Auto filling field value from one field to another field based on the input of a field within the same module in Zoho CRM
Namaskaram, Check this link for knowing the technique to auto fill field value from one field to another field based on the input of a field within the same module in Zoho CRM. For example, you may have two address fields as 'Temporary Address' and 'Permanent Address'. For some cases, the temporary and permanent address can be same. At that situation, you can auto fill the temporary address in permanent address by clicking the check box (Same as Temporary Address). It will reduce the time duration
Help setting up a funnel based on progress
Hello, We have set up a module within the CRM for target clients, and a picklist to indicate what stage we are at with them: 1. Not started 2. Initial contact 3. Product Demo/Training 4. Assessment/Loan request 5. Quote Based on this we want to set up
Fax Service
Are there any plans to host a fax send/receive service alongside your mail hosting service? Being able to send & receive faxes to/from Z Docs/z Mail would be most useful. Thanks Luke
Delete Widget with custom fields is Zoho CRM
Hi, I recently added a widget to my Zoho CRM, however, I made a mistake. How can I delete it? I am unable to delete in in Settings > Developer > Widgets as it is "associated with [a] component" and I cannot find any way to remove this association Th
Lead Conversion - Duplicate Record in Contacts
We have fields in our Lead records that are populated by a form. The same fields exist in our Contact records but the data may be different. When we convert Leads, if the fields in the Contact record have data the new data in the Lead record DOES NOT
When integrating Survey with CRM the Survey does not show for submitted Leads
I am testing your native integration between Survey and CRM. I have it set up so that when users submit a Survey they are created as a Lead inside the CRM. On the Lead detail page at the very bottom there is a "Zoho Survey" box where I assumed links to
HTML Editor delete and modify my code when I insert my HTML Email template
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns:v="urn:schemas-microsoft-com:vml"> <head> <title>LoanLogics</title> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="X-UA-Compatible" content="IE=edge" /> <style type="text/css"> .ExternalClass * { line-height: 100%; } </style> </head> <body style="margin: 0; padding: 0; width: 100% !important;"> <table width="100%" cellpadding="0"
Introducing CallGear, EasyPost, Shippo, Linckr and 9 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 13 more extensions for Zoho CRM in the month of July 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
How to track email activity from sent email in ZOHO CRM.
When i was using Hubspot CRM, there was a special email that was always in the BCC that tracked recipients' activity on the email like open time/date, time looking at email, links clicked etc. Is this feature available on the ZOHO CRM? I am having trouble
How Zoho enabled a smooth transition from in-person to online sales
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Sarah Dower is the Regional Sales Manager for Metagene. Metagene has been in the life
Generate a contract
Hello, Is it possible to automatically generate a contract from the information you have entered on the leads section? For example, user will enter the client information in the leads section and this information will appear on the template contract and
Non-Sales Pipelines? Better solution?
I am new to Zoho and migrating from PipeDrive, so I may be missing something obvious here. PipeDrive had unlimited pipelines, so in addition to the traditional 'sales' pipelines, we had two pipelines that were not really sales-related. In one case, we
Custom Views for Analytics Reports
Hello, Is there a way to customize the view of the tabular report that is created when we click on a graph in the Analytic section of CRM? For example, I'm in the Analytic tab here. If I click on the number "20". I get here. I only have 2 columns, my
Is there any way to create a parent/subsidiary relationship in the Leads module?
I know this exists in Accounts module, but I want it in Leads module because the lead is not an Account yet. It hasn't progressed enough to become an account. If there's no way to do this, then is there a workaround? Or is the only workaround to convert
Create Deal ID only once the record reaches a pre-defined stage
Hi, Was hoping someone can assist. We would like to create a workflow rule/function so that our deals (we have renamed them opportunities) generate a unique ID only after they reach a certain stage in the sales cycle. For instance; 1. create a deal called "Council asset repair" and set sales stage as "Notional interest" = No ID number created or shown 2. edit the sales stage of the deal to "submitted a quote or tender" = create and show a sequential ID number I have had the friendly Zoho chat people
Email Configuration For Standard Version
We have initiated a trial of the Standard version. Can we set up email integration with gmail during this trail period? I don't see the email settings under the personal settings area? Thanks!
