Setting up distributor relationship
Hello, We are a manufacturing company that works with large distributors that sell our products to end users. Once a PO is issued we ship directly to the end user. I haven't been able to find a way to express that relationship in the CRM so that it also syncs with Zoho Books. I would love to be able to populate the end user's shipping information while also being able to send an invoice to the distributor. Are there any ways to do this? Thanks in advance! Ian McConville
How to Fix Web-To-Lead Duplicate via Multiple Click of Submit Button
When a lead is on the web-to-lead form on website and fills out information, if they click SUBMIT more than once, it will submit more than one lead to CRM. I DONT want to prevent a lead from being able to be submitted twice (on different "occasions")
Custom function to automaticlly create a contact when an account is created
We need a custom function to automaticlly create a Contact when an Account is created. The fields that need to be copied are: Account Fields 🡪 Contact Fields Account Owner 🡪 Contact Owner Account Name 🡪 Account Name text of Account Name 🡪 Last Name
Workflow Update Field Syntax
Hi, it seems that the update field part of workflow is pretty limited. For text field updates, can any formulas be used? For example, to concatenate data to a field rather than overwrite it? ie: new value for A = A+B It would be great to have similar (or better) functionality as the custom calculated fields. Can you confirm if there is anything I'm missing? Thanks, David
"Call Now" action button dissapears after refreshing any page that using a Canvas layout
This problem only happens with pages using a Canvas layout. If a Canvas page contains a "Call Now" action button, it will dissapear when the page is refreshed. See attached image for refference.
Decimal values not showing in the field
Hi, I added field named as Price and type as Decimal and checked the setting also in the Decimal proprties. but still when i added values there , then it is not showing values in decimal. i tried with inserting decimal values also but it is not taking
Sending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registers
How do you get more server time for Zoho Crm to process functions?
We're having some serious function problems within Zoho CRM. Our customer base has doubled over the last few months, and functions and automations that worked 100% well before with less customers/ automation calls, now randomly fail. Generally if I
Add Country codes to contact numbers
Hi TEAM, I think it also works for API v2.0. https://www.zoho.com/crm/resources/tips/functions-country-codes.html Can I add function to remove "0" in the very first if exist, bwfore adding the country code as above? Thank you very much.
Create custom connection with Kaleyra SMS?
Hi all, I am trying to create an CONNECTION for workflows so that I can use it repeatly. But it is not working. Hoping anyone can help. Here is the API doc. Thanks so much. Here is the connecion setting. Here is the workflow where I want to use the connection
CRM V2 API is able to create a record entry even when required fields are left empty.
I have created an `Orders` custom module as follows: As you can see, the `random` field is marked as `required` field. When I edit an order on the crm, as expected, it does not allow me to save the form when I leave these fields blank (screenshot below).
Why can't you disable the Gmail Gadget in Zoho CRM/Google Apps integration?
Why can't you disable the Gmail Gadget in Zoho CRM/Google Apps integration? surveyforcustomers
How to edit Contacts screen columns
I want to add the 'Mailing state' field/column to the homepage of the Contacts tab. This is a screenshot of the page I am referring to: https://www.screencast.com/t/vyac4KXpU304 I want to be able to see Mailing state after the email or phone column as
How to get all records in CRM using widget
I have 1000 records in CRM under Leads Module, I want to get all the 1000 records using CRM Widget but it only returns 200 records per page. how do I get the 1000 records on all pages using widget JS SDK? this the code I'm using ZOHO.embeddedApp.on("PageLoad",function(data)
{
ZOHO.CRM.API.getAllRecords({Entity:"Leads",sort_order:"asc"})
.then(function(data){
Inbound Call notification no longer appears RingCentral
Since I set up RingCentral with Zoho whenever I would call into the Ring Central number we would get a notification in Zoho about the caller and if they had a record in Zoho. That no longer happens. RingCentral says it's Zoho's problem and a Zoho tech
Mass Delete Tasks?
Is there a way to delete tasks of a certain age (say 6 months old) from a User so they can "start fresh"?
Dashboards Create a Dashboard using a custom field
I want to create a dashboard using a custom field. I am trying to create a sales agent dashboard based on their performance. The information that I want to use is part of a custom fields and the dashboard that I see available only allow to run dashboards
CRM Integration with Australian VOIP Provider MAXOTEL
If you are located in Australia and want to use VOIP integrated with ZOHO CRM you have probably found options are very limited. I have used MAXOTEL for many years as my hosted VOIP provider and today I submitted a Feature request on the Maxotel site. If you are a MAXOTEL user and would like to see a Telephony integration with ZOHO CRM please vote on my feature request: https://my.maxo.com.au/#!/featureforum/request/128. TIA Tony
Best telephone/dialler integration for multiple calls, automated phone systems and hold music?
