Group Deals
I am CEO, say I have 2 teams A & B. Team A Users only want to see Team Deals. Team B Users only want to see Team B Deals. I want to see both Team A/B deals I also want to create a deal and assign it to Team A or Team B. How can I do this? I looked at data permissions. I also do not have ability to add data sharing rules. Is that required? Seems like a basic function I need.
Limit Zoho Finance to one entry per Deal
Hi Team - we have Zoho Finance integrated in Zoho Books. Is there a way to limit Zoho Finance Sales Orders to 1 per Deal?
How to link client order between Zoho CRM and Zoho Inventory
Greetings, I am using Zoho CRM and Zoho inventory. I am using the automatic relationship to link companies, contacts and items. Now, i would like to link customer orders : Once a customer order is validated into Zoho CRM, i would like it to be automatically created into Zoho Inventory. Is there a way to do so, without using API call ? Thanks, Claire
Translation request for english - united states in French
In Leads, associated list "Invited Events" is translated to " A invité Événement ", this does not correspond to anything, translate to " Evénement " please. In blueprint, the default state is "-none-" you must translate to "- aucun -". In the blueprint, on the sheet of a "Leads" when there is a blueprint to perform. We see "Blueprint state", translate into " État du processus ". Translate "Transitions" into "Actions". Thank you for considering this thoughtful observation
Getting Lead ID after submitting the Zoho CRM Webforms
Is there a way to get the newly created LEAD ID after submitting the Zoho CRM Webforms? Currently the response is only this: <html><head><meta http-equiv="Content-Type" content="text/html; charset=UTF-8"><title>Zoho CRM - Webforms</title></head><body><script>window.location.assign("https\x3A\x2F\x2Fwww.mydomain.com\x2Fcrm_landing");</script></body></html> Thanks!
Super Admin As Modifier
Does anyone have any suggestions or recommendations on how to not display the Super Admin's name as the modifier when functions / workflows are triggered? I understand that it is not possible in the system, but I am curious how you all set it up to accomplish said requirement. Did you create another account and name it System Admin and assign the Super Admin to that? I am looking for any other suggestions. Thanks!
Undefined offset: 1
In configration array i have api base url as $configuration=array( "apiBaseUrl"=>"https://subscriptions.zoho.in/", ); also i tried with $configuration=array( "apiBaseUrl"=>"www.zohoapis.in", ) but getting same error.
Can't retrieve access token via JavaScript implicit flow
I am having problems retrieving the expected response containing the access token, using these instructions: https://www.zoho.com/accounts/protocol/oauth/js-apps/access-token.html In the responsive, I instead receive a Zoho login box that appears to want credentials. Maybe I am misunderstanding, but I was hoping to make an AJAX call to retrieve the access token, then use that token to make subsequent API calls. All this should be transparent to the user. Is this possible via JavaScript alone?
I'd like to log call summaries as notes in my accounts
I'm using RingCentral integration with ZOHO CRM. The calls are logged as activities and I would like to set up some automation to make the call summary a note on my accounts. I am not looking to do this for leads or contacts, I want the note on the account profile specifically in the note section. Any advice would be appreciated.
CRM Field
Hi, I have a form to be filled and submitted by my customers which includes a CRM field where they put their contract number and some fields a populated. But they can't input any data on this field, it looks disabled to them. Cab you help me on this? Thanks
Workflow cannot use calculated data field
Hi the problem is as follow: I have in a module a function field (Y) that calculate contract expiration day from field Z depending on field (X). Field Y output a date (Ycalculatedate=Xdate-Zdays). All works correctly in module. Now i want send mail alert when is calculated date field Y, but no way in workflow because calculated date field Y doesn't appear as control field of rule. See attached image. So simple things not possible??? Thank you
Gathering data from a database ( third party ) into the ZOHO CRM
Dear community, If I want to transfer data from my database (Third party) to my Zoho CRM data base , how do I move forward with this ? Also if I want specific parameters from the database, i.e: Name, Surname etc.. of the users, do the API get them automatically or should they be coded into the API ? I am not an API expert at all but would love to know how it functions. Thank you for your time. Regards,
CRM API Upgrade V1 to V2 - Issue with Updating Pick List
Hello, We've (almost) successfully completed our migration from the Zoho CRM API v1 to v2. The majority is working great. The only issue we are having is updating custom pick lists. Within the Accounts module, we have a custom pick list created in CRM, called Divisions. It has several values in the dropdown. If we try and update the field "Division" it returns the following (JSON) error; {"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"Division"},"message":"invalid data","status":"error"}
Add an Event Under Contact's Open Activity
I want to add an Event under a specific Contact as an open Activity. Can someone help me with the API Post request for this
Sales order list view 'Complete' Button
Hi, I have a checkbox field within the sales order form called 'complete' that I tick when the order has been fulfilled, what is the code I need to add a button on the list view page that when the order is selected, and the button is clicked, it updates the 'complete' checkbox? Thanks
Is this a possible data privacy structure??
