Lookup Fields - Needs more than 5 Link
The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideallyEnhanced Placeholder Preview for Templates
Hi, When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While these placeholders are useful, it is not always clear what each field represents,View details about when/how a contact was added to a campaign
Is it possible to see who added a contact to a campaign in Zoho CRM, and when? In Salesforce there is a 'Campaign Member' object/module, which is a junction between the campaign and the contact. This enables you to see these kinds of details. I wouldAllow Zoho CRM access in firewall
I will set up CRM users to access the VPN and access it via the CRM app or mobile web browser. Please let me know what FQDN, IP, etc. I need to add (login, CRM access, etc.) to access CRM without any problems (EX) *.zoho.com )Quick editing of fields in a report view...
I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report soMicrosoft Phone Link
Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?Function for SUM of two currency fields in Deals to be populated in third currency field
In the Deals module I want to use a function to SUM the CAAS_Subscription currency field and the MDO_Subscription currency field and populate the total in the Total_Subscription_Revenue fieldintegrating Zoho CRM vendors with Zoho projects
In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.Allow standard layout to be used/edited as a starting point for canvas
Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,Conditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick listParsing Emails to save attachments
Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?Change Default Coutry in country field
Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...How to add the time duration for scheldule call
Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time durationSet up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domainAlter a system defined field from a 'single line' into a picklist
Hello, I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?Kaizen #60 - Get Records, Search Records, Query and Bulk Read APIs
Hi everyone.. Welcome back! In this post, we will discuss when to use Get Records, Search Records, Query, and Bulk Read APIs to fetch records. Please note that the information in the article holds true for version 3 of Zoho CRM APIs. Get Records API TheFunction not working if more then 1 Record is selected
Hi there! I have a function like this: string button.PCS_TempDruck_Rechnungen(string Modul, int ID) { //Do some stuff here return "finish" } I linked this function to a button in the List View and Mass/Multi-Action of the Quote Module. Arguments: ModuleUnable to delete Junk Lead and Not Qualified from the Lead Status field
Are Junk Lead and Not Qualified default fields or something that cannot be deleted? I have gone into the Leads module and made sure there are no records using these values. Other values have a minus sign that allows me to remove them, but these two fields do not have that option.Modules are continuously loading
Hi! We are not able to open the task modules, it keeps continuously loadingFree user licenses across all Portal user types
Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and exploreHow to easy change layout in existing records in Deals?
Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?Length of Call
Whenever we place a call from the CRM and we click to log it, the duration / length is not automatically populated. Can you set this up to occur? Thanks!OAuth with Bubble.io API Connector does not work although it is working in Postman
Hi, I am new to API programming but have successfully connected Google and Asana with the Bubble.io API connector. Also I have setup Postman and can access Zoho APIs successfully e.g. Projects. Scope used is: ZohoProjects.tasks.CREATE ZohoProjects.tasks.READNotes from Custom Modules linked to Account Modules
The way our ZOHO CRM is set up at the moment, whenever a note is entered under a Task or Event the note is visible under both the Task or Event as well as in the notes section under the Account the Task or Event is associated or related to. I have a coupleStorage Space Issue
I made a few Header templates in the CRM email that adds some fields ( 2 fields to be exact ) to the subject line, however I ran out of "storage Space" when I need to add it to 3 more members of my team. How do I solve this ? If I need to upgrade , whichServer responds internal server error when requesting token
I am trying to request for token through this url https://accounts.zoho.com/oauth/v2/token I use postman to do this, but everytime I send a request it gives me a 500 response with no messages in it. Below is the screenshot of what i am trying to do. PLeaseZoho CRM v2.1 deprecation or sunset plans ?
Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by whenMove data from any fields or upload files to the attachment section in Deluge.
LeadId = 4857358000014515001; resp = zoho.crm.getRecordById("Leads",LeadId); file = resp.get("Upload_Test"); filelist = List(); if(file != null) { file_Id = resp.get("Upload_Test").get(0).get("file_Id"); getFile = invokeurl [ url :"https://www.zohoapis.com/crm/v7/files?id="How to shortlist a lead's open tasks in ascending or descending order, close all open tasks from oldest to newest, and create new tasks using Deluge?
//LeadId = 4857358000014515001; optionalMp = Map(); optionalMp.put("sort_by","Due_Date"); optionalMp.put("sort_order","asc"); related_tasks = zoho.crm.getRelatedRecords("Tasks","Leads",LeadId,1,200,optionalMp); for each task in related_tasks { // infoKaizen #124 - Manipulating Subform using Zoho CRM APIs
Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will discuss how to manipulate the Subform data using Zoho CRM APIs. Subforms A Subform is a data section embedded in the primary form to collect details related to theSchedule Zoho CRM reports only on Business Days
Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. ThanksAnnouncing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck
Dear Customers, We hope you're well! There are two aspects to being a salesperson: Selling and reporting. While the former is the job itself, the latter helps salespeople evaluate their performance from time to time. This evaluation doesn't just helpClient script: Can not choose a date field for an onChange field event
Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. MarcusExplication sur comment mettre en place des règles d'affichage ou "layout Rules"
J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un casPossible to change Deal Stage via Deluge function in a Workflow automation when there's a Blueprint implemented for the pipeline?
I've configured a Blueprint for my Deals module pipeline. I want to change the Stage value for a Deals module record through a Deluge function in a Workflow Rule, but I get this error message: "Deals record update response = {"code":"RECORD_IN_BLUEPRINT","details":{"api_name":"Stage"},"message":"StageReal Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.Address Input and Map Functionality Challenges in Zoho: Need Advice
I just started using the Zoho ecosystem for my business. Everything seems to be working fine, except for the map features built into the applications. It's quite difficult to input an address when creating a new lead. Some of you might suggest using extensionsColour Coded Flags in Tasks Module List View
I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the DueDo I need to migrate to API v7?
Current workload forces me to ask this question. Even though I know API v7 has better features, I have many previous API calls written in v2 that still function well. Is there any compelling reason (that I may be missing) for me to make time to migrateNext Page
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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