Email Parser refusing to create record
Hi there, Ive created a email parser rule with this layout which was working for a day but all of a sudden after the weekends, the rule stopped functioning and every record after kept failing to create. example of email that is rejected below is my parser
Stopping Scheduled Actions From Workflows
Any idea who this can be done? Is it done automatically? I can't find anything in Zoho explaining.
Custom Function for a new Field (combination of two existing fields)
I have a custom module Eurotax API Eurotax This module contains 2 fields: 1: EUROTAX, API Name EUROTAX, Data Type Number 2: ROK, API Name ROK, Data Type Pick List I need to add a new field (for example Field3) that will be the combination of the values
Edit / Modify system generated emails
Hi, System generated emails are great and are very helpful (tasks, etc). Why not allow us the ability to edit them? add/remove/reorder/reposition fields? I'm referring to emails sent from systemgenerated@zohocrm.com BTW - There's an old thread about this
GetRecords.py UNABLE to PARSE DATA
Hello, I am trying to follow the GetRecords.py sample but I am getting a Status Code: 400 Status: error Code: UNABLE_TO_PARSE_DATA_TYPE Details Message: either the request body or parameters is in wrong format Any thoughts on how to fix this?
python Message: invalid external fields in header
Hello, I am trying to follow the GetRecord.py sample and put in my record ID from my URL and I am getting this error: Status Code: 400 Status: error Code: INVALID_DATA Details Message: invalid external fields in header Thanks for any help. I've double
Ability to Change Custom View After Cadence Creation
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is
in zoho crm, client portal, how to only show the active products?
in zoho crm, client portal, how to only show the active products?Thanks
Zoho CRM function invoked by REST API Key does not receive a POSTed payload from Zoho Sign's webhook feature
Posting a payload to the URL of the API Key invokes my function, but I can't access the POSTed payload data inside my function. I have confirmed that a payload is being POSTed correctly by testing with my own hosted webhook. I have tried receiving the
Zoho CRM - Create Report out of a Graph
Hello, I created two graphs that measure the weekly sales activities on the basis of messages send on LinkedIn (we are using a third party tool that saves all LinkedIn messages automatically as a note). The graphs and the corresponding settings look like
Possible to configure such that users can only delete their own records?
I want to configure the system such that non-Admin users can only delete their own records. Is it possible to do this? I have been fiddling around with Profile settings and Data Sharing settings but the results seem to be inconsistent. I had: enabled
Kaizen #175 - Leverage Settings Widget for Zoho CRM Extensions
Howdy, innovators! Welcome back to a fresh week of Kaizen. This week, we will delve into configuring a Settings widget in Zoho CRM for the effective functioning of extensions. It centralizes around key configurations that will be carried out to various
Records that are in the trash are counted in the reports.
Hello community, after intensive investigation by support, we have noticed that when we relate records through a lookup field, if we delete records from the child module they will be counted when generating a report from both modules. See the case below:
Controlling the layout view for profiles
Is there a way to control which layout a user sees for contacts which is based on his CRM profile?
Layout Permissions
I have layout that I need only once role/user to access I have made sure the user does not have permission to the other layout I do not want them to see. However, they can still see all the other records. Please help I need this solved ASAP.
Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions
#CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho
Zoho Books Estimate to Zoho CRM quote?
I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from
How do I stop systemgenerated@zohocrm.com emails
How can I stop Free CRM to send emails when a possible client turns into client. the emails are flooding my inbox
Can't insert email template
Hi there, When I click on a contact and select Send Email, I would like to be able to insert an email template. I have created an email template in Setup> Customization> Templates however this option is not availabe when I click Insert Template. I am
Open a report and filter it based on my current module selection
I am looking to take a report that I have created and use a button in my custom module to open that report and have it filter down to the data from the account selected in the custom module.
Form not getting attached
After form submission by the user, its not getting attached with the lead. And record not updated.
InvokeURL request does not return entire date range
In a certain function, invokeURL is called to return all scheduled meetings in the current month. However it only returns meetings up to zoho.currenttime. I've verified "start" and "monthend' variables return the expected values using our January data.
Formula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
Change Home Page Component size
I have added a "simple" search kiosk to my home page but it takes up a lot of screen real estate. How can I reduce the size of that component so that I can get my screen real estate back.
Gamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
Zoho CRM Quotes module or Zoho Books quotes As a Data Source
Hi, Since there has not been any improvement in Zoho CRM or Books Line items management, i wonder if i Zoho Writer is going to add the following feature : - zoho books data source - zoho crm Quotes source
Changing Default Email view
Hello! In the CRM, the default view of Emails in Deals its the Deals itself. It is handy that one can change it to see Emails associated to the Contact associated to the Deal. This is the way we will mostly operate. Is there a way to set this behaviour
Api Integration
We are not able to do twilio WhatsApp call or SMS with Zoho.
Undo the recent mass update done
Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgently
How to show related lists of a field in another look up field
Hi team, We currently have lookup fields of accounts in deals and products module. This creates related lists in account for deals and products. I also have another module - company, the accounts module has a look up in accounts. which has created a related
How can I add an element to a specific array position in a list of arrays?
I have a list of event records that I am de-duplicating. Each record contains a title, a date, and an alphanumeric ID (needed for an external function). I wish to deduplicate records based on the combo of Title and Date only, because the ID will always
See more information of records of related lists
Hey, we need a way to see more information for every record inside of a related list. Only columns are not enough. We need a section for every connected record where we can show data, maybe even subforms.
CRM deals help!
We are using Zoho to track the sale of digital products. The way they are purchased is that the user of our website (the purchaser) goes into their account and 'raises' a deal. This is classed as a 'draft purchase' and we have changed the probability
Zoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?
How i can move the records from blueprint A (inactive) to new blueprint B (Active)
Hi team I have a question, I just generated a clone blueprint (A) which I left active, and the original blueprint (B) deactivated it, well, I need to move the records from (A) to (B), is there any way to do it? Regards, Pablo
IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM
Shout out Canvas!
If anyone has not used Canvas designs, please watch this video. The canvas team have been really amazing to help us get to this result. This makes training teams so much easier! I'd much rather build a canvas design than write user guide documentation.
Email Alerts for Schedule Failures in Zoho CRM
Hi, I hope this message finds you well. Currently, when a schedule fails, there is no automated way to notify us via email about the failure. This makes it difficult to promptly address the issue as it requires manual monitoring to identify and resolve
Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM
Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date. Custom repeat types can be configured
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