UNAPPROVED 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?How to move recors from one custom module to another custom module
Hi there, currently i have a module called sample/production where i have two different types of records inside this module, one sample and the other production. I want to be able to transfer all the sample records without losing any data to a new module.Creating a Workflow to add Meeting on Calendar
I'm trying to create a very simple Workflow to create a Meeting on my calendar when a Deal is created. This seems like a very basic thing and it's not working. Here are a couple of screenshots...what am I missing?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 horizontalStarting new; I already see sample data and customers; it is confusing
Hi, I am new user to Zoho CRM, I plan to upload my customer information. But I already see sample data. How can is see a clean slate. I don't want to see any sample customer or dashboard data. How do I start cleanZoho 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 aTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagineinvalid_client error.
Hi, I am getting invalid client error while fetching Access token from grant token.Zoho CRM for Outlook hanging
We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's (not 365 on the web), when we try to link an email in OutlookSubform on Detail Page (Standard) - Add Row Button - Validation / Disable Add Row?
It is possible to validate subform fields on the Edit page using Client Script. However, there appears to be no way to validate rows added using the Add Row button on the Detail page. This allows users to circumvent all validation and add invalid rowsGet Workflow Metadata via API
Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.Prevent subform editing on a module's detail's page
Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in thecase not showing
case not showing"Registered" Date Field?
I manage a sales team and it's important to log when the records are officially changed to "Registered" for commission related reasons. I'd want it to be an unamendable date field in a perfect world. This is a standard field in Salesforce and the like,Zoho Finance Bug: MAJOR ISSUE - Duplicate Records Created in Zoho Finance (Sales Orders & Invoices)
Posting this incase other people are unaware of this issue. It's been reported multiple times but there's no solution in sight. Summary of Issue We convert CRM Quotes to Zoho Finance Sales Orders. Since early June we randomly get duplicate Sales OrdersZoho CRM Process Improvement Questions
How to set up one email to check if specific actions or conditions are met? How to ensure emails on the CRM appear threaded within the CRM system? How to add a dropdown menu for selecting the state in relevant fields? How to unlock editing details whenCan I embed Zoho Project in Zoho CRM Record Detailed View
Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically addedIntroducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting theExtension Pointers - Simple yet significant pointers #7: Resizing a widget
Setting widget dimensions Creating a widget involves customizing your UI to the way you want it displayed. Along with customizing the appearance of the elements inside the widget, it's also possible to customize the dimensions, such as the width andCan I Create Different Page Layouts Based on a Specified Module Pick List Field
I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, sameKaizen #80 - COQL API - Part I
Hi everyone! Welcome back to another week of Kaizen! This week, we will discuss the COQL Queries in detail. COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch recordsContact Name vs First/Last Name
Hi there, why is it showing as 'First Name' & 'Last Name' when creating/editing a 'Contact' but shows as 'Contact Name' (concatenating first & last Name) together when seeing the record? I'm wanting to add a 'Middle Name' but while it first nicely inDashboard Auto-refresh
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: SupportSet a workflow/event for when changing quoted Items on a quote?
Hello, i would like to know how i can trigger some kind of event (zoho script or function) upon adding or switching the quoted Items of a quote? My objective here is that i want to price products dynamically according to the value of a field. Our productsIs the "schedule 10 mass emails/module" limit a per user or per organization limit?
For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user orAnnouncing 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 otherExchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato
" Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, AliceIMAP bcc emails from my Gmail account to CRM
I noticed that emails that I BCC to a customer using Gmail, do not come into Zoho CRM via the IMAP. Is there a way to configure that so that we can keep the history on BCC emails?How can I have the value of one Custom module's field automatically pasted into a submodule's field?
Hi there, I tried and start from a function I created before (to copy/paste adress details from Account into Contact) to have the content of a currency field pasted into a another currency field within the module's submodule: rec = zoho.crm.getRecordById("CustomModule4",ImpiantiId);Next Page
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Condition-based data sharing rules are now available in CRM
Dear All, We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement. Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRMSimplify your day-to-day sales operations with new List View actions
Greetings everyone, Here are a few enhancements for quick actions in modular List Views that will make your day-to-day CRM operations much easier. List Views in modules display records in rows and columns based on set criteria, and are useful for presentingBuild 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, offersNew 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 based
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Client 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 unknownSet Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page
Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568Accessibility 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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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!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands
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