Move 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 differentWorkflow rules based on "X" amount of time since Last Activity
I feel like I have tried every which way to create workflow rules based on an amount of time since last activity, last call or length in certain status but have come up empty. The scheduled workflow rules and scheduled actions seem very limited to staticQuick Links menu on left dissapeared
There was a menu on the left side of my pages that would let me go to calendar, Vault, etc. It is now gone, I made no changes to the program, its just missing. It was small icons until you put your mouse over it and it got larger, but it is missing. AnyTrying to integrate Zoho CRM with Wordpress website using Bit Integrations plugin
Hi, I'm trying to set up my company website so that when users fill out our contact form it generates a lead in Zoho CRM. The website was made with Wordpress and I'm using the Bit Integrations plugin to hopefully simplify the process. I thought I everythingError handing while use client script in zoho crm for Cannot read properties of undefined
Hi Folks, I´m using client script to get values from Accounts module to Quotes module using this piece of code var accountrecord = ZDK.Apps.CRM.Accounts.fetchById(account.id); if (accountrecord._Rating == null) { do someting; } In the console I'm gettingKaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the differentZoho CRM - Product - Tax Based on State/Province
Hello, In Zoho CRM, when adding a product you need to set "tax" value. However what happens when the Tax rate is dependent on the buyer/customers location. e.g. Business is located in: State A Customer is located in : State B The tax rate for customersDisabling Two Factor Authentication
Hi How do I disable (& possibly later re-enable) Two Factor Authentication (TFA)? Thanks RossMinimize or remove stages for specific views
Hello Zoho warriors! I am in a team where we would like to simplify the pipeline-view for specific users. We have a team of sales team who should ONLY see stage 1-5 and then we have a technician team who should ONLY see stage 6-10. I came close to whatHow to display subforms datas from zoho form in zoho crm fields ?
Problem : you can add 5 subforms in Zoho Form, but only 2 in Zoho CRM fields. How can I display the datas from my 5 subforms into my CRM fields ? Thanks in advance.Checkbox and Stages
Hi. I'd like to make a rule under Deals wherein you cannot proceed to the next stage unless a specific checkbox is checked. How would I be able to do that? Thank you!Converting Leads to only Contacts
Hi, As someone relatively new to ZohoCRM with around six months of experience, I've been exploring how to seamlessly transfer contact information from our CRM to Campaigns. One key insight I've gathered is that contact details from leads only appear inNot only void functions in Kiosk
So, the returned result could be used in subsequents components of the Kiosk. That's it. SaludosProblem about widgets
Hey, I have a react app and I have placed my app inside of a widget. The issue is, I need to change the widget URL dynamically. Here is why: for example this is my url https://test.app. It's the homepage. But what I need is https://test.app/contacts/offers/123456789.Zoho standard and Zoiper
Can I use the Standard Version and Zoiper ?How do you add an external user?
We have an company with two Zoho CRM organizations/deployments. One of their marketing staff needs to have access to both CRM organizations. She's been added as a standard user to one of them. How can I add her as an external user of the other? She'llHow to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?Email & Mail-Merge tags for Contact Roles & Events on a Deal
I've been using another CRM system that was built more specific for real estate, but they have a couple of very useful merge tags that I'd really love to see Zoho make available in the (near) future. These would be great to insert into emails (includingSkyslope to ZOHO
Hey there! I am hitting a road block when it comes to integrations. Skyslope tells me that ZOHO is not an approved platform for them to integrate. Which, sure not a problem. But I know there have been several people I have known that say the connectedOur Feeds have stopped updating since May24th
We are not getting any feeds updates in our CRM. This is critical to our business and it has not been addressed in over a week.Notifications Feeds unread count?
