Wizards for inventory modules and more
Dear all, We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensive
Add a Contact to multiple accounts
How can I add a contact to multiple accounts? We have several clients that own multiple businesses that need to be seperate accounts, but have the same contact. Moderation Update: We have a separate post capturing the feedback and votes for this feature.
Missing parameters in Zapier app for "Zoho CRM"
Hello, I updated the Zoho CRM app in Zapier to the latest version (31 July 2024). There are some changes in the Zapier app "Zoho CRM" now. When I want to create a new entry in Zoho CRM in the "Notes" module, there I can no longer choose a parent module.
More than 100 contacts in Sheet View
I have about 500 contacts in Zoho CRM and need to do some manual manipulation (eg tidy up address fields). Sheet view does exactly what I need it to do as long as all the records can be listed on the one page (or the first 100 records if more than 1 page)
CPQ in Zoho CRM is now supported in sandbox
Dear customers, We're excited to announce that CPQ is now supported in sandbox environments. CPQ (Configure, Price, Quote) functionalities help businesses streamline their sales processes. Features like Product Configurator, Price Rules, and Guided Selling
Tracking Mentors and Mentees Match in Zoho CRM
I am developing a system for a mentoring program where we match mentees with mentors and track the match in cohorts. There is a new cohort every semester. A mentee can participate in multiple cohorts, and a mentor can be matched with more than one mentee
Zoho CRM Cadences - Is it possible to add steps on cadances once active?
Hello! We have started playing with the recently launched feature in Zoho CRM - cadences. We have in the past used the mass email functions to send emails to a group of clients to try to reactivate their interest on our services. For example - sending
Bypass Blueprint
Hello. I'm creating a new blueprint. I have a lot of different deals on different stages. Since the blueprint is new, all of them will be at their first stage of the blueprint. I need to manualy set the blueprint for each deal. Is there any way I can
How to edit HTML on Quote template in CRM
I notice that the ability to edit the HTML on the templates has been removed or moved to a different area. How do we now edit the HTML?
Blueprint Delay (leads created though API)
Has anyone else experienced a delay with leads entering a blueprint, specifically on leads created through the API? I am noticing a 5-10 minute delay on my end.
How to add Addmonth() in zoho crm using client script
Hello Community, I have one requirement in Zoho CRM. There is Plan duration dropdown field. For ex, I have selected 1 month plan, when I entering date in Plan Start Date, Plan End Date field should automatically filled with Plan Start Date + addMonth(1).
How to add followers to Contacts within Tasks
Hi I've seen that the Contact pane of a Task shows a Follower count. However, clicking on it does nothing, and I can't see a way to add myself (or anyone else) as a follower to a contact. Is there a way to add oneself as a follower to a Contact record?
is there any workflow rules to show pop up if a deal won?
so basically I want to remind our sales person to send a Google Business Profile Review URL to our happy customer. it should be sent manually by using Whatsapp message. so if the deal record stage is 'Won' then I want to show like a pop up in the screen
What is the data type of Multiselect field if I fetch it using API?
I have multi select (pick list) field like this and let say in deal record I picked several options (20 ft and 45 ft) like this my question is, what is the data type of it if I fetch it using Restful API? is it a String in JSON ? { "Container" : <What
Add Mass Update for Text Area Fields 'Description' and how-to mass update using Zoho Sheet View
It's not possible to mass update the 'Description' field. Please add mass update for text area fields. Thank you. Most new imports don't use description, so we add a first verbose context to leads. As VCF uploads are easy and it's cumbersome to add a
Options in Pick List
Hi there, we wanted to delete an option inside a pick list in the module Leads. For reasons unknown we cannot edit or delete the entry "Nicht qualifiziert". I looked through every workflows etc and cannot find any dependencies on that field. What could
VERY URGENT!!!! the decimal value turn to thousand in Blueprint !!!!!
I have a decimal field and here is the properties i have a decimal value like this in deal record but when I open it on Blueprint that decimal value turn to be 2987
Calling Functions within Functions - Standalone Functions
Zoho CRM Standalone Functions Standalone functions in Zoho CRM allow you to execute a function within another function. There are many practical use cases for standalone functions within Zoho CRM, including removing duplicate code and code reuse. This
Zoho CRM Reports: multiple criteria on the same filter field?
Hi, I have a problem that I can't solve when using reports in zoho crm. In my case I have contacts who own the same product with different versions. Often, I need to find contacts who have product A, with version B but who don't have version C. The result
How would I set up a custom sequence per individual but based on a template/workflow?
Hello Zoho community. I run an events business and we often send out emails to people after a trade show or other event. We have a cadence we like to use (linkedin profile view, linked in connection request, email, email, phone, email, done) . I like
If a Web-hook receives any error codes like 404, will it retry?
