Can't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with
Wizards in Blueprint Transitions
Wizards are really powerful with possibilities to have conditional rules or to add widgets. It would be really helpful to be able to use them in Blueprint transitions. Unfortunately, we have to create custom widgets for nearly everything that we want
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Adding or displaying "Accounts" to Campaigns
I understand we can add contacts to a campaign, but to really get use out of campaigns I need to be able to add Accounts (or at very least, display the Accounts that the Contacts are associated with). In my business, we are on first name basis with many of our customers. It is just insufficient for us not to have visibility into which accounts we have yet to approach or have already contacted in a Campaign. Does anyone have any ideas?
Upload a file to a File Upload Field through API
Hello, Is there any way to upload a file to a custom file upload field in a module when doing an Update using the Record API? I've found and I am able to upload files to attachments but I don't know how to upload them to a field. I've checked the documentation at https://www.zoho.com/crm/help/api/v2/#update-specify-records but the File Upload field type does not appear in the examples. Thanks
String Formula returning to much decimals
Hi all, Maybe a counter intuitive topic, but I'm looking to have a formula field turning numeric values into a string, because i would like to have a blank field instead of a '0' if the value is equal to 0. My formula looks like this : If(IsEmpty(${Articles
Zoho CRM to Zoho Creator
Hi Team, I'm new to Zoho CRM and I'm looking for an integration between Zoho CRM and Zoho Creator. I have created a form in Zoho Creator, and I need it to appear in the Deals section of Zoho CRM when a deal is marked as "Closed Won" in the Deal Stage.
Zoho CRM integration with Google Ads
For a few days, I've been looking at configuring Google Ads Integration in Zoho CRM. I've managed to: - Connect the plugin to my Google Ads account and setup shared conversion goal from Zoho - Implement the hidden field and the js code to populate the hidden field with the GCLID ID. This GCLID ID is properly collected by my backend. However, I struggle to send the GCLID ID to the CRM. I have a custom backend that handles my form request. My backend receives the GCLID ID and submits such type of API
Client Script to change colour of related list item fields in canvas view
Hi, We have a custom module 'provider numbers', related to accounts. Each record in the related list has a 'State' field which we would like to colour depending on the value in our Accounts canvas view (see attached). As there is canvas rule limit of
Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?
So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure
Possible to customise list of file attachment options?
Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.
API Adding to Related List
I have a PHP integration with Zoho that works fine. However, under the Contacts module we have a related list called Check-ins. In the Zoho CRM Api Names its listed Check_Ins1. However if I query the API to get related lists I get this... [sequence_number]
Populating a fillable PDF with zoho data
Can it be done? I use the same forms for all clients. I would like to be able to map fields on the fillable PDF file with data fields from zoho and populate the form based on a selected client file. Perhaps this can already be done, but I do see where that is accomplished. Thanks! wheelergroup
Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
Support SSO For Zoho CRM Customer Portal
We are looking to utilize Zoho CRM portals in the near future. However, we were told by chat support that Zoho CRM Customer Portals does not currently support SSO. This is very strange to me since Zoho Desk customer portal and Zoho Billing customer portals
Enable SAML-based SSO to simplify the login process for CRM portal users
Availability Editions: Enterprise and Ultimate DCs: All Help resources To get a basic idea of the enhancement, please see: Overview of SAML-based SSO in CRM portal. For instructions on enabling this, please see: Configuring SAML-based SSO in CRM portal.
Missing Fields in Lead Conversion Mapping
I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the
Ability to filter by related record's fields
this is a follow up on the infamous filter on the lookup field story. has anyone got a practical tip how to query records with a filter on related records' values? here is my use case: I have a custom module Transactions with Amount field there is a lookup
RTL Support for Webforms in Zoho CRM
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenient
Staying up to date with new CRM features
what is the best way for receiving heads up about new features in Zoho One and CRM specifically? I am particularly interested in being notified about early access features. recent examples: https://help.zoho.com/portal/en/community/topic/introducing-bulk-additions-for-subforms-via-lookup-and-subform-permissions-for-zoho-crm
Problem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
Email tracking from CRM
I have done some extensive testing with sending emails from Zoho CRM and seeing what kind of tracking is available. When I send an email to 1 person, the tracking does work. It goes from Sent to Opened However, when I send an email to 2 people, the tracking
Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just
Export Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another
Arial 10 Point Font: Different Appearance in Email Compose and Templates?
Hi everyone, I’ve noticed a frustrating inconsistency in Zoho CRM regarding the Arial 10 point font. When composing new emails or replying, the font looks completely different compared to what I see in (some, not all) templates. This discrepancy is baffling,
Conditional Field based on Earlier Selection
Good morning all, apologies if this is a dumb or frequent question. I'm building our Zoho for the sales team, and i want to make a "Closed Reason Detail" field visible and mandatory if the lead status is changed to "Closed Lost". I can't for the life
Exporting Deal Timeline
Good evening everyone, I am looking for a solution to export the timeline generated in each Deal, so that I can include it in a report or a PDF and send it via email. The goal is to automatically send this timeline to both the primary contact and the
Include Old and New Field Values in Webhook Triggers for Zoho CRM
Dear Zoho Team, I hope this message finds you well. We are currently using workflows within Zoho CRM to send webhooks to external systems when an email address in our custom module is updated. While the record timeline in Zoho CRM displays both the old
Multi-select Lookup does not have Advanced filter options in CRM
With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter
Subform fields showing in pre-made templates, but not in custom HTML templates.
I am attempting to get subform field information to show up in my custom templates, but the fields are not showing. The other day I created a template based on the Zoho basic pre-made template and the subform fields were showing information. My question
CRM API v2 AdWords GCLID Parameter
Hi, I'm using AdWords Integration with Zoho CRM using a third party webform and can't manage to insert the "gclid" parameter via Zoho CRM API Leads endpoint (version 2). I already checked the following articles: 1. https://www.zoho.com/crm/help/google-adwords/configure.html#Third_Party 2. https://www.zoho.com/crm/help/api-diff/ Form submission works fine. On server side the gclid is correctly included in API request. The Lead is created successfully. All fields (system and custom) are populated correctly
change onwer of untouched leads in zoho crm
Hi Team, If a lead is created and after 24 hours lead is untouched by Lead owner then the lead owner is assigned a different Owner. I find the Solution to this Question. So I want to share this with all of you. I have created a workflow rule for this.
Zoho CRM integrated Commissions Calculator Module
Dear Zoho CRM Team, I'm writing to propose a new feature for Zoho CRM: an integrated Commissions Calculator Module. This module would revolutionize the way sales commissions are calculated and managed within the CRM platform, eliminating the need for
multi-level commission
We are currently checking whether we will use Zoho in the future and are testing the functions in this regard. A commission system is particularly important to me. The following scenario: We sell products and have several commission parties. Party 1 recruits
How to create a button that exports certain report to excel
Hi there, I want to create a custom button that make it so that the user is able to convert the whole report as an excel file. I want to know whether this is possible. The module is question: I wan to be able to have a button roughly where the arrow points,
Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows
Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales team
Colour Coded Flags in Tasks Module List View
I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due
Trigger to send an email to the product owner when a lead i added
Hi, In my leads, I have the related list of product ! I would like to send automatically an email to the product owner when a new lead is manually added to the product I don't find solution in rules, because related list is not available many thanks
Export Notifications from ZoomInfo to Zoho CRM
Hi, We are exporting leads from ZoomInfo to Zoho CRM and I wanted to know if there was a way to export information about the contacts we already emailed. As an example, in Zoominfo it says that we've contacted Mr. Johnson one time, is there a way to export
Next Page