Activity Kanban View
The Activity Kanban view criteria appears to be fixed (hard-wired) to look for specific phrases. What is the criteria for an Activity to appear in the Customer Column? What is the exact criteria for an Activity to appear in the Deal Column? I ask because
Zoho CRM Attachment download api not working(API Version 2)
Hi, I've tried following api to download attachment. And I couldn't download. I'm using Okhttpclient for downloading attachment and I got -1 as content-length. I've tried in CUrl too. But, not downloading. curl "https://www.zohoapis.com/crm/v2/Contacts/2847269000000505009/Attachments/2847269000000766005" -X GET -H "Authorization: Zoho-oauthtoken myauthtoken" In postman tool too, this is not working. I got 204 NO CONTENT error in postman tool. Please help and let me know Am I missing anything?. Thanks,
CRM emails stats in Zoho Analytics
Hello, I'm using both Zoho CRM and Analytics, the two are connected. I can't find data in Analytics about the emails sent to customers (I can see the info by creating a new report in CRM, but that would be a lot more useful to have it in Analystics).
Turn off Zoho CRM - Event Reminder Notification emails
Dear Zoho Team, Is it possible to Turn off Zoho CRM - Event Reminder Notification emails It seems that a few weeks ago, a lot of staff started receiving emails based on Events they created in Zoho CRM systemgenerated@zohocrm.com 10:15 AM (2 hours ago) to me This is to remind you of the event: Title : Issue with Schema Starts : 01/18/2017 10:45 AM Ends : 01/18/2017 11:15 AM Location : Host: : Thomas Pursifull Lead/Contact : Related To : Email : Phone : Regards, Zoho CRM Team This email is from
Regarding pkl file for the Python SDK
Hello, We have one pkl file associated with one of the users. But when we tried using the same pkl file with another user of the zoho CRM, we faced an error while accessing the zoho CRM from our python codebase. Do we need separate pkl files for different
Email to Lead
I can't seem to find this, but is there a way to create a lead from an email? I want this to work like a web to lead form. Example: An email is forwarded to zoho and it turns the email into a lead.
Is it possible to automatically create a lead or deal through calendar booking?
Hello there!! Is there any way in calendar bookings when someone asks for an appointment then to automatically generate a lead or deal in CRM? I know that the system generates a record in the Activities module. I also think that the Zoho Bookings application
How to backup Emails of a deleted user in Zoho CRM
Today, let's see how to take an Email backup for a user who has left your organization. As a business, you want to continue the ongoing communication with your clients after a user has left the organization. It is important for a business to retain email communication as much as other data that belongs to your company. To request a backup Click Setup > Users and Control > Security Control > Zoho Mail Add-On Users In this page, select the check box corresponding to the deactivated user. Click Latest
Introducing an updated User Home Page and other enhancements in Dashboards
Hello everyone, We have made a few enhancements in the User's Home page and the Dashboard tab. Additional components in the User Home page for new sign-ups In the Home tab, under User's home page a new CRM user could see only three components: My Open
how to follow 2 email-addresses in CRM
I have 2 mail-addresses from which I send mails to my customers. This is because I have one email from my franchise-company and one email from my company. For registering and for the setup I had to use my own address because there I only have the control
Telephony Recommendations
Hi all Does anyone have any recommendations for telephony providers that can integrate properly with custom modules in CRM? We are UK based and need both physical phones and soft phones. Help greatly appreciated. Kind regards Matt
Email templates on CRM won't allow editing - gives error message: "Only 200,000 Characters allowed in Email"
The message clearly has less than 200,000 characters. It has a Pdf attachment that is 2MB. I create the template and it works perfectly but as soon as I want to make a small change to the template I get that error message. This is the message: Hi ${Leads.First
Create a Product, associated with a Deal and an account
Hi, I have a form integrated with CRM. I need to create new Products in the CRM for each new form I submitted. Each Product needs to be associated with a Deal. This is done, since in New Register I have integrated with Products; and in Relationed List
Create a Potential Deal when new product is created
Hi, I need to create a Potential Deal every time a new product is created. Name of Product = Potential Name Price of Product = Amount Deal I would need a custom function, to be activated with automatic workflow rules. Any help please! Thank you!
Function only works when record is updated manually
I have been creating a function to update a datetime field on the Supplier (Vendor) when a field is updated on the Contact. If I manually change the field all works fine, but if the record is updated by a workflow or function nothing happens. This is
Important enhancements in Data Encryption
Hello everyone, We have rolled-out some important updates in field encryption. Given below are the details: The field based data encryption provides a way to safeguard ones customer data in the CRM system. Data encryption already allows encryption of
Introducing portals for trial editions, allowing bulk operations, option to remove users, and more
Hello everyone, Portals has provided admins an avenue to let their customers, stakeholders, partners and others access CRM modules and data as required for their business. To enhance user experience and provide ease of working we have brought-in the following
Can I remove TAX on an individual quote
I can configure the tax on the products that I add, but for one particular quote I need to remove the tax for the line item. Does anyone have any clever ideas on how I can do this without creating a new product?
Zoho CRM Image Mail Merge into Quote Template
Hi , I’ve been waiting for this Feature for the Image Mail Merge Field into the Quote template for a very long time, probably over 2 years I would say if the Contact Image field and product image field can be mail merged into the Zoho quotes then why
Calculating Lead Age Custom field creation
Hi, I'm trying to calculate the age of the lead using the formula Datecomp(Now,${Leads.Created Time}) But doesn't work out. No values are calculated. Am i doing something wrong? Has anyone done it before?
