Custom Field drop down lists
Is there a way to create a custom field with a drop down list that can be added to by the user? In other words, I don't want just a static drop down list, but one that can be added to as the need arises. ThanksBatch Processing of Records in Zoho CRM Using Deluge
Hello everyone, I recently faced a challenge with bulk record creation in Zoho CRM, particularly when dealing with large numbers of records. Processing a significant volume of data all at once can lead to performance issues or even errors. To overcomeOAuth Scope for fetching data from Custom Related List
Hi. I'm trying to fetch record related data from custom related list (a function) using Zoho API as described here https://www.zoho.com/crm/developer/docs/api/v7/get-related-records.html My request: GET /crm/v6/Campaigns/my_campaign_id/Members MembersKaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API
Hello all! Welcome back to another post in our Kaizen series. This post details how to back up and track history of actions, such as those performed on a module (example: Leads), track actions performed by specific CRM users, and filter entries withinZoho CRM's V7 APIs are here!
Hello Everyone! We hope you are having a fantastic time and are ready for some exciting news! We are thrilled to announce the release of Zoho CRM’s V7 APIs, packed with powerful new features designed to elevate your CRM experience. Here’s what’s new inPossible to delete the "Big Deal Alert" in Zoho CRM?
Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.How to add a custom field to specific section via restfull API
Hello there, I wonder if there is a way to add a custom field to specific section, e.g. Add to calls module's Outcome Of Outgoing Call section, is there a property like "section_id" or others? ThanksWhat is to be done when a lead goes cold?
If a lead does not convert into a deal for a long time, and there is no chance of that as well, what should ideally be done? There is no option that I know of to close or dump a lead. Only option is to convert to a deal and/ or account. If we delete theDifferent languages for clients using the CRM client portal
Hi all, I have a question about the CRM portal. Half my contacts speak English and the other half prefer Dutch. I have this preference logged in their account and I would like to present them a portal view depending on their language preference or atHow to programmatically set a reminder schedule for a Task on the date specified in "Due_Date" field?
I want to programmatically set up the reminder schedule for a Task that sends out an email reminder on the date specified in the "Due_Date" field. I've looked at the Zoho CRM Insert Record API and it looks like the TRIGGER key for "Remind_At" field requiresHow to use Leads module for target companies when no contact is known
One of our priorities for our CRM is to use it as a prospecting list for the companies we want to sell to. We know what the big buyers of our product are out there, and who would be dream accounts. At this stage of the process, we have no contact in theseRemove all of the junk data that comes with the trial
How would I go about removing all of the junk data that comes with the trial of zoho crm?Address Grabber function for Zoho
I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone knowCustomizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show theNew Search UI
Just seen that the search UI has been updated.... I think downgraded is a better description though. Our customer information is in a custom module. If we search for a name, the custom module no longer shows at the top so you have to scroll... or do anotherHow to add a custom button the opens up "schedule a call" (deluge?)
I thought creating a custom button to auto open schedule a call would be easy, but not so. Can anyone help? Is there a function? TIACan we add Merge Field Fallback values?
