Showing only some of the records in a lookup field choice list
i need to be able to filter a Zoho CRM Lookup Field. For example, when choosing a campaign source for my deal, I want to be able to choose only from active deals, or any other criteria, that I place. Also, similar to what you've built for the ContactFilter on a lookup field
Hi Support I have a lookup field called "Agent" in my potentials module. When I click it, it displays a list of agents defined (agent is another custom module). I want to be able to add a boolean active/inactive to the agent module and have this lookupAutomate Territory Creation and management
Hi Guys, We have our custom portal where depending upon an action we want to create a territory (based on roles or from scratch), assign to user(s) and set up rules on basis of lead module. I have checked the API documentation link and cannot find anyCreate a Potential Deal when new product is created
Hi, I need to create a Potential Deal every time a new product is created. Name of Product = Potential Name Price of Product = Amount Deal I would need a custom function, to be activated with automatic workflow rules. Any help please! Thank you!What happens with the email in the CRM when a user leaves the company and their email address gets deleted?
Hi ZCommunity, We are currently managing our email from GMail, as we havent been able to transfer to Zoho Mail yet due to some issues in deliverability and emails going often to spam. The emails are connected to Zoho CRM through IMAP. I want to know whatView of all Leads (+converted)
Hi, Is there a View of all Leads this month includung converted? If not how can I create one? ThanksButton to convert Contacts to a Custom Module while assigning it to a lookup field
Hi eveyone! I have created a workflow in our Contacts module (which was renamed to 'Students') so we can create a file in the custom module 'Students Contracts', which is related to that student. However, seems like there's an easier way to convertUpdate a date field using a function
Hello all, My sales team wanted me to create a button in order to log calls easily. Now my function works fine, but they want me to add couple of lines so a specific date field would be filled automatically after the activity is created. Note that theEmail templates on CRM won't allow editing - gives error message: "Only 200,000 Characters allowed in Email"
The message clearly has less than 200,000 characters. It has a Pdf attachment that is 2MB. I create the template and it works perfectly but as soon as I want to make a small change to the template I get that error message. This is the message: Hi ${Leads.FirstBelieve Workflows don't execute on more than 3000 records
Hello, According to this help page: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules#Execute_Based_on_Date_or_Date_Time_Fields_Value "You can set an activity to recur every monthsync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.Can I remove TAX on an individual quote
I can configure the tax on the products that I add, but for one particular quote I need to remove the tax for the line item. Does anyone have any clever ideas on how I can do this without creating a new product?Create Quote from Deal. Unable to copy Data in Custom Filed in Quote Product Details (Subform). Function work for all other Fields but Custom Filed is Blank
hi I am Creating Quote from Deal using Deluge Code in Button Function. The Quote is getting created, there is no problem, all fields are getting populated. my problem: I have a custom Filed in the Quote page under Product Details (Subform). This customFunction-26: Update information between two modules via Lookup fields.
Welcome back everyone! Last week, we learnt how to populate the Amount field in a Deal by calculating the number of products and its unit price. This week, let's look at a custom function that updates information between two modules via Lookup fields. Business scenario: Quotes are binding agreements between a customer and a vendor, to deliver the requested products to the customer within a specified time-frame at a predefined price. Your customers can place orders within a stipulated period (validityCan a workflow create a Meeting in CRM?
Hi, I am looking for a workflow to create a meeting when there is a specific field update in the deal module. Tasks are created as an instant action, but is it possible to create a meeting? Thank youhow to follow 2 email-addresses in CRM
I have 2 mail-addresses from which I send mails to my customers. This is because I have one email from my franchise-company and one email from my company. For registering and for the setup I had to use my own address because there I only have the controlFunction only works when record is updated manually
I have been creating a function to update a datetime field on the Supplier (Vendor) when a field is updated on the Contact. If I manually change the field all works fine, but if the record is updated by a workflow or function nothing happens. This isCan't set conditional layout rule on lookup field in Zoho CRM
Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted withZoho CRM Image Mail Merge into Quote Template
Hi , I’ve been waiting for this Feature for the Image Mail Merge Field into the Quote template for a very long time, probably over 2 years I would say if the Contact Image field and product image field can be mail merged into the Zoho quotes then whySending Emails Through Zoho CRM
Hi We send some emails to clients through Zoho CRM. We usually send them from our email account, however, I would prefer to send some from our no-reply email or our contacts email account. However, when I select these emails I get a message that saysZoho CRM Attachment download api not working(API Version 2)
Hi, I've tried following api to download attachment. And I couldn't download. I'm using Okhttpclient for downloading attachment and I got -1 as content-length. I've tried in CUrl too. But, not downloading. curl "https://www.zohoapis.com/crm/v2/Contacts/2847269000000505009/Attachments/2847269000000766005" -X GET -H "Authorization: Zoho-oauthtoken myauthtoken" In postman tool too, this is not working. I got 204 NO CONTENT error in postman tool. Please help and let me know Am I missing anything?. Thanks,Is there a way to copy custom fields to other modules after creation - i.e Also create for?
Is there a way to copy custom fields to other modules 'after' creation - i.e 'Also create for'?Is it possible to automatically create a lead or deal through calendar booking?
Hello there!! Is there any way in calendar bookings when someone asks for an appointment then to automatically generate a lead or deal in CRM? I know that the system generates a record in the Activities module. I also think that the Zoho Bookings applicationCRM Leads open in a new Tab, can this be changed?
Hi there, I am currently using Zoho CRM and when I click on a Lead Record from within a report the Lead Screen opens in a new Tab in my browser. Is there any way at all to get the Lead Screen to open in the existing Tab? I am ending up with numerous Tabs open when navigating the system and it's a bit of a nightmare!?! Any help would be appreciated. Jon.Zoho CRM Module Icons?
