Reports on Emails received
Is there any way out or procedure to make a customized Report on emails received ? I am only able to make report on email sent using my account in CRM It must show subject, date , time of the emails received [email Received could be either a fresh email or reply to our sent emails]?automations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sendingWhy Sharing Rules do Not support relative date comparison???
I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to StaticSeeking guidance
I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility,Automatic ICS to event like Outlook or Gmail
If I receive an email with an outlook invite link to an ics file, is there anyway to click on that link and have it create an event for me?CRM Timeline History Permissions ?
Hello, I am curious about this. in Zoho CRM on the Timeline Tab everyone knows that it displays the history of edits and such for that particular Lead record. What if I wanted to Hide some of the History Events from CRM Users? For example, I have a workflowButton - lead to trash
Dear ZOHO Masters I like the idea of a button at the record. When the presales team is verifying potential of the lead and at a glance they see that the best would be to dump it one button at the top which would record in the lead history: not our targetScope of the Zoho CRM Meetings integration with Office 365 setting
Reading these instructions https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/synchronize-with-office-365/articles/sync-meetings-contacts-tasks-with-office365#Synchronize_Zoho_CRM_Meetings_with_Office_365, it's not clear for me if every userNew in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options. Themes - Try different colors schemes for your account and see what suits best for you. Earlier, you could change your tab bar to either black or blue. This may or may not have matchedExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIDeals in Calendar view
Hello, Is it possible to place deals in the calendar view? Thanks Steve Moderation Update: A similar discussion is ongoing in the forum link below, and we encourage everyone to follow the post for further updates on this feature request. As such, we willInvestigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these lossesEnrich 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 optimizingKiosk Studio Session #2 | Boost cold call efficiency with a call script kiosk
Hello! For sales teams, cold calls are swift, frequent, and repetitive processes. Often the first touchpoints in many customer journeys, they help sales reps proactively engage with potential customers. When done well, they persuade prospects to set upZoho Support DOESN'T REALLY CARE
we have reported a couple of go live issues 2 weeks a go and escalated to the Regional Account Manager "Mark D'cruz", is this the normal support level for professional License? we're anticipating to add30-40 more users in 3 months but we can't make thisNewline character and <br> tags don't work in the message parameter of the mergeAndSend v2 function
I've made a function that sends a merge template as an attachment in an email. My problem is that I can't have newlines or breaks in the message of the email. This is the code: email_message = "Hello, " + conventionRecord.get("Name") + ", \n <br>"; //Send Email using the Java CRM SDK and replace template variables with a value
I am currently sending emails through the Java CRM SDK 7, which is working just fine. However, I can not figure out how to replace the variables in the template with data I am generating dynamically before sending out the email. For example, I am sendingIntroducing 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.Only Deal owners can access/upload attachments attached to this deal.
Hi, Is anyone familiar with this issue? Apparently only Deal Owners can access and upload attachments of a Deal. Is that normal, or can it be changed using any settings? See screenshot here in the attachment. Kindly, Dirk Broenink Moderation Update: I'mContact Field to Update from Account Field
So here's my scenario. I have a custom field in Accounts and Contacts and I want it so when I update the Account field, the Contact field will update as well for all the associated contacts. From what I've seen, I'd have to create a custom function forAuto opt out for Account Types set to Competitor
I need to make sure that where "Account Type" is set to a specific type "Competitor", that they (all associated contacts) are automatically opted out from receiving emails and subscribing to newsletters. I note that opt out is at Contact level and notSyncing from Outlook calendar to CRM Meetings tab
Hi I have enabled syncing in the Marketplace > Microsoft section of settings in CRM. New Meetings created in the Meetings section of CRM appear in a new Outlook calendar, which is groovy. I have created a calendar appointment in my Outlook with a CRMis Copy Customization feature still available?
I want to transfer some settings from one Zoho CRM admin account to another CRM admin account. the settings like worklow rules, blueprint and etc. I have tried to watch this video on Youtube: https://www.youtube.com/watch?v=gumaWA4AeiI as you can seeCan I add Conditional Mail Merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letterForm Availability - Issue
I created a form using the Form Availability - Between specified dates. Post the end date, I am now trying to extend the end date ... or even by making the form Available - Always... it just keeps showing the old expiry message on the frontend. I havePermission Denied
Hi, I'm having a problem accessing 'Modules and Fields'; it says 'Permission Denied.' Can you help me resolve this issue?How to customize the task reminder notification email
HI guys, I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated byCalling from Zoho CRM from my LT connecting via my Iphone using Verizon service
Where in zoho one CRM is the setting or check box for me to enable logging a call details (duration, date, time and other info from my LT ?Invalid Client - Client ID passed does not exist
Hi, Daniel here. i try to generate an authorization code by following this page Authorization Request - Web Apps - OAuth | Zoho Accounts https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=1000.myclientid&response_type=code&access_type=offline&redirect_uri=https://localhost:7195/account/integrations/zoho/tokencallbacksetting up a clickable text with a hyperlink
I have a form and in this form i want to have a text that will be clickable that will take me to another page or websiteCopy a File Upload field from one module to another
We have a file upload field on a custom module named "Attachment". We want to use a Deludge function that copies this field and adds it to a file upload field on the Account module. The account level field is also called "Attachment". Here's a sampleCadence vs. Workflow
Greetings. I see a lot of noise around Cadence. We have already creating a lot of workflow rules for dealing with and following up to incoming leads. What I don't see is what's the difference between Cadence and Workflow and how we may benefit from updating?Zoho CRM and Safari v18 MacOS page display weird
With Safari 17.6 this issue didn't exist. When opening a quote under Quote Information (see below) it displays correctly as shown. When using Safari 18, the latest version, a large blank area get's added under Hide Details where you have to scroll downImage insert
How do I add an image to Zoho forms? From what I understand it used to be available when you could add a note, but now it is not. Second how do I link one form after another, for example say I have 1 form and then they hit next, and go to another formConverting a lead does not create an account
When I convert lead, I get a portential and a contact, but I do not get an account. Account Module says that accounts are created when a lead is converted. Why is this not happening?Kaizen #115 :Customize Buttons using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize buttons using Client Script. In this kaizen post, Need for customizing buttons ZDKs related to Buttons Use Case to customize button using ClientHow to automatically fill up field based on lookup field input
Hi there, I have a custom module where some emails are stored and i was wondering if i can make it so that based on the selected procurement name the procurement email will pop up, wondering if this is possible using client script. The APIs API for procurementCase Comment Information Edit/Delete Entry
How can I edit or delete Comment Information entries in Cases? We are using this as a log and if erroneous information is entered we would like to remove it.Different custom view sharing settings for web & mobile app
Hello, One feature that would be very helpful, especially in businesses where there are users that primarily or solely use the mobile app and who have different job functions that users mostly using the web app, is to define custom view visibility separatelyImport does not UPDATE existing records
When I import, although I have the original Record Id, from a previous export, the import creates NEW records. I just want to update those records with the new values from a CSV I have 1200 leads I exported 3 fields to CSV. So I have 1200 rows the myNext Page
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UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessIntroducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting theTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
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