Sending Automating Infobip SMS in workflow automation
Hello, I am trying to figure out how to use the workflow automation to trigger a welcome SMS message to new leads that enter the CRM specifically at a certain time after they enter. I can not for the life of me figure out how to do this, was trying to
Add expiration_date and request_user_data to external share link creation in Deluge
Background I deliver files to my clients via Workdrive external share links. I create the folder, add the files, create the external share link, then add the link to the invoice in Zoho Books. I am in the process of simplifying this process with the following
Using Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?
I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newly
Remove Profiles from "Forecast" Module
How can I remove Profiles from My forecast Module? Image Below The only revenue generators are the VP's, and the Estimation Managers, and the Estimators subordinate to the Est. Managers. How can I remove the unused Profiles? Its frustrating to see them
New Interface?
I was wondering if a new interface will be released any time soon? We've had Zoho CRM for almost 4 years and the latest interface seems to be one of the most inefficient yet. Would be nice to collapse detail sections of the modules so we don't have to
Custom forms/job sheets
Hi There, Is there any way create a customised/specific work form or job sheet for an engineer to fill out on site, they would answer all the questions a bit like using a zoho form and then they would submit that work form/job sheet and it would be converted
Custom functions set Modified by to script owner
As a ZOHO administrator, I have created custom scripts that run in various situations like updating a field, let's say in the Accounts module. In such cases the "Modified by" field is set to my name, although the record was modified by someone else. I
Some Emails Not Saving
Hi All We are having some issues with sent mail not being saved in the sent folder and some incoming mail not being allocated to the CRM leads. This is only affecting some emails which I find quite strange. Is anyone able to assist with this and if there is any settings that I should be looking at? Regards Greg
Kaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provide
Edit / Modify system generated emails
Hi, System generated emails are great and are very helpful (tasks, etc). Why not allow us the ability to edit them? add/remove/reorder/reposition fields? I'm referring to emails sent from systemgenerated@zohocrm.com BTW - There's an old thread about this
Ability to collapse sections within modules
Some sections are not as necessary for me to see all the time. I'd like the ability to collapse or hide sections for my personal view. Moderation Update: We have an active thread capturing the votes and feedback for supporting collapsible sections. Please
Filter leads by multi select lookup field
We have modules `Leads` and `Marketing Events` and they are connected via a Multi Select Lookup. All is well on that front. `Marketing Events` have a `code` field that is commonly used internally, it is much shorter/easier to use and is unique to the
Create/Update Deal with Pipeline value cannot use Deluge, only RESTAPI
Hi everybody, it has been a long time since I posted a topic. Today however, warrants a comeback as I personally think that this information would be beneficial for the community. If you are looking to update or create a deal and want to specify a pipeline,
Mass creation of tasks.
Is there a way to creating a single task and apllying it to multiple leads. e.g. The task of "Contact lead" to be added to 100 identified leads? Thanks for your time and assistance.
Zoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! Product
Can I access the previous value of a field in deluge?
For instance, can I have a workflow rule that is triggered on field update, and then in script access the "before" value of that field? That is, the value that existed before the user updated the field as well as the 'current' value that the user has changed the field to? EXAMPLE: Workflow rule triggered by field update in Leads module, for the field 'Lead Status'. A record has Lead Status set as Inactive, then a user changes this field to 'Active'. That triggers my custom function, but is there
Force Uppercase
Is it possible to force a field to be uppercase? In particular the city and state fields. Cheers
What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?
No idea what this is. Can't see what it is explained anywhere.
Automating Zoho Assist Data collection in CRM.
