Deleting fields with dependencies
I'm looking to a proper clear up of our Zoho CRM by fully deleting old custom fields. I know how to do this without impacting my Zoho Analytics data but I'm trying to find a way to identify if these fields have any dependencies within the CRM itself -Form et Wordpress
Bonjour, J'aimerai savoir s'il existe une possibilité pour garder une trace d'un formulaire Zoho dans son compte Wordpress ? J'ai "embeded" un formulaire Zoho sur une page de mon site Wordpress, et lorsqu'un utilisateur est connecté, qu'il utilise leAdd a password to a zoho form with data from the CRM?
I want to insure the intended recipient is the one filling out the form, I'd like to have a "password" for them to enter. I use the term password here loosely. For example, we capture our customer's birthdays, So having them enter their birthday and lasthave a json response that I format into html table how to display it in a zoho crm records
Hello I had a json response that I format into a table html, for a better visibility I turn response to html table (columns, line) But it seems no way to display it in zoho crm field Maybe there is a workaround? maybe not html table, but need somethingUnable to fetch large query
Hi I'm unable to retrieve more than 2000 records using the CRM API v6. Looking at the docs it is clear that the upper limit should be around 10.000, not 2000. Query error # {'code': 'LIMIT_EXCEEDED', 'details': {'by': 'limit', 'limit': 2000}, 'message':How do I customize columns when searching to add related records
When adding a product to a record, there is no easy way to customize which columns are shown, and the only way to search is to use the product name. Luckily for me, I get the columns I need and I can find the product just fine. But some other users don'tPossible to generate/download Quote PDF using REST API?
See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?How to add the time duration for scheldule call
Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time durationZoho CRM: Can we get lead status history table using REST APIs kindly advise?
I am able to see the status history of a lead on Zoho CRM, and also retrieve on Zoho Analytics, I am wondering if there is an endpoint with which this table can be retrieved on other tools like Power Bi. Or if there is an endpoint using which we can programmaticallyZoho 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 canvasModule formula field Output zero if one of the fields in the formula is blank
Hi All, Hoping this is an easy one for someone to answer, I have the following calculation in a formula field (${Products.Trade Price}-${Products.Wholesale Price}) This works fine but if the Wholesale Price is not set I need the output to be zero. AtUpserting several records at once
I am pushing data from Creator to CRM so it'd be nice to not waste API calls and just upsert several records at once as it seems to be possible according to https://www.zoho.com/crm/developer/docs/api/v7/upsert-records.html It says we can do up to 100Zoho Form error: Update Record - Failed to push as the required 'Zoho CRM' field was empty.
I have a zoho form with crm integration. I send the form from the crm by clicking "Insert Template" -> "forms link" from the email editor. The link text that's inserted is in the format of https://forms.zohopublic.com/<myorg>/form/<formName>/formperma/<someID>?crm_entity_id=<contactId>Kaizen #158 - How to effectively handle API calls to optimize API credits?
Hello everyone! Welcome back to another post in the Kaizen series! In this post, we will discuss a few strategies to handle API calls effectively and optimize your API credits. As you all know, your CRM edition comes with a set number of credits(thisDynamic Maximum Subform row entries
Hey! We need to have Subforms that have a dynamic number of maximum row entries based on a field inside the record. Is that somehow possible?Zoho Marketing Automation Cannot Sync Lookiup Fields
Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!Zapier won't retrieve assignment rule
Hello there! We're trying to automate the process of sending the client info from a landing page (unbounce) to zoho crm. Everything seems to be working fine except for the assignment rule. It doesn't show up in the automation fields.How to format API get request for Google Calendar connection?
I am brand new to API call scripts. I am a google Workspace user. I need to use the google calendar connection to get a list of calendar events with criteria (notably start or end date-times). Then I need to put them in zoho crm's Meetings module. ThisRemove HTML Format - Deluge
Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll(" " , " "); Apart from this if you require anything please let me know Thanks & Regards PiyushHow to associate a Contacts record with multiple Account records?
