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When to use Lead conversion mapping and Map dependency field?
Lead conversion mapping : Lead conversion mapping is used to map the fields in different modules, whereas map dependency field creates dependencies between two fields belonging to the same module. The main goal of lead conversion mapping is to move ...
What is the maximum number of contacts that can be associated with an Account for mail merge to work?
Mail merge helps you create personalized documents by creating a template that contains the variables (merge fields) which incorporate values from a record. For example, you can place a merge field in an email template to retrieve the customer's name ...
Why am I not able to send email from the Accounts module even though there is an option to create an email template?
The Accounts module holds information about the companies you do business with. For every company, there will be one or more people you communicate with about business. You can send emails to the contacts associated with each account from CRM but ...
Can I resize the product image added to the template?
Yes, you can resize the images uploaded to a template. To resize the image: 1. Click on the image. 2. Click the resize icon to increase or decrease the image size. Note: You cannot resize product images added through merge fields (${product.product ...
How can I change the gray background in an email template?
You can customize the interior and container of the background in email templates. To change the gray background in a template: Navigate to Settings > Modules and Customization > Templates. Select the template you want to customize and click ...
Why is the Grand Total field in an Inventory template not showing the values from the record?
Merge fields are used when the value for a particular field keeps changing. The Grand Total field is a system-defined field that displays data based on the value of the merge field in a record. If the value is not being successfully retrieved despite ...
How do I create product serial numbers?
You can create serial numbers for products by customizing the Products module: 1. Navigate to Setup > Customization > Products > Layout. 2. Drag and drop the Auto-number field from the field tray onto your layout. 3. Choose whether to set a prefix, ...
Is it possible to limit access for users based on their departments?
Yes. Zoho CRM allows you to set permission for modules, records, layouts, and fields to determine whether users from a particular role or department can access the data or not. For example, if you want the sales department to have access to only the ...
How do you save a search filter in CRM?
The advanced filter allows you to extract the exact information you need from a module by defining criteria for the results to be displayed. You can save the filter for quick use whenever you need to look for the same information. To save a filter: ...
How do I replace the images in an email template?
If you have inserted an image in your email template and want to edit it: Navigate to Setup > Templates > Email Templates. Click the Edit icon for the template that you want to edit. Select the image that you want to replace and click the Edit icon. ...
How do I combine two single line fields using a formula field?
You can use Zoho CRM formula fields to set up fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For example, you want to combine the First Name and Last Name fields in ...
How do I create a new tab or module?
Modules or tabs are like buckets that store data or business related information in an organized manner. In Zoho CRM, you will find modules such as Leads, Contacts, Accounts, Activities which store essential information about the interested ...
How can I add employee details to CRM?
If you want to add employees as users in CRM, you can do so by sending an invite to each employee. Please note that you will have to purchase the corresponding number of licences(1 license per user). a record in a separate module. Read more about how ...
Can reports be filtered by region? For instance, can they be filtered by zip codes?
You can't filter reports based on region without entering the details inside the record, either manually or by importing them. Once these fields have been filled in the record (city, state), you can then filter your records and display them.
Can I add or delete the values of the Industry field in the Leads module?
The Industry field is a standard picklist field in the Leads module. This field comes with its own set of default values which can be deleted or replaced and new values can be added. Go to Setup. Click Modules and Fields under Customization Click ...
I use Leadpages and can't integrate LeadPages into Zoho CRM. Is there a workaround for this?
There is no direct integration with Leadpages as of now. However, Zapier offers an integration. Try the integration here. The MailChimp extension for Zoho CRM lets you synchronize your campaigns in MailChimp with Zoho CRM. You also have the option ...
Can I create a new tab in Zoho CRM? For instance, I follow up with expired and For Sale By Owner (FSBO) listings and would like to maintain a database of just those people. Is this possible?
Yes, you can create a custom module for this. To do so, go to Setup > Customization > Modules and Fields > Create New Module. Create the specific module and add the relevant fields for the module.
How can we associate one contact to many accounts without duplication?
If you have many accounts associated with a common contact, for example one business owner may be part of three or four accounts. You will have to enter the owner's name four times to associate all the activities to the respective accounts. In such ...
Can we update/append data to existing leads? For example, when existing leads have further enquiries about a sale, they need to be manually distributed to the sales team. Can this be avoided?
