Can't Authenticate Google Calendar
Inside the option Google on Marketplace, the whole organization can't authenticate their Google Calendar. After selecting "Authenticate Google Calendar" and selecting "Allow". (with the same email address that we have on Zoho CRM). It goes back to the
I made a custom module but profiles that aren't admin can't see the records in it
Hi I made a custom module and inserted around 170 records but anyone that isn't logged into the admin profile can see the records. I gave them permissions for the module but they can only see that it exists - not any of the records in it. Am I missing
Zoho Desk - CRM Sync Settings
Hi guys, We have created sync between Desk and CRM. We changed different account names and made them same. At the end, I have two problems. 1. When I create a contact associated an account in Desk, it's synced and created in CRM automatically as well
No longer able to add Custom View or Edit Views in Activities Modeul
Did this feature get deprecated - none of our users are able to see a Create Custom View or the usual pencil to edit an existing view in the Activities Module since mid-March?
Validation Rule on Read-Only Fields
Hello everyone, We want to use the "Street" field for a duplicata check and in order to make sure the address is written exactly the same from one rep to another we require them to input the address using a Button that makes an API call to Google Maps
Multi fields in one formula field + Line breaks
I have a formula where I'd like to group the information from others fields to display in a view in the following format: Account name: Test name Billing Street: Test Street Billing Code: 55 555, Billing City: Test city NIP:555 555 5555 and I put the
Error en APIS de solo lectura (ZohoCRM.modules.Deals.Read)
Hola buen día, Tengo un problema con las apis de solo lectura, de acuerdo a la documentación existente si yo hago un petición GET con la siguiente API: https://accounts.zoho.com/oauth/v2/auth?response_type=code&access_type=offline&client_id=EXAMPLE&scope= ZohoCRM.modules.Deals.Read &
Auto STAGE Update based on contact activity
I've about 20-30% conversion rate. I managed to create a workflow rule that once I send the offer and there is no activity on the deal for 2 weeks - deal stage automaticly changes to "No intrest, lost deal". I want to create a similar workflow rule for
Failure when import lookup field (custom module) in subform (default module)
Hi all. I'm trying to import subform data into Product module. The subform is multi lookup from another Single Product (custom module). System notice with successful import but the subform is not mapped, right? Please help me to take a look, you can test
How to copy data from multi select to picklist.
I have a list of products which i want to copy from multi select to picklist field. how can i do that other than doing manually for such a large data.
Function To trigger tasks 2 days after the date on the follow update field
Hey guys! can you help us, we want a function to trigger a workflow 2 days after the date added on the follow up date field, in the lead modules, or is there any other way to do that?
Custom field to check if lead was created during business hours
Hi, I'm a bit new to Zoho, but not to CRM systems. I'm trying to create a formula field in Zoho that would result in a boolean value and would tell me if the lead was created during business hours or outside of them. One of my main issues is trying to
Email from Template, Triggered by Custom Button
In the Deals module of CRM, we use a button with a custom function to create and associate a new Zoho Project when our sales team sends a Quote Request to our engineering team. As an additional step to this process, I would like to have an email sent to the assigned Projects user, based on a email template we have in the CRM system. Any thoughts on best way to trigger this? Can an email from a template be initiated using additional deluge coding or is there another way? I tried looking at Blueprint
Run a report on attachments attched to potentials
Hi All, I am wondering if it is possible to create a report relating to whether a potential has an attachment or not. As part of our sales process our we need to create a value analysis for our customer (spreadsheet) we can then attach this to the potential
Server
Is Zoho could work/run with own server? or just on cloud? Thanks
How to add discount approval proccess for Estimate in CRM
Dear All, After we do integration of Zoho CRM and Book , the estimate is controlled by Zoho Book. We would like to have approval if the staff makes discount in Estimate : such as : 5-10% discount : need team leader to approve >10%
App Spotlight: LinkPort for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. LinkPort for Zoho CRM 4 out of 5 LinkedIn members drive business decisions. It’s the perfect platform for prospecting, and LinkPort makes
Pictures inside email content -> How to add them as attachments?
Hello! Sometimes my customers add pictures that are relevant to the deal inside the email content instead of adding them as attachments. This gives a headache when trying to find that one picture from one of 50 emails at the later stage. Is there a way
All of a sudden cant create Currency Formula Field?
All of a sudden Im unable to create the formula with currency as return type. I can use the ones I created few days ago: Tried deleting one of "unused formula fields" but nothing changed. Any ideas what happened?
