Tab Order
Is there a way to change the tab order so that you can tab through the fields in a section from top to bottom instead of left to right? We would like to setup our address fields within the leads and contacts to read vertically within one column instead
zoho.currentdate display previous date
Account time zone is Indian standard time still getting previous date
Administrator driven Email Sharing Permissions
Zoho CRM allows you to configure your email account and have all your customer emails inside your CRM. When those business email conversations are shared among the members of your team, it helps in more insightful communication. Earlier, the decision of sharing emails was always at the discretion of individual users. As an administrator, you can't control over their sharing to make meaningful collaborations. Now, with the enhancements made to "Email sharing permissions," we bring flexibility and
New version: Where are the selected participants of an event ?
Hello, by creating events, I don't want to use the Zoho emailing system to confirm the attendance at meetings I already agreed with my customers. It may be the result of a long process and I don't want to give an opportunity to my interlocutor (I was
ZUG Virtual Zoho CRM Meetups - April 2021
We have opened up registrations for the Virtual ZUG Meetups for April 2021. In these meetups, our Zoho experts will discuss a few best practices around email integration with Zoho CRM - how you can setup email integration, an overview of email configuration
Discrimination against EU DC users
It is impossible to log onto these forums with a Zoho account held on EU DC? Please fix this issue. EU DC clients need to join the conversation too..... Lucy Beck +44 1722480300
Changing font style in Zoho CRM modules and fields
Hi We are trying standard version of ZOHO CRM . Wanted to know if we could change the font style . If yes please share the steps. Thanks.
Inventory Templete - Custom fonts does not work?
Hello! I've created an email template and used font called "Montserrat". Im using this font on my website, as well as my offers etc. I managed to make it work in email templates but once started to make an inventory template for sending a quote there
Access to field's information
We are a sales organization performing In-home presentations for our leads. Due to company's policies, our outside sales rep are not supposed to have access to the leads phone field and email field. We've done the obvious, limit their access setting
Report for companies with no tasks
Hi, How do I create a report to show companies that don't have any open tasks associated with them? Thanks
Updating Deals stage via lead status in Blueprint???
Hi Community. We are using the Blueprint function in our Leads modules to auto update "Lead status" for our sales teams. We also create deals on each lead. The issue we face is that Sales teams never updated the deals stage accordingly to the lead status.
Mass email in Activities
I have scheduled a task "eg. send email x" as an activity to a number of leads. How do I mass email out of this tab?
Send email and cc in additional email addresses
When sending emails to multiple personnel within an organisation we want to be able to send to the key contact and cc in the rest of the personnel. This ensures they realise who has received this. How do we achieve this?
Quote Proposal Software
Hey Guys, I was just wondering what software you use to send brilliant looking quotes i.e. better proposals or proposify. I was just wondering what everyone uses that links with Zoho. Cheers Kelly
Copy custom field from accounts to quotations
I have a custom field in accounts ("payment terms";drop down field ) which should be brought over to a new quotation when created. In Quotations module I have a custom field with exactly the same name; drop down as well. I tried to write a custom fuction
New in Zoho CRM: Make calls using Google Voice
Hello, We made some enhancements to the Mobile and Phone number fields available in Zoho CRM. You can now make calls to the leads, contacts etc. using Google Voice. Earlier: You could not make calls to the leads, contacts etc. using Google Voice. The Mobile and Phone numbers were a link in the Record Details page. You could click the link to dial the contact using Skype. If you had Zoho PhoneBridge enabled in your organization's account, you could click the number (link) to make calls using Skype
App Spotlight: Commercient SYNC™ for Sage 100 and Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Commercient SYNC™ for Sage 100 and Zoho CRM Integrate data between your Sage 100 and Zoho Enterprise CRM systems using Commercient's integration
Quote - Deal Sync and Automation Rules
Hi everyone, I have a couple of questions about Quote and Deal sync. When I create a quote and insert the amount, products, etc, I want to refresh the deal's amount with the amount of the quote. I also want quotes to refresh products in Accounts regarding
Zoho Won vs Lost Stages
For our setup, we have multiple customized stages, with probability mapping adjusted to match. We have multiple closed lost stages that represent various reasons why an opportunity was not won. However, none of these custom stages map to "Lost Stages"
Tracking quotes to multiple bidders bidding on the same deal
Re: Multiple Bidders Working on the same deal We are looking for any documentation or best practices you might suggest for tracking multiple bidders (Accounts) bidding on the same Deal We are a manufacturer of computer peripherals. We use Zoho CRM
Can I use a workflow to update a field with the value of another field? Or of the current date?
