Adjusting the company logo size within an email template - how?
We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in theStreamline your sales process with the Kanban Board extension for Zoho CRM
Hello Zoho CRM Community, Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks,Adding users as 'view only' under Professional Edition
Hello - seeking help on adding a user under the Professional edition. Under the FREE edition I was able to maintain 2 additional users as standard users. Once I signed on to Professional, I anticipated that the standard users would not be additional cost,Can the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thankshow set to show by default specific pipeline in deals
Hi, when i open deals, it aways show all pipelines, instead "outbound" that i want.. So, everytime in open deals tab, i also have to click on pipelines > outbound.. Would like to make outbound pipe default The strange thing is that i only have 1 pipeline:{"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}
Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);Are Cadences visible to anyone with Cadence permission?
When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?Filter Criteria - Default Option for text fields should be "Contains" and not the current default "is"
When in a list view and filtering by an input text field it would be a lot more helpful to have the default criteria be "contains" instead of "is". The "is" criteria is too specific and I'm forever changing it to "contains" in order to use the filterPlease Improve Kanban View for Tasks!
Kanban view is undeniably very useful, UX-wise. It was such a great addition but sadly, it is gravely incomplete by the inflexibility to manage and configure the kanban view for the Tasks module like we can for the Deals module. As it currently stands,Help Needed: Displaying Latest Note in Leads List View in Zoho CRM
I am reaching out to seek your expertise on a specific use case in Zoho CRM. My objective is to enhance the visibility of notes associated with leads by displaying the latest note directly within the main table (list view) of the Leads module. Challenge:Calls and Tasks Completed in chronological order
Hello. Does anyone have a solution to be able to sort ONE field chronologically in the related list "Closed Activities" where all of the the Closed Activities no matter if its a call completed or task completed will be in order. Case example: We completeView of all relevent sales activities together (emails, tasks, events) as a timeline - in chronological order
Zoho finally introduced a timeline view to see all activities together in a chronological order. But it's still not usable for salespeople since you get all sorts of other background information that is not relevent to a salesperson. When I look at aIntroducing the all-new email parser!
Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,Zoho CRM to Google Drive Folder Setup via Zoho Flow???
I’ve been banging my head against the wall trying to get Zoho Flow to replicate a Zapier integration that I set up years ago that works perfectly, but Zoho Flow is not working. I don’t use Zapier for much and I’m realizing that I should be able to useCanvas template
I have created a template in canvas for leads, yet I cannot seem to apply/save it for use. What am I missing?Tracking new lead response time
Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system. I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere. It'sUK Meet Ups
Hi Zoho Are there any UK meet-ups planned for this year? Coming from Connectwise land, I'm used to some really useful and constructive local meet-ups hosted by the vendor with breakout sessions on different topics over time. They used to charge for someHow can I create an event attendance contact info and customer waiver signup?
My small business is hosting an event in the near future and I want to get contact information and liability waivers signed by incoming visitors on a tablet. It is important for the customer to do this self-service style, rather than have myself or oneClickup Integration with Zoho CRM?
Hey! Looking for feedback from anyone that has used the "Clickup AppiWorks for Zoho CRM" integration via Zoho marketplace? Specifically I am trying to validate that we can create tasks in Zoho that then pass to Clickup, AND once the task is marked completeCleaning up reports in folders. Receiving an error message when trying to move reports between folders
Leadership doesn't want to delete older and duplicated reports. I've created an archive folder and will hide. However, I am receiving an error message while trying to move reports between folders. I was able to move many, however now I receive this errorConvert Date/Time field to Date only
Hello My previous solution is no longer working. I need to convert a user input Date/Time field to a Date only field. When I convert the field to a string, I loose the numeric properties of the date field. thank youExport a list of fields for all modules in a spreadsheet with specific field data
Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields couldwhat is the difference between Notify Assignee and remind assignee in task ?
