Fully Automate Contract Request and Send For Signature
So I work as a hypnotist and all the clients I work with are on programs. I have exactly one contract that I use in my business that has exactly three variables. The number of sessions, the cost and the length of the program itself. I use CRM, Contracts,
Can't connect my O365 Email to CRM
Hello, I had my MS Exchange account integrated, via IMAP to Zoho CRM for over a year and it all worked well. We have recently migrated all our email addresses to Office 365 and I can no longer connect. I've tried many things, including disabling the security
Creating a parent-child relationship between modules
Hello, I have a few custom modules all attempting to use the Email related list exactly as the Accounts module does (showing in the Account all emails sent to the contacts associated with it). It is my understanding that this does not work the same way
Troubleshooting an automated workflow email - usage stats not matching
I set up a rule to send a "New Approved Job" email (we named our Deals module Jobs) when certain stages are reached. To ensure it does not send this email multiple times, I set up a checkbox field that will be hidden from the layout called "Active Job
Custom Date Field with Only Month
Is there a way to format the Date field to store just the month? We are looking to add a Billing Month field that is just the Month. In the future I would like to add a report that I can retrieve all the Accounts that are to be billed. The reason for
Kaizen #145 - Assigning values to different field types using Zoho CRM SDKs - Part III
Welcome to another Kaizen week! In Part I of our series, we explored the various field types in Zoho CRM in detail and demonstrated how to assign values to these fields using our Java SDK. In Part II, we continued by showing you how to work with these
BCC Email
Hello --- I just sent a BCC email to a group via my GMAIL which is synched to our Zoho account but am not seeing the email appear on my lead's page like other emails I have sent. Please let me know if I need to change settings. I often will send emails
Full Email Integration in new CRM UI
I'm a huge fan of the "CRM for everyone" direction, and love the new UI, and it would seem it is tailor-made for re-thinking e-mail integration. Would love to see one of two things happen: 1) Bring Salesinbox into the proper UI so that you don't lose
Custom integration of Zoho CRM and Zoho Projects with Zoho Flow
We have a particular use case where I need a personalization of integrating Zoho CRM and Zoho Projects via Zoho Flow The main idea is we have 3 Custom Modules in CRM that when created in CRM should create their replica in Zoho Projects. While being solved
mapping fields when importing from intergers to dates
trying to import data and the data style only allows date mapping. can this be changed to import or must it be lost
Remove "Visit Summary" Section
We're not using Campaigns or anything else but still have the "Visit Summary" section on the Contacts and Leads layouts. We're not able to delete. Please advise.
Image bug
Hi, I would like to report an urgent bug for image display. If I try to display a A module uploaded image in B module thru Then all image field in B module will wrongly display those displayed picture in related list record.
Passing information from CRM module to ZohoBooks platform
Hi there, I use the native quote, sales order, and invoice modules within the Zoho CRM application. I need to pass that information off to the ZohoBooks application's invoicing module. However it doesn't appear the two systems talk to each other. The "integration" they have currently is a seperate "zoho finance" tab within the CRM that can't talk to any of the native CRM moduies to pull their information (sales order details, invoice details, etc) and appears to be just by a skin/input area to create
Workflow field updates to clear value?
I have a date field that I want to clear when a workflow rule is triggered. When I create the field update, I just leave the value blank for the field blank but get an error saying a value is required. Is there an argument or special variable I could
How can we remove the Stage Bar in Deals?
The Stage Bar is great, awesome, unfortunately any person can change to any stage without criteria verification. We are using another awesome Zoho CRM feature for this "Blueprints". We can at least verify some fields are right before changing to some Stages. Now we need to hide the Stage Bar. It helps 0 zero to keep it there. How can we get this done? Creating a custom module for "Deals"? Can Leads be converted to a custom module?
Need SOMEONE'S Help! B2C CRM issues. Need anyone that works in construction, Labor/Service, Roofing etc
Has ANYONE created a successful System process in Zoho CRM that works? I own a roofing company and currently use JobNimbus. I love ZOHO and don't want to give up as I SEE the amazing potential! But, I feel i'm wasting my time! Just when I feel i'm getting
Custom Fields Limit
My edition says I'm allowed 10 custom fields, and I only have 5, but when I try to create a new one, it tells me I can't create any more custom fields, and I have to upgrade my edition. Any suggestions?
CRM Workflow Automation - Monthly Recurring Emails to Deal Contact
Hello, I'm trying to send an email to all Deal records that meet a certain criteria (not stage based - this would be field based) on the 1st of every month. The only option for this seems to be the date/time field, which does offer a monthly recurrence.
Lookup fields limited to 5
Hello everyone, Does anyone know why the lookup fields are limited to only five? Is there any way to create more? I would kind of defeat the purpose of the CRM to not be able to create dozens of them! Thanks! Moderation Update (4th July 2024): We are
Ability to remove public views by the super admin in the Zoho CRM app
Hi Guys, We currently implemented Zoho CRM for my team. One disappointment that I have is as a super admin I would want to control the views on the records my team has. And some of the default public views don't make sense in my organisation. Is it possible
Zoho CRM not supporting Chrome extensions
With the recent Zoho CRM UI changes all the Chrome extensions stopped working. Is this intentional change by Zoho or any other reason. This issue is due to usage iframe in Zoho One UI. CRM is loaded in iframe, so it's not allowing to access elements.
Favourite Email Template - Zoho CRM
Hello, If you save a favourite Email Template in CRM, should this apply as the default template when sending an email? Example... I have a Quote Email Template. I have selected it as my favourite but it does not populate in the email automatically when
Zoho CRM call custom function from another custom function
Hi, is it possible to call a custom function from within another custom function in Zoho CRM. This way you can have smaller and reusable functions. Thank you.
Track Emails Marked as Spam
Hi there, Is there any way to track whether the Workflow Emails or Mass Emails sent out, if the emails are marked as spam by the recipient? I want to know the spam rate for the emails I send out, so that I can fine tune it. Kindly advise! Thank you :)
Assign records based on user roles in an organization
Dear Customers, We hope you're well. We are excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteria
Blueprint transaction not marking previous task as "Complete" when transitioning to next action
Has anyone figured how to get the actions or task to mark as completed when the transition to the next step is completed? (Ex: Transition from "Set up Call Appointment" with a task scheduled to call in 2 days> Next Transition is "Call Completed". Shouldn't
Enable Telephony in Channels for Developer Account - User ID: 60030356237
Hello Team, Good day! I am an engineer here at Zoom. I was integrating Zoom Phone (Telephony) app with a developer edition of Zoho CRM trial (User ID: 60030356237), however, I learnt that I didn't have various channels in my Zoho CRM. The one I am interested
Sub-Forms
Hi all, In the Deals Module, i have a sub-form for multiple companies with different contacts. The Deal is the project we are quoting, and the sub-form is the builders that we are quoting to. When we choose the builder, we then choose the contact related
lending system
We are a lending company that disburses loans to customers and collects repayments with interest over a period of 1 to 12 months. Is there a Zoho app that matches our requirements?
Can I generate a Zoho Access token using ClientCredentials flow?
I have a "Cron Job" that runs every hour. It will update 1 (to many) Zoho CRM 'accounts'. To do this, I need to use an access token in the 'Authentication' header. Now I can manually do this via the "api console" (https://api-console.zoho.com/) and manually
Zoho Notes Search
Is there any plan to add a search option for notes within a record? the global search for notes isn't great at connecting the notes found to a specific record and as far as I can tell you can't specify a record to search for notes within. I've tried some
Get records from zoho CRM (Invalid Request)
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.eu/crm/v2/Subscriptions 400 (Bad Request) widget.html?serviceO…F%2Fdesk.zoho.eu:88 { "code": "INVALID_REQUEST", "details": {}, "message": "unable
Migration from ACT
We have been in the process of migrating our data from an existing ACT database for several months. The migration was imported incorrectly and now we are told nothing can be done to fix it. We call customer service in Texas and the call gets answered by an agent in India. We cannot get any local support and now are six months into the project without 50% of our data. Please do your homework before migrating an existing database. ZOHO is fine if you are starting with a clean slate.
ACT to Zoho migration
We are looking into switching from ACT to Zoho CRM. We'll have over 5 users so we understand that Zoho will migrate out database for free. We are concerned about the ACT Notes. They contain rich text formatting. Does this need to be cleaned first?
New York User
Hi, I'm new to Zoho CRM & getting up to speed with sales automation. Are there any user / meet-up groups in the NYC metro area ?
Sending Emails Through Zoho CRM
Hi We send some emails to clients through Zoho CRM. We usually send them from our email account, however, I would prefer to send some from our no-reply email or our contacts email account. However, when I select these emails I get a message that says
Export CRM email template to HTML
Hello, I was wondering if it was possible to export the HTML of a CRM email template? Or at least copy/paste the HTML code? I can't seem to find the option anywhere. Thanks!
Trace Workflow Rule email notifications
I created a workflow email notification that triggers whenever a Custom Module is created. However, I noticed that there is one instance where it didn't trigger. How can I investigate the reason?
Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to the
Module Search is Overcomplicated
The module search bar is near useless to me. The amount of parameters I need to fill in and check off is aggravating, and usually end up yielding no results because I made a minor mistake. I could see if I had 10's of thousands of contacts wanting to
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