Important changes to Kanban view for Meetings, Calls, Tasks, and Appointments modules
Last modified on September 30, 2024: These enhancements related to the Kanban view in the Activities modules are currently available for all users across all data centers. Modified on September 12, 2024: This announcement was initially shared as a heads-up
Get Lead Data Converted Record
# Tips of the Day 27 - Jan - 2023 Get Converted Record Data inside the zoho crm the API Call resvp = zoho.crm.getRecordById("Leads", 5388660000014454001,{"converted": "both"}); info resvp; Get data by search Record API search = zoho.crm.searchRecords("Leads",
Exporting Pivot table in xlxs.
Good day everyone, I am trying to get 2 things done when exporting a pivot view to a xlsx format. First thing I would like to have templates like colors and other predefine choices. At the very leas I would like to be able to keep the color scheme we
Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with global
Shipping cost in Quotes
Hi, On most of my quotes I add shipping costs. We have a grid depending on zones. Today I add the shipping cost manually by copy-pasting the price from a spreashit. I'd like to have at least a way to select the applicable price of the zone so I get the
401 w/ blank response while using a valid access token to query records in Zoho CRM
Hi, I'm building a background sync app for my website, so I used the API console to generate a Self Client w/ authorization code. I set the scopes to - ZohoCRM.settings.ALL based on https://www.zoho.com/crm/developer/docs/api/v7/modules-api.html?srcPlan=NewCRM.
Order of the Tags
Hello, I have a full list of tags for my clients. But i'd like to be able to reorganize them and make the ones i'm using the most, on top the list. Can i do that? If not, can you make the option available, a drag and drop. Thanks
Non-Bookkeeping Client Tracking Needed
I am a tax firm with 200+ clients who do income tax work only. They do their bookkeeping. I would love one solution that would work for all my clients. I use TaxDome to manage clients and communications and as an online portal for uploading and downloading
Remote Screen Option to Black Out
Our support is financial support of our clients books and records. When we provide support, we are often asked to blackou the remote screen to avoid onlookers from seeing any private financial information. Is there a way for us to purposely blackout the remote screen while we are logged in remotely?
Join Us for Zoho User Group Meetups: Explore Zoho Inventory and Zoho Payroll Across India!
Are you a Zoho product user eager to meet, network, and share ideas with Zoho product experts, industry peers, and local partners? If so, you're in the right place! We're excited to announce a series of interactive and engaging Zoho User Group (ZUG) Meetups
見込み客情報の集計について
・実施したいこと レポート機能にて、見込み客(商談化したレコードを含む)件数の集計。 ZohoCRMでは見込客のレコードが取引先・連絡先に変換した際に商談レコードが作成され、見込み客のデータが消える(厳密には見えなくなるがデータとしては保有している)理解です。 理論上は「全見込み客件数＝見込み客タブ(商談化前)+商談タブ」で実現できる認識ですが、1つのレポート内で集計を実現したいです。 ご教授よろしくお願いいたします。
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （9/27）
ユーザーの皆さま、こんにちは。 9月からZoho コミュニティチームに参加することになりました、藤澤と申します。 皆さま、以降よろしくお願いいたします。 9月開催のZoho ワークアウトについてお知らせします。 参加登録はこちら： https://us02web.zoom.us/meeting/register/tZAoce2qrDwjG9B5m8QWJfNtsuMm_Ceem5_Q ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
How to build zoholandingpage
I'm trying to build up a zoholandingpage and its not letting me ..
If I delete a lead from CRM Lead, or convert them from Lead to Account / Contact, will they be removed from Campaigns that are set up to sync with CRM Leads?
I have a mailing list on Campaigns, that is synced to the CRM Leads tab. Now all I have been doing is to import leads from CRM to Campaigns. If I delete the Lead from CRM Leads, will they get removed from Campaigns as well? Similarly, if I convert a lead
Edit Document Name After Status is Completed
Hello, We use many templates to send documents and many times our employees forget to update the Document name from the Default Template Name. Once the document is signed there seems to be no way to edit the Document name any more. Is there a way to make
Calculate days between date
Hi there, I want to retrieve the number of days between the day I buy a product, to the day I sell. So I can have the days of stock duration. Example: I buy 1 car in January, 10, 2023 - then I sell that car in January, 30, 2023. My. stock duration is
Looking for ZOHO expert to configure CRM setup
I am looking for a ZOHO export to whom I can outsource the following tasks : 1. configure ZOHO CRM to suit our needs 2. Customize the Quotation template. We are a web development agency so we sell hours and not products and as a result 80% of all the
How to categorize a returned payment into the same expense account
Example - I pay Google $200 and record that payment under the Advertising account. Then, the $200 is refunded (for whatever reason) back to my bank account. This "refund" should be categorized also under the Advertising account to balance-off the actual expense. However, Zoho Books does not allow me to record the refund under the same account (i.e., Advertising account). Xero and Quickbooks allow you to do this which in my opinion is better than creating an "Others" account as I’ve seen being suggested
Integration from z people to payroll
I accces to my zoho people account User Id: 786682164 when I want to configure Integration I have msg : Integration have been configured already. .. and when I go to zoho payroll account as super admin I have integration to people as inactive if I want
Zoho Flow not fetching Deal properly
I have a Flow that searches for a record in a Custom Module and then uses info in that record to fetch the associated Deal record. But the Fetch Deal step of the flow isn't working. It properly inputs the name and ID of the deal record to be found, but
How can I add a new loan?
