Ability to filter by related record's fields
this is a follow up on the infamous filter on the lookup field story. has anyone got a practical tip how to query records with a filter on related records' values? here is my use case: I have a custom module Transactions with Amount field there is a lookupRTL Support for Webforms in Zoho CRM
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenientStaying up to date with new CRM features
what is the best way for receiving heads up about new features in Zoho One and CRM specifically? I am particularly interested in being notified about early access features. recent examples: https://help.zoho.com/portal/en/community/topic/introducing-bulk-additions-for-subforms-via-lookup-and-subform-permissions-for-zoho-crmProblem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature toIntegration Zoho Books in CRM
Hi, I integrated the CRM with Books. This allows me to display accounting documents assigned to a customer directly in the CRM. This is a very convenient option. Unfortunately, I can't find a solution to properly set permissions for my sales department.Email tracking from CRM
I have done some extensive testing with sending emails from Zoho CRM and seeing what kind of tracking is available. When I send an email to 1 person, the tracking does work. It goes from Sent to Opened However, when I send an email to 2 people, the trackingCan Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than justExport Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to anotherArial 10 Point Font: Different Appearance in Email Compose and Templates?
Hi everyone, I’ve noticed a frustrating inconsistency in Zoho CRM regarding the Arial 10 point font. When composing new emails or replying, the font looks completely different compared to what I see in (some, not all) templates. This discrepancy is baffling,Conditional Field based on Earlier Selection
Good morning all, apologies if this is a dumb or frequent question. I'm building our Zoho for the sales team, and i want to make a "Closed Reason Detail" field visible and mandatory if the lead status is changed to "Closed Lost". I can't for the lifeExporting Deal Timeline
Good evening everyone, I am looking for a solution to export the timeline generated in each Deal, so that I can include it in a report or a PDF and send it via email. The goal is to automatically send this timeline to both the primary contact and theZoho Campaigns Related List in CRM
hello, there is a nice Campaigns related list in CRM Lead and Contact records. the list typically populates all campaigns in including emails from Zoho Campaigns which is done via CRM <> Campaigns integration. An empty related list visual attached: However,Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.Include Old and New Field Values in Webhook Triggers for Zoho CRM
Dear Zoho Team, I hope this message finds you well. We are currently using workflows within Zoho CRM to send webhooks to external systems when an email address in our custom module is updated. While the record timeline in Zoho CRM displays both the oldMulti-select Lookup does not have Advanced filter options in CRM
With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filterSubform fields showing in pre-made templates, but not in custom HTML templates.
I am attempting to get subform field information to show up in my custom templates, but the fields are not showing. The other day I created a template based on the Zoho basic pre-made template and the subform fields were showing information. My questionCRM API v2 AdWords GCLID Parameter
Hi, I'm using AdWords Integration with Zoho CRM using a third party webform and can't manage to insert the "gclid" parameter via Zoho CRM API Leads endpoint (version 2). I already checked the following articles: 1. https://www.zoho.com/crm/help/google-adwords/configure.html#Third_Party 2. https://www.zoho.com/crm/help/api-diff/ Form submission works fine. On server side the gclid is correctly included in API request. The Lead is created successfully. All fields (system and custom) are populated correctlychange onwer of untouched leads in zoho crm
Hi Team, If a lead is created and after 24 hours lead is untouched by Lead owner then the lead owner is assigned a different Owner. I find the Solution to this Question. So I want to share this with all of you. I have created a workflow rule for this.Zoho CRM integrated Commissions Calculator Module
Dear Zoho CRM Team, I'm writing to propose a new feature for Zoho CRM: an integrated Commissions Calculator Module. This module would revolutionize the way sales commissions are calculated and managed within the CRM platform, eliminating the need formulti-level commission
We are currently checking whether we will use Zoho in the future and are testing the functions in this regard. A commission system is particularly important to me. The following scenario: We sell products and have several commission parties. Party 1 recruitsHow to create a button that exports certain report to excel
Hi there, I want to create a custom button that make it so that the user is able to convert the whole report as an excel file. I want to know whether this is possible. The module is question: I wan to be able to have a button roughly where the arrow points,Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows
Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales teamColour Coded Flags in Tasks Module List View
