CRM Dashboard upgrades: Dashboard Locking, Display large numbers in shortened form, and additional display of record count in KPIs
Availability For new sign-ups Available for Standard edition and above in all data centers For existing orgs Available for Standard and Professional editions in all data centers Available for Enterprise edition in AU, JP, and CN data centers. This isBulk Read Related Records
Hi all, My company is working with Power BI for its analytics and as we analyze the contacts within the campaigns, we need via API to have an access to a bulk read on related Records. Is it possible ? I mean through the cvid of a view, can i get all relatedAuto Field Population
I'm trying to automatically populate certain fields when another field gets populated. We have a service module that contains a customer number field. What I'm trying to do is once that field is populated I need other fields automatically populated. ThatCRM Expert to freelance in our area?
Looking for a local Zoho expert and trainer to help us move over from our 30 year old Goldmine CRM to Zoho, is there any in the Calgary area who would like to freelance for us? Thanks KenData conversion from Goldmine dBase. Anyone done this successfully?
As a potential new user of Zoho CRM, I am wondering if anyone has converted complete data successfully from Goldmine dBase version to Zoho. It seems because of the way Goldmine stores data makes it more challenging. In searching old forum posts, it seems the question has been asked before on how to do it, but there was never really a resolution. I can easily export just the pure contact information, but the historical as well as pending activities are what seem to be a problem. Thanks in advanceZoho Webform => Zoho CRM
Scenario: => Creating a Contact Layout say "Contact Customized" => There is a field called "Company Website" in the "Contact Customized" layout for obtaining the company website => This field is of type URL => I am Creating a webform mapping to "ContactCounting Checked Checkboxes...
I have 5 check boxes, Monday through Friday. I have a Formula field I want to use to show how many of those check boxes are checked. I have tried variations of formulas that I believe should work, but I keep getting syntax errors. IF(${Attendance.Monday}=='true',1,0)+IF(${Attendance.Tuesday}=='true',1,0)+IF(${Attendance.Wednesday}=='true',1,0)+IF(${Attendance.Thursday}=='true',1,0)+IF(${Attendance.Friday}=='true',1,0)Trying to figure out IF statements...
Trying to learn formulas and having syntax errors for the formula below: IF(${Attendance.Medicaid Level} == 1, 61.49, IF(${Attendance.Medicaid Level} == 2, 76.86, 0)) Basically, if field Medicaid Level is 1 or 2, enter 61.49 or 76.86 respectively. AnyMultiline Rich Text Field truncates when used in a Related List
Hi all I am trying to use a Multiline Rich Text Field in a custom module to display note type information in a related custom module. It appears that there is some character limit (around 500) that limits the display of the field content as compared toCRM Automation date updates
In creating workflows I also created a custom field in accounts. This custom field should be set by execution date. What I want is when a field status is changed in accounts this field is populated with the execution date...but it does not work. ThisKaizen #144 - Assigning values to different field types using Zoho CRM SDKs - Part II
Welcome to another week of our Kaizen series! In our last week's Kaizen post, we explored the various field types in Zoho CRM and their typical uses. We also discussed the utility of our SDK sample codes available in our GitHub repositories and how theyfree edition - web to lead form -email not notification
I am a consultant and was introducing zoho to my smb clients by integrating thier web site with web to lead forms until I found out the web to lead form in the free edition does not support email notification! Anyone in sales will tell you that the lead must be promptly followed up. Having leads sit in crm is not going to work - unless your users are sitting in front of thier zoho crm account - which they are definetly not! I am now pulling zoho integration out of a half dozen accounts dueHow to create zoho books contact from zoho crm custom function
Hi. I am trying to create a zoho books customer from a zoho crm custom function. I got it working, but it doesn't add in the contact information section (screenshot attached), just the billing or shipping address sections. I think i need to add a contactAdd a warning to a field inside a Blueprint Transition
Hey, is it possible to add a warning to a field inside a Blueprint Transition? For example: When a date is set over 2 weeks from now, show a warning.Xero Integration for Zoho CRM Extension- Latest release in 2024
🎊 Exciting news, Zoho Users 🤗 We're thrilled to announce the launch of the brand-new Xero Integration for Zoho CRM Extension, developed to seamlessly integrate your financial data with your customer relationship management (CRM) system-Zoho CRM. OurZoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.
All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building" or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,Problem with default value by using Bulk Write API
Hi guys, I have a problem with the bulk writing API. I have 2 modules. First module ("dataimport") is storing csv file uploads of users. The secound module ("Erzeugungsdaten") should store the data from those csv files. My goal is that each entry in "Erzeugungsdaten"Why do I have to republish a Cadence for it to continue working?
