Zoho CRM
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 ...
The 'Send Mail' button to send individual emails is not working. What should I do?
When you click the 'Send Mail' button, a popup window (email composer) opens. Before planning to send emails, make sure that the popup blocker is not enabled. To disable popup blocker in Mozilla browser In the browser, click Tools > Options. In ...
Can I schedule SMS Magic to send text messages and track the responses?
You can use webhooks to automatically trigger SMSes using Screen Magic. However, the response to the messages can't be tracked in Zoho CRM as of now.
How to hide a multi-select picklist field in a web form?
When you create webforms using Zoho CRM, you have an option to hide any field except the ones marked as required fields. To hide a multi-select picklist field in a webform, follow these steps: 1. Go to Setup > Developer Space > Webforms. 2. Select ...
Can a lead be assigned to multiple campaigns?
Yes. You can assign a lead or contact to multiple campaigns. Here is how you can do it: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, the existing campaign details, if any, are displayed. Click ...
How can I create campaigns instantly?
To create a campaign instantly follow the steps below: Click the Campaigns tab. In the Create Campaign page, enter the campaign details. (Refer to the Standard Fields) Click Save.
How to add existing leads to the newly created campaigns?
You can add the existing leads to the campaigns by following these steps: In the Campaign Details page, the existing lead details, if any, are displayed. Click Associate Existing Leads/Contact. In the Add Existing Leads/Contacts page, specify the ...
How many emails can I send per day from Zoho CRM?
he email limit for every organization is calculated based on the total number of confirmed and active users in the account. In the Free Edition, it is 50 x total confirmed and active users (per day, per organization) for upto 4 users. For accounts ...
While converting a lead, what happens to the multiple campaigns that are associated with it?
A lead may have multiple campaigns associated with it. In such cases, when you convert that particular lead, you will have an option to select one from the associated campaigns. The selected campaign will be associated to the deal as Campaign Source. ...
How do I export the data from campaigns to external sources?
Follow these steps to export the data from the Campaigns module: 1. Click Setup > Data Administration > Export. 2. In the Export Data page, select the Campaigns module. 3. Click Export. All the records will be exported and saved in .CSV format in ...
Can I send two different campaigns from different Email addresses?
Yes, you can send campaigns from different email addresses. However, while creating a template you should select the appropriate email address that should appear while sending campaigns. This works only when you schedule mass emails.
How do I associate a campaign with other records?
In the Record Details page, the existing campaign details, if any, are displayed. Follow these steps to associate a campaign with other records: In the Campaigns Details page, associate the following: Open Activities: To add tasks and events. Closed ...
Is it possible to send two different campaigns from different Email addresses?
Yes, it is possible to send campaigns from different email addresses. However, while creating a template you should select the appropriate email address that should appear while sending campaigns. This works only when you schedule mass emails.
How can I send mass emails to many contacts?
In Zoho CRM, the number of mass emails that you can send will vary based on your Zoho CRM Edition. Standard Edition – 250 per day. Professional Edition – 500 per day. Enterprise Edition – 1000 per day. To send mass emails, refer this link. Note: 12 ...
How can I see additional information about a product, while adding it to an inventory line item?
When you add line items in the Choose Products window, you have to type in at least one character of the product name or product code to search for the desired product. As you search for it, point your mouse to the Info icon next to the product. You ...
How do I make negative adjustments to the total?
To make negative adjustments to the total, simply type the value preceded by a minus sign (-). For example (-1500)
Can I edit the tax or discount values for an item added to a product line?
Yes, you can. To edit tax or discount, point the mouse to the value and click on the Edit icon that appears on mouse over and change the values. Changing a product's value automatically results in the change of related values accordingly.
Why am I unable to delete a Product?
You cannot delete a product if it is linked to an Invoice or Quote record. To delete products, you must disassociate products from the existing quote or invoice.
How can I create quotes in different currencies?
You can create quotes in different currencies only if you have the multi-currency feature activated in your account. Note that this feature is available only in the Enterprise Edition. See Also Multi-Currency. Note that, if the multi-currency feature ...
I have other fields added to the Product details section. Will the new updates in the inventory module affect this data?
