Products to a potential
How do I use the "Products" section under the potential. I use and administer ZOHO for a sales team of 20 people and have been unable to understand what "Product" does under the potential. I do not see where this ties to anything. What am I missi
Why has it been 3 days without support for failed Mass Email and a failed EMail Relay?
3 days we have been waiting for this to be resolved. No Mass EMail and the EMail Relay fails. AND we have received the EXACT SAME FORM LETTER REPLY with Zero solution. What is happening there? Is ZOHO swirling the drain? We have since had other modules
Extension Pointers for Integrating Zoho CRM with Zoho services #1: Registering the Zoho service and getting credentials to create a connection
Integrating and connecting different applications used for business solutions enables the user to manage all their work from a single location. In this series, we'll look at how you can use an extension to connect Zoho CRM to other Zoho services and establish
Best Telephony Integration for New Zealand?
What voip do people use in New Zealand?
No email template statistics
Hi all After successfully creating a few Lead email templates and using them for a couple of months now, I would like to check the statistics, like opening rate or click rate. My problem is, there are non! Not even the count is correct. Of maybe 50 emails
I want to some modification in Calls According to customer requirement.
I want create new section in Call form and also want to create same field in with the same in two different section. For example:- I have to create Call_End_time in Calls from in reason for outgoing calls section and also create reason for incoming section
RingCentral Video Invite
Can this please be fixed with urgency? Should be a quick fix - just an internal email template problem. The RingCentral meeting integration has an issue. The meeting invite email is not including the necessary PIN (meeting ID) information in the One-Tap
Field is not updating
Hi I have written the below code that will update a field with the remaining months left in a contract. Within Deluge i can get it to work correctly, I dont seem to be able to get the value to update in the neccassary field though. What am I missing in
Leads v Potentials
How are people using leads vs. potentials? Is "potential" a qualified lead? Otherwise they seem the same to me. Also, when I close a lead (won or lost) how do I disposition it so it no longer shows on the leads page? Thx!
iam-security-error
A button function, previously working just fine, has suddenly stopped working. The function fetches and opens the url of a related record in a new window. Syntax is; rec = zoho.crm.getRecordById("Deals",recId); relRecId = rec.get("Lender").get("id");
How to automatically send an email to a contact when a contact is created or updated?
Hello, After searching for 2 hours and not finding a clear, straight answer, I thought I would ask : How do I start a workflow that sends an email when a contact is create or a certain field is updated? I can't seem to find a solution that does something
serialised products
Hi We need to add products with serial numbers to our client accounts but the products module does not support serialised items. I understand we can create an autonumber field but this will mean we have to re-create the same products over and over again, which is not a workable solution when you are talking about 1000's of products We need the ability to use the same product type and just add the serial number to create a unique record. Is there no way that CRM can support this! Been told the usual
Should Territory be assigned to a new account created via the API?
If I create an account manually, the territory rules are run automatically and the new account is assigned to a territory. However, if I create an account via the Zoho API, the territory rules are not run automatically. Is there any way to specify that
Sms to Italy
Hello, I can't find services to send and receive sms from Italy. Can you help us? Thank you!
Switched to NewZohoOne -> can't read emails in CRM
Hi, switched to the new version 2 days ago and since then I can't open any sent or received emails within CRM. I can send a new mail within CRM. I've connected my gmail account. So the mail will be sent out, but as soon as I try to open the previously
Workflow Breaking
I am making some workflows and ended up with the following problem. Every time I want to make a workflow based on certain trigger - it breaks. Trigger is Date / Time - Change Log Time Set up is On Change Log Time Condition is Last Activity is Age > 30
Setting up Todays date in a template in ZOHO CRM
I'd like to have at the beginning of my templates to show todays date. Trying to either setup a field in leads module to accomplish this via mail merge or unless there's an easier way.. I have a formula field setup containing Now() but it doesn't pull
Call Standalone Function in Sandbox via REST API
Hi, I'm unable to call custom standalone functions in Sandbox. I receive an OAUTH_SCOPE_MISMATCH error every time. I've tried all the scopes I know of, but no luck. Is there a complete list of scopes I can view? Are there any Sandbox specific scopes that
Deals related to Vendors?
We have a lookup field in "Deals" that is part of a Sub-Form. We basically link a couple of vendors to each "deal". We don't always link contacts from that vendor. However, we can't go to the vendor and see which deals have been linked to the vendors
Can't login in Zoho CRM Outlook Plugin
I'm using Outlook 2010 32 bit, and in the last 2 days i haven't been able to login in the outlook plugin with my Zoho CRM Credentials. I haven't changed my password and was working before. Only recently changes in my system were 1 - installing a service pack for office 2010 and 2-installing windows 8.1 preview. Any help would be appreciated.
