Formula calculation on hidden fields
Hello everyone I have a formula that includes several fields Some fields can be hidden according to different conditions Is there a way to define that the formula will only calculate the fields that are not hidden?Categorise Attachments
We take ID, proof of address, right to work documentation and more. I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card. My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload singleVersion history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.How do you list multiple contacts for a lead?
My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality?Zoho CRM Python SDK 2.1 won't update record owner
When I try to change the owner on a Zoho record for my website APKBEB, I get a success message but the Lead Owner field doesn't change. The record is in the "Potentials" module (I think it's a custom module) lead: Record = self.get_lead(int(lead_id))Lead Campaign
Leads campaigns are tailored to explain our services in a way to our potential customers on how we support them. These campaigns are designed to increase our conversation rate and activate relationships with our new clients.Zoho Finance Integration - Double estimates on creation
When linking an account and deal to an estimate the integration creates 2 estimates. Both are linked to the correct deal and account, but one includes the correct items and the other one is empty. Seems like a bug.How to automatically create deals based on requirements
We are a real estate firm which has inventory types of 2bhk 3bhk etc. At the same time we have customers who have requirements (2BHK 3BHK). How do we automatically create deals whenever a new customer is added based on their requirements ? We dont wantWhat is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?Zoho CRM: Restrict Contact Tab Access but Allow Creation/Search within a Module
I'm working with Zoho CRM and I have a specific user who shouldn't see the Contacts tab. However, I still want them to be able to search for existing contacts and create new ones from within a different custom module. Is there a way to achieve this functionality?How to get TAX id from Products Module
In a particular integration we do need to get the TAX id from the different TAX Options in the Products Module, But can't find a stright way to get each id. Any recomendations?How to Maintain/Update List prices ??
Hello, Following multiple research and mail to ZOHO team I wanted to share my experience and my huge surprise toward List prices.... and find out if anyone has a work around ?? Indeed, I am very much surprise that ZOHO CRM allow the Unit price to be updated by mean of Excel import file but not the List price... So if you have 500 products, which by the way is not big at all, you update you unit price (cost price/buying price) so far so good but you cannot update your selling price... !! What ???Webhook when an Entity is restored from the Recycle Bin
I have webhooks successfully setup for communicating with another system when an entity such as a Deal changes and gets deleted. Is there any way to also get a notification if something that got deleted by accident comes back from the Recycling Bin? Ialigning elements in Canvas Builder
I'd like the ability to string up elements in the canvas view and have it align correctly. For example, rather than this: City: cityname ", " State: SN " " Code: zipcode I'd like to see this: Cityname, SN zipcode I know how to do this creating a customAdd Signature in Emails
Hello, How can i add a signature in the new emails inside Zoho CRM? When i am composing an email i don't see this option, to add a signature for the email. Director www.TECNOSeguro.comProducts on vendors
Hi Zoho family I have a list of vendors who have the following criteria. 1. Country 2. Type (Hotel, Transport...) 3. Various products Making a new quote, is it possible to somehow be able to choose the country and that only sellers from that country areAssistance Required to Attach WordPress Website Lead Form to Zoho CRM using Bit Integrations Pro
Dear Zoho CRM Support Team, I am facing an issue while trying to attach my WordPress website lead form to Zoho CRM using a third-party plugin called Bit Integrations Pro, which uses the Zoho API for the integration. Here are the details of my problem:Remove Unnecessary White Space on Home Screen
Hello Zoho! A really common complaint I hear from our Zoho users (across many companies) is that there is so much unnecessary white space on the home screen view. This is an issue with every customer we have in Zoho, including ourselves. It would beAdd new contact to DEAL
Hi everyone, we have some doubts about how to add new contacts to DEAL once has been done. To put it in context, we have a travel agency. Once an opportunity has been won, I would like to bring all the travelers of the trip into the deal. I think theKaizen #138 - How are Widgets used in Zoho CRM Settings?
