Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?
I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link that
Global Search Custom Field
I need to be able to search a custom field within a lookup field (see attached screenshot). The custom field will not glean any results
Add "Repeating" functionality to Calls
Tasks supports repeating tasks.... so why not calls. Phone calls need to be scheduled on a repeating basis for many salespeople. Then when they filter or report on PHONE CALL activity, they see calls, not tasks. It is not acceptable to have to schedule
Elevate email communications with Zia's Writing Assistant in Zoho CRM
Hello all, Zoho CRM now brings a comprehensive Writing Assistant powered by Zia, designed to help users write clear, concise, and polished texts, for sending emails in CRM. Why you need writing assistant Communicating effectively is critical in sales
Circuite fail because www.zohoapis.com:443 refuse conection
Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than with
Update multi-select lookup via API? Or allow for import of multi-select Lookups?
When will the ability to update a multi-select lookup via API be available? Also when will we be able to import a record with multi-select lookups? I understand a linking module can help with this, but linking modules in our scenario would only be used
customers enter orders?
Anyway we can let a customer into CRM and enter their own orders , no access to anything else except history reports, no access to any other contacts. Greg Aanes 2109 Queen Street Bellingha WA USA
Can I associate a lead with an account?
Hello, Can I associate a lead with an account? The only way I can do this at the moment is if I convert them from a lead. But we have a situation where we have multiple leads for one customer so I will need to see both leads when I am viewing this customer. Thanks. Jason
Condition in templates
Is it possible for me to add merge field conditionally in my templates. For example Dear ${Leads.Gender == "Male" ? "Sir" : "Ma"},
Group Sales Inbox with subfolders
I am looking for the most effective way to create a group inbox. I am exploring Zoho coming from a CRM where we have a group sales inbox, which is divided into 3 subfolders depending on which language the sender is sending the mail to. We have an English, Spanish and French email address where,each message is going to one of the subfolders in the main sales inbox. I have only been using the Zoho system for a few days and am trying to set it up the most appropriately and would like to know how this
Get a realistic picture of your revenue with Forecast Adjustments in Zoho CRM
#crm25q1 Dear Customers, We hope you're doing well! Today, we're here with an important enhancement for business decision makers: forecast adjustments. Let's get straight to it! With technology on the rise and CX at its core, businesses are constantly
Verify email addresses to be eligible to use BCC dropbox
Dear Customers, We hope you're well! Zoho CRM allows various modes of email correspondences for various purposes. A user can integrate their email address with Zoho CRM using the IMAP/ POP3 protocols to sync their mailbox with the CRM, the admin can integrate
How can I edit the Picklist History?
I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Subform Lookup field showError doesn't clear in Client Script
I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.
Duplicate Contact Records in Zoho CRM
Hi team, Has anyone experienced an issue in Zoho CRM where contact records are suddenly being duplicated? I noticed today that some of our existing records appear to have been added again as new contacts earlier this morning. Appreciate any insights or
Can Client generate Sales Order by himself?
My business primarily operates in the B2B sector, and I've observed that my sales team and I spend an excessive amount of time obtaining sales orders from our customers. This is particularly relevant in a product-based business with multiple SKUs. I am
Count the NUMBER of Contacts for an Account automatically
Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,
Is there a notification API when a new note is addeding
Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?
Custom Related List anchor tag with tel protocol
The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho support
Invalid Emails in CRM
Is there a way to get a report or create a view that shows all email addresses that are invalid for any reason? I keep coming across them and want to ensure that they are flagged with users to update. This is on a custom module.
Associating an Email from CRM Email Parser to Contact Record via Function
Is it possible to create a custom function that will associate email records from zCRM's Email Parser functionality to a contact record where specific fields match? Our use-case is that we have service providers using third-party event booking systems
Strategy influencer in Zoho CRM now shows personalized prescriptions
Dear Customers, We hope you're well! We are here with an enhancement that will help add direction to your business' growth: Dynamic prescriptions for users. As you might know, Strategy influencer is an AI-powered dashboard that will prescribe strategies
Disable Subform Actions using Client Script Add Row, Edit, Delete
Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client Script
Kaizen #182 - Queries in Canvas List View
Hello everyone! Welcome to another week of Kaizen! We're back with another post in this series on Queries in Canvas List View. Queries in Zoho CRM allow you to dynamically retrieve data from CRM as well as third-party services directly within the CRM
field is not saving on lead
Hi, Not sure what i changed but on edit in a lead, i am inputting details and its not saving. just highlights it in yellow with no error message.
Function to check frequency of customer ordering patterns
Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude
Conexão de Meta Ads - A busca pelo Cálculo do ROI
A empresa onde trabalho está em busca de calcular melhor o retorno sobre o investimento de das suas campanhas do Meta Ads. A zoho junto com a Google fez um excelente trabalho e disponibilizou o cálculo desse retorno de forma maestral com o dashboard abaixo.
Enable Filtering by Notes in Accounts & Other Modules
I noticed that we have the option to filter by notes in the Contacts module, which is great. However, in our company, we add notes specific to an Account, and currently, there's no option to filter Accounts with notes. Can this be enabled? It would also
A fresh interface and functionality improvements for Zoho CRM's data sharing settings
Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigating
How can I ensure that emails sent and received in my Policy module also appear in the associated Account module under "Emails" ?
I'm working with ZOHO CRM and I have separate Policy and Account modules. Currently, when I send or receive emails related to a policy, they are stored within the Policy module. However, I want these emails to also appear in the corresponding Account
Unparsable Date when hour side is 02
So this is a crazy error I am getting. I got this one 1-2 years ago as well, and specifically added conditional clauses to workaround that. But now I would like to create a topic and see if anyone else is getting this error. Here is how it goes: We have
Custom module system name
Is there a way to define custom module system name? Currently it's something like `CustomModuleX` This is different to API name or display name.
There is no opton to download the Active User list in Zoho CRM Of users
There is no opton to download the Active User list in Zoho CRM of Users
Rejected Accounts still listed for Deal
Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys help
Work Flow Rule by Updated Field Not Triggering.
We have a work flow rule that triggers when we change the owner of a lead. It sends an email to our customer services to let them know who has been given the lead. If we edit each lead individually then it works but if we mass change owner from a lead veiw then then rule isn't triggered.. Why is this and am I missing something here? Chris
Issue with Zoho CRM DELUGE Search – No Results Returned
Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understand
Export data from Zoho CRM to MySQL database
Hi all, Has anyone been able to export the whole Zoho CRM Database to MySQL or any other database by using the Zoho API. So far all tools such as Skyvia, Devart, CData are failing to do the job for me, as they are exporting only the zoho crm modules.
users api
Hello, I'm using the following in a custom script: response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/users?type=AdminUsers" type :GET connection:"zohocrm_users_read" ]; It successfully returns some user data BUT not all the fields listed here: https://www.zoho.com/crm/help/api/v2/users-examples.html#get-admin-user For example it returns "signature" for me, but not for all my other admin users, who all have a signature in place. Can you help please? Regards, Simon
Customization of "List Price" naming convention
Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etc
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