Zoho CRM
Navigating Records
Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho CRM allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time in accessing ...
Search Records
The search option helps locating specific information or specific records without having to go through the entire list of records, thus saving time in finding records. The different search options available in Zoho CRM are: Search by Alphabets Search ...
Working with Tags
Tags are created to provide multiple access points for the data in your CRM account. Once you have created tags, you can perform various actions such as, Filter records based on tags Carryover tags on record conversion Create reports based on tags ...
Tagging Records in CRM
Tags in Zoho CRM are usually easy to create. Tags are not just a simple category, they can be more powerful, since you can add multiple tags to a single record. You can also create tags in multiple locations in your CRM account, if required. You can ...
Tagging records - An Overview
Tags are unique identifiers that can be associated to your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For ...
Manage Storage Space
The storage space in Zoho CRM is divided into two categories: Data and File for a clearer representation. These categories are further classified into Storage and Usage details. Data storage It is the total space occupied by the records in the ...
Recycle Bin
All the records and files that are deleted from the Zoho CRM account will be stored in the recycle bin. You can restore the records from the recycle bin within 60 days, after which they will be permanently deleted from your CRM account. You can also ...
Attaching files from WorkDrive
WorkDrive is a cloud based file management software that allows people to create, store, and share files within their organization. Any document (Spreadsheets, presentations, PDFs, images, or writer documents) that is created in WorkDrive can be ...
Attach a URL (link) to a record
When you manage sales in your organization, you may have to send and receive several documents to your customers. They may be legal agreements, sales documents and so on. Zoho CRM's document management feature helps you work with all these documents ...
Attaching from Local Drive or Desktop
You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Leads, Contacts, Accounts, etc. In the [Module] Home page, ...
Attaching Documents from Zoho Docs
Zoho CRM now makes it possible to attach files from Zoho Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share ...
Attaching documents to emails
In Zoho CRM, you can upload attachments in various places. You can upload attachments in the following: Individual records in CRM In individual emails In the email templates There are file size limits based on where you upload the attachments. Also, ...
Organizing Notes
Associate Notes with Records In Zoho CRM, you can associate notes to the records by specifying the required details. You can create notes only if you have the Create permission for Notes. To create notes Click the [Module] tab. In the [Module] ...
Managing Notes and Attachments
File attachments are documents, such as Marketing Collateral, Sales Quotes/Orders/Invoices, SLA, and others that can be associated to the CRM modules. Notes are the electronic equivalent of paper sticky notes. You can use the notes to write ...
Sticky Notes
Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are ...
Developer Edition - Zoho CRM
The Developer Edition of Zoho CRM is the ideal training ground for developers to play around with the CRM account and test robust CRM implementations, Zoho CRM-centric mobile and web apps, white-labelled Vertical CRMs and CRM extensions. Let's take ...
Using CRM Variables
CRM Variables are pseudo-module fields that are used to store static and reusable information in your Zoho CRM account. A CRM Variable can have unique set of values and can be widely used as merge fields in Email templates, Mail merge templates, and ...
Working with Connections
Connections is a simple authentication mechanism to connect your Zoho CRM account with any third-party application. Connections can be used to invoke any third party applications’ REST APIs and get access to your authenticated data from your ...
WebApps Integration
Internet is a great platform which brings all aspects of the world together. Previously, it was setting up stalls in the market and now it's setting up apps in the internet. WebApps are applications that are hosted on cloud. When it comes to web ...
Create a Web App
Using Web apps, you can create client based web-applications that use data from CRM and can be used to perform specific tasks. Building a web app Once the Zoho CLI is installed, you can start creating your own web app. Step 1 Once the CLI is ...
Install CLI - Web Apps
ZET is a CLI tool to help developers build client-based apps(marketplace apps) and test it locally. Developer's can write code in local app and test it on the fly without uploading the App files to server. ZET will help the developers in the ...
Web Apps Development - An Overview
Although a CRM provides a platform to run your business online, there are a lot of other avenues where your business might have to tread on. Some of them would be building a custom mobile or web application. Upon integration, the functionality of ...
