Kaizen #128 - Circuits in Zoho CRM - Part 3
Hello everyone! We are back with yet another post on Circuits in Zoho CRM. In our last week's post, we discussed a use case, the various states and functions involved in that circuit, testing and execution, and associating that circuit with a workflow.Customizing fields for multiple languages?
Dear All, I have a client that have users speaking different languages and they want to use the Zoho CRM modules in different languages. They would like to customize some of the fields. They want English users to see the field customizations in English;Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? ThanksWorkflow Conversion from Deals to Custom Module not Working
I have a workflow rule so that when a Deal gets to a certain Stage, it creates a job in the Custom Module. The issues I am having is if I have the workflow linking the portal user lookup to the Deals, it works and the portal user can see the new job.Sticky notes
This is at the bottom right of every web site. I don't want Sticky notes.I want to delete this icon and anything to do with sticky notes. As far as categories goes it's Zoho notebook. Thanks in advance!Tabbed area for different information
I have a custom section on the Contact layout. I need to add another one, but am concerned it will display too much information all at once about the Contact, and need to scroll to view more information. It would be great if the section is a tabbed featurewhen Whatsapp field then send sms
we have clients that dont have whatsapp. can make a workflow/function, that will send whatsapp massage, but if it fields then it will send sms massage?Retrieve Multiple CRM Related Records via Zapier
I have multiple Vendors associated to each Deal via a connecting table. I need to filter those associated records by a certain parameter (pick list in the connecting table), and then create line items of each of the associated records from the connectingany way to get records count in the module through CRM API ?
Hi, is there any way to get records count in the module(s) through CRM API without fetching all the data from the module ? Prior to fetch data from the module (for example via getRecords call) I need to know records count using CRM API (not account UI).Zoho CRM not supporting Chrome extensions
With the recent Zoho CRM UI changes all the Chrome extensions stopped working. Is this intentional change by Zoho or any other reason. This issue is due to usage iframe in Zoho One UI. CRM is loaded in iframe, so it's not allowing to access elements.How to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!552, b'Your IP Address is blocked from further use.'
I suddenly got this while using SMTP to send emailsCheck box values in a CRM formula field
I would like to use a checkbox field as a boolean check for an if() statement. Is this possible? ie. if(checkbox = checked, 1, 0) Seems simple enough, but I can't figure out what values I need to check for - I keep getting 'Invalid data type' errors.Lookup fields limited to 5
Hello everyone, Does anyone know why the lookup fields are limited to only five? Is there any way to create more? I would kind of defeat the purpose of the CRM to not be able to create dozens of them! Thanks!Zoho Portals - Can Users Email
I have portals set up which is a Standard copy of the main CRM. However, there is no Email button. Other custom buttons are not showing either. Some of the Related Fields are also not showing. Are these functions available in Portals? Mainly the EmailHow to get email body using Zoho CRM API or Node JS SDK
Hi Team, I'm building custom zoho crm widget using Node JS SDK. In that application I want to show contact related emails including the email body. I'm using get related records to get contact related emails, but it only contain the message id, subjectCRM API Search returns no data
I'm attempting to get a list of active clients through an API call. This is done through a Node server with axios. The API call looks like this: method: 'GET', url: 'https://www.zohoapis.eu/crm/v6/Accounts/search', headers: await getAccessHeader(), params:is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignIntroducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.Please allow us to hide the Google Adwords section on Contacts and Leads
Hi there, We recently integrated Zoho CRM with Google Ads using the built-in extension. This adds about 10-15 fields to the contact and leads module. Our users do not need to see these fields. It just clutters the screen up. Please allow us to hide thisZoho CRM certification?
Hello everyone, I just started learning Zoho ONE and I have been playing with around 20-25 of the application in the suites. Now it’s time to get certified. I come from the Microsoft side of things where certification have proper name and learning material.CRM Campaign - how to mass remove contacts?
Does anyone have a solution for removing all contacts from a CRM campaign. Seems that one by one is the only option.How to set Validation Rules on Lookup Fields???
