Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templatesAnnouncing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records WithHELP IN GETTING MY ACCOUNT ID
im using zoho api , im trying to apply the steps to send email via endpoint : /accountid/messages but for that i need to get account_id by using zohoid , im trying that but the result is : resulted in a `404 Not Found` response:\n {"data":{"errorCode":"INVALID_OAUTHSCOPE"},"status":{"code":404,"description":"InvalidSubform - Width
HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click[Webinar] Automate sequential follow-ups with Cadences
Hi there, Any sales process warrants a lot of follow-ups with potential customers. And most of the time, each of these follow-ups is dependent on when the last one was done, or how it was received, right? Naturally, the onus of these decisions falls onWhen Field not empty -> Mandatory subform entry
Here is the scenario. 1. Field: Days of delay is not empty 2. Then: Show Subform below and require to add entries: I managed to setup a layour rule to show the subform when the field has some values. Even though the subform as well as its columns areText snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.WHERE TO LEARN JS ZDK Functions FOR ZOHO CRM CLIENT SCRIPTING
Hello Folks, I have trying to implement some stuffs, in the client scripting in Zoho CRM but I am less in knowledge when it comes to the JS ZDK Library Functions. Like for example, things Like get data of a related field lists, learn functions like generallyquote of the day home page
Dear Zoho, Is it possible to show random quotes of the day on the home page for each user? Think of: quotes of the CEO, inspiring people from around the world, quotes of employees. The administrator can then add quotes to a list, and it will randomly show on the home page. This should not be too hard to implement. This would really enhance our CRM! Hope to hear from you guys keep up the good work Jimmy NetherlandsHow do I customize the "Update Campaign Member Status" fields (Under Campaings/Leads/Edit/Update Campaign Member Status)?
How do I customize the "Update Campaign Member Status" fields (Under Campaings/Leads/Edit/Update Campaign Member Status)? The choices available under "Select the Status" drop down fields do not meet our needs. We would like to add about 3 more customInquiry Regarding SMS Capabilities in Zoho CRM
I have a question regarding the SMS messaging capabilities within Zoho CRM. Specifically, I am looking for the ability to: 1. Send transactional SMS messages, such as those triggered by workflows. 2. Facilitate one-on-one SMS communication with potentialSheetView- Phoneformat
I have Zoho Enterpise I created a filter in listview ,showing my "not correct phoneformat" It is now 491234567 and should be +49-1234567 So I have sheetview and in column next to the wrong phone I created a colomn PhoneOK, being a FORMULA like ="+"&MID(D2,1,2)&"-"&MID(D2,3,15)Darshan Hiranandani : How can Zoho CRM be integrated with Zoho WorkDrive?
Hi everyone, I’m Darshan Hiranandani, looking into integrating Zoho CRM with Zoho WorkDrive and would appreciate any insights or suggestions on the best approach. Specifically, I’m interested in understanding how to set up and optimize this integration.Error while validating field values..
Hello Team, I am seeking assistance with an issue in our Zoho CRM Quotes module. We have configured the following fields: Quote Date: The date when the quote is created. Quote Valid Through: A dropdown field with options like 30 days, 45 days, 60 days,Email Scheduler Not Working
I have scheduled two reports in the Email Scheduler to be sent on a weekly basis. However, I have only observed one instance where the email was successfully received, and no subsequent reports have been delivered. I need to ensure that these reportsZoho Reports printing to half page only
Good to see Reports back. I am exporting reports to PDF but they are showing on half the page only, which looks strange. Is there a way to get all the data onto one page? I've tried all the export and print options. I have attached a screenshot of anCreating a call button which triggers a "Calls" window with Current Call.
