CRM Reports- Export to pdf
I have done some looking around the different forums and the issue of exporting a report to pdf has been discussed multiple times. When you export a report to pdf the report looks terrible! The columns are not centered, some are wider than they need toZoho Portals for Clients
I have a kit home business and I have a custom Build module for clients. I want to give them access to this module through a portal, so they can enter dates and see the typical build flow. If I allow Create/Edit, the client can setup multiple Jobs. IIs there any way to Categorize/Tag Notes?
We have many people who leave notes on a deal, some pertaining to Sales, some pertaining to Billing, some Notes pertaining only to customer service team. Is there any way for us to tag or categorize notes when creating/editing them for a deal? We wouldHow to deal with ["X-Frame-Options" to "sameorigin"] error
Hi guys, I am trying to embed the Zoho CRM GUI in a widget within a web page that I am developing and I receive an "X-Frame-Options" error, has anyone suffered the same incident or has information on which solution to apply? . ThanksWhat's new in Zoho CRM? | January 2024
Hello everyone, We have consolidated the list of new features and enhancements in Zoho CRM in the month of January 2024 into a video, and here's the link for your reference: To learn more about these updates refer to this forum post. We have already publishedHow can I import 2 contacts to a deal?
Hi, I'd like to import two contacts to a deal. How can I do it? I uploaded first the Account, then the two Contacts (which both appear in the Accounts), but when I upload the Deal, I'm not visualizing there the Contacts and I'd like to also visualizeFree to Standard Plan
Can I start with the free plan and if satisfactory, can I switch to the Standard plan? Thanks Anup RayamajhiUpdating Multiple Child Contacts associated with an Account
I have a Workflow set up so that if ANY field is updated on an Account, the mapped fields on the Contacts associated with that Account will update. This so we can keep certain fields on both the Account record and Contact records synced. I'm using theMultiple activity extraction from emails, query suggestions in Ask Zia, and more
Dear all, We're excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include: Multiple activity support in Activity extraction CapturingKaizen #119 - Updating related records upon parent record deletion using Workflow-Triggered Deluge Functions
Hey ! Happy New Year everyone, and welcome to the first Kaizen of 2024! In this week's Kaizen, we will address this query raised in our developer community on how a workflow triggers a Deluge function to update the status of a field in related recordsPost User ID and Contact ID to an URL
I'm trying to sent to send a Contact ID and User ID to an specific URL via a button. But I'm struggling with the following function. Help would be really apreciated. m_UserTypes = Map(); r_Response = zoho.crm.getRecords("users"); l_Users = ifnull(r_Response.get("users"),{});I want to export all my products
Hi, I want to export all my product, but i have over 3000+ How can I do to export them?Product codes won't sort in order consecutively?
Hi, I am experiencing an issue where we have added products manually and assigned the product codes from 2964 through to 2995. Then we added products via CSV and again assigned them product codes starting from 2996 through to 3150. The problem is whenLead Conversion Process - How to make fields required during record creation
I have address fields on our Accounts that are required, however; when users convert and create a new account the system does NOT prompt users to complete the missing information. Is that how it is supposed to work?Expired Dates
I need help with creating any kind of rule limiting a user to put a date specially if its passed the current date.Best practices to manage multiple vendors for products
I am adding vendors and products into the CRM and I would like to know if anyone has tips or tricks on how to deal with multiple vendors offering the same products. I decided to create a subform in the products module, which includes a lookup field forSynced Google events off by an hour?
