Zoho CRM
How to change the fields in a page from a two-column to one-column layout?
By default, the Create [Record] page layout is set to 2 columns. You can customize the page layout and set it to single column by following these steps: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Customization > Modules and ...
How to customize tax rates?
You can customize tax rates in your Zoho CRM account by following the steps given below: Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the Products module from the Modules list view. Click ...
Can I change the columns for the Contact list under an Account?
Yes, you can change the columns in the related lists (Contacts List) under an Account. To change columns in the Related Lists Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the desired ...
How can I change the order of the tabs?
The option to organize tabs allows you to display only the relevant number of modules and hide the unwanted ones. To organize tabs Log in to Zoho CRM with Administrator's privilege. Go to Setup > Customization > Modules and Fields. In the List of ...
Can I add columns in the popup for the lookup fields?
Yes, you can add columns in the popup for the lookup fields.The columns in the lookup field popup are based on the columns specified for the "All Record" List View. For example, in the Contacts tab, there is an Account Name lookup field. The popup ...
When I schedule a task in a project, and complete that task, how can I either mark it as complete or remove it from my calendar?
You can choose the percentage option within the task, and mark it as completed. You can also manually select the task, click on the checkbox next to it and mark it as complete. You cannot delete or remove a task from the calendar.
Who can create Web Tabs?
By default, only users with the Administrator privilege can create web tabs. However, other users with the Customize Zoho CRM permission enabled can also create web tabs.
Can I delete a module in Zoho CRM?
No, you cannot delete a module (tab) in Zoho CRM. You can only hide the module in your account or customize them as per your requirements. To hide the unwanted modules, please follow these steps: Log in to Zoho CRM with administrative privileges. Go ...
How to make certain fields mandatory or non mandatory in Zoho CRM?
You can make certain fields mandatory or non mandatory in Zoho CRM by following the steps given below: Click Setup > Customization > Modules and Fields. Click the desired module. The Layout Editor opens. From the New Fields Tray on the left, drag and ...
How to modify pick list values?
To add or modify pick list values, do the following: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Customization > Modules and Fields. 3. Select the module you want from the Modules list view. 4. Go to the required pick list ...
Can I revert to the default customizations in Zoho CRM?
No, you cannot. Once the customizations are made in your CRM account, you cannot revert to the default state or original settings.
How can I add a value for the Lead Source field?
Click Setup > Customization > Modules and Fields. Choose the Leads module from the list of modules. In the Leads layout go to the Lead Source field and click More > Edit Properties. Click the Add icon to add a new value. You can also add options ...
Can I change the Home currency for my organization's account?
No. The Home currency can only be specified when the multi-currency feature is activated.
How many currencies can be used in Zoho CRM?
The Administrators can add as many currencies in the organization's CRM account as they want, but only 10 currencies can be active at a time. Other users can choose from these 10 active currencies.
Can I change the currency field value for records?
No. You cannot change the Currency field's value for a record once it has been created. The currency for a record can only be specified while creating a record (lead, account, contact etc.)
What happens to the Currency Locale field under Company Details after I activate the multi-currency feature?
Once you activate the multi-currency feature, the Currency Locale field under Company Details will not be available. The Home Currency that you add while activating multi-currency will be used instead.
How do I implement multiple currencies in my web forms?
You can implement multiple currencies in your web forms in two different scenarios: 1. Currencies as a drop-down list in the web form. The visitor can select the required currency. When you're including the Currency field in your web form, the ...
What are the important things I need to know before activating multi-currency?
Before you activate the multi-currency feature, keep these points in mind: Multi-currency feature is available only in the Enterprise Edition and above. Only users with the Administrator profile can activate this feature and add currencies. Once ...
What will happen if I deactivate a currency that is in use?
When you deactivate a currency, it will no longer be available for use. After deactivating: New records cannot be created using the deactivated currency. However, you may be having existing records that used the deactivated currency. The currency ...
How can I delete the currencies that I am not using?
You cannot delete the currencies that you are not using. As an Administrator, you can only deactivate currencies. When you deactivate a currency: New records cannot be created through the deactivated currency. However, you may already have existing ...
How can I activate multiple currencies for my organization?
