• Bluepint- Mobile Zoho CRM

  Hello, We have a very unsatisfying issue with Mobile CRM and Blueprint. Whenever a Blueprint process is active on the Opportunity module inside the desktop CRM, Zoho CRM Mobile doesnt show any fields!!!! This is actually stopping our operation pretty bad. We need help! Regards, Franco

• Maintenence of a contact in Zoho CRM

  Hi, Can you advise if there is a way to trigger an alert a year or so after a contact was created in Zoho CRM, so that the contact information can be checked if it is up to date?

• 【Zoho CRM】データのエクスポート機能に関するアップデート（エクスポートデータ数の上限増加など）

  こんにちは！サポートチームが作成した「Zoho CRM のアップデート情報」の中から１つ取り上げて紹介します。 データのエクスポート機能に関するアップデートのお知らせ：https://zurl.co/BqeM *当機能はZoho CRM 全てのプランでご利用いただけます。 ◾アップデート内容 1.エクスポートの上限数が200,000件に これまで各タブのエクスポートデータ数は最大3,000件が上限でしたが、(それ以上のデータをエクスポートするには、レポート機能やバックアップ機能を利用）最大200,000件までエクスポートできるようになりました。

• Populating fields in Zoho CRM

  We are using Bookings together with CRM and want to collect more data from the customer and automaticlyly populate the corresponding fields in CRM. For this to happen I want to be able to link fields between booking and CRM This would save us a lott of work. Joachim

• Adding Subscriptions Data to CRM, in Fields which can be used in Campaigns

  We are launching SaaS services. The products are built in Billing, they synchronise correctly to CRM, and can be created from CRM. However, the data displayed in CRM about the subscriptions cannot be synchronized to Campaigns, which we need to manage

• how to change ownership for all accounts? crm

  What will happen if person A own all account as a manager and this person will resign or will delete his account at Zoho. Will I loose all accounts created by this person (manager)? Is it possible to transfer all accounts (with one click instead of doing

• There is some method for to catch a BluePrint Transition?

  Hi People I've been trying to detect when a user clicks a transition on a details page. I am using this code in clientscript, but I just realized that it only serves to know the transitions that exist in the page details, but does not indicate which one

• About Chile TimeZone

  Hi Team Today Chile is GMT-3 , because we got a change for our TimeZone, when i review Zoho CRM, the timezone is correct, but if i review Flow i see other, please look the pictures Why the difference???, or the time zone in flow is the same for zoho crm??

• MANDATORY_NOT_FOUND error when trying to insert data

  Hi, I am trying to use the CRM api to insert a lead record. I have checked that the mandatory parameters are 'Company' and 'Last_Name' (as per the fields on the CRM page) I still get the error code : MANDATORY_NOT_FOUND, api_name: data, message: "required field not found", status: error. Here's my dummy json {     "Mobile":  "5555555555",     "LeadOwner":  "leadOwnerleadOwner",     "Salutation":  "Mr.",     "Full_Name":  "firstName customLastName",     "First_Name":  "firstName",     "Company": 

• How can I rename and/or duplicate a mail merge template in ZOHO CRM

  Hi, The title says it all; I don't seem to find the option to duplicate or rename a 'mail merge temple', please advice what i need to do to achieve this, Best regards, Erwin

• Is it possibly to edit the meeting invite email template?

  Hi there, I'm really struggling to find where to edit the meeting invite template. I find that the one that is sent is very basic and doesn't provide enough information to our customers. However, I do like the ability to be able to accept or decline directly

• 【Zoho CRM】「メールの信頼性のレポート」の紹介

  こんにちは！弊社サポートチームが作成した「Zoho CRM のアップデート情報」の記事の中から１つ取り上げて紹介します。 メールの信頼性のレポート機能リリースのお知らせ：https://zurl.co/zoTu *当機能はZoho CRM スタンダートプラン以上、 すべてのデータセンターでご利用いただけます。(2023年10月時点) ◾️️機能概要 Zoho CRM の各組織から送信されるメールの信頼性向上につなげるための機能として、「メールの信頼性」レポート機能が追加されました。 このレポートでは、メールの到達・不達状況や信頼性に関する指標データを確認でき、

