Set 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@domainDeals not up to date for "Date of last action"
Hello, I am not a very powerful using ZOHO... I might apologize for my question. I used to have my main view for the "open deals" sorted by "date of last action" Unfortunately it seems that when I create de Quotation under a deal, this does not affectBidirectional Sync between CRM and Creator
Hello. I'm trying to sync a module with a Creator record. For this I've setup a Workflow Rule in CRM that send it changes to Creator and I have added a Workflow on Creator that send data to CRM. This is because operators use the Creator APP and our internalIntroducing color coding feature of picklist fields in Meetings
Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,How to setup journey emails in zoho crm ?
I want to setup a journey in zoho crm which simply sends a string of emails over time. So basically what i am trying to do is i want to send series of email , frequency will be 1 email every week to my those leads which are under conversion in progressRTL in client-script
hi, im trying that after an ontype event the filed will be RTL abd centerd. this is the code: var elem = ZDK.UI.getElementByID('test'); elem.addStyle({ direction: 'rtl', 'text-align': 'center' }); where did i get wrong?Deluge Script for adding tag
Trying to create a custom function where a tag is added to a record - but for the life of me, I cannot figure out how. Help please! Moderation Update: Adding the help doc and sample to add Tags to records via deluge here for everyone's benefit. tag1 =Contact card customization
Dear ZOHOsians I am configuring own view contact card and I this set up with single/dobule columns is not enough for us. I would like in one section eg. (written by lines) Name/nothing/nothing Street name/home number/local number postal code/city/countryNeed a way to run a client script longet than 10 seconds
By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?how to export a report with more than 50k rows of data?
How do i export the whole report? This is a report with combined modules.Adding details to Attachments
Is there a way, or can Zoho make a way, to add some additional fields to Attachments to make it more of a document register? eg. a field for 'Document Type', 'Document Description' etc We are using the sub-forms to record this, but only 2 sub-forms canLooking for Zoho CRM Expert for Montreal-Based Immigration Firm (Remote Opportunity) Hello everyone, I hope this message finds you well. I am reaching out on behalf of Stanstead Immigration Service
Hello everyone, I hope this message finds you well. I am reaching out on behalf of Stanstead Immigration Services, a well-established immigration consulting firm in Montreal. We have recently adopted Zoho CRM to enhance our operations and are lookingIn Sandbox there is no option for Cliq Notifications in Workflows?
It not only doesn't have the option to add new workflows with Cliq notification actions but does not show current actions already set up as such... As you can see in the image, my actions that were already there are gone but also no option to add CliqLookup field permissions
Hi there, we seem to have an issue with a lookup field in the Leads module. I created a new module, called "Bauträger", containing 1.000+ entries with basically just a name of a company in each entry. In the Leads module I created a lookup field to lookFunction seems not be working every time lately
Hi there, Last june I created a workflow with a function that works like this: as a new deal record is generated, the deal name field is automatically renamed so that it starts with a code that comes from another number field (Serial Number) that is automaticallyHow to update lookup data from a picklist depending on its status?
Hello everyone, I'm new to Zoho CRM and working on customizing it to fit my company's needs. Currently, I have a module called "Units" (similar to products) that represents the units available in a project (construction project). My deals are split intoReports function in CRM - display checkbox instead of True/False values
Hi there, I've created a report view, which shows a list of all records, and shows several columns of data for each record row. This is used as a workflow for my team. My question is this - one of the fields displayed in the actual record is a checkboxHow to map a lead Deal to a contact Deal.
I have leads that are mapped to a stage in my deal pipeline - Stage is IDENTIFIED. When they reach a score they are converted to a CONTACT. I have mapped the Deal for Leads, but can't seem create the same fileds to map in CONTACTS. I know that this setemail attachments in crm
Hi intially thought it was a workdrive issue but when we try to add an attachment to an invoice email from CRM-books we get this message. The file is not to big and we are confused. The request could not be authenticated as the authentication value youcan I link a contacts to multiple accounts
can I link a contacts to multiple accountsIntegration between Zoho CRM and Zoho WorkDrive
I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf"Convert" action not available in Workflow Rules
I'm using Zoho CRM Professional. On this page, it says I can use a Workflow to automate lead conversion, but the "convert" action does not appear in the drop down menu : https://www.zoho.com/crm/help/automation/workflow-convert-records.htmlCustom Function: Searching Events in the current month - with record count
I hate to be a bother to the fine folks here, but I'm stuck in another function. GOAL: write a custom function to count the number of Meetings each person in Contacts has for the current month, then push that count to a field in the contact record. SpentClient Script: new value not set after calling setValue() - what's wrong?
I'm new to Javascript and Zoho Client Script, though I have experience developing applications in C and Java. I have been trying to figure out why my code doesn't work and would appreciate help from the community to point out what's wrong. For my currentKaizen #155 - Frequently Asked Questions on Subforms
Hello all! Welcome back to another post in our Kaizen series. In this post, we will address the most frequently asked questions about Zoho CRM Subforms from the Zoho CRM Developer Community Forum. Subforms Subforms allow users to capture multiple recordsNotes formatting
I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASECheck out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to trackHow to populate a multi select field options based on options selected in another multi select field
For instance, If i have a multi-select field "MultiSelect1" with options "Option1" and "Option2", And if both options are selected, How do I populate another multi-select field "MultiSelect2" with options that are associated with those two options exclient script for RTL in modules
Hi, I'm trying to solve a problem. In Arabic and Hebrew, we cannot use the canvas option, so we can't design a module view. I saw that it's possible to add a client script that works like CSS. Is it possible to make all the fields RTL (so when I type,CRM API w/ Self Client (Administrator): You do not have sufficient permission to associate this record. Contact your administrator.
I am using the CRM API and am having an issue creating a contact. I've successfully created a contact linking to an existing account by ID, but then when I created a separate test account (which succeeded) and tried to create a contact linked to thatDeluge function getRecordById is missing all Multiselect fields
I'm running a custom function inside a CRM Contact Workflow. I'm able to use getRecordById to get the contact fields, but all of the Multiselect fields are missing in the result. All other fields are present. The code is simple: contactDetails = zoho.crm.getRecordById("Contacts",contactId);zoho crm lead status changed by itself
something weird here, some leads in zoho crm status changed automatically without any change by me, i updated the lead status as a contact but after some time i checked it and i saw it had changed to junk or something else. any suggestions?Option to start the whatsapp conversation with a lead or deal from within crm
Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads orAutomatically 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 afterSort on more one column
All, I am writing some reports within the CRM. and would like to be able to do two things: define a sort column by default (that is not a summary column). Can I do this? So e.g. group by Status and sort within that by score. Also, I would like to be ableWorkflow automation email notify using the same email thread
Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages duringCreate a button to send email with info from custom module fields
HI, I created a new module to request quotations from service suppliers once it is something we do on a daily baisis. Every day we have a new quotation request that we send to several suppliers and when we receive quotes we analyze to find the best price.How do I do a formula to join two fields together like first name and last name into full name?
Having issues with this in my custom module. In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means. I've tried to read the formula help guide but it'sZoho CRM has been very slow recently.
As a frequent user of the platform, I have experienced significant delays in executing any action, with every operation taking more than 3 seconds to complete. This severe lag has a detrimental effect on my productivity and efficiency in completing tasks,Allow Attachment to be moved and associated with more than one record
Attachments are separate entities. It will make our life so much easier and reduce the size of your storage if we an attach an attachment record anywhere. See notes for a similar situation. A note on the Deal shows on the Account. Do this for attachments.Next Page
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Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatileAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesDirectly 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 relevantTranslation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
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