Editing Components on the Home Page
How can I edit components on the Home Page? Some of the components that are available on the home page are not listed under Dashboards. When I edit the corresponding report to a dashboard chart component the chart on the home page is not updated.
Create a zoho form that captures client data in Zoho CRM module
I manage in person training courses. My CRM has a list of participants/contacts I have a module called Course Types Course A Course B Course C I have another module called Scheduled Course - These are the courses we have scheduled. Scheduled courses and
How to automatically email pdf to Zoho client as attachment, not as a link?
A big reason for us switching to Zoho CRM was to automate our communication with clients. We successfully were able to create a process that would take attach a link to a pdf stored on our SharePoint and send it to our clients automatically based on a date field. This seemed great until many of our clients refused to open said pdf because it was embedded in a link. People do not as a general rule trust links in emails. We need a solution that will attach the pdf to the email and send it out, as
Get the Error "OAUTH_SCOPE_MISMATCH"
Hello, in every case i will get Data from the New OAuth2.0 CRM API i get the error "OAUTH_SCOPE_MISMATCH" Example call/response out of postman what am I doing wrong? The oauthtoken works fine, because i get the Error "INVALID_TOKEN" if i change it...
Adding separators in canvas item
Hello, how can I add a separator in the canvas view? Also: is there a way to add an horizontal separator? Thank you
Sync Mac Address Book with Contacts in Zoho Business and/or Zoho CRM
Is there any way to sync the Mac Address Book with the contacts in Zoho Business ? Same question for Zoho CRM. Thanks, Ed
JSON return empty owner
Hello, I have used both CURL and PHP SDK version 4. I noticed that CURL returns JSON response completely while PHP SDK misses the owner and other nested objects. Is there a way for SDK to return the same response as the CURL version?
CTI connectivity
Base in New Zealand, what options exist (if any) to connect Zoho CRM with Metaswitch Max UC?
Question about openMailer
Hi , I would like to click button then open openmailer and reply/forward based on one of the email in my record. Is there any parameter I can add into this ZDK?
Audit log
my audit log are empty last 3 days whats wrong ? I have sales employee and use the audit log to see they activity
Unable to add scheduled actions to workflow
Hi all, I am new to Zoho and have been creating workflows for my business process. Just recently, as I was creating a new workflow, I realized the add scheduled action button was grayed out. The workflow is only allowing me to create instant actions
Allow accepting or declining of Estimate/Quote.
It would be nice to have the ability to mark an Estimate as "Accepted" or "Declined" that way I can easily sort through the ones that need an invoice created and which ones I have to follow up on. Would be even cooler if the customer had the ability to
Formula Field that outputs a URL
How do I create a formula field that will take the constant http://www.mywebsite.com/ShipmentStatus.aspx?SearchId=Zero&BolNo= and add our custom field ${PurchaseOrders.customnumberfield} to the end of it? Example: http://www.mywebsite.com/ShipmentStatus.aspx?SearchId=Zero&BolNo=555241
How do I insert a record with an external ID?
Request header: X-EXTERNAL: Potentials.Subscription_Id Request body: { "data": [ { "id": "385551000026301022", "Subscription_Id": "cc49c2cf-dc69-4ae7-a42e-c8c3a0d59fa2_1" } ] } (I've omitted some other fields for confidentiality) Response body: { "code":
Adding Tags to Bigin through a CSV
Hello, Is there a way in Bigin to add tags to multiple records through a CSV file? So, I have a bunch of emails in a CSV and all I want is - add a certain tag in bulk to all those emails in Bigin. No other updates. Doesn't look like there is a category
Change Default Mandatory Fields
Is there any way to change the default mandatory fields to a non mandatory field, or remove the default fields from the page layout? While customizing several of the modules to fit our business needs, Cases for example, we do not need fields such as Case Origin - that have been labeled as mandatory, and have little ability to further customize the fields to fit our business needs. We have created several other fields and identified them as Mandatory, but we are unable to save a new record, because
Ability to colour code (or shade) appointments
I would like the ability to be able to differentiate different types of appointments on my own calendar. For example, I have appointments where I am out of the office, In the office,some are fixed, others tentative, and I also like to set aside time for
Updating Related Records
Hi, Im looking at creating a button or a blueprint function, that when selected it will change the status off all assocated records within a particular related record section for example. Sales Order Module Payment Status is changed to Refunded Related
Problem with Workflow meetings showing up in My Meetings.
