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 meetDeletion of Attachments within a module
Hi, Working within a custom module "Discussions" I am finding that users are adding multiple attachments, this is causing a high amount of storage usage in our account - which is needed whilst the record is being worked, is there a possibility that whenEmail Unable to Send Error
Getting this Error when I am trying to email quotes to customers in CRM. Has happened on all of them since yesterday. Am I the only one having an issue?Error when try imprt deals from file
Hi i am testing import deals using xlsx file. I attached example file. When tried import into zoho, it say to check file. If does not contain merged cells or filters. But i not found anything wrong.Zoho Creator ID is 19 digits but max integer is Zoho CRM is 18?
Integrating Zoho CRM and Creator. Want to store Creator ID in Zoho CRM record for future record updates. It seems that the max length of the Long Integer field in CRM is 18 digits whereas the ID in Creator is 19 digits. Am I missing something here? Yes,Better way to include multiple values in an if statement
Using the following to execute a function based on the deal stage. Is there a better way to do this? I'm currently having to use && and input each deal stage I don't want to include. Is there some way to do like a if (deal.get("Stage") !- 'value','value2','value3'){Shopify to Zoho CRM Extension- Developed based on Customer Feedback
Struggling to manage Shopify customers and orders in Zoho CRM? Wouldn't it be great if your Shopify store and Zoho CRM shared customers and their order data seamlessly? This is exactly what the new Shopify to Zoho CRM extension can do for you. This extensionDisplay of related lists in Custom List View
I want to display deals in a related list in a custom list view created from contacts. Currently, only items in Contacts can be selected in the Custom List View. How do I add a related list?Zoho CRM Deleted User
I have a user's Email, which exists in the CRM user database under two different accounts with different IDs; one status is Active, and the other is Deleted. How can I permanently delete the account that is marked as "Deleted"?How do I create a scheduled call diary (calendarised) in Zoho CRM?
Hi I wonder if anyone can help me with my problem. The problem It is imperative that my company is able to have a calendar based schedule of sales calls for the months ahead. This is a BASIC requirement of a CRM system. It MUST be calendar based, as theZoho, Why won't you add Tasks to the Calendar?
This has been brought up by many MANY people. Other CRMs do this with no problem. They do have a "time," but may not be like a meeting that's held to a certain window; it has a due date usually. In other CRMs, the tasks appear as "general" events at theAbout Campaings and Zoho Campaings
Hi Zoho Team Some months ago we've received the folloging message when you try to use campaings inside Zoho CRM, the message said: Zoho Campaigns cannot be contacted , what happens? what's the wrong? Thanks in advance PabloKaizen #78 : How to disable clone record?
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Dealscant filter results by Created_Time
Hi, I'm trying to get the calls made in the last week from v2 API. For some reason it always tells me invalid query. Here is the url: https://www.zohoapis.com/crm/v2/Calls/search?criteria=(Created_Time:greater_than:2024-03-29T00:00:00) response: {"code":"INVALID_QUERY","details":{"reason":"invalidHow to check for a unique field during deal creation for alert purposes only?
Hi, I want to add an alert only for deal creation when a field is duplicated. In the modules and fields settings, it's possible to block new deal creation if a field is duplicated. It shows an alert indicating that this field is duplicated with a specificSector Spotlight: Industry Insights and Tips (April 2024)
Hello there, A lot has happened since our last post: discussions, ideas, meetups, and plentiful perspectives. As part of the Zoho Community's effort to help you make the most of Zoho's products, we've set up some industry-based groups where we have hyper-specificUse custom function to schedule a call
I'm writing a script to create a call activity from the potentials module. The call should be scheduled for a future date. This works when creating tasks, but not calls for some reason. Any idea what I'mm doing wrong? Here's my code: contactID=[contactHow can I apply a blueprint, when records are already mid-stream?
I have set up my blueprint and, using the stage field, set the Contact records to the appropriate state of the blueprint. How do I apply/activate the blueprint on the records? The only going into the blueprint are the new records that meet the entryEmails associated with Deals are not appearing in the Account Email section
We are using Zoho CRM for our sales process. When we associate an email with a particular deal, we want to be able to see in the accounts page all emails associated with that account. Deals and Contacts are associated with an account, so we want to haveZOHO is SLOW - excruciatingly slow 28 Mar 2024
Hello. I am busy trialing Zoho and completely blown out the water by what you offer. I am implementing it for 3 clients and a 4th in conversation but have now started worrying that I have made the wrong decision because it is insanely slow. To the pointCRM Hack #15: How to check for duplicates for contacts that are not converted from leads #15
Hello Everyone ! The leads module in Zoho CRM helps aggregate all the unqualified leads which is then qualified and converted to contacts by your sales team. However, the chances of running into a highly qualified lead upfront cannot be ruled out. Such situations prompt you to skip the lead creation process and create contacts directly. Taking the traditional route of qualifying a leads to contacts does have its own advantages. For instance, leveraging the deduplication option to eliminate duplicatesCan you trigger a workflow from another workflow?