I can't seem to find documentation on how to create a fallback value for merge fields. For example, if a particular lead does not have a Company Name, I would like the value ${Leads.Company,} to have something like ${Leads.Company, fallback="your company"}Outlook email integration in CRM - not all emails are shown
Hi! We have configured Office 365 in Setup | Channels | Email | IMAP Integration. The Emails from the inbox are sync and also matched to the correstponding leads and contacts. What we do not see are emails, which are structured in folders, as many ofTrack Email conversations by record in CRM
My organization is using CRM as a means of tracking litigation. It is imperative that we are able to keep track of email history between our lawsuits (Deals module) and any outside communication with counsel outside of our organization. We use a MicrosoftWorkflow - Send template and attach document
I have a file upload field on a custom module. I have a template that I send via a workflow. Is there a way that I can attach the uploaded file to the template before sending it? Moderation Update: A similar case is being discussed in another forum post.Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to updateIntegrating Phone System
Hi all, Our company has various Franchises around the UK. We are looking for a phone system where people can call and say for instance the first three characters of their postcode and be directed to the right Franchises, but one that also integrates withUsing BCC Dropbox - Retrieve Firstname and lastname
Hi, we tested the BCC dropbox function, but currently it is not really helpful. Is there a possibility to configure the BCC dropbox? We would like to - fill in the firstname/lastname fields if the email is defined as "Fname LName <something@somewhere.com>"Adding new Classification and Inquiry /Complaint type and New Agents
Hello Team, I want add new Business Classification, Inquiry/Complaint and New Agents for the new Business in our CompanyBug: Can't Customize CRM Modules
Has anyone else experienced the inability to modify CRM modules and fields. It just pinwheels. Zoho is working on it, but it is now day 2 and I still don't have access.How can we add products using a wizard?
Hi Team, I'm Darshan Hiranandani, planning to create a wizard for adding products, but we’ve encountered an issue: it seems we can't use the products module when designing the wizard. Could anyone provide insights or suggestions on why this might be theAdd sorting and filter for table "Associated users" in CRM | Setup | Security | Roles and Sharing
Hi, for a better overview in this security relevant area a filter for user status | confirmation status and sorting option by name | email adress is needed. kind regards Biocrates CRM TeamImprovements require in canvas layout
I think there is lot of scope of improvement required in canvas layout in terms of layout adjustment because in most of the cases i have issues in adjusting the layout design for small and high screen sizes. Take a look at the below example Look at theMicrosoft Outlook add-in for Zoho CRM
Is there a reason why attachments cannot be directly added to a lead/contact? I can add a note even a whole email, but no attachments. This would be a useful feature. And we would also need to get access to custom modules directly from within outlooMessage Id of emails from IMAP is not the same as Gmail's message id
Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me whyCanvas View for multple module
I have created a canvas view for the account module and lead module has account lookup. In the canvas view, I'm able to show general fields of associated leads, but can we get leads(associated/related items) and account fields visible on one page?Tracking "Last Contacted Date" (emails, activities, etc.)
Hi all, We want to track the last contacted date for Lead records, including emails, activities, etc. The goal is to create: a report of leads that haven't been updated, a field within the record that clearly indicates the last contacted date, and. an automation that reassigns the Lead when it hasn't been touched in 30+ days. We thought we could use ${Leads.Last Activity Time} but it seems that for some insane reason email isn't considered an activity. (Frankly, I don't think email is going toProgrammatically Show/Hide Fields in Deals of Zoho CRM
Do you know how to display and hide Checkbox fields dynamically in the Standard Layout of the Deals module? I’d also like to dynamically change the display-label of the checkbox fields too. For Example: if I have a Multi Select Lookup field of ContactsUpdate parent module based on child modules
Hey, I'm sure there should be a way to do this, but I am struggling to find a solution. We have a parent module called Sites, and a child module called Plots. We are looking for a solution that would achieve the following: When all Plots belonging toBlueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.Reordering Views
Will you be allowing the reordering of Views any time soon? At the moment, we're having to put numbers and letters to achieve this.Function Problem
I have a problem. I am creating a Workflow rule and setting a condition for when I create a Deal. It generates a personalized ID based on the fields I fill in when creating an opportunity. Can you help me create a function to get the names of those fieldsTip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel timeWhat happen when Writer Limit is Reached
I have created a button function to merge documents, attach files, and send emails. When the writer reaches the daily merge limit of 1000, does this function stop with an error, or can it still send the email but without attachments?Programatically schedule and trigger a field value update?
I would like to do the following and I'm not sure how to implement this. A user will enter phase information and the start date when this new phase will take place in a custom module record. When the start date is reached, I want the software to updateNext 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,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 AccessRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing '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, 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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