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                                                                                    • Most Discussed Topics

                                                                                    • Fetching user details in a function in ZOHO CRM

                                                                                      I am trying to get the user details for a record owner so that I can use them in my function.  We have a specific business case for franchise organizations.  We have over 100 of our franchises using a single instance of our CRM.  We need to have a contact
                                                                                    • How to get Zoho CRM parameters in a widget?

                                                                                      I have a related list widget that is currently in the deals module of my CRM. Within that widget, I'm using HTML to try and get certain Zoho parameters but whenever I access any record, in the console I get a message that says "Uncaught ReferenceError:
                                                                                    • Two (similar) custom functions, 1 working, 1 not working

                                                                                      Hi all, I'm struggling with two custom functions. One is working (in a workflow) The other one isn't (inside another workflow) The only difference between the two is the field they should update. I can't seem to figure out what is the problem. See the
                                                                                    • Default text for meeting invite

                                                                                      Hello, I send out meeting invites to our clients (leads) for a site visit appointment. In the description box I add the same text for every client. Is there a way of adding this text to a template so I don't have to type it up every time I send a meeting
                                                                                    • Subform 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 question
                                                                                    • Sticky Posts

                                                                                    • Call Bar feature is now available in Zoho CRM

                                                                                      Dear All,   We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
                                                                                    • The role of a CRM admin and beyond | Small Business Heroes E10

                                                                                      The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
                                                                                    • Customize the sorting order of your picklist values

                                                                                      Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
                                                                                    • ZUG in-person meetups - set up CRM automations for your customer journey

                                                                                      Hello everyone, We're excited to announce that we are resuming in-person meetups for our Zoho User Groups! These meetups give us a space to watch our customers network and learn as a group , as we discuss salient CRM features and best practices to use
                                                                                    • Tip #35 - On using Kanban View in Zoho CRM

                                                                                      Hi folks,  It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here.  Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter