Contact First Name in Potentials Email Templates
Is there any way we can use Contact First Name in a Potentials email template? Right now it is just full name, which doesn't make sense to use - "Hello Jane Doe". It would be ok to correct if that actual text showed to be corrected, but just the merge field shows. Am I missing a shortcut to do this? If not, could it be added to the collection? MP
How to get record owner name using Zoho CRM COQL ?
I am trying to use search API and I can see the name is nested inside Owner object in JSON response like this but now, I want to use COQL and I want to get record Owner id, Owner email and Owner name { "select_query" : "SELECT Owner.id, Owner.email FROM
ZOHO CRM SEE FIELD IN VIEW LIST FROM ANOTHER MODULE
Hi, I am trying to get a value of a field from Moudle B to Moudle A (see in photos attached) I want the value to only be seen in a spesific viewing list, is there an option for it without transfering/copy the field it self to another moudle?
how to view emails with attachments in CRM
Hi CRM Community, I would like to know if there is a way to add to the email view in a contact record, if an email has an attachment. see the image below. whilst it is great that you can see the subject and thread, but sometimes its nice to be able to
how to get converted leads data list using API ?
in leads module, I can see the converted leads using Custom view like this, can I get the same list using Restful API? I assume I should use the search record API, but I don't know what field/flag should I use to get those data? https://www.zohoapis.com/crm/v4/Leads/search?criteria=((xxxx:equals:xxxxx))
Revamped forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, we've brought a number of different enhancements
new calendar update causes duplicate invitations and reminders to be sent out when syncing with Google calendar
We found a huge bug with the calendar update and now (based on what Zoho support told me) we basically have to stop using the integration. We have always had our Google Calendars and Zoho calendars sync'd (we create events in Google Apps) so we could
Unable To Map Company Name
I have reached out to Zoho Support a couple of times since 9 Sep 2022, and still have not been giving much information on how I can map my data correctly. Most of the time they link me to a help article that I have already read and does not explain how
Custom Button
Can anyone help I want to create a custom button in the accounts module this needs to do two things 1. Send a webhook so a WhatsApp message 2. Send an email Can anyone help?
what is the difference between last activity time and modified time in deal record?
I am trying to modify the appearance of my kanban view in deal module. but I find dimension, modified time and last activity time, may I know what the differences between these two are?
Lead do not Assign when user on leave
There is two option for lead assignment in Roun Robin Case: Online status or shift in CRM Online- Users should be login into CRM. if they close then it not assign them. shift- after non-shifting/nonworking hr lead does not assign. what we need. when users
how to use the same email
our case is to send leads and we only need mobile number but emails are mandatory to be filled through integration how to send leads to Zoho with the same email and everytime it create new records not replaced the old one
Flexible assignment of email to Deal?
I am using Zoho plugin for Microsoft Outlook and I assign email to be sent to Zoho using the plugin ribbon button labeld "Add Email" (because I don't want all my email going to zoho through office365 integration). 1) I have certain contacts that will
How do I access data in a file from a fileuploadfield
Follwowing situation I have a file upload field "myFile" in a custom module "myModule" The file is an xlsx How can I access the data in this file (e.g. loop through each row and extract data). I later want to write the data from the xlsx into a subform
Pictures dissapeared in quote template
Hello I have made several quote templates and they were working great till now; I printed out quotes and they worked perfectly 15 min. before It stopped working. When I try to send it or print it as PDF pictures disappear; Could you please help me with
Data Enrichment
Dear community, I have lots of phone numbers that are not in a good format. for example: 9823xxxx should be like 009823xxxx (add "00" at the beginning ) or I should remove space for some of them like: 009 823xxxx should be like 009823xxxx how can I modify
Territory Management
In our organization we have a Sales team and a Customer Success Team (CS). Sales owns Account and Potential Records and in some cases CS can own Potentials. I would like to use Territory Management to exclude the CS Potentials from Sales but I can't get
Updating leads via Zapier
Hi, I want to create Zap to update any lead when the customer adds a new car, I managed to create a lead when a new row has been added to the MySQL table "customers", but I failed to create a zap to update the created lead's details when another row is
A little overwhelmed, any good resources for support on workflow?
Hi everyone! I have a small service business based in the UK. We mostly on 'on site' work. Our workflow is essentially: Incoming enquiry from a number of sources (phones, social media, email). Quote project (large range of items from large amount of suppliers)
Quantity In Demand doesn't balance
Hello, I like the "Quantity in Demand" field that appears in the Product module. It increments when Sales Orders are created and decrements when orders are cancelled or closed. However, we have created other statuses in our Sales Order workflow (like:
Zoho CRM Wizard
Hello, I need help: I'm trying to use Zoho Crm To help our users to compile a quite complex Form With Information about our customer. I have a custom Module (we call it KYC ) with all the needed fields two of them are the "search" field that help me to
Subject: Request for Resolution of Uploading Attachment Error in ZOHO CRM
Dear ZOHO CRM Team, I am writing this letter to bring to your attention a technical issue that I have been facing with your platform. I have been using ZOHO CRM for my business, and I have been very satisfied with the features and functionalities that
Picture is broken in CRM
Hi, Whenever I export PDF from inventory module. all of the picture are broken. Can you please urgent check for me. Thank you. Kava
Deal Hyperlink in Reports
Is there a way to put a hyperlink to the Deal in a Report that is in Excel?
