App Spotlight: Xtend for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all available apps. Xtend for Zoho CRM Save time by showing the caller’s up-to-date information on the agent’s screen for efficient problem-solving.
Can the Product Name in the Products module in Zoho CRM be made to not allow duplicates?
Running into a bit of a problem here with regard to the Products module in Zoho CRM. Our company hardware sales are based off of specific part numbers from various manufacturers. We are not bulk commodity sellers, so each part we sell has a unique part
How to add Notes in Notes Section (Not which is part of fields) in Lead using SDK
I have been following this reference to update and post records https://www.zoho.com/crm/developer/docs/nodejs-sdk/module-samples.html?src=update_records My SDK Version is 0.0.20 I want to be able to add notes to the Lead, but couldn't find a sample in
Not Working - Update record using deluge
I have created a function which checks date greater than 31st March'21 and if true, sums the values I am trying to update the sum value in a currency field i created but it is not updating for whatever reasons, Help :D sum = 30; Custom_date = '31-Mar-2021';
How to get records with the same lookup of another module?
Dear All, I have a custom module 'Bill' which has (except of the other fields) one 'mandatory' lookup field (from the Purchase Order module) with the name 'Related Purchase Order'. This lookup field is a Single Line in the Purchase Order Module. With
How to get lead status history
Hi, I want to get lead status history from API. For example, the timestamp of a lead change from status A to status B. How can I get that?
Can I pre-fill form values within CRM
I am doing an integration need to pre-fill some values when create new lead form opens. Is there a way to do that something like if I open url like https://crm.zoho.in/crm/orgXXXXXXXX/tab/Leads/create?layoutId=182897000000000167&phone=7845129632 to prefill
Questions about rounding taxes after the decimal point
Hello. I have a question about customizing tax rates for Zoho CRM. I can't find a place to set rounding after the decimal point. Currently, it is displayed as rounded up or rounded, but the required rounding is rounded down. Example) Subtotal: 3620 Tax:
Create FY22 revenue field - based on sum of different revenue components with date of expected revenue between 31st March'21 and 31st March'22
Hi, We have 2 revenue components, ARR - Annual recurring revenue, it is a monthly payment that our customer give us. Second is COR - this is the cost of implementation We have made projections on these revenues for deals in pipeline which extend to FY22,
Copy field and paste value in another field?
Hi, I am trying to copy the value of City_Event and paste it in City. Both fields are in Leads. City_Event, Data Type = Pick List City, Data Type = Single Line I can not make it work. Can anybody help me please!
Forumla Field Issue
Hello We custom module called Cell Leases, we have a Formula field called Est Site Gross. I am attempting to update the formula to reflect the different rent values offered by various service providers multiplied by the Rent Index of the site, resulting
ZUG Virtual CRM Meetups - March 2021
We have opened up registrations for the Virtual ZUG Meetups for March 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, an overview of the effective data management and more. Here are the details of
Adding option for "Not Available" or "NA" in a numeric field, to differentiate blank fields between NA fields.
So the task here is to differentiate between when a numeric field is left blank (which might be because our staff didn't remember to record that value), and when the staff tried to get the value, but it wasn't available. One easy way to do it is by creating
Mail Merge send from email
Hi, I would like all our lead owners to be able to send Mail Merge emails from a common email address rather than from their personal ones. Is this possible? Thanks, Katie
Invalid Ticket Id, code 4834
I can't use the API because i'm receiving an error: {"response":{"error":{"message":"Invalid Ticket Id","code":"4834"},"uri":"/crm/private/json/Potentials/getRecordById"}} https://crm.zoho.com/crm/private/json/Potentials/getRecordById?&authtoken=myauth&scope=crmapi&id=372508000001521005 why? before it worked.
How can you upload one document to multiple Accounts?
Is there a way to upload a document or folder one time across multiple Accounts in the CRM, versus uploading the same document to each account? I see that you can upload documents to the library, but you still have to "Add" it to each Account. Is there
Member status is a very inaccessible field
Hello. We are very dependent on the "member status" field for our work, since we do a lot of campaigns. However, it's a very inaccessible field. As far as we know: It's not available for automated rules, workflows, etc. We can use it to filter an existing
How can Products be added including/excluding tax?
Hello, I want to add several products to Zoho CRM and I already did define some tax rates for the products. All products should have a tax rate of 2.5%, but the product price of all products do already include the tax (i.e. the product costs CHF 100.00
Approving Records + Deduplication/Merging
Scenario: Email address is a mandatory unique field on our contacts. We set up a web form to collect newsletter signups. Someone who's already in the CRM signed up. Now, it'd be nice if Zoho would just recognize this and append the signup to the existing
One Form Submission, Multiple Records
We use Forms to register serial numbers to resellers. A single reseller could sell multiple serial numbers. Both resellers and serial numbers are recorded in CRM. Short of resubmitting a form for every serial number, is there a way to create multiple
invalid data
{ "errorCode": "INVALID_DATA", "message": "The data is invalid due to validation restrictions", "errors": [ { "fieldName": "/contactId", "errorType": "invalid", "errorMessage": "" }, { "fieldName": "/departmentId", "errorType": "invalid", "errorMessage": "" } ] }
Programmatic access to "a customer" API Console - confusion
We have a productivity app which, given a phone number, drives my CRM instance to get the Contact with that number. So - in my own CRM instance I have defined a Self Client application and from it generated a grant token and from that generated an access
Sales Pipeline API - Auto create Opportunity and set the Pipeline Value
I'm creating opportunities automatically for our reps via custom function with email clickthru triggers. Is the Pipeline field not exposed via the API? My problem: I don't seem to be able to set the "Pipeline" field via API. - I've checked the API value
My Zoho Story #11 Pete English tells us how CRM software has revolutionized real estate business.