Where can I get the images for the various modules like Leads, Accounts, Contacts that show up in activities Related To field? Thanks, GlennAssociate Multiple Contacts to a Deal
Hello, A very important feature we are requesting is to be able to have more than one contact on a deal so that we are easily able to link multiple emails from multiple contacts the deal. The emails associated with the contact show the emails from theMails to Deals
Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is veryCalculating Lead Age Custom field creation
Hi, I'm trying to calculate the age of the lead using the formula Datecomp(Now,${Leads.Created Time}) But doesn't work out. No values are calculated. Am i doing something wrong? Has anyone done it before?Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] How many of you have waitedZoho CRM Lead recognition and association with existing contact is broken
Zoho would normally generate a new lead from an activity, such as a website visit or chat, if there a contact (by name/email) did not exist in the CRM. If the contact existed then the activity would be added to the record. However, I have noticed thatIMAP not fetching archived mails
Hello, I suppose that archiving emails is a pretty standard way of keeping your inbox clutter free. Manually moving mails from your inbox to designated folders belongs to the past, since you nowadays just simply archive the mail. I was therefor prettyTelephony Recommendations
Hi all Does anyone have any recommendations for telephony providers that can integrate properly with custom modules in CRM? We are UK based and need both physical phones and soft phones. Help greatly appreciated. Kind regards MattGetting SSL certificate problem in Zoho API EU Domain while other domain (COM, IN) are working fine.
Hi, We have multiple Zoho clients (COM, IN, EU) from different regions, where we sync data from their other sources to their Zoho CRM. All API is working perfectly till 11/20/2021. But now only EU domain API (https://www.zohoapis.eu/crm/v2/Sales_Orders)Updating subform lookup field with function
I need help programming a function to update certain subform fields with other subform fields in the same subform. I want to be able to publicly post a Zoho Form on my site for prospective customers to fill out that includes a Zoho CRM-linked subform.How do you associate a lead with a territory?
Hi guys, I don't see an option to associate a lead with a territory. There are options for contacts, accounts and potentials but not for leads. Is there a rationale behind this? I also note that there is no capacity to mass assign Contacts or Potentials to a territory, only Accounts. I understand that generally a Contact/Potential would be linked to an Account but what do you do if the client has already imported in a bunch of contacts without a territory?Zoho CRM in Microsoft Power Automate Custom Data Connector
Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.Change eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, JuergSorry! We're unable to create a Sandbox account for this email address r****n@f***h.**. Please contact us at support@zohocrm.com for further assistance.
im getting this message what's the issue Sorry! We're unable to create a Sandbox account for this email address r****n@f***h.**. Please contact us at support(at)zohocrm(dot)com for further assistance.Relate Zoho Account id to AccountId in my web app DB
When using API and creating an Account (or any other record in any module), I know there is a way to get the newly created id and save it to my DB. But is there an opposite direction -- pass the account id (generated on my side) to the newly created Account?How to add ( show ) the "Send Email" button for Deals module ?
Hello, I need the send Email button to be shown in Deal Module. any idea how to do this ? thanksNext Page
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Zoho CRM gets a new email compose and lot more
Dear Customers, [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused] How many of you have waitedChange in the pricing of CRM Portals
Hello everyone, We have revised the pricing of portals. According to the new pricing model: Minimum portal users: Earlier the minimum number of users in a portal was 50, now we have reduced it to 1. Refer to the table below for pricing of additional portals: Earlier Now 51 to 100 users - $12/user/month 1 to 1000 - $10/user/month. 100 users and above - $10/user/month 1001 to 10000 - $8/user/month (applicable only from 1001 user) 10001 and above - $5/ user/month (applicable only from 10001Introducing portals for trial editions, allowing bulk operations, option to remove users, and more
Hello everyone, Portals has provided admins an avenue to let their customers, stakeholders, partners and others access CRM modules and data as required for their business. To enhance user experience and provide ease of working we have brought-in the followingIntroducing Slidecast, Acefone SMS, LogixOne, ON24, and 12 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 9 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpIntroducing Common Deployment Logs in Sandbox
Dear All, Greetings! Following our latest update about multiple sandbox environment, we are glad to present to you, two new enhancements - Common deployment logs and a UI change in the edit sandbox settings. Sandbox is a testing environment that simulates
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CRM NOT loading
CRM is not loading at all. It was working and now it is just a blank screen with ZOHO CRM in the centerUpdate a related record
We have added an "On Behalf Of" field (lookup field to Accounts) to the Sales order for Agencies or Head offices that are booking on behalf of one of their clients or child companies. However, we're using canvas to only show the related records on theSetting an extension field as mandatory
How do you set a field added to the CRM by an extension as mandatory?Updating subform lookup field with function
I need help programming a function to update certain subform fields with other subform fields in the same subform. I want to be able to publicly post a Zoho Form on my site for prospective customers to fill out that includes a Zoho CRM-linked subform.Deals Module - Open/Closed activities
My Deals Module layout/format in the Open & Closed Activities section had a new look today. (See below) Did Zoho make a change? Previously, I could see the Task info horizontally across the page with more details. As a result, I did not have to open
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Extension pointers: Working with widgets to power up extension capabilities (Part-3)
Widgets are useful for exchanging data between the third-party applications and Zoho CRM, as well as for displaying the data on a customized basis within Zoho CRM. They let you create customized UI interfaces that allow the data to be showcased throughZoho CRM Segmentation FAQ - Post your questions
Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentationIntroducing Common Deployment Logs in Sandbox
Dear All, Greetings! Following our latest update about multiple sandbox environment, we are glad to present to you, two new enhancements - Common deployment logs and a UI change in the edit sandbox settings. Sandbox is a testing environment that simulatesGamescope 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 30thCanvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
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