Question about ZOHO Accounts
Hi guys, Shall I add people in Accounts before lead has been successfully close or after closing the lead I should add concern people in Accounts.
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
Automatically Assign Related List (Sub-Module) Records To Parent Module
I have a Custom Module called Campaign Actions, with records of Actions taken (click link, etc.) by prospects during a Campaign. It is a Related List in the Leads module. I can MANUALLY "ASSIGN" individual Campaign Action records and have them show up
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
Kaizen #107 - Field Trackers in ZOHO CRM
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will be looking at the Field Trackers in ZOHO CRM APIs. Currently, this support is provided to all the picklist fields (system-defined and custom) and is available by default for a picklist
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!
Zoho Authorization Code from React Application
Hi team, I am to get the authorization_code but getting a CORS error every time. I am using the React application for the API. Things I've done earlier in order to fix this issue: a.) I created a server-based application from the developer console and
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
CRM variables in Webhook URL
I have a CRM workflow rule calling a webhook endpiont. I would like to be able to use CRM Variables in the URL: currently the workaround is to wrap the webhook in a custom function and set the workflow rule action to execute that function. that enables
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。
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
Ringcentral Phone Recordings
Hi, with Zoho we have a phone integration with Ringcentral. In the activity log we can see all conversation made with Ringcentral. Also Ringcentral records the conversations. However, these recordings do appear in the environment of Ringcentral itself
Variable priced products
We provide services with variable prices and need to be able to produce quotes with several line items, but not fixed-price products. Can Zoho support this? It looks like I can only add products to a quote, and the product unit price is fixed.
Convert lead to deal
Hi All! I create fields rule in deal modules that when the stages was closed lost will appearing this fields as reason of lost and I put it as mandatory fields. But when I converted the lead to deal with any stages is showing in converted page I can not
Remove the useless alert questions?
Just a note that sometimes the browser alert messages are completely useless and contribute to bad user experience. Like this one. I wanted to export data. Yes, I am sure. It is just a line of code in javascript that remained there since initial testings
Create Custom Button
Objective: I would like to create a custom button that creates a record in another module, and transfers the data with it. Details: We have a vendor module, and also a "Vendor Request" module. When a Project Manager needs a new vendor we haven't used
Zoho Working Slow
Hi, We are repeatedly facing this issue were our zoho crm is working slow and takes a lot time to load impacting our business operations on a daily basis. We have already followed all the basic steps related to Cache clear, Using Incognito mode but still
Need help with a function script that adds active brands to accounts
Hi there, we are selling brands' collections to our accounts. We need to be able to easily see, which account is an active customer of which brand. The function would have to read the "Brand Name" (field) from "Deals" (Module) that are related to "Account"
Edit Option not Working for Certain Profiles
I have a profile setup for profile "Data Entry / Estimation" For this profile, I want them to have read access for all Accounts, so they can reference them when setting up deals; However, I also want them to have Read and Write Access for one specific
Formatting CSV Import Column for a Multi-line Field
How do I format data in a CSV file I wish to import for a Multi-line Field? What character do I use to separate each line?
API Error when trying to send email to a contact. Please help
Here is my setup (bubble.io api connector) when trying to send an email to a contact: authorization code is correct and I receive this error: Status code 400 {"data":[{"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"to","json_path":"$.data[0].to"},"message":"invalid
Webhook not firing on merged accounts
When a user merges two accounts in Zoho CRM we're not getting any webhooks related to either the deleted account or the account the data was merged into. Can you please advise the steps required to set up that webhook. Our external application needs to
Renamed a module, reverted back to original. Tried to create a custom module, says name already exists.
I've seen another solution with a similar issue but it didn't solve it for me. I renamed Products to Policies. I decided to make a custom module so I reverted the name back to Products and tried to create a custom module name Policies. It continues to
How to Add and Delete Events in a My Calendar in Zoho Calendar from CRM
Hello, I want to add and delete Events in a My Calendar that is under the Zoho Calendar, from a Workflow in our CRM. I don't want those Events in the CRM Calendar. I have been trying the Webhook approach, using the Calendar ID and Calendar UID that can
Zoho CRM & Zoho Desk
I am looking to setup ZoHo CRM to track my business partners/dealers as well as the end users who get the product. I will also be using Zoho desk as we provide technical support to all of our end users but we want to know the selling dealer, original
How to delete ZoHo CRM Free Edition
Information says to go into settings > General > Company Details and then click on the delete link. This link is not showing in the free edition. I and another person in the company was working on this at the same time and we set one up as an Enterprise
how to make a role can see a record from other role in the Report Module?
I have two user roles working in Leads Module 1. Customer Service 2. Lead Nurturer We get leads from advertising. The first person to receive the leads is 'Customer Service'. When the customer service thinks that the lead need to be nurtured/educated,
Zoho Projects and Zoho Inventory
Good Day I am currently evaluating the trial version of CRM. I input some sample data and integrated the relevant modules and have one question, if i have physical stock items and want to allocate it a specific project and at the same time reduce my stock
How to find similar contact
Hi, is there a way to have a monthly/weekly report with similar contact? in CRM, we often find contacts record with adifferent email (personal email and company email) but with the same address. Can I create a report of that? thanks
Layout Rule Issue With Empty Fields
This is in regards to how operators are used in validation rules vs layout rules. So in this example I am using a number field. If I use a LESS THAN (or <=) operator in a validation rule it works fine, not counting an EMPTY field. In layout rules, if
Export fail fonction ?
Hi, how to export fail fonctions? I have several thousand that didn't run because we were over our API limit. Some of them not important, some really important so I want to filter them to correct the situation. I know I can check them there : https://crm.zoho.com/crm/orgXXXX/settings/workflow-deluge
How Do I put the Contact Address in the meeting address Automatically?
I am am just not able to work this out, when i create a meeting, I need it to automatically pull the address from the contact address field. I would imagine i need to use a function for this I just dont seem to be having any luck in pulling this off,
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