Our team is 4 staff and 15 agents (and growing). We are a commercial real estate team, and we primarily are trying to contact owners of apartment buildings. Many (properties) to ONE (owner/contact) We have a market area that is a specific geographic area. While we are a team, and we share some information, a majority of the info from the call to the deal specifics, is private to the lead agent. The agents on are team are internally competitive and we have to keep leads private. Properties –
Can't record and use contact time zone in automated email?
Told in chat that the following obvious and basic use case isn't possible - hoping that there is a solution: * We're in TimeZoneA and have clients in other time zones * We hold training sessions with our clients * When on a phone call we set a time for the training sessions to occur by entering it into a field (as our Zoho is set for TImeZoneA, that meeting time will be stored in TImeZoneA time) With a blueprint and/or custom function we want: * an event to be scheduled in our calendar for this meeting
How do I auto populate lead info into account and membership?
I'm trying to get my lead info to auto populate when I convert lead into an account and membership. For example, I would like the email, first name, last name, and phone number to be generated without having to re input all of it each time. Thanks.
Concatenate formula
I'm trying to create a formula that concatenate the initials of the contacts name, as well as the date specified in the sales order, for example John Doe and 23/08/2022 becomes JD230822 Substring(${Sales Orders.Contacts Name}, 1,2)Dayofmonth(${Sales Orders.Date})Month(${Sales Orders.Date})Year(${Sales Orders.Date})
How can we see ALL email correspondance for contacts, not just user by user
Hi there, In the contact view we can see email correspondance with a contact, however it is separated by Zoho user and we cannot see a chronological list of all correspondace, I have to click through each of our users one by one. How can I set it to simply list all correspondance? Thanks! Nick
Outlook Plugin on UHD 4k screen problem
Just installed the Zoho CRM Outlook Plugin on a new laptop with a 4k UHD screen. The sidebar text is tiny, it looks like it's running in the screens native resolution rather than scaled like outlook and the other apps. Are these types of screens supported by the plugin? Thanks
Trying To Word over ipad
how can i modify modules on iPad? The problem is that the fields can’t be drawled to module, and there is not option to modify at the app
Date format options to include name of day
Hi. Would it be possible to have the date format options include the ability to have dates displayed with the day name & month name rahter than just the digits? You know? Monday 21st June 2010 for example At least if we could have that option in creating templates it would be handy.
Automatic Email to Deals
I'm trying to set-up a workflow with an email notification so that when a Deal's "status" is "Project Complete" the client receives a Client Survey. Is that possible? I don't see an option to select the client as the person who receives the email. Thanks.
SubForm Formula/Date Field Autoupdate
Hello, Is there a way to auto-update a date field inside a subform upon change? I tried using a formula field but it updates all the other lines as well. From: Test Date / Formula Field Test 1 11/24/2019 10:20 AM Test 2 11/23/2019 09:19 AM To: Test Date / Formula Field Test 1 Updated 11/25/2019 09:46 AM Test 2 11/23/2019 09:19 AM
Can Host My CRM on Zoho Subdomain?
