Export to PDF/Print UI Upgrades?
By The Grace of G-D. Hi, As you know, When you try to export PDF or Print a record using Inventory templates, the UI is very small (Even if you play with the window size). It is not compatible with the screen size. This is VERY annoying. Do you have any
Notifying User of a New Lead or Contact
How do you setup a workflow or notification to a company user that a new lead or contact has been created? We are also looking to create a task for that user to assign a follow up phone call within 7 days of them becoming a customer. Thank You
Zoho CRM Extension Install function - check if a global variable already exists
The default install function creates some variables that are used for storing certain information for the user (e.g. app settings). The install action is running on update as well as a fresh install and is overriding these custom variables to there default
Issues with Email Configuration in Zoho CRM
Hi there! I hope this message finds you well. I am seeking assistance with the email configuration in Zoho CRM. I am a user of Zoho Mail and have two email accounts, which are essential for my business. However, I am facing difficulties while trying to
Can I combine sales target into sales report? to show target completions or so?
Dear all, now I have sales report in CRM, to see each sales person's data, but , can I also add his/her sales target in the report/ graphic? so that I don't need to download data to excel and generate other reports. thanks.
How to set up a report on "related list"?
Hi there, when you open up a record, such as a lead, on the left, you can see the related list part, it contains the open activities and so on, can we set up a report to count " how many leads which contains 1 or 2 or 3 open activies and so on"? tha
Message module Zoho CRM doesn't display old messages
Hello, I have a problem with the message module in CRM. I have an integration with WhatsApp and since yesterday, we can't view old messages. As you can see in the picture, when I navigate, it doesn't show more than 10 chats.
Zoom Voice/VOIP integration EU Release
Hello, I can see this was released a few weeks ago - however we were told the EU versions would release in a week or so. Do you have an ETA on this please?
Mark CRM Deal as win after Books Estimate is approved
Is it possible to mark CRM Deal as won automatically after the estimate in Books is approved?
unique / duplicate value if condition - how to?
I have a custom field in the customer menu what has a limitation to unique values. Now i need to link that unique value to another field. Field 1: has 3 options to select from Field 2 (unique value): can only have one unique value for each option from
Mail merge will not work
Good afternoon, Whne attempting a mail merge from our lead within the CRM the page loads as it its going to run the merge but MIcrosoft Word never opens. Is the problem with the website today/ Regards
Canvas - add number of elements in a bullet
In the left panel of a contact in CRM, there the "associate list" (name could be different in english) with a number in a bullet which represent the number of element in it. In my screenshot, we can see most are empty except "dossier repreneur". Great
CRM 'Created Time'
Hi, Am I going crazy. On certain modules such as Quotes, Sales Orders, etc there used by a specific field called 'Created Time'. I used to see this on the layout. Now I cannot see the field on layout, but it is displayed as small text beneath 'Created
Zoho CRM Formula field - lots of "If", "And", "Contains" and "Not"..
Hi, I have a problem with my formula code. It doesn't give me the right output. If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Ny kunde'),Not(Contains(${Sager.Kilde},'Autobutler'))),'Retail Nye', If(And(Contains(${Sager.Kundetype},'BtC'),Contains(${Sager.Type},'Eksisterende
Bing ads integration and tracking
Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords? It is important for us to be able to determine the conversion rate of our Bing ads. If this is not possible now, will this feature be added in the future?
Customizing decimals and commas across Zoho CRM
Hi, I would like to configure Zoho CRM to show numbers in crores without decimal points e.g. 1, 00, 00, 000 Zoho currently displays 100,00,000.00 I would like to make this change across the app. Not just for a field in a module. The same change should
Organize blueprint transitions
Hello, I don't see this as a very hard thing to do, but it would be very helpful. Currently, when a blueprint's transitions appear on a record there is no way to organize them. The order they appear in seems very random, and this random order changes
Permissions based on account owner
Hello, I can't wrap my head around some things regarding permissions: On the accounts tab, there is a deal section which lists all the deals made with that account. Now the problem is that I want the account owner and only him/her to see all the deals
Meting alerts with clients
as per my work, I have to do meetings after 20-25 days with every customer so how I can implement this in Zoho CRM.
Users Last Login Report
I'm a ex-salesforce user and we used to have the ability to quickly export a list of active users including the last time the logged in. If a user was not taking advantage of the system we could easily see from the report. I've been hunting around, but
Track Zoho CRM User Activity
Is it possible to get a report to show the user activity (logins) within Zoho CRM?
