New to Zia's call intelligence: Quickly identify important keywords from call transcripts
Dear customers, For most businesses, calls are an effective way of communicating with customers, partners, vendors, prospects, or others. Accordingly, we recently introduced the Call Transcription feature and extended Zia's intelligence capabilities to
PDF Templates for non-inventory modules
Hi, With the new limitations in mail merge, it poped up something i asked about 4 years ago. Some of my clients use mail merge only because the PDF templates are not available to non-inventory modules. if it is possible to enable to in other modules,
Error when attempting to add an item to a related list in Contacts
Hi, In our contacts layout we have created a Lookup field called "Trusted" to allow users to link other contacts to main contact. I need to add items to this list for any given contact via the REST API. I've been following the article https://help.zoho.com/portal/en/community/topic/kaizen-48-related-lists-and-related-records-api
Connect Error
My emails are supposed to be shared with my co-workers and all the settings are accurately set, but they cannot access my emails. When I check the settings page, it says CONNECT ERROR. I cannot figure out how to fix this.
Lead conversion, field mapping and deal conversion
Hi, we are new users of Zoho One and are trying to get on par with easier/lighter customizations & workflows. Case 1: When we convert lead to account (using the convert button) we want to set the account type to "Prospect" - how do I setup this workflow?
Is it possible to make Functions to take in Map or List as parameters in CRM?
I'd like to to create some standalone custom functions to allow me to manipulate data. I'd like to take in List or Map variables as parameters. I want to use REST API to send some List or Map variables to those functions. Currently in the Function editor,
Renaming the Services and Appointments module
Hello, I was able to rename the Deals and Accounts modules, but I can't seem to rename the Services and Appointments modules. How do I do that? Thank you!
API name of aggregated fields
Hi, I would like to change the value of an aggregated field and move this to a Writer document. Though I'm not able to find API names. Does that mean, that this is not possible? Best Dina
[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancements
I receive a monthly invoice and cannot assign it
Hi team, I receive a monthly invoice and cannot assign it. The amount is €10.71. Can you tell me what this is for and stop the payments immediately? Thank you a lot!
Personalized templates, automated WhatsApp messages, and more
Hello customers, We're thrilled to share some exciting enhancements to our WhatsApp Business integration with Zoho CRM: You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilities
Enhancing Zia's Churn Prediction with descriptive reasoning and usage data
Dear all, We're excited to announce a couple of major enhancements to the Zia Churn Prediction feature: descriptive reasoning and the inclusion of data usage. Before we discuss the improvements, here's a quick recap of what Zia Churn Prediction is all
How to remove the "Send Email" button from any crm module when the record is awaiting approval?
I need to remove the Send Email Button from any custom or standard module Moderation Update: There are two different feature requests discussed in the post. 1) Hide 'Send Mail' button when the user's Profile permission for sending emails is disabled.
Error when trying to get crm record
Usinf the CRM API, I'm trying to pull a record from our CRM by getRecordById, but I'm getting the following error: No 'Access-Control-Allow-Origin' header is present on the requested resource. Origin 'https://www.w3schools.com' is therefore not allowed access. The full code can be found here: https://www.w3schools.com/code/tryit.asp?filename=FDFWZRMENMHV Appreciate your help with this.
Change Campaign Member Status Options
We have the Eventbrite extension linked to our Zoho CRM account, and the data from this shows up in the the Campaigns Module. Each contact in these Eventbrite campaigns is automatically listed as 'Attending' in the Campaign Member Status. I would like
Font keeps changing in emails
Is there a way to set a permanent default font in emails (specifically email signatures)? We spent hours setting them all up (templates, email sigs etc) and they seem to randomly send in different fonts. Usually Times New Roman, we set everything up in
Permissions based on fields data
Hello, I don't think it's possible to set up permissions and/or share rules based on records' fields values. Is this something being considered to implement? Regards, Moderation Update: The condition-based Data Sharing Rules is available. Announcement
Changing a customer currency which is different to company base currency
I am trying to change the currency for a customer which is different to our company base currency. When I attempt to select the drop-down in the customer profile when editing, this is greyed out and I am unable to select anything else. Kindly advise as
Zoho Forms not linking to Portal
I have a Portals page/module set up with a link to a Form. However the CRM Search bar in the form is blanked out and doesn't search or even allow typing into it. The form is set to Public.
Data mismatch error when running custom function to update field in Deals module
I keep getting an error message: Failed to execute function Data type of the argument of the function '754' did not match the required data type of '[BIGINT]' Line Number:XX I'm trying to covert a currency field value to a text field string that includes
Middle Names
I don't understand why Zoho has not included a filed for middle names. This is standard in the U.S. and required for many legal documents which we use in my office. Please add this feature it is very basic and there is no reason to exclude it.
