CRM Mail Merge fields
When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show productHow to add Addmonth() in zoho crm using client script
Hello Community, I have one requirement in Zoho CRM. There is Plan duration dropdown field. For ex, I have selected 1 month plan, when I entering date in Plan Start Date, Plan End Date field should automatically filled with Plan Start Date + addMonth(1).How to add followers to Contacts within Tasks
Hi I've seen that the Contact pane of a Task shows a Follower count. However, clicking on it does nothing, and I can't see a way to add myself (or anyone else) as a follower to a contact. Is there a way to add oneself as a follower to a Contact record?Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple contacts, why was this feature not included. Now we have to miss out other contacts or enter them somewhere in the description.!!! this is bad.Associate Zoho Projects With Zoho CRM Help of Deluge
Hello Team, if you wants to connect your Zoho Projects with the Specific Deal, Please follow the code may be it can helps to you. dealId = "4655606000010751004"; //.....Deal ID..... projid = "1688514000000448005"; //.......Project ID........ projnameis there any workflow rules to show pop up if a deal won?
so basically I want to remind our sales person to send a Google Business Profile Review URL to our happy customer. it should be sent manually by using Whatsapp message. so if the deal record stage is 'Won' then I want to show like a pop up in the screenWhat is the data type of Multiselect field if I fetch it using API?
I have multi select (pick list) field like this and let say in deal record I picked several options (20 ft and 45 ft) like this my question is, what is the data type of it if I fetch it using Restful API? is it a String in JSON ? { "Container" : <WhatKaizen #149: Using GraphQL APIs to fetch data in a consolidated way
Hello everyone! Welcome to this week's post in the Kaizen Series! This week, we will discuss GraphQL APIs, a query language that provides an efficient, powerful, and flexible method for fetching and manipulating data from Zoho CRM. Let us consider theAdd Mass Update for Text Area Fields 'Description' and how-to mass update using Zoho Sheet View
It's not possible to mass update the 'Description' field. Please add mass update for text area fields. Thank you. Most new imports don't use description, so we add a first verbose context to leads. As VCF uploads are easy and it's cumbersome to add aMessages module in CRM Mobile App
hello, good afternoon I request help to solve this problem, we have not been able to connect whatApps to crm because I get an error that appears on the screenshot. I would like to know what else to do or if I can request a call with an assistant. ThankOptions in Pick List
Hi there, we wanted to delete an option inside a pick list in the module Leads. For reasons unknown we cannot edit or delete the entry "Nicht qualifiziert". I looked through every workflows etc and cannot find any dependencies on that field. What couldVERY URGENT!!!! the decimal value turn to thousand in Blueprint !!!!!
I have a decimal field and here is the properties i have a decimal value like this in deal record but when I open it on Blueprint that decimal value turn to be 2987How to Send Email from within a custom module (with or without an email template)
It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn'tIntroducing ZDK CLI (Beta): our latest developer tool for Zoho CRM metadata management
Hello Developers! We are delighted to announce the release of ZDK CLI (Beta), a set of powerful command-line tools designed to simplify the way you manage your Zoho CRM org's metadata (customizations) and your team collaborate to customize Zoho CRM. ZDKCalling Functions within Functions - Standalone Functions
Zoho CRM Standalone Functions Standalone functions in Zoho CRM allow you to execute a function within another function. There are many practical use cases for standalone functions within Zoho CRM, including removing duplicate code and code reuse. ThisIs it possible to restrict ZCRM user to see only custom views created by administrator
I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.Zoho CRM Reports: multiple criteria on the same filter field?
Hi, I have a problem that I can't solve when using reports in zoho crm. In my case I have contacts who own the same product with different versions. Often, I need to find contacts who have product A, with version B but who don't have version C. The resultHow would I set up a custom sequence per individual but based on a template/workflow?
Hello Zoho community. I run an events business and we often send out emails to people after a trade show or other event. We have a cadence we like to use (linkedin profile view, linked in connection request, email, email, phone, email, done) . I likeRestrict user from viewing the detail standard view
Is there any way to restrict a user(it can be user-field-based) from viewing the detail standard view? Basically, I have created a canvas detailed view so that on some conditions I can hide some data from the users but the standard view client scriptIf a Web-hook receives any error codes like 404, will it retry?