Multi-currency support in Zoho CRM lets you carry out business transactions with multiple currencies in the global marketplace. As the Administrator, you can activate this feature by adding the home currency. Once the multi-currency is activated, ...
I placed a request to change the home currency but it hasn't been confirmed. Why?
We have restricted making changes to the home currency because it affects the existing records. This is what happens when we change the home currency: The currency of the existing records will be set to the new Home currency (say USD). The existing ...
Can I change the currency of the records?
Yes. You can change the currency of the records in Zoho CRM. But this is subject to certain conditions. If you have NOT enabled Multi-currency: You can change the default currency by changing the Locale Information under Setup > General > Company ...
While creating a web form, can I edit the notification email that is sent to the record owner?
No. You cannot edit the email notification that is sent to the record owner when a lead, contact, or case is submitted through web forms. Zoho CRM has a default email template that is used to notify the record owners. This template cannot be ...
How can I send auto response emails to all the leads generated through web forms?
There are two options by which you can send auto response emails to all the leads generated through web forms: Email Notification option - While creating a web form in Zoho CRM, there is an option to send common automated emails to all the users who ...
How can I activate or deactivate my web form?
You can activate or deactivate the web form by following the steps given below: Click Setup. In the Setup page, under Leads/Contacts/Cases Settings, click the Web-to-Leads/Contacts/Cases Form link. In the Web to Lead/Contact/Case page, move the mouse ...
What happens if the domain name does not match with the URL specified in Web Form?
No information will be captured if the domain name does not match with the URL where the web form is hosted.
How to add fields to the Web-to-Lead form?
To add fields to the Web-to-Lead form, do the following: Click Setup > Leads/Contacts/Cases Settings > Web-to-Leads/Contacts/Cases Form. In the Web to Lead/Contact/Case page, click Create New Form. In the Field Selection Section, select the fields' ...
Why are the Leads captured through the web forms not visible under the Leads tab?
While creating the web form, you might have enabled the Manual Approval of leads. In this case, the leads generated from the web form will be available in the Approve Leads section of the Leads module. They will be listed in Leads once they are ...
How to add fields to an existing webform?
In the form builder, you can drag-and-drop the fields you need and change the font style and size, background color, alignment of the fields, etc. To add fields in an existing web form Click Setup > Extensions & APIs > Webforms. In the Webforms page, ...
Can multiple web forms be created?
Yes. You can create multiple web forms and have them all active at the same time. However, the number of web forms available in each module depends on the CRM Edition that is being used: 1 per module in the Free Edition. 10 per module for the ...
Is it possible to embed the campaign ID field with the web-to-lead form?
No, you cannot embed the campaign ID field with web-to-Lead form data.
Why do I get an error message "undefined" when trying to generate the code for a web form?
The length of the Landing URL should not exceed 255 characters. You may receive an error message if it exceeds 255 characters.
What happens if the domain name does not match with the Location URL specified in a web form?
No information will be captured if the domain name does not match with the URL where the web form is hosted.
Can I reorder the fields in web forms?
Yes. With the WYSIWYG editor, you can reorder the fields, change the font, its size, the background color and other features in the form.
Can I use any type of fields in the web form?
You can use these fields in web forms: Text, Integer, Percentage, Decimal, Currency, Data, Date/Time, Email, Phone, Pick List, URL, Text Area, Checkbox and Multi-select Pick List. Please note that Lookup, Auto Number and Formula fields cannot be used ...
My web form is not working when I host it in a website. What should I do?
You need to check the following if your web form is not working: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default hidden fields - When the HTML ...
How can I activate or deactivate my web form?
You can activate or deactivate the webform by following the steps given below: Click Setup > Developer Space > Webforms In the Webforms page, move the mouse pointer over the desired form and click the Status icon. If the form is already active, you ...
If I have web forms hosted in various sites, how can I track where the leads are coming from?
You can track the source of your leads by adding a hidden field in your web forms and giving a unique value for the hidden field. In the web form editor, drag and drop a desired field and make it a hidden field. Let us consider the Lead Source field ...
How to integrate a Zoho CRM web form in WordPress?
o publish a Zoho CRM web form in WordPress: Generate a web form in Zoho CRM with the required fields. When you are done with building the form and specifying the form details, you will see the embed options. Select the Wordpress tab. You can choose ...
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