ID Verification
Has anyone found a way to log caller verification in CRM. If an agent asks the caller to verify their identity i am looking for a way to log that in the system that we can audit. Basically we need a way to show we checked the callers identity before we discussed detailsFinding fields that contain only a space with workflow rules
Hi, We are attempting to send automated emails to leads which are created by a form on our website, only if there is NOT any information added in the description field. Unfortunately, the form Zoho creates inserts the non-breaking space in the Description input, so we cannot use the ${isempty} check to see if a lead has not entered any data in that field. How can we check for the space character using the workflow conditions? Entering just the space character errors out with the message "Please enterGoogle Contacts Sync
I've been using Zoho for more than a year... Last month i found a few problems with my sync between Gmail Contacts and Zoho. We have 2112 contacts in our list. I've created a brand new Google Account just to sync the contacts. Than i went to: Setup -> Market Place -> Google (Contacts) -> Authenticate Google Contacts -> "Choose my account" and click Allow. 1) Google Contacts: My Contacts ||| Zoho CRM Contact: All Contacts 2) Sync Options: Push from Zoho CRM Contacts to Google Contacts 3) Same Contacts:Zoho CRM Functions 51: Update Related Records automatically using info from Linking modules.
Welcome back everyone! Last week's function was about scheduling calls to records. This week, it's going to be about updating a record in one module with information from the linking modules, when two different records are linked. Linking Modules Multi-select lookup fields help create many-to-many relationships between records across modules. Linking Modules help facilitate this records association across modules. The records in the Linking Module contains info from the two 'linked' records. MoreDocument Download Limits for users
Hi, currently anyone is able to see and download documents from the CRM which i don't want. I need permissions seeker, this documented in the log and also download possible only after someone approves of.Community Digest - June 2019
Product Updates Convert your leads from events using Zoho CRM's eventbrite integration Plan and manage your events better by integrating your CRM with Zoho Backstage Check out the all new ready-to-install meeting apps in Zoho CRM Cloning blueprints is now possible - also, add new states to the existing ones and map them The all-new lead conversion mapping for subforms Monitor the finance flow of your event in Zoho Backstage Enhancements in refreshing Sandbox Check out the enhancementspostUrl returns {"responseText":"internal exception","responseCode":"-1"}
Hello, I am attempting to send a post request from a custom button on the CRM UI to a third party server. The response I get is: {"responseText":"internal exception","responseCode":"-1"}. Please help me make sense of this message so I could understand why the request is failing. Please note that the same request works fine in CURL, as well as on the Chrome ARM extension. Moreover, the server logs do not show any indication that the request would have arrived at all, so it seems that the problemZoho CRM Success Stories
Stories of success need telling and sharing. Stories inspire and help peers learn invaluable lessons. We believe that good stories have the power to change lives! And that is why we have created a space on this community where you, our customers and partners, can share your stories here with your fellow members, inspire them, and learn from each other. Tell us how you implemented Zoho for your business, the challenges you faced, the ones you overcame, the ones you worked around, the processes youZoho CRM Tips and Tricks for Real Estate #02
Templates: Part 1 Use pre-existing templates for creating invoices with the relevant information. Use the templates to create mailers for lead nurturing, follow up emails, confirmation emails. Once you set up templates for different mailers, you just have to automate the mails to trigger at certain points in the sales pipeline saving time and hassle of repeating the task. Lead nurturing: Sending out offers and keeping in touch with the leads generated from website, social media and cold callingZoho CRM Tips and Tricks for Real Estate
Invoices and Bills: Create invoices and bills as soon as an order is confirmed and include details like reference number, date, billing address, property type, broker name, and terms of payment. Invoices are created directly from contacts and deals. Automatic invoice creation helps customers by ensuring that they have all the information they need. It helps agents keep track of payment. It's easier to send copies to all parties concerned directly via CRM and keep a record for future reference.Finding My Zen with Zoho Desk
In the world of customer experience there is no more important tool for data analytics than your case management system. Over the years there has been so many changes in the space that many have just stuck with what they have known rather than risking something new. Full transparency that was me till earlier this year when I found Zoho Desk. Before we talk about Zoho Desk let’s do a quick history lesson. Having grown up in the Call Center Business Process Outsourcing (BPO) industry as a second genFunction #49: Changing Ownership of Multiple Related Records concurrently!
