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,Custom Related List error message
Hello, I have a custom related list in the CRM Accounts module for Parent accounts, which pulls in information on Member accounts and shows up on the Parent account. The function is built correctly and runs correctly sometimes (see screenshot)... ...butZoho Desk tickets not visible as related list in Zoho CRM
Hi, I've set up the configuration between Zoho Desk and Zoho CRM. However, the tickets are not visible as related list in Zoho CRM. Where can I solve this problem? Moderation Update: We see that you've started another post for the same challenge. We'veSubform details
Hi, I want to update an entry & create Writer document after an action. The action is to choose one or more entries in a subform. The entries belong to another custom module. I assume I'm collecting a list here. The next step is to add those entries thatIF statement to join 2 first names only
I have set up on a contact layout to have a partner/spouse with secondary first and last name fields. I'm trying to set up a formula field where if the secondary name is empty, the only the first name will appear in the 'letter' formula field, but ifLaunching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since FebruaryUseful enhancements to Mail Merge in Zoho CRM
Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documentsCalculate the revenue according to the number of working days
Hi, I need to calculate the number of worked days by month. We're in the consulting business so our consultants start and end their mission in the middle of the month. We have a start date and end date to the mission, and I would like the monthly revenuMass Update Currency Field
Greetings. We have 600+ leads and contacts that have the wrong currency. I have tried Mass update, but this appears to be a system field that can not be updated. Can this be done with ZOHO help, or is there a work around? Thanks Kindly.How can I recover all my deleted contacts?
I delete all my contacts by error. How can I recover them?How to stop workflow email sequence in CRM when a lead replies
Hi, I am running a 4 step workflow email sequence in CRM and whenever a leads replies, I manually change the trigger field to something else, like if trigger was on active, I change it to replied but it does not stop email sequences from going out toNew to Zia's call intelligence: Quickly identify important keywords from call transcripts
Dear customers, For most businesses, calls are an effective way of communicating with customers, partners, vendors, prospects, or others. Accordingly, we recently introduced the Call Transcription feature and extended Zia's intelligence capabilities toPDF Templates for non-inventory modules
Hi, With the new limitations in mail merge, it poped up something i asked about 4 years ago. Some of my clients use mail merge only because the PDF templates are not available to non-inventory modules. if it is possible to enable to in other modules,Error when attempting to add an item to a related list in Contacts
Hi, In our contacts layout we have created a Lookup field called "Trusted" to allow users to link other contacts to main contact. I need to add items to this list for any given contact via the REST API. I've been following the article https://help.zoho.com/portal/en/community/topic/kaizen-48-related-lists-and-related-records-apiConnect Error
My emails are supposed to be shared with my co-workers and all the settings are accurately set, but they cannot access my emails. When I check the settings page, it says CONNECT ERROR. I cannot figure out how to fix this.Lead conversion, field mapping and deal conversion
Hi, we are new users of Zoho One and are trying to get on par with easier/lighter customizations & workflows. Case 1: When we convert lead to account (using the convert button) we want to set the account type to "Prospect" - how do I setup this workflow?Is it possible to make Functions to take in Map or List as parameters in CRM?
I'd like to to create some standalone custom functions to allow me to manipulate data. I'd like to take in List or Map variables as parameters. I want to use REST API to send some List or Map variables to those functions. Currently in the Function editor,Renaming the Services and Appointments module
Hello, I was able to rename the Deals and Accounts modules, but I can't seem to rename the Services and Appointments modules. How do I do that? Thank you!API name of aggregated fields
Hi, I would like to change the value of an aggregated field and move this to a Writer document. Though I'm not able to find API names. Does that mean, that this is not possible? Best Dina[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancementsTransfer contact to a lead.
Is there a way to transfer a contact from CRM to a lead without having to re enter everything.I receive a monthly invoice and cannot assign it
Hi team, I receive a monthly invoice and cannot assign it. The amount is €10.71. Can you tell me what this is for and stop the payments immediately? Thank you a lot!Personalized templates, automated WhatsApp messages, and more
Hello customers, We're thrilled to share some exciting enhancements to our WhatsApp Business integration with Zoho CRM: You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilitiesNew in Zia: Identify anomalies in list views, plus best mode to contact recommendations
Hello all, We're here with a couple of enhancements in Zia—Introducing anomaly detection in list views and the best mode to contact suggestions. So without any delay, let's get into the details one by one Anomaly detection in list view Anomaly detectionEnhancing Zia's Churn Prediction with descriptive reasoning and usage data
Dear all, We're excited to announce a couple of major enhancements to the Zia Churn Prediction feature: descriptive reasoning and the inclusion of data usage. Before we discuss the improvements, here's a quick recap of what Zia Churn Prediction is allHow to remove the "Send Email" button from any crm module when the record is awaiting approval?
I need to remove the Send Email Button from any custom or standard module Moderation Update: There are two different feature requests discussed in the post. 1) Hide 'Send Mail' button when the user's Profile permission for sending emails is disabled.:between: conditions in search?criteria
Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29Error when trying to get crm record
Usinf the CRM API, I'm trying to pull a record from our CRM by getRecordById, but I'm getting the following error: No 'Access-Control-Allow-Origin' header is present on the requested resource. Origin 'https://www.w3schools.com' is therefore not allowed access. The full code can be found here: https://www.w3schools.com/code/tryit.asp?filename=FDFWZRMENMHV Appreciate your help with this.Change Campaign Member Status Options
We have the Eventbrite extension linked to our Zoho CRM account, and the data from this shows up in the the Campaigns Module. Each contact in these Eventbrite campaigns is automatically listed as 'Attending' in the Campaign Member Status. I would likeFont keeps changing in emails
Is there a way to set a permanent default font in emails (specifically email signatures)? We spent hours setting them all up (templates, email sigs etc) and they seem to randomly send in different fonts. Usually Times New Roman, we set everything up inPermissions based on fields data
Hello, I don't think it's possible to set up permissions and/or share rules based on records' fields values. Is this something being considered to implement? Regards, Moderation Update: The condition-based Data Sharing Rules is available. AnnouncementChanging a customer currency which is different to company base currency
I am trying to change the currency for a customer which is different to our company base currency. When I attempt to select the drop-down in the customer profile when editing, this is greyed out and I am unable to select anything else. Kindly advise asZoho Forms not linking to Portal
I have a Portals page/module set up with a link to a Form. However the CRM Search bar in the form is blanked out and doesn't search or even allow typing into it. The form is set to Public.Data mismatch error when running custom function to update field in Deals module
I keep getting an error message: Failed to execute function Data type of the argument of the function '754' did not match the required data type of '[BIGINT]' Line Number:XX I'm trying to covert a currency field value to a text field string that includesMiddle Names
I don't understand why Zoho has not included a filed for middle names. This is standard in the U.S. and required for many legal documents which we use in my office. Please add this feature it is very basic and there is no reason to exclude it.How to change User Role
Hello! I am the primary administrator for our company's CRM. When I opened our Zoho account, it automatically marked me as CEO. However, I am not the CEO! How can I change this in my profile? Thank you.Conditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick listOutlook 365 Zoho Calendar Meeting to Zoho CRM Contact Record
Hi I have integrated a two-way sync between Outlook 365 Calendar and Zoho. I currently testing the integration - I am operating with Outlook 365 Calendar, and I create a meeting within Zoho calendar in my Outlook. I invite a synced contact (Dr Loopy TestNext 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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