Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets
Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can IError setting up email relay - AWS SES - 554 Message rejected
Hi, I want to use AWS SES to send emails and for this reason I am setting up email relay in Zoho CRM. But when trying to configure new server I get this error: 554 Message rejected: Email address is not verified. The following identities failed the checkIs it possible to create a template to incorporate data in a custom module
I have created a module for application briefs/use cases with our system. I wanted to pull the data into a template to print or to send to prospects. I tried to do mail merge or inventory templates, but it doesn't allow me to access my new customer module. It will allow access to the module for an email template. Thanks,Custom Apps Integration with Creator App doesn't work properly anymore
I have a self-developed custom app (Creator app) that I have integrated since a few months via the Setup/Zoho/Custom Apps integration. Additionally I display a related list in a standard module (Deals). Since today it doesn't work anymore. It suddenlyTAPI telephone
We are going to use a VOIP telephony system and they asked for TAPI. Does Zoho crm support TAPI?Sending generic preliminary emails from PO's / Quote's module without attachment
Hello, A request to be able to send generic emails from Quotes and PO's module in case you need to build a conversation history prior to sending PO. Example: 1. I generate a PO and put it in "RFQ" status, initially setting price to an estimated value,Notes Partial Save and Partially Disappearing - Intermittently
I am having an issue with the notes partially saving, sentences being cut off. This happens mostly when I use TAB>ENTER to quickly save the note, but also happens sometimes when I use mouse to click Save. And I know for sure that the Note is saving becauseHow many Canvas rules can I create?
We'd like to know the number of canvas rules that can be created in Zoho CRM. I'm sure there is a limit but I can't find it listed anywhere. Use Case: We're trying to create a Custom List View Canvas that displays the weeks of the year. We'd like theProduct groups in template
is it possible to add product group title for products and subtotal each group, this is how i want to format my templates:Trello: Invalid Client - Client ID passed does not exist
Hello, I am trying to authorize the Zoho CRM power-up in Trello but always land on the following page: I tried adding a trello client to the Zoho API console but this generated a different client ID to the one in the link of the page in the above picture.Email sharing with IMAP in Zoho CRM
When setting up an IMAP account there is the option for 'Custom Record-Level Sharing Let me choose which customer emails to share with other users.' Where and how do I choose which emails are shared?Integrating Software License Server with Zoho CRM - Contacts vs. Leads?
Hello Zoho CRM Community, I'm working on an integration project between a software license server and the Zoho CRM solution. The goal is to capture trial user data from the license server and upsert it as records in Zoho CRM. In a subsequent step we willEmail Templates - HTML question
Hello, I am making a new quote template. I'm using the version of the template editor that lets you edit HTML, but it doesn't look like this one has "Add header" or "Add footer" options, so I need to do these in the HTML code. What I'm trying to do isBug: ZDK.Client.navigateTo() has recently stopped working for same page reloads.
Zoho - this urgently needs resolving. In order to reload the same "Page Details" page using Client Script, you should simply be able to call: ZDK.Client.navigateTo('record_detail', {module: $Page.module,record_id: $Page.record_id}); This has recentlytrying to update data with deluge function
I'm trying to update a field trough a workflow with the following script. This script works fine as long as i use "save and execute" but as soon as I'm trying to use it in a workflow I get the following error: Data type of the argument of the functionHow to create a link for the lead in a mail template
I build a mail template that we receive to alert us of a new business oportunity and i would like to put in the end a direct link for thar business oportunity in Zoho CRM. There is any way of building a link that merges part of the zoho Crm link and theOverwhelmed by Real Estate Brokerage Zoho CRM Setup: Months of Frustration
Zoho's products are so flexible that I don't know where to begin. Despite having 2 technically savvy (coding experience) people working on this, we're feeling completely overwhelmed and frustrated with the months long setup process. Our Marketing CoordinatorField Update for User field
I have added two user fields in CRM. I would like to process Field updates on these user fields, however, they do not show up in the dropdown list for Contacts. I did create these fields in Contacts. Any ideas why this doesn't appear in the dropdown listMaking calls/ receiving calls to personal phone?
