Client Script - How do you obtain the current record ID when in detail view?
I'm trying to gather the Account ID of the Account currently being looked at in Detail View of CRM. I'm using a "button on click" client script execution, and am trying to create a logged call with input, based on button click. eg - User goes to account,Are Cadences visible to anyone with Cadence permission?
When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?Kaizen #129 : Client Script Support for Blueprints
Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprintCan you send a Zoho Sign Document through a workflow
Hi, I am looking to automate a process of getting clients signed up asap. I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record. I am looking to find out that when a deal hits a specificUsers are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users thatNot possible to remove mandatory system fields?
Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It'sKaizen #148 - 'trigger' in Records APIs
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the "trigger" key in the Insert, Update, and Upsert records APIs. What is "trigger"? "trigger" is a key of the JSON type array. You can use this key in insert, update,Update field when task is completed
Hi, I want a field to be automaticly updated when I mark a specific task as closed. So, I have a task in the module 'Leads' with the topic 'Factureer kosten van {COMPANY_NAME}'. When this tasked is closed, I want that the close date is filled out in theHow I can export emails from zoho crm ?
Hello, I am looking for the workaround for exporting the sent e-mails. We use the Zoho crm free version (with upgrated storage) - and the e-mails are written/sent within/out of the crm feature. For our cases we only use 1) companies and 2) contacts -Options in Pick List
Hi there, we wanted to delete an option inside a pick list in the module Leads. For reasons unknown we cannot edit or delete the entry "Nicht qualifiziert". I looked through every workflows etc and cannot find any dependencies on that field. What couldZoho CRM has been very slow recently.
As a frequent user of the platform, I have experienced significant delays in executing any action, with every operation taking more than 3 seconds to complete. This severe lag has a detrimental effect on my productivity and efficiency in completing tasks,Rollup summary for custom module
Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such featureGlobal Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.How to Bulk-Update Sales Orders in CRM
Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields toColour code depending on range of values?
Is there a way to show different colours (colors) for a range of values that depends on the user's selection from a dropdown list? If so, how? And please provide step-by-step instructions. Example: I have a field that has a range of values from 1-9 thatIntroducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update thatClient Portal Layout setting
I have set up a custom layout called [Customer View] and specified this layout in the Portal settings. When I preview it, everything looks fine, but when I log in with a Portal User account, the layout displays as Standard instead of the specified CustomerBlueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can weCRM, How to customize JSON sent back from REST API webhook
Hi, In CRM, I've created a function with a API REST access. For debug and log purposes, I have a lot of info statements. That way I can trace any problem that might occur. However the external service calling this webhook, requires that the function returnsAutomatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourAccurate out-of-the-box human translation
Hello, I've been using the CRM for about a year, and as a French user, I've had to do a lot of manual translation because the current translations are rarely correct out of the box. I believe that having proper translations done by a real human wouldUsing Multi-Select Lookup to Search Leads and Contacts in Custom Module
Hello Zoho Community, I have a custom module in Zoho CRM called “Projects E.One” and I need help with a specific requirement: I want to add a field in this module that allows me to look up and select multiple Leads and/or Contacts that are already registeredHow to record Inventory template export history
Hi, Is there any method to record the Inventory module PDF Template export history? Because we need to keep the same if we would like to send twice templateHow can I create an event attendance contact info and customer waiver signup?
My small business is hosting an event in the near future and I want to get contact information and liability waivers signed by incoming visitors on a tablet. It is important for the customer to do this self-service style, rather than have myself or oneNew addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impressionhow to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom functionBuild your own interactive product recommendation system in CRM with Guided Selling.
