Zoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.CRM feature request : possibility to add custom user field in Meetings/Activities
Hello, We have this request that has been transmitted by multiple clients. In CRM / Activities / and more specifically on Meetings, we cannot add User type fields. Use case : The meeting is planned by a presales person for the sales representative, butEmail Credibility Dashboard: Track your account's email sending practices
Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators canCompany pre-defined field is not showing up in field mapping
When I convert a lead to a contact the company name is not able to be mapped to the contact. It isn't even in the field mapping list of fields. Should I delete the pre-made field and make a custom one as a work around or does anyone have a clue as toHow to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?How can I build this graphic on Zoho CRM?
Hi, let's see if anyone can help me with this, please! I would like to create a report on Zoho CRM with a graphic that shows: - Created records that meets certain criteria shown week by week - A second wave in the graphic that shows those same records,Multi-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.Retrieve Accidental Deleted User
Is there a way to undelete a user who accidentally deleted themselves?Data Factory - can’t fetch Zoho tables despite the Zoho connector working
I’m able to successfully create a Zoho connector but when I try to use it I get an unknown error trying to fetch Zoho tables: error details: I've tried different combinations of Zoho API scopes but without any luck. The same issue was reported in MarchLimiting Mass Update
Hi everyone! Is it possible to disable the "mass update" functionality on the Accounts list page, or at least limit it to a subset of fields? Thanks in advance!Unpredictable exception comparing date fields
I have a bit of code that seems so simple in my brain, but is throwing an unpredictable exception (well, technically it is throwing and 'UnPredicable' exception lol). if(invoice.get("Payment_Date") > person.get("Last_Payment_Date") || isNull(person.get("Last_Payment_Date")) = true) { update = zoho.crm.updateRecord("People",personid,{"Last_Payment_Date":invoice.get("Payment_Date")}); } The fields exist, the API names are all correct, the comparison is definitely a date field with a date field.0365 calendar sync
H we recently moved to Zoho and starting to regret that I didn’t see this issue all the way through before making the leap. The issue were running into is the o365 calendar sync doesn’t actually sync. Specifically events sent to me do sync. Events createdIdea - Zoho CRM Workflow trigger for when the number of a Record's assigned Relate List Records changes.
To explain the Idea, I will describe my issue with an example: We have two modules in Zoho CRM: Module A and Module B. Module B is a "Related List" when viewed from Module A. Essentially, multiple records from Module B can be linked to a single recordThere is some method for to catch a BluePrint Transition?
Hi People I've been trying to detect when a user clicks a transition on a details page. I am using this code in clientscript, but I just realized that it only serves to know the transitions that exist in the page details, but does not indicate which oneTransfer data from one module to another
Hi! I'm trying to trandfer data from one field, in one module, to another field in another module. I created an automation to create a new record in the second module when the records are finished in the first module, and the data of some fields in theAre you my Client Script wizard?
Hi Zoho Community! <3 I hope someone can help me with a JS-problem in a Client Script. I've been spending days on this, getting no where. I've tried ChatGPT, asked around in my network, nothing - so you guys are my last resort. And the thing is: It shouldZoho CRM - API value of list fields are not pushed anymore in webhooks
Hello, Very recently, we noticed that the value of a list field, in a webhook, is not anymore the "API" value (that is configured in the module), but the displayed value. Here is the config in the module. We expect to get the value of the right list inForecast territory disabling
Hello, I am using territories for forecasting and KPI's in Zoho CRM Now with the start of our new year we would like to disable 1 of the trritories as it's not a KPI anymore. How can we disable it for future forecasts without losing al the previous dataIntroducing Zoho CRM's all new email configuration
Dear All, We're thrilled to announce the release of Zoho CRM's new email configuration, which includes a range of exciting new features and improvements that will transform the way you manage your email. Without further ado, let's have a quick look atCRM birthday reminder?
Hi, Is there anyway I can get a birthday reminder for my CRM contacts? (So I can then personally wish them a happy birthday) Something like an email reminder would be great.Client Script event on any field of a Detail page
Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!How to access "modify time" from Client Script?
Hi everyone! I'm writing a Client script for the Account-Edit-onSave event. I'd like to access the "modify time" property, is this possible? I've tried using $Page.record._Modify_time but it looks like this returns what is on the server when the userEmails in the Vendor Module?
Hi there, I may be wrong but I understand that the Vendor module can be both about companies or Individuals, supplying my company with goods or services. If this is so, then I would assume that you should be able to send emails from within that moduleZoho CRM Zoho Calender and task integration
Hi In Zoho crm I want to create a task and have that task booked into a group calendar. Process would be create the task from task module, assign the task to an owner complete task fields including account (I can do all of that) I now want to assign theGetting field data in Client Script from Lookup Field record
I am trying to bring field data from a related (Lookup) record into a Client Script to use it in calculations, however I cannot find any help or info on this subject. I have a custom module (Properties) and a related record in a second custom module (Markets).Zoho CRM Workflow and Function Backup Options
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.Why can't you import "Contact Owner" from Settings > Import?
