Pipeline LOST <>DEAL LOST
I have a very serious problem, when I transfer an opportunity to a lost stage, it doesn't put the opportunity as lost, it keeps it as open. This is causing a lot of problems in Analitico, because I don't have the metric of closed as lost! I've done everything,New Reports Module -
Zoho did it again. I am so annoyed at the new Reports Module setup. Do you not take into account the visuals at all for your users? So Because now my file folder names can not be seen because they are too long. In the old version I could edit the sizeMacro to insert a common note into lead or contact
Need to add common / repeatable text into the "notes" field.Automate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. TheyHow do I change the order of fields in the new Task screen?
I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More Fields button. I would like to move Description to the first screen to reduce the number of clicks for users.View of all relevent sales activities together (emails, tasks, events) as a timeline - in chronological order
Zoho finally introduced a timeline view to see all activities together in a chronological order. But it's still not usable for salespeople since you get all sorts of other background information that is not relevent to a salesperson. When I look atrequired fields
where can we change required fields?Please, your ideas to make Bookings / CRM more change-resilient
On Lead Create a CRM workflow sends email to Lead. The email contains a button which is a link to a Booking Consultation. I do not want my customer to have to know/select the correct Consultant. The correct Consultant is the one who is assigned to theHTTP 200 Response with IP_NOT_ALLOWED when trying to refresh OAuth Token
Our CRM API integration, (V2 API), has started getting responses from the refresh endpoint where the body is just: {"error":"IP_NOT_ALLOWED"} With an HTTP 200 Response Code. - We haven't changed the IP address making requests. - API integration has beenEnable Mass SMS for any Custom Module
Connect with your customers around the world using RingCentral SMS for Zoho CRM. Instantly send SMS messages using both Templated and customized SMS. Write workflows with webhooks to send automated SMS messages to clients. Get notified in Zoho CRM whenRelation API
Dear Support Team, We are building integration with Zoho API and we trying to find all relations between CRM modules. Here we found an API call https://www.zoho.com/crm/developer/docs/api/v2/get-related-records.html But here we need to do several APIZoho CRM php SDK error
Hello, I've been getting this error with the zohocrm/php-sdk and i'm not sure how to resolve it. PHP Fatal error: Type of zcrmsdk\oauth\exception\ZohoOAuthException::$file must be string (as in class Exception) in ... ^ How would I resolve this error?Delay Approval Process
I was wondering if there was a way to delay an Approval Process for a few moments to allow for other Workflow Rules and Actions to happen before locking the record for approval?Sync field property from contact across to sales order.
We use Leads, Contacts, Sales Orders and Invoices. We have a couple internal companies in the same CRM system. The Contact has a field that designates which internal company the Contact is from, but when we create a Sales Order, the only way to know what{API} Push Costumers from Zoho to External Saas
Hi, Im new to API's and im looking for a solution and i have no idea where to start. Let me explain my situation: My external billing application supports Api's, and so does Zoho. What im looking for is a way to create a new contact in my billing applicationConditionally require subform fields using Client Script
I have three subform fields that I would like to make required based on a response in another field. I have set up a layout rule to hide the subform when not needed, but it does not hide it on the Edit page so setting the fields to be required on theCRM Canvas - Upload Attachments
I am in the process of changing my screens to Canvas. On one screen, I have tabs with related lists, one of which is attachments. There doesn't appear to be a way to upload documents though. Am I missing something really obvious? Does anyone haveAutomatic 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?Sending Zoho form link from custom function in Zoho CRM
Hello, We intend to send a Zoho form link to certain Contacts using a custom function. The Zoho Form must be pre-filled with the Deal information and contacts receiving it should be able to modify the values and upon submission, those modifications mustFeature 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 featureIMAP not fetching archived mails
Hello, I suppose that archiving emails is a pretty standard way of keeping your inbox clutter free. Manually moving mails from your inbox to designated folders belongs to the past, since you nowadays just simply archive the mail. I was therefor prettyCopy formula field values to Deal Value
Hello, in Deals module i have created a formula field to calculate the Deal value, and sicne the Deal value system field is static i can't turn it into a formula, is there is script to copy the result from the formula field into the deal value?Crypto Currency in Multi Currency Selection
I want to add crypto currency in my account but can not find it in the add currency dropdown of multiple currency setup. Is it possible to creating custom currency in multiple currency setup?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. MultiZoho CRM Tip - 51: How to add videos in Zoho CRM Email templates?
One of the biggest challenges in the initial stages of sales cycle is getting email response from prospects. With so many vendors vying for attention, it's vital that your email stands out from the crowd and helps you get that all elusive response. Using videos in your sales cycle helps you do just that. A study shows that 65% of executives visit a vendor's website after viewing a video and 90% of customers say watching product videos helps them make purchasing decisions. Create a thumbnail imageIs there any way to Categorize/Tag Notes?