Welcome back everyone! Last week's function was about tracking refunds and adjusting the sales executive's revenue in Zoho CRM. This week, it's going to be about simultaneously changing the ownership of a record across multiple modules when it is changed in a single module. Business scenario Each of us have our strengths and weaknesses. Someone skilled in sales might not necessarily be better in management. It goes to show that in order to successfully run an enterprise, you need an amalgamationCall Details field not available/showing for custom functions
Hi all. I thought I would ask my question here. While I don't like it, I understand why we cannot add custom fields to the Calls module. However, I cannot get anyone in support to tell me WHY the "Call Details" field is unavailable under the custom functions. I figured out how to schedule a call in the future - however - since we cannot set the call as SCHEDULED - it defaults to CURRENT - and closes - even thought it is scheduled for the future. Scheduling a task to make a call. Then creating aCommunity Digest - May 2019
Product updates Increase in CRM API v2 credits Introducing Setup Page customization in Zoho CRM Plan and manage your events better by integrating Zoho CRM and Backstage Leverage Zoho CRM’s various features built with GDPR in mind, to ensure that you collect and process data. New versions of Java SDK (1.0.5) and PHP SDK (2.0.0) are out! Limits for Functions have been updated, check it out here. Zoho Community Meetups Join the team and your peers at Zoho Community Meetups inZoho Community meetups across Poland - June 2019
The Zoho Community Meetups are making their way to Ponzan, Warsaw and Wroclaw this June and we'd love for you to be a part of them. In these meetups, we’ll walk you through some of the useful and interesting tips and tricks of Zoho CRM. Our experts will share tips, configuration best practices, and address the common challenges in the areas of user management and basic customization. City Date CTA Ponzan June - 12 Register now Warsaw June - 13 Register now Wroclaw June - 14 Register now Note: DuringAsk the Experts #8: Forum-based Q&A session on emails in Zoho CRM
Hello everyone, Emails in Zoho CRM is a highly frequented topic in the Zoho Community. This month's Ask the Experts session is going to be on the following aspects of using emails in Zoho CRM. 1. Associating emails with individual deals 2. Schedule your emails in Zoho CRM 3. Smart filters on Blocked/Unblocked email addresses 4. Email Parser I'm sure you have a lot of questions around these topics and more. Do start posting your questions right away as comments to this post! Our product expertsFunction-31: Get the timezone of your leads
Welcome back everyone! I'm sure most of you already know this, but we have introduced the newer version of Zoho APIs (Version 2.0). Functions(previously, Custom Functions) also underwent an update, regarding the said APIs and some more. However, this week's function still uses the Version 1.0. Zoho APIs, because the transition from v1.0 to v2.0 is still in progress. Stay tuned for more updates. Last week, we learnt how to keep track of your business details with a Company or a Contact. This week,Zoho CRM Tip - 53: How to include customers as a part of your sales process?
The main purpose of using a CRM system is to manage customer interactions across different touch points in an optimal manner. That said, too often, CRM usage starts and stops with the sales process. Is there any role for prospects and customers in your CRM strategy? One may wonder why include prospects and customers as a part of your CRM strategy. That's a question I'm going to answer with this week's tip. Use Case: For better understanding, let's look at Zylker Inc., a company that provides householdGet the best insights out of your insurance data in Zoho CRM with Zoho Analytics
Industry challenges: The long list of data related tasks in the insurance sector include keeping track of different products and timelines, claims, and customer data, which is just the tip of the iceberg. Adding to those are keeping track of agent performance, finding suitable products for each stage of a customer life cycle to stay relevant to their needs, and so on. It is quite difficult to navigate through this much data to find actionable insights to accelerate business growth. It takes a lotZoho CRM Tip - 52: How to associate multiple line items to a record?
Is there an easy way to associate multiple line items to a record? For better understanding of what line items are in this context, let's look at Zylker, a company that is doing a travel agency business. In this case there can be a wide variety of travel packages that you are offering to your customers. Each travel package can be considered as a deal and anyone can opt for the travel package they are interested with. The travel packages are considered as "Deals". For each deal there can beAsk the Experts: Live Q&A on Reports and Dashboards in Zoho CRM
With sales trends, targets, pipeline stages, meetings, follow-ups, and more, Zoho CRM provides analytics dashboards and reports to keep you informed and up to date. Zoho CRM's managers will be hosting a live Q&A this month on Reports and Dashboards! This will be a great opportunity to get your Zoho CRM questions answered. Here are a few aspects of Reports and Dashboards that you might have questions about: Creating dashboards Analytical components - Charts, KPIs, Comparator, Anomaly Detector,Quarter 1 - Zoho CRM Community Meetups in Canada
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRMCommunity Digest - January 2019
Product announcements Zoho CRM has got some new UI enhancements! Check it out. Take a look at the new enhancements in list views, Blueprints and Workflow tasks. More on the discontinuation of Google+ integration with Zoho CRM. Zoho Community Meetups The first quarter of Zoho Community Meetups are in full swing. We have quite many meetups coming up so do register now. Zoho CRM meetups across the US. Zoho CRM meetups in Europe. Zoho CRM meetups in South Africa. Zoho CRM meetupsMass Update to Trigger Child Mapped Fields?
I have a single pick field that contains nearly 200 properties, and have used this as the Parent field to 11 single-pick Child fields. With more than 6,000 records in the CRM, I'd like to "trigger" the child fields to update instead of either clicking into each record to update the child fields, or have to write a 200 step workflow to update the child fields. Anyone have any ideas for a mass update of this sort? Or could point me in the right direction? Huge thank you in advance.Quarter 1 - Zoho Community meetups across UK, including Ireland and Scotland
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2.Share your Zoho CRM journey and win prizes!