Looking for recommendations for Zoho dialler integrations. I'm currently using a standard manual VOIP system and make most of my calls from my mobile. A lot of the numbers I call have an automated phone system, I click the option and then get put in
Creating a Custom View in CRM Deals Module
Hello, In our deals module, we have data which are also linked to Custom module which shows under the related list. Is there anyway we can create a view in the deals module using fields from the custom module? The goal here is to update fields in every
Custom Fields not accessible on Sales Order Line Items - Custom Function
Hey there, I am having an issue where I am unable to set the values of my custom fields that I have on the Sales Order Line Items object. While testing, I noticed that my custom fields aren't even returned after a create. test = zoho.crm.getRecordById("Sales_Orders",
Email template sticks words together when sending
I have created two different templates in CRM (for contacts module.) When I go to a contact and click "send email" then "insert template", the same template comes up with random words stuck together. even though when I edit the template itself, I don't
Stage History Modified Date
I am trying to create a report which pulls all the potentials that had a change in Stage during the past week but the Stage History Modified Time is not an available column when creating a report. Could you please add this to the list of fields available in the Reports section in Zoho CRM? Fritz
App Spotlight: Dialpad for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Dialpad for Zoho CRM Sell smarter, better, and faster! Bring communications into
App Spotlight: Servetel for Zoho
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho solutions. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Servetel for Zoho Servetel is a cloud telephony platform that helps businesses enrich
App Spotlight: MoceanAPI SMS for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. MoceanAPI SMS for Zoho CRM SMS is still one of the best mediums to use to reach
Introducing Exotel, Integrately, Aloware, SanIPPBX and 12 more extensions for Zoho CRM
Telephony extensions We recently released four new telephony extensions. Start making calls from your Zoho products, and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordings
Adding a creator app to a tab group
We have a creator app that we have imported into our CRM, however I can't see a way to add it to a tab group. Is this possible? If so how? The Tab is called Print Booking and I can't see it in this module, or in the config of the creator app.
Better Looking CRM WebForms?
Hello Community- Hope you're well. Big Zoho fan and a One subscriber. Have created a very simple CRM Webform that is embedded on my Wordpress web site using elementor and the worlds most popular theme: Astra. But when I embed the Zoho form onto any page,
Trigger Action from other Action
I have written an action in Zoho CRM that triggers on record update to update information in Zoho Projects. The issue I am having is that the script is a few thousand lines at this point and is very difficult to maintain. Is there a way I can create a
Not receiving email notification when @ in a record
Hello, I have a client user who reports receiving email notifications when she is @username tagged in some modules, but not receiving email notifications when she is tagged in Deals. We use Yahoo mail, and believe I have confirmed that Yahoo is not the
Is there a limit for the size of a custom related list?
Hello everyone, I'm trying to create a customm related list in the accounts to fetch all the deals made by child account in order to have a general view of the deals in the parent Account Page. Whenever there is no child account, the function is properly
Zoho emails going to Spam folder
My emails sent from Zoho are going to people's spam folder. I noticed a huge decrease in incoming emails so am concerned about this. Can someone please help? Thanks.
How to create Zoho API OAuth Token?
I'm building integration with your API using your Typescript library, but I don't understand your documentation to successfully create an OAuth token. Typically, my client would get called (/authorize endpoint) which should call your endpoint to prompt
How do I update a lead owner only using the owner email (Zoho API v2)?
I want to update the lead owner by using their email address, and not their ID. I know it is possible because I've done it before but I didn't save the request I made, and I don't remember how I did it. Something like this: URL: https://www.zohoapis.com/crm/v2/Leads/upsert
6 Reasons to Integrate QuickBooks with Zoho
Managing finances is one of the most essential and complicated functionalities of a business. It is only with superior financial health that a business can grow. Unfortunately, hiring a finance specialist or an accountant can be costly for many companies.
Scheduled Call Ownership when the Account owner is changed
Currently when you change the ownership of a account to another sales rep the scedule call is also changed to the new rep, we dont want that to happen, the schduled call must stay in the ownership of whoever scheduled the call. Is that possible with workflow
Upload attachment to image custom field
Hello, I have image attachments in contacts and I would like to upload the image to a image custom field through the API. I have the $file_id through the attachment but I dont know how to update the image custom field with that. I have this code but the
how to search record using email using deluge
Hi, i am trying to search record using email i tried this code .. assesssmentDataRecords = zoho.crm.getRecordById("Pitch_Data", ID); email = assesssmentDataRecords.get("Email"); info email; //searchRecord = userinfo = zoho.crm.searchRecords("Leads",
Exporting Invoice Company and Contact
I'm trying to do an export to a CSV file of my invoices. I'd like to have the invoice info as well as company name and contact name. However I can only export either the company or the contact name but not both. I'd like to have the following info contained in one CSV File: Invoice Date Invoice Number Invoice Description Company Name Contact Name Contact Phone Contact Email Any suggestions?
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