Lead Fields
Good morning, Currently for LEADS we have a field that is "Lead status" and we have another field which is "Decline Reason". When a user selects the Lead Status to be "Declined" it will prompt a required field for "Decline Reason" so they can select theAutomatically populate Meeting fields based on recipients
Hi there, We're looking at using the integration with Office 365 to automatically sync meeting invitations sent to us by our clients, or sent by our team members through Outlook into the Meetings module in Zoho. This will save us time, as we won't haveOur Review Of Zoho CRM after 60 Days
The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We alreadyEnhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as theZoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. IntroducingAbility to access saved filters when the filter pane is hidden
Hello, a request here to be able to see saved filters when the filter pane is hidden. The benefit - This would free up an extra 15% or so more useable area for Kanban/listview because the filter pane can most be kept hidden ***NOTE - original requestScheduled tag addition not triggering workflow in response
Hello, I have 2 workflows : workflow 1 and workflow 2. Workflow 2 triggers whenever a specific tag(reminder 3) is added to a contact. When I manually add the tag, workflow 2 seems to trigger alright. But when the same tag(reminder 3) is added throughhow many contacts can I import from salesforce
it appears I'm on free version and can only import 20 or so contacts or accounts. Am I missing something?Zoho Rollup Summary Field: An Overview
Zoho CRM is a powerful tool for businesses looking to streamline their sales processes and improve customer engagement. One of the features that makes Zoho CRM stand out is the Rollup Summary Field, which allows you to perform calculations on relatedAdding data from one module to a custom module
Hello! so i'm trying to make a function to transfer information from one module to another. Essentially when a contact is "closed" i have it move to a new module to reduce clutter, but some information needs to be saved. I already maxed out the line limitIs it possible to edit a report in Zoho CRM?
Hi, I created a report in Zoho CRM Reports joining 2 tables, but now I would like to join a 3rd one. I can't seem to find the button for that, so I'm guessing that feature does not exist (?)How do i add AUDIT Logs via API
i want to save user actions to audit logsSync Zoho CRM Contacts to Microsoft 365
I have just enabled the Microsoft Office integration from Marketplace ("Contacts - Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365.") I have just created a Lead in the CRM but it has not gone across to M365. I didPreventing a Comma in text fields
Hi, I'm trying to create a validation rule to prevent special characters, I'm able to add almost all special characters and it works fine..... except the Comma ( , ), You use the comma to separate between the values in the condition, but what about theProduct pricing without the Unit Price field
Hello, I am testing if I can use a different field for the unit price rather than the system default Unit Price. I have deleted the Unit Price field in Products and Services. When I then create a quote, CRM adds a price for the product even though thereZoho CRM + Cisco Communications Manager (PBX)
Is it possible to integrate Zoho with Cisco Communications Manager (PBX)? We would like to pass caller ID to Zoho to bring up the record when the phone rings. Moderation Update (22nd July 2024): We are happy to inform you that the Cisco integration withZoho CRM API: Python request-based POST or GET authentication + insertion of contacts
The Task## A django application that allows users to sign up and once the user clicks on the account activation link, Zoho CRM is receiving the data and a contact is created in the CRM section. Olansi Air Purifier The Problem I am currently working onNew functions in formula builder in Zoho CRM
Dear Customers, We're happy to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your lifeCadence not working on leads that are created via form submission.
Hello, I have a Cadense set up to add Leads with the status "Webinar Follow-up Cadence in Process". When I manually create a new lead with that status is works fine and adds the lead to the cadence. However, I have a zoho form that automatically createsZoho Contracts and Writer- Linking Documents to CRM
So I tried Contracts and it seems like a glitchy ordeal. I created a template but when I started a new Contract based on that template it was changing the template and didn't seem to link to the CRM at all. My feelings about technology are that if youEmail Unsubscribe for Leads
I currently have a cadence set up for all leads with a specific status in a custom view. I’ve included the default Unsubscribe link in my emails. When it’s clicked it shows a message next to the email address in Leads but it does not automatically checkForce Record to Exit Blueprint
Hey friends! We have a blueprint set up for our Deals module to force certain stages after a deal is in a "Demo" stage. After it's in demo, either a salesperson must select "Demo Complete" or "Demo Not Held." Both of these timestamp a date for us whereIn-person Zoho User Group Meetup: Master User-Friendly Business Processes with Zoho CRM (August 2024)!
