Deals not showing up in Module picklist on new Webform
As the subject says, I cannot select a Deal object from which to build a webform? I am the administrator... I don't understand why the Deal object would be hidden from selection here. See screenshot.Using SalesInbox to import contacts that were CC'd on emails
Hello, We often have clients that will be CC'd on an email and we would like to add them to our contact list in addition to the sender. Is this possible? Additionally is there a way to tell if CC'd contacts are already in the CRM as a contact or a lWhatsapp Integration questions
Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZOCopy Bill to Address to Ship To Address
For 99% of our customers the Bill To and Ship To address are the same, and it's a big waste of time to have to enter the same address twice. Would you please give us a simple way to copy the Bill To over to the Ship To address with the click of a button? If there is some other workaround to use I'm all ears. Thank YouAdding a new user to my Zoho CRM account but this user already created his own free zoho CRM version
Dear All. I am trying to add a user to my Zoho CRM account, but this new user already created a ZOho CRM account of his own. So when I try to add the user it says his email has already been taken. I actually found the following solution: You can add anWhy is our automation lagging or non-existent today?
We have automation based on fields and timestamps. Today, the automation is not creating the note and follow up task. Also, some emails are failing to send.Zoho CRM Developer Series: Zoho CRM APIs
Master Zoho CRM APIs like a pro! In collaboration with Zoho Developer Community, we are introducing Zoho CRM APIs to help you unlock the full potential of Zoho CRM APIs, regardless of your experience level. Register now to supercharge your CRM skillsCan you create a lead without assigning an owner?
Here is the question I have: Is there a way I can create a bunch of leads without assigning it an owner? What I want is for my salespeople to pick and choose their own leads without me assigning them.. right now all leads are owned by me becauseSyncing with Outlook Duplicates Events
We are using the Outlook Add In. Whenever we create an event in Outlook, the event is duplicated, sometimes many many times. This only happens when the Zoho Add In is on, so it is evident this is the cause of the problem. I am using Outlook professionalMigrate from salesforce - What do we need and how do we get it from Salesforce
We are leaving Salesforce because they have stopped providing ANY support for sub $150/month customers (including us), so we cannot ask them ANYTHING at all and they have locked a large number of features behind that price as well. However, in order toIntegration from Pipedrive to Zoho CRM
Hi all, In details, I am migrate data from Pipedrive to Zoho CRM, but I found out some obstacles which makes me concerned on migration function based on API key. 1. Is it only happened on Call module and specific fields? (and before it, Lead and ContactInvalid Module in Zoho Flow Function
Hi, I am having a weird error when trying to create records in a module using Zoho Flow. I am getting a JSON from a webhook and using that data to create records in my "Tickets" module with the API Name "Tickets createResp = zoho.crm.createRecord("Custom_Module_Tickets",ticketRecord);email integration
Hi i need help .... can i manage incoming and outgoing emails via Zoho which automatically assign them selves to a tasks if one is created. thank youSelect Equity accounts when creating bills or split expenses.
We sometimes have bills that we need to split the cost between an expense account and and owner equity account and it would be great if we could select from equity accounts at the time of bill creation, rather than having to do a journal entry to moveAdd notification features
Good day Zoho I would like to know if you can add a splash screen on the client portal where I can add a personalized message for a customer to see when login in to his/her account.Zoho CRM + Infor Syteline
Looking for possible solutions/successes in connecting Zoho with Infor, the CRM and ERP (Syteline), systems our company currently uses. Thanks for any input.Nonprofit Alumni Management
Greetings all, I am using Zoho to manage a nonprofit and our program applicants and alumni. I am having a hard time trying to setup Zoho to work the way I need it to. I am curious if anyone else has been able to customize Zoho to do this for their organization.Custom Inventory Modules
The ability to add custom inventory modules. This is a must have for Enterprise subscriptions for various reasons. Currently the inventory modules are limited to: Quotes Sales Orders Invoices Purchase Orders Apart from these, a custom inventory moduleSyncing scheduled calls to Outlook
Synchronization from Zoho CRM to Outlook (2007) using the plugin seems to work for events but not scheduled calls. Is this functionality possible? If not, is it planned for the future?Send attachments from Potential Deal to Contact Roles in a workflow
Our intention is to automate Deal management with setting up the following workflow On specific date, send the last attachment in the Deal record to Contact Roles of the Deal. Is this even possible with custom functions?Tip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filterNeed to hire a Zoho Contractor
Hi All: I am new to this group, so apologies for posting this in the wrong area (if that's the case). I am in need of a Zoho hire to help me with the following: *Go through our platform (we are Zoho clients) and help identify which of the apps we haveZoho CRM: Inserting Zoho Survey Link
Hello, I am trying to make a template using my survey link, but it does not appear in the dropdown list despite being launched and active. I am new to Zoho, so I would like to know how I can fix this. Thank you.Date Time field not reading api input correctly
I've run into a strange issue which probably has a simple solution. When I am inserting a record, I have a field that maps to a date time field. When I look at the xml before it is sent it has a value of 08/22/2015 11:59 AM. The insert processes fineHow to cronJob for async between Zoho and my ERP.
