Allowing users to insert dates into an email template?
Hi, I'm creating email templates for a sales cadence. a step has been requested for an email where the user can insert 2 dates of availability for the contact to choose from for a meeting? Can this be done? TIA arleneSyntax for <criteria> field in zoho.crm.searchRecords() function when the value to check against is a variable?
I want to search for records in the Tasks module whereby the value of a field (called field1) matches the value stored in a variable in the Deluge script (called variable1). From the sample code in https://www.zoho.com/deluge/help/crm/search-records.html,How to add ( show ) the "Call" button for Deals module ?
Now that the "Send Email" button is live, can we also get the following buttons within the Deals module. 1. Call: This will allow us to click to call and we will be able to select which number we want to call. My design has more than one number on thePull Price Book and Product info in a single report
i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans. Moderation Update (16th Feb 2024): The option toEmpty Blueprint Checklist, if required
https://workdrive.zohoexternal.com/external/a059ad42142ef8f184b6b00baa59bed5616fd9dd9eaa1682cac7d2e30f4f0f22How to enable custom function sharing?
I have written a custom function that is triggered as part of a validation rule for one module. I want to use the same custom function as part of a validation rule for another module. Is it possible to do this? If so, how? Please provide step-by-stepCheck data of subform with Client Script
Hello, I read in the this post its possible to access the data from a subform. I have a custom made subform in the Sales Order Module but just can't access the value of it. I get the API names with getApiName() done as the Docs describe. But not the datainvalid oauth token
Hi Folks, I am generating grant token using uri redirect(https://accounts.zoho.in/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id}&response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri}) after that using grant tokenSubform Notification on Edit
Hey friends! We're working on a way to notify a specific user when a subform is edited. As there is currently no way to do this natively, we have a formula column that looks at the length of other columns and then adds them to an aggregate field so thatCannot import Zoho Calendar into another apps
When I export the Zoho CRM calendar, the file exported is null and I cannot import it in other apps (I tried Outlook). Last week when I did the same thing, it worked successfully. Please help!sending json in the body of a webhook POST request.
Hello, I am creating a POST webhook in zoho crm. It allows me to add url params but I want the BODY of my POST request to contain a json object. How can I do this? There seems to be no way to add json in the post body. Thanks, SamarDESBLOQUEAR MEU EMAIL
Por gentileza poderia desbloquear meu email xxxxxxxxxx! Não estou conseguindo trabalhar.Schema Builder in Zoho CRM for database relationship / architecture model
As we are expanding with many new features especially within CRM on a regular basis, I see a need of having a Schema Builder or at least a view of architecture behind the standard and custom modules. The enterprise market requires a regular CRM optimizationIntroducing new options for more flexible validation rules in CRM
Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. [Update | 26 Sep 2024] This enhancement hasZoho CRM Participants Automatic - Invite Using Deluge
Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",Unable to write GCLID via UPSERT API call
We are trying to add the Google Adwords integration to our existing custom web forms, which requires us to write the GCLID value to the Leads we create. All of our webforms use Zoho's UPSERT API, but it does not seem like this API is capable of writingcan I possible get the deal owner name in converted leads record?
Hi, can I possible get the deal owner name in converted leads record? I need to access the deal owner of converted leads using Restful API, but I confused how to get the appropriate field regarding thisIs Client Script IDE not working now?
I'm only seeing the "loading" progress UI now when I want to access the Client Script code I had made a few days ago. See attached screenshot. Is the IDE down?Update an field with contents of other fields
I have an Enquiry Number field in the deal( enquiries ) module and have quote related list so when I add/assign a new quote to deal(enquiry )enquiry number field value should be updated in the Enquiry number field of the quote module. I have a SubscriptionQuick Wins #2 - How to Reorder Blueprint Transitions
Hi all Have you ever created a blueprint and noticed that the transition buttons on the record aren't in the order you want? Watch this video to learn a neat little trick to always get the buttons in the order you want. Reorder Blueprint Transitions — Watch Video If you have any questions about this or need help with setting up your blueprint please email us: zoho(at)s2s(dot)services We will be bring you a new Quick Win every Tuesday and Thursday. Stay turned for our next one!Dashboard dates not sorting
Hi When we click thru/ drill down on the dashboard sections, the resulting table dates are not sorting per the settings in the report. Is there any way to do this? I can manually sort the drill down table on the desktop to fix the sorting issue, but onHow to add ( show ) the "Send Email" button for Deals module ?
