Consolidation of the list of sent / received emails in Zoho CRM
Hello, In Zoho CRM, it's possible to see all email associate to contact and account. But, the source of email must be, from CRM, from IMAP, From IMAP user XXX, from IMAP user YYY It's difficult to see all interaction beteewen the customer, and allIs there any way to get openapi/swagger specs for ZohoCRM REST API?
I'm working on project written in language (golang) which is not among supported languages. Since REST API is basically set of CRUD operations it'd be really great to have openapi/swagger specs to be able to generate at least basic client. Is thereFAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,Zoho CRM api build url for specific record
We are building application using Zoho CRM api and we have faced with the issue of generating url for specific record (in our case we want Contacts, Leads, Cases, Deals). When we use Zoho crm plus ui, we see something like this: https://crmplus.zoho.com/someNameWithNumber/index.do/cxapp/crm/domainNameOfOrganization/tab/Leads/4964552000007777777Zoho CRM Relay <-> Exchange Online
Hi! Do anyone have a guide for configuration for Zoho CRM Relay to Microsoft Exchange Online? I have come so far that Im getting a 550 5.7.64 Relay Access Denied...kb3169959 Best regards MikaelHow to Populate the Amount field of a Deal by subform's aggregate data
https://help.zoho.com/portal/community/topic/custom-function-25-%c2%a0populate-the-amount-field-of-a-deal-by-calculating-the-number-of-related-products-and-its-unit-price I'm trying to do an Deal amount update like this guide but I use a subform to calculate the product amount and price instead. Please help me writing the code. regardsPBX/VOIP systems
Hi, my client is looking to switch PBX/VOIP systems to one that will play nicely with Zoho CRM's Phone Bridge. Can anyone suggest a good PBX/VOIP system that works in TURKEYThe real problem causing many of the Error 400: Invalid Data error messages with CORS... and a temporary workaround.
After having just spent the last three days debugging four lines of code, I'm happy to say that I believe I've discovered the root cause that may be responsible for many of the CORS problems regularly being presented in the forums - especially for thoseCRM 2016 - Potentials Won/Lost Pop-up Screens
I strongly dislike the pop-up screens that open when you change the potential stage to Won or Lost. 1. CLOSING DATE: I don't like having to depend on users entering correct data. Since the pop-ups were implemented, my workflow automation rule to change the closing date to today when a potential is won or lost no longer works. Since so many reports use the closing date, I want the system to make sure the closing date is correct, not the user! 2. REASON LOST: It is not at all useful to place importantZoho CRM keyboard shortcuts
Does Zoho CRM have any keyboard short cuts?Products as Services with no stock
Is there a way to customize Products module for a company which sells services? I need to remove all Stock Information data, because services can't be quantified or stocked. Our services are educational courses and can be quantified in levels or/and time. Do I need to purchase Zoho Subscriptions or I can do that using custom product module? Can you help me? Thanks.Use Custom module as Products Module.
hi We are using the Zoho CRM for Real Estate company. We sell property (products) to contacts. I tried to use the Products module to store all the property detail. but the problem we faced is that we can not have Many-to-Many relation between ContactCanvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available byBetter Looking CRM WebForms?
Hello Community- Hope you're well. Big Zoho fan and a One subscriber. Have created a very simple CRM Webform that is embedded on my Wordpress web site using elementor and the worlds most popular theme: Astra. But when I embed the Zoho form onto any page,Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. MultiPre-populated Zoho Form Not Updating CRM via Edit Response Link
I hope someone in the Community can offer a solution or work around. Scenario: Via Zoho Form, I plan to send a pre-populated link to my tenant(s) and use a subform on the zForm for the tenant to submit the current occupant information. I use zFormElegant Comparator - Compare Among Users - Select Current Logged In User
Hi, I want to add Elegant Comparator component - With Compare Among Users and in the Select User Option, I want to Specify Logged In User. Please help. ThanksMore Custom Lookup fields
I need more than 5 custom lookup fields. I see that in the past you could have 10 - but that was reduced to 5 so that you can have 5 long integer custom fields. I do not need the integers, just the lookup fields. How can I get more?Auto populate Fields
Greetings, I created a module called "Attivazioni4P", in this module I added a lookup search field to get data from another module, "Companies" (default zoho "accounts" module). I would like to automatically populate the fields in the new form by simplyHow to get values from both tables in Join in COQL query in Zoho API
In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. { "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,Responsive (mobile enabled) HTML email templates?
I have set up a HTML mobile enabled email template that has been tested in Salesforce's template setup - It works perfectly in SF. I have tried many different ways to get it to work in Zoho's CRM, but it keeps stripping out the mobile formatting options.Customer segmentation
Hello, Is anyone else having trouble segmenting their customers using CRM? Everything is fine except for frequency. I am segmenting the accounts by the invoices, and I want to use frequency like amount purchase per year. But the only option is total amountCMS Customer Account Integration into ZoHo CRM
Hi There, Long time reader, first time poster. Q: I have a customer wishing to have their customer accounts created on their website to be stored in ZoHo CRM but without storing any personal details on the website CMS. This would require functionalityHow to use a mailto: in Canvas?
How to use a mailto: in Canvas?MULTI-SELECT LOOKUP - MAIL TEMPLATE
Dear all how are you? We need to insert data from MULTI-SELECT LOOKUP in a email template, but I can't do that, when I'm creating the template I can't find the field to insert it. is there any solution? PVUChange Layout Field Automatically after 2 weeks.