It looks like I can only enter text for the field to be updated to. I need to update it to the value of another field. The use case I am using is that I want to keep track of the lead's "Initial Interest Level". Whenever I create a new record, I simply copy the value of Interest Level (e.g. "Passive") over to Initial Interest Level. That way, when I change the Interest Level to "Active", I retain the knowledge that this lead started as "Passive". Please advise! Scott
ZohoCRM Report with Contacts - no way to show account name?
I created a report that shows notes from contacts. I can show the last name of the associated contact with each note - but no way to show the Account? It is just showing blank if I associate Accounts and Contacts with a Notes Report - and add Accounts
Exporting A Certain List of Leads
Is there a way to export only one list (or "view") of leads? I see the "export leads" button in the drop down list under import leads, however they exports the entire list of leads that are in the crm. I am just trying to export a certain group. Any help would be greatly appreciated.
delete a custom field
Is it possible to recover deleted field and related data? Thanks !
How can I check how many leads I have contacted?
As in the title. I am looking for information on how to check how many leads sales people have contacted.
One CRM organization, but 2 organisations in Books
Hi There, I'd need a setup where I would have a separate organization in CRM, as I have in Books, so I can sync contacts separately. I have a US organization in Books, because of the different bookkeeping rules. So I don't want the full list of customers
Zoho Mail and CRM Sync Calendar Availability
Hey, So I use both Zoho Mail and CRM, and the calendar in Mail is my main calendar. Though, I would like the availability shared to CRM (not full event details, as this is not needed in CRM for me). This will make it easier to use the calendar booking
Reminders and events only during business hours
How do I prevent employees from setting up events or reminders after business hours? The main reason is that frequently the person sets it for AM instead of PM. So the notification goes off while we are sleeping. Or when we get to work we think we missed
Email Template adds extra spaces and causes formatting problems
Issue: When composing an email from Zoho CRM using an Email Template, there are often blank spaces and/or blank lines preceding the html content. Most email clients will ignore these blank spaces but some don't. We discovered this problem using Entourage
Activity Logging
Hi guys, So we have recently linked our VOIP system to CRM and it is logging calls in the activities successfully. I was told by 3CX (Our provider) that we can only populate either the Lead, Account or Contact field in a call record and not more than
Custom Module - calculate percentage of two fields
I have a Custom Module in CRM that enables sales people to create a record per month to log some metrics against targets. I have managed to get the form to calculate their targets basked on working days per month - but the output of these fields is not
Twilio SMS do not show me at related list
all SMS that the system sends from Zoho Books or another way I can not see on the Zoho CRM all SMS that the system sent to the clients. example: when the system sends an SMS to the client in the Booking or Zoho Books then i do not see this message at
email drafts
If I create an email, where does it go if not sent or deleted? I see no archive or draft email folder within ZOHO professional.
Zoho Gmail - remove add to Zoho option fro gmail
How do I get rid of that Zoho option at the bottom of my Gmail?
Zoho Quote and Deal relationship
Hi everyone, At this moment, we've been manually entering deals and invoice amounts in the specified fields. Here you can find it. They are written in the accounts. When I change the status of a deal to WON, Zoho triggers an email including these fields.
Need Zoho Workflows to be set up with Whatsup and SMS if clients don't respond to emails
Hello, we want to set up workflow(s) to send SMS and/or whatsup to - clients and - deal contacts who did not reply to our emails, and we cannot add it in CRM workflow rules setting. How can we do such workflow? We want to send pre-auth links to clients
HOW TO ADD FUNCTION CONVERT QUOTES TO INVOICE
Hello guys, can i re-create Button Convert with Function Convert Quotes to Invoice in zohocrm? because, if i create new custom field on quotes item, when i click button convert, new custom field on quotes didn't doing same on invoice module even though
Zoho Forms SUBFORM to Zoho CRM related list
Hi, In my Zoho Forms, I ask the client if he has partners through a subform. The subform is linked to a hidden Zoho CRM subform, which then triggers a workflow to create contacts and link them to the contact Roles related list. It works great, but there
Conditional Fields does not show Formula fields?
As the title says. I want the field "TEST" to show up only if field "Dwie kondygnacje?" is ticked. But it does not appear in the dropdown section of conditional fields creation: Is there anything Im doing wrong? Thank you.
How to create a new related list in zoho crm
Hello, in module deals i have a section of inlay courses, i want to add it to the related list of module deals for making a shortcut for my employees how can i do that? i am attaching a photo Thanks :)
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