• 【Zoho CRM】通貨機能に関するアップデートの紹介

  こんにちは！本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の記事を紹介します。 【Zoho CRM】通貨機能に関するアップデートのお知らせ *アップデートは、以下の環境fr適用されています。(2024年1月25日時点)　 　ーUSデータセンターを除く、すべてのデータセンター 　ーZoho CRM 無料、スタンダード、プロフェッショナルプラン ●Zoho CRM 通貨機能とは？ 商談や見積書データにおいて、複数の通貨を使用して管理できる機能です。 例えば、取引先の通貨（例：アメリカドル）に合わせて商談の見積書を作成できたり、各国の通貨ごとに売上レポートを作成できます。

• How to get values from a Subform when use ZDK.Apps.CRM.Sales_Orders.fetchById ( Deluge Client Script)

  Hi Folks, I´m working with two modules Sales Orders and Cases, and I´m needing get from Cases Form the values recorded in the field product_description located in a subform Product_Details in Sales Order module to do a comparation . I´m using this piece

• How to get ID of the CRM record created in Client Script

  Hi! How to get ID of the CRM record created in Client Script? New record created successfully, but I can't get data from the var resp: var module = new ZDK.Apps.CRM.Contacts(); module.Name = "Test Name"; ... var resp = module.create(); log(resp); //in

• Products as Services with no stock

  Is there a way to customize Products module for a company which sells services? I need to remove all Stock Information data, because services can't be quantified or stocked. Our services are educational courses and can be quantified in levels or/and time. Do I need to purchase Zoho Subscriptions or I can do that using custom product module? Can you help me? Thanks.

• 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 described

• Zoho CRM and Wordpress portal integration?

  Hello Zoho team, our organisation is planning on adding a customer section to our website that's hosted on Wordpress. We want to achieve the following features:       1. Contacts that are in our CRM should be able to login with their Email and password.

• How to use workdrive api in crm widget?

  Is there a way to integrate WorkDrive API into a CRM widget? I'm currently developing a widget for the CRM platform and utilizing the JS SDK as detailed here: JS SDK Documentation. My goal is to create a new directory in WorkDrive for each account and

• CRM Widget In Zoho Mail

  When I try to link an email located in a shared mailbox to a contact or a lead with the CRM widget, I have an error "Oops! something went wrong"

• Zoho CRM not showing received emails

  Greetings, We're using the free edition to test the software and it seems that our emails are sending and receiving the emails correctly on Zoho Mail. Anyways, if we try to see the log on contacts/leads for sent/received emails, we can only see the sent

• Using Lookup fields - Zoho Forms & CRM Integration

  Hello, Is there any option/workaround to use the LookUp field on a Subform from my CRM Module on Zoho Forms? All the fields in the Subform are able to map on Zoho Forms, but the LookUp field is not showing. Thank you.

• 【Zoho CRM】設定画面が大幅に刷新されました。

  こんにちは！本投稿では、サポートチームが作成した「Zoho CRM のアップデート情報」の記事を紹介します。 【Zoho CRM】設定画面に関するアップデートのお知らせ：設定画面が大幅に刷新されました。 *当アップデートは、全てのデータセンターに適用されています。 *表示される設定メニューやセクションは、利用中のプランによって異なります。 Zoho CRM の設定画面において、セクション名・メニュー名の変更や配置などが変更されました。 設定画面を開くと以下のようなガイドが表示されるため、既にご存じの方も多いかもしれませんが、変更点を何点か紹介します。

• Zoho User Group (ZUG) in-person Meetups - MEA region

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

• Zoho User Group (ZUG) Meetups in APAC - Zoho CRM & Email Integration

  Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to

• CRM Forecast Total Target does not update and is always 0.

  Hello! I've noticed that the Total Target, Total Achivement and Overall Gap sections of a Forecast in Zoho CRM are always empty, even though i have filled targets in the forecast. Why is it not updating? Could it be a bug or something? I have attached

• Call Function When Lead is Convert

  Hello Team Problem Statement:- can call a custom function when a lead will be converted using System Convert Button. if someone has any suggestions, please give your suggestion in a comment. Thanks & Regards Piyush Goyal LinkedIn Zoho Developer || 3+

• Error when saving Canvas Design "Data loading is still in progress. Please save the view once it is complete"

  Hi I'm trying to save a canvas view but I keep getting the error message "Data loading is still in progress. Please save the view once it is complete". I've waited, reloaded, rebooted, cleared cache and still get the same message. Any help please? Thanks

• Zoho User Group (ZUG) Meetups in India - Zoho CRM & Book Integration

  Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to

• My scaling formula doesn't work cannot figure out why

  if(${Accounts.Total Premium 22 Manual} <= 10000, ${Accounts.Total Premium 22 Manual} * 0.10, if(${Accounts.Total Premium 22 Manual} <= 25000, (10000 * 0.10) + ((${Accounts.Total Premium 22 Manual} - 10000) * 0.08),))

• Migrating from FileMaker

  Hi, I have the most basic FileMaker database of customers that I want to move to Zoho. Not a database expert so requesting help with the move. Prefer hands-on, with screen-sharing if possible, is that something a Zoho user can do for me? Are there independent

• CRM birthday reminder?

  Hi, Is there anyway I can get a birthday reminder for my CRM contacts? (So I can then personally wish them a happy birthday) Something like an email reminder would be great.

• API has a sandbox environment?

