Auto Create an Opportunity/Deal from Closed Won Deal
Hello, I am looking to auto create Opps/Deals as Renewals for all the Opps/Deals when they are closed Won, so the Account Managers dont have to create a new Opportunity for renewal. This Opportunity needs to be like to like the original opportunity and
Need to backup attachments to each prospect record
We have thousands of deal and prospect records, with critical documents, we need to download. Is there a way to mass download the documents or do we still have to go one by one?
CRM Webforms Double Opt-In Important But Unuseable As Is
With all the problems with webform spam, the Double Opt-In is a great idea. Once I implemented it and tested it on my website, I realized it is not usable in its current state. The key problem is the messaging on the Opt-in email is very misleading, and
Changing the data type of a field without losing pre-existing data
I want to change a single-line text field into a multi-line field without losing pre-existing data. At the moment, this is not possible. Who would like to see this feature too?
Zoho CRM API Error AUTHENTICATION_FAILURE "Authentication failed"
ZOHO API Self Client creation Scope ZohoCRM.settings.modules.all,ZohoCRM.org.all,ZohoCRM.users.all generates code Using Postman POST request generates access token { "access_token": "1000.b9f0a851ae0007e64d7d071d30428100.845831454fee79cfac0da06d7813e276",
Keyboard shortcuts for CRM plus duplicate records
Hello Are there any keyboard shortcuts for this product? I basically do not want to scroll down on my CRM contacts view and click on the arrow for the next page. (I know I can search but I do want to go through my contacts visually). Also, how do you
Canvas Limit Reached
I have switched from Trial to STANDARD subscription. When I try to access more than one of the created canvas pages or try to create a new one I get error CANVAS LIMIT REACHED. Thanks
CRM/Deluge - Can't assign task to user in Wizard
Hello all, I'm creating a wizard for Zoho CRM and writing a custom script for the complete button in deluge. This script creates a task, and is supposed to assign the user who created it as the following fields: Created_By, Modified_By, and Task_Owner.
How to import invoice from Zoho CRM to Zoho Books
I have already created an invoice in Zoho CRM. Now I want to import the same invoice to Zoho Books. How does on do it?
Require a note on a custom dat field change
I have a custom field called "Next Action Date" on the cases module. Whenever this date is changed, I wish to require the user to provide a note. Is this possible? I am happy to use client side scripts to make this work. Best regards, Joe
update record not working
Hello Forum Admins, I am PHP developer. and i am using zoho crm api ,and I am trying to update the record. $curl_handle = curl_init(); curl_setopt( $curl_handle, CURLOPT_USERAGENT, "Mozilla/5.0 (Windows; U; Windows NT 5.1; rv:1.7.3) Gecko/20041001 Firefox/0.10.1" ); curl_setopt($curl_handle,CURLOPT_URL,$url); curl_setopt($curl_handle,CURLOPT_CONNECTTIMEOUT,5); curl_setopt($curl_handle,CURLOPT_RETURNTRANSFER,true); curl_setopt($curl_handle,CURLOPT_FRESH_CONNECT,true);//No caching curl_setopt($curl_handle,CURLOPT_FOLLOWLOCATION,true);
Zoho Survey updating a Deal stage on Zoho CRM
Hi, I have a deal pipeline to help my firm onboard clients quicker. As part of this we ask for a client to fill in a questionnaire (on Zoho Survey). I have linked up CRM and Survey and to the deals module. The survey is linked via the user ID. This
Price Book based on Field Value
I was wondering... is there a way to drive which Price Books can be used on a Quote based upon the value of a given field?
Photo rotation
When I upload a photo to my contact image it often rotates the photo sideways. The original was set correctly. I don't see a way to rotate the photo to the right orientation in Zoho. Do you have a fix for this?
The connection for this site is not secure - Error
Hi, Why are my forms not working anymore? They were fine and now the link says: The connection for this site is not secure sender.zohoinsights.com sent an invalid response. Try running Windows Network Diagnostics. ERR_SSL_PROTOCOL_ERROR
Two Subforoms/One Quote
I've created a Quote Page Layout that contains two Subforms however; the 2nd Subform does not pull in data from the Price Book in the same way, i.e. Discount, etc. Is there a way to clone or mimic the native Quote Subform functionality?
Nested quick create does not appear
I have a quick create for a custom lookup field that appears when I do it via Leads/Contacts. However when I do it via task, the quick create appears for Leads, but not the custom lookup field in Leads. Is there any way to get this up?
Links sent in email from CRM are replace with sender3.zohoinsights.com
Our business has come to a stand still with clients reporting the same issue when trying to click on links sent from CRM. This site can’t provide a secure connection sender3.zohoinsights.com sent an invalid response. Try running Windows Network Diagnostics.
Is there a way to Trigger Workflow when only a module subform row(s) is edited or created?
Is there a way to Trigger Workflow only when a subform row is edited or created?
