Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
Nifty enhancements to Reports in Zoho CRM
Dear Customers, We hope you’re well! We are here with a line of useful enhancements to Reports in Zoho CRM that are readily available to access. Include or exclude Record ID in the report export Display currency fields in record currency Capture report
How do I synchronize a quote to an opportunity?
Hi everyone, We don't quote anything via Zoho but we use it to track services/products so that I can see what was actually sold, vs an opportunity with just shows an amount. We use the quotes for other purposes, mostly to request a quote from Salesforce but we don't invoice or do sales orders or anything. (Basically a user makes a quick quote in Zoho, adds items and pricing, and then exports to PDF which gets emailed to our Quote Desk who then enters the request into Salesforce). Just wondering
Zoho CRM Webhooks - Dynamic URL
Hi Zoho, We've noted a gap in the webhooks function that if improved would increase use cases significantly. The "URL to Notify" field in "Create a Webhook" only supports static information. We have a number of use cases where we could use webhooks more
CRM Feature Request
When enabling Translation in Zoho CRM I would like to see the ability to remove the language "English (US)". I have encountered a user experience issue with a client recently. The client uses English (UK) but they are based in Spain, so they have activated
Different Canvas for Different account type
I would like to have a separate canvas for Customers and Resellers that auto-applies when I enter an ACCOUNT. Is this do-able?
IMAP sync issues in Zoho CRM
We are using the Zoho CRM for a while, and we sync (via IMAP) our Google Apps email system. The sync works properly when looking at emails per account, contact or deal, etc. However, it does not function well in the "Messages" and "SalesSigns" features.
Sending Email with Attachment (PDF, Excel file)
Hi, I'm new to Zoho CRM and I'm setting up a flow to send an Email with Attachment when user reaching a certain stage of a Deal. In detail, I've created a Blueprint which requires user to attach a PDF file when reaching a certain point of the stage and
Based on the Assign To time task want to trigger also reminder for the task still move form fresh lead
If the leads is assigned To 1 am to 10.55 am task want to create 11am Then reminder want to go the person at 4pm If lead status not moved from fresh lead. From next on wards Reminder want to go 11 Am and 4pm Every day still the person moved to fresh lead
Create a button that converts Sales Order into a Custom Module
I am looking for a way of creating a button on Sales Orders that would automatically create a record in a custom module I have created called Contracts. The custom destination module "Contracts" has the following fields that I would need to populate [Contracts Name] populate with SalesOrderID [Account Name] populate with related Account Name [Contract Start Date] populate with the date that the record was created Could someone help or point me in the right direction? Thanks
Remove all of the junk data that comes with the trial
How would I go about removing all of the junk data that comes with the trial of zoho crm?
Unable to Download CRM Contact Data: WorkDrive Integration Issues
## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues
CC from mail client to Zoho CRM
Hi, Is it possible to have emails sent outside of CRM use a CC that sends them into the CRM and attaches to the record? Thanks
Unable to update Created Date/Time even via upsert
hi all --- running a demo version and "recreating" some data from hubspot. I had tried the method to automatically move data over but it missed A TON of fields and some stuff wouldn't even map correctly so i am simply creating new Deal records to test
Kaizen #196 - Zoho CRM Queries - Best Practices
Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got
How to assign canvas view for portal user
Hi , as a portal user, I can switch to another canvas view, however, I cannot find any field to configure a default canvas view for portal user. May I ask how to set it up in CRM? And if I can view list by sheet view as a portal user?
How do I assign a parent to an existing campaign?
I created a campaign but now I'd like to make that existing campaign a child of another. How can I do this?
Can't add picture to email template. Says I'm over the character limit.
I tried creating an email template with a picture and it says I'm over the character limit. The picture is pretty small. What can I do?
