Savings Email Attachments in ZOHO CRM and also Docs Folder -- will it delete from Attachments Tab?
If we get an email with attachments from a contact that is in ZOHO CRM and we then save the attachments to a Docs Folder --- will the documents still be seen in attachments tab under the ZOHO CRM contact record? We are going to get about 500 emails from contacts -- all with attachments -- and we want to save them to a Docs Folder but also still want them available under the attachments tab in the contact record. Will saving them to Docs Folder break the link in the attachments tab? We are just starting
Sharing my calendar with people outside of my organisation
Hi, I'm looking for a way to be able to share my calendar to someone who isn't employed directly by our company and doesn't use Zoho. I have tried numerous methods but no luck so far. It needs to be: - Live information - Accessible preferably via web
Zoho CRM to Bubble.io API connection
I'm wondering if anyone has had success with setting up a Zoho CRM to Bubble API connection through the Bubble API connector plugin? We are trying to create a customer front end website through Bubble with back end data feeding in from Zoho CRM. The
CRM Quotes - 10th subform field
I am trying to add a user field to a sub form on my quote template But I am getting an error saying that I have already used 10, when I have only used 9
Outil prévision ZOHO CRM
Bonjour, Dans l'onglet "Prévision" de zoho CRM nous nous demandons à quoi correspond la colonne nommée "réalisations prédites" --> Es une formule spécifique ou es une prévision pure basé sur les précédents résultats ? Merci d'avance, Mylene
Subform > Disable user from being able to edit price
Is there a way to disable a user from editing the price of a product added to a subform without blocking their permissions? If you block permissions that the field cannot be pulled into Templates which is still needed.
Client Script - Requested URL is not in trusted domain
Hi, While running an HTTP request, anyone faced the error of "Requested URL is not in trusted domain" This is actually a government domain, so I'm fairly positive it's "trusted". This is happening on Client Script. When running in in a function, it works
Zoho One pop up
Hello, Our web developers are currently working on setting up our Zoho CRM and unfortunately, keep getting distracted by this popup: Is there any chance you can reduce the frequency this is shown or an option to hide it permanently?
Zoho CRM - Connecting 2 Fields - Opt-In Type and Opt-In Date To Manage Privacy
Looking for best practices to create a section to help manage Privacy in the Canadian context. Opt-in; Yes No Opt-in type; Express Implied (if Implied) Nature of Implied: Ongoing private relationship Gave us a business card Publicly posted their email
Using the Rollup_the_Potential_Amount_to_Accounts function - not working
Hi I have a custom function using the above code from the Zoho automation guide (link: https://www.zoho.com/crm/help/automation/custom-functions-programming.html). However, it's not working - the amounts are not being rolled up. The only thing I can see
Custom Field is not showing in API request.
I have added a custom field for the user and it's not fetching the value for the custom field. permissions are set to R&W for everyone. if you check at the below response there is no NetoID field present. { "country": "US", "role": { "name": "Access All
Find all deals with no attachments
Is it possible to find all deals with no attachments at all or less than 2 attachments? Maybe within reports or Zoho analytics? if not with this functionality, can it be built with Deluge?
Help with Custom Related Lists
Zoho CRM has a new feature called Custom Related Lists which allows you to create a new "data type" and attach it to a record. This is supported through the use of custom functions that are build using their Deluge script. However, even using a very simple example I can't get anything to show up. They have documented the existance of the Custom Related Lists and how to add them through the UI: http://www.zoho.com/crm/help/customization/related-lists.html However, they haven't done any documentation
Web form to Lead creates duplicates if contact already exist
We get leads via our web form, and sometimes they already exist as a contact. In this case, creates a new record as a lead resulting in duplicate data. It also sends the lead to be approved so it's hidden and has caused us to not respond in a timely manner if we don't see the email notification. How do I effectively get incoming leads merged with existing contacts? Thanks!
Wildcards in Zoho CRM
Is there anyway to search for a phrase, where all of the results contain the whole and not just any word in the phrase? For example, when I search for 'Dallas, PA' (no quote) it shouldn't return all records where Dallas or PA is part of the record -
Demo_Generated_On parameter of the account module is not present in the results from the API
When I use the API v2 I noticed the Demo_Generated_On parameter is missing in the results for the account module. I noticed it might be represented as another name Demo_Scheduled_On. Can you confirm if these two variables are equivalent
Sync Troubles with Desk
Hello everyone! Our company is new-ish to Zoho. We have Desk set up for support tickets for assisting our clients. We recently added CRM for communication and marketing. We set up a two-way sync between them. Only some data (accounts, contacts, etc.)
