Is Conditional display of field(s) possible in a Canvas Customer Portal?
Is Conditional display of field(s) possible in a Canvas Customer Portal? How?
How best to use default modules for our CRM implementation?
Hi Im using Zoho CRM for a client who has a wedding venue. We want to use the CRM for Leads through to converted customers. We also want to use the CRM to manage wedding events and have a list of recomended suppliers (florists etc) that we offer to our
Problem with Cadence enrollment / using same Cadences for one contact more than just once / deleting completed Cadences
Dear all! We’re experiencing an issue with Cadence enrollment when assigning Emails to tagged contacts. Recently, I tagged 12 contacts to assign Emails, but only 3 were successfully enrolled in the Cadence. Upon review, I found that enrollments only succeeded
Canvas: is it possible to have a fixed header?
Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
Request to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
Kaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using Client
Tracking against a bucket of money
I charge my clients in blocks of $250. It can be pay as you go or monthly subscription based. I have 3 tiers of services each at a different hourly rate. I’m looking to keep track of the $$ bucket and deduct $$ as I work on projects based on the service
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
Workflow - CRM Deals to Meetings - Creating duplicate meetings
I want to be able to create a deal in Zoho CRM and a Meeting be created so that it adds to my calendar, however when I edit the same deal, I want it to edit the meeting, not create a new meeting! Everytime I edit a deal, It creates a new meeting so I
Subform Missing "Add Rows" Button
I created a Subform on the Account layout but I do not show the "add rows" button. I followed the online setup instructions but it looks like I'm still missing something. How do I get the ability to "add rows" to my subform? Here is what it looks like
Zoho CRM Create Client script using Custom Buttons
Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't we
API Credentials Can Be Reused To Access Any Organization Including Dev & Sandbox
When an application is created in the API Console, the client ID & secret can be used to access every single type of CRM: main (production), developer edition & any sandboxes. These credentials can be used to generate an access token for any of these
Can You Check To See if People Opened Emails?
Is there a way to see if someone opened up your email? Or to see what they clicked on it and/or if they forwarded the email to someone else? I'd be nice to have access to that and have it automated so you knew when they looked at it, etc.
Calculate End Date based on several fields and factors
Hi all, I was wondering if it is possible to achieve this thing with Formula Field or Function: We have several fields that needs to be taken in consideration when calculating End Date. Relevant fields are: Meal Start Date (Date Field) Meal End Date -
Searching within Workdrive in Entity pages
Hi I have a great idea. It would be great if the Workdrive section of the Account, Contact, Deal etc pages had a Search box next to the title so that one could easily filter the files. We're finding that some of our Accounts/Deals end up with lots of
Lay-out rules without a blueprint
Is it possible to implement lay-out rules within a blueprint? I want that the field 'Intermediair' only appears when the value of 'Type klant' = 'X'. Besides, I want that a new record in the 'Onboarding' module should be created ONLY when 'Type klant'
how to make a downloaded file has file name + file extension in its name?
I want to download the file from 'File Upload' Field in Zoho CRM, after download the file then I will upload it to our own image server to create a download URL link. I wrote the code below. but the problem is, the file name doesnt have file extension
Setting for Warning on Customer Email Address When Creating a Lead
Hello, I wanted to check if anyone knows if there’s a setting for this: When I create a new lead, I would like the system to warn me if the person already exists as a customer under that email address. Just to clarify: I’m not talking about being warned
Zoho CRM email formatting issues
I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- some
Get the body of an email from the Email module using a workflow
Hello Folks, I've created a workflow that works on the "Emails" module, this workflow sends the email information to a function. My Question is: How I can obtain the body of these emails? Since there is way to get the body from the fields of the Emails
Reassigning Admin User
I need to reassign an admin user to a new employee. If I transfer the admin user data to another admin user and then delete the old admin user, will this impact any workflows, automation, campaigns, that were created by the old admin user?
Custom Multi-Line Field Email Checker ?
I see there is on the Marketplace great extensions for both the phone checker and email. Unfortunately neither are a good use-case for how we operate. I am looking to create a custom function (whether this be through Button or Kiosk) where once clicked,
CRM subform hide delete icon
Hi, is it possible to hide the delete and duplicate buttons on subforms in CRM with client script? I have set the fields to readonly via client script: ZDK.Page.getSubform("Subform").getField("field").setReadOnly(true); Users cant edit the fields anymore,
Report for leads given to sales people and converted leads
Hi, I think i've asked about this before. I would like to be able to tell how many leads a sales person has been given during a specific period and also how many have been converted to potentials. This was easy in Sales force as sales force always kept
Search API do not working
Trying to search sales order record thru reference number but no result back. Do anyone can help me to debug the deluge? Record API Name
Syntax error that does not make sense.
Hi all, I cannot fingure out where this syntax error is coming from. I need to add this to a workflow to update a Contact record Account field by matching the email domain with the website domain in the Account record. I found a solution using Zia Search
Categorize report values into number-based or picklist based columns to optimize your business operations
Hello everyone, We're excited to present a new enhancement to reports by which you can create two types of category columns in reports : Number-based category columns - Group numeric field values into user-defined categories. Picklist-based category columns
Enroll, Script, Win: Hackathon 2024!
Hello CRM Developers! Are you ready to create some magic with Client Script and Functions in Zoho CRM? Let’s make Hackathon 2024 an unforgettable adventure! The Zoho Developer Community Hackathon 2024 is here, and it’s your time to shine! REGISTER NOW
Add/Remove Values on Picklist via Deluge Function/Workflow
I'm trying to figure out how to add or remove a value on a picklist within CRM. For this case, it would need to be done in a workflow function. I see some options for Zoho Creator, but none for Zoho CRM. Are there any functions that can accomplish t
Introducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
Implementing Segment-Specific Uniqueness Rules in Zoho CRM
Context: In our organization, we use Zoho CRM to manage leads divided into three main segments: Segment A, Segment B, and Segment C. Each segment has its own management hierarchy, with a dedicated head and several executives handling the leads within
how to add a folder to each customer
Dear Zoho team, I`d like to have a folder for each customer (filled with pics and Excel files, max around 150 files per customer). Could you help me how to do this? Thanks Peter
I import contacts and get an error message: This is a Converted Lead.
These contacts are skipped and not uploaded. How do I fix this error? What is this error? Thanks, Eyal
Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.
Many to Many relationship from Accounts to Contacts
I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, each
Does Client Script work on Zoho CRM Portal?
Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
Shared Mailbox - CRM
How to link an email sent to a shared mailbox with a contact or a lead in CRM. I tried with Teambox, the extension does not. I tried with shared mailbox in mail, this was disabled by the support because not planned. Please give me the correct way to do
How to schedule reports to email directly to clients
I'm scheduling reports of activity on a client's account which is working fine. I would like to automate this report to go directly to my client, but cannot see how to do this, either in reports or in workflow. Is this possible? Alex
Adding Leads via ZoomInfo Get Created under a Different Owner in Zoho CRM
Hi! Whenever I add leads to Zoho CRM via ZoomInfo, they always get assigned to a different contact than myself. I want to be the lead owner and am struggling with where to fix this. They always get added to the same owner. Thank you!
Email Parser
I have tried email parser with the help of youtube. i setup a new rule for the email parser and sent some test mails. But ending up with the status Rules not matched. Kindly help me on this
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