CRM Global Search Problem for Products - (solution: manually edit 15,000 records??)
Over the years we have accumulated alot of products that are now INACTIVE. I am unable to delete them as they are attached to quotes which is fine, however they keep showing up in search results which is causing a ton of issues for us. I was given two workarounds... (a ton of clicks or manually edit 15,000 records) Option 1. Use products module to search... Click 1. Go into products module Click 2. Select filter, scroll to find ACTIVE products filter Click 3. Click on Active products filter ClickTriggering rules on lead conversion
There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh BhadraMass Emails
Hi, Im sure others have come across this before, when using the mass email action on the right-hand corner of a list view as opposed to manually selecting records, it doesn't default to the current list view on the screen and defaults to All contacts.Image upload field related API
Hi， May I know if there is any API call or deluge can update image upload field? I would like to setup a image from a record to another record in CRM. Note: it is not record's photo, it is customize field in the module. Warm regardsCustom Button = Field don't refresh after the action
Good morning Zoho Community! Brand new user and first ever question here! :) I successfully create my first custom button who update a field (it's the follow-up date). The button is in the Lead's page. But, I'm force to refresh the page manually to see the updated date. How can I proceed to see the field updated without refresh the webpage (F5).. ? Thanks! RobertZoho's 2024 Customer Experience Workshop is here | First stop: the USA and Canada
Hey everyone, We're excited to kickstart the 2024 edition of the Customer Experience Workshop in the USA and Canada on February 15. The main goal of the workshop is to help you explore, learn, and make the best use of Zoho CRM Plus, which can help unifyInactive products showing in Opportunities pick lists
We have marked about half of our old (no longer offered) products inactive in the product module. However, these products are still showing up when salespeople add a new product to an opportunity or quote. This is causing confusion. Is there a way toConnecting zoho crm to a microsoft 365 account
Hello, I am looking for a way to connect a microsoft 365 account to zoho crm so that I can receive and send emails from zoho items. Unfortunately, the only option I've found is to do it via IMAP protocol, which I can't do due to security policy. Is thereHow to Find and Merge Duplicate records in Zoho CRM
Hello Everyone, Today, let's see how to find Duplicate records in your Zoho CRM account and Merge them. Eliminating duplicate records in CRM seems to be a frequent issue for many businesses. Duplicate records can affect your productivity, increase manual work, and more importantly show incorrect data when it comes to reporting. Hence, it is crucial for businesses to have the ability to avoid creating duplicate records and the ability to merge duplicate records in CRM. As a first step, we needSimple database needed.
I'm looking to move from Filemaker to another simple database. All I need to do is keep track of basic information like: name, age, phone, location, and 3 other fields. I have no idea which Zoho to choose, CRM, Desk, People....Dialpad integration (telephony)
Can we get Dialpad (https://www.dialpad.com) integration please.Programmatically associate Zoho Projects projects to Zoho CRM
Hi, I'm looking for a way to automatically associate an existing Zoho Projects project to my Zoho CRM deal by using a custom function triggered by a workflow. I'm unsure about the correct API code i have to write in order to achieve that. Could you please help me? Thank you, JustinHow to organize button list items in list or detail views ?
Hi, I created multiple buttons for a module. They are displayed in the detail page. As a CRM admin I see for example one of my button "Send to approval" but default (screenshot), and when I click on the down arrow on the left, I can have the other buttons.Issue with Business Days vs Days in Workflow Rules
Hello, We have several workflow rules setup to create cases when a project is created in CRM. These workflows use the "create record" action to create a case with a due date based on the project's bid date minus a certain # of business days (see clipWorkflow not triggering when record is created from function
I have created a custom module (prospects) to copy required information from a lead to the prospect module. The reason for this is that I need to create a dashboard in Analytics to display all leads created in the day, week and month - when a lead is converted to an opportunity the lead is no longer seen by the dashboard. As a work around, everytime a lead is created, I have a workflow to trigger a function to copy the information over. The problem is that I also need to update the prospect recordReports - Deals closing by upcoming quarter
Hi there. Might anyone know how I might create a report that shows me the total value of deals closing per quarter, perhaps for the upcoming 4 quarters. So quarters on the x axis with total esimated value on the y axis.Organization Email Replies Not Showing
No replies to emails sent from the CRM using the Organization Email are getting pulled in under Contact or Lead records, or anywhere I can see. Of course the email is linked to a customer contact in the crm, i can see the SENT email and i can see whenAttach sets of data to leads
On my website users are allowed to save property search queries which include many search criteria. Think price, location, features and more. Users can save as many search queries as they want. I'd like these search queries to show up in the leads modulePlease enter a valid phone number? It was valid yesterday!
