Background Color Themes in Zoho CRM
Hello, I am aware that I can change the background color by using the following path: Click Setup > Personal Settings > Theme. However, I can only seem to change the background color too: Default, Gray or White. Is there any possible way I am able to
Contact changes companies
What do Zoho users typically do when a contact working for company A leaves the company and goes to work for company B? 1) Create a new contact for company B and keep the contact record for company A? 2) Create a new contact for company B and delete the contact for company A? 3) Other option? Currently, I use option 1 and when I search for the contact name it comes up twice and I'm not sure if I'm being directed to company A or B until the account record opens.
Favorite Save locations
When I save a document that I create in Zoho, I can save it to a cloud drive service, like Google Drive which is great. However, the location I save my files to is about 6 folder levels deep and every time I want to save a document " Save to other drive"
Disappearing emails - Reply not working
Hi, I am having an issue with zoho when responding to emails on profiles and the email doesn't open or disappears when clicking "reply". The email also does not open in drafts as I checked this. This randomly happens on profiles, and if I reload the page
Alert message inside custom function
how I can show an alert inside the custom function or popup notification? when I use alert inside the custom function it shows this error. Any solution on how can display alert messages related to a custom function on the record page?
Formula - Return Text
Below is an image of a cutout from my 'Deals' Module of some of the data we capture. I want to know if there is a way to insert a formula to automatically drive the "Submission Status" field. Right now it is a drop down with three options, which are "On
I want to specify the creator of Deals in the API or PHP SDK.
Hello! I have a question regarding Deals in CRM. When creating Deals from the API or PHP SDK, the Deals are created in the name of the person who issued the refresh token. Is it possible to specify the ID of the creator so that it is not the person who
Webhook trigger in Flow not triggering Workflow rules in CRM
Hi all, let's see if anyone can help. I created a Flow (details below) whose trigger is a webhook. That webhook is pasted to all Elementor web forms in our Website (Wordpress) . The leads get created with no problem in CRM after every submission but they
Zoho CRM calendar not syncing in Outlook
Hello, We have a couple of users (2 out of 59) that their "Zoho CRM Calendar" in Outlook is no longer syncing with "Zoho CRM calendar" in the CRM. In short they added their Zoho CRM celendar to Outlook where they can add an event but it's not showing
Auto Number field dependency
Hi Zoho! Is there a way to map an Auto Number field. I did this with text and number fields but now, when converting Quote to Invoice, I need to copy Quote number (Auto Number field) to Invoice. I tried creating a new integer and text fields in Invoices
Extension pointers #15: Create blueprints to carry out business processes smoothly
When the various stages of a business process are well-planned and executed efficiently, the entire process runs smoothly and the overall functionality is efficient. Blueprint is a useful feature available in Zoho CRM that is currently supported in the
Modified_Time missing from Zoho CRM API Contacts, Products, and Custom Linking module response
Hi, I'm using the CRM API to GET Records method. For most of the modules the If-Modified-Since works fine and the API returns Modified_Time in the response. However, I noticed for the these modules: Contacts, Products, and Custom Linking (Contact_x_Accounts),
ZOHO CRM - Deluge & Script Client
Good morning everyone, I've a couple of questions about deluge scripts and script client. 1) How can I set - via client script - a rule that set a defined length for a specific field? Let's say i want a field A to be 11-digits length. 2) How can i set
How to change MODULE NAME to match what's "Displayed in Tab As"
I'm looking on how to change the Module name to match the Displayed in Tabs as. I've also created new modules and their Modules Names are "CustomModule1" & "CustomModule2" Thanks SC
Mass Merge Custom Module with 'Contacts' Module with attachments and notes
Hi there! In our company, we have two major departments, 'Students' and 'Migration'. The 'Student' department have always used the 'Contacts' module as their major module and kept it separated from the 'Migration' department. On the other hand, the
how to change an account into a vendor ?
Hi, In email we have the possibility to add the contact to the CRM but there is only the option to have it as a contact for an account. Is there a way to change that after so that the contact is associated to a vendor ?
Can we hide standard CLONE button from Deals record detail page?
I want to show the standard clone button only to my Administrators, but I'm not able to find any way to achieve the same. As there is no direct option to manage the access and visibility of standard buttons. Also, there isn't any way to hide it from the
What do people do with contact information for customers who are no longer at their companies?
I have many accounts/customers who have had frequent turnover and the email/contact information is old and out of date. Do people delete old contacts or are they saved/turned off elsewhere so the old emails can be viewed?
Outlook 365 Integration and Tasks
When the outlook 365 integration is enabled, all of my tasks from CRM and syncing over to outlook, however, only the title of the task is populating. There is no association of the task to the contact/lead or account. Is this how it is designed? Seems
Sycn more than 10,000 records to iPhone app
Hi when I sync desktop to iPhone it says I can only download 10,000 records. i have more than 10,000 records does that mean that not all records are syncing to the app?
