Set an e-mail notification that is sent daily
Hello! I would like to send an email notification daily after a Potential has been in "Offer" stage for more than 2 months. How can I do that? Thank you!Zoho webforms in react external form
I have created a web form and created a custom form in react which matches all the fields including the hidden fields. On form submission, i can see the form adding record to the Leads, but this won't update Form submission related analytics. Form submissionsCount # of files uploaded in upload field
I have an upload field in one of my modules, i have enabled the option add maximum 5 files. Is there a way to know the # of files uploaded in taht particular field in each of the records of the moduleHow to extract the return value from a Client Script function call to a standalone CRM function?
I want to extract the return value (String type) from a Client Script function call to a standalone CRM function. How do I do that? It has been frustrating as I can't find any documentation of this object datatype. Please provide the link to the documentationTagging a Group of People in Zoho CRM
Hello, I would like to tag a group of people within a record in Zoho CRM (for example, in a remark on that record). One way I thought of doing this is by creating a Zoho user linked to a shared mailbox. This way, if I tag this user in CRM, the email willany news about Canvas in RTL languages?
hi, when will the Detail View work in Hebrew and arabic? Moderation Update: A similar topic is being discussed in another forum post and I request you to follow the thread below for further updates. https://help.zoho.com/portal/en/community/topic/enWarranty End Dates
We have a module that tracks purchases and dates of warranties/maintenance (start date and end date), We have workflows triggered to automatically fill the start date based on the product and/or manufacturer. I need a way to autofill the end date basedNew Zoho CRM mobile updates: date sync, Zia analytics support, and subform permissions
Hello Everyone! Hope you're doing great! We’re excited to share some new updates to the Zoho CRM Mobile app that are designed to make your experience even smoother and more efficient. We've included a summary of these updates so that you can take a closerhow to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom functionField Type Via Client Script
Hi there! Does anyone know of a way to determine a field's type via a client script? I'm looking to create a static script that I can call from a Page Event (onChange) on a Canvas Form Layout to validate a few fields. If I could determine the field type,Email Template - Hyperlink color
Hello, can somebody help me with the following. I want to change the LINK color in an email template. Also the visited link color. But do not know where to find this. Thanks WilcoFunction updates for read only fields
Hello, I wrote a deluge function for the Deals module to take 4 other fields, translate their picklist values into numerical inputs, then multiply them all together to get a rating. It is tied to a workflow automation on record creation or edit. The functionKaizen #153: Interpreting Zoho CRM GraphQL schema
Hello everyone! Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss interpreting Zoho CRM GraphQL schema using schema explorer in Postman. What is GraphQL Schema? A GraphQL schema is a comprehensive definitionForm to Contact Comments Integration
I need to insert the info of the form in my web page as a comment of the contact, is there any way this is possible? I know there are integrations to transform the form content into a lead, but that's not what I needSpotlight #7 - Automatic Transitions in Blueprint
Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automaticSend meeting availability through email template (CRM)
Is it possible to create an email template that my sales reps can use to send prospects a link to their meeting availability, allowing the prospect to select a time that works for them?I am not part of any CRM service orgs. What does that mean and why is navigating access the Zoho APIs a game of guess the setting.
What does this mean. How is it solved. Using ZohoCRM.modules.leads returns an message to the effect that it is an invalid scope. Is this a guessing competition. This is your documentation.Creating a title to replace link in email templates
For some reason, when I create anchor text to show in place of an actual link, it doesn't replace the link with the text I am placing as the title when creating an email template in zoho CRM. This happens both when placing a standard web link and whenSend Email from the zoho crm By The API
Send an Email with Zoho CRM API Benefits:- 1. Using this API We can log the Email Record with the respective module. 2. We can track the email status. 3. We can Apply the workflow on this email according to their status like (Open, Click, Sent) DelugeGoogle AdWords Information section in every module but not integrated and can't delete
Hi. Could I please have some assistance? The Google AdWords Information section is in all my modules and I can't delete them even though I haven't integrated that, please see attached screenshots - I'd like to get rid of that section throughout all theIs it possible to create an alternative account name field which is clickable on the custom view?