How to change User Role
Hello! I am the primary administrator for our company's CRM. When I opened our Zoho account, it automatically marked me as CEO. However, I am not the CEO! How can I change this in my profile? Thank you.
Outlook 365 Zoho Calendar Meeting to Zoho CRM Contact Record
Hi I have integrated a two-way sync between Outlook 365 Calendar and Zoho. I currently testing the integration - I am operating with Outlook 365 Calendar, and I create a meeting within Zoho calendar in my Outlook. I invite a synced contact (Dr Loopy Test
Feature should be added - WhatsApp templates in Zoho CRM
Hello Support, I started using WhatsApp in Zoho CRM but I found that templates are used only for workflow-rules, I used to use WhatsApp in Zoho Desk and this feature is available (picture attached). You may suggest using Predefined Text feature, although
Dates to Exclude Leap Year
Hi there community, The following formula correctly calculates the number of days between two dates within a subform of my custom module: Datecomp(${Aircraft Rating.To},${Aircraft Rating.From})/1440 The problem is if the number of days between these two
Signals do not work for custom modules.
When we send emails to records in a custom module, we do not get any notifications/Signals for when these emails are opened/interacted with. We are only getting notifications for records in standard modules. Can we change the behavior to include notifications
#Zoho CRM - Searching Records with Multiple Criteria
Hi, I am using ZohoCRM searchRecords() function to filter my records in the CONTACTS module. The criteria of my scenario is fetch the list of records whose account name is matched with the given Account Name and also email fields should match the given
Creation of CMDB using Zoho CRM
Hi Everyone, pretty new to this forum, and new to Zoho CRM. Just wondering if anyone has tried to setup a CMDB (ITIL SACM term) in Zoho CRM. It appears you can setup custom modules that you might be able to turn into a CMDB, but i am not 100 percent sure.
Get file contents off a file upload field
Hi I have been struggling with getting uploaded file contents in ZOHO CRM using DELUGE. I have a custom module that has a file upload field were users should upload an XML file I have been able to retrieve the URL of the file but not the contents. There
Default value of subform
Hi , I suggest that CRM allow us preset default value of the subform. In our business, most of time we need two product to be added into product details. It will be great if we can preset default value for subform. Note: I know client script can achieve
Call scheduling based on the lead creation date & time
Hi all! I am trying to create a custom function, that will schedule a call for the next 30 mins once the lead is created and if the lead is created after 6:30 P.m., it should be automatically scheduled for the next day at 10 AM. It will be more helpful
Create a conversion rate insight
I've been trying (without success) to create an insight in the analytics module of CRM to show me the conversion rate of deals in the pipeline (ideally by stage but at worse just an overall rate). I've found several posts but they are all old and (perhaps
Field of Lookup - 5 Field Association Limit.
This query relates to the post at: https://help.zoho.com/portal/en/community/topic/introducing-the-field-of-lookup-in-crm-public-early-access-2023 My simple (and common) scenario: I select an account / customer lookup and want their address pulled into
Has Zoho abandoned the support live chat feature on CRM?
I used to be able to get through to support chat about 4 out of 5 times I tried. In the past 6 months, I have probably tried 15 times and not a single time have I been able to get through to a person. I know sometimes it can get busy, but 15 attempts
CPQ rules are now supported for custom sub-forms and custom modules in Zoho CRM.
Hello everyone! We are elated to inform you that CPQ's capabilities have been extended beyond the default Quotes module to all inventory modules across CRM as well as custom modules. Besides this, CPQ rules can now be run on custom sub-forms in a record.
"Invalid Scope" in the console when creating a Self-Client for a CRM
I have a sandbox CRM thingy and I need to code a rest api that will send Records and store them in a module OC-Member. For the scope in the Self-Client, when I use ZohoCRM.settings.ALL or ZohoCRM.modules.all, it works. However, when I try to use the custom
Parallel and multiple transitions limits?
Hello, I'm setting up my 3 Blueprints available for my PROFESSIONAL EDITION but since i know there are limitation for the 10 transition per Blueprint project, i have found nothing about parallel and multiple transitions limits. Can anyone enlighten me
How to downgrade from trial to the free licence
Hi! I'm trying out Zoho CRM but all I need is to see if the FREE version (the one with limited features and limited to 10 users) is enough for me, but after signing in I now have the Entreprise version in a 15 days trial. I really don't want to work in
Zoho CRM - Function to Autofill a Field based on multiple data sources
We're using the Invoices module in Zoho CRM which we're storing two sets of data that we want to autofill on Invoice create/edit. Because there's two fields we can't use the Autonumber, but we're also trying to do something a little more advanced and
How to upload attachment from NodeJs function in CRM?
Hi, I want to upload attachment from NodeJS function to custom module. Following instructions from https://www.zoho.com/crm/developer/docs/serverless-architecture/nodejs-scripting.html I was able to create, update and get a record from custom module.
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