No. The updates in the inventory modules will not affect any of your existing data. But note that you will not be able to add further sections to the Product Details section in the future.
Can I change the order of the line items in a quote or a purchase order?
Yes, you can reorder the line items in an inventory module at any time. To reorder the line items, simply drag and drop the items where required.
I want to include a price book's list price for a product in a quote. How can I do this?
To include a price book's list price for a product in a quote, follow these steps: Point your mouse to the List Price value and click the Price-book look-up icon. Choose the price book required and click Add. The discounts and corresponding list ...
How many line items can be added to a quote or any other inventory module?
You can add a maximum of 200 line items to a quote, purchase order, sales order or an invoice.
How do I edit the discount value or percentage?
To edit a discount, point your mouse to the discount value and click on the Edit icon that appears on mouse-over. To edit a discount value in the grand total, click on the Discount text box rather than the label "Discount".
Where is the Products pick-list field in the Products Details section?
Inventory modules no longer have the Products pick list field. To add products to an inventory module, click Add Line Items in the Product Details section.
Can I edit the round-off decimal places that appear in any currency value?
Yes, you can edit the round off decimal places that appear in a currency value by changing the corresponding currency settings. Click Setup > General > Company Details > Currencies. Click Customize beside the Format textbox and change the decimal ...
How can we add our own invoice number in the Invoices?
You can add your invoice number by creating your own auto number field and hiding the existing Invoice Number field. You can then use this custom field in the invoice template to display the custom Invoice number. See Also Inventory Templates. To ...
How to customize the Terms & Conditions for Invoices, Quotes or Orders?
Terms & Conditions is a system defined field under the special fields category that is exclusively provided for the Inventory modules. It allows you to include the rules and guidelines followed by your organization in the Invoices, Quotes, Sales ...
Can I convert a Sales Order to a Purchase Order?
No, you cannot convert a sales order to purchase order. You are allowed to convert a sales order to Invoice. Read more about how to convert a sales order to invoice.
What type of different templates I can create using Inventory Templates?
Using the Inventory template feature you can create personalized templates for quotes, sales order, invoices, and purchase orders. Read more about creating the templates from the below resources: Create Inventory templates Delete Inventory templates ...
Can I change the autonumber field for quotes and invoices?
No, you cannot change the auto number field for quotes and invoices. However, you can create your own auto number field and hide the Quote Number and Invoice Number fields. You can use the custom field that you create in the quotes or invoice email ...
How do I add common Terms and Conditions for the Inventory records?
Some orgs use common set of guidelines and terms of service for every service or product they sell. It will be logical to set a common value in the Terms and Conditions field that applies across the organization. To set common value for the terms and ...
Where can I find the Unit Price, Quantity in Stock, and Total After Discount details in the line item?
Once a line item is added to the Quotes, Invoices, and Orders, the Quantity in Stock and Unit Price of the product can be seen by hovering over the Product Name/ Product Code in the line item. To view the Total amount after Discount in the line item, ...
How does the Stock Information of a product get updated automatically?
The sales reps need to be cogniance of the available stock in the inventory before confirming a booking with the customer. When a booking is done manually they can check and update the customer and the inventory management team if the stock is ...
How do I search for products while adding line items?
To create an order, invoice or quote for a product, you add them to the Line items. While adding a product you can easily find the desired product from the huge list by entering at least 1 character of the Product Name or Product Code in Choose ...
How can I create inventory templates?
Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed. Follow the steps below to create a template: ...
How do I add products to a quote, invoice, or order?
You can add Product details to a quote, invoice and order by adding line items to the records in these modules respectively. The products that are listed in the Products module will be displayed from where you can select the right product. You can ...
How can I convert my personal account to a company account?
You can convert your personal account to a company account by adding more users. When you add more users, your single-user account gets converted to a multi-user account.
Can I change the 'Created date and time' of a record?
No. You cannot change the 'created date and time' details of a record as they are automatically updated.
Where can I check the storage space available in my CRM account?
You can check the storage space available in your CRM account by following the steps given below: Click Setup > Data Administration > Storage. In the Storage Usage page, you can see the file storage details and the storage details of individual ...
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