sending mails via workflows with own email address instead of notifications@zohocrm.eu
Hello, I suspect that this question has already been asked (sorry), but I couldn't find a clear answer. when I send emails to crm-contacts/leads via workflows, the sender is: notifications@zohocrm.eu this is of course not nice. especially since our own
Zoho mail and CRM sync?
I just started using the CRM email add-on (currently using the free version of CRM, I paid for email). I hope I am just not seeing some things; I have several questions: 1. WHERE and HOW can I sync CRM "Contacts" with email "Contacts" - the usefulness
How can i get parameters using Zoho Widget?
I would like to know how I can pass parameters (for example: the ID of a financial proposal), to a Widget? I intend to host the widget externally, however I need to obtain the Proposal ID so that it can react dynamically.
How to merge duplicate products?
merge duplicate products
CRM Mail Merge fields
When we have a lot of requests for quotes, we use the mail merge function to quotes we have produced. It all works well but we have one thing we need that isn't showing up in the mail merge template. In our Quotes module we have selected to show product
CRM Kiosk Get Record Override
I'm having an issue where i'm trying to create a record in a crm module, and then with the information i have, try and match to fields in sales orders to match back to the new record. The match will not be exact, so i'm using several 'contains' arguments
Share dashboard created in CRM with external parties
Hi all I created a dashboard in Zoho CRM and want to share it with an external party that is not included in our Zoho organisation. How can I do this? Many thanks!
Zoho's Webhook Service Generates "SSL Handshake Error"
Zoho's Webhook service/agent is generating "SSL Handshake Error" and is not reaching our listening endpoints. This indicates that Zoho's Webhook agent is unable to recognise valid certificates on the listening application. The endpoint can be reached
Automate Zoho CRM Export to pdf
Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email the
URGENT: Vote Here to Fix the Terrible Hebrew Translation Once and For All! | דחוף: הצביעו כאן כדי לתקן את התרגום העברי הנוראי אחת ולתמיד
By the grace of G-D. Fellow Hebrew-speaking Zoho CRM Users, Have you noticed that Zoho has "updated" the Hebrew translation again? Somehow, they've managed to make it EVEN WORSE than before! Just when we'd finally memorized what each poorly translated
How to Disable/Hide Send Email Button in Zoho CRM under Leads Module and Custom module?
I want to Hide Send Email Button in Zoho CRM under Leads Module and Custom Module.
Reseller Partner Portal
Does anyone have a good solution for a reseller partner portal where they can manage leads, deals, and documents that would sync with Zoho? I can't seem to find any great options.
Dialing Microsoft Teams Phone Service via Zoho CRM
I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
Portal Default View
Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.
Emails sent via Zoho CRM not showing up on Reports
Usually when I send emails via Zoho CRM, I can see the total number for the day/week/month when viewing the reports. For some reason my emails this week are not all showing up there. When I go to the Lead/Contact I can see the emails there however. Of
Unable to create custom functions in Node.JS / Java in Zoho CRM
Pretty much the title I'd like to create Node/Java functions to automate and process some actions. Done that in Deluge but I would like to switch. The docs say there's a way, but the cold reality of using CRM through Zoho One with org/app admin rights
how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script
how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script. Data base region contain saudi means make all the address field mandatory .The code i have used not working Fine
Field to count linked Products in Custom Module where record status is "Active".
So, I'm having issues with this custom function. I'm trying to update a field each day, that counts active Virtual Products. I have a custom module called Agreement History where records for each service agreement are stored. In each of these records,
False Positive Responses When Creating Leads via API
I’ve integrated my website with Zoho CRM to create Leads when new accounts are registered. However, some users aren’t being created as Leads, even though the API returns a success response. I added error logging, but these missing Leads don’t appear in
How to upload an image as a background in a Zoho CRM template
HI I cant upload an image as a background in in the Zoho CRM Template, under background is only possible to change the color.
Can't add Zoho learn custom portal get users OAuth Scope
Hey I'm trying to create a connection from my CRM to Zoho Learn and use it to get the users of a custom portal in zoho learn. The OAuth scope required in the zoho learn api documentation https://www.zoho.com/learn/api/get-custom-portal-users.html doens't
Button to attach Mail Merge PDF into deal Attachments as
Hello I am trying to create a button inside Zoho One Deals that will take a per made Mail Merge template and attach that template as a PDF in the attachment of that deal. This is the deluge script I got from Chat GPT and it does not work does anyone know
Zoho CRM Email Templates Stopped Working
Templates do not load for viewing or editing. Also sending email with API using a templates, results in an error.
update Deals Stage/Pipeline if zoho forms filled out
Hello, I'm having a problem at the moment and would like to ask for your help. in the lead status “pre-qualification” i send an email through the blueprint with a zoho-forms form that the recipient has to fill out. it is then also converted to contact+deal.
how I can delete user retired?
Hi many users leave our company, they are linked to our organization dopla srl. I want delete them but in the user profile I read that user must ask to administrator, but I don't know where I can delete them. thank you
Custom Button in Zoho CRM
Hello there, Is creating a button based on a URL field in the Contacts module possible? If possible, we wish the button to be beside the "Send Email" button. Looking forward to hearing from you. Best regards, Joel
Suggesting enhance for criteria based data-sharing rules
I suggest that, for user fields, the logged-user system variable could be used. This would allow the user, for example, to access records in which he/she is mentioned in a specific field, other than the owner. Thanks! Eduardo
Get Time
I have a date/time field in CRM. I'm trying to use deluge to extract just the Date, just the Time, and just the AM/PM designation. I cannot for the life of me get this to work... I've looked through all the deluge documentation but nothing seems to work...
Beyond months: Zoho CRM now supports custom fiscal year formats
Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendar
the original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list
hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.
Waterfall component in Zoho CRM: Visualize how individual contributions build the result
Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—Waterfall
CRM is shutdown again
Hi All client script is down. and unable to export any PDF from CRM. I try to upload a screenshot in this topic but fail. Thank you.
Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM
Dear customers, When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho
Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!
This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Hello everyone, As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - from
One Event, multiple Contacts
There have been many postings over the years about including multiple Contacts on one Event. Example - one lunch meeting with 3 Contacts - the Prospect, a Consultant and an Analyst. And having the Event appear on all 3 Contacts' Completed Activities.
Facing issue in getting data through api calls
I have send data of users and want to get the data oof users but facing issue with one field for that I want help
Call Transcription: Zia and RingCentral
Can I use telephony integration with RingCentral for call transcription/recording? In my CRM Setup > Zia > Communication > Call Transcription, if I try to enable it, it gives a warning "Please set up a telephony integration and then enable call recording
Mass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference
Tip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time
Querying COQL Multi-Select field
Hello, I added to the Price_Books module 2 simple multi-select fields: Countries and Devices, and a few other fields. I tried the following COQL queries: select id,Price_Book_Name,Active,Countries,Devices,Link,Created_Time from Price_Books where Countries
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