Send an email template from deluge
Hello. I've the following function as an action in a workflow: plaatsingInfo = zoho.crm.getRecordById("Orders",plaatsingId); info plaatsingInfo; kandidaatId = plaatsingInfo.get("EmployeeID").get("id"); kandidaatInfo = zoho.crm.getRecordById("Employees",kandidaatId);Zoho CRM Workflow rules "Contains"
Hi, can someone provide details and documentation on how exactly does the "Contain" check works in workflows in Zoho CRM? For example, I would like to check: - Is case sensitive? - Does it search if the term is contained within words? For example, ifData Collected by Email Insights
This is a subject that Customer Support keep skirting round, so I thought I should ask the community: What data is actually collected through the embedded pixel added into emails through the Email Insights function? Insights is an all-on or all-off facility,IMAP 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 prettyProblem with workflows and Lead Conversion Automation
Hi, I tried everything I could think of on how to accomplish this with workflow automation: "When a lead is created or edited, apply some actions (such as field updates), wait and then convert". Basically, you cant delay a workflow if you plan to convertColumn Alignment in Emails
When the column feature is used in the email template builder, the alignment changes between the change from the editor, to preview, and then on to send. Although the alignment is barely off centered, when the rest of a email perfectly formatted and centeredAdding a contact to an existing Account
How do you add a contact and not have to keep adding the address information. We want to add contacts to account rather that cloning individulas contacts.Unable to Create New Contact from missed call
I have RingCentral integrated with CRM. When someone calls from a number that's not already in CRM I may want to add that number as a new contact. In the Calls module, when I click on a missed call, there is a + button next to the phone number. That bringsIntegration of AD
We are in need to enabled the below points in Zoho CRM, - Automatic Synchronization of Outlook Contacts to Leads in ZOHO CRM. - Integration of Active Directory to automatically create and manage ZOHO CRM user accounts.Not able to debug the issue that happens in the workflow function.
Hi Team, I am trying to connect an application to send an Whatsapp message, it is working fine in the other modules, but it is not working in the workflow function. I am not able to see the payload details also to debug the issue, so It would be gratefulCreating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templatesClarify Workflow execution on Date/Time Field recurrence
If the given date field is set, the workflowis queued. What happens if the given date field changes 1 or more times? Does the queue get reset each time the given date field changes or is it attached to only the first set of the given date field?Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).Access of Activities Module in CRM to Client Portal?
I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to the clients to their realtime status of the work going on and they can track theChange Field Type & Preserve Data, Workflows, Layout
I would like a feature in ZohoCRM that would allow me to change a field from one type to another, and preserve the data, workflows, layouts for that field. Essentially the same effect that "renaming" a field has where nothing really changes but the name.[Early Access] Rebrand your CRM with the all-new custom domain mapping setup
Hello everyone! We are elated to announce that Zoho CRM now supports custom domain mapping. This is a game changer as this potentially allows every organization to rebrand their CRM system and align it with the domain name of their business. Note: ThisCost plus markup should be included on quote module
There is no way to have the cost listed on a quote and mark it up. The system only allows for discounts which does not work for the service industry. We need a way to have product data to have cost field and price field. Having two price fields is necessaryIs there a way to Blacklist clients?
Is there a way to add clients (accounts) on a blacklist, for example if they fail to pay? I was thinking perhaps creating a 'Blacklist' button that could be ticked, and once selected prevents a Deal from being made for that particular account. Is thereKaizen #88 Assignment Rules
Hello everyone! This week, we will discuss the use cases of assignment rules in inserting, updating, and upserting records. What are Assignment Rules? The effectiveness of sales is closely tied to a sales representative's daily tasks, such as promptlySubforms limited to 8 columns
Hi, I've been hoping for over 9 months now that Zoho would allow more than 8 columns in a subform. When will this limit be changed? I've been hearing "months" every time I've asked. ThanksAdWords information not coming on Zoho CRM
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM.Font Size 11 - Zoho CRM Email Templates
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM emailIntroducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 24th April'23---------------------------------------------- Rollup summary is now available for all organizations in EU, IN, CN, JP, and AU DC. For organizations in the US DC, we will open in a coupleRe-sending mass email to those who have not opened them
Hello, I am trying to figure out how to send a mass email in ZOHO CRM to the leads that have not opened the last email. I can create a report for this and find out who opened and who have not. However if my list is too long, this is too time consuming.User Emails Blocked
Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.Function to search for a record made between today and 4 weeks ago
Hi, I have a module called 'Illnessregistrations' which contains illnessregistrations of employees. When a new record (so new illnessregistration from an employee) is made in this module, I want a function to search if that employee has already anotherSmarter data gathering with Query component in Wizards
Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone toZ CRM - Contact list page Load forever, only for one user!
