ODBC or JDBC Access to CRM
Is there an ODBC or JDBC driver available anywhere that can access my instance / data in Zoho CRM. I am not interested in CloudSQL or Reports, or any other access. I just want to report against my CRM data from say, "Crystal Reports", "Pentaho" or anyDifferent between Zoho CRM Kiosk and Command Centre functionality
Is there anyone who can tell me the difference between these two features available within zoho crm. I want to know what is the logic behind to build this kiosk functionality ? Because we have now blueprint , command centre and kiosk feature in crm soAdd Related Lists to Forms View Canvas
Hey! Is it possible to add a related list to the Forms View Canvas?At the same time, promote the potential and the proposal stages
Hi, we are working in Zoho CRM with potentials and proposals. Potentials have stages, and proposals have stages. how can we define that when the potential stage is forwarded, the proposal stage goes forward automatically with it? thanks,Working with timezones - British Summer Time
Hi Im using Deluge to create Meetings, for example: meetingDateTimeToPass = meetingDateTimeToPass.toString("yyyy-MM-dd'T'HH:mm:ss","Greenwich"); What timezone do I need to pass that caters for British Summer Time and Greenwich Meantime? ThanksAbout Zoho CRM Mail Integration Capabilities
When we provide email integration from Zoho CRM, are emails sent from Zoho CRM displayed in the email inbox? For example; I sent an email to a customer from Zoho CRM. Will I be able to see this email in my email sent box?Create Custom Function: Update Appt date & time field
I created a custom field for Appointment date and time. I want to create a custom function that allows my lead record to be updated with the appointment date and time booked through Zoho bookings. For ex: Sally Sue books a consultation for a MarketingPortal View Permissions
Hello! My company is looking to buy new portal types but is wondering about the access they would have. For example, we would most likely make this portal for a module we call "Staff". Is there a way they view all records in the Contacts and Leads modules,Need to auto Re-Scheduled the call when No Answer
This call has to work for all the modules. Schedule a call when the call result is put as "Requested call back", "No Response/Busy" Can I get both the options where once the above request is filed the call has been rescheduled for 3 days later and oneFetch Data from SubForm
Hi Team - I have a subform in one of my modules. How do I fetch data from the subform. I tried the for each element custom function but apparently it doen't work in subforms. Any ideas would be greatly appreciated.Introducing Canvas Record Form in Zoho CRM
Dear Canvas users, We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas! The essence of any CRM is in how it enables you to manage and interact with your customer data. Accordingly,Has anyone successfully added Microsoft Graph API Oauth2 as a connection?
I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft sideCreate a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM
How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filterZoho CRM - Client portal
Hi, Is it possible to customize the client portal in Zoho CRM? Specifically, can we add a logo, change colors, and include custom widgets?No Instagram Page under Socials
Why is Instagram page not showing up even though I have it connected to Zoho Social? I'd gladly integrate it with lead generation in CRM. Thank You.Alternative to triggering a workflow on uploading a file to an Account: Workflow <-> Forms?
Hi, We have large documents that we are handling in our Zoho environment, and we need to go through these documents and check them again after x amount of months. We want that the end-user is forced to provide this date when uploading his documents toMap dependency to section?
Is it possible to create a map dependency to a complete section instead of just to a different field? I would like to customize my leads layout so that when I choose a particular option in a field (ie - industry), it will open up a section relative toSend SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have SenderWe've enhanced our Zoho CRM and Zoho Projects integration – here’s what’s new
Hello all, We've enhanced our Zoho CRM integration with Zoho Projects to make managing your projects even smoother and more intuitive. This update expands upon our existing setup, which has already made it easier to manage projects by linking them directlyHelp with related records
Hi I have a function where I have Clients (accounts) and Deals (potentials). I want to search my deals that are related to each client and then select a particular deal based on criteria (for example here I am going to use "Deal_Number". As below I amClient Script limits per Event?
Is there a limit to the number of Client Script functions that can be attached to an Event? I have a module where 94 fields can be modified in the Detail Page (Standard) view and each field value change should trigger different calculation updates inProjects no linking to Deals - "No Company/Account or Contact associated with this Job
I can start a Project in Projects and connect it to the Job (Deal) and it works. However, if I go into Deals and start a new project is says "No Company/Account or Contact associated with this Job"". I have linked Accounts to Jobs with a Lookup but itZOHO CRM Client Script Disable Save Button
Hello Team, 1. by the client script we can now Disable and enable the save & save and new button. 2. We can also apply the condition on button. 3. Show the message Code:- //..............Button Save............... var buttonObj1 = ZDK.Page.getButtons();workflow between CRM and Projects
I am investigating whether to move to Zoho as a new CRM and Project Management solution I would like to know whether it is possible to automate the creation of a new project once a sale marked as won in the CRM It does not appear that you can do it. IsDoes the webhook support sending a pdf file?
We are trying to clean up a process and it would be great if we could send a file (pdf) via webhook to our server. I noticed that within the webhook all parameters are available except our "file upload" field name. Is there another way to pull thisAuto-Follow Rules do not show up in Feeds
I want to see a log of ALL activity for all 3 users under my Feeds. I have it configured the Auto-Follow rules correctly according to the instructions, but only my activities show up in Feeds. (BTW, I am the SuperAdmin). Any idea what I could be missing?Sharing Account related data without showing ALL records
Imagine having an Account associated with Owner A. That Account has a bunch of Sales Orders also owned by Owner A. Now, that Account changes ownership to Owner B, and some new Sales Orders are now also created and they are now owned by Owner B. Well,Quote screen email
Is it possible to send an email from quote screen without an attachment? I would like to send the information from the quote in the body of an email instead of a PDF. Thanks DavidKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedRelated lists duplicates on all tabs when using canvas
I'm trying to add a timeline on a tab using canvas. I put it there and fit it to the right size. But then that related list shows up on all tabs at the exact same place and overlaps everything there... why are my related lists showing in all these tabs?Introducing the locking option for CRM records
Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latestDynamic filters in Reports for non-date fields
Hello, Checking if dynamic filters for CRM Reports for fields that aren't date related are in the future roadmap, thanks! For example, I made a daily activity log for our Deals and PO's. It's using the Stage history related module and returning anythingAutomatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (withoutEmail in Zoho CRM stuck in "Sent" Status
We sent an email today directly from CRM (not IMAP). Usually, when we send our emails, we see a few different Statuses, such as "Delivered," "Opened," "Clicked" or "Bounced." But today we sent an email 8 hours ago and the status just keeps saying "Sent" (yes, I refreshed multiple times). Did the customer receive this email? We need to know. What does a Status of "Sent" mean in this case. Any help would be much appreciated.Portals users cannot see Deals and Custom Modules
We have a construction company. I have set up Portals so trades can see some of the Deals information. I also have a custom modular for Sign-In dates and additional information. I want them to see the Deals and see the dates they need to be onsite. IAutomatic Zip Code Lookup
I am requesting a feature that will auto complete the City, State & Country upon entry of a zipcode. This does not seem like an unreasonable request considering the ease it could be implemented.Creating sub deals for one deal driven by price increase
Hi All, I was wondering, if anybody can share an idea, how can I go around this issue. I have created a deal that represents a contract with our customer, however during the duration of the contract, the price increases. So let's say the contract lengthChaining together record creation and functions
Hello. We want to make CRM as simple, automated and guided as possible, because some users will use CRM for a single project in a year. These users are going to create records only in one scenario: creating a deal in a campaign. So, for these users, creatingZip Code or Post code assignment in Territory manager to distribute leads
Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,Next Page
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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 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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