Zoho Inventory Product Sync
The descriptions on the sync settings between CRM and the Finance modules are very confusing. My interpretation is that our two options for syncing between Inventory products and CRM products are: CRM ---> Inventory CRM <--> Inventory Is this correct,
Create automatics call via workflow rules
Hi everyone, I'm new with Zoho one and I would like to ask if there is a way to create an automatic call based on a rule. for example, every time the call status is modified to "no answer" I want Zoho to create a new call and let the sales rep choose
Eventbrite & Zoho CRM Integration
Can someone please assist me with the following query: I have created an event in Eventbrite and am looking to have the registrants' details pull through to our Zoho CRM as leads, however I have added the Eventbrite extension and set up the syncing details
how to start the chat support?
I was able to use the Instant Messager in the Zoho CRM to ask questions regarding the product features, but now i can not find it anymore. Is that feature disabled?
How to update all occurrences of Invoices with an updated customer address?
Hello, I am looking for a solution for this… If I update an customer address in Zoho CRM customer/contacts module I want to update all occurrences of the invoices in Zoho CRM, where the customer is the billing or shipping address. Is this possible with
Can I map a field of the Deals Module with the Contacts Module?
Hi, I have the field "Email" both in the Contacts and Deals Module (well, also in the Accounts Module). Is it possible to map it, so that each time that we add a new email or modify it in one of the modules, the CRM automatically updates it in the other
Wrong subtotal in invoice
Hello, i have a problem in the calcul of subtotal (without tax) in Zoho CRM, do you fix this bug ? thanks you
Zoho Webform Redirect
Hello currently have a webform on my site (www.simplymh.co). Landing page address for form currently points to that same home page site. However - after form submission i'd like to redirect to an acknowledgement page. But - when I updated the landing
Include data from custom module to the conversion between Lead and Contact
Hi guys, I have a custom modules linked to a lead and I would like to keep the relationship between the data from that module to the lead when it is converted to contact Is there anyway I could do that? Thanks a lot in advance Regards
Increase Clicking "Movement Forgiveness"?
I'm SURE I'm not the only one with this complaint... Whenever you click on something in Zohocrm you have to ensure the mouse remains COMPLETELY STILL between click and release of the mouse button or it WILL NOT REGISTER the click. I've never seen any
organizing deals page
Is there anyway to remove the 'Best Time For' block from a layout showcased in the first screenshot I added? One more question - is there also a way to add the activities buttons (+Task, +Call, +Meeting) to the top of the deals screen? The buttons in
Quote under the deal, templete not pulling "Contact" details.
I've creted Inventory templete. Under the deal tab I create a quote and then want to send that quote to the contact assigned to the deal. Zoho detects correct email adress out of contact but when I view the PDF the fields it was suppose to pull are empty:
Zoho CRM - Mail Merge not working
Hello , I have a flow created to send the mail merge as an attachment in an email once record is created in Zoho CRM's Contacts module. The flow was working perfectly fine until yesterday. But today it is showing an error in Zoho CRM's server. Please
Auto Number Field dependent on type of invoice
Hello again! Im often here lately. I've created my Invoice template and as other users suggested I used autonumber field to populate Invoice number. In my country there are 2 invoice types. Ones that do not need to be numbered and are just an information
Get Related Stage History for Deal in API v2
Hi, In API V1 it is possible to get the Stage History for a Deal as detailed here - https://www.zoho.com/crm/developer/docs/api/getrelatedrecords.html#To_fetch_the_Stage_History_related_to_a_Potential Is this functionality available in V2? I can't seem to find any information on it. Thanks.
SendMail function
Hello , I created a button using deluge that send mails but my emails go to spam even my Authentification e-mail is verified . can i know how can i solve this big problem as soon as possible.
Editable doc in CRM account attachments
When I create a new account, I attach details in an excel file. When I look at it, it is read only. How do I make the excel file so that it can be edited with updates? Thanks
How to create/update a lead in Zoho with Zapier ?
Hi everyone, If you use Zoho with Zapier, you will have noticed that the Zaps always change... In the past there was a simple "Create/Update lead" Zap. It meant that when I have a new lead in instapage, the data automatically updates in Zoho. And if the lead does'nt exist, it's created. Now it has gone, and I don't understant anything to the new zaps... Can someone help me ? Thx in advance, Joseph
Mass Deduplication
I am new to CRM Professional edition. I have a lot of duplicates in my Leads module. Is there a way to perform a mass deduplication?
Function-18: Update the lead records with Notes and Activities count.
Welcome back everyone! Last week, we learnt how to auto-update tasks from other modules. This week, let's look at a custom function that helps you get the total count of Activities and Note right inside your lead records. Business scenario: On an average how many times should I call a lead before moving on? I’m sure most of you would have faced this dilemma at one point or the other. Effective prospecting takes time and effort. Notes and Activities are important CRM utilities that helps keep a tab
Auto populate information based on a Lookup field
Hi, In the Contacts Module I have: A custom field named First Name A custom field named Last Name In the Deals Module I have: A lookup field named Contact Name A custom field named First Name A custom field named Last Name When I create a new deal and
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