Sendmail when records in module are edited, Zoho CRM
I'm trying to create a function that will work in conjunction with a workflow rule. The workflow rule activates when any field in the Clients module has been edited or created. I want to make the function record what changes are made to records in thecan i convert/change an account to become a vendor?
A user added vendors as accounts by mistake. Is there a way that I can 'convert' an account to become a vendor?[Webinar] Zoho CRM's Latest Features and Enhancements
Discover and learn the brand new enhancements Zoho CRM got this quarter! These enhancements can be leveraged to bridge small gaps in your existing CRM implementation that power user data entry, finding and selecting records, and more, and make your userhow can I search mobile number of a record in all the MODULES (contacts and leads) using API and now making a call for every MODULE
hi I want to add new records to the lead MODULE, but I want to ensure that there will be no duplicates. I plan to use the mobile phone to check for it but I didn't find any way to search in 1 API call in all the MODULES. is there a way to search all theHow can I edit a field's "data type" from "text" to "pick list?"
I have a custom field that has a current "data type" of "text." I would like to change it to a "pick list," but cannot find a way to do that. Clicking on "edit" doesn't give me an option.Zoho CRM API Error AUTHENTICATION_FAILURE "Authentication failed"
I am trying to integrate a web app with the Zoho CRM API. Following the instructions in the API docs, I did the following steps: 1) Went to Zoho Developer console (https://accounts.zoho.com/developerconsole) to register my client application. It is ahow do I make an email address for new employee and delete for no longer employed
Help! I need to delete emails from my account and add new ones. What do I do?Sync Stripe customers with Zoho CRM
Hello, I am using Zoho CRM and would like to automatically include a contact and an account after the customer makes a purchase directly on my website using Stripe. Is this possible? If so, how can I do it?Saving a default email template for CRM Quotes
Hi, My client send their quotes via email in CRM. When doing so, they have to search and select the quote template each time, is there a way to save a template to a module so this template is applied automatically? They use the exact same template everyHow to find the Contacts sync with Books?
Hello There, We need a procedure to obtain the particular contact is sync with Books or Not.Integration stopped
Hi, for quite a few years I have had a form running that integrated with Zoho CRM. When it was completed it would enter an approval process and it would sit in 'My Jobs' on the CRM. About 10 days ago this stopped and even though the status within formsReuse custom field?
Hi, in a layout I have created a few custom fields that I would like to use them again in other sections of the same layout. How can I do that without creating custom fields each time? An example is I want to create a field called "Contact Meeting Details"Stock Management - non retail
Hi all My company is relatively new to Zoho and are currently only using the CRM. We are wanting to set up a stock managment system within Zoho. We are not a retail company so a lot of what I have looked into covers this. We are wanting to input our stockIn Canvas, is there any way to make a Checkbox look like a checkbox?
In the CRM module I have a checkbox field. However, when I add that field to a Canvas layout it just appears as a dash instead of a checkbox. If you click to edit the field, you then can see a checkbox in the popup ... but I think this is very confusingmulti-line, can not select Plain Text Small
I want create CRM Deal template. I have dragged the Multi-Line field to the Layout. I can select Text Large, or Reach Text, but the Text Small option is disabled. I need the Text Small option, because I need values from this field to be filterable. HowNeed to track my lead status progress every week
Hi, I want to track the performance of salespeople based on lead status. Need comparision from last week to current week what had happened, what progress has been made from every leads. I want to make a chart on this.In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components
Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the salesDowngrade product license
Hello, We wanted to reduce the number of licenses to a single user, but we missed the renewal date. Is it possible that they only charge us for one month and then lower it to a single user? As you will see in the account activity, we are not using bothWeb to Contact form does not send email notification to record owner.
