Zoho CRM Community Digest - August 2023
Hello everyone! August slipped away into a moment in time, so let's take a moment to catch up on all the interesting discussions and exciting announcements that unfolded in the Zoho CRM Community during this past month. We have a few product updates and
Hebrew characters imported from a CSV file are not displayed right
I have imported a CSV file with fields containing a mixture of English and Hebrew characters. The English is displayed fine while the Hebrew characters are replaced by funny black squares with a question mark at the center. The character coding is Unicode 8 as is my browser font settings. Does anyone have an idea? I suspect that there is no easy fix for this one.
Zoho CRM Client script: how to load an external field from Create Page onSave event?
Hi everyone, I need to keep Zoho's accounts synchronized with our internal ERP, so as a first step I'm writing a Client Script for the Account-Create-onSave event. (I have to use a Client Script because the ERP may reject Zoho's submission because of
How to set assignment rule when creating record using API?
I have tried to find the answer, but the answer from Similar Question is no longer relevant since I can't find the larid So, we are trying to create a lead using API, using this endpoint https://www.zohoapis.com/crm/v5/Leads in Zoho CRM console, I already
what is the limit of deluge custom function in worflow rules call per day in Zoho CRM ?
In the Zoho CRM, developer space , I have some functions written using Deluge like this and then I associate the function to workflow rules like this currently we have 10 user licenses in Zoho CRM Enterprise plan. so what is the limitation for custom
Zoho CRM is very slow now
Hi, Somebody have same issue? can support team help with me.
Custom button that creates a task
Hello, Is there any way to create a custom button on the deals module that creates a task? I would like the button to open a pop-up and the deal owner to fill in the details about the task (due date, task owner etc) Thanks, Have a great day! :)
Our user can't see 'Close Task' button
I am as a Zoho CRM Super Admin can see the 'Close Task' button in Task module like this but unfortunately the user (Sales) can't see that button I think I have given the correct permission, the 'Sales' can view, create and edit so could you please help
Zoho CRM is very slow now
Hi , Somebody have same issue? is there any support help with me.
Unable to Send Emails from ZOHO CRM - Error Message and Troubleshooting
Hello, I am a user of ZOHO CRM, and I've been trying to send emails from ZOHO CRM for the past two days without success. The error message I am receiving is as shown in the screenshot below. I have performed the following checks to investigate the issue:
Leads Scoring
Dear Zoho CRM Support Team, I hope this message finds you well. I am writing to report an issue I have encountered with the lead scoring functionality in Zoho CRM. Specifically, I am unable to add decimal points to lead scoring, and I am also unable to
Zoho CRM keyboard shortcuts
Does Zoho CRM have any keyboard short cuts?
How to send Email with attachment by deluge
Hi, Could you please share a deluge sample that send Email with attachment? the attachment source can be from Inventory Template(Better) or from record attachment. Appreciate. Thanks
Message section in Lead Overview doesn't Load
Hello, I have a problem with the message module in CRM. I have an integration with WhatsApp and since yesterday, in the Lead Overview doesn't load messages. As you can see in the picture, the section keep in loading.
Help Setting Up Contact Types Based on Webpage
Hi everyone, I'm new to Zoho CRM and could use some guidance on how to set up my contact types based on the webpage my visitors are using. I run a dog walking business and have created two weblead forms, one for potential dog walkers and one for dog owners
Errors when trying to republish a CRM command center journey
Hi everyone, Is anyone having Server errors when republishing a command center journey? I have contacted customer support a month ago for the first time and every week since then and they keep saying that they're trying to fix the error. Just wanted to
Add emails (Source: external) to company timeline
To have a 360 view on our customers we would like to see emails that have been linked to a company via an external source (Gmail extension) in the timeline of the company. Currently you have to manually check the emails and the timeline seperately to
how can you view bounced emails from campaigns in the crm
Is there a way to view which leads have bounced in a campaign in the crm ?
