Appointments, services and Job sheets
If we make an appointment with a customer for a service and create a job sheet the one thing missing is the ability to link to the customers specific piece of equipment. Any ideas please.Kaizen #157: Flyouts in Client Script
Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client ScriptHow to change Base Account
How do i change my base Account set up on Zoho?Introducing 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 introducesConverting Client back to Lead
Hi everyone, I am following the instructions here (https://www.zoho.com/crm/resources/solutions/convert-contacts-back-into-leads.html) to build a custom button to convert a client back into a lead. I am hitting the error Failed to save the function Variable+ Field(s) of Lookup Record
Why can lookup field values not be mapped to system-defined fields in the child record? Ex) I'm mapping Contact info (name, phone, email, etc) via the lookup field to records in a custom module "Locations". Due to this limitation, I'm required to createNeed to extract data based on userid - Confuse on term to "aggregate"
Hello, I have a report that have many dates for many customer. I want to extract the list of all dates that pertains to a specific customer, logged in the portal, and then find the next upcomming date. Is that what is call aggregate ? Or fetch ? (englishRodger's helpful scripting tips #2 - Subforms
Subforms are very useful but also poorly managed. So here are some helpful tips for when you're managing subform data. 1. Subforms are actually a hidden module within Zoho and you can get data out of subforms for all records. If you've ever tried to createSet connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()How to Deduplicate 100s of records that the deduplicate function didn't fix
We imported 100s of records from Zoominfo into Zoho (not unusual) and typically, if there are duplicates, it just updates the Zoho record but for some reason, it didn't this time. Now, we have 100s of duplicates. The deduplicate tool only fixed a smallZoho Creator Integration with Zoho CRM goes live for Professional Users
Hi all, We're excited to announce that the integration of Zoho CRM with Zoho Creator, previously available for our Enterprise and above edition users, is now accessible to all Professional users! With this integration, Professional plan users can nowPublic Portals
Hello! I'm wondering if there's a way to make more modules be able to be public in a portal? Right now I have a portal with Contacts, Deals, and Products all public. But I would really love to have Leads as well. I'm aware that I could just add all theNew permissions for accessing emails sent via Zoho CRM
Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email composeImportant changes to Kanban view for Meetings, Calls, Tasks, and Appointments modules
Last modified on September 30, 2024: These enhancements related to the Kanban view in the Activities modules are currently available for all users across all data centers. Modified on September 12, 2024: This announcement was initially shared as a heads-upGet Lead Data Converted Record
# Tips of the Day 27 - Jan - 2023 Get Converted Record Data inside the zoho crm the API Call resvp = zoho.crm.getRecordById("Leads", 5388660000014454001,{"converted": "both"}); info resvp; Get data by search Record API search = zoho.crm.searchRecords("Leads",Enable Validation Rule for Multi-Select Picklist Field
Zoho, Please allow validation rules for multi-select fields.Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with globalShipping cost in Quotes
Hi, On most of my quotes I add shipping costs. We have a grid depending on zones. Today I add the shipping cost manually by copy-pasting the price from a spreashit. I'd like to have at least a way to select the applicable price of the zone so I get the401 w/ blank response while using a valid access token to query records in Zoho CRM
Hi, I'm building a background sync app for my website, so I used the API console to generate a Self Client w/ authorization code. I set the scopes to - ZohoCRM.settings.ALL based on https://www.zoho.com/crm/developer/docs/api/v7/modules-api.html?srcPlan=NewCRM.Order of the Tags
Hello, I have a full list of tags for my clients. But i'd like to be able to reorganize them and make the ones i'm using the most, on top the list. Can i do that? If not, can you make the option available, a drag and drop. ThanksCalculate days between date
Hi there, I want to retrieve the number of days between the day I buy a product, to the day I sell. So I can have the days of stock duration. Example: I buy 1 car in January, 10, 2023 - then I sell that car in January, 30, 2023. My. stock duration isLooking for ZOHO expert to configure CRM setup
I am looking for a ZOHO export to whom I can outsource the following tasks : 1. configure ZOHO CRM to suit our needs 2. Customize the Quotation template. We are a web development agency so we sell hours and not products and as a result 80% of all theRelay Mail Failed
Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails willZoho carbon footprint
Hi, I am calculating the carbon footprint of my company and would like to include the use of Zoho, because it is core to the company's operations. Do you know the carbon footprint of using Zoho? This for example could be emissions from using Zoho forChanges made by Blueprint Transitions are registered as made by an Administrator
There is a HUGE problem with Blueprints. Changes made by Blueprint Transitions are registered as made by an Administrator. Taking advantage of Blueprints we have setup must of the changes in Leads and Deals. Now our Audit Log is FULL of changes made byClient script to validate field: showError and prevent Save
Hi, I am pretty new to Zoho CRM customization and I would like to know which is the best practise to use client script for field validation. I developed a very simple function to validate "onChange" of a field. When the user enters an invalid value, theIs it possible to close manually the tracking window of a phone call ?
