What is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.If I write "attach" or "attachment", but forget to attach something - please give me a pop-up box to remind me to attach something!!!
Hi Zoho Team, This is a feature in Gmail that I really appreciate, because it stops me from doing embarrassing things. It would be great to have it in Zoho CRM as well. The way it works in Gmail: - I write "attach" or "attachment" in an email, but forgetWriting to a multiselect user field
Hi, Just wondering if anyone can provide advice about how to write to a multiselect user lookup field. I've tried a number of approaches but none work. I'm fairly new to Deluge, so would be grateful for any advice. This is a long post, so I really appreciateDatabase's
Hi Zoho Community, We have 2 databases that we want to add to Zoho separate from our other contacts. Is it possible to do this via adding another module, or is there another way to manage this.Deal Updated by Workflow Rule/Automated Function does NOT Trigger Zoho FLOW!!
We have multiple Flows setup that are triggered by "Updated Deal" in Zoho CRM. These have worked great. Recently, in Zoho CRM, we set up a workflow rule to update a field based on date/time field. NOW, when the workflow rule triggers and automatically updates a field in Zoho Deals, that does NOT trigger to Zoho Flow. This needs to be fixed! The reason we set this automated function within the workflow rule to update a field is so that could trigger a specific flow within Zoho Flow to do stuff. ButFormula Help - Only Getting "0"
In my CRM, I have created 4 fields that should calculate based on the FFL Number. However, they're only producing "0" each time. What have I done wrong? They're all set to return a String. FFL Exp Month Formula: If((Substring(${FFL Details 2.FFL Number},10,1))=='A','January',(If((Substring(${FFLField width in Canvas view
Hi, Is there any way to make the edit fields standard width in Canvas? Right now they are very small and you have to aim the mouse cursor at the pencil icon to be able to edit the field.Zoho CRM search hot key does not work
Does this happen to anyone else?How can we add HTML to an existing Email Template usign deluge
Is there any way to add HTML text to a CRM Email Template through deluge? We were thinking to use a multiline field with a text lets say <p>This is my text</p> and put this text in the Email Template through merge field. But it returns the whole textDynamically populate webpage with data from CRM record
Hello all. I'm looking for a way to dynamically populate a webpage from a crm record. For one of our services we provide reports to our customers. Currently we generate the pdf with a zoho form. What I'm wanting to do is generate a webpage with a uniqueHow to change export CSV column name to API name
I'm a Japanese user. The column names of the CSV exported using the following method are in Japanese. Data Administration -> Export -> request data backup It is very inconvenient if the column names are not in English when reading into the local DB. IsUpdate CRM Variables with Additional Business Logic
Update CRM Variables with Additional Business Logic ZOHO CRM Variables provide the ability to store static values that can be updated in one spot and used across multiple functions within a ZOHO deployment. Specific Events, Actions or responses to anotherSend email from template to Contacts from a .csv list
We have a list of Contacts we want to send a holiday card to in a .csv file. We want to send just these Contacts an email using an email template. They are all already Contacts within Zoho CRM, but we've selected this specific group to send the holidayReceiving reply emails in Zoho CRM
I send contacts and leads emails from Zoho CRM. To the receiver these appear to come from my regular email account. Contacting people this way creates a record on the individual's contact page. When I receive a reply it comes into my email account; inWizards in CRM
When I try to create a wizard, I do't have the option to use it for any module. I am missing Invoice and Sales Orders (key parts where I need to be able to create Wizards). Am I doing something wrong?Wizards | Search and conditional layouts bug's
Thank God For Every Second!! Hi, A Few Bugs I found in Wizards: 1. Layout rules do not apply to wizards so if you have a conditional mandatory field, it will not be mandatory when using the wizard. 2. The layout rules apply to the record after it is createdCall function in function
Hi , Can you I call function in other function ? if no, Can I create a bloc code deluge and call it in function ? How ? Thank you in Advance ,Field Validation Total
In CRM we are trying to validate a field in that the other four fields should equal the total of the one field. For example the field Overall Project Value should equal the the total of BusinessUnit1, BusinessUnit2, BusinessUnit3, and BusinessUnit4. IfExtending Age in Days to all date and date-time fields!