I have a workflow that updates the Status field to "Picked-Up" for a Product when a condition is met for the related Potential record. I then have another workflow that is triggered when Product Status = "Picked-Up" and sends an email. However this emailUpdate Quote Stage after an email is sent from Quote Module
After reading multiple posts over the last 10 years that say this cannot be done, I'm not sure if this has been addressed yet? But I figured I'd add how I am achieving this. Workflow created for Module 'Emails (subject starts with 'QUOTE-' or whateverHow format field to remove special characters, and space?
Hi, in phone field creation, i want ignore spacial caracters and space. For example, if input is 22 99933-2334 it wll format to 22999332334 I also, would like to add +55 in beginning, so it will be formated to +5522999332334 Last thing is, if phone typed,API Integration for Auth: How do I create a connect to the rest api from a server to sync data
Hi, I want to be able to sync data with our backend systems to and from Zoho CRM using the REST APIs. I've had a look through the auth options and they all seem to revolve around creating a client in the API console area, with self-client seeming to beKaizen#75 - Frequently Asked Questions on Client Script
Welcome to another week of Kaizen! In this post, let us discuss some of the frequently asked questions in Client Script. 1. Where can you see the list of ZDKs supported by Client Script? The Zoho Development Kit (ZDK) library comprises a rich set of ClientAuthentication details provided was rejected by Source server. Kindly provide valid username and password.
I have a Zoho Mail. I started to use Zoho CRM because of email marketing. When I go to email configuration and try to link my Zoho Mail the following message appears: "Authentication details provided was rejected by Source server. Kindly provide validPicklist field shows "none" as default
Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I waIs there an equivalent to the radius search in RECRUIT available in the CRM
We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUITZoho CRM Email Parser Issue
I am trying to send emails to Zoho CRM through the email parser to add/update records. The system I am sending from puts all email addresses together for a contact separated by a semicolon. The Zoho email parser does not appear to accept this. Is thereReport Scheduler - Fortnightly (Biweekly)
Hi, We have our sales meeting every 2 weeks, and it would be great to enable the report scheduler to have an option for Biweekly or Fortnightly reports rather than weekly, monthly etc.BigCommerce Extension for Zoho CRM - New Extension Released
Are you tired of spending hours copying and pasting data between your BigCommerce store and Zoho CRM? Imagine the possibilities if you could ditch the manual work and focus on what really matters - building relationships and increasing sales! ➡️Here'sData sharing issues
We use Zoho CRM for our UK business however we want to add additional seats/licenses for our US clients to use. I understand this may be as simple as just purchasing additional licenses however I'm concerned about data on CRM being shared between theLinks to Record Related Lists
Hello, Is it possible to create a url that can link to a specific record and section of the detailed view page? E.G Lets say I have a contact with the related list of deals. Is it possible to create a link to this: https://crm.zoho.com/crm/<org>/tabClicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info
Clicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info. Thus, I can't save and create an new invoice. Please help. Thank you!Using formula field as counter/rollup summery
I have a custom module with a numeric field that is updated from time to time. I want to add-up all the changes to field and present it in a different field as a rollup summery. For example: number field = 100 --> updated to (-30) so now I need the numberSubform of subform in layouts or record template
I have a form that has a subform with parts that also have a subform. Say I have a work order object, with part objects as a subform or lookup, and the parts just have a normal subform non-linked with two fields(operation, and runtime) Work Order ----Part(link)Transferring Attachments from Lead to Account
Hi All, I'm trying to create a function that will transfer attachments in leads to the newly created account. I know there's an option to choose where the attachments go when you click the standard convert button but we have a high volume of conversionsCRM and Workdrive integration
While looking for a way to link the CRM attachments to Workdrive i discovered this post. I was just wondering if the integration mentioned has now been released? https://help.zoho.com/portal/en/community/topic/integration-between-zoho-crm-workdrive ModerationKaizen #132 - Manipulating Subforms from third-party Application using Functions
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will see how to work with subforms and external fields in a module through CRM functions. Consider a scenario where a High School utilizes Zoho CRM to manage student records, academic performance,Next 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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