Feedback for Meetings in CRM
Hello, We've been using the Zoho CRM calendar for 5 years now. There have been updates, but there are still some basic enhancements that need to be made to make the calendar work well for us: Remove the 50 participant max Add the ability to quick addCustomizable Predefined Fields language in Zoho CRM Webforms
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, certain predefined fields within webforms, such as captcha prompts, reset buttons, and some other fields messages, areHow to get zoho to stop automatically emailing me every time I change something?
It's REALLY ANNOYING!Formula Field "Email" Output or Allow Email Notifications to go To value from formula field
We have a formula field that will always output an email address from one of two other existing email address fields: However, when try to put use the output of this formula field in Email Notifications, it is not showing up: There needs either be a FormulaZoho campaign integrated in CRM
Hi I am using the Campaign module in Zoho CRM but i am wondering if its possible to print out the list of leads for the specifice campaign print out the list of contacts for the specific campaign have more than 10 leads or contacts visible change theIF Statement in Zoho CRM Formula Field
Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destinationUsing nested IF AND statement in a formula field
I am trying to create a string formula to try and gauge how accurate our sales team are when they are estimating how long it will take to close a deal. If they are within the 14 day period from the closing date it should show "On Time". If they are outsideCustom Field drop down lists
Is there a way to create a custom field with a drop down list that can be added to by the user? In other words, I don't want just a static drop down list, but one that can be added to as the need arises. ThanksBatch Processing of Records in Zoho CRM Using Deluge
Hello everyone, I recently faced a challenge with bulk record creation in Zoho CRM, particularly when dealing with large numbers of records. Processing a significant volume of data all at once can lead to performance issues or even errors. To overcomeOAuth Scope for fetching data from Custom Related List
Hi. I'm trying to fetch record related data from custom related list (a function) using Zoho API as described here https://www.zoho.com/crm/developer/docs/api/v7/get-related-records.html My request: GET /crm/v6/Campaigns/my_campaign_id/Members MembersKaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API
Hello all! Welcome back to another post in our Kaizen series. This post details how to back up and track history of actions, such as those performed on a module (example: Leads), track actions performed by specific CRM users, and filter entries withinZoho CRM's V7 APIs are here!
Hello Everyone! We hope you are having a fantastic time and are ready for some exciting news! We are thrilled to announce the release of Zoho CRM’s V7 APIs, packed with powerful new features designed to elevate your CRM experience. Here’s what’s new inPossible to delete the "Big Deal Alert" in Zoho CRM?
Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.How to add a custom field to specific section via restfull API
Hello there, I wonder if there is a way to add a custom field to specific section, e.g. Add to calls module's Outcome Of Outgoing Call section, is there a property like "section_id" or others? ThanksWhat is to be done when a lead goes cold?
If a lead does not convert into a deal for a long time, and there is no chance of that as well, what should ideally be done? There is no option that I know of to close or dump a lead. Only option is to convert to a deal and/ or account. If we delete theDifferent languages for clients using the CRM client portal
Hi all, I have a question about the CRM portal. Half my contacts speak English and the other half prefer Dutch. I have this preference logged in their account and I would like to present them a portal view depending on their language preference or atHow to programmatically set a reminder schedule for a Task on the date specified in "Due_Date" field?
I want to programmatically set up the reminder schedule for a Task that sends out an email reminder on the date specified in the "Due_Date" field. I've looked at the Zoho CRM Insert Record API and it looks like the TRIGGER key for "Remind_At" field requiresHow to use Leads module for target companies when no contact is known
One of our priorities for our CRM is to use it as a prospecting list for the companies we want to sell to. We know what the big buyers of our product are out there, and who would be dream accounts. At this stage of the process, we have no contact in theseRemove all of the junk data that comes with the trial
How would I go about removing all of the junk data that comes with the trial of zoho crm?Address Grabber function for Zoho
I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone knowCustomizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show theNew Search UI
Just seen that the search UI has been updated.... I think downgraded is a better description though. Our customer information is in a custom module. If we search for a name, the custom module no longer shows at the top so you have to scroll... or do anotherHow to add a custom button the opens up "schedule a call" (deluge?)
