Adding an Account Name to Tasks/Reminders
Does anyone know how to add the related account name to a task? When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is.
Add Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and
Issue with Anchor Link on Zoho Landing Page (Mobile/Tablet View)
Hi Team, I have created a landing page using Zoho Landing Page and added an anchor link to it. The anchor link is working fine on desktop view; however, it does not work properly on mobile or tablet view. I’ve tried debugging this issue in multiple ways,
Quotes module send email reverted back into 2022??
Our Zoho CRM PLUS quotes, sales orders, invoice modules is showing us an email composer from 2022. We cannot send emails and its been a real pain. I tried clicking the new version over there but it doesnt seem to do anything. Any help is welcome. th
Centralized Domain Verification in Zoho CRM Plus
Hi Team, I have a suggestion regarding Zoho CRM Plus. It's quite frustrating to verify the same domain separately for each application within the suite. It would be really helpful if you could introduce a centralized admin console—similar to what's available
Lead Source Disappears
When adding a new lead and saving the page, the page refreshes itself and the lead source field becomes blank. We set the "Lead source" as a required field to see if it would help, but the problem persists and we always have to re-enter the lead sou
CRM Plus Accounts and Products relationships
Is there a way that an invoice that is paid, would add the products to the account record once it is delivered? I want to find an easy way that products will get added to the account record and assumed this would work. The benefit here would be that I
How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!
How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!
What is deploy conflict: module field(s) is more than the length of the mapped fields in the production account.
Hello I am trying to deploy changes to our Quotes module from a Sandbox to Production and my subform is erroring with "module field(s) is more than the length of the mapped fields in the production account" We can't figure out what is causing this error.
single user access to the CRM suits
I am currently using Zoho CRM Plus, where the pricing for a single user is ₹3,500 INR, and it includes access to multiple applications. However, I would like to add an additional user but restrict their access to only two specific applications within
Zoho CRM - COQL query failing with no reason
Hi I'm trying to execute a COQL query but it's returning an error. Unfortunately I cannot understand where I'm wrong The query is the following;: URL: POST https://www.zohoapis.com/crm/v2.1/coql Body: { "select_query": "select id,Adjustment,Billing_City,Billing_Code,Billing_State,Billing_Street,Buyer_PO_Number,Delivery_Date,Delivery_Method,Due_Date,Grand_Total,Invoice_
Create Pop up notification on Contacts that there's an "Open Deal".
I am trying to create Pop up notification on Contacts whenever there's an "Open Deal" on that contact. I am new to Zoho but figured out that this can be done with a Client Script. I got the code below and created the script however its not working. What
Can't add Contacts to Zoho Campaigns
Hi, I ran into this issue on the weekend. I am using Elementor Forms on our website and use Zoho Flow to connect Elementor and Zoho Campaigns. An existing client of ours filled in a form and when it hit the Add or Update Contact stage, it errored with
Link existing zohodesk to crm plus account
Hello, My customer has an existing ZohoDesk environment. And we want to have a couple of Zoho CRM plus account. How would we request this? We have asked support. But it's not clear how this works. Kind regards, huXam
Tracking historical interation data of Leads/Contacts
Hi all, I would like to track all interaction of leads with a webform. For example, when a same lead fills out a form lots of times, all information such as title, date created, and also utm attached into that form can be populated in Lead/Contact record.
Master the CX Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
"Local" to "Global" Status Mapping
Hello, While I can think of several ways to achieve my goal, I am looking for guidance on the most-optimal solution using existing Zoho CRM Plus features (be it Blueprint, Validation, custom Deluge, etc.). On every task, I will have two "Status" fields
Cannot open “Email Campaign” Tab
When i click on the Email Campaign tab, it shows an error as below: An unknown error occurred. Please contact support at support@zohocampaigns.com. Can someone please help? Note: I’ve already tried clearing cache or using private tab to open the page
Is it possible to create a View for Deals that shows the deals seperated by Stage
Hi everyone,
I recently started a trial of Zoho CRM Plus and am exploring its capabilities in comparison to Monday CRM. While I find Monday CRM to have a simpler, more user-friendly layout, Zoho CRM Plus offers many features that are essential for my
Can we have a mixture of CRM Plus, CRM and Desk?