Automatically moving Leads into their corresponding buckets
Hi, I have developed a lead pipeline and created different cadences for various lead segments. After enrolling leads into their respective cadences, each lead goes through a series of follow-ups (in my case, three emails). If a lead does not respond after
Tracking Email Template usage
I'd like to be able to track how many times agents/users send an email from Templates. This is so we can track their activity in relation to Campaigns in CRM. Thanks
If leads are assigned to a person before 4:00 PM and the stage is "Fresh Lead", then an email should be triggered at 4:00 PM to all assigned users. If leads are assigned after 4:00 PM and the stage is
If leads are assigned to a person before 4:00 PM and the stage is "Fresh Lead", then an email should be triggered at 4:00 PM to all assigned users. If leads are assigned after 4:00 PM and the stage is "Fresh Lead", then the email should be triggered the
Tasks as calendar events? What about a way to verify a meeting actually happened?
I'm not sure how to best ask this, but i'm looking to add some guard-rails into zoho for the end-user. However for guardrails to be effective they can't really add extra steps for the end-user. i.e. every step that's added for the user, is another place
Attachments should sync between Zoho Finance in CRM and Zoho Books
It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the same
Introducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's
I want to cancel @mention group in the notes in Zoho CRM
Hi Everybody, I want to prevent people from mentioning a specific group in notes in Zoho CRM. We have one group called Team Sales, and although we've asked users not to mention groups, they still mention the group name. My workaround is to change the
Kaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
Setvalue() client script not working
I have created a client script on the load the record(detail view page). I wanted to populate some default information in the single line field. for that I created the client script. below is the script: var field_obj = ZDK.Page.getField( 'Designation'
Custom Module Count
We are on Zoho One. CRM says that the three modules which support Zoho Sign integration are "custom modules." Do these count against the 200 custom modules permitted by the One access to "enterprise-level" CRM features?
Stop adding Default ID column to xls exports
When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We have to
CRM for Everyone - More Actions Option to Create Record
Please consider the option create a new record for the module from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need for the "Add
Feature Requests and enhancements: Subform
By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T
Tasks View for Opportunity/Jobs does not indicate "Related To" account
How can ZoHo be setup so that when a task is created for an Opportunity, the subject automatically lists the underlying account? Right now, it's impossible to link the Account to the task when the task is created from the Job. Therefore, the open task view is inadequate. And it's a lot of maintenance to have to manually add the account to the subject...defeating the purpose of "Automated" workflow.
can i show alert when i finish running the function?
how i can show alert inside the custom function or popup notification. when i use alert inside the custom function it show this error Error at line number: 2 'ALERT' task can be used only in on load, on validate and on change actions
Client Script Operate Timeout
Hi Zoho, I have set a client script that use for ( i =1; length < i , i++) to fetch all of the product in order I have an order have 30+ products, seems this script will be stopped when it is checking rough 10 + products because of timeout (may be). May
Import template from Zoho Writer
I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place. I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can
Supercharge your VoC analyses with data from anywhere: Modules are now sources for VoC
Dear customers, We hope you're well! Your customers talk about your brand, praise your service, criticize your offerings, or promote your business—literally from anywhere on the internet—and it has become strategically necessary to factor in all possible
Email limit reached
I'm assessing whether zoho crm will work for our startup, however I tried to send emails to my leads and after 12 emails got the notification that email limit has been reached. That is ridiculously low. Whats wrong and how can you fix that. I am still
Importing Into Zoho CRM
Do you have a list in Excel that you would like to import into Zoho CRM? If your administrator has not restricted your ability to import, the process is fairly easy to accomplish, but understanding the options can make everything go smoother. First you may need to prepare the spreadsheet Remove any extra rows from the top of the spreadsheet, like titles or blank lines. Row 1 should be the column headers. Row 2 should be where the data starts. Make sure that there is a column for any required fields
Date Import Problems
I'm trying to import products from csv/xls files, but I can't get the Sales Start Date field to import. I know the import is working because all the other information is imported, but the Sales Start Date field is left empty. I think it must be a format
Canvas and Related lists
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this
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