Lead Stage- and Deal Stage Duration
Dear Community, We have recently created several lead stages and activated the lead stage history. Now we would like to create a chart for our analytics dashboard that shows how many days the leads stay in each lead stage on average. We would also likePreserving Lead Progress Post-Conversion in Zoho CRM
Hello fellow Zoho CRM users, I've encountered a challenge with my Zoho CRM setup and could use your insights. After investing considerable time in creating a comprehensive Blueprint to guide leads through the sales funnel, I've hit a snag. My processThe Add New Module page isn't working in my developer edition of Zoho CRM. The sidebar loads but the main canvas stays white with a loading icon.
Trying to add a new module on the developer edition is broken. The sidebar loads but the main canvas stays white with a loading icon. I've tried yesterday and today on both Firefox and Chrome. Attached is the console log which is showing numerous erRecently viewed contacts
In the old interface, there was a "Recently viewed contacts" tab on the left side of the screen. Can I get it back?Custom Function > Get the right Modified By
Hello, We have a custom function to automatically rename a potential when we save it. The problem is that for all potential, the modified by field is field with "xxx" because xxx is the person who have written the function. And therefore, we do not knowError in filed criteria, not accepting more than 25 values
Hi Team, I m having difficulty in creating a report, when I m trying to give more than 25 values in any field it gives error as not more than 25 values are allowed. Earlier it was not like this, we used to give more than 25 values for pulling any report.How can I customize the optin confirmation email in ZOHO CRM
We have enabled Double Opt-In on a ZOHO CRM Webform. I cannot find a location where i can customise the layout of the email authentication that is sent to a user. Could you please let me know where / how this can be customised?Getting current user Id
Hello, everybody! I want to set the login (current) user as a potential owner. I'm trying to do this with the custom function. Please help me with this task. I now that I have to update field "SMOWNERID" to current user Id, but I can't understand how to get ID. I tried to use system variables zoho.loginuser and zoho.loginuser but none of them doesn't return the ID.The file(s) that you are trying to send exceeds the 10MB attachment limit.
I'm trying to send a customer an email with an attachment from Google Drive but I get this error message "The file(s) that you are trying to send exceeds the 10MB attachment limit." When I click on the properties on this file it stats that the size isDeleting a task from Sales Order once Quote is marked as Won
We have created a custom function for deleting tasks once a quote is won or lost. The lost part of the function works fine. However, when the quote is won, it changes to a sales order and the task is then associated with the sales order. We have triedImport leads from trade show, but some might be existing contacts
Hi all, We just came back from a trade show, and imported a lead list. Some of the people on the list might be existing contacts. Is there a way to sort this on import? (new leads to leads, contacts to contacts) Or is there a way to scan leads for anworkflow
Hi, Can someone help me in creating a workflow that would convert lead to prospects once the lead has been contacted and can be tagged as Active or dead according to their responses then converts to accounts once agreed to purchase the services. Can someone walk me through the process?Client Script does not fully function in Sandbox
I have noticed that the Client Script behaves differently inside Sandbox, compared to production. For example, I am trying to invoke a function inside the client script. ZDK.Apps.CRM.Functions.execute("GetProductLocalPrices"); it would work in production,Domain MApping TXT Record
Hi, How would i enter my TXT info into my hosts TXT record creator? Please see imagine below what I have to use: my credentials are in this format (these are not real) and I'm using crm.mydomain.com for my cname record TXT Name : 7571025684a222db771bb72c8375629ca11b4285ZDK.Apps.CRM.Products returns "undefined"
Hi there, I am trying to create a Client Script to query the Product modules. in the script, trying to use ZDK.Apps.CRM.Products.fetchById("2607824000078309340"); However, "ZDK.Apps.CRM.Products" returns "undefined" In Zoho official document, it seemsZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunitySalutation as a required field
Hello For now, the "Salutation" field is linked to the "First Name" field. But when "First Name" is required, "Salutation" is not. It is very critical to have the "Salutation" required, because when we add the variable "Dear Sir" or "Dear Madam", we needCRM - Host not getting email notification about Calendar Booking
I've testing Calendar Bookings in Zoho CRM. It seems to work well - however, the Host (myself) doesnt get any email notification. The calendar booking shows up in my calendar and the customers calendar. The customer gets a "Confirmed" Calendar email.Notify me when a CALL has been scheduled in Calendar Booking
Hi! To be clear, I'm referring to Calendar Booking within the Zoho CRM calendar module, not Zoho Bookings. Thanks to the Calendar Booking FAQ's, 😃 I figured it out how to receive notification of a scheduled meeting by enabling the "Notify me when a meetingPicklist reference value in REST
picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a wayHow to import Quotations, Sales orders, Invoices etc from another CRM?
