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• Recent Topics

• How do I filter contacts by account parameters?

  Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

• 🔍 How to effectively organize data in a CRM? – My approach and questions for you

  Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options

• Gravity Forms, JSON, Webhooks and Zoho Flow

  I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): { 4 : "email@email.com", 5 : "+61999999999", 6 : "emai2l@email.com",

• Introducing Bot Filtering for Accurate Email Campaign Analytics

  Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

• Report to see committed stock vs quantities on order with suppliers

  Hello Zoho Community, I am looking for a report in Zoho Books / Inventory that will show the committed stock from sales orders, and show what quantities of the same part are on order from purchase orders. I have found the committed stock details report,

• Account

  I need to know how the maximum contact records available in my subscription. Also pleas advise the process to increase Contact Records. Also I need someone to contact me, I may need to add users, but need to workout a package that would fit my budge

• Moving contacts from one folder to different folder

  I set up two folders. Uploaded CSVs and build my fields according to what I needed. My boss wanted more fields and changed the categories wants different fields added and contacts in one folder moved to the other due to reclassification. How can I do

• Custom Extension, create a trigger button in custom module to launch the app, or any workaround

  Hello Have created a custom extension , publish as private, all working But I'm facing an issue For my test I create a button in accounts or Contacts module to launch the app. But how I can handle to create same button in a custom module (not created

• Getter error message Number of statement execution limit exceed Line:(216)

  Hi, this script is giving me error message "Number of statement execution limit exceed Line:(216)". Please advise htmlpage Pay_Period_Details(PayPeriodID,AgentID,ShowPrint,start_range,end_range) displayname = "Pay Period Details" content <%{ /* Get The current Pay Period Record */ Int_Pay_Period_ID = PayPeriodID.toLong(); Current_Pay_Period_Record = Pay_Period[ID == Int_Pay_Period_ID]; Previous_Pay_Period_ID = thisapp.Application.GetPreviousPayPeriodID(Current_Pay_Period_Record.ID); /* Checking Agent

• API Casing needs consistency in names

  The JSON for an account record looks like this: {"Name": "Name of the Account", "id": "id of the account", "Address": "address of the account" "Owner":{ "name": "Name of Owner", "id": "id of owner", } } It makes no sense that "name" is capitalized in

• Useful enhancements to Mail Merge in Zoho CRM

  Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

• How can I create individual records from a subform

  Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

• How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

  Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone

• Prevent carriage returns / line breaks in multi line fields

  I'm trying to connect Zoho Sheets with Zoho Creator however because some people are using carriage returns in multi-line fields the rows are not being created correctly : The values in A4 and A6 are part of a multi line field that looks to have been split

• How do you handle existing customers/contacts?

  Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales

• Newspaper template

  Is there a template that looks like a newspaper or magazine?

• New in Writer: Enhanced Content Generation and Formatting features

  We are excited to unveil these features that can enhance your content creation and formatting experience. These additions are carefully tailored to boost your productivity and unlock your full content creation potential. Get the scoop on all the fresh

• Webhook when estimate is refused is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• Transfer contact to a lead.

  Is there a way to transfer a contact from CRM to a lead without having to re enter everything.

• Internal recruiting

  Does Zoho Recruit offer any solutions or features for internal recruiting?

• Form to update a CRM contact field

  Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data as

• Add and Remove Agents from Departments and Groups in Zoho One

  Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

• Zoho Recruit - Blueprint and ZIA

  If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?

• Where is the customization and extendibility of zoho inventory?

  After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

• Announcing new features in Trident for Windows (v.1.20.4.0)

  Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure

• In focus: Customizing agent details in Radar

  Managing agent performance just got smarter! Imagine having all the key details about your agents right at your fingertips. That's exactly what the Agent Details feature in Radar offers. Whether it's their pictures, names, statuses, or ticket metrics

• Bounced Emails

  Hello, Is there any chance we could have an alert for bounced emails in Recruit. This functionality is available in Zoho CRM. It would be really useful to be able to see at a glance who's messages have bounced back.

• Requiring Proxy

  We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program through

• Creating a code for Task to event creation

  I am looking to automate an event creation to do the following: When a task is created for a user, create an event at 530PM simply called TASKS. This will serve as a reminder that we have at least one task that needs to be addressed. We miss the task

• Kiosk Studio wrap-up | How our community used kiosks in 2024

  Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Books does not allow 19% tax rate for invoice - Please help!

  Hi there, I need to do an import of invoices into Zoho Books. The process worked smoothly before we migrated to the Books Germany Edition in December 2024. It does import 13 out of 14 invoices from my csv-file. For the one it does not import I get the

• Restriction in assigning signer fields for the "Approver" role in APIs and internal integrations

  Hi, Zoho Sign's intended design is offering two actions to the recipient - Needs to sign (if you wish your recipient to add information to the document; signature, for instance) or Approver (someone who has to approve the content of the document and must

• 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?

• Want to upload images to custom image fields using zoho crm api v2.

  Hi i want to upload image to my custom image field from third party application using zoho crm api v2 . Please tell me how i can do this? Thanks

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

  I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

• Change Invoice Prices for an Effective Date

  Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific

• Related list Mobile Device

  Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts

• How can I visualize the events of a pipeline records?

  Hi I need a list of events, including the date and address of the event related to the pipeline record. Can I do that? I know that for every pipeline record I can create events associated (Tasks, events, calls). But what I need it is an easy way to get

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