change onwer of untouched leads in zoho crm
Hi Team, If a lead is created and after 24 hours lead is untouched by Lead owner then the lead owner is assigned a different Owner. I find the Solution to this Question. So I want to share this with all of you. I have created a workflow rule for this.Zoho CRM integrated Commissions Calculator Module
Dear Zoho CRM Team, I'm writing to propose a new feature for Zoho CRM: an integrated Commissions Calculator Module. This module would revolutionize the way sales commissions are calculated and managed within the CRM platform, eliminating the need formulti-level commission
We are currently checking whether we will use Zoho in the future and are testing the functions in this regard. A commission system is particularly important to me. The following scenario: We sell products and have several commission parties. Party 1 recruitsHow to create a button that exports certain report to excel
Hi there, I want to create a custom button that make it so that the user is able to convert the whole report as an excel file. I want to know whether this is possible. The module is question: I wan to be able to have a button roughly where the arrow points,Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows
Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales teamColour Coded Flags in Tasks Module List View
I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the DueTrigger to send an email to the product owner when a lead i added
Hi, In my leads, I have the related list of product ! I would like to send automatically an email to the product owner when a new lead is manually added to the product I don't find solution in rules, because related list is not available many thanksExport Notifications from ZoomInfo to Zoho CRM
Hi, We are exporting leads from ZoomInfo to Zoho CRM and I wanted to know if there was a way to export information about the contacts we already emailed. As an example, in Zoominfo it says that we've contacted Mr. Johnson one time, is there a way to exportSending Automating Infobip SMS in workflow automation
Hello, I am trying to figure out how to use the workflow automation to trigger a welcome SMS message to new leads that enter the CRM specifically at a certain time after they enter. I can not for the life of me figure out how to do this, was trying toAdd expiration_date and request_user_data to external share link creation in Deluge
Background I deliver files to my clients via Workdrive external share links. I create the folder, add the files, create the external share link, then add the link to the invoice in Zoho Books. I am in the process of simplifying this process with the followingUsing Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?
I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newlyRemove Profiles from "Forecast" Module
How can I remove Profiles from My forecast Module? Image Below The only revenue generators are the VP's, and the Estimation Managers, and the Estimators subordinate to the Est. Managers. How can I remove the unused Profiles? Its frustrating to see themNew Interface?
I was wondering if a new interface will be released any time soon? We've had Zoho CRM for almost 4 years and the latest interface seems to be one of the most inefficient yet. Would be nice to collapse detail sections of the modules so we don't have toCustom forms/job sheets
Hi There, Is there any way create a customised/specific work form or job sheet for an engineer to fill out on site, they would answer all the questions a bit like using a zoho form and then they would submit that work form/job sheet and it would be convertedCustom functions set Modified by to script owner
As a ZOHO administrator, I have created custom scripts that run in various situations like updating a field, let's say in the Accounts module. In such cases the "Modified by" field is set to my name, although the record was modified by someone else. ISome Emails Not Saving
Hi All We are having some issues with sent mail not being saved in the sent folder and some incoming mail not being allocated to the CRM leads. This is only affecting some emails which I find quite strange. Is anyone able to assist with this and if there is any settings that I should be looking at? Regards GregKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideEdit / Modify system generated emails
Hi, System generated emails are great and are very helpful (tasks, etc). Why not allow us the ability to edit them? add/remove/reorder/reposition fields? I'm referring to emails sent from systemgenerated@zohocrm.com BTW - There's an old thread about thisAbility to collapse sections within modules
Some sections are not as necessary for me to see all the time. I'd like the ability to collapse or hide sections for my personal view. Moderation Update: We have an active thread capturing the votes and feedback for supporting collapsible sections. PleaseFilter leads by multi select lookup field
We have modules `Leads` and `Marketing Events` and they are connected via a Multi Select Lookup. All is well on that front. `Marketing Events` have a `code` field that is commonly used internally, it is much shorter/easier to use and is unique to theCreate/Update Deal with Pipeline value cannot use Deluge, only RESTAPI
Hi everybody, it has been a long time since I posted a topic. Today however, warrants a comeback as I personally think that this information would be beneficial for the community. If you are looking to update or create a deal and want to specify a pipeline,Mass creation of tasks.
