Trouble creating folders
Hello everyone, new here to Zoho CRM and Deluge. The goal I am working towards is to create a folder with included subfolders when my company creates a new deal. I followed a very straightforward tutorial from Blungo on youtube which was working up until
email to multiple recipients
is there a way from CM to select multiple recipients for same email? If I want to email 4 clients and invite them to lunch, I seem to have to cut and paste the subject and body 4 times. Very inconvenient. (sometimes I have a lunch and learn with 20
Migrating from FileMaker
Hi, I have the most basic FileMaker database of customers that I want to move to Zoho. Not a database expert so requesting help with the move. Prefer hands-on, with screen-sharing if possible, is that something a Zoho user can do for me? Are there independent
Enterprise Vs Professional
May I know the differences between Enterprise and Professional Edition?
Assistance Needed for Password Reset and MFA Issue
I accidentally deleted my authenticator app and forgot my password. Now, when attempting to reset the password and after receiving the email OTP, it is requesting the MFA OTP, which I cannot provide. How can I proceed through this stage? Your assistance
Cannot View Lead Email Responses
Hi, I cannot see the email responses of leads in Zoho. We used the Zoho email engine to send emails to just over 400 leads. Zoho is tracking that activity. However, whenever a lead responds, that information is not shown in Zoho. How do I view these responses
can I automatically add someone that comments on Instagram as leads in Zoho CRM ?
I am following a tutorial from Youtube, it seems that there is a 'Social' tab in Channels set up like this I am using Zoho CRM Enterprise, but I can't find that social tab on my CRM. so how to automatically add Instagram comment/DM to leads module?
how to add subtotals in a quote
Hi, I need to add subtotals under many items when making a quote. How is it possible ? ex. Item Qty Unit Price Total Price Item1 1 100 100 Item2 3 50 150 subtotal 250 Item3 2 75 150 Item4 1 200 200 subtotal 350
feature request - contact/lead photo in list view CRM
A feature request I have is to be able to have thumbnail photos of the contacts/leads available in list views for CRM Any plans on adding something like this?
Sync Google Contact photo?
Can Zoho CRM sync the contact's photo when it syncs with Google Contacts?
Automate populating fields from Account to Deals & update the Account based on Deal data
Hi All, We're new to Zoho. We have about 160 different fields in Account module. We want to achieve two things: 1. When a new deal is created and an account is selected, auto-populate all fields in the new deal from the relevant Account. 2. When a change
Sorting in Zoho CRM Reports
I am trying to use a report that I have created that pulls deals associated with a specific set of contacts. However, once I have the report, it will not allow me to sort the results by some of the columns, specifically, the Deal Owner, Contact Name,
Display Picklist Colors In Zoho CRM Reports
I may be missing this, but is it possible to display picklist colors that have been enabled on Zoho CRM reports? If not, this seems like it would be a standard feature.
report creation
How to create a report on ZOHO CRM.
Place to see all scheduled emails through CRM?
Is there a way to see all scheduled emails in one place? Not mass email, but emails that have been scheduled individually from a lead/contact page. Hypothetically, if i forgot which person i scheduled an email for there's no way to find it
Lead Source Management
Hey everyone! Is it possible to set a new lead source list for this year only for new and opened deals? I would like to keep the old deals with the old lead source list for reporting only. Thanks!
CRM birthday reminder?
Hi, Is there anyway I can get a birthday reminder for my CRM contacts? (So I can then personally wish them a happy birthday) Something like an email reminder would be great.
Limitation of deluge request
Hi Zoho, May I ask if there is any request limitation per each min/hour of the deluge. I will bulk create record and trigger workflow to search and assign related record for them. (may be 200 records in a time) But I am not sure if there is any request
Eblast Day Limit - How to re-send the email for the ones who didn't received it?
Hi everyone! Thank you for your all help in advance. We sent a mass email for 2060 leads, but only 1000 were received. Later we discover that we exceed the 1000 mass email leads per day limit. My question is: How now can I send the same email ONLY for
Custom Field Names With Spaces In Name
I would like to have field names with spaces in the, such as a "Billing Department" in Quotes. When I try to access this variable as ${Quotes.Billing Department}, I am not able to access that variable. I have to remove to the space to access this variable.
