how to run function once to fill a field programmatically?
I create a new field in deal module and this module will depends on another module. let say I simplify the case like this 1. I need to fetch all the records in deal module that the field 'status' is "Won" 2. if the field 'weight' value is more than 100Rodger's helpful deluge scripts #4 - Bulk updating records using a deluge function
One of this things I love about Zoho is that there's so many ways to accomplish something. Want to mass update some records? Sure, we have the Mass Update function to update a single field. Need to update more than 1 field? Sure, we have she Sheet view,Kaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functionsKaizen #131 - Bulk Write for parent-child records using Scala SDK
Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk writeHow To Sync 'Deals' data To The Related Contact In The 'Contacts' Module
Hi there! I'm looking to be able to sync Deals and Contacts. Basically, when someone places an order we have it syncing the order data to Deals, complete with the customer's name and email. Is there any way to have that Deal synced to the matching contact in the Contacts module? Presumably matching by email address. I'm familiar with Workflows, however it doesn't seem that Workflows work across different modules. We're looking to be able to run reports based on what the customer bought, but can'tKaizen #156 - Enhancing Mass Communication in Zoho CRM with a Custom Button Widget
Hello code enthusiasts! Welcome to a fresh week of Kaizen! In this post, you will learn how to build a custom button widget to boost mass communication of your business using SMS notifications and pre-recorded calls within Zoho CRM. Business ScenarioSend out follow-up email in the same thread from Zoho CRM
Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipientsIssue with Email Not Sending via Flow in Zoho CRM
Hi everyone, I’m having trouble with a flow I set up in Zoho Flow. I’ve created a custom module called “Allievi” in Zoho CRM, and I want to automate email sending whenever a new contact is added to this module. The flow triggers without any errors, butHow to add a new custom field?
Hello, I don't understand how to add a new custom field, I follow the instructions specified here: http://crmkbase.zoho.com/how-can-i-add-custom-fields there's simply no button NEW CUSTOM FIELD. Where is that option? How come such a simple option can be so hidden? ThanksZoho CRM and Zoho People
Hi We are busy with new business setup were businesses (our Clients) can hire temporary staff (our employees) when and when required. Is the CRM module suited for such use? Thank you Fran.Lookup field populate with subform items of another loopup - Zoho CRM
Hi all, I'm facing the following situation: In our Zoho CRM, I have a custom module, lets call it "ModuleC", with a lookup field related to Sales Orders module. When the user select a Sales Order in the lookup field, I would like to "populate" anotherIssues with completing calls using ZohoCRM and RingCentral
My company has been a multi year customer. We have always used RingCentral for making our sales calls. In a normal call, we are presented a green button next to the phone number of either a company or contact we want to call. Lately, after a few calls,IMAP mail after specify date
Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.Editing data in Related List tables
Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related listQ4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andZoho - Temporarily Unavailable
Good morning, Saw this message when I tried to open Zoho CRM We'll be right back! Our service is temporarily unavailable. We are currently working to restore it. Please try again later.. Can you please advise?Lead Scoring - How to map scores from a lead to a converted contact?
