Excluding specific email address when sharing email across organization
Hi There. Please could you let us know if there is a way of sharing email across organization but excluding one specific email address (e.g. your private gmail). Our approach: We thought about excluding gmail domain in general, but this useless as all
Zoho CRM Copilot Connector
Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we
Zoho Form not synching with Zoho CRM in CRM email template
I have in the past successfully created an email template that has access to a Zoho Form in the url link to Forms in the email template. I am in the Contact Module of the CRM and I have created a Form for contacts and mapped the two. I am using the upsert
Schedule Timeout 5 minutes vs. stated 15 minutes
I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm
Automate the file import step
Hello everyone, I have a Sales - 'Account' category, and currently import the file to update it as follows: Import Accounts - From File - Update existing Accounts only - select and match the field the CRM. Since we have been using Microsoft 365 SharePoint.
Deluge Error: "Data type of argument of function 'get' did not match required type [BIGINT]" when working with Lookup fields
Hi everyone, I’m facing an issue in Zoho CRM Deluge while working with lookup fields. Setup: Module: Monthly Bills Field: Customer (Lookup → Accounts) Module: Laundry Orders Field: Laundry_Account_Name (Lookup → Accounts) Field: Expected_Revenue (Currency)
Opt-out from mailing list means can't email at all??
It seems that if a contact unsubscribes from a mailing list the only way to email them is to uncheck the email opt-out box first, then re-check after the email has been sent. I've been through a chat with support and they confirmed this. This seems bizarre.
How do you create an event/meeting in a different time zone?
Does anyone know how do you create an event/meeting in a different time zone?
Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
Editing recurring tasks
Hi there, I use recurring annual tasks quite often but sometimes I have a contact leave an organization so I want to re-assign that annual task to a new contact. When I go into the task to change the contact it only does so for the current year. Future
date & datetime client script getInput types
Please add date & datetime as available types for the getInput client script function. https://www.zohocrm.dev/explore/client-script/clientapi/Client#getInput
Unable to Access /crm/v7/taxes – OAuth Scope Mismatch in Zoho CRM API
I am currently integrating Zoho CRM (v7 API) with our system and I need clarification regarding the Taxes API and OAuth scopes. Context: We are creating Quotes via the API (/crm/v7/Quotes) Each quote contains line items with taxes (e.g., TVA 19%, 10%,
CRM Notes
Hello, We want to add a Note to the Contact record when a Note is added to a Case or Deal. I wasn't able to do this using a workflow, so I tried using Zoho Flow, but that didn't work either. Does anyone have a suggestion on how we can accomplish thi
Kaizen #238: Fetching Employee Data from Microsoft SQL Server into Zoho CRM Using Queries
Hello everyone! Welcome back to the Kaizen series! Many organizations manage workforce data such as employee designations, contact details, salary bands, and joining dates in an HRMS backed by Microsoft SQL Server, while their sales teams work in Zoho
Zoho Books recurring invoicing link to a Zoho CRM Deal?
With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoice
Feature Request: Mass update selected Contacts to Accounts
I can't believe this isn't an ability already. It's a quick fix that would save hours of manual entry time. This looks like it had been requested 3-4 years ago with no answers from staff! Please add all contact fields into the "mass update" menu. You
Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
Campaign Status Field in CRM
I'm wanting to create a custom view in CRM that shows all those who have recently hard bounced in past campaigns so we can clean up the database. An old Zoho article said it was possible, but I don't see the option to push campaign status field to CRM,
i want to delete organization or tranfer ownership
I accidentally created a Zoho organisation and now I cannot accept an invite from another organisation. I am the Super Admin and cannot leave. Please either delete my organisation or transfer ownership so I can leave.
Allow rejected records (Approval process) to re-enter Blueprints
Cannot seem to get my head around the key differences between the Blueprints and the Approval Process. For me it seems like different flavours of more or less the same thing - especially now that we have the option of Record Locking. Have a quote to sales
Every time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
Stage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
Zoho Home Tasks View - any way to add conditional formatting?
Hello! Is there any way to add conditional formatting to the tasks window under Home Page? Id like tasks to be shown in green/yellow and red depending on its task date. I know Classic View shows colorfull icons: But its not possible to add any custom
New Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if
Missing Fields in Lead Conversion Mapping
I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the
Mass email from Report output
Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom
Understanding tasks
So we have a module linked to contacts called Equipment and that in turn has a related module called service calls. Often on a service call we want add a task but we are not able. I think it needs a link to the contact. WE therefore tried to add tasks
Related Lists in Email Templates
Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights
Blueprint 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.
Lead Entry Strategy
Hi there. Was wondering if anybody could share their strategy around lead entry into Zoho CRM. One of the challenges with Zoho CRM is a lead requires a last name. We want to capture companies that operate within our addressable market, and we often don't
Permission Denied - Reports Module - Super Admin
"Permission Denied Sorry, you cannot view this report because you do not have permission to access one or more of its modules. To view the report, please provide permission to access those modules in the Profiles and Organize Tabs settings." Fresh new
Removing Custom Modules
Hello Everyone, I'm trying to remove custom modules from my Zoho CRM. I've ran into the issue, where I'm unable to delete the Modules because there are lookup fields in the fields associated with other modules. When I attempt to delete the modules, they are grayed out and I'm unable to remove them. Can I please get help on removing the modules or resetting the entire Zoho CRM to its Out of Box settings with out having to delete my account? Thanks SC
Query on Tracking Visitor Activity with Zoho Forms & SalesIQ
I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submit
Update to CRM Custom Buttons: Collect Users' Location
Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons
Can I add Conditional 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 / letter
Kaizen #78 : How to disable clone record?
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals
Exporting All Custom Functions in ZohoCRM
Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
Merging Photos from Subforms into Writer
I've got a subform that contains uploadable photos. Im trying to merge them into a template but there is no option to pull them in. Is this possible? We are creating an inspection module where we can take photos and make notes and export to a report.
Api Version 2 Refresh Token invalid_code
While Refresh token i am always getting Error { "error": "invalid_code" } i am trying to pass all parameter as per this https://www.zoho.com/crm/developer/docs/api/refresh.html still non of things working any one have idea whats the reason for same ... please help due to this i stuck since last one week
Is it possible to clone my Lead module layout to Customer and Potential layouts?
I've customized all fields and their order for Leads module and I would like to know if I'm able to clone those fields into another modules, only to avoid repeated work. Awaiting.
Next Page