Rodger's Helpful Deluge Scripts #3 - Automatically attach files to CRM records when a file is added to Workdrive
Hi Everyone, I'm hoping this one will be really helpful for a lot of people. One thing that's missing from Zoho is a tighter integration between Workdrive and CRM. Whilst an update is in the works as far as I'm aware, file management can still be a needlesslySending Mass Email as a Reply to Last Email
Hi! Is there any way to "mass-send email as reply to last email"? I want to send a mass email which will appear as a properly threaded conversation to the recipient. Scenario: Send mass email "A" After some days, send mass email "B" Recipient sees contentClient Portal Public views
I want to set the default custom view [Open Project] when entering the Custom Module in the Client Portal. However, the custom view I created is not available in the Public Views menu. Pic 1. The Public views of Client Portal Pic 2. The setting of customYeastar Integration
Hi We have intergrated Yeastar thrpough the backend, but when we try and dial out of ZOHO it just says connecting ( Screenshot attached) The Yeastar softphone on the same PC dials out fine. There is something missing in the inegration, I am really hopingHow to stop Leads copying to Contacts
Is there a way to stop Leads details copying to Contacts automatically? I want everyone to access Contacts, but not the Lead information, particularly in Portals.Canvas: Need ability to edit Subform values from within canvas
I'd like to be able to modify subform values from the "deal" details page, without having to "edit" the deal first. I understand that Canvas is new but do you have a date for this feature to be implemented?Can Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!SaveUrlParams question for Office Integrator
I have the following setup for a CreateDocument call. Other than the content, the other parameters seem to be coming in as null. Is there something I am missing. My current code: var documentId = Guid.NewGuid().ToString(); ... SaveUrlParams = new Dictionary<string,Migrating Goldmine to Zoho.... need to keep Account field populated in the child records....
Is there a good tool or expression trick to getting all the empty Account field populated with the correct Account name? In a spread sheet, they appear just under their parent record, but without the account field is left blank. My understanding is the this is a result of 'normalization' process of databases. Anyone with knowledge of a graceful way to accomplish this? I have about 6500 records, so don't really want to do one by one. Thanks, -PaulAnchor Links Canvas View
Is there a way to create Anchor links in Canvas view for modules? My team prefers the look of Canvas view BUT likes the functionality that we had with the Related list in Standard view in Account and Contact CRM. Example - in Standard View if you clickedBlueprint - Clickin gon the Transition - next transition buttons pop up...
Hey there.. I'm trying to wrap my head around the deals blueprint scenario. Here's an excerpt I'm in the "Offer Creation" Stage and I have two options: "Send offer to client" & "Lost" So far so good... If I chose "Send offer to client" now, I get a promptAnother way to limit the number of options for a range of numbers than using pick list method?
Hi, I would like to limit the range of numbers a user can select for a pick list, e.g. 0 to 3. I have implemented this using the pick list option, but find that I can't plot the charts I want in Zoho Analytics, because a pick list item is a text dataWhen signing up for the User portal users not getting email for setup
When signing up for the User portal users not getting email for setuphave multiple Form entries in zoho crm
Hi So I have zoho one and I want to have a user to fill out a zoho form and be able to view it in a user portal in zoho crm. The user should be able to fill it out multiple times and have different entries for each. For example I am a therapist and IHow can I edit a field's "data type" from "text" to "pick list?"
I have a custom field that has a current "data type" of "text." I would like to change it to a "pick list," but cannot find a way to do that. Clicking on "edit" doesn't give me an option.how do I make an email address for new employee and delete for no longer employed
Help! I need to delete emails from my account and add new ones. What do I do?Sync Stripe customers with Zoho CRM
Hello, I am using Zoho CRM and would like to automatically include a contact and an account after the customer makes a purchase directly on my website using Stripe. Is this possible? If so, how can I do it?Saving a default email template for CRM Quotes
Hi, My client send their quotes via email in CRM. When doing so, they have to search and select the quote template each time, is there a way to save a template to a module so this template is applied automatically? They use the exact same template everyHow to find the Contacts sync with Books?
Hello There, We need a procedure to obtain the particular contact is sync with Books or Not.Integration stopped
Hi, for quite a few years I have had a form running that integrated with Zoho CRM. When it was completed it would enter an approval process and it would sit in 'My Jobs' on the CRM. About 10 days ago this stopped and even though the status within formsReuse custom field?
