Work around for Parent/Child Field Limitations
We are an automotive wholesaler which means we deal with a lot of vehicles. One way to prevent typing errors for vehicle Makes and Models when creating a record is we created Parent and Child fields for Makes and Models. So, if a user selects a Make,Change the template for sending reports through the report Scheduler
Hello, At the moment when sending a scheduled report through the reports scheduler, Zoho sends the reports signed by Zoho TEAM. It is supposed to be sent by the user and the user should decide how it looks and what the mail says. I have configured myBuilding integration to support multiple zoho clients
Hi, We have our custom webapp which we need to integrate with Zoho via API as some of our clients are using Zoho, so we have to build a integration with Zoho to pull some data from clients zoho crm. I tried zoho php sdk and it works but I am getting errorsHow would you consider recording an opportunity with different sales product types?
Hi, I am looking to your views on how to handle this scenario in the consulting industry. I have an sales opportunity with a client that includes the following services: 1. Advisory hours (delivered by an external contractor to my company. We apply aInquiry Regarding Website Development and Support
Hello, I'm interested in knowing, when I develop a website and launch it on the internet, is it possible that there might be issues with the site that need to be resolved later (after launched it on the internet)? Additionally, in case issues arise withEnhancements to finance suite integrations
Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in the Sales Order module. We're also running a migration and all existing users whoCopy Address button customisation
Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens. The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage. On conversion of the Lead (to Contact/Account and Potential) I need the following to occur: In Potentials I need to display · Physical Address only In Accounts I needKaizen #79 - OAuth2.0 - A Recap and FAQs
Hello everyone! Welcome to another week of Kaizen! Today, we will address a few frequently-asked questions about OAuth2.0 that include token generation, scopes, errors etc,. If you have any other questions, let us know in the comment section. We willCustom Richtext is not updated through rest API
Hi I have a rest API client that I can update all fields of a lead, except a custom richtext field which is not updated. The funny part is that it returns success but the record is not updated. I have also double checked the API name and it exactly matchesMass Update not trigger workflows
Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflowsAfficher un champs de la section "Compte" dans une vue des "Affaires"
Bonjour. Je voudrais avoir une vue des "Affaires" qui me montre à la fois les noms des entreprises ainsi que les numéros des entreprises y associés (ces derniers étant la valeur du champ de la section "Compte").Allow pre-setting To/CC/BCC in email templates
I'd love to see this be implemented to where when we are setting up email templates (including HTML/Plain Text) that we can also pre-set what email addresses (direct input, or via merge tags) are for the specific template so when we go to use it, it hasAutomating adding contacts to a campaign based on a change to a specific field
nb. I'm referring to the Campaign object in Zoho CRM here, not an email campaign in Zoho Campaigns. I'm looking to build a workflow that will add contacts to a particular campaign when a specific field on the contact record is updated to contain specificAuto populate event from lead info
We are looking to populate the event fields with info from the Lead whenever we create a new event. I understand a custom function is needed, but I haven't been able to figure it out. Basically what we are looking to do is: Title = Lead Name + City LocationSIP integration Zoho CRM
Hi there Is there a way that we can integrate our own sip provider to use within Zoho CRM. We are based in South Africa and i am sure it wont be that difficult. ThanksHow to trigger workflow thru update record API?
Hi, I am using this API to update the record in CRM, but seems it will not trigger workflow. Just want to know how to make it trigger workflow? https://www.zoho.com/crm/developer/docs/api/v5/update-records.htmlChange 1st Day of Week in UI to Sunday
When I create a new Task and go to enter the due date, a small calendar appears in the UI which allows me to select the month/day quickly. However, I'm consistently messing up my intended selection because for some reason the week starts with Monday instead of Sunday. This is the first time I've ever seen this in an application... in much of the western world our weeks start on Sunday. Where is the setting to change this?Not able to see the parent account and enrich data
I have uploaded a csv sheet with 3 columns, Account, Parent Account and website URL, after uploading the accounts, I am unable to see the parent account and unable to perform enrichment. Can anyone please tell me how to overcome this?Kaizen #120 - A Guide to API Calls in Zoho CRM Sandboxes
Hello everyone! Welcome back to another post in our Kaizen series. This week, we will discuss in detail about the sandbox environment in Zoho CRM, and how to make API calls to the sandbox orgs. Environments in Zoho CRM Zoho CRM empowers your businessAssigning Leads to Queues
Do you support Queues as Lead Owner? This is a basic function in any CRM. Assign Lead to a Queue group where any member can take ownership by him self.Zoho name appearing in url searches
I have custom domain set, but when a url search is done, the Zoho name shows in the search history. Is there a way to remove this? I have attached a screen shot. Also, if I print the screen to the printer or pdf, it leave a text line referring to Zohozohocrm-csharp-sdk-2 - Only works through proxy server?