API V2 Won't work on AWS Lamda.
I am in the process of writing a new serverless backend for our website. Have been attempting to communicate to ZOHO CRM. I have been told by the zoho team that I must run a local mysql database to manage the tokens. This does not seem like it would work in a serverless environment as there won't be a local mysql running on lambda. I can't be the only one that has come across this. I'm hoping that there is another solution to this that someone out there is using. I could just revert to the old api
How to become a Mayor of the Podcast Town! - Small Business Heroes E12
The latest episode of Small Business Heroes, a CustomersSpeak series, features an interview with Elzie Flenard: Mayor at The Podcast Town. Elzie left his 9-to-5 job to pursue his passion in entrepreneurship. To learn more about running a business, he
Connect zoho and datastudio
My clients are users of google datastudio dashboards. I’d love to import their usage of the dashboards - perhaps with google analytics? Any suggestions on how to connect datastudio into zoho to do this?
Zoho CRM use an external DB to synchronize Zoho
Hello, I want to store all my data into a private DB. So I'm wondering if Zoho CRM can connect to an external DB and everytime (with a cron?) tell Zoho to synchronise its own internal DB.
Send WhatsApp chat directly from ZohoCRM Messages module
My ZohoCRM Message has been integrated with my Whatsapp Number. I can receive message from my leads and reply it directly from my ZohoCRM. But my leads have to chat with me before so I can communicate with them. Is it possible for me to initiate Whatsapp
open forms
I have the integration set up in Forms from the Contacts module. I know I can create a button in Contacts that opens the url for the forms app and open the form. What I would like to do is open a specific form and autofill the linked field with the
Make between in searchRecordsByCriteria
Hi, I want to know, it's possible to make between with two criteria ? $response=$moduleIns->searchRecordsByCriteria("((Date_de_d_but:equals:".$now.")between(Date_de_d_but:equals:".$after_now."))", $i, 200); I want to make this, but he not work. Thanks
New enhancements in Zia
Dear All, We hope you are well! We are glad to present a few new enhancements in Zia that will help you organize, measure, and scale your business activities. Let us get into the details! Following are the enhancements we have opened for all users: New
Trigger a dialogue when a contact record is viewed
Hi We want to remind our salespeople to update a contact's information when they look up (ie view) their record in Zoho. I see that this may be achievable using client script, but can it be done in the standard contact view screen? Is there any way to
Feeds in CRM not working
Feeds in CRM seems to never work for my organization. What can we do to fix the problem? It always just shows a loading page like below (with the circular arrow rotating over and over):
How do i view first name and last name separately in leads detail page instead of them being merged into "Lead Name"
thanks
Community Digest - November 2022
Hello there! This November, we started our Kaizen series, again. Kaizen? Let me explain: "Kaizen" is Japanese for "constant improvement." A Learning Series made for those who want to improve their developer skills by working on the frequently asked questions,
Automaticaly generated Purchase orders
I have tried to simulate how Sales order, Inventory and Purchase order are connected and I have noticed the following: The purchase orders are not automatically generated when I select a Vendor, based on In stock level, reorder level and Sales order qty. If the sales order qty of an item is higher than stock level, the programme should generate automatically a purchase order to respective vendor for missing qty. And that is not happening. I can not believe that I should print a sales report first
Confirming Forwarding to my BCC Dropbox with Gmail Forwarding Filter
I want to automatically forward emails from a company email account to my bcc dropbox, but in order to do so, I have to confirm with gmail with their emailed confirmation code. Where can I find this confirmation code?
Tracking emails when using Outlook
I like that the Hubspot Outlook plug-in has a "track email" and a "log email" button. The "log email" is easily accomplished by BCC'ing my Zoho BCC dropbox to log items to records. However, I don't have an easy way to embed a tracking pixel when created
How to add custom formula in Zoho CRM Dashboard?
Hello, I want to know how to add custom formula in Zoho CRM Dashboard? I have a component that says Number of leads. I want to calculate a formula based on this number. How to do that in Dashboard? Thank you.
Update a custom field in a Deal when a task is created
Hopefully somebody can help me... I am trying to use a custom function to update a custom field in a Deal when a task is created that is related to that Deal. The function is firing ok because I have sent myself test emails but it is not updating the
Price Books: Want to combine products for total count to calculate discount
We offer multiple flavors of a product and want to add up the number sold across all versions for price book discount calculation. Currently the price book calculates the discount separately for each version of the product, even if they are just minor
Zoho Developer Community learning Initiatives
Developer Zoho User Group (ZUG) is a platform to encourage developers from the Zoho ecosystem to connect, learn, and share their expertise to find solutions for common business challenges. There are a couple of ongoing initiatives to help you get onboarded
Make notes mandatory
Hi all, Is there any way to make a CRM user come back to a record that is already created and make them input notes? Example: after a meeting. I tried with a workflow, but it's not possible to use notes or description as conditional. Any ideas welcome.
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