CRM - Site/Location
Hi Zoho, One massive oversight of the Zoho CRM is the inability to add multiple sites or locations to one account. Many organisations have several (in some cases, hundreds) of sites across the country or even the globe. The workaround to this, of course,Zoho integration with Shopify
Is it possible to integrate Zoho with e-commerce platform Shopify (http://www.shopify.com) ? We need to integrate Invoices and Costumers contact details. Is there any solution for that? ThanksHow can I show an Account's total lifetime purchase value?
Hello, I know I am missing something. I want to visualize how much each account has paid us over the time they have been customers (lifetime value). This must have been done before but I can't find a community thread on it. We do not bill with Zoho Finance/Books,Set Text within Picture
Hi， I would like to set some text in a picture for inventory template. Can this be achieved?Exporting Charts from ZohoCRM
Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the abilityAssistance with function - Returns Null when Field is not Null
Hello: I am trying to copy a value from our Sales Order module to our Deals module. I have been trying to use a function that Zoho Support provided to me for transferring values from our Deals to our Account module but it's not working. When I use thisThere is some free SIP VOIP integration to Zoho Telephony?
Hi, i have local VOIP provider, that is not listed in zoho integration marketplace.. I want to use Zoho Telephony to manage all my calls.. There is free extension, or integration that just allow use any third party SIP provider? I dont want VOIP providerIs it possible to download the attachments of a record at once?
I should like to know if is possible to download the attachments of a record at once, I have some records that has a lot of attachments and I need download them to the company drive.What is the client script syntax to call a CRM standalone function?
What is the client script syntax to call a CRM standalone function? Tried this. Can't make it work. https://static.zohocdn.com/crm/7981591/documentation/DotSDK/Functions.htmlPlz, a client script code snippet to get/set value of a Picklist Field during an onbeforeupdate event
Plz, a client script code snippet to get/set value of a Picklist Field during an onbeforeupdate event. Thank you.Automatically add & copy Tag from Company to Contact(s)
Finally convinced everyone to embrace Tags for all our Companies and Contacts. Great way to filter and identify everything without the need to create new fields. Is there a way to automatically add the Tag or Tags applied on a Company record, to the relatedNotify previous Account Owner when Owner ship is transferred
Good Morning, Via a Workflow it is already possible to notify the NEW Account Owner or Contact Owner when this is changed. But is their also a way to notify the Previous Owner? This way both NEW and Previous Owner can be informed about a change in theirIssue when create Quote from Deals
hello, i have a issue when i was create Quote from Deals using script in below Return_Map = Map(); Error_Map = Map(); Quote_Products_List = list(); Create_Quote_Map = Map(); info "CRETATE QUOTE MAP" + Create_Quote_Map; info Quote_Products_List; Pipeline_RecordAttachement from related list
Hi, When I send an email from CRM, I want to attach a file that is attached to a record in a related list. Actually, I have only these options : Desktop, Documents, Workdrive, From Record, Other Cloud services. Is it possible to add an option to accessCustomers Booking Appointments From Customer Portal
Greetings esteemed Zoho CRM community. I just started my free trial on the enterprise edition of Zoho CRM, I am trying to explore the idea of having my customers book appointments via the customer portal, I have tried logging into the portal but I doRemoving a related contact
How do I remove a related contact from a Client/Account without deleting their record?UNDO mass update
Please tell me there is a way to undo a mass update? Is this something that can be done on the server? I accidentally updated all of my contact (3500) incorrectly. Please, any help is appreciated. /TomeMissing notes in Activity Report
Hello, I noticed that some of my notes that I put on clients accounts are not showing in the activity report for that day. Thanks KBIs Zoho Flow not included in Zoho CRM Enterprise plan?
Hi, I'm new to Zoho CRM and I purchased it to build and test API integrations for internal and external use-cases. Is Zoho Flow not included in the Zoho CRM Enterprise plan? I may have missed this in the feature list, and was under the impression thatHow add condition to trigger automation if previous field stage in deal was "qualify"
Hi, i want to trigger workflow command only if previous deal stage was qualify.. I have deal pipe with those stages: "New lead", "qualify", "interested", "meet" and "sold" I am trying trigger automation when field stage is edited. But only from "qualify"Mass Update -- delete selection in multiselect field
We would like to remove a selection in a multiselect field for a large number of contacts. Each contact has that selection and may have other selections that we don't wish to disturb in the field. Don't see any way to do that. Thanks. DavidOrganize CRM clients
Hello, I'm in the process of establishing a CRM system for my business. We engage with multiple researchers from the same institution, each working on distinct projects. Contracts and communications are handled with individual researchers, but paymentsHow make bundled offers?
