Zoho CRM Analytics columns of row data
Can additional columns be displayed in the row data when viewing Analytics charts?Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?
I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link thatClone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of VendorsWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.COQL for SUM and COUNT
I just can't get the syntax correct on this and could do with some help. I've looked through all the posts and dcumentation I can find, however a lot of it is contradictory. I am wanting to essentially duplicate this Analytics agregate formula in a CRMZOHO Cadence
Can you edit when a cadence is set to enroll? For instance, I currently have it set up to enroll three days after a new record is created that fits the custom view criteria; however, I would like to change it to enroll immediately. I do not see whereZoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?
Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient toZoHo CRM Outlook Add In
Is there a way to disable the delete feature that appears within Deals, Campaigns, and Accounts. I am very worried about implementing this Add-In for the fact that an accidental deletion could occur. Has anyone come across being able to disable? See attachment.Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanApproval processed - "Waiting for approval" state does not happen
Hello, Does someone know what could be the reason that an approval process does not work? watch this video: https://www.youtube.com/watch?v=rFOJgrmVcEk and this article: https://help.zoho.com/portal/en/kb/crm/process-management/approval-process/articles/add-approval-processAny way to schedule/queue specific fields to be updated on a specific date with specific values
Does Zoho CRM have any functionality (either now or planned), where after clicking "Edit" within a record and instead of "Save" there could be an option that says "Schedule Update on {choose date}". This would be similar to how Zoho Billing allows youCustomer Portal - Email and Notification to Customer on @Mention
In a customer portal, how to show to customer the Email "related list" of our correspondence with the customer? How to notify the customer when a crm USER posts an'@mention' to the external customer?[Zoho CRM Webinar] Kiosk Studio - Streamline frequent processes for your users
[This session has ended. View the webinar recording here.] Hello everyone, Every business, including yours, models its processes and customer data in its own unique way. To streamline business processes exhaustively, it requires significant time, technicalClient Script - onBeforeUpdate, how to get the new value of picklist
Basically, I have "Contact Type" field, and if a particular type is selected from within Canvas detail page, I want it to show a popup warning. I have all of this working, except that getvalue on the particular field in question shows the currently savedA couple of minor enhancements to Workflows
Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"Deploy or update Zoho CRM custom functions via curl
How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank youExport Quotes to XLS
New to Zoho and giving it a try and have been very disappointed in quotes module. The latest shortcoming is the inability to be able to export a quote to XLS file. Is there any plan for that any time soon?How can i set an automation in zoho flow when module updates.
How can i set an automation in zoho flow when module updates and then send sign email to the selected persons that are included in form.Set up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domainDeals not up to date for "Date of last action"
Hello, I am not a very powerful using ZOHO... I might apologize for my question. I used to have my main view for the "open deals" sorted by "date of last action" Unfortunately it seems that when I create de Quotation under a deal, this does not affectBidirectional Sync between CRM and Creator
Hello. I'm trying to sync a module with a Creator record. For this I've setup a Workflow Rule in CRM that send it changes to Creator and I have added a Workflow on Creator that send data to CRM. This is because operators use the Creator APP and our internalIntroducing color coding feature of picklist fields in Meetings
Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,How to setup journey emails in zoho crm ?
I want to setup a journey in zoho crm which simply sends a string of emails over time. So basically what i am trying to do is i want to send series of email , frequency will be 1 email every week to my those leads which are under conversion in progressRTL in client-script
hi, im trying that after an ontype event the filed will be RTL abd centerd. this is the code: var elem = ZDK.UI.getElementByID('test'); elem.addStyle({ direction: 'rtl', 'text-align': 'center' }); where did i get wrong?Deluge Script for adding tag
Trying to create a custom function where a tag is added to a record - but for the life of me, I cannot figure out how. Help please! Moderation Update: Adding the help doc and sample to add Tags to records via deluge here for everyone's benefit. tag1 =Contact card customization
Dear ZOHOsians I am configuring own view contact card and I this set up with single/dobule columns is not enough for us. I would like in one section eg. (written by lines) Name/nothing/nothing Street name/home number/local number postal code/city/countryNeed a way to run a client script longet than 10 seconds
By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?how to export a report with more than 50k rows of data?
How do i export the whole report? This is a report with combined modules.Adding details to Attachments
Is there a way, or can Zoho make a way, to add some additional fields to Attachments to make it more of a document register? eg. a field for 'Document Type', 'Document Description' etc We are using the sub-forms to record this, but only 2 sub-forms canLooking for Zoho CRM Expert for Montreal-Based Immigration Firm (Remote Opportunity) Hello everyone, I hope this message finds you well. I am reaching out on behalf of Stanstead Immigration Service
Hello everyone, I hope this message finds you well. I am reaching out on behalf of Stanstead Immigration Services, a well-established immigration consulting firm in Montreal. We have recently adopted Zoho CRM to enhance our operations and are lookingIn Sandbox there is no option for Cliq Notifications in Workflows?
It not only doesn't have the option to add new workflows with Cliq notification actions but does not show current actions already set up as such... As you can see in the image, my actions that were already there are gone but also no option to add CliqLookup field permissions
Hi there, we seem to have an issue with a lookup field in the Leads module. I created a new module, called "Bauträger", containing 1.000+ entries with basically just a name of a company in each entry. In the Leads module I created a lookup field to lookFunction seems not be working every time lately
Hi there, Last june I created a workflow with a function that works like this: as a new deal record is generated, the deal name field is automatically renamed so that it starts with a code that comes from another number field (Serial Number) that is automaticallyHow to update lookup data from a picklist depending on its status?
Hello everyone, I'm new to Zoho CRM and working on customizing it to fit my company's needs. Currently, I have a module called "Units" (similar to products) that represents the units available in a project (construction project). My deals are split intoReports function in CRM - display checkbox instead of True/False values
Hi there, I've created a report view, which shows a list of all records, and shows several columns of data for each record row. This is used as a workflow for my team. My question is this - one of the fields displayed in the actual record is a checkboxHow to map a lead Deal to a contact Deal.
I have leads that are mapped to a stage in my deal pipeline - Stage is IDENTIFIED. When they reach a score they are converted to a CONTACT. I have mapped the Deal for Leads, but can't seem create the same fileds to map in CONTACTS. I know that this setemail attachments in crm
Hi intially thought it was a workdrive issue but when we try to add an attachment to an invoice email from CRM-books we get this message. The file is not to big and we are confused. The request could not be authenticated as the authentication value youIntegration between Zoho CRM and Zoho WorkDrive
I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf"Convert" action not available in Workflow Rules
I'm using Zoho CRM Professional. On this page, it says I can use a Workflow to automate lead conversion, but the "convert" action does not appear in the drop down menu : https://www.zoho.com/crm/help/automation/workflow-convert-records.htmlCustom Function: Searching Events in the current month - with record count
I hate to be a bother to the fine folks here, but I'm stuck in another function. GOAL: write a custom function to count the number of Meetings each person in Contacts has for the current month, then push that count to a field in the contact record. SpentNext Page
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UI 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,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 otherCRM 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 filesTranslation 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 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 the
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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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