ZERO Sorts between One and Two instead of before One "1, 0, 2, 3, 4"
We use numbers in our Task "Priority" field from 0-9. 0 is our highest priority while 9 is the lowest. When we sort our task list by ascending order, the list shows priority 1 before priority 0, followed by priority 2, 3, and so forth. Please fix theTo Do List/Checklist
Looking for a way to create a To Do List/Checklist in the CRM. We have looked into the blueprint/pipeline option but as our "to dos" could happen in various stages, it doesn't work for us. It might be an option if we could have more than 1 pipeline but apparently that's not an option right now. What is the easiest way to have a simple To Do List/Checklist? We just want to have a list that we check off as completed. Thank you!Process checklist in CRM
Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don'tCan I add a checklist to Zoho CRM
I need to add a checklist to Zoho CRM. The checklist will have several options and I can check the options the customer is interested in. Is there a way to do that?Is it possible to trigger a CRM field update based on a Zoho Mail Send?
Hi there, I'm working with a client who would like to have their Zoho mail email sends automatically update the last activity date for a lead/potential/contact record in CRM, and have had several individuals with Zoho Creator experience, along with ZohoPossible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true? The one in question already has 2 relationships. Can this be increased to 3 perhaps, or is this not possible at all? Would need this to make my business process easiest! Thanks for any help and advice! S.USD vs AUD
Hi Guys We buy in fixed USD, but we sell and pay in AUD with FX Rate changes eg.widget 1 is $100 USD (never changes) but we pay AUD $142 What id like to do is use the unit price in USD for PO etc in the products module, and be able to quote in AUD toZoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRMFunction-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in theMatch on auto-number field OR make Account ID visible as field in display
Here's the problem: I'm trying to have a unique ID for each Account that I can match on for imports. The ID needs to be visible on the display of the individual Account, and also needs to be visible on the display of any associated Contacts. I know howIssue when testing out SDK 3.0 in Node Js
Hi, I'm trying out the Node SDK (v3.0) and I implemented the test SDK script mentioned in the README here. I used file persistance and that part worked well. The initialization worked fine, where both the access and refresh tokens got fetched and savedWhat can be done with the Button element in CRM Canvas?
User field support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to a User fields. Here'sAlter a system defined field from a 'single line' into a picklist
Hello, I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?Notifications API - how to handle channel expiry
The Documentation doesn't give a lot of detail on how the Notification API should be used. Am I correct that I can only open a channel for a maxmimum of 24 hours? And once the channel_expiry date has passed, I will no longer receive notifications? WhatDifferent Auto-Number Prefix for Different Quote Layouts
I am hoping someone can help. We currently have two sales streams that I am slowly separating so that they capture their own specific information, manage their own customers and have their own custom paperwork (Quote/Sales Order/Invoice). Whilst tryingLead ID - What is it and what should it be assigned to during import? The mandatory field 'Lead ID' must be mapped.
Hi, I am importing my contacts from another CRM via csv file. In the Data Migration section, it says the LEAD ID field is mandatory, but there is no information on what this should be mapped to? Error message shown: The mandatory field 'Lead ID' mustValidate Text Field based on the value in other lookup field in the same Module.
Hi, I want to validate text input when create a new record based on another lookup field selected value in the same module. The flow is, user will select the look up value first. Once done, next user will key-in the text input that needed to be validated.Count records between two custom modules (many to many)
I use this article to make a counter records between two modules. https://www.blungo.com/blogs/post/function-count-related-records-in-zoho-crm But when I remove an element, the workflow isn't triggered.Integration between Zoho CRM & Workdrive
Problem statement When attaching documents in Zoho CRM there is an option to upload from Zoho Workdrive. As far as I can ascertain, the extent of the integration is to attach a copy of the file to the relevant module in CRM. This results in the file being stored in two separate places, i.e. CRM and Workdrive (incurring additional storage and versioning implications). Idea Would it be possible to show hyperlinks to files in Workdrive, thus avoiding the need to upload actual files? Happy to expandCustom all fields in DEALS
Hello, I want to change all fields in "DEALS".....How to do it because some fields are locked. ThxxUncounted pipelines
Hello, I'm having an issue inside the Deals module. When I click on "Deals", I can see a Kanban view with all the deals that I created. Above this list, there's a filter where I can filter deals by pipelines. My problem : for now I only have one pipeline,CRM Client Script Show/Hide fields
Good day, I would like to be able to show/hide CRM record fields by using Client Scripts. I hope this might be considered as a new feature in the future. Thanks!Sort Leads by Scoring
Hello, we have been trying to sort our Leads by their scoring. In an older version of the Zoho CRM this was possible. Also in the provided video tutorial one can sort leads by scoring: https://www.youtube.com/watch?v=ZgRzjuqbWCw Now, however, this isHow to make a ScreenPop with Customer Information
Hi, I need open a customer sheet when I receive a call on my pbx. I have a client on my PC that are able to open a web page with a specific url. How can I leave open the Zoho CRM application and search for a customer? Thank you in advance, MauroCurrent Stage Duration
Hi, 1) I need a report that shows how long deals have been sitting in their current stage. So if a deal was moved into the current stage 5 days ago, I want it to show stage duration of 5 days. The stage duration is currently blank for current stagesWhat format is expected by the API when working with `datetime` fields?