CRM Picklist values not all showing
Hi all I wonder if anyone else is having this same problem. I have a picklist field in a deal module - on the back end I can see all my options fine. BUT when I go into create or edit mode of a record - it only displays 2 of my 5 options and I can't understand
ZOHO CRM Client Scripts: Module Vanished
I was working on some client scripts and realized that some of the previously created client scripts are no longer there. When I checked all the client scripts for the module (Meetings) were gone and when I tried to create a new CS for the Meeting module
Send License Renewal
Hi, We are software company providing license subscription for our clients. We have created Accounts, Clients and License modules in Zoho CRM. We need to send license renewal notifications email to our clients when their subscription has expired. Currently,
Write Webhook by Deluge
Hi , I am trying to write webhook by deluge to integrate our OA system. but it pops up error. However when I use CRM webhook function , It works. But I don't know what's the difference of them. Can you guide me how to repair my deluge rules. May I know
Import text with line break into custom field multiline (textarea)
Hello We success to sync our custom fields from our app to Zoho CRM, but how can import the line break ? We try with : <br> \n \r\n but with no success. If we make break line into that field in Zoho CRM it works, and it keep them after saved, Thanks for
How to check if Lead Email already exists in Account or Contacts
After attending a trade show we have the list of all the people who allowed us to scan their badges. Our normal routine is to upload them all as leads until they are qualified. Is there a way we can check if their email domain already exist in contacts?
Update Closing Date Based on Other Date Field
Hello, Is it possible for me to update the closing date field for an opportunity by setting a different date field? For instance, my company has quotations that last 30 days, 45 days, and 90 days. If we set the stage to a 30 day Quotation, and set a custom field "Quote Date" as the day we send the quotation, is it possible to update the Closing Date automatically to 30 days after the Quote Date? I'm aware I could use Execution Date, but not all quotes go in the day they're sent so it wouldn't be
Check duplicate email in Contact & Lead Modules
You should ask your support people or developer to create a script for a "Cross-Module Reference". It requires a good deal of setup and knowledge of deluge and how to work with API's but it can really help. For instance if a sales person wants to add a contact that they just discovered to the lead module, and that person was already a record in the lead module (lets say they already downloaded some premium content". The system would ID that their email's match and would send an alert to the system
Can we use Zoho CRM for both B2C & B2B at the same time for huge number of Contacts?
Hi, I know Zoho CRM can be used for both B2C & B2B. We have huge number of records for both B2C & B2B leads, contacts, tasks and potentials. Which is the best strategy to implement both B2C & B2B through Zoho CRM? Use both B2C & B2B in the same CRM account
pre header email template
how i set pre -header in email template.
Can't access ZOHO pages or sign in to anything ZOHO, getting DNS_PROBE_FINISHED_NXDOMAIN.
Hi folks. Tried ManageEngine last week and kept getting this issue. Now trying to sign up to ZOHO for crm and hitting the same thing. Ive tried 2 different networks (home and office) and 2 different devices (laptop and office workstation). Only seems
How can I delete a record from CRM and at the same time from Creator?
I have created a custom sync (lets say) between zoho crm and creator with deluge. When I add a new record in CRM Contacts then this Contact is added in a Zoho Creator Report. I also keep the Creator ID in CRM record so when I make any change to this CRM
Products added in Zoho Inventory are not showing in ZohoCRM, on ZohoONE?
Any ideas where i'm going wrong? I am adding products into zoho inventory but they arent showing in my zohoCRM?
Problem in updating Contacts in CRM with CSV import
Hi, I have some contact I would like to update. I've created a simple coma-separated csv. and I mapped those Record ID,name,field_to_update zcrm_5373870000007081001,jean,true File looks fine in excel and in notepad. My problem is, it doesn't update the
what is the file and data storage limit in Zoho CRM?
I just want to upgrade to paid version of Zoho CRM, but now I see an upselling offer for file storage and data storage add on like this I have some questions, because it seems that there is file and data storage limit in Zoho CRM 1. what is the the difference
Exciting enhancements for the Canvas Builder!
Hello Users! We're excited to announce the latest enhancements to Zoho CRM's Canvas Builder, taking your customization experience to new heights. Discover the following feature upgrades and improvements, designed to empower you with even more flexibility
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