Add zoho analytics dashboard to home page
Hi， CRM's analytics some times are not able to fully cater data analysis. So I would like to use zoho analytics , is there any methods I can show dashboard in home page?
Adding a Button into a Column on ZohoCRM Email Templates
I cannot figure out how to add a Button into a column on Zoho CRM Email Template builder. When going into the Column section, it provides the configuration options, which include text and image variations. However, in a "Note" section below it reads:
How to Set Default Value for a Specific Field in a Subform Based on a Condition?
I have a subform called Materials, which contains a checkbox field named Charge. I want to set the Charge field's default value based on the variable g_VIP under the following conditions: When the page loads (Page.onload). When the "Add row" button is
New and upcoming updates in Zoho CRM for better customization — May 2024
Some of the enhancements will be available in the upcoming weeks. Hello all, We’re excited to announce a series of powerful new enhancements adding to the core capabilities of Zoho CRM! These updates are designed to streamline your sales processes, making
Bulk add Contacts to a Custom Related Module / Create Linked Module record
I would like to add a Button to Zoho CRM Contacts that can do the following: - Tick any number of Contacts - Click the Button - Show drop down list of Custom Related Module records - Select a Custom Related Module record - Execute - Linked Module records
You can now import data into the Calls module in CRM
Availability Editions: All DCs: All Release plan: This enhancement will be released to all customers in all DCs within the next few days. [Update] This enhancement has been released to all customers in all DCs. Hello everyone, You can now import data
Scheduling in different time zones
Hi, I'm often invited to attend webinars & telecons hosted in other countries, where the scheduled time for the event is not my timezone. In Z Calendar, Google Calender, Outlook etc etc, I have to do the timezone calculation myself taking into consideration: - if the host has provided a timezone - if the host has put am/pm - if I know what the TLA for the represented timezone - if I know the timezone, need to know how many hours ahead or behind that is from GMT - if that timezone has Daylight savings
Email Configuration 'undefined'
Hi there, I cant get my email configuration to work. Every time I input the information I just get an error of 'undefined'
App Spotlight: SMS-Magic for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. SMS-Magic for Zoho CRM Better engage with your audience using multichannel messaging. Install SMS-Magic to communicate with your customers
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
Save Button Settings In CRM Functions To Avoid Going Back To The Main Functions Page
Hi, does anyone know if it's possible to change the settings of the save button when writing a function in CRM so that it just saves and doesn't go back to the main Functions screen? Its driving me crazy. My function doesn't appear on the first few in
Write in the Voice Recording field in the calls module via API
Hello, The Voice Recording field in the calls module is a nice little improvement but it would be far more practical if it was possible to populate it via API rather than manually. Thx for considering it !
Zoho Projects Calendar Integration with Zoho CRM
My company uses Zoho CRM as their main centralized calendar. We also use Zoho Projects to manage our projects. However, it doesn't appear that the calendar on Projects does not integrate with Zoho CRM (although I can integrate Projects with the CRM).
(Cancelled) UK In-person Zoho User Group (ZUG) Meetups - Learn, share and discuss all things Zoho
Hi there, Hope you all are well. We're thrilled to announce the next series of in-person Zoho User Group (ZUG) meetups in the UK. Following the success of our first leg of meetups in 2024, where Zoho experts had the opportunity of engaging with users.
Deduplicate Accounts in Bulk
I have a number of account record duplications in my Accounts module. The built-in deduplication is one by one and tedious, definitely not built for scale. I do understand the challenges in just doing this in bulk, but I'm hoping there's a faster way.
Get Records Request Pagination problem with Notes - TOKEN_BOUND_DATA_MISMATCH
My first get request for the Notes table works fine, but when I grab the "next_page_token" from the first Json response and pass it in my request for the second page as "page_token", I get the following error: { "code": "TOKEN_BOUND_DATA_MISMATCH", "details":
Setup an automation for Membership start date and end date
I am looking to create an automation or work flow that if a membership start date exists , it should automatically set an end date for after 16 weeks ,but send a reminder to me on Slack at week 14 , to talk to a client. It would be great if someone can
Emails Settings Under Company
I would like the emails to and from the contacts associated with this company. However under Modules there is a default emails module that auto populates with settings that do not allow us to view all. The settings are defaulted and uneditable. The first
Deluge function failing field update using Deal ID
I'm receiving this error with my function and cannot understand why. Value given for the variable 'id' does not match its type at Line Number: 1 This is my function. Essentially I want to get 2 date fields from a Deal record and populate a third field
Issue with developing CRM widget
Hi all, I'm experiencing an issue with Zoho CRM widget development for our customer. The following occuers: Every account in CRM has multiple underlying modules with data. For a dashboard I want to load this data with a search query on de JS SDK. Example
サブフォームを他のタブで参照できないのをなんとかできますか？
私はコワーキングスペースを経営しており、顧客管理をzohoを使っています。 質問したいのは、どのように人に対するプランを紐付けすれば良いか、です。 朝プラン、昼プラン、夜プラン、深夜プラン、土日祝プラン、他にもオプションがいくつか用意しており、 顧客は「夜と土日祝」など、複数のプランを選択されます。 いくつ選択されるかわからないので、商談タブの中でサブフォームを使って管理するのがいいとは思うのですが、 ①連絡先タブで顧客一覧を見る時に、どのプランに入られているか、詳細を表示させたい（レポート機能を使わずに可能かどうか）
I receive the email but they don't...
