One-click WhatsApp and Zoho Integration
Hello there! I'm Aizhan from the TimelinesAI team. Our Native Zoho and WhatsApp integration, designed to streamline your communication and productivity. With this integration, you can effortlessly sync contacts and messages from WhatsApp directly intoAdding 'Created Date' to email template without the timestamp
Good Day All, Optimizing my workflow here. I figured out how to add the Leads first name ${Leads.First Name} I need to add the 'Created Day' to my template. Also - is there a legend as to syntaxes for adding the Lead Fields into template such as above?Zoho CRM Client Script - SetCriteria in lookup Field
Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,Doesn't Catch Duplicate Accounts
Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicates it. When importing from another app (like ZoomInfo) I set it to catch duplicatesZoho CRM WhatsApp - Phone-push messages, Autoresponse and workflow
Good day community and Zoho CRM devs, I would like to know if the following features can be added to Business Messaging (WhatsApp) feature on Zoho CRM. I constantly find myself frustrated with the lack of notification when getting replies on workflow-sentClient Portal Multi Language Field Label
There was a field named [End Account Website] at custom module. I changed the field name to [End Customer Website], but the field label is displayed differently in different languages.Canvas Broken/Gone
I've been using a custom Canvas on my Account and Contact pages for over 2 years, and haven't even changed then in that time, but as of this morning, none of them work. Any account or contact I click on only opens a black page (save for the footer whereSSL Exception When Querying REST API
We use functions to query regional data from GIS REST APIs. We're having an issue with one REST API that appears to be a problem within ZOHO, as I'm not having an issue querying the API in Postman or via the built in query tool. // test coords lon = "-84.29118695502028";Question: Accounts owner notified when Lead owner convert to contact.
Hi, Let's say you have a Lead named Lead L, working for Company A. Lead owner is User 1. Company A already exists as Account. Account owner is User 2. When User 1 converts its Lead L to a contact, User 2 gets notified that a Lead has been converted toPlease 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 thisNo Support for DIGEST or CRAM MD5 SMTP Authentication Methods
I have discovered in CRM when configuring the IMAP email integration, Zoho only supports the PLAIN or LOGIN smtp authentication methods when communicating with any email server. We know this because during communication the zoho server asks for capabilitiesFAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,Now filter your records by multi-select pick list values from a dropdown with additional operators
Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible forOur Few Leads Are not uploading from our Facebook ad account to CRM
Our Few Leads Are not uploading from our Facebook ad account to CRM Could you please help us out with it?Change Last Name to not required in Leads
I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions forEmpower your workflows with Actions by Zoho Flow–now available for Standard and Professional editions
Enhance automation and collaboration across your favorite apps directly within Zoho CRM Dear users, We're thrilled to announce the expansion of Actions by Zoho Flow, previously available only to our Enterprise and Ultimate editions, to our Standard andCustom multi-lookup field not available as an option in the Business Card view
Hello! A custom field "Subsidiaries" is not showing up as an option to add to the business card layout. We have only four of the five fields selected, and other custom fields are available. "Subsidiaries" is a multi-lookup field and the only one we have.[URGENT] Response of getRelatedRecords API is In-Consistent
Hi Team, I often face issue with the code due to the inconsistence in the response in "getRelatedRecords" API. Refer to the below image's highlighted text. "Created Time" not in a sequence. This happens often. Sometimes it shows results as "latest toAdd blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appearWhen entering the company's domain in the "search" field, the Lead with that domain is not found, even though it actually exists.
Good day! We, as Zoho CRM users, have encountered an issue with the system's functionality: During operation, all users have detected a problem with the search for the Lead entity when entering the company's domain in the search field. In other words,Changing an email subject in active cadence
Hi, I have started a candence that sends email template. As it is active, I notice that email subject should be changed. Situation is that some emails are already sent, with "wrong" subject. And for other email sending is scheduled and not yet executed.Users are able to view other users' Meeting records despite access being set on 'Private' with no Data Sharing Rule
Hey there, we installed the Microsoft Office 365 - Meetings App few weeks ago and it seems to be working pretty well. However, what I noticed is users can view other users' Meeting records originating from Outlook events in CRM, despite the fact that{"error":"invalid_client"} - postman error
When I run a POST request on postman using the form-data option to pass the body parameters, I am able to successfully retrieve the auth token. But when I use the raw option and enter the body parameters as a JSON object, I receive the following error: {"error":"invalid_client"} Please help! ThanksHaving multiple blueprint/workflow inside a blueprint
I am currently designing a Blueprint in Case Module inside Zoho CRM. Each case has documents(multiple number and varied from case to case) and these documents will have their own blueprint (they go through stages like document translation, document verification,Add a new user
I need to add a new user. I only have 13 active users currently. Each time I try to add the red box appears telling me that I can only have 14 users. I know this, I only have 13, I should be able to add an additionalCustom fields not transferred from Sales Order subform to Invoice Subform
Hi Team, I have created a custom field in both Sales order and Invoice Subform. On create of Invoice from Sales order module using the related list, the data in the custom field is not getting transferred into the invoice subform where as all the othercreating a history record with a custom field
is it possible to create a history of changes to a particular custom field?Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that recordKaizen #146 - Assigning values to different field types using Zoho CRM SDKs - Part IV
Welcome to another Kaizen week! In our ongoing effort to enhance your Zoho CRM integration skills, we have been exploring various field types and demonstrating how to manage them using our different SDKs. So far, we have covered the Java, PHP, and PythonAdd "Lead Image" in Bulk?
Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to theHow to merge duplicate products?
merge duplicate productsHow to send email with invoice PDF attachement in Zoho CRM Deluge?
// I am creating the invoice here response = zoho.crm.createRecord("Invoices",values); // trying to get the PDF version fileUrl = "https://www.zohoapis.eu/crm/v3/invoices/" + response.get("id") + "/pdf"; invoiceFile = invokeUrl(fileUrl,"GET").toFile("Test.html");Change eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, JuergFormulas don't auto update?
Hi, I am currently trying to set up a days in stock field for my products so that i know when to reduce my prices. I have managed to create the formula and is tracking the no. of days i have the product in stock from when the record is created, the problem is i have to manually edit each record before the rule will run and update days in stock. Is there a way to automate this?Zoho Form field to show filtered list of Zoho CRM Accounts?
I would like a form field to show a filtered list of Accounts in Zoho CRM for the user to select from, similar to the lookup filter functionality in the CRM (see screenshot). Is it possible to do this in Zoho Forms? If so, how? I have not been able tohow to pass text from note to deal record using function?
Hi, I need to pass text from note to deal record using function? may I know how to do that ? I need to make if a new note is added then update 'note' field in deal recordKeep track of mass mail responses using "stages"
Hello, sometimes we have the need to contact our suppliers or customers in order to update them about new procedures. Sample case: we activated a new warehouse, so we need to be sure all suppliers are aware of the new address + we want to ask them toViewing Records with Attachments
Hello. Is there a way to search and view a list of all records that have attachments?Image in column product view - is this possible?
In the product I have added an image but I want it to show here (green arrow), so I don't have to open the product to see the imageDecimal Product Quantity not allowed in Invoices
I noticed other people with the same problem where the invoice lines only allow whole number quantities. However, our products are often sold as fractions of their stocking units, whether hours, cases etc. I need to be able to bill for 10.5 hours but have to round down to 10 hours as my client CANNOT be expected to understand why I bill for 11 hours and give them a discount.. Will this be addressed any time soon?Next Page
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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, ImagineIntroducing Functions IDE in Zoho CRM
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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
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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 otherClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #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?
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