Hello, I have a field in one of my layouts that I would like to be updated automatically. For example. If a set the field to "Waiting for return", I would like it to change to "Lost" automatically after 2 weeks has past. Is this possible? Thank you.Community Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500Potential Contact Roles not working - Eg. Unable to associate contact with a role - Roles not displaying
Hi there. Please note that I have renamed my "Potentials" to "Jobs". I am unable to whilst working within the a Potential (Job) to associate contact roles with an associated contact. I have created a potential (job) In that potential I have added a contact the contact is displayed under the section marked Job Role I should be able to therefore to associate a job role with that contact. however When I click on the "edit all" neither Job roles or the Contacts are there or if click on "add contact roles"How to add a CC Field in an Email Template
Team, I have the below business problem Due to requirement of the regulator on compliance - I would need all my automated emails (Triggered by workflows) to have CC address to one particular ID. Currently neither the workflow manager nor the Email TemplateProcess 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'tA simple flow of tasks contingent of the last task ...should be pretty simple.
I have a set of 5 tasks that I want to happen for a specific module. Task 1 to happen today. Task 2 to happen 5 days after task 1 is actually completed. Task 3 to happen 5 days after task 2 is actually completed. Task 4 to happen 5 days after task 3 isHow I run a function across all the records in a module?
Hi All! I am trying to figure it out if there is a way to apply a function across all the records in a module. It has a different number of uses cases, but, as an example, lets say that I want to make a function that checks a value in the record, and,Setting an extension field as mandatory
How do you set a field added to the CRM by an extension as mandatory?Is there a way to copy custom fields to other modules after creation - i.e Also create for?
Is there a way to copy custom fields to other modules 'after' creation - i.e 'Also create for'?CRM Hack #3: How to update formula functions for already created records.
Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios where you'd have used formula fields. i) You are an insurance company and have added a formula to determine the age of your customers to check eligibility for a particular policy. ii) You have over a hundred potentials and have created a formulaCan we integrate Whatsapp with ZOHO Chat or ZOHO CRM
We have our core clients communicating with whatsapp and we need to keep the track and keep the record of the conversation, and that conversation should be recorded in client's ZOHO CRM account or in worst case ZOHO chat.. Can Whatsapp integrate with any of ZOHO SUITS...?? or can it be done using APIs...??Remove product from a quote or clear product details.
I have a Quote with a couple of products in "Product details" section. I need to update quote with some new data and I need to remove some products. Can I clear product details in a specified quote and add products again? If it's not possible to do with API methods, is it possible to remove a product from the list or something?How to recieve notifications for inbound emails sent on Alias email in CRM
Summary: I want Zoho CRM to notify me whenever I receive an email on the main email domain or its alias email address Hello, I have configured a domain email 'info@abc.com' via IMAP in Zoho CRM. Any emails received on this email address send me a notificationWhy do I have same related List two times on the Contact Page
hi i linked the products as related list in Contact. But my problem is that Products is showing two times as related List (Photo attached), they looks to me independent as when i assign products they don't show automatically in the other list.. WhenFAQs on Approval Process - Post your Questions
Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to addressNext Page
Zoho DataPrep Resources
New to Zoho DataPrep?
Zoho CRM Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
-
Zoho サービスのWebセミナー
-
その他のサービス コンテンツ
ご検討中の方
有料プランをご利用の方
Announcements
Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available byParallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. MultiCommunity Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500Focus Group webinar - Multiple Sandbox and newer Sandbox enhancements
Edition requirement Enterprise and above, CRMplus, Zoho One Feature restrictions NA Feature role Amongst other things, Multiple Sandboxes provide multiple testing environments for different users in an organization Webinar details 14th December 2021 SessionGamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
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
Most Discussed Topics
CRM NOT loading
CRM is not loading at all. It was working and now it is just a blank screen with ZOHO CRM in the centerUpdating subform lookup field with function
I need help programming a function to update certain subform fields with other subform fields in the same subform. I want to be able to publicly post a Zoho Form on my site for prospective customers to fill out that includes a Zoho CRM-linked subform.Setting an extension field as mandatory
How do you set a field added to the CRM by an extension as mandatory?Create Quote from Deal. Unable to copy Data in Custom Filed in Quote Product Details (Subform). Function work for all other Fields but Custom Filed is Blank
hi I am Creating Quote from Deal using Deluge Code in Button Function. The Quote is getting created, there is no problem, all fields are getting populated. my problem: I have a custom Filed in the Quote page under Product Details (Subform). This customWhat happens with the email in the CRM when a user leaves the company and their email address gets deleted?
Hi ZCommunity, We are currently managing our email from GMail, as we havent been able to transfer to Zoho Mail yet due to some issues in deliverability and emails going often to spam. The emails are connected to Zoho CRM through IMAP. I want to know what
Sticky Posts
FAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available byCommunity Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500FAQs on Approval Process - Post your Questions
Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to addressFocus Group webinar - Multiple Sandbox and newer Sandbox enhancements
Edition requirement Enterprise and above, CRMplus, Zoho One Feature restrictions NA Feature role Amongst other things, Multiple Sandboxes provide multiple testing environments for different users in an organization Webinar details 14th December 2021 Session
Top Contributors
Pheranda Nongpiur
Sunderjan Siddharth
Michael Trow
Ishwarya SG
Praveen Sankar