How to Avoid Duplicates When Importing Accounts Based on Website?
Hi all, is there a way to prevent duplicates when importing new Accounts into Zoho, other than using the "Skip duplicates based on Account name" or "record ID" options? It would be highly beneficial to have an option to skip duplicates based on the WebsiteKeep the thrill of sales alive with Gamescope
Introducing Zoho CRM's built-in Gamescope--guaranteed to turn your days of ordinary work into extraordinary fun! Compete with your peers on who converts more leads, completes more tasks, or closes more deals with friendly competition and a lot of fun, while earning badges and trophies in the process. How It Works: It's easy to get started using Gamescope. All an admin has to do is turn the feature 'on' and every user can access it. Users can participate as an individual or as teams. For individuals,Can you change the width of a template, and/or the size of images we upload to the template?
my images look good in preview, but are then skewed when sending email. Also, are image sizes "fixed" by which template is being used? Thanks in advance. CVZoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can goAdd Folders In Related Lists
We started working in the new CRM interface which we find very useful. You are able to organize modules in teams and then in folders. What would be truly amazing is if you can also organize the related lists on the left of each record in folders. CurrentlyChart to show deal values YTD based on Account Territory
Hi all Is there a way to create chart in Analysis that shows Deal amount by Account Territory? I can see that I can group by Deal Terrority, but not by Account Territory, and I can't see Accounts on related modules. Any ideas how I can see that? OllyGoogle Ads Data is Publicly available in Zoho CRM
We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a messScript to share only certain related list
Hi all! I am looking for a script where, based on a condition (field value for example) I can share all records but only from selected related list. Territories, Data Sharing Rules, User Lookup and Manual Sharing is not what I am looking for. Example:Client Script field.setCriteria need the list of possible operators for criteria or the opposite of "equal"
The gist is to just filter the lookup the countries not listed in the multiselect field. I've been using a client script and this time I would like to set this criteria for the lookup: op.setCriteria("((Specialty_Requirement:equals:" + spec + ")and(Countries_Excluded:not_equal:"Task Module quick create settings
Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.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 photosLog 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 elevateNext Page
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UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,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 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 the
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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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