[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 onWHERE 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");CRM 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.Data 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 improvementsParent 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 intoNo 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 allCRM 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.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,Automatically close a Task based on workflow rule
I have a task that is created for every new Deal, and I'm trying to write function that will close that particular Task based on a workflow rule. I'm getting the following error in the function below. I'm new to Deluge so I'm not sure what I'm missing.BIG DEAL ALERT...WHERE IS IT??
I have spent hours looking for "BIG DEAL ALERT", I have followed the instructions..."SET UP", "POTENTIALS" but there is nothing there! How do I set up a "BIG DEAL ALERT" Richard Quickcolourprint.com.au Perth Australia 1300 784 250Can we assign Multiple contacts to one Meeting in Zoho CRM
Hi There, I would like to know whether we can assign one meeting to multiple contacts. I know that, In meetings record, we have contact as a single select lookup. But is there a way that we can show the created meeting in more than one contacts relatedGet Company Logo
In some other CRMs I am testing, I see that, upon importing Accounts/Companies, that Company's logo is automaticaly inserted in those CRM's, is that also possible in ZOHO ?CalDav stopped working
Hello, I have been using CalDav for syncing my CRM calendar with my outlook and iphone calendars. About 3 months or so ago it stopped syncing. I have not changed anything. I have tried to reinstall but I cannot get it to work. I really rely on this asCreating a new Related List entry for Accounts
Hi, Is it possible to create new Related List entries on Account screen? I want to group together some of our custom fields in to related topics, ideally so that they can be hidden or expanded as needed by the user. These are the type of things I mean.Tags order
Hello, I have many tags on a client page, and I'd love to be able to place them in a specific order into my list, so I do not have to go down all the way for the ones I'm using most of the time. A drag and drop feature to make them in order would be great.Button or Links order
Is there a way to re-order the buttons or links that are created?Sub-Forms Data Processing
We are using sub-forms in modules. They are great for recording status and dates of contractor invoices and works. However, there are some functions that we want to use that do not seem possible with the sub-forms: 1. We need to see certain fields fromCustom module in CRM not sending emails
We have a custom module for tracking Quote Requests/POs/Bills etc. We customised it so everyone could see everything in one place. The standard Purchase Orders module wasn't really suitable. In the custom module, the standard email field won't connectWhy company name mandatory for leads?
Hi there, I am quite new to Zoho and try to figure out how everything works, what my best workflow is and how to set everything up. One question: Why is the company name in the leads mandatory? I run a vacation rental business and almost all my customerssync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?
How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?Hidding/excluding specific picklist options from filter
Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads moduleHELP!!How to create a zoho sign template then mail merge
Hello, Zoho team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send that off with an email template tht is attached to a workflow or blueprint. I have this BEAUTIFUL contract, but damn it filling it is almost impossible bc I can only do one mail merge or sign. This would go a long way to automating my sign upAttachment in Sales orders
Hi, I was wondering if it would be possible to make the Attachments section a required field. Alternatively, a pop-up reminder prompting users to update the Attachments field when saving a Sales Order would also work.Next Page
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Announcements
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly 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 relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew 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 number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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Sticky Posts
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly 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 all
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