Search in Subdomains
Hello. I've got a subform on a custom module that starts with a lookup field of other records in the module. I'm trying to create a custom function that searches in other records for the record I'm working on. So, let's say the custom module is Friends
Managing Competitor Information
In the potentials area it is possible to add a list of competitors to a potentials record. I want to start to use this feature. However, I cannot figure out how to create a data set of defined competitors that each user can access and add to the potential records. Can someone explain how to do this? Chuck Sena
Introducing custom Subform for Inventory Modules
Hello everyone, In our previous post, we had announced about changing the product line item to subforms. Now, in addition to the standard line item subform we are providing an option to create custom subform across the Inventory modules (Quotes, Sales
Company field does not convert from lead to contact
When converting a lead into a contact the company field is not converted. How do I fix this?
Report Scheduler on Zoho CRM stopped working
Hi all, We have a number of reports on Zoho CRM scheduled to run daily that have stopped being sent as of yesterday. They have not been received in junk or spam email folders - I have tested one by resetting the scheduled time to earlier this morning
123formbuilder Lead Form Wix Website / Zoho CRM set-up guidance
My Company used 123formbuilder to create a lead form on our Wix Website. How do I set up Zoho to receive these Leads in Zoho CRM via Wix? Thanks, Austin This is on the Wix side. https://www.123formbuilder.com/docs/how-to-set-up-custom-fields-for-zo
Implementatio Google Sheets with ZOHO CRM
Hi, i can't find any information about the issue that i have right now in the moment. Maybe somebody from you guys could help me. I would like to have all of my customer information in my spreadsheets in google sheets, and make automaticly implemented
Don't substitute a perfectly correct noun with a less meaningful noun
Here is part of the Blueprint documentation. I highlight in yellow the flawed grammar. Each stage in a process is referred to as a "State" in Blueprint. For example, in the above scenario, the different stages are New Request, Check Warranty, Check Severity,
Zoho SalesInbox: The first email client exclusively for salespeople.
Salespeople use different channels like email, telephone calls, chat, face-to-face communication, and social media to reach out to their prospects today. Making telephone calls regularly can be expensive. Face-to-face communication can be both time consuming and costly. Social media, while being instant, can lead to time wasting and is distracting. Chat, while providing instant access to help, can lead to wait times if several prospects want to chat with you at the same time. Email solves many of
Copying the fields from one custom module to another - Workflow + Custom Function. Request for the example
I need your help in setting up a custom function that will work as follows: 1/. In Module 1, I will select a record from Module 2, using a lookup field 2/. Module 1 has three fields: Marka, Model, Typ 3/. In Module 2 there are three fields: MARKA, MODEL,
Pulling data from external API when change field value
Hi, I have some field in my Deals module, that when I change the value of this field I want the CRM to send a request to external API, and populate the returned data in the relevant fields in the Deal module. Is this possible? Thansk
Office 365 - Mails to Zoho CRM
We switched from zoho mail to Microsoft 365 Exchange Online. In CRM we configured the email integration - now when we sent an email from outlook to a customer, this email is not visible in CRM. any idea?
Need to set value in the gender dropdown.
Hello, I have created the gender dropdown using the "Pickup List" option and set the value "Men" and "Women" but when I customer sync Magento2 to ZOHO CRM then the gender dropdown value set is 1 and 2. Please help me how to set the value when received
Find Duplicates in contact/accounts/leads
I can't figure out an easy way to delete duplicates. Is there a parameter in reports or elsewhere that i can sort by similar/same info?
Boolean Formula to be Checkbox
It would be nice if the boolean formula was in the form of a checkbox (or at least to have the option) rather than to just have it say "true" or "false".
No possibility to work with ZOHO atm
For 3 years now we have been using Zoho CRM as a company, for a long time we were always very satisfied with the functionality and stability with which we could use Zoho. But since about 1 1/2 months working with Zoho is an absolute disaster. Tabs and
How to migrate from Zoho CRM API v1 to v2- Guidelines
Hi Everyone, We've noticed a surge in discussions and questions to our support that concern APIs and migrating from the soon-to-be obsolete version to the latest. Those of you who have already got this covered, great! This post is for the uninitiated and helps identify whether your account has an active API usage and if you have to migrate to the latest version. I'm sure many of you must have come across one of these banners in your CRM. As this is an important update, If you are not the CRM administrator,
Problem with mandatory last name field in leads
As many have asked before, we are importing leads that often do not have a last name. Having the last name as a requirement creates a problem as some records have last names and some don’t, as well as some have multiples of the same last name. The same
Benefits of using relay servers to send emails from CRM
Hello everyone, In this post we will give you a brief description about a recently released feature: Email relay. What is Email relay? Sometimes companies prefer to send email from their servers to ensure the authenticity and validity of the sent emails. They can achieve this for the emails sent through Zoho CRM too, by setting up relay servers. These servers allow them to send emails from CRM account through their company servers. Once the relay server is setup, the emails sent from CRM will
Import Leads - Find existing leads based on
I am a new user and testing things out.... I have imported a bunch of leads, then updated my external spreadsheet and now I want to update those leads in ZOHO. I have exported the data in a CSV (exactly like when I imported the leads) and when I check
Autonumber Field in Deal Module
I am looking to transition to autonumbering for our quotes - but when I go to amend the template it tells me I am already using this field and can only use 1. I cant find where the autonumber field has already been used. Any ideas on how I can find out
Database structure
Hello, we are currently using the crm which we customized to our needs. We like to visualize our Database structure, we need to show the forms and relathionship between the fields and the dropdown menu values. Is there a possibile way/process to show/visualize/extract
Problem creating Customized Agent Panel
Hi, I have a problem when trying to create a Customized Agent Panel for the Home Page. Whenever I click over "+ Home Page" it shows the following message: "You do not have any role left to share this home page with. Note: A role can only have one home
Windows App SDK
Hi, We'd like to create a desktop based application that would be able to hook in and read only our CRM data. I've went to the API page and am having a problem with which one to select. It will run on the users desktop so it won't have any URLs. Can you
How to add multiple filters in report?
