Zoho CRM
Some records do match an approval process but they have not been submitted for approval. Why?
Records that are created/modified and match rule criteria of a process after creation of a approval process are the ones that will be submitted for approval. If you find that records that match the criteria set but are not submitted for approval, it ...
I am not able to configure an approval process. Why?
You will not be able to configure a workflow approval process if you do not have the Manage Workflow permission enabled for your profile.
I see a few records with a Lock icon on them. What does it mean?
This means that the records are waiting for approval. You cannot edit or convert the record while it is waiting for approval.
Where do the comments I make on approval/rejection/delegation of records appear?
The comments you make on approval/rejection/delegation of records are sent to the record owner as an email notification.
I have modified the rule criteria for a process. In this case, what happens to the records pending approval according to the previous rule?
If you have modified the rule criteria for a process, the records that match the rule before modification will still be submitted and waiting for approval. Approvers selected in this process will be able to approve them. Records created after ...
I am not able to convert or edit a record. Why?
You may not be able to convert or edit a record if the records are waiting for approval according to an approval process. It appears with a Lock icon.
Nobody in my organization has approved a certain record but the record is marked as “approved”. How?
Records submitted for approval will be auto-approved in the following cases. You have chosen Roles under “Who to approve” when you have no users associated with the specified role. You have chosen Groups under “Who to approve” when you have no users ...
Is there a limit to the number of actions that can be created on approval or rejection of records?
You can create 5 actions on approval and 4 actions on rejection of records – one entry per action. Actions on approval Assign Task Update Field Send Alert Call Webhooks Call Custom Functions Actions on rejection Update Field Send Alert Call Webhooks ...
What is the purpose of Assign Task under Action on approval?
When the Assign Task option is selected under Action on Approval, a task is created for the approver. The task acts as a reminder for the user to check the records submitted for their approval. Once he/she approved/rejected the record, the same task ...
In the sequential approval process what is the logic that is applied to the sequence?
When you choose sequential approval process, the user mentioned first, on the top of the list, will be the first person to approve the record followed by the next user and so on.
Can I change the order of approval processes and their rules?
Yes. You can reorder the approval processes and rule entries according to your needs. Remember that the record which meets the criteria of the first rule in the first process will be submitted for approval. So you may want to make sure that your ...
Is there a limit to the number of actions that can be created on approval or rejection of records?
You can create 5 actions on approval and 4 actions on rejection of records – one entry per action. Actions on approval Assign Task Update Field Send Alert Call Webhooks Call Custom Functions Actions on rejection Update Field Send Alert Call Webhooks ...
What is the purpose of Assign Task under Action on approval?
When the Assign Task option is selected under Action on Approval, a task is created for the approver. The task acts as a reminder for the user to check the records submitted for their approval. Once he/she approved/rejected the record, the same task ...
In the sequential approval process what is the logic that is applied to the sequence?
When you choose sequential approval process, the user mentioned first, on the top of the list, will be the first person to approve the record followed by the next user and so on.
Can I change the order of approval processes and their rules?
Yes. You can reorder the approval processes and rule entries according to your needs. Remember that the record which meets the criteria of the first rule in the first process will be submitted for approval. So you may want to make sure that your ...
Is there a limit to the number of approvers that can be chosen per approval process?
Yes. The limit on the number of approvers depends on the limit on the number of entries. You can create up to 10 entries under “Who should approve”. Note that “10” is the limit to the number of entries and not people. The number of entries will equal ...
What are the consequences of deactivating an approval process?
If you deactivate an approval process, the records that were created/modified and match the rule criteria of the approval process before deactivation will be pending approval. They can be approved by the users selected to approve them. Once ...
What is the order in which the approval processes are arranged by default?
The approval processes are arranged in a chronological order with the first process created, on the top of the list.
Can I edit the rule criteria pattern by which an approval process is executed?
When you specify multiple rule criteria for an approval process, the rules are executed in a certain pattern, one after the other. This is represented by AND/OR. As you specify criteria, there is a default pattern created for the rules. But this can ...
Is there a limit to the number of rule criteria that can be set per rule entry?
Yes. You can set a maximum of 25 different rule criteria per rule entry in an approval process.
How do I manage or delete the new Feed Groups?
