Rodger's helpful scripting tips #1 - Variable naming convention
Hi everyone. I see many posts about scripting (deluge) issues and automation issues. At our business, we have developed many simple code snippets which I would like to share with you in the hopes that it helps you automate your businesses more to save
Add cover page to mail merged document (Writer)
I need to generate a single document from multiple CRM records, so I do a mail merge with a Writer template. Is there any way to automatically give this document a cover page? If you include the cover page in the template, it will of course be repeated
How do I customize the subject field picklist in the Tasks module based on logged in user role?
Hello, We are setting up Picklist options in the subject field in the Tasks module, but due to the volume of different task subjects needed by different departments, we'd like to be able to only display the ones relevant to the logged in user. Is there
Delete Field that is used in a Zoho Flow connection
I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
Capture Contact Name using email address
We use GMass to send multiple emails. Using Zapier, I am able to create new entries into a custom Module in Zoho CRM - Email Captures. What I need to do now is send the date and campaign ID from the new Module entries from Email Captures to the Contact
Adding an option to outcome of outgoing call
Is there a way to add an option to the "result outcome of outgoing call" activity? There is not an option to indicate that a message was left.
Zoho CRM and Zoho Books : merge accounts
Hello to the community, Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM. I'm trying to automate
Backing up emails for a deactivated user - please clarify conflicting info!
I have seen conflicting responses on this topic over the years and I want to confirm the right approach. I have an employee who left. Her IMAP configuration was active. I do not want to lose her email history. It appears from current help documents that
552, b'Your IP Address is blocked from further use.'
I suddenly got this while using SMTP to send emails
Function to dynamically amend Opportunity Name
Good afternoon, We are a property management company and when a prospective tenant (lead) makes an offer on a property, the system will convert the lead to a Contact and an Opportunity. By default the opportunity is named "<TBC> - (First Name Last Name)"
Integration between Zoho CRM and Zoho WorkDrive
I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf
How to control phone format display
Hi , Just wondering why different login user can see different phone format. May I know how can I unify the phone format in CRM?
Zoho CRM Canvas - Subforms
Hi & happy new year! I'm building a new Canvas view and as part of the layout I am using it has a subform. I can insert the subform into the canvas but when in the canvas view I am unable to add content to subform? Are the subform view only on a canvas
Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.
When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory
In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the account without populating the "mandatory" fields. How can I control this?
Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you
Introducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially
Customer purchase order tracking
Is there a way to upload Purchase orders sent to us from our clients for products that they are in need of? I want a way to upload them all into one area to show what purchase orders I have open that need to be completed.
CRM Validation Rules Support Only Single Condition
Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution
New Report Module - Inclusive Relationships
I have been working with Zoho Support on an issue with the new Reports module. It is a wonderful upgrade to what was originally there. Unfortunately, there is a pretty major bug in it. If you have a parent module with an inclusive relationship to the
Achieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays
Access to files uploaded in CRM as attachments
Is it possible to view in one place all the files uploaded as attachments in the CRM? Sorted alphabetically or in one or another way in catalogs? In the integrated Documents function or in the separate Documents application. It would be very convenient to be able to check which files that have been uploaded and which have not. If this functionality is not there (as it seems to) are there any plans for implementing such a function?
What is Bussiness Messaging Credit (Whatsapp) in Zoho CRM?
I am trying to integrate Whatsapp API into Zoho CRM. so I am reading this documentation below: https://help.zoho.com/portal/en/kb/crm/connect-with-customers/business-messaging/articles/whatsapp-integration#Integrating_WhatsApp_Messaging_Service_with_Zoho_CRM
Automatically populate Meeting fields based on recipients
Hi there, We're looking at using the integration with Office 365 to automatically sync meeting invitations sent to us by our clients, or sent by our team members through Outlook into the Meetings module in Zoho. This will save us time, as we won't have
Relay authentication - How to know the credential ?
Hello, I am trying to setup email relay on zoho crm, howeveron the last section "Auhtentication" if i enable it, my provider is "other" (i have my own server and host), then it is asking for username and password. The fact is that i don't know what to
Not possible to fix a Pipeline in Kanban view for users/roles etc
Good afternoon, I don't know if anyone can help us but we have a big problem with the Kanban view. We currently have several pipelines, associated with different areas of the company. Each Pipeline has its different stages and blueprints. The fact is
Telephony External ID field added in CRM
Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference
When is CRM going to update the Kanban View?
The Kanban view is very aged in Zoho and needs to be refreshed. When can we expect to see this updated to look more like Pipedrive, infusionsoft, ActiveCampaign, etc?
Uncounted pipelines
Hello, I'm having an issue inside the Deals module. When I click on "Deals", I can see a Kanban view with all the deals that I created. Above this list, there's a filter where I can filter deals by pipelines. My problem : for now I only have one pipeline,
CRM Kanban Views and Functions - Stipulate default pipeline and Archive
#1: For us, the fact the the CRM Deals kanban view defaults to "All Pipelines" is useless and confusing. We wish it would default to the "default pipeline" view. We have a couple of pipelines that has absolutely nothing to do with each other. So, to see
Pipeline selection in CRM reset to "All Pipelines"
Hello, in Settings->Customization->Pipelines I have a single pipeline, that is set as default. In Deals there is a dropdown to select my pipeline. However as I navigate the CRM, the selection is reset to "All Pipelines". Is this a config issue on my side
Delivery Status Notification (Failure): Message Blocked sending from Zoho CRM
As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.
[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
Hello folks! Kiosk Studio, which was in early access, is now available to all customers in all DCs! Kiosk Studio is a no-code customization tool in Zoho CRM. It allows admins to simplify work for their users, customers, and vendors by creating and embedding
Using API V6 on Client Script
Hello, Can i using API V6 in client script to get all data from related field? if possible how to do that
Can I tie Leads to Accounts pre-conversion/pre-Opp creation?
Hey folks, I'm new to Zoho, trying to work out how my company is going to manage Leads within the CRM. I've done some googling and posts from 8-11 years ago explain that you cannot tie Leads to Accounts pre-conversion. I can appreciate that may have been
Is it possible to display a CRM report chart in a module layout?
I have my Accounts module. I want to display a chart showing monthly sales to that account over the lifetime of the Account. I can create this chart as a Dashboard module, but I can't see how to embed it in the Account page. If it is not possible to embed
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
CRM - Workflow Rules to be applied and work across modules
Hello, It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible? I can create
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,
Support Macros in Zoho CRM Inventory Modules
Hello all, It will be nice if you allow the use of Macros in inventory modules like Quotes, Sales Orders and Purchase Orders. There a lot of repeating actions that we do when we manage those - for example upon Quote acceptance and a Macro will be very
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