Set an e-mail notification that is sent daily
Hello! I would like to send an email notification daily after a Potential has been in "Offer" stage for more than 2 months. How can I do that? Thank you!Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerhow to create a new line in string in Client Script?
I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");Zoho webforms in react external form
I have created a web form and created a custom form in react which matches all the fields including the hidden fields. On form submission, i can see the form adding record to the Leads, but this won't update Form submission related analytics. Form submissionsCount # of files uploaded in upload field
I have an upload field in one of my modules, i have enabled the option add maximum 5 files. Is there a way to know the # of files uploaded in taht particular field in each of the records of the moduleTagging a Group of People in Zoho CRM
Hello, I would like to tag a group of people within a record in Zoho CRM (for example, in a remark on that record). One way I thought of doing this is by creating a Zoho user linked to a shared mailbox. This way, if I tag this user in CRM, the email willany news about Canvas in RTL languages?
hi, when will the Detail View work in Hebrew and arabic? Moderation Update: A similar topic is being discussed in another forum post and I request you to follow the thread below for further updates. https://help.zoho.com/portal/en/community/topic/enhow to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom functionField Type Via Client Script
Hi there! Does anyone know of a way to determine a field's type via a client script? I'm looking to create a static script that I can call from a Page Event (onChange) on a Canvas Form Layout to validate a few fields. If I could determine the field type,Email Template - Hyperlink color
Hello, can somebody help me with the following. I want to change the LINK color in an email template. Also the visited link color. But do not know where to find this. Thanks WilcoSend meeting availability through email template (CRM)
Is it possible to create an email template that my sales reps can use to send prospects a link to their meeting availability, allowing the prospect to select a time that works for them?Automatically set quotes to "lost" if deal is set to lost
Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!Creating a title to replace link in email templates
For some reason, when I create anchor text to show in place of an actual link, it doesn't replace the link with the text I am placing as the title when creating an email template in zoho CRM. This happens both when placing a standard web link and whenIs it possible to create an alternative account name field which is clickable on the custom view?
We have created a custom field on the "Accounts" layout called "Short Name" to record the short names of the companies so that the "Account Name" field can be hidden and not take much space on the view page. Our first surprise was that the "Account Name"Parameterizing/filtering pivot tables
Hi all, I have multiple pivot table reports that have the right metrics I need (using Zoho Creator). However, I need to filter the data based on the user that's logged in. I have a lookup form that can identify what locations (for example) each user canZoho CRM's Workflow brings minor enhancements
Hello everyone, We're excited to share a few updates and enhancements to Zoho CRM's workflows: Reschedule previously scheduled actions Date formula fields New record limits Only trigger workflows for tasks created via workflows once Let's dive into eachIntegrating Quotes with leads Information
Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the QuotesWorkflow based on formula field
HI, I am trying to create a workflow based on a DateTime Formula Field. Is this currently not possible? EricAuto look up/link to Google Maps for "location" in Events
When I book an event there is a field called "location". On the mobile app this field is linked to Google Maps and I can click on it to see the location on a map. Is it possible to include an auto look up or auto fill feature so that when I am schedulingAutomate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. TheyZoho CRM mass email?
Good day everyone, I am looking to do mass email in the CRM but can’t find how to achieve the following need. We have 2 custom modules; the first one is Properties, and the second one is called buyers (they are not the same as the contacts but are similar).Converting Lead through Blueprint - Choose Pipeline
I am trying to use a Blueprint to convert a lead, but I am not getting the option to choose the correct layout when creating a deal. The Blueprint seems to be defaulting to the standard layout and not the custom layout that I have created. This is preventingemail templates seen across all modules
I don't like that email templates can't be shown between modules. It is a hassle having to go in and copy to another module. If I create a template, it should be available in all modules when I click on Send email, use template.To Send a Mail Merge from Deal OWNER instead User
Hi everyone, We're trying to send a mail merge from a deal to customer but the only option that we have in "From" field is the USER but instead of the OWNER of the deal.. Please is there someone can help us? Thanks!! 👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼Thunderbird Integration
Is it possible to set up thunderbird integration so communications from and to people who are already in zoho crm can be recorded against their contact card? Plus you could easily 'creat lead from this contact' in thunderbird? Adam ColthorpeZoho CRM Community Digest - July 2024
This month, Zoho CRM introduced new features to streamline your workflow and boost productivity, among other improvements. Additionally, explore how other Zoho users addressed their challenges and shared valuable solutions in our community forum highlights.Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aRecurring Tasks
Hello, I tried to use the repeat task feature to set up a task I need to do on a particular day every week, but that creates a separate task for each Friday from now until 2023, flooding my task list. I prefer to work by clearing my task list every day,Pull Lead Owner Information into Email Template
Can someone explain to me how I can pull the email address and phone number for a lead owner into an email template? I can grab the lead owners name by simply typing #lead owner, but I don't see the lead owner's email address or phone number as an availableStop adding Default ID column to xls exports
When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We haveTax field in Zoho CRM
Hello, I cannot see where I can modify the settings for the tax in CRM? I would like to configure the system to apply 20% VAT tax by default to every quote - how can I do this? Thank you HayleyHierarchy for blueprints
Hey, is it possible to have a hierarchy for blueprints? Our use case is the following: We have 3 different sources for buying our products. Each source is changing the order in which the steps need to be made. The steps in all are the same and consistScheduled report not sending
My scheduled report stopped working 2 weeks ago.Sales Orders - printing all
Hi Guys; New to Zoho CRM and completely stuck! Is there a way for our warehouse team to print all of the sales orders that are in a created/approved stage instead of having to go into each one individually and then selecting a template? This is a realHow can an Admin change an existing users email address in ZOHO CRM?
It will only allow me to update my email address not my users. That field is locked.IMAP emails report
I want to be able to create a custom field or a report that will show the last email sent date in a record (leads, potentials and contacts) for emails sent by both Zoho CRM and IMAP. Zoho informed me that I cannot get this data for IMAP. Is there a workaround?Zoho CRM Workload
A huge thing we are missing is workload - to be able to see all records that are owned by the same person in any module. Right now this involves pulling multiple reports and comparing / merging them. Zoho is trying to solve this by adding an integrationHow i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, PabloWhen to use Tickets instead of Tasks
Hi We have a discussion going on here that I'm hoping I can get your input on. The sales team need to interact with other parts of the business over the lifetime of a Deal. Such things as getting the solutions team to spec out the formal requirementsWorkdrive Option
HOw can i see this workdrive option as shared in the screenshot. (In video it is saying that- added extension of workdrive , how ? -here is the link of same - https://www.youtube.com/watch?v=4O3YSagZ8os) at time 0.16 please check. Moderation Update (27thNext Page
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Announcements
Translation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileRebrand 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 elatedCRM 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 filesIntroducing 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 for
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Home 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 ActivitiesIntroducing 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 forConditional 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, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Sticky Posts
Focus 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—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
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