Fill subform with Zapier
Hello, I am using a Subform for a deal, so our marketing team can add several products and custom prices to the deal, which works fine: But I want to use Zapier to automatically populate that subform as well, but I can't get it to add the details. UsuallyAccurate out-of-the-box human translation
Hello, I've been using the CRM for about a year, and as a French user, I've had to do a lot of manual translation because the current translations are rarely correct out of the box. I believe that having proper translations done by a real human wouldFeature 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 can select multiple contacts in list view, but somehow you can't mass update them to all be associated with an account? And you can't pick a multi-select box to mass update either? The field names already exist in the contact details. Why can't I clickPreview Layout as a Standard User
Is there a way to see what a module layout will be (what fields will be visible) for a standard user if I am an admin? Basically, I have some fields where I set the permissions of certain fields as hidden, but I want to see what the layout will look likeHow to implement calculating average value of averaged values?
Hi, I'm trying to implement a formula in my layout for a module that calculates the average of 2 averaged values, but I can't do so using the formula custom field. To calculate the 2 averaged values, I could use the formula custom field, but in the customHow to record Inventory template export history
Hi, Is there any method to record the Inventory module PDF Template export history? Because we need to keep the same if we would like to send twice templateUnified View for Folders
I think it would make sense to have a unified view for all modules under a folder. This is a feature that ClickUp has, which is quite helpful. Our use case is as follows We have a workshop department that has different modules that they are using: repairing,Is there a way to filter contacts by which email templates they were sent?
I want to send a mass email to all who received a specific email through a specific workflow. I can see the list of contacts after I created a report looking at emails sent by template. However I can not find a way to create a list or filter by parametersI have a query about zoho crm
i found "Failed to execute function UnParsable date Line Number:29"this type of error due to my date time field data = zoho.crm.getRecordById("ticket_reservations",6319382000000936046); // info data; creator_ID = data.get("id"); ticketName = data.get("Name");Parse words in a string
I need to parse out the individual words in a string using deluge script custom function, but can't figure out how this can be done. For example, I need to get "555", "234" and "5678" from the string "(555) 234-5678". Can you assist? OliverCan you send a Zoho Sign Document through a workflow
Hi, I am looking to automate a process of getting clients signed up asap. I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record. I am looking to find out that when a deal hits a specificOngoing Customer Care and Contact Reminders
Hey, We rent heavy equipment and most of our customers rent repeatedly. I can see how Zoho is really useful for sales funnels that "close" like buying a car but I am struggling to get it to help us. Our sales process is like this: -We make repeated contactUsing Tasks (or something??) in Zoho CRM to track sent samples
Hello, I sell upholstery material to my clients. When I send catalogues to clients, I track this as a Direct Mail Campaign in Zoho CRM. It's an open-ended Campaign that started last month (with the brand new catalogue) and will run until the new catalogueClient Script - How do you obtain the current record ID when in detail view?
I'm trying to gather the Account ID of the Account currently being looked at in Detail View of CRM. I'm using a "button on click" client script execution, and am trying to create a logged call with input, based on button click. eg - User goes to account,Kaizen #129 : Client Script Support for Blueprints
Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprintUsers are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users thatUpdate field when task is completed
Hi, I want a field to be automaticly updated when I mark a specific task as closed. So, I have a task in the module 'Leads' with the topic 'Factureer kosten van {COMPANY_NAME}'. When this tasked is closed, I want that the close date is filled out in theHow I can export emails from zoho crm ?
