Possible to freely prompt/query CRM data using Zia?
Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from anAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulEmpower Your Team with Kiosk Studio in the Professional Edition!
Hello Everyone, We are thrilled to announce the introduction of Kiosk Studio for all users on the Professional edition of our CRM. With Kiosks, you can streamline the data collection process, customize CRM capabilities, and make them available for allValidation rules for fields used in blueprints
Dear community, I'm designing a blueprint for me leads nurturing process and I've noticed an issue with the validation rules applied for fields. I've applied a validation rule for the "PHONE" field and it's working just fine when I insert a new phoneStreamline appointment booking for patients | Kiosk Studio Session #3
Hello everyone! You may be using kiosks today to help your CRM users streamline their workflows and enhance efficiency. These users could be sales reps in a manufacturing company, agents in a real estate firm, clerks in a government agency, and so on.Automatically update date field based on the pick-list value of another field
Hello everyone, I've been trying to find a way where a date field gets automatically updated according to the value of a different pick-list field. The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that weHow to use an output from a function as a criteria on a decision path on Kiosk
Dear community, Is it possible to use the result of a function executed in a Kiosk flow as a criteria in a decision step in Kiosk studio? Let's supose I have a function that makes an API request. Is it possible to define the next step of the Kiosk flowSpringlearns: How Can Zoho CRM Help Streamline Our Training Program Management and Client Engagement?
Hi Zoho CRM Community, We are a provider of professional training solutions, and are looking to improve our client relationship management and streamline our training program operations. As we expand our offerings in project management, IT certifications,Two Accounts on a deal
I have Reseller accounts that generally Purchase and End-user accounts that I need to track. When I lookup a Deal, I need to see both - easy enough. When I lookup one account or the other, I need to see the deal, but I can only see it in one. How do ITax Updates Revert on Zoho CRM Invoices After Running Custom Function
Hi everyone, I'm running into an issue with Zoho CRM that I hope someone here can help me troubleshoot. I've created a custom function to update the tax amount on invoices in Zoho CRM. Initially, the function runs successfully and updates the tax fieldHow to pass dynamic parameters in an iframe inside Webtab
Hello, I have a custom url like htts://www.test.com?zoho_id= 123456789. I know that if a have a custom button and using a custom function (openurl) I can open the above link by passing dynamically the Zoho ID (lets say the record ID in the Contacts Module).Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerEmails "To" showing Subject
When I send an email template from a custom module, the To section is showing the Subject instead of the recipient email. When I click on it it still shows the email and sends, but it confuses people using it. Anyone know why this is showing this way?Zia Suggestions Bug
Please fix this issue it's annoying (check video attached).Blueprint automatic transition based on a field in the module
I've made a Blueprint for sales orders. At some point, we have to ask a subcontractor to contact the customer to agree on an inspection date. If the desired delivery date is less than 21 days from today (Urgent), we want to sent the subcontractor an automaticOption to start the whatsapp conversation with a lead or deal from within crm
Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads orError while setting up IMAP configuration
Hi. We're getting the following error when we try to set up the IMAP configuration. How can we solve this problem?Export blueprint as a high-resolution PDF or image file
This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint orMissing Application Salesinbox
We got some issues in Zoho CRM tools which is CRM application is known as Salesinbox. please add this application in our account best regards Shunyatax Global Fintech Solutions LLPUI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of VendorsAdd home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?email association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multipleis there a way to add the products i created in zoho books to zoho crm
I started using zoho books last week and put in several of our products.. now i signed up for zoho crm and i would like to import the products and streamline the sales process so i don't have to create the products twice. i read that you can import products after you create a new client in crm but it seems like it will be double work since i won't have products / inventory items in crm to take my lead from contact/lead to client/potential client. how in the world do i integrate these pieces andZoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions HelloSubform - Width
HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to clickProblem with .csv upload
I successfully uploaded a .csv file with 547 leads just the other day, but found there were issues with the formatting of the company names and phone numbers. To make it easier, I deleted all leads from Zoho CRM and made the necessary corrections in theUNAPPROVED record management
When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEWIs there a way to programatically schedule a function call?
I wrote a function that creates a record in a custom module that I need to trigger 30 days after a field in another custom module is set to a specific value. The issue is that I need to have it triggered every time the record is edited, not just the firstdecimal point separator will dissapear when editing the value
as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal ModuleMulti Select Lookup Support for Zoho Forms Integration
The title says it all. Please develop this. We have to create custom coded widgets for every little thing because this is not supported. This is really annoying. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-CRM does not map to CRM Plus
I was looking to upgrade some of my users to Zoho CRM Plus. They are currently using Zoho CRM. But I have been told by my account manager that 'The CRM data within your current Zoho CRM subscription will not be mapped to CRM Plus.' So what's the pointWhen Field not empty -> Mandatory subform entry
Here is the scenario. 1. Field: Days of delay is not empty 2. Then: Show Subform below and require to add entries: I managed to setup a layour rule to show the subform when the field has some values. Even though the subform as well as its columns areMultiple products per account issue
We are currently looking to move to Zoho CRM from another package. I have a need to be able to track multiple lines of the same product for an account. For instance, we track the product (concurrent user license) for every time a customer orders anSync info from Accounts to Deals in Zoho CRM
Hey! How do i set it up so that the data i put in the account automatically syncs to the deal that i create from the accounts page?Can Zoho do these tasks? (Long post!)
Hello everyone, I run a business which helps customers access home energy efficiency upgrades. Our workflow involves generating leads through a Tally form and storing these in Airtable, but I’m finding Airtable’s limitations (such as constant horizontalZoho CRM App - Links
Hi Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks GeneMap Contact to Account record based on email domain
Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.comCustom module in CRM - Would like to have a pdf report of a record once approved and closed.
Hello I am using the custom module in CRM to create a non-conformance report process. Sometimes the process requires us to send a report once completed and closed to an external person, in the form of a pdf. Is this something I can build into a workflowBug with copying workflows
This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone aNext Page
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New enhancements: Changing portal users' email addresses and new customization options for templates
Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a linkIntroducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text basedIntroducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesCombine related grouping values into categories in CRM analytical components
Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to createBuild custom AI solutions with Catalyst’s QuickML capabilities in CRM
Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
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Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatIntroducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text basedEmails linked to Deal
Hello everyone, I’d like to ask a question to see if someone can help me out. We are requesting availability from suppliers by sending emails directly from the Opportunity. These emails we send are logged within the Opportunity; however, when we receiveAutomatically update date field based on the pick-list value of another field
Hello everyone, I've been trying to find a way where a date field gets automatically updated according to the value of a different pick-list field. The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that weClear String field based on the value of other field
Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this
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Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulFocus 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 canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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