During trial period of zoho crm i setup Web to Contact form , and it used to send me email notification whenever any contact is created. Ever since trial is finished its not sending email alert. Wondering if email notification is taken away from FreeHelp with search record API
Greetings, thanks in advance all your help. I'm consuming the records API, specifically this endpoint https://www.zohoapis.com/crm/v3/contacts/search?email=thunderroy2013@gmail.com with these scopes: ZohoCRM.modules.contacts.ALL ZohoCRM.modules.leads.ALLHOW TO CONVERT CONTACTS TO LEADS
Is there an easy way to convert or copy contacts to leads?Changing default when Custom Sharing Per Record the Emails from IMAP
Hello! When Custom Sharing Per Record the Emails from IMAP, on the Email channel configuration, is it possible dor the default to be "sharing" and then "uncheck" when is something sensitive? Currently, is the other way around: I need to check every time I want to share something with the rest of the team. In addittion, I would like that all my team (subordinates) can see each others emails. But I cant understand if this can be done with the Data sharing settings and rules. Anyone has experience onEdit Records in List View Zoho CRM
Hi, Just wondering if there is any way to edit selected fields in records (i.e. leads) in the list view (instead of having to click on each record to open it before editing information)? Thanks JacksonSave a Quote as a template.
I know you can create templates for quotes however I am unable to create a quote for a customer and save it as a template. Many of our quotes require many of the same products/services, it would save a lot of time and prevent forgotten items by usingTechnical fields are also not loaded
Hi, we have a problem with passing UTM tags to the order UTM tags are still not delivered to the order, even after you have made the edits Here is an example of the remaining order https://crm.zoho.eu/crm/org20092370698/tab/SalesOrders/615595000013525290Zoho CRM subform required fields
Hello, I set up a subform in Zoho CRM Deals layout and set three of the fields as required. When I create a new Deal, it is making me add an entry to the subform due to these required fields. However, my intention was that the required subform fieldsAdding Portal User Type
I want to add a second portal user type. The only upgrade option I could see was this, but that just seems to be if you want to add more users, not user types: Anyone know how to add a portal user type?How to break line in zohoCRM
Hello everyone, I'm currently working with Deluge scripting language and encountering an issue with newline characters (\n). My goal is to format a string with multiple lines, but the newline characters are not being interpreted correctly. Instead ofLinking Modules to Portals
I can't get Solutions module to link to Portals. I remember there was a particular field that had to be added but can't remember which one. I have added Lookup fields to Leads, Deals and a custom module. I have a user module. It is set up the same asCRM 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 scenarioshow to make an event in Zoho calnder . when a deal is Won
i try this via Actions by Zoho Flow when i get the error Zoho Calendar says "start pattern not matched." how can i make an event in Zoho calender \ google calender when deal is modifie to spcific stage - in the name of the deal and when a the same dealAssociate SalesIQ visitor with lead created via REST API (PHP SDK)
Hello, I am working on a website that has SalesIQ embedded into it. This site also has some custom forms. Behind those form submissions, we are using the PHP SDK to create Leads in Zoho CRM. This is all working, however the "Visit Summary" is not beingWorkflow Rule Triggered by a specific date
I'm struggling to find a script that will allow me to create a workflow rule that will send out an automatic email when all conditions are met on the 28th of every month.Custom Field Creation (no. of days)
Hi there, I would like to know if I can have a custom field created using formula or some function. The expectation of this field will be the number of Calendar (weekday) days calculating from a Date field. For example - there is a Date Field in the RecordStatus of the Kanban view
Hi, Have there been any Kanban developments? My Kanban view lists every single status in no order (not even by stage) making it impractical to use. I've brought this to attention of support, have had a remote session but have not heard further. I canImplementing Validation Rules Using Client Scripts in Zoho CRM
Problem: The limited number of validation rules with custom functions in Zoho CRM (three in the Enterprise Plan and five in the Ultimate Plan), along with the restriction of triggering only one field per rule, significantly hinders businesses that requireMeetings not showing up under contact or deals or any other place besides the meetings tab
Meetings not showing up under contact or deals or any other place besides the meetings tab. I would assume it should appear under open or closed activities as that's where i can create it from. Please advise as we are trying to use this feature more.Unused and Deleted Stages
Hello, I just started a new company and started organizing the pipeline. I have one challenge left, deleted and unused stages still appear in the All Pipeline tab, and it affects the report and charts in the dashboard. How can I delete or hide it?function with external api fails
Hi, I'm trying to check of an existing customer number based on the domain of an Account. But I get the following error message: No. of arguments mismatch for the built-in function 'get' Line Number: 24. I highlighted the line 24. // Parameter: account_idCreating a lead from a slack message
Hi, Is it possible to create a lead from a slack message in Slack?Next 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,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 AccessRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing '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, Imagine
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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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