Empty Blueprint Checklist, if required
https://workdrive.zohoexternal.com/external/a059ad42142ef8f184b6b00baa59bed5616fd9dd9eaa1682cac7d2e30f4f0f22Check data of subform with Client Script
Hello, I read in the this post its possible to access the data from a subform. I have a custom made subform in the Sales Order Module but just can't access the value of it. I get the API names with getApiName() done as the Docs describe. But not the dataSubform Notification on Edit
Hey friends! We're working on a way to notify a specific user when a subform is edited. As there is currently no way to do this natively, we have a formula column that looks at the length of other columns and then adds them to an aggregate field so thatCannot import Zoho Calendar into another apps
When I export the Zoho CRM calendar, the file exported is null and I cannot import it in other apps (I tried Outlook). Last week when I did the same thing, it worked successfully. Please help!DESBLOQUEAR MEU EMAIL
Por gentileza poderia desbloquear meu email xxxxxxxxxx! Não estou conseguindo trabalhar.Schema Builder in Zoho CRM for database relationship / architecture model
As we are expanding with many new features especially within CRM on a regular basis, I see a need of having a Schema Builder or at least a view of architecture behind the standard and custom modules. The enterprise market requires a regular CRM optimizationUpdate an field with contents of other fields
I have an Enquiry Number field in the deal( enquiries ) module and have quote related list so when I add/assign a new quote to deal(enquiry )enquiry number field value should be updated in the Enquiry number field of the quote module. I have a SubscriptionDashboard dates not sorting
Hi When we click thru/ drill down on the dashboard sections, the resulting table dates are not sorting per the settings in the report. Is there any way to do this? I can manually sort the drill down table on the desktop to fix the sorting issue, but onHow to add ( show ) the "Send Email" button for Deals module ?
Hello, I need the send Email button to be shown in Deal Module. any idea how to do this ? thanksAutomatically save quote in PDF to the Account WorkDrive
Hello, To streamline our quote process, we would like to have the quotation we do in the module to be automatically saved as a PDF when the sales team is doing one of the following: -Export the quote as PDF -Send by Email to the contact For our quotesRicher search experience in CRM with precise results, followup actions, and AskZia
[Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. [Updated on 10 Dec 2024]Zoho Form submissions overwriting rather than appending Multi-Select
Hi team – I'm hoping someone might have a solution to an issue relating to Zoho Form submissions overwriting rather than appending Multi-Select properties in Zoho CRM. Basically, I’m trying to use a Multi-Select property to 'tag' contacts based on theirThe Email could not be fetched, as the mail size has exceeded the maximum limit of 20MB.
What good is the email section in crm if it can't upload an entire email for us to keep record of? Is there a way around this? Moderation Update: IMAP sync is supported for this case. As the issue may be account-specific, please reach out to our supportFile Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?How to change margins in templates
Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template. The default margins make the text go all the way to the edges of the page. Please advise.Create a rule that alert about lead / deal without pending activity
Hi all, Im trying to create rule that will notify to the lead or deal owner about lead/deal that the user didnt schedule an activity (thats the working flow..). I created rule that will notify the relevant users and i miss the criteria of "no activityTerminal display of portal site
When I try to log into Portal from my phone for testing, the design doesn't show up for the size of my phone and is hard to see. Is the design designed for PC size? How can I make sure it is displayed to fit a cell phone screen?Send Email Wizard - Any Plans to refresh the UI?