Confirm my understanding of this Report filter
Two questions: Does this filter mean? Find Deals that have at least one Stage History = Artwork/Price Quote, Deal created within the most recent 365 days and Deal Stage is Closed Won. What happens if there are more than one Stage History records for "Artwork/Price
default Outbound calls
Is there a way to make the default calls for the organisation to be Outbound in the checkbox? Currently all new calls default to Inbound and this means the sales staff have to select Outbound each time they log a new call. Thank you Peter
Lock a field based on picklist options
Hi, I have a picklist field that I want non-Admins not to be able to change to/from 3 of the options. I currently have the current code which is showing me the Alert and locking the field but still changing the selection. I'm a newbie with deluge so any
Company Rebranding / New Domain
My organization is rebranding, which means a new domain, and new email addresses for all users. Since we utilize SSO to login to Zoho One how can I update all users? Can I export, and import?
remove watermark from ZOHO Writer Mail Merge template?
remove watermark from ZOHO Writer Mail Merge template? how? i am using ZOHO CRM for small batch mail merges
Zoho CRM show/ hide subform
Can you provide a sample workflow/ function how when a checkbox is selected in a module, it will show the subform. If checkbox is not checked, subform will not show.
Web Developer CRM user profile (With limited admin access perhaps?)
Hi guys, Can I suggest to create a Web Developer Admin profile which can be used by web developer to have admin privileges to a Zoho CRM portal - however without being charged a full rate for an additional CRM enterprise (in my case) user. For example,
Unique Issue - Best Solution for a step by step process to update a record?
I have a unique client doing rentals. They have a 'check in' and 'check out' process. Basically based on the information in a custom module, determines what items get prepared for this person's order. There are a lot of conditional statements to show/hide
Lead conversion to custom module
I have been searching and can't find how to convert a lead to a custom module. Serious question. Zoho has been around for what seems like 10 years. How the heck is this not a supported feature? The only thing I can find is writing some custom scripts to accomplish this. Is that accurate? If so, my question stands.
How to save a list in organization variable in Zoho CRM?
I have tried to read this documentation about setting organization variable. I set this code in deluge function // create a list listVar=list(); listVar.add("Harry"); listVar.add("Charles"); // save the list to org variable valueMap = Map(); valueMap.put("apiname","myList");
Introducing Customization in Unsubscribe page
Hello Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
Copy value to a different module
We try to autofill a field in the contacts module named Campagne_taal_3. the information schould be coming from the field Campagne_taal in the Accounts module. Is there a script for this task? thanks in advance.
"Add Call Details" to ended state call? Zoho voice ZDialer to Zoho CRM
Hi I'm using Zoho voice ZDialer from the Zoho CRM to log prospect calls. Currently when calls are placed there's no 'add call details'. All we see are a plain text 'description' field or 'Followup action' in the end state call dialogue. Is there an option
Custom Button to Update a picklist field
Hi there, I'm trying to create a custom button that will update a picklist field. It's giving me the return message but not updating the field. Any idea on what's wrong? I'm currently using this code: mp = Map(); mp.put(CustomerStage,"Churned"); updateRec
Create Kanban custom view for Leads, categorized by Lead Owner
When creating a custom view in the Leads module – a Kanban view – I am trying to categorize the Leads by Lead Owner. This doesn't appear to be an option in the 'Categorize By' drop-down. I can see many of my custom fields, but not this default field.
Account module
Hi ALL! I am asking if there is any way for the users can handle with Account under different account owner or the account not be under specific owner then the all can handle it. Thanks,
Partner Resource Center
I am looking to create an area where I can give contacts or preferably entire companies access to partner resources like documents they can download (and potentially even create their own leads). I looked at POrtals but I not sure this works well so looking
Reporting: Compare Stages
Hi, I'm struggling with a very easy task. We have three order stages. 1. Forecast, 2. Selection, 3. Ordered I need a way to be able to compare the difference in the stages at the point when all stages are set to Ordered. E.g. the forecast for an order
zoho lead conversion time
How do I update this field? Right now it display NA.
Lead Response Time
I apologize if this has been asked before, I've checkd but have not found the answer. The request is to: Please add a field to the Target module in Zoho called 'Lead Response Time'. This field needs to measure the time between a Target going to MQL and
Relay configuration issue Exception reading response
We are receiving the attached message. Please help us resolve this issue or tell me pelase what i am doing wrong
Mixing user editions
Can you mix user editions ? For example can the internal staff have the Professional Edition of CRM and have outside customers use the Free Edition, just to look at some of the data ????
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