How to get emailos pulled up from Google email to the Zoho CRM
Hello Zoho Team, How to setup the emails from Google to get pulled up to Zoho CRMCalling from CRM
Hi, I am new to Zoho CRM and I am based in Canada. I am looking to make outbound calls from within CRM. As I was exploring telephony and Zoho Voice - there was a message on the screen 'not available in your region'. Does Zoho CRM not allow calls in Canada.dynamic filter in a workflow rule
In general workflow there are many times that I need a dynamic filter and not just a filter of whether the field is one value or another ZOHO has already worked on a dynamic filter in filtering records in the record search field https://help.zoho.com/portal/en/community/topic/new-in-crm-dynamic-filters-for-lookup-fieldsHow to arrange fields like in the Quote subform, with two fields per row in a single block?
How to arrange fields like in the Quote subform, with two fields per row in a single block?Dealing with Sub forms
Hello, I need to generate a separate waybill for each line in a multi-line subform. The variable fields will be from the subform and the waybill number which is autogenerated and the rest of the fields will be static. How could I design the format toFilter with zoho.crm.getRecords or zoho.crm.searchRecords
Good afternoon, I am trying to create a filter using fields within the "Events" module. Is this possible? I am using the following code: zoho.crm.getRecords("Events", 1, 200, ("This is where the query using the field would go")). If this is not possible,Bug in Rendering Field Label name in Custom Module for Specific User
We have encountered an issue where one of the field names in a custom module is displaying its API name instead of the field label name in the layout. Notably, this issue is only affecting a specific user. Issue Details: Expected Field Name: Invoice DateHow to customize the colors of the Client Portal login screen and add the company logo?
As title, how to customize the colors of the Client Portal login screen and add the company logo?"Voice to Text" typing software for Notes within Zoho CRM
So, is there a Ai, or Software that might be Free that could be used to take Voice to Typed Text and then be pasted into Zoho CRM Notes, Comments. Is their Ai to provide spoken instructions to Zoho ?barcode
we are small business dealing in handicraft products, is it important to have a barcode for us?, if yes then how accepted is barcode from zoho in national markets and what exactly is barcode type and barcode data?Creating Multiple column in the layout?
Hello I am looking to create 4 column to enter data in the layout. I am able to go maximum upto 2 columns. Can anyone suggest me the options for it. RajatFormulas inside a template?
I would like to use a formula inside a quote template. Basic arithmetic. Is this not available with your product? This seems like a really basic function. Since the template cannot go backward and fundamentally change the database of prices and products, what's the harm in allowing me to render the information on the page the way I choose?Customize the Quote Template using formulas
Hi There, Is it possible to customize the Quote Template with a formula so that when I have the "${Quotes.Grand Total}" field I can do something similar to "${Quotes.Grand Total}*6,3". This is the quote's total, times 6.3 (my customer's local currencyAdding a multi-line field as variable in Zoho Flow
I am trying to set up slack notifications for one of our custom modules and want to create it so that it includes 'Notes' [a multi-line field] in the slack notification message. The 'Notes' field isn't showing up as a variable I can include though...Custom "create meeting" button with more functionality than Zoho currently has?
I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and createExtension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomesLimited layout rules in a module
There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. AreCall Duration
Wonder if you can help me, I am trying to create a dashboard component for the calls module but instead of seconds I want minutes, Ive created a custom field called Total_Minutes, is there the ability to create a custom function that works this out fromHow to stop e-mail workflow once a specific lead status is selected ?
