In a Canvas view, can a field displaying a list of related records be filtered using a Deluge script? Please read to understand more...
I have a request from my users of Zoho CRM. The situation We have created Canvas views for our modules to make navigation easier. One of the canvas views is for a custom Groups module. We have clients (Contact records) that belong to groups. Those groupsHelp with Implementing Gift Cards, Promotions & Referral Program in Zoho
I'm working with a client using Zoho Books, CRM, and Inventory. They want to issue gift cards, run promotions, and set up a customer referral program. Does Zoho support these natively, or are there recommended third-party integrations to handle theseTwo CRM from single login
Hi! I'm on the trial version of Professional currently, but will be getting full version. My company is looking to run both workstreams from the one CRM- we have retails sales, as well as fulfillment capabilities. The two entities don't need to communicateBulk Delete Attachments
Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.Swiss currency to euro's
Hi, can someone help me? I work for a Swiss company, and because of this, I only see Swiss francs in my Analytics. I would prefer to see everything in euros. I’ve set my personal settings to euros, so it’s strange that I’m still seeing Swiss francs inStarting Marketing Automation's journey from Zoho CRM
Unfortunately I cannot resolve a problem with the Marketing Automation signup forms and am therefore forced to use the Webforms of the LEAD CRM module. These work, but I noticed that if I add a TAG in CRM, it is not transmitted to marketing automation.Workflow Rule for custom pick list field updates across Contact, Deal and Account
I have created a custom pick list that will be created at the lead and contact level, and I'd like to have it automatically updated across deal and account levels as well. It looks like in workflow I'll have to create a separate flow for each item inHow to upload contacts when theres an auto number field
Hi there, Was wondering how to upload my excel file full of contacts to contacts module when theres an auto number field that requires to be filled The picture below shows CON ID which is the autonumber field. Below are the fields inside the creationContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save severalApproval Process Comments
Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?Price Book - List Price
I know this question has been around for a long time, but there does not seem to be any way to bulk update the list price within a price book. You can create a product list Excel, with prices and upload it to the CRM. Then you have to manually update the list price, one at a time, we have hundreds of products, and the price changes every 3 months. Of course the ability to update the list price by a fixed percent based on the product price would earn you the cigar. Can we have at least a view in ZohoHow to see exact clicked links in CRM from Zoho Campaigns ?
Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.Need help regarding email association
Is there a way to associate your past emails with the related leads or modules that might have been existing in the CRM before you integrated your email with it? As in if I click on a lead or contact, in the email section I can see what past emails IUsing IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configureDetail Page (Standard) view client script: field event callback (onBeforeUpdate) not received
In a Detail Page (Standard) view, I want to update some other field values when a particular field (e.g. field1) is changed, but my client script doesn't seem to get called when I test it in the client script IDE and on an actual record. I don't see theSetting up the initial variable
I am trying to set up a script to copy the contents of certain fields from the contact module to the deals module (renamed to Proposed Systems). I keep getting an error about thee variable declaration on line 2? What am I missing? Error: "Failed to saveImport Companies with contacts?
Hi I have a presale question. i am interested for Zoho CRM software. I have some csv files of companies with names of contact. I would like to know how can I import these lists of companies with their contact names? This is how look my csv file: BusinessIs there any way to recall an email sent using Zoho CRM?
If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.How can I construct a link to a record in an email template.
I want to setup up a workflow rule that sends an email to our admin assistant whenever an Account or Contact is created or updated. In the email that is sent, I'd like to have a link to that specific record in zoho. I've tried a few copy/pastes from myDeals page sub-forms fields not showing in webhook
"Can we include sub-form fields as parameters in webhooks sent from Zoho CRM to external systems? Right now, the data from sub-form fields isn't supported in webhooks, which limits our ability to integrate Zoho CRM with other systems and automate dataWebhook using JSON Simple Example?
I'm new to Zoho (and JSON) I'm trying to create a webhook using JSON. The webhook creation interface appears to be very rudimentary. On the Webhook creation screen under "Parameters in the User Defined Format(XML, JSON, etc.)" The insert is just a one line text field. That seems like not very useful for building a JSON request, especially for someone just learning the JSON format. Can anyone show me a simple example of how a JSON request would look inside that text field for just say, postingSimple Function Help needed, Proper case lead name
Hi there- I am very new at this, and I was wondering if someone could help me. I need to proper case "Lead Name" I understand I need to create a workflow and a custom function...and I am thinking I need to pull the "Lead Name" to a variable and then useClient script setVisibility() of a field in Canvas Detail page returns unsupported action
I'm trying to hide a field on the Canvas Details page when the page loads. This should work as per the docs: https://static.zohocdn.com/crm/9254769/documentation/ZDK-1.0-M2/Field.html var fieldStatus = ZDK.Page.getField("Status"); log(fieldStatus.getValue());Look Up Field Type not available for events and tasks?
Look Up Field Type not available for events and tasks?Reports on Emails received
Is there any way out or procedure to make a customized Report on emails received ? I am only able to make report on email sent using my account in CRM It must show subject, date , time of the emails received [email Received could be either a fresh email or reply to our sent emails]?automations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sendingWhy Sharing Rules do Not support relative date comparison???
I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to StaticSeeking guidance
I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility,Automatic ICS to event like Outlook or Gmail
If I receive an email with an outlook invite link to an ics file, is there anyway to click on that link and have it create an event for me?CRM Timeline History Permissions ?
Hello, I am curious about this. in Zoho CRM on the Timeline Tab everyone knows that it displays the history of edits and such for that particular Lead record. What if I wanted to Hide some of the History Events from CRM Users? For example, I have a workflowButton - lead to trash
Dear ZOHO Masters I like the idea of a button at the record. When the presales team is verifying potential of the lead and at a glance they see that the best would be to dump it one button at the top which would record in the lead history: not our targetScope of the Zoho CRM Meetings integration with Office 365 setting
Reading these instructions https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/synchronize-with-office-365/articles/sync-meetings-contacts-tasks-with-office365#Synchronize_Zoho_CRM_Meetings_with_Office_365, it's not clear for me if every userNew in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options. Themes - Try different colors schemes for your account and see what suits best for you. Earlier, you could change your tab bar to either black or blue. This may or may not have matchedExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIDeals in Calendar view
Hello, Is it possible to place deals in the calendar view? Thanks Steve Moderation Update: A similar discussion is ongoing in the forum link below, and we encourage everyone to follow the post for further updates on this feature request. As such, we willInvestigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these lossesEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingKiosk Studio Session #2 | Boost cold call efficiency with a call script kiosk
Hello! For sales teams, cold calls are swift, frequent, and repetitive processes. Often the first touchpoints in many customer journeys, they help sales reps proactively engage with potential customers. When done well, they persuade prospects to set upZoho Support DOESN'T REALLY CARE
we have reported a couple of go live issues 2 weeks a go and escalated to the Regional Account Manager "Mark D'cruz", is this the normal support level for professional License? we're anticipating to add30-40 more users in 3 months but we can't make thisNewline character and <br> tags don't work in the message parameter of the mergeAndSend v2 function
I've made a function that sends a merge template as an attachment in an email. My problem is that I can't have newlines or breaks in the message of the email. This is the code: email_message = "Hello, " + conventionRecord.get("Name") + ", \n <br>"; //Next Page
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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 Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting theClient Script | Update - Introducing Commands in Client Script!
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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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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
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