The groups that show up in Feeds are nothing but the organization's groups that you are a part of. If you are not part of a group, it will not show up in under Feeds' groups. You can add new groups and edit existing groups from Feeds. However you ...
Does Feeds replace Pulse in Zoho CRM?
Yes. Feeds is an enhanced version of Pulse that allows you to collaborate better with users in your organization’s Zoho CRM account. The Feeds feature in Zoho CRM provides a great platform where you can openly share your views and discuss matters ...
If I delete a comment I made to a record update, will that delete the note that is added in the record’s details page?
Yes. Updates made to your record or other users’ records that you follow will appear on your feed. If you make a comment on a record update, it gets added as a note in that record’s details page. Similarly, if you delete the comment, it gets deleted ...
Can I rename the Feeds tab?
No. Feeds is the default name given to the tab and cannot be changed.
Can I select a group of records from the List View and follow them?
You cannot follow records from the List View. To follow a group of records, you can create an auto-follow rule. Or you can have your administrator assign you a group of records to follow by using the Auto-follow rule. In the Auto-follow Rules ...
How do I mention users, groups and roles in my status update?
You can mention users, groups and roles by typing @ before the name of the user, role or group. For example: @Cindy. As you type the name, Zoho CRM displays a list of suggestions from which you can also choose the suitable name.
Who sees the status updates/feeds that I post?
When you post a status update on your organization’s wall, all users in your organization will be able to see it. You can mention an individual, a group, or roles in a status update. To mention a group, simply type “@” followed by the group’s name, ...
Whom can I mention in my status updates, feeds and comments?
You can mention users, roles and groups in your status updates, feeds and comments.
Where can I mention users across Zoho CRM?
You can mention fellow users in the following places: Status updates Feeds Comments Notes section in a Record's Details page.
I am not able to create a Group. Why?
There are two reasons why you may not be able to create a Group. You are using the Free Edition of Zoho CRM. In this case, please upgrade to the Paid Edition to create and manage Groups. Your Administrator has not given you the profile permission to ...
I am not able to create an auto- follow rule for a module. Why?
You can create a maximum of 5 auto-follow rules per module. If you already have 5 rules, you will not be able to create another one. You can try deleting an auto-follow rule that is not required to create another rule.
What are the instances in which I will receive Feeds notifications?
You will receive Feeds notifications in Zoho CRM on the following actions: A user mentions you in a status, comment or message Another user makes changes to the records you own A user makes changes to the records that you followNote: You will receive ...
How long does it take for the Google AdWords information under a lead/contact to get updated in Zoho CRM?
Leads/contacts that come in via Google AdWords will be recorded in Zoho CRM instantly. However, the details about the ad click under the Google AdWords Information section may take up to 24 hours from the click to be recorded.
I have been trying to create a custom field called “Keyword” and Zoho CRM keeps showing an error. Why?
“Keyword” is a default field under the Google AdWords Information section in any lead/contact details page. If you have enabled AdWords integration and then try to create a custom field that is similar to the default fields under this section, Zoho ...
In case I change the value of a potential after conversions have been pushed into AdWords, will those changes be reflected in AdWords automatically on pushing offline conversions?
In case the new potential value is higher, the change will be reflected in Google AdWords. If the new potential value is lower, the change will not be reflected.
When the GCLID is appended to every URL of my site, will it affect page rank in search engines?
No. GCLID is simply used for tracking and does not affect page rank in any way.
Will I be able to export AdWords History?
No. You can only view AdWords Histroy that’s up to one week old and this cannot be exported.
Does Zoho CRM fetch details of all AdWords activity from my account before integration?
No. Zoho CRM only fetches details of activities that occur after integration. Activities that occurred before setting up this integration are not recorded in Zoho CRM.
Can I choose another list of client accounts at a later point after Google AdWords integration?
Yes. You can choose a different set of client accounts that you want to be tracked inside Zoho CRM at any point after integration. However, this does not erase the details fetched from the previous accounts. Zoho CRM will simply stop tracking the ...
I have already enabled Auto-tagging for my Google AdWords account. If I select the Auto-tagging checkbox again during integration, will it cause any issues?
No. In order to proceed with the Google AdWords integration, you need to enable Auto-tagging inside Zoho CRM even if you have enabled it already in your AdWords account. This will not cause any issues.
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