Hi, I want to add a feature to stop sending customers our workflow e-mails once a lead status is changed to "booked", so that they do not receive our sales emails anymore upon course booking. How can I do that ?Make certain subform entries read only
Hi all I need to make specific entries on a subform to be read only for portal users. Ive added a field to my subform called 'read only' which is a picklist with the values of Yes and No. Ive set this field to be hidden as its only to be used in the functionOne-click WhatsApp and Zoho Integration
Hello there! I'm Aizhan from the TimelinesAI team. Our Native Zoho and WhatsApp integration, designed to streamline your communication and productivity. With this integration, you can effortlessly sync contacts and messages from WhatsApp directly intoAdding 'Created Date' to email template without the timestamp
Good Day All, Optimizing my workflow here. I figured out how to add the Leads first name ${Leads.First Name} I need to add the 'Created Day' to my template. Also - is there a legend as to syntaxes for adding the Lead Fields into template such as above?Zoho CRM Client Script - SetCriteria in lookup Field
Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,Doesn't Catch Duplicate Accounts
Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicates it. When importing from another app (like ZoomInfo) I set it to catch duplicatesZoho CRM WhatsApp - Phone-push messages, Autoresponse and workflow
Good day community and Zoho CRM devs, I would like to know if the following features can be added to Business Messaging (WhatsApp) feature on Zoho CRM. I constantly find myself frustrated with the lack of notification when getting replies on workflow-sentClient Portal Multi Language Field Label
There was a field named [End Account Website] at custom module. I changed the field name to [End Customer Website], but the field label is displayed differently in different languages.Canvas Broken/Gone
I've been using a custom Canvas on my Account and Contact pages for over 2 years, and haven't even changed then in that time, but as of this morning, none of them work. Any account or contact I click on only opens a black page (save for the footer whereSSL Exception When Querying REST API
We use functions to query regional data from GIS REST APIs. We're having an issue with one REST API that appears to be a problem within ZOHO, as I'm not having an issue querying the API in Postman or via the built in query tool. // test coords lon = "-84.29118695502028";Question: Accounts owner notified when Lead owner convert to contact.
Hi, Let's say you have a Lead named Lead L, working for Company A. Lead owner is User 1. Company A already exists as Account. Account owner is User 2. When User 1 converts its Lead L to a contact, User 2 gets notified that a Lead has been converted toPlease allow us to hide the Google Adwords section on Contacts and Leads
Hi there, We recently integrated Zoho CRM with Google Ads using the built-in extension. This adds about 10-15 fields to the contact and leads module. Our users do not need to see these fields. It just clutters the screen up. Please allow us to hide thisNo Support for DIGEST or CRAM MD5 SMTP Authentication Methods
I have discovered in CRM when configuring the IMAP email integration, Zoho only supports the PLAIN or LOGIN smtp authentication methods when communicating with any email server. We know this because during communication the zoho server asks for capabilitiesFAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,Now filter your records by multi-select pick list values from a dropdown with additional operators
Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible forOur Few Leads Are not uploading from our Facebook ad account to CRM
Our Few Leads Are not uploading from our Facebook ad account to CRM Could you please help us out with it?Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forEmpower your workflows with Actions by Zoho Flow–now available for Standard and Professional editions
Enhance automation and collaboration across your favorite apps directly within Zoho CRM Dear users, We're thrilled to announce the expansion of Actions by Zoho Flow, previously available only to our Enterprise and Ultimate editions, to our Standard andCustom multi-lookup field not available as an option in the Business Card view
Hello! A custom field "Subsidiaries" is not showing up as an option to add to the business card layout. We have only four of the five fields selected, and other custom fields are available. "Subsidiaries" is a multi-lookup field and the only one we have.[URGENT] Response of getRelatedRecords API is In-Consistent
Hi Team, I often face issue with the code due to the inconsistence in the response in "getRelatedRecords" API. Refer to the below image's highlighted text. "Created Time" not in a sequence. This happens often. Sometimes it shows results as "latest toAdd blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appearWhen entering the company's domain in the "search" field, the Lead with that domain is not found, even though it actually exists.
Good day! We, as Zoho CRM users, have encountered an issue with the system's functionality: During operation, all users have detected a problem with the search for the Lead entity when entering the company's domain in the search field. In other words,Next Page
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Announcements
Cross 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 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Translation 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,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 files
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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, tailoredTranslation 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, Imagine
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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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