Can I block the lead timeline?
Is it possible to block my salespeople from the lead timeline? That only I can see it?
Mapping Excel Sheet And Leads section
How to map the "multiple sections" option available in Zoho CRM in excel when you are importing the excel sheet?
Gmail IMAP instead of POP into Zoho Mail
I tried search for this, but couldn't find a solution or an answer. We currently use Google Apps and Gmail to communicate, and one of the main reasons we chose to go with Zoho was because of the email integration. However, as soon as we signed up, we realized that the email add on doesn't help much. We have over 25 GB of email that we don't want to delete and keep on file, however, if we use POP that runs up the storage charges on Zoho. I was shocked to find that Zoho doesn't support IMAP functionality
time tracking on zoho crm cases
Is there a time tracking feature in zoho crm cases? I need calculate time spent in calls, tasks and events Thanks in Advance
Deal Activity Tracking - By Time
Hello, I am trying to figure out a way to implement a time tracking ability within the CRP that will provide a line item on the final invoice in books. Would the Cases module be of good to use in this scenario? Want to integrate into Books as well. I
Employee Tracking
Good Morning! I have admin status on my account as well as my manager. She would like to be able to track what her employees are doing. See Leads, see their activities, track their calling and effort within zoho. Is there a way to Set up individual profiles
BCC Dropbox - Modules
Good afternoon, I'm trying to set up BCC Dropbox for our Agents to use, but at the stage we wish to use it, the Leads and Contacts modules aren't suitable for us. Is there an option to configure it to search a Custom Module, or any others? Many Thanks,
How to associate Supplier emails to a Contact's record
Hi, We're an event organiser. We have our customers, and we have our Suppliers. The Suppliers sometimes email the customers direct, but usually they email us about the customers event. At the moment we can see all IMAPed emails between us and the customer
Replicate Account Data in Contacts module
Hi I want to replicate a field details in the accounts module so that it shows in the contacts module. Is there an easy way to do this? Cheers Chris
Issue with custom sendmail function
Hello! I am having an issue with a sendmail function that has been in use but my organization is looking to add more detail to it. The custom function sends an email to a pick list user but I do not know how it determines which email address to send to.
How to choose layout when converting lead to deal
Hello, When I convert a lead to a deal I want to be able to choose which deal layout I convert to. The option is there in the conversion window but the box is greyed out and cant be selected. Please advise.
Zoho User Group (ZUG) in-person Meetups
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, September - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
What are your incentive programs like?
Surprise! Our sales team is still not on board with using a CRM program. Old habits die hard don't they... After many attempts to find a solution, it appears we will likely have to use an incentive program. This is new territory for us, so knowing what to base our program is a big unknown. I am curious: How do you have your incentive programs organized (categories to base off of)? How do you make a level playing field when the roles of our sales staff vary (we only have 7 sales members)? Thanks!
Changing time zone
My time zone is set to EST but shows up on my notes 1 hour behind WHY???
Email a copy of Lead Import Errors worksheet each time imported?
If there are any errors after importing leads from an excel spreadsheet, I need zoho to automatically email me a copy of the "List of records with error" report. How can I best do this?
Zoho CRM Validate Field with a Function Cannot Get Vendor ID
I am working with the Vendor module. I am validating a field using a function. I use the Vendor ID associated with the Vendor Name in a subsequent look up. The code I use is: // First two lines are the standard reading of the record passed to the
Custom Function: Deduplicate Leads and Contacts
We get some leads from a contact form in our website, and we would like to prevent creating a new lead if a contact with the same email address exists. We are looking for a custom function that helps us to identify if there is an existing contact with
Unable to retrieve the image upload item.
I would like to use the items in the red frame part of the photo to obtain the IMAGE information. I have tried to get the information from api and getRecordById code, but none of the information is listed. Is it possible to get the information of the
Option to remove Zoho unique IDs from scheduled reports
We have several reports which run daily to inform us of our users activities, calls, over due tasks, etc. Every time one of these reports is produced there is a column for the zoho unique ID for the task, or call, or lead or whatever record is being listed.
