Zoho CRM Workflow Merge Tag For a File Upload
Hello, is there anyway to add a merge tag for a file upload field in Zoho CRM Workflow emails? I don't see it as an option in the drop down. Thanks, Hannah Moderation Update: I'm locking this post as a similar discussion is ongoing in the thread linkedCustom function daily limit and procedural programming
Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don'tStop automatic email linking to deals after it is closed lost or Won & Done?
How do I closed automatic linking of emails to deal which are closed or Won & Done? This is really important for us because sometimes if a new RFQ comes in the email is gets linked into an old deal which is lost or won and done.Mapping for date field from one module to another.
Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customerHow to customize the task reminder notification email
HI guys, I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated byMultiple contact email linking for a deal
How can I add multiple contacts to a deal to have their emails auto link to a deal. At the moment only one primary contact is available for a deal, but we work with manufacturing and power plants where multiple contacts are associated with a deal andAPI (v2) Search Criteria using CONCAT
With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional wayTasks are not visible or clickable anymore
Hi, We're facing problems with tasks connected to a module. As you can see, if we open for example an account record, all open and closed tasks are not visible anymore (only text 'undefined') and we can not click on those tasks. Do you know what isMerging Writer Titles
When merging from CRM into Writer, is there a way to add fields to the document header? This would be very helpful for saving. Is there a way to link the document automatically to the module?Log a Call Function
First, thank you for implementing the Log a Call function. It's been a frequent request on our team before we can adopt Zoho CRM, and this helps remove that. However, one small detail: the reason people wanted Log a Call was to quickly log a call's activity with the minimum effort possible. With the structure of the new Log a Call function, you have required several fields that are unnecessary for most people and that significantly slow down salespeople or CSRs in logging calls. Could you pleaseReport Builder: Create Detailed Email Report for Sent Sales Emails
I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a report which shows all emails sent in the past month by a particular account ownerBluerprints: How to connect the created record back?
I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!Difference: Linking Module Record vs. Subform Row with lookup
In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? WhenCustom CSS in Webform
When creating a webform in Zoho CRM, there are some limited WYSIWYG styling options, but no way to edit the CSS directly to fully customize the style of the form. I am aware that you can use the "source code" publishing option and edit the styles in yourView more than 10 members of a Campaign at a time?
First off, I am new to Zoho CRM so I may be missing something, but - I have several hundred contacts attached to a campaign, and on my "Campaign Details" page, I am seeing only ten of them listed with no option to show more than 10. For my immediate task I have several contacts that I need to delete from this campaign and it would be nice to see more than ten contacts, or be able to remove more than one at a time. Long-term, I am guessing that at some point I will need to produce a list of everyoneLookup Fields - Needs more than 5 Link
The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideallyEnhanced Placeholder Preview for Templates
Hi, When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While these placeholders are useful, it is not always clear what each field represents,View details about when/how a contact was added to a campaign
Is it possible to see who added a contact to a campaign in Zoho CRM, and when? In Salesforce there is a 'Campaign Member' object/module, which is a junction between the campaign and the contact. This enables you to see these kinds of details. I wouldAllow Zoho CRM access in firewall
I will set up CRM users to access the VPN and access it via the CRM app or mobile web browser. Please let me know what FQDN, IP, etc. I need to add (login, CRM access, etc.) to access CRM without any problems (EX) *.zoho.com )Quick editing of fields in a report view...
I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report soFunction for SUM of two currency fields in Deals to be populated in third currency field
In the Deals module I want to use a function to SUM the CAAS_Subscription currency field and the MDO_Subscription currency field and populate the total in the Total_Subscription_Revenue fieldintegrating Zoho CRM vendors with Zoho projects
In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.Allow standard layout to be used/edited as a starting point for canvas
Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,Parsing Emails to save attachments
Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?Change Default Coutry in country field
Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...How to add the time duration for scheldule call
Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time durationAlter a system defined field from a 'single line' into a picklist
Hello, I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?Kaizen #60 - Get Records, Search Records, Query and Bulk Read APIs
Hi everyone.. Welcome back! In this post, we will discuss when to use Get Records, Search Records, Query, and Bulk Read APIs to fetch records. Please note that the information in the article holds true for version 3 of Zoho CRM APIs. Get Records API TheFunction not working if more then 1 Record is selected
Hi there! I have a function like this: string button.PCS_TempDruck_Rechnungen(string Modul, int ID) { //Do some stuff here return "finish" } I linked this function to a button in the List View and Mass/Multi-Action of the Quote Module. Arguments: ModuleUnable to delete Junk Lead and Not Qualified from the Lead Status field
Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.Free user licenses across all Portal user types
Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and exploreLength of Call
Whenever we place a call from the CRM and we click to log it, the duration / length is not automatically populated. Can you set this up to occur? Thanks!OAuth with Bubble.io API Connector does not work although it is working in Postman
Hi, I am new to API programming but have successfully connected Google and Asana with the Bubble.io API connector. Also I have setup Postman and can access Zoho APIs successfully e.g. Projects. Scope used is: ZohoProjects.tasks.CREATE ZohoProjects.tasks.READNotes from Custom Modules linked to Account Modules
The way our ZOHO CRM is set up at the moment, whenever a note is entered under a Task or Event the note is visible under both the Task or Event as well as in the notes section under the Account the Task or Event is associated or related to. I have a coupleStorage Space Issue
I made a few Header templates in the CRM email that adds some fields ( 2 fields to be exact ) to the subject line, however I ran out of "storage Space" when I need to add it to 3 more members of my team. How do I solve this ? If I need to upgrade , whichServer responds internal server error when requesting token
I am trying to request for token through this url https://accounts.zoho.com/oauth/v2/token I use postman to do this, but everytime I send a request it gives me a 500 response with no messages in it. Below is the screenshot of what i am trying to do. PLeaseZoho CRM v2.1 deprecation or sunset plans ?
Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by whenMove data from any fields or upload files to the attachment section in Deluge.
LeadId = 4857358000014515001; resp = zoho.crm.getRecordById("Leads",LeadId); file = resp.get("Upload_Test"); filelist = List(); if(file != null) { file_Id = resp.get("Upload_Test").get(0).get("file_Id"); getFile = invokeurl [ url :"https://www.zohoapis.com/crm/v7/files?id="How to shortlist a lead's open tasks in ascending or descending order, close all open tasks from oldest to newest, and create new tasks using Deluge?
//LeadId = 4857358000014515001; optionalMp = Map(); optionalMp.put("sort_by","Due_Date"); optionalMp.put("sort_order","asc"); related_tasks = zoho.crm.getRelatedRecords("Tasks","Leads",LeadId,1,200,optionalMp); for each task in related_tasks { // infoNext Page
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Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
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Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toChanging field types
Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. ThanksCan I use a Standalone CRM Function as the Callback URL For Async Export Data API?
I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which canHTML Tags added to Reports with Notes
Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.
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Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and features
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