Roles & sharing
I have 3 roles: A, B & C. I want role A & B to share their society & contacts. However, I don't want role C to share its data or to see data from A & B. How can I do that? Best regards.Setting additional conversion in Google Ads using Zoho CRM
Hello! Recently I've set up the google ads integration in my zoho crm. New leads are being registered correctly, and also new deals. I've read in Zoho CRM tutorials that Zoho sets by default three conversions: the first one when the lead is created, theThe SiriusDecisions Demand Unit Waterfall
Has anyone tried to implement something like the The SiriusDecisions Demand Waterfall in Zoho CRM?Best Telephony Integration? Anyone happy with theirs?
Hi, Looking for some input into telephony providers that integrate into Zoho CRM. Ideally I want users to stay within the confines of the CRM. I don't want another system sitting on top of it. Requirements - client phones, it pulls up the client account - ability to transfer call and data to another user. - ability to add a task to a call and relate it to a case, sales order or quote (or the call be related to same) Anyone out there have a good telephony system they can recommend based in the US?Internal follow up ticket
Hi Dears, Our company need different department coopeartion (e.g. business developer ask for quotation for some product, then product team provide solution ). Hence, we need something like Zoho Desk, but seems zoho desk is mainly for client and cannotAccount name not populating when importing contacts
When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv fileHow to update CRM record from fillable template
Hi community, Context: I have a pdf fillable document with 300+ fields in Zoho Writer. I've recreated these fields in the Deals module of Zoho CRM. Complexity: Some fields are mapped and prefilled from the Deals module, while fields others are capturedHow to filter by contacts that are NOT in a certain campaign
Is there a way to filter contacts that are NOT members of a certain campaign? My use case is as follows: I have a campaign for an event I am hosting in Geneva. There are 100 people in the campaign who I have already reached out to. I Zoho, I know I haveUpdate Time Zone field based on Postal Code
I'm looking for a way to automatically fill a Time Zone field based on the Postal Code of a Contact or Lead.Zoho CRM SDK in Angular
I want to integrate Zoho CRM SDK into my Angular16 client-only app, mostly for the purpose of listing/getting data from various modules. However, due to the documentation are quite lacking and mostly outdated, I couldn't make them work. As a start, IEnhance Your Marketing Strategy: Unlock Zoho CRM and Mailchimp's Full Marketing Potential with Mailchimp for Zoho CRM Extension
Hello Zoho CRM enthusiasts, Effective customer relationship management (CRM) and email marketing are essential to any successful marketing strategy. However, handling these components independently can be a time-consuming and ineffective process. ThisHow does the Workflow Recuring work?
I had made a couple of workflow rules for a client's CRM. But I dont fully understand how this works, when I set it up like the below pic, I expected it to work like this - On a date 1 week after the First Instalment date value, this workflow should triggerRenaming of custom fields not visible to all users
Hello, I've got a problem and I don't know if this is a bug. We are using Zoho CRM within Zoho One with different users. We noticed an issue with Zoho CRM. When I rename custom fields fields the old name will still be visible to other users, even whenHelp with Deluge Function / Workflow
I have 2 custom modules. 1. Exhibitor Registration 2. Marketing Tracker I am trying to create a new record in Marketing Tracker, when a new Exhibitor Registration Record is created. I need it to update the look up field Exhib_Reg_Record that looks upRemove "Quick-info section" from Account module view?
After the migration to the new UI, the Account module view (e.g. https://crm.zoho.com/crm/EntityInfo.do?module=Accounts&id=xxxxx...) has the "business card view" at the top, then what is apparently called the "Quick-info section", then the account details.Access lead history post-conversion for improved follow-ups in CRM
Availability: All editions except Free DCs: All Release Plan: It is rolled out in a phased manner and the feature availability is dependent on the revamped Timeline feature release. Hello everyone, After conversion, you can now view your lead's historyKaizen #43 - Tokens and Limitations
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the usage of tokens in authorizations and their limitations. Tokens in OAuth 2.0 Zoho CRM employs the OAuth 2.0 authorization model to authorize its API requests. Grant token, access token, and refresh token are the three major components that play an important role in the authorization process. Initially, the user needs to register a client with Zoho CRM. After registration, the user can generateMaking a Lookup field in Subform as Read only through Client Script
Hi I want to know how can i make a lookup field(ookup to Products) in a subform on Deals module as Read Only on a Stage through Client Script in Zoho CRM. I was able to make the other fields as Read only but was finding issue with the Lookup field. CanLead history for a converted lead is removed
When a Lead is converted to a contact the History / Timeline information is removed. This is very critical info as someone may change part of original data at the lead level like lead contact, email, phone etc and after conversion, we do not have allReport: showing fields from related entities
Hi everyone! We have to build a report that lists Tasks related to Potentials for a certain Campaign. We need to show the email address of the task contact, but how can we do that? The "edit columns" widget only shows "contact name" Thanks in advancFormula calculation on hidden fields
Hello everyone I have a formula that includes several fields Some fields can be hidden according to different conditions Is there a way to define that the formula will only calculate the fields that are not hidden?Categorise Attachments
We take ID, proof of address, right to work documentation and more. I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card. My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload singleVersion history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.How do you list multiple contacts for a lead?
