Canvas View for multple module
I have created a canvas view for the account module and lead module has account lookup. In the canvas view, I'm able to show general fields of associated leads, but can we get leads(associated/related items) and account fields visible on one page?Tracking "Last Contacted Date" (emails, activities, etc.)
Hi all, We want to track the last contacted date for Lead records, including emails, activities, etc. The goal is to create: a report of leads that haven't been updated, a field within the record that clearly indicates the last contacted date, and. an automation that reassigns the Lead when it hasn't been touched in 30+ days. We thought we could use ${Leads.Last Activity Time} but it seems that for some insane reason email isn't considered an activity. (Frankly, I don't think email is going toProgrammatically Show/Hide Fields in Deals of Zoho CRM
Do you know how to display and hide Checkbox fields dynamically in the Standard Layout of the Deals module? I’d also like to dynamically change the display-label of the checkbox fields too. For Example: if I have a Multi Select Lookup field of ContactsUpdate parent module based on child modules
Hey, I'm sure there should be a way to do this, but I am struggling to find a solution. We have a parent module called Sites, and a child module called Plots. We are looking for a solution that would achieve the following: When all Plots belonging toBlueprint transitions on locked records
We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.Reordering Views
Will you be allowing the reordering of Views any time soon? At the moment, we're having to put numbers and letters to achieve this.Function Problem
I have a problem. I am creating a Workflow rule and setting a condition for when I create a Deal. It generates a personalized ID based on the fields I fill in when creating an opportunity. Can you help me create a function to get the names of those fieldsTip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel timeWhat happen when Writer Limit is Reached
I have created a button function to merge documents, attach files, and send emails. When the writer reaches the daily merge limit of 1000, does this function stop with an error, or can it still send the email but without attachments?Programatically schedule and trigger a field value update?
I would like to do the following and I'm not sure how to implement this. A user will enter phase information and the start date when this new phase will take place in a custom module record. When the start date is reached, I want the software to updateCannot read properties of undefined
I have a problem with Client Script. I can't fetch data from server when I use ZDK.Apps.CRM.Users.fetch(); (as attached image) Please help me!Client scripts in subform fields
I am seeking assistance with implementing client scripts in subform fields within the Quotes module. Specifically, I need guidance on how to configure an on-change event that will auto-populate fields in a subform. Here are the details of my requirements:How to execute Workflow rules or function when a lead is qualified
I have a workflow rules in Lead module that will be executed when a lead is created or edited like this if 'Whatsapp ID' field contains 'BR-' then the 'Marketer' field should be updated to 'Internal', I use Zoho CRM Blueprint to qualify a lead to be aZoho CRM mail: Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM?
Hi. For the Zoho integration with email. Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM? For example. In my general email inbox I receive customer and other email not related to CRM or my business. SomeAutomatically assign Contact Roles to a Deal
Hi guys, Is there a way to assign multiple Contact Roles to a Deal via a workflow or similar? ThanksFYI Functionality Change Issue : Can't see emails sent at Account level via contacts without changing select box (anyone else have this issue?)
Hi, Posting this to potentially save anyone from dealing with the same issue and missing outreach info. When reviewing an Account, we often scroll down to the Emails section to see if there has been any email outreach, any opens/clicks, who's been reachedMIN(0) != 0 in subforms
I need to identify orders containing free products. To do this, I created a "Minimum" field that should contain 0 if at least one product in the order's subform has a tariff equal to 0. This would trigger a workflow to proceed with the necessary actionsWhy API response Data structure of a Custom field in Zoho Books or finance applications is different from Zoho CRM's Custom field
Hi Team, As per the topic, I would like to know why the customs fields in Zoho CRM is acting or treated like other system fields in Zoho CRM. But in Zoho Finance tools, the custom field is shown under the key "custom_fields" as a list. I would like knowUsage of real estate on the screen
Once I view the deal details there is quite a lot of real estate taken which I cannot use. Or I don't know how to use it. I'd like to show some information in the green space by adding it OR remove "Best time to" and "Contact Person" Info all togetherField is not found in Lead Conversion Mapping
so I create a new field in Leads module like this but I can't find it on lead conversion mapping, how to solve this?How to list all soid of all environments(including Sandbox ones)
Hello, I am trying to use the self client credentials flow(https://www.zoho.com/accounts/protocol/oauth/self-client/client-credentials-flow.html) for the Zoho CRM and the request to get a token requires an soid. However, I do not know how to get the soidInvoice from Deal
How do I create an invoice to Zoho Books from a deal at Zoho CRM? I need my invoices to be connected to my contacts AND my deals.CRM Calendar and Two-Way Sync with participant calendars
We use CRM Calendar to schedule health care appointments, which are often re-occurring. When an appointment is deleted or changed in CRM, the client's calendar is not updated. This leads to clients receiving appointment reminders for deleted and canceledConverting Date data type field to Datetime data type
I'm trying to convert the value of a CRM field that is of Date data type to Datetime data type to be able to create a Meeting event from a Deluge script, but I keep getting this error. I have tried applying toDateTime() to the variable and specifyingEdit 'my' Notes only
The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this sameEducation CRM
Does this Zoho CRM will works for the education sector. one of my friend who is working in an education sector, so he need a CRM for small school and basically he is looking for on premises one. So please suggest some right one.How can we add products using a Wizard?
