header and footer for templates
Hi, I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ?? It's very urgent, thanks very much, Eric Marois
Automate Pricebook per Customer
Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
Automate pricebook per customer
Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
Automate pricebook per customer
Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an
Document Tracking
Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings
Forecast UI improvements
Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could
Missing services/ features / buttons
Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record
Multiple Forecast configurations
Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue
Basic campaign set-up
I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to
Add template Categories Qoutes sendmale
Is there other way to add other template categories in sendmail qoute?
Report categories not appearing in pie chart
I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968
Asking for the implementation roadmap or step-by-step guide
Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
Automatic needs analysis for the Deals module
Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed
Copy Address button customisation
Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens. The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage. On conversion of the Lead (to Contact/Account and Potential) I need the following to occur: In Potentials I need to display · Physical Address only In Accounts I need
Sales by Customer
Hi There, I am looking to generate a report that shows the total value of the sales made to our customers, but does not show each transaction i.e. Customer A = $100,000 Customer B = $50000 and so on This is based on a "Closed Won" in the Deals Module.
Unable to validate DMARC for the email
I have recently started to use the ZOHO CRM tool and I'm currently on free trial period. However, when I tried to test the email, it was landing in SPAM or JUNK folder of the recipient's inbox. I learnt about the DMARC, so i have completed SPF and DKIM
Asking for implementation roadmap or step-by-step guidelines
Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
Asking for implementation roadmap or step-by-step guidelines
Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential
Advance Your Churn Predictions with Zia's Usage Data Feature: Event Mapping
Greetings all, This is an important and exciting update about feeding usage data into Zoho CRM. To expand the scope of how usage data can be used by Zia, we are introducing a new section called Usage Data under Zia. Users can now easily import, edit,
List View just got a makeover!
Hello everyone, The new list view is being rolled out in phases and will be available to all our users by the end of January 2021. We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual,
Profile cannot add tasks, calls or meetings
Good morning, I have a Profile of users that's called "Standard2" and their module permissions are set as follows: Despite this, one of my users on the Standard2 profile gets this when they try to add a call: Any idea how to fix this? If i bump them up
Changing sequence of buttons
How can I change the sequence of these buttons? I want the 'Versturen referral campagne' to be displayed as the default button
Follow-up Sequences
For following up with leads based on open/click status.
Bulk Add notes
I think that it's an absolute need and basic feature to add. I know we can import notes from an xls spreasheet, but that's not what I'm talking about. We should be able the same way that we can bulk send email, bulk add activities, we should be able to
email templates are a mess with fonts
Any time I edit a template or adjust the content of an email while using it the fonts change. Previewing does no good as it appears one way but is sent another. for example .. this was made using Tomaha 2nd size with NO BOLDING. and this is what my client
Zoho CRM Create Client script using Custom Buttons
Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't we
Unable to send a message to a contact from Zoho CRM
From menu Contacts I choose a contact, on the right vertical menu i have five different choices: Add a potential, Add an activity Add an event Add a call Send a message. All af them works exept "Send a message". If i click on it I don't get nothing, no
how to capitalize first letter of every word in a string using deluge?
"diego armando maradona" to be "Diego Armando Maradona" "diego maradona" to be "Diego Maradona" "maradona" to be "Maradona" how to do that using deluge?
Google Ads Data is Publicly available in Zoho CRM
We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess
Estimated Time for releasing in Australia?
wondering if theres any timelines for when this feature might be availible to use in Australia?? would be very helpful sooner rather than later! Thank you :)
Is it possible to display a graph of data within a contact record
I’ve had someone create deluge code to import data from another SaaS platform into Zoho CRM for my swimming pool company. This data is stored within each customer’s contact record under a custom module called "Chemicals" and is updated weekly with new
Zoho CRM CPQ NOT in criteria patern
Hi, It would be great to have the logic-block of "NOT" in the criteria patern. Currently, only "AND" and "OR" are valid criteria when using the product configurator. Often, a "NOT" logic-block would greatly increase the usability of the CPQ. Example:
Quickly migrate attachments to Zoho CRM without having to restart the process multiple times
Hello everyone, Customers often want to transfer all their data and attachments to Zoho CRM when they're switching CRMs (or moving from one Zoho CRM org to another). Admins use the built-in import tool to perform these migrations. There's a common source
Numeric Field Issue
Hi We are trying to import deals but hitting a roadblock every time. If I create a single line field, the data imports fine for this field (it's a currency field in csv). I have found I can't sum this field though when trying to do a revenue report. When
how to get the first word in string using deluge?
let say I have string "David Beckham". how to get just "David" using deluge? I need to get the first word in string using deluge?
Sending a Link to a Record in an Email template
I recently introduced CRM Blueprints for the Deals module in my organization, and since our sales process involves several people from different departments, I created a few email templates to be used in the Email Notifications of some of the transitions, to let a user or group know that they need to take action or just be informed of a status change for that deal. Even though everything was working as expected, shortly after setting this up, some users came up to me asking if the notification email
How I can export emails from zoho crm ?
Hello, I am looking for the workaround for exporting the sent e-mails. We use the Zoho crm free version (with upgrated storage) - and the e-mails are written/sent within/out of the crm feature. For our cases we only use 1) companies and 2) contacts -
Pre-loading related contact lookups to a subform
Hello, I'm trying to create a module to track group meetings and field data for each group member. Subforms appear to be a good fit for this but I don't want to add each contact every time manually. Can anyone suggest a good solution for this scenario?
CRM List view for text fields that check "Does not start with" or "Does not end with"
So these filter options are available when making reports and such, but they don't seem be available when creating a filtered view. The text filter options there are are: "contains", "does not contain", "starts with", "ends with". Is there an easy technique to recreate the "Does not start with" and "Does not end with" functionality that I'm missing?
Best Way to Integrate a Shared Sales Inbox with Zoho CRM
I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,
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