How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information alreadyHow to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!Renaming of custom fields not visible to all users
Hello, I've got a problem and I don't know if this is a bug. We are using Zoho CRM within Zoho One with different users. We noticed an issue with Zoho CRM. When I rename custom fields fields the old name will still be visible to other users, even whenUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sOffline Version of Zoho
When will a offline version of Zoho be available? Joe OverlockSend SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have SenderDetails Button in Business Messaging Zoho CRM doesn't work when it is clicked
I am using Google Chrome on Macbook, in Business Messsaging section there is a 'details' button on the active account but when I click that blue text button it is going nowhereImporting into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,ZOHO COQL query bug
Hi Zoho team! I found a bug in your COQL handling. please have a look at the query I am sending to the COQL endpoints: https://www.zohoapis.com/crm/v2.1/coql OR https://www.zohoapis.com/crm/v4/coql "select Potential_Name.Deal_Name,Potential_Name.id FROMError when edit leads conversion mapping.
Hi I am trying to update Leads conversion mapping. When I click save this error is pop up.Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?Whatsapp credit is automatically added without making any payment
So, I am testing to integrate Whatsapp to Zoho CRM. I try to add credit like this. I expect, after clicking 'make payment' green button then Payment Method pop up will show and I can choose to pay by Credit Card, Paypal or something like that. but that[Early Access 2023] Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc linksCRM API Search returns no data
I'm attempting to get a list of active clients through an API call. This is done through a Node server with axios. The API call looks like this: method: 'GET', url: 'https://www.zohoapis.eu/crm/v6/Accounts/search', headers: await getAccessHeader(), params:Non Profit Use - Household Relationships CRM
Hi! I am planning to setup Zoho CRM for non-profit use. In this case, I would like to be able to link accounts together (for example, spouses, or mother and daughter). I would want to be able to address either both of them or one of them in a marketingPossible to send Zoom AI Companion transcripts and summaries to contacts in CRM?
Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?How to include record image field from Zoho CRM in writer
Hi, We’re using the rich text fields in Zoho CRM. How can we include these fields in Writer? They’re not in the list of fields? Solution or workaround? Same question about the main image of a custom module in CRM. How can we include this image in documentSubforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSMBug report - Mailchimp Add-in
Hi, I'd like to report a bug that is affecting our work. We have the Mailchimp add-in installed and we have configured it to be accessed by two profiles, Admin and Marketing: However, when users with the Marketing profile try to use the Mailchimp tabZoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. IntroducingDisable / Hide 'Convert' option in Zoho CRM
Hi all, Is it possible to disable or hide the default 'Convert' option in Zoho CRM. For example: Inside Leads Module, I need to disable / hide the 'Convert' Button (Please find the attached Image). Thank You!Can't find a way to filter for active accounts (which is business crucial)!!
Hi there, i couldn't find a proper way to filter for "active accounts". an active account is on that placed an order for a certain product or brand within a certain timeframe. This is a crucial search functionality for sales. I've been experimenting withopenUrl in blueprints
My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logicallyEnhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During theDo you have Deluge code to create Books Invoice directly from data in a Deal?
I want to programatically create a Books invoice directly from a Deal. My Deal data includes a multi-line subform which is Lookup into the Product table in Books. So the invoice would collect Account, Contact, etc, and iterate through subform and createTask Permissions
Is there anyway to have some tasks restricted to view just by the owner or creator?ZohoFlow search Workdrive Folder by keyword
Good afternoon, I have a flow set up where the trigger in CRM is a creation of a property in our Properties custom module. When a new property is created, the flow creates a folder in Workdrive and a series of sub-folders using data from the CRM record.Some fields editable in Detail View and others only editable in a full record edit
Hey friends! Curious if anyone knows why there are instances where default Zoho CRM fields cannot be edited on the detail view. For example, in the "Tasks" module, in order to edit the "Contact", "Reminder", and "Related To" fields, you have to edit theHow to overcome Zoho Deluge's time limit?
I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entriesAuto look up/link to Google Maps for "location" in Events
When I book an event there is a field called "location". On the mobile app this field is linked to Google Maps and I can click on it to see the location on a map. Is it possible to include an auto look up or auto fill feature so that when I am schedulingTurning Age workflow by countdown
Is there a way that zoho crm can send out automatic emails based on a person getting closer to a specific age? I have insurance clients that I want emails and drips to start as they turn 64 1/2. So basically its a countdown by days of of their birthday.Urgent need of a custom function!
Hi there, i'm desperate for a custom function that runs as part of a workflow in Zoho CRM. i need to achieve the following: When Deals entry created or updated Then Fetch Account from Deal (lookup field in Deals module) in the related Account, fill theWhat is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?Workflow trigger based on old/new field value
Good morning, I have a field (X) which is automatically updated every so often. We track this data for various reasons and it's key, so I'd like to receive a notification in specific circumstances. We have a Pick List field which is one of the conditionsHow to add filters on dashbord components - Zoho CRM
Hi, I need to provide users with filters (such as period) in the dashboard components. For example : today revenue, week revenue, but also a specific period revenue. The only way I've found for that purpose is Zoho analytics, I created my chart, but stillAdd/Clone Multiple Opportunities for an account
We have a MRR partner model, so when we sign up a new partner I would like to create 12 cloned opportunities for each month without having to create 1 then close it individually 11 more times. Ideally I can label each and autofill the end of each monthMap Deal fields into Account module
Hi, my plan is to map certain fields from the deals with the connected account with the help of a function. I found a lot about the lead mapping process but nothing about field information that should be sent from deals to accounts. Is there anyone whoDear CRM, please answer this simple question: how many leads have been created in (e.g.) january?
Is there anybody could explain why zoho crm do not have this information by default? Thanks.Block user profiles from being record owner for Leads and Contacts
Hi, We would like to prevent some user profiles from being the owner of a Lead or a Contact. This is mainly to prevent human-error but also to make sure some custom processes are working properly. For example, there's no need for myself (as part of thesync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.Next Page
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Announcements
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sSend SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have Sender[Early Access 2023] Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc linksZoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. IntroducingEnhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
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Delivery Status Notification (Failure): Message Blocked sending from Zoho CRM
As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.DELUGE SYNTAX ERROR - HELP ME FIX FOR CUSTOM FUNCTION ?
Hello there, I am Creating a Button with Custom Function in Deluge Code. Once button is clicked by CRM user, per APi, reach out to our Synthflow platform to send and receive data and to display if Call was successful or not. I keep getting SYNTAX ErrorsRelay authentication - How to know the credential ?
Hello, I am trying to setup email relay on zoho crm, howeveron the last section "Auhtentication" if i enable it, my provider is "other" (i have my own server and host), then it is asking for username and password. The fact is that i don't know what toImporting Purchase Orders in Zoho CRM
Hello! I'm trying to import Purchase Orders in my Zoho CRM from a csv template using the Data Migration Import tool. (Selecting Zoho CRM migration). I've read the documentation and some other posts in here about the formatting and how you need to importhow to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
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ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingZoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activityCanvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our helpIntroducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the