Kaizen #14 - Notification API
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss the Notification API in detail. What is a Notification API? Notification API allows you to get instant notifications whenever an action is performed on the records of a module. The system notifies you of the event on the URL you provide. You can also enable notifications based on a specific operation like create, update, or delete. Channels for notification You can create individual channels to 'watch' set
Automatic Close Task When Field Update
I've tried all forms of contact with Zoho and this still can't be figured out. I was told to just changed the task in the workflow to "Complete" but if I do that, it'll edit the task for every single workflow.. Scenario: When a new lead comes in it assigns task "Contact New Lead" with "Status: Not Yet Started". After the sales rep makes their first call, they update a field titled "Made Call 1". After that field is updated, the task "Contact New Lead" should close automatically and a new task should
Auto populate lookup field
Hello, I am trying to achieve the below and I am not sure what would be the best approach. Can you please advise? I have created a new CRM custom module named "Investors". Some of the fields within this module are lookup fields called "Adviser" and "Adviser
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
New Charts introduced in Webform Analytics
Hello Everyone, Greetings! Webform is an interesting avenue to collect information from prospective customers and further connect with them. The webform analytics, have been extensively put to use to identify its performance and understand customer behavior.
Make reports fully editable after creation
It would be very helpful to be able to edit all aspects of a report after it has been created. For example, it would be great to be able to add a related list to a report later.
ZOHO CRM
hi, Zoho CRM Reset all values into much more decimal instead of 2decimal. when you edit records and make changes into currency field into 2 decimal after save. it again edit it shows 10 decimal places please check this issue is on high priority
Exporting data from Zoho
How do you export just the data you have filtered in Zoho, each time I try this I get the same 3000 records, I realise that is the maximum number of records Zoho can export is the 3000
Mail Merge
How do you change a field status after MAIL MERGE has been send?
How to create activities with current user logged in using zoho crm.
Hi, I am practice with Zoho CRM for doing some third party integration but I am facing problem when I logged-in with new user and I am going to create activity for calls record but when I checked activity created with CEO details (Like parent details
Get Contact Image
Hi, I would like to get my Contact Image via API, this is my url https://www.zohoapis.eu/crm/v2/Contacts/129152059d2fbdbd2aefd57746c646aeb0d82588e3741fa5400157aca884b0bd5f805f82e53c3315a24b64d7af30964e7f2029775466412ab19bb7a52fccb345451564faf637da96c2174eef9868b410/photo
Auto BCC through Outlook
Is it possible to auto bcc all emails sent/received through outlook?
email not sending
Hi I am sending an email but its not being received? I've tested it a few times but its not going? I have sent other emails and they have gone but this one particular email isnt being received? tehre are 3 images but they arent large and ive reduced their sizes individually too? any ideas?
Zoho CRM: Reports Export
How can I export a report to CSV or Excel format, that includes all of the rows in the report and not just the subset of rows that show in the interface? Moderation Update: Our data exports from Zoho CRM underwent a massive upgrade increasing the export
Export Record Limits
How can I get around only being able to export 2000 records and import 1500 records at a time? Moderation Update: Please find below the revised limits for the Reports export. https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/reports/cr
MANDATORY_NOT_FOUND
Hi, Here's the API https://www.zohoapis.com/crm/v2/functions/upsertlead/actions/execute?auth_type=apikey&zapikey=SOME API Can someone help me with this? Here's my error. { "code": "success", "details": { "output": "{\"code\":\"MANDATORY_NOT_FOUND\",\"details\":{\"api_name\":\"Last_Name\"},\"message\":\"required
Suggestion: ask for confirmation before navigating away from workflow edit
Hi, I was halfway through a fairly complex workflow rule when I accidentally pressed backspace. It took me back to the setup page and I lost all my work:( Would be great if it could pop up a "Are you sure you want to leave this page? All unsaved work
List of Contacts/Leads with Scheduled email
Hi, I was wondering if there is way to derive a list of contacts/leads for whom emails have been scheduled in Zoho CRM Can we use filter for this? If yes then which and How? Regards, Karan
Outlook Add In - Re-associate an email
Hi If I associate an email with a Lead (for example) and then delete that email from the Lead within the CRM the Outlook Add In then refuses to let me re-associate the email with either the same or another record. Is there a way "un-associate" the email
Is it possible to prevent a Potential from moving to next stage until a checkbox is checked?
