After create deal, it navigate into to deal created. How avoid it?
After create new deal, automatically navigate into deal, so i have to click back, to be able to create new deal, I would like to create deal and it navigate to deal pipe, so i can easly create new one fast.. Another doubt, its possible use keyboard shortcut
How to add business label when task is accomplished
Hi, I am trying create automation in workflow to add business label when task is accomplished. But it not work.. there is no way to create business label when task is accomplished.. at least no easy way. Tried update business custom field when task state
Deal Updated field by an workflow not trigger second automation
Hi, i am trying update run 2 automations in sequence, one trigger another one, but its not working. Using workflow i did 2 automations: Automation 1 When task completes i change deal stage field to "Sold" Its working, its moving card inside pipeline Automation
Add second lead to same company -- do company details get autofilled for second lead?
Hi if I create a lead that is attached to a company and fill out all the company information (address, website, etc) and then add a second lead and put the company name as the same company, will it automatically fill out the company info (address, website)
My Leads only convert to Contacts, not Accounts
I was trying to customize the CRM so I was able to use it for a Health Insurance Brokers Firm, and It is not allowing me to convert the Lead into an Account, even though I would previously allow me to.
Delete Related Records from the Deal Module
Hi everyone! Hi I have a question on how we can delete the related records associated with that particular Deal Record. on Deal Record Is has a Related List name of my Related List Audit Logs Lists. The scenario when a field I is edited from a Deal Record
Execute a function as a specific user or by the system
Hi, is it possible to execute a function in Zoho CRM as a specific user or by the "system". The use case is the following: I want to restrict certain manual inputs by the user but still allow the user to perform certain tasks by clicking on a custom button
Rerunning a Sync to update a field
Hello, A field has been added to sort our Pest Lead sync. Is there a way to rerun the sync so that all contacts are updated?
"Zoho CRM API Access" permission
Hi everyone! I understand that the "Zoho CRM API Access" user permission allows a user to be used for API calls, but does this imply that - using the API - the user can gain access to every module? Or is it limited only to enabled modules? I think I know
Work around for Parent/Child Field Limitations
We are an automotive wholesaler which means we deal with a lot of vehicles. One way to prevent typing errors for vehicle Makes and Models when creating a record is we created Parent and Child fields for Makes and Models. So, if a user selects a Make,
Change the template for sending reports through the report Scheduler
Hello, At the moment when sending a scheduled report through the reports scheduler, Zoho sends the reports signed by Zoho TEAM. It is supposed to be sent by the user and the user should decide how it looks and what the mail says. I have configured my
Building integration to support multiple zoho clients
Hi, We have our custom webapp which we need to integrate with Zoho via API as some of our clients are using Zoho, so we have to build a integration with Zoho to pull some data from clients zoho crm. I tried zoho php sdk and it works but I am getting errors
How would you consider recording an opportunity with different sales product types?
Hi, I am looking to your views on how to handle this scenario in the consulting industry. I have an sales opportunity with a client that includes the following services: 1. Advisory hours (delivered by an external contractor to my company. We apply a
Inquiry Regarding Website Development and Support
Hello, I'm interested in knowing, when I develop a website and launch it on the internet, is it possible that there might be issues with the site that need to be resolved later (after launched it on the internet)? Additionally, in case issues arise with
Kaizen #79 - OAuth2.0 - A Recap and FAQs
Hello everyone! Welcome to another week of Kaizen! Today, we will address a few frequently-asked questions about OAuth2.0 that include token generation, scopes, errors etc,. If you have any other questions, let us know in the comment section. We will
Custom Richtext is not updated through rest API
Hi I have a rest API client that I can update all fields of a lead, except a custom richtext field which is not updated. The funny part is that it returns success but the record is not updated. I have also double checked the API name and it exactly matches
Afficher un champs de la section "Compte" dans une vue des "Affaires"
Bonjour. Je voudrais avoir une vue des "Affaires" qui me montre à la fois les noms des entreprises ainsi que les numéros des entreprises y associés (ces derniers étant la valeur du champ de la section "Compte").
Allow pre-setting To/CC/BCC in email templates
I'd love to see this be implemented to where when we are setting up email templates (including HTML/Plain Text) that we can also pre-set what email addresses (direct input, or via merge tags) are for the specific template so when we go to use it, it has
Automating adding contacts to a campaign based on a change to a specific field
nb. I'm referring to the Campaign object in Zoho CRM here, not an email campaign in Zoho Campaigns. I'm looking to build a workflow that will add contacts to a particular campaign when a specific field on the contact record is updated to contain specific
Auto populate event from lead info
We are looking to populate the event fields with info from the Lead whenever we create a new event. 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 = Lead Name + City Location
SIP integration Zoho CRM
Hi there Is there a way that we can integrate our own sip provider to use within Zoho CRM. We are based in South Africa and i am sure it wont be that difficult. Thanks
How to trigger workflow thru update record API?
