Enhanced email bounce management in Zoho CRM
Highlight: You can now attempt to unblock temporarily blocked email addresses Dear Customers, We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessaryBest practice when handling customers and/or accounts with different "statuses"?
Just wondering what the best approach might be here. Different scenarios: Scenario 1: We sell software to client 1 and he pays for a yearly subscription. We sell the same software as above to client 2 but he pays monthly or maybe even quarterly. So theUnable to see the Quotes module in CRM
Hello, I cannot see the Quotes module in our CRM. I can see that it is check on in the tab groups, but it is not displayed. Any idea why? Kevinclient script: clone record: on load. How do you get the parent record id?
I have a custom module. I have a lookup field back to itself. the purpose of this lookup field is to link it to a parent record. I want to clone a record and have the clone wizard pop up. I'm trying to auto fill this lookup field back to the parent record.transfer it to Indian data center?
" Your account is in the Europe data center." Can we transfer it to Indian data center? Moderation Update: Moving the Zoho CRM account from one data centre to another involves a lot of technical tasks. Please write to support[at]zohocrm[dot]com to helpBigin to Zoho: imported as Accounts and not as Leads
Hi, We are evaluating both Bigin and Zoho CRM and are currently on a free account to test the functionalities to see what best suits our needs. Started with Bigin and added about 150 Companies and Contacts as prospects. We then migrated that into ZohoStatus on adding Quotes module to Mail Merge
I've seen some threads regarding feature requests for adding the quotes module to Mail Merge. Is there any progress on this topic? I am looking for a way to add a price-table from quotes in mail merge documents in writer.Workflow not working in portals
I have a workflow set up so that when Deals hits a certain Stage, it creates a record in a custom module. It works in the full version, but not in Portals. Anyone know why this would be happening? Does Portals not support workflow rules?Phone / Mobile Number Fields
I want both fields to auto format XXXXXXXXXX to (XXX) XXX-XXXX This is a simple auto format field in Excel should be simple enough or I do not know where the setting is.There is a way to send a Deal to Lost after a period of time?
I would like to close Deals after 20 days of inactivity. Any idea? I´ve checked in Automation and Custom Functions but cannot find a way to filter by Last Activity Time...Wrap field text
I have recently established tracking information to be passed to crm. However, some urls are very long. I have intentionally made the limit of these fields to 100+ characters but when the extremely long urls are passed, it stretches out the screen. Is is passable to allow wrapping for fields? If not, please consider. Much respect. P.S. BTW, Zakir Hussain is my favorite percussionist. http://en.wikipedia.org/wiki/Zakir_Hussain_(musician)Need help with script - Event to Deal
Hi, I'm trying to create a script that is supposed to do the following: If an "Event" is related to a "Deal“ and the "Stage“ = "Targeted“ → set Stage to "Scheduled“ can someone help me with a function (as part of an automation that will be triggered whenLeverage competitor mention in workflow rules
Dear Customers, We are happy to announce a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications,Custom Related List error message
Hello, I have a custom related list in the CRM Accounts module for Parent accounts, which pulls in information on Member accounts and shows up on the Parent account. The function is built correctly and runs correctly sometimes (see screenshot)... ...butZoho Desk tickets not visible as related list in Zoho CRM
Hi, I've set up the configuration between Zoho Desk and Zoho CRM. However, the tickets are not visible as related list in Zoho CRM. Where can I solve this problem? Moderation Update: We see that you've started another post for the same challenge. We'veSubform details
Hi, I want to update an entry & create Writer document after an action. The action is to choose one or more entries in a subform. The entries belong to another custom module. I assume I'm collecting a list here. The next step is to add those entries thatIF statement to join 2 first names only
I have set up on a contact layout to have a partner/spouse with secondary first and last name fields. I'm trying to set up a formula field where if the secondary name is empty, the only the first name will appear in the 'letter' formula field, but ifCalculate the revenue according to the number of working days
Hi, I need to calculate the number of worked days by month. We're in the consulting business so our consultants start and end their mission in the middle of the month. We have a start date and end date to the mission, and I would like the monthly revenuMass Update Currency Field
Greetings. We have 600+ leads and contacts that have the wrong currency. I have tried Mass update, but this appears to be a system field that can not be updated. Can this be done with ZOHO help, or is there a work around? Thanks Kindly.How can I recover all my deleted contacts?
