Send email from template to Contacts from a .csv list
We have a list of Contacts we want to send a holiday card to in a .csv file. We want to send just these Contacts an email using an email template. They are all already Contacts within Zoho CRM, but we've selected this specific group to send the holidayRelated List not showing in Portals
Apparently Attachments doesn't work in Portals, so I created two Related Lists for attachments. Both have a Lookup field to the Deals. One is showing in portals and the other isn't. Anyone know why this would be happening?Possibility to deactivate stock in product
Hello, is it possible to desacticate the stock for all products in order to not have notification in quotes for instances (low stock etc) in workaround in can mass update stock field with high number (9999999) but I will prefer to deactivate Thanks forZohoCRM.mass_update scope unavailable to select in Connections setup
Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordOn-line help
I didn't find the on-line help ... Where I can find it ?Zoho Motivator - Adding KPIs to Dashboard
Hi all, I've set up some KPIs and Targets and I'm trying to add the KPIs to a Motivator Dashboard within CRM. This works fine when based on an individual user, but if I try to add a Company KPI it fails - is there something I'm missing here? Kind Regards,Journey Builder "Save and Associate" always glitches and doesn't work
Video attached. No matter how many times I exit and relaunch the journey builder the "Save and Associate" button works 1 out of 10 times. This Is beyond frustrating because I spend more time trying to get an action to save than I do build my flow. I haveHow to create a button to print to PDF a quote
Hi all; I want to creat a button that is located in the quote page upper right part that is making directly the pdf export option when you click it. Can anyone tell me how can be done?? RegardsImporting from MySQL using Zoho Databridge connection not working anymore
How can we solve this problem?Customizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referralsCRM Telephony - JIVE - Screen popups not going away
Hi, Just wondering if anyone else out there has issues with their telephony integration with screen pops being delayed or not going away. I use JIVE and they have told me the issue is with ZOHO and not them! Issues I'm having for inbound calls are: 1.Data migration extended to Services and Appointments modules
Hello all, Data migration—particularly between two Zoho CRM accounts—is an essential process that ensures a seamless transition of business data, thereby preventing disruptions and providing continuity. In line with that, we're excited to bring you aFail to receive Email.
Hi Zoho, Is there any update of Email setting start from Dec? such as cetification verify etc... Our sales report that some of our factory fail to receive our Email. I need to find the cause of it. Thank you.To change Dashboard data display w.r.t. Financial Year
Dear Team, In my dashboard, under Top 20 Accounts By Revenue This Year - data shows from Jan to Dec, but i need the data ti be shown from April to Mar (Financial year). How to change that?Comparator module doesnt have Conversion option
I want to compare my salespeople to show how many Leads they have converted. There is no option for Conversion, not date, Is Converted? etc. Does anyone know of a workaround for this, it's so annoying I have tried everything. It seems strange that youError of Invokeurl
Hi, I am using Zoho CRM deluge to push order into Zoho Inventory. and I follow https://www.zoho.com/inventory/api/v1/salesorders/#create-a-sales-ordermade this guideline and made below array. However when I execute it , it returns this error. {"code":4,"message":"InvalidZoho CRM Appointments and Services
The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow "Appointment For" lookup to the Deals module. For us and I'm guessing othersDeal Updated by Workflow Rule/Automated Function does NOT Trigger Zoho FLOW!!
We have multiple Flows setup that are triggered by "Updated Deal" in Zoho CRM. These have worked great. Recently, in Zoho CRM, we set up a workflow rule to update a field based on date/time field. NOW, when the workflow rule triggers and automatically updates a field in Zoho Deals, that does NOT trigger to Zoho Flow. This needs to be fixed! The reason we set this automated function within the workflow rule to update a field is so that could trigger a specific flow within Zoho Flow to do stuff. ButIntroducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B andClient Script setValue for Disabled Input
Hi, In the Zoho CRM Deals module, I have a field, let's call it "Result". This field is filled automatically using Client Script's onChange Field Event, when the field C is changed, even before saving the record. My code is as follows (simplified forReport - Editing a Criteria Pattern
Hi Can someone help me. I have the current filter which works perfectly, as below However there are three leads I want to miss out Can anyone assist with the criteria pattern so I can miss these three out? Many thanks EmmaMandatory field based on answer from another module
Hi, tricky question, not sure if it's doable. I want to make a field mandatory in the deal module based on the answer of a field in another module (enterprise). EX : if the question X in the enterprise module has the answer Y, then make the field Z inZoho CRM Circuits OverView - Zoho CRM
#Tips of The Day Today's Post we will see what is the use of Circuits inside the Zoho CRM and how we can use them. Circuits is Automation process inside the Zoho CRM which can run your workflow, Function Automatically with the condition and the Wait time.Non-mandatory Fields in Blueprint
Hello, I've created a blueprint in Zoho CRM and I've added an associated item with fields that I would like to pop up for that stage. Right now when the fields come up, they are showing as mandatory and the stage won't change until information is added.Simplifying complex report writing
