Auto opt out for Account Types set to Competitor
I need to make sure that where "Account Type" is set to a specific type "Competitor", that they (all associated contacts) are automatically opted out from receiving emails and subscribing to newsletters. I note that opt out is at Contact level and notSyncing from Outlook calendar to CRM Meetings tab
Hi I have enabled syncing in the Marketplace > Microsoft section of settings in CRM. New Meetings created in the Meetings section of CRM appear in a new Outlook calendar, which is groovy. I have created a calendar appointment in my Outlook with a CRMis Copy Customization feature still available?
I want to transfer some settings from one Zoho CRM admin account to another CRM admin account. the settings like worklow rules, blueprint and etc. I have tried to watch this video on Youtube: https://www.youtube.com/watch?v=gumaWA4AeiI as you can seeForm Availability - Issue
I created a form using the Form Availability - Between specified dates. Post the end date, I am now trying to extend the end date ... or even by making the form Available - Always... it just keeps showing the old expiry message on the frontend. I havePermission Denied
Hi, I'm having a problem accessing 'Modules and Fields'; it says 'Permission Denied.' Can you help me resolve this issue?How to customize the task reminder notification email
HI guys, I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated byCalling from Zoho CRM from my LT connecting via my Iphone using Verizon service
Where in zoho one CRM is the setting or check box for me to enable logging a call details (duration, date, time and other info from my LT ?Invalid Client - Client ID passed does not exist
Hi, Daniel here. i try to generate an authorization code by following this page Authorization Request - Web Apps - OAuth | Zoho Accounts https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=1000.myclientid&response_type=code&access_type=offline&redirect_uri=https://localhost:7195/account/integrations/zoho/tokencallbacksetting up a clickable text with a hyperlink
I have a form and in this form i want to have a text that will be clickable that will take me to another page or websiteCopy a File Upload field from one module to another
We have a file upload field on a custom module named "Attachment". We want to use a Deludge function that copies this field and adds it to a file upload field on the Account module. The account level field is also called "Attachment". Here's a sampleCadence vs. Workflow
Greetings. I see a lot of noise around Cadence. We have already creating a lot of workflow rules for dealing with and following up to incoming leads. What I don't see is what's the difference between Cadence and Workflow and how we may benefit from updating?Zoho CRM and Safari v18 MacOS page display weird
With Safari 17.6 this issue didn't exist. When opening a quote under Quote Information (see below) it displays correctly as shown. When using Safari 18, the latest version, a large blank area get's added under Hide Details where you have to scroll downImage insert
How do I add an image to Zoho forms? From what I understand it used to be available when you could add a note, but now it is not. Second how do I link one form after another, for example say I have 1 form and then they hit next, and go to another formConverting a lead does not create an account
When I convert lead, I get a portential and a contact, but I do not get an account. Account Module says that accounts are created when a lead is converted. Why is this not happening?Kaizen #115 :Customize Buttons using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize buttons using Client Script. In this kaizen post, Need for customizing buttons ZDKs related to Buttons Use Case to customize button using ClientHow to automatically fill up field based on lookup field input
Hi there, I have a custom module where some emails are stored and i was wondering if i can make it so that based on the selected procurement name the procurement email will pop up, wondering if this is possible using client script. The APIs API for procurementCase Comment Information Edit/Delete Entry
How can I edit or delete Comment Information entries in Cases? We are using this as a log and if erroneous information is entered we would like to remove it.Different custom view sharing settings for web & mobile app
Hello, One feature that would be very helpful, especially in businesses where there are users that primarily or solely use the mobile app and who have different job functions that users mostly using the web app, is to define custom view visibility separatelyImport does not UPDATE existing records
When I import, although I have the original Record Id, from a previous export, the import creates NEW records. I just want to update those records with the new values from a CSV I have 1200 leads I exported 3 fields to CSV. So I have 1200 rows the myHow to automatically pull multiple fields
Hi there, I want to be able to pull multiple fields from Sales order module to purchase requisition module 1. Purchase Requisition Name: Copy from “Subject” in Sales Order 2. Deal Name: Copy from “Deal Name” in Sales Order 3. Account Name: Copy from “AccountKaizen #159 - Configuring Telephony Extension Widget in Zoho CRM
Hello Developers! Welcome back to the Widgets fold in our Kaizen series. In this post, we will learn how to build a custom telephony extension widget for call centers and deploy it within a Zoho CRM organization. This helps in establishing unified communicationProduct search issue