Hello, Zoho Community! Calling all Zoho users in Australia and New Zealand! Building on the success of our previous meetups, we're excited to announce the August 2024 Zoho User Group (ZUG) Meetups, focusing on "Setting Up Tailored User-Friendly BusinessChoose necessary Deal fields during bulk lead conversion in CRM
Module: Leads Editions: Standard edition and above DCs: All Release plan: This enhancement has been rolled out to all users in AU, JP, and CN DCs for all supported editions. Soon, it will be released for all users in other DCs as well. [Updated on 26Kaizen #13 - Bulk Write API
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the Bulk Write API. What is the Bulk Write API? The bulk write API allows you to insert, update, and upsert records in a module in Zoho CRM in bulk. The primary difference between the bulk write API, and the Insert, Update, Upsert records API, is the number of records that you can handle. While you can insert, update, and upsert, only 100 records via the Insert, Update, and Upsert Records API perKaizen #147 - Frequently Asked Questions on Zoho CRM Widgets
Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can IError setting up email relay - AWS SES - 554 Message rejected
Hi, I want to use AWS SES to send emails and for this reason I am setting up email relay in Zoho CRM. But when trying to configure new server I get this error: 554 Message rejected: Email address is not verified. The following identities failed the checkIs it possible to create a template to incorporate data in a custom module
I have created a module for application briefs/use cases with our system. I wanted to pull the data into a template to print or to send to prospects. I tried to do mail merge or inventory templates, but it doesn't allow me to access my new customer module. It will allow access to the module for an email template. Thanks,Custom Apps Integration with Creator App doesn't work properly anymore
I have a self-developed custom app (Creator app) that I have integrated since a few months via the Setup/Zoho/Custom Apps integration. Additionally I display a related list in a standard module (Deals). Since today it doesn't work anymore. It suddenlyTAPI telephone
We are going to use a VOIP telephony system and they asked for TAPI. Does Zoho crm support TAPI?Sending generic preliminary emails from PO's / Quote's module without attachment
Hello, A request to be able to send generic emails from Quotes and PO's module in case you need to build a conversation history prior to sending PO. Example: 1. I generate a PO and put it in "RFQ" status, initially setting price to an estimated value,Notes Partial Save and Partially Disappearing - Intermittently
I am having an issue with the notes partially saving, sentences being cut off. This happens mostly when I use TAB>ENTER to quickly save the note, but also happens sometimes when I use mouse to click Save. And I know for sure that the Note is saving becauseHow many Canvas rules can I create?
We'd like to know the number of canvas rules that can be created in Zoho CRM. I'm sure there is a limit but I can't find it listed anywhere. Use Case: We're trying to create a Custom List View Canvas that displays the weeks of the year. We'd like theProduct groups in template
is it possible to add product group title for products and subtotal each group, this is how i want to format my templates:Trello: Invalid Client - Client ID passed does not exist
Hello, I am trying to authorize the Zoho CRM power-up in Trello but always land on the following page: I tried adding a trello client to the Zoho API console but this generated a different client ID to the one in the link of the page in the above picture.Email sharing with IMAP in Zoho CRM
When setting up an IMAP account there is the option for 'Custom Record-Level Sharing Let me choose which customer emails to share with other users.' Where and how do I choose which emails are shared?Integrating Software License Server with Zoho CRM - Contacts vs. Leads?
Hello Zoho CRM Community, I'm working on an integration project between a software license server and the Zoho CRM solution. The goal is to capture trial user data from the license server and upsert it as records in Zoho CRM. In a subsequent step we willEmail Templates - HTML question
Hello, I am making a new quote template. I'm using the version of the template editor that lets you edit HTML, but it doesn't look like this one has "Add header" or "Add footer" options, so I need to do these in the HTML code. What I'm trying to do isBug: ZDK.Client.navigateTo() has recently stopped working for same page reloads.
Zoho - this urgently needs resolving. In order to reload the same "Page Details" page using Client Script, you should simply be able to call: ZDK.Client.navigateTo('record_detail', {module: $Page.module,record_id: $Page.record_id}); This has recentlytrying to update data with deluge function
I'm trying to update a field trough a workflow with the following script. This script works fine as long as i use "save and execute" but as soon as I'm trying to use it in a workflow I get the following error: Data type of the argument of the functionNext Page
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly 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 relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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Sticky Posts
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich 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 optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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