Can I Create Different Page Layouts Based on a Specified Module Pick List Field
I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, sameWhat steps to take for user manual?
Where is it?Change admin for ZOHO
Hello ZOHO support, **Urgent Help Needed** We have a super-user account for our organization (ZOHO) that is no longer with the company and we need to reassign the privilege(s) We are unable to reset the password for this user as there appears to be anHow to Report Number of Active Policies on any Given Day in the Past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone outThere is some Analytic table for functions logs on CRM?
Hi Team I would to know if there is some table accessible by Zoho Analytics , for make some query about functions running inside Zoho CRM. Now in CRM, if i want to know the functions logs, i need to access Settings -> Developers -> Functions search theExternal CRMs integration with Zoho system
Hey guys, now we are observing Zoho CRM service to configure it for ur company and our clients (B2B, B2C clients). We want to change business model to shared model and want to have the ability to integrate CRMs of our clients into Zoho CRM in order toHow to get Stage Name in Stage History Related List
Hi Team - I am running a getRelatedRecords in Deal Stage History. When I info it, stage has IDs instead of stage name. How can I convert those Stage IDs to Stage Names or vice versa. See sample response when I do info: Info {"$duration_days":null,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:35+08:00","modified_by":{"name":"Josef Carlo Velina","id":"3983363000000211013"},"Stage":"3983363000002803083","id":"3983363000028094252","Close_Date":"2020-01-20"},{"$duration_days":0,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:31+08:00","modified_by":{"name":"JosefAPI for Zoho CRM "Make this an online meeting" option
Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtualRandom Leads are being created
Hi, Every few days I am getting random leads that are being created with no form interactions at all. The email addresses are from obvious spam, such as 'Easymerchantsx'. When I look at the timeline, there is a Visit record and then a Lead Created record,Access Service Desk requests using Zoho API by generating code, auth token, and searching requests using python - OAuth2.0
Hello Zoho Community, I am new to python and I am working on accessing Zoho API for an Automation flow, specifically I am looking to search for a specific service desk requests based on a search criteria (Subject of a request) . Below are the issues facedLead conversion mapping - You do not have sufficient permissions to perform this operation. Contact your administrator.
Hello, I've been trying to update the Lead Conversion Mapping on the CRM but even with an Admin or Super Admin profile I can't. I always get the same error message (attached). I've looked into the Profile and Users permissions and it is all On. How canZoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, February 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements and CRM integrationsimprove sync with Google Calendar
hello, do you quickly add in your roadmap the improve of the sync with Google Calendar. When Zoho CRM sync with Google Calendar, do you add information as the account's name, the contact's name, the place (by default the account's address). thanksZoho User Group (ZUG) Meetups in APAC - Zoho CRM & Email Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity toEasy automation across apps from within your CRM
Hello everyone, We're releasing a feature that we think you'll love! It's called Actions by Zoho Flow . As the name indicates, it allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would'veBring Products SubForm from Quote to Deals
Hey team, as there is a big issue with Quotes Layouts I've found, I am trying to have a work around for my request. The need: As I have different Business Unit (services & products) I need to have a different quote layout or feature to estimate the totalConvert Lead Automation Trigger
Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetchedMass update leads PROBLEM
During the filter process it responds alwais with 10 leads and no more, whathever kind of research you do... PLEASE ASSIST QUICKLYCRM Forecast Total Target does not update and is always 0.
Hello! I've noticed that the Total Target, Total Achivement and Overall Gap sections of a Forecast in Zoho CRM are always empty, even though i have filled targets in the forecast. Why is it not updating? Could it be a bug or something? I have attachedUnable to attach email
I have a problem when I attach an email to a Deal, it's not showing when in this list of emails attached to this deal. This affect only imap emails. Here when I select the list of all emails associated with the contact, you can see, one email is attachedCall Function When Lead is Convert
Hello Team Problem Statement:- can call a custom function when a lead will be converted using System Convert Button. if someone has any suggestions, please give your suggestion in a comment. Thanks & Regards Piyush Goyal LinkedIn Zoho Developer || 3+How can we extend the notes width to the full window width?
