Zoho CRM Multi-select values not translated
Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values. Please, help me to undestand, is
Get instant summaries of your notes with the help of Zia
Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glance
Has anyone implemented a ""switch"" to redirect emails in production for testing?
Hi everyone, In our production Zoho CRM we have a fairly complex setup with multiple Blueprints and Deluge functions that send emails automatically — to managers and internal staff — triggered by workflows. We’re looking for a way to *test changes safely*,
Dashboards / Home Page - Logged In User
Lots of the dashboards that we use reference the Logged In User. We also set up Home Pages for specific roles, where the Logged In User is referenced within the custom view. As an admin, that means that these views are often blank when customizing and
Set a lead as non-marketing if they opt out of email marketing
I'm gathering Lead data via an enquiry form and wish to give them the option to opt out of marketing emails (which we send from Marketing Automation) whilst retaining the ability to send them non-marketing emails - so the email opt-out field doesn't work.
Set up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
Creating a work order for dispatch
We currently uses ZOHO for CRM and Intuit Field Service for creating Work orders and dispatching. This is causing double entry and is not efficient use of time. I would like to use ZOHO for all customer related activities so can you tell me if you can : Create a work order that we could manipulate to meet our needs. Also if you could then dispatch that would be ideal. Thank you
Upload a file to a File Upload Field through API
Hello, Is there any way to upload a file to a custom file upload field in a module when doing an Update using the Record API? I've found and I am able to upload files to attachments but I don't know how to upload them to a field. I've checked the documentation at https://www.zoho.com/crm/help/api/v2/#update-specify-records but the File Upload field type does not appear in the examples. Thanks
Kaizen #131 - Bulk Write for parent-child records using Scala SDK
Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write
How to automatically schedule a meeting After Blueprint Transition
As part of our sales process, we require a technician to go to the customer's site and perform an installation prior to advancing to the next stage of the blueprint. So this will require (a) scheduling a meeting for the technician to visit the customer's site and (b) a reminder phone call the day before the scheduled meeting. As I'm designing the Deal Blueprint, I see that I can automatically add a Task to the deal, but I can't add a Meeting or a Call. What am I missing? There seem to be 3 types
Export option in Contacts is missing
Hello - I've been clicking around Zoho all morning trying to find the export option. It formerly was in the right hand corner, above the search box, but now I don't see it. I've looked everywhere - Am I missing it somehow? I've attached a screenshot.
Unable to open iOS Zoho CRM app
i am unable to open Zoho CRM iOS App in iPhone 14 Pro Max v18.5 and it is crashing immediately after i click to open
Whatsapp BOT with CRM
Hello, how do you use Whatsapp integrations in zoho CRM?
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
How to create auto-link between Invoice and Quote in CRM
It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?
Receiving too many Spam Leads. Why?
I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory
Zoho Reports Not Grouping from Subforms
I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates
How to Fetch Images from Related Modules in Zoho CRM Mail Merge Templates?
Hi team , Hope this email finds you well. I have a requirement where I need to create mail merge templates within Zoho CRM in such a way that they fetch images from a record stored in a different module. The way it works is I have one module "A" which
"In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
@Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
Phone Number Integration
I would like to be able to track my cell phone calls in the CRM. So if a contact calls my cell phone number, a note of that phone call will be made in the CRM so that I don't have to remember to go back in and add the call manually. Is there a way to connect the CRM and my cell phone via a 3rd party? Such as Google Voice, Skype, etc. Its important that my clients don't have to call a new or different number and that sent calls use the same number as well. So if there is a way to connect my phone
Create Encrypted Zoho Forms URL for SMS Pre-Population forms using zfcrm_entity=
Hello Zoho Forms Community and Zoho Team, I’m trying to send a Zoho Forms URL via SMS with pre-populated CRM contact data, inspired by a post from four years ago by GlennP (https://help.zoho.com/portal/en/community/topic/passing-the-crm). Our form is
More context, fewer tabs: View lookup modules' data within a CRM Canvas page
Hello everyone, How often do your users juggle multiple browser tabs just to piece together the full context of a record? This update can make their lives easier. You can now add lookup modules' fields to a Canvas detail view page and a Canvas list view
On click of the Blueprint transition (Qualified or Not Qualified), the 'Convert' option should be enabled in the Lead module.
On click of the Blueprint transition (Qualified or Not Qualified), the 'Convert' option should be enabled in the Lead module. console.clear(); let convertButton = ZDK.Page.getButton('convert'); let leadStatus = ZDK.Page.getField('Lead_Stage').getValue();
Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings
Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration
Kaizen #199: FAQs on Multi-Select Lookup (MxN) Field in Zoho CRM
Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got
How do I set users up to only send emails using org emails?
We run marketing campaigns for multiple clients and strictly send emails using the official organization addresses provided by each client. However, we've encountered several instances where users unintentionally send emails from their own company accounts—a
Find and Merge Duplicates to trigger webhook
My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,
Override Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where
Trigger for Validation Rules
Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficial
Useful enhancements to Mail Merge in Zoho CRM
Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
Client Script for Task Module
When do we expect the client script for the tasks module?
Formula Fields inside of Blueprint Transitions
We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit
Is Conditional display of field(s) possible in a Canvas Customer Portal?
Is Conditional display of field(s) possible in a Canvas Customer Portal? How?
Show All Notes For A Single Record
I would like to be able to view a list of all Notes for a particular record. We can add several (unlimited) Notes for the Leads, Contacts, Accounts and Potentials records. The subject line and some of the note content for up to 10 notes is visible on the first page. You can select the arrow to view additional notes in the list. I would like a button next to the New Note button that says View All. This would bring up a printable list of all notes listed in descending order by Modified Time (newest
Zoho CRM Workflow and Function Backup Options
Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.
Can you create a lead without assigning an owner?
Here is the question I have: Is there a way I can create a bunch of leads without assigning it an owner? What I want is for my salespeople to pick and choose their own leads without me assigning them.. right now all leads are owned by me because
Try CRM for everyone button in the way of workflow
Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.
Include EVERYTHING in Language Files
Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names Please include everything into these files, otherwise it's not really a multi language
How do I modify the the incoming/current call popup? I can modify other call pages but not that one.
I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main
Canvas: Add Sections to Detail View
Currently it is only possible to add fields to a canvas detail view. This makes Canvas hard to maintain, because everytime we add a field to our system, someone needs to go into the canvas view and add it there as well. This leads to additional work and
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