I'm not sure that there is an easy way to do this in Zoho but thought that people in here might be able to help - Zoho has so many products that maybe it can be done by linking to another. So the scenario is that we have to at regular intervals writeMultiple E-Mail addresses for contacts
Dear ZOHO Team, this is a problem for many, many ZOHO users for many, many years now - and, IMHO, would be so easy to solve: I have many contacts using multiple email addresses - but ZOHO seems only to be able to recognize a contact via ONE email address.Restore from Backup
I gather from the forum entries that when a backup is done manually it includes csv files with all record data as well as copies of any document attachments. Is there a way of restoring all of this data AND attached documents to reset the database to the exact state when the backup was made?Canvas translation
We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translationAdd Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).Massive upgrade to module data exports in Zoho CRM
Hello folks, You're going to like this one! Exporting a module's data in Zoho CRM can sometimes be a frustrating experience. For example, you can only export the oldest 3,000 records, so maybe you've had to resort to exporting reports or taking backupsImporting Scheduled Calls related to contacts
Hi I am trying to import scheduled calls asscoiated to contacts, hoiwever it says that "call duration" cannot be blank, but since the call has not been made yet, there is no value to put in there? I keep getting the follwoing error ["Invalid Data - CallFormula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formulaFunction #17: Automatically update customer owner from Zoho Books to Zoho CRM
Today's function caters to those who use both Zoho Books and Zoho CRM. In Zoho CRM, you can pick a user to be the owner of an account or contact. Zoho Books has a similar functionality called "Customer owner" allowing you to assign a user as the ownerDeleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you TashaFunction with lookup field to update a field
Hi, I want to update the name of a record based on 2 lookup field in this record. It's working : I have a workflow with this function : resp = zoho.crm.getRecordById("Referencement_expert",Referencement_expert_ID); Er = resp.get("Expert_refere"); Cr =How would you consider recording an opportunity with different sales product types?
Hi, I am looking to your views on how to handle this scenario in the consulting industry. I have an sales opportunity with a client that includes the following services: 1. Advisory hours (delivered by an external contractor to my company. We apply aCan a group own a lead
We have 3 departments each with about 3 - 5 sales reps. These sales reps cold call leads based on their departments product and typically a geographic area. The areas rotate, so assigning specific leads based on area wouldn't work. In dynamics we wereLead conversion mapping - no options found
On lead conversion mapping if you find any fields missing it could be because of a few reasons: 1. Field types do not match in both modules 2. The field was first deleted in the linked module (Accounts/Contacts/Deals) after creating it through the LeadsNext Page
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Announcements
Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordData migration extended to Services and Appointments modules
Hello all, Data migration—particularly between two Zoho CRM accounts—is an essential process that ensures a seamless transition of business data, thereby preventing disruptions and providing continuity. In line with that, we're excited to bring you aIntroducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B andMassive upgrade to module data exports in Zoho CRM
Hello folks, You're going to like this one! Exporting a module's data in Zoho CRM can sometimes be a frustrating experience. For example, you can only export the oldest 3,000 records, so maybe you've had to resort to exporting reports or taking backupsFunction #17: Automatically update customer owner from Zoho Books to Zoho CRM
Today's function caters to those who use both Zoho Books and Zoho CRM. In Zoho CRM, you can pick a user to be the owner of an account or contact. Zoho Books has a similar functionality called "Customer owner" allowing you to assign a user as the owner
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CRM is shut down
Hi, Seems CRM is shut down Update: We have reverted the update and it should be working now. Locking this post as the issue is now fixed.Show File Upload field in a Report
I do have a subform in a module where we upload files. I would like to generate a report where we can see all uploaded files from the same page. I wonder if is possible to get the URL of the uploaded file somehow. Maybe via Zoho Flow? Get Fetch File UploadComparator module doesnt have Conversion option
I want to compare my salespeople to show how many Leads they have converted. There is no option for Conversion, not date, Is Converted? etc. Does anyone know of a workaround for this, it's so annoying I have tried everything. It seems strange that youWorkflow sending quote to zoho signs
Hello, Is it possible to have a workflow rule when after sending to zoho sign ? ThanksImporting Scheduled Calls related to contacts
Hi I am trying to import scheduled calls asscoiated to contacts, hoiwever it says that "call duration" cannot be blank, but since the call has not been made yet, there is no value to put in there? I keep getting the follwoing error ["Invalid Data - Call
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Sticky Posts
The Canvas module view gets an exciting face-lift
Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucialIn-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,Introducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User'sNew Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
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