Zoho CRM Notes button Share to Customer
hello all, we started seeing a new button called "Share to customer" in Notes. When we click it nothing happens. Does anyone know what this button does?How to workaround the 100 limit on scheduled reports
I work with 600+ partners that I would like to send a weekly report to, but there is a 100 limit on scheduled reports. Does anyone know of a workaround (outside extension) that could do this?Is it possible to map a multi-level dependency?
In other words, can a custom field map as both a parent and a child for dependencies? Like so: Parent Child-Parent ChildZoho CRM Circuits in Sandbox
Is it possible for Zoho CRM Circuits to be available in Sandbox?Triggering a workflow based on the field update performed by function using zoho.crm.updateRecord()
Ran into something pretty perplexing that I haven't been able to find solutions for online. I set up a workflow that triggers when a field is updated to a certain value. After futile hours of trying to debug this, I realized this inexplicable thing. The workflow actually does trigger properly when I manually update the field to the required value. When the field is updated to the exact same value by the custom function I wrote (using zoho.crm.updateRecord()), the workflow doesn't trigger! I'm wonderingNew Enhancements in Wizards
Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in WizardsThinking about switching our company from Salesforce to Zoho CRM
I am a sales manager and have 7 reps on my teams. We are looking at new CRMs to use and I had a few questions. 1. How can I sync my company gmail account with my Zoho account so I don't have to manually add all my contacts into Zoho? 2. Is it possibleFinal date extension for Activities module deprecation
Dear Customers, Happy New Year to all of you! We'd like to inform you that the deprecation of the Activities module has been extended until March 15, 2024. This serves as the final call to action considering the three previous extensions granted on Decemberauthorize response "Cookie is disabled in your browser"
hi , i'm trying to use your api v2 to insert contact in zoho crm using your api requests now at my first step to authorize my app with zoho client , so i had sent HTTP request to the following : https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.contacts.ALL&client_id=xxxxxxx&response_type=code&access_type=offline&redirect_uri=http://www.xyz.com/oauth2callback"); i'm getting an html in response mentions : Cookie is disabled in your browser. Please enable the cookie to continue. althoughNull & Non-user Account Owner
Hi, We're currently testing Zoho CRM as a management tool for a company database. Due to the way we gather new information, detailed company information is required when adding an entry to the database. Thus I add new companies/leads as Accounts, notProfit on Sales order
Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to getQuotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?Specify what fields get cloned?
Specifically, when cloning a Sales Order can we turn off some fields from pulling into the new cloned record?Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script
Good day, We have added a new module with a Multi-Lookup relation to Contacts. When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.htmlCRM API: NO_PERMISSION Error for some modules in developer environment
Hi, I have an access-token with the following scopes: ZohoCRM.org.ALL ZohoCRM.modules.ALL ZohoCRM.settings.ALL with this I can get a response for the deals (/crm/v6/Deals) but for other modules like Quotes, Products, Pricebooks I get an NO_PERMISSIONDisplay Company Address if Contact Address is empty
Hi team, any change to display the billing address of a company in a contact which is related to the company if the mailing address within the contact is empty? I tried to solve it with a workflow an And with a custom function to update the fields inEmail replies dashboard?
