Encryption Question CRM
Hi Folks! Are the data in CRM encrypted at rest? Or are only the fields marked Encryption encrypted at rest? And if not, I understand there is full disk encryption available for certain data centre, I believe mine is in the US data centre, will I be able
Control over top section of CRM account?
Does anyone know if we can control the settings for this top section which displays Deals and Contacts? At times, the order of the deals or contacts appear random. We would like to see the active ones showing up, not old deals or inactive contacts.
Closed Activities Call Log for VoIP Integration
I integrated my VoIP provider. After I make a call, it saves to the "Account" and not the "Contact" or "Deal". How can I have the closed activity call log show in all places?
Which SMS product/integration do you use, and why?
Which SMS product/integration do you use, and why?
Kaizen #68 - Scoring Rules APIs[Part 1]
Hello everyone! Welcome to another week of Kaizen! This week we will discuss the Scoring Rules APIs. What are scoring rules? You may have different strategies to engage with customers, make their journeys successful in your business, and to convert them
How to fetch subform data to calculate Custom/Aggregate fields
In Quotes Module, I have created a subform from which I want to fetch the data such as weight, height, width and length to calculate total volumetric weight etc. But using Formula field in aggregate function I am unable to fetch the records from subform
Send merged documents as attachments
Hello everyone, Is there a way to create documents that will have fields from the CRM record and send them as attachments through the CRM function "Send email"? Templates in settings could be created only for the email itself, not for the attached files.
Scores are now available as a record fields
Hello everyone, Greetings! We're here with a minor enhancement announcement about multiple scoring rules (MSR) in Zoho CRM. Since MSR was introduced last year, you've been able to score records in multiple layouts at once in the Leads, Accounts, Contacts,
How to open up a popup in Zoho CRM
I currently have a Zoho Blueprint for a conversion that sends a request to Stripe to create the customer, create and finalize an invoice and then send me the invoice payment link in Slack. Webpage How could I open a popup in the window so the invoice
Converted Lead Report
I'd like to create a report which shows leads created by month over the last two years that also includes leads that have been converted. Is there a way to do this? It seems to only show leads that haven't been converted!
Connect to Zoho CRM Data as a Linked Server
hi is it possible to connect Zoho crm MySQL Easy Sync to a server for backup on premise?
Transfer data to another Zoho Account.
I would like to transfer all the data I have on a single account in Zoho to another company that also uses Zoho. I want all the Contacts, Notes, Cases and Deals, open and closed, to be included as well. Anyone have thoughts?
Creating formula in Formula field
Hi, I am attempting to write a formula field that will give me one calculated result if one statement is true, else 0. Fields: "Deals.Business area" "Deals.Power - MWe" "Deals.Probability (%)" What i need as an example is, if you find in the field "Business
Not able to see ZDK.Apps in Production org whereas using it in Sandbox.
Hi Team, We're facing issues in using ZDK.Apps in Client Script. It's not visible in Production org, whereas using the same in Sandbox. Please help us in this as our feature is blocked due to this in live org and is affecting our users. I've also attached
API Get Recors of Leads Module doesn't retrieve all records
Hello, I have some problems with the api Get Records of Module Leads. https://www.zohoapis.com/crm/v4/Leads Until sunday 08/01/2023, with this API I could get all lead records, but today I can get only 4354 records out of 36710 I have in the crm. I could
When to convert lead...
We are a healthcare company and have leads who complete a meeting, then complete labs, then consultation, then prescription (order win). 1. Should we convert the lead to contact when they set up the meeting? Or after the meeting? The meeting is typically
Can I trigger a workflow based on a related record field value?
I have a string of triggered workflows to create a task on an opportunity. Task 1 gets created when Opportunity stage is changed to a value "Get Meeting". When Task 1 is completed, it triggers the creation of Task 2. When Task 2 is completed, it triggers
Recognizing Weekends on workflow automation
Hi, Many times, client wants to follow up exactly 48 hours after a lead is created except for the weekend. Does Zoho have any plan to add more flexibility to their workflow to address this limitation? Is there any other way to address this. Please advise.
