Set Field Mandatory by Client Script ZOHO CRM
#Tips of the day We can set the field as mandatory by the client script var field_obj = ZDK.Page.getField('Custom_Field1'); field_obj.setMandatory(true); Custom_Field1 = Field API Name Apart from is if you have required any kind of Zoho work please doFiltering by external field
Hi everyone, we have added an External field to our Accounts, how can we filter the accounts list by this field? It doesn't show up under "Filter Accounts By".Quick Create Account in Deal
When I go to a deal to quick create an account for them, it has a field that is mandatory but you can't select options and this field is not even associated with an account. How do I get rid of this field in the quick create pop up. It won't let us chooseSchedule an email
Please help me how to schedule an email. I am unable to see send later option.Zoho Voice Call transcription option in zoho crm
We have integrated zoho voice with zoho crm but we are looking for a way to get a transcript or summary of the both incoming and outgoing calls , So that we can easily understand the context of the call without looking in to the whole recording of theCrypto Currency in Multi Currency Selection
I want to add crypto currency in my account but can not find it in the add currency dropdown of multiple currency setup. Is it possible to creating custom currency in multiple currency setup?Audit Log
Is it possible to delete history from audit log?Updating Fields in 2 Modules (1 is custom module)
Hi everyone, I have 2 modules - Clients and KPI Reporting. Both the modules are linked by Account Name. There is a field in both the above modules. I would like to have the field "Status" in KPI Reporting Module be updated when the "Status" field in ClientsAdd Date Formula
Hi Everyone, I am trying to create a field using formula involving 2 already existing fields in the module - Start Date and Contract Length. Start Date - Date Field (mm/dd/yyyy) format Contract Length - 3 months, 4 months, 6 months, Annual, etc. (numberTracking Work Order Delivery Times in Zoho CRM
I recently created a work order in Zoho CRM with an estimated delivery time. Since the work order progresses through various stages, I'd like to track the actual delivery time and compare it to the estimate. This would help identify any delays and allowUpdating data and/or sending emails from reports
Hello everyone I want to offer a feature that can help and simplify many processes in CRM. Through the reports module in CRM it is possible to connect and segment data from several modules at once The problem is, it is not possible to do anything withCustomer onboarding using kanban
Hey guys! As soon as a deal is won in my CRM I need to onboard the customer using a kanban to make it easier. I thought of 3 ways to do this: 1. As soon as the deal is won, it is moved to another pipeline, still in the deals module. 2. (I don't use accounts,Related activity records for custom modules
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.Capture URL that form is on
I plan to integrate a Zoho form on multiple pages on my website. I'd like the lead owner to know immediately what page the lead was on when the form was submitted. I'm think that the way to do this is have a field in the database for page URL. When the submitted form populates a new entry in my database, I'd like it to capture into that field the URL from which the form was submitted. Is this possible? How might it be accomplished?Zoho CRM Digest - April 2024
Welcome to April, the season of blooming trees and blossoming flowers! As nature comes alive, so does our community. Dive into this month's digest to explore vibrant discussions and exciting announcements. Zoho CRM product updates: Email-related enhancementsUPS API
I am fairly proficient when it comes to creating deluge scripting to assist between Zoho CRM and Zoho Creator, but I do not work outside of the Zoho family often. I am trying to pull the tracking status from a UPS tracking number into our CRM environment.Garbled display when using ZOHO CRM
For some reason, periodically, whnI try to access ZOHO CRM with Chrome I get a garbled display. See attachment. It looks like data from within my CRM is visible. How do I fix this. I get the same behaior from my PC and my laptop, When I switch to incognitoHow to delete an uploaded file through the files API?
Hi, I'm using the files API (https://www.zohoapis.com/crm/v6/files) to upload images to my Records. When I delete a record through the API I'd also like to remove those linked files/images. In the CRM API docs I don't see any API endpoint to delete files,Can we create a dashboard for only Kanban view?
I'm looking to create a dashboard for Kanban View to check the performance of the sales team by using different statuses.How To Mass Update Notes
Zoho CRM displays the avatar of the user who has most recently modified a note as opposed to the user who created it. That's something we're not fans of, but we're willing to adapt. What I'd like to do is export any existing notes that have been modifiedRoles & sharing
I have 3 roles: A, B & C. I want role A & B to share their society & contacts. However, I don't want role C to share its data or to see data from A & B. How can I do that? Best regards.Setting additional conversion in Google Ads using Zoho CRM
Hello! Recently I've set up the google ads integration in my zoho crm. New leads are being registered correctly, and also new deals. I've read in Zoho CRM tutorials that Zoho sets by default three conversions: the first one when the lead is created, theThe SiriusDecisions Demand Unit Waterfall
Has anyone tried to implement something like the The SiriusDecisions Demand Waterfall in Zoho CRM?Best Telephony Integration? Anyone happy with theirs?
