Auditing the Zoho Implementation: How can I export a list of rules, permissions, etc?
Hello, I've just inherited management and administration of my employer's Zoho CRM. I've been asked to provide a flowchart of the various combinations, conditions and switches that the previous administrator put in place for each of the modules. It looksMissing Lead Stages in Conversion Workflow Rule in Zoho CRM
Hello Zoho CRM Community, I'm in need of some assistance with an issue that arose while setting up an additional workflow rule in Zoho CRM. The workflow rule is designed to trigger when a lead status achieves a certain value, and as part of this rule,Create a table in the layout section of modules
Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a tableHow to create a Potential for an Account the user does not have access to?
We have certain Accounts are marked as "clients", and those accounts are thus not visible to the Sales team anymore. We did this so that not every user in the company could see the full client list and all the details. Now I have a need for a sales repUnable to get Authentication code
Hi Team, We're currently sending a request to the endpoint (/oauth/v2/auth) via Postman, but we're encountering an issue: we're receiving an HTML response and struggling to extract the authorization code from it. Is there a method to retrieve the codeAutomatically assign Contact Roles to Deals when created?
I wish to automatically assign the same contact as a Contact Role (and the same Role Name) to ALL converted when the deal is converted from a lead to a deal. Would I use a Workflow Rule? If so, how do I do this? For Example: The contact I would assignContacts Name incorrect?
In every module, the module has a fixed name. In Contacts, it looks like this is a glitch? In edit mode it says "last name". When saved it changes to "contact name", which makes sense. The "last name" is very confusing. Is there a way to change this?Contractor/Service industry help needed!
Hey service business owners, I run an epoxy flooring company and I'm in need of some help. We grew 100% last year and did about 1.3m in revenue with 2 crews. We want to get our back end in place now so it doesn't halt our growth. Our plan is to franchiseView Filter for Date field type doesn't give option for "not in the last" or "before x days"
I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether callUpdating Values in a Specific Subform Row - Cont'd & Expanded
Hi There, I followed and appreciated the responses posted to a question asked by another user, here. https://help.zoho.com/portal/en/community/topic/update-values-in-specific-rows-of-subform-via-deluge I am somewhat new to Deluge and having a little troubleIssue with dropdown field mapping when Create Record in workflow automation
Hi Everyone, I hope you guys are doing well and enjoying the holidays! Here is what we trying to achieve and just wondering if someone can help us to figure it out! We are trying to move data/records from one module to another using workflow. However,Unlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areasSend Zoho Forms Link using Zoho CRM Email Templates
I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that templateCRM Email Validation
How do validate my sub email so all emails going to my other address go to the crm{"error":"invalid_code"} and {"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doingHow to categorise and record different services types
Hello, I am looking for ideas and experiences on how others are capturing different service types in Zoho CRM. Currently, we create 1 Deal, for each opportunity that the sales teams handle. Each opportunity can include different service types, which inProblem with Zoho CRM and Zapier: Unable to create entry in module: Invoices. Required field not found / in_request_body false
Hello, I have created a Zap in Zapier that creates a new entry in the regular Invoices module. Today (and for some reasons…I do not why) I get an error message in Zapier: Hello, Unable to create entry in module: Invoices. Error : required field not found.Custom Function Error Handling
Why don't custom functions have error handling? We have a custom function attached to a button that uses sendmail. If this function fails, it fails silently! It would appear that these failures are not recorded anywhere. It also appears that it's notCalculating Mortgage/Loan payments is actually hurting now
Hey @zcrmteam CRM Team and anyone else that might be able to help. I am trying to create a loan repayment calculator in CRM. So far I have wasted days on this! It is a very simple PMT formula in Excel, but it seems to be impossible to recreate in CRM.New Subscription (Billings) on Account (CRM-module)
Hi, We are new users of Zoho One and I am struggling a little bit with a function. When we have acquired a customer we want to create a subscription via the CRM-module. We have setup the 2-way sync between CRM and Billings and it works fine with mostCannot add pipeline stage, says its already there
I am trying to add a pipeline stage but it says there is already a stage with the same name. I have tried to add this stage before but it never shows up in my list. Any reasons why I can't find this stage that is supposedly in there?Only one line appears in a multi-line item when imported.
