how to capitalize first letter of every word in a string using deluge?
"diego armando maradona" to be "Diego Armando Maradona" "diego maradona" to be "Diego Maradona" "maradona" to be "Maradona" how to do that using deluge?Google Ads Data is Publicly available in Zoho CRM
We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a messThe corresponding module is currently disabled in Zoho CRM.
getting this error message when trying to set up sync between crm and invoice The corresponding module is currently disabled in Zoho CRM.Estimated Time for releasing in Australia?
wondering if theres any timelines for when this feature might be availible to use in Australia?? would be very helpful sooner rather than later! Thank you :)Is it possible to display a graph of data within a contact record
I’ve had someone create deluge code to import data from another SaaS platform into Zoho CRM for my swimming pool company. This data is stored within each customer’s contact record under a custom module called "Chemicals" and is updated weekly with newHow to Link WooCommerce Orders to Contacts in Zoho CRM for Better Customer Segmentation?
I’m running a fashion e-commerce website using WordPress. My sales staff usually rely on customers’ past orders to segment and re-approach them for sales. However, I’m not sure how to apply Zoho CRM for this purpose, since I can’t link the orders fromZoho CRM CPQ NOT in criteria patern
Hi, It would be great to have the logic-block of "NOT" in the criteria patern. Currently, only "AND" and "OR" are valid criteria when using the product configurator. Often, a "NOT" logic-block would greatly increase the usability of the CPQ. Example:Quickly migrate attachments to Zoho CRM without having to restart the process multiple times
Hello everyone, Customers often want to transfer all their data and attachments to Zoho CRM when they're switching CRMs (or moving from one Zoho CRM org to another). Admins use the built-in import tool to perform these migrations. There's a common sourceNumeric Field Issue
Hi We are trying to import deals but hitting a roadblock every time. If I create a single line field, the data imports fine for this field (it's a currency field in csv). I have found I can't sum this field though when trying to do a revenue report. Whenhow to get the first word in string using deluge?
let say I have string "David Beckham". how to get just "David" using deluge? I need to get the first word in string using deluge?How to Find and Merge Duplicate records in Zoho CRM
Hello Everyone, Today, let's see how to find Duplicate records in your Zoho CRM account and Merge them. Eliminating duplicate records in CRM seems to be a frequent issue for many businesses. Duplicate records can affect your productivity, increase manual work, and more importantly show incorrect data when it comes to reporting. Hence, it is crucial for businesses to have the ability to avoid creating duplicate records and the ability to merge duplicate records in CRM. As a first step, we needSending a Link to a Record in an Email template
I recently introduced CRM Blueprints for the Deals module in my organization, and since our sales process involves several people from different departments, I created a few email templates to be used in the Email Notifications of some of the transitions, to let a user or group know that they need to take action or just be informed of a status change for that deal. Even though everything was working as expected, shortly after setting this up, some users came up to me asking if the notification emailHow I can export emails from zoho crm ?
Hello, I am looking for the workaround for exporting the sent e-mails. We use the Zoho crm free version (with upgrated storage) - and the e-mails are written/sent within/out of the crm feature. For our cases we only use 1) companies and 2) contacts -Pre-loading related contact lookups to a subform
Hello, I'm trying to create a module to track group meetings and field data for each group member. Subforms appear to be a good fit for this but I don't want to add each contact every time manually. Can anyone suggest a good solution for this scenario?CRM Hack #3: How to update formula functions for already created records.
Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenariosCRM List view for text fields that check "Does not start with" or "Does not end with"
So these filter options are available when making reports and such, but they don't seem be available when creating a filtered view. The text filter options there are are: "contains", "does not contain", "starts with", "ends with". Is there an easy technique to recreate the "Does not start with" and "Does not end with" functionality that I'm missing?Best Way to Integrate a Shared Sales Inbox with Zoho CRM
I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,Updating field from the UI or from function take more that 1 minute to be updated
I have activity order model with dropdown status field, I've changed the status from Completed to Canceled on the CRM like on the attached image: But once I fetch the record on function the record didn't updated behind the scene The strange thing in hereZoho Voice & Zoho CRM
I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I boughtautomatic time stamp and field age
Hi, I am trying to note the time when a certain field is updated in Zoho CRM. I've been able to create a rule that would trigger the respective field update. However, for the field where I'd like the current time stamp to be automatically recorded, I'm not being able to add a dynamically generated time. I can only add some static text. Is there a way to dynamically generate time stamps? Subsequently, I'd like to know how to show the age of the field once I've generated the time stamp (for e.g.2 monthsRingCentral Intergration Fax
Hello Zoho Community , I recently intergrated with ring central with zoho crm. Ring central is a fully loaded buisness VOIP and Fax system , however I think there should be a button in Zoho to allow users to fax out the same way users are able to faxhow to prevent some user to choose the stage in deal module when creating a deal record?