Here's what I'm looking for: Initiate a Zoho Assist session from the 'Contact' page in CRM. Capture 'Start Time', 'Duration', and 'Session Notes' for easy display in the Contact page. Generate a report for that client showing the Time, Duration, and Notes
CASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
Copying data from one field to another
Ultimately I would like to use a different field on the lead when converting to an account rather than use the company field, so I figured a simple code to copy data would be the solution but I am having troubles. Is there any easy built-in way to copy
Assistance with Disabling or Customizing Automated Email for Online Bookings
Hello Zoho Support Team, When using Zoho CRM’s online booking feature, an automatic email is sent to clients from noreply@zohocrmbookings.com after they schedule. Currently, this email is unbranded, and I’d like to either disable it or customize its design,
Manually Enter GCLID in AdWords Module Section
Hello, I seem to be stuck in a bit of a bind here. I have integrated Zoho with my third party forms (gravity forms) to capture the GCLID from the URL and pass it to Zoho CRM successfuly. I have one more issue though... I am using a call tracking software called CallRail, and CallRail is able to capture the GCLID with their own AdWords Integration. I am currently using Zapier to pass the call data from CallRail directly into the CRM as a lead with custom fields which works beautifully except for
Competitors Question
How do i create a list of Competitors, i created one for a potential yesterday, i was expecting for this to be available instead i have to create ANOTHER listing for the same competitor. I had also selected the account type when i created this competitor
Automatic Retry Mechanism for Failed Workflows in Zoho CRM
Dear Zoho Team, I hope you're well. We would like to request a new feature for Zoho CRM workflows that introduces an automatic retry mechanism. At times, workflows fail due to temporary issues, such as "Returned error code - Socket Timeout" or other connection-related
CADENCES - Limit on Tasks / Emails ??? WHY ?
I am only here to post my frustration in the CADENCES feature. I had an amazing execution of automation and Cadences was the perfect solution for our office. But I have already run into simple limitations on Tasks / Emails ! This completely destroys the
Adding product image look up into quotes module?
Hi there, how can I add a product image field to this quote subform so when I search the product from my products and it pulls all the information it will also pull the image of that product as well? So essentially when I then upload a template document
Search for data that is inside a Subform - Is it possible?
Hi, I'm searching teh CRM and ZIA Search for data that i know it is in a subform and the search does not find anything. Is subform data even indexed? Is it possible to search for data that is inside a subform?
Bug report: host not correctly copied from Gcal
Hi, I've encountered a bug with the google calendar / zoho calendar sycn. It looks like the host of the event in the google calendar is not always correctly imported to Zoho. Situation: External user (microsoft teams) invites internal user (google calendar)
Forecast type for service type businesses / many stages past winning the sale before closing
Hello, I'm working on building out our Analytics and have encountered a few challenges. We are a service / contracting type business. Our stages are shown below: From a sales side, anything starting at 04 is technically a "Closed Won" sale. We've sent
Link between a customer making the order and a third party getting invoiced and paying
Hi, We use Zoho CRM and Zoho books. As a part of the development of our activities and services we are getting some cases where 1/ we discuss, negotiate with an Entity A, deal that we follow via Zoho CRM 2/ we get an order from Entity A (can be goods
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Export Custom module and get Subform id
How to get Subform ID when exporting Custom Module records?
Need to know profit margin at each invoice level
How to know profit margin at each invoice level.
searchRecords API method does not work properly.
Hello. I have encountered a problem while integrating Zoho CRM. Please find the details below. After inserting a new record into my custom module it cannot be found via searchRecords API method. The structure of the request URL is the following: https://crm.zoho.com/crm/private/xml/CustomModule3/searchRecords?authtoken=MY_TOKEN&scope=crmapi&criteria=(Email:emailtest@mail.com)
Token Expire
Hi Zoho Support Team, We use CloudTalk for our call services, and recently we encountered an issue where data from CloudTalk is not transferring to Zoho CRM. After investigating, CloudTalk informed us that the problem occurred due to an expired token
Organize related lists based on layout.....
....it would be nice if you could organize the related lists when looking at a record based on layouts. Our related lists are out of control right now. Its cumbersome to scroll through lists not related to the layout you are looking at.
Font Size 11 - Zoho CRM Email Templates
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
CRM - Is it possible to allow a customer to edit all contacts under their account via a portal
Hi, I am a new Zoho CRM user, checking out its potential. I have created accounts that have multiple contacts associated with them. I want to allow one person to be able to update the details for *every* contact under their account. Is this possible?
Append tags to records on import
Dear Customers, We hope you're well! Tags in Zoho CRM are humble labels you can earmark your records with for quick classification and recognition. You can tag records one by one when you have only a few records to update; you can automate tagging when
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