Hi. I need your help with something. There is a CRM contact with a multi-line item of data type. When importing, I want to put multiple lines of data including line breaks into a multi-line item, but only one line of text before the line break will fit.Lead Stage- and Deal Stage Duration
Dear Community, We have recently created several lead stages and activated the lead stage history. Now we would like to create a chart for our analytics dashboard that shows how many days the leads stay in each lead stage on average. We would also likePreserving Lead Progress Post-Conversion in Zoho CRM
Hello fellow Zoho CRM users, I've encountered a challenge with my Zoho CRM setup and could use your insights. After investing considerable time in creating a comprehensive Blueprint to guide leads through the sales funnel, I've hit a snag. My processThe Add New Module page isn't working in my developer edition of Zoho CRM. The sidebar loads but the main canvas stays white with a loading icon.
Trying to add a new module on the developer edition is broken. The sidebar loads but the main canvas stays white with a loading icon. I've tried yesterday and today on both Firefox and Chrome. Attached is the console log which is showing numerous erRecently viewed contacts
In the old interface, there was a "Recently viewed contacts" tab on the left side of the screen. Can I get it back?Custom Function > Get the right Modified By
Hello, We have a custom function to automatically rename a potential when we save it. The problem is that for all potential, the modified by field is field with "xxx" because xxx is the person who have written the function. And therefore, we do not knowError in filed criteria, not accepting more than 25 values
Hi Team, I m having difficulty in creating a report, when I m trying to give more than 25 values in any field it gives error as not more than 25 values are allowed. Earlier it was not like this, we used to give more than 25 values for pulling any report.Prefill Zoho Bookings form fields when using 'Email Booking URL' button in Zoho CRM
I'm utilizing the 'Email Booking URL' button in Zoho CRM, linked to the 'Contacts' module. After the contact sets the meeting details and receives the email, I want the Zoho Bookings form to automatically pre-fill with their information (name, email,How can I customize the optin confirmation email in ZOHO CRM
We have enabled Double Opt-In on a ZOHO CRM Webform. I cannot find a location where i can customise the layout of the email authentication that is sent to a user. Could you please let me know where / how this can be customised?Getting current user Id
Hello, everybody! I want to set the login (current) user as a potential owner. I'm trying to do this with the custom function. Please help me with this task. I now that I have to update field "SMOWNERID" to current user Id, but I can't understand how to get ID. I tried to use system variables zoho.loginuser and zoho.loginuser but none of them doesn't return the ID.Possible to use REST API without a user to perform the interactive login?
Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval between calls to the API. Also, there will not be a user triggering the requestThe file(s) that you are trying to send exceeds the 10MB attachment limit.
I'm trying to send a customer an email with an attachment from Google Drive but I get this error message "The file(s) that you are trying to send exceeds the 10MB attachment limit." When I click on the properties on this file it stats that the size isDeleting a task from Sales Order once Quote is marked as Won
We have created a custom function for deleting tasks once a quote is won or lost. The lost part of the function works fine. However, when the quote is won, it changes to a sales order and the task is then associated with the sales order. We have triedImport leads from trade show, but some might be existing contacts
Hi all, We just came back from a trade show, and imported a lead list. Some of the people on the list might be existing contacts. Is there a way to sort this on import? (new leads to leads, contacts to contacts) Or is there a way to scan leads for anworkflow
Hi, Can someone help me in creating a workflow that would convert lead to prospects once the lead has been contacted and can be tagged as Active or dead according to their responses then converts to accounts once agreed to purchase the services. Can someone walk me through the process?Client Script does not fully function in Sandbox
I have noticed that the Client Script behaves differently inside Sandbox, compared to production. For example, I am trying to invoke a function inside the client script. ZDK.Apps.CRM.Functions.execute("GetProductLocalPrices"); it would work in production,Domain MApping TXT Record
Hi, How would i enter my TXT info into my hosts TXT record creator? Please see imagine below what I have to use: my credentials are in this format (these are not real) and I'm using crm.mydomain.com for my cname record TXT Name : 7571025684a222db771bb72c8375629ca11b4285ZDK.Apps.CRM.Products returns "undefined"
Hi there, I am trying to create a Client Script to query the Product modules. in the script, trying to use ZDK.Apps.CRM.Products.fetchById("2607824000078309340"); However, "ZDK.Apps.CRM.Products" returns "undefined" In Zoho official document, it seemsZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunityNext Page
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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'sAnnouncing 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 otherNew 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 numberCross 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 AccessDirectly 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 relevant
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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 thisConditional 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 forZoho 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 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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