Community Digest - December 2022
Hello there, folks! Here's the last piece of the pie. With this December digest, our digest series of 2022 is complete! Take a look. Announcements: New enhancements in Zia: You can now organize, measure, and scale your business activities with the help
Attachment Upload Fail in CRM
I am unable to upload a PDF attachment to a contact in CRM. CRM attempts to upload (blue loading bar), and then states "upload failed." I have restarted my browser and computer. I also tried to save the file as a JPG and the upload still failed. I checked
Unable to read Account using ZDK.Apps
I'm trying to read an account with the following line of code: let r_AccountDetails = ZDK.Apps.CRM.Accounts.fetchById(v_AccountID); I know v_AccountID is a valid account Id, but r_AccountDetails is always undefined. I've tried hard coded account ids,
Change the origin of the meeting emails from the organiser to the company or another user
Is there a way to change the meeting activities so the emails are sent from the company email address or from another user [ie the host]
'Stuck' Function
I created this function and associated it with a workflow rule - which has since been deleted - but the function still says associated and won't let me remove it? Any ideas?
Sort by Created Time Not Being Set
Am I missing something, but when I order my leads by created time (desc) it only works until a new lead is added and then it returns to the default state of order by asc. Is that normal behaviour?
Function to Map a Text Field to Pick List Within Same Module
OK, so following on from this post - https://help.zoho.com/portal/en/community/topic/simple-function-for-field-equals-another-field-within-the-same-module - I kind of have it 'half' working. My scenario is I have a Gravity Form select field that a lead
Enhancements to Motivator: Hierarchy-based targets, dashboard reordering, and more
Dear All, Hope you had a great start to this new year! Motivator is a great tool for motivating your team to achieve target goals and rewarding them with points or badges as they reach different milestones. You can define your own KPIs, set sales targets,
Extension pointers #6: Working with widgets to power up extension capabilities (Part-3)
Widgets are useful for exchanging data between the third-party applications and Zoho CRM, as well as for displaying the data on a customized basis within Zoho CRM. They let you create customized UI interfaces that allow the data to be showcased through
Default Value for Pick List doesn't work
I have a custom pick list on the Jobs/Potentials pages. It is set with the default value as one of the choices from the list. If you create (or clone) a Job/Potential, that pick list shows the correct default value on the initial setup/edit page. As soon
CRM Dashboard - Today's Leads - Change Date Range
Is it possible to create a dashboard widget/module that shows, for example, this weeks/months leads rather than just open leads or today's leads? I'd like to have a module that shows all leads for the last 7 days.
Update field to capture user that last updated a specific field
Novice here. Looking for guidance on a script that would help me find out who the last person that modified a specific field. Example: We have a custom module and I want to capture which person manually updates a specific field. Whenever 'Custom Field
Custom Module with WorkDrive Integration
Is there a way to have a custom module that has a Zoho Workrive related list? I have a custom module that is managing Legal Cases and need to store case files with custom fields.
What can be done with the Button element in CRM Canvas?
Creating deal's schedules on CRM calendar automatically
Hi there, I'm trying to create a custom function by referring to this topic. https://help.zoho.com/portal/en/community/topic/can-you-create-an-event-based-on-the-dates-of-a-deal but, somehow it didn't work. We are running a photo studio business and trying
Add multiple email messages with one click with Outlook plugin
Hello, I use the "Add email" feature in the Outlook plugin a lot and the current procedure is very time consuming. First you have to select the email, then click "Add email", then wait for several seconds while the plugin is thinking. Other CRMs have
Zeichen in Telefonfeld "()" und "-"
Wie wir nun erfahren haben, sind die Klammern und der Bindestrich keine zulässigen Zeichen in Zoho CRM Telefonfeld!? Das internationale Telefonformat (kanonisch): +49 (511) 92889-0 Aufgefallen ist es uns, dass in Zoho Books eine Straße bei einem Kunden
Leads \ Contacts on Map on Desktop - Similar to App feature
Hello, Is there a way to see all the leads \ contacts on Google Maps when working from the desktop \ web browser version of Zoho CRM? Thanks,
How to lock the deal Stage at creation (Wizard)?
I'm trying to lock the "Stage" field to a certain value so that when the users create a new Deal, they cannot modify the Stage. I've set up a Client Script, and it works when the Deal is created normally. The problem is, most users use a Wizard to create
Mailchimp Sync to CRM
Hi, After having numerous issues with Zoho Campaigns and going backwards and forwards with support and getting no where, during this time we have been exploring Mailchimp as an alternative option and we have found we are not getting the issues that we
Is it possible to know the user's group in new api v4
Hi, since the new api version we can query the groups. Is there a way to know which user is in which group? Thanks
How can we produce a lead conversion ratio report?
We would like to know the ratio of converted leads to acquired leads for each of our sales team members... Is there a standard report for this? If not, what field/attribute combination do I use to identify converted vs. leads with other status?
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