How can we extend the notes (Contacts module) width to the full window width? As can be seen from the image, NOTES elements and notes themselves are not utilising the available real estate of the screen, thus making the notes unreadable. The issue gets significant when there are lots of notes for a contact. Please help.Convert Lead to trigger Webhook
Hello, Is it possible to have the Convert Lead to Contact trigger an Automation webhook? This is necessary for the project I'm working on. Thank you, JesseAccount Last Activity Time field
Hi, Is the Account Last Activity Time field supposed to be the time when the Account was last contacted? If that is it's intention, it is not working correctly. It seems as though this field updates every time the Account is modified as well. Are there plans to have a field that is related to the time an Account was last contacted like "Last Activity"? This would be very helpful in keeping track of when the last time we contacted our customers and non-customers.CRM current date inserted into quote
Hi, does anyone know if and how it's possible to insert the current date into an inventory template like a quote? Of course, I could create a new field in quotes, labelled current date and set the date to today when I create a quote. However, I am looking for a way to automatically include the current data when I export the quote to pdf (which might be a day after the quote was created). regards, MariaSend Text / SMS to a Lead - what is the simplest method?
We would like to send quick texts to leads in CRM (not triggered by workflow). What is the simplest method to do this?Error when saving Canvas Design "Data loading is still in progress. Please save the view once it is complete"
Hi I'm trying to save a canvas view but I keep getting the error message "Data loading is still in progress. Please save the view once it is complete". I've waited, reloaded, rebooted, cleared cache and still get the same message. Any help please? ThanksRunning Custom Function in Workflow Rules
If I am running a custom function in workflow rules and it asks me for input for the deal ID when I click save and execute. But when I click save it says successful. How can I get it to give me all the records? I'm trying to create records from dealsZoho User Group (ZUG) Meetups in India - Zoho CRM & Book Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity toAudit Log via API
Is it possible to fetch an audit log .csv file through a ZoHo CRM REST API instead of manually, through a dashboard? If not, is there another way to fetch user activities through the official API?How to make average with zoho deluge
Hi, i have two modules A. Courses B. Grades Grades module are related list in module Courses his API Key his "Reatedlist2" in module grades i have 10 records that associate to one record of course. In the grades module, there is a number of data on whichActivities Invite Mailed By Using Own Domain
Hi Folks! When I send a meeting invite to someone, mailed by is under zoho's domain. Is there anyway to change it to my own domain?"Public - No Access" Data Sharing Setting
Would it be possible to add a Data Share Setting level between private (where the record does not even appear in the module view) and public read only (where everyone has the ability to access and read every detail from the record)? I want everyone toUpdate payment method
Hello, Can you please provide instructions for how I can update the credit card information for my Zoho account? Thanks, Gileswhen a subform is created does it create a related list or a link between the two modules?
Does a subform create a related list or a link between two modules? I have a module call Deals an i have a module call Product I created a sub form in the deals module to bring data from the product module and custum formulas But the cuestion is ¿WhenEfficient way to get a list of records like Notes under Leads that changed in last N minutes
Hi, I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. HoweverAccounts with multiple branches
Good day, I have 20 clients that i work with (head offices). Each of these clients have multiple branches and are franchisees. Example: - The main account is Wallmart Head office - We manage 100 branches for Wallmart - Each branch is invoiced differently,Linking products to suppliers (or vendors)
Hi everyone! I'm working with quotes module and I have the normal structure: Suppliers (vendors) Products Each vendor has several products (as usual), but the point is that I have already created a custom subform in the budget to find the products inShow listing Zoho to woedpress website
Hi, I want to show Florida based real estate listing from Zoho to WordPress. May you please guide about how I can develop a WordPress plugin using Zoho API. Which API I should use https://www.zoho.com/crm/developer/docs/api/v5/ Regards,My scaling formula doesn't work cannot figure out why
if(${Accounts.Total Premium 22 Manual} <= 10000, ${Accounts.Total Premium 22 Manual} * 0.10, if(${Accounts.Total Premium 22 Manual} <= 25000, (10000 * 0.10) + ((${Accounts.Total Premium 22 Manual} - 10000) * 0.08),))Next Page
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Introducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesAnnouncing 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 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 number
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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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