Customizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referralsStarting a Cadence on "Closing Date"
Hello Trying to figure out how to have a Cadence begin sending a series of emails starting on the "Closing Date" of a Deal. I see how you can send it based on enrollment but are there any options for Closing Date? Thanks!Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then addopenUrl in blueprints
My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logicallySubform Report
I created a subform under the deal module. This subform consists of attaching images and numbers text. Question: How do i create a report where in I can export and see the images uploaded. If this is not possible, is there a way I can create a reportCountry Drop Down
I see a few questions about this but no satisfactory answers. It is very important that for a global marketing campaign, the country field is from a pick list and not simply a text file. Otherwise USA, US and United States all become separate countries because no one writes the names in the same way. I'm creating a web to lead form to be embedded in a joomla website. How can I get country to be a drop down list? WarrenUTM tracking and multi-lingual Support for Zoho Forms integration with CRM
Hello everyone, We’re thrilled to announce new enhancements to the integration between Zoho Forms and Zoho CRM, including support for UTM tracking parameters, and using forms in multiple languages. Our existing integration allowed you to seamlessly transferZoho CRM Community Digest - May 2024
This May, we shipped several features and enhancements requested by the Community. Dive in to learn more about them and explore the engaging conversations awaiting you in the Zoho CRM Community. Product Updates: New Capabilities for Custom Buttons: ButtonsCustomizing Filter Options for Client Portal Users
In the Module List screen of the Client Portal, there are many filter options available on the left side. However, I want to reduce the number of fields to avoid confusing external users. How can I set the filter fields to the ones I specify?Get "un"related records function ?
I have a multiselect in Products to relate products to accounts. I use a custom function to relate them automatically based on a field. What I need to know is which products are unrelated to accounts. I can use getRelatedRecords to get the ones that areTracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. ButTrying to calculate days since Stage changed
Hello, trying to calculate days since stage changed so we can display on Listview and Kanban. This is for the Deals module, which we renamed to Jobs. I first made an automation rule that edited a "Current Stage Date" field anytime we changed stage. ThatAutomated import for Zoho CRM?
Is there a way to automate the import of contacts in Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. Zoho Analytics can pull csv files from a FTP source and import into a table. Is there aImporting Text with Line Breaks into Multi-Line Text Field
I'm importing into a module that has a multi-line text field. Using a CSV file, do I need to remove the line breaks within my text before importing? If so, is there some special code or character sequence I can use in the text so that I can preserve thePossible to create a "Meeting Note" record from a "Meeting" record?
I would like to create a record to hold meeting notes from every scheduled meeting. I would like this record to import the details of the meeting, e.g. date, time, participants etc., that exist in the Meeting module, in addition to providing other fieldsRelated List on Member Accounts Roll Up to the Parent Account
I have a related list that shows on the account (Machines Installed at Location, for Example "Zoho - Austin, TX" and "Zoho - Plesanton, CA") ... but I would also like the related list to roll up to the parent account as well (for example, "Zoho - Parent")PDF.co API for Word to PDF Conversion and Parsing
Hello, I am posting this topic here because the developer community has been so helpful in the past. We have been attempting to work with PDF.co to get an answer on some issues we're having, but there must be a time zone delay, and there's just been aKaizen #143 - Assigning values to different field types using Zoho CRM SDKs - Part I
Welcome to another week of our Kaizen series! Today, we will discuss a critical aspect of working with Zoho CRM SDKs across various programming languages: assigning values to fields of different data types. Zoho CRM offers a comprehensive suite of SDKsAnnual Revenue
I want to show the auto populate a field in the account module with the sum of all closed sales orders associated with that account in essence this would be my Annual Rev for the account. Is this possible?Validation Rules - Can't Proceed
I have the attached Validation Rule set up so that when a certain Stage is met, the message appears. However, it won't progress to the next stage. Obviously something has to be triggered to move. I want to set up warning message that can be acknowledgedError with Microsoft Outlook add-in for Zoho CRM
