Web to lead form not working
I am starting to use this Zoho product (3 users for free) to see if it really does what it should prior to making a purchase decision. One of the important parts of the ZOHO CRM is the ability to create a web form that auto generates a lead. We have set
Quotes vs Invoices vs Sales Orders
We have the need to create either quotes, invoices or sales orders for services we provide to clients for our sales team to present to them. However, we are confused in the purpose of each and which we should choose. Could someone explain the difference in them? Also, with these, we will have setup costs for our clients and then fixed monthly costs. For instance, we have services that are one-time services at $997 and then we have others that are monthly only ($250 per month). In addition, we
Can't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with
Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API
🎊 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.
Kaizen #194 : Trigger Client Script via Custom buttons
Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
Make record entry more organized with the Sections component in Wizards
Hello everyone! Wizards in Zoho CRM have always helped you break long record-detail pages or large sets of fields into multiple screens, making data entry smoother and more user-friendly. Now, we’re taking a major step forward with a new Sections component—giving
Leadchain into a custom module
Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes Niels
is there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM
Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this view
📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!
We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with
Validation Rule (Date)
Hi There, Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date. Any takers? Manoj Nair
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
How to delete Inactive users?
We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar
Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more
Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by
Multiple Selection/Select All for Approvals
I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to
How to report and analyze a multi-select field entries distinctly ?
As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries
Zoho CRM Two currencies on one record
Hello all, Our country is planning to transition to Euro from our local currency. The government is planning to mandate that all companies show their invoices, quotes, etc. in both currencies for a period of one year in order to protect from speculation.
How to get values from both tables in Join in COQL query in Zoho API
In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. { "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,
GDPR Contd. - Handling Lawful Bases for Your Customers using Zoho CRM.
Hello folks, Continuing from our previous GDPR post, we bring to you the first cut of GDPR centric enhancements that are released for handling lawful bases for your customers in Zoho CRM. For your understanding we have split the entire process into three sections: Identifying Data Processing Basis Updating the Data Processing Basis in Zoho CRM Consent Management in Zoho CRM 1. Identifying Data Processing Basis The fundamental principle to handle the personal data of your data subjects is to process
Masked Field Type with Permission-Controlled Visibility in Zoho CRM
Dear Zoho CRM Team, Greetings, We would like to request a new feature that would enhance data security and access control within Zoho CRM, especially when handling sensitive internal information. Use Case: Our team occasionally needs to store sensitive
Converting Sales Order to Purchase Order
Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
Accessing and Using Formula Field
Hi There, I created a formula field called 'Day of the Week' in the Leads module that takes the record created time and transforms it into the day of the week. The formula field returns the correct values. However, I am unable to find or use the field
MS Teams Meeting to Zoho CRM
Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
Creating Layout Rule With Formula Field
By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?
Subfrom Changes are NOT included in Audit Logs and Timeline
In the Timeline the subform changes are not tracked We have an important custom module for Recording Pricing Information It has a subfrom, now if Changes are made to the subform fields they are not shown in the timeline, ONLY the aggregated fields This
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
Automatically assign Contact Roles to a Deal
Hi guys, Is there a way to assign multiple Contact Roles to a Deal via a workflow or similar? Thanks
on submit of creator form then record is create in Zoho crm purchase module then on automatically task want to create in the crm
on submit of creator form then record is create in Zoho crm purchase module then on automatically task want to create in the crm
Zoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0
How efficient is your current CRM automation setup? As customer journeys become more dynamic, it's common for data and actions to get scattered across teams and modules. This leads to broken processes and inconsistent customer experiences—especially across
MULTI-SELECT LOOKUP - MAIL TEMPLATE
Dear all how are you? We need to insert data from MULTI-SELECT LOOKUP in a email template, but I can't do that, when I'm creating the template I can't find the field to insert it. is there any solution? PVU
Changing the owner of a call
Am I correct in my conclusion that I cannot change the owner of a call in Zoho? The field does not show up in the screen, nor can I make it show up as the systems does not give me that option. I cannot "mass update" it either. I tried it, but Zoho refuses to change the name of the owner. Please help out: how do I change the owner of a call.
Global Fields
Just like Global Sets for Picklists, we would like to have global fields for any kind of field. Three things that should be saved globally: 1. The Existence of the field 2. The Name and 3. Association with a module should be set up in a respective place
Shuffling between one note to the next
I usually start all my notes per interaction with a contact with the date and then a little detail. But when I search for it it only see a small portion of the note and can't immediately tell which contact its associated with. can we make the note content
Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
Is the "schedule 10 mass emails/module" limit a per user or per organization limit?
For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or
CRM: related table using module queries, are links possible?
Hello. I was exploring the possibility of using a module query to get a filtered related list. For example, I'm using a Canvas custom details page and if an account has an open deal I'd like it to appear at the very beginning of the account page, with
Scheduled outbound calls
How do you mark a scheduled outbound call as complete? I see no way to change the status.
How to see exact clicked links in CRM from Zoho Campaigns ?
Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.
Email parser rule will only parse emails with an exact match? What madness is this?
I finally got myhead around deluge and scripting, but wondered why my parser wasn't working. (https://help.zoho.com/portal/en/community/topic/extract-11-digit-number-in-any-position-from-enail-subject) Problem: There are *zero* characters or phrases that
CRM Analytics - Elegant Comparator
Anyone noticed a wierd thing on the Elegant Comparator on CRM... Compare Among - Time Period - Last 6 Weeks... only 5 weeks show Compare Among - Time Period - Last 5 Weeks... only 4 weeks show Compare Among - Time Period - Last 4 Weeks... only 3 weeks
Zoho CRM record in blueprint unable to initiate any form of approval process
My business case As a penetration testing company, we have engagements that need to follow a set path, from “to be scheduled” to “assigned to tester” to “regulatory documents sent” to “testing in progress” to “report delivered”. On this path, a particular
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