I'm looking at subscription costs, we have some agents who will use both the CRM and Desk, but some will only need to access either. Are we able to purchase a mixture of subscriptions?
Issue with Inserting CRM Fields in Slack Notification
We have been using the Slack integration with Zoho CRM for about 2 years, without issue. The weekend we needed to make a change that required us to uninstall and then reinstall the Slack integration with Zoho CRM. The process seems to have worked to worked
The CX workshops have begun for 2024!
Hi everyone, We've got some exciting news for you! The CX workshops for 2024 are here to elevate your business's customer experience, and this time we're meeting you in five cities. Here's where we'll be: February 15-16, 2024: Los Angeles, California
Sub-form, set permissions to "Do Not Show", calculate formula doesn't work
Hi, I have modified the sub-form of the Quotes page layout to include a new calculated value based on a custom field from the Product records. We show the Year 2 price for support in our quotes...that value is set in the Product page. In quotes I have
Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
How to make add date in CRM
We need to do following Quote date field : 1/7 Due date field +30days need to show2/7 We can do formula but can not change the due date if some reason for our end. Can we do show due date with can be modify. Thank you
Social festures crashes
For about three weeks, every time I try and create a post on Social in Zoho, it crashes and loose all my work. I am on a Mac Desktop - Sonoma 14.1. I have the same issue on my laptop, which is also a Mac, but I haven't updated to Sonoma yet. All of my
Zoho's CX workshops are here to enhance your learning experience!
We're bringing the CX workshops to two cities: November 14-15, 2023 - Cliftons Sydney Margaret Street, Australia November 21-22, 2023 - Sheraton Grand Hotel, Dubai Register now Providing a positive customer experience gives your business the benefit of
Closed Stages are skewing the Amount by Stage and Deals by Stage graphs
Hello, The Closed Stages (both won and lost) are skewing the "Amount by Stage" and "Deals by Stage" graphs on the home page. Those graphs are basically worthless because they are overwhelmed with closed deal data. How do other organizations handle t
Zoho CRM v4 COQL query: subquery always returns all results
There is a bug with subqueries that they always return all the results. They are essentially ignored. You can test with the following COQL query: { "select_query": "select id from Purchase_Orders where id in (select PO.id from Purchase_Orders AS PO where
Associating a project with a client
Hello. I am new to Zoho CRM and am demoing CRM+ suite with projects. I've created a project but I cannot associate it with the client / account, I get the below error. I've tried looking for permissions settings but cannot find any to help. I am the system
Zoho toolbar
I feel clumsy trying to switch between aplications. Is there a Zoho toolbar or navigation screen I am missing?
Time-based Automations updates does not trigger Webhook
Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-based
Sales Inbox Completely Not Working
After sending out hundreds of client emails through ZoHo Mail, and after receiving several phone calls that emails have been sent that I have never received.. am I correct in assuming that Sales Inbox is not an option going forward? Why would there not
Customer experience workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
Introducing enhancements in Zoho CRM Plus
Hello everyone, We've come up with some new updates for Zoho CRM Plus and can't wait for you to try them out. Let's take a look at what we've rolled out. Improved Email Parser in CRM CRM's Email Parser which helps businesses automate the process of adding
Announcing early access for PathFinder in CRM Plus
Hello everyone, We're happy to announce we're launching early access to PathFinder—our journey discovery tool—in CRM Plus for all users. Every customer traverses a unique journey with your business that includes different touchpoints and channels. It's
Accounts and Deals API in CRMPlus
Hello. Can I create/update accounts and deals by API in CRMPlus? I cannot find this in API documentation. Also I need add notes to deals by API and get webhook when note created Thanks
Create Deal Workdrive Folder
Hello, I have linked Zoho WorkDrive to Zoho CRM and have turned on the pre-set workflows entitled Change_Workdrive_Folder_Name and Create_Deal_Workdrive_Folder. I would like to create a similar workflow rule using the function in the rule, but since it
Update a field by modified person name - Only When a specific field changed
In my custom module, I have pick list field called Approved Status. - Yes/No If I make any changes in Approved Status, I need an update in other field called Approved by – Here I need person name who changed Approval Status. Like modified by only that
The CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
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