Zoho CRM Community Digest - Nov 2023

November brings a unique charm, especially when it comes to the delightful flavors of root foods that seem to hit the spot during this month. Shifting gears, our CRM Forum was abuzz with engaging discussions and noteworthy announcements throughout the month, adding an extra layer of interest to November.

​

Go ahead and take a look at it.

Product Announcements:

• Zia Strategy Influencer is a tool designed to guide you with a data-driven approach in defining actionable goals and offering strategies to achieve them. We've recently enhanced it by segmenting contributing factors within the Target Contributors and Anomaly Finder components. This enhancement aims to improve the clarity and relevance of your business goals, enabling you to prioritize efficiently and focus on specific areas, while providing a streamlined approach to achieving your target metrics. Learn more.

• Zoho CRM has enhanced its export limit to 200,000 records. The revamped feature not only includes the ability to export subform data, set criteria for specific modules, and choose fields according to your preferences but also allows for direct export of records from the list view. This eliminates the need to create separate reports solely for data export purposes. Additionally, administrators have easy access to a comprehensive list of all user exports. To delve into all the details, check out this announcement now!
  

• Zoho CRM now offers calendar synchronization with Zoho Calendar and Zoho Recruit, allowing users to mark CRM calendar slots as unavailable based on events from these calendars. The flexibility to mark unavailability without syncing all the events from these two calendars helps to have a clutter-free CRM calendar. Learn more.
  

• The latest enhancements to Subform bring advanced customization options to aggregate fields. Previously, aggregate fields supported pre-defined mathematical functions like Average, Maximum, Minimum, etc., apart from Formula Functions and manual entries. This enhancement now provides the flexibility to define criteria, allowing you to select specific values from the entire column while using an aggregate field. The criteria-driven aggregation for specific and relevant data facilitates the creation of distinct views based on different data categories captured in the sub-forms, making data analysis more streamlined. For a comprehensive understanding, check out the full details in this post.
  

• We've recently introduced a new credit system for Circuits, featuring a convenient Pay-as-you-go model for additional credits. For more details on this update, check out this post. For context, Circuits in Zoho CRM orchestrate your Functions, where each preceding Function feeds its output into a pre-defined subsequent Function. This automation significantly enhances the efficiency of your business processes.
  

• Zoho CRM's built-in CPQ engine now offers Guided Selling, an interactive feature that helps the sales teams with tailored product recommendations based on the needs and preferences of specific customer segments. By configuring a series of targeted questions, each linked to a specific CRM field from either the primary module or a related module, Guided Selling efficiently narrows down a specific set of products that align with your customer's interests. The result? Your sales can instantly generate quotes for the recommended products using CPQ. Learn more about the featured use case here.
  

• Zoho CRM has introduced OAuth login support for email relays compatible with providers like Gmail, Outlook, and Office365. This update simplifies and secures the email relay setup process. Discover more about this enhancement here.
  

• Zoho CRM Setup Page is getting a makeover for a better user experience. Driven by feedback from the community, this change provides simplified navigation and is built future-ready to meet evolving CRM needs. Explore the details of these changes here for a better understanding.
  

• Wizards, a key feature facilitating streamlined CRM data entry across various business modules, has undergone significant improvements. Now offering support for Inventory, Cases, Solutions, and Campaigns modules, this release also brings enhanced limits on the number of allowed Wizards. Dive into the details by checking out this announcement.
  

• Zoho CRM accounts now support data migration for the Services and Appointments modules. For a detailed guide on the prerequisites for performing data migration in these modules, check out this post.
  

• Zoho Finance integration now supports the selection of different warehouses at the individual line item level. Check out this post to stay in the loop!
  

Useful Discussions:

• In a recent update, @Sunderjan Siddharth shared news about the launch of Zoho's new data centers in Canada. To begin with, all new signups get mapped by default to our Canadian DC while migration support will be provided to existing customers soon. Check this post to learn more.
  
  
• If you are seeking to select and update terms and conditions tailored to your chosen product for a Quote, explore the diverse options shared by @Nik in this post. 
  

• Gain insights into updating the field criteria in the right sequence and using appropriate operators for report creation in Zoho CRM by checking out the responses from @Linga Siva P and @Andres in this post.