Working with Widgets
Widgets are components that bring additional functionality to your CRM. Set up widgets in your CRM to incorporate various external services and make them work in CRM. Currently Zoho CRM supports 4 types of Widgets. They are the ones which are added ...
Create Your First Widget
Using the widgets feature, you can directly embed UI components in a CRM and use the data form a third-party application to perform actions as per requirement. Creation of a Widget Once the Zoho CLI is installed, you can create your own widget. Step ...
Install CLI - Widgets
Zet is a command line interface that helps developers build and package widgets in Zoho CRM. CLI is Command Line Interface, which is a text-based interface that is used to operate softwares by typing commands into the interface and receiving a reply ...
Widgets in Zoho CRM - An Overview
There are times when there is a need to use services from some off-the-shelves softwares that differ from a regular CRM. For instance, a dial-pad for calling someone. Although it is available as a separate software, it isn't conventionally available ...
Deploying Node JS Functions
There are two ways for you to script functions in Zoho CRM. Each have their own advantages. You can either, Script in Zoho CRM's editor. Upload a package. Inline Edit The editor in Zoho CRM lets you write the function code from scratch within the ...
Integration Tasks - Node JS
This guide will help you how to use the integration tasks for Node JS functions, that uses CRM's APIs. Getting Started For starters, the basic difference between Version 1.0 and 2.0 of Zoho APIs is that Field Names are used in the former and API ...
Deploying Python Functions
There are two ways for you to script functions in Zoho CRM. Each have their own advantages. You can either, Script in Zoho CRM's editor. Upload a package. Inline Edit The editor in Zoho CRM lets you write the function code from scratch within the ...
Integration Tasks - Python
As you might already know, the update to Version 2.0 APIs played a major part in using custom functions, now named "Functions". This guide will help you how to use functions integration tasks which uses the new APIs. Getting Started For starters, the ...
Deploying Java functions
There are two ways for you to script functions in Zoho CRM. Each have their own advantages. You can either, Script in Zoho CRM's editor. Upload a package. Inline Edit The editor in Zoho CRM lets you write the function code from scratch within the ...
Integration Tasks - Java
This guide will help you how to use the integration tasks of Java functions that uses CRM's APIs. Getting Started For starters, the basic difference between Version 1.0 and 2.0 of Zoho APIs is that Field Names are used in the former and API Names are ...
Serverless Functions - Types of Inputs
The input for the function can be acquired in the following types Parameters Parameters are passed in URL of query string and the data passed in the post "form-data" section in an input. The "params" in the crmAPIRequest map contains these parameters ...
Serverless Functions - Request and Response Object
Request object You can get the entire Request Object within the function using the "crmAPIRequest" argument. Say you've created a function and defined 2 arguments. Now you need to use the same function in 2 different webhooks, each of which might ...
Serverless Functions - Using API Key
Introduction A severless function within your CRM can be invoked from any third-party application or within the CRM using a webhook. However, generally most of the webhooks do not support OAuth2, save for a few of them. In that case, you can execute ...
Serverless Functions - Using OAuth2
Introduction Functions can be made accessible through OAuth2 protocol. OAuth2 method allows you to share specific data with any application while keeping your usernames and passwords private, by having specific scopes which grant access to specfic ...
Serverless Functions - Authentication
Authentication Method A serverless function within your CRM can be invoked from any third-party application or within the CRM. However, commonly not all of the applications support a single authentication method. Keeping that in mind, we have two ...
Serverless Functions - An Overview
Serverless architecture, also known as “Function-as-a-service”(Faas), provides a platform for developers to execute their own codes in response of various business events. In Zoho CRM, all these codes can be written through deluge scripts and can be ...
Functions - Integration Tasks
As you might already know, the update to Version 2.0 APIs played a major part in using custom functions, now named "Functions". This guide will help you how to use functions integration tasks which uses the new APIs. Getting Started For starters, the ...
Setting up Functions
All custom functions programmed by your Developers are listed in the Functions page. By this way, programmers can focus on the developing Deluge Scripts where as CRM Administrators can deploy the thoroughly tested custom functions as per requirement. ...
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