Hi, one of our user has a problem. When she click on the top menu "Contact" to view the list of the contacts, this page doesn't load. All the other module are working fine. The page try to load, but never load. It's like she does not have the right toFloating Cookie icon - blocking content
Not about CRM - but is about the documentation website(s) Floating Cookie is in the way - how to make it go away?! Happens on this page: (and others) https://www.zoho.com/crm/developer/docs/api/v4/modules-api.html In the Left Navigation area, scroll toNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberEdit document before sending with "send with Zoho Sign" Button
I often need to make minor changes to a contract on a per-deal basis. I would like to start a "Send for Zoho Sign" process for a given deal by using a pre-populated mail merge template, but make changes before sending it. Is there a way to do as I'veNeed Help with Lead and Note import
Summary: I can't get the Notes import by parent entity ID to sync up with the parent Lead. Details: I am migrating data from an MS Access database that we use as a CRM currently. I want to import our Leads and their call log history. I was putting thePost to custom function with REST API
I want to call a custom function in CRM from books via REST API with Api key. However my POST parameters are ignored. If I set parameters as GET, parameters are avaialbe, but I have large parameter values and get the error 'Request-URI Too Large'. IsGet Workflow Metadata via API
Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.Is possible a record to transfer for blueprint A to blueprint B?
Hello people By implementation, I have two blueprints called A and B, the point is that if a user wants a record that is in blueprint A, to pass it to blueprint B, is there some kind of trick or programming to achieve that goal? Thanks in advance forReceiving too many Spam Leads. Why?
I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory0365 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 createdCRM Client Script Buttons
Hello, Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored? Also, custom buttons must beContact Roles: Option to customise columns
When converting a Lead one of the pick lists is to select a Contact Role. I can not find where the values for the pick list for the Contact Lead are maintained. Answers in older posts don't match current screens. Once a Contact Role is selected, how is18-26 seconds to Open a a Deal or Lead in ZohoCRM. Is this Normal?
I'm curious how long it takes others in the community to open a "Deal" or a "Lead" and have the page load fully? When opening the details of a Deal or a Lead, it takes anywhere between 18-26 seconds to open, and about the same after pressing "Edit". MyNext Page
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Hello everyone! We are elated to announce that Zoho CRM now supports custom domain mapping. This is a game changer as this potentially allows every organization to rebrand their CRM system and align it with the domain name of their business. Note: ThisIntroducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 24th April'23---------------------------------------------- Rollup summary is now available for all organizations in EU, IN, CN, JP, and AU DC. For organizations in the US DC, we will open in a coupleSmarter data gathering with Query component in Wizards
Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone toNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberIntroducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be
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Function to search for a record made between today and 4 weeks ago
Hi, I have a module called 'Illnessregistrations' which contains illnessregistrations of employees. When a new record (so new illnessregistration from an employee) is made in this module, I want a function to search if that employee has already anotherProblem with Zoho CRM and Zapier: Unable to create entry in module: Invoices. Required field not found / in_request_body false
Hello, I have created a Zap in Zapier that creates a new entry in the regular Invoices module. Today (and for some reasons…I do not why) I get an error message in Zapier: Hello, Unable to create entry in module: Invoices. Error : required field not found.Auto increment number when a task is cloned
Hello, I have the following question: is there any posibility to autoincrement a number on a field when a task is cloned, but when a task is created the same number to be 0? For exemple, let's say I have Task#1 with the field No = 0. When I create a cloneZoho Sheet not showing fields from list view
Hello, I have a list view I made, It's a very simple one showing specific data about the contact and his all companys some what of a quick view. The problem is Zoho Sheet it doesn't show all the fileds from the list view, Can I some how fix this? AttchedCRM - Quote Module, List Price
Is there a way to make the List Price Locked, and not editable in the quote module? Example image below. The List Price is not a greyed out field and therefore can be edited by an estimator. I would prefer that this not be editable, since it is a standard
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[Early-Access] Blueprint enhancements - Parallel and multiple transitions, and more
Early Access Interest form Resources Help Documentation Subscriptions CRM Professional, Enterprise & Ultimate, CRMPlus, Zoho One Restrictions Currently only supported for CRM web version Zoho CRM's Blueprints provide structure to business processes byIntroducing Color Coding of Picklist Values
Dear Everyone, Greetings!! Zoho CRM is uplifting the user experience. Recently, we had some notable aesthetic improvements in CRM like Kanban View UI enhancement, New List view UI enhancement, color coding of tags, and color coding of picklists in meetings.Announcement: Unused formula fields are no longer computed
Dear All, We hope you're well! We are here with a quick announcement about formula fields. Previous behavior: If you remove an active formula field from your layout, it will be moved under the unused fields tray. Although, you cannot see the removed formulaNew Updates to the Bounce status in the Campaigns module
Dear All, We hope you are all well! We are here with new updates to the Campaigns module . As you know, Zoho CRM could be a bigger database of Leads and Contacts than any standalone marketing applications. Thus, we have the campaigns module to manageZoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!
A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with
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