How to add a product to multiple contacts at once?
we run a course company and are currently reform our record system. i want to add our products to our contacts but not sure how to do it efficiently, and adding products one by one to contacts manually will take too long. Is it possible to add a productCan we determine what environment a deluge function is running in (sandbox/production)?
Is there way of consistently detecting whether a function is running in the sandbox or production? I was wondering if there was a flag to indicate the sandbox, rather than comparing an org ID variable. I took a look at response from zoho.crm.invokeConnector("crm.getorg",Map()) but there's nothing obvious, beyond ID differences, or our sandbox zia_portal_id being null.Zoho CRM Email Templates are clunky and distort on mobile
Why is the CRM Template builder for emails so outdated compared to other tools like Canva or MailChimp? It is a horrible process to try to create something from scratch then you can’t change half of the elements in the email. Fonts are ugly and basic.Adding Default Module Image into mail merge field
As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevantInviting Contacts to the Customer Portal
We are building out our Zoho CRM, and I've built out a customer portal; however, I've run into a wall. I created a contact record and attempted to invite the contact to the portal and received the error message "You can invite only customers/clients forWhatsapp extension for zoho crm custom modules
Hi community , i am looking for recommendation on some good whatsapp extension which we can use with zoho crm standard modules and custom modules both . The main objective is to send and receive whatsapp messages from clients. We just looking for a button'unable to send message reason 553 relaying disallowed'
Hi, We're currently getting the above error when trying to send mail? Thanks, AdamKaizen #139: Using Functions in Client Script and Handling Timeouts
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to invoke Functions using Client Script and how to handle Timeouts in Client Script. This post will answer the question raised in the post, Why Client ScriptCan't Delete Old Customers
How do we delete canceled customer accounts? Zoho doesn't appear to have an archive feature, and it won't allow us to delete accounts that have transactions in Books. Considering all the accounts have transactions, we're getting a bit of a build-up ofZoho Integration With Wordpress
How we can integrate zoho crm with wordpress. which plugins are useful?ZOHO Extension
Dear Team, I would like to create the custom ZOHO extension/plugin to show our page as iframe when click the some icon. Here, how can we create the own extension for ZOHO CRM. could you please share the tutorial? Thank you!Using Bit Integrations from bitapps - data not coming in
We have added the paid version plugin Bit Integrations and the setup is very easy, but when we submit a form the data doesn't show up in contacts where i mapped it. I have tested it with another default zoho account and it works great but when I try toButton to change stage of Potential
Hello, I would like to place a button on the edit page of a potential so that when someone clicked the button it moved the potential stage to the stage 'Job Complete' Is this possible? Any help would be great, thanks.CRM Client Script not running anything after function.execute
Inside my client script im calling a function; var response2 = ZDK.Apps.CRM.Functions.execute("Books_send_quote", parameters); The function is working, doing everything it should. The function logs also show successfull runs with the correct output. ButDon't able to transfer admin privilege
Hello, I'm not able to transfer admin privilege from hu********@******* to ka*********e@t*******.***. Moderation Update: We've removed Personally Identifiable Information (PII) details from your post and attachments for security purposes. The requiredCHANGE LABEL NAME OF THE FIELD
Can I change the label name of the field using Trial Account?CRM function REST API response format
Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an externalManual entry pricing
Hey everyone, We sell financial product to our clients and we would like to track our assets under management and our growth product. For a same financial product, a client can invest, $1K, $100K or $1M, and the price is negociated with each client. TheNew capabilities for custom buttons: Elevate UX and CX with just a click!