Hi, Is there any plans to upgrade the UI and UX of the email pop-up window? Moderation Update: I'm locking this post as the feature has been implemented. Please refer to the post below for more details. https://help.zoho.com/portal/en/community/topiRequest for Increased Login Limits or Alternative Solutions for Automation Testing
We are currently working on an automation project that integrates with Zoho through our custom plugin. Our automated tests involve logging into Zoho, interacting with the interface, and performing actions such as creating tasks or logging data withinGoogle Number
I would like to use my google number to call my leads on ZOHO. Is this possible? If so, how?Webhooks Not Firing from Zoho CRM Properly
We are observing Webhooks not firing properly from Zoho CRM due to technical issues in Zoho's platform. The problem is that Zoho timeline reports the related workflow is running and that the Webhook call associated with it is also running, but our 3rdZoho CRM + Facebook Messenger
Hi! Planning to run one of these Messenger chatbots for my business https://botmakers.net/chatbot-templates/explore/manychat Looking to integrate my Zoho CRM with Manychat. Is it possible? Thanks in advance!Feedback for Meetings in CRM
Hello, We've been using the Zoho CRM calendar for 5 years now. There have been updates, but there are still some basic enhancements that need to be made to make the calendar work well for us: Remove the 50 participant max Add the ability to quick addCustomizable Predefined Fields language in Zoho CRM Webforms
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, certain predefined fields within webforms, such as captcha prompts, reset buttons, and some other fields messages, areHow to get zoho to stop automatically emailing me every time I change something?
It's REALLY ANNOYING!Formula Field "Email" Output or Allow Email Notifications to go To value from formula field
We have a formula field that will always output an email address from one of two other existing email address fields: However, when try to put use the output of this formula field in Email Notifications, it is not showing up: There needs either be a FormulaZoho campaign integrated in CRM
Hi I am using the Campaign module in Zoho CRM but i am wondering if its possible to print out the list of leads for the specifice campaign print out the list of contacts for the specific campaign have more than 10 leads or contacts visible change theIF Statement in Zoho CRM Formula Field
Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destinationUsing nested IF AND statement in a formula field
I am trying to create a string formula to try and gauge how accurate our sales team are when they are estimating how long it will take to close a deal. If they are within the 14 day period from the closing date it should show "On Time". If they are outsideCustom Field drop down lists
Is there a way to create a custom field with a drop down list that can be added to by the user? In other words, I don't want just a static drop down list, but one that can be added to as the need arises. ThanksWhat is to be done when a lead goes cold?
If a lead does not convert into a deal for a long time, and there is no chance of that as well, what should ideally be done? There is no option that I know of to close or dump a lead. Only option is to convert to a deal and/ or account. If we delete theDifferent languages for clients using the CRM client portal
Hi all, I have a question about the CRM portal. Half my contacts speak English and the other half prefer Dutch. I have this preference logged in their account and I would like to present them a portal view depending on their language preference or atHow to use Leads module for target companies when no contact is known
One of our priorities for our CRM is to use it as a prospecting list for the companies we want to sell to. We know what the big buyers of our product are out there, and who would be dream accounts. At this stage of the process, we have no contact in theseRemove all of the junk data that comes with the trial
How would I go about removing all of the junk data that comes with the trial of zoho crm?Customizing Global Search Settings for All Users
Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show theNew Search UI
Just seen that the search UI has been updated.... I think downgraded is a better description though. Our customer information is in a custom module. If we search for a name, the custom module no longer shows at the top so you have to scroll... or do anotherHow to add a custom button the opens up "schedule a call" (deluge?)
I thought creating a custom button to auto open schedule a call would be easy, but not so. Can anyone help? Is there a function? TIACan we add Merge Field Fallback values?
I can't seem to find documentation on how to create a fallback value for merge fields. For example, if a particular lead does not have a Company Name, I would like the value ${Leads.Company,} to have something like ${Leads.Company, fallback="your company"}Outlook email integration in CRM - not all emails are shown
Hi! We have configured Office 365 in Setup | Channels | Email | IMAP Integration. The Emails from the inbox are sync and also matched to the correstponding leads and contacts. What we do not see are emails, which are structured in folders, as many ofTrack Email conversations by record in CRM
My organization is using CRM as a means of tracking litigation. It is imperative that we are able to keep track of email history between our lawsuits (Deals module) and any outside communication with counsel outside of our organization. We use a MicrosoftNext Page
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New 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 numberEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM portal users can now log in using their mobile phone numbers
Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancementCRM 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 filesCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
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Enhancements 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. WithLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a descriptionBar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a newAuto select template when "Send Email" button selected?
I have created a template for Contacts, and I want to have that template auto open whenever the Send Email" button selected on a Contacts page. I know how to do this in Salesforce so I assume in Zoho it would require a custom button on the Contacts page
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Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingEffortlessly 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 allAccessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatEnhancements 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. WithEffortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
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