  Hello! I've need do some unit tests and I think that is better call the API into a sandbox environment. It's exists? Which is it endpoint? Thanks!

• Issue Viewing Attachments in CRM

  Hello Enterprise Community! At 12:23pm CST today, our team identified an issue an issue today related to viewing attachments within CRM. This issue is affecting some but not all users. We are working diligently to resolve and determine the root cause.

• Zoho CRM running very slowly

  Our Zoho CRM is running incredibly slowly within the office, this began on Friday but is still occuring now. Loading the page will take minutes and even email templates are taking a while to appear once selected. Is this a known issue?

• Add a dynamic section in mail merge

  How to add a Dynamic section in mail merge if a certain option is selected in the deal module? will this action be performed in Zoho Write?

• Subforms and Multi-Select Lookup Fields

  Hello everyone! In your experience, what is the best way get the data from a subform (only 1 column) and put it in a multi-select lookup field? Thank you!

• CRM and Forms integration, using lookup fields on subforms

  Hello! Here we go! On Zoho CRM I have 2 modules: Trailers and Forms. My trailers are identified with a field called "Trailer Number". The Forms module has 2 subforms, both connected to Zoho forms, where: 1st, my customers can drop up to 4 rows of contact

• Back up of all Zoho data

  Good day I wish to have a back up of all files stored in the Workdrive. I would also like copies of all my emails but I seem to recall that's not possible. if you could tel me, step by step, how to do the Workdrive back up I'd appreciate it. Cheers Doug

• Reference or Disable the cancel button in editing

  Hello, I'm having an issue. I created a button with the function to switch from one module to another, and when this action is completed, it opens the record in edit mode with the information already filled in. However, when I click on the cancel button,

• Calculate Age by Current Year Deluge

  # Tips of the day Calculate the Age from the current year Birthday = "10-Jan-2006".toDate(); age = zoho.currentdate.getYear() - Birthday.getYear(); if(age >= 18) { info "Approve"; } else { info "Under Age"; }

• Explore Bigin APIs in Postman

  Hello all! We're thrilled to introduce our new Bigin API Postman collection, tailored to make your API testing experience smoother than ever. If you're already familiar with Postman, you know it's a widely used tool in the API ecosystem that provides

• Simplifying complex report writing

  I'm not sure that there is an easy way to do this in Zoho but thought that people in here might be able to help - Zoho has so many products that maybe it can be done by linking to another. So the scenario is that we have to at regular intervals write

• 【Zoho CRM】ワークフロー機能で、Zoho Flow による実行処理が追加されました。

  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。 ワークフロー機能に関するアップデートのお知らせ：Zoho Flowによる処理が追加されました。 https://zurl.co/vwKe *この機能はZoho CRM エンタープライズプラン以上、Zoho CRM Plusでご利用いただけます。(2023年12月1日時点) ■ アップデート内容 Zoho CRM のワークフロー機能において、"ワークフローが実行する処理"として新たに"Zoho

• Client Script setValue for Disabled Input

  Hi, In the Zoho CRM Deals module, I have a field, let's call it "Result". This field is filled automatically using Client Script's onChange Field Event, when the field C is changed, even before saving the record. My code is as follows (simplified for

• Zoho CRM Circuits OverView - Zoho CRM

  #Tips of The Day Today's Post we will see what is the use of Circuits inside the Zoho CRM and how we can use them. Circuits is Automation process inside the Zoho CRM which can run your workflow, Function Automatically with the condition and the Wait time.

• Working with my meeting dasboard

  Hi, I've schedule a meeting with a client and create a it on ZOHO CRM under open activities. Later, the closed activities update of that meeting is still showing up in my meeting dashboard. My question is why didn't it disappear from my meeting dashboard

• Other Zoho products supported for Vertical white label resell

  Hi, I am currently building a vertical CRM, I currently am a Zoho one users and make use of many great Zoho products within the suite and so understand how these would benefit many companies that might like my vertical offering.  I would like to see the

• Lead Id not being pulled from Facebook into CRM

  Though Zoho Social pulls the leads from Facebook, I think it is not possible to attribute the conversions back to the Facebook Ad as Zoho Social does not pull the lead_id from Facebook. https://developers.facebook.com/docs/marketing-api/conversions-

• Workflow Report

  Is there a way to generate a Workflow report that shows - Alerts that have been triggered and details of who it was sent to - Tasks that have been triggered and details of the task - Next workflow step that is due and for who? Thanks, Ryan

• 【Zoho CRM】Zoho Calendar 、Zoho Recruit のカレンダーとの同期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。 【Zoho CRM】カレンダー機能に関するアップデートのお知らせ：Zoho Calendar とZoho Recruit のカレンダーとの同期がアップデートされました。 *当機能はZoho CRM スタンダードプラン以上でご利用いただけます。 * Zoho Recruit: Zoho の採用管理システム ■ アップデート内容 1. 同期するカレンダー・予定の選択 Zoho CRM とZoho

• CRM & Recruit

  Hi Everyone, Can anyone from a Recruitment Agency provide some insight on what workflow they use to work with CRM and Recruit? Currently - we use Recruit for our Job Board and emailing candidates on opportunities. We would like to use CRM - but it seems as though there is a lot of double up / confusion by Zoho on how recruitment actually works as a service. As a recruitment agency, we have the job board on the website. So the following happens: Candidate applies to job Comes through to Zoho Recruit

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