Feature Requests and Availability Timeline
Feature requests from our customers and internal teams along with the availability timelines have been compiled here
How do I use Deluge to add a Contact Role to an Opportunity (Deal)?
We have a related company that we want to take contacts from and add them directly to our deal as contact roles. For example, we have a deal with the field Operator (which is a Account/Company) that links to the operator on the deal. When we add that operator to the deal, I'd like to have a deluge script that creates a Contact Role directly on the deal that for a specific person from that operator with the role "Operator". This way we can do reporting easily that shows the company of the operator
On event of create Zoho project make external restservice call
Hi , I am all new to zoho project. What I want to do is whenever user create project or tasklist in ZOHO project, on the create action I want to make external rest service call. How can I do this.
Is it possible to Get and Set the values in Subforms?
Is it possible to Get and Set the values in Subforms? If so, how?
API to pull contact's photos from CRM
Hey there, We keep a list of contacts in the CRM and we would like to show those contacts as a list of profile on our website. We are planning to use the REST API to pull the data of those records from the CRM and display it on the website. However, according to the documentation of the Zoho CRM REST API, I see no option to pull the photos that we have uploaded for the contacts. Is there anyway or any workaround to do that? We would like to also display the photos that we have on the contacts. Thank
Cancelled or moved Calendly Appointment -> move activity in Zoho CRM
How can I send the changed date/time of a moved appointment to the according activity of a lead/contact in Zoho CRM? And I want cancelled appointments to be marked as "cancelled" in the subject line.
Better email features to send clients information: Automatically triggered (on task, milestone or other blueprint), rich text templates, with dynamically inserted information #clientfirstname etc.
I want to be able to send emails to our client users that have more information than a standard task or milestone completed. I.e. When a task (or milestone) is completed we should be able to trigger rich text emails that we can template ourselves. Templates with links to forms, reports, bookings, requests for information etc. Just as in CRM where you can trigger templated emails with blueprints when certain triggers (like completing a task) take place, we should be able to trigger templated emails
How Accessing Books Items from Deals Module
Hello, In Books, we have set all our products and grouped them too. We have basically 2 set of products. It works fine. However our sales agents are using the CRM to create Deals. We have currently 2 layouts, one for each kind of product we sell. For each layout, a product field is set as multi select field, containing only the product for that layout. As such, when a new product is available, I manually add a new entry in one of the 2 fields. How could I automate this? Books is the main product
Last order placed
Hello again, I tried to do this based on provided code below, but didn't get what I wanted. Basically failed miserably https://www.zoho.com/developer/help/scripting/update-records.html I tried to build a code to get date of a field called Paid Deal from Deals, and put it into a field called Last Order Placed in Accounts. Both fields are date fields, so that should work right? I guess there is a function to get and put records, but I just failed at building it. I wanted to add a workflow to it and
Zoho Books Api - Item - read / update custom fields
I have added two custom fields to Item. I would like to know how to read or update the custom fields through API. Let me know it is possible.
report
can we have the comment section appear in the report
Zoho CRM - Invoices module - Quantity in product table is blank
I am having trouble with my Zoho CRM inventory template. This is the first time I've experienced this problem. I deleted two inventory templates the other day and since then the quantity fields are always blank. I've tried everything. Replacing the product table. Deleting all templates and starting over. Nothing works. All exported invoices have blanks in the quantity column. This is a feature of Zoho CRM that I use quite regularly, so it is quite urgent that I resolve this as soon as possible.
Import - Word of the day #81
Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities in any business. For that reason, importing should be easy and should help you maintain clean data without duplicates. If the import file is in .XLS, .XLSX or .VCF format, you can import a maximum of 5000 records/batch for all CRM editions. However, to
Recent updates in: Zia Image Validation, Business card view, Cliq notifications, and Dashboards
Hello everyone, In our recent updates we rolled-out the following: Permission to configure image validation rule and review images Two new profile permissions are added for Zia's Image Validation: Manage Configuration and Manage Actions. These can be enabled only for users with Administrator profiles. Read more Manage configuration: Users with this permission can only create, edit, view, enable, disable or delete a rule. They cannot review the images. Manage action: Users with this permission can
Buttons
Hello! I would like to add a button that would appear when creating a new account and redirect to creating a new account with specific layout and autofill couple of informations. Example below. An example: > I have a company X and I create an account for them. > Company X has multiple shops in different locations. > I click a button that says "Add locations" > It redirects me to creating a new account from different layout (simpler) > It has only few fields to fill in - Company Name, Parent Company(custom
Contact Reports / Meeting Notes - Multiple Contacts
Hello, Does anyone know if there is a way to associate or attach meeting notes to multiple contacts without going into each individual contact and then attaching the notes there? I have tried to do this using both Attachments and also Contact Reports. However, there is no way to select the item and then add more contacts. Any potential solutions would be appreciated. Thanks!
