Sharing Account related data without showing ALL records
Imagine having an Account associated with Owner A. That Account has a bunch of Sales Orders also owned by Owner A. Now, that Account changes ownership to Owner B, and some new Sales Orders are now also created and they are now owned by Owner B. Well,Quote screen email
Is it possible to send an email from quote screen without an attachment? I would like to send the information from the quote in the body of an email instead of a PDF. Thanks DavidKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedRelated lists duplicates on all tabs when using canvas
I'm trying to add a timeline on a tab using canvas. I put it there and fit it to the right size. But then that related list shows up on all tabs at the exact same place and overlaps everything there... why are my related lists showing in all these tabs?Introducing the locking option for CRM records
Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latestHow to associate email with record?
Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record becauseDynamic filters in Reports for non-date fields
Hello, Checking if dynamic filters for CRM Reports for fields that aren't date related are in the future roadmap, thanks! For example, I made a daily activity log for our Deals and PO's. It's using the Stage history related module and returning anythingAutomatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (withoutEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensiveReport of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. ThanksEmail in Zoho CRM stuck in "Sent" Status
We sent an email today directly from CRM (not IMAP). Usually, when we send our emails, we see a few different Statuses, such as "Delivered," "Opened," "Clicked" or "Bounced." But today we sent an email 8 hours ago and the status just keeps saying "Sent" (yes, I refreshed multiple times). Did the customer receive this email? We need to know. What does a Status of "Sent" mean in this case. Any help would be much appreciated.Portals users cannot see Deals and Custom Modules
We have a construction company. I have set up Portals so trades can see some of the Deals information. I also have a custom modular for Sign-In dates and additional information. I want them to see the Deals and see the dates they need to be onsite. IAutomatic Zip Code Lookup
I am requesting a feature that will auto complete the City, State & Country upon entry of a zipcode. This does not seem like an unreasonable request considering the ease it could be implemented.Creating sub deals for one deal driven by price increase
Hi All, I was wondering, if anybody can share an idea, how can I go around this issue. I have created a deal that represents a contract with our customer, however during the duration of the contract, the price increases. So let's say the contract lengthChaining together record creation and functions
Hello. We want to make CRM as simple, automated and guided as possible, because some users will use CRM for a single project in a year. These users are going to create records only in one scenario: creating a deal in a campaign. So, for these users, creatingZip Code or Post code assignment in Territory manager to distribute leads
Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,Set an e-mail notification that is sent daily
Hello! I would like to send an email notification daily after a Potential has been in "Offer" stage for more than 2 months. How can I do that? Thank you!Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerhow to create a new line in string in Client Script?
I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");Zoho webforms in react external form
I have created a web form and created a custom form in react which matches all the fields including the hidden fields. On form submission, i can see the form adding record to the Leads, but this won't update Form submission related analytics. Form submissionsCount # of files uploaded in upload field
I have an upload field in one of my modules, i have enabled the option add maximum 5 files. Is there a way to know the # of files uploaded in taht particular field in each of the records of the moduleHow to extract the return value from a Client Script function call to a standalone CRM function?
I want to extract the return value (String type) from a Client Script function call to a standalone CRM function. How do I do that? It has been frustrating as I can't find any documentation of this object datatype. Please provide the link to the documentationTagging a Group of People in Zoho CRM
Hello, I would like to tag a group of people within a record in Zoho CRM (for example, in a remark on that record). One way I thought of doing this is by creating a Zoho user linked to a shared mailbox. This way, if I tag this user in CRM, the email willany news about Canvas in RTL languages?
hi, when will the Detail View work in Hebrew and arabic? Moderation Update: A similar topic is being discussed in another forum post and I request you to follow the thread below for further updates. https://help.zoho.com/portal/en/community/topic/enWarranty End Dates
We have a module that tracks purchases and dates of warranties/maintenance (start date and end date), We have workflows triggered to automatically fill the start date based on the product and/or manufacturer. I need a way to autofill the end date basedhow to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom functionField Type Via Client Script
Hi there! Does anyone know of a way to determine a field's type via a client script? I'm looking to create a static script that I can call from a Page Event (onChange) on a Canvas Form Layout to validate a few fields. If I could determine the field type,Email Template - Hyperlink color
Hello, can somebody help me with the following. I want to change the LINK color in an email template. Also the visited link color. But do not know where to find this. Thanks WilcoFunction updates for read only fields
Hello, I wrote a deluge function for the Deals module to take 4 other fields, translate their picklist values into numerical inputs, then multiply them all together to get a rating. It is tied to a workflow automation on record creation or edit. The functionKaizen #153: Interpreting Zoho CRM GraphQL schema
Hello everyone! Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss interpreting Zoho CRM GraphQL schema using schema explorer in Postman. What is GraphQL Schema? A GraphQL schema is a comprehensive definitionCRM 'Connection' to Desk - "Use Credentials of logged in user"
From Desk to CRM, I can create a Connection in Sigma (to CRM) that gives me the option to Use Credentials of logged-in user. In CRM, there is a separate option in setup for 'Connections'. As there is no specific Desk connector, I can create a 'Zoho oAuth'Form to Contact Comments Integration
I need to insert the info of the form in my web page as a comment of the contact, is there any way this is possible? I know there are integrations to transform the form content into a lead, but that's not what I needSpotlight #7 - Automatic Transitions in Blueprint
Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automaticSend meeting availability through email template (CRM)
Is it possible to create an email template that my sales reps can use to send prospects a link to their meeting availability, allowing the prospect to select a time that works for them?I am not part of any CRM service orgs. What does that mean and why is navigating access the Zoho APIs a game of guess the setting.
What does this mean. How is it solved. Using ZohoCRM.modules.leads returns an message to the effect that it is an invalid scope. Is this a guessing competition. This is your documentation.Automatically set quotes to "lost" if deal is set to lost
Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!Creating a title to replace link in email templates
For some reason, when I create anchor text to show in place of an actual link, it doesn't replace the link with the text I am placing as the title when creating an email template in zoho CRM. This happens both when placing a standard web link and whenSend Email from the zoho crm By The API
Send an Email with Zoho CRM API Benefits:- 1. Using this API We can log the Email Record with the respective module. 2. We can track the email status. 3. We can Apply the workflow on this email according to their status like (Open, Click, Sent) DelugeGoogle AdWords Information section in every module but not integrated and can't delete
Hi. Could I please have some assistance? The Google AdWords Information section is in all my modules and I can't delete them even though I haven't integrated that, please see attached screenshots - I'd like to get rid of that section throughout all theNext Page
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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,Cross 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 '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, ImagineCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
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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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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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