Error 504 in Zapier, when trying to update an existing record in Zoho CRM
Hello, today and for any reason a Zap in Zapier stopped working. I am updating an existing record in Zoho CRM (Invoices) in a Zapier step that is now causing the issue. The error is: 504 Gateway Time-out. I already re-connected the Zoho CRM account and
get current record
hello I'm trying to add a list in Zoho crm product (part of the code) Productid = 133994; productList = zoho.crm.searchRecords("Products","(Product_Code:equals:" + Productid + ")"); what I'm trying to to is to get the value of a custom field in the current
Data bundling for sending quote to customer
I would to like to ask that if there is a feature of sending a quote to the customer in which I can bundle multiple products and make them visible as bundle of product names, total bundle price. Basic purpose is to hide the quantity of the products and
Create groups based on a deal
Hello there, Is there any way to creat groups on a deal? for example, on a deal I need a support team made out of a few members of the entire support team and when one of the members of the team assigned to work on the deal closes a task, all of the other
Zoho CRM is so slow here in China
Sometimes I enter a record or try to load a module list. Need around 10 seconds. No issue when I enter another website. Not an internet issue as we are at 1000MB speed.
Translate Section Headings
I'm using a Enterprise subscription with Translations (Setup - Customization - Translations) enabled. I know how to Translate custom Field labels and Pick list items, but is it possible to translate the section headings? They don't show up in the exported
Zoho CRM is so slow here in Indonesia
Hi, Currently I am in Enterprise trial version. I really love continue to use Zoho CRM since it almost perfectly fit to our business need. but unfortunately the Zoho CRM web is often so slow. I am in Jakarta, Indonesia. the web is so slow in here, it
how to relate task to a deal using API?
I am trying to create a task that will relate to a deal using Restful API, programmatically. I create a POST request to the endpoint below : https://www.zohoapis.com/crm/v4/Tasks and the JSON body was like this { "data":[ { "Subject":"Task Test, "Owner":
Improvements to finding and merging duplicate records in CRM
Hello folks, Here's a quick update about managing duplicate records in Zoho CRM. Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work. In Zoho CRM, you can proactively
Can't add attachment to an email send from the Enterprise module
In most modules, if there is an file attached in this module, I can compose an email from this module and add a attachment file using the "From record". But in the module "Enterprise" I can't. Even if there is a attachment in a enterprise record, when
Workflow Rules Not Triggering
Hi all, Workflow rules that were working up to about a month ago, specifically for accounts that have 1 field modified with set conditions, that schedule emails based around these conditions, are no longer working. I was originally told to add the "unsubscribe"
Deleting Dashboards
What is the problem with being able to delete Dashboards?, surely this should be allowed?
IMAP Mails when an employee leave the company
Hello, We are thinking of setting up our ZOHO CRM accounts with IMAP (Gmail). If an employee leave the company, do we need to keep his Google account to keep his mails into CRM ? If we remove his Google account, the employee emails will stay into CRM
Notification when adding a doc in attachements
Hello, I tried to create a notification that gets triggered when a specific user uploads a file in attachements in CRM. I could not figure out how to do that, can you please let me know if this is possible? Thank you!
Removing special charter from mobile field
Hi, our client's mobile numbers are reflecting on the quotation incorrectly, I need to change the field format so it can show the correct numbers. is there a way to change the layout of the quotation or adjust the field format? the correct number is 0501999813
Adding Formula to make dashboards
I have created a formula that needs to auto-populate the result on to the tables then i want to display the information on the dashboard but i am getting several errors. 1. on creation there is an error that the field will not be displayed during creation
Unable to schedule meetings
Hello I am unable to schedule recurring meetings in Zoho CRM Calendar. It says unable to complete request.
Any one have family head format
Hi, anyone has Family Head Format so I can customize it according to that.i want to link also contacts with family head.
Problem importing records and linking to existing products
Hello, I am trying to import records into a custom module "Subscription" with the import feature (Data Administration / Import NOT the CSV import feature of the module). The CSV file I use for the import works without any problems and all data is imported
Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho.
