Accounts in map
Is there any way to see all accounts on a map? As it happens in the cell phone, they are all on the map
Map features
Why not to have the field coordinate for each lead with embedded map on the lead page with possibility, in territory to see where are located all the leads?
Zoho forms and Zoho CRM
Does zoho crm really consider zoho forms to be a third party product? https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/configure-google-ads-crm-integration#Step_2_Add_hidden_element_in_your_web_forms Why are integration instructions
Please make it possible to add "Blank space" field to page layout
There is currently no way to separate visible fields in page layout other than to create a new section
Drag/drop attachments images into email
When sending emails from Zoho CRM, it would be great if users could drag and drop files or pictures into emails. Also a copy/paste of inline images into emails would be fantastic. I feel these are the only limitations that are keeping me from going 100%
An Overview of Process Management in Zoho CRM
If you are running a company or are a part of one, you would know the importance of defining business process strategies that lead to success. Various business processes run simultaneously. Let’s take sales, for example. When we talk about sales and
https://www.zohoapis.eu/crm/ is down??
https://www.zohoapis.eu/crm/ is down? I can't reach this domain at all and all my connectors are not working?
Blue Print Auto Transition with a field update or condition
Is there a way to Auto Transition by either; By time only if a field is a certain condition? or By field update?
how to create popup in Zoho CRM sales order module by deluge?
how can I create popup by another module in Zoho CRM using deluge like this: openUrl("#Form:Popup?
Bug in Zoho CRM Leads Counting (again 09-jan-2022)
Hi, Like the last time 2 months ago (17-oct-2021) (Topic was created for that by another user). In CRM, on the Leads Tab (maybe others too), the amount of leads is not accurate. It begans 2h30 ago. and amount is random for the same leads : 2, 3 30, 47,
Focus Group series: Widgets 101 - Create, test, and embed widgets
This Focus Group webinar series brings into focus, Widgets in Zoho CRM, Zoho Desk, and Zoho Projects. This series of webinars will enable you to build and implement widgets that integrate seamlessly with other internal and external applications. Widgets
How Can I Edit / Change User Role & Profile?
I can't seem to edit Role & Profile for each user (including myself). Where can I change this information? The person who started to setup Zoho CRM has all three users set as CEO and Administrator but, this is incorrect however, upon choosing edit on each user (including myself) those fields are not changeable. There must be another location I can change these fields. Can anyone direct me to where / how? Thanks in advance!!! Regards, Terence J. Brenner 610-393-6779 Terence@JamisSalesSuccess.com
Clock with "current time" for leads, accounts and contacts based on which time zone they are in
I have customers all over the world and it would be a nice feature to have in Zoho CRM so that when I am looking at a lead or a contact or an account, there is a clock within their profile that shows me what time it is in their local area. This way I could know instantly what time it is at my customer's office and decide whether to make contact. Thanks Shane Solomon
Send the most recent Note added to a Lead
I want to be able to email important Lead data along with a message to a Sales Rep. The Sales Rep is a field I've added to the Standard Lead Page Right now I have this partially working with a workflow and email template. The problem is there's no
Organize Emails According to Sales Priorities | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Can I change the default operator for Advanced Filters from 'is' to 'contains'?
My users change it to 'contains' 90% of the time.
allow Zoho CRM to connect to Netvibes
Hello, I'd like to embed Zoho CRM in my Netvibes portal... how to allow Zoho CRM to display inside Netvibes? (currently in Netvibes it says "Zoho doesn't allow to connect"). Thank you!
Functions
Does anyone can help, i want to have the other field copy the same input from the other field. Whatever the Input in T3 must show automatically in Unit Price in CRM. Thank you in advance for the help.
Need help creating Salesperson reports.
Is there anyone in the Trenton, NJ area that I could work with one on one? I need some help customizing my CRM and creating a handful of reports. Thanks! Thanks, Chris
Backup AND Restore
Zoho does not seem to classify "Backup" and "Restore" in the higher level way that some other CRMS do i.e. Backup as a backup for all of my account data AND Restore being the mechanism to retrieve all of my account data, from the Backup, back to the time of the Backup. From a study of Zoho's help literature, this is what I found; - "Zoho CRM allows you to export and take a backup of ALL your CRM data in a few simple steps." - There is also a mechanism to restore deleted records from the trash bin
Alert & Notification for Field Owner ONLY
hi - I am trying to create a workflow with the following rules When - whenever a Module record is created or is edited Condition - This rule will be executed for all referrals. Instant Action - to notify a FIELD OWNER I am unable to do the last part
How to get count of emails sent by a user in zoho CRM?
