• No emails in contact timeline?!

  I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows only

• Zoho CRM - webhook limit

  Hi, where to find information about total webhook notifications used this day? Something like ZohoCRM API Calls (e.g. 123/4500)? Best regards

• ¡Aprendiendo juntos! Gracias por asistir al Workshop Zoho CRM Plus en Madrid

  Agradecemos a todos los asistentes que participaron en nuestro Workshop CX (¡también a los que no pudieron unirse en el momento de la foto!) de formación de Zoho CRM Plus en Madrid, los días 20 y 21 de mayo. Fue un verdadero placer contar con vosotros,

• CRM - Leads vs. Contacts

  Will someone who is using CRM now please comment on the practicality of using both leads and contacts.  I am assuming that "leads" are the original people contacted and "contacts" are all the other people involved in the sales cycle.  The descriptions are not incredibly clear. What is the suggested hierarchy for setting up the CRM to start with? Thank you!

• Can we create a dashboard for only Kanban view?

  I'm looking to create a dashboard for Kanban View to check the performance of the sales team by using different statuses.

• How to update CRM record from fillable template

  Hi community, Context: I have a pdf fillable document with 300+ fields in Zoho Writer. I've recreated these fields in the Deals module of Zoho CRM. Complexity: Some fields are mapped and prefilled from the Deals module, while fields others are captured

• Zoho CRM SDK in Angular

  I want to integrate Zoho CRM SDK into my Angular16 client-only app, mostly for the purpose of listing/getting data from various modules. However, due to the documentation are quite lacking and mostly outdated, I couldn't make them work. As a start, I

• CRM/Reports Multi-select Lookup Fields

  Hello, Is it possible that multi-select lookup fields (recently added to Zoho CRM) will become available within Zoho Reports? I have looked at adding them through Data Sources - Zoho CRM, but they do not show up under the modules in setup. This feature would be highly beneficial, as I need to create reports based on these fields and must currently export to a third service rather than doing all reporting within Zoho.  Thanks! Kayla

• Creating a contacts list in Campaigns based on Account segmentation

  Hi, My client has accounts in CRM in various sectors. Within each account, there is a field stating which sector an account belongs to. We would like to create contact lists from accounts, based on the value of each sector to create relevant campaigns

• How do I map contact details for more than one contact (forms to CRM integration)

  I am currently finalising a membership application form on zoho forms and I have come across an issue. On the form participants can submit contact details for more than one person. We need these to be mapped and pushed through into the CRM as new records

• Retrieve Multiple CRM Related Records via Zapier

  I have multiple Vendors associated to each Deal via a connecting table. I need to filter those associated records by a certain parameter (pick list in the connecting table), and then create line items of each of the associated records from the connecting

• CRM - Quantity in Stock zero

  I can't create invoice in CRM, all Products show Quantity in Stock zero, although I have Items on stock in the Inventory module. I get this when trying to save invoice:

• Zoho creator - ajouter les infos de zoho crm avec le champs RECHERCHE

  Bonjour à tous j ai fait ma connexion zoho creator zoho crm . Dans zoho creator je veux selectionner dans le champ RECHERCHE une societe presente dans Zoho CRM COMPTE. J ai pu faire le necessaire et les noms des comptes apparaissent, cependant j aimerais

• Formula Field Date Compare from a date field to Today

  Is is possible to calculate the no of weeks between one date and 'Today' in a formula field in the CRM? I have a formula field calculating correctly when comparing two date fields (i.e (((Datecomp(${Vendors.Actual end date},${Vendors.Start date})/60)/24)/7) but I don't want to add another pointless field for today's date. So ideally it would calculate something like this (((Datecomp('Today',${Vendors.Start date})/60)/24)/7) but that doesn't work. Any ideas welcome!

• Is there a way to Blacklist clients?

  Is there a way to add clients (accounts) on a blacklist, for example if they fail to pay? I was thinking perhaps creating a 'Blacklist' button that could be ticked, and once selected prevents a Deal from being made for that particular account. Is there

• Getting the correct status of Books in Zoho Finance in CRM

  Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to

• Pass data (zoho record id) from Zoho CRM to Web tab widget

  I'm developing a widget which will be hosted in zoho crm and open form button click. My question is how can i pass zoho record id (e.g. contact Id) from detail view page to a Webtab widget? I've tried using following JS SDK function which returns false. var message = { arg1:"Argument 1", arg2:"Argument 2", arg3Nested:{ subArg1:"SubArgument 1", subArg2:"SubArgument 2", subArg3:"SubArgument 3", } } ZOHO.CRM.UI.Widget.open({Entity:"WebTab1_Widget",Message:message}) .then(function(data){ console.log(data)

• Classical View problem for SuperAdmin using Zoho CRM

  Suddenly in home tab, selecting classical view shows "Without Permission to see this compenent" . I´m the Super Admin user. Could you help to solve this?

• How to update custom field for each invoice item by deluge ?

  I have below code to try to update custom field named "Com". When I run it, I get this error message "{"code":15,"message":"Please ensure that the invoice_items has less than 100 characters."}" The reason I tried this way is because I didn't find how

• CRM Kanban Views and Functions - Stipulate default pipeline and Archive

  #1: For us, the fact the the CRM Deals kanban view defaults to "All Pipelines" is useless and confusing. We wish it would default to the "default pipeline" view. We have a couple of pipelines that has absolutely nothing to do with each other. So, to see

• Delivery Status Notification (Failure): Message Blocked sending from Zoho CRM

  As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.