You can generally identify duplicate records through a unique field, such as Email address or Phone number. If you are importing leads to Zoho CRM, you can use the Overwrite option to append the values to the existing leads. Read more about the ...
How do I transfer an attachment from one module to another when using a custom convert button function?
You can transfer an attachment from one module to another using the Upload and Download File API. Learn more about the Upload and Download File APIs here.
I converted a lead to an account. However, the data from Leads did not get transferred to the Accounts module. How can I ensure a seamless transition of data from the Leads to the Accounts module?
You can go to the Accounts module and create fields with the same field type. For instance, if you want to map the currency field from the Leads to the Accounts module, you can create a currency field in the Accounts module and save the layout. Once ...
How can I segregate leads based on the stages they are in?
You can create Custom List Views to segregate leads based on the lead status field. Learn more about creating custom list views here.
Is it possible to set up data sharing rules based on certain conditions in the fields within a module? I would like to set up a condition based on the country field and apply certain sharing rules when the country is Canada, for instance. Is this possible?
You can apply Territory Management to the Accounts, Contacts and Deals modules and set up these dynamic data sharing rules. Learn more about using territory management here.
How can I customize Zoho CRM for many different services?
Use conditional layouts to customize Zoho CRM for many different services. For example, if you have an automobile service centre which offers different kinds of service such as general service, paid service, monthly service or free service, there are ...
If I deactivate a layout, what happens to the records that already belong to that layout and associated workflow rules?
When you deactivate a layout, you will be prompted to transfer the existing records associated to the layout to one of the other layouts in the module. As for workflow rules, they do not get deleted. However, when you remove a layout, the records ...
If I delete a field from one layout, will it be deleted from another layout where it is used as well?
No. If you delete a field from one layout, it will be pushed to the Unused Fields section for that layout. It will not be deleted from another layout. You can bring a removed field back to the layout from the Unused Fields section.
Can I map the fields of one layout with the corresponding layouts of another module?
Yes, if you have created multiple layouts for a module, you can enable the conversion of leads across layouts of modules. Let's say, for instance, that you have created a layout called Mobile Service in the Leads module. All the fields of Mobile ...
If a record has been created and the layout not been made available to the record owner, can he still access and edit the record?
Yes. Even if a layout of the record is not available to the owner of the record, he/she can access and edit the record.
What if the layout is changed for a record assigned to a sales rep? Can the user continue to access it even though he/she does not have access to the new layout?
Yes. The owner of a record can continue to access and edit a record even if the layout of the record has been changed.
Can I access page layouts from the mobile app?
No. Page layouts are currently not available for the Zoho CRM mobile app.
Are the field permissions layout-specific?
No. The field permissions are not layout-specific. If you change the field permissions of a field in one layout, these permissions apply for the field in other layouts of the module as well.
Are the picklist field values specific to profiles?
The picklist field values accessible to a user depend on the layout permission for the user. For example, if a module has 3 layouts with 5 different values each for a picklist field and a user has access only to two layouts, he/she will have access ...
How can I re-use the pick list values of a field from one layout to another?
If you want to re-use the values of a pick-list field that were deleted from any layout (even the layout where you want to add the value), follow these steps: Go to Setup > Customization > Modules and Fields, and choose the Module. Select the ...
What will happen to the records if a layout is deleted?
When you attempt to delete a layout, you will be prompted to transfer the records of that layout to another existing layout. Once you've deleted that layout, the records will be transferred to the layout that you have chosen.
I am not able to create a new layout. Why?
These are the reasons why you may not be able to create a new layout: You are not in the Enterprise Edition of Zoho CRM. You do not have the Customize Zoho CRM permission.
If I change a field's properties in one layout, does it get reflected in another layout? Where it is used?
No. If you change the field properties of a field in one layout, the changes are effective for that layout only.
Can a profile have multiple page layouts?
Yes, a profile can have access to more than one layout - however there can be only one default layout for a profile. To manage layout assignment Go to Settings > Setup > Modules and Fields > Layout. Click the Layout Assignment button. In the Layout ...
When a layout is cloned, are the fields of the layout also cloned?
Yes. When you clone a layout, all the fields and sections along with the field and section properties are cloned to the new layout. You can edit the new layout to make the desired changes.
Can I have different set of options for the Stage /pick list field in different layouts?
Yes, you can.
Can I set different set of mandatory fields in different layouts?
Yes, you can.
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