CRM activity

• Topic Participants

• Tarek Wanas, MBA

  

• Sathish Kumar P

  

• Sticky Posts

• Zoho CRM Plus in 2023: Let's rewind

  Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

• The CX Workshops are back in 2023!

  Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

• Refer Zoho CRM Plus to your friends and earn rewards!

  Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

• Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

  Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

• Unified telephony in Zoho CRM Plus

  In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

• Recent Topics

• Is it possible to do validation for the Actions added to Reports?

  We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does

• Deluge Count Function for Subform is it supported

  Hi This var1 = count(SubForm_1[ID!=0 ]); Gives the error Form SubForm_1 does not exist in this application Is there a syntax mistake or is it no supported in such a manner

• BUG do APP IOS do Zoho Mail

  Olá, Percebi que quando abro um anexo no APP IOS do Zoho Mail não existe um botão de retorno à caixa de e-mail. Tenho que fechar o aplicativo e abrir novamente. Vocês já mapearam isso? Existe algum botão que não vi? Abs Marco

• Introducing advanced statistics for TikTok and other Social enhancements

  Dear customer,   We've introduced some exciting and much-awaited updates on Zoho Social. You can now interact with your TikTok videos and do much more. These enhancements will help you publish your Tiktok content smoothly, understand your audience better

• Bigin Calendar view - set Monday as first day of week

  Hi, is there a way to set Monday as first day of the week on Bigin Calendar view? Antonio

• Create list dropdown of all form names

  Hi everyone, Can i create dropdown list by all form names? Thank you

• When Field not empty -> Mandatory subform entry

  Here is the scenario. 1. Field: Days of delay is not empty 2. Then: Show Subform below and require to add entries: I managed to setup a layour rule to show the subform when the field has some values. Even though the subform as well as its columns are

• Multiple products per account issue

  We are currently looking to move to Zoho CRM from another package.  I have a need to be able to track multiple lines of the same product for an account.  For instance, we track the product (concurrent user license) for every time a customer orders an

• Zoho Sites "pages" management page

  I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages

• Zoho und die Art, Dinge zu tun

  Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojekt

• Missing users in CRM workflow notification and "share with zoho cliq"

  Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As

• Does an email preview pane view register as opened?

  Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?

• Zoho mail account not active

  Hello, i'm trying to login to zoho mail but it sends a error message saying my "account is not active". What should i do to fix this out? Thanks Regards

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

• Zoho Connect Ultimate in Zoho Workplace bundle ?

  Hello, I'm using Zoho Workplace for few years now, that includes Zoho Mail, Zoho Cliq, Zoho Workdrive and Zoho Connect Enterprise. I would like to use Zoho Connect Ultimate. How could I upgrade ? Thanks. Joffrey

• Sync info from Accounts to Deals in Zoho CRM

  Hey! How do i set it up so that the data i put in the account automatically syncs to the deal that i create from the accounts page?

• How can i download zoho meeting transcription by api ?

  I am using this api to get transcription download url https://meeting.zoho.com/meeting/api/v2/%7Bid%7D/recordings.json I tried to download using transcriptionDownloadUrl in response, but I got 403 error. Is there any endpoint to download it or any scope

• Power of Automation :: Clone the details of the Parent task to its sub-tasks automatically

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• How to move recors from one custom module to another custom module

  Hi there, currently i have a module called sample/production where i have two different types of records inside this module, one sample and the other production. I want to be able to transfer all the sample records without losing any data to a new module.

• Creating a Workflow to add Meeting on Calendar

  I'm trying to create a very simple Workflow to create a Meeting on my calendar when a Deal is created. This seems like a very basic thing and it's not working. Here are a couple of screenshots...what am I missing?

• User Name in Zoho Cliq Not Updating Across Apps?

  We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

• Can Zoho do these tasks? (Long post!)

