Connecting Physical Phones to Zoho
Hey everyone, I work for a phone and internet company that's looking to integrate our phones with Zoho. We have physical phones and a softphone that is connected to it Currently our only goal is click-to-dial I've looked through the documentation of PhoneBridge,
Updated Search Bar Will Not Go Away
After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is
Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool
[6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Updated Search Bar Will Not Go Away
After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is
Need Custom Function to fetch files from file Upload field in Zoho CRM
Hi Community Members, I have stored some files in file upload field in deals module I need a custom function to fetch the files from file upload field and attach into most recent note Please refer to the attached image
Customizable Spacing Between / Below Columns in Zoho CRM Templates
Hello, We would like to request an enhancement to Zoho CRM’s template editor. Currently, when creating a new template (in our case, an Inventory Template for generating a Quote PDF), we have the ability to add spacers and control their exact size. However,
display each individual salesperson target
Hi there, I want to be able to display each individual salesperson's target on their own dashboard. Currently it is setup that it shows the whole sales department target, which is why i want it to display each individual person's target so that when the
Is it possible to link one note to multiple companies?
If I have a note that talks about a relationship between two companies in my CRM, is it possible to associate that note to both companies or do I have to make a copy of the note and link the copy to the second company?
Allow Using All Variables Multiple Times in Templates
Hi, We would like to request an enhancement to the template creation feature in Zoho CRM. Currently, some variables can only be used once per template. For example, when creating a quote template, the item quantity variable can only be added once. If
Zoom Phone SMS Integration
Requesting Zoom SMS capabilities to be integrated by Zoho CRM to capture a related SMS conversation logged to the lead, contact etc..
External View Access for Agencies
Good afternoon! We work with recruitment agencies who send us leads to onboard. The onboarding process takes 1-3 days typically. One of our issues is that the agencies are always asking for updates on their registration status. This is so often it's become
Case Email
We want to send a case closure email by using email template, but we cant see any send email button in cases detail. i mean how to use case email template .. and how to send emails for cases.. for case created, closed etc. Email template do have case columns, but from where could we send the email for a particular case, I am not able to figure out. Zoho cant have this basic error. there should be a solultion for it.
INCORRECT - Please disregard - Zoho CRM Connector - Breaking on February 17th
Hello, We use Blackbaud and it's Blackbaud for Outlook add-in. They sent a message regarding a pending Microsoft change that affects add-ins. I'm receiving Error Getting Identity Token within the Blackbaud for Outlook Add-In The linked Microsoft article
Experience sharing - creating quick prototypes to align understanding
Curious to hear from developers in this community - How do you create a prototype of Zoho CRM customised changes quickly with little coding so that you can validate your idea and requirements with stakeholders? The latest method I have found still requires
Bar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a new
Help with filtering Contacts from Accounts based on third module
Community I need some advice. There a small thing that is a big stone in our shoe. So we have three modules Accounts, Contacts, Assets. They are connected Asset > Account Contact > Account I want to email all Contacts from Accounts that have Asset. Right
Possible to disable "Quick Create" option for new record creation?
Is there a way to disable the "Quick Create" option for creating new records? Some of my layouts are heavily reliant on conditional layout rules and these don't work when in the "Quick Create" mode. It's very annoying and confusing for the end users to
Manage Approvals like Never Before: More Control and Flexibility in your Approval Processes
Hello Everyone, We hope you are doing well! We are here with exciting enhancements to the approval process of Zoho CRM. The updates provide greater flexibility, transparency, and control over record approvals, empowering you to ensure the right data enters
How to Check if the Access Token is expired?
Hi Zoho CRM Team, I want to ask if there is a way or if there is an API to check if the access token is already expired. This is to avoid having several active access tokens. I really appreciate any help you can provide. :)
Mass Update a Lookup Field
How is it after 10 years this still hasn't been implemented? I have 2,000 records that require a lookup field updating and I can't possibly do it manually one-by-one...!
