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. PLEASECheck out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to trackHow to populate a multi select field options based on options selected in another multi select field
For instance, If i have a multi-select field "MultiSelect1" with options "Option1" and "Option2", And if both options are selected, How do I populate another multi-select field "MultiSelect2" with options that are associated with those two options exclient script for RTL in modules
Hi, I'm trying to solve a problem. In Arabic and Hebrew, we cannot use the canvas option, so we can't design a module view. I saw that it's possible to add a client script that works like CSS. Is it possible to make all the fields RTL (so when I type,Can I map two module at a time?
Hello everyone, Can I pick emails from my two modules and then inserting a new module? An example could be: I have a module called Customers where I listed all of my customers data. I have different module called Sells where I store all my sells data.CRM API w/ Self Client (Administrator): You do not have sufficient permission to associate this record. Contact your administrator.
I am using the CRM API and am having an issue creating a contact. I've successfully created a contact linking to an existing account by ID, but then when I created a separate test account (which succeeded) and tried to create a contact linked to thatDeluge function getRecordById is missing all Multiselect fields
I'm running a custom function inside a CRM Contact Workflow. I'm able to use getRecordById to get the contact fields, but all of the Multiselect fields are missing in the result. All other fields are present. The code is simple: contactDetails = zoho.crm.getRecordById("Contacts",contactId);zoho crm lead status changed by itself
something weird here, some leads in zoho crm status changed automatically without any change by me, i updated the lead status as a contact but after some time i checked it and i saw it had changed to junk or something else. any suggestions?Option to start the whatsapp conversation with a lead or deal from within crm
Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads orAutomatically moving Leads into their corresponding buckets
Hi, I have developed a lead pipeline and created different cadences for various lead segments. After enrolling leads into their respective cadences, each lead goes through a series of follow-ups (in my case, three emails). If a lead does not respond after[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! Hello folks! Kiosk Studio, which was in early access, is now available to all customers in allIntegrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.Sort on more one column
All, I am writing some reports within the CRM. and would like to be able to do two things: define a sort column by default (that is not a summary column). Can I do this? So e.g. group by Status and sort within that by score. Also, I would like to be ableWorkflow automation email notify using the same email thread
Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages duringCreate a button to send email with info from custom module fields
HI, I created a new module to request quotations from service suppliers once it is something we do on a daily baisis. Every day we have a new quotation request that we send to several suppliers and when we receive quotes we analyze to find the best price.How do I do a formula to join two fields together like first name and last name into full name?
Having issues with this in my custom module. In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means. I've tried to read the formula help guide but it'sZoho CRM has been very slow recently.
As a frequent user of the platform, I have experienced significant delays in executing any action, with every operation taking more than 3 seconds to complete. This severe lag has a detrimental effect on my productivity and efficiency in completing tasks,Creating cadences Unable to save
Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not?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 alreadyVertical List
I am trying to find a way to create a list report that is vertical and not horizontal, as most users access my app on a mobile phone and not a pc so they find scrolling vertically more intuitive. Is there a way to do this? I thought about adding a htmlAllow Attachment to be moved and associated with more than one record
Attachments are separate entities. It will make our life so much easier and reduce the size of your storage if we an attach an attachment record anywhere. See notes for a similar situation. A note on the Deal shows on the Account. Do this for attachments.Why does the Decision Box field not update?
I have a very simple custom function to validate whether a lead is over 18 years old. It reads correctly, saves correctly, and gives the correct output in the log info. However it does NOT update the record. Test data should return "false" and uncheckWhy is there a limit to home screens for users and roles?
Why can there only be one home screen created by a user and only one home screen shared with a role? The CEO should be able to view all of the home screens shared with all roles. My CEO is interested in tracking how the inside sales team is doing, how the onboarding of new customers is going, the field sales metrics, etc. Each team has their own home screen Dashboard- why can only one be shared with CEO? Similarly, if there is a limit of 10 components to a single home screen, than a user shouldHow to Mass update subject of task?
Hello Everyone, We are using Zoho CRM from July this year. We are using the Task module as a service scheduler for our clients. but my users created the task with the wrong subject and now we have to change this. But the number of wrong subjects task is huge i.e 2500+, I can't change this one by one. So is there any way to update these wrong subject? Kindly help. Thanks & Regards Shubham AgnihotriConditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.Notification Overload!! Can we turn off notifications when custom functions run?
