Products will be listed under the Product lookup field only if they are active. Inactive Products will not be listed in the lookup in any module in Zoho CRM. Impact - Active products (with a tick) even if they are obsolete will be available to quote ...
Please refer to the following help link to know more removing the auth tokens: https://forums.zoho.com/topic/connecting-zoho-crm-using-java-api-method-authentication-token https://accounts.zoho.com/
For now it is not possible to view Webforms in the free edition Zoho CRM. Currently it supports only in Professional and Enterprise edition. https://www.zoho.com/crm/help/web-forms/set-up-web-forms.html#Use_Web_Form_Code
There is a Zap (third party integration) using called: Zoho CRM send SMS via Clicktell when you edit custom field "Send this SMS" It will detect when a custom Contact field called "Send this SMS" gets updated to something non-blank and sent its ...
You need the developer tab visible in Outlook: http://msdn.microsoft.com/en-us/library/bb608625.aspx Click Developer - Visual Basic (note alt+F11 achieves the same result) When the Visual Basic Editor is launched, double click on Project 1 > ...
You need to create a new custom field - formula field to “complement” Closing Date (the standard Closing Date is required and can’t be hidden) and use the following formula: Newdate(Year(${Potentials.Closing Date}),Month(${Potentials.Closing ...
Adobe EchoSign is fully integrated to Zoho via Zoho Writer. But its not quite as smooth out of the box as I would like it to be - eg Merge tags dont quite support CRM yet. You have to make sure users sync CRM Contacts to Contacts in ZMail, then you ...
Use Roles for Security With data pouring in from several sources and multiple users accessing it, maintaining a clean CRM database is not that easy. One best practice is to restrict access to data in your CRM account. Define Roles that will help you ...
Ultimately the Potential belongs to the Account and not a contact. What happens if you work a Potential with a Contact, notes stored at Potential level are reflected in the Contact and then that Contact is no longer anything to do with the Potential? ...
Yes when you open a Potential there is a section called Contact Roles. When you click Add Contact Roles you can add individuals from the Account and what their role is (note Account Roles might need to be changed to reflect your business). If you ...