If you go to a module, say Contacts for example, you can choose Import Contacts from the top. When doing that, it lets you assign contact owners using either the users email address or their user id number (found in the URL of their user screen). YouKaizen #104 - Bulk Write API using PHP SDK (v5) - Part II
Welcome to another exciting week of Kaizen! This week, we will continue our discussion on Bulk Write API. In last week's post, we covered the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API. Today,Using coql with Deals module
Hi, I am getting an error: Status: error Code: INVALID_QUERY Details column_name: Pipeline Message: column given seems to be invalid Every other field in Deals module work just fine. What could be the problem here?Where are scheduled emails stored?
After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answerAccount number field - Search functionality and input criteria
Hi, I am having a few issues with the default Account Number field in CRM and need help: 1) The Account Number field will not allow alpha numeric account numbers. All of our customers account numbers begin with a letter and we need to be able to enter this into CRM 2) The Account Number field is not searchable. When I search an account number it returns no result. 3) If I create a custom field for the customers account number it will allow me to make it alpha numeric but still won't returnundo convert?
I mistakenly converted a lead to an account. How do I change it back to a lead?Zoho carbon footprint
Hi, I am calculating the carbon footprint of my company and would like to include the use of Zoho, because it is core to the company's operations. Do you know the carbon footprint of using Zoho? This for example could be emissions from using Zoho forZoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developersSeeking click-to-call solution for Zoho CRM (in Chrome) when I use my Android phone and Bluetooth ear buds
Greetings, I am a solopreneur that does a lot of follow-up calls. I use Zoho CRM on my Windows 11 laptop. When making multiple calls, I like to keep my hands free as much as possible so I can update Notes etc. Up until a few months ago, I was able toPredicted Achievement in forecasting is badly wrong
I've recently set up the Forecasting module in Zoho CRM but the Predicted Achievement seems wildly wrong. In our current quarter which ends in 9 days, it's predicting us to achieve £55k over our target, despite there being only £43k available in the pipeline.How to change related the Account_Name field in Zoho CRM along with the client name in Zoho People and Zoho Projects
Zoho CRM does not update the account names in Zoho People or Zoho Projects. As such I'm trying to write a custom function that handles this and changes related project names. I will most likely have to hire a consultant to help but I thought I would postDetecting Connection timeout
Hi everyone! I'm using ZDK.Apps.CRM.Connections.invoke() to call a connection, how can I tell programmatically if there's a timeout? I've tried using try-catch but it looks like no exception is thrown...?Upload field on tasks module
Hello, Why I cannot add an upload field to a Task? Or maybe when creating the task make attachements visible, so you can add an attachement while creating the task? Looking forward to your response!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 YouNext Page
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Zoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.Email Credibility Dashboard: Track your account's email sending practices
Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators canIntroducing Zoho CRM's all new email configuration
Dear All, We're thrilled to announce the release of Zoho CRM's new email configuration, which includes a range of exciting new features and improvements that will transform the way you manage your email. Without further ado, let's have a quick look atZoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developersZoho CRM: Timezones and Users API
Hello Everyone! As you all know, we have the provision to set a user's time zone in Zoho CRM. Currently, we are displaying all the time zones (both new and old) that add up to roughly 700 time zones. For instance, we have both (GMT 5:30) India Standard Time (Asia/Calcutta) as well as (GMT 5:30) India Standard Time (Asia/Kolkata) on the list. We are trimming down the list of time zones to around 500 valid time zones. For instance, we will have only (GMT 5:30) India Standard Time (Asia/Kolkata) on
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Auto Update Deal Name on Create/Edit
Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: "Unable to cast the 'TEXT' value intoConvert lead to deal
Hi All! I create fields rule in deal modules that when the stages was closed lost will appearing this fields as reason of lost and I put it as mandatory fields. But when I converted the lead to deal with any stages is showing in converted page I can notDeal Create button on Contact view page assignes the Deal to Account record only
Hi, I've added a function as button to my CRM which should create a deal record from a contact view page. It roughly works. However the new deal record has Account popullated field but not Contact (it looks like the Contact lookup field in Deal moduleUseful enhancements to Mail Merge in Zoho CRM
Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documentsHow to access "modify time" from Client Script?
Hi everyone! I'm writing a Client script for the Account-Edit-onSave event. I'd like to access the "modify time" property, is this possible? I've tried using $Page.record._Modify_time but it looks like this returns what is on the server when the user
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[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancementsNew Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,Zoho CRM Community Digest - August 2023
Hello everyone! August slipped away into a moment in time, so let's take a moment to catch up on all the interesting discussions and exciting announcements that unfolded in the Zoho CRM Community during this past month. We have a few product updates andTip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filterBlueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
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