The configuration of the sdk asks for : * Create an instance of RequestProxy class that takes the following parameters * Host -> Host * Port -> Port Number * User -> User Name * Password -> Password * UserDomain -> User Domain */ Are usersWhatsapp BOT with CRM
Hello, how do you use Whatsapp integrations in zoho CRM?Submit Button
Hi, I want to take this button in the line of Field email don't want the down.WHERE THE F*CK IS EVERYONE?!!
WHY THERE IS NOBODY AND NO CHANNEL TO CONTACT YOUR SUPPORT?!!!!! YOUR SOFTWARE BRIGHTNESS IS TOO BRIGHT ANDF HURT MY EYES!!!!!!!!How to add a portal with access for customers?
I know it is possible to add a portal for a kind of customer self service to Zoho CRM. For example I do want to send a link to the customer where he can check his address and change it, if the address has changed. But I do have a few questions: Is itAre RingCentral call recordings stored directly in Zoho CRM? If so, for how long?
The information surrounding the RIngCentral integration is sparse and sketchy. Call recordings are placed on the activity record rather haphazardly and are not accessible unless you are logged in as the calling user and to Ring Central as the telephonyCompleted Calls don't associate with Scheduled Calls
I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter theCRM calculation issue
Hi, CRM have calculation issue. Can you please have a look on it.Why am I getting the following error message?
you cannot send email with unsubscription link for more than 1 recipients.CRM Field Details - WHO, WHEN, Where it's used?
Is there a way to see WHO created a specific custom field and WHEN it was created in the CRM on a module? In Module settings, I can only see the fields but not those details. I've also checked in the API section under API names but do not see WHO or WHENhow can I change the font when I answer a ticket in zoho desk? thanks
how can I change the font when I answer a ticket in zoho desk? thanksHow to generate grant token without using developer console
I'm integrating Zoho CRM with another app. I need to be able to use REST calls without ANY HUMAN INTERVENTION. I need a programmatic way to generate a grant token. Using the developer console will not work! This question has been asked several times beforeHow to fetch custom Related-list records from ZOHO CRM using ZOHO-API?
Hi, i am working on Zoho CRM and using Zoho API to fetch records from zoho crm. I want to fetch custom related-list records by using zoho-api but I am not able to do this. The scenario is : I have University as Related list in Contacts module and University is a custom module in which I have a lookup field of Contacts. Now all University records related to particular Contacts are shown its record as University Related-List. I want to get this data by using zoho-api. Help me to solve this problem.Access parent record in formula field
Formula fields in CRM are very useful. While I can use various functions on record's fields, I cannot seem to be able to access parent's record. Example: - I have a custom module Transactions and then a lookup field on Deals module allowing 1:many relationsZoho Fraud and deceptive business practices
Like most of you, I have been unable to cancel my Zoho subscriptions. I spoke with the "sales manager", who refused to let me speak with his supervisor and could barely speak english. I have canceled my autopay through PayPal for my Project and BillingAuto adding products to an account once an order has been placed.
Hello, Is there a way to automatically update the 'products' associated with an account once the account/client has made an order? For example, if we quote Company A a year of support and they place an order (meaning we convert the quote to a sales order), how can we make that year of support (which is already included in our product list, by the way) show up under the products that the Company owns? Would we just have to add them manually each time? Thanks!!Storage space almost full
Can you please offer your users a better, more efficient way to manage storage and attachments than: Step 1: Log in to your Zoho CRM account. Step 2: Navigate through the records and delete the attachments that you do not need. And I don't mean by purchasingSelf-client INVALID_TOKEN error
Hi, I am looking to use the v2.0 API to allow users in our system to submit tickets in Zoho. We would like to set it up as a self-client as we prefer to set it up to provide a known access token from our back end service that will submit all requests.CRM/Finance sync issue: different OWNED TRANSACTION logic
Business background: in our enterprise we have sales person with their owned customers, which is assigned and synced with account owner in CRM and customer owner in Books, so that sales person will be able to see their owned customer in Books and AccountsNext Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
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
Most Discussed Topics
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?
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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
Top Contributors
Sunderjan Siddharth
Ishwarya SG
Pheranda Nongpiur
Zohoboy
Hugh Marshall