Hi, When somebody's calling, there is a tracking window opening on the right hand side of my screen in any Zoho application. Unfortunately, because I'm out of the office once and a while, my phone line is redirected on somebody's phone outside of my company.Bounced Email needs unblocking
Hi, One of our leads email addresses has been blocked due to bouncing. It says the reason is smtp 550, potential spam. This is a double opted in contact expecting the emails. We sent 1 email to them with a ZOHO Survey integrated link, CRM says this emailHow to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.Upload Bulk records in Zoho CRM
Hi, I am trying to upload bulk sales orders into Zoho. The process is so slow via API, so I have decided to change the approach and now I want to upload the Sales orders using csv. Still, I am not sure how I can add the order line products via CSV inUnderstanding Schedules
I consider myself vaguely intelligent and generally pretty good at CRM type stuff, but Zoho Schedules have got me stumped. I'm sure there is a really easy answer to this, but I can't figure it out. I need schedule to run a particular function each atAbout Zoho CRM education and Certification
Hello, I manage our Zoho CRM system where I work. I want to improve myself with online resources on Zoho CRM. I want to have advanced knowledge. But when I searched the internet, I came across many different websites and resources by Zoho about Zoho trainingIntroducing Built-In Telephony in Zoho CRM
Dear All, Greetings! We are excited to introduce the bespoke "Built-In Telephony" in Zoho CRM. Built-in telephony is designed to allow organizations to build their own telephony framework, manage subscriptions and payments, generate call reports, andWix form submissions to new lead entry on Zoho CRM
Although it works flawlessly with Zapier transferring my Wix form submissions to CRM as new leads, Zoho flow does not have Wix or Wix Automations. I'm tired of paying for extra services like Zapier for things like this when I pay for ALL of Zoho services.Automate Zoho CRM Export to pdf
Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email theZoho CRM does not allow uploading attachments
Hi Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed". Does not raise pop up with additional indication ThxAdd a line to Account and Contact Default Address Fields
Hi all, I know this seems like a small thing, but it would certainly make my life easier. A lot of addresses we have to enter into the system now have multiple "Street" fields in their address. It would be amazing if Zoho enabled an "optionable" "MailingBest way to Sell a House Online with ZohoCRM as Back-end?
I want to sell some houses For Sale By Owner on our Wordpress Website and want to use the data in the "Accounts" Module within ZohoCRM to populate the details of the homes shown. Does an elegant way to do this already exist? If so, what solution do youemail templates not displaying to select from
Hello, I am a brand new user to Zoho CRM, I have created a few email templates, put them in a new folder and shared the folder publicly, however, I cannot see the templates to select them to send. I have even made them favorites but they still do nothow to get users from a group id using API?
Hi, let say I have a group id, and that group has 10 members. which Zoho CRM API that I can use to get those 10 user ids?Next Page
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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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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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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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