Is there a way to import data such as quotations, sales orders into Zoho CRM in bulk? If so, in what format?Block field technicians from viewing past data
Hi We have given access to our field technicians to view Zoho CRM schedule and work orders on the mobile app. But we want to limit their access to past data once they have completed the job. How can we do that, if possible?Kaizen #127 - Circuits in Zoho CRM - Part 2
Hello everyone! We're back with part 2 of Circuits in Zoho CRM! We are as excited as you are with this topic! Let's dive right in! As promised, in today's post, we will discuss a use case, see how execution happens, and associate that circuit with a workflow.Ring Central Integration Does Not Work As Advertised
Please watch this video: https://www.youtube.com/watch?v=NFxBDHgDA10 Here is the transcript... 0:34 account when a call comes in your caller 0:37 is instantly identified and match to 0:39 existing contacts in zoho the 0:41 corresponding contact profile pulls up 0:43 on your screen immediately showing 0:45 historical call activity now you can be 0:48 well informed even before you pick up 0:50 the call throughout the call you have 0:52 easy access to valuable contextual 0:54 customer information soDownload Statement from Zoho Books and upload to Zoho CRM
Hi everybody! I don't know who needs to know this, but if you do, then here it is. This code: Searches for Contact in Books based on the Account ID in CRM Download the statement of account of the Contact in Books Upload as an attachment in Account recordImported Accounts missing Zoho Unique Id code
Hi, I have imported abt 65 accounts to Zoho CRM using a XLSX template. Accounts were correctly imported but I noticed that no Zoho Unique ID (Generated by Zoho) was created/assigned to these recently imported accounts. The Zoho Unique ID wasn't supposed*SOLVED* Displaying Creator Pages in Web Tabs
Solved: I changed 'page-perma' to 'page-embed' in the URL Hi, I've got a ZC Page with html snippets I'd like to display the page as a CRM Web Tab The options I see are: - Web Tab (Link) - Web Tab (Widget) - Custom App (Creator integration) Neither the Widget, nor the Link Web Tab would display the Page (whether using creator.zohopublic.com or creator.zoho.com), they only show Reports. Custom Apps can only show Reports and Forms within an Application. So, is there no option to display a Creator PageZoho Finance Limitations 2.0 #2: Users can't email from their own email account. Workaround option available but not scalable
It's standard practice for CRM users to email quotes (native CRM) from their email account (we use IMAP integration with gApps). Within the Zoho Finance module this is not possible. You must add each approved email from books setup each template for thatZoho Finance Limitations 2.0 #1: User Field Level Permissions from Books do not exist in CRM. Zoho Finance has no Field level permissions
It's standard in CRM to have user roles field level permissions. Same standard exists in any accounting software. it's not possible to implement any field level permissions for Zoho Finance. What does that mean? Basically any custom fields show for everybodyDuplicate Record in Zoho CRM Module from one layout to layout
Hi, I have a module with two layouts and two pipelines: one called Ops and one called Reqs. In the layout of Ops, I want to create a copy of a record when a stage is met (Stage: "Interview Scheduled" in the Ops Pipeline). That record copy should go intoExport Zoho CRM Invoice to XLS or CSV for upload to Zoho Books
Good morning, Is there a way to export an individual invoice from Zoho CRM Invoice module as an XLS or a CSV so that I can upload it to Zoho Books since there is no direct integration of the two? Operationally we use CRM for creating Quotes and Invoices,Search Records API: strict "equals" criteria
Hi everyone! The documentation for the search records API states that > When you use "equals" in Search API, it behaves like contains and fetches the records accordingly. So, how can I specify a criteria for "the field matches exactly this string"? Thankszoho crm MCL/MQL leads of refferals
I want to get leads of refferals also after getting to contact us i am getting leads of first user in MCL & MQL but not getting refferals leads like name contact country mobile numberCustom Modules not showing in Portals
I have a few custom modules. Some are showing in Portals and other are not in the list to be able to be shared. All the modules have the correct sharing turned on. I noticed with the Quotes module, that when I moved the Owner field out, it didn't showTabs for Modules
Hi everyone, this is Uğur from Hatko in Turkey. There are 103 active fields in total in my sales orders module. Because our sales processes require this usage. During registration the form gets too long downwards. my suggestion is; We should be able toBrowsing files uploaded via API?
Hi everyone! I'm uploading files to be used with ZohoCRM with the relevant API. It's working, but I was wondering, how can I browse those file and eventually delete them? Thanks for your assistance!string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error
Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for thatError prompt when accessing our service desk portal
Hi Team, We are all experiencing an issue whereby all of our users accessing the service desk are getting the following error: It doesnt go away despite clicking on the X. You have to click on the X a few times before it goes away. I have cleared browserSending mail merge templates in Zoho CRM
I think I know the answer already, but want to double check... Zoho Sign supports a drop down merge field, for example: {{Dropdown:Recipient1:(options="D1,D2,D3")}} But if sending FROM CRM using the Zoho Sign Extension, that field would not be supported,IP PBX for Bangladesh
Hello community, can anyone recommend local IP-PBX providers for Bangladesh which can enable call from local SIP number to local Bangladeshi numbers and integrate with Zoho CRM/ Telephony?Next 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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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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