• Explore @Andres' response in this post for insights on making a field mandatory, dependent on the field value from another module.
  

Functions:

• Kudos to @Bhoomi Joshi for aiding @john! Check out the code posted by Bhoomi here for uploading files to a field using Functions.
  
  
• Big thanks to @Hugh Marshall for sharing a Function embedded in a button within the Contact record, enabling the update of the address from the linked Account record into the Contact's address fields. Find the code in this post for more details.
  
  
• Discover how @Ishwarya SG addressed @Elena's need to update a field within the task module with linked record data. Ishwarya's solution involves configuring a workflow rule that triggered upon task creation, executing a Function for seamless field update. Learn more in this post.
  
  
• Appreciating @Catherine for sharing the code that updates all related Deal records when a specific field is changed in the associated Account record. Check this post to learn more.
  
  
• Take a look at the code shared by @Pheranda Nongpiur in this post for scheduling calls exclusively on business days for new leads in Blueprint.
  

Dev's Corner:

• Discover how @Andres provided a valuable solution in this post to address @Taha's need for running a Client Script that auto-populates a field in real time while ensuring the field is locked to prevent manual updates by users.
  
  
• @Liam wanted to use a button in the CRM Canvas to open an external link. Check out the code shared by @d.luna in this post for meeting this requirement.
  

Kaizen:

• (Kaizen #110) - In this post, we have discussed about Record Locking APIs in Zoho CRM.
• (Kaizen #111) - This post covers how to set default values for fields based on different layouts using Client Script.
• (Kaizen #112) - This post gives an overall view of Signals and how to raise signals using Functions.
• (Kaizen #113) - This post covers raising signals in Zoho CRM using Zoho Flow.

Thanks for taking the time to read this month's round-up. Keep tabs on the digest every month for the latest ideas and discussions. Stay tuned and engage in the Forums to be included in the next month's digest. Have a wonderful month!

 

SEE ALSO

Previous month's digest

• Topic Participants

• Swetha S

  

• Sticky Posts

• How to reach the official Zoho Support channels and avoid fake ones.

  Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

  <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Recent Topics

• Whats the Time out Limit for API Calls from Deluge?

  Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default

• How to get the authorization code for domain transfer from Zoho?

  I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, Arun

• I have error AS101 when I try to add paypal@mydomain.com to Zoho

  Please help me with this. I tried to call the help line 4 times but don't get any response.

• Tip #3: How to change your booking page language

  Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

• How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

  Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:

• Diff signature for compose new email and replies

  Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.

• Zoho Website Site Speed Up & Setting

  We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >

• Clickjacking: Zoho Vault's Response

  Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

• No option for pick up in Zoho Books / Inventory but yes on commerce

  Is it planned to release soon on books/inventory?

• Accessing Zoho form enteries via API

  Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call

• Blueprint Issue - Being able to set a subform field as mandatory

  I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,

• Blueprint - Mandatory file upload field

  Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we

• Zoho Books - Include Quote Status in Workflow Field Triggers

  Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored

• Zoho Books - Show Related Sales Orders on Quotes

  Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot

• Add VAT/Tax line to bank adjustments

  When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with

• New Menu Layout Feedback

  I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something

• How to use Rollup Summary in a Formula Field?

  I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

• Form Accessibility

  Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 

• Cannot schedule report delivery

  The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.

• adding attachment in sendmail script where attachment is in a CRM field

  Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

• [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into

• Not sure how to use credits to my account

  Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris

• Control who sees Timeline and Interactions in Zoho CRM through Profiles

  The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations

• Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

  Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.

• Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

  Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

• CRM Validation Rules Support Only Single Condition

  Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution

• Unapproved Leaves are hard to distinguish in Attendance View

  This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are

• Performance Appraisal Probation Period

  Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!

• Zoho Creatorの一括操作における処理の同期/非同期について

  現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。

• Mail Delivery Failed

  Good morning,   I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below.   Any ideas   Thanks   Rob   This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,

• Delete commerce website

  I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The

• Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

  My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will

• Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

  Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

• This mobile number has been marked spam. Please contact support.

  Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp

• What’s New in Zoho Inventory | April 2025

  Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

• Pass current date to a field using Zoho Flow

  I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed

• API: Mark Sales Order as Open + Custom Status

  Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the

• Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

  We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

• Zoho Quartz Screen Recording

  Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

• Next Page