Notes order in Canvas builder view
I'm experiencing a problem in the order of notes in Contacts with Canvas builder module view. In the standard contacts module you can choose whether ordering notes with "Recent first" or " Recent last". Once you select first or last you will see the chosen
Page Layout - Default
Is it possible to set a default layout, based on a profile? Ex: - I have a Manager profile, and Sales Rep profile. - I create a new Layout called Sales Layout, and add a custom field called 'Stage' to that layout - Under Layout Assignment, I set the 'Sales Layout' as the default for the 'Sales Rep Profile - I want Sales Reps only to see the 'Stage' field. Furthermore, whenever a Sales Rep opens a Contact record, it should always open to the 'Sales Layout'. I tried to do this, but for pre-existing
Important Update on MS Outlook Plugin using IE Browser - EOL
Hello everyone, In our previous post we had informed about the old browsers that were updated for Zoho CRM. As a result, all versions of Internet Explorer will stop working, instead Edge can be used. We hope all our users have upgraded to the new browser
Invoice Myself To Pay Salesperson Whenever a Deal Reaches a Certain Stage
We need a way of sending ourselves a purchase order automatically whenever a "Deal" reaches a stage other than "None". It's basically a reminder to pay our Sales Person who generated the Deal for the lead, and a way to track who has been paid what so
Undefined offset: 1
Before all, I have a centralized model class which has the zoho php-sdk and I have 3 more model classes that inherit from it all these work fine, but I made a new one. After I set my access token I tried to make just a "getRecords" method and I got this resoponse. { "name": "PHP Notice", "message": "Undefined offset: 1", "code": 8, "type": "yii\base\ErrorException", "file": "/var/www/html/rpc/vendor/zohocrm/php-sdk/src/com/zoho/crm/library/api/response/CommonAPIResponse.php", "line": 104, "stack-trace": [
Automatically add Prospect (lead) to Campaign
Looking for a script which will add a prospect to a specific campaign based on a field in the prospect card. Essentially, we have a field in our prospect layout called "Renewal Month" which is populated with the months of the year. I have a campaign set up for each month so I can run email marketing for each month based on a renewal timeline. So there we have 12 campaigns called January Renewals, February Renewals and so on. What I'm looking to do is have a prospect added to the campaign that is
2 Factor Authentication (2FA) for Accounts
We use additional verification for customers to be able to make changes to their account on the phone to protect the security of their account. We do this by sending an SMS with a random 6 digit code. It would be great if Zoho CRM had this future built-in
Duplicate record with function
Hi, is there a way to duplicate a record through a custom function ? (On my concern, I would like to duplicate an invoice convert from a Quote to split it in 2 different invoices). Thus, a way to convert a quote in 2 invoices would be ok two. Thanks
Code to delete a product line in product details of quote
Please provide the code to delete a product line in product details section of a quote using deluge custom function (not xml or api call). Thanks.
Option to view all emails associated with a contact, deal, etc.
My company is using Zoho CRM with the Mail add-on to pull in all of our mail and associate it with contacts. When viewing the emails associated with a contact, deal, etc., I currently have to choose which sender's emails to view. (See attached screenshot.)
Search records API: Include converted records
Hi. I was using the search records API (because I need to use criteria) and to my surprise there are some Sales Orders that have been converted to invoices that are not being returned by the API. I see that in Get Records API there is an option to recover
Zoho CRM integration in yeastar
Après l'intégration de Zoho CRM dans Yeastar, when i receive a call there is a pop up call but i can't control the call i mean i can't answer the call in zoho crm , i can't stop it, i can't do anything. what could be the problem??
Who_Id in Activities
Hi there, I get fields for creating activities from Zoho CRM API. Then, It is returned "Who_Id" text of which is "Contact Name". But, the type of "Who_Id" is bigint. When I see this text "Contact Name", I write a name generally. But, I get an error that
Zoho Finance Bug: Subject line in Safari expands to the full height of the page
In Safari when creating / editing an Estimate, the Subject line height expands to the full height of the page. If you type something into the subject line then it reverts back to the correct size. It's fine in Chrome. See below...
Tracking customer leads through to B2B partner affiliate link
I am looking to capture affiliate leads from a webform (wordpress) into Zoho CRM in the below workflow 1. customer lands on my homepage 2. customer adds contact details via form capture page 3. customer compares B2B suppliers on comparison list page 4.
Mandatory fields (not mandatory but a reminder if empty)
I was just curious if there was a way to have a pop up reminder if a field is empty? (any time an account record is saved for instance) I don't want it to be mandatory because the field needs to be filled out later in the process, not when the record is first created in the database. So it would need to just be a 'reminder' of sorts so that it gets filled in. Thanks for the help! Aaron
Calendar view for custom Datetime fields
So we have custom datetime fields that denote the days our staff members should call clients. These are stored in different modules called things like "Meetings". On the home page of our employees, we'd like this visually represented in the form a calendar,
Subforms? Customizing Record Detail Page Using Canvas Builder
When using the new Zoho Record Detail Canvas Builder I'm not seeing a place to pull in my Subform from my Record. Am I missing something or is that not possible? If not possible now, I really think that needs to be added in the next build to fully use
Custom Module and Dropbox
Does anyone know how to integrate Dropbox with a custom module. I have a module called "Buildings" and I'd like to have Zoho create a folder in Dropbox for those buildings just like it would for Accounts and Contacts. Can't figure out how to get that
Looking for Zoho One Consultant (agency or freelance) US-based for contract work for CRM
Hi! I'm looking for a US-based consultant that can do basic startup implementation for Zoho One suite. Specifically right now the help I need is around CRM and getting basic processes with forecasting and closed sale reporting that incorporates recurring
Using 3rd party API for Zoho CRM integration
Does anyone have experience with using 3rd party APIs for Zoho CRM development? I'm building an external application that needs to connect to my clients' multiple resources, including Zoho. The unified approach is attractive, but I'm concerned about performance
Lost data in conversion process
Hello, I'm facng a problem because one of our users made a mistake while converting a lead, he didn't click the check box to create a deal, so he only created a contact and the other information was lost, is there any way to get back the data or prevent
Associate Existing Product to a Vendor
I see how I can create a Product within a Vendor's record but how do I associate a Vendor to an existing Product? The Vendor Name field is visible on the standard Product view but there doesn't appear to be a way for me to populate this. Thanks. - B
Add Invoice CRM API
Hey guys, There seems to be very little documentation about inserting invoice through API in ZOho CRM. I am trying to push this data: $fields['data'][0]= array( "Subject"=>"Development Work", "Invoice Date"=>date('Y-m-d'), "Account Name"=>'NetON
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