Canvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
Show Call History During a Blueprint Transition in Leads Module
Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have
How to delete more than 100 leads at a time.
We are a call center and we need to upload fresh leads daily. Is there any way to delete all leads only at once. Currently we are deleting 100 at a time. Please anyone who can help. Thank you.
The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers
#CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
Canvas for related lists
Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?
Standalone custom function not generating logs
Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.
ACR Phone mobile app for logging phone calls into Zoho CRM
ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone
Multiple Zoho Attendees in a Customer meeting
We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so
MS PowerApps Custom Connector
Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.
Zdk-cli
As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment
Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?
So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure
Workflow not triggered by custom function field update
I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. I
Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.
Suburb Categorisation/value
Hi All, I have a list of suburbs that my company services, they are categorised by value to the business using a letter grade (A,B,C,D). When a lead is created I want the workflow to check the project suburb and then assign the related grade to a new
Add Custom Text Fields as a component in Dashboards
Hi Team Idea: Adding custom text fields as components in dashboards. This will allow those of us creating the dashboards to better segment the dashboard into sections allowing a better front user experience where we are showing different categories of
Setting default values in CardScanner app
We use the Zoho Cardscanner app. Is it possible to set default values. For instance for "Lead source" to set the default value to "Exhibition". Now we have to manually select that for every card we scan.
Custom Fields like Discount
Hi, Is it possible to make a custom field that acts like the discount field in quotes? I would like the option to have the field pop up exactly like Discount but instead of subtracting money it adds money (shipping cost in this case). I would like it
How to Mass Delete 26K leads ?
Hi, can anyone tell me how I can mass delete 26K leads please? Thanks Colin
Updating Auto Numbers
I'm removing a suffix from my auto number that's related to my customer record. I would like it removed from all existing customer records but I don't want to change the number before the suffix. If I tell it to update existing records, will it overwrite
Zoho CRM in Microsoft Power Automate Custom Data Connector
Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.
Client Script: new value not set after calling setValue() - what's wrong?
I'm new to Javascript and Zoho Client Script, though I have experience developing applications in C and Java. I have been trying to figure out why my code doesn't work and would appreciate help from the community to point out what's wrong. For my current
automatic follow up alerts if potential stage doesn´t change in a certain period
I want to control the whole sale process through setting a different Lead status or Potential Stage each time the lead or potential reaches a certain milestone in the sale process. The idea behind that is that a change in the lead status or potential stage triggers rules which have tasks that move the sales process forward. For example, if a Lead asks for a quotation, the Lead owner will set its status as "converto to potential", which triggers a rule that has a task attached to convert the lead
Close task from list view
Hi everyone, I’m trying to find a way to streamline task management in Zoho CRM. Specifically, I want to know if it’s possible to add a button directly in the list view of the Tasks module one button per task that allows users to close a task without
Automatically open a widget
How do I make a widget open automatically if a user views any record from a specific module?
CRM Mobile - Ability to email Record Notes
By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! Amy
Font Size 11 - Zoho CRM Email Templates
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
Can't search any new records
I ran into an issue with search. I added a new contact and potential and couldn't find it when I did a search. I later found out from a Zoho CRM support rep that you can't search new records. The new records will never show up in search. You will have
Kiosk can't merge picklist or multiselect
There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
Enable more than one custom domain
Hello Zoho team, we have more than one business inside of our CRM implementation. The two businesses have different websites and represent two sides of the same industry. So they are related to each other, but have different brandings. User of one business
Possible to use Client Script to colour code picklist field value?
I have hit the limit in my current subscription plan for colour coding picklist field values and need to colour code more picklist field values. Is it possible to achieve this functionality using the Client Script in Edit Page/Create Page/Clone Page
How can I update a field in Zoho CRM based on activity from FSM/Invoice
We're trying to separate our clients into 3 categories based on the date they were last invoiced (not when a CRM deal has been won). I've set up a custom field called 'Last Invoice Date' in the Accounts module in CRM. I've also replicated this field in
Increase the rows that can be exported in a formatted report
Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh
Sync Zoho CRM LEADS to Google Contacts
I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid
Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!
Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum
Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if
Email signature duplicate
Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the
tracking of call attempts in leads modul for multiple steps
Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process
Email Credibility Dashboard: Track your account's email sending practices
Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can
Zoho CRM Calendar View
Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
What is minimal OAuth scope to know user's ZUID and ZOID?
Hi! I need to link Zoho's user's account and organization with user and organization in my App. I know scope "aaaserver.profile.READ" shows ZUID at "/oauth/user/info" endpoint. And "openid" scope shows string 123.456 in "sub" key of "identy_token" JWT
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