Manage Zoho CRM contacts with 0365
Hi, the option to enable contacts sync/manage Zoho contacts in 0365 states: "Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365" If this is enabled, does that mean that all of my contacts in 0365 would be dumped into
Support Access for Zoho CRM
Greetings, We are pleased to launch Support Access, which enables you to grant temporary access to your Zoho CRM account for a Zoho technical support representative. This allows them to identify and resolve any problems or issues you may be experiencing.
Custom Module on Portals
How do you add custom modules to zoho portal access?
What are Unread Lead View
Hi, In the Lead Module, you can sleect "Unread Leads" in the views dropdown. What does it suppose to select from the Leads ? What field or requierewmnt this Leads has to have to be displayed in that view ? Regards
Calendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar
We started using the built in calendar booking feature and are really liking it! However, we are having one issue. If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar thus causing multiple appointments in our G suite calendar. We are using your G suite/zoho crm two way syncing feature and everything else sync's fine. Furthermore since the original appointment in our G suite calendar app is not getting deleted
CPQ rules erased
Hi My CPQ rules dissapeared today. Does anybody happened the same? Regards, JS
edit forecast type
Is it possible to edit and/or create a new forecast type?
Change Trial Versions
I was on a CRM professional trial, but changed to a higher level to evaluate it. I now want to go back to the professional level so I can subscribe. How can I do that, please? Cheers.
Module "Calls", field "Call_Status" - "unsupported column" error
Dear Zoho developers! I've got a really strange problem. There are 2 Zoho CRM accounts: my developer's account and one of my client's account. Requesting metadata: https://www.zohoapis.com/crm/v2/settings/fields?module=Calls for the Calls module will
How to delete attachments?
So I've been receiving emails from Zoho saying that I have reached my storage limit. I guess this is due to attachments being included with outgoing emails which are being added to Zoho via the BCC to Dropbox feature. How can I see these attachments for
Is it possible to create a stage in Zoho CRM Blueprint when a qualifying lead is confirmed, it will then automatically generate a WorkOrder in Zoho FSM?
I already have both platforms integrated and would like to keep the proper workflow in CRM and at the same time, syncing everything with FSM.
Change lookup module filter on quotes main product
Hello Zoho family We wish to get data from vendors module from "product name" on quotes but is seem is impossible so please just wondering if there any way to change that field vendors instead products. Have attached an screenshot. Will really apprecitate
Why users can't see records created by other users?
I have just two roles in my CRM. Sales people is under the role "Gestor", and they have the "estandar" profile. But Sales people can't see the leads and contacts created by others Sales people. Is this normal? how I can allow all the people in the same profile to see the registers created by other users with the same profile?
Exporting contact list who are members of a campign
Hi, I am currently using Zoho free to trial the platform. I dont know if this is a restriction on the free version? I have setup a mailing list campaign and added the contacts to it that I want to direct mail How do I export the list of contacts (including
Zoho CRM Reports unable to use aggregates in filter criteria
Isn't there a way to create filters based on aggregate values when creating reports? Same thing on the Analytics Module, when creating a chart component based from a report, it does not appear to provide a way to add a criteria based on an aggregate value
Editing Components on the Home Page
How can I edit components on the Home Page? Some of the components that are available on the home page are not listed under Dashboards. When I edit the corresponding report to a dashboard chart component the chart on the home page is not updated.
How to automatically email pdf to Zoho client as attachment, not as a link?
A big reason for us switching to Zoho CRM was to automate our communication with clients. We successfully were able to create a process that would take attach a link to a pdf stored on our SharePoint and send it to our clients automatically based on a date field. This seemed great until many of our clients refused to open said pdf because it was embedded in a link. People do not as a general rule trust links in emails. We need a solution that will attach the pdf to the email and send it out, as
Adding separators in canvas item
Hello, how can I add a separator in the canvas view? Also: is there a way to add an horizontal separator? Thank you
Sync Mac Address Book with Contacts in Zoho Business and/or Zoho CRM
Is there any way to sync the Mac Address Book with the contacts in Zoho Business ? Same question for Zoho CRM. Thanks, Ed
CTI connectivity
Base in New Zealand, what options exist (if any) to connect Zoho CRM with Metaswitch Max UC?