I am creating a worflow rules, to create a task automatically. but I find these reminders what is the difference between Notify Assignee and remind assignee in task ?Every time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happeningAuto update title meeting once created
how can this function be used for modules of leads, contacts, and accounts? Like I want to update the meeting title if it's created in any of the above modules Title Eg: lead name or contact name (based on module) | City | Lead Manager | Meeting timeValue of the connection variable '{0}' cannot be null'I
I have a scheduled function that's been running, unchanged, for two years. A few weeks ago it started throwing this message when it run (at 12:01 a.m.). I can run it manually, without error. What does this mean and how do I fix it?Trying to return today's meetings in Deluge
Hello, Getting an invalid query error for this code: today = zoho.currentdate.toString("yyyy-MM-dd"); info today; todaysmeetings = zoho.crm.searchRecords("Events","(Start_DateTime:starts_with:" + today + ")"); info todaysmeetings; Here is my info log:Financial Year in Zoho CRM
We have ser the financial year of our company to start in July via the Settings -> Company Setup- Company Details -> Financial Year. However, the graphs on the dashboards to not appear to be using the CRM Financial Year, but calendar year, and the filtersProducts VS Services
Our Company sells products AND services. Zoho CRM only has module for product but not for services. There are fields in the product module that doesn't really fit in our "services" offered like Stock Information. How can we go about recording our "Services"How to get Early Access of Zoho CRM for Everyone
Hello, How to get early access of Zoho CRM for Everyone?Individual Targets on shared dashboard
Hi all I'm using Analytics to create a dashboard for the sales team. We use a standard dashboard for all members so that the data presented is consistent. I want to have an "achievement vs target" graph showing where they are against a target. I can usewhere do I find training
where can I find the tutorials for using zoho?Attachments_Upload Failed
All users are unable to "Upload" attachments within a project. CRM was working fine up until about 3 minutes ago. Continues to say "Upload Failed"PDF Generated Using Zoho CRM API Contains Empty Pages
Hello, I’m trying to convert an inventory template into a PDF for a specific record using the Zoho CRM API with ZohoEmbededAppSDK and Javascript . However, when I run the following code, I end up with a 6-page PDF that is completely empty. Could you pleaseSum of deals won in an account within a Financial Year
Hi, I've seen various code snippets for people doing this for the invoice module (which we don't use) but I want to create fields in an account for Current FY Spend and a separate one for Previous FY Spend, or any specific dates that can be preset orCan I hide some fields in Blueprint?
Hi, Can I hide some fields in Blueprint if it meets certain condition? Can I do that using client script? I mean If I remove the field on Page Detail On Load, will the field appear on Blueprint ?custom fied filter by null value
Hi Everyone, I have a custom field in invoice..i need to get invoices when the custom field is empty.. i can able to get all invoice or fillter by custom field value.. But I need to filter custom field by null or empty value pls help... https://crm.zoho.com/crm/private/json/Invoices/getSearchRecords?authtoken=" + "Authtoken" + "&scope=crmapi&selectColumns=All&Customfield=(Test|=|\"\")"); this is i used..How to build marketing from INBOUND SMS messages like "Text ZEBRA to ... and enter our raffle"
Is there any ability anywhere in the Zoho ecosytem which allows for inbound SMS messages purposed for marketing? I'd like to create a raffle or giveaway where participants enter by texting a word to one of our existing Zoho phone numbers. Does anythingWorkflow Rule is not trigging in entirety
Hello I've set up a "test" workflow to learn how to make them work and experiment with what I need. This very simple example should: Add a tag under Condition 1 Send two emails under Condition 2 The first email (Did Not Book Private 1) has been receivedAn orphaned automation function?
I cannot locate where a function is Associated. I've examined every Workflow and cannot locate where it is being used. I want to disassociate so that I can delete the function.Next Page
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We've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. AsQ4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
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Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. Editions: Enterprise edition and above DCs: US, AU, EU, IN, JP, CN For instructions and more details, please refer to this help document.CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesWhy does the Decision Box field not update?
I have a very simple custom function to validate whether a lead is over 18 years old. It reads correctly, saves correctly, and gives the correct output in the log info. However it does NOT update the record. Test data should return "false" and uncheckCan I map two module at a time?
Hello everyone, Can I pick emails from my two modules and then inserting a new module? An example could be: I have a module called Customers where I listed all of my customers data. I have different module called Sells where I store all my sells data.how to export a report with more than 50k rows of data?
How do i export the whole report? This is a report with combined modules.
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Q4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions andQ3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areasAnnouncing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records WithAnnouncing 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 otherEffortlessly 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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