Undo the recent mass update done
Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgently
See more information of records of related lists
Hey, we need a way to see more information for every record inside of a related list. Only columns are not enough. We need a section for every connected record where we can show data, maybe even subforms.
CRM deals help!
We are using Zoho to track the sale of digital products. The way they are purchased is that the user of our website (the purchaser) goes into their account and 'raises' a deal. This is classed as a 'draft purchase' and we have changed the probability
Zoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?
How i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, Pablo
IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM
Shout out Canvas!
If anyone has not used Canvas designs, please watch this video. The canvas team have been really amazing to help us get to this result. This makes training teams so much easier! I'd much rather build a canvas design than write user guide documentation.
Email Alerts for Schedule Failures in Zoho CRM
Hi, I hope this message finds you well. Currently, when a schedule fails, there is no automated way to notify us via email about the failure. This makes it difficult to promptly address the issue as it requires manual monitoring to identify and resolve
Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM
Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date. Custom repeat types can be configured
Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
INVALID_DATA Error While Setting Date Field in Client Script of Details Page
I am trying to detect the Stage change on Details(Standard) page (with the stepper section), then update Stage_Updated_At (Date) field with today's date. Thanks to @Ishwarya SG 's direction, I found this topic and I managed the first part
Cases module mail merge
Hi Guys Is it possible to use fields from the cases module within the word mail merge ? I dont see this option in the word mail merge application. Thanks Chris
Twilio with Zoho CRM
Hi! We want to integrate Twilio with Zoho CRM and Bookings. On Zoho Market Place, the only integration with Twilio that allows calls, is one made Ulgebra. Is there any other integration? Either native from Zoho or Twilio? If not, as anyone tried the one
Deals Stage Change From Stage Stepper Not Detected by Client Script
Dear Zoho Community, I am utilizing the Client Script to detect Stage changes in the Deals module. Once the stage changes, I update another field with the current date. I noticed that, when a user clicks one of the stages in "Stage Step" section in the
Add option "Avoid custom home pages" to profiles
We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowed
Linking Two Existing Organisations
Hello all, I want to link two existing organizations in Zoho CRM / Zoho One. The goal is to be able to switch between them easily on the mobile app and in the web. No integration, sync, etc. The problem is that most of the articles I read requite that
CRM portal: no Create/Edit options available for custom module
I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module has been set to Public Read/Write/Delete. What other settings do I need to enable
Show Contact ID on Reports
I cannot get the Contact ID to show on report that is displaying a list of contacts. I need this information to be able to run reports, clean them up, then upload back to the contact record.
Restrict Sales Order creation if Account Type is a certain value
I'd like to restrict a sales order creation if AccountType on Account is a certain value - what is the best way to accomplish this?
Lookup or Formula Field, which to use?
I have a field in called Primary Business in the Accounts Module and I want the contents of that field to populate in a field in the Contacts Module called Accounts Primary Business. My preference is that it populates right away. I've tried both lookup
Restrict ability to create Sales Order for an account if accountType is not set
I'd like to restrict the ability to create a Sales Order for an account if the AccountType ='prospect' - what is the best way to do this?
🔍 How to effectively organize data in a CRM? – My approach and questions for you
Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options
Zoho CRM - How to get Lead Timezone ?
We are connecting Zoho CRM to our Website lead form (Wordpress JetBuilder). We have field for Date/Time selection to book a Free session with our Business. We need a way to get the lead timezone, so we are able to set the free session time correctly on
Default value from global set not working if leads comes from Whatsapp
I have field called 'Marketer' and I have set default value from global set like this if it is created manually by pressing 'Create Lead' button it works without problem, but the leads created automatically from Whatsapp (Business Messaging) the 'Marketer'
Service Module: Multiple time duration choices on service
Hi. I just discovered the Service Module in Zoho CRM. While defining my first service, I noticed that I can't select multiple durations. My services have booking choices for 1-6 hours. Is there a way to select multiple durations that I'm missing?
CRM email
Our CRM email automatically adds myself to the TO: (email address) How do I change that to pick up another field?
Pages load very slow
Does anyone else experience 10+ seconds of page loading?
Getting the Record Id to appeal in the Deals Module
Hi, I am looking to get the record ID to appear on a deal record. I need to get recrod ID to appear on a document so when they are returned they can be match up with the record we hold in a seperate case management system. The record ID is uploaded to
Increasing column width in Zoho CRM search result
My company names are long, and when I search them in the Zoho CRM search, I'm not able to view the entire full name which makes it hard to select the correct item quickly. I tried reducing the amount of columns to just 1, but still the company name column
Formula to calculate working days
How can this formula that calculates working days from ANYDATEFIELD to TODAY() be adjusted to Zoho CRM formula functions? CASE(MOD( ANYDATEFIELD - DATE(1985,6,24),7), 0 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,3,4,4,5,4,6,4,0), 1 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,3,4,3,5,3,6,4,0), 2 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,2,4,2,5,3,6,4,0), 3 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,1,3,1,4,2,5,3,6,4,0), 4 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,0,2,0,3,1,4,2,5,3,6,4,0),
Search bar in portals
Is there a way to add a search bar in portals for finding Contacts or Deals in the list?
Approval Processes Issue
Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by different
Associate Potential with Purchase Order
Dear Zoho Team I'm looking at associating a Potential with the various Purchase Orders that are issued to Vendors for that specific Potential. This would be of tremendous use at a later stage. Is this possible? I have tried looking at mapping dependency fields, but couldn't find a solution. Please advise.
How do I add page breaks to Sales Order templates?
I would like our Terms and Conditions to start on a new page of the resulting PDF. How do I do this? I tried adding <div style="break-after:page"></div>, but this did not work.
Introducing new options for more flexible validation rules in CRM
Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. [Update | 26 Sep 2024] This enhancement has
Adding or displaying "Accounts" to Campaigns
I understand we can add contacts to a campaign, but to really get use out of campaigns I need to be able to add Accounts (or at very least, display the Accounts that the Contacts are associated with). In my business, we are on first name basis with many
Where do i find my latest mass email draft?
I spent hours doing an eblast, sent it out to my team, and now cannot find it in my CRM. Where do I locate drafts?
Zoho CRM Client Portal
I have set up domain mapping. https://help.zoho.com/portal/en/community/topic/early-access-rebrand-your-crm-with-the-all-new-custom-domain-mapping-setup-18-5-2023 When a Portal User logs into the Client Portal and prints any page, the Zoho branding still
What is the recipient when creating Whatsapp Notification in Zoho CRM?
I want to make a whatsapp notification in workflow rules. I want to send whatsapp notification from whatsapp template for the leads after 24 hours conversation window is closed I really don't understand what the recipient here is could you please elaborate
can we split the Whatsapp Message (Business Messaging) to only appear to certain user?
I know that we can split the leads record if a user send a message through Whatsapp API in here as you can see from the image above, we assign two users to handle the messages but it seems to me that all users can see all messages in the 'Message' module
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