Having an issue with the phone field in Lead Information. Every time I view this page or make a change it is prompting me now to fix the phone number. Found that removing punctuation allows me to save but that is a monumental pain in the ass!Error While submitting wordpress form
Dear Team, I am using Zoho CRM Form WordPress plugin to take leads and was working good but now getting below error please help. I am using Contact Form 7 INVALID_DATA a:4:{s:4:"code";s:12:"INVALID_DATA";s:7:"details";a:3:{s:18:"expected_data_type";s:4:"long";s:8:"api_name";s:2:"id";s:15:"parent_api_name";s:6:"Layout";}s:7:"message";s:12:"invalidNeed help with Scope for "Self Client"
Trying to use self client to query contact by email address. I tried following aaaserver.profile.ALL,ZohoCRM.modules.ALL,ZohoCRM.bulk.ALL,ZohoCRM.settings.ALL,ZohoCRM.settings.fields.ALL OR aaaserver.profile.all,ZohoCRM.modules.all,ZohoCRM.bulk.ALL,ZohoCRM.settings.all,ZohoCRM.settings.fields.allDashboard revenue this month issues
My dashboard shows the revenue this month but will not show last months revenue how can I fix this? I have attached a screenshot of my dashboard.CRM / SIgn Integration so that Contract
I have set up CRM / Sign Integration I wish to get Quotes Signed. At moment it seems manual as I need to Create the Quote, then send to Sign and then add the fields for them to Sign I wish to add signatory fields to the Quote so that I can send to recipienthow to make field mandatory only for a user?
I want a field in leads module to be mandatory only for a user in 'Customer Service' ? can I do that? I have tried to use layout rules but it seems I can't differentiate it by 'Created By' fieldMail Merge - Zoho CRM
I have a user in my organization that is trying to use the Mail Merge option from the Deals Module. Each time they try to run the mail merge, they get a blank screen. Other users in the organization with the same permissions do not have this issue. PleaseInactivate a client or account
What do I do with an account that is no longer in business but I don't want to loose the history. Is thee a way to inactivate an account or contactBest Sales Engagement Tool that Integrates Seamlessly with Zoho CRM (Ex. Outreach, Klenty, Reply.io, Salesloft)
We do a lot of outreach to sales prospects through a combination of emails, calls, LinkedIn messages, etc. We've developed an outreach cadence where on Day 1 we do _____, Day 3 we do ____, Day 5 we do ____, etc. but right now it's a very manual processemail sequences/Cadences
I'm curious to know how Zoho CRM users are working with email sequences/Cadences. I use Klenty which has aN integration with Zoho CRM to send out email Sequences/Cadences. But here is the problem. There are so many types of leads in my CRM and i onlyMenory is full
Hello, my memory is full, see screenshot. How can I free up memory? How can I create a list of the entries that use the most memory? ThanksSales tracking for financial advisors
Hi everyone ! I work in a financial advisor firm and I would like to track our sales. "Product" seem to be very limited for our usage. Here are the requirements: -> We need to have a database where we can select one or multiple products in a deal. ->Kaizen #116 - Client Types in Zoho API Console
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss different client types available in Zoho API Console, and when to use each. When you register an app in Zoho API Console, you typically choose a client typeCan I get list of user ID's at certain role using API?
Hi, I have role called 'Sales Representatives' that consist of 8 users. can I get the list of the user ID's by using role name (or role ID) as the parameter using API in Zoho CRM?Kaizen# 83: Get input via pop-up and show/hide fields in Client Script
Hello everyone! Welcome back to another Kaizen post. In this post, let us discuss the following use cases. A. How to get input via a pop-up B. How to show/hide fields using Client Script A. How to get input via a pop-up 1. Requirement Consider that theKaizen #123 Data Synchronization from a third party application
Welcome back to the Kaizen series! In last week's post in the Kaizen series, we discussed one-way data synchronization from Zoho CRM to a legacy application, utilizing Zoho CRM's Bulk Read API and Notification API. This week, we will discuss data synchronizationIs there any wait to mass import meetings record for leads at ZOHO?
I have some personal meetings record which I wish to store over ZOHO under meetings tab and mass import those records but can not find an option to do the same at CRM.ottenere un url
Salve, stiamo valutando di utilizzare un software che ci automatizza l'invio di messaggi tramite WhatsApp web(bot). Il software in questione, tramite l'utilizzo di api e a seguito dell'inserimento di una mia URL permette la gestione dei contatti del mioCheck Contacts for scheduled calls
HI guys! I really hope sonmeone can help, I am battling with the logic of my code. Here is the use case scenarion, we heavily use the call smodule in ZOHO, i have a workflow that triggers and schedules calls dependinf on the outcome of a call. We haveMail Merge Saving vs Synchronous
We've started having a problem recently when creating a Mail Merge from Zoho CRM that when selecting anything over about 50 records instead of 'Synchronous Merge (Download/Store/New)' we end up getting 'Merge & Save as files' instead. Nothing has changedhow to delete attachments to free up our File Storage?
how to delete attachments to free up our File Storage?Invalid collection string
I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changedNext Page
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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 otherImmediate action required by Notification SMS users
Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom RegulatoryUnveiling 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'sNew 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 Access
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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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