  Hello everyone, I run a business which helps customers access home energy efficiency upgrades. Our workflow involves generating leads through a Tally form and storing these in Airtable, but I’m finding Airtable’s limitations (such as constant horizontal

• Social Links

  Love the social links at the top of the candidate and contact screen in Recruit - a few suggestions: - implement this in CRM too - would be valuable too - photo - take the photo from the first social profile and use that as the profile photo for the candidate/contact - have the social profile urls to be available to view in the main profile - not hide the data Thanks!

• Starting new; I already see sample data and customers; it is confusing

  Hi, I am new user to Zoho CRM, I plan to upload my customer information. But I already see sample data. How can is see a clean slate. I don't want to see any sample customer or dashboard data. How do I start clean

• Data update/pull from a specific field or module

  Hi Team, Currently, if I need a data from a newly added field on a product like Zoho CRM, I need to refresh the whole module to get the new field. This is taking much time for the data to be visible. If the data pull/refresh can be granularized to fetch

• Zoho Developer V6

  HI to all Zoho Creator Developers This is a discussion for those of us who have begun using V6 developer accounts. With V5, in the instances where a update pulication failed, you could see where the fail was and almost self-diagnose the fix and republish.

• Peppol Malaysia API

  Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

• 【Zoho CRM】メール機能に関するアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からメール機能に関するお知らせをご紹介します。 これまで、Zoho CRMから直接送信されたメールにはユーザー権限が適用されておらず、役職に関係なくすべてのユーザーがメールにアクセスできました。 一方、IMAPやPOPサーバー経由で管理されているメールには権限設定が可能でしたが、CRM内で送信された個別メールや一括送信メールなどは全ユーザーに共有されていました。 今回のアップデートにより、メール機能に新たなメールのアクセス権および共有に関する設定オプションが追加され、以下のことが可能になりました。

• Application Menu

  Dears, Just a little bit pushing on this :D. Really hope this is going to be released soon.

• Zoho CRM App - Links

  Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

• Notebook, colors on fonts disappeared

  Woke up this morning and all my color was gone. I have a note in which I change the font color on certain items to make them stand out. All that color is gone. Tried looking at past versions. Nope. Gone. Now I have to go through the equivalent of 20 pages

• Work Orders / Bundle Requests

  Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

• Map Contact to Account record based on email domain

  Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com

• Question about on User input workflows

  In my app I have a field for device IMEI which should trigger a check on an external API through an invokeUrl. But it seems the workflow will only run after the user has moved the focus away from the field by clicking somewhere else. However, if the user

• Integrating Calendly with Zoho Calendar in Zoho Mail

  I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration

• Error using new beta Import functionality with custom module

  I'm getting an error using the new beta Import functionality in Desk to get some data into a Custom Module. My custom module is called "Senders" and is linked to "Accounts" with a Lookup field. In the csv file for the import there is a column where I

• Zoho REST API Create document issue

  Is it possible to use api/v1/requests endpoint to create a PDF file by sending the PDF as an encoded blob data or any other string format? https://www.zoho.com/deluge/help/sign/create-document.html I'm trying to send the PDF data to Zoho Sign endpoint

• Changing the installed folder name in Workdrive

  Hello, I have a problem with filename length causing me system problems. My company name is Motorsport-Developments. This means my workdrive is: c:\Zoho WorkDrive (Motorsport Developments) Because my folder and filename structure has to include very long

• Custom module in CRM - Would like to have a pdf report of a record once approved and closed.

  Hello I am using the custom module in CRM to create a non-conformance report process. Sometimes the process requires us to send a report once completed and closed to an external person, in the form of a pdf. Is this something I can build into a workflow

• Lock a mail merge doc in Writer

  Short story I've created some CRM merge docs in Writer and I'm sick of staff changing fonts and layout on a whim. All they need to do is hit Finish and Merge then print the doc. Is it possible to make the docs read only to everyone without admin account or to require a password to save? While I think about it can the doc merge the data fields automatically when it opens rather than hitting "Finnish and Merge"?

• Next Page