I want to prevent some users to choose a deal stage when creating a deal record I want some users to follow the pipeline from top to bottom. can I do that? because it seems I can't hide this field . is there any workaround for this? can I hide it usingQuotes: Export to PDF and attach using API
Hello, I would like to automate the following: - create a Quote for an account - export that quote to PDF - upload the PDF back into ZohoCRM, as an attachment for that Quote using API methods. Is this possible, has anybody done this before? Thank yoZoho CRM Contact Form style in website
Hello, I am trying to embed the Contact Form from Zoho CRM into our existing WordPress website to replace our current contact form. The look on the website is not similar to the 'Preview' when I am setting up the form in the CRM, and I have limited htmlI have integrated WhatsApp but it in vissible to sent message to customers
I have integrated WhatsApp but it in vissible to sent message to customers.OAuth Error - {"error":"invalid_code"}
curl -v --ipv4 -X GET \ --url 'https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id=[CLIENT_ID]&scope=AaaServer.profile.Read&redirect_uri=https://my-real-domain.com/zohocallback.xhtml&prompt=consent&access_type=offline' RESPONSE Location:Introducing ICR in Zoho CRM: Transform your printed text into digital data
From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businessesLinking Reports and Projects to CRM Portal
Is there a way to link reports and projects to a CRM portals?How to filter deals for anything not yet delivered
Hello I want to be able to filter my deals for anything where the Sales Order is not delivered. I'm stuck because I want to include deals with and without Sales Orders, and just exclude ones with an associated Sales Order which is stage Delivered DoesCurrency fields and decimal places in CRM email templates
Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attachedTrack All Emails from Company Domain
For our business model, it's almost impossible to keep track of all emails sent to clients, under the way ZohoCRM currently tracks emails to customer records via the user account only. We'd like to see a way of tracking emails via domain only, separateFields from Zoho CRM not appearing in merged document
Hi, I have a custom CRM module where certain fields are looked up from "Contacts". When I then try to run a mail merge from my custom module, the date from the fields which were fetched from contacts do not appear in the document. I just see the fieldIf a contact is deleted from Zoho CRM, will all related activities be deleted related to the contact?
I think question is clear.Kaizen #188 - Building a Timer and Worklog Widget (Part 2)
Welcome back, Tech Wizards! In Part 1, we developed a Timer Widget that logs active work sessions into the Timer Entries module. Now, let's enhance this functionality by transferring these entries into the Work Log subform within the Cases module usingHow to use Quoted/Invoiced_Items custom fields APIs in Deluge ?
Hi, I'm trying to do a function to create an invoice from my existing quote, but I can't use some datas in the mandatory Quoted_Items Subform as it's from custom fields I've created and it's available only using APIs V2.1. So I tried what I found in theCan a Custom Button (custom action) ask for user input?
We have already a few buttons adding the actual date to some fields on Stages changes, now we need to ask the user for a Date and add it to a field. Can it be done using a button? or any other way?Outlook sync (365) Restricting which contacts signals are created for & seeing my sales ppls email activity
Hi All, As per the subject I want to restrict which contacts the signals notifications are activated for, and indeed which contacts email are tracked in the crm - my boss does not want his sensitive emails to end up in there but he does want to trackConvert Prospect Back to a Lead in Zoho CRM
Could anybody help me convert a prospect back into a lead? There does not seem to be any kind of "reverse" button. Thanks.Function #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justAI secretary
In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694Next Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversZoho CRM Community Digest November 2025 | Part 1
Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right onAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingExciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
Most Discussed Topics
Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingHow to restrict user/portal user change canvas view
Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withUsing a CRM Client Script Button to create a Books Invoice
Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on theCan I execute two 'functions' when completing a mail merge from CRM?
Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and featuresGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
Top Contributors
Ishwarya SG
Sunderjan Siddharth
Haiku Technical Support
Emma
Kava Li