• 【Zoho CRM】キオスク機能の紹介

  こんにちは、コミュニティチームの鳥越です。 電話連携の投稿では、ご質問およびナレッジを共有いただいたユーザーさんありがとうございます！電話連携は、こちらのコンテンツも参考になるかと存じます、ぜひご覧ください。 さて今回は、Zoho CRM アップデート情報の中から以下を取り上げます。 【Zoho CRM】　キオスク機能リリースのお知らせ *適応環境：エンタープライズプラン以上 ◆キオスク機能とは？ 特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。

• Add attachment to CRM Deal?

  I would like to add a link (URL) to a WorkDrive folder as an attachment to deals in CRM. Is this possible?

• Notes from one module to another

  I have a module called "Potentials" which when the status changed to "Closed-Won" will be automatically converted in to a "Patient" (Custom module) using a custom function. I need to move the notes from the "Potentials" record to be moved to "Patient"

• Timesheet option in zoho crm

  Recording a timesheet against a job is very crucial for every business because it will help them in billing the client accordingly and also it keeps a track on how much time a user is exactly taking in marking the job as cloed. Currently in crm there

• Update on Links in Portals?

  There was talk that Zoho was going to implement external links and buttons into Portals. Some buttons linking to external websites and Google Maps would be great. Any idea when this is happening? Also, it would be great if there was a general text field

• Zoho User Group (ZUG) in-person Meetups - APAC Region

  Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registration

• Stage Bar not Showing in Leads and Custom Module

  In Sales, it shows the process bar when Blueprints are not activated. However, it is not showing for Leads and custom modules. Is there a way to turn it on for Portals in all modules with a Stage field? Its really useful.

• Daily User Activity Reminder Email/report

  I'm trying to create a report that we can send every user which will show  their individual "Todays Tasks and Events". Currently, we have a lot of workflows and schedules set up which send individual "Task Reminder Notification" emails throughout the

• From Bigin to ZohoCRM

  I have been using Bigin for quite sometime and few other Zoho app so i eventually purchased the Zoho one and I believe migrating to Zoho CRM would give me more integration among the many functions and apps, the question is what is the best process to

• Is there a way to remove the client share button on the Notes section?

  Currently we don't use it, and sometimes it's pressed by mistake. Is there a way to remove the client share button from the Notes section in the CRM?

• 【CRMアップデート】Google Chat 連携機能リリースのお知らせ

  こんにちは、コミュニティチームの鳥越です。この投稿ではサポートチームが作成する「Zoho CRM アップデート情報」の中から、以下を紹介します。 【Zoho CRM】Google Chat との連携機能リリースのお知らせ *適応環境：中国を除くすべてのデータセンター、有料プラン(2024/4/8現在） Google社が提供するチャットツールGoogle Chat とZoho CRM の連携機能です。 Google Chat を通じてZoho CRM のデータや情報をすばやく共有でき、営業活動に必要な作業を円滑に進めることができます。

• Thinking about switching our company from Salesforce to Zoho CRM

  I am a sales manager and have 7 reps on my teams. We are looking at new CRMs to use and I had a few questions. 1. How can I sync my company gmail account with my Zoho account so I don't have to manually add all my contacts into Zoho? 2. Is it possible

• Adding more addresses in Accounts

  Hi,  I am not an API developer but involved in setting up Zoho CRM. I am trying to allow customers to add more than 2 addresses "Home & Work", whichever the client wants to add such as "Friend address or Parents' address...etc" those are optional, something

• 【Zoho CRM】レポート機能のアップデート：エクスポート回数の増加・定期レポートのメール文カスタマイズなど

  こんにちは！コミュニティチームの鳥越です。今回はサポートチームが作成した「Zoho CRM アップデート情報」の中から、以下を紹介します。 【Zoho CRM】レポート機能に関するアップデートのお知らせ *適応環境：すべてのデータセンター、プラン 1.グループ化オプションの追加：月ごと、日ごとのグルーピングが可能に レポート作成時におけるデータのグループ化において、以前は年月別(例：2023年1月、2024年1月など）で括ることは出来ましたが、それに加えて"1月、2月"など、年を問わない月単位でのグルーピングができるようになりました。

• #BiginnersTips | Elevate your CRM workflow with Bigin's checklist feature

  Sometimes, a process is as good as the people following it. Whenever you work on any deal or onboarding task, you are mandated to complete a set of activities before you move the record to the next stage in the pipeline. For example, when you move a deal

• Zoho CRM no longer finds company name when adding new contact

  I have 100+ company names listed under clients in my Zoho CRM account. Since recently, Zoho no longer finds the company names for existing clients when adding a new contact in the CRM system. Instead I can add the same client name for a second time, creating

• Deals not showing up in Module picklist on new Webform

  As the subject says, I cannot select a Deal object from which to build a webform?  I am the administrator... I don't understand why the Deal object would be hidden from selection here. See screenshot.

• Silos within Zoho Development teams for different Apps?

  Hello, We started new with Zoho ecosystem. It is wonderful experience to see how every aspect of business is accommodated. At one end, when one gets excited to see the requirement covered; however that experience is not consisted across apps. One such

• Zoho CRM + Infor Syteline

  Looking for possible solutions/successes in connecting Zoho with Infor, the CRM and ERP (Syteline), systems our company currently uses. Thanks for any input.

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