Viewing Every Zoho Desk Tickets raised by the Several Contacts Related to a Deal in Deal Module
Hi Team, I added the Zoho Desk related module in CRM and I want to see all the tickets raised by the multiple contacts belonging to a deal under a Deal Module > Zoho Desk section. I tried to add two contacts to a deal and I can see only the tickets raised
Bulk update of new field
Hi, I am adding a new field to a Supplier table called 'Supplier Active'. I'd like to update the field so that all the suppliers are showing as Active. I've created the field and all existing suppliers are showing as inactive. Can I export to a .csv file,
Work-around for inability to archive contacts who 'have left'
Hi folks, We all have customers (contacts) that leave their employeer (account). Currently, there is no way to archive these contact records so to not show up in searches. Worse, if you delete them, emails and activities associated with their activities
Onboarding Help
I tried booking the appt and there was an error, If you can, I'm available all day tomorrow and monday, and it involves the developers. Please let me know 951-395-6661 2.) I need a way to link our wordpress/woocommerce website to zoho so that it fits
How to assign user who presses button as newly created record owner
Hello, I have a Button/Function on the Opportunity module that creates a custom record called "Pro Forma". I would like for the Owner field on the newly created Pro Forma record to be the user that initiated the creation via clicking the Button. Here
Bulk write Job Status: FAILED
Hi! I am trying to update records in a custom module with the BulkWriteJob-method in the Zoho CRM Node SDK V2. I tested the method successfully with a much smaller file with 4 records to update. Then, when I try to use the method for the actual records,
Webhooks - 10 CRM Field Limitiation
The 10 field limitation for webhooks is pretty limiting. Is that true for all levels? I've added more than 10 and I don't get an error message but it doesn't seem to be functioning. Is the help documentation current that there truly is this 10 field
Notes column in Tasks module
Hi, I would like to have a column showing the last note for each tasks, how is it possible? Thanks
Import data to Quote Module
Hello, I need your help. I have to import Quotes to ma CRM. As i noticed i need 2 source filer: Quote, Quoted Items with csv. I prepared files and i have tried to import. All of my tries had finished with 0 imported records. When i mapping fields i have
Permissions Issue When Using Integration Action in Deluge
Hey! Having issues with the zoho.crm.getRelatedRecords function in Deluge. Trying to get a Zoho project ID providing a Deal ID, but I get either an oAuth scope mismatch or an error regarding the method. Seeing as it is an integration in deluge, I shouldn't
hierarchy of Accounts with divisions
There's a feature in Contacts to see a hierarchy. I want to do something like this with accounts. Any ideas on how to custom code something like this?
Formula Field for Date
My products are duration based. I am working in Quotes. I have a product that lasts 30 days, 90 days, or 365 Days i have created a duration field where the 30, 90, or 365 will go I have a Start Date field where the product start date will be entered
Limit default associations
Hi all, Newbie alert. Please be gentle :) We'd like to limit the options of "linked to". For example: By default, a call can be linked to either a lead, contact, account or other modules. We'd like to limit these links to specific module. i.e. not allow
The file will be parsed using the character set
how do I delete what has been uploaded and start again? I dont know what parsed to choose Your file has been uploaded successfully. The file will be parsed using the character set UTF-8 (Unicode)
COQL Looking for id in a List variable
Hello, I'm using a COQL query to retrieve the Deal_Name from the Deals module where it matches a particular Account Id and has 1 of 4 ids in a lookup field. I've created a list variable with the ids I'm wanting to match the lookup field to, but am failing
File conversion PDF to Image file JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this with cost
Zoho set up question
Following the initial set up phase I have added team members as per the online guidance. However, when the team members login for the first time the view has none of the toolbars across the top of the screen, Account, Leads etc etc.
How to copy a newly created layout in Leads to other modules?
Hello, In CRM: set up> Modules > Leads, I have created a new lay out (customised) I would like to copy this layout to the modules Potential, Account and Contacts. How can I do that? Many thanks
CRM Calendar sync to an outside source
Good morning, I'm trying to find the best way to allow an external party to access (and preferably edit) a single users calendar within Zoho CRM. I've tried a couple of methods, including setting up Zoho Calendar (adding this to Outlook shows the name
Office 365 Email via IMAP and POP - do they use OAuth 2.0?
Microsoft is getting rid of basic authentication for (OAuth) for POP and IMAP protocols. When choosing to configure Zoho CRM email with Office 365, we're only given those two options, as seen in the attached screenshot. The email configuration screen
Certain fields not shown when trying to add as a 'show fields' action in layout rule
Hi, I have a section (section 2) in a lead layout that only shows based on a pick list from an earlier section (section 1), Within section 2, I am trying to only show certain fields based on a pick list in the same section 2. However when I try to add
Could I have some users in Professional and others in Free or standard in Zoho CRM?
I have 1 sales person, other that will imput and create accounts in the moment that they buy something in our offices. and the rest of the team are just read only users. I need Customized fields. Do I need to pay to everyone the professional Edition in
Regarding Zoho CRM
Dear Team, I want to update the subform field in Zoho CRM. when I select the selected course the fee amount should auto-update. here I am attaching the code please go through it and guide me on how to rectify that
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