How to use Products in Accounts to map Interest / Ownership
Hello Zoho community! I would love your ideas and feedback on something that I cannot seem to understand. Deals, Accounts and Contacts have the Product related list by default. We are Zoho One user and we use the Zoho Finance integration in the CRM. I
Blueprint now supports Portal users
Dear All, We have an exciting announcement for blueprints; you can now add portal users as owners of blueprint transitions. Portals in CRM allow you to expand your CRM reach to external parties to access modules, web tabs, and perform permitted actions
In Contacts Field Format
Hi, I added the pan card number filed in contacts but I want to give a format that by mistake I never enter the wrong data. the example format is AAAAA1111N
Task manager
When I create a task its shows on the next action window but when I completed it the task will be hidden how to hide the next action with other status also?
Trouble Searching for Hyphenated Phone Numbers in ZOHO CRM Using COQL Query and Curl Command
Hi. I’m using the ZOHO CRM API and the curl command and trying to search for contacts using the COQL Query but it is not working. Get Records through a COQL Query Below are the problems that are happening now. I created a curl command to search for hyphenated
Zoho CRM's V5 APIs
Hello everyone! We hope you all are doing great! We are thrilled to announce the release of Zoho CRM's V5 APIs! While V4 offered some exciting APIs and enhancements, V5 is also packed with some great features and enhancements. Read on for a brief of the
API Access to Timeline
It would be great to have a GET api endpoint for the CRM timeline. My company uses a data warehouse to store and transform data for reporting. We need to be able to report our data for a filtered snapshots of time, but with the current API endpoints,
"Next action" section in Lead page
Hello, In Lead page under details sections there is automatic section named Next action. There are shown only planned tasks with the Lead, May I show there also scheduled calls, instead checking Open activities or checking in Calls tab? The same question
Focus Group Webinars - Q2:2023
Hey y'all, Thank you for response and interactions to the FGs in the previous quarter. That being said, we're happy and thrilled to announce our next set of Focus Groups for the second quarter of 2023 (May - June). With every Focus Group we aim to tackle
Lead source is added randomly "Social Media"
Hello, I have been facing this issue that I am seeing some random leads which are added by webform attached on website and there is no SalesIQ history attached to it. The source for webform is hidden and selected as "website visit" but it is not reflecting
how to get transition_id to update Deal Stage in Blueprint API in Zoho CRM?
Hi, I want to update the deal stage to 'Won' in Zoho CRM after a customer perform an action in our own mobile application. so we have to update the Deal Stage through Restful API. We are using Blueprint to update the deal stage, I believe I have to use
Change PDF prefix in Zoho CRM?
Hello, We are using Zoho Books for sending quotes, order confirmations, and purchase orders. Since Zoho (CRM and Books) doesn't have the feature for RFQ's, we are using the Purchase module in CRM for this. Whenever we create an RFQ and send this to our
Zoho campaigns data in Zoho CRM
Hello Everyone! I am currently facing an issue regarding data from ZOHO campaigns in ZOHO CRM. So the problem I am trying to solve is that I have ZOHO CRM and it is integrated (SYNCED) WITH ZOHO campaigns. I want the fields in ZOHO CRM related to campaigns
Dashboard
Hi, I would like to add as a component a table/chart that shows all deals categorized by deal owner. I would like to be able to see in the dashboard a count of how many deals per Deal owner/user we have. Is this possible? Thanks, Cristina
Segmentation recency - doesn't work?
Hi all! I have created a segmentaiton using Zoho's own segmentation feature. However it seems it doesn't work correctly. In the recency field I have used a booking date for my customers. All my customers have the booking date filled - but the segmentation
Is there any way to retrieve multiple records by providing their record ids?
Hi, I am integrating Zoho contact module with my system. I have stuck at one place can you please help? I want to retrieve multiple records by providing multiple records ids. I have checked getRecordById method but it provides at a time 1 record but i need a way in which I can pass multiple record ids and get their details. So please guide me if is there any way to do so. Thanks, Shashank Patel.
Import leads for two departments and assign to different user profiles (Zoho One CRM)
I am looking to import leads data for two departments (from .csv) and then assign them to appropriate users. How can I achieve this efficiently? Leads data for both the departments have some variations in data fields. Both deparpments are business units
box for input string/number from user. (like Prompt instead of alert)
I need to get a string from user during my custom script Is there any way to do a command like prompt-method? username = prompt('Please enter your name'); Script works in List view as Button for each record. I know about "alert" - but in this case I need
It says "Your Professional Trial expires in 15 days" but I wanted a free account
At the top of the CRM app it says "Your Professional Trial expires in 15 days" right after I signed up. I wanted to sign up for a free account, not a professional trial. I'm currently trying to evaluate the Free version but that's difficult to do when it's giving me a Professional trial. Is there any way to turn off the Professional Trial?
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