Hello, just started using zoho recently and loving it so far. Just looking for a suggestion from someone who has experience with setting up the calling, this is what I need: - Making calls from zoho CRM dashboard (desktop computer) - Receiving calls,Creating service reports in CRM - how to include images when using mobile app
Hello, I made a custom Timecards module related to our Deals module. We're a contracting business. For various reasons we decided tailoring the CRM for field service instead of using FSM would work best for us. One dual use of the Timecards module isHow to get emailos pulled up from Google email to the Zoho CRM
Hello Zoho Team, How to setup the emails from Google to get pulled up to Zoho CRMCalling from CRM
Hi, I am new to Zoho CRM and I am based in Canada. I am looking to make outbound calls from within CRM. As I was exploring telephony and Zoho Voice - there was a message on the screen 'not available in your region'. Does Zoho CRM not allow calls in Canada.dynamic filter in a workflow rule
In general workflow there are many times that I need a dynamic filter and not just a filter of whether the field is one value or another ZOHO has already worked on a dynamic filter in filtering records in the record search field https://help.zoho.com/portal/en/community/topic/new-in-crm-dynamic-filters-for-lookup-fieldsHow to arrange fields like in the Quote subform, with two fields per row in a single block?
How to arrange fields like in the Quote subform, with two fields per row in a single block?Dealing with Sub forms
Hello, I need to generate a separate waybill for each line in a multi-line subform. The variable fields will be from the subform and the waybill number which is autogenerated and the rest of the fields will be static. How could I design the format toFilter with zoho.crm.getRecords or zoho.crm.searchRecords
Good afternoon, I am trying to create a filter using fields within the "Events" module. Is this possible? I am using the following code: zoho.crm.getRecords("Events", 1, 200, ("This is where the query using the field would go")). If this is not possible,Bug in Rendering Field Label name in Custom Module for Specific User
We have encountered an issue where one of the field names in a custom module is displaying its API name instead of the field label name in the layout. Notably, this issue is only affecting a specific user. Issue Details: Expected Field Name: Invoice DateHow to customize the colors of the Client Portal login screen and add the company logo?
As title, how to customize the colors of the Client Portal login screen and add the company logo?"Voice to Text" typing software for Notes within Zoho CRM
So, is there a Ai, or Software that might be Free that could be used to take Voice to Typed Text and then be pasted into Zoho CRM Notes, Comments. Is their Ai to provide spoken instructions to Zoho ?barcode
we are small business dealing in handicraft products, is it important to have a barcode for us?, if yes then how accepted is barcode from zoho in national markets and what exactly is barcode type and barcode data?Creating Multiple column in the layout?
Hello I am looking to create 4 column to enter data in the layout. I am able to go maximum upto 2 columns. Can anyone suggest me the options for it. RajatFormulas inside a template?
I would like to use a formula inside a quote template. Basic arithmetic. Is this not available with your product? This seems like a really basic function. Since the template cannot go backward and fundamentally change the database of prices and products, what's the harm in allowing me to render the information on the page the way I choose?Customize the Quote Template using formulas
Hi There, Is it possible to customize the Quote Template with a formula so that when I have the "${Quotes.Grand Total}" field I can do something similar to "${Quotes.Grand Total}*6,3". This is the quote's total, times 6.3 (my customer's local currencyAdding a multi-line field as variable in Zoho Flow
I am trying to set up slack notifications for one of our custom modules and want to create it so that it includes 'Notes' [a multi-line field] in the slack notification message. The 'Notes' field isn't showing up as a variable I can include though...Custom "create meeting" button with more functionality than Zoho currently has?
I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and createExtension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomesLimited layout rules in a module
There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. AreCall Duration
Wonder if you can help me, I am trying to create a dashboard component for the calls module but instead of seconds I want minutes, Ive created a custom field called Total_Minutes, is there the ability to create a custom function that works this out fromHow to stop e-mail workflow once a specific lead status is selected ?
Hi, I want to add a feature to stop sending customers our workflow e-mails once a lead status is changed to "booked", so that they do not receive our sales emails anymore upon course booking. How can I do that ?Make certain subform entries read only
Hi all I need to make specific entries on a subform to be read only for portal users. Ive added a field to my subform called 'read only' which is a picklist with the values of Yes and No. Ive set this field to be hidden as its only to be used in the functionNext Page
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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 relevantNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberAnnouncing 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 otherCross 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 call
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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',Conditional 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 for
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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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