Here is a workflow in CRM : - when a deal is closed in the compliance pipeline then - send an email to my mates and me
Error from JustCall API
Hi Everyone I am attempting to use the JustCall API to send messages. I have the following that I am sending to the API: message_Map = Map(); message_Map.put("body","testing message"); message_Map.put("justcall_number","+61483942873"); message_Map.put("contact_number","+61413152929");
Is it possible to integrate issabel PBX with Zoho one CRM?
Is it possible to integrate issabel PBX with Zoho one CRM?
Dashboard Report for Leads/Deals without Activities
We're trying to create a user-facing dashboard view that indicates counts of Leads and Deals missing activities. The idea is to identify Leads and Deals that have no calls in their activity history. Leads and Deals both have 'Untouched' filter parameters
Meetings: "Related to" entity types
Hello! When adding a new meeting you can specify a "related to" property. The dropdown contains "None" "Lead" "Contact" and "Others". When you select "Others" a new field appears that allows you to select Account, Product etc... We rarely link Leads or
Email Tracking and Templates from inside Gmail
Is there a way to track email opens on emails sent directly from gmail? Also, is there a way to make email templates accessible in gmail when composing an email? We used to use Hubspot Sales and it had both of these features. My reps prefer sending emails
Custom token persistence - Python SDK
Hallo, Python-SDK version 6.0 https://github.com/zoho/zohocrm-python-sdk-6.0/blob/master/versions/5.0.0/README.md#custom-persistence How can I get can I get CustomStore token persistence to work? I have used FIleStore before with no issues, but I would
All Types of People should share one table. All types of Companies should share one table.
I want all PEOPLE in the same place. It's very inefficient for Leads to be separate from Contacts. They should all be contacts, with "Lead", "Friend", "Info Source", "Media Contact", and other custom person-types in a "Type" field. This is evidenced by
Zoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
getRecords - 200 records at a time limitation - how to handle this - looking for a source code example
Hi all, Just wondering if anyone has put together the 'buffering' logic, or looping logic, needed to deal with the limitation that you can only pull 200 CRM records via the API at a time...which is obviously an issue when you have more than 200 records in your CRM. Has anyone looked at this in detail, and written the deluge script to handle it? Anyone from Zoho volunteer a solution? I think it's tricky (or at least cumbersome) without a Repeat/Until type statement for even a traditional 'For Loop'.
Kiosk Studio limit in Zoho CRM Enterprise
Hi, We are using Zoho CRM Enterprise with 30 active users. We have created 5 Kiosks and hit the limit. Why limit is so low?
Multiple Users for Portals
Is there a way to set up Portals so there can be different 'users'. So they can have an Leads access that can only be accessed by one email login (sales team), but can still convert Leads to Deals so other people in the office with a different login can
Sub-Formula Not Showing Negatives
I have the attached budget tracker in a subform, and using the forumlar: Abs(0+${Builds.Total Estimates}-${Builds.Total Invoices}) or Abs(${Builds.Total Estimates}-${Builds.Total Invoices}) but it is not showing negatives as negatives. Is there a way
assigning leads to owner based on time of day
We would like to have all leads outside of business hours assigned to person 1. The rest should be assigned to person 2. Monday to Friday (day 2 to day 6): From 8:30 am to 7:30 pm: leads are assigned to user 4972398000074706001. From 7:30 pm to 8:30 am:
"why images available in zoho website builder is less size means below 50 kb"
"why images available in zoho website builder is less size means below 50 kb"
ZOHOCRMSDK-6.0 Token issue
Hi I get an error regarding tokens when want to retrieve a record. i have a class constructor which contains this : new SDKInitializer.Builder() .Environment(environment) .Token(token) .Store(tokenstore) .SDKConfig(config) .ResourcePath(resourcePath)
Search through email contents
Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, Hanan
I need a solution with timesheets
I am currently a CRM Plus user. I run a staff augmentation business model whereby I hire a contractor and place them at a client location. That contractor needs to create weekly timesheets that, when submitted, route to a client approver for approval.
Looking for Reliable SMS add-on to Zoho CRM
Hi there - I have been using SMS-Magic but find it to be quite unreliable. Has anyone had a good experience with any other SMS add-ons for Zoho CRM? Thanks!!
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