I delete all my contacts by error. How can I recover them?How to stop workflow email sequence in CRM when a lead replies
Hi, I am running a 4 step workflow email sequence in CRM and whenever a leads replies, I manually change the trigger field to something else, like if trigger was on active, I change it to replied but it does not stop email sequences from going out toNew to Zia's call intelligence: Quickly identify important keywords from call transcripts
Dear customers, For most businesses, calls are an effective way of communicating with customers, partners, vendors, prospects, or others. Accordingly, we recently introduced the Call Transcription feature and extended Zia's intelligence capabilities toPDF Templates for non-inventory modules
Hi, With the new limitations in mail merge, it poped up something i asked about 4 years ago. Some of my clients use mail merge only because the PDF templates are not available to non-inventory modules. if it is possible to enable to in other modules,Error when attempting to add an item to a related list in Contacts
Hi, In our contacts layout we have created a Lookup field called "Trusted" to allow users to link other contacts to main contact. I need to add items to this list for any given contact via the REST API. I've been following the article https://help.zoho.com/portal/en/community/topic/kaizen-48-related-lists-and-related-records-apiConnect Error
My emails are supposed to be shared with my co-workers and all the settings are accurately set, but they cannot access my emails. When I check the settings page, it says CONNECT ERROR. I cannot figure out how to fix this.Lead conversion, field mapping and deal conversion
Hi, we are new users of Zoho One and are trying to get on par with easier/lighter customizations & workflows. Case 1: When we convert lead to account (using the convert button) we want to set the account type to "Prospect" - how do I setup this workflow?Is it possible to make Functions to take in Map or List as parameters in CRM?
I'd like to to create some standalone custom functions to allow me to manipulate data. I'd like to take in List or Map variables as parameters. I want to use REST API to send some List or Map variables to those functions. Currently in the Function editor,Renaming the Services and Appointments module
Hello, I was able to rename the Deals and Accounts modules, but I can't seem to rename the Services and Appointments modules. How do I do that? Thank you!API name of aggregated fields
Hi, I would like to change the value of an aggregated field and move this to a Writer document. Though I'm not able to find API names. Does that mean, that this is not possible? Best Dina[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancementsI receive a monthly invoice and cannot assign it
Hi team, I receive a monthly invoice and cannot assign it. The amount is €10.71. Can you tell me what this is for and stop the payments immediately? Thank you a lot!Personalized templates, automated WhatsApp messages, and more
Hello customers, We're thrilled to share some exciting enhancements to our WhatsApp Business integration with Zoho CRM: You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilitiesEnhancing Zia's Churn Prediction with descriptive reasoning and usage data
Dear all, We're excited to announce a couple of major enhancements to the Zia Churn Prediction feature: descriptive reasoning and the inclusion of data usage. Before we discuss the improvements, here's a quick recap of what Zia Churn Prediction is allHow to remove the "Send Email" button from any crm module when the record is awaiting approval?
I need to remove the Send Email Button from any custom or standard module Moderation Update: There are two different feature requests discussed in the post. 1) Hide 'Send Mail' button when the user's Profile permission for sending emails is disabled.:between: conditions in search?criteria
Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29Error when trying to get crm record
Usinf the CRM API, I'm trying to pull a record from our CRM by getRecordById, but I'm getting the following error: No 'Access-Control-Allow-Origin' header is present on the requested resource. Origin 'https://www.w3schools.com' is therefore not allowed access. The full code can be found here: https://www.w3schools.com/code/tryit.asp?filename=FDFWZRMENMHV Appreciate your help with this.Change Campaign Member Status Options
We have the Eventbrite extension linked to our Zoho CRM account, and the data from this shows up in the the Campaigns Module. Each contact in these Eventbrite campaigns is automatically listed as 'Attending' in the Campaign Member Status. I would likeFont keeps changing in emails
Is there a way to set a permanent default font in emails (specifically email signatures)? We spent hours setting them all up (templates, email sigs etc) and they seem to randomly send in different fonts. Usually Times New Roman, we set everything up inPermissions based on fields data
Hello, I don't think it's possible to set up permissions and/or share rules based on records' fields values. Is this something being considered to implement? Regards, Moderation Update: The condition-based Data Sharing Rules is available. AnnouncementChanging a customer currency which is different to company base currency
I am trying to change the currency for a customer which is different to our company base currency. When I attempt to select the drop-down in the customer profile when editing, this is greyed out and I am unable to select anything else. Kindly advise asNext 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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