We are using CRM to offer our customers services that are bundled. For example: SEO BUNDLE SERVICE is provided by: COMPETITION ANALYSIS €250 KEYWORD RESEARCH AND STUDY €500 SEO SITE OPTIMIZATION €1000 Total: €1750 In terms of the offer in general, howFormula based on quantity field and picklist
I would like to help with a formula for calculating commission based on a picklist and qty. The name of the table is 'Vehicle Commission' Picklist is 'Type' Qty is 'Qty' Rate is 'Rate' The first 'vehicles' is complicated because it has thresholds. IfBug in Python SDK
there is a code change required in a python environment class: class INDataCenter(DataCenter): """ This class represents the properties of Zoho CRM in IN Domain. """ @classmethod def PRODUCTION(cls): """ This methodToday's Date as a String
Perhaps I'm not understanding something basic. I'm intending to output today's date as a string in a set format. Using the today function: info today.toString(“MM/DD/YYYY”); Today being March 13th, I'm expecting the output to be 3/13/2024. Instead itcustom number code quotation
hello, i want to create field in module quotes like this, "0069/GIT/PRS/XII/2023" 0069 generates the number, this iteration when we create a new quote, but every time the month or year changes the number returns to 1 GIT is the Business Unit get fromZIA is not working and customer service is fixing problem for 2 straight months!
Dear all, I'm experiencing a lot of problems with Zia in general and I open the ticket (case) on 07.02.2023 proof is attached. Zoho customer service and developers are working to resolve this case for 2 months now, TWO MONTHS! Since I'm paying an enterpriseIs there a way to create a Portal that goes directly to a custom page?
I want clients to go into a webpage type view and be able to see the details of what we have on file, and be able to update some of those details. It looks like Portals only allows the Contact/Build list view. I started a Canvas page, but it still goesCannot edit "Expected Revenue" in a potential?
After converting a lead, I checked the option to create a potential and, in potential details, I see a field called "Expected Revenue" which I can't edit. What is its purpose and why can't edit? On "Standard Fields in Opportunities" page from Zoho website,After create deal, it navigate into to deal created. How avoid it?
After create new deal, automatically navigate into deal, so i have to click back, to be able to create new deal, I would like to create deal and it navigate to deal pipe, so i can easly create new one fast.. Another doubt, its possible use keyboard shortcutHow to add business label when task is accomplished
Hi, I am trying create automation in workflow to add business label when task is accomplished. But it not work.. there is no way to create business label when task is accomplished.. at least no easy way. Tried update business custom field when task stateDeal Updated field by an workflow not trigger second automation
Hi, i am trying update run 2 automations in sequence, one trigger another one, but its not working. Using workflow i did 2 automations: Automation 1 When task completes i change deal stage field to "Sold" Its working, its moving card inside pipeline Automation{"error":"invalid_client"}
Im sending POST query to https://accounts.zoho.com/oauth/v2/token like this described in https://www.zoho.com/crm/help/api/v2/#generate-access article, but got error {"error":"invalid_client"}. Im first thinking that this my mistake, but after this IAdd second lead to same company -- do company details get autofilled for second lead?
Hi if I create a lead that is attached to a company and fill out all the company information (address, website, etc) and then add a second lead and put the company name as the same company, will it automatically fill out the company info (address, website)My Leads only convert to Contacts, not Accounts
I was trying to customize the CRM so I was able to use it for a Health Insurance Brokers Firm, and It is not allowing me to convert the Lead into an Account, even though I would previously allow me to.Delete Related Records from the Deal Module
Hi everyone! Hi I have a question on how we can delete the related records associated with that particular Deal Record. on Deal Record Is has a Related List name of my Related List Audit Logs Lists. The scenario when a field I is edited from a Deal RecordExecute a function as a specific user or by the system
Hi, is it possible to execute a function in Zoho CRM as a specific user or by the "system". The use case is the following: I want to restrict certain manual inputs by the user but still allow the user to perform certain tasks by clicking on a custom buttonRerunning a Sync to update a field
Hello, A field has been added to sort our Pest Lead sync. Is there a way to rerun the sync so that all contacts are updated?"Zoho CRM API Access" permission
Hi everyone! I understand that the "Zoho CRM API Access" user permission allows a user to be used for API calls, but does this imply that - using the API - the user can gain access to every module? Or is it limited only to enabled modules? I think I knowNext Page
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Announcements
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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Sticky Posts
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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