Relation name issue with getRelatedRecords
Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants
Product Registrations via Zoho CRM
Hello, I would like to have a public page, where users can enter product registration details. This needs to be many-to-one (registrations-to-contact). I tried the CaseToWeb Form. It adds a Contact and Case, which is fantastic. However, it will only let me add a few details on the Contact such as Name, Phone, Email. I also need the ability to add address, city, state, zip fields. Has anyone tried this before? Thanks, Brian
Function deleted after releasing connection in Kiosk
Hi Everyone I create a Function (Automation) and link it in a Kiosk Workflow. Later, I decide not to use this function from Kios anymore, so I delete the entry in the Kiosk Workflow and publish the new Version. Problem 1: The Function remains linked until
Help with Formula to Calculate Remaining Days from Due Date in Zoho CRM
Hello, I am working on a Zoho CRM formula to calculate the remaining days from a Due Date field. My goal is to display the number of days left from today to the Due Date. I have tried the following formula, but it is not working as expected: plaintext
Change lead status via url parameters
Hello, We have a lead generation form on our website and and we received an email when the lead is generated. This email contains a link to the lead in CRM. Does CRM have built-in parameters so that I could have a link in the email that also says junk?
Tracking new lead response time
Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system. I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere. It's
Sending Estimtes to approval from CRM Finance module
Hi, This is the second time I'm facing this user experience problem. I hope you might give some insight on how to either do or explain colleagues / clients. A sale person is responsible to create an estimate for a deal from the CRM. However the estimate
New in Zia: Identify anomalies in list views, plus best mode to contact recommendations
Hello all, We're here with a couple of enhancements in Zia—Introducing anomaly detection in list views and the best mode to contact suggestions. So without any delay, let's get into the details one by one Anomaly detection in list view Anomaly detection
Email Parser refusing to create record
Hi there, Ive created a email parser rule with this layout which was working for a day but all of a sudden after the weekends, the rule stopped functioning and every record after kept failing to create. example of email that is rejected below is my parser
Stopping Scheduled Actions From Workflows
Any idea who this can be done? Is it done automatically? I can't find anything in Zoho explaining.
Custom Function for a new Field (combination of two existing fields)
I have a custom module Eurotax API Eurotax This module contains 2 fields: 1: EUROTAX, API Name EUROTAX, Data Type Number 2: ROK, API Name ROK, Data Type Pick List I need to add a new field (for example Field3) that will be the combination of the values
Edit / Modify system generated emails
Hi, System generated emails are great and are very helpful (tasks, etc). Why not allow us the ability to edit them? add/remove/reorder/reposition fields? I'm referring to emails sent from systemgenerated@zohocrm.com BTW - There's an old thread about this
GetRecords.py UNABLE to PARSE DATA
Hello, I am trying to follow the GetRecords.py sample but I am getting a Status Code: 400 Status: error Code: UNABLE_TO_PARSE_DATA_TYPE Details Message: either the request body or parameters is in wrong format Any thoughts on how to fix this?
python Message: invalid external fields in header
Hello, I am trying to follow the GetRecord.py sample and put in my record ID from my URL and I am getting this error: Status Code: 400 Status: error Code: INVALID_DATA Details Message: invalid external fields in header Thanks for any help. I've double
Ability to Change Custom View After Cadence Creation
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is
Include Refresh Custom View on custom modules
The "Refresh Custom View" button does not appear for custom modules. This seems like a very silly thing to omit.
in zoho crm, client portal, how to only show the active products?
in zoho crm, client portal, how to only show the active products?Thanks
Zoho CRM function invoked by REST API Key does not receive a POSTed payload from Zoho Sign's webhook feature
Posting a payload to the URL of the API Key invokes my function, but I can't access the POSTed payload data inside my function. I have confirmed that a payload is being POSTed correctly by testing with my own hosted webhook. I have tried receiving the
Zoho CRM - Create Report out of a Graph
Hello, I created two graphs that measure the weekly sales activities on the basis of messages send on LinkedIn (we are using a third party tool that saves all LinkedIn messages automatically as a note). The graphs and the corresponding settings look like
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