lending system
We are a lending company that disburses loans to customers and collects repayments with interest over a period of 1 to 12 months. Is there a Zoho app that matches our requirements?CRM Mobile - Ability to email Record Notes
By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! AmyMany to Many relationship from Accounts to Contacts
I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, eachCan I generate a Zoho Access token using ClientCredentials flow?
I have a "Cron Job" that runs every hour. It will update 1 (to many) Zoho CRM 'accounts'. To do this, I need to use an access token in the 'Authentication' header. Now I can manually do this via the "api console" (https://api-console.zoho.com/) and manuallyZoho Notes Search
Is there any plan to add a search option for notes within a record? the global search for notes isn't great at connecting the notes found to a specific record and as far as I can tell you can't specify a record to search for notes within. I've tried someGet records from zoho CRM (Invalid Request)
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.eu/crm/v2/Subscriptions 400 (Bad Request) widget.html?serviceO…F%2Fdesk.zoho.eu:88 { "code": "INVALID_REQUEST", "details": {}, "message": "unableMigration from ACT
We have been in the process of migrating our data from an existing ACT database for several months. The migration was imported incorrectly and now we are told nothing can be done to fix it. We call customer service in Texas and the call gets answered by an agent in India. We cannot get any local support and now are six months into the project without 50% of our data. Please do your homework before migrating an existing database. ZOHO is fine if you are starting with a clean slate.ACT to Zoho migration
We are looking into switching from ACT to Zoho CRM. We'll have over 5 users so we understand that Zoho will migrate out database for free. We are concerned about the ACT Notes. They contain rich text formatting. Does this need to be cleaned first?Task status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -New York User
Hi, I'm new to Zoho CRM & getting up to speed with sales automation. Are there any user / meet-up groups in the NYC metro area ?Sending Emails Through Zoho CRM
Hi We send some emails to clients through Zoho CRM. We usually send them from our email account, however, I would prefer to send some from our no-reply email or our contacts email account. However, when I select these emails I get a message that saysExport CRM email template to HTML
Hello, I was wondering if it was possible to export the HTML of a CRM email template? Or at least copy/paste the HTML code? I can't seem to find the option anywhere. Thanks!Trace Workflow Rule email notifications
I created a workflow email notification that triggers whenever a Custom Module is created. However, I noticed that there is one instance where it didn't trigger. How can I investigate the reason?Restoring CRM to orignal Zoho default settings
Is there any way I can restore my CRM to original default Zoho settings withou losing my data?Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to theModule Search is Overcomplicated
The module search bar is near useless to me. The amount of parameters I need to fill in and check off is aggravating, and usually end up yielding no results because I made a minor mistake. I could see if I had 10's of thousands of contacts wanting toRun a report of average stage durations by stage in the Deals module
I need to run a report that shows the average number of days that a deal record is sitting in each stage. See screen shot. For instance, I want to know how long records are (on average) staying in the "Equipment Received" stage before it is changed toInvestigating adding SMS add on to Zoho CRM - Which is the best?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrationsReplace Case Subject with Case Number
Hello, I've been trying to create a function that replaces the content of Case Subject with a Prefix+System Case Number as soon as the case is created. Still new to Deluge and having issues with function programming. Any Deluge guru's help would be.Net integration
All the things I see that are .Net related are fairly old. I am trying to find a good way to integrate with ZohoCRM from a .Net 8 C# application. Something that does not require MySql or Newtonsoft. Something that can be ran in an AOT project. What isKaizen #53 - Sales Orders #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss inserting, updating, and deleting a Sales Order via an API. What is a Sales Order? A Sales Order is a document sent to your customers to confirm the items and prices of a sale. It is usually created after a quote is accepted by your customers, and your items are ready to be shipped or delivered to them. Getting a Sales Order Use the Get Records API to get the record(s) from the Sales Order module. Request URL: {api-domain}/crm/v2/Sales_OrdersSubform Column Freezing and Widths
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challengesColumns width and column freezing in CRM deals and SubForms
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challengesZoho Books recurring invoicing link to a Zoho CRM Deal?
With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoiceFilter Lookup Field In Zoho CRM
Prior to zoho's recent lookup filter update we were able to filter a lookup field based on another lookup fields selection. Their help hasn't been helpful, so starting to go outside the box to see if anyone has any solutions that still works even if itSubform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a userI am looking for the best integration for bulk SMS between Zoho CRM and our clients UK only. Any thoughts please?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrationsCRM will update “tape” if there an event on specific date
Its possible? I’m a weeding photographer and I want to know if there event on the same dateWe have been without Email capabilities and GMail Integration for over 5 days - Business Down. Has anyone else experienced this?
5 Days ago we noticed that ZOHO CRM stopped integrating with our Gmail. All worked fine for years and all of a sudden, no more Gmail integration. Upon further investigation,. we found that we could no longer send or receive ANY emails from./to ZOHO adnNew in Canvas: Customizable tables in related lists, sub-tab grouping, and actions for better navigation
Dear All, The Canvas team has made using Canvas easier and more enjoyable with a few additional customization features that can help you design more effective detail view pages. So, Canvas, as you all may know, is a platform with which you can customizeSelect all records in a custom view at one go!
You can now select all records that belong to a custom list view in one shot. As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. But up until this point, this was not possible. You had to navigate to every page and select all the records until you reach the last page. This could be understandably tiring and time-consuming. We are pleased to announce that you will not have this difficulty anymore. Zoho CRM now allows youFormula Fields in Zoho CRM - Calculating a sum
Hi, I need to create a formula field which shows the total of what the Unit Price is + 45%. The total amount of this calculation is what I need to be populated in the field. I cannot seem to be able to do this. Do you need to calculate between 2 fieldssetup Trigger workflow or not when mass update
Hi , Is it possible that when we proceed mass update, it allow us control trigger workflow or not. Instead of only above 1000 record do not trigger.CRM Dashboard upgrades: Dashboard Locking, Display large numbers in shortened form, and additional display of record count in KPIs
Availability For new sign-ups Available for Standard edition and above in all data centers For existing orgs Available for Standard and Professional editions in all data centers Available for Enterprise edition in AU, JP, and CN data centers. This isBulk Read Related Records
Hi all, My company is working with Power BI for its analytics and as we analyze the contacts within the campaigns, we need via API to have an access to a bulk read on related Records. Is it possible ? I mean through the cvid of a view, can i get all relatedAuto Field Population
I'm trying to automatically populate certain fields when another field gets populated. We have a service module that contains a customer number field. What I'm trying to do is once that field is populated I need other fields automatically populated. ThatCRM Expert to freelance in our area?
Looking for a local Zoho expert and trainer to help us move over from our 30 year old Goldmine CRM to Zoho, is there any in the Calgary area who would like to freelance for us? Thanks KenData conversion from Goldmine dBase. Anyone done this successfully?
As a potential new user of Zoho CRM, I am wondering if anyone has converted complete data successfully from Goldmine dBase version to Zoho. It seems because of the way Goldmine stores data makes it more challenging. In searching old forum posts, it seems the question has been asked before on how to do it, but there was never really a resolution. I can easily export just the pure contact information, but the historical as well as pending activities are what seem to be a problem. Thanks in advanceDefault view in Email on Company Module
Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is fairly new - it used to have it defaulted differentlyZoho Webform => Zoho CRM
Scenario: => Creating a Contact Layout say "Contact Customized" => There is a field called "Company Website" in the "Contact Customized" layout for obtaining the company website => This field is of type URL => I am Creating a webform mapping to "ContactNext Page
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Directly 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 relevantCross 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 AccessNew 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 other[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, tailoredHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesDate 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',
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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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