Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Mul...
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from tho...
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For e...
Hello all!!! Welcome back to another week of Kaizen. Last week, we discussed Optimizing the Use of Record ID Variables in Zoho CRM Queries. This week, we will explore two impo...
Hello, I was wondering how you forecast revenue as a SaaS? Because my LTV moves all the time and I was thinking of updating the amount of each deal in the pipeline according t...
Hi all, we're currently trying to mass delete 40000 deals from our CRM, that we have already put into a custom view. I'm not that used to the API, but I managed to authenticat...
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. ...
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs...
Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicate...
Hey, we are implementing a huge CRM system including all our departments into the CRM, just like the new UI "CRM for everyone" motivates to do. We used Draw.io to predesign ev...
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could ex...
When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have ...
Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval be...
We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know...
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I ...
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from m...
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