I receive the email but they don't...
Here is a workflow in CRM : - when a deal is closed in the compliance pipeline then - send an email to my mates and meHow Come Deals/Potentials records retrieved using deluge integration functions don't contain 'Pipeline' value but API Get Recrods request DOES return Pipeline
Hello, Seems like several places this question can be asked so I'll give it a shot here. When using zoho.crm.getRecordById() deluge function and retrieving a record from the Deals/Potentials module the returned data does not include any info about theError from JustCall API
Hi Everyone I am attempting to use the JustCall API to send messages. I have the following that I am sending to the API: message_Map = Map(); message_Map.put("body","testing message"); message_Map.put("justcall_number","+61483942873"); message_Map.put("contact_number","+61413152929");Is it possible to integrate issabel PBX with Zoho one CRM?
Is it possible to integrate issabel PBX with Zoho one CRM?File upload support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to file upload fields.Dashboard Report for Leads/Deals without Activities
We're trying to create a user-facing dashboard view that indicates counts of Leads and Deals missing activities. The idea is to identify Leads and Deals that have no calls in their activity history. Leads and Deals both have 'Untouched' filter parametersMeetings: "Related to" entity types
Hello! When adding a new meeting you can specify a "related to" property. The dropdown contains "None" "Lead" "Contact" and "Others". When you select "Others" a new field appears that allows you to select Account, Product etc... We rarely link Leads orEmail Tracking and Templates from inside Gmail
Is there a way to track email opens on emails sent directly from gmail? Also, is there a way to make email templates accessible in gmail when composing an email? We used to use Hubspot Sales and it had both of these features. My reps prefer sending emailsCustom token persistence - Python SDK
Hallo, Python-SDK version 6.0 https://github.com/zoho/zohocrm-python-sdk-6.0/blob/master/versions/5.0.0/README.md#custom-persistence How can I get can I get CustomStore token persistence to work? I have used FIleStore before with no issues, but I wouldAll Types of People should share one table. All types of Companies should share one table.
I want all PEOPLE in the same place. It's very inefficient for Leads to be separate from Contacts. They should all be contacts, with "Lead", "Friend", "Info Source", "Media Contact", and other custom person-types in a "Type" field. This is evidenced byZoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activitygetRecords - 200 records at a time limitation - how to handle this - looking for a source code example
Hi all, Just wondering if anyone has put together the 'buffering' logic, or looping logic, needed to deal with the limitation that you can only pull 200 CRM records via the API at a time...which is obviously an issue when you have more than 200 records in your CRM. Has anyone looked at this in detail, and written the deluge script to handle it? Anyone from Zoho volunteer a solution? I think it's tricky (or at least cumbersome) without a Repeat/Until type statement for even a traditional 'For Loop'.Kiosk Studio limit in Zoho CRM Enterprise
Hi, We are using Zoho CRM Enterprise with 30 active users. We have created 5 Kiosks and hit the limit. Why limit is so low?Multiple Users for Portals
Is there a way to set up Portals so there can be different 'users'. So they can have an Leads access that can only be accessed by one email login (sales team), but can still convert Leads to Deals so other people in the office with a different login canSub-Formula Not Showing Negatives
I have the attached budget tracker in a subform, and using the forumlar: Abs(0+${Builds.Total Estimates}-${Builds.Total Invoices}) or Abs(${Builds.Total Estimates}-${Builds.Total Invoices}) but it is not showing negatives as negatives. Is there a wayassigning leads to owner based on time of day
We would like to have all leads outside of business hours assigned to person 1. The rest should be assigned to person 2. Monday to Friday (day 2 to day 6): From 8:30 am to 7:30 pm: leads are assigned to user 4972398000074706001. From 7:30 pm to 8:30 am:"why images available in zoho website builder is less size means below 50 kb"
"why images available in zoho website builder is less size means below 50 kb"ZOHOCRMSDK-6.0 Token issue
Hi I get an error regarding tokens when want to retrieve a record. i have a class constructor which contains this : new SDKInitializer.Builder() .Environment(environment) .Token(token) .Store(tokenstore) .SDKConfig(config) .ResourcePath(resourcePath)Search through email contents
Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, HananI need a solution with timesheets
I am currently a CRM Plus user. I run a staff augmentation business model whereby I hire a contractor and place them at a client location. That contractor needs to create weekly timesheets that, when submitted, route to a client approver for approval.Import from GoHighLevel to Zoho CRM
Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to ZohoLooking for Reliable SMS add-on to Zoho CRM
Hi there - I have been using SMS-Magic but find it to be quite unreliable. Has anyone had a good experience with any other SMS add-ons for Zoho CRM? Thanks!!Create Api / Deluge Task to add option to a multi select field
Currently, there are limitations with multi-select lookup, you can not use it in subform for example. As a workaround we have to use a multi-select field. However, any new options have to be manually added to the field which is not optimum. It would beThere some FHIR library for Zoho CRM?