• Separate records after Deal Owner Name typo fix

  One of our users in the CRM changed a typo in her name, more specifically a double space between first and last name fixed to only one space. While we expected that the Deal Owner Name from all CRM tables would be changed to the correct version, instead

• Sandbox / Zoho CRM / Analytics / Api Name / Possible bug

  Hi Zoho Team For SANDBOX, exist analytics or something method for to access the data?, i have a doubt when i created a custom module and api fieldname, when i try to access to specific fieldname using the api name for that module, deluge claims error,

• Configuration CRM

  We have not been able to configure Dkim, my company uses Microsoft 365 as a mail administrator and another company as Hosting, I am told to create a selector but our company does not allow it and I don't know if Zoho does not work in these cases or if

• Question about ZOHO Accounts

  Hi guys, Shall I add people in Accounts before lead has been successfully close or after closing the lead I should add concern people in Accounts.

• Should I add leads generated for marketing survey on ZOHO CRM.?

  Hi, I'm conducting marketing research from a market and I've meet with certain number of people. The objective of this marketing research interview is to understand pain points of my target customer. My question is, should I add these leads on CRM or

• 【Zoho CRM】Microsoft Office 365 カレンダーの同期機能に関するアップデート

  こんにちは！弊社サポートチームが作成した「Zoho CRM のアップデート情報」の中から１つ取り上げて紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●Microsoft Office 365 のカレンダーの同期機能に関するアップデート 　https://zurl.co/T2hX ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ Microsoft Office 365 連携における機能の１つとしてZoho CRM のカレンダーとMicrosoft

• 【Zoho CRM】キーボードショートカット機能導入のお知らせ

  こんにちは！弊社サポートチームの情報をもとに、Zoho CRM のアップデート情報を紹介します。 今回は、キーボードショートカット機能について取り上げます。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●キーボードショートカット機能導入のお知らせ：https://zurl.co/Ftxq *この機能は無料プラン、 全てのデータセンターでご利用いただけます。(2023年10月時点) ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ■ どのようなことができるの？

• Zoho CRM v4 COQL query: subquery always returns all results

  There is a bug with subqueries that they always return all the results. They are essentially ignored. You can test with the following COQL query: { "select_query": "select id from Purchase_Orders where id in (select PO.id from Purchase_Orders AS PO where

• Invokeurl Basic Auth in Deluge

  Hi Team I need how to use invokeurl for to create a Basic Auth, for example, the payload no problem, but the headers is my doubt username: user001 password: ghghgjg777 response = invokeurl [ url :"https://someurl/a.xlxx" type :POST parameters:payload

• About timeout for running function into after section on Transition

  Hi Zoho Team I would like to know how much time have a function for to do a work when is called in after section on transition? , Although my question may seem strange, it sometimes happens that a user's request to do a great job of sending information

• Log Call Data in CRM?

  Is is possible to automatically log calls from mobile devices that have the CRM mobile app back to CRM account AUTOMATICALLY? I want to be able to report and view incoming/outgoing calls to contacts/leads/potentials by Agent for auditing purposes such

• How to update the lookup field of a record using Zoho CRM Client Script.

  I have two modules: Payments_Received In this module there is a lookup field to Instalments Instalments In this module there is a lookup field to Payments_Received What I am trying to do: I want to setup a client script on the edit page, trigger is onSave,

• CRM Quote/Invoice Email 'Send-to' Auto fill

  Hi all, I'm looking to find out two things - how to populate the dropdown of the email dropdown, and then how to automate this process, I have the email to fill out that field with. My main requirement is to be able to get a lead from SalesIQ, manually

• Resync Accounts and Contacts on Finance Suite integration

  Greetings everyone! I found myself in the next situation: My customers list is already uploaded on Inventory and their subtype may vary between Individual and Bussiness. When Finance Suite integration was enabled with Zoho CRM there was the following

