Workflow does not trigger via API
Created a workflow triggered when a lead is created or edited with an Instant Action to call a Webhook. The workflow is triggered and works when a lead is manually created or edited in Zoho CRM but does not trigger when a lead is created via API. Is it possible to trigger a workflow when a lead is created via API? If it is possible, can you advise how this can be configured?
Kanban Deals View, can i hide certain stages?
For example when i'm looking at All Open Deals, i don't need to see an empty columns for closed deals taking up screen real estate.
Is it possibly to edit the meeting invite email template?
Hi there, I'm really struggling to find where to edit the meeting invite template. I find that the one that is sent is very basic and doesn't provide enough information to our customers. However, I do like the ability to be able to accept or decline directly
Allowing Multiple Contacts
I have Portals set up and want to run between different companies. However, I have noticed that different portal users cannot add the same contact details. I need the portal users to be able to add the same contact if needed without each other knowing
Canvas / Portals buttons and Related Fields not working
Im making a portal using a canvas and none of the button work except for the Edit button. They work fine in the main screen but don't even show on the Portal view. I have some custom Related Fields that are not allowing documents to be uploaded in Canvas/Portals
Emailing Contacts within Accounts with Certain Products
Hello. I need to send a price increase email out to some of my CRM contacts. But the criteria needs to be Contacts in Accounts that use Product X. Our products are in a drop down list in the Accounts object. How would I go about filtering these contacts
Accounts with multiple locations possible?
Is it possible to create accounts with multiple locations? We have several companies with a headquarter and franchise shops. In the ideal situation we don't want to create separate accounts for these shops, but have them listed under the headquarter accounts.
I don't see my colleagues accounts, contacts and potential
Hello! We have started to use ZOHO with my team and would like to find out if it's something we want to use in the future. We are still on free licence and we have the problem that I don't see my colleagues accounts, contacts and potential. So I see just
Get record related image
Hi, May I ask how how to get/download record customer field image by using API? (not record image) I can't find such API in API doc
Multiple email addresses per contact
Hello, Currently it is only possible to save two email addresses per contact, primary and secondary. But... - Now a days people tend to change their jobs quite often = new email address - People get divorced = new email address in case they had a shared
I cannot Mark a field as unique
I lean about from https://help.zoho.com/portal/en/kb/crm/manage-crm-data/duplication-management/articles/check-duplicate-records#Mark_a_field_as_unique that a field can be marked as unique and then do duplicate checking for a module. But I cannot find
Does Super admin himself requires a license and what happens if the trial ends?
Subject says it all
Login to CRM Portal with phone number?
Hello, On the CRM client portal login is says log in using email or phone number. How can I set up for my clients the ability to use their phone number instead of an email? There are a number of folks who never check or use email and only use their mobile
Email Related Contact - Custom Module
Hi All We have several custom modules that have contacts that are linked to them - is there a way we can send emails (by workflow - and Button) to all contacts on the related contacts list?
Multiple layouts for a contact
We are an educational establishment. We have different types of contact so I have designed a different layout for each type of contact so that we don't have all possible information on one contact sheet. However, there are a small handful of contacts
Profit Margin
Is there a way to track profit margin on quotes and orders? My company resells products. Below is what I am trying to do. Is this possible? When I load an item into the Price Book, I would like the ability to load my acquisition cost as the baseline cost. When I create a quote, I would like to have see the acquisition cost, and have a seperate field where I can enter the cost I will sell the product for. Then, I would like Zoho to auto calculate the $ profit and profit margin for each quote.
Unsuscribes Leads
If a lead unsubscribes and later gets deleted do they enter some kind of durable unsubscribe status within Zoho? In case they get reentered in the future? We know a lead will only use our product in a very short time window while a certain life event
Activities deprecation
Once the Activities module is deprecated, what will the layout in other modules like Accounts and Contacts show as related lists? Currently I see Open and Closed Activities. Will these related list remain or will there be separate related lists for Calls,
Sending mass emails in the accounts module
Hi, I created about 6,000 records in the accounts module and would like to send emails to them. Just from looking at that module there is no way of doing that, is it possible to move all of those records to the contacts module (so I can send mass email).
CRM Activity message us blocking access to CRM.
Cannot access CRM. Message about ZOHO change to activities is blocking access. Clicks anywhere on CRM screen don't do anything. The click is rejected. ZOHO CRM Support told me I don't have a problem. This is after I sent them screen shot of problem. ZOHO
Email parser
Hello, We are currently using ZAPIER and would like to move to FLOW. Our work requires the email parser which extracts data from the email and then parse it to GOOGLE SHEETS. The scenario in which it works is as follows: 1) Our application generates a mail on every action. 2) That email contains specific information which has to be parsed to a Google Sheet 3) That email is forwarded to a parser email created on PARSER.ZAPIER.COM, from there variables are extracted and passed on to the google sheet.
Send Email bug
Hi, Would like to report a bug since this morning. If I click "Send Email", it should auto tag email address of supplier. but this morning it won't. All of our staff have this issue.