Hi, I am working on a project in zoho crm, and I want to get the number of Emails a user sent in a day. Means I want to know, How many emails a user has sent in one day. Then I want to use it in reports. How can I do this? Is it possible to get count of sent emails directly in Zoho Advance Analytics or Zoho simple reports? Or we have to do it through custom function/Workflows? Please give me idea. Thanks
Use Zoho Mail Integration
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
CRM PHP SDK How to get a record by external id?
Hi, I have two questions: 1. I am using PHP SDK v5.0.0 and couldn't find an example of how to get a record by using only external id. For example my external id is named "MY External ID". Can you please give me an example of the method by using SDK? 2.
Leads from Facebook lead ads
Hello! How to get leads from Facebook lead ads into Zoho CRM? I have added the Facebook page into Zoho but the option for leads is missing.
Function to update Age field automatically in Contacts
Hi, I have a Date of Birth field (date) and an Age field (formula) in the Contacts module. The Age field updates only when I edit the Date of Birth field. I'm searching for a function/schedule/automation to update the age field automatically from every
Projects for Client Users without Client Account?
Is it possible to create a project for a Zoho CRM Client User without forcing them to be assigned to a Client Account? We are a non-profit, and want to keep individuals/contacts un-mapped to Accounts because it breaks their individual accounting in Zoho
Request body malformed using Webhook
Hi all, After changing the authentication type from General to Connection in my webhook, I noticed some strange behavior in the request to my API call. It seems what before was made by Zoho CRM, now uses an intermediary called Deluge, which produces
API: Accessing over 200 records
Hello, I am trying to access my field's data within my "Leads" Module using the API. I noticed that, unfortunately, performing a GET request is limited to 200 records. Is there another way to do this where I can have access to all of my records (I have
Sheduled reports
Good day, I want to send by shedule to each CRM user a report, where rows are filtered by this user. For exampe, report of new Accounts in this week, created by this user?
Community Digest - January 2022
Announcements Webinar alert - Register for the upcoming Focus Group webinar series on integrating Zoho Desk with Zoho CRM Checkout the recent feature additions in field update and date/time based triggers in Workflow Follow the UI-level improvements
exception "No Tokens exist for the given user-identifier,Please generate and try again."
Hi my firm is using zoho crm for customer management I have encountered this exception when trying to push data from my backend to zoho crm . I have debugged the code step by step and cannot figure out what exactly is failing in code. Below are the indepth
ZUG Virtual CRM Meetups - January and February 2022
We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022! We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. Connect
Guide to Getting Started with Zoho CRM Features
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Webhook body contains JSON despite selecting Form-Data
I have a webhook configured to send a post request with Form-Data as the body type: When receiving the webhook, the content-type says `x-www-form-urlencoded` as I would expect, but the actual body comes through as JSON. Content-Length: 307
Accept-Encoding:
New Aggregate formula fields not calculating when a Sales Order is created via API
I have connected WooCommerce to Zoho via a plugin which uses Zoho API to sync Orders in WooCommerce to create/update a Sales Order in Zoho. The problem with the default layout of a Sales Orders, is that you can modify the Discount and Tax in the sub-total
Export reporting to Excel in real numbers and dates and not text.
When you export a report in excel, it generates an excel sheet with dates and numbers in text format. A number is for instance a string "EUR7,000,000.00" and not a real number. This is really annoying for creating reports for further use, as we have
Customize Activity Status in CRM
Right now we have one status ("COMPLETED") that will close an activity / task. I would like to be able to close these activities with two other choices: Canceled and Failed. Is there a way to customize the open/close feature on the Activity status?
Mailchimp Integration - Sync Additional Fields
Improve Mailchimp integration by adding functionality to sync multiple fields (beyond email and name/or one other). Currently this makes the extension unusable, to run even a basic email campaign you need to map and sync more fields than this. It doesn't
Modify the order of modules in Canvas
Hello, I would like to modify the order of some modules depending on the pipeline where the deal is. So, if the deal is in Pipeline A, then it will be showed modules 1, 2, 3, 4. However, if the customer moves to the Pipeline B, then the order should change
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