I cannot find the option to setup a Validation Rule on a Lookup Field. Here's my use case: We're in Real Estate so we sell Homes/Units We have a custom module called "Units" On the Deals/Potentials, I have Lookup Field called "Unit Selected" that looksStage Bar in Leads and Custom Modules
Is there a way to get the Stage Bar in Leads and Custom Modules, particularly in Portals? It is very very useful for seeing the entire process. The Blueprint option doesn't really show the entire process.Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.Kiosk Studio: Function FIX for Date/Time Field (Keep getting wrong format error)
I am using the foillowing function in my Kiosk Studio to update the previously entered Date/Time field from previous screen to update that to the same date/time field in Lead Record. Every time I 'Save & Execute' I get a Success but with 'Date/time FormatBest Practices for Granting Access to Zoho One Account
Hi there, I hope this email finds you well. I wanted to discuss the best approach for granting access to our Zoho One account as we consider hiring someone to work with Zoho Campaigns for sending emails to our customers. Currently, we have one user forCreate a function that checks if first name is the same as last name in Leads
I'm trying to create a workflow that has a function to check webform submissions. The function should check if the submitted first name is the same as the last name, if they are the same it would delete the Lead. We're getting a lot of SPAM submissionsCRM - Quantity in Stock zero
I can't create invoice in CRM, all Products show Quantity in Stock zero, although I have Items on stock in the Inventory module. I get this when trying to save invoice:Deletion Workflows
Hello, Unless I missed it, we can't create deletion workflows. My usecase is to auto-delete junk leads. We have field called lead status, and an agent qualify all our new leads. When it's a junk lead she chose the correspondant value in the picklist. My goal is that the system delete them automatically. Is that possible? Planed ?Contact_Name returns null
In the Deals/Potentials module there is a lookup field called Contact_Name: And in my deluge code I try to get the value like this: But it always gives me null as a result: What is the proper way of getting the associated Contact of a Potential/Deal?Duplicate Records Alert email
Hi, I have my CRM setup so that I need to approve any duplicates. I have an administrator profile, and so I get the emails alerting me of duplicates. However, I'm the only one. I have two other users I have put as administrator profile, but they do notAdd "Repeating" functionality to Calls
Tasks supports repeating tasks.... so why not calls. Phone calls need to be scheduled on a repeating basis for many salespeople. Then when they filter or report on PHONE CALL activity, they see calls, not tasks. It is not acceptable to have to scheduleVerify details pop-up windows
Hi, Is it possible to turn-off the anoying "Verify details" window that ask for closing date, "Reason for Lost" or other concepts. If I would like the user to enter such data, I will implement a rule .... How can I turn-off such pop-up? it's not necessaryKaizen #136 - Zoho CRM Widgets using ReactJS
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRMValidation Rules - Can't Proceed
I have the attached Validation Rule set up so that when a certain Stage is met, the message appears. However, it won't progress to the next stage. Obviously something has to be triggered to move. I want to set up warning message that can be acknowledgedApprove meeting via whatsapp
When scheduled meeting our lead/contact get whatsapp massage. can we ask him if he is comming, and give him an ubility to cancel meeting or approve meeting, and his answer will approve an a meeting or cancel it, (we have a picklist field in the meetingsUpdate a Lookup field by automation
I want to be able to update a lookup field based on a contact's action/field updates, but I can't find a way to achieve what I'm looking for, as lookup fields don't appear to be updatable via actions or workflow rules. Background: We have 4 segments inNew capabilities for custom buttons: Elevate UX and CX with just a click!
Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.How to use fields from referenced modules in workflow rules.
I have a custom module connected to Leads through lookup field. How can I use fields from that module as conditions in workflow rule that is triggered by lead creation?Next Page
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Quickly send emails and sync conversations with custom email addresses in CRM
Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. Help doc: Custom email fields preferences Hello folks! A quick update[Early-Access] A couple of minor enhancements to Workflows - Early Access
We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source" and "Previous Values". Source: Ever wondered if your workflow was triggered due to a merge action or a regular delete? Say goodbye to guesswork!Are SPAM records troubling you? Include reCAPTCHA in your webforms
What is a reCAPTCHA? reCAPTCHA is a test to identify whether a visitor on a webpage is a human or a bot. Adding reCAPTCHA to your webform prevents fraudulent submissions from bots and spam services. There are various types of reCAPTCHAs provided by Google, but Zoho CRM supports only reCAPTCHA V2 - "I am not a robot" checkbox. Learn more about Google's reCAPTCHA. Adding reCAPTCHA to your webforms Before adding recaptcha to a webform, the webpage must be registered with Google reCAPTCHA. Upon registration,Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sZoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
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Delivery Status Notification (Failure): Message Blocked sending from Zoho CRM
As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.New capabilities for custom buttons: Elevate UX and CX with just a click!
Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the endUrgent need of a custom function!
Hi there, i'm desperate for a custom function that runs as part of a workflow in Zoho CRM. i need to achieve the following: When Deals entry created or updated Then Fetch Account from Deal (lookup field in Deals module) in the related Account, fill theUnable to get 2 workflows to work together
I am using Bookings and CRM, and am trying get the scheduling of a meeting to result in the sending of an email from a template associated with the Contacts module. I've created 2 workflows for this. #1 is executed when a meeting is created with the condition
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Enrich 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 optimizingNew capabilities for custom buttons: Elevate UX and CX with just a click!
Dear Customers, We hope you're well! We're happy to announce enhancements we've made to buttons. Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required.Introducing Zia Presentation in Zoho CRM
----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can accessZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetZoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
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