I keep getting asked to log in
I use Chrome as my platform. Every day I log into Chrome and it asks me to verify. I have no problem with that. I then log into ZOHO and it asks me for my email, 2FA and then asks me if I want to trust the platform and if I say yes then I will not be
Can i Select custom related list records while creating Templates for Potentials (Deals)?
Can i Select custom related list records while creating Templates for Potentials (Deals)?
WON report
Is there a way to run a report of Accounts I've Won deals with in the free version?
Import breaks Zoho Blueprint
Hi, We are an extensive user of Zoho Blueprint, which we find as a brilliant capabilty. Yet any record touched by an Import, whether newly created or updated, causes the Blueprint transition for the record (eg Lead) to dissappear. Only when the recocrd
Recording Meetings in Different Time Zone
Hi everybody! I saw quite a lot of times that people are asking Zoho to have this functionality to record a meeting in a different time zone. While they did say they will forward this to the development team, we all know too well what that means. *wink2
Is it possible to add a button that triggers a function or workflow in Zoho CRM?
Hello, I am looking for a way to add twi buttons in the contacts section (contact list). First button The first button should do a custom search (like the same you do with the custom filters in the left sidebar). But it has to be a button that searches
Notification of Approval Requests
In the approval process, the standard email notifications are not being sent to the account that received the approval request. Also, I cannot customize the text of the email. Therefore, please tell us how to notify the approver that the approval request
Quote line items: "Description value exceeds maximum length"
When adding line items to a quote, we have started getting a "Description value exceeds the maximum length" on descriptions as short as 64 lines and 2330 characters. Has this restriction recently come into place? We've been using Zoho for a year and we
Secondary email to be default or CC in mass emails when primary is blank
The ability to be able to email to a secondary email address has become more important this past year. It would be helpful if you could have the email default to the secondary if the primary email is blank or have it automatically CC the secondary email.
Having Real Difficulty with Adwords Attribution
I have followed the steps outlined here and authenticated my google adwords account. https://www.zoho.com/crm/help/google-adwords/configure.html?src=product#Hidden_Element. I've set a conversion to be Lead/Contact is created. I have auto tagging enabled. Im having real trouble with the Step 5, Tracking. I've requested multiple demo's using the "request a demo" button, but have not had anyone from Zoho contact me at the booked time. I've added the tracking code to all web pages in wordpress. This
I'm getting incomprehensible strings when fetching API endpoints
I'm getting the response as follows, just a bunch of unknown characters. Payload is custom, everything inside payload is just the raw API return. I'm getting this with all endpoints except for the Leads endpoint. I'm using API V3. This specific return
Zoho CRM
Hi, Is there a parameter that can filter out user ids of Emails in the Contact Module? ex: Ex: https://www.zohoapis.com/crm/v2/contacts/5553499000000512044/Emails
How to make it to display stage specific note field for each stage within pipeline in CRM
Hi, Please refer to attachment for example For example, I had a pipeline with 4 stages. I had also created 4 new fields for user to input the note for each stage. In Kanban view, how to make it to display note for the specific stage only ? From the attached
Can't access custom Field in Ordered Products subform on Purchase Order record
Does anyone know why we can't access any custom field in the Ordered Products Subform via their API name in a Deluge Script? We can do it on invoices, quotes, and sales orders. Why not Purchase Orders?
Invalid module
I am writing COQL query on LinkingModule2 table. The query is , SELECT Products_Name FROM LinkingModule2 WHERE Id != '' When I execute it, I am getting error as, {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"}
Kaizen #26 - Linking module and Multi-select Lookup fields
Hello everyone! Welcome to another post in the Kaizen series! This week, we will discuss how to add/delete values to a multi-select lookup field through linking modules via API and achieve many-to-many relationships. Your data in CRM are often inter-related. For example, you may want to associate an account with contact. You can easily achieve this through a lookup field in the Contacts module that looks up to an account in the Accounts module. As you can see, this is a one-to-many relationship.
No permission to execute Function (with all permissions)
I've been getting the same error after executing a function, which updates the currency exchange value on Company Details via restAPI. The error is the following: {"code":"NO_PERMISSION","details":{},"message":"permission denied","status":"error"} Since
Deluge script not working for validating a single line field
Good day, I have created a function to validate a field in the contacts module. However, it doesn’t seem to be working and I can not find the reason. In South Africa, our unique identification number is a ID Number. I am using that as the unique identifier
Looking for assistance
Is there any Zoho experts in Calgary that could work with our small firm to implement this CRM? We've been stuck in the dark ages with Goldmine and would like to have a expert guide us through the change. Regard Ken
Community Digest - January 2023
Good day, People! Make room for the January 2023 Digest. Here is a round-up of all the discussions and announcements that took place in the previous month as we begin this new year. Announcements: Have you seen Zoho CRM's user interface updated with Puvi
How to get records using Modified_Time greater than specific time?
