Zoho Campaigns Event timestamps do not propagate to Zoho CRM
We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found
Set Custom Icon for Custom Modules in new Zoho CRM UI
How to center a field inside a section?
I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but
Kaizen #192 - Implementing Custom Token Persistence in Python SDK
Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom
Enable Validation Rule for Multi-Select Picklist Field
Zoho, Please allow validation rules for multi-select fields.
File Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
CRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
get file api is returning Junk data
I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When
How to access the saved Query using API?
I have created a query in setting. Is it possible to access it from a API? What's the endpoint? I tried /v8/queries/important_deals but didnt' work.
Track online, in-office, and client location meetings separately with the new meeting venue option
Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
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
Possible to send Zoom AI Companion transcripts and summaries to contacts in CRM?
Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?
Posibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
Change eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?
I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanning
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
Issue with Template Subject Line Format in Zoho CRM
Hi Team, I’ve noticed that when I update the subject line of an email template in Zoho CRM, it sometimes appears in an incorrect format when used. Please see the attached screenshot for reference. Kindly look into this issue and fix this issue from backend
Leads - Kanban view fit to screen
Hey guys, I created a custom layout for my leads, staged by lead status. I have 10 types of status. In Kanban view I see only 4 columns/stages and need to scroll to the right to see the rest. Is there a way to make columns/stages be displayed all together?
Kanban View UI gets a revamp
Hello everyone, In the coming week you will notice design related enhancements in Kanban View. The UI has been changed and a new option is introduced under Kanban View Settings that allows to change the color of the category headers. Please, note that the functionality is not changed. These changes will not apply to the Activities and Visits modules. Here are the details of the changes: 1. The column widths have been fixed to 300 px. The records will have a box around them for clear distinction.
Can you stop Custom View Cadences from un-enrolling leads?
I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when
Zoho CRM new calander format cannot strikethrough completed task
Hi, Recently there is a new format for calendar within Zoho CRM However, found out that a completed task will not cross out or strikethrough like previous format. Without strikethrough, it will be difficult to identify which task is still in Open status.
How to archive Lost/Junk Leads so sales reps don’t see them, but keep them for reporting?
Hi everyone, In our Zoho CRM we have two Lead Status values: Lost Lead and Junk Lead. What I want to achieve is: When a lead is marked as Lost or Junk, it should disappear from my sales reps’ Lead views (so they only see active leads). At the same time,
Zoho CRM Canvas Copy Original Layout
Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original
MS Teams for daily call operations
Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
Bulk update fields based on date
Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?
Target for a campaign
Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more
how do i remove a specific Zoho Service from my account
I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
How To Save Data Into Zoho CRM Sandbox
Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",
Automate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
How to customize the colors of the Client Portal login screen and add the company logo?
As title, how to customize the colors of the Client Portal login screen and add the company logo?
Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script
Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”
Parent & Member Accounts (batch updating / inheritance)
Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to
Editing / Removing stages for pipeline
Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?
Dynamically Filter User Lookup in CRM Subform
We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only users
Canvas View - Print
What is the best way to accomplish a print to PDF of the canvas view?
We want to set the "Converted from Lead" value in Deals using a Workflow or via a Deluge script. How?
For use in Zoho Analytics, we need the field "Converted from Lead" filled in our deal records. This field is empty everywhere, because we do not create deals directly when converting a lead to a contact. We want to do that using the API or a workflow
Sales Orders: Quoted_Items + items in another subform -> into Ordered_Items ?
hello, When creating Sales Orders, is it posible to inherit/fill the Ordered_Items with all the items from Quoted_Items + all the items from a customized subform with similar fields? Since you can create a sales order in different ways (convert, new -
Enhancements in Canvas
Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
Minimum order quantity
Is there a way to enforce a minimum order quantity - ie has to have a minimum of 250?
Remove HTML Format - Deluge
Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll(" " , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush
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