Need syntax help with Convert Lead API
What's wrong with this call? headersMap = Map(); headersMap.put("Accept","application/vnd.api+json"); response = invokeurl [ url :"https://www.zohoapis.com/crm/v3/Leads/4744930000000304421/actions/convert" type :POST headers: headersMap connection:"leads_all"
Auto Populate Meeting from Lead
I am looking to populate the meeting fields with info from the Lead whenever we create a new meeting. I understand a custom function is needed, but I haven't been able to figure it out. Basically what we are looking to do is: Title = 'In Home Appointment"
Zoho CRM Web Forms - Created By
Whoever is logged in to Zoho CRM and creates a Web Form automatically is the Record Creator for new Leads or Contacts that come from that Web Form. Is there anyway to change that without completely re-creating the Web Form?
Lead Converted Date
I understand the Lead Conversion Time however; is it possible to report on the actual date the lead was converted?
Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.
So we have a "Clients" module, storing details on clients, and a "Client Meetings" module, which stores the history of each meeting with a client. One Client can have many Client Meetings. On the client's page, we store many details like the discount
Map dependency functionality is now available in Sandbox
Dear All, We're excited to announce that we've extended the map dependency feature into Sandbox. Let's get into the details! In Zoho CRM, you can create dependencies either between two picklist fields, or between a picklist field and a multi-select
Check for duplicates upon entering new record.
It would be extremely helpful if while entering a new lead for instance, when you typed in an email, phone number, or last name, the system would scan in the background for records containing the same data. Maybe at the top of the screen it would drop down an alert that says "Similar leads(s) found. Click to view." and it would give you the option to view the lead(s) in a new window/tab.
Mass or Bulk Delete Emails/Email History
There doesn't appear to be a way to mass or bulk delete emails or email history from Zoho CRM. This would be a great feature to add to better manage our data. If an email is 3+ years old, it really serves our business no more purpose, so we would prefer
How to change CRM IMAP Server Parameters
I had set up my CRM to use my hosted Exchange provider and everything worked great but recently I switched to Office 365 and I cannot see how I can change my incoming mail server. The outgoing server I can highlight the values that are there and then change them and save but the incoming seem to be locked and I cannot change anything. I considered deleting the IMAP setup and starting over but then got a big warning that a lot would be deleted so I figure I'll ask here first to see if there is a
How to Highlight the changes in fields
Whenever we are using workflows to update the values in a field or many fields, how can I highlight those changes for a few seconds so that the user who's performing the action, can see it's actually working. Also, when highlighting, where can I have
Sending a PDF Mail-merge template via Work Flow
Is there a way to create a PDF mail-merge template that can be sent out as an attachement via workflow?
Skipping Account creation in Lead Conversion
My requirements is a new opportunity in an Existing account, I wanted to start from the Leads module. In the Lead conversion, I wanted to skip Account Creation, as the account already exists. Is it possible ? If so, how ? Appreciate the support. Thanks,
Create project through automation
I have integrated our CRM with projects. I want a project to be created when a opprotunity is won. Is this possible? I looked through the automation and it seems to only create tasks within the CRM. Am I missing something? Thanks Dave
Quickbooks Desktop (Enterprise) sync with Zoho
Is there anybody that has successfully setup a sync feature with Quickbooks Desktop Enterprise and Zoho CRM? I would like to have financial data in Zoho, such as total invoiced ( from QB ) for the year, Contacts that we have sent estimates to ( from QB ) How is this possible? I have looked at Zbrain, but can't get it to sync even basic contact data. Any tips?
CRM Campaigns versus Zoho Campaigns
Hey, Can anyone tell me the difference between Zoho CRM Campaigns (listed as Marketing Automation in the feature comparison below) and Zoho Campaigns as a stand alone? Also, if I wanted to access the marketing automation in CRM below, where do I find it? I don't seem to have any menu options that relate to it. Thanks,
Related List Label
When I'm setting up a custom field it asks me to specify the related list view name - but I don't know what the function of the Related List label is so I don't know who to name it. Does anyone know what the purpose of this is - or what it is supposed to do? Cheers Nicole
The email which you have entered belongs to a different deployment/region
Hi Guys, my colleague gave me an account and I wanted to log in there. However, I always get the following message: The email which you have sent has belonged to a different deployment / region. Thanks for your help! Best regards Maximilian
Avoiding unnecessary duplication of Workflows
I have a custom module which has a number of workflows, but it seems that I need to duplicate them - one for when the record is created and another for if a specific field is modifield. Example: I want to concatenate First Name and Last Name into a
Module Tasks, Close Task Button
When looking at a task, there is a green button to "Close Task". Is there any way to remove/edit this button or edit permissions for this button?
Make Contacts Required
Hello there. Is it possible to make mandatory the contacts, which are added to the client's account via related list? So users will not overlook that data
How to search person in Contacts and create a record in my own field? C# API
We have Contacts where we have a lot of people. So, I have the ID of someone and would like to create in the field (which I created before) a record for this contact. I have created Responses and would like to create with C# API the record for this.
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