Update: CPQ was a public early access feature from March 2023 — January 2024. Since February 2024, this is a public feature. Zoho CRM's in-built CPQ engine now facilitates Guided Selling, a setup in which the CRM system makes tailored and interactiveDynamic image in lead record field
Hi, I have a image upload field named 'Testimonial image'. Based on the value in another field named 'SBI code', I want to automatically upload a specific image in the image field. How can I do this?Recurring 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 occurringColour 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 DueCan I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me. I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them. Thank you in advance to anyone who knows theLast activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like mentioned in this KB article http://crmkbase.zoho.com/what-is-the-difference-between-record-modified-time-and-record-last-activity-timeOngoing Customer Care and Contact Reminders
Hey, We rent heavy equipment and most of our customers rent repeatedly. I can see how Zoho is really useful for sales funnels that "close" like buying a car but I am struggling to get it to help us. Our sales process is like this: -We make repeated contactBulk Updates and Untouched Records
We have a field for the industry that the customer is in. Our initial upload of our database was done very poorly, and as a result we are forced to fix all kinds of things in the customer records. Right now, I need to add industries to a slew of companies.Feedback for Meetings in CRM
Hello, We've been using the Zoho CRM calendar for 5 years now. There have been updates, but there are still some basic enhancements that need to be made to make the calendar work well for us: Remove the 50 participant max Add the ability to quick addPreview Layout as a Standard User
Is there a way to see what a module layout will be (what fields will be visible) for a standard user if I am an admin? Basically, I have some fields where I set the permissions of certain fields as hidden, but I want to see what the layout will look likeNotes formatting
I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASEFeature Request: Dark Mode
It would be great if we could have some options for theme colors in Zoho CRM, including a dark mode. A good example of what you could base this on is how Slack implements their theme colors. I think this should be easy to do and it is a very popular featureCopy one field to another in the deals module
Hello - I am trying to do something that is really simple, but I am completely stuck on how to do it. Since Zoho CRM does not allow you to create a formula field that gets a value from another formula field, I have created a dummy field to hold the valueCan I insert a note or attachment to a mass email?
Hello, I would like to be able to create a mass email based on criteria (we already do this), and then attach documents or notes from the Account into each email. But each attachment or Note will need to be specific to that Account...not the same documentNext Page
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Announcements
Introducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update thatNew addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impressionBuild your own interactive product recommendation system in CRM with Guided Selling.
Update: CPQ was a public early access feature from March 2023 — January 2024. Since February 2024, this is a public feature. Zoho CRM's in-built CPQ engine now facilitates Guided Selling, a setup in which the CRM system makes tailored and interactiveThe "Reason for loss" field in the Deals module is now a picklist field
Dear All, We hope you're well! We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field. Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form andIntroducing color coding feature of picklist fields in Meetings
Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,
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Is zoho CRM down right now?
Saw this on Twitter "Hello Everyone! I apologize for the inconvenience. There is a Zoho CRM outage, and our developers are working on it. In the meantime, you can access your CRM account at https://crm-ro.zoho.com. " We tried that, and it isn't any better.Filter with zoho.crm.getRecords or zoho.crm.searchRecords
Good afternoon, I am trying to create a filter using fields within the "Events" module. Is this possible? I am using the following code: zoho.crm.getRecords("Events", 1, 200, ("This is where the query using the field would go")). If this is not possible,Update field when task is completed
Hi, I want a field to be automaticly updated when I mark a specific task as closed. So, I have a task in the module 'Leads' with the topic 'Factureer kosten van {COMPANY_NAME}'. When this tasked is closed, I want that the close date is filled out in theEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. Hello everyone, Blueprints streamline processes and ensure users adhere to requiredCopy one field to another in the deals module
Hello - I am trying to do something that is really simple, but I am completely stuck on how to do it. Since Zoho CRM does not allow you to create a formula field that gets a value from another formula field, I have created a dummy field to hold the value
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Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. Hello everyone, Blueprints streamline processes and ensure users adhere to requiredEnhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as theIn-person Zoho User Group Meetup: Master User-Friendly Business Processes with Zoho CRM (August 2024)!
Hello, Zoho Community! Calling all Zoho users in Australia and New Zealand! Building on the success of our previous meetups, we're excited to announce the August 2024 Zoho User Group (ZUG) Meetups, focusing on "Setting Up Tailored User-Friendly BusinessNotes 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 canExtension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomes
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