Hi, I would like to understand what is the search logic of product module. We have lots of pen, but when I key in "pen", there is no result back.Calculate next due date
Hello Zoho Community, I need to calculate something. Perhaps you have an idea: I have a field for a starting date of a contract. e.g. 1.3.2023 I also contract length in month: Renewal every 3 month Now I want to calculate the next renewal date. (In thisError when automatically filling up field based on lookup field
I tried running this code: try{ var procurementId = ZDK.Page.getField("Procurement_List").getValue().id; log(procurementId); ZDK.Page.getField("Procurement_list_email").setValue(ZDK.Apps.CRM.Procurements.fetchById(procurementId).email); } catch (error)Zoho CRM Group Records
Hello, It would be a great addition if we are able to group records by a field, not only sort them. For example lets say I have a field Account Status - a) Potential b) Customer Currently I can sort all the records, but it would be nice if I am also ableClient Side Scripts for Meetings Module
Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currentlyHow to carry over module name to another module with automatic generated number
Hi there, i want to be able to from a module called sales order, automatically put the name into Delivery order, however there is a workflow that automatically generates the name as the delivery order no. picture of delivery order name and no. in thisCRM Developer Connection
I want to change an developer admin account to a non admin on production. This account has connections created under it, is there a way to transfer ownership of the connections or will I have to recreate them?Meeting color coding - determined by filter
Hello, the meeting color coding is great! I have an idea, can the filter setup screen have an option that says "Field that determines calendar color coding". Since the filter being used at the time still determines that only 1 picklist is driving theCan I Create Check Box Fields Instead of Multi-Select?
Is there a ways to create a field that has several check boxes to choose ? ..Not Boolean For examples, Field Name "Areas Of Pain" -Neck - Back - Shoulder I want a check box next to each so person can check one or all.. I know I can use mult-select butRelated Lists filter
I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".Quotes - Products - Discount percentage does not work
Team, I have a layout in Quotes with Products to estimate the budget The thing here is that I've added Discounts to the grand-total (that works fine) and also possible per line. This one does not work: everytime i choose a product, and select the priceChanging Web form Button Color
Is there a way to change the color of the button on the web form? When I embedded it into wordpress , my buttons turned blue. Help how do I fix it ?Unlocking customer insights everywhere: Voice of the Customer (VoC) feature is now open to all
We are pleased to inform you that our Voice of the Customer (VoC) feature is now available for public access. This marks a significant milestone in our journey to provide solutions for understanding and analyzing customer feedback. If you are hearingHow to transfer uploaded file from one module to another
Hi there, I have made it so that when an enquiry is created, an estimate will be created using workflow. I want to be able to copy the file uploaded from enquiry to estimate module is there a way to do so? Enquiry estimate Moderation Update: We are lockingAdd Headlines/Paragraphs/Text to Layouts
It would be extremely beneficial if we could create Headlines, Paragraphs, or other Text in module Layouts (specifically leads and deals). This would be extremely helpful with written instructions for the users, such as outlining a qualification processHow do I enter phone extensions?
How do I add a phone extension correctly so that when I dial the main number it will pause and dial the extension of the contact I want to talk to GregHow do you create an event/meeting in a different time zone?
Does anyone know how do you create an event/meeting in a different time zone?Verify details pop-up windows
Hi, Is it possible to turn-off the anoying "Verify details" window that ask for closing date, "Reason for Lost" or other concepts. If I would like the user to enter such data, I will implement a rule .... How can I turn-off such pop-up? it's not necessaryCreating and working with reports - Knowledge Base
Hi ZOHO Teams Here is missing an article I think. Knowledge Base CRM Analytics and Dashboards Reports Create/Edit reports Ropic: Creating and working with reports Regards, KochnikNext Page
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Client Script - mapping data from different module
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Plz check asap. image failed to upload , workflow doesn't runAccessibility 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 thatClear 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 thisUnable to Download CRM Contact Data: WorkDrive Integration Issues
## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues
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Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingAccessibility 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 powerfulAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
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