Create multiple records with ICR's bulk image import
Hello all, Sales reps often face the challenge of manually entering client information collected from events and conferences, whether it comes from business cards, registration forms, or sign-up sheets. This process is time-consuming and error-prone.
How can i disable Agents and MCP icons from the main menu?
Hi, How can i disable / hide those from left hand pane ?
Zia Agents in Zoho CRM: a better way to set up digital employees
Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
Kaizen #265 - Working with Zoho CRM using Zoho MCP - Part I
Over the past few weeks, we have been exploring the zoho-crm skill and how it can help you work with your Zoho CRM account using natural language. We started with an introduction to how the skill works and how to use it, and then explored different Zoho
Multi Parent Field Dependency
Currently, Zoho CRM only supports a single parent as a field dependency. We have a use case to support multiple parent fields to find the correct child values. Without it, we would have around 40 million unique values (crazy, I know). Are there any plans
Portal access is now available in the Zoho CRM mobile app
Hello everyone A Portal in Zoho CRM is a space where you share selected records with people outside your organization. The people you invite to a portal are called portal users. They can be customers, vendors, partners, or anyone outside your organization
Widget Height were destroyed
All widget heights in the Details Canvas view are broken.
Integrate ZOHO with Contact form 7
I have seen a thread where this is discussed, but no solution is clearly posted. I am presently using the Contact Form 7 plugin on my Wordpress website. My client has just started using ZOHO. I need a way to populate my contact form 7 data to Zoho leads. Can someone please provide a solution to doing this? Thank you in advance.
Introducing the Zoho CRM Lead Magnet plugin for Wordpress
In this digital era, websites are the most important source of leads. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead. Introducing the Zoho CRM Lead Magnet plugin for WordPress. The plugin lets you to: Create webforms using Zoho CRM forms/ Contact form 7 plugin Embed them in your website hosted using Wordpress Automatically capture leads into Zoho CRM with zero attenuation. Not only is the integration
WhatsApp inside Zoho CRM: send templates from Leads/Deals and log every chat on the record (Go4whatsup extension)
Hi everyone, I'm Anuj, founder of Go4whatsup. We've published a WhatsApp extension for Zoho CRM on the Marketplace and wanted to share it here for anyone looking for WhatsApp in their CRM. What it does: - Adds a "Send WhatsApp Template" button on Leads,
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Unable to connect existing WhatsApp number to LeadChain — Embedded Signup blocks re-adding registered number
Hello Zoho Support, I'm trying to set up a WhatsApp Leads chain in LeadChain (Zoho CRM org: XXXXXXX, ORG ID: XXXXXX) to sync leads from our existing WhatsApp Business number into Zoho CRM Leads module. Details: WhatsApp Business Account (WABA) ID: XXXXXXXX
Which WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:
How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
Unable to export reports despite enabled report export permissions
Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”
Mirror Component in Zoho CRM: Access real-time related data without leaving your record
Hi everyone, This feature is now available for the JP, CA, SA, UAE, and AU DCs. We're excited to bring to you Zoho CRM's mirror component, which presents relevant data on a record's details page and keeps everything users need in one place without having
Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified
I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that
Workflow 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.
