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 NameSyntax 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 SearchAdd home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?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 columnsEnroll, 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 NOWZoho Support is Dysfunctional & Don't Know Their Own Support Hours
Seeking clarification on Zoho support hours and contact numbers please. We have been trying to phone Zoho support on +61 2 8066 2898 at 9:20am AEDT for the second day in a row, and gotten a message on Zoho's support line: "support is open monday throughAdd/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 tIntroducing 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 modulesImplementing 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 withinhow 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 PeterI 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, EyalText 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, eachDoes 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 doZoho CRM Process Improvement Questions
How to set up one email to check if specific actions or conditions are met? How to ensure emails on the CRM appear threaded within the CRM system? How to add a dropdown menu for selecting the state in relevant fields? How to unlock editing details whenExchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!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? AlexAdding 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 thisZoho CRM - looking to create a custom module to replace the out of box Notes feature
Hello, I am looking for feedback and ideas from the Zoho CRM community regarding my dilemma . . . . our sales team uses the mobile app daily to conduct their business. Each rep is required to enter notes to track their activities/engagement with potentialUpdate a field everyday
Hi, I have a field called “Estimated Shipping Date”. This field is the result of the sum of today + field —> “Today + CPQ Days”. I have a function called “SHIPPINGDATE”, that is activated via workflow rule when “CPQ Days” field is updated. However, I need to a workflow rule that activate this functions everyday at 0.01am, if the stage of the deal is “En Revision”. I have my deals under revision for a few days, so I need “Estimated Shipping Date” to show the correct date, so in order to do so theMultiple approval process steps for the same field don't trigger
Hey everyone, I've been trying to make two Approval Process Steps for one specific field (pick-list) but the second step never triggers. The logic is this: When a record is created, the pick-list field has the default value 'waiting for approval'. WhileProblem to link zoho CRM to Zoho Desk
Hello, I am able to link my zoho CRM to zoho Desk. It used to be linked but the connection didn't work, like contact were not update, so I decide to remove it and install it again. But I can't. Can you help me please and tell me what yto ou need for that.Immediate action required by Notification SMS users
Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom RegulatoryFormatting Mailing Labels
I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random information. I would also like to change be able to change the size of the labels. At the very least I would like to know what type of labels I can get that would be the correct size.setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineZoho Finance Bug: MAJOR ISSUE - Duplicate Records Created in Zoho Finance (Sales Orders & Invoices)
Posting this incase other people are unaware of this issue. It's been reported multiple times but there's no solution in sight. Summary of Issue We convert CRM Quotes to Zoho Finance Sales Orders. Since early June we randomly get duplicate Sales OrdersHow to disable clone record for a user?
Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRMHow do I associate pricebooks to a customer?
I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebookUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's💌 Mailchimp for Zoho CRM by Yaali Extension - 🎊 New Extension Released 🎉
Hello Zoho Users, As a business, your customer relationships should always be top priority, and that includes how you engage with them through email. But let’s face it – juggling between Mailchimp for email campaigns and Zoho CRM for customer data canLayout Rules / Quick create
Hello, is there a way to create a layout rule for quick create option? Regards, KatarzynaRestoring CRM to orignal Zoho default settings
Is there any way I can restore my CRM to original default Zoho settings withou losing my data?Zoho CRM Appointments and Services
The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow "Appointment For" lookup to the Deals module. For us and I'm guessing othersACR Phone mobile app for logging phone calls into Zoho CRM
ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phoneRecurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringZoho CRM - Is is possible to remove unwanted filters from Accounts/Deals/Leads etc?
Hi guys, There is around 20-30 filters - due date, owner etc. Is it possible to remove all but a few? I only need 2-3 filters. Secondly, I have created a custom field 'district', it's a dropdown list that I add to the company information - is there anyemail
the system doesnt allow me to send single emails . Mass emails works fineSync Zoho CRM LEADS to Google Contacts
I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paidNext Page
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Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
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How to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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