How to change module Mandatory field
We have a custom module called Parents/Guardians. When it was set up the field called "Parent/Guardian Name" was made mandatory. However, when I create a Form, this field cannot be taken out of the form. I want separate fields for "First Name" and "Last
Finding emails that are scheduled
If I have scheduled a number of emails, is there any way to get a report of all emails that have been scheduled but not yet sent - this would need to include individual emails as well as those sent in bulk. Thanks
Configuration CRM
We have not been able to configure Dkim, my company uses Microsoft 365 as a mail administrator and another company as Hosting, I am told to create a selector but our company does not allow it and I don't know if Zoho does not work in these cases or if
Zia enhancements: Owner suggestions during record creation, reports, and a checking tool
Hello folks! We have some updates with respect to Zia and record assignment. Quickly assigning a lead or a contact to the right sales rep is vital. In Zoho CRM, you can automate this using assignment rules. In assignment rules, you can let Zia decide
Please revert Zoho Expense integration in Zoho CRM back to the way it was
I submitted a support ticket and Zoho support said "apologies, with the new update this is the way it is". In Zoho CRM, Zoho Expense used to be tied to a Potential, so that when you clicked on the Expense item in a potential, you could create a Report/Expense
Should I add leads generated for marketing survey on ZOHO CRM.?
Hi, I'm conducting marketing research from a market and I've meet with certain number of people. The objective of this marketing research interview is to understand pain points of my target customer. My question is, should I add these leads on CRM or
"Else / If" Statement in Zoho CRM Inventory Template
Hello, I would like to use the below "Else If" in my Inventory Templates, but it's not working correctly. Essentially, if the field "Quote Payment Terms" is filled in, display that. If "Quote Payment Terms" is blank, display "Account Payment Terms" instead.
Disable auto-population of field in the Outlook Addin
When creating a new contact from with the Zoho Outlook add-in, the app is auto-populating its fields from the email. In the absolute majority cases, the data being retrieved from the body of the email is wrong or assigned to the incorrect field. Can this
Calendar invitations in different languages from CRM
Hello. I work internationally and I often have to send invitations to meetings in different languages. Is there any way to control the text of the email that goes with the calendar invitation? The fields it includes? Thanks.
Can I make an identifier in scheduled report section?
I want to delete one of scheduled report in Zoho CRM. here is the scheduled reports as you can see, three of them are identical, I need to delete one of them. I need to click and see the detail first before deleting, and it feels uncomfortable. can I
SANDBOX / Analytics
Hi Zoho Team For SANDBOX, exist analytics or something method for to access the data?, i have a doubt when i created a custom module and api fieldname, when i try to access to specific fieldname using the api name for that module, deluge claims error,
I've created a custom module and want to prepopulate fields from the Account module
I'm struggling to undedr the syntax code I need in order to auto populate fields from an Account to the new Churn custom module I've created. Can someone please help with this code? Thank you!
Custom View Filter Limit Too Low!
As of now we can only create 5 filters per custom view which is far too low! I want filters for each country, a filter for Not Contacted, a filter for overdue activities, etc. May I ask, why does this need a limit anyway? I can't imagine that custom filters
Send mass email based on the recipient's time zone
Hello, it would be great to have the possibility to schedule mass e-mail in a way each message get delivered at a specific time in the recipient's time zone. So, i.e.: I set the delivery time to 7.30am the message get delivered: at 7.30 based on India
Any Insurance Agencies in Life/Health/P&C etc... want to team with us on a custom solution?
Hi everyone, We are looking to see if there is interest in designing a customized solution for insurance agencies. It is me and a small specialized team of outsourcers I have worked with for a couple years. We mostly do middle-ware, but after a couple conferences, we realized that there isn't really a good solution out there for insurance agencies that is suitable for todays cloud environment (with the zillions of SaaS products). You will be expected to provide feedback and allow us reasonable time
Contact to Deal
I can convert a Lead to a Deal and it pulls in the contact person and all their details. (attached picture) How do I change a Contact into a Deal. I know I can select "Create Deal" but even when I add a Contact lookup field, the layout does not of the
How to your get rid of the grey background on the CRM Email WYSIWYG?
Help! I'd like to get rid of the grey background for all of the emails we create in the CRM, using the WYSIWYG editor. The text appears in the centered white box, which is fine, but the grey background makes it look like a spam. It doesn't look professional to the recipient. How do I set it to use the default background of the recipients email browser? -Scott
【カスタム関数】商談タブで新規データの作成時、サブフォームの一行目に商談データの他の情報が反映される方法
商談タブ内で新規作成された際に、自動でサブフォームの一行目に、商談タブの他の項目の情報(日付の項目・数式の通貨の項目)と、デフォルトでサブフォームの項目(通貨)に「０」と反映したいです。 ※詳細は添付をご確認ください。 どのようにカスタム関数を設定すればいいかご教示いただけませんでしょうか。 よろしくお願い致します。
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