My synced google calendar events are an hour early? Ive checked all timezone settings and they seem to be correct.Overwrite Contact Fields on Target Convert
In a previous question I posed to the community, I was able to get confirmation that when a Target is Converted and merged with an existing Contact the system does NOT overwrite existing values on the Contact record. (https://help.zoho.com/portal/en/community/topic/campaign-associated-to-converted-lead)CRM field permissions vs required fields
In CRM layout / fields configuration, it's not possible to restrict required field's permissions for selected profiles: I can see the logic although there is also an argument for read only required fields for some profiles. 1/ am I getting it right? 2/How to assign (grant access) of a web tab to specific user(s) instead of role/profile
Hello, I need to grant access to certain web tab to specific user(s), however, it's only possible to grant access based on profile. Could anyone propose a solution?CRM API: How to add 'Note' when adding New Contact
I have looked through dozens of Zoho CRM support pages and NOWHERE can I find a reference to how to add a note at the same time I add a new contact record using API. This seems like an important and beneficial item for a new record, but every referenceAssociating and viewing all emails with a deal
Hi - my apologies if this has been asked before but I've been looking around trying to find an answer to this confusing topic. I invariably only look at Deals within my CRM. I rarely go to Accounts or Contacts etc. I really only ever open the Deal objects.IF Formula
For my mailings I want to have a formula field. IF the field salutation is "Mr" the formula field should give me a "Dear Mister" IF the field salutation is "Mrs" the formula field should give me a "Dear Miss" and IF the field salutation is " " (empty) it should give me a "Dear all" I tried all the different suggestions I found in the forum but nothing workt. ThanksWeb tracking change
Hello, Into Zoho CRM, for my prospection, I add career pages url's of companies' websites to check if there is new jobs to fill in so i can offer my services. A while back, I used tools like visualping to automatically track changes on a website page,Beyond months: Zoho CRM now supports custom fiscal year formats
Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendarInvolve your sales reps and set sales targets from the bottom up in Zoho CRM forecasts
Hello folks! You can now choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. Editions: Standard edition and above Previously, all forecasts followed a top-down model, and therefore users couldn't configure this option. WhySubform relations
Hi there, I have set up a subform under my deals module (called work) to associate the related contacts. I want those deals to show up under the contact record, without having to create a report since our crew needs to see this on the mobile appValidate Zia Insights with your feedback to improve email intelligence
Dear Customers, As email communication becomes increasingly integral to business operations, Zia offers invaluable insights into sentiment, intent, emotions, and activity extraction from email content. However, ensuring accuracy and relevance in theseZoho CRM for email Outlook plugin - doesn't seems to work with shared mailbox
Hi, it looks like the plugin that do push email from Outlook to zCRM (Zoho CRM for email) doesn't work when using a shared mailbox. In outlook web, the plugin icon disappear, in outlook desktop, it gives me an error when I try to associate : EveryoneAssociating an Email with a Record
Does anyone have deluge code they can share on linking a sent email to a custom module? I followed the API documentation but kept getting an error. I could share my code and the error, but I've tried so many different versions already, that I thoughtSync/Connect Microsoft Partner Center Referrals/Leads to ZOHO CRM Leads
does anybody know how I can achieve this? I know this is possible with both the ms partner center's API and Zoho CRM API, but how would I do it?Run a Workflow based on two Modules
Hey Everyone We are trying to run an automated workflow based on two CRM Modules. Deals - Custom Fields filed with data Check-In: 01.01.2022 Check-Out: 01.01.2022 Location: Portugal Products - Filed with data Name: Product1 Price: €100 Workflow Deal DataOutlook Addin
Hi We have noticed that since we moved to the new Outlook the Zoho CRM addin does not work properly unless it is pinned. If you don't have it pinned if you change email the addin does not update with the new email details but if you pin the addin thenQuestion on modifying templates using the new Writer integration
I am trying to create/modify a new mail merge template using the new Zoho Writer WYSIWYG editor. I had to save the document before I was finished. Now I cannot figure out how to edit the template so that I can re-save it in the final version. I cannotManual email from within CRM, does not get to Connect Task Board
A manual email sent from within CRM does not get to the Connect Taskboard. An email sent from an email client, (such as yahoo) does arrive.Have revenues in the account module
Hello, I tried to find an easy way and could not find anything. There is a system field called ''Annual Revenue'' in the Accounts module but it does not update. My company uses the Invoices module (sub total of invoices) and we would like to have allDifference between a Quote vs. Estimate?
What's the difference between a "quote" and an "estimate" in Zoho?Why I can't format the writer document properly???
I am having the same issue as this guy https://help.zoho.com/portal/en/community/topic/im-pissed-as-fuck-5-4-2019-1 And you shamelessly labeled as not a problem. Well, let me tell you it is!!! IT IS IMPOSSIBLE TO ALIGN FIELDS IN ZOHO WRITER. It has itsDisplay Issues
Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, salesMove a file from one File Upload Field to another
Hey All, Can anyone help me solve a problem i'm having where I move a document from one File Upload Field, and another. I figured it would be as simple as trying to change the File_ID on the 2nd File Field with the data from the 1st File Field, but itNext 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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