Changes made by Blueprint Transitions are registered as made by an Administrator
There is a HUGE problem with Blueprints. Changes made by Blueprint Transitions are registered as made by an Administrator. Taking advantage of Blueprints we have setup must of the changes in Leads and Deals. Now our Audit Log is FULL of changes made byClient script to validate field: showError and prevent Save
Hi, I am pretty new to Zoho CRM customization and I would like to know which is the best practise to use client script for field validation. I developed a very simple function to validate "onChange" of a field. When the user enters an invalid value, theIs it possible to close manually the tracking window of a phone call ?
Hi, When somebody's calling, there is a tracking window opening on the right hand side of my screen in any Zoho application. Unfortunately, because I'm out of the office once and a while, my phone line is redirected on somebody's phone outside of my company.Bounced Email needs unblocking
Hi, One of our leads email addresses has been blocked due to bouncing. It says the reason is smtp 550, potential spam. This is a double opted in contact expecting the emails. We sent 1 email to them with a ZOHO Survey integrated link, CRM says this emailHow to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.Upload Bulk records in Zoho CRM
Hi, I am trying to upload bulk sales orders into Zoho. The process is so slow via API, so I have decided to change the approach and now I want to upload the Sales orders using csv. Still, I am not sure how I can add the order line products via CSV inUnderstanding Schedules
I consider myself vaguely intelligent and generally pretty good at CRM type stuff, but Zoho Schedules have got me stumped. I'm sure there is a really easy answer to this, but I can't figure it out. I need schedule to run a particular function each atAbout Zoho CRM education and Certification
Hello, I manage our Zoho CRM system where I work. I want to improve myself with online resources on Zoho CRM. I want to have advanced knowledge. But when I searched the internet, I came across many different websites and resources by Zoho about Zoho trainingIntroducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, andWix form submissions to new lead entry on Zoho CRM
Although it works flawlessly with Zapier transferring my Wix form submissions to CRM as new leads, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services.Automate Zoho CRM Export to pdf
Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email theZoho CRM does not allow uploading attachments
Hi Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed". Does not raise pop up with additional indication ThxAdd a line to Account and Contact Default Address Fields
Hi all, I know this seems like a small thing, but it would certainly make my life easier. A lot of addresses we have to enter into the system now have multiple "Street" fields in their address. It would be amazing if Zoho enabled an "optionable" "MailingBest way to Sell a House Online with ZohoCRM as Back-end?
I want to sell some houses For Sale By Owner on our Wordpress Website and want to use the data in the "Accounts" Module within ZohoCRM to populate the details of the homes shown. Does an elegant way to do this already exist? If so, what solution do youemail templates not displaying to select from
Hello, I am a brand new user to Zoho CRM, I have created a few email templates, put them in a new folder and shared the folder publicly, however, I cannot see the templates to select them to send. I have even made them favorites but they still do nothow to get users from a group id using API?
Hi, let say I have a group id, and that group has 10 members. which Zoho CRM API that I can use to get those 10 user ids?decimal point separator will dissapear when editing the value
as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal ModuleDecisions in Blueprints
We would like to have Decisions in Blueprints, just like they are available in Kiosk Studio. That would allow us to build more complex flows, without it being too messy and hard to maintain.Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,Deal Stage component/widget/whatever it is... event
Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,Counting number of records from related module
Hi, I have a field called: 'Number of unsolved issues'. I want this field to contain the number of records (from module 'Debiteuren') which are not solved. How can I do this? How can I update this field? So in this case, the field should display the numberSet visibility of default views
Hello, Requesting ability to set visibility of default/pre-built views. For custom views, you can set it to "Only Me", "Everyone", and "Selected Users". For the default views, we have some examples where we don't want everyone to see these. For exampe,When creating a new module it is turned OFF by default for all Profiles
Currently when you create a new Org Module it is turned ON by default for all profiles. So once you create it you need to go over all profiles to take away access. It makes a lot more sense that when we create a new module it is turned OFF by defaultHow to reduce sync time between ZOHO CRM and Books? Can't Accountant do Manual Sync?
Can we reduce the Sync time? Apart from Admin who can all have access to manual Sync? Also, can we have a button on the CRM or Books to Sync CRM and Books?Enhancements in Canvas
Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! ReusableAdd 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! ChadDue date field in tasks module (ZOHO CRM)
Dear community, I'd like to know how can make my due date field from the tasks module into a date/time field. I have a few situations that the task is opened in the morning and it has 3 hours to be done, so the current field type (only date) do not fulfillIntroducing edition-wise Data Storage limits in Zoho CRM
Last modified on September 25, 2024: Here’s the latest storage availability for Zoho CRM editions. To learn more about managing your data storage space, click here. Edition Base Storage for an Org (<200 users)* Base Storage for an Org (>200 users)* AdditionalFetching subform for sales orders modules using COQL
I'm using the sales order module, I am trying to fetch a list of orders that belong to a customerId using COQL. While fetching the order, I am not able to retrieve order items(which is a subform). I am using v3 of coql. I tried using the following thing:How to automatically update Title in Zoho Crm - Meetings
I need custom automation that updates the Title field in the Meeting module. I want to update the Title every time a meeting is created or edited with a custom value of "Related to - Contact Fullname + PickList1{Service} Value + PickList2{Service Details}How do I define the argument in a function?
Hi, I have watched endless videos on attempting to have a record from one module update from another. It all seems pretty self explanatory until I get to the idea of mapping the arguments. On every video when you click "edit Argument" You get a dropdownNew deal, automatic numbering system
Hi guys, We are new to ZOHO CRM and have a question. We have an excel sheer used as the quotation register. Is it possible to have the next unique quote no come up when adding a new deal or quotation? Now we are double handling filling out the excel registerCreate and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc linksFor Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".
When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. ItStay in the Know: Important TRAI mandate on URL whitelisting for Indian CRM customers
Dear Customers, We hope you're well! If you are a CRM customer in India and have the Notification SMS feature enabled, this post is relevant to you. Notification SMS lets you send messages to your customers as an acknowledging response to transactions.How to create 1:1 relationships between modules?
This is what we need: Module A has a lookup field called "B", where one record of module B can be connected. Module B has a lookup field called "A", where one record of module A can be connected. Note: the fields should be in sync. If we connect a recordDeal Stage / Cycle
Hi, I'm a newbie to Zoho CRM and currently testing out the free version. I'm quite confused with the deal stage. In my window, I can see the following in the order: 1) Qualification 2) Need Analysis 3) Value Proposition 4) ID Decision maker 5) ProposalHow to assign invalid user to a record
I have set an workflow , which will take owner from other module and assign it to a new record. However, if user has been deactivated, deluge can get user info as normal , while It will pop up error when it is assigned to the new record's field.whichI HATE HATE HATE THE NEW LOOK AND FEEL
TOO MUCH INFO TOO BUSY NOT PLEASING TO THE EYE DO NOT FORCE ME TO CHANGE OR YOU MAY BE FORCING ME TO LEAVE!Not able to attach attachments in into email workflow trigger
I have set up a workflow rule to trigger an email but it does not allow me to include attachments that are in the module/file. I have noticed that this request has been made by multiple customers in the last 3 years. I know that SALESFORCE has this feautureNext Page
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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
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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, 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
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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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