I run custom functions when users create a lead / contact to check for missing data / errors and update automatically. For example: - Leads: if they enter just a zip code I automatically insert the City and State - Contacts: If "phone" is empty I pullFetching subform for sales orders modules using COQL
I'm using the sales order module, I am trying to fetch a list of orders that belong to a customerId using COQL. While fetching the order, I am not able to retrieve order items(which is a subform). I am using v3 of coql. I tried using the following thing:Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs
Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customerCreating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templatesAnnouncing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records WithHELP IN GETTING MY ACCOUNT ID
im using zoho api , im trying to apply the steps to send email via endpoint : /accountid/messages but for that i need to get account_id by using zohoid , im trying that but the result is : resulted in a `404 Not Found` response:\n {"data":{"errorCode":"INVALID_OAUTHSCOPE"},"status":{"code":404,"description":"InvalidSubform - Width
HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click[Webinar] Automate sequential follow-ups with Cadences
Hi there, Any sales process warrants a lot of follow-ups with potential customers. And most of the time, each of these follow-ups is dependent on when the last one was done, or how it was received, right? Naturally, the onus of these decisions falls onWhen 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 areCreate a new ticket in Desk from CRM
I want to Create a new ticket in Desk when Stage is set to On-boarding in CRM and don't know the best way to do it. First I created a Rule that will call createOnboardingTicket_Test Then in the function I use this with my actual Organisation ID as ORGIDText snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.WHERE TO LEARN JS ZDK Functions FOR ZOHO CRM CLIENT SCRIPTING
Hello Folks, I have trying to implement some stuffs, in the client scripting in Zoho CRM but I am less in knowledge when it comes to the JS ZDK Library Functions. Like for example, things Like get data of a related field lists, learn functions like generallyquote of the day home page
Dear Zoho, Is it possible to show random quotes of the day on the home page for each user? Think of: quotes of the CEO, inspiring people from around the world, quotes of employees. The administrator can then add quotes to a list, and it will randomly show on the home page. This should not be too hard to implement. This would really enhance our CRM! Hope to hear from you guys keep up the good work Jimmy NetherlandsHow do I customize the "Update Campaign Member Status" fields (Under Campaings/Leads/Edit/Update Campaign Member Status)?
How do I customize the "Update Campaign Member Status" fields (Under Campaings/Leads/Edit/Update Campaign Member Status)? The choices available under "Select the Status" drop down fields do not meet our needs. We would like to add about 3 more customInquiry Regarding SMS Capabilities in Zoho CRM
I have a question regarding the SMS messaging capabilities within Zoho CRM. Specifically, I am looking for the ability to: 1. Send transactional SMS messages, such as those triggered by workflows. 2. Facilitate one-on-one SMS communication with potentialNext Page
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Announcements
Important changes to Kanban view for Meetings, Calls, Tasks, and Appointments modules
Modified on September 12, 2024: This announcement was initially shared as a heads-up about the changes to the Kanban views in the Activities modules. We've started rolling out these enhancements in phases, and they are now available for all users in theCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesIntroducing bulk additions for subforms via lookup and subform permissions for Zoho CRM
Hello everyone, We're excited to unveil two highly anticipated subform features: Bulk additions for subforms via lookup Subform permissions Let's dive into them further: Bulk additions for subforms via lookup One of our most significant updates yet introduces[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! Hello folks! Kiosk Studio, which was in early access, is now available to all customers in allIntegrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
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Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. Editions: Enterprise edition and above DCs: US, AU, EU, IN, JP, CN For instructions and more details, please refer to this help document.Limited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical dataReport of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. ThanksWhen to use Tickets instead of Tasks
Hi We have a discussion going on here that I'm hoping I can get your input on. The sales team need to interact with other parts of the business over the lifetime of a Deal. Such things as getting the solutions team to spec out the formal requirementsWhy does the Decision Box field not update?
I have a very simple custom function to validate whether a lead is over 18 years old. It reads correctly, saves correctly, and gives the correct output in the log info. However it does NOT update the record. Test data should return "false" and uncheck
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Sticky Posts
Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records WithAnnouncing 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 otherEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allQ3 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 leveragingEnhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
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