Hi, I am using this API to update the record in CRM, but seems it will not trigger workflow. Just want to know how to make it trigger workflow? https://www.zoho.com/crm/developer/docs/api/v5/update-records.html
Change 1st Day of Week in UI to Sunday
When I create a new Task and go to enter the due date, a small calendar appears in the UI which allows me to select the month/day quickly. However, I'm consistently messing up my intended selection because for some reason the week starts with Monday instead of Sunday. This is the first time I've ever seen this in an application... in much of the western world our weeks start on Sunday. Where is the setting to change this?
Not able to see the parent account and enrich data
I have uploaded a csv sheet with 3 columns, Account, Parent Account and website URL, after uploading the accounts, I am unable to see the parent account and unable to perform enrichment. Can anyone please tell me how to overcome this?
Kaizen #120 - A Guide to API Calls in Zoho CRM Sandboxes
Hello everyone! Welcome back to another post in our Kaizen series. This week, we will discuss in detail about the sandbox environment in Zoho CRM, and how to make API calls to the sandbox orgs. Environments in Zoho CRM Zoho CRM empowers your business
Zoho name appearing in url searches
I have custom domain set, but when a url search is done, the Zoho name shows in the search history. Is there a way to remove this? I have attached a screen shot. Also, if I print the screen to the printer or pdf, it leave a text line referring to Zoho
zohocrm-csharp-sdk-2 - Only works through proxy server?
The configuration of the sdk asks for : * Create an instance of RequestProxy class that takes the following parameters * Host -> Host * Port -> Port Number * User -> User Name * Password -> Password * UserDomain -> User Domain */ Are users
Submit Button
Hi, I want to take this button in the line of Field email don't want the down.
WHERE THE F*CK IS EVERYONE?!!
WHY THERE IS NOBODY AND NO CHANNEL TO CONTACT YOUR SUPPORT?!!!!! YOUR SOFTWARE BRIGHTNESS IS TOO BRIGHT ANDF HURT MY EYES!!!!!!!!
How to add a portal with access for customers?
I know it is possible to add a portal for a kind of customer self service to Zoho CRM. For example I do want to send a link to the customer where he can check his address and change it, if the address has changed. But I do have a few questions: Is it
Are RingCentral call recordings stored directly in Zoho CRM? If so, for how long?
The information surrounding the RIngCentral integration is sparse and sketchy. Call recordings are placed on the activity record rather haphazardly and are not accessible unless you are logged in as the calling user and to Ring Central as the telephony
CRM calculation issue
Hi, CRM have calculation issue. Can you please have a look on it.
Why am I getting the following error message?
you cannot send email with unsubscription link for more than 1 recipients.
CRM Field Details - WHO, WHEN, Where it's used?
Is there a way to see WHO created a specific custom field and WHEN it was created in the CRM on a module? In Module settings, I can only see the fields but not those details. I've also checked in the API section under API names but do not see WHO or WHEN
How to generate grant token without using developer console
I'm integrating Zoho CRM with another app. I need to be able to use REST calls without ANY HUMAN INTERVENTION. I need a programmatic way to generate a grant token. Using the developer console will not work! This question has been asked several times before
How to fetch custom Related-list records from ZOHO CRM using ZOHO-API?
Hi, i am working on Zoho CRM and using Zoho API to fetch records from zoho crm. I want to fetch custom related-list records by using zoho-api but I am not able to do this. The scenario is : I have University as Related list in Contacts module and University is a custom module in which I have a lookup field of Contacts. Now all University records related to particular Contacts are shown its record as University Related-List. I want to get this data by using zoho-api. Help me to solve this problem.
Access parent record in formula field
Formula fields in CRM are very useful. While I can use various functions on record's fields, I cannot seem to be able to access parent's record. Example: - I have a custom module Transactions and then a lookup field on Deals module allowing 1:many relations
Zoho Fraud and deceptive business practices
Like most of you, I have been unable to cancel my Zoho subscriptions. I spoke with the "sales manager", who refused to let me speak with his supervisor and could barely speak english. I have canceled my autopay through PayPal for my Project and Billing
Auto adding products to an account once an order has been placed.
Hello, Is there a way to automatically update the 'products' associated with an account once the account/client has made an order? For example, if we quote Company A a year of support and they place an order (meaning we convert the quote to a sales order), how can we make that year of support (which is already included in our product list, by the way) show up under the products that the Company owns? Would we just have to add them manually each time? Thanks!!
Storage space almost full
Can you please offer your users a better, more efficient way to manage storage and attachments than: Step 1: Log in to your Zoho CRM account. Step 2: Navigate through the records and delete the attachments that you do not need. And I don't mean by purchasing
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