can't use Copy Customization due to Multiple Currencies
I am trying to use 'Copy Customization' feature, but unfortunately it can not be initiated because it has multiple currencies I assume this is because two CRM has two different currencies. the Source Account uses IDR (Indonesian Rupiah) and the targetCRM / Books Integration
I'm currently setting up sync of products between CRM and Books. Why does the "Rate" price in Books sync the "Unit Price" from CRM? Unit Price is the product price before Price Books are applied so surely it should sync to the Purchase Price in BookSalesIQ for email link tracking
Hello, I setup email inside Zoho CRM so i can track if emails are opened and if links are clicked. This works perfectly. However, there is a way, using SalesIQ (apparently), to know what the person clicking the link did on the website (e.g : analyticsImporting Purchase Orders in Zoho CRM
Hello! I'm trying to import Purchase Orders in my Zoho CRM from a csv template using the Data Migration Import tool. (Selecting Zoho CRM migration). I've read the documentation and some other posts in here about the formatting and how you need to importZoho Workflow does not work since 2 week ...
Hi everyone, I have a workflow in the CRM which : - when a person complete a form (zoho form), a lead is created and a tag "Form Site Web" is added - when a lead is created or edited, if tag = Form Site Web, then - send an email As you can see in theStage Charts not working?
Anyone else have this issue where stage charts don't work as advertised? Tried playing around with this for awhile, but no luck: Before it looked like this:Add matrix-like component to Zoho CRM dashboard
Hi, We store and keep track of all our prospects in Zoho CRM. I've built a dashboard in Zoho CRM to monitor our sales results. Every prospect gets assigned two consultants: a main consultant, and a second consultant, as defined in two fields (consultantFunction to get & update Price Book discounts
I want to access the discount levels using the following function. It shows the price book fields correctly, but doesn't show the discount info or the associated products info. PriceBookData = zoho.crm.getRecordById("PriceBooks", input.PriceBookID); infoAutomatically Update Potental(Deals) amount from Estimates
Hello! I need to have Zoho CRM automatically update the Potential(Deals Module) Job amount when an Estimate is created in Zoho Books with the total amount of the estimate. I have been tinkering with the automation and coding but I am having difficulties getting it to work. I've scoured the references online and I cannot seem to get it to work. Is this possible with automation and Deluge? I'm having difficulties with the Deluge language. Can anyone help explain how one would accomplish this taskIntroducing Zoho CRM's all new email configuration
Last modified on May 23, 2024: Moderation Date—Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to theProduct_Details causing error when using createRecord
I am trying to setup a function to generate a Quote document from the information provided by a Deal document. However I can not seem to figure out how to format the map for the product details properly. The error received: Function executed successfullyTasks created in Zoho CRM do not show up in Zoho Projects..
I'm new to Zoho and trying to see if using CRM and Projects will help with our construction projects. I understand what I'm wanting to do is a basic function but somehow I can't get it to work. I have Zoho CRM and Zoho Projects integrated. I can createCan I automate duplicate merging
We have an issue of duplicate Accounts in our CRM. I'm sure this is familiar to everyone. Every once in a while I go in and manually merge the duplicate. Is there a way to automate this?CRM function to download file from File Upload field
If a file has been uploaded into a File Upload field, is there a way to download it? I found this in relation to Creator: URL format to download a file A file stored in the file upload file can be downloaded using the following URL: https://<domain>/<account_owner_name>/<appLinkName>/<reportLinkName>/<fieldLinkName>/download/<fileName>How to autocomplete a task
So, I have an approval process that automatically assigns a task to somone to review a lead before it's converted, but when they complete the task and finish the approval, the task isn't auto completed. Is there a function or something I can add so thatGive permission to cdata to view records from Zoho
Hi, I am a bit a loss here, I tried to retrive data from Zoho CRM with CData using my zoho admin account, but I encounter an error stating that I do not have permissions to access the records. How do I give permissions to CData to access the records thatIs it any possible to disable/hide the add row option of subform in CRM.
