Kaizen #121 : Customize List Views using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and IsOrganize related lists based on layout.....
....it would be nice if you could organize the related lists when looking at a record based on layouts. Our related lists are out of control right now. Its cumbersome to scroll through lists not related to the layout you are looking at.Font Size 11 - Zoho CRM Email Templates
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM emailCRM - Is it possible to allow a customer to edit all contacts under their account via a portal
Hi, I am a new Zoho CRM user, checking out its potential. I have created accounts that have multiple contacts associated with them. I want to allow one person to be able to update the details for *every* contact under their account. Is this possible?Append tags to records on import
Dear Customers, We hope you're well! Tags in Zoho CRM are humble labels you can earmark your records with for quick classification and recognition. You can tag records one by one when you have only a few records to update; you can automate tagging whenWhat is the difference between Sending Files for signature using Zoho Sign or Zoho Mail Merge in Zoho CRM?
Hello ZOHO's Community, I'm using Zoho CRM in our company to build a system to facilitate our operation procedures, the usage of implementing CRM is smooth until now but i faced a challenge while creating generated PDFs by reading data from CRM's modules,Moving Average in Zoho CRM Analytics
Is there any way to setup moving Average component to use in Managers Home in Zoho CRM? I know I can do that no problem with Zoho Analytics but it would be great to see such information on the home page of Zoho CRM. Is there any way I can do that or doSet Validation For Quotes On Conversion To Sales Orders
I have a bit of a doozy here. We have 2 fields in our Quote module that aren't required for the quote to be saved (and can't be required fields) however they are required fields on the Sales Order once the quote is converted. Our challenge is that onceCOQL datetime filtering
Have module in Sandbox, which I need to fetch with datetime filtering. Using COQL, but having error and I sure did all wright but its not work. What did I wrong queryMap = Map(); queryMap.put("select_query","select id,rate from Rates where Partner = "Can I map two module at a time?
Hello everyone, Can I pick emails from my two modules and then inserting a new module? An example could be: I have a module called Customers where I listed all of my customers data. I have different module called Sells where I store all my sells data.Accepting Event from Outlook Client
I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts itUnanounced canvas modification
Hi all, I am using a canvas template (from Zoho) for my accounts in the CRM. Since yesterday, the buttons on the Attachments module, allowing me to download or delete an attached document, is gone. It already happened a few months ago with some otherNotes Field
I would like to able to migrate Notes module in our 'Intake' module to notes in our Matters module.Import data into Multi-Select lookup field from CSV/Excel
How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup fieldProblem with importing contacts and associating tags
When I try and bulk update existing contacts by importing an Excel file. On the final step, there is a prompt to associate a tag to the import. The problem comes in that when I choose a new tag, the new tag replaces the existing tags. I don't want this,Need to email multiple contacts associated with a deal
We sell to schools, so the main buyer will be the contact associated with the deal, but all the teachers are the end users who I have listed as contact roles on each deal. We cannot figure out how to email all the end users for a deal. They need to knowSend mails to every email address in a subform
Using zoho crm I have created a custom module that has a subform to look up and select various contacts in a group. I need a solution that would help to send separate email notifications to the different members in the sub form. The issue: - The basicAnnouncing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,Stage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?create contact from deal - and when its updated , not to creat a new one
when i make a new deal . the aoutomation makes a new contact i want to update the deal and the contact , without makeing a new one ...Delay Function
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,invalid_client error.
Hi, I am getting invalid client error while fetching Access token from grant token.Search API not working - returns 204 for existing lead
Hi, I'm trying to run query https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Linkedin_URL:starts_with:/dmitry-dubovets-1a70ba51)) But always getting 204 status code. This lead definitely exists https://crm.zoho.com/crm/org735550303/tab/Leads/Email Address for Contact not Populating
When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?INVALID_MODULE for Custom Function
Hello, I am trying to run a simple custom function in the Projects module. I would like to update the name of a project based on some settings on the record. However, when I try to use zoho.crm.updateRecord("Projects",Id,updateMap); I get this error.How to pull lookup field from one module to another
Hi there, I want to be able to pull the deals field which is a lookup field from one module to another, which in this case i want to pull from the module purchase orders to Sample/product. either through workflow or client script, whichever is easierRestoring records from the recycle bin programatically
Background I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. The process is mostly complete, right now I'm just working on handling a few edge cases to ensure data integrity.Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,Cross-modular views that are "actionable"
Here's my dilemma; I have companies classified by business sectors in their module. Then I have contacts grouped by function and decision-making level. Let's say I want to email-merge a template to all primary decision makers in companies that operateClient 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! CommandsWhy wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before acceptingKaizen #161: Global Sets using Zoho CRM APIs
Hello all! In this week, we will see how to work on the Global Sets using our Zoho CRM APIs. Global Picklist APIs were introduced in Zoho CRM API version 6. In this post, we will cover the following Global Sets in Zoho CRM Advantages of the Global SetsTasks and Tickets - Unified View
Is there any way I can combine the lists of Desk Tickets and CRM Tasks into one place where I can view everything assigned to me in a consolidated manner? I'd even be fine with the two lists still being separate, but on one single screen.Auto number Field Behavior
Hi, I've been using auto number fields in some modules and always struggle with some limitation, so I would like to check if someone can confirm this. Imagine I have an auto number setup with a prefix containing the year in double digits {YY} and theDate not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',Zoho CRM Calendar View
Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we chooseClosing an Event
It appears that an Event cannot be marked as closed, but can only be edited or deleted. Is that correct, and if so why? I like to keep track of my completed meetings, so would nice to see all such meetings in the Closed section. David Shalev | Chief RevenueHow to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thishow to get access all leads from zoho crm
i want api code or documention to get all zoho crm leads , insert and update using api codetwo accounts
Hello, I have 2 companies . Now I use zoho products for one company Vip communication SNC. Questions is : How I can use zoho for two companies from one admin panel but pay for zoho for 2 different invoice ? ThanksNext Page
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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 AccessDirectly 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 relevantAnnouncing 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 otherRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileRebrand 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 elated
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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 otherKaizen #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?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
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