Improving Card Scanner results
Hello. We have tried the Card Scanner Android app but the results have not been very positive. It works fine with very simple cards (black on white), but fails quite a lot if the card doesn't have a very simple design. Besides that, the app struggles
Trouble with Custom Signature in a Template
I have a custom signature that I created for everyone in my company. When sending a quote through CRM, I have a custom template that pulls info from the account so we don't have to recreate the wheel every time we quote someone. When I don't use template
Can I replicate this look in a layout or canvas?
If possible, it would be nice to be able to just customize the "List" layout to look like this. Is there some code I can put to do what I would like to do here? Or do I have to use a Canvas to achieve this? For example, I would like to look at my field
How to link Contact information (main contact) to the Account module
Hello, My company uses one field to flag a contact as a main contact, usually for price communication. I want to check if some accounts are missing a contact with ''main contact'' ticked. This would mean that we do not select them during corporate messages
Deluge script to flag duplicates
Hi, I can't enable email as a unique field since there is a use case where there can be two leads for the same person e.g. buying two different services that require different workflows to happen at different times. But we get a lot of repeat inquiries
Creating a Dialog box with two fields to fill once the Stage of the deal is changed to certain values.
Hi there Zoho community, Appreciate your help. Let me present my problem at this point. We want to enable a dialog box whenever the stage within the Deals module is changed to Closed Lost (which has 3 variations). In that case, we would like to create
Creating Quotes for Leads
Hi all, I'm using CRM and Books, with CRM acting a both a CRM and a booking system. Creator is involved as a calendar for the booking system. Our qualification process invovles giving a list of items which together is a servies we offer. Giving the a
Contact Module Custom Columns?
Is it possible to add custom columns to the contacts module in the overview screen? I have some custom fields assigned, but they are not showing up in the manage columns screen? Any ideas?
Field Updates for a field that the user does not have permission to update
We have an environment where we have locked out the user ability to update the ownership of record. We put a blueprint in place that part of the process the record ownership transitions from a business development to account management and so the transition
CRM - Deluge - For each record
Hey am not sure how I would write this script below: This is for Schedule Function. API names Module: Leads Field: Sched For each record that Sched == “AA” && zoho.currentdate == 10/10/2021 THEN Update Sched == “ ”(empty) For each record that Sched
How can I copy the Billing address from Account to Contact?
Is there a way to copy automatically the address from an account to a new contact of that specific account? Or do I have to re-type every time the address into the new account? thanks for your help
How to generate Queue system in CRM.?
Hello Every one.. I want to generate queue system in CRM, once the customer get the email notification of the total price after that there will be number generate which indicate on which which counter you have to go and submit the price ( like in bank
Zoho Finance Limitations 2.0 #13: You can't search the list of Customer Addresses... you have to scroll through the whole list (all 200 of them)
We have accounts with multiple addresses. Many of them have 40 - 60 addresses while some have close to 200 addresses. In books - Just click change address and search... easy - In CRM Finance you have to scroll through the huge list and to find the address.
How to Customize CRM to have People (Non-Leads being Pursued on Multichannel), Leads (People w/ a Need or Interest), and Clients? C
I am building out the CRM for a small retail leasing company in NYC and anyone who owns a building or a business with retail space is my market. Half of our sales tasks are spent turning them into leads. If successful they sign an exclusive and become
White Label Zoho CRM
Hi, Is it possible that I can white label the Zoho CRMs like I have custom URLs and all? Regards, Sanjay
Fill values from account when selected
Is there any way to fill values into a new item (Quote, Deal, Sales_Order, etc.) when the Account is changed. I've tried using workflow rules, but they don't seem to be working the way I'd expect. And I can't find any sort of equivalent of the creator
Create deal via API
Hello! I try create deal via API. I recive access_token and put it in this code: public function insert(){ $access_token = '1000.917e9c46e56677a285f4ac1b3f6d4298.ce3f663d3546f947b02583149a941b55'; $post_data = [ 'data'
Meetup Snippets 03 - 'Using multiple Apps in Zoho One' by Tiffany & Mike
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The third snippet in this series is from Austin ZUG April 2021 meetup, features Tiffany Stillwell, Austin ZUG Leader, and Mike Heaviland, walking
Trying to create a custom function that creates a sales order in zoho books after its created and approved in zoho crm
tried to use the code below to create sales order in zoho books after its created and approved in zoho crm but am getting the error //error Failed to save the function Not able to find 'getRecordsByID' function Line Number: 3 salesorderID =salesorder.get("salesorder_id");
Is it possible to use searchRecords to search a subform on a module?
I am trying to use .searchRecords to access a field in a subform on a module. The name of the custom module I'm searching is "Residual_Purchases" and the subform APi name is "Affected_Accounts". I've tried using both the API name of the subform, and
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