Index card as summary for printing
Hey, I've got the request to generate an index card which can be printed. This should have company data as well as all contacts and the notes. I've tied to generate a print template - but there is no possibility to add the notes into the templates. We
Zoho CRM / Task View, defaults and custom views does not load anymore
Zoho "deactivitated" Activities and split into Tasks, Calls and Meetings. Since then I have switched 2 views but now module "Tasks" does not load anymore. It has worked until last Thursday. I cannot see even default views, this applies also to other
updating invoice record
Is it possible to update invoice record without specifying Invoiced_Items ? If I want to just update the subject part of the invoice why should I specify Invoiced_Items records ? {"data":[{"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Invoiced_Items","json_path":"$.data[0].Invoiced_Items"},"message":"required
Client script can't effect in Detail info Page
Hi Client script is very powerful for user. But It have a leak in detail info page .Because detail info page can allow modify single field .I already did client script in that field on change action In edit page (create or clone). How can I aviod user
How to add attachments in creating record in quote module?
I want to add a file when creating a quote using php sdk version 3. how to put it in attachment?
add attachment file when creating quote module using php sdk version 3
I want to add a pdf file in the attachment of quote module when I create a quote using php sdk. But I cant find any references regarding on attachment of files using php sdk. can it be done?
Create a new subform entry whenever a picklist field is changed.
The complete case is this: We are already tracking one picklist field history with the functionality that Zoho provides, but now I want to track another picklist field history with a workaround that came across my mind by creating a subform and writing
Update a field in Contacts from a custom module
Hi, I have this function which works very well. It updates a date-type field in Contact from a custom module. custinfo = zoho.crm.getRecordById("Vingo_Ride",custid.toLong()); ctime = custinfo.get("Ride_date"); relcont = zoho.crm.searchRecords("Contacts","(Email:equals:"
Receives a blank message on SDKException using PHP SDK version 3
I am trying to add a Quote record and I need to attach an account to it. I have a logic that if account is not existed in the crm, I will create a new account record and use it to attach in Quote record. But when I try to add a record on account module,
What is the full Deluge invokeurl code to GET / SET subform records of a custom module?
What is the full invokeurl to GET / SET subform records of a custom module? Thank you. Ken
Best way to analyze the performance of email templates
We have 133 templates that we use in CRM and an I'm seeking an aggregated way to look at their analytics (opens, clicks, etc.) so that we can quickly see which ones are performing well and which ones need refactoring. I think all the data is here because
Custom Reports - Account report that lists associated contacts in different columns
I'm hoping there's a simple solution for this. I'd like to create a custom report for accounts that lists each associated contact in a separate column by first and last name. Something like this: Account Name First Name Last Name First Name Last Name Shipping Street....... Columns 2-3 would be for the first contact associated with the account, 4-5 would be the next contact, and so on. Any ideas? Thank you advance, Jeff
Automatically assign Owners to Accounts?
Hi. Is it possible to run any assignment rules which will automatically assign Owners (Users) to Accounts? I know this can be done with Leads and Deals, but we need this function for our growing list (currently 900) of Accounts.
Lead Assignment Rules
Hi Guys, I have created lead assignment rules, however they are not working. The leads are created via zapier, how do I get the lead assignment rules to execute on all leads created? Thanks Scott
Ability to create 2 different codes in 1 module
I want to create two different automatic codes. When a personnel from the company creates a new purchasing offer I want the code to be PRCxxxxx and to be able to see this offer on the kanban board. Then after this offer is approved I want the code to
CRM COMMAND CENTER stopped working!
Hi there, We noticed today that 2 days ago our command center journey we have setup for leads stopped working. Did this happen to anyone lately? Our leads enter the Journey when they're created. But then, they do not travel to any other states as they
Zoho Mail and TFA Office 365
Hi Team We recently added TFA to our Office 365. I'm following the TFA guide on Zoho's help documentation to generate an App Password, however that password simply does not work! Any tips?
Is there a way to customize the matching records fields shown during a mass transfer?
I've searched and searched and only find a way to customize fields shown when doing a record search. Is there a way to customize the fields shown for matching records when using the mass transfer functionality?
Extension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM
Switching between multiple applications to keep track of data is a time-consuming and laborious process. Having visibility into all related data in one application makes work easier and more efficient, and helps mitigate errors. Zoho Projects and Zoho
Problem with Dashboard
Working fine in the past, but with issues for the last 10 days. Been an administrator I should nor receive this message: You do not have permission to view this dashboard because: 1. The corresponding module or field may have been disabled in your profile
How to assign a task to multiple users?