We have many people who leave notes on a deal, some pertaining to Sales, some pertaining to Billing, some Notes pertaining only to customer service team. Is there any way for us to tag or categorize notes when creating/editing them for a deal? We wouldLock Down Records at the end of its lifecycle
Ability to lock records in CRM so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer. For example: Once an opportunity record is closed (closed wonDialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyoneReport download limit
Hi, I'm getting this error, can the limit be removed? Thanks Cannot ExportYou can only export a maximum of 5 reports that has more than 2000 rows, in a day. You can still export reports that has less than 2000 rows.Zoho CRM Canvas - Subforms
Hi & happy new year! I'm building a new Canvas view and as part of the layout I am using it has a subform. I can insert the subform into the canvas but when in the canvas view I am unable to add content to subform? Are the subform view only on a canvasFunction-13: Add Invoice grand total in words with the click of a button
Welcome back everyone! Last week, we learnt how to add pre-defined notes in a click. This week, let's look at a custom function that helps you add the invoice grand total in words with the click of a button. Business scenario: Countries across the globe follow different numbering formats with comma and decimals being used interchangeably: In the US, comma (,) is used as thousands separators where as in Germany, period (.) is used. In the US, period (.) is used as decimal separator where as in Germany,Add country prefix in cellphone numbers
Hi, I need to add +34 country prefix in all the records in my CRM that are cellphones, so I need to create a workflow rule with a function that works like: If cellphone does not start with 0034 OR If cellphone does not start with +34 AND cellphone startsAdd a Contact to multiple accounts
How can I add a contact to multiple accounts? We have several clients that own multiple businesses that need to be seperate accounts, but have the same contact.Make CRM Notes have Permission levels of visbility
I would like to see NOTES have permission levels -- starting with Visibility restrictions. For example, let's say a purchaser is the Vendor Owner of say MicroSoft. He has contacts he can see and data he can see. But there is a person with higher profile: a Product Manager or Executive Level and she has a meeting with people at that Vendor. If she adds contacts to the vendor with herself as contact owner, the purchaser can't see them. But if she adds Notes from her meeting with MicroSoft, thatNote Permissions
Is it possible to assign permissions to notes? So that users cannot delete or edit them?Hide Notes in Module-level Permissions
Hello, In settings, is there any way to hide notes for certain profiles under "module-level permissions"? It's currently grayed out. We would be willing to pay to have this function programmed if not.Insert module fields to xml-file and uplod to e.g. ftp
Hi, pls advise: How can I insert - e.g. using a workflow - certain fields (name, email etc.) of a custom module entry to a pre-formatted xml-file and upload it e.g. via ftp (or - if ftp isn't possible - send it to an integration that supports ftp upload)Zoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catchAdd Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadAbout zoho.cliq.postToChannel function
Hello! I have a question about using zoho.cliq.postToChannel function in CRM. Is it possible to re-notify a message notified by another bot with a reply? The message notified by another bot has a button and a function. The content I want to execute isNext Page
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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. MultiZoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catchMulti User Lookup field on the Zoho CRM iOS app.
Hello all! Hope you are all safe and sound. We have now brought in support for the Multi User Lookup field on the Zoho CRM mobile app. Below are the enhancements that are supported in this update: * Multi User Lookup field can be added through theMap dependency functionality is now available in Sandbox
Dear All, We're excited to announce that we've extended the map dependency feature into Sandbox. Let's get into the details! In Zoho CRM, you can create dependencies either between two picklist fields, or between a picklist field and a multi-selectTranslation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
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{API} Push Costumers from Zoho to External Saas
Hi, Im new to API's and im looking for a solution and i have no idea where to start. Let me explain my situation: My external billing application supports Api's, and so does Zoho. What im looking for is a way to create a new contact in my billing applicationAuto Populate Meeting from Lead
I am looking to populate the meeting fields with info from the Lead whenever we create a new meeting. I understand a custom function is needed, but I haven't been able to figure it out. Basically what we are looking to do is: Title = 'In Home Appointment"CRM/Deluge - Can't assign task to user in Wizard
Hello all, I'm creating a wizard for Zoho CRM and writing a custom script for the complete button in deluge. This script creates a task, and is supposed to assign the user who created it as the following fields: Created_By, Modified_By, and Task_Owner.How to create a record for Contacts with API C#?
I already talked with Zoho IT department and they gave me link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records This link is showing how to create a record for Leads, but I want to create it for Contacts.BCC Workflow Rules Email Notfications
Does anyone else find it painful not having the ability to add a BCC to workflow rules email notifications? You can only have "To" as an option with multiple email addresses but not a BCC. We use Trustpilot for reviews and need to BCC them on automated
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Zoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catchExtension 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[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what'sIntroducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowInclude Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
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