Sorry! We're unable to create a Sandbox account for this email address r****n@f***h.**. Please contact us at support@zohocrm.com for further assistance.
im getting this message what's the issue Sorry! We're unable to create a Sandbox account for this email address r****n@f***h.**. Please contact us at support(at)zohocrm(dot)com for further assistance.
Relate Zoho Account id to AccountId in my web app DB
When using API and creating an Account (or any other record in any module), I know there is a way to get the newly created id and save it to my DB. But is there an opposite direction -- pass the account id (generated on my side) to the newly created Account?
Related Lists - can't add desired columns
I have set up a related module to connect contacts and accounts. Then I've enabled the display of these related lists within both contacts and accounts. This all works correctly. I am now editing columns for related list displayed within the account.
Scoring Rules for Related Lists
Does anybody else need the requirement to have scoring rules for related lists? I would really like the ability to run scoring rules on related lists such as deals, contact roles, stage history, etc. This feature is in their roadmap. Please respond/upvote
Our email IP is blacklisted and emails go to spam folders
Hi Team, The following IP server is being used from our CRM when we send emails to our clients. The problem is that many times they are going to spam folders. I tracked this issue, and its because the IP Zoho CRM is using in our case, it's blacklisted
How to pull one field from custom module into Contacts
Hello, I have a custom module called Rides that has entries related to my contacts. Each contact could have several "rides". The connection between the custom module and Contacts is Email. I would like to show on my Contacts page the date of the latest
Change in the pricing of CRM Portals
Hello everyone, We have revised the pricing of portals. According to the new pricing model: Minimum portal users: Earlier the minimum number of users in a portal was 50, now we have reduced it to 1. Refer to the table below for pricing of additional portals: Earlier Now 51 to 100 users - $12/user/month 1 to 1000 - $10/user/month. 100 users and above - $10/user/month 1001 to 10000 - $8/user/month (applicable only from 1001 user) 10001 and above - $5/ user/month (applicable only from 10001
Zoho Crm API insert doesnt trigger WorkFlow
Hi We are using the Zoho CRM with a third party application and using API. We have created a workflow Rule to send an alert on creation of a Lead. It's working fine when we create a lead directly into Leads but it's not send an Alert/mail when we insert a Lead thru the API. Any help will be greatly appreciated! Thanks!!
Zoho CRM Analytics App - Post your questions
Hello everyone! Welcome to another discussion on posting your CRM related questions. This shared discussion, is a place to share knowledge, interests, and queries through engaging conversations. The topic for today is Zoho CRM Analytics app, which is
Products & Deals
Hello, I am a new user of Zoho, and I would like to have some advice. My job requires me to create a deal that can contain different products. These different products have different prices each time, because they are handmade products. The prices vary
Zoho Motivator - Popup
Hi! When you work as a salesperson and you want to be motivated you start a game in Zoho motivator. BUT there is no way for me to see the game when i working in CRM! Zoho Desk have this function when you for example have closed 5 cases you get a popup
Not receiving email after comments in Notes (using @user name)
Hi! I have one issue in Zoho CRM. Recently I had an opportunity to receive an email notification after somebody writes @myname + text inside the deal or lead, but now I only have small notification on the top right side of the screen and no email at all.
Deals Validation Rule (Deluge) - How to get record Stage value?
I'm working on a deluge Function for the Deals Module validation rule. Is it possible to get current Stage value of the Deals record? I can get the newly changed Stage value, but I need the original value before the user change. This code snippet gets
Can I upload an email via the API?
Is is possible to use the API to upload an email to Zoho CRM? I have a large number to upload so using the addin for Outlook will be too time consuming.
Why doesn't "parent account" carry over into deal or quote?
We work with a lot of partners and they have a lot of clients under them, therefore we need the "parent account" field to stay populated through the entire journey. When I create a quote or deal from an account the parent account doesn't go through with
From chemical labs to marketing desk | Small Business Heroes E08
In the eighth episode of Small Business Heroes, a CustomersSpeak series, we had a conversation with Shanique Young from Dallas ZUG. Shanique shares her interesting journey; from working in chemistry labs to becoming the technical sales and marketing director
There appears to be no way of deleting an unneeded service after deleting it's associated connection
Hello, After a few attempts I was able to successfully create a custom OAuth2 connection for Commerce since the scopes are seemingly unavailable under the regular Zoho OAuth connector. However... It appears that while I can delete the extra connections,
Getting a 500 error when trying to initialize SDK
I've managed to successfully call API from Postman and get the right results, so I think I've set up all the tokens appropriately. But I am getting an error when trying to use SDK. 500 | Internal Server Error | com\zoho\crm\api\exception\SDKException
User Activity
iS THERE AN API THAT WILL RETURN THE HISTORICAL DATA ON USERS ACTIVITY on zoho?
ZOHO Phone Bridge Integrations with Cebod Telecom
We have customers looking to integrate phone service from Cebod Telecom with ZOHO CRM. I found phonebridge does the trick. Where can I find the documentation and process to integrate Cebod Telecom phone service with zoho CRM using phone bridge app. Thank
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