Functions not working anymore
Hello, since half an hour ago none of our functions work anymore. Neither I can´t access them through workflows nor can I open the function settings. All other things work fine, creating, updating or viewing records. Please get in touch as soon as possibleMy web form required fields are not working
Our form was working for some time and now it will not validate the required fields. In other words, you can just click submit and the form goes through. Here is the source code. Notice the word Mandatory is spelled wrong. Not sure if that is an issue.Workdrive file uplaod API Error : "LESS_THAN_MIN_OCCURANCE"
https://help.zoho.com/portal/en/ticket/4017421689571 This is a continuation of a previous question. I am currently developing a widget on CRM using React. I have successfully connected to WorkDrive using the CONNECTION in the JavaScript SDK as describedSeemingly Valid Phone number is throwing an error in deluge
{"code":"INVALID_DATA","details":{"expected_data_type":"phone","api_name":"Phone"},"message":"invalid data","status":"error"} The above response is give when updating a contact with a valid UK phone number using deluge When I manually add the same numberZoho Backstage to CRM (using Flow)
Seeking some assistance re trying to obtain Custom Form Data from Backstage into the CRM. Webhooks dont seem to work properly within Backstage but the integration into Zoho Flow is decent as it captures the data I need, but Custom Form Data I am unableStandardize Phone Numbers?
On the web forms, some people enter their phone numbers differently. Is there a way to require a standard format or can Zoho reformat the number correctly? For instance some people enter: 4445551212 444.555.1212 (444)555-1212 (444) 555-1212 444-555-1212Exporting / Printing Price Books
Since most of the main partners / customers likes to receive their own price list / book, it is important to be able to at least have a proper printing format of the price books. Currently then only printing option gives only first 10 lines of each priceZoho Projects - Zoho Deals Portal configuration
Using: Zoho One In Zoho CRM I want to associate (and auto-populate) some fields in the Deals module automatically by the associated project in Zoho projects. I did the field mapping and associated the fields that I wanted to auto populate in Deals (CRM).Sharing a "cloud drive" with all user
Hi everyone! Zoho CRM allows to attach files from "other cloud drives", is there a way to configure a single drive and let all users use it? Thanks for your assistance!Changing boolean value in template to a word
I was wondering if there is a way to change the value of a boolean field to show a word such as 'yes' or 'no' when trying to export as an email/pdf. I see there is a way to manage and edit fields within zoho writer under mail merge. Unfortunately thereUpdate Deal field based on direct link in Email
Hey Team I have a question relating to what I assume is a common request - and so I'm hoping there is a simple, straightforward answer that I've missed! When a Deal completes, we automatically send out an email to the Client with a satisfaction survey.How can I make all Accounts viewable to all users?
We have added two new users to Zoho recently. Unfortunately, they cannot see the all the Accounts that have been created and owned my me as the Administrator. How can I change the permissions to ensure that all of our Accounts can be viewed and editedWe need to log calls to Vendors that are related to Contacts
We often call our vendors to discuss our contacts with them. When logging a call, we can't choose that the call was to a vendor and related to a contact. We can only do it the other way around, which is inaccurate. Could we be given the option to logPermission to change record ownership
I am after understanding fundamental permission behaviour in Zoho CRM related to record ownership. How should I configure CRM user roles and profiles so that users in the roles hierarchy on the same level can change the record ownership? In other words:Clean work drive in CRM
Hi, Our team always upload some file into CRM. I realize we need to clean up the upload file after a period of time otherwise it may full?(not sure) Could you please tell us how to do it?Triggers functions when restoring from the Recycle Bin
Hello, Would you please tell me how to execute the function when I restore the data from Recycle Bin?[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what'sDeduplicate Accounts by Address
I need to deduplicate by address. That is the most certain factor. Two businesses at the same address are usually the same business. The account names are not the same because one will be the parent (corporate) name and would will be the actual business name. Please add address as a factor. If I combine address and website it would be about 100% valid duplicate match.Import Phone nrs
I have Zoho Enterprise and W10 I have extracted from Zoho a file containg Zoho Id's with phones being (example) 0091-1234567 In the new list via Excel I made extra Phone colum say PhoneGOED with ="+"&MID(Phonefield;3;15) So in this new column I have +91-1234567Cross-Reference Potentials
Would it be possible to somehow cross reference a potential as A company is the buyer and B company us where the product is to be used?CRM Cases Module: Doing mail merges from within Cases
