Recent Topics
Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
ERROR
I deleted a contact card, I want to add it again but it says that the contact already exists. I searched the records and it is not there, and I even deleted it in the trash. The email is this one:xxxxx. Please help!!
How to Automatically Populate the Deal ID in the Parent Lead After Creating a New Deal with Blueprint?
Hello Everyone! 🎉 I wanted to share a solution to a problem that some of you might have encountered. In Zoho CRM, when creating a Deal from a Lead using a Blueprint, data can only flow in one direction—from the Lead (parent) to the Deal (child). But
Chroniques de l'année 2024 Zoho France : avec vous, pour vous !
Nous vous adressons nos vœux les plus chaleureux pour une année 2025 exceptionnelle et pleine de réussites ! Fidèle à son habitude, Zoho France vous réserve chaque année de nombreuses mises à jour, des événements marquants, des activités diversifiées
Why can't I see the delivered Zoho Campaign automation email on Zoho CRM lead record?
I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,
Custom Function to Format Phone / Mobile numbers in Australian Standard format
So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this. And figured I'd share with the community This is specifically for
Kaizen #173: A Comparison of Zoho CRM REST APIs and GraphQL APIs
Hello everyone! Welcome back to another week of Kaizen! Zoho CRM offers two API architectures for its users: REST API and GraphQL API. Each of these API architectures has its own strengths and ideal use cases. In this post, we will discuss the difference
Marketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns
Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potential
How to preview a locked note? Or just lock one?
Once a note is locked there is no preview, just a blur (good). But, if there are a lot of notes, wouldn't it be good to have the title show up and blur the rest? Or am I just being dumb - do they all unlock and lock at the same time?
Linkedin Plugin
H, Is there a plugin to allow the connection to LinkedIn and simplify editing? I've looked at a few, but they all seem to be outdated and not working... What do you use or can you recommend?
Query About Updating Records in Batches via API
We are working on integrating the Creator application with an external app, and we need to update thousands of records daily. I understand that the "Update Records" API is available; however, it appears to be designed for updating multiple records with
Unable to use Sign "You have entereed some invalid characters"
Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
Remove the link between app admin roles and org admin privileges
Greetings Zoho One Team, Currently, assigning someone as an admin in certain Zoho apps, such as Cliq, Connect, Mail, Vault, or Forms (and maybe other apps as well) automatically grants them org admin privileges, even though they are not listed as org
!! URGENT My sent mail goes to spam
I tested a few times and every time I send mail out it goes the recipients spam box. Why is it marking my mail as spam? please help me ! thanks
Difference between Admin, Team leader/Manager, Clinets/user profile and roles in Zoho Project
I've been wondering to find out the difference between the key feature of Admin,Manager, and client/user in Zoho Project. I am student and trying to learn about the Zoho Project. I could not find the roles and profiles difference between this 3 users
Missing Modules such as RFQ, Purchase request and Store room
Hi, I wonder why zoho doesn't add Purchase requests module e.g. ( a lower level staff wants to request for provision of something) which can be approved or rejected by his/her manager. In case of approval, same request can be converted into RFQ. Secondly
Important updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains
Paid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
Zoho expense linked with Campaign instead of customers
Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
Export multiple Invoice PDF
As part of end of year accounting a client needs to export all of their Invoices in PDF from Zoho CRM. Do they need to click into every single Invoice and click the Export to PDF button. Is there a means of either doing a mass Export to PDF of all Invoices
How to create Sepa Direct Debit XML file: solution and code
Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
Introducing 'Dynamic display' in the latest version of the Bigin Android mobile app.
Hello everyone! In the latest version of the Bigin Mobile Android app (1.6.0), we have introduced support for Dynamic Display, which transforms the List View into a powerful and customizable visual interface. Dynamic Display: This feature allows users
CRM - Copy data from Single Line to Lookup Field
Hello, I need help to create a workflow with a custom function in order to copy value from a single value field to a Lookup Field. Module : Shipment Single value field API name : Customer_ID Lookup field API name : Account_ID WOuld be great to have some
How to Parse XML Data Returned by API?
I have several APIs integrated with my CRM and they work great. I am having some trouble though parsing data out of a large string/array in Funtions? I need to be able to pull the DeviceId and the WebSiteDeviceName from each PanelDevice. I would appreciate
Unable to add organization consultants and contractors in Zoho People
Hello Team: I am unable to add my few consultants and contractors in Zoho People. How to add these people as Users?
Why can't I see the email from Zoho Campaigns Automation under Zoho CRM Leads module?
I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,
Linkedin - Recruiter System Connect
Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?
Lead Owner not importing all users only main user
I have set up 3 users, 1 CEO, 2 Managers, all users have been verified. I'm using the Free ZOHO version. When I go to import Leads my Excel file has these 3 users listed as the Lead Owner. However when the import completes only 1 user is displayed as
Getting Data into zoho calendar from a creator app
So how do you get a date that's created in an app, for example when a site visit is due, into the zoho calendar for the field engineers.
Create deal from estimate
Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?
Lookup field, odd issue
So I tried creating and app that has the names of engineers so I can use that for a lookup in the other apps that are being created . I add the look up in a new app, launch the app and when I try to fill out the form its just blank in the drop down menu
Custom module - change from autonumber to name
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.
Automating leave alerts in Zoho Cliq
The constant ebb and flow of employee absences can disrupt projects and hinder productivity. With Zoho Cliq's leave alert automation, you can easily keep your team informed. Real-time notifications can be sent to team chats, ensuring that everyone stays
100 record view limitation
I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,
Strange pop up windows when sales order saving.
Hi, May I ask what's the meaning of this pop up window. Our client script don't have this setting..
How to increase number of contacts shown in CRM Campaign ?
Hello Everybody, I can't find a way of increase the number of contacts displayed per campaign. It is limited to 10 contacts which is very distressing when I need to update the status of several contacts. What a huge waste of time and energy Is there a
Add option "Avoid custom home pages" to profiles
We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowed
Key Highlights of 2024: Recalling a Year of Progress and Advancements!
As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
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