Email-related enhancements in Accounts and Deals modules in CRM
Hello folks, We've some updates related to emails in the Accounts and Deals modules. Running a successful business requires constant communication. In Zoho CRM, the records of contacts, leads, vendors, and other stakeholders are stored in different modules.No COQL query for emails
I was searching for an api call, COQL queries to fetch emails from a specific module and id. I want to fetch the emails after a certain datetime (eg: 2nd February, 2024), but unable to find any such queries. Please add any solution if any.Broken Images in Email Templates
I have just created a new email template & added two images (via the image upload from my pc). These show up as broken crosses when the email is delivered. I then tested another template I had previously created, and the images are broken on that one too. Am I doing something wrong, or has something broken? ThanksCreate a event and make it related to custom module
Hi Zoho Experts, I am having an issue that I am hoping for a soultion too. What I am trying do: Create an event using a workflow on Status that runs a deluge script (Below) that adds a event to the assigned user in their calendar. When creating the event I would like to add the Related To field and The ID of Custom Module in the event. I am using a custom module (Service Request) that has start and end time fields. Problem: The script below works great at creating the event by does not set theFormatting Address Field as Import from multiple webhooks ? (Street = "st" "st." "street" )
Hi there, I am not good with coding so I am hoping a fellow community member or coder at Zoho to help with this. Our CRM leads are mainly dealing with address(s) as the main way of filtering through leads, and for webhooks to check if Lead already existsExport Analytics dashboards as JPG or PNG
I'd love to see a way to export a CRM Analytics dashboard as an image, with a date and timestamp added to one of the corners. Useful when wanting to email data to a client or vendor specifically. Doing a Print-to-PDF adds cut-off lines whereas being ableUpcoming Actions at CRM
Hi there, Is there a way to do a report or a custom view on all the upcoming actions? I am looking for Upcoming Actions for Time Based Automations set from W/F Rules. I know where to look for an Upcoming Action for each record but I would like to be ableAutomatically Create a Case Record
I would like to automatically create a Case Record when a new Sales Order is entered. It does not appear that you can create a new record using the Workflow Automation functions. Am i right on this? Short of writing a program with the API, is there anyWorkflow not triggering when Lead Owner updated via Button
Hi all, We've created a Button within Leads with a Custom Function to update the Lead Owner to a specific user. We want to do it this way as we limit some users access to fields. On the back of this, we've created a Workflow to generate a notificationHow to set a workflow trigger to activate every 6 months
Hi I understand that for enterprise version, i am able to set the workflow trigger to trigger every month, year or once base on a date field. However, is there anyway we can set it to trigger every 6 months? Cheers LukeUpdate Owner email field on import
We've developed a workflow which will send out an email after 10 minutes, based on 2 emails on the record. One is the client email, the other is the owner email. The Owner gets assigned based off a Function that triggers on import, which happens beforeIs bulk create's response guaranteed in the same order as the request?
I am integrating a creator app with zoho CRM and it would save a lot of API calls to use bulk create but I need to associate the CRM IDs with the individual creator records so this won't work if the response isn't in the exact same order as the List usedOffice 365 shared maiblox
Hello everyone, So we plan to use shared mailbox for certain address like this. So let's take 3 users that are part of a sales team. User1 connect is office 365 mailbox using POP3 to the CRM. User2 and User3 do the same thing. So now every email theyClient Script does not work on view page/mode
Client Script does not work on view page/mode: It can only be triggered on create/edit pages. this makes client script useless as mostly Zoho CRM users prefer to edit the record using view mode. Are you planning on enabling this for the view page/moSearch Filters in new CRM UI need old feature option as well
Surely I'm not the only person who has noticed how the new filter options on the left hand panel is missing a basic broad string match. One field where I can enter "John M" and it will return all results for contacts with first name John and last name starting with 'M'. With the new UI, it takes 3 clicks just to get to this option. It's quite ironic, because the main issue I've found with searching contacts is that you have the same first name for so many, so the quickest way to filter is to typeHow do I add an item that's not a product to a quote?