We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?Wizards for inventory modules and more
Dear all, We're delighted to make a quick announcement about impactful updates related to wizards. Thus far, Wizards have streamlined CRM data entry across key business modules like Leads, Contacts, Accounts, Deals, and Custom modules by segmenting extensiveAdd a Contact to multiple accounts
How can I add a contact to multiple accounts? We have several clients that own multiple businesses that need to be seperate accounts, but have the same contact. Moderation Update: We have a separate post capturing the feedback and votes for this feature.Subforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSMMissing parameters in Zapier app for "Zoho CRM"
Hello, I updated the Zoho CRM app in Zapier to the latest version (31 July 2024). There are some changes in the Zapier app "Zoho CRM" now. When I want to create a new entry in Zoho CRM in the "Notes" module, there I can no longer choose a parent module.Coql Query By Date
I try to get records via the Coql Api it works fine since i try to have a date in the where clause like this select id from Contacts where First_Name='Franz' AND Last_Name='Müller' AND Date_of_Birth='1986-2-2T00:00:00' The field is defined as date CanMore than 100 contacts in Sheet View
I have about 500 contacts in Zoho CRM and need to do some manual manipulation (eg tidy up address fields). Sheet view does exactly what I need it to do as long as all the records can be listed on the one page (or the first 100 records if more than 1 page)Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!CPQ in Zoho CRM is now supported in sandbox
Dear customers, We're excited to announce that CPQ is now supported in sandbox environments. CPQ (Configure, Price, Quote) functionalities help businesses streamline their sales processes. Features like Product Configurator, Price Rules, and Guided SellingTracking Mentors and Mentees Match in Zoho CRM
I am developing a system for a mentoring program where we match mentees with mentors and track the match in cohorts. There is a new cohort every semester. A mentee can participate in multiple cohorts, and a mentor can be matched with more than one menteeZoho CRM Cadences - Is it possible to add steps on cadances once active?
Hello! We have started playing with the recently launched feature in Zoho CRM - cadences. We have in the past used the mass email functions to send emails to a group of clients to try to reactivate their interest on our services. For example - sendingBypass Blueprint
Hello. I'm creating a new blueprint. I have a lot of different deals on different stages. Since the blueprint is new, all of them will be at their first stage of the blueprint. I need to manualy set the blueprint for each deal. Is there any way I canHow to edit HTML on Quote template in CRM
I notice that the ability to edit the HTML on the templates has been removed or moved to a different area. How do we now edit the HTML?Zapier Zoho CRM Create Task Module who_id or what_id not associating with the lead
It looks like the Zoho CRM integration with Zapier was updated beyond 1.0.49 and it changed the Create Module Entry for tasks by removing the Parent ID. Now it asks for either who_id or what_id. I would assume the who_id would be the same parent ID ofNext Page
Announcements
Directly 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 relevantAnnouncing 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 otherRich-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 versatileRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedCRM 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 files
Most Discussed Topics
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
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Ishwarya SG
Pheranda Nongpiur
Sunderjan Siddharth
Subhash Kumar
Jeganprabhu S