Salutation as a required field
Hello For now, the "Salutation" field is linked to the "First Name" field. But when "First Name" is required, "Salutation" is not. It is very critical to have the "Salutation" required, because when we add the variable "Dear Sir" or "Dear Madam", we needCRM - Host not getting email notification about Calendar Booking
I've testing Calendar Bookings in Zoho CRM. It seems to work well - however, the Host (myself) doesnt get any email notification. The calendar booking shows up in my calendar and the customers calendar. The customer gets a "Confirmed" Calendar email.Notify me when a CALL has been scheduled in Calendar Booking
Hi! To be clear, I'm referring to Calendar Booking within the Zoho CRM calendar module, not Zoho Bookings. Thanks to the Calendar Booking FAQ's, 😃 I figured it out how to receive notification of a scheduled meeting by enabling the "Notify me when a meetingPicklist reference value in REST
picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a wayHow to import Quotations, Sales orders, Invoices etc from another CRM?
Is there a way to import data such as quotations, sales orders into Zoho CRM in bulk? If so, in what format?Block field technicians from viewing past data
Hi We have given access to our field technicians to view Zoho CRM schedule and work orders on the mobile app. But we want to limit their access to past data once they have completed the job. How can we do that, if possible?Kaizen #127 - Circuits in Zoho CRM - Part 2
Hello everyone! We're back with part 2 of Circuits in Zoho CRM! We are as excited as you are with this topic! Let's dive right in! As promised, in today's post, we will discuss a use case, see how execution happens, and associate that circuit with a workflow.Ring Central Integration Does Not Work As Advertised
Please watch this video: https://www.youtube.com/watch?v=NFxBDHgDA10 Here is the transcript... 0:34 account when a call comes in your caller 0:37 is instantly identified and match to 0:39 existing contacts in zoho the 0:41 corresponding contact profile pulls up 0:43 on your screen immediately showing 0:45 historical call activity now you can be 0:48 well informed even before you pick up 0:50 the call throughout the call you have 0:52 easy access to valuable contextual 0:54 customer information soDownload Statement from Zoho Books and upload to Zoho CRM
Hi everybody! I don't know who needs to know this, but if you do, then here it is. This code: Searches for Contact in Books based on the Account ID in CRM Download the statement of account of the Contact in Books Upload as an attachment in Account recordImported Accounts missing Zoho Unique Id code
Hi, I have imported abt 65 accounts to Zoho CRM using a XLSX template. Accounts were correctly imported but I noticed that no Zoho Unique ID (Generated by Zoho) was created/assigned to these recently imported accounts. The Zoho Unique ID wasn't supposed*SOLVED* Displaying Creator Pages in Web Tabs
Solved: I changed 'page-perma' to 'page-embed' in the URL Hi, I've got a ZC Page with html snippets I'd like to display the page as a CRM Web Tab The options I see are: - Web Tab (Link) - Web Tab (Widget) - Custom App (Creator integration) Neither the Widget, nor the Link Web Tab would display the Page (whether using creator.zohopublic.com or creator.zoho.com), they only show Reports. Custom Apps can only show Reports and Forms within an Application. So, is there no option to display a Creator PageZoho Finance Limitations 2.0 #2: Users can't email from their own email account. Workaround option available but not scalable
It's standard practice for CRM users to email quotes (native CRM) from their email account (we use IMAP integration with gApps). Within the Zoho Finance module this is not possible. You must add each approved email from books setup each template for thatZoho Finance Limitations 2.0 #1: User Field Level Permissions from Books do not exist in CRM. Zoho Finance has no Field level permissions
It's standard in CRM to have user roles field level permissions. Same standard exists in any accounting software. it's not possible to implement any field level permissions for Zoho Finance. What does that mean? Basically any custom fields show for everybodyDuplicate Record in Zoho CRM Module from one layout to layout
Hi, I have a module with two layouts and two pipelines: one called Ops and one called Reqs. In the layout of Ops, I want to create a copy of a record when a stage is met (Stage: "Interview Scheduled" in the Ops Pipeline). That record copy should go intoExport Zoho CRM Invoice to XLS or CSV for upload to Zoho Books
Good morning, Is there a way to export an individual invoice from Zoho CRM Invoice module as an XLS or a CSV so that I can upload it to Zoho Books since there is no direct integration of the two? Operationally we use CRM for creating Quotes and Invoices,Search Records API: strict "equals" criteria
Hi everyone! The documentation for the search records API states that > When you use "equals" in Search API, it behaves like contains and fetches the records accordingly. So, how can I specify a criteria for "the field matches exactly this string"? Thankszoho crm MCL/MQL leads of refferals
I want to get leads of refferals also after getting to contact us i am getting leads of first user in MCL & MQL but not getting refferals leads like name contact country mobile numberCustom Modules not showing in Portals
I have a few custom modules. Some are showing in Portals and other are not in the list to be able to be shared. All the modules have the correct sharing turned on. I noticed with the Quotes module, that when I moved the Owner field out, it didn't showTabs for Modules
Hi everyone, this is Uğur from Hatko in Turkey. There are 103 active fields in total in my sales orders module. Because our sales processes require this usage. During registration the form gets too long downwards. my suggestion is; We should be able toBrowsing files uploaded via API?