Hi, We are evaluating Zoho CRM. Now there is an issue in task assignment. It seems that the task can be only assigned to single user, but we may need to assign a task to 3~5 users. How can i do that? Thanks! Justin
Is it possible to lead score from an email sent in Zoho CRM
Currently we are tracking our email campaign 'click throughs' from Mailchimp via Zoho CRM and the fantastic lead scoring. So far so good... What I'd like to be able to do is to send a single contact an email from Zoho CRM, and use that email to track
Deals permission
Hello, How is it possible to change the permission in Deals Module so that each non-admin user only sees their own deals in each progress stages (including closed and lost wons)? Thanks
Multiple Contacts Per Lead
Hello, In the Lead stage, we begin to Contact the lead before moving them to a potential. IN the process, we create multiple contacts per lead. When we convert it to a potential and Contact, we want multiple contact records to be created per account/company. How can we do this? If its only in Creator, can someone point me in the right direction of variable/values to use? Thank you
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow but nothing is happening. It looks like Zoho doesn’t know that the Contact is edited when
CRM integration & sync of 2 CRM accounts
Once I have set up an Integration/Data migration between 2 separate CRM accounts, as outlined in the instructions provided at the link below, is it possible to set up a 1 way sync as well - to push new data from the parent to child CRM account such as
Uploading Contacts within Accounts
I am new to Zoho CRM. Slowly but surely I've been uploading all of our customers into the Accounts section. However, at the same time, I'd really like to upload the contacts for those accounts. I don't see any fields for this though in the mass upload section. am I missing something? Or does anyone know of a way to do this? The only way I can think of now is to separately upload my contacts, then manually go through them and assign a company. Thanks, Arthur
Reports / Analytics Components needs a way to join Leads and Converted Leads (Contacts)
Currently it is difficult to get a monthly or quarterly snapshot of total leads because when the lead is converted, it moves out of any Leads Report or Analytics Component. I want a dashboard where I can report on the total # of Leads by Lead Source,
Customize Module "Leads" to add products and add book download as hidden form
I'm a consultant. I have a free ebook download. When someone fill out my "Free Strategy Session" form, I promise them to automatically email them my ebook. My "Free Strategy Session" form has 4 visible fields and one hidden field to track which form
In CRM app telephony Norway
Hey! Are there any telephone companies in Norway that integrate with Zoho CRM? We will have a main number to our business that will be routed to our mobiles and answered and logged in the CRM app.
How to add a Watermark on q Quote Template
Hello everyone. I am currently facing an issue. I want to add a watermark behind my quote template. Any ideas how I can solve that issue? Thank you.
Mark event participants as attended/not attended, using Event Date in Workflows, sending participants emails
I can create events and add leads are participants. Is there a way to mark a lead as having attended the event? They are marked as having accepted but I can't see a way to denote whether they came to the event. Is there a way to use Event Date that
Zoho User Group Meetups - March 2022
Hello everyone, We're elated to announce that we're hosting the Zoho User Group (ZUG) physical meetups in the Middle East region next week. In addition to Dubai, we're starting Zoho User Groups in Manama and Doha. In case you aren't aware of Zoho User
Collaborate and Communicate Effectively With Zoho CRM Feeds
Collaboration is an extremely important aspect of businesses. When you need to finalize a deal or even negotiate on the discount price or organize an event, you collaborate with a team to achieve your goals. To make this possible, the tools that help
How do you archive a product ?
We have seral products that have been duplicated. We cannot delete them because they have been used in transactions. How do we archive them ? I can't find instructions anywhere.
Knowing the organization chart in a Prospect account
I am tryong to see if there is any easy way to view the contacts in an account in the form of an org chart instead of just a list as it is showing up now. Example if I am trying to sell to the Enterprise Architect it would help to know who he reports
Company structure in Zoho CRM
Hello 2 all! Now we are using Standart Edition of Zoho CRM and we have next issue - We need to build the structure of our company in our account in Zoho. For this we need to do something like, that you can see on the image: Now i`m trying to explain
Product Lookup field on Assign Default Value screen of import to custom module non-functional
All of a sudden the Product Lookup field on a custom module import screen does nothing when I click it. Steps to reproduce: 1. Create a custom module with a lookup field pointing to a Product. (I don't know if this is specific to a custom module import
How to attach a product in lineItems when creating Quotes record?
I am trying to set a product in lineitems using product id. following the instruction on how to add a record seems not working. I encountered error "invalid data" which point to product in parent api name "Product_Details". I am using PHP_SDK version
convert quote to invoice in zoho books
We use Zoho Books for our invoicing (and links to payment online, etc.) Can we create a quote in Zoho CRM, and then convert that quote to an invoice...but instead of the (useless to us) Invoicing feature in Zoho CRM, have that invoice act as an Invoice created in Zoho Books? We have the triggers set up to automatically generate an invoice from the CRM in Books when we change the stage of a potential, but that generated invoice lacks any information...we must enter the information in twice...once
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