Can I change the HOME CURRENCY?
Official page says "The home currency can only be specified when the multi-currency feature is activated and it cannot be changed once it is set." Do I have any other way to change? I am at the very beginning stage doing the data migration still. If itMeeting invitation request
Outlook send invitation for meeting request. Can Zoho do the same when I use Zoho CRM (new event) with a particular contact (prospect, lead, client) ? My client received my html invitation but could not answered and transfered it automatically in is outlook. ThanksPointing at fiels salutations, being part of 'First Name'
Using formula fields I would like to get the following output based on the value of Salutation of 'First Name'. The field 'First Name' seems to have two vales, the salutation (Mr, Ms, Dr., ...) and the actual string first name. Please see attached file.Zoho Books & Zoho CRM integration - Automatically create estimates in books for specific quotations in zoho CRM
Hi there, at my organisation we are struggling with the amount of estimates being created by sales people, and we would like only specific ones to be created (those that are progressing to be invoices .... etc). We are on a Zoho One subscription, so IMy Jobs Module
Is it possible to customize fields to show within the My Jobs Module?Possible to clone Deals module/restrict visibility of Deals records belonging to a certain pipeline?
I am looking into using the Deals functionality for my business needs and can see how it could be used, but my stakeholders have a requirement that the Deals records from a certain pipeline should only be visible to certain departments in the organisation.Add Built-in Option to Open a Zoho Desk Ticket via Workflow in Zoho CRM
Dear Zoho Team, I hope you're doing well. We would like to request an enhancement to the Workflow functionality in Zoho CRM. Currently, the only way to open a Zoho Desk ticket from a CRM workflow is by using a custom function. However, opening Desk ticketsZoho CRM Custom Fields and the API not showing - Using make.com etc
Hi, I've successfully connected fillout.com (a form tool) with Zoho CRM using make.com and can insert leads into the default standard fields. However, my custom fields in leads aren't showing up on make.com. Upon research, I found "external fields" thatMicrosoft Outlook add-in for Zoho CRM
Hi All, We're looking at an easier way to add emails into Zoho. From what I've read, there doesn't seem to be another option other than to use the Microsoft Outlook add-in. We have 100's+ of emails a day that need to be added into various File/Deals.Showing Closed Activities from one Module to another via lookup fields
Quick question: Currently in ZohoCRM if you have a closed call/ activity on a Deals record, it shows on both the account/ the contact record as well. If I have a custom module (in this case partners) which has a lookup field for accounts, is there a wayAdding Gemini AI as a Link in Zoho CRM
I use Links to search on Google for additional contact/company information. The links are able to automatically add company/contact details which makes it quick and easy when searching for additional background information. What code would I need to putZoho <-> D-Tools integration
Does anyone here use D-Tools SI software? If so, I'm looking to see if anyone has an account of how the paid integration between Zoho and D-Tools works. Looking at moving away from our current setup with QBO and D-Tools as the primary and replacing thatAbility to Change Custom View After Cadence Creation
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence isIts 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely usefulUnable to update Account record
I am making a call to https://www.zohoapis.com/crm/v7/Accounts/${account_id} using Axio Put. The payload I am sending it is in the correct form as per the docs: { data: [ Account_Name: 'Test Name' ] }. However, I continually get a Bad Request error (statusHow to report and analyze a multi-select field entries distinctly ?
As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entriesFeeds Notifications Won't Go Away Unless Clicked On Individually
Unlike Sales Signals on the notification icon, Feeds notifications when a record is updated have to be clicked on individually to lose the badge notification. Is there any way to change this setting so you don't have to open each one for the badge iconMulti-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and couldComments about Zoho CRM after one year of use
Our organization has been using Zoho CRM for about a year now. We took our time up front to develop the user screens, establish best practices and customize the implementation to fit our work practices. When we were researching CRM providers we also considered Salesforce.com, Highrise, and Landslide for SaaS solutions as well as Goldmine and Microsoft CRM for non-hosted solutions.. We felt that Zoho CRM was by far the best value solution for our needs. Here are some of my observations about our experienceCRM limit reached: only 2 subforms can be created
we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.New Search Function
Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display whichCustomizing templates
Hi everyone! I'm facing this issue, I'm not sure how to resolve it yet. Can you help me please? I'm automating the lead onboarding process, so I created a template to welcome new leads and included a button "Book your appointment" It should take the customerMultiple email addresses in Accounts Module
Is there a way when using a template and/or the send email button to send the email to a secondary email address in the Account record? You can do that in Contacts Module but the option does not seem to be there in the Accounts Module.Can't delete functions that are associated with deleted workflow rules
We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functionsPOP Email integration - Outlook emails showing as read
We have switched to a CRM with Zoho and completed the POP integration so that all of our emails are being saved into the CRM. The challenge is now, all of our emails are coming in as read into Outlook. I understand IMAP is the recommended solution butScreenshots to show how to access this function described in these instructions
I read the instructions for customising the Home tab (I have super admin rights): https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-home-tabs/articles/customize-home-tab#Classic_View I don't understand how to get to the option describedClient Script: how to check if a field is visible and the value is "not set"?
In my client script code, I want to find out 1) if a picklist field (called field1) is visible, and 2) if visible, the value of field1 is "not set" (-None- option in the picklist dropdown) Which functions do I use? For #1, is there a method like "getVisibility()"updateRecord isn't working
Hello - I am attempting to pull a project ID from Books and write it into a field in CRM. Please help me figure out why it isn't working - I believe I have everything correct. Thanks! Here's the code snippet: //Get Books Proj ID and write to AFR ProjectMarking of Leads from which Deals were created
Hi, Is it possible to track or tag leads for which deals were/or were not created? I have some leads for which it is important to control whether deals were created or not. They are generated from a specific source. So, it's easy to display a list ofHow do we get the tags that are attached to a record with Deluge?
I am writing scripts and need to get all the tags associated with a Contact record (or Account, or Lead). I know how to get all tags associated with the whole module, how to add and delete tags on a record but I can't find an example of how to targetIssues with Actions By Zoho Flow
Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.Not Receiving Notication in Whatsapp
Hi everyone, I am currently setting up my leads module and I want to receive an email and whatsapp notification whenever I receive a new lead. I am getting only an email notification but not whatsapp. I have already integration my company whatsapp, andFiltering(searching) contact info by using subform info
Hello there, Is there any ways to filter(search) Contact info by using subform info? I am trying to manage my customers info in ZOHO CRM. My customers are mainly families so I set up a family member is a representative as default form and other membersSave and Associate for Workflow Rules
Hello, I have been trying to make a workflow rule that will notify me a week after a lead status has been changed to contacted. However, the save and associate button clicks and then it dims and my cursor changed into a red circle with a line throughKaizen #160: Automating ZDK CLI commands using shell scripting
Hello everyone, Welcome back to Kaizen. ZDK CLI's command-line nature allows you to easily incorporate it within a shell script, to achieve any custom action that you want to execute. It allows you to execute multiple ZDK CLI commands seamlessly, enhancingSocial Selling: LinkedIn Unified Inbox within SalesInbox
Can you add LinkedIn Unified Inbox to CRM SalesInbox - this would enable managing LinkedIn Connections Messaging Directly from SalesInbox - adding leads, creating contacts and or potentials within CRM from Linkedin conversations Examples of LinkedIn inboxAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).Next Page
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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 otherCRM 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 filesTranslation 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, ImagineIntroducing 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 theClient 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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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Announcing 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! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
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