Visitor Online Setup
Hi, Just would like to know how to set this linkage between webpage and CRM?This field is related to X field of X module - What does this mean, how do I replicate, and what does it do exactly?
Hello! I have someone who has some fields like this (pictured below) that are apparently mapped to similar fields in another module. I'm not sure what function these fields exactly have. Will they automatically update together without additional functions/How to auto-populate a phone number when selecting a contact when creating a new quote
Hello, When I create a new Quote and I click on Contact Name and select the contact I want, it auto-populates some fields (like the address) but not others (like the phone number). How can I get this to auto-popluate when I select a contact? Thanks!related list number of character limitation
Hello everyone , I am trying to build related list with deluge script for one of my modules, but in one of my columns when number of character goes beyond certain charachter number. my related list get crashed and I don't know whatI have to do ? do weZoho Finance Limitations 2.0 #14: If you have multi-warehouse enabled, you can't select them for different line items.
We have multiple warehouse feature enabled and transfer goods between them. An order can frequently get filled from multiple warehouses. For example: our main warehouse and the sales rep inventory. It's not possible within CRM for a sales rep to selectZOHO CRM Vaildate Field with Function
I want to validate the account status must to be "Inactive" when the opportunity's stage change to "Closed Won" or "Closed Lost", but my code is not working. The module[opportunity] have field "Account Name", and I take the "Account Name" to get module[Accounts]Maximum Custom Modules on Zoho One license
Hello, what is the maximum number of custom modules that can be create on CRM when on Zoho One plan? Thank youClient code generation via API call
I created new client (server type) in REST API , received client ID and client Secret, there is one more key called code , e.g, for Self client type we need to generate it by giving it scope and time duration. Is it possible to generate this code viaHow to show sum of $ values in deals
Hi everyone, I need to add the sum of a number of $(currency fields) together to show total amount. Explanation, in one deal, we may provide our client with 3 different services. For each service, we charge a different amount every time. We would likeUpload attachments using API
I am trying to attach a file to deals module using API and Power Automate. below method works perfectly with adding and changing data. But, when i am trying to upload a file even though files is being added. I can see in the CRM but they do not open.Default date and time for date/time field in custom module
I have a date/time field in a custom module. When creating a new record I have to manually select today's date and the current time in the date/time field. Is there a way to preselect today's date and time when creating a new record in this custom module?I need to send a pre-populated form with a subform via sms, I've hit snags with zoho forms and zoho creator.
So my customers are individuals. A LOT of them are not technically literate at all. Enough that this is an actual issue for me. I know it is strange that in 2023 people may not have email, but it happens a lot with some sub-populations such as the elderlyIs it possible to redirect to an external page using Client Script?
I have found a few use cases in our company that would be great to have client script redirect to an external url. Is this possible or are there any workarounds that work? Best case scenario would be a way to redirect right within CS. Since there is noSending email to users with a second address
Hello! I have a question, in case anyone went through the same thing. I have notification rules for my internal users, which are executed under certain conditions. Example; If a sale is lost or won, the user receives an email notifying this. In the sendingAutomated Field Updates Don't Trigger Related Workflow Tasks
Here is the scenario: I have workflow rules that trigger new tasks when a potential switches stage from "Appointment Set" to "Follow Up". These tasks are for follow up and similar to "Call back Client after 3 Days", "Call Back Client after 7 Days", etc.Kaizen #113 - Raising Signals in Zoho CRM through Zoho Flow
Hello everyone! Welcome back to another post in the Kaizen series! Last week, we discussed raising signals in Zoho CRM through functions. This week, we will discuss raising signals in Zoho CRM using Zoho Flow. What is Zoho Flow? Zoho Flow is an integrationEmail Opt-in who have opt-out.
I have asking to zoho crm support but no one can answer this. User opt-out at zoho campaign and then user have opt-in via sign up from at zoho campaign But the problem is zoho crm is still opt-out. I have asking how to fix this issue. Look like they don'tEmails in Zoho CRM creating too many "Re:" responses
Is there a way to edit emails sent through the CRM to not add a Re: every time there is a reply email besides deleting it from the subject line each time? I have email chains that now have 10-15 "Re:" This doesn't happen when emailing through Zoho MailWizard for Quotes in CRM
Hello, I'm trying to create a wizard to help our sales agents in creating quotes. When I try to create a Wizard I can't choose the Quote module since it's not available in the list. Reading the FAQs for Wizards (https://help.zoho.com/portal/en/kb/crm/faqs/wizards/articles/faqs-on-wizards#13_In_which_modules_are_wizards_supported)CRM merge PDF and mailing template
1. My final goal is to attach an Books estimate as PDF to a mailing template with variables in CRM or best case merge the mailing template with the filled variables and the books estimate into 1 PDF which i can then mail to my customers. I would needZoho CRM Community Digest - October 2023
Good day, Everyone! October has been buzzing with noteworthy discussions and insightful problem-solving in our CRM Community Forums. We've cherry-picked the interesting ones to keep you in the loop. Go ahead and explore! Product Updates: Webform A/B testingI want to integrate zoho login in our app (nodejs,angular) ,is it possible ??
zoho login like we integrate facebook login and google login . only login not signUpHow to remove a LOCKED / MARK AS REQUIRED section from a Module.