Hi everyone! I'm uploading files to be used with ZohoCRM with the relevant API. It's working, but I was wondering, how can I browse those file and eventually delete them? Thanks for your assistance!string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error
Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for thatError prompt when accessing our service desk portal
Hi Team, We are all experiencing an issue whereby all of our users accessing the service desk are getting the following error: It doesnt go away despite clicking on the X. You have to click on the X a few times before it goes away. I have cleared browserSending mail merge templates in Zoho CRM
I think I know the answer already, but want to double check... Zoho Sign supports a drop down merge field, for example: {{Dropdown:Recipient1:(options="D1,D2,D3")}} But if sending FROM CRM using the Zoho Sign Extension, that field would not be supported,IP PBX for Bangladesh
Hello community, can anyone recommend local IP-PBX providers for Bangladesh which can enable call from local SIP number to local Bangladeshi numbers and integrate with Zoho CRM/ Telephony?Introducing the first native integrations in your CRM's sandbox - Zoho Survey & Zoho Social
Hello everyone! Sandboxes offer a safe way to replicate production environments, allowing for risk-free testing, training, and refining processes before making actual changes. One glaring omission in Zoho CRM's sandbox is integration support, which wouldZoho CRM Digest - January 2024
Welcome to our Monthly Digest! As we kickoff the new year, let's recap the most important product updates and discussions from the Zoho CRM Community. Product Updates: The final date extension for activities module depreciation Attention: As a reminder,Sharing the Salesinbox
Hi, We are experimenting with using the salesinbox for our sales organization and ran into a problem. Our Zoho CEO user has configured our sales@ourcompany.com email in the salesinbox and emails are showing up perfectly. He set the sharing to public.Best way to make API to Zoho Books from Client Script?
in Deluge there're shortcut commands to call Zoho Books. (e.g zoho.books.createRecord) How would that work in CRM / Client Script? (another easier way than using HTTP request, which requires creating OAuth token)?Is there a way to access (2) or more modules when creating a report?
I am trying to create a weekly activity report for sales reps which would need to include information from both the calls and meetings modules. As of now, I have not been able to figure out if this is possible as the create report function only appearsInactive Contacts on Detail View
Users are asking if the inactive contacts can be filtered out of the Account Related List for Contacts. See attached.Zoho Account : Ca***o.m***a@e*****e.a*
I need to reactive ZOHO for my company. Can you please give administrator access ? Moderation Update: PII detail (email) in topic subject masked. Please refrain from posting any PII details in open forum.Introducing Zoho CRM GraphQL APIs: Our Next Frontier!
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th AugBest practice for contacts who have left a company?
How to store email history when a contact left an account ?Integration of Quickbooks customer data to Zoho CRM
Hello Experts, I'm seeking insights and your experiences regarding integrating QuickBooks Desktop with Zoho CRM. I've come across information in forums suggesting that integration may require the QuickBooks Online version. I'd appreciate hearing aboutTicket not created using Actions by Zoho Flow
Hi, I've created a workflow and added an Action by Zoho Flow. The action should create a ticket in Zoho Desk. However, the ticket is not created while everything seems to work fine. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/vCard implementation
In SugarCRM one can create a vCard which you can save in outlook. Is there any way of creating a vCard in ZohoCRM and if not is it on the drawing board.Schedule 200 calls for contacts with a Button based on the view that the button is in
Hi Everyone Hopep you are well. I need some help nailing this code down. I need to create a butotn that generates 200 calls for contacts. The button will be placed in the contacts module and will need to generate the calls for the contacts based on theGet Notes related to specific contact in rest api v6 using coql query
I'm trying to fetch list of notes for a specifc contact using coql query. Here is my query { "select_query": "SELECT Parent_Id, Note_Title, Note_Content FROM Notes WHERE $se_module = 'Contacts' and Parent_Id = '638530000000373001'" } This query is workingCreate Conversion Funnel for Lead Status
Dear Community, we run our leads through the following lead stages: Now we would like to measure the conversion rations between the single stages, i.e. "How many of the leads to whom we sent a contact request on LinkedIn accepted it?" -> "To how manyMove or sync my CRM tasks to Zoho Sprints
Hello, Currently my company works in different lines of business, which makes that different sectors of my company use Zoho sprints or CRM tasks to assign tasks. This creates a problem as my colleagues waste time creating the same task in 2 differentNext 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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