I googled to find a solution to this before posting the question here but am not sure if the information I came across is the latest one. I want to be able to associate a Contacts module record with multiple Account records. In my Accounts module, I haveMulti-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the salesIs it possible to customise the lead conversion page in Zoho CRM?
I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.Email deliverability
Good morning, I would like to send newsletters via ZOHO and therefore want to take care about the DMARC topic, which i unfortunately have no Idea about it, can you help here? I attach the message I´ve received as well to this request. Looking forwardFunction
I have a workflow made when a quote is edited the quote number will be copied to a text field Quote_number_ref in the deal that it is associated with. This is the function, it says successful in view usage but Deal field is never populated. Any ideas?Apple Messages for Business in Omnichannel communications?
Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.LinkedIn Sales Navigator extension not showing info in CRM (Lead/ contact file)
Hi all, I got the LinkedIn Sales Navigator extension installed and activated in CRM (still version 1) and my sales reps who hold an Advanced Sales nav license can't see anything in the lead file section. Apparently we have to update a "app package", butRecords that are in the trash are counted in the reports.
Hello community, after intensive investigation by support, we have noticed that when we relate records through a lookup field, if we delete records from the child module they will be counted when generating a report from both modules. See the case below:Custom module - change from autonumber to name
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.Bulk Updates and Untouched Records
We have a field for the industry that the customer is in. Our initial upload of our database was done very poorly, and as a result we are forced to fix all kinds of things in the customer records. Right now, I need to add industries to a slew of companies.How to Create a Report or List across Two Modules that allows for Mass Updating?
I'm trying to pull a list or report of all Contacts who meet a specific criteria from the Accounts module. I then want to mass update a Contact field for those Contacts in bulk. Basically, I want to find all Contacts who meet Contact Criteria 1 whoseUsing Client Script to change Canvas ID
In my deals module, I have created two difference canvas. One for personal insurance and one for Commercial insurance. I have a field in Deals called "Customer Type" that is a drop down with two choices, "Commercial" and "Personal". I am trying to setRemove Zoho tracking wrapper from CRM template emails
Hi All, We have URL redirect rules so that when certain links unique to a user/account are sent via Zoho templates, they should redirect to open the mobile app rather than web (mobile web is not supported). Because of the Zoho tracking wrapper that getsAssociate a Contact to a Campaign using deluge?
If I want to add one record to another related list, which zoho function do I use? zoho.updateRelatedRecord is not it I don't think. I simply want to take a "Contact" and associate it to a "Campaign" using deluge. Can anyone help? contactId = 5122008000000796037;Attachments Rename
It would be great if you could rename, or make a copy of an attachment in the attachment area. Similiar to the del button.Canvas assignment rule.
I was wondering is it possible to assign different Canvas to different detail record page base on a field. For example, I have a field called Steps. I would like to have Canvas 1 show when it’s step1 and Canvas 2 for step 2. The Canvas we have are WAYRich Text Editor adding extra paragraph tags
Hello, I believe a Rich Text field adds extra paragraph tags that show up as extra spaces when rendered in PDF via a template. See the template's output.. it does perfect at first but starting with the bullet points, it makes a lot of extra spaces: HereCanvas Fit to Screen
Hi, is it possible to have the Fit to Screen tickbox unmarked as a default?Dynamically populating picklist using v7 API is throwing INVALID_DATA error
Hi, So basically, I've tried all sorts of solutions but to no avail. This is the error I kept on getting: { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body", "status": "error" } And this is the object I'm passingZoho Campaigns Event timestamps do not propagate to Zoho CRM
We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be foundConvert a CRM dashboard into a presentation in just two clicks
Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. Editions: Enterprise edition and above DCs: US, AU, EU, IN, JP, CN For instructions and more details, please refer to this help document.Next Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Introducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Translation 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, ImagineUI 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 Access
Most Discussed Topics
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, tailoredTranslation 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
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
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
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
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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?
Top Contributors
Ishwarya SG
Sunderjan Siddharth
Pheranda Nongpiur
Subhash Kumar
Zohoboy