How do I reset the unread count on feeds notifications? I've opened every notification in the list. And the count never goes to zero.Multiple Leads within an Organisation
I have a number of leads within one organisation, some are almost sales (and are in Contacts), but I don't see any way of connecting them together? I would have thought there would be a way to connect them together, say under an Organisational IntelligenceBug with copying workflows
This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone aedit note time stamp
Need to be able to edit the time stamp of a note. Often enter notes after the fact, maybe the next day but want the note to reflect the proper date and time of a call or meeting.Calling custom function via REST API from external website
I have a custom function set up to accept and return JSON via the REST - this works fine via local REST clients like Postman (using API key or OAuth). My only issue is that I can't make calls to the endpoint from a web page of an app I'm running. I'mList View just got a makeover!
Hello everyone, The new list view is being rolled out in phases and will be available to all our users by the end of January 2021. We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual,Keep getting the same error in a function.
When executing the code below, i get this error message, adding line 4 didn't seem the solution. Any tips? We look up contacts from the Accounts tab. Code is working fine, but keeps on giving errors in the form. contact = zoho.crm.getRecordById("Accounts",aid);Enhanced email bounce management in Zoho CRM
Highlight: You can now attempt to unblock temporarily blocked email addresses Dear Customers, We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessaryBest practice when handling customers and/or accounts with different "statuses"?
Just wondering what the best approach might be here. Different scenarios: Scenario 1: We sell software to client 1 and he pays for a yearly subscription. We sell the same software as above to client 2 but he pays monthly or maybe even quarterly. So theUnable to see the Quotes module in CRM
Hello, I cannot see the Quotes module in our CRM. I can see that it is check on in the tab groups, but it is not displayed. Any idea why? Kevinclient script: clone record: on load. How do you get the parent record id?
I have a custom module. I have a lookup field back to itself. the purpose of this lookup field is to link it to a parent record. I want to clone a record and have the clone wizard pop up. I'm trying to auto fill this lookup field back to the parent record.transfer it to Indian data center?
" Your account is in the Europe data center." Can we transfer it to Indian data center? Moderation Update: Moving the Zoho CRM account from one data centre to another involves a lot of technical tasks. Please write to support[at]zohocrm[dot]com to helpBigin to Zoho: imported as Accounts and not as Leads
Hi, We are evaluating both Bigin and Zoho CRM and are currently on a free account to test the functionalities to see what best suits our needs. Started with Bigin and added about 150 Companies and Contacts as prospects. We then migrated that into ZohoStatus on adding Quotes module to Mail Merge
I've seen some threads regarding feature requests for adding the quotes module to Mail Merge. Is there any progress on this topic? I am looking for a way to add a price-table from quotes in mail merge documents in writer.Workflow not working in portals
I have a workflow set up so that when Deals hits a certain Stage, it creates a record in a custom module. It works in the full version, but not in Portals. Anyone know why this would be happening? Does Portals not support workflow rules?Phone / Mobile Number Fields
I want both fields to auto format XXXXXXXXXX to (XXX) XXX-XXXX This is a simple auto format field in Excel should be simple enough or I do not know where the setting is.There is a way to send a Deal to Lost after a period of time?
I would like to close Deals after 20 days of inactivity. Any idea? I´ve checked in Automation and Custom Functions but cannot find a way to filter by Last Activity Time...Wrap field text
I have recently established tracking information to be passed to crm. However, some urls are very long. I have intentionally made the limit of these fields to 100+ characters but when the extremely long urls are passed, it stretches out the screen. Is is passable to allow wrapping for fields? If not, please consider. Much respect. P.S. BTW, Zakir Hussain is my favorite percussionist. http://en.wikipedia.org/wiki/Zakir_Hussain_(musician)Need help with script - Event to Deal
Hi, I'm trying to create a script that is supposed to do the following: If an "Event" is related to a "Deal“ and the "Stage“ = "Targeted“ → set Stage to "Scheduled“ can someone help me with a function (as part of an automation that will be triggered whenLeverage competitor mention in workflow rules
Dear Customers, We are happy to announce a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications,Next 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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Sticky Posts
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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