No emails in contact timeline?!
I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows onlyTrouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In otherCustom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but whenZoho CRM - Product module, Qty in stock is updated in finance information but Showing 0 in stock information
Hi, I have integrated inventory with zoho crm, As a result of it i could able to see the stock in qty in finance information but in stock information of the product it is showing as 0 even though we have stock in hand. How to auto update it? It should be auto updated when we receive stock and send stock .List of products purchased by a customer
Hi, i need a list of productos purchased by a costumer, so i can offer you a complementary product. I cant find the products module on my CRM and i dont know if can do that? Thanks.Historic Records of a User
Question: If we have a Sales Person they are on the "Sales Person" for the Record and then for whatever reason that person is no longer with the company and we no longer need that User Seat, do those records keep that name in tact to that client so weRich text support for Notes
Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: As @Andres pointed out in the below comment, I request you all to follow theSeguimiento de campañas mediante UTM
Llevo varios días preguntándome si es posible hacer seguimiento a los leads que lleguen al modulo de clientes desde nuestras campañas de anuncios, encontré que se puede hacer esto mediante un campo de utm utilizando zoho forms, sin embargo nuestro funelLayouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,Sort a supform by date field
Hi, how can i sort a subform on a date field, so that youngest date are in first row? thanks RolfIntroducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-upKaizen #141 - Zoho CRM's API Collection in Postman
Hello everyone! Welcome back to another week of Kaizen! In today's post, we will discuss: What is Postman? Zoho CRM's API Collection in Postman Where is it available? Prerequisites for using the collection Forking the API Collection from Zoho CRM DeveloperDynamic individual targets on CRM analytics for salespeople
Hello, Following this thread https://help.zoho.com/portal/en/community/topic/zoho-crm-sales-targets-for-individual-salespeople There is no option today to set a salespeople dashboard template because components' targets are not dynamical. As answeredAttachments Section Workflow
Hi there, Is there a way we can setup workflow notification trigger every time any attachment is uploaded or removed into the attachments section: I would like to make sure that our Managers get notified whenever a document or file is uploaded for ourReview Request within BluePrint
Hi, related to the question and answer here: https://help.zoho.com/portal/en/community/topic/approval-request-within-blueprint Now I can run the approval request within blueprint by separate the stage into several blueprints. However, when I tried toCannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stagesUnable to cancel Zoho CRM Plus trial
Hello I need to cancel an unrequested CRM Plus trial in order to access my regular CRM professional account. Whenever I want to access my data on crm.zoho.com, I am automatically redirected to this page https://crmplus.zoho.com/portalXXXX Whereas accordingPhone masking
Hello! Is there any way to hide the phone number in Zoho CRM from agents and still allow them to call customers using click to call button?Deduplicate - How can I find out if my version of ZOHO CRM can Deduplicate?
We would like to combine all the duplicate records. From Tools I cannot find the Deduplicate tool. I am also an administrator (although there are three administrators. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.comCustom Function to create a Task in Zoho CRM
Hi there, I don't know much deluge and need some help writing a custom function. I want a task automatically created and assigned to a user and to notify the user. The user is dependent on who the deal owner has selected as the assessor. I am using aCreate custom button which replicates the Mail Merge button
Hi Our CRM users go to a Deal's record>More>Mail Merge to create a Contract. This works well. However, can we have a custom button called "Send Contract" which appears at the top of a Deal's record? The functionality should be exactly the same as if theyAutomatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know ofNotification SMS in only in India?
Is this correct? Why does it even show up as an option in my settings if I can't set it up? What is everyone using for SMS from Zoho? Would love to integrate with Ooma, the phone I can do but also SMS.Attachment in custom module
Is there a way to attach scanned documents in a custom module? I created a module for assets and would like the portion to be able to attach a vendor invoice. Thanks RudyKanban User Permissions
For some reason, I don't have access to the Kanban board as an Admin in the CRM. This seems odd, but not sure where to have the Super Admin change it. Kanban seems like something that should be open. Thanks!Add options to a picklist without going to the Modules and Fields
I've been working on simplifying the CRM interface with Wizards and Canvas views. Now my users are asking if they can add a new option to a pick list from the Canvas view and Wizards. I can't find any info that gives me the ability to do this in a function.Adding view to canvas from Standard view - help please
Before switching to Canvas View we had a section that showed only OPEN deals in a CONTACT Record (screen shot below). I'm not sure if this was something our previous developer created or if it's a zoho system section. Either way I'd like to replicateAuto-renaming custom function name after editing in the editor
Hello, Current State When a custom function is renamed in the editor and the custom function widget is deployed to a workflow, we observed that the custom function name does not change. Most often, because the custom function is not changed, it makesEdit Functions via API
Hello, I am unsure if there is a way to already do this but based on what I have been able to find there is no way to edit a function through any API. I would like to be able to manage my Zoho CRM functions in GitHub but currently I have to manually updateAdd zoho analytics dashboard to home page
Hi， CRM's analytics some times are not able to fully cater data analysis. So I would like to use zoho analytics , is there any methods I can show dashboard in home page?Adding a Button into a Column on ZohoCRM Email Templates
I cannot figure out how to add a Button into a column on Zoho CRM Email Template builder. When going into the Column section, it provides the configuration options, which include text and image variations. However, in a "Note" section below it reads:How to Set Default Value for a Specific Field in a Subform Based on a Condition?
I have a subform called Materials, which contains a checkbox field named Charge. I want to set the Charge field's default value based on the variable g_VIP under the following conditions: When the page loads (Page.onload). When the "Add row" button isNew and upcoming updates in Zoho CRM for better customization — May 2024
Some of the enhancements will be available in the upcoming weeks. Hello all, We’re excited to announce a series of powerful new enhancements adding to the core capabilities of Zoho CRM! These updates are designed to streamline your sales processes, makingBulk add Contacts to a Custom Related Module / Create Linked Module record
I would like to add a Button to Zoho CRM Contacts that can do the following: - Tick any number of Contacts - Click the Button - Show drop down list of Custom Related Module records - Select a Custom Related Module record - Execute - Linked Module recordsYou can now import data into the Calls module in CRM
Availability Editions: All DCs: All Release plan: This enhancement will be released to all customers in all DCs within the next few days. [Update] This enhancement has been released to all customers in all DCs. Hello everyone, You can now import dataScheduling in different time zones
Hi, I'm often invited to attend webinars & telecons hosted in other countries, where the scheduled time for the event is not my timezone. In Z Calendar, Google Calender, Outlook etc etc, I have to do the timezone calculation myself taking into consideration: - if the host has provided a timezone - if the host has put am/pm - if I know what the TLA for the represented timezone - if I know the timezone, need to know how many hours ahead or behind that is from GMT - if that timezone has Daylight savingsEmail Configuration 'undefined'
Hi there, I cant get my email configuration to work. Every time I input the information I just get an error of 'undefined'App Spotlight: SMS-Magic for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. SMS-Magic for Zoho CRM Better engage with your audience using multichannel messaging. Install SMS-Magic to communicate with your customersZoho CRM - webhook limit
Hi, where to find information about total webhook notifications used this day? Something like ZohoCRM API Calls (e.g. 123/4500)? Best regardsSave Button Settings In CRM Functions To Avoid Going Back To The Main Functions Page
Hi, does anyone know if it's possible to change the settings of the save button when writing a function in CRM so that it just saves and doesn't go back to the main Functions screen? Its driving me crazy. My function doesn't appear on the first few inNext 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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