Hi, in a layout I have created a few custom fields that I would like to use them again in other sections of the same layout. How can I do that without creating custom fields each time? An example is I want to create a field called "Contact Meeting Details"Stock Management - non retail
Hi all My company is relatively new to Zoho and are currently only using the CRM. We are wanting to set up a stock managment system within Zoho. We are not a retail company so a lot of what I have looked into covers this. We are wanting to input our stockIn Canvas, is there any way to make a Checkbox look like a checkbox?
In the CRM module I have a checkbox field. However, when I add that field to a Canvas layout it just appears as a dash instead of a checkbox. If you click to edit the field, you then can see a checkbox in the popup ... but I think this is very confusingmulti-line, can not select Plain Text Small
I want create CRM Deal template. I have dragged the Multi-Line field to the Layout. I can select Text Large, or Reach Text, but the Text Small option is disabled. I need the Text Small option, because I need values from this field to be filterable. HowNeed to track my lead status progress every week
Hi, I want to track the performance of salespeople based on lead status. Need comparision from last week to current week what had happened, what progress has been made from every leads. I want to make a chart on this.In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components
Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the salesDowngrade product license
Hello, We wanted to reduce the number of licenses to a single user, but we missed the renewal date. Is it possible that they only charge us for one month and then lower it to a single user? As you will see in the account activity, we are not using bothWeb to Contact form does not send email notification to record owner.
During trial period of zoho crm i setup Web to Contact form , and it used to send me email notification whenever any contact is created. Ever since trial is finished its not sending email alert. Wondering if email notification is taken away from FreeHOW TO CONVERT CONTACTS TO LEADS
Is there an easy way to convert or copy contacts to leads?Changing default when Custom Sharing Per Record the Emails from IMAP
Hello! When Custom Sharing Per Record the Emails from IMAP, on the Email channel configuration, is it possible dor the default to be "sharing" and then "uncheck" when is something sensitive? Currently, is the other way around: I need to check every time I want to share something with the rest of the team. In addittion, I would like that all my team (subordinates) can see each others emails. But I cant understand if this can be done with the Data sharing settings and rules. Anyone has experience onEdit Records in List View Zoho CRM
Hi, Just wondering if there is any way to edit selected fields in records (i.e. leads) in the list view (instead of having to click on each record to open it before editing information)? Thanks JacksonSave a Quote as a template.
I know you can create templates for quotes however I am unable to create a quote for a customer and save it as a template. Many of our quotes require many of the same products/services, it would save a lot of time and prevent forgotten items by usingZoho CRM subform required fields
Hello, I set up a subform in Zoho CRM Deals layout and set three of the fields as required. When I create a new Deal, it is making me add an entry to the subform due to these required fields. However, my intention was that the required subform fieldsAdding Portal User Type
I want to add a second portal user type. The only upgrade option I could see was this, but that just seems to be if you want to add more users, not user types: Anyone know how to add a portal user type?How to break line in zohoCRM
Hello everyone, I'm currently working with Deluge scripting language and encountering an issue with newline characters (\n). My goal is to format a string with multiple lines, but the newline characters are not being interpreted correctly. Instead ofLinking Modules to Portals
I can't get Solutions module to link to Portals. I remember there was a particular field that had to be added but can't remember which one. I have added Lookup fields to Leads, Deals and a custom module. I have a user module. It is set up the same ashow to make an event in Zoho calnder . when a deal is Won
i try this via Actions by Zoho Flow when i get the error Zoho Calendar says "start pattern not matched." how can i make an event in Zoho calender \ google calender when deal is modifie to spcific stage - in the name of the deal and when a the same dealCustom Field Creation (no. of days)
Hi there, I would like to know if I can have a custom field created using formula or some function. The expectation of this field will be the number of Calendar (weekday) days calculating from a Date field. For example - there is a Date Field in the RecordStatus of the Kanban view
Hi, Have there been any Kanban developments? My Kanban view lists every single status in no order (not even by stage) making it impractical to use. I've brought this to attention of support, have had a remote session but have not heard further. I canImplementing Validation Rules Using Client Scripts in Zoho CRM
Problem: The limited number of validation rules with custom functions in Zoho CRM (three in the Enterprise Plan and five in the Ultimate Plan), along with the restriction of triggering only one field per rule, significantly hinders businesses that requireNext Page
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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, ImagineUI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,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 filesRich-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 elated
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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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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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