Hello, Purpose: Easy to cold call from Leads module without having to enter every single lead. I have been trying to create a button which triggers the same window that "Calls" from the Activities section does. I have managed to create the button. I did that with this script in functions: leadDetails = zoho.crm.getRecordById("Leads",leadId); mp = Map(); mp.put("Subject","Cold Call"); mp.put("Owner",ifnull(leadDetails.get("Owner"),"").get("id")); mp.put("Call_Type","Outbound"); mp.put("$se_module","Leads");Kiosk Studio Session #1: View paid customers in the same industry
Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. CalledKiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out of this feature! The story so far Kiosks help your CRM usersCRM Calendar to start on Monday
Hi, I have been searching high and low and I cannot find anywhere an option to change the calendar settings to the European style Mon-to-Sun instead of the default Sun-to-Sat. Please do advise how I should do that or whether you plan to create such an option! I know it is a matter of habit, but all the members of my team are complaining how disturbing this is. Looking forward to the answer! Regards, KristiInvoice layout
How do we customize invoice layout? I do not need Qty in stock as ours in a SaaS based business.Zoho CRM for Non-profits
Is anyone using Zoho CRM for non-profit donor development? The need to identify potential donors, convert them to actual donors and track all communication with them by a development team. Thanks.Zoho CRM Workflow and Function Backup Options
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.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 otherData Sharing issue: Shared user information outside of defined roles
Hi Zoho team & community, We've encountered a particular issue that I'm hoping you might be able to help us with. The context: Our organisation consists of multiple units that should not have access nor see each others information in Zoho CRM. To achieveImplementing component filters and restoring deleted items in Zoho CRM analytics
Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvementsConnect and create Zoho CRM widget using React.js and package the widget through "zet" sdk
Hey guys, how y'all doing? I have trouble connecting zoho crm widget with react.js or other frameworks. Could you help me with CLI instructions for setting up zoho "zet" sdk and react.js and how to package the app later to be able to deploy it locally?Posibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also showParent Account/ Member Account and Hierarchy
I was creating Hierarchy for Accounts (e.g - Hospital, Clinic, Department, etc.) . Let's say Level 1, 2, 3. I used 'Parent Account' lookup field to define Level 3 parent account = Level 2. Leve 2 parent account = Level 1 I want to see the full hierarchyConvert Quote or Sales Order to Purchase Order
Hi, I am using Zoho CRM and I need a way to either convert a Quote or a sales order into a Purchase Order. We resell products to our customers. When we quote a project for a client we create a Quote today. When we win their business we convert it intoKaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows
Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales teamCreate New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!Rebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedNo desktop Incoming call notification
Hello, We just insalled a SIP gateway with Zoho. We are just debugging some odds, and one of them is: when we have an incoming call, our desk phone rings, and a internal notification is shown in the CRM. However, most of our user don't have their browser opened all day long, and never get that notification (to record the call). Is there any way to get a desktop notification (either from the browser or a desktop app, or even Cliq) to be used ? If not, how do you usually get notified ? BTW we are allMicrosoft Outlook add-in for Zoho CRM
Hi All, We're looking at an easier way to add emails into Zoho. From what I've read, there doesn't seem to be another option other than to use the Microsoft Outlook add-in. We have 100's+ of emails a day that need to be added into various File/Deals.CRM lock task due date
Hi, we want to be able to lock the task due date in Zoho CRM. We have been asking about this feature for years, and still unclear if we can do this or not. I see some discussion over at Zoho Projects, so maybe they are aware of the use case. When we triedQuick question - non-profit database
Basic background: I need to set up a database for a small, non-profit organization. Mainly I need it to manage my list of contacts, donations, and fundraisers. The contacts need to be categorized (staff, donors, volunteers, etc.) and many times theseHow to get rid of 'via zohocrm.com' in the mail received by the customer.
When i send an email to the customer via zoho crm, it displays ' via zoho crm' beside my name. How can i get rid of it, it is bad for business because it reduces the authenticity of my email. Need help as soon as possible. Anil.Toggle UI for Checkboxes
Hey, I would like to have the ability to set Checkboxes to look like toggles:Lead should fill up data set
At the moment I am working step by step on moving all email lists (first name/email) from an external App into the Zoho CRM as "LEADS". How exactly do I implement this so that I send the respective contact for whom I have either - only email or - emailZoho CRM Tracking Google Enhanced Conversions
Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,Next Page
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CRM 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 filesQ3 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 areasIntroducing 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 andIntroducing 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 beZoho 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 elevate
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Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. Editions: Enterprise edition and above DCs: US, AU, EU, IN, JP, CN For instructions and more details, please refer to this help document.Report of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. ThanksCRM 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 filesWhy does the Decision Box field not update?
I have a very simple custom function to validate whether a lead is over 18 years old. It reads correctly, saves correctly, and gives the correct output in the log info. However it does NOT update the record. Test data should return "false" and uncheckhow to export a report with more than 50k rows of data?
How do i export the whole report? This is a report with combined modules.
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Q3 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 areasAnnouncing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records WithAnnouncing 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 otherEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allQ3 Europe 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 Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
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