Announcing Twilio SMS - Zoho CRM messaging Extension
Extension Install link: https://marketplace.zoho.com/app/crm/twiliosmszohocrm Help guide link : https://help.oapps.xyz/portal/en/kb/articles/zoho-crm-twilio-sms-integration Demo Video : https://youtu.be/WYtBeBwQ6S4 Twilio allows software developers to
Zoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendor
Could not deploy field changes from sandbox to prod
I do not see the button "Deploy Changes to Production" as provided in the instruction below
0365 calendar sync
H we recently moved to Zoho and starting to regret that I didn’t see this issue all the way through before making the leap. The issue were running into is the o365 calendar sync doesn’t actually sync. Specifically events sent to me do sync. Events created
Multi-Select Lookup Fields
Hello, I want to "Self-referencing" "Contacts" in "Multi-Select Lookup Fields", but "Contacts" does not appear in the "Select Related Module". I have created "Multi-Select Lookup Fields" associated with "Accounts", is that why I cannot set it up?
Possible to send email from Sales Order module WITHOUT the Sales Order pdf attachment?
Every time an email is sent from the More Actions > Send Email tab of the Sales Orders module, it appears that a PDF is generated as an attachment. Is it possible to disable or remove the automatic attachment?
Sales Inbox Setup Faliure
Hi There, I am having issues setting up Sales Inbox within CRM. When I try to set it up it sits saying loading...... for a long time then says: Oops! Something went wrong. We were unable to load this page. Other team members have not had this issue, could you advise on troubleshooting please. Thanks
Zoho CRM for Email Add-on for Outlook FAT Client
I cannot find the Zoho CRM for Email Add-on for Outlook FAT Client anywhere. I see guides on how to install the online version, but my company mostly uses the fat client. Where can I find this?
Getting a Lead image url
Hi, First of all, I love Zoho CRM! I have Tasks related to Leads. In the Tasks view, I want to see the Lead image. As this is not supported, I'm trying my luck in building a Web Tab Widget that will show the Task list with Leads images. To achieve this,
Best practices for associating large files
I want to associate photos and videos to the Deal module of Zoho CRM. However, the CRM has only 10GB of capacity. Even if I purchase additional space, it will soon reach the limit as it is only 20GB. What are the best practices for associating large files
Verify fields filled out before closing case ticket
I understand you can set required fields within a template that need to be filled out. In my instance there is information that isn't known when creating a new case and its a nuisance to put random values so the case can be created and sent off to an
CRM Dashboard Widget - Permission
(Including attachment) Users are receiving a note on Dashboards that they do not have permission to "show this component." The security profile for these users has View, Create, Edit access to the Module. I'm assuming this could be related to a field
About timeout for running function into after section on Transition
Hi Zoho Team I would like to know how much time have a function for to do a work when is called in after section on transition? , Although my question may seem strange, it sometimes happens that a user's request to do a great job of sending information
Yeastar Cloud PBX integration with ZOHO CRM
Would it be possible for someone to do an online session with me? We are missing something iwth the cloud integration and two different Yeastar Engineers have told me the problem is with ZOHO and not with the setup from Yeastar? Kind Regards
Tooltip not available for multiselect lookup
It is not possible to add tooltip or multiselect lookup fields in CRM layout, the option is simply not there when editing the field properties. Could this be added? Similarly some system fields such as Name (i. e. Campaign.Name, etc.) do not have the
Email Storage for Zoho CRM | Public Early Access 2023
Hello All, Looking back at our journey, we've consistently focused on enhancing email features, and email storage has always been a crucial aspect. However, its consumption is not uniform, leading to challenges for admins and managers in effectively managing
Associate Multiple Contacts to a Deal
Hello, A very important feature we are requesting is to be able to have more than one contact on a deal so that we are easily able to link multiple emails from multiple contacts the deal. The emails associated with the contact show the emails from the
How do you calculate the next WORKDAY when the date falls on the weekend in a function field in CRM?
I am in Real Estate, and our contracts count all days in a calendar unless the date falls on a weekend day. If the due date falls on a weekend day, it rolls to the next business day date. For example: The inspection period is 5 days from the effective
How to update the lookup field of a record using Zoho CRM Client Script.
