Integrate Zoho CRM with Power Bi
I am needing to create a live access connection to a module, "Clients", in Zoho CRM. I would prefer not to use third party software at all. Up to now, I've been able to get an auth token, and I've created a connection, but neither of them seem to giveBug: openUrl() not working on Mobile App for "In-App Browser"
I've had a custom button for several years which opens a Zoho Form and populates it with data. This was ideal for mobile users, who used it to capture signatures and complete CRM Cases while in the field. This stopped working mid-May, the bug was reportedDomain Verification
I am in the process of verifying my domain (deltasuccess.com) and find this was added. However, my emails have a From: address that shows this is not verified.New Contact/ New Company Recursion
Hi. I want to add a new contact from a new company. When I add a new contact, it requires I associate the contact with a company. When I go to add a new company, it requires a primary contact. When I try to add a primary contact, it requires an associatedEmail Template Folders
How can I change the order of my email Template Folders?Let us reorder Email Template Folders
I have a lot of templates to add. Re-ordering templates and being able to change the module that they appear in is vital. I'm not looking forward to populating my templates and adding new ad-hoc templates when things change. It's going to look like anIF Statement formula in subform not working
What is wrong with this formula? I do not understand why its getting rejectedCreate a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."
How to Create a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."A solution for Automatic Printing of Documents from CRM
Currently, there is no way to automatically print documents from CRM. Zoho is not alone in this limitation and it is standard among tech companies to provide limited printing capabilities. Yet businesses all over the world still need to print documentsEmails from contact roles can be linked to a deal in CRM
Hello everyone, From today, organizations (where all users are using the latest email configuration) will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts areCustomizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referralsStarting a Cadence on "Closing Date"
Hello Trying to figure out how to have a Cadence begin sending a series of emails starting on the "Closing Date" of a Deal. I see how you can send it based on enrollment but are there any options for Closing Date? Thanks!Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then addopenUrl in blueprints
My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logicallySubform Report
I created a subform under the deal module. This subform consists of attaching images and numbers text. Question: How do i create a report where in I can export and see the images uploaded. If this is not possible, is there a way I can create a reportCountry Drop Down
I see a few questions about this but no satisfactory answers. It is very important that for a global marketing campaign, the country field is from a pick list and not simply a text file. Otherwise USA, US and United States all become separate countries because no one writes the names in the same way. I'm creating a web to lead form to be embedded in a joomla website. How can I get country to be a drop down list? WarrenUTM tracking and multi-lingual Support for Zoho Forms integration with CRM
Hello everyone, We’re thrilled to announce new enhancements to the integration between Zoho Forms and Zoho CRM, including support for UTM tracking parameters, and using forms in multiple languages. Our existing integration allowed you to seamlessly transferCustomizing Filter Options for Client Portal Users
In the Module List screen of the Client Portal, there are many filter options available on the left side. However, I want to reduce the number of fields to avoid confusing external users. How can I set the filter fields to the ones I specify?Automated import for Zoho CRM?
Is there a way to automate the import of contacts in Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule. Zoho Analytics can pull csv files from a FTP source and import into a table. Is there aImporting Text with Line Breaks into Multi-Line Text Field
I'm importing into a module that has a multi-line text field. Using a CSV file, do I need to remove the line breaks within my text before importing? If so, is there some special code or character sequence I can use in the text so that I can preserve thePossible to create a "Meeting Note" record from a "Meeting" record?
I would like to create a record to hold meeting notes from every scheduled meeting. I would like this record to import the details of the meeting, e.g. date, time, participants etc., that exist in the Meeting module, in addition to providing other fieldsRelated List on Member Accounts Roll Up to the Parent Account
I have a related list that shows on the account (Machines Installed at Location, for Example "Zoho - Austin, TX" and "Zoho - Plesanton, CA") ... but I would also like the related list to roll up to the parent account as well (for example, "Zoho - Parent")Validation Rules - Can't Proceed
I have the attached Validation Rule set up so that when a certain Stage is met, the message appears. However, it won't progress to the next stage. Obviously something has to be triggered to move. I want to set up warning message that can be acknowledgedView Blueprint Transition Permission
We've tried implementing blueprints and while it's been great at enforcing the business process, our users are having some severe practical issues with how it's been implemented. We have quite a few different teams that need to work together, and thereKanban view howto
Hello, I do not see the kanban view button. Does is still exist ?IF Statement formula in subform not working
Why am I getting the error below?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?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.Next Page
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Announcements
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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