Change phone number format
In ou CRM we have different phone number formats. we want to try a script that changes the format of these numbers. what we now have are numbers with +31 in the front this needs to change to 0031 as well as we have numers with a - or (space) inbetweenSuper Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho.
Hi, a user of the CRM is trying to send an email. That's the message she gets "Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho." Everything looks fine from this end. What do we do now? Her emailContact First Name in Potentials Email Templates
Is there any way we can use Contact First Name in a Potentials email template? Right now it is just full name, which doesn't make sense to use - "Hello Jane Doe". It would be ok to correct if that actual text showed to be corrected, but just the merge field shows. Am I missing a shortcut to do this? If not, could it be added to the collection? MPEnhance productivity with the revamped Zoho Sheet View
Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing SheetTranslation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extendedShortcuts/ Quick Actions on Zoho CRM mobile app!
Imagine you are rushing to a must-attend meeting and out of nowhere you run into an important client. After having a quick chat, the client wants to schedule a meeting to discuss your products and services. Opening the app, searching for meetings module,Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to theDeleting Products used in Quotes/Sales Orders Problem
Hi everyone, So we want to delete 75 products and replace them with products from another vendor and different product code. When trying to delete, I get the following warning: Sorry, you cannot delete the product(s). The product(s) cannot be deletedHelp with Deluge
Hi All I am trying to copy notes from a custom module onto a lead on a button press. I have managed to copy the note title & body but attachments are much different (as they are a related list?). I have wrote the below but I am getting error 400: BadIs there any way to select a Zoho CRM Email Template as the Body of a Mail Merge Email?
Currently, I can merge and email documents and it pulls in all the necessary fields in Zoho CRM like I expect. However, when I get the window to send the email, and I choose to send the merged document as an attachment, my only option for the body ofRegister the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows
We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never triggerHide Notes in Module-level Permissions
Hello, In settings, is there any way to hide notes for certain profiles under "module-level permissions"? It's currently grayed out. We would be willing to pay to have this function programmed if not.Need to be able to apply layout rules to 'Multi Pick List'
Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to applyWhy is Zoho CRM Webform using v2 of CAPTCHA instead of v3
We used to use Contact Form 7 on our site with great spam filtering add ons. Since we switched to Zoho CRM Webform which has Captcha v2 we receive at least 3 or 4 spam leads a day. This is then causing our mailing list (which uses the web form) to haveHow do you get related INCOMING email records with a DELUGE custom function in Zoho CRM?
Hi Everyone! As part of a function I am creating, I need to get the latest incoming email from a contact. When using a getRelatedRecords function for the Emails related to a Contact, the function only returns Outgoing emails. No incoming emails are gathered.Find and Merge Duplicate Deals
I know we have this function for accounts and contacts, but I can't find it for deals, as I would like to avoid having any duplicates. Thanks Moderation update: We are happy to inform you the support for managing duplicates in the Deals and custom modulesUsing 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 outsideHow to know number of days between Deal Stages?
Hi Team - how do I know the number of days between Deal Stages? I have a Deal blueprint and I want to know the number of days it takes the Deal to be on Stage 3 to Stage 8? I can't seem to create a report for that. Our Deals have 11 Stages and our Purchasing department is in charge of Stage 3 to Stage 8 and I want to know the number of days it takes for them to complete their stages?Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSMCustom View Filter Limit Too Low!
As of now we can only create 5 filters per custom view which is far too low! I want filters for each country, a filter for Not Contacted, a filter for overdue activities, etc. May I ask, why does this need a limit anyway? I can't imagine that customImprovements to finding and merging duplicate records in CRM
Hello folks, Here's a quick update about managing duplicate records in Zoho CRM. Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work. In Zoho CRM, you can proactively[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter.Deleting Dashboards
What is the problem with being able to delete Dashboards?, surely this should be allowed?Zoho social & CRM leads not synchronise due to unwanted mandatory field.
