How find phone number in search inside deals module
Hi, i have thousands of deals, inside them, there is a phone field called "whatsapp" I want to seach phone number and see deals related, but when i try search for example: +5522999221132, it not found anything. How to solve it? thanksIntegrating Zoho Sheets to Zoho Canvas view
Hello, My team and I would like to add the Zoho Sheets view as a section in the Zoho Canvas view for the lead module. Is this possible to do?TimeOut when getting account emails
I'm encountering timeouts when making multiple calls to the "Get Emails by Record" endpoint, specifically while using the Account module. Despite each account having only one email, retrieving emails from ten accounts triggers timeouts. Here's the exampleClient Script on Deal Stage Change from Detail page, not Edit page
I understand that I can run a client script “on change” from the Edit page of a record. The script needs to act on the default Deal Stage field. The Deal Stage can be changed from Edit mode or Detail view. Is it possible to disable the Deal Stage “button”Daily User Activity Reminder Email/report
I'm trying to create a report that we can send every user which will show their individual "Todays Tasks and Events". Currently, we have a lot of workflows and schedules set up which send individual "Task Reminder Notification" emails throughout theCanvas and Related lists
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating thisFunction Question: Open activities triggering deal stage
hi there, i need help with a function. i'm trying to dom the following: when a new open activity, specifically a meeting is added to a deal in the deals module, set the deal stage to "scheduled" is that possible? thanks a lot for the support!JavaScript SDK doesn't match RelatedLists REST API
I've raise a github ticket https://github.com/zoho/zohocrm-javascript-sdk-6.0/issues/4Deal Currencies in parentheses
Hello! I could not find an explanation in the knowledge Base, what does the currency in parenthesis mean in Deals? For example: $8000 (CNY 8000). It is very confusing. Also, is it possible to have a custom currency per account and an overall currencyPlease add Cliq integration in Blueprints
Please add Cliq integration in BlueprintsCRM - Quote Module, List Price
Is there a way to make the List Price Locked, and not editable in the quote module? Example image below. The List Price is not a greyed out field and therefore can be edited by an estimator. I would prefer that this not be editable, since it is a standardFrom Bigin to ZohoCRM
I have been using Bigin for quite sometime and few other Zoho app so i eventually purchased the Zoho one and I believe migrating to Zoho CRM would give me more integration among the many functions and apps, the question is what is the best process toSearch Function not working
We cannot look anything up using the magnified glass or within the project to connect contact with payments etc. Please help!!Deals module field " new business" or existing business"
Could you explain what "existing business" and "new business" in Deals module?How run post api json request using function
Hi, i want to send whatsapp message using z-api service, they provide api to send messages. I whant execute it in workflow rule, inside functions. They have api code example in javascript: var settings = { "async": true, "crossDomain": true, "url": "https://api.z-api.io/instances/MY_WHATSAPP/token/MY_TOKEN/send-text",Function #43: Transfer record information from one module to another with subform datas.
Welcome back everyone! Last week, we learnt how to Organize Contacts based on the Deal Stages. This week, let's look at a custom function that lets you transfer data captured from one module to the other along with the subform data. Business scenario: The standard sales process involves entering the leads acquired through various channels to the CRM followed by lead qualification and conversion. The process is quite linear - create a lead --> qualify the lead --> convert it to contact -->Refresh Token Missing
The refresh token is missing from the token response. https://accounts.zoho.com/oauth/v2/token?code=1000.17affa9&grant_type=authorization_code&redirect_uri=http://localhost Responce is {"access_token":"1000.59a","expires_in_sec":3600,"api_domain":"https://www.zohoapis.com","token_type":"Bearer","expires_in":3600000} You will notice that the refresh_token is missing.Can Client generate Sales Order by himself?