All other modules in the system have the ability to do mail merges however it’s not possible within the cases module. Does Zoho plan on implementing this anytime within the next year? I know I can re-create a custom module to act as a cases module butDifferent Auto-Number Prefix for Different Quote Layouts
I am hoping someone can help. We currently have two sales streams that I am slowly separating so that they capture their own specific information, manage their own customers and have their own custom paperwork (Quote/Sales Order/Invoice). Whilst tryingProduction Completion and Delivery Information Report in Zoho CRM
Hi, is there a way to generate a production completion report in Zoho CRM. I have a production completion dates field in the line items and I want a report to show all the deals and its corresponding line items production completion dates. Also, a reportZoho Portal - Access to Associated Contacts
Hello, I am trying to set up a customer portal to our business partners. My example is very similar to the one described in the zoho crm article about portals: "The franchise owners can request to view their outlets' performance and their customers' details.Insert image from product into a template
Hi I'm trying to use images I've attached into the Products module into the Quote Template but the personalized fields I've added into the Products module are not listed, only the Product Image product. Is there any form to insert them? (including doingProducts with Different Prices
I work for a touring company and we would like to automatically send out a quote but we have some tours with different prices. Like for example, the Skydiving we offer have different altitudes, picture packages etc. Is it possible to send out a quoteDates on quote in SPANISH.
Hello zoho comunity.. It's weird as we have our main CRM language in Spanish, however when we're managing quotes dates are showing in English so don't know how to change it. Have attached screenshot. Please any help? Thanks in advance.Stage History section in other Modules
Hi Zoho team, I would like to ask if we can add a Stage History section in other modules just like the one existing in the Deal module. Kindly check the screenshot below. Is it possible to add a Stage History section in other modules?Is it possible to trigger an action to automatically create a Deal when an email sent to a contact is opened?
Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module. I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened. So, when the emailHow do I disable a Contact?
Hi there! I have Contacts associated to Accounts. When a Contact leaves a company, how do I disable the contact without deleting them from our database? I do not want to delete the Contact because I want to retain all activities with that Contact butHow to automatically relate Deal to Campaign via lookup when it is created?
I'm an admin in Zoho and I have a specific process I need to automate. When an email campaign is sent out to contacts, if someone responds and says they are interested in the product, then the sales rep will create a Deal (long story short we handle bothManage Zoho CRM contacts with 0365
Hi, the option to enable contacts sync/manage Zoho contacts in 0365 states: "Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365" If this is enabled, does that mean that all of my contacts in 0365 would be dumped intoSupport Access for Zoho CRM
Greetings, We are pleased to launch Support Access, which enables you to grant temporary access to your Zoho CRM account for a Zoho technical support representative. This allows them to identify and resolve any problems or issues you may be experiencing.Custom Module on Portals
How do you add custom modules to zoho portal access?What are Unread Lead View
Hi, In the Lead Module, you can sleect "Unread Leads" in the views dropdown. What does it suppose to select from the Leads ? What field or requierewmnt this Leads has to have to be displayed in that view ? RegardsCalendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar
We started using the built in calendar booking feature and are really liking it! However, we are having one issue. If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar thus causing multiple appointments in our G suite calendar. We are using your G suite/zoho crm two way syncing feature and everything else sync's fine. Furthermore since the original appointment in our G suite calendar app is not getting deletedCPQ rules erased
Hi My CPQ rules dissapeared today. Does anybody happened the same? Regards, JSedit forecast type
Is it possible to edit and/or create a new forecast type?Change Trial Versions
I was on a CRM professional trial, but changed to a higher level to evaluate it. I now want to go back to the professional level so I can subscribe. How can I do that, please? Cheers.Module "Calls", field "Call_Status" - "unsupported column" error
Dear Zoho developers! I've got a really strange problem. There are 2 Zoho CRM accounts: my developer's account and one of my client's account. Requesting metadata: https://www.zohoapis.com/crm/v2/settings/fields?module=Calls for the Calls module willNext Page
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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,Rebrand 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 elatedTranslation 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, ImagineCRM 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 versatile
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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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