Hey everyone! As cheerful as holidays are, we're in an extra festive mood and we're looking to spruce up a few of your Christmases with a little something from the Zoho Community! We have a few Amazon vouchers waiting to be won, and you know what'd make our year? We'd love to know how we did in helping you achieve your sales goals. In the comments below, tell us how you used your CRM, and how well Zoho CRM worked in helping you meet your sales challenges. What other problems do you hope to solveTogether, Zoho CRM and Zoho Desk enable improved customer experiences in the insurance industry
Industry challenges: Insurance is one of the oldest and most important businesses in the world. Strangely enough, selling someone video games or shoes is easier than selling someone insurance. Among the many challenges that insurance companies face, customer acquisition cost is a top concern. The industry depends largely on long customer life cycles and bottom line growth from cross-selling and up-selling. Flawless customer service is essential for the success of any insurance company. 85% of insurersQuarter 1 - Zoho CRM Community Meetups in APAC
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2.Community Digest - November 2018
Product Updates: Check out the latest Zoho CRM enhancements for this year. Introducing the long-awaited Maven distribution for Java SDKs. More Zoho CRM releases last month. Take a look at them all here. On Zoho Forms and its integration with Zoho CRM. Ask the Experts With Zoho CRM's API migrating to v2.0, and v1.0's deprecation at the end of this year, December's Ask the Experts session centers around migration from API v1.0 to v2.0. This live Q&A forum can be viewed here.Focus Group: Migrating from Zoho CRM API Version 1 to Version 2
We're in the deprecation phase of API Version 1. As we announced since the beginning of the year, API Version 2.0 is available and Version 1 will be deprecated on the 31st of December. The reason for the transition is simply that we've come up with a better version of our APIs that trumps existing features. Here are a few reasons why API V2 is advantageous: 1. Increase in the daily limits of API calls (up to 1,000,000 calls) 2. Multi DC support 3. Adherence to REST standards 4. Easy JSON parsingAsk the Experts #1: 5-hour knowledge exchange marathon on 'all about emails' in Zoho CRM.
Zoho CRM's Community is launching 'Ask the Experts' on 31st August, 2017. Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. Emails in Zoho CRM being one such widely queried topic, will commence the launch of the session, inviting in any related doubts or issues you'd like to discuss. Have trouble with your POP/IMAP config? Emails sent from Zoho CRM are not syncing with ‘Sent items’ in Outlook? Want to create email workflows to notify anZoho CRM Community Meetups in UK - Nov '18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in London, Bristol, Birmingham, Manchester, and Leeds. This November, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questionsZoho CRM Community Meetups in Poland - Dec' 18
Hello, Are you making the best use of your CRM? Do you think getting to meet and learn from other Zoho users in your city would help you out? We’re happy to announce the launch of Zoho User Groups in Wroclaw, Warsaw and Gdansk. This December, these groups bring together local Zoho users, Zoho product experts, and partners under one roof. Join us as we discuss some key CRM features, tips, and tricks. We’ll also set aside some time for an open Q&A session to address other questions and concerns.What is scary in sales?
Hello folks! It's TGIF you sales people! What scares you the most? Tell us about your deepest, darkest fear! Let's see what the numbers tell us! Hit the comment button now!Community Digest - October 2018
Product updates Take a look at recent updates in Portals. Upcoming Meetups The Zoho CRM meetups for the month of November are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. Zoho CRM meetups in France Zoho CRM meetups in Germany Zoho CRM meetups in Middle East Zoho CRM meetups in South East Asia Zoho CRM meetups in United Kingdom Zoho CRM meetups in UnitedAsk the experts: Live forum based discussion on user management in Zoho CRM
As the admin of an account, you need to ensure that every user has access to the correct information. You're also responsible for defining user roles, assigning profiles, and adding users to team groups. In addition to basic user management and data sharing, Zoho CRM's user management offers advanced functions that include: Custom fields User lookup Roles and reporting hierarchy Profiles Data sharing rules, record-level sharing, and territory management Record-level sharing and custom fieldsHow to import contact information with our own customer ID?
Hello Has anyone figured out how to import data/customers from their own license server and have it use your own proprietary ID versus the Zoho ID? Thanks, LauraZoho one- adding app problem
Hi there, Each time we add application to our company assign to them users end up with the free version. I read the article about how to add them and we do everything by the book I think. Our company is paying for Zoho One so shouldn't we have paid/better version from the start? Cheers DomCan we Create Cases thru Email
can we create cases from Email which we receive from customer by the subject line issue,problem so on.Provided we can use only on email address for sending email all cases.Email automation
How to trigger automatic welcome email for a lead.Next Page
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.Zoho CRM Community Digest - February 2026 | Part 1
Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up theZoho CRM Community Digest - January 2026 | Part 2
Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once againZoho CRM Community Digest - January 2026 | Part 1
The new year is already in motion, and the Zoho CRM Community has been buzzing with steady updates and thoughtful conversations. In this edition, we’ve pulled together the key product enhancements, Kaizen learnings, and helpful discussions from the firstZoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,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 practical
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