Why is there no task management and collaboration for clients?
Currently there is no task management or collaboration options within zoho or the zoho one package. This is quite poor at this stage. The purpose of zoho is to bring all apps in house instead of using many different software options. There should be a software option to share task lists and progress/milestones with clients and they can check these off as they complete them. This should be a private login. Projects is pointless as it requires a subscription for a user and when you have 100s of clients
Unable to get Records of Creator App from Desk
I am trying to get fetch Creator App report records from a Desk script but I always receive the same Error message: {"message":"Please verify whether you gave a valid ownerName,appLinkName and viewLinkName or not","status":"Failure"} I am parametrizing the function like is explained in zoho documentation: <variable> = zoho.creator.getRecords(<ownerName>, <appLinkName>, <viewLinkName>);
automations within our Zoho One package
Hello I wonder if you could help. Im looking at setting up automations within our Zoho One package but I am confused which one to use as our automation would be cross the different options for example:- If someone is tagged as something in Zoho CRM then to be sent the campaign automation in Zoho Campaigns – if they are untagged then that automation stops. We would also need to flag to the CRM owner if a recipient of an email in Zoho Campaigns responds to something in the email i.e. clicks a link
Update Field process in Marketing Hub
When using Marketing Hub, I'd like to update a field in ZOHO CRM. After updating the field, I'd like to trigger a ZOHO CRM workflow process. Is there any documentation on how to do this with Marketing Hub?
Deleting an app
Hi, I started to create a vertical CRM, to find out I made a slight mistake (Beginner starts coding ;) ). I'd like to remove / delete this application. It's not yet reviewed not published. I couldn't find a way to delete this vertical application. Is a button or link anywhere to be found ? Thanks !
Backordering Items
We have integrated our website with Zoho Inventory. So basically stock and SKU information is flowing from Zoho Inventory to Zoho Commerce. So all items that does is not in stock in my warehouse shows as 'Out of Stock' on my website. However, I want to accept orders for SKUs that is currently not in my warehouse and backorder items from my suppliers once we get the inventory. Is this possible? In case I adjusted the stock position manually, will this affect my accounting on Zoho Inventory?
Changed behavior of zc_LoadIn=dialog
Hi - did anyone notice a change in behavior on the url parameter "zc_LoadIn=dialog" during the past couple of weeks? Seems use cases where this used to open a nice popup window now load in the same window. Were any changes made to the backend?
Zoho Desk Community Digest - June 2020
New Features of the Month Now Contact account multi-mapping option is available for all themes. Previously, this was option was only available for Elegant theme. Croatian and Slovenian languages have been added for Help Center Marketplace Updates Introducing SugarCRM and 3 other Zoho Desk extensions Other Enhancements In your community, you will now be able to add a "Vote" option for the topics added under "Idea" topic type. This option is available in list view and detailed view as well. In
Emails from different users not showing up in Zoho CRM
Hi I use zoho CRM and zoho mail. I have multiple different users on my zoho mail and CRM and I would like if anyone emailed a client in zoho mail that it automatically gets added to the CRM but I cant seem to get it syncing properly. Kind Regards Ryan
Can I use the existing Email templates in CRM for Email campaign?
I see this question has been answered in a previous post: "You can directly copy the HTML source from CRM and paste it in the Zoho Campaigns HTML editor. To copy the HTML, click on Insert html option which is located above the HTMl editor." The problem is that I can't find the 'insert html' option located above the HTML editor. I have created a basic template in CRM, and would like to copy it over to my Campaigns. Can you detail the exact steps of how to do this? Thanks!
Blocked from sending email
hi I have just signed up for this email service as my last host had deliverability issues. We as a business send out weekly invoices to 120+ customers every Thursday evening. We set a delay of 4 seconds from every email and we got blocked. This has caused us major issues. Not only do we not know who has or hasn't received their invoice, we are going to annoy some customers sending two invoices eventually. Can you please either tell us what a reasonable delay of sending an email should be to prevent
My Zoho Story #05 Tiffany Stillwell - Adapting a cloud solution for business growth
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Tiffany Stillwell is the Vice President of Marketing at Patten Title Company. Listen to her story on how going cloud empowered their business.