I thought creating a custom button to auto open schedule a call would be easy, but not so. Can anyone help? Is there a function? TIACan we add Merge Field Fallback values?
I can't seem to find documentation on how to create a fallback value for merge fields. For example, if a particular lead does not have a Company Name, I would like the value ${Leads.Company,} to have something like ${Leads.Company, fallback="your company"}Outlook email integration in CRM - not all emails are shown
Hi! We have configured Office 365 in Setup | Channels | Email | IMAP Integration. The Emails from the inbox are sync and also matched to the correstponding leads and contacts. What we do not see are emails, which are structured in folders, as many ofTrack Email conversations by record in CRM
My organization is using CRM as a means of tracking litigation. It is imperative that we are able to keep track of email history between our lawsuits (Deals module) and any outside communication with counsel outside of our organization. We use a MicrosoftWorkflow - Send template and attach document
I have a file upload field on a custom module. I have a template that I send via a workflow. Is there a way that I can attach the uploaded file to the template before sending it? Moderation Update: A similar case is being discussed in another forum post.Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to updateIntegrating Phone System
Hi all, Our company has various Franchises around the UK. We are looking for a phone system where people can call and say for instance the first three characters of their postcode and be directed to the right Franchises, but one that also integrates withUsing BCC Dropbox - Retrieve Firstname and lastname
Hi, we tested the BCC dropbox function, but currently it is not really helpful. Is there a possibility to configure the BCC dropbox? We would like to - fill in the firstname/lastname fields if the email is defined as "Fname LName <something@somewhere.com>"Adding new Classification and Inquiry /Complaint type and New Agents
Hello Team, I want add new Business Classification, Inquiry/Complaint and New Agents for the new Business in our CompanyBug: Can't Customize CRM Modules
Has anyone else experienced the inability to modify CRM modules and fields. It just pinwheels. Zoho is working on it, but it is now day 2 and I still don't have access.How can we add products using a wizard?
Hi Team, I'm Darshan Hiranandani, planning to create a wizard for adding products, but we’ve encountered an issue: it seems we can't use the products module when designing the wizard. Could anyone provide insights or suggestions on why this might be theAdd sorting and filter for table "Associated users" in CRM | Setup | Security | Roles and Sharing
Hi, for a better overview in this security relevant area a filter for user status | confirmation status and sorting option by name | email adress is needed. kind regards Biocrates CRM TeamImprovements require in canvas layout
I think there is lot of scope of improvement required in canvas layout in terms of layout adjustment because in most of the cases i have issues in adjusting the layout design for small and high screen sizes. Take a look at the below example Look at theMicrosoft Outlook add-in for Zoho CRM
Is there a reason why attachments cannot be directly added to a lead/contact? I can add a note even a whole email, but no attachments. This would be a useful feature. And we would also need to get access to custom modules directly from within outlooMessage Id of emails from IMAP is not the same as Gmail's message id
Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me whyCanvas View for multple module
I have created a canvas view for the account module and lead module has account lookup. In the canvas view, I'm able to show general fields of associated leads, but can we get leads(associated/related items) and account fields visible on one page?Tracking "Last Contacted Date" (emails, activities, etc.)
Hi all, We want to track the last contacted date for Lead records, including emails, activities, etc. The goal is to create: a report of leads that haven't been updated, a field within the record that clearly indicates the last contacted date, and. an automation that reassigns the Lead when it hasn't been touched in 30+ days. We thought we could use ${Leads.Last Activity Time} but it seems that for some insane reason email isn't considered an activity. (Frankly, I don't think email is going toProgrammatically Show/Hide Fields in Deals of Zoho CRM
Do you know how to display and hide Checkbox fields dynamically in the Standard Layout of the Deals module? I’d also like to dynamically change the display-label of the checkbox fields too. For Example: if I have a Multi Select Lookup field of ContactsNext Page
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[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! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your callAnnouncing 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 otherIntroducing 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 theIntroducing 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 forJoin 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 help
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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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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 otherJoin 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?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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