Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.Lookup Logic is broken
Hi， I thing that CRM lookup logic was broken. I fail to search record if record name included space, it will return all record as result. it happen since half of hour before Thank you. KavaAttributing Physician Referrals to Specific Accounts/Offices
I am struggling to create a report that will show me physician referrals that come in under contacts that I can then attribute the the account/office those contacts or physicians are attached to. How are people associating sales rep activity to referralEmail to CRM
Hi Does CRM via Zoho One support emails to CRM, ideally as a Lead? It would also need to support emails coming from contacts which aren't already in the system. Most comms come from those usual primary contacts, but we often get quote requests and queriesTelephone Number Formatting
Hi, Following on from the April digest, here is a custom function, that Ive got in place for UK based +44 numbers contact = zoho.crm.getRecordById("Contacts", contact_id); // Get ONLY the Phone field. phone_number = contact.get("Phone"); // If phone_numberDifference Between Search API & COQL API
Hello Team, Please find the following image to understand API & COQL API. If any points missing please added in comment section. Thanks, Thisai Moorthy.How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatlyAbout the Portal's Public Modules
I checked the deals tab under Public Modules because I wanted the deals tab to appear on the portal for clients to check. Then, the deals tab was displayed, but But it shows data that has nothing to do with the client. How can I display only the relevantOrganisation ID
dear team, Please treat as urgent , kindly share with me my account organization ID, i want to procure zoho analytics for same organisation, so i need the Org IDChanges on the sender email
Hi I would like to ask on how to make changes on the sender email when doing a Mass Email or individial email from the CRM.Blueprint Update Blocked: "Common Transitions" Limit (No Attempt to Add More Transitions)
We're encountering an unexpected error when saving changes to a blueprint: "You have reached the cap limit of 25 Common Transitions." (No Attempt to Add More Transitions) This issue prevents us from making any modifications, despite not attempting tois there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM
Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this viewUser & Workflow relationship
Hello! I am removing a user from Zoho CRM, does that disable the user in associated workflows? Specifically email workflows? ThanksHow to get a list of selected records into a button-function? Here is how!
So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modulesHow to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!How to set DateTime value to blank via Python SDK
I want to clear a previously set datetime custom opportunity field in Zoho CRM using python SDK 2.1 (3.0.0) The following fails with a TYPE_ERROR: deal_record.add_key_value('myfield', None) The following fails with "Invalid date format string (too short):Copy data from one subform to another
Hello, In Zoho CRM, using Deluge, I am trying to fetch data from one subform ("Eval_Appt") from a custom module ("Client_Appointments") and copy this data to another subform ("Charges") in a custom module ("Billing_Invoices"). Below is the code that IDisplay more than two decimals in currency
We're having difficulty with products with a value of 0.001$ to 0.004$, because the displays a rounded the value to 0.00$. It gets confusing because we can't differentiate an empty value from a rounded value and always have to click to edit the product to verify the actual value. Is it possible to display more than two decimals when displaying a currency format?Reference previous lookup field when launching a Function
I'm using this function in a Zoho CRM workflow to update the Related Grant. This function is triggered by a rule when the LOOKUP "Grant" field is EDITED. But I would like to update the "Grant" relation that was previously related before the change, isPicklist history tracking duration in hours instead of days
Hi. I've a field for which the history is tracked. I can see the duration in days. Is it possible to add or change the duration to hours instead of days?Why we dont have "onAfterUpdate" in Details Page Client Script
Hi Team, I would like to know why we dont have "onAfterUpdate" trigger for Client Script in details page. With this, i am not able to process the records with the value recently updated in the detail page. Will it be available to use anytime soon?Issue with Sorting by Stage Name in CRM Dashboard Components
I need to address an issue we are currently experiencing with two components in our CRM Dashboard, which is significantly impacting the presentation of our KPI. Specifically, we are facing difficulties in sorting the chart and funnel components by stageExporting Zoho CRM Deals + Contact Names + Contact Emails
Dear Zoho Support Team, Please advise on the best way to export Deals + Contact Names + Contact Emails from Zoho CRM easily ? I managed to export Deals + Contact names but I was unable to export the contact emails on the seem sheet ? Appreciate your swiftPurchase Orders Fields Update Triggered by Mail Merge / Zoho Sign
Hello, I'm sending my Purchase Orders to suppliers through a Mail Merge document to be signed via Zoho Sign. I would like to update fields or create tasks using Workflows when the Mail Merge document is signed by the supplier or when it is sent to theHow to add a product to multiple contacts at once?
we run a course company and are currently reform our record system. i want to add our products to our contacts but not sure how to do it efficiently, and adding products one by one to contacts manually will take too long. Is it possible to add a productCan we determine what environment a deluge function is running in (sandbox/production)?
Is there way of consistently detecting whether a function is running in the sandbox or production? I was wondering if there was a flag to indicate the sandbox, rather than comparing an org ID variable. I took a look at response from zoho.crm.invokeConnector("crm.getorg",Map()) but there's nothing obvious, beyond ID differences, or our sandbox zia_portal_id being null.Zoho CRM Email Templates are clunky and distort on mobile
Why is the CRM Template builder for emails so outdated compared to other tools like Canva or MailChimp? It is a horrible process to try to create something from scratch then you can’t change half of the elements in the email. Fonts are ugly and basic.Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantInviting Contacts to the Customer Portal
We are building out our Zoho CRM, and I've built out a customer portal; however, I've run into a wall. I created a contact record and attempted to invite the contact to the portal and received the error message "You can invite only customers/clients forWhatsapp extension for zoho crm custom modules
Hi community , i am looking for recommendation on some good whatsapp extension which we can use with zoho crm standard modules and custom modules both . The main objective is to send and receive whatsapp messages from clients. We just looking for a button'unable to send message reason 553 relaying disallowed'
Hi, We're currently getting the above error when trying to send mail? Thanks, AdamKaizen #139: Using Functions in Client Script and Handling Timeouts
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to invoke Functions using Client Script and how to handle Timeouts in Client Script. This post will answer the question raised in the post, Why Client ScriptCan't Delete Old Customers
How do we delete canceled customer accounts? Zoho doesn't appear to have an archive feature, and it won't allow us to delete accounts that have transactions in Books. Considering all the accounts have transactions, we're getting a bit of a build-up ofZoho Integration With Wordpress
How we can integrate zoho crm with wordpress. which plugins are useful?ZOHO Extension
Dear Team, I would like to create the custom ZOHO extension/plugin to show our page as iframe when click the some icon. Here, how can we create the own extension for ZOHO CRM. could you please share the tutorial? Thank you!Using Bit Integrations from bitapps - data not coming in
We have added the paid version plugin Bit Integrations and the setup is very easy, but when we submit a form the data doesn't show up in contacts where i mapped it. I have tested it with another default zoho account and it works great but when I try toButton to change stage of Potential
Hello, I would like to place a button on the edit page of a potential so that when someone clicked the button it moved the potential stage to the stage 'Job Complete' Is this possible? Any help would be great, thanks.CRM Client Script not running anything after function.execute
Inside my client script im calling a function; var response2 = ZDK.Apps.CRM.Functions.execute("Books_send_quote", parameters); The function is working, doing everything it should. The function logs also show successfull runs with the correct output. ButDon't able to transfer admin privilege
Hello, I'm not able to transfer admin privilege from hu********@******* to ka*********e@t*******.***. Moderation Update: We've removed Personally Identifiable Information (PII) details from your post and attachments for security purposes. The requiredCHANGE LABEL NAME OF THE FIELD
Can I change the label name of the field using Trial Account?Next 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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