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This interview features Pete English who is the Managing Director of For Sale By Pete.
Zoho CRM Workflows - Beginner and Advanced Workflows Your Business Needs - FREE WEBINAR
Hello Everyone, Join us Tuesday, April 1, 2021, at 10 AM PST for our FREE webinar on Zoho CRM Workflows. We will cover both beginner and advanced workflows for Zoho CRM. There will be a live Q&A at the end as well. Click HERE to register. We look
Leads filtering by the topic of email
Hi all, I have a question regarding ability to filter leads by the topic of email or some other mark. Example: a lot of emails come from 1 email address. So they all get pinned to the very first lead that was created when the first email came through.
Custom Function into Workflow
Hello community! I am the CRM administrator of our small company. I customized the various modules and created workflows to automate some actions in the customer acquisition processes. I also use tags. When I convert a lead into a contact, it receives
How to handle multi currency or get rid of currency labels
So we know that multi-currency is NOT supported. Promised since 2007 (read earlier posts), but still not delivered 3 years later! Solution 1: Suppress Currency Symbol altogether? More frustrating is the fact that the currency field symbol cannot be suppressed
Auto-Update fields in Zoho CRM from a master spreadsheet
I have a master spreadsheet with over 900 clients (rows) and around 40 columns of data for each client with headers. These details change all the time, making it very hard work to change the spreadsheet and the CRM and our other platforms. I'm looking
FUNCTION NEEDED: Update formula field daily
Hey there! I have a situation with a client where they're calculating the number of days between a custom date field and today's date in a formula field on a contact record. The problem is that field doesn't update unless something else on the record
Zoho CRM - How to create a new Attachement List ?
Hello, On our Zoho crm we have a section called "Attachments" which allows us to upload and download files. We wish we can have another section that we may call "Other Attachments". Its aim would be to let us upload and download other files than the
Accounts module has two sections for contacts
Is there a reason why the accounts module would list the same contacts in two different sections? Im wondering if we customized the page and unknowingly created two views of the same contacts. Thanks much
ZOHO using experience
Hi all! We are looking for some live companies who work with ZOHO CRM to make a feedback before we finally choose this instrument! Please write me back if you use ZOHO CRM here in topic! We will be glad to see honest live feedback about user experience
Easily distinguish between clients and prospects in the Accounts module
In Zoho CRM, once a Lead reaches the point where it is qualified it is converted into a Deal (we use the term "prospect"). At that point, an Account record is created for the prospect. The only trouble is, the Accounts module contains our clients (i.e.
Potential view: possible to get emails associated with all Contact Roles?
I'm able to view only emails sent to the primary contact for a particular Potential (the one listed under " Contact Name" ), but send emails to all people with Contact Roles associated with that potential. Is it possible to get a view of all emails associated
Syncing Office 365 Email Account to ZOHO CRM for Record Keeping - What to do when employee leaves?
Hello, We have out staff Office 365 email accounts synced to ZOHO CRM. When staff send an email, it links it to the client account in ZOHO CRM. This is great for allowing there to be a full record of all client communication listed onto the CRM account,
Mandatory invoice field not showing in API names - Product_Details
I have created a function that creates a map with various standard invoice fields: mp = Map(); mp.put("Subject","Example Invoice Subject"); mp.put("Invoice_Date",(zoho.currentdate).toString("dd/MM/yyyy")); mp.put("Due_Date",(zoho.currentdate).addDay(1).toString("dd/MM/yyyy"));
TBD Value for List Price for Products
When we quote certain products for projects our team is working on, we often have a later TBD cost that we need the customer to know they will later be charged for the product/service. We don't want to list it as Zero, but it would be helpful if we could
Booking meetings made easy in Zoho CRM
Hello everyone, In this post we will brief you about the Calendar Booking in Zoho CRM. Calendar Booking makes it easy for your customers to schedule a meeting. Set up the booking in Zoho CRM and share the URL, which allows the customers to book a meeting from the time slots you have defined. Meeting once booked, will be added as an Event in the Activities module and details of the meeting will be sent as an email to the customers from which they can Reschedule or Cancel the meeting. The Calendar
Topic disappeared
Asked a question and a page was created: https://help.zoho.com/portal/en/community/topic/mandatory-invoice-field-not-showing-in-api-names-product-details This has since disappeared. There was nothing contentious in it, so no idea why it would be deleted.
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