Google Merchant Center Feed for Zoho CRM
Announcing Our New Extension: Google Merchant Center Feed for Zoho CRM! Hi All, I’m excited to announce the launch of our new Zoho CRM extension: Google Merchant Center Feed for Zoho CRM! This extension is designed to make it easier than ever for ZohoZoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developersMass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aRecurring Tasks
Hello, I tried to use the repeat task feature to set up a task I need to do on a particular day every week, but that creates a separate task for each Friday from now until 2023, flooding my task list. I prefer to work by clearing my task list every day,Pull Lead Owner Information into Email Template
Can someone explain to me how I can pull the email address and phone number for a lead owner into an email template? I can grab the lead owners name by simply typing #lead owner, but I don't see the lead owner's email address or phone number as an availableStop adding Default ID column to xls exports
When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We haveTax field in Zoho CRM
Hello, I cannot see where I can modify the settings for the tax in CRM? I would like to configure the system to apply 20% VAT tax by default to every quote - how can I do this? Thank you HayleyHierarchy for blueprints
Hey, is it possible to have a hierarchy for blueprints? Our use case is the following: We have 3 different sources for buying our products. Each source is changing the order in which the steps need to be made. The steps in all are the same and consistScheduled report not sending
My scheduled report stopped working 2 weeks ago.Sales Orders - printing all
Hi Guys; New to Zoho CRM and completely stuck! Is there a way for our warehouse team to print all of the sales orders that are in a created/approved stage instead of having to go into each one individually and then selecting a template? This is a realHow can an Admin change an existing users email address in ZOHO CRM?
It will only allow me to update my email address not my users. That field is locked.Get selected contact ID dynamically or from the URL
Hello, I'm working on getting an integration done, and I need to get the selected contact information to be passed to the integration, in other words, my end goal here is to go to Zoho CRM>click contacts>click on a contact to open it>Get the ID of thatIMAP emails report
I want to be able to create a custom field or a report that will show the last email sent date in a record (leads, potentials and contacts) for emails sent by both Zoho CRM and IMAP. Zoho informed me that I cannot get this data for IMAP. Is there a workaround?Zoho CRM Workload
A huge thing we are missing is workload - to be able to see all records that are owned by the same person in any module. Right now this involves pulling multiple reports and comparing / merging them. Zoho is trying to solve this by adding an integrationHow i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, PabloWhen to use Tickets instead of Tasks
Hi We have a discussion going on here that I'm hoping I can get your input on. The sales team need to interact with other parts of the business over the lifetime of a Deal. Such things as getting the solutions team to spec out the formal requirementsCRM Client Script Buttons
Hello, Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored? Also, custom buttons must beWorkdrive Option
HOw can i see this workdrive option as shared in the screenshot. (In video it is saying that- added extension of workdrive , how ? -here is the link of same - https://www.youtube.com/watch?v=4O3YSagZ8os) at time 0.16 please check. Moderation Update (27thWarranty renewal for multiple serial numbers under one account
Hi Community, We sell products that come with a warranty. We have added a "warranty expiration" field. When a warranty is about to expire, we contact the customer to offer a renewal. This works great if one customer, has one product from us. In many casesA way to "bulk clear existing data fields" when cloning a page?
Is there an implementation option where I can easily clear the data in a page when the user presses on the "Clone" button on a page? My current thought is to implement a Client Script that gets triggered by onLoad event for Clone Page and call ZDK.Page.getField(<fieldPrevious Week in Analytics widgets
Hi Is there a way to show items from Previous Week in Analytics widgets? I want a widget to show Revenue from Deals closed in the previous week. This isn't the same as Last Week which seems to actually show the last 7 days, rather than the period of "LastKeyboard Shortcut for Saving Notes
I am typing in Notes all day every day, and up until recently, I was able to quickly save a note without touching my mouse. I used to be able to hit TAB then ENTER. This would essentially cycle to the selection using the TAB button, and SAVE was the first[Client Script] Any method to get Purchase Order Line Item Id
Hi, I would like to auto populate purchase order record ordered item in create new record page. And line item id is necessary. However , there is no line item id including when I use fetch by Id ZDK. Am I used wrong way to get record details?Deals Cards change color as the deal ages/rots in each stage
Is it possible to have the color of the Deal card in the pipeline change as the deal ages in that stage? For example, if a deal sits in a specific stage for more than 21 days, it turns yellow and then at day 28 turns red as the deal "rots" without movingDeduplicating Leads in Custom View
Hi, I created a custom view of old leads. I only want to deduplicate the leads that are in this custom view. If I have my custom view 'active' and then go to the 'Actions' dropdown -> Deduplicate Leads option, will it only deduplicate the Leads in myhow to create task with Pop Up Reminder using Zoho Function?
I need to create a task automatically using function. I need to know how to create task with Pop Up Reminder using Zoho Function? it will be better if I can also read the documentation as well. Thank you very muchSchedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. ThanksMailing address validation
Could you not integrate some sort of auto-completion for address fields like City, State and Country? I wouldn't expect to see every city of every country in there but maybe just the ones from North America, which are well documented. It's otherwise very had to keep control on how addresses are entered by every one in the system...Increasing API Credits
Hello everyone! Organizations consume Zoho CRM APIs for various business needs, and it's a show-stopper when you exhaust your API credits before the 24-hour rolling window replenishes your credits. To meet your growing needs and help you keep your businessI want to duplicate a report and name it something else
Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report pleaseDisable 'Export Deals' option in List View using Client Script
Hi, Is there a way to disable the 'Export Deals' option in the Actions dropdown using a Client Script?Limited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical dataSortable My Functions list
I can't create task programmatically using deluge
I can't create task programmatically using deluge. I use the code below dealDetails = zoho.crm.getRecordById("Deals",DEAL_ID); currentDateTime = now; popUpReminderTime = currentDateTime.addHour(1); dueDate = currentDateTime.addDay(1); subject = "TestIntegrate MS Teams with Zoho CRM for faster collaboration
Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,Create a Sales Order Record via the API using a Contact external ID
I am trying to create or upsert a Sales Order via the API using an external ID for a lookup. https://www.zoho.com/crm/developer/docs/api/v6/records-api-ext-id-overview.html I use an external ID for the Contact Lookup: "Contact_Name":{"FastSpring_Account_ID":"l6NPd8ygTm-qR5Vrfgru8rg"},Mass Update: Layout not choosable
I can't choose Layout as a field to change for a mass update. I already exited all records from a blueprint.Zoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.Changing info for Contacts on Account page
On an Account page, the Contacts for that Account are listed. But is there a way to change the data that is shown? For example, on my Account pages, under Contacts there is the Contact Name, Email, Phone, Mobile and Fax. I'd like to remove the Fax column and I really need to add a Title column, which is included on the Contact's page. How can I do this? Thank you!CRM sandboxes now support Services and Appointments modules
Availability Editions: Enterprise edition and above DCs: All Release plan: This enhancement has been released for all users in all DCs. Hello everyone, Businesses that provide services to customers can use Zoho CRM's ready-to-use Services and AppointmentsNext Page
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CRM 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 filesCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessIntroducing 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 theTranslation 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, ImagineUI 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,
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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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