Please allow us to hide the Google Adwords section on Contacts and Leads
Hi there, We recently integrated Zoho CRM with Google Ads using the built-in extension. This adds about 10-15 fields to the contact and leads module. Our users do not need to see these fields. It just clutters the screen up. Please allow us to hide thisNo Support for DIGEST or CRAM MD5 SMTP Authentication Methods
I have discovered in CRM when configuring the IMAP email integration, Zoho only supports the PLAIN or LOGIN smtp authentication methods when communicating with any email server. We know this because during communication the zoho server asks for capabilitiesFAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,Now filter your records by multi-select pick list values from a dropdown with additional operators
Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible forOur Few Leads Are not uploading from our Facebook ad account to CRM
Our Few Leads Are not uploading from our Facebook ad account to CRM Could you please help us out with it?Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forEmpower your workflows with Actions by Zoho Flow–now available for Standard and Professional editions
Enhance automation and collaboration across your favorite apps directly within Zoho CRM Dear users, We're thrilled to announce the expansion of Actions by Zoho Flow, previously available only to our Enterprise and Ultimate editions, to our Standard andCustom multi-lookup field not available as an option in the Business Card view
Hello! A custom field "Subsidiaries" is not showing up as an option to add to the business card layout. We have only four of the five fields selected, and other custom fields are available. "Subsidiaries" is a multi-lookup field and the only one we have.[URGENT] Response of getRelatedRecords API is In-Consistent
Hi Team, I often face issue with the code due to the inconsistence in the response in "getRelatedRecords" API. Refer to the below image's highlighted text. "Created Time" not in a sequence. This happens often. Sometimes it shows results as "latest toAdd blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appearWhen entering the company's domain in the "search" field, the Lead with that domain is not found, even though it actually exists.
Good day! We, as Zoho CRM users, have encountered an issue with the system's functionality: During operation, all users have detected a problem with the search for the Lead entity when entering the company's domain in the search field. In other words,Changing an email subject in active cadence
Hi, I have started a candence that sends email template. As it is active, I notice that email subject should be changed. Situation is that some emails are already sent, with "wrong" subject. And for other email sending is scheduled and not yet executed.Users are able to view other users' Meeting records despite access being set on 'Private' with no Data Sharing Rule
Hey there, we installed the Microsoft Office 365 - Meetings App few weeks ago and it seems to be working pretty well. However, what I noticed is users can view other users' Meeting records originating from Outlook events in CRM, despite the fact that{"error":"invalid_client"} - postman error
When I run a POST request on postman using the form-data option to pass the body parameters, I am able to successfully retrieve the auth token. But when I use the raw option and enter the body parameters as a JSON object, I receive the following error: {"error":"invalid_client"} Please help! ThanksHaving multiple blueprint/workflow inside a blueprint
I am currently designing a Blueprint in Case Module inside Zoho CRM. Each case has documents(multiple number and varied from case to case) and these documents will have their own blueprint (they go through stages like document translation, document verification,Add a new user
I need to add a new user. I only have 13 active users currently. Each time I try to add the red box appears telling me that I can only have 14 users. I know this, I only have 13, I should be able to add an additionalCustom fields not transferred from Sales Order subform to Invoice Subform
Hi Team, I have created a custom field in both Sales order and Invoice Subform. On create of Invoice from Sales order module using the related list, the data in the custom field is not getting transferred into the invoice subform where as all the othercreating a history record with a custom field
is it possible to create a history of changes to a particular custom field?Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that recordKaizen #146 - Assigning values to different field types using Zoho CRM SDKs - Part IV
Welcome to another Kaizen week! In our ongoing effort to enhance your Zoho CRM integration skills, we have been exploring various field types and demonstrating how to manage them using our different SDKs. So far, we have covered the Java, PHP, and PythonAdd "Lead Image" in Bulk?
Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to theHow to send email with invoice PDF attachement in Zoho CRM Deluge?
// I am creating the invoice here response = zoho.crm.createRecord("Invoices",values); // trying to get the PDF version fileUrl = "https://www.zohoapis.eu/crm/v3/invoices/" + response.get("id") + "/pdf"; invoiceFile = invokeUrl(fileUrl,"GET").toFile("Test.html");Change eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, JuergFormulas don't auto update?
Hi, I am currently trying to set up a days in stock field for my products so that i know when to reduce my prices. I have managed to create the formula and is tracking the no. of days i have the product in stock from when the record is created, the problem is i have to manually edit each record before the rule will run and update days in stock. Is there a way to automate this?Zoho Form field to show filtered list of Zoho CRM Accounts?
I would like a form field to show a filtered list of Accounts in Zoho CRM for the user to select from, similar to the lookup filter functionality in the CRM (see screenshot). Is it possible to do this in Zoho Forms? If so, how? I have not been able tohow to pass text from note to deal record using function?
Hi, I need to pass text from note to deal record using function? may I know how to do that ? I need to make if a new note is added then update 'note' field in deal recordKeep track of mass mail responses using "stages"
Hello, sometimes we have the need to contact our suppliers or customers in order to update them about new procedures. Sample case: we activated a new warehouse, so we need to be sure all suppliers are aware of the new address + we want to ask them toViewing Records with Attachments
Hello. Is there a way to search and view a list of all records that have attachments?Image in column product view - is this possible?
In the product I have added an image but I want it to show here (green arrow), so I don't have to open the product to see the imageDecimal Product Quantity not allowed in Invoices
I noticed other people with the same problem where the invoice lines only allow whole number quantities. However, our products are often sold as fractions of their stocking units, whether hours, cases etc. I need to be able to bill for 10.5 hours but have to round down to 10 hours as my client CANNOT be expected to understand why I bill for 11 hours and give them a discount.. Will this be addressed any time soon?Current Stage Duration
Hi, 1) I need a report that shows how long deals have been sitting in their current stage. So if a deal was moved into the current stage 5 days ago, I want it to show stage duration of 5 days. The stage duration is currently blank for current stagesFormula Expression Syntax Error
I cannot find the syntax error for the life of me If(IsEmpty(${Children.Disenrollment Date}),((Year(Today()) - Year(${Children.Enrollment Date})) * 12 + (Month(Today()) - Month(${Children.Enrollment Date})) + If((Month(Today()) * 100 + Day(Today())) >=Get instant summaries of your notes with the help of Zia
Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glanceNeed to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to applySync multiple Gmail accounts with Zoho CRM
I am using Zoho One. I have a personal Gmail account and a Google Workplace (GSuite) account. I am syncing my Google Workplace contacts with my Zoho CRM via the native Zoho Google CRM Integration. I would like link both of my Gmail/Workspace accountsArguments passed to Zoho CRM functions
Hello! I have a question about CRM functions. Is there a limit to the number of characters that can be passed as an argument? There are certain cases where a function will not execute in certain cases with a large number of characters. It does not showRollup summaries in Deals for Custom Modules and PO's Module
Hello, I made a custom timecards module and related it to the Deals module. I'd like to create rollup summaries for hours.. is it possible to make new rollup summary fields that are developed from formulas derived by fields in custom modules? If not,Create custom date field
I am trying to create a custom field where it should see if the start date exists or not and then based on that add 98 days to the start date and store the value on the custom field. How do I achieve this ? I am very new to ZOHO.Process checklist in CRM
Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don'tDrag and Drop files as attachments
Is the ability to Drag and Drop files to attachments in the future for Zoho CRM? This would be a great feature.Next Page
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Announcements
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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