Hi, I am getting records using 'Record APIs'. Now trying to do 'search records ' bases on Modified_Time. Eg: Like last one day modified records based on Modified_Time. I am trying this way, but getting invalid data error. https://sandbox.zohoapis.com/crm/v2/Contacts/search?criteria=(Modified_Time:starts_with:2018-08-31) { "code": "INVALID_DATA", "details": { "api_name": "Modified_Time" }, "message": "invalid data", "status": "error" }
openUrl is not working when I using deluge function in zoho CRM
** I am trying to open url mention in openURL funtion in Zoho crm usig deluge but not able to succeed. ** toReturn = "";
criteria = "Phone:equals:".concat(phone_number.toString());
response = zoho.crm.searchRecords(module,criteria);
if(1 < response.size())
{
Create Deals from Leads
Hello, I would like to do the following: 1) An email arrives with one of the following keywords in the subject: Quote, Quote, Quote, Request. 2) I create a potential customer from that filtered email (Leads) 3) I create a quote with that possible client,
Is Zoho CRM for me or I should use another tool?
Right now we have several channels throughout we receive request, questions, orders... etc. These channels are email (we use Zoho Team Inbox here), Instagram, Facebook, phone, cell phone and mainly WhatsApp. I am looking for a Tool which can put together
Making daily MFA mandatory for users in our Zoho CRM organization.
This is something we haven't been able to figure out how to do. For security, we are required to impose: 1. Daily logouts, 2. Every logout should require MFA. But we haven't been able to figure this out entirely. We managed to access Zoho Directory, and
Locate Map button in CRM Canvas view
Hallo I'm creating custom views of lead contact and accounts using Canvas. How can I show in Canvas the Locate Map button that exists in the standard lead, contact and account module (close to the address)? thanks
Products data not carried over when converting Quote to Sales Order
Hello, I've edited the Products module to add some fields that we need for our Quotes. After that I've edited the layouts of both the Quotes and the Sales Orders so that they could make use of these new fields. Some of these fields are lookup-fields while
Created multiple blueprints, in which order will they be executed? Zoho CRM
Quotation of the day If you have created multiple blueprints, in which order will they be executed? Select one: a. Based on time created b. Based on user roles c. Based on the order in which they're listed d. Based on the last modified time Thanks & Regards
Opt out multiple email addresses in Leads module
Hi, In the Leads module the Email Opt Out field, will that only apply to system email fields Email and Secondary Email, or will it also opt out any additionally defined email fields that have been added to the module? Regards, Tony
does a pipeline only apply the deal module ?
I created a customized module in CRM， i found I can not set up a pipeline function in my own customized module
Schriftart open sans nicht für E-Mails aus Zoho CRM vorhanden
In den E-Maileinstellungen von Zoho CRM befindet sich nicht die Schriftart "open sans". Bitte hinzufügen!
Submit form and call phone number at the same time
We were wondering if there was a built in form that allows for the dialing of our call center once a user submits a form. Basically the user will fill out their information, click submit, and once they click submit it will dial our call center. Any
Changes to Terms and Conditions not appearing in the saved template?
Hi, I wonder if you can tell me what I'm doing wrong. I simply want to enter our Terms and conditions into the quote template. I followed the instructions here - https://www.zoho.com/crm/help/customization/special-fields.html This resulted in me selected
Creating a Stop Start Timer for Custom Moduel
Hello, I am trying to track Maintenance of internal Assets through Zoho CRM (I have tried the FSM, Projects, Inventory apps nothing is working the way I need it to). I have it all built in the CRM where I have internal work orders where i can keep track
Coql
I want to use Coql to get all Deals where a specific field is null, and then I want the Contact_Name like "Peter Johnson". With fields like Modified_By, Contact_Name, Created_By etc, I can access the email and id fields by using dot notation like "Contact_Name.id
Workdrive for CRM Extension in CRM
We just installed the Workdrive for CRM integration and it is wonderful. I like that when you add a file to a DEAL record, it creates all the associated folders in the ACCOUNT Workdrive folder. I also like that when I create a new account it automatically
Function-14: Get record owner details inside a record with the click of a button
Welcome back everyone! Last week, we learnt how to display grand total of Invoices in words. This week, let's look at a custom function that helps you fetch the details of a record owner inside a record with the click of a button. Business scenario: Lot of factors lead to a winning deal. Besides the obvious of being the first of the vendors to reach out to a prospect and closely following up without overwhelming the potential customer, and arranging for timely presale support, the processes followed
Company images on Account - get a report/view of those Accounts that does not have image?
We use a few Account images - on the Account, we add the logos for each Account. Is there a way to get a report on those Accounts that does not have an Account image? I have not seen what report/field that would be. Anyone knows this?
Combine multiple records into 1 subform entry
I'm wanting to combine multiple records into 1 subform line on another record however there's a catch. Here's what I need to do: Let's say I have 5 records, each of them is linked to a product, however there are only 2 products among the 5 records. i.e
multi-select field
Is it possible to change a Multi-select field to become a Pick list. if so how do i do that as admin.
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