Hi there, How do I add an item (for example a standard handling fee of $25) to a quote and have that value added to the Grand total? Thanks, PeterHome page spaceship
I am customizing my ZOHO Crm but the home page I have the spaceship landing page and I cannot remove it. Can someone please helpRequest to add an easier way to delete CRM Module List Views (Public or User Created)
I would like to request an easier way to mass delete CRM Module List Views that are not needed or used anymore. Our organization is large and User Created List Views become dated or reference to something we do not need anymore. Currently the only wayI don't receive CRM notifications by mail
Hi, I have a problem with some users in my organization. All users receive an email notification when a task is assigned to you or you are mentioned in a ZohoCRM comment (image). These users do not receive this notification by email. I have checked theClient Script actions on related list change
Hey all! We have our calls automatically logging into our deals module through some custom functions. Looks like by default, the calls are related to the contact and not the deal. We have made some workflow rules and functions to have the calls automaticallyCustomize Pipeline Stages
How can I customize my pipeline stages; change the name and probability % associated with it?Pagination in CRM related records in Deluge
In Deluge, what would be the best way to iterate over a set / list with more than 200 records? there is only a simple example on the docs page: <response> = zoho.crm.getRelatedRecords(<relation_name>, <parent_module_name>, <record_id>, <page>, <per_page>,Kaizen #39 - Deals #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss retrieving, adding, updating, and deleting Deals via API. Deals in Zoho CRM A Deal is a revenue opportunity that is associated with a Contact or Account. OAuth Scope The scope to access the Deals module via API is: ZohoCRM.modules.deals.{operation_type} The operation type can be ALL, READ, WRITE, CREATE, or DELETE based on the operation you are trying to perform. Click here to know more about scopes. RetrievingBad request 404 / ZDK.Apps.CRM.Functions.execute
Hello team, I have a question, I have created a function to be able to copy information from one field to another. This is invoked as client script, in: Page Details Category: module Page: Detail Page(Standard) Module: Leads Layout: Standard event detailsHome Page - My Calls Today
Please help! In our users home page there is a box for "My Calls Today" however it tells us that we do not have permission. When you hover over the info it gives the info in the picture I attached here but I cannot find the selection for this anywhereIntegrate ZOHO with Contact form 7
I have seen a thread where this is discussed, but no solution is clearly posted. I am presently using the Contact Form 7 plugin on my Wordpress website. My client has just started using ZOHO. I need a way to populate my contact form 7 data to Zoho leads. Can someone please provide a solution to doing this? Thank you in advance.The new Reports are a mess (AGAIN)
Posting here so others can be aware, and just in case others aren't experiencing similar issues. Zoho rolled out a similar reporting update over a year ago and pulled it after many complaints. It's been forced on us again and I'm seeing many of the sameWorkflow rule condition in case module
I can set criteria to include Accounts by Tag when creating a workflow rule using the Accounts module. But I'm looking to do the same thing when setting criteria on the Cases module. It allows me to select the Account as a field option but the only criteriaJourney Builder "Save and Associate" always glitches and doesn't work
Video attached. No matter how many times I exit and relaunch the journey builder the "Save and Associate" button works 1 out of 10 times. This Is beyond frustrating because I spend more time trying to get an action to save than I do build my flow. I haveMailmerge with button in CRM
I'd like to have a button on a record that initiates a mail merge for that record, and then automatically sends the mail merge to a recipient. Is this possible with Deluge? Than you, KevinSynchronizing Zoho Books Estimates to Zoho CRM Quotes
Hello, I use the Zoho Finance Suite integration between Books/CRM. I want to use the CRM's Quotes module to house the same information that is on the Books Estimate. The reason I'd like to do this is mainly for reporting/dashboards. I don't love usingZoho CRM Shopify Extension
We want to connect Zoho CRM to our Shopify store (so that we can sync customers) .. I installed the extension. When i want tot 'Authorize" .. i get a 403 Forbidden error?Zoho CRM Shopify extension
Hi, We're looking for 3 specific functionalities of the Shopify extension: 1. can we also import 'Notes' entered with each Shopify Order into Zoho CRM? 2. the app only creates a Contact in Zoho CRM. Is there a way to also create the Account and associate the order automatically? 3. it seems the Shopify Sales Order status does not update when the order is fulfilled in Shopify; any way to automate this? Thanks, ChrisZoho CRM + Shopify
Good morning. I would like to use Zoho CRM with Shopify. I would like when I receive an order on shopify, it is also visible on Zoho CRM. I would like to do all of this using Zoho Flow. I created a Flow where, once the order arrives on Shopify, a contactLead Blueprint transition in custom Canvas list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed view. Thanks in advance for your help and keep on the good work! The new interface for detailed view is really awesome. Best,Require approval before sending any quote
Hi there! I'm integrated with Zoho Sign and I want to REQUIRE approval from a sales manager before sending being able to send a quote from the quote page (or a sales order) to the client via the "Send with Zoho Sign" button. What is the best solutionReplace special character in webhook xml body
I have defined a webhook in ZohoCrm .I have defined my webhook body like this <data> <id>${Sales Orders.Sales Order Id}</id> <SO_Number>${Sales Orders.SO Number}</SO_Number> <SO_Owner>${Sales Orders.Sales Order Owner}</SO_Owner> <SO_Subject>${Sales Orders.Subject}</SO_Subject>Unique ID in CRM
Hello, I am an inexperienced user of the Zoho CRM and I have two questions. For any and every entry made into the CRM (in terms of customers/accounts), there must be a unique ID that zoho assigns to it. Is there a way I can access this unique ID? Furthermore,Link Leads to matching Account records
My organization has a complex sales process that almost always involves outreach to multiple Contacts within an Account. Our sales cycle is also long and often new Leads are generated from Accounts that our sales team is actively engaged with (Leads inCustomize assignment from related list
Hi ! I've been looking for a way to personalize the display of one of my "related lists" for some time now. Let me explain. In my contact page, I have a module called "Sessions", when I assign a session to my contact it appears there. In this relatedNext Page
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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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