We have been using this plug-in in Outlook for 2 years. It has stopped functioning for COMPANY searches. Even though the company exists in CRM it is not showing up in the search. Example below doesn't show up when you type the Company name of "HaltonUsing field values in filters
Hello, This is both a suggestion and a question. What we're trying to do is create a custom filter for CRM Tasks that only shows tasks where the creator IS NOT the owner. The reason is for staff meeting reviews, these tasks are assigned from one teamDefault Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,View Blueprint Transition Permission
We've tried implementing blueprints and while it's been great at enforcing the business process, our users are having some severe practical issues with how it's been implemented. We have quite a few different teams that need to work together, and thereWebsite form want submit data show in zoho crm using api
I have a website in php i want some one fill out the form it show in zoho crmKanban view howto
Hello, I do not see the kanban view button. Does is still exist ?Deleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you TashaCanadian Data Center
Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank You -------------------------------------------Moderated on 3rd Nov'23--------------------------------------------------------IF Statement formula in subform not working
Why am I getting the error below?Rodger's Helpful Deluge Scripts #3 - Automatically attach files to CRM records when a file is added to Workdrive
Hi Everyone, I'm hoping this one will be really helpful for a lot of people. One thing that's missing from Zoho is a tighter integration between Workdrive and CRM. Whilst an update is in the works as far as I'm aware, file management can still be a needlesslyUsers are Unable to see Campaign Creation options in CRM
I have users with full permissions to campaigns in CRM and User permissions in the Campaigns app itself. However, they are unable to see the option to create a campaign in Zoho Campaigns while in CRM. Below is a screenshot of the options I see as an adminI can't get if notification exists
Greetings. Thanks in advanced for your help. I am trying to make a request to the CRM API to find out if a notification exists by passing a channel ID as a parameter. All requests end with Bad Request. Here is my request https://www.zohoapis.com/crm/3/actions/watch?channel_id=10000000810244Sending Mass Email as a Reply to Last Email
Hi! Is there any way to "mass-send email as reply to last email"? I want to send a mass email which will appear as a properly threaded conversation to the recipient. Scenario: Send mass email "A" After some days, send mass email "B" Recipient sees contentClient Portal Public views
I want to set the default custom view [Open Project] when entering the Custom Module in the Client Portal. However, the custom view I created is not available in the Public Views menu. Pic 1. The Public views of Client Portal Pic 2. The setting of customYeastar Integration
Hi We have intergrated Yeastar thrpough the backend, but when we try and dial out of ZOHO it just says connecting ( Screenshot attached) The Yeastar softphone on the same PC dials out fine. There is something missing in the inegration, I am really hopingHow to stop Leads copying to Contacts
Is there a way to stop Leads details copying to Contacts automatically? I want everyone to access Contacts, but not the Lead information, particularly in Portals.Canvas: Need ability to edit Subform values from within canvas
I'd like to be able to modify subform values from the "deal" details page, without having to "edit" the deal first. I understand that Canvas is new but do you have a date for this feature to be implemented?Can Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!SaveUrlParams question for Office Integrator
I have the following setup for a CreateDocument call. Other than the content, the other parameters seem to be coming in as null. Is there something I am missing. My current code: var documentId = Guid.NewGuid().ToString(); ... SaveUrlParams = new Dictionary<string,Help with Schedule Function that Updates Deals Field
I want to run a schedule function daily that if certain criteria is met, a field in that deal gets updated. I have a date field "Last_Day_of_Coverage". If the date in that field is exactly 90 days from today, I want the scheduled custom function to update another field "Has_User_Renewed_Policy" to "In Progress" on that deal. I have previously worked with Deluge, but it was always from within a record. I don't know how to make a custom function check all the records in a module to evaluate if a specificNext Page
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Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions HelloUI 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.
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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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