サブフォームを他のタブで参照できないのをなんとかできますか？
私はコワーキングスペースを経営しており、顧客管理をzohoを使っています。 質問したいのは、どのように人に対するプランを紐付けすれば良いか、です。 朝プラン、昼プラン、夜プラン、深夜プラン、土日祝プラン、他にもオプションがいくつか用意しており、 顧客は「夜と土日祝」など、複数のプランを選択されます。 いくつ選択されるかわからないので、商談タブの中でサブフォームを使って管理するのがいいとは思うのですが、 ①連絡先タブで顧客一覧を見る時に、どのプランに入られているか、詳細を表示させたい（レポート機能を使わずに可能かどうか）I receive the email but they don't...
Here is a workflow in CRM : - when a deal is closed in the compliance pipeline then - send an email to my mates and meFile upload support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to file upload fields.Dashboard Report for Leads/Deals without Activities
We're trying to create a user-facing dashboard view that indicates counts of Leads and Deals missing activities. The idea is to identify Leads and Deals that have no calls in their activity history. Leads and Deals both have 'Untouched' filter parametersMeetings: "Related to" entity types
Hello! When adding a new meeting you can specify a "related to" property. The dropdown contains "None" "Lead" "Contact" and "Others". When you select "Others" a new field appears that allows you to select Account, Product etc... We rarely link Leads orAll Types of People should share one table. All types of Companies should share one table.
I want all PEOPLE in the same place. It's very inefficient for Leads to be separate from Contacts. They should all be contacts, with "Lead", "Friend", "Info Source", "Media Contact", and other custom person-types in a "Type" field. This is evidenced byZoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activityKiosk Studio limit in Zoho CRM Enterprise
Hi, We are using Zoho CRM Enterprise with 30 active users. We have created 5 Kiosks and hit the limit. Why limit is so low?Multiple Users for Portals
Is there a way to set up Portals so there can be different 'users'. So they can have an Leads access that can only be accessed by one email login (sales team), but can still convert Leads to Deals so other people in the office with a different login canSub-Formula Not Showing Negatives
I have the attached budget tracker in a subform, and using the forumlar: Abs(0+${Builds.Total Estimates}-${Builds.Total Invoices}) or Abs(${Builds.Total Estimates}-${Builds.Total Invoices}) but it is not showing negatives as negatives. Is there a way"why images available in zoho website builder is less size means below 50 kb"
"why images available in zoho website builder is less size means below 50 kb"Search through email contents
Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, HananI need a solution with timesheets
I am currently a CRM Plus user. I run a staff augmentation business model whereby I hire a contractor and place them at a client location. That contractor needs to create weekly timesheets that, when submitted, route to a client approver for approval.Import from GoHighLevel to Zoho CRM
Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to ZohoThere some FHIR library for Zoho CRM?
Hi People I would like to know if there is some library or deluge instructions FHIR ?, i need to programming some functionalities with this. Thanks in advanceUsing variables in the filter look up option
Instead of text, I want to insert a variable in the filter lookup field option under module settings. I have attached a picture to demonstrate the setting I am referencing. Use Case: I want to filter records shown to the customer by the contact id variablehow to add a custom button to zoho crm ?
how to add a custom button that when I click on it , i can open a form that includes custom fields that when one of our team add information to custom fields he can call an api that i add in the backend to zoho crm to be able to call a 3rd party api toCRM - Leads vs. Contacts
Will someone who is using CRM now please comment on the practicality of using both leads and contacts. I am assuming that "leads" are the original people contacted and "contacts" are all the other people involved in the sales cycle. The descriptions are not incredibly clear. What is the suggested hierarchy for setting up the CRM to start with? Thank you!Leads vs. Contacts - where would you start?
New to Zoho. New start-up company. New everything. We pulled data (accounts & contact records) from multiple sources to begin prospecting. Should we import the data as Contacts or as Leads? If the answer is Leads, I have already imported as Contacts,Edit Created time
Hi, I need to edit the "created time" field from the lead module. How can i do this ? ThanksAssociating ALL emails without having to manually associate with Gmail add-on
We are new to Zoho and I'm not having any luck searching for an answer. I am able to associate individual emails manually using our Gmail add-on. Is there a way to automatically associate the emails to contacts? I have a chain of emails with a client,Importing Account Numbers to Pre-Existing acocunts
Good day, I was wondering if you could help me with something that I tried to do but failed misserably. We have accounts on our system that did not have any Account numbers assigned to them. After our company has grown we now have use for these companyUpdating Blueprint stage from my Deluge function
Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");Address autocompletion?
One of the features that's standard in almost every crm i've demo'ed, or previously used, is to have auto completion for addresses using google api or similar as you are typing the address in. This saves both type and acts as a type of address verification.2024 Contact relationships, many to many
I'd like to create reciprocal relationships between father - child - grandchild - referrer - Beneficiary of life insurance etc - so many to many. How do I do that? My research shows me that I should be looking for a subform or multi-lookup. However, myEdit CRM Report Related Module
when creating a CRM report I am asked to to 1/ choose primary module 2/ and related modules (blue and green + icons represent UI for adding child and parent related modules): when editing a report after creation, I do not have the the option to changeMeeting recording in Zoho CRM
Am I missing something? When I complete a Zoho Meeting from CRM the recording doesn't get added to the meeting. I get it in my Cliq bot, I get it via email, surely it should also added it to the CRM Meeting record it was launched from?Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.Lookup Logic is broken
Hi， I thing that CRM lookup logic was broken. I fail to search record if record name included space, it will return all record as result. it happen since half of hour before Thank you. KavaAttributing Physician Referrals to Specific Accounts/Offices
I am struggling to create a report that will show me physician referrals that come in under contacts that I can then attribute the the account/office those contacts or physicians are attached to. How are people associating sales rep activity to referralEmail to CRM
Hi Does CRM via Zoho One support emails to CRM, ideally as a Lead? It would also need to support emails coming from contacts which aren't already in the system. Most comms come from those usual primary contacts, but we often get quote requests and queriesTelephone Number Formatting
Hi, Following on from the April digest, here is a custom function, that Ive got in place for UK based +44 numbers contact = zoho.crm.getRecordById("Contacts", contact_id); // Get ONLY the Phone field. phone_number = contact.get("Phone"); // If phone_numberDifference Between Search API & COQL API
Hello Team, Please find the following image to understand API & COQL API. If any points missing please added in comment section. Thanks, Thisai Moorthy.How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatlyAbout the Portal's Public Modules
I checked the deals tab under Public Modules because I wanted the deals tab to appear on the portal for clients to check. Then, the deals tab was displayed, but But it shows data that has nothing to do with the client. How can I display only the relevantOrganisation ID
dear team, Please treat as urgent , kindly share with me my account organization ID, i want to procure zoho analytics for same organisation, so i need the Org IDChanges on the sender email
Hi I would like to ask on how to make changes on the sender email when doing a Mass Email or individial email from the CRM.Blueprint Update Blocked: "Common Transitions" Limit (No Attempt to Add More Transitions)
We're encountering an unexpected error when saving changes to a blueprint: "You have reached the cap limit of 25 Common Transitions." (No Attempt to Add More Transitions) This issue prevents us from making any modifications, despite not attempting toUser & Workflow relationship
Hello! I am removing a user from Zoho CRM, does that disable the user in associated workflows? Specifically email workflows? ThanksHow to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!Next Page
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Announcements
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 filesTranslation 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,Rich-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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