I have two modules: Payments_Received In this module there is a lookup field to Instalments Instalments In this module there is a lookup field to Payments_Received What I am trying to do: I want to setup a client script on the edit page, trigger is onSave,
Zoho CRM - API value of list fields are not pushed anymore in webhooks
Hello, Very recently, we noticed that the value of a list field, in a webhook, is not anymore the "API" value (that is configured in the module), but the displayed value. Here is the config in the module. We expect to get the value of the right list in
Complete Data export for Pricebooks module & associated products/list prices
Is there any way to make it easier to download a backup of an individual pricebook including all the details without having to perform a Vlookup to 3 files every time we wish to update more that a couple products? Awhile back I had submitted a request
CRM Quote/Invoice Email 'Send-to' Auto fill
Hi all, I'm looking to find out two things - how to populate the dropdown of the email dropdown, and then how to automate this process, I have the email to fill out that field with. My main requirement is to be able to get a lead from SalesIQ, manually
Import datas from CSV file, how to manage multi-lines fields ?
Hello, When importing datas in a custom module, from a CSV file, is there a way to manage correctly the multi-lines fields ? I tried to put <br> or \n in the file I import, but the result is always on one line. I'd need this to import datas from our old
mass emails
Hi which is the cheapest app to be able to mass email leads? We are a small new business trying to send emails to our contacts. We were looking at crm flex.
Addresses - Site address being link to a Billing address
Is there a way to either have one main account (billing) and link multiple site addresses to that account. Or is it possible to have multiple accounts linked to a parent account? If we have 1 billing address for multiple satellite offices, what would
Auto Update Deal Name on Create/Edit
Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: "Unable to cast the 'TEXT' value into
I don't understand "Contact person" on top of Transactions record
Hi, when we add a contact person in a transactions record (not sure the name of the field in english because the title of this section doesn't translate but it's something like "other contact"), these is a new "Contact person" section that appear on top
Multiple contacts for Vendors
I am looking to customize my vendors with extra contact information, etc. Is there a way to show a vendor basic information including contact names, but then click on individual names within the vendor to access more informaiton about the contacts? How
How to change related the Account_Name field in Zoho CRM along with the client name in Zoho People and Zoho Projects
Zoho CRM does not update the account names in Zoho People or Zoho Projects. As such I'm trying to write a custom function that handles this and changes related project names. I will most likely have to hire a consultant to help but I thought I would post
Data from related modules in the criteria builder
CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event. Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends
How to access "modify time" from Client Script?
Hi everyone! I'm writing a Client script for the Account-Edit-onSave event. I'd like to access the "modify time" property, is this possible? I've tried using $Page.record._Modify_time but it looks like this returns what is on the server when the user
Remove Google Adwords Information on Layout
We use Google Adwords integration with CRM and don't want to disable it. We use multiple Lead and Contact Layouts to reduce the amount of clutter a user has to see when dealing with certain Lead and Contact editing. The majority of our users do not need to see the Google Adwords information. Can anyone give us any ideas for creating a layout that does NOT include the Google Adwords Information section on a Lead or Contact layout? If we can't get rid of the Google Adwords Information section in the
CRM customer login from zoho crm to our portal and get global api key which get use in widget invoking
Hello Team we have created widgets for zoho crm extension. which are simple forms that send data to our server for further process, now what we wanted do is, CRM customer login/singup from zoho crm to our portal and get global API_KEY which get store
Blueprint - Any way to delete process / Transition
Hello, First of all I think I'm going to really like the Blueprint feature, once I figure it out that is. I sure hope someone can help me figure out how to fix this. I created a blueprint for our account on-boarding and set up process - While I was testing
I Want to send contact a link to update their contact record and get a request for information on them for the sales process.
I am looking to send out a few documents to my existing contacts via email and/or sms text message. Some of my clients don't have/use email. Ideally i'd like to do this with a single link/page so they don't get confused, but i'm not sure that's possible
Formula field showing number of weekdays between two dates
Can a formula field compare two dates and get the number of "weekdays" between them? I've found the DateComp function, outlined here: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/create-formula-fields#Create_DateTime_Formula_Field
Azure Data Factory to Zoho Connection
Hi all, I'm trying to setup a connection between Azure Data Factory V2 to Zoho in order to update data to our company's Zoho CRM. I'm able to register the client in the API Credentials page within Zoho Accounts and obtain a Client ID + Secret. I've also
More love for multi-select field
Multi-select is great as it allows n:m relations which is often necessary in more complex CRM cases. There is quite a few official constraints and I wonder if improving these is on the roadmap: - the recently added lookup filter not available for multi-select:
deactivate a user - what about their leads?
When I deactivate a user what happens to the leads assigned to them?
Option to clone section in zoho crm module layout builder
In Zoho CRM module layout builder, cloning a section is not possible. Suppose if want to make two similar sections in a single layout then I have to create a new section from scratch and I can not clone an existing section I know there will be a field
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