Hello, I created a workflow when a field was updated, a meeting was created (among other things). Emails worked, tasks were created, and the meeting shows up in the Meetings Tab, but it does not show up in "My Meetings" widget, nor does it show up in
Contacts Have Been Duplicated and Associated with Incorrect Accounts
I have approx 365 contacts that are now duplicates; Of each duplicate, 1 is associated with an account that is INCORRECT. When I opened a chat, I was told that I did this, however there is no way this was done by me. I need someone from Zoho to contact
How to assign a campaign name.
I have leads. My only data. They are in 1 industry, but do not have a name. They are just leads which I access by clicking "Leads" at top. I need them to be in a campaign now in order to eventually have multiple industries separate in CRM. For telemarketing
Create Function to Move Case Status to Closed
I am trying to write a function for a button that can move a case to closed status when the button is clicked, but I have no idea where to start. Any help would be appreciated!
Trouble Reporting on Active Policies on dates in the past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
contacts editing/updating their own information
Is it possible to include a link in my emails to my contacts, allowing them to see their information and edit/update it?
Populate lookup field in Leads module by matching a reference number....
Good afternoon, We currently have a custom module (Properties) which contains all of the properties we look after. Each property has a unique reference field that is used when advertising. When a new enquiry comes in as a lead, they enter the advert reference
How to create a deal for a lead when he books a meeting ?
Hi everyone, I get Leads in my CRM, and if they book a "Type1" Meeting through my Zoho Booking link, I want to convert this lead into a Contact and Create a new Deal. I've explored Zoho Flow, but I am unable to achieve my goal. Any advice ? Thanks in
Cannot create a Lead because the email address was once used in CRM but has been deleted
We are trying to add a Lead record but keep getting the following error: "Duplicate values are not allowed. An existing lead with the same Email has been found." That's not usually a problem. We just merge the two records, if they are the same person,
Field properties grayed out
Hi, I'm wondering why i can't update these field properties for number of characters?
Documentation for ZDK.Client.navigateTo()
Where can I find the documentation for this feature?
Zoho Phone Bridge with AWS Connect access to custom apps / modules
Hi, We want to setup the Zoho CRM and AWS Connect phone bridge integration for a client. There are 3 basic requirements - 1. Each user in the zoho org should get their own specific phone number from connect, 2. Along with inbound & outbound calling the
What steps to take for user manual?
Where is it?
Change admin for ZOHO
Hello ZOHO support, **Urgent Help Needed** We have a super-user account for our organization (ZOHO) that is no longer with the company and we need to reassign the privilege(s) We are unable to reset the password for this user as there appears to be an
How to Report Number of Active Policies on any Given Day in the Past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
There is some Analytic table for functions logs on CRM?
Hi Team I would to know if there is some table accessible by Zoho Analytics , for make some query about functions running inside Zoho CRM. Now in CRM, if i want to know the functions logs, i need to access Settings -> Developers -> Functions search the
External CRMs integration with Zoho system
Hey guys, now we are observing Zoho CRM service to configure it for ur company and our clients (B2B, B2C clients). We want to change business model to shared model and want to have the ability to integrate CRMs of our clients into Zoho CRM in order to
How to get Stage Name in Stage History Related List
Hi Team - I am running a getRelatedRecords in Deal Stage History. When I info it, stage has IDs instead of stage name. How can I convert those Stage IDs to Stage Names or vice versa. See sample response when I do info: Info {"$duration_days":null,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:35+08:00","modified_by":{"name":"Josef Carlo Velina","id":"3983363000000211013"},"Stage":"3983363000002803083","id":"3983363000028094252","Close_Date":"2020-01-20"},{"$duration_days":0,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:31+08:00","modified_by":{"name":"Josef
API for Zoho CRM "Make this an online meeting" option
Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtual
Access Service Desk requests using Zoho API by generating code, auth token, and searching requests using python - OAuth2.0
Hello Zoho Community, I am new to python and I am working on accessing Zoho API for an Automation flow, specifically I am looking to search for a specific service desk requests based on a search criteria (Subject of a request) . Below are the issues faced
Lead conversion mapping - You do not have sufficient permissions to perform this operation. Contact your administrator.
Hello, I've been trying to update the Lead Conversion Mapping on the CRM but even with an Admin or Super Admin profile I can't. I always get the same error message (attached). I've looked into the Profile and Users permissions and it is all On. How can
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, February 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements and CRM integrations
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