Facebook leads not sync due to some unwanted mandatory field. Please help us to get these & new leads in CRM.Need help integrating WeChat
Need consulting help integrating WeChat. I am the Zoho developer for my company and I understand the WeChat integration instructions given by Zoho. However, I do not understand our WeChat subscription. When I login to our (paid) Wechat subscription, IRemoving special charter from mobile field
Hi, our client's mobile numbers are reflecting on the quotation incorrectly, I need to change the field format so it can show the correct numbers. is there a way to change the layout of the quotation or adjust the field format? the correct number is 0501999813Translate Section Headings
I'm using a Enterprise subscription with Translations (Setup - Customization - Translations) enabled. I know how to Translate custom Field labels and Pick list items, but is it possible to translate the section headings? They don't show up in the exported txt file. See the screenshot below. I mean the strings "Contact Details" and "Address Details"Changing default when Custom Sharing Per Record the Emails from IMAP
Hello! When Custom Sharing Per Record the Emails from IMAP, on the Email channel configuration, is it possible dor the default to be "sharing" and then "uncheck" when is something sensitive? Currently, is the other way around: I need to check every time I want to share something with the rest of the team. In addittion, I would like that all my team (subordinates) can see each others emails. But I cant understand if this can be done with the Data sharing settings and rules. Anyone has experience onRecurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringZoho CRM certification?
Hello everyone, I just started learning Zoho ONE and I have been playing with around 20-25 of the application in the suites. Now it’s time to get certified. I come from the Microsoft side of things where certification have proper name and learning material.4 things I need from Zoho CRM
1. Show me when products (stock quantity) are low 2. Where do I put our 'ideal' inventory number for each product. 3. Can I make a report of frequently purchased products? 4. A calendar of birthdays that I've entered for each contact. Any help on theseHow do I standardize Deal Name
Hi, I want to know if there is a possibility of standardizing deal names with an automation. The idea is to create an automation that works whenever a deal is created there should be a trigger that updates the deal name field with placeholders. e.g of deal name > {{Account Name}} {{Current Month}} ThanksHow can I change my billing information?
How can I change my billing information?How to update zoho crm lead full name as account name/deal name while lead conversion
How to update zoho crm lead full name as account name/deal name while lead conversion ? any ideaWhatsApp integration on Business Messaging in Zoho CRM
I think it's fantastic that we now have WhatsApp integrated with Business Messaging on Zoho CRM. But it has a GRET downside! You can't initiate a message to a Lead or a Contact. So if they don't make a first contact, you can't communicate with them usingAutomatically calculate and include tax on quotes
I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of a way to set the default tax and to have it automatically included in the total price? Any help would be greatly appreciated. Thanks.How can i get and update Multi-Select Lookup field through API?
Hi! How can i get and update Multi-Select Lookup field through API from/in Custom Module?0365 calendar sync
H we recently moved to Zoho and starting to regret that I didn’t see this issue all the way through before making the leap. The issue were running into is the o365 calendar sync doesn’t actually sync. Specifically events sent to me do sync. Events createdissue uniforming crm data using data prep
Hi, i have tried to uniformize the CRM some data values using Dataprep. first of all i have imported my leads and contact into Dataprep using the native import module. after i hav applied some rules on some columns (I only change the text case from UPPERNext Page
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Enhance productivity with the revamped Zoho Sheet View
Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing SheetTranslation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extendedImprovements to finding and merging duplicate records in CRM
Hello folks, Here's a quick update about managing duplicate records in Zoho CRM. Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work. In Zoho CRM, you can proactively[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter.Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
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API Request from Zoho CRM
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.com/crm/v3/Leads. Could you suggest me the possible cause? { "code": "INVALID_REQUEST", "details": {}, "message": "unable to process your request.In Contacts Field Format
Hi, I added the pan card number filed in contacts but I want to give a format that by mistake I never enter the wrong data. the example format is AAAAA1111NHow to check if contact has a relation to custom module record (related list record)?
Hello, I do have contacts (in the regular contacts module) in Zoho CRM that can be related to a custom module "Subscriptions". The Subscriptions will be displayed in a related list in each contact. So if I create a new subscription I can choose the contactClient script: checking for problems when calling a connection
Hi everyone! I'm writing a Client Script in which I need to use a Connection to call our custom ERP. I'm doing something like: var res = ZDK.Apps.CRM.Connections.invoke("myerp", "https://our.url/path", "POST", 1, parameters, headers); and it works, soStrange bug when edit
Hi, I would like to report an issue with the inventory module's grand total amount. Recently every time record is updated, grand total will show strange changes as below. What is the root cause of it? Thank you.
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[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter.Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is criticalSubforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products purchasedNotes 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 canTwo new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page
Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful
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