Split View for Zoho CRM : Break down Your Module Data for Smarter Selling
Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well tohow to set the recency in segmentation rules in the last X days?
I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want scoreHow do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a fieldIntroducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordZoho Forms CRM Field Mapping
Using the Zoho CRM Field in Zoho Forms, there is no direct integration between the Zoho Forms Time field, and Zoho CRM. We use this single field in most of our client-side forms to collect information. Initially reading this request, you might think thatTimeline View in CRM - a linear way to visualize records over time
Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the recordsIs there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks ChrisUnable to make calls at the moment.
One of our employees has been getting this message all day when trying to make an outgoing call. We use the zoho phone bridge, and all other employee calling works as intended.Quick timeline for each field
Hi, The timeline feature is great, and so is its API. However, both aren't suitable for day-to-day quick fetch of a specific field timeline/history. A very good example of a similar feature can be found with the "show edit history" in Google Sheets. Ideally,Zoho API Deal Creation and Pipeline
I want to sync my zoho crm and backend with eachtoher, I can receive webhooks from crm and sync from it but when I try to sync to crm , I get this error for Deals module Zoho error: { data: [ { code: 'MANDATORY_NOT_FOUND', details: [Object], message:Enhance Your CRM Experience with Zoho Webinars in Sandbox Environments
Greetings all, Zoho Webinars will now be available for testing and deployment in Zoho CRM's sandbox environment. Sandboxes offer a safe way to replicate production environments and enable risk-free testing, training, and refining processes before makingIncrease the elegant comparator to more than 5 users
Hi Team Requesting to increase the elegant comparators number of custom users to more than 5, this is such a crucial tool in dashboarding but 5 users is simply not enough.CRM is very slow now
CRM is very slow now. Plz check ASAPFormula to return string "WK 26 - 6.2.25 - 6.8.25
Here's what I've got but syntatic failure: if(not(isnull(${Deals.GS_Due})), "Week " + Tostring(ceil(dayofyear(${Deals.GS_Due}) / 7)) + " - " + Tostring(month(${Deals.GS_Due})) + "." + Tostring(day(${Deals.GS_Due})) + "." + Tostring(year(${Deals.GS_Due}))Zoho CRM Theme Color?
I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currentlyHow to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customizedAssign Multilpe Owners to a Single Deal and Split Revenue Between the Two
Hello, In our business, it is common for 2 sales reps to co-manage a deal. As such, I would like to add 2 co-owners to a deal within CRM, and then split the revenue generated by a deal between both owners in our analytics. We are currently tracking thisULAA threat
My Sentinal One app just killed ULAA as a threat. I reinstalled, killed it again. I opened ZohoOne CRM in Chrome it worked however it was a least 1 if not 2 backsteps from the version I'm using. Is anyone else having this exerience?is there a way to pass whatsapp message to Zoho CRM lead record?
so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you canplease include option for editing attachment name
Users need the ability to rename an attachment without having to delete the original and then uploading a duplicate just to rename the doc. We need the ability to edit the name of an attachment directly in zoho. dgdluxLead Created Time Field
I don't remember doing it but I must have removed the "Created Time" field from my lead module at some point. Usually it doesn't let you permanently delete fields like this but it is not in my unused fields so it must have been permanently deleted somehow.Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadIntroducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesEmails Migration to Zoho
Hi, I am in the middle of a migration from Salesforce to Zoho one. I am stuck on migratiing emails from Salesforce into Zoho. Does anyone have any suggestions?How to set an automatic BCC recipient
Hi there, is it possible to set a BCC recipient email address that is automatically showing up in the BCC field when you compile an email for a contact or lead? I want pretty much all emails I sent out of Zoho CRM to have the same BCC email recipient,Popup Input Fields on Kanban View
Hi, I have modified the default deals module in zoho crm and using it with kanban view , I've configured my blueprint to ask for necessary input fields on stage updates but it only works on the deal details page. What I want to achieve is to show theseRelated List Client Script
Noticed that now we support Related List Client Script. But I cannot find any guidance regarding this. May I know how to capture the chosen value?Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,Democratize data visualization across your organization using Chart View in CRM
Hello everyone - As part of CRM for Everyone, we've introduced a whole new set of features. This announcement will focus on one of them: Chart View. Why did we add this view? To put insights directly in the hands of the people closest to the action. Here'sAllow 3 Subforms in a custom module
We have many custom modules in CRM and every now and then we need more than 2 subforms for a module We are on Zoho One Plan Can you please increase the subfrom limit from 2 to 3 Our current workaround is to create a solution in Zoho Creator and embedNew in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this formAmount Change -> Reason of update
How can I setup the CRM so whenever the Amount field is being changed, the user who changes it needs to fill in a reason of change -> Could be a Subform entry or even a note. I'm happy to use any of available features -> Workflows, Functions, Buttons,How to Save Token in CRM
Hi, Is there any method that allow user save their token in CRM, otherwise I have to get token every time the function run.(Token expire each day)CRM Mail Merge Template copies OLDER version of the document instead of most recent version
I have to make 60+ Mail merge templates in ZOHO CRM to use for editing in WRITER and then sending on to sign for signatures. So I have been working on 1, setting all the styling and automatisation right, and I want to use this one as a master templateAdd a URL to a note
I enter a lot of notes onto Account and Contact records. For example, I would like to add a note to a person with a link to their blog. When I paste the link into the note, it pastes ok, but it's not a "clickable" link. Is there a way to maintain theUnveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more
Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expandedHow do I add an all ready created module, to an page
So I have created a list of equipment in a module and want to add it to some of the customer accounts, but not all of them, how do I do this? Thanks :)Contact and Deal details in Company Module
Hello, We would like to set up Zoho CRM based on Account/Company centric approach. We are using several Templates for each company in the Group. And the Account/Company module shall be available to all Templates. The Account/Company module will have allChanges in the new UI of the record details page
Hello everyone, We released a new UI for the record details page early last month (March 11th, 2020) and are happy with the overwhelming response. A big thanks to everyone for your valuable feedback and suggestions. Based on those suggestions, we have introduced the following changes: The width of the Notes section has been increased. The width of the Description column in the Related List has been increased. Introduced appropriate colors to represent the closed won or closed lost deals. TheApproval Process not triggering for specific user
Hi there! I have a simple approval process set up and have confirmed that it is working for at least one of my team (I'm super admin). So, the process is set up correctly. However, for a specific user in my organization, the process doesn't trigger whenNext Page
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Rich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingEnhancements in Portal User Group creation flow
Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. FromUnveiling 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'sNew in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria
Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
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Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowProduct details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringCan I get images from an "Image Upload" field in a webhook?
I want to send images from 2 "image upload" fields via a webhook. Is this possible?Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?
I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanningAbility to Create Sub-Modules in Zoho CRM
We believe there needs to be a better, more native way to manage related records in Zoho CRM without creating clutter. Ideally, Zoho would support "sub-modules" that we can create and associate under a parent module. Our use case: We have a custom module
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Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements 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. WithNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationNotes 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 can
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