Zoho CRM
Zoho CRM User Password for Email Integration
When setting up email integration in Zoho CRM, it's worth understanding that there are two entirely separate passwords involved, and Zoho Admins, and Zoho itself, don't have access to one of them. Two different passwords Your Zoho password. Used to ...
Deleting Emails from Zoho CRM
You can delete an email attached to a record in Zoho CRM directly from that record's Emails related list, but it's worth understanding exactly what this does before doing it at scale. How to Delete an Email from a Record Open the Lead, Contact, or ...
Is There a Difference Between the Trial and Paid Editions of Zoho CRM Enterprise?
No, the trial edition of Zoho CRM Enterprise gives you the exact same features as the paid Enterprise edition. The differences aren't about functionality, they're about scale and duration. What's the Same During your trial, you get full access to ...
IP Address for IMAP
If you need an IP address to whitelist for Zoho CRM's IMAP or outbound email traffic, be aware that Zoho doesn't maintain a single, permanently fixed IP address for this purpose, and this is a genuinely common point of confusion. Why There Isn't a ...
The Email Related List: All and CRM
Email visibility in Zoho CRM has changed in a way worth knowing about if you're used to an older setup, particularly around the distinction between a standalone Emails tab and the Emails related list on individual records. The Emails Related List ...
Why No Reminder on Tasks on Mobile App?
This is a genuine, longstanding limitation rather than a setting you've missed. Task reminders in Zoho CRM don't behave the same way Event reminders do, and this gap has been reported by users for a considerable time without a definitive fix. Why ...
Zoho CRM Contextual Gadget for Gmail
Zoho CRM's original Gmail integration, the Contextual Gadget, was built on a Google technology that Google has since deprecated. It has been superseded by newer, actively maintained options. Current options for connecting Zoho CRM to Gmail Zoho CRM ...
Is There a List of Standard Fields in Zoho CRM?
Yes, Zoho maintains a full reference of every standard field across each standard module, including field names, descriptions, data types, and character or numeric limits. The Standard Modules Covered Zoho CRM's standard modules include Leads, ...
Zoho CRM: Terms of Service and EULA
Zoho publishes its Terms of Service and related legal agreements directly on its own website, and these are the authoritative, always-current source for anything related to your legal agreement with Zoho when using Zoho CRM. Where to Find Them Zoho's ...
Access to your CRM
As a Zoho partner, we don't have any back-door access to your CRM. The only way we can access your account is if you provide us with a user login and password directly. Recommended approach for ongoing work If we're working on your CRM over a longer ...
Does Territory Management Work with Contacts in Zoho CRM?
Yes, Territory Management in Zoho CRM covers Accounts, Contacts, and Deals, so it isn't limited to Contacts alone, though there are some differences in how each module is treated. How Territories work Territories segment your data using criteria you ...
With Email Tracking, Will the Status Always Be Accurate?
No, email tracking status in Zoho CRM is not always fully accurate, and this isn't a Zoho-specific limitation. It's a fundamental constraint of how open tracking works across the entire email industry. How Open Tracking Actually Works Open tracking ...
Default Data Sharing Process
By default, access to records in Zoho CRM is set to Private, meaning only a record's owner and their superiors in the role hierarchy can see it. Data Sharing Rules let you extend access beyond that default to other roles and groups, without opening ...
Where are custom buttons?
Custom buttons let you configure a predefined set of actions that run with a single click, from calling a third-party app to running your own function, and place that button wherever it's actually useful in Zoho CRM. Where to find them Open Modules ...
How do I upgrade to Zoho CRM Plus?
Upgrading to Zoho CRM Plus is now a proper subscription flow within the product itself, rather than simply visiting a separate URL to trigger an automatic upgrade. How to upgrade Open the Subscription panel. Click the User icon in the upper-right ...
How does a Workflow Rule get triggered
A Workflow Rule in Zoho CRM is a set of actions, such as email notifications, tasks, or field updates, that run automatically once specified conditions are met. When you build a rule, you choose exactly what should trigger it from three main ...
Zoho CRM and Xero
Zoho CRM connects to Xero through a dedicated extension on Zoho Marketplace, syncing financial data between the two systems so your team can see invoices and payment status without leaving the CRM. What the integration syncs The extension supports ...
I Have Tried Importing and It Fails, Says Missing Header Rows
A "missing header rows" style error, or a message such as "Column headers cannot be empty" or "None of the rows can be imported," almost always comes down to how your spreadsheet's first row is structured, rather than a fault with Zoho CRM itself. ...
Why Can't I See an Email Template Created in Leads Within Contacts?
By default, email templates in Zoho CRM are module-specific. A template created for the Leads module is only available when you're working with a Lead record, and won't appear in the list when composing an email from a Contact, Deal, or any other ...
Workflow - I am creating a Workflow in Accounts but it doesn't interact with the Contact module
I can't seem to create a workflow in the Accounts Module which updates a field in the Contact module and updates a field in the Accounts module, when the workflow is triggered by meeting certain criteria in the Accounts Module. Standard workflow ...
How to close a Lead? How to make a Lead inactive?