• CRM customer login from zoho crm to our portal and get global api key which get use in widget invoking

  Hello Team we have created widgets for zoho crm extension. which are simple forms that send data to our server for further process, now what we wanted do is, CRM customer login/singup from zoho crm to our portal and get global API_KEY which get store

• Chart your path to Zoho CRM success: Classroom training now open in multiple US cities

  Greetings from the Training and Certification team! As you turn to a new page on your calendar, it's time to look ahead to new opportunities. We're excited to present another fantastic set of trainings to wrap up this year. Our fall courses promise to

• Shopify Variables - Abandoned Cart

  I'm working on creating some Flows to take information from an Abandoned cart in Shopify and create a lead to follow up with in Zoho CRM. The trigger for Abandoned Cart does NOT contain any variables pertaining to the Line Item/Product/SKU/Etc. However,

• Detect success or failure of script execution when pressing a transition

  Hi team I need to know the following, I have a transition button on blueprint, where in the after section I must assign a function, at the time of its execution, the function must indicate the success or failure of its execution, in the case of success

• Get CRM image download URL

  I am trying to get an image uploaded to a CRM module to attach to a Writer merge field. I had it working at one point, but it stopped. I have used a basic image upload field, file upload field, and the attachments section of the module. I can get the

• How to Get Multi-User Lookup Field Value in Client Script?

  Hello, In Client Script for Zoho CRM Opportunities module, I can easily get the selected values of a Single-User Lookup Field: let selectedUser = ZDK.Page.getField("Proposal_Owner").getValue(); // {id: "123", name: "Taha"} But when I do the same for a

• Web Tabs Not Displaying Page Content

  We are experimenting with Web Tabs.  The first URL I tried was for Projectmanager.com.  Not all pages on that site display properly in the Web Tab.  Are there limitations as to what Web Tabs can display?  Do I need to add modifiers to the URL?  See the attached screen captures to compare.

• Date time field manipulation in custom Deluge function

  Hello, I'm having trouble manipulating the date-time field in a custom function. I want to do a seemingly simple thing like add minutes to a date-time value but it keeps returning unexpected results. Even basic date-time functions like getTime() don't seem to be working as expected. When I do info on the date-time field "2020-09-15T14:00:00+10:00". However, when I use getTime(24) on this it returns "00:00". Why? According to the documentation this is not meant to happen, it should return 24 hour

• Tip#6: Caller ID for iOS CRM app

    Sales reps work with and manage numerous business contacts on their phone that at times it can become overwhelming to figure out who is calling. The caller ID feature on iOS enables the sales person with key CRM information before they answer the call.

• Apple Contacts Sync

  Greetings from Brazil! Is there a way to sync Apple contacts and Zoho CRM contacts? Or, at least, a simple way you know to import all contacts very often with duplicating them? Thanks a lot!! Denis

• Is it possible to pass the labels of my contacts in zoho campaigns to my contacts in zoho CRM without having to perform an export and then an import?

  I currently have a connection to Zoho CRM and Zoho campaigns, and I carry out automated campaigns, for which I create labels, how can I view these labels in my CRM for my sales team?

• Mail Merge Fillable Fields updating CRM fields

  Hello All, We use Zoho Sign with mail merge templates to send contracts for signature to our clients. I would like to know if its possible to have a fillable field (Checkbox) in the document that could update a field in the Contacts module on Zoho CRM

• Pricelist with CRM and Books

  WE finally managed to get get quantity pricing sorted in books by using price list- brilliant. Moved all the products around and tested in Books . Brilliant. BUT - my staff often create invoices over the phone from within CRM. When we tested this it gives

• How i can show a Window with html message? / Client Script

  Hi Team I want to show a message to the user but a html table code, similar to the following source code: const winHtml = `<!DOCTYPE html> <html> <head> <title>Compración de Datos</title> </head> <body> <style type="text/css"> .tg {border-collapse:collapse;border-spacing:0;}

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