Get a Last Touched date between Modified Time Activity Time and Email Date
I'm trying to get a field that will show me the last time a lead was touched. This is defined as the date that something was recorded against the contact and should essentially be the last date between the following fields Lead - "Modified Time", Open Activity - "Modified Time" Closed Activity - "Modified Time" Email - "Date" This field would very easily let me see if from a high level if leads have been followed up on in a timely manner. I have seen the various work-arounds suggested for manually
Enhancement in Portals: Access to Subforms and Editing record added by other users
Hello everyone, We have made the following enhancements in the portals feature: Editing records added by other CRM users: The portal users will now be allowed to edit records, added by other CRM users, which are associated with them if they have the Edit (shared) permission. For example, if an account or a deal is associated with the portal user by any CRM user, then the portal user will be able to edit those records. Access to subforms: The portal users will be able to create, edit, or delete values
How to match transactions in Zoho Books for salary payment
I use Zoho payroll to issue salaries, its all integrated with books and ICICI bank and makes the payment well. But when it comes to matching the transactions in Zoho books for salaries that are similar it becomes difficult. Under the banking transaction if we click on the amount recorded, it will suggest matches of all similar salaries issued using payroll, we can't see reference number in the match list to identify them correctly. Do let me know if there is a way around or a probable fix
Failed to send mail
I am having trouble with one of my accounts in the Android mail app. Whenever I try to send an email I get a notification saying "syncing mail" then a notification "failed to send mail". The message doesn't show in the outbox, if I tap the notification it loads the compose message page, with my message loaded. I am able to download and read messages from that account and I am able to send mail via the account from a web browser, and I am able to send messages from the app using a different account.
Create a simple .txt or .csv file in Zoho Creator
Hello, We are developing an app and we need to create a simple "txt" or csv file depending on the user´s input (getting the input via creator report or form). The files are very simple and have the following appearence: 1"Unit_type" "Action" 20 0 "Card_number"-"Customer_Name" 1 1 (The bold letters correspond to the variables we fetch from a Creator form or report) We tried the tofile() deluge function but it doesn´t work in creator. We also tried the merge&store function for Zoho
Kaizen #40 - System-defined fields and their default values in Leads #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss the system-defined fields and their default values in the Leads module in Zoho CRM. We will cover the following in this post: System-defined non-mandatory fields and their default values System-defined mandatory fields What are the system-defined fields in a module? The fields that are available by default in a module, are system-defined fields. You can choose to set values to these fields, or the system
WorkDrive Search does not search Team folder names
Is this going to become available soon? For example, if the Team Folder name is "ABC123" and I search for "ABC123" nothing comes up.
Exporting report data to Excel?
Is it possible to export data from reports into Excel?
Reporting "billable" but not yet "invoiced" Tickets from ZohoDesk
How do I make a report of all closed tickets, that are "billable" and not "invoiced" in a given time period? We regularly invoice from ZohoDesk, but only once a ticket is closed. I need to be able to report on tickets that closed (maybe a ticket from last month just closed in this month) and are not invoiced yet. Right now, I can only report on closed tickets that are billable, but that shows "invoiced" and "billable" status.
Prevent Contacts without Account from Syncing to CRM
We’re using the 2-way sync between Desk and CRM. Works perfectly 95% of the time, but occasionally we get new tickets via email that also create a new Contact. The new Contact is not associated to an Account, but still sync to CRM automatically. In our organization, we require an Account. Is there a way to prevent contacts with no Account association from syncing to CRM? Ideally we give the agent the ability to associate the Contact to an Account before it syncs.
I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below.
Hi guys, I have tried everything I know how to do to try and resolve this current issue im having. I've even emailed one of the fellows at Zoho and he sent me some steps to add a DKIM to my domain, which I did, and its still not working. Can someone please help! CRM is telling me to add a certain txt value to the subdomain on my godaddy which i have NO clue how to do. this is what the email is saying. "This is the mail system at host smtp.shopify.com. I'm sorry to have to inform you that your message
Aggregated SumIf help?
Hi! I'd like to make a report in which I compare a client's usage data over a certain time frame against a group of clients' usage data using an aggregated formula in the Y-axis, however I'm struggling with this a bit. I have a column called "columnA" in which there is either a 1 or a 0. I then have a column called "client" (string) in which my different clients are listed. I would like to make an aggregated formula that adds up the scores of "ColumnA" for certain clients from the "Client" column,
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