Hello everyone, I want to create a report for my users to check the activities for a particular Account-->Deal. I want to create a report where my users Choose below fields. Account Name Deal Name(related to account chosen) Activites(Task) = Current Month(Default) this one is easily created in activities tab, but from Activities tabs they cant export the report or they can't get the total value of any field in task. Can we create these type of report in Zoho. Note:- i have Standerd Edition of Zoho
ZOHO PHP SDK: Invalid oauth scope
Hi there, I got an issue when trying to use PHP SDK (for version 2.0 or 2.1, I tried with both). I'm trying to get the list of Contacts using the Records request. Using ZohoCRM.modules.ALL scope I could get the token and connect to the API but when trying
Zoho CRM REST API - Download Attachments Returns Null
When attempting to download a file using the Zoho CRM REST API the json is returning NULL. I first pull a list of attachement information using CURL: curl_setopt_array($curl, array( CURLOPT_URL =>"https://www.zohoapis.com/crm/v2/Potentials/################/Attachments",
Can't subscribe to Zoho CRM Enterprise
Hi, Our Zoho One trial plan will come to an end soon. We decided that Zoho One is not for us and would like to purchase Zoho CRM Enterprise only. However, everytime we accessed the 'Upgrade' menu, we were directed to upgrade our Zoho One account. Is there
Customer portal - edit record access denied
Hi, I have set up this customer portal for the Contacts module. I set portal user permission so that they can create, edit, and view any records that are linked to their record. (screenshot 32) The problem is: The portal user can only edit records that they created directly inside the portal (screenshot 29). If I, as a zoho organization user (not portal user), created a record and link it to the portal user, they will be able to View it, but not edit it (Screenshot 30 and 31) Reading Zoho knowledge
How to make the account number field unique?
I would like to make the account number field unique on our account module. However I get the following error when I try to activate it. We have no workflows that set this field. We used to have one but I made sure it was disabled and I have now deleted
zoho chat is not doing anything
zoho chat is not going anything when you click on the button, has anybody else experienced this issue?
Extract date from a column
Hello, I made a particular report on the CRM. When i export it as an excel file I get a column of dates along with time (screen shot attached). i would like to just get the date out of the CRM. is this possible in any way? any help would be greatly appreciated.
Simple multiplication formula field
I have 2 fields, a currency field and a number field. I want to multiply the two together, so if the currency is "Proposed Pricing Amount" and the number field is "Billing Frequency", I want a formula field that is ="Proposed Pricing Amount"*Frequency
Parent and child Maps don't stick
Posting to see whether anybody has come up with a solution to this, which appears to be a fundamental flaw in Zoho Deluge. Try this code: //testing nested maps with updated values. ParentMap = Map(); ChildMap = Map(); ChildMap.put("Item1","Value 1");
Why is there a limit on the number of custom fields I can add?
Why is there a limit on the number of custom fields we can add to each section? For example, I can only add 5 lookup fields or 20 boolean checkboxes. Is there anyway that this limit can be removed, or increased on the Enterprise Edition? It's very important
Searching in Zoho CRM for email Outlook plugin
There does not appear to be an ability to search in the Zoho CRM for email Outlook plugin. We have thousands of Accounts and Contacts, scrolling to find them is basically impossible, rendering the plugin useless. I hope I am missing something?
Confirming behavior - API can be used to write into read-only custom fields?
I have added a custom field into the Potentials module. This custom field is designed to hold a URL that is inserted into the record by an external program using the updateRecords API call. My users should not be able to edit this field so I used the Field-level security to make it read-only for everyone, including the Administrator. According to the API documentation all security settings, including field-level security should be honored, so I wasn't expecting it to work for me when everyone had
Servers availability and location
Hello ZOHO, I'm encountering many issue to access to my ZOHO CRM webpage. Also my workmates have the same issues which are located in different places. Are the ZOHO servers status available to check by our selve? Are the ZOHO servers performing well?
Zoho Canvas Builder - editing fields
Hello, I have tried making a layout in Zoho Canvas builder, but when I put the layout live, there is no way for a user to easily edit a field in the CRM. In the existing CRM a pencil appears next to each item allowing the user to quickly edit a field.
inventory templates - vertical products table - is it possible?
By The Grace of G-d. Hi, Is it possible to design the products table vertically (instead of horizontally)? The totals will be at the bottom as usual but the products will be spanned aside of each other instead of one after another. Does anyone know or
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