Hello, I am looking for the workaround for exporting the sent e-mails. We use the Zoho crm free version (with upgrated storage) - and the e-mails are written/sent within/out of the crm feature. For our cases we only use 1) companies and 2) contacts -How to Bulk-Update Sales Orders in CRM
Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields toIntroducing Rollup summary in Zoho CRM
------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update thatClient Portal Layout setting
I have set up a custom layout called [Customer View] and specified this layout in the Portal settings. When I preview it, everything looks fine, but when I log in with a Portal User account, the layout displays as Standard instead of the specified CustomerCRM, How to customize JSON sent back from REST API webhook
Hi, In CRM, I've created a function with a API REST access. For debug and log purposes, I have a lot of info statements. That way I can trace any problem that might occur. However the external service calling this webhook, requires that the function returnsAutomatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourUsing Multi-Select Lookup to Search Leads and Contacts in Custom Module
Hello Zoho Community, I have a custom module in Zoho CRM called “Projects E.One” and I need help with a specific requirement: I want to add a field in this module that allows me to look up and select multiple Leads and/or Contacts that are already registeredNew addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impressionBuild your own interactive product recommendation system in CRM with Guided Selling.
Update: CPQ was a public early access feature from March 2023 — January 2024. Since February 2024, this is a public feature. Zoho CRM's in-built CPQ engine now facilitates Guided Selling, a setup in which the CRM system makes tailored and interactiveDynamic image in lead record field
Hi, I have a image upload field named 'Testimonial image'. Based on the value in another field named 'SBI code', I want to automatically upload a specific image in the image field. How can I do this?Can I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me. I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them. Thank you in advance to anyone who knows theCopy one field to another in the deals module
Hello - I am trying to do something that is really simple, but I am completely stuck on how to do it. Since Zoho CRM does not allow you to create a formula field that gets a value from another formula field, I have created a dummy field to hold the valueCan I insert a note or attachment to a mass email?
Hello, I would like to be able to create a mass email based on criteria (we already do this), and then attach documents or notes from the Account into each email. But each attachment or Note will need to be specific to that Account...not the same documentCannot See My Email Templates
I've created a few email templates, some against Leads, some against Contacts. But when I save them, they are not listed in the Email Templates list in Setup. The default Big Deal one is there, so is the first Leads one I created yesterday, but none since. But, when I go to email a contact (from the Contact record or through Mass Email, I get my templates available in the list of templates to choose from. Problem is, I need to edit the template, not the individual email, and I can't get to it!Tasks as calendar events? What about a way to verify a meeting actually happened?
I'm not sure how to best ask this, but i'm looking to add some guard-rails into zoho for the end-user. However for guardrails to be effective they can't really add extra steps for the end-user. i.e. every step that's added for the user, is another placeTemplates for multiple modules
I am setting up my CRM, and I am stunned to learn that you can't access templates across multiple modules. For instance, if you want to work out of the CRM, and you want to email one template to a Contact, another to a Lead, and another to an Account,Preview Emails with Merge Fields before sending
Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only showThe "Reason for loss" field in the Deals module is now a picklist field
Dear All, We hope you're well! We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field. Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form andHow do I populate a field on Account with data from a field on Deal?
We have some fields on Deals that we would like to transfer and populate fields on the Account once a deal is won. We have a workflow that changes some list-type fields when Deal Stage IS Closed Won. We would like to populate Account fields at the sameHow do I change default sort of Open Tasks
How do I change default sort of Open Tasks listed on the Home page. For some reason my system is showing tasks way out in the future, I want to have it default to closest date so I don't have to keep clicking the date sort order button. Any help appreciatedZoho Embedded App JS SDK - use ZOHO.CRM.CONNECTION.invoke() to upload file to WorkDrive
I have been attempting to use the Zoho Embedded App JS SDK to create a widget, and using a CRM connection (ZOHO.CRM.CONNECTION) to communicate with WorkDrive. The client that the application is being developed for requires the widget to be able to uploadReminder to follow-up with someone
It seems that one of the most basic uses for a CRM is to schedule reminders to follow-up with someone after a set period of time. So if I want to send an email to someone a week after we met, what is the best way to do this? I can create a task under the contact saying to email the person, and then ask for a reminder to be sent to my email. But the email reminder doesn't contain any of the contact details for the individual, so I still have to go login to Zoho to see that basic info. Is thereHiding / removing Currency field from Layout
Hello, I'm working on the LEAD standard layout of Zoho CRM. I like to have it as minimal as possible for our team. I could remove most of the field, but Currency is not possible. As lead, I don't quite understansd the necessity to have Currency as mandatory.Next 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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