How to change colour of bar charts
Hi there - how do I change the colour of the bar graphs in the Analytics section within Zoho CRM?
Urgent need of a custom function!
Hi there, i'm desperate for a custom function that runs as part of a workflow in Zoho CRM. i need to achieve the following: When Deals entry created or updated Then Fetch Account from Deal (lookup field in Deals module) in the related Account, fill the
is there a way to pass whatsapp message to Zoho CRM lead record?
so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you can
New capabilities for custom buttons: Elevate UX and CX with just a click!
Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.
Kiosk Studio: Function FIX for Date/Time Field (Keep getting wrong format error)
I am using the foillowing function in my Kiosk Studio to update the previously entered Date/Time field from previous screen to update that to the same date/time field in Lead Record. Every time I 'Save & Execute' I get a Success but with 'Date/time Format
Zoho CRM Google Contacts Sync Problem
I have syncronised Zoho CRM contacts with Google contacts (two way sync) and now all my Zoho contacts are a mess. Contacts that were linked to Accounts and Sales Orders, Invoices etc are now unlinked and even the email addresses are blank. Any ideas how I can resolve this and why it would have happened. 12,000 contacts and 5 years work in a mess here.
[Early Access 2023] Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.
Increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead
Hello, is there a way to increment a numeric field by 1 when an e-mail sent using mass e-mail is opened by a lead? Thank you
How Zoho CRM will consume Business Messaging Credit (Whatsapp) ?
let say I have 10 credits in Business Messaging like this I need to know credit consumption from Zoho CRM. How many conversation that I can make using that 10 credits? I really need to know so I can predict if my credit is sufficient or not. I have tried
Google Contacts Sync not correct
I have activated Google Contacts Sync between one group of contacts in Google Apps (CRMShared) and Zoho CRM (My contacts view). I have set up two-way sync and Zoho wins. Before activating Google Contacts Sync I added 34 contacts to the CRMShared group in Google Contacts. After the initial sync, Zoho CRM also had the same 34 contacts (although a bit garbled due to lack of support for Norwegian letters). Before the next sync, I added 2 contacts to the CRMShared group, to check if they were added correctly.
Notes formatting
I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASE
How do I delete custom button functions?
Hi, Correct me if I'm wrong, but it appears that we can't use regular Automation Action functions for buttons and instead have to write separate functions for custom buttons. Now that being the case, there doesn't appear to be a way to delete existing
Error when edit leads conversion mapping.
Hi I am trying to update Leads conversion mapping. When I click save this error is pop up.
Formula Field Date Compare from a date field to Today
Is is possible to calculate the no of weeks between one date and 'Today' in a formula field in the CRM? I have a formula field calculating correctly when comparing two date fields (i.e (((Datecomp(${Vendors.Actual end date},${Vendors.Start date})/60)/24)/7) but I don't want to add another pointless field for today's date. So ideally it would calculate something like this (((Datecomp('Today',${Vendors.Start date})/60)/24)/7) but that doesn't work. Any ideas welcome!
Auto look up/link to Google Maps for "location" in Events
When I book an event there is a field called "location". On the mobile app this field is linked to Google Maps and I can click on it to see the location on a map. Is it possible to include an auto look up or auto fill feature so that when I am scheduling
What is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?
Do you have Deluge code to create Books Invoice directly from data in a Deal?
I want to programatically create a Books invoice directly from a Deal. My Deal data includes a multi-line subform which is Lookup into the Product table in Books. So the invoice would collect Account, Contact, etc, and iterate through subform and create
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Help Needed with Creating Close % Reporting
Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people. I want to be able to analyze the data based on number of Potentials closed and the % of the value of potentials closed. I cannot find a way for the reports module in Zoho to do a simple analysis of either close ratio (# of Won Potentials/Total # of
API - Updating a pipeline on a record
It's evidently impossible to update the pipeline of a record programmatically with the API. Here's what I tried: curl "https://www.zohoapis.com/crm/v2/Deals/#########" -X PUT -d "{ "data": [ { "Pipeline": "Sample Pipeline" } ] }" -H "Authorization: Zoho-oauthtoken
Assistance with Solution Architecture
We are integrating with Razor Pay and CRM with ZOHO FORMS. We need to understand as an aggregation platform following information :- a)What module to Integrate with CRM and for subsequent integration with ZOHO Books. b)fields required on form to print
there is a possibility to auto switch to list vew when return to main view.
Hi, I am in kanban view and when I return back to main view, there is a possibility to auto change to list view eventhough I do nothing. It happen since kanban upgrade (may be last week?).
Calculate Number of Days Between Two Dates
Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather
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
History
Good afternoon, I`d like to know how can I see the history of a case, changes of preperty, etc. Thanks.
CRM Mobile - Ability to email Record Notes
By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! Amy
CRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
ZohoFlow search Workdrive Folder by keyword
Good afternoon, I have a flow set up where the trigger in CRM is a creation of a property in our Properties custom module. When a new property is created, the flow creates a folder in Workdrive and a series of sub-folders using data from the CRM record.
Non Profit Use - Household Relationships CRM
Hi! I am planning to setup Zoho CRM for non-profit use. In this case, I would like to be able to link accounts together (for example, spouses, or mother and daughter). I would want to be able to address either both of them or one of them in a marketing
Zoho Calendar Integrated Into CRM?
I've searched around the forums but couldn't find anything addressing this . . . Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM? The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
How to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!
Renaming of custom fields not visible to all users
Hello, I've got a problem and I don't know if this is a bug. We are using Zoho CRM within Zoho One with different users. We noticed an issue with Zoho CRM. When I rename custom fields fields the old name will still be visible to other users, even when
Authentication fails when the user principal name is different from the primary email.
Hello everyone, I need some help trying to integrate my company emails into Zoho CRM system, for which their O365 Email Integration keeps failing. My company User Principal Name, used in Active Directory (user@mother-company.com) is different than primary
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Offline Version of Zoho
When will a offline version of Zoho be available? Joe Overlock
Send SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have Sender
Details Button in Business Messaging Zoho CRM doesn't work when it is clicked
I am using Google Chrome on Macbook, in Business Messsaging section there is a 'details' button on the active account but when I click that blue text button it is going nowhere
Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
ZOHO COQL query bug
Hi Zoho team! I found a bug in your COQL handling. please have a look at the query I am sending to the COQL endpoints: https://www.zohoapis.com/crm/v2.1/coql OR https://www.zohoapis.com/crm/v4/coql "select Potential_Name.Deal_Name,Potential_Name.id FROM
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