If a Web-hook receives any error codes like 404, will it retry?, We noticed it has retried to send the web-hooks twice/thrice in various cases, but only once if it has received 200. But there is no documentation about this behavior? Whats is the expected
FIPS Compliant?
Does the ZOHO CRM product meet the standards for the current Federal Information Processing Standards? And, if so, where can I find information to provide proof to our insurance company.
Deluge - passing collection values from for each loop to updateRecord
Hi, I'm a newcomer to Deluge and am really struggling to get the below script to work. I want it to use a for each loop to look through several fields on the Account record, and then, assuming there is a value in the field, user the proper function to
BigInt Failure for Saved Workflow
Hi, I am currently trying to create a workflow as follows: When a record is created in one module (Volunteer Events), it takes what is in the "Areas Requested" multi-select field and sends an email to each match on a "Areas of Interest" multi-select field
Kiosk - how to use multiple records with GetRecords
Hello! I am trying to create a "grocery store list" with Kiosk Studio: I use GetRecords to pull MULTIPLE records from the products module (with a specific filter), and give the user the possibility to choose up to 10 records. How can I USE/ACCESS the
Show all task and meeting records associated with an Account or Contact even if they were created in other modules?
Is there a way to create a view that shows all open tasks and meetings associated with an Account or Contact even when the task and meeting records have been created in other modules than in the associated Account or Contact record view? Background: I
Add A Custom Option to a Pick-List Field?
Is there a way to add a custom write-in option to a Pick-List field? For example, the majority of our sales are a set amount, hence the pick list. Periodically we will have a special scenario that would require a custom amount. I want to keep all the
Generate wizards effortlessly and preview summaries before saving records
Dear customers, We're excited to introduce two new enhancements to wizards: You can now generate wizards, and get a wizard summary before saving a record. Wizards in Zoho CRM streamline data entry processes and ensure accurate and consistent data capture
How can I change the format of a date/time field?
I have created a workflow in Zoho CRM and it triggers an action in Zoho Flow Actually it sends a slack message/notification to a public channel In this message I pass a dynamic Date/Time field from the Deal Module. The problem is that it returns this
Colour code depending on range of values?
Is there a way to show different colours (colors) for a range of values that depends on the user's selection from a dropdown list? If so, how? And please provide step-by-step instructions. Example: I have a field that has a range of values from 1-9 that
Pick List History - Report
Hi Is there a report or any ideas of a report on Pick List history changes So for example, I want a report monthly of any changes made to a field which is pick list (I know I can view this in the record, but I just want a monthly report off all changes
How to create a BOQ Estimate (Bill of Quantities) in Zoho using Widgets
Creating a BOQ Estimate is a key requirement for many industries like Building and Construction and Professional Services. As native Zoho cannot handle specific requirements, we've created Zoho Widgets for Users and Partners. This project was at least 500 hours of work, but it costs our clients less than $10,000 to fully implement. It is designed to look simple but there was amazing amount of work that went into creating it. We are doing all our estimates using this process now and love it. Please
Zoho CRM and Apple Mail (Macbook)
Is there an add-on or way to sync Apple Mail to Zoho CRM? Currently, we use Apple Mail as an overlay (one-stop-shop) for email accounts coming through gmail, outlook, etc. Now, with Zoho CRM, we'd like to keep using Apple Mail but have emails sent from
Deal: Amount per product?
Hi, we currently have a simple setup for our deals and analytics: A deal has one product and one amount. In the analytics we then simply can filter per product and amount in a deal to see, which product is selling the best, etc. But now we want to add
Zoho CRM Community Digest - June 2024
The month's Zoho CRM Digest is packed with exciting updates, insightful discussions, and valuable tips from the community. From streamlining workflows with bulk imports and dynamic filters to tackling duplicate leads and managing emails with ease, we've
How to Link existing Contacts with existing Accounts.
Hello I have Contacts and Accounts already in ZohoCRM that I need to link together. How do I do this. PLEASE NOTE : The Contacts and Accounts are ALREADY IN ZohoCRM. Every answer I've found in here for this questions refers to Merging as they are imported.
Fill subform with Zapier
Hello, I am using a Subform for a deal, so our marketing team can add several products and custom prices to the deal, which works fine: But I want to use Zapier to automatically populate that subform as well, but I can't get it to add the details. Usually
Accurate out-of-the-box human translation
Hello, I've been using the CRM for about a year, and as a French user, I've had to do a lot of manual translation because the current translations are rarely correct out of the box. I believe that having proper translations done by a real human would
Preview Layout as a Standard User
Is there a way to see what a module layout will be (what fields will be visible) for a standard user if I am an admin? Basically, I have some fields where I set the permissions of certain fields as hidden, but I want to see what the layout will look like
How to record Inventory template export history
Hi, Is there any method to record the Inventory module PDF Template export history? Because we need to keep the same if we would like to send twice template
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