I have a cadence set up that uses a Custom View on the Contact module. The Cadence is set to send an email "Immediately after enrollment". However, suppose the Cadence has run through the first set of contacts, and I add another set with the correct criteria.Zoho CRM Finance integration - How to create Books Invoice linked to deal via API?
Currently, I have a client where I have set up the Zoho CRM Finance integration for their Zoho CRM. But I am looking into a way to create Zoho Book invoices that have the direct link to a Zoho CRM Deal, but through the Zoho CRM API or Zoho Books API?How to Create a Widget in a report in Zoho CRM?
Hello Team, We need to create a widget for a specific records in some report of Zoho CRM. can you please suggest a way to achieve it's. Thanks & Regards, Thisai Moorthy.Multiple vendors for same product
Hi, Relatively new to Zoho, so I figured I'd ask... Just wondering if there is an ability to link multiple vendors to the same product created in Zoho? We are a reseller who buys the same product from multiple vendors and they drop ship directly to ourEmail workflow trigger support Inventory module
Hi Zoho, Seems so far Email trigger workflow do not support inventory module. Is it possible to do that? Or is there any method that I can track inventory module email status?Zoho Bookings <> CRM integration
Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in thisHow to use COQL in Zoho CRM's Client script
Hi Community & Zoho Team, Can any one help me with the code for the below scenario. I need to get the records counts in Invoice module with applying two filters. 1) Mailing State = "Given State" 2) Invoice Date is Greater than "01-June-2024" I expectingOAUTH_SCOPE_MISMATCH when attempting to find CRM User Record
In my App, I want to look for records owned by a Zoho CRM user. Therefore, I am attempting to find the relevant CRM user details for the logged in Creator App user. The lookup I am using is: userEmail = thisapp.permissions.loginUserEmailid(); userDetailsTip #7: Create Unique Fields to avoid duplicate records
Hello everyone, We are back with a great tip for this week, yet again, on how you can maintain a clean CRM database. While it's a good thing to drive all your focus on putting Zoho CRM to its best use, it is equally important to maintain a clean, clutter-free system. Following our previous tip "Maintain a style sheet for a clean CRM database" here's another tip on how you can avoid duplicate records in your CRM database. Tip #7: Create Unique Fields to avoid duplicate records With multiple leadMass Update Contact Owner with Account Owner
We somehow managed to have a situation where we have many Contacts whose owner is different than the linked Account's Owner. I've been searching for an easy way to force a full cascade of all our Accounts' Owner values to replicate down to all Linked Contacts' Owner values. From my research it appears this can only be done with either a deluge script of by building a creator app. Is that correct? If so, can someone kindly supply a script to accomplish this? And explain how to execute said scriptHelp Needed with Creating Close % Reporting
Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.If I downgrade the number of users and I payed for 1 year plan would it credit it back to us?
Let's say I have 50 users and I already paid for the whole year. If I delete a user would it credit back to us the amount we paid for the year?Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingSecurity in zoho crm when using credit card info
Hi! In order to make online payments through zoho crm, I created a new kiosk with some input fields (card number, exp date, cvv ecc). Then, the information is sent (through an envokeURL function I created using API) to an external service that managesTrying to count number of records meeting certain criteria and write integer to custom field
I would like to count the number of records in "module1" meeting a certain set of criteria, then take that number of records and write to a custom field on "module2". Something along the lines of : SELECT * from module1 WHERE module1.phase = module2.phaseUser Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)
This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote The updated version uses client script insteadPOS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance.Can i integrate Xero with Zoho
Can i integrate Xero with Zoho, and is this available with the free package or the professional?Sending email to Lead owners about the leads at the EOD
I have tried creating a piece a code in which i need to send the lead count to the respective owners for the leads that are created today at the EOD. I am not able to retrieve all the leads as it is just showing one lead for each user even if there areHow to customize URLs to be dynamic in E-Mail Templates?
We want to setup E-Mails with specific URLs for every contact, but it is not allowed to use record variables in URLs in templates. Is there a workaround?Integrate Zoho CRM with Power Bi
I am needing to create a live access connection to a module, "Clients", in Zoho CRM. I would prefer not to use third party software at all. Up to now, I've been able to get an auth token, and I've created a connection, but neither of them seem to giveBug: openUrl() not working on Mobile App for "In-App Browser"
I've had a custom button for several years which opens a Zoho Form and populates it with data. This was ideal for mobile users, who used it to capture signatures and complete CRM Cases while in the field. This stopped working mid-May, the bug was reportedZoho CRM -> Books Integration - Problem with Managing Integration User
Hi, I have been using Zoho for the past three years, and my CRM and Books integration has been active from the start. I understand that Zoho CRM integration has recently been moved to the Zoho Finance Module, where Books, Expense, and other finance-relatedNext Page
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Announcements
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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Sticky Posts
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,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
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