We have created a custom field on the "Accounts" layout called "Short Name" to record the short names of the companies so that the "Account Name" field can be hidden and not take much space on the view page. Our first surprise was that the "Account Name"Parameterizing/filtering pivot tables
Hi all, I have multiple pivot table reports that have the right metrics I need (using Zoho Creator). However, I need to filter the data based on the user that's logged in. I have a lookup form that can identify what locations (for example) each user canFailed to save the function Variable 'Customer_Name' is not defined
Can anyone help with this. This is my first go at coding. Here's my Code. // Trigger this script when the customer number is entered // Get the customer number entered by the user customer_number = input.Customer_Number.toLong(); // Convert the customerZoho CRM's Workflow brings minor enhancements
Hello everyone, We're excited to share a few updates and enhancements to Zoho CRM's workflows: Reschedule previously scheduled actions Date formula fields New record limits Only trigger workflows for tasks created via workflows once Let's dive into eachHow to switch to Python in Zoho Functions?
I can't find any buttons to switch to Python in Zoho Functions. I would like to use a script I already have, not Deluge. The documentation says I can, but the UI disagrees.Workflow based on formula field
HI, I am trying to create a workflow based on a DateTime Formula Field. Is this currently not possible? EricAuto look up/link to Google Maps for "location" in Events
When I book an event there is a field called "location". On the mobile app this field is linked to Google Maps and I can click on it to see the location on a map. Is it possible to include an auto look up or auto fill feature so that when I am schedulingZoho CRM mass email?
Good day everyone, I am looking to do mass email in the CRM but can’t find how to achieve the following need. We have 2 custom modules; the first one is Properties, and the second one is called buyers (they are not the same as the contacts but are similar).Converting Lead through Blueprint - Choose Pipeline
I am trying to use a Blueprint to convert a lead, but I am not getting the option to choose the correct layout when creating a deal. The Blueprint seems to be defaulting to the standard layout and not the custom layout that I have created. This is preventingemail templates seen across all modules
I don't like that email templates can't be shown between modules. It is a hassle having to go in and copy to another module. If I create a template, it should be available in all modules when I click on Send email, use template.To Send a Mail Merge from Deal OWNER instead User
Hi everyone, We're trying to send a mail merge from a deal to customer but the only option that we have in "From" field is the USER but instead of the OWNER of the deal.. Please is there someone can help us? Thanks!! 👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼Thunderbird Integration
Is it possible to set up thunderbird integration so communications from and to people who are already in zoho crm can be recorded against their contact card? Plus you could easily 'creat lead from this contact' in thunderbird? Adam ColthorpeZoho CRM Community Digest - July 2024
This month, Zoho CRM introduced new features to streamline your workflow and boost productivity, among other improvements. Additionally, explore how other Zoho users addressed their challenges and shared valuable solutions in our community forum highlights.Is it possible to log text messages from iphone into Zoho CRM
My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, canGoogle Merchant Center Feed for Zoho CRM
Announcing Our New Extension: Google Merchant Center Feed for Zoho CRM! Hi All, I’m excited to announce the launch of our new Zoho CRM extension: Google Merchant Center Feed for Zoho CRM! This extension is designed to make it easier than ever for ZohoZoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developersMass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aRecurring Tasks
Hello, I tried to use the repeat task feature to set up a task I need to do on a particular day every week, but that creates a separate task for each Friday from now until 2023, flooding my task list. I prefer to work by clearing my task list every day,Pull Lead Owner Information into Email Template
Can someone explain to me how I can pull the email address and phone number for a lead owner into an email template? I can grab the lead owners name by simply typing #lead owner, but I don't see the lead owner's email address or phone number as an availableTax field in Zoho CRM
Hello, I cannot see where I can modify the settings for the tax in CRM? I would like to configure the system to apply 20% VAT tax by default to every quote - how can I do this? Thank you HayleyNext Page
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Announcements
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew 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 you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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Sticky Posts
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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