This is a common question, and the key concept to hold onto is that even when a Lead is effectively Closed, Lost, Junk, or otherwise no longer active, you don't want to lose its data, notes, and interaction history. Because of that, the answer isn't ...
How to add Auto Number Fields to Zoho CRM
Auto Number is a field type that automatically generates a unique, sequential value for every record, useful for reference numbers, invoice numbers, or as a cleaner alternative to a default Name field on a custom module. How to add one Open Modules ...
Zoho CRM and Zoho Reports Integration - who can initiate it?
Zoho Reports was rebranded to Zoho Analytics some time ago, and the way you connect it to Zoho CRM has also changed since this article was originally written. Who can set it up A user with Administrator profile privileges in Zoho CRM configures the ...
Can Workflow Rules Be Increased in Zoho CRM?
No, the limit on how many Workflow Rules you can have per module is fixed by your Zoho CRM edition and cannot be raised as a paid add-on or special request. Why the limit exists Zoho has stated that workflow rule execution is a resource-intensive ...
Email Integration: Can I View All Users' Emails in One List?
Yes, with a caveat: Zoho CRM has introduced organisation-level permissions that control whether users can see emails sent by other users within a shared record, which is what was previously missing. What changed Previously, emails sent directly from ...
Zoho Mail Sync Issues with MS Exchange: Common Fixes
Zoho Mail connects to Microsoft Outlook and mobile devices using Exchange ActiveSync (EAS), letting you two-way sync email, calendar, contacts, tasks, and notes. When this sync misbehaves, the cause is usually one of a small number of known issues. ...
How to Capture a Deal's Previous Stage in Zoho CRM
Zoho CRM now has a built-in way to capture a Deal's previous stage, called Stage History, so this no longer needs a custom Deluge workaround for the Deals module specifically. Stage History on Deals The Stage field on Deals acts as a default field ...
Dependant pick list
Dependent (or dependency) picklists in Zoho CRM let the options in one field change automatically based on what's selected in another, such as State narrowing down once a Country is chosen. This is configured through Map Dependency. Note: This ...
How to Display £ and a Comma Thousands Separator in a Zoho CRM Matrix Report
Currency values in Zoho CRM, including within matrix reports, follow the formatting rules set on the currency itself under Setup, so getting the £ symbol and comma thousands separator to display correctly is a currency configuration question rather ...
Can I Copy a Mail Merge Template in Zoho CRM?
Yes, mail merge templates in Zoho CRM are built and stored using Zoho Writer, and you can edit or reuse them once created. Editing an existing template Click the template's name to open it directly in Zoho Writer and make your changes there, or ...
What is Case ID and how does it relate to Case Number on Cases?
Case Number and Case ID are two different identifiers on a Case record in Zoho CRM, and it's easy to mix them up since they both look like reference numbers. Case Number Case Number is the customer-facing reference you would typically quote back to a ...
Telephony Integration - RingCentral where are the screen pop free type comments stored?
When using the RingCentral telephony integration in Zoho CRM, there's a free-type box where you can enter what the call was about. This text is stored in the call's Description field, as part of the Call record itself, rather than as a separate Note ...
Zoho CRM System Requierments
Zoho CRM is a cloud-based application, so its main requirement is a stable internet connection and a supported, up-to-date browser rather than specific local hardware. Supported browsers Browser Minimum version Google Chrome 73 or later Mozilla ...
Zoho CRM Price Books: Unit Price and List Price
Price Books let you sell the same product at different prices to different customers, based on your agreement terms with them, rather than being locked into one flat price for everyone. Unit Price versus List Price Unit Price. The price fixed by the ...
How to Import Contacts and Assign Them to a Specific User
Yes, you can import Contacts (or Leads, or other records) and assign them to a specific user during the import itself, without needing to update ownership manually afterwards. There are three ways to do this. Option 1: Assign everyone to one user ...
A closed lead (Lead Status is Lost Lead) is still in the view All Open Leads
If you've marked a Lead as Lost Lead, or another custom "closed" status, but it still shows up in the standard All Open Leads view, this isn't a bug. Zoho CRM's own position on this is: "In Zoho CRM, you can create custom views to sort the leads. ...
Why Do Deleted Quotes Show in Reports as a Dash?
If a report includes a lookup field pointing to a Quote, and that Quote has since been deleted, the report shows a dash ('-') in place of the Quote's name, rather than leaving the cell entirely blank or throwing an error. Why this happens The report ...
How do I change the fiscal year?
Fiscal year settings let your organisation configure Zoho CRM's fiscal cycle to match your own financial year, rather than the calendar year. Once set, fiscal quarters roll up automatically based on your chosen start month. By default, Zoho CRM's ...
How do I add a matrix report to dashboard?
You can add a Matrix report to a Zoho CRM dashboard. This wasn't always the case, since dashboards used to only support Summary reports, but Zoho CRM has since added Matrix report support to dashboards as well. How to do it Create your Matrix report. ...
If I Remove the Tick in Active on a Product, Does This Make It Obsolete?
Unchecking the Active tickbox on a Product marks it as inactive, but this doesn't function as a true "discontinue this product" switch the way you might expect. What the Active checkbox actually does The Active field is a standard checkbox field on ...
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