I am going to implement the async. And I wanna get access_token without user interaction, so I can set cronJob. If you have any experience and idea, please help me. Thank you.Map Fields from Accounts Module to Contacts Module via Custom Function
Hi Zoho Community, I need a Code Snippet please because my Deluge skills are pretty poor..... I have the following Fields in Accounts module. FBA Cashback Amazon Repricing eBay Repricing Buy Box Booster Nachfrage Optimierung The API Names are FBA_CashbackHandling Duplicates in Zoho CRM
Find and Merge Duplicates is a great facility. However, it works only within modules. It works within Leads and in Contacts. Instead, when I invoke Find and Merge from Leads or Contacts, if it shows the duplicate across modules it would be great.On Premise Solution
I have had some difficulty finding info for the 'On Premise' version 1) Where can I find pricing info 2) Will this version receive regular updates and patches 3) Is the functionality the same as the 'On demand' solution 4) Is there a customer portal. Regards TobySort CRM Dash board list
It would be great if we could sort the CRM Dashboard list either alphabetically or manually. I would also like to be able to delete the standard dashboards that come pre-installed. Is there a way to do this that maybe I am over looking? Thanks!API: How to use the Record_Image field
Hey, I'm looking to download the image from a specific record. I know I can use the api as follows: https://www.zohoapis.com/crm/v2/{module_api_name}/{record_id}/photo But I want to avoid making two calls to the CRM API. I know the record comes with aCRM pictures and file upload
Sometimes you can go around in circles . We want to take photos of jobs on a module on our crm via a phone or tablet. Apparently images are not supported so you use a file upload. Brilliant. Love it. Later we are working on a template to mail merge aHow to make salutation a required field?
Our customer communication uses the last name. So, our emails and letters start with Dear [salutation] [last name], e.g "Dear Ms. Johnson." We constantly forget to set up a salutation and the result does not look good: "Dear Johnson." How can I make theClient Script | Update #5 - Supporting Dynamic Lookup Filters, Flyouts, Widgets, List & Detail Page (Standard) and much more!
Hello everyone! We are immensely delighted to introduce the most-anticipated and enchanting features on Client Script to empower you to fulfill sophisticated functionalities in Zoho CRM, thereby providing a rich experience to your users. Let us walk throughHelp with workflow not recognizing condition
Hi, I've set up a workflow so that when a new vendor record is created with a specific service it will create a matching record in a different custom module. However, when it runs it says that the "condition is not met" so is not a failure, but does notEdit Display of Fields on Create & Edit Screens
Hello, I've encountered a problem and would appreciate advice on possible solutions. Thank you in advance! I've been customizing Record Detail View pages using Canvas and setting up workflows to show only essential fields unless certain selections promptProblem in the email authentication step
;Hi When i am in the email authentication process, i am able to verify my domain, however not able to validate the records. After clicking on "validate the records", i am copying the DKIM and pasting it in a new TXT in the DNS setting in my shopify domain. Then i go back to Zoho and click validate records and i receive the message below: Syntax error found at the start of the SPF record and Syntax error found in the DKIM record Kindly assist me. Thank youHow tto create a module "Deal Contacts" similar to the Contacts module and assign it to the Contact Roles section in Deals in place of "Contact" Modules?
Hi, Given the operational structure of our business, once a deal advances to the Closed & Won stage, our contacts associated with that deal become inactive. To accommodate this, we propose implementing a duplicate module, tentatively named "Deal Contacts,"Mail attachment limit
Is there any plans to increase the size limit from 10mb for email sending? 10mb is very too low, we sometime have documents upper than 10mb to send. We can get around this problem by sending it directly by e-mail, and CRM will still retrieve it via IMAP.Is it possible to take a Survey within CRM at the Account instead of a Contact?
Is it possible to take a Survey within CRM at the Account instead of a Contact? We do not want to roll up values, etc. We have a use case where a survey needs to be anonymous and therefore can not be taken on a Contact (or Target) record.USA Tax Calculations in Zoho CRM
Hi, We need to do custom tax calculations for our mid size business in the USA (to cope with state taxes, economic tax nexus etc). We need to integrate the tax calculation into the Sales Quote and Sales Order functionality of Zoho CRM. Has anyone gotNext Page
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly 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 relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew 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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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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