Hello I just received money from my bank because I signed a new loan for an investment. How do I put this in the accounts? Regards Dimitri
CRMのフォームが投稿された際の通知メールの発信元について
今月初め位から、フォームに投稿されると来るお知らせの通知メールの発信元が、 notifications＠zohocrm.com から notifications.zohocrm.com@viazohocrm.com に変わっているのですが、これはこちらの設定の問題でしょうか？ それともZOHOの方で何か変更が何かあったのでしょうか？
Join Us for Zoho User Group Meetups: Explore Zoho Payroll and Zoho Inventory Across India!
Are you a Zoho product user eager to meet, network, and share ideas with Zoho product experts, industry peers, and local partners? If so, you're in the right place! We're excited to announce a series of interactive and engaging Zoho User Group (ZUG) Meetups
How to register discount with vendor payments?
Hello, How can one register discount from vendor for early bill payment? Example: Vendor issues Bill with 30 days credit for a total of $1,000 If paid within 10 days of Bill date, one can deduct a $10.00 discount for early payment. When one registers
Is it possible to automatically remove a user from a Help Desk User Group on expiration of their contract
We are investigating whether Zoho Desk will allow us to restrict access to Zoho Desk (Knowledge Base and Ticketing) based on whether they have an active / valid contract. Contracts can be recorded against an Account, and Users are also linked to an Account,
Ticket Management Process for Closed Tickets
Hello! I would like to verify the feasibility of the following process: If a ticket has been closed for more than 10 days, it should not receive any updates or responses. If the user tries to reply to a closed ticket, notify them that they need to open
Découvrez Resume Harvester : une nouvelle méthode de recherche de candidats
Nous sommes heureux de vous présenter la fonctionnalité « Resume Harvester » dans Zoho Recruit. Elle permet de rationaliser votre processus de recrutement en automatisant la recherche de candidats sur plusieurs sites d'emploi, ce qui vous aide à trouver
List Customer Appointments on a Web Page
I am trying to build a customer portal that allows a customer to show what appointments they have been to and what appointments they have in the future. It seems that there is no API's or widgets available allow me to easily get a view of what appointments
Reservation System
Here is my basic code to start with. // Step 1: Capture user input for Check-In and Check-Out dates check_in_date = toDate(check_in,"MM-dd-yyyy"); check_out_date = toDate(check_in,"MM-dd-yyyy"); //info "Check in date " + check_in_date + " - Check out
Changes made by Blueprint Transitions are registered as made by an Administrator
There is a HUGE problem with Blueprints. Changes made by Blueprint Transitions are registered as made by an Administrator. Taking advantage of Blueprints we have setup must of the changes in Leads and Deals. Now our Audit Log is FULL of changes made by
What's new in Instant Messaging? | Zoho Desk | Feature Releases | Sept'2024
Improve your business communications with these new and enhanced features in Instant Messaging! Excellent communication is at the heart of every strong work relationship. These new features and enhancements for professionals will help you build better
Zoho App For Written Note Taking Template
I am trying to use some app within the Zoho sphere of apps to take my on site assessments with customers. Every app on Zoho I tried so far (Writer, Projects, Etc.) can not handle me using my Apple Pencil (It only wants text entry). Is there an app that
Customize the document editor in your web app!
Hello users, Did you know you can customize Zoho Office Integrator's document editor in your app, according to your business needs, and improve the way you work? Read this article to learn about the document editor functionalities you can customize in
IT Asset Tracker using People
Hi, we are currently using Asset Tracker to hold our machine "laptop" information. Is there a way we can use the User contact information in People to associate them to a machine "laptop" Thanks
Client script to validate field: showError and prevent Save
Hi, I am pretty new to Zoho CRM customization and I would like to know which is the best practise to use client script for field validation. I developed a very simple function to validate "onChange" of a field. When the user enters an invalid value, the
Is it possible to close manually the tracking window of a phone call ?
Hi, When somebody's calling, there is a tracking window opening on the right hand side of my screen in any Zoho application. Unfortunately, because I'm out of the office once and a while, my phone line is redirected on somebody's phone outside of my company.
Bounced Email needs unblocking
Hi, One of our leads email addresses has been blocked due to bouncing. It says the reason is smtp 550, potential spam. This is a double opted in contact expecting the emails. We sent 1 email to them with a ZOHO Survey integrated link, CRM says this email
Client Scripts in Mobile App
Hello guys, I'm using client scripts to automatically open a zoho form when a blueprint transition button is clicked. I want to have the same behaviour in the Zoho CRM Android Mobile App. How can I achieve this?
Upload Bulk records in Zoho CRM
Hi, I am trying to upload bulk sales orders into Zoho. The process is so slow via API, so I have decided to change the approach and now I want to upload the Sales orders using csv. Still, I am not sure how I can add the order line products via CSV in
Introducing Teams on Zoho Projects app
Hello, Everyone! We have introduced the Teams module on the Android version of the Zoho Projects mobile app. What's new card will be displayed while accessing the teams functionality. The Teams section is available under the Home module and the Projects
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