My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality?Zoho CRM Python SDK 2.1 won't update record owner
When I try to change the owner on a Zoho record for my website APKBEB, I get a success message but the Lead Owner field doesn't change. The record is in the "Potentials" module (I think it's a custom module) lead: Record = self.get_lead(int(lead_id))Lead Campaign
Leads campaigns are tailored to explain our services in a way to our potential customers on how we support them. These campaigns are designed to increase our conversation rate and activate relationships with our new clients.Zoho Finance Integration - Double estimates on creation
When linking an account and deal to an estimate the integration creates 2 estimates. Both are linked to the correct deal and account, but one includes the correct items and the other one is empty. Seems like a bug.How to automatically create deals based on requirements
We are a real estate firm which has inventory types of 2bhk 3bhk etc. At the same time we have customers who have requirements (2BHK 3BHK). How do we automatically create deals whenever a new customer is added based on their requirements ? We dont wantWhat is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?Zoho CRM: Restrict Contact Tab Access but Allow Creation/Search within a Module
I'm working with Zoho CRM and I have a specific user who shouldn't see the Contacts tab. However, I still want them to be able to search for existing contacts and create new ones from within a different custom module. Is there a way to achieve this functionality?How to get TAX id from Products Module
In a particular integration we do need to get the TAX id from the different TAX Options in the Products Module, But can't find a stright way to get each id. Any recomendations?How to Maintain/Update List prices ??
Hello, Following multiple research and mail to ZOHO team I wanted to share my experience and my huge surprise toward List prices.... and find out if anyone has a work around ?? Indeed, I am very much surprise that ZOHO CRM allow the Unit price to be updated by mean of Excel import file but not the List price... So if you have 500 products, which by the way is not big at all, you update you unit price (cost price/buying price) so far so good but you cannot update your selling price... !! What ???Webhook when an Entity is restored from the Recycle Bin
I have webhooks successfully setup for communicating with another system when an entity such as a Deal changes and gets deleted. Is there any way to also get a notification if something that got deleted by accident comes back from the Recycling Bin? Ialigning elements in Canvas Builder
I'd like the ability to string up elements in the canvas view and have it align correctly. For example, rather than this: City: cityname ", " State: SN " " Code: zipcode I'd like to see this: Cityname, SN zipcode I know how to do this creating a customAdd Signature in Emails
Hello, How can i add a signature in the new emails inside Zoho CRM? When i am composing an email i don't see this option, to add a signature for the email. Director www.TECNOSeguro.comProducts on vendors
Hi Zoho family I have a list of vendors who have the following criteria. 1. Country 2. Type (Hotel, Transport...) 3. Various products Making a new quote, is it possible to somehow be able to choose the country and that only sellers from that country areAssistance Required to Attach WordPress Website Lead Form to Zoho CRM using Bit Integrations Pro
Dear Zoho CRM Support Team, I am facing an issue while trying to attach my WordPress website lead form to Zoho CRM using a third-party plugin called Bit Integrations Pro, which uses the Zoho API for the integration. Here are the details of my problem:Remove Unnecessary White Space on Home Screen
Hello Zoho! A really common complaint I hear from our Zoho users (across many companies) is that there is so much unnecessary white space on the home screen view. This is an issue with every customer we have in Zoho, including ourselves. It would beAdd new contact to DEAL
Hi everyone, we have some doubts about how to add new contacts to DEAL once has been done. To put it in context, we have a travel agency. Once an opportunity has been won, I would like to bring all the travelers of the trip into the deal. I think theKaizen #138 - How are Widgets used in Zoho CRM Settings?
Hello all! In last week's Kaizen, we covered the Lead Conversion using Zoho CRM APIs. This week, we will dive into how widgets on the setup page can be helpful. What are Widgets? Widgets are embeddable UI components that you can create and add to yourNext Page
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Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessIntroducing 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 other
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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 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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