Hello, I need the send Email button to be shown in Deal Module. any idea how to do this ? thanksAutomatically save quote in PDF to the Account WorkDrive
Hello, To streamline our quote process, we would like to have the quotation we do in the module to be automatically saved as a PDF when the sales team is doing one of the following: -Export the quote as PDF -Send by Email to the contact For our quotesRicher search experience in CRM with precise results, followup actions, and AskZia
[Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. Planned Availability GlobalZoho Form submissions overwriting rather than appending Multi-Select
Hi team – I'm hoping someone might have a solution to an issue relating to Zoho Form submissions overwriting rather than appending Multi-Select properties in Zoho CRM. Basically, I’m trying to use a Multi-Select property to 'tag' contacts based on theirThe Email could not be fetched, as the mail size has exceeded the maximum limit of 20MB.
What good is the email section in crm if it can't upload an entire email for us to keep record of? Is there a way around this? Moderation Update: IMAP sync is supported for this case. As the issue may be account-specific, please reach out to our supportFile Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?How to change margins in templates
Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template. The default margins make the text go all the way to the edges of the page. Please advise.Newbie!! SOAP API Responses???
So I am a newbie to ZOHO but I've learned alot. I am working on a API request using functions to a third party to create an account on their system by pressing a button in the contacts section of the CRM. It works. But I want to see the responses. HowCreate a rule that alert about lead / deal without pending activity
Hi all, Im trying to create rule that will notify to the lead or deal owner about lead/deal that the user didnt schedule an activity (thats the working flow..). I created rule that will notify the relevant users and i miss the criteria of "no activityTerminal display of portal site
When I try to log into Portal from my phone for testing, the design doesn't show up for the size of my phone and is hard to see. Is the design designed for PC size? How can I make sure it is displayed to fit a cell phone screen?Send Email Wizard - Any Plans to refresh the UI?
Hi, Is there any plans to upgrade the UI and UX of the email pop-up window? Moderation Update: I'm locking this post as the feature has been implemented. Please refer to the post below for more details. https://help.zoho.com/portal/en/community/topiRequest for Increased Login Limits or Alternative Solutions for Automation Testing
We are currently working on an automation project that integrates with Zoho through our custom plugin. Our automated tests involve logging into Zoho, interacting with the interface, and performing actions such as creating tasks or logging data withinGoogle Number
I would like to use my google number to call my leads on ZOHO. Is this possible? If so, how?Webhooks Not Firing from Zoho CRM Properly
We are observing Webhooks not firing properly from Zoho CRM due to technical issues in Zoho's platform. The problem is that Zoho timeline reports the related workflow is running and that the Webhook call associated with it is also running, but our 3rdCRM Kiosk Get Record Override
I'm having an issue where i'm trying to create a record in a crm module, and then with the information i have, try and match to fields in sales orders to match back to the new record. The match will not be exact, so i'm using several 'contains' argumentsTransferring CRM Attachments to Workdrive
relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",Zoho CRM + Facebook Messenger
Hi! Planning to run one of these Messenger chatbots for my business https://botmakers.net/chatbot-templates/explore/manychat Looking to integrate my Zoho CRM with Manychat. Is it possible? Thanks in advance!Zoho Forms - Subform Integration with Zoho CRM?
I created a form in Zoho Forms that includes a sub-form for information that I want to integrate with the CONTACTS module. I am unable to find a way integrate/map the fields in the sub-form with the Contacts module in Zoho CRM. Is there a way to do thisCRM Hack #1: Advanced filters in CRM.
Hello Everyone! If you loved the Tips and Tricks and Automate over custom functions, you're going to love this one! As part of the Zoho community learning series, we're now launching the ''Hacks from the Support Desk'', where every once in a while, you'llNext Page
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Join 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 helpRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileIntroducing 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 forDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantWe've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. As
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setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineHow to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisZoho 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, tailoredDate not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',Zoho CRM says "invalid data. Check the input for Who_Id and try again."
What is Who_ID? Is it the OWNER or the LEAD or something else? I'm trying to add a Call module entry to a Lead in CRM.
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Join 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 helpAnnouncing 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 otherFocus 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?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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