Potential/Deal assignment based on territory users
Is it possible to use an assignment rule or any other process to assign new potentials to users within the territory that the Account & potential fall into? My use case is that we have a CSM and BD team that create new potentials in an SQL stage. when
Announcing "Complex Processes, Simple Experiences", a short ebook on legwork and Kiosk Studio
Hello folks, Most processes in a CRM aren't hard because of the decisions one has to make; they're hard because of everything around them, such as opening three modules to gather context, remembering which step comes next, then updating two records and
Zoho CRM Fields
Gap: Deleting or renaming a field/connection/template silently breaks functions, workflows, blueprints, client scripts, Flow flows, Analytics reports and PDF templates. Only discoverable at runtime. Proposal: on every field, custom function, connection,
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
Using 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 configure
Links between Price Books and Accounts for Quoting
We are new (30+ days) to Zoho CRM and are having a lot of success getting it implemented, but there's one nagging item that our salesmen are complaining about. We have created 3 price books. We need 3 books because we are a manufacturer and we sell to DISTRIBUTION, INSTALLERS, and END CUSTOMERS, depending on the sales situation. When a quote is started for an account, the first PRODUCT in the Product list can get inserted into the quote, then the QTY, and then we have to look up which Price Book
Clone a deal using Function
Hi, I'm looking to create a recurring Deal/Opportunity each month within Zoho CRM. I've already created a workflow and added the following custom fields to the Deals module: Monthly Billing (picklist/checkbox) Date of Next Invoice Recurring Active These
Kaizen #264 - Using zoho-crm Skill to Write Functions
Hello CRM wizards, Welcome back to another week of Kaizen. In our previous Kaizens, we explored how the zoho-crm skill can assist you across various Zoho CRM developer tools. This time, let us see how it can help you write Deluge Functions, from simple
WhatsApp in Zoho CRM Plus: inbound works, every outbound message fails with crm.bm.msg.failed.undefined since Oct 14 (business stopped)
Hello Zoho team and community, We are Roxo Inc, a Zoho CRM Plus customer in Florida. WhatsApp is our main sales and support channel, and since October 14, 11:11 AM EDT we cannot send any WhatsApp message from Zoho CRM. We are facing a large drop in sales
Deleted Module
I accidentally deleted a module and its fields. Im trying to get it back. Thanks to Youtubers flooding the internet with out of date videos I can't find how to get deleted modules back. The Recycle Bin doesn't have modules. Anyone know how to do thi
Grouping by Stage *type* in widgets
Hi Can I ask for a new feature? I'd like to be able to group by stage type in a Deal widget. That is by whether the Deal is in an Open Stage, a Closed Won Stage, or a Lost stage. Currently I can group by Stage, but if we have 10 open stages and one Closed
Possible to reorder Pipelines position?
I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines
Zoho CRM Quotes – Subform and PDF/Writer Limitations
Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in
Ad-hoc approvals are now available in CRM approval processes
Released for all DCs. Hello everyone, We've introduced ad-hoc approvals in CRM approval processes. This enhancement lets approvers add additional approvers when needed, without changing the configured approval workflow. How the approval process works
How To Create a Report with Subforms from Two Modules
I want to create a report based on data in subforms over 2 separate modules. Can this be done? I tried to do it in Analytics, but one is a date field that needs to be grouped by month, and it doesn't look like Analytics can do this.
Columns in Reports Showing Count instead of Amounts
I have a table in a modular where we can add our bill claims. I want to show these in the attached table. The dates are right, but they are grouped by Row Count. I want the amounts showing where the row count numbers are. Anyone know how to do this? I
Meet your customers on Arattai, from inside Zoho CRM
Hello everyone, Your customers reach you on the apps they already use. Zoho CRM now supports one more: our very own Arattai! When someone messages your Arattai Business number, the conversation arrives in the Messages module in CRM, right beside your
Keep Sensitive Customer Data Private with Field Masking in Zoho CRM
Hello CRM community, Customer records in your CRM are often accessible across multiple teams, but not every team needs visibility into every field. A non-sales team, for instance, has no real need to see a contact's mobile number, and a support agent
Notes - Reaction Buttons
Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read
Create a single record from multiple images with ICR
Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images based on the configured ICR rule. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract
Introducing Zoho Key Service, a simpler way to access LLMs without API keys
Available in the Professional, Enterprise, and Ultimate editions in the US, IN, AU, JP, and CA DCs. Hello everyone, We are excited to bring Zoho Key Service (ZKS) in Zoho CRM, a simpler way for organizations to access and use third party LLMs. You can
Enhanced Zoho CRM and Office 365 calendar synchronization features!
Dear customers, We're excited to share some significant improvements to our Office 365 calendar synchronization features, aimed at providing you with more control and a more personalized experience. What’s new Choose your Office 365 calendar: During the
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