I can't find any info on this? I have set up Lead SCoring and the same scoring rules for Contacts. What happens when I convert a lead? Does the score from the Lead module come over to the Contact module? Or do I need to map it? ThanksFunnel for next 6 months rolling
Hi Is there a way to set the date field in Analytics such that you can see a funnel for the next 6 months? Currently I can do a Custom date but that's a fixed start and fixed end, so I can set it to 6 months hence, but in a month that'll be the wrongSelf Client invalid_code Error
Hello, We are trying to use the Zoho CRM SDK version 7.0 for Node.js, with an API Self Client. We have our Self Client ID and secret saved, and have generated 2 different refresh tokens. Every time the SDK tries to get an access token using either ofTwo search boxes in CRM with Keyboard Shortcuts enabled
Hi If I enable keyboard shortcuts (which are very handy) I get two search boxes appearing when I hit the forward slash (/) key to bring up a search box. And the fun thing is, neither of them works when you type stuff in unless you close one of them. GivenQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areasAdding Product Photos through Import or In Bulk
I am about to add about 1000 products in the CRM. I am shocked that there is no way to add product photos through the Import feature. I'll be spending days adding product photos.... Very dissapointing. Anyone know of a work around to add product photosZoho CRM mobile updates: improved lead conversion, voice-to-text, assignment threshold, and optional blueprint fields
Hello everyone! We’re delighted to bring you some exciting updates in Zoho CRM that will make your mobile experience even better.Take a look and see how these new iOS and Android additions can make your CRM journey even better. 1. Identifying and mergingLog for Scheduled Reports
Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.Introducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B andSupport for Sub-form Fields in Zoho CRM Webhooks
Dear Zoho CRM Support Team, We are writing to request a new feature that would allow for the inclusion of sub-form fields in webhook parameters when sending webhooks from Zoho CRM to external systems. Currently, when sending quote information via webhooks,how to convert to PDF having already the base64 in a field of my form that I need to view or download?
Hello team, I have a script to get information from a PDF file in a module from CRM but it is bringing it to me as base64, I need to convert it to PDF to be able to view it from zoho creator. Please help me.., SCRIPT: void obtenerPDFsDesdeCRM(int IDlead)Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll beEditing / Removing stages for pipeline
Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?Zoho Bulk Write API
Request i am making to upload the file !curl "https://content.zohoapis.com/crm/v6/upload" -X POST -H "Authorization: Zoho-oauthtoken 1000.xxxx" -H "X-CRM-ORG: xxxx" -H "feature: bulk-write" -F "file=@sample2.csv.zip" Response: {"x-error":"Check if headersZoho CRM's V6 APIs are here!
Ho ho ho, developers! Hold onto your hot cocoa because we have just unwrapped the ultimate Christmas gift for you - Zoho CRM v6 APIs!! Just in time for the season of giving, this monumental release comes bearing enhancements and new APIs that aim to elevateZoho CRM Analytics columns of row data
Can additional columns be displayed in the row data when viewing Analytics charts?Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?
I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link thatWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.COQL for SUM and COUNT
I just can't get the syntax correct on this and could do with some help. I've looked through all the posts and dcumentation I can find, however a lot of it is contradictory. I am wanting to essentially duplicate this Analytics agregate formula in a CRMZOHO Cadence
Can you edit when a cadence is set to enroll? For instance, I currently have it set up to enroll three days after a new record is created that fits the custom view criteria; however, I would like to change it to enroll immediately. I do not see whereZoHo CRM Outlook Add In
Is there a way to disable the delete feature that appears within Deals, Campaigns, and Accounts. I am very worried about implementing this Add-In for the fact that an accidental deletion could occur. Has anyone come across being able to disable? See attachment.Approval processed - "Waiting for approval" state does not happen
Hello, Does someone know what could be the reason that an approval process does not work? watch this video: https://www.youtube.com/watch?v=rFOJgrmVcEk and this article: https://help.zoho.com/portal/en/kb/crm/process-management/approval-process/articles/add-approval-processAny way to schedule/queue specific fields to be updated on a specific date with specific values
Does Zoho CRM have any functionality (either now or planned), where after clicking "Edit" within a record and instead of "Save" there could be an option that says "Schedule Update on {choose date}". This would be similar to how Zoho Billing allows youCustomer Portal - Email and Notification to Customer on @Mention
In a customer portal, how to show to customer the Email "related list" of our correspondence with the customer? How to notify the customer when a crm USER posts an'@mention' to the external customer?Next Page
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Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions wereIntroducing 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 basedWe've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. AsFree user licenses across all Portal user types
Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and exploreThe Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers
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J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un casClient Script - mapping data from different module
Dear ZOHO Team Firstly I need to describe the need - I need to have data from Contacts module based on lookup field - the 5 map limit is not enough for me because I have almost 20 fields to copy So I have decided to make a Customer Script - and from unknownIntroducing 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 basedSearch function not working anymore
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Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
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
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherClient Script | Update - Introducing Commands in Client Script!
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