Hello Team, Is it any possible to disable/hide the add row option of subform in CRM.CRM feature request - insert images directly into the body of Notes section (not as attachment)
I'm wondering if it's possible to integrate adding images into the body of the notes in the CRM. We heavily use the notes feature to manage every time we touch base with a client, and when I record the interaction, sometimes a picture is relevant to getUsers don't have access to WhatsApp chats
Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.Where are my sticky notes
HOw to recover sticky notes.WhatsApp Accounts is not showing when trying to integrate in zoho CMR
Hello, so we wanted to integrate our Whatsapp Business Account in zoho CMR. Our Meta BM is verified, and the WBC is added to Accounts, but still Zoho CMR is not seeing it. Don't take in consideration the account that appears because it's a tentative tryCustomized profit and loss
Is there any option to view profit and loss filtered by reporting tags?Sync your CRM Tasks with Zoho Projects
Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,Leads Converting to Deals Issue
Hello, I am trying to have my leads convert to deals. In leads, I have the contact look up required, so I do not need any name field in leads. However it says last name is a field that cannot even be modified, the settings dots are greyed out and cannotTimesheet option in zoho crm
Timesheet recording is very crucial for every business to keep a better track on their processing team so that they can understand exactly on which job their team is spending most of the time. Over the pas few years zoho crm has made signification improvementsFeature Request: Send Email to multiple emails as group email
Hi, Currently, When using the send email action (Via Workflows, Blueprint etc.), The emails are sent to each recipient separately. Do you plan on adding a feature to send automatic emails to multiple emails as a group email?Automate Capitalize first word for all fields in a module
Hello! I am looking for some way to automate everything someone records a contact (module). Even if it's being recorded in all lowercase letters, the contact will be visible as the first letter of each word in uppercase. Any suggestions?Notes from one module to another
I have a module called "Potentials" which when the status changed to "Closed-Won" will be automatically converted in to a "Patient" (Custom module) using a custom function. I need to move the notes from the "Potentials" record to be moved to "Patient"Timesheet option in zoho crm
Recording a timesheet against a job is very crucial for every business because it will help them in billing the client accordingly and also it keeps a track on how much time a user is exactly taking in marking the job as cloed. Currently in crm thereCustom View Row Limit?
Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.Converted Leads are not counted in Dashboard Components!?
Take a lead component like this: This is always inaccurate because no lead components in the dashboards appear to include converted leads. So even a "Leads Aquired this Month" isn't accurate. It's crazy! This particular component does a comparison againstRemove edit rights after a Deal is closed
Hi, Is there any way in which I can remove the rights to edit a Deal from "Potentials" tab for users after the Deal reaches "Closed Won/Lost" stage? Thank you!How to enter several contacts into the same DEAL
We use to manage groups after the deal has become done, but there not exist a fluence way to enter all those persons or at least, I don’t know. Have tried throught the "contact roles” but I need to make several steps just to enter 1 contact. I’m sureFilter API
Hi, I gave my supplier an API so he could send me leads directly to the CRM, now the supplier wants also to see what is the status of the lead by API. How can i give him an API so he could get only his leads and not other leads in the module ? ThanksZoho CRM Reports Aggregate Column Sum Missing
Hello, In two out of three custom modules in our organization's CRM, the aggregate column for reporting does not show the "sum" feature (image below). I'm not sure what the case, but the reports are generated the same way in that there are no other parents/childrenCustom Function that checks created Lead exists as a Contact
Hi Here is a neat Custom Function that check a created lead to see if a Contact already exists in CRM for the First Name, Last Name and Email. Before adding the code create a notes single line field and add it to the Leads module. Name the field 'Contact Check'. When creating the custom function don't forget to click 'Edit Arguments' and add 'leadId' and map it to the 'Lead Id' field. Here is the Custom Function to add: leadid_str = leadId.toString(); leadDetails = zoho.crm._getRecordById("Leads",leadId);Canvas Layout Explanations?
Where can I find explanations on how to understand the guides shown in canvas when you move things around? I spend MOST of my time trying to get sections to align properly when the screen size changes. An explanation of best practices for layout wouldIntegration Request: Elementor
Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run intoUpadte field using validation rule function
Hi, i am trying to format phone field using validation rule, code works in workflow rule (tested), but i need to make this work inside validation rule function, since i already have tons of automation on workflow rule, and i would have problems if thisUpdate on Links in Portals?
There was talk that Zoho was going to implement external links and buttons into Portals. Some buttons linking to external websites and Google Maps would be great. Any idea when this is happening? Also, it would be great if there was a general text fieldNext Page
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Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions HelloUI 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.
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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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