For instance...we have a Terms and Conditions document that we require all new clients to sign. Right now we have to remember to send the document via Zoho Sign, and remember that it has been signed before we close out the Potential. Super ideally we
Creation of Invoice from CRM doesn't show field shipping_charge_sac_code
When I create an Invoice in Zoho Books, I can add the shipping charges, shipping tax and update the SAC (which is mandatory to update by law) However, when I create an invoice in Zoho CRM, it allows me to add shipping charges, shipping tax BUT doesn't
Integrate Outlook calendar with Zoho CRM
Hello, I use Outlook for organising my work diary but I am looking for a way to add in appointment details for the leads and deals and then have that appointment and client name and address sync with Outlook calendar. Can this be done and if so how?
How to get Current logged in userId using Zoho deluge REST api
Hi All, I am using deluge function to get currently logged in user and its perfectly work but I am trying to integrate that deluge function with rest api with third party. It is responding paraent Zoho logging userid. userTypes = Map(); user_response
Set campaign member status for imported leads
Hello, I have a list of leads we received from a trade show. I want to import them into a campaign and assign them a member status. Right now it defaults to planned. How can I change this? There's no way to differentiate these new imported leads from
Trying to work with formula syntax on zoho crm and not working
Hi, i created a new module that will be used for grade sheet for any of our students, that we will be able to follow our graduate students on the future and stuff like that. The distribution of grades is based on the following parameters: A. Homework
How do I customise my home page to show tasks for my team only?
Hi, How do I customise my home page to show tasks for my team only? I have created teams for Operations, Sales and Finance, I'd like for the teams to view open tasks for their own team within their homepage. I can find options to view all or my own but
Tracking meetings
Hi everyone, My industry's biggest challenge with converting leads is attendance to meetings. Agent calls a lead > booking a meeting with him > creating a future event > the lead isn't coming. I would like to keep track on this data, and be able to deep
Real Estate Usage
I'm in real estate which is inherently a B2C business but we still deal with a lot of vendors across different verticles. So I'm trying to decide how to organize my contacts to get the most tracking possible. Clients will of course be contacts but I then
Zoho crm api v2 - getting records with Query Map
Hi. When I want to get a record (Let's simplify it and say that for now I am only interested in Leads), I am getting this error response: { "errorMessage": "Only 'AND' operator is supported. Found a(n) 'OR' operator in the search expression", "providerMessage":
Configure Email Not Available
Attempting to configure email, using a yahoo.com email account, but the option is not coming up under set > email configuration > email. There is no green button (as shown in help example) under the tab that prompts set up.
CRM Canvas Builder Element Lock Options
What does the lock/unlock option in the right click menu do?
integration with an external system
hello dir do you have api to integration with external system ?
Activate a workflow from Zoho Flow when a contact in CRM already exists
Hello all, I have a Zoho Flow that connects our Woocommerce store with the CRM. So whenever a order is created in Woocommerce, Zoho Flow gets the contact and creates or updates the contact in Zoho CRM. The thing is we have a workflow to send an email
How to change task assignment email content?
When entering a task, and you request to sent notification email - you receive a task assignment email subject as follows: Zoho CRM - You have a new Task (Subject: task name) then all it shows is the subject of the task (as a hyperlink to the task) and the due date. I would like to modify the data that appears on this email - to show the related customers info. Can anyone help me as to how I could do this? Thanks in advance :) Jo
Blocked From Sending Emails from a Deal Where Primary Email Addresses are Invalid
As our company grows, one of the more frustrating things has been to inability to even draft an email for a deal where the primary contact's email address is invalid according to Zoho. The problem is that we don't want to send an email to the primary
Is there a way to show sum of two columns in Dashboard component?
Is there a way to summarize two columns in the report and show the amount in the Dashboard component? To be clear: I want to show on y axis two columns but summarized together. X axis Deal owner Y axis Sum of Deals + Sum of Fees (for ex) but I want these
How to re-order mandatory questions when setting layout rules
Hello all, my question is, when creating a layout rule to make certain fields mandatory when a stage is changed in a deal, how can I re-order the questions when they appear on the "verify details" popup? When creating layout rule, I add the question in the order I would like them to appear, but once they appear on the verify details popup they seem to be random. I am using this for a type of service being performed, and once the stage is changed to "completed" I would like the mandatory fields
Ability to Create Records as part of blueprint transition
In workflow rules, "create record" is one of the available actions. It would be very helpful if this was supported in Blueprint transitions as well. The workaround is to use custom functions but most CRM users are not comfortable writing deluge scri
Creating lead from does not trigger review process?
As the title suggests, I've set up a lead review process to be activated for a specific lead source. However, when I tried to create a lead from an email within Zoho CRM with that specific lead source, the lead gets added instantly without triggering
Zoho Finance Bug: Custom Buttons no longer work within Zoho Finance Module. Only response is "An Error Occurred"
This is a major bug that started happening on Monday for us. I was onto support for 2 hours and they confirmed the bug. This has crippled our operation as we run a ton of automation based on these custom buttons. To replicate scenario - Open the CRM Finance
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