We are just about to start calling aged contacts from our Zoho list and the calls will be followed up with an email. What happens when that contact replies to our email? Is there a way to view a list or dashboard on email replies from any of these contacts?Lookup Fields are not updated
Hi team, created Lookup Fields in the contacts layout. The major lookup-field is fetching this name of the related contact. Based on that lookup-field I added fields to fetch the billing address information. These fields are showing up, but are emptyMake field required based on value of another field
I want to make a field required if another field is set to a specific value. Specifically, for our Opportunities, when a deal is lost, I want to require users to fill in a Reason for Loss text field. Is that possible? If yes, how?Woocommerce Zoho CRM Connection Problem
I want to automatically send an order when I enter woocommerce to zoho crm but it is not possible. Currently I get the following error. [{"code":"MANDATORY_NOT_FOUND","details": {"api_name":"Pipeline","json_path":"$.data[0].Pipeline"},"message":"requiredAssistance with copying date value from Account Record
Hello: Last year I requested assistance in copying a date value from the Deal record to the Account record and this group was super helpful in giving me a function to use. Now, as I'm trying to copy a date from the Account record to the Deal using thetransfer tags from deals to accounts
Hello, We are trying to transfer tags from deals to accounts. Example- We create a deal and link it to an account. In the DEALS module, we tag it "specific". We want that "specific" tag to move over to ACCOUNTS also. That way we don't have to re-tag thingsIndividual edits not saving
We are experiencing an issue where individual edits are not being saved in the CRM. This issue is occurring on an org-wide basis, and is intermittent. There are different computers (Apple and PC-based), different locations, all primarily using GoogleAccess for clients to view their record
I need some of my clients to be able to view some of the data and attached files contained in their records within standard and custom modules. - Is this possible? - I understand that their is a client portal option, will this cover this need? - Can this be achieved through API or custom development with ZOHO creator? So many thanks for the time and attention.Function OAUTH_SCOPE_MISMATCH error
Hi! I'm trying to connect to a Zoho Function via OAuth and am having trouble. Via the Zoho My Functions interface I made sure that the function has OAuth turned on and copied that URL for my Postman request. Using the same flow I successfully use forCOQL Query in Events with What_Id and Join
I'm trying to return fields in a lead related to an Event in Zoho CRM. Looking a the documentation https://www.zoho.com/crm/developer/docs/api/v3/Get-Records-through-COQL-Query.html it says the format sample is { "select_query": "select 'What_Id->!Leads.Last_Name'Subform Auto-populate based on Main Form Drop Down
Zoho CRM. I have a drop down named ''number of items'' which ranges from 1-100. Below that I have a subform with 18 fields. Here is an example of what I need for this section: Number of items: 10 Subform (all 18 fields) show up 10 times Number of items:Email display for Lead
Hi, I made integration between our email server and CRM. I found not all email will be displayed in Lead - Emails Could you please tell me which part of email are omited? e.g. Latest email in CRM is in Mar 1, while the latest communication with clientHow do I remove / delete stages from a Pipeline.
Pretty self explanatory - I never want to see the stage ever again ever.Zoho CRM Webhook - Passing subform data
I want to use a webhook to pass invoice lines items from subform a subform from one of our custom modules to Zapier. I cannot see how to access the subform as a parameter? I can pull the data using a deluge function and it's just an object, but I cannotCreating a drop down of sections depending on a previous sections amount of numbers selected.
Hi, I am looking to create a drop down defendant on the amount selected in Zoho CRM. So, in the section 'amount of items' I select #2, then 2 sections show, 1 for each item to be filled out individually. If I select #10 items, then 10 sections show andImporting Contacts - Company Name
I'm trying to upload an Excel file to import contacts, and I have all the fields mapped except for Company Name. I don't see a Zoho field for Company Name - does one not exist? Am I looking in the wrong place? I would think this would be a standard field.Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to yourIntroducing many-to-many module association in Zoho CRM!
Hello all! We are pleased to introduce "many-to-many module association" in Zoho CRM! Your sales data are often inter-related. When you maintain this data in a CRM, you must have flexible options to capture the exact relationship between them. Zoho CRM allows you to interlink modules via lookup fields. However, a regular lookup field facilitates only a "one-to-many" association. That is, from multiple records in a given module, you can lookup only one record from a related module. In many cases,Modify Layout of Accounts module - clone Attachments segment
We would like to have several types / groups of Attachments for our Accounts. How can I clone / modify Attachments in the Related List under Detail View?Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024Cannot send chat transcript
Hello, We cannot get SalesIQ to send automatically or mannually a chat transcript. We have tested it with personal emails and looked in the the spam folders. We are able to send emails from Desk and from CRM. We are also not getting any reports such asEmail templates in CRM are now responsive on desktop and mobile devices
Dear All, We're thrilled to announce that the email templates in Zoho CRM now follow responsive design for both desktop and mobile. Responsive design refers to a method in which pages are designed to render well on all devices, whether it's your desktop,CRM User field API peculiarities
There is a newly created Multi user field `Usersss` in the Leads module (`sss` is an exaggerated typo): Now I fix the name to `Users`: And also fix the API name in Setup > Developer Hub: But the API name stays the same (i. e. in Postman): This vaguelyDoes Deal name need to be unique?
I am in the insurance business and have a custom module called Insurance. I am trying to move all the data out of that module and into Deals but I was told that the Deal names all had to be unique to import back into Deals and going forward ALL Deal namesNext 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, tailoredConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forHome 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 Activities
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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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