Recent Topics
Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
Creation of Path and subpath
In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and
Kaizen #172 - Leveraging the 'crmAPIResponse' Object in Queries
Hello everyone! Welcome back to another week of Kaizen! We released the Queries feature sometime back and hope you have tried it out. A little gist about this feature before we move on to our post. Zoho CRM's Queries feature enables dynamic data retrieval
"We’ve fine-tuned Zoho Inventory..."
Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?
Default Sort Order in Project Tasks View
It should be possible to specify a default sort order (or have the last explicit sort order restored upon reload) for the tasks in the project tasks view. Currently the sort order must be manually re-selected for each sub-group whenever any changes are
BIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks
Possible to change Deal Stage via Deluge function in a Workflow automation when there's a Blueprint implemented for the pipeline?
I've configured a Blueprint for my Deals module pipeline. I want to change the Stage value for a Deals module record through a Deluge function in a Workflow Rule, but I get this error message: "Deals record update response = {"code":"RECORD_IN_BLUEPRINT","details":{"api_name":"Stage"},"message":"Stage
How to query for Deals record based on Pipeline?
I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid
Status properties
Hello, I created a new status called "Hold", but I want Zoho to recognize that when a project is on "Hold" the tasks will not appear as open and the deadlines will not show as delinquent. Basically, freezing the project until it's ready to start up again.
Need to change author's name in blog post
My colleague wrote a blog post for our blog but when I put it on our site, the author's name automatically populated as mine. I contacted ZohoSupport and was told to change the Nickname in my profile. Well, I did and then ALL the blog posts were listed as being written by my colleague! Is there any way to simply change one blog post with the correct author's name?
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
What do the Image Sizes mean in Zoho CRM Email Templates?
Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"
Marketing Automation : Adding to existing Lead Score
I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds
Zoho developer edition does not work for us
Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms
Option to specify or disable "Idle" times in preferences
It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while. I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing. I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.
Is there a Kanban view of Tasks across all Projects?
As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.
Create Invoice and Invoice Items from Sales Order via API
Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with
Stock Count - Does it really work?
We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems
Working with keywords
Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore
Microsoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?
Free user licenses across all Portal user types
Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore
Zoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
Need warehouse listed on packing slips
We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?
CRM Calendar Sync Not Working
I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any
Amazon.in FBA multiple warehouse integration with Zoho Inventory
My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.
A recap of Zoho Sprints 2024
Values in multi pick list are not copied to copied deal
Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field
Zoho Form linked to an external OneDrive Account
HI Can you connect to an external users OneDrive account from Zoho forms that is not a user in Zoho? I have a form that is shared externally where a sub contractor needs to receive info (including pictures) to their OneDrive account. When I try to connect
Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM
hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
Pushing Data from One CRM account to another.
We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?
Difference: Linking Module Record vs. Subform Row with lookup
In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? When
Explication sur comment mettre en place des règles d'affichage ou "layout Rules"
J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas
Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs
Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customer
Automation#26: Notify Parent Ticket Owner on Child Ticket Status Updates
Hello Everyone! Ever found yourself juggling multiple service requests that seem like pieces of a larger puzzle? Managing interconnected tickets can be challenging, especially when updates on child tickets need to be tracked. That’s where our custom function
Zoho Workplace renforce sa sécurité avec l'intégration Zoho Vault
Dans un monde où l’information a une valeur inestimable, la protection des données sensibles n’a jamais été aussi essentielle. Une fuite de données peut non seulement compromettre la réputation d’une entreprise, mais également engendrer des pertes financières
Can the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
How to sort a data in summary report with Monthly ?
Hi Team, Can any one help me out how to sort a data based on monthly, Month was shuffled based on aliphatic order. i want to sort the below data monthy?
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
Set another Layout as Standard
We created a few layouts and we want to set another one to standard:
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
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