Emails in the Vendor Module?
Hi there, I may be wrong but I understand that the Vendor module can be both about companies or Individuals, supplying my company with goods or services. If this is so, then I would assume that you should be able to send emails from within that module
How to Feed partial payments of customers?
Suppose a student pays 50% of the fees and takes up admission, as I see there is only full amount given and the revenue is calculated for the full amount, should I add a seperate field in contacts or pipelines?
Product with different prices
If I want to add a product and it has different prices, can I have the one product and 2-3 different prices depending on the size they would like to purchase? I would like to be able to send them a quote with the prices added inside the quote or do I
Syncing Organizational Emails
In my vCRM, I see that we can sync our emails in the Email Configuration Settings. It appears we can only sync our individual emails. The problem is the CRM get's swamped with all the email even if they don't have anything to do with things that should
How to stay on the new version ?
All is in the title... Each time I log I go back to the old version. Didn't find any place to trim this. Moderation update: Folks, we recommend starting a fresh post when you experience a challenge with the system. The original post refers to a UI uplift
Can't open information in a new tab
Until yesterday, I was able to open contacts, product, etc. in a new tab, but now only a blank page (URL in the format below) is displayed. I can't open information in a new tab in Chrome or Firefox. Have the specifications changed? https://crmplus.
Territories not Assigning to Contacts when its Account has a manually assigned Territory
Hi Zoho and fellow CRM users, I've discovered an odd behviour of the CRM. I have Territories set up and Accounts are correctly assigned Territories according to the set of rules I've developed. Contacts usually inherit the same Territories as their related
How are Last Activity date and Modified Time different?
Is this still accurate? Account Last Activity Time field (zoho.com) How are Last Activity date and Modified time different? Another way to ask the question: What is included in "Activity"? Is this when any field is modified in a record? Is it an "Activity
None sub options at Setup Synchronizing Zoho CRM Meetings with Office 365
My user says their setting have not the option [Check for customer's meeting invitation mails and add them as Meetings in Zoho CRM]. I want to disable the option, because their meeting are duplicated, the same meeting but the Host is different.
Automation/workflow to send birthday greetings employee to employee
Hello. I was trying to make it automatic that when an employee's birthday is coming up, emails will be sent to other employees to write in their greetings and then it will be sent to the celebrant to the day of his birthday. Also how can i create a contact
Retro Active Workflow Rule on Existing Leads
Is there a way to retroactively apply workflow rules against already existing lead records? I am trying to update a custom field on lead record when an email with a specific subject is opened to update the field choice to "yes". I have thousands of records
Zoho CRM running very slowly
Our Zoho CRM is running incredibly slowly within the office, this began on Friday but is still occuring now. Loading the page will take minutes and even email templates are taking a while to appear once selected. Is this a known issue?
Add a dynamic section in mail merge
How to add a Dynamic section in mail merge if a certain option is selected in the deal module? will this action be performed in Zoho Write?
Cannot highlight text in Canvas view
Hi Zoho， Today, our team cannot copy text from Canvas view field. Please help me with the reason. If it is a upgrade. It's unreasonable , please route back the setup for us.
Adding a support/mantainance contract to a customer
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Mass update more than 100 records
Is there a way to mass update more than 100 records at a time? I have 2000 contacts I need to update.
Phone formatting depending on country with + sign
I have some 25.000 Phone number like 9876543210 to be converted to +98-76543210 similar like 234567890 to be converted to +234-567890 so it depends on the country... two or three.. beginning letters is the country number. How to this ?
Video runs on Setup page but I can't access the page or skip the video
When I click on the the setup icon a tutorial video starts. I can't get out of the video and can't access the page. I've tried closing down and going back in, shutting down and going back in but it still doesn't let me access the page or skip the vi
Zoho CRM - Contacts Address Auto Populate
When I create a brand new contact, it would be great to have the account's address auto populate into the fields, so I don't have to go back and forth to manually type in the address. Is there anything I can do to make an auto populate happen?
My trigger on the function is not working
First off all, i tested my function using a trigger and worked nice. I'm gonna try to explain how our workflow works. When a Leads with the specified conditions comes, a registry of a module to deal with the our integrations is created, and a workflow
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