Hi People I would like to know if there is some library or deluge instructions FHIR ?, i need to programming some functionalities with this. Thanks in advanceKaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard
Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potentialUsing variables in the filter look up option
Instead of text, I want to insert a variable in the filter lookup field option under module settings. I have attached a picture to demonstrate the setting I am referencing. Use Case: I want to filter records shown to the customer by the contact id variablehow to add a custom button to zoho crm ?
how to add a custom button that when I click on it , i can open a form that includes custom fields that when one of our team add information to custom fields he can call an api that i add in the backend to zoho crm to be able to call a 3rd party api toHelp request for a deluge script that checks for incoming email from a contact.
Hello, I would like to please request a script for my Enterprise edition CRM. It is really a simple script; but it needs a little bit of an introduction. So first let me describe what I am trying to accomplish, and then I will describe what I would likeCRM - Leads vs. Contacts
Will someone who is using CRM now please comment on the practicality of using both leads and contacts. I am assuming that "leads" are the original people contacted and "contacts" are all the other people involved in the sales cycle. The descriptions are not incredibly clear. What is the suggested hierarchy for setting up the CRM to start with? Thank you!Leads vs. Contacts - where would you start?
New to Zoho. New start-up company. New everything. We pulled data (accounts & contact records) from multiple sources to begin prospecting. Should we import the data as Contacts or as Leads? If the answer is Leads, I have already imported as Contacts,Edit Created time
Hi, I need to edit the "created time" field from the lead module. How can i do this ? ThanksAssociating ALL emails without having to manually associate with Gmail add-on
We are new to Zoho and I'm not having any luck searching for an answer. I am able to associate individual emails manually using our Gmail add-on. Is there a way to automatically associate the emails to contacts? I have a chain of emails with a client,Importing Account Numbers to Pre-Existing acocunts
Good day, I was wondering if you could help me with something that I tried to do but failed misserably. We have accounts on our system that did not have any Account numbers assigned to them. After our company has grown we now have use for these companyUpdating Blueprint stage from my Deluge function
Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");Address autocompletion?
One of the features that's standard in almost every crm i've demo'ed, or previously used, is to have auto completion for addresses using google api or similar as you are typing the address in. This saves both type and acts as a type of address verification.2024 Contact relationships, many to many
I'd like to create reciprocal relationships between father - child - grandchild - referrer - Beneficiary of life insurance etc - so many to many. How do I do that? My research shows me that I should be looking for a subform or multi-lookup. However, myAdd data in Zoho Analytics after setting it up
Hello, I have a question regarding Zoho Analytics and its integration with the CRM: Zoho CRM data was set up with Zoho Analytics a while ago, but in the meantime there were some custom fields added in the CRM and now I want to be able to see those fieldsEdit CRM Report Related Module
when creating a CRM report I am asked to to 1/ choose primary module 2/ and related modules (blue and green + icons represent UI for adding child and parent related modules): when editing a report after creation, I do not have the the option to changeMeeting recording in Zoho CRM
Am I missing something? When I complete a Zoho Meeting from CRM the recording doesn't get added to the meeting. I get it in my Cliq bot, I get it via email, surely it should also added it to the CRM Meeting record it was launched from?Attachments Disappearing After Workflow Rule Conversion
Hello, I have tried to do my due diligence and searched for this error, but I can't find anyone else encountering the same issue. I have a workflow rule set up to convert a lead into a Contact, Account, and Deal. This workflow is also supposed to moveNext 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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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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