Hi, a user of the CRM is trying to send an email. That's the message she gets "Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho." Everything looks fine from this end. What do we do now? Her email
Deleting Products used in Quotes/Sales Orders Problem
Hi everyone, So we want to delete 75 products and replace them with products from another vendor and different product code. When trying to delete, I get the following warning: Sorry, you cannot delete the product(s). The product(s) cannot be deleted
Is there any way to select a Zoho CRM Email Template as the Body of a Mail Merge Email?
Currently, I can merge and email documents and it pulls in all the necessary fields in Zoho CRM like I expect. However, when I get the window to send the email, and I choose to send the merged document as an attachment, my only option for the body of
Hide Notes in Module-level Permissions
Hello, In settings, is there any way to hide notes for certain profiles under "module-level permissions"? It's currently grayed out. We would be willing to pay to have this function programmed if not.
Why is Zoho CRM Webform using v2 of CAPTCHA instead of v3
We used to use Contact Form 7 on our site with great spam filtering add ons. Since we switched to Zoho CRM Webform which has Captcha v2 we receive at least 3 or 4 spam leads a day. This is then causing our mailing list (which uses the web form) to have
Find and Merge Duplicate Deals
I know we have this function for accounts and contacts, but I can't find it for deals, as I would like to avoid having any duplicates. Thanks Moderation update: We are happy to inform you the support for managing duplicates in the Deals and custom modules
Need help integrating WeChat
Need consulting help integrating WeChat. I am the Zoho developer for my company and I understand the WeChat integration instructions given by Zoho. However, I do not understand our WeChat subscription. When I login to our (paid) Wechat subscription, I
4 things I need from Zoho CRM
1. Show me when products (stock quantity) are low 2. Where do I put our 'ideal' inventory number for each product. 3. Can I make a report of frequently purchased products? 4. A calendar of birthdays that I've entered for each contact. Any help on these
How can I change my billing information?
How can I change my billing information?
How to update zoho crm lead full name as account name/deal name while lead conversion
How to update zoho crm lead full name as account name/deal name while lead conversion ? any idea
issue uniforming crm data using data prep
Hi, i have tried to uniformize the CRM some data values using Dataprep. first of all i have imported my leads and contact into Dataprep using the native import module. after i hav applied some rules on some columns (I only change the text case from UPPER
How to hide reports?
Right now there are so many reports under Reports tab. Is there any way we can hide most of reports so that our team can focus on only the required reports?
Change date format
We have some date filed (1981-10-15) We need to convert to (15OCT81) into other filed. How to set it up?
Zoho CRM Relay <-> Exchange Online
Hi! Do anyone have a guide for configuration for Zoho CRM Relay to Microsoft Exchange Online? I have come so far that Im getting a 550 5.7.64 Relay Access Denied...kb3169959 Best regards Mikael
Any Medical Therapists/Practioners out there that use CRM for their SOAP and client records?
Is there anyone out there that is a medical therapist/practitioner who uses Zoho CRM to keep their SOAP notes and client information. I would be interested to know what edition you use and how you integrate your client records into the system.
Creating a report by location
Hi all, I am trying to figure out how many shoots (I am a photographer) I did in my home town rather than in a nearby city in 2022 for tax reasons. Is there any way I can do such a thing? Every gig I add as a meeting and includes an address. I THINK that's
How to get a one to many field in custom fields?
Can this be done? If so how?
profile picture not showing in Zoho CRM
Hi, Our users have added a profile picture in their own Zoho CRM account, but me as super admin can't see their profile picture like this am I doing something wrong?
Can you mass email based on related list records?
If we use the Zoho example of a school with a custom module for classes, is there a way to email all the students of a particular class? In my example, the student contact record would have a multi-select lookup field to the classes module, but I can’t
Strange bug when edit
Hi, I would like to report an issue with the inventory module's grand total amount. Recently every time record is updated, grand total will show strange changes as below. What is the root cause of it? Thank you.
Tasks and Calendar sync
Hey all, Can anyone recommend good add ons. We want to get organised with having our tasks in one place and also put lots of events and reminders for events. Thanks
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