Hello all! In last week's Kaizen, we covered the Lead Conversion using Zoho CRM APIs. This week, we will dive into how widgets on the setup page can be helpful. What are Widgets? Widgets are embeddable UI components that you can create and add to yourCall result pop up on call when call ends
I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, butError when using zoho.crm.getRecordById and no record found
I am trying to use the zoho crm api function zoho.crm.getRecordById but get an error when this function does not find a value. How can i prevent this error? Error in executing Set Variable task. Unable to update template variable crmRecord. Error evaluatingKaizen #128 - Circuits in Zoho CRM - Part 3
Hello everyone! We are back with yet another post on Circuits in Zoho CRM. In our last week's post, we discussed a use case, the various states and functions involved in that circuit, testing and execution, and associating that circuit with a workflow.Access of Activities Module in CRM to Client Portal?
I want to enable access of Activities Module in Client Portal of my CRM to my Clients but not getting option to choose the module. By doing this I aim to give the access to the clients to their realtime status of the work going on and they can track theClient Portal Validation Rule
I have set up a Validation Rule, but it doesn't work in the Client Portal. How can we implement conditional mandatory field checks in the Client Portal?Contact Roles: Option to customise columns
When converting a Lead one of the pick lists is to select a Contact Role. I can not find where the values for the pick list for the Contact Lead are maintained. Answers in older posts don't match current screens. Once a Contact Role is selected, how isFetch Jobs from ServiceM8 and Create Leads in ZOHO CRM
Hi, I am trying to get all the jobs from ServiceM8 to create them in my ZOHO CRM Leads module through deluge using API. when I use the API like this response = invokeurl [ url : "https://api.servicem8.com/api_1.0/jobcontact.json" type : GET headers: header_mapConverting an Account to a Vendor
If I have accounts that really are not accounts but vendors how do I get them from my accounts to a vendor?How can I add Contact "Title" to the "Contact Roles" list inside the "Deals" page?
When I am looking at deals I'd like to see the Contact's title. How can I add the Contact's "Title" to the "Contact Roles" list inside the "Deals" page? Thanks TedDowngrading within a yearly subscription
How do you treat billing if someone downgrades from a paid plan to a free plan before the annual time has elapsed? Thank you.Are SPAM records troubling you? Include reCAPTCHA in your webforms
What is a reCAPTCHA? reCAPTCHA is a test to identify whether a visitor on a webpage is a human or a bot. Adding reCAPTCHA to your webform prevents fraudulent submissions from bots and spam services. There are various types of reCAPTCHAs provided by Google, but Zoho CRM supports only reCAPTCHA V2 - "I am not a robot" checkbox. Learn more about Google's reCAPTCHA. Adding reCAPTCHA to your webforms Before adding recaptcha to a webform, the webpage must be registered with Google reCAPTCHA. Upon registration,Client Script $Crm.user.role returning undefined
Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.roleSetting up a 2 tier Reseller model so distribution accounts can have other partners associated
We are a software company and we now have a need to add another layer to our CRM account structure. I would like to understand the best practices for having a reseller partner account associated with a distributor account. I would like the distributorWorkflow triggered by a change by Schedule
I hope I'm wrong but it looks like if I have a Schedule to change some records, those changes will not trigger a Workflow that's supposed to be run when that field changes. Why would that be?Zoho not loading attachments
Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed"Kaizen #137 - Lead Conversion using Zoho CRM APIs
Leads represent potential sales opportunities sourced from various channels like trade shows, seminars, and marketing campaigns. When a Lead shows promise, you can convert them into Accounts, Contacts, and Deals. Imagine you have a Lead named Pat BoyleEmailing from CRM - That should be easy....
Hi there, i'm having struggles with Emails to be sent out of CRM. In the specific case right now i would like to send form and/or survey links but i found a lot of obstacles on the way: sending emails from ACCOUNTS module: this would be most common forEnquiry to job card conversion?
If you have an enquiry number only and in Zoho it has already been converted into a job, how do find out what the job number is?Custom CSS for Zoho CRM Team Bookings embeded widget
Hello, we are adding Zoho CRM Team Bookings (crm.zoho.com) in our public website. We know that we can change Theme Color, Font Color and Background Color: Zoho CRM Booking Styling But is it possible to change other CSS attributes e.g. Font Family, likeMultiple E-Mail addresses for contacts
Dear ZOHO Team, this is a problem for many, many ZOHO users for many, many years now - and, IMHO, would be so easy to solve: I have many contacts using multiple email addresses - but ZOHO seems only to be able to recognize a contact via ONE email address.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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