My business primarily operates in the B2B sector, and I've observed that my sales team and I spend an excessive amount of time obtaining sales orders from our customers. This is particularly relevant in a product-based business with multiple SKUs. I amRelated list Mobile Device
Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accountsCustom chart on zoho crm homepage showing daily created deals
Hi, i want to create custom chart, that need to show on homepage of zoho crm, showing how many deals was created daily. It is bar chart, This chart also will show distribution of who (name of person) created those deals, would be something like this:About My Untouched Deals in Home
Hi Experts, I would like know how many time is required to show a value in My Untouched Deals Component located in Home , I have created deals and avoided updating its since more than two months ago and I do not see the effect in this component. PleaseBulk Add notes
I think that it's an absolute need and basic feature to add. I know we can import notes from an xls spreasheet, but that's not what I'm talking about. We should be able the same way that we can bulk send email, bulk add activities, we should be able to mass add noteIssue with function → no lookup
Hi there, i have an issue with a function that is renaming all entries within a module (Feedbacks) following a certain naming convention. everything runs fine except, it doesn't add the account name. i believe this is due to the fact, that account shouldHow would you...
I have a need where we have a custom module where we book in demo's of equipment, this works well and puts the demo on the calendar etc... However we have got to the point where we want to create demo form, that is a form our user fills out when the customerE-mail opt-out filter
In our last e-blast sent with a synced list from our CRM, I was reviewing the opt-outs. In the lead or contact record the opt-out shows in there record under campaigns. It does not show in the filter for "e-mail Opt-out". Why?Create CRM Notes from Creator using Deluge
I sync our CRM with information from a Creator application using the zoho.crm.create and zoho.crm.updateRecord functions, passing in the appropriate Map variables. This is working fine. However, I'd like to be able to create Notes associated to CRM modulesPredicted Achievement in forecasting is badly wrong
I've recently set up the Forecasting module in Zoho CRM but the Predicted Achievement seems wildly wrong. In our current quarter which ends in 9 days, it's predicting us to achieve £55k over our target, despite there being only £43k available in the pipeline.Deals created this month kpi in home dont show due to permission problem
Hi, i want to see "Deals created this month" in home section of zoho crm, but it not show. It show message: "You do not have permission to view this component.". When i click information, it say: 1. The corresponding module or field may have been disabledZoho CRM Digest - March 2024
Hello Everyone! Are you ready to catch up on all the latest news and highlights from the Zoho Community from Mar '24? Our March digest is here, packed with updates and engaging discussions that you won't have to miss. Let's dive into the March digestKaizen #91: Dynamic Lookup filters using Client Script
Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specifyZoho CRM - Updates to Assign and Remove Territories APIs
Hello everyone! This post is to inform you of the changes to the Assign and Remove territories APIs from V2 to V6. Currently, from versions 2 to 6, the assign and remove territories APIs give a success response and assign or remove territories of theRow Count Column in CRM Reports
Hi, i can't find a way to NOT display the "Row Count" Column in a report. i'm sure it must be possible though... configurationCPQ - Price Rules applying to a prodcuts group
Hi Zoho Team, In Product configurator is possible to make a rule where you can select "Any product" and set an "aditional condition", thanks to this we can apply a rule to group of products. In case of Price Rules, when I make a Rule for Any product isReceiving emails into CRM
Hi there, Emails are being sent out of the CRM perfectly, however i want all emails from contacts to be received within the CRM. Regardless if there is a lead or not. I currently have the trial version and am testing your program. I will not upgrade unlessO365 thru GoDaddy, New CRM domain authentication fails
I've tried to authenticate my domain so I can send email campaigns without the Zoho server string after my email address. No one at GoDaddy has been able to solve this matter, this is making me rethink this platform! Being able to manage all user engagementMultiple Selection/Select All for Approvals
I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way toEmail > "IMAP - Inactive" notification: Notify Admin when disconnected
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connectionHow to know when an email was added or modified?
When an email is added to a Contact or Agency, the Modified_Time of the Contact remains unchanged. This poses a challenge in detecting when a new email has been added for data synchronization purposes. In my workflow using SSIS, I rely on a Last SyncIs there a way to remove the client share button on the Notes section?
Currently we don't use it, and sometimes it's pressed by mistake. Is there a way to remove the client share button from the Notes section in the CRM?ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetNext Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
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
Most Discussed Topics
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',
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Ishwarya SG
Pheranda Nongpiur
Sunderjan Siddharth
Subhash Kumar
yongmeng.tay