Dear community, How can I edir/ modify a Locked (marked as required) Section or SubForm from a Module? I don;t need to remove the system defined fields but a custom section that now does not work well for our business. Thank you!Validation and Layout Rules - Transfer to a new layout
Hi there, it seems i can not apply a once set up validation rule or layout rule to a new/another layout. This means, whenever someone requests a new layout B that need the same preexisting validation rules and layout rules like in Layout A, I need toCan I transfer Quote Grand Total to Deal Amount field?
I would like the Deal to be updated with the Grand Total or Pre Tax Total field from the Quote. A deal may be an indicative price, but the Quote will be the exact price. It would be great to have the deal reflect the exact amount without the sales personHow do I address the problem of product visibility to multiple teams working on a same product ?
Hi !! We are into the Implementation phase of ZOHO CRM for our organization. While working on the product I am facing following issue... -- We are not able to have the visibility of a single product on which the two different teams are working on . ForCorrect Setup for Multiple Team Users
Hi there I have a client that's looking to migrate to Zoho CRM, and Zoho Inventory. The client is a manufacturing business with a front-end sales team, a production team and a shipping and fulfilment team. In the current set up, the production team canSetting up Leads for Teams
My plan is to use Zoho CRM for an inside sales force making outbound calls. I'm having trouble setting it up. for the multiple teams. How I would like to use it. Nationwide Lead A is called on by Sales Role A Once a sale is closed This becomes ProductTabs or additional collabsable sections on page layouts
I have a lot of fields under the 'details' section of my account module. They are all necessary. I was wondering if there was an option to add multiple 'details' sections to page layout, so that the additional information was collapsable so as not toUpdate all the related records by custom function
Hi, i have this following Function - // This custom function is triggered when the parent module record is edited // Fetch the details from the edited record ParentModuleName = "Courses"; // Replace with your actual Parent Module API name RelatedListModuleNameAdding Related Contacts to a Canvas Accounts Page
Hi, What would be the most efficient way to add related contacts information (Name, email and phone number) to a tab on a Canvas page? Could/would this be done with Client Script as I can't see a native drag and drop element for it. Thanks!CRM merge template API-name
I am trying to send mail merge, but i get INVALID_DATA: params = {"send_mail_merge":[{"mail_merge_template":{"name":"Angebot Kreuzfahrt"},"to_address":[{"type":"email","value":"receiver@gmail.com"}],"subject":"Your Subject","message":"Your message"}]};First Created Time Date
Hi, Wonder if anyone can help... so we have enquiries coming into a custom module and sometimes customers have submitted more than one, I would like to ensure that if a new field within the contacts module "First Enquiry date" is empty that it populatesAdd Serial Number Zoho CRM Subform
Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion would be very helpful.Unable to get Date to Set for an IF statement in a Formula Date (or string) Field
I am trying to set up an IF statement that if a specific field is not equal to value X then Set date as Now or Today I can get the IF formula to work fine, but I cannot get the date to show from the functions: Newdate or Now() it only shows the text ofCRM downloading attachment with function doesnt work
I tried to download a Books estimate in CRM with a function, but the script just returns text of the file name. I get the same result running the function on its own, but also when its integrated into a button: response = invokeurl [ url: "https://www.zohoapis.eu/crm/v5/Deals/604117000000123456/Attachments/60411700000123456"WhatsApp - Multi-language template - Automatically select
Hi, I admit, this idea/thought is quite niche. WhatsApp allows us to somewhat reuse the same template based on different languages. In many cases, we don't know which language a new lead will prefer to use for communication. However, in other cases weCRM attaching file to field with function doesnt work
I am trying to upload a file to a field in CRM. "Angebot" is the API-name of the upload field in CRM. the response returns a success message, but no file is uploaded to the field. file_variable = invokeurl [ url :"https://sample-videos.com/img/Sample-png-image-100kb.png"namespace for Standalone functions in Zoho CRM
Hello, Automation functions can be invoked from another function like so: workflowspace.<functionName>(); What's the name of the namespace for Standalone functions?Canvas not updating in Portals
I've set up a Canvas page with a drop-down button and Send Mail button, and the blocks at the bottom for Notes, Attachments, Tasks, Quotes/Pos etc. It works fine on mine version. However, when I send it, the user cannot see the drop-down button, and canNext Page
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Important updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domainsIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forRebrand 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 elatedAnnouncing 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 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 number
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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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