When it comes to filtering records based on a date field or a date time field, you would usually count back the number of days and enter a specific date in the criteria. This could be quite tiring. But here’s some good news. “Age in Days” is an option that allows you to filter records based on the number of days rather than a specific date. This was available only for a record’s Created Time. It has now been extended to all date and date time fields. For example, you can now instruct Zoho CRM toCOQL Query, trying to add GROUP BY and SUM
hello I play with coql, works good this my code and the return json (excerpt) queryMap = Map(); queryMap.put("select_query","select el_quote_date, Grand_Total, Contact_Name, Created_By from Quotes where Created_Time between '" + before + "' and '" + curAccess Sales Order line Items in Deluge
Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! BrenednAutosave
Why isn't there a feature that would ask you if you want to save changes before leaving a client's page? We have lost so many notes because of this.Zoho crm instant sync not working
I've been trying to get an instant sync set up between zoho crm and zoho billing to sync my contacts. I've followed https://www.zoho.com/uk/billing/kb/integrations/instant-automatic-sync-from-crm-to-subscriptions.html#:~:text=Webhooks-,How%20do%20I%20sync%20new%20data%20from%20Zoho%20CRM%20to,Settings%20%3E%20Integrations%20%3E%20Zoho%20CRM.Paid Marketplace Extensions and Administrators
Good afternoon, We've found a paid extension we'd love to use, however this is only something we want for a single field agent. They have a unique Role assigned, so that is easily done, but there is no way to untick Administrator, meaning we are forcedImporting from MySQL using Zoho Databridge connection not working anymore
How can we solve this problem?Related List not showing in Portals
Apparently Attachments doesn't work in Portals, so I created two Related Lists for attachments. Both have a Lookup field to the Deals. One is showing in portals and the other isn't. Anyone know why this would be happening?Unable to Add Report into Default Home Page
Hey, I've created a Report and I want to add it to the Home Page. I've gone to Home > Add Component > Dashboard > Chose my Dashboard > But cannot find the associated report in the folder I've created. Could someone help please?CRM Deal API, Insert Record Error INVALID_DATA
I have pass json data and added require fields but getting below error, can you send each field name so i can make proper request to create record ? { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" },On-line help
I didn't find the on-line help ... Where I can find it ?Updating field in zoho crm when document is completed in zoho sign
Hello I want to update date in zoho crm, deals module when document is signed by my client via zoho sign. I'm using webhook for this, but this is first time I'm using webhook's. So the problem is I don't have idea how my deluge function should look toWrite If Condition with Contains Function
Hello I would like to create new function to categorize meeting according to description for example the user write in the description "Good Morning Brother", if the function find "Morning" contains in the descritpion update the field to Morning. HowKaizen #114 - Geocoding Leads' Addresses in ZOHO CRM
Hola, code enthusiasts! buckle up for a new post on our Kaizen series. This week, let us bring the theory to practice and explore a real-world scenario of sales representatives. We will look at how to create a Related List Widget map in Zoho CRM's LeadDatecomp Function in Formula Field - Leap Year Error
As the title suggests, I've encountered an issue with the Datecomp formula function. When calculating the number of days between two dates, and when either the start date or end date is within 2 weeks of February 29 (leap year), the calculated differenceHow to create a button to print to PDF a quote
Hi all; I want to creat a button that is located in the quote page upper right part that is making directly the pdf export option when you click it. Can anyone tell me how can be done?? RegardsHow to embed a Zoho CRM webform into a Wordpress page?
I have created a webform in Zoho CRM. But when it comes to copying the code into my Wordpress page, I cannot find an option that Wordpress permits. I'm not sure if Wordpress has tightened up since all the current advice articles were written, but noneCRM Telephony - JIVE - Screen popups not going away
Hi, Just wondering if anyone else out there has issues with their telephony integration with screen pops being delayed or not going away. I use JIVE and they have told me the issue is with ZOHO and not them! Issues I'm having for inbound calls are: 1.Synced task ID in Projects
How to get synced task ID in Zoho Projects. As to sync certain task detail like for example updating task status in Projects (not associated with a blueprint).Data migration extended to Services and Appointments modules
Hello all, Data migration—particularly between two Zoho CRM accounts—is an essential process that ensures a seamless transition of business data, thereby preventing disruptions and providing continuity. In line with that, we're excited to bring you aFail to receive Email.
Hi Zoho, Is there any update of Email setting start from Dec? such as cetification verify etc... Our sales report that some of our factory fail to receive our Email. I need to find the cause of it. Thank you.To change Dashboard data display w.r.t. Financial Year
Dear Team, In my dashboard, under Top 20 Accounts By Revenue This Year - data shows from Jan to Dec, but i need the data ti be shown from April to Mar (Financial year). How to change that?Next Page
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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 otherNew 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 numberCategorize report values into number-based or picklist based columns to optimize your business operations
Hello everyone, We're excited to present a new enhancement to reports by which you can create two types of category columns in reports : Number-based category columns - Group numeric field values into user-defined categories. Picklist-based category columnsEnroll, Script, Win: Hackathon 2024!
Hello CRM Developers! Are you ready to create some magic with Client Script and Functions in Zoho CRM? Let’s make Hackathon 2024 an unforgettable adventure! The Zoho Developer Community Hackathon 2024 is here, and it’s your time to shine! REGISTER NOWRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
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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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