Hi I am looking for help Desk CRM something like customer support page on my website can use on zoho domain for that. i am looking for 2 website 1. https://www.airlinesmap.com 2. https://airlines-help.com i am looking something like subdomain+mydomain i can host my FAQ
How to add new Line to Button Action
Hey guys, Got a very simple function that looks at an account and returns a basic stack of information for that account that we need to keep our vendor's happy. The function is simple, it goes into the Account, finds all the data and returns a string. The only issue is the "\n" (Newline) is not being encoded to <br> on when the button is actioned. I tried \r but that actually returns the string "\r". Is this a bug or is there another way to implement line breaks? accountId = accID.toLong(); rec
Deploying python crm sdk in google cloud platform(GCP)
Deploying python crm sdk in google cloud platform(GCP), not working. 1. After deployment in google cloud for client_library.log file in log folder its giving an exception called -read-only file for example Exception: [Errno 30] Read-only file system: '/20191120t105536.422578541552524233/log/client_library.log' 2. the zcrm_outhtokens.pk file data is different when we run it locally and when we deploy it google cloud and run it for example in local ->zcrm_outhtokens.pkl--file data is € •
I want check if Deals exist in another CRM ORG or not?
I want check if Deals exist in another CRM ORG or not when I input a deal. I know I can setup Custom Service connection in CRM. and write a fuction to search record. Dose there have more easy way to do that?
task
Someone knows he knows of a problem in the mobile app CRM in my case today is not showing me the tax on products
Importing Accounts
So I have a CSV of Accounts I need to import. I was able to get the account IDs for existing accounts (because some of the account names match). So now my spreadsheet has existing accounts to be updated, and new accounts. The account ID of new accounts are blank in the CSV. When I try to import this CSV, the existing accounts update, but no new accounts are created. I've tried running the import as "Both Update and Add New" and also just "Add New Accounts". But the new accounts will not add. Any
Customize Contact Role Related List
My client wants to see the State of the Contact Role in the Potential. Currently we see Contact Name, Account Name, Phone, Email and Role. Can we add another field? Doesn't seem so.
Find nearby leads
Hi, is there a function or addon available that allows the user in Zoho to simply click on a button and it shows on a map automatically the next nearby leads and their status. What do a want to achieve with this function: - Sales Rep closes a deal or sets up a meeting with a company - then has the ability to click in Zoho and it automatically shows other potential leads near the original. If possible it should allow to set the distance, i.e. 30 km - Therefore has directly the next possible leads
Methods to ensure offline CRM usage!
Hi everyone. So my team is facing this problem - due to internet connectivity issues faced by some of our users, we're having to seek out alternatives for the CRM that work offline. The best solution to this we found was the Zoho CRM Mobile App. However, this comes with one drawback - the sensitivity of our data makes it very risky to allow the Data Entry personnel to download the contents of the CRM into their mobile App. Ideally, we're looking for something that only allows Data Entry, and which
Partial phone number search is not working for Vendors and Accounts for ZOHO V2 RECORD API
I have phone number (+17202548042) saved for Vendor. When I search this vendor with following API with exact phone number, getting result. https://www.zohoapis.com/crm/v2/Vendors/search?phone=17202548042 But when searching this vendor with following API with partial phone number, not getting result. https://www.zohoapis.com/crm/v2/Vendors/search?phone=7202548042 Same type of partial search is not working for Accounts as well. But partial phone number search is working for Contacts and Leads.
How to make api connection through node js for Zoho CRM
Hi, I have tried to make an api call from Zoho Extension to Zoho CRM. But I get an error "invalid client error". Please help me to make an api call to get the details from Zoho CRM and also I'm in need of sample code for reference.
Deal stage probability
In our business each deal is unique and the probability of winning a specific deal at a particular stage is very different than winning a different deal at the same stage. I want the deal owner to be able to assign and change a deal probability based on their judgement rather than a set of mapped values. Is this possible in Zoho? HAs anyone found a good workaround?
How to change due dates on several tasks in bulk not seperately?
I'd like to change the dues dates on several tasks but don't want to do them individually. Is there a way? Thanks, Jenn
Emails sent from Zoho to clients using Outlook is crashing their outlook
I have now had multiple clients inform me that the emails we send with quotes included are crashing their outlook when they click to open the email. They then re-open outlook and they are able to open and view the email. But this happens every time they receive an email quote from us through Zoho.
2 separate Stage probability's in the Deal module
Is is possible to have 2 different stage probabilities in the deals module? We normally offer a 30 day trial of our services for our potential clients however, we're now offering a 45 day trial for one of our strategic partners clients. Both will follow different stages so they both need to be unique
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