About 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 isCount deal cycle duration based on stage?
Hi, Zoho community. Trying to develop a custom function that will count the Overall Deal Cycle Duration but it will be stopped when a deal hit the Won/Closed Lost or On Pause stage. So basically the principle here is: IF Stage is not equal to Won, ClosedDeduplicate Leads
In my Leads module I use it for basically a dumping ground for raw data/leads I purchase from lead vendors so I can utilize in other ways. The problem I am having is that Zoho makes it very difficult to prevent duplicate names coming in. They only allowZoom Voice/VOIP integration
Hi- what are the chances of integrating Zoom voice service with Zoho CRM? As we already have their meetings integrated would it be possible to integrate their VOIP service as well? I know first hand their voice service since the pandemic has grown quiteDate Filter Question: What am I missing?
Can anyone help me understand what I am missing? I would think the two filters below are both April 2022, but the resulting number of records is different for each. Thank you.CRM User Stopped Receiving Emails From systemgenerated @ zohocrm.com
One of my users stopped receiving emails from systemgenerated at zohocrm.com. For example, he no longer receives email reminders or daily activity reports from the above stated email address. Has anyone experienced this? Any suggested solutions? ThankWhat do the Image Sizes mean in Zoho CRM Email Templates?
Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"Updating Related Records
Hi, Im looking at creating a button or a blueprint function, that when selected it will change the status off all assocated records within a particular related record section for example. Sales Order Module Payment Status is changed to Refunded RelatedAuto Create an Opportunity/Deal from Closed Won Deal
Hello, I am looking to auto create Opps/Deals as Renewals for all the Opps/Deals when they are closed Won, so the Account Managers dont have to create a new Opportunity for renewal. This Opportunity needs to be like to like the original opportunity andScheduled reports are not consistently sent
I have created scheduled reports to go out ever Friday, the reports are not doing that. When I go in to Zoho on Monday, I am unable to find the reports at all, all I see is "Try New Version" of the Report module. And only when I click that I want to tryNeed to backup attachments to each prospect record
We have thousands of deal and prospect records, with critical documents, we need to download. Is there a way to mass download the documents or do we still have to go one by one?Zoho CRM & Zoho Forms Integration - Why Inventory Modules Missing?
By The Grace Of G-d. Hi, Are inventory modules missing from Zoho CRM & Zoho Forms Integration on purpose or am i missing something?CRM Webforms Double Opt-In Important But Unuseable As Is
With all the problems with webform spam, the Double Opt-In is a great idea. Once I implemented it and tested it on my website, I realized it is not usable in its current state. The key problem is the messaging on the Opt-in email is very misleading,How can I customize the optin confirmation email in ZOHO CRM
We have enabled Double Opt-In on a ZOHO CRM Webform. I cannot find a location where i can customise the layout of the email authentication that is sent to a user. Could you please let me know where / how this can be customised?Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name?Changing the data type of a field without losing pre-existing data
I want to change a single-line text field into a multi-line field without losing pre-existing data. At the moment, this is not possible. Who would like to see this feature too?Kaizen #8 - Handling Recurrence and Participants in the Events Module via API
Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM. An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.Zoho CRM API Error AUTHENTICATION_FAILURE "Authentication failed"
ZOHO API Self Client creation Scope ZohoCRM.settings.modules.all,ZohoCRM.org.all,ZohoCRM.users.all generates code Using Postman POST request generates access token { "access_token": "1000.b9f0a851ae0007e64d7d071d30428100.845831454fee79cfac0da06d7813e276",Changing default when Custom Sharing Per Record the Emails from IMAP
Hello! When Custom Sharing Per Record the Emails from IMAP, on the Email channel configuration, is it possible dor the default to be "sharing" and then "uncheck" when is something sensitive? Currently, is the other way around: I need to check every time I want to share something with the rest of the team. In addittion, I would like that all my team (subordinates) can see each others emails. But I cant understand if this can be done with the Data sharing settings and rules. Anyone has experience onKeyboard shortcuts for CRM plus duplicate records
Hello Are there any keyboard shortcuts for this product? I basically do not want to scroll down on my CRM contacts view and click on the arrow for the next page. (I know I can search but I do want to go through my contacts visually). Also, how do youCanvas Limit Reached
I have switched from Trial to STANDARD subscription. When I try to access more than one of the created canvas pages or try to create a new one I get error CANVAS LIMIT REACHED. ThanksChanging a Single-Line Text field into a Multi-line Field without losing data
Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing daCRM/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 import invoice from Zoho CRM to Zoho Books
I have already created an invoice in Zoho CRM. Now I want to import the same invoice to Zoho Books. How does on do it?Require a note on a custom dat field change
I have a custom field called "Next Action Date" on the cases module. Whenever this date is changed, I wish to require the user to provide a note. Is this possible? I am happy to use client side scripts to make this work. Best regards, JoePopup Notifications / Alert for new notes added in leads / Contacts / Proposals / Products / Cases - WORKAROUND
I have been using zoho crm for some time now and one thing that bugs me is that my sales team don't know iv added note to a lead, customer or proposal. I have thought about the best way to implement this, i think the best way would be have a notification sent to the Lead, contact or proposal owner or being able to select sent notification to "selected Users" when adding notes. What does every one else think or this idea?update record not working
Hello Forum Admins, I am PHP developer. and i am using zoho crm api ,and I am trying to update the record. $curl_handle = curl_init(); curl_setopt( $curl_handle, CURLOPT_USERAGENT, "Mozilla/5.0 (Windows; U; Windows NT 5.1; rv:1.7.3) Gecko/20041001 Firefox/0.10.1" ); curl_setopt($curl_handle,CURLOPT_URL,$url); curl_setopt($curl_handle,CURLOPT_CONNECTTIMEOUT,5); curl_setopt($curl_handle,CURLOPT_RETURNTRANSFER,true); curl_setopt($curl_handle,CURLOPT_FRESH_CONNECT,true);//No caching curl_setopt($curl_handle,CURLOPT_FOLLOWLOCATION,true);Receive Goods or Purchase Order
I just learnt that system only shows quantity on order. There is nothing I can do to receive goods. I ended up manually changing quantity to reflect goods received. That still left the quantity on order. I had no way to remove that quantity on order except that I had to delete the purchase order.... Is there a better way to go from Purchase order to goods received?Zoho Survey updating a Deal stage on Zoho CRM
Hi, I have a deal pipeline to help my firm onboard clients quicker. As part of this we ask for a client to fill in a questionnaire (on Zoho Survey). I have linked up CRM and Survey and to the deals module. The survey is linked via the user ID. ThisUnable to add scheduled actions to workflow
Hi all, I am new to Zoho and have been creating workflows for my business process. Just recently, as I was creating a new workflow, I realized the add scheduled action button was grayed out. The workflow is only allowing me to create instant actionsMulti 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 thePrice Book based on Field Value
I was wondering... is there a way to drive which Price Books can be used on a Quote based upon the value of a given field?Photo rotation
When I upload a photo to my contact image it often rotates the photo sideways. The original was set correctly. I don't see a way to rotate the photo to the right orientation in Zoho. Do you have a fix for this?The connection for this site is not secure - Error
Hi, Why are my forms not working anymore? They were fine and now the link says: The connection for this site is not secure sender.zohoinsights.com sent an invalid response. Try running Windows Network Diagnostics. ERR_SSL_PROTOCOL_ERRORTwo Subforoms/One Quote
I've created a Quote Page Layout that contains two Subforms however; the 2nd Subform does not pull in data from the Price Book in the same way, i.e. Discount, etc. Is there a way to clone or mimic the native Quote Subform functionality?Nested quick create does not appear
I have a quick create for a custom lookup field that appears when I do it via Leads/Contacts. However when I do it via task, the quick create appears for Leads, but not the custom lookup field in Leads. Is there any way to get this up?Links sent in email from CRM are replace with sender3.zohoinsights.com
Our business has come to a stand still with clients reporting the same issue when trying to click on links sent from CRM. This site can’t provide a secure connection sender3.zohoinsights.com sent an invalid response. Try running Windows Network Diagnostics.Change CRM Contact Hierarchy
Hi, Is there a way to change an existing crm contact hierarchy? Since we sync the accounts & contacts to Books, the first contact shown in CRM is considered in Books ar the primary contact. Over time, this causes some problems when contact are e.g. leavingCRM - Host not getting email notification about Calendar Booking
I've testing Calendar Bookings in Zoho CRM. It seems to work well - however, the Host (myself) doesnt get any email notification. The calendar booking shows up in my calendar and the customers calendar. The customer gets a "Confirmed" Calendar email.Is there a way to Trigger Workflow when only a module subform row(s) is edited or created?
Is there a way to Trigger Workflow only when a subform row is edited or created?Next Page
Announcements
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
Zoho Pagesense Resources
Zoho DataPrep Resources
Zoho CRM Resources
Zoho Subscriptions Resources
ご検討中の方
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
Nederlandse Hulpbronnen
Most Discussed Topics
{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
Sticky Posts
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
Top Contributors
Ishwarya SG
Pheranda Nongpiur
Sunderjan Siddharth
Michael Trow
Praveen Sankar