Hi there - I'm trying to update records via the API (v2) and am getting errors when trying to send a datetime field. I've tried a regular Javascript date object, an ISO string, a UTC string, and a 'd/m/y' formatted date string. I've looked at the documentationExpected Revenue Calculation based on Probability
Hi, I am wondering how to create in dashboards a KPI (number) which would reflect sum of amount of expected revenue for this month based on probability of each deal in sales pipeline. The only number I am getting is either the sum of all amounts in theRelated List Link Target Type
Quick question, Is there a way to specify a link target type in a link created in a custom related list? I'm having trouble creating a proper "mail:to" link if there is an email hyperlink in a customer related list. Also, are you always forced to make a new tab on custom related list links? There are no documented attributes for these in any of the documentation. Please advise.Canadian Data Center
Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank YouCreate CRM Notes from Creator using Deluge
I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modulesImport Contacts with matching Account ID's
I just imported my Customers (Accounts). I would like to match my Contacts to the Accounts by Account ID (created by Zoho when importing Accounts). I do not see a field match for Account ID when importing Contacts. Can this be achieved?Introducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are openingZoho CRM Google ads phone call integration via Zapier?
I’ve been using the Zoho CRM integration and it works great for form fills. What about phone calls? Currently I am pushing the gclid into Zoho CRM via a CallRail and Zapier workflow. For some reason, Zoho and Zapier only lets me transfer the GclIdZoho CRM for Gmail Extension Not Working in Brave Browser?
Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?VirtueMart Integration
I need to integrate ZOHO with my Virtuemart (Joomla) estore to capture customer data and product purchases. I did not see an app in ZOHO marketplace for this. Any ideas on how to integrate and eliminate the manual keyed transfer of customer records? Thanks,Multi-select fields don't add items, they overwrite
Hello, For Action Leads/insertRecords? When I choose duplicateCheck =2, it finds the same email, and updates the record. Fine. But don't you think that all Multi-select fields should have Items added to the list, rather then replacing all the optionsBlank page - Not able to edit
I have the same problem as another user: "I have an inventory template that I use to make service agreements with clients. When I try to edit this template, I get a blank page. Have tried refreshing, logging back in, etc., the problem persists. What isHow to Push files to you Zoho as attachments from contact form 7?
is there any custom code to fetch api and add contact form 7 upload file data to zoho cr attachments? I searched google but not found any things that solve this queryNext Page
Announcements
Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRMUser field support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to a User fields. Here'sIntroducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are openingIntroducing many-to-many module association in Zoho CRM!
Hello all! We are pleased to introduce "many-to-many module association" in Zoho CRM! Your sales data are often inter-related. When you maintain this data in a CRM, you must have flexible options to capture the exact relationship between them. Zoho CRM allows you to interlink modules via lookup fields. However, a regular lookup field facilitates only a "one-to-many" association. That is, from multiple records in a given module, you can lookup only one record from a related module. In many cases,Revamped forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, we've brought a number of different enhancements
Zoho Pagesense Resources
Zoho DataPrep Resources
Zoho CRM Resources
Zoho Subscriptions Resources
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho Desk Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Most Discussed Topics
API for Zoho CRM "Make this an online meeting" option
Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtualZoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?
This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning. So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?Zoho CRM Blueprint for leads and Deals disappeared
I have a serious issue in the CRM in that some of the complex blueprints that govern the sales process have seemingly disappeared? These have taken years to develop and in the audit logs there are no recorded logs of these being removed/deleted. I needGhost leads
Hello. Some times I have leads come into my lead approval that look like complete leads but these leads are different because the person in the lead never filled out the form to the point that they sent me a form submission. Where does this informationAPI Name for Events Module: "Reminders"
In CRM, the list of API Names for Meetings (Events) does not include the API names for: 1. Participant Reminder 2. Reminder (for Host) I assume this will be an array to allow multiple reminders to be set but what API name is used and what is expected
Sticky Posts
Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRMFunction-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in theFocus Group : Functions 101 - A webinar series
A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes. We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register. Note - IfConnect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasExtension Pointers - Simple yet significant pointers: Adding developers to workspace #4
Adding developers to Sigma workspace A user may be a part of multiple workspaces in Sigma, including their own, and have access to their own extensions as well as other workspace extensions to which they have been added. When you are added as a developer
Top Contributors
Ishwarya SG
Pheranda Nongpiur
Michael Trow
Sunderjan Siddharth
Praveen Sankar