Hi, Looking for some input into telephony providers that integrate into Zoho CRM. Ideally I want users to stay within the confines of the CRM. I don't want another system sitting on top of it. Requirements - client phones, it pulls up the client account - ability to transfer call and data to another user. - ability to add a task to a call and relate it to a case, sales order or quote (or the call be related to same) Anyone out there have a good telephony system they can recommend based in the US?Internal follow up ticket
Hi Dears, Our company need different department coopeartion (e.g. business developer ask for quotation for some product, then product team provide solution ). Hence, we need something like Zoho Desk, but seems zoho desk is mainly for client and cannotAccount name not populating when importing contacts
When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv fileHow to update CRM record from fillable template
Hi community, Context: I have a pdf fillable document with 300+ fields in Zoho Writer. I've recreated these fields in the Deals module of Zoho CRM. Complexity: Some fields are mapped and prefilled from the Deals module, while fields others are capturedHow to filter by contacts that are NOT in a certain campaign
Is there a way to filter contacts that are NOT members of a certain campaign? My use case is as follows: I have a campaign for an event I am hosting in Geneva. There are 100 people in the campaign who I have already reached out to. I Zoho, I know I haveUpdate Time Zone field based on Postal Code
I'm looking for a way to automatically fill a Time Zone field based on the Postal Code of a Contact or Lead.Zoho CRM SDK in Angular
I want to integrate Zoho CRM SDK into my Angular16 client-only app, mostly for the purpose of listing/getting data from various modules. However, due to the documentation are quite lacking and mostly outdated, I couldn't make them work. As a start, IEnhance Your Marketing Strategy: Unlock Zoho CRM and Mailchimp's Full Marketing Potential with Mailchimp for Zoho CRM Extension
Hello Zoho CRM enthusiasts, Effective customer relationship management (CRM) and email marketing are essential to any successful marketing strategy. However, handling these components independently can be a time-consuming and ineffective process. ThisHow does the Workflow Recuring work?
I had made a couple of workflow rules for a client's CRM. But I dont fully understand how this works, when I set it up like the below pic, I expected it to work like this - On a date 1 week after the First Instalment date value, this workflow should triggerRenaming of custom fields not visible to all users
Hello, I've got a problem and I don't know if this is a bug. We are using Zoho CRM within Zoho One with different users. We noticed an issue with Zoho CRM. When I rename custom fields fields the old name will still be visible to other users, even whenHelp with Deluge Function / Workflow
I have 2 custom modules. 1. Exhibitor Registration 2. Marketing Tracker I am trying to create a new record in Marketing Tracker, when a new Exhibitor Registration Record is created. I need it to update the look up field Exhib_Reg_Record that looks upRemove "Quick-info section" from Account module view?
After the migration to the new UI, the Account module view (e.g. https://crm.zoho.com/crm/EntityInfo.do?module=Accounts&id=xxxxx...) has the "business card view" at the top, then what is apparently called the "Quick-info section", then the account details.Access lead history post-conversion for improved follow-ups in CRM
Availability: All editions except Free DCs: All Release Plan: It is rolled out in a phased manner and the feature availability is dependent on the revamped Timeline feature release. Hello everyone, After conversion, you can now view your lead's historyKaizen #43 - Tokens and Limitations
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the usage of tokens in authorizations and their limitations. Tokens in OAuth 2.0 Zoho CRM employs the OAuth 2.0 authorization model to authorize its API requests. Grant token, access token, and refresh token are the three major components that play an important role in the authorization process. Initially, the user needs to register a client with Zoho CRM. After registration, the user can generateMaking a Lookup field in Subform as Read only through Client Script
Hi I want to know how can i make a lookup field(ookup to Products) in a subform on Deals module as Read Only on a Stage through Client Script in Zoho CRM. I was able to make the other fields as Read only but was finding issue with the Lookup field. CanLead history for a converted lead is removed
When a Lead is converted to a contact the History / Timeline information is removed. This is very critical info as someone may change part of original data at the lead level like lead contact, email, phone etc and after conversion, we do not have allReport: showing fields from related entities
Hi everyone! We have to build a report that lists Tasks related to Potentials for a certain Campaign. We need to show the email address of the task contact, but how can we do that? The "edit columns" widget only shows "contact name" Thanks in advancNext Page
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Announcements
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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