Business Messaging
Hi, How do you uninstall or change the number for WhatsApp business on zoho crm? Regards, Sheeza
Zoho and online community website
Hi, I have been looking in Zoho CRM the last few months and know it will help our business in a positive way. Especially the account managers and the sales process. We are going to build an online community website where in the 1st phase we are going
Outlook 2016 Zoho CRM Integration
Hello, I'm not able to find the link to Zoho CRM addon for Outlook 2016. I've read several guides/articles, but looks like they are all outdated. The only available option in Marketplace > Microsoft > Outlook is the integration of CRM with Outlook 365.
Free third-party service for sending sms
I've looked into a few ZOHO CRM extensions for sending SMS and voice messages so far for mobile version of my site https://sloboda-studio.com/ . However, these are paid services. I'm wondering if there is a free, native method built into Zoho CRM, or
Finishing a task
Hi! How is it possible to change the settings regarding finishing a task? We were able to finish a task through a green finch in every module. However, at the moment the green finch disappeared within some modules.
Create button that only appears on certain layouts
I have a button that I have created for a module, but I only want it to appear on certain layouts. Is that posible?
Modifying custom function for record creation
Hey Everyone, Posting here to get some thoughts about an issue. My organization uses a custom function to transfer a record from Deals to a custom module (Lab Services). They are looking to move more info over from the Deals record, but I can't, for the
Add :contains: search query term to Zoho CRM widget SDK
Hello, a frequent piece of feedback I'm getting from users of custom widgets I have built is adding the ability to search for a record using contains/like instead of equals or starts with. Starts with as a filter logic works great when the value being
Duplicating/Cloning Views
I have asked about this before, but I really, really could use the ability to duplicate/clone views. I have many views where all I need to do is change one criteria - however I have to recreate the whole thing all over again each time. Am I missing something
How to find more than 200 records of account using C#? API
Dear all, What I found on the Zoho website about fetch is: The page and per_page parameter is used to fetch records according to their position in the CRM. Let's assume that the user has to fetch 400 records. The maximum number of records that one can
Filter Help Required
Hi all, I need to filter my leads using info in 'Description' [large 32000 characters multi line field] and then be displayed in my view. That option is not present. What do i do? Regards Akash Kedia
Feature Request: Folders for Workflow Rules
Would be good if you could add the ability to organise workflow rules into folders.
Is there a notification feature for notes
Hi, I just want to know if there is a notification feature for notes in Zoho CRM. Whenever any user adds or updates notes, admin should get mail notification alert with notes content Regards Ram
Error uploading attachments
Today the following incident occurred, when attaching a file it threw an error. Attached evidence of the error. It is also not possible to attach files in the notes section. Hope you can help me, Thanks,
Community Digest - September 2022
Announcements: You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence. Meetups:
Zoho task notify creator when completed
I would like Zoho to complete the communication loop when we assign tasks internally. We are using “Tasks” to assign certain steps in our process to others internally who oversee that function/work product/etc. The Task owner receives the task and an alert by email. Once he/she completes the task they “close” it in zoho. What I would like to have happen is when they select “Close” in the task when closing the task signifying it’s completetion I’d like ZOHO to send a notification to the task creator
Zoho CRM Calendar attendees availability check
Hello, does Zoho CRM Calendar checks the availability of attendees? Thank you Antonio
Date Auto-update in Email templates
While I create an email template in Zoho CRM, I insert a merge field with my opportunity closing date: ${Potentials.Closing Date} I would like to know if their is a way to auto insert this date + or - 1, 2, or more days? I could therefore auto scale the
C# ZCRMSDK link contact to account
Hello everybody We’re using Zoho ZCRMSKD to code an application in C# who synchronise the Accounts and Contacts between our ERP System and Zoho CRM. At the moment we’re facing a problem we can't solve by ourselves: When we add a new Contact in Zoho
Sync multiple Google Calendars (personal + org calendar) to Zoho CRM
Hello, I've integrated my personal Google Calendar into Zoho CRM. As we also use an Organization Calendar, is there a way to sync events from the Org Calendar on Google to Zoho CRM Calendar? Thank you
Focus Group Webinar - Integrating Zoho CRM and Zoho Books
This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching
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