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.
Q3 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
Announcing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck
Dear Customers, We hope you're well! There are two aspects to being a salesperson: Selling and reporting. While the former is the job itself, the latter helps salespeople evaluate their performance from time to time. This evaluation doesn't just help
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 to
Button Display Conditions
Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field
Map 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 to
Send 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 Sender
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
We'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 directly
Help 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 am
Client 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 in
Projects 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 it
Zoho <-> D-Tools integration
Does anyone here use D-Tools SI software? If so, I'm looking to see if anyone has an account of how the paid integration between Zoho and D-Tools works. Looking at moving away from our current setup with QBO and D-Tools as the primary and replacing that
ZOHO 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. Is
Does 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 this
Important updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains
Auto-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?
How to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
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 David
Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
Convert a CRM dashboard into a presentation in just two clicks
Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. Editions: Enterprise edition and above DCs: US, AU, EU, IN, JP, CN For instructions and more details, please refer to this help document.
Kaizen #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 achieved
CASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
Related 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 latest
Set connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
Can't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with
How to associate email with record?
Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record because
Dynamic 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 anything
Automatically 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 (without
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Report of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. Thanks
Email 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. I
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Automatic 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.
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
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 length
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