If a Web-hook receives any error codes like 404, will it retry?, We noticed it has retried to send the web-hooks twice/thrice in various cases, but only once if it has received 200. But there is no documentation about this behavior? Whats is the expectedZoho CRM Kiosk Upload Files
Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"FIPS Compliant?
Does the ZOHO CRM product meet the standards for the current Federal Information Processing Standards? And, if so, where can I find information to provide proof to our insurance company.Deluge - passing collection values from for each loop to updateRecord
Hi, I'm a newcomer to Deluge and am really struggling to get the below script to work. I want it to use a for each loop to look through several fields on the Account record, and then, assuming there is a value in the field, user the proper function toBigInt Failure for Saved Workflow
Hi, I am currently trying to create a workflow as follows: When a record is created in one module (Volunteer Events), it takes what is in the "Areas Requested" multi-select field and sends an email to each match on a "Areas of Interest" multi-select fieldKiosk - how to use multiple records with GetRecords
Hello! I am trying to create a "grocery store list" with Kiosk Studio: I use GetRecords to pull MULTIPLE records from the products module (with a specific filter), and give the user the possibility to choose up to 10 records. How can I USE/ACCESS theShow all task and meeting records associated with an Account or Contact even if they were created in other modules?
Is there a way to create a view that shows all open tasks and meetings associated with an Account or Contact even when the task and meeting records have been created in other modules than in the associated Account or Contact record view? Background: IAdd A Custom Option to a Pick-List Field?
Is there a way to add a custom write-in option to a Pick-List field? For example, the majority of our sales are a set amount, hence the pick list. Periodically we will have a special scenario that would require a custom amount. I want to keep all theGenerate wizards effortlessly and preview summaries before saving records
Dear customers, We're excited to introduce two new enhancements to wizards: You can now generate wizards, and get a wizard summary before saving a record. Wizards in Zoho CRM streamline data entry processes and ensure accurate and consistent data captureZoho CRM -> WhatsApp Integration Problem
As you can see I have my whatsapp account added under the portfolio of my company. The portfolio is properly detected by Zoho upon integration yet WhatsApp Account is not: What can I do to make it visible? I tried creating a new account from Zoho IntegrationFormula field number of days between 2 dates
Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this forKaizen #148 - 'trigger' in Records APIs
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the "trigger" key in the Insert, Update, and Upsert records APIs. What is "trigger"? "trigger" is a key of the JSON type array. You can use this key in insert, update,Analytics Module: Can you move items from one dashboard to another?
Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to1 Quote to Multiple Sales Order
Is it Possible to Create a Custom Function in Zoho CRM that allows one Quotation to be associated with multiple sales orders?How can I change the format of a date/time field?
I have created a workflow in Zoho CRM and it triggers an action in Zoho Flow Actually it sends a slack message/notification to a public channel In this message I pass a dynamic Date/Time field from the Deal Module. The problem is that it returns thisEditing HTML in Zoho CRM Email Template
I am trying to create a template within the CRM email option, but need to be able to use custom HTML. There does not seem to be a way to do so.Colour code depending on range of values?
Is there a way to show different colours (colors) for a range of values that depends on the user's selection from a dropdown list? If so, how? And please provide step-by-step instructions. Example: I have a field that has a range of values from 1-9 thatPick List History - Report
Hi Is there a report or any ideas of a report on Pick List history changes So for example, I want a report monthly of any changes made to a field which is pick list (I know I can view this in the record, but I just want a monthly report off all changesHow to create a BOQ Estimate (Bill of Quantities) in Zoho using Widgets
Creating a BOQ Estimate is a key requirement for many industries like Building and Construction and Professional Services. As native Zoho cannot handle specific requirements, we've created Zoho Widgets for Users and Partners. This project was at least 500 hours of work, but it costs our clients less than $10,000 to fully implement. It is designed to look simple but there was amazing amount of work that went into creating it. We are doing all our estimates using this process now and love it. PleaseZoho CRM and Apple Mail (Macbook)
Is there an add-on or way to sync Apple Mail to Zoho CRM? Currently, we use Apple Mail as an overlay (one-stop-shop) for email accounts coming through gmail, outlook, etc. Now, with Zoho CRM, we'd like to keep using Apple Mail but have emails sent fromDeal: Amount per product?
Hi, we currently have a simple setup for our deals and analytics: A deal has one product and one amount. In the analytics we then simply can filter per product and amount in a deal to see, which product is selling the best, etc. But now we want to addNext Page
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Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access[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 callIntroducing 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 theAnnouncing 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 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 for
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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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