Question about openMailer
Hi , I would like to click button then open openmailer and reply/forward based on one of the email in my record. Is there any parameter I can add into this ZDK?
Audit log
my audit log are empty last 3 days whats wrong ? I have sales employee and use the audit log to see they activity
Unable to add scheduled actions to workflow
Hi all, I am new to Zoho and have been creating workflows for my business process. Just recently, as I was creating a new workflow, I realized the add scheduled action button was grayed out. The workflow is only allowing me to create instant actions
Allow accepting or declining of Estimate/Quote.
It would be nice to have the ability to mark an Estimate as "Accepted" or "Declined" that way I can easily sort through the ones that need an invoice created and which ones I have to follow up on. Would be even cooler if the customer had the ability to
Formula Field that outputs a URL
How do I create a formula field that will take the constant http://www.mywebsite.com/ShipmentStatus.aspx?SearchId=Zero&BolNo= and add our custom field ${PurchaseOrders.customnumberfield} to the end of it? Example: http://www.mywebsite.com/ShipmentStatus.aspx?SearchId=Zero&BolNo=555241
Adding Tags to Bigin through a CSV
Hello, Is there a way in Bigin to add tags to multiple records through a CSV file? So, I have a bunch of emails in a CSV and all I want is - add a certain tag in bulk to all those emails in Bigin. No other updates. Doesn't look like there is a category
Change Default Mandatory Fields
Is there any way to change the default mandatory fields to a non mandatory field, or remove the default fields from the page layout? While customizing several of the modules to fit our business needs, Cases for example, we do not need fields such as Case Origin - that have been labeled as mandatory, and have little ability to further customize the fields to fit our business needs. We have created several other fields and identified them as Mandatory, but we are unable to save a new record, because
Ability to colour code (or shade) appointments
I would like the ability to be able to differentiate different types of appointments on my own calendar. For example, I have appointments where I am out of the office, In the office,some are fixed, others tentative, and I also like to set aside time for
Problem with Workflow meetings showing up in My Meetings.
Hello, I created a workflow when a field was updated, a meeting was created (among other things). Emails worked, tasks were created, and the meeting shows up in the Meetings Tab, but it does not show up in "My Meetings" widget, nor does it show up in
Contacts Have Been Duplicated and Associated with Incorrect Accounts
I have approx 365 contacts that are now duplicates; Of each duplicate, 1 is associated with an account that is INCORRECT. When I opened a chat, I was told that I did this, however there is no way this was done by me. I need someone from Zoho to contact
How to assign a campaign name.
I have leads. My only data. They are in 1 industry, but do not have a name. They are just leads which I access by clicking "Leads" at top. I need them to be in a campaign now in order to eventually have multiple industries separate in CRM. For telemarketing
Trouble Reporting on Active Policies on dates in the past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
contacts editing/updating their own information
Is it possible to include a link in my emails to my contacts, allowing them to see their information and edit/update it?
How to create a deal for a lead when he books a meeting ?
Hi everyone, I get Leads in my CRM, and if they book a "Type1" Meeting through my Zoho Booking link, I want to convert this lead into a Contact and Create a new Deal. I've explored Zoho Flow, but I am unable to achieve my goal. Any advice ? Thanks in
Cannot create a Lead because the email address was once used in CRM but has been deleted
We are trying to add a Lead record but keep getting the following error: "Duplicate values are not allowed. An existing lead with the same Email has been found." That's not usually a problem. We just merge the two records, if they are the same person,
Field properties grayed out
Hi, I'm wondering why i can't update these field properties for number of characters?
Documentation for ZDK.Client.navigateTo()
Where can I find the documentation for this feature?
What steps to take for user manual?
Where is it?
Change admin for ZOHO
Hello ZOHO support, **Urgent Help Needed** We have a super-user account for our organization (ZOHO) that is no longer with the company and we need to reassign the privilege(s) We are unable to reset the password for this user as there appears to be an
How to Report Number of Active Policies on any Given Day in the Past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
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