-------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happyHow to get the field values before updation and after updation of a record in zoho crm using custom functions
Hi, I have a problem in task. I want to send mail to owner if record is changed. And I want to get previous values of fields as well as updated values. So that we can tell the owner about field previous and new data with field name. I want to do thisSet Field Mandatory by Client Script ZOHO CRM
#Tips of the day We can set the field as mandatory by the client script var field_obj = ZDK.Page.getField('Custom_Field1'); field_obj.setMandatory(true); Custom_Field1 = Field API Name Apart from is if you have required any kind of Zoho work please doFiltering by external field
Hi everyone, we have added an External field to our Accounts, how can we filter the accounts list by this field? It doesn't show up under "Filter Accounts By".Quick Create Account in Deal
When I go to a deal to quick create an account for them, it has a field that is mandatory but you can't select options and this field is not even associated with an account. How do I get rid of this field in the quick create pop up. It won't let us chooseSchedule an email
Please help me how to schedule an email. I am unable to see send later option.Zoho Voice Call transcription option in zoho crm
We have integrated zoho voice with zoho crm but we are looking for a way to get a transcript or summary of the both incoming and outgoing calls , So that we can easily understand the context of the call without looking in to the whole recording of theCrypto Currency in Multi Currency Selection
I want to add crypto currency in my account but can not find it in the add currency dropdown of multiple currency setup. Is it possible to creating custom currency in multiple currency setup?Audit Log
Is it possible to delete history from audit log?Updating Fields in 2 Modules (1 is custom module)
Hi everyone, I have 2 modules - Clients and KPI Reporting. Both the modules are linked by Account Name. There is a field in both the above modules. I would like to have the field "Status" in KPI Reporting Module be updated when the "Status" field in ClientsAdd Date Formula
Hi Everyone, I am trying to create a field using formula involving 2 already existing fields in the module - Start Date and Contract Length. Start Date - Date Field (mm/dd/yyyy) format Contract Length - 3 months, 4 months, 6 months, Annual, etc. (numberTracking Work Order Delivery Times in Zoho CRM
I recently created a work order in Zoho CRM with an estimated delivery time. Since the work order progresses through various stages, I'd like to track the actual delivery time and compare it to the estimate. This would help identify any delays and allowUpdating data and/or sending emails from reports
Hello everyone I want to offer a feature that can help and simplify many processes in CRM. Through the reports module in CRM it is possible to connect and segment data from several modules at once The problem is, it is not possible to do anything withCustomer onboarding using kanban
Hey guys! As soon as a deal is won in my CRM I need to onboard the customer using a kanban to make it easier. I thought of 3 ways to do this: 1. As soon as the deal is won, it is moved to another pipeline, still in the deals module. 2. (I don't use accounts,Related activity records for custom modules
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.Capture URL that form is on
I plan to integrate a Zoho form on multiple pages on my website. I'd like the lead owner to know immediately what page the lead was on when the form was submitted. I'm think that the way to do this is have a field in the database for page URL. When the submitted form populates a new entry in my database, I'd like it to capture into that field the URL from which the form was submitted. Is this possible? How might it be accomplished?Zoho CRM Digest - April 2024
Welcome to April, the season of blooming trees and blossoming flowers! As nature comes alive, so does our community. Dive into this month's digest to explore vibrant discussions and exciting announcements. Zoho CRM product updates: Email-related enhancementsUPS API
I am fairly proficient when it comes to creating deluge scripting to assist between Zoho CRM and Zoho Creator, but I do not work outside of the Zoho family often. I am trying to pull the tracking status from a UPS tracking number into our CRM environment.Garbled display when using ZOHO CRM
For some reason, periodically, whnI try to access ZOHO CRM with Chrome I get a garbled display. See attachment. It looks like data from within my CRM is visible. How do I fix this. I get the same behaior from my PC and my laptop, When I switch to incognitoHow to delete an uploaded file through the files API?
Hi, I'm using the files API (https://www.zohoapis.com/crm/v6/files) to upload images to my Records. When I delete a record through the API I'd also like to remove those linked files/images. In the CRM API docs I don't see any API endpoint to delete files,Can we create a dashboard for only Kanban view?
I'm looking to create a dashboard for Kanban View to check the performance of the sales team by using different statuses.How To Mass Update Notes
Zoho CRM displays the avatar of the user who has most recently modified a note as opposed to the user who created it. That's something we're not fans of, but we're willing to adapt. What I'd like to do is export any existing notes that have been modifiedNext Page
Announcements
Introducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting theTranslation 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, ImagineUI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,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 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 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 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?
Top Contributors
Ishwarya SG
Sunderjan Siddharth
Pheranda Nongpiur
Subhash Kumar
Jeganprabhu S