Is there a way to creating a single task and apllying it to multiple leads. e.g. The task of "Contact lead" to be added to 100 identified leads? Thanks for your time and assistance.Zoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! ProductCan I access the previous value of a field in deluge?
For instance, can I have a workflow rule that is triggered on field update, and then in script access the "before" value of that field? That is, the value that existed before the user updated the field as well as the 'current' value that the user has changed the field to? EXAMPLE: Workflow rule triggered by field update in Leads module, for the field 'Lead Status'. A record has Lead Status set as Inactive, then a user changes this field to 'Active'. That triggers my custom function, but is thereForce Uppercase
Is it possible to force a field to be uppercase? In particular the city and state fields. CheersWhat is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?
No idea what this is. Can't see what it is explained anywhere.Automating Zoho Assist Data collection in CRM.
Here's what I'm looking for: Initiate a Zoho Assist session from the 'Contact' page in CRM. Capture 'Start Time', 'Duration', and 'Session Notes' for easy display in the Contact page. Generate a report for that client showing the Time, Duration, and NotesCASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the detailsImport subform entries conveniently in CRM
Dear All, Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introducedCopying data from one field to another
Ultimately I would like to use a different field on the lead when converting to an account rather than use the company field, so I figured a simple code to copy data would be the solution but I am having troubles. Is there any easy built-in way to copyAssistance with Disabling or Customizing Automated Email for Online Bookings
Hello Zoho Support Team, When using Zoho CRM’s online booking feature, an automatic email is sent to clients from noreply@zohocrmbookings.com after they schedule. Currently, this email is unbranded, and I’d like to either disable it or customize its design,Manually Enter GCLID in AdWords Module Section
Hello, I seem to be stuck in a bit of a bind here. I have integrated Zoho with my third party forms (gravity forms) to capture the GCLID from the URL and pass it to Zoho CRM successfuly. I have one more issue though... I am using a call tracking software called CallRail, and CallRail is able to capture the GCLID with their own AdWords Integration. I am currently using Zapier to pass the call data from CallRail directly into the CRM as a lead with custom fields which works beautifully except forCompetitors Question
How do i create a list of Competitors, i created one for a potential yesterday, i was expecting for this to be available instead i have to create ANOTHER listing for the same competitor. I had also selected the account type when i created this competitorAutomatic Retry Mechanism for Failed Workflows in Zoho CRM
Dear Zoho Team, I hope you're well. We would like to request a new feature for Zoho CRM workflows that introduces an automatic retry mechanism. At times, workflows fail due to temporary issues, such as "Returned error code - Socket Timeout" or other connection-relatedCADENCES - Limit on Tasks / Emails ??? WHY ?
I am only here to post my frustration in the CADENCES feature. I had an amazing execution of automation and Cadences was the perfect solution for our office. But I have already run into simple limitations on Tasks / Emails ! This completely destroys theHow to get bulk write to work as expected
I need to move data from our systems into Zoho. I have created a sandbox to test the usage of migrating our data to Zoho and confirmed everything worked there. When attempting to do the same with our production CRM I was met with an error saying ZohoAdding product image look up into quotes module?
Hi there, how can I add a product image field to this quote subform so when I search the product from my products and it pulls all the information it will also pull the image of that product as well? So essentially when I then upload a template documentSearch for data that is inside a Subform - Is it possible?
Hi, I'm searching teh CRM and ZIA Search for data that i know it is in a subform and the search does not find anything. Is subform data even indexed? Is it possible to search for data that is inside a subform?Bug report: host not correctly copied from Gcal
Hi, I've encountered a bug with the google calendar / zoho calendar sycn. It looks like the host of the event in the google calendar is not always correctly imported to Zoho. Situation: External user (microsoft teams) invites internal user (google calendar)Forecast type for service type businesses / many stages past winning the sale before closing
Hello, I'm working on building out our Analytics and have encountered a few challenges. We are a service / contracting type business. Our stages are shown below: From a sales side, anything starting at 04 is technically a "Closed Won" sale. We've sentNext Page
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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, ImagineIntroducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting theClient Script | Update - Introducing Commands in Client Script!
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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 ActivitiesIntroducing 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 forConditional 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 forZoho 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, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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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 otherClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #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 ClientJoin 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?
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