I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the DueTrigger to send an email to the product owner when a lead i added
Hi, In my leads, I have the related list of product ! I would like to send automatically an email to the product owner when a new lead is manually added to the product I don't find solution in rules, because related list is not available many thanksExport Notifications from ZoomInfo to Zoho CRM
Hi, We are exporting leads from ZoomInfo to Zoho CRM and I wanted to know if there was a way to export information about the contacts we already emailed. As an example, in Zoominfo it says that we've contacted Mr. Johnson one time, is there a way to exportSending Automating Infobip SMS in workflow automation
Hello, I am trying to figure out how to use the workflow automation to trigger a welcome SMS message to new leads that enter the CRM specifically at a certain time after they enter. I can not for the life of me figure out how to do this, was trying toAdd expiration_date and request_user_data to external share link creation in Deluge
Background I deliver files to my clients via Workdrive external share links. I create the folder, add the files, create the external share link, then add the link to the invoice in Zoho Books. I am in the process of simplifying this process with the followingUsing Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?
I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newlyRemove Profiles from "Forecast" Module
How can I remove Profiles from My forecast Module? Image Below The only revenue generators are the VP's, and the Estimation Managers, and the Estimators subordinate to the Est. Managers. How can I remove the unused Profiles? Its frustrating to see themNew Interface?
I was wondering if a new interface will be released any time soon? We've had Zoho CRM for almost 4 years and the latest interface seems to be one of the most inefficient yet. Would be nice to collapse detail sections of the modules so we don't have toCustom forms/job sheets
Hi There, Is there any way create a customised/specific work form or job sheet for an engineer to fill out on site, they would answer all the questions a bit like using a zoho form and then they would submit that work form/job sheet and it would be convertedCustom functions set Modified by to script owner
As a ZOHO administrator, I have created custom scripts that run in various situations like updating a field, let's say in the Accounts module. In such cases the "Modified by" field is set to my name, although the record was modified by someone else. ISome Emails Not Saving
Hi All We are having some issues with sent mail not being saved in the sent folder and some incoming mail not being allocated to the CRM leads. This is only affecting some emails which I find quite strange. Is anyone able to assist with this and if there is any settings that I should be looking at? Regards GregKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideEdit / Modify system generated emails
Hi, System generated emails are great and are very helpful (tasks, etc). Why not allow us the ability to edit them? add/remove/reorder/reposition fields? I'm referring to emails sent from systemgenerated@zohocrm.com BTW - There's an old thread about thisAbility to collapse sections within modules
Some sections are not as necessary for me to see all the time. I'd like the ability to collapse or hide sections for my personal view. Moderation Update: We have an active thread capturing the votes and feedback for supporting collapsible sections. PleaseFilter leads by multi select lookup field
We have modules `Leads` and `Marketing Events` and they are connected via a Multi Select Lookup. All is well on that front. `Marketing Events` have a `code` field that is commonly used internally, it is much shorter/easier to use and is unique to theCreate/Update Deal with Pipeline value cannot use Deluge, only RESTAPI
Hi everybody, it has been a long time since I posted a topic. Today however, warrants a comeback as I personally think that this information would be beneficial for the community. If you are looking to update or create a deal and want to specify a pipeline,Mass creation of tasks.
Is there a way to creating a single task and apllying it to multiple leads. e.g. The task of "Contact lead" to be added to 100 identified leads? Thanks for your time and assistance.Zoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! ProductNext Page
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Announcements
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesDirectly 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 relevantRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileTranslation 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, ImagineIntroducing 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 for
Most Discussed Topics
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, tailoredDate not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',
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Sticky Posts
Kaizen #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 ClientAnnouncing 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 otherJoin 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?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
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