Refresh Page Or View After Workflow-Triggered Rule // quoted items
Hi, The field that were updated through a worklow rule are screen updated automatically.. BUT, it seems the quoted items lines aren't. Is this correct? If yes, is there a way to refresh the page? Thanks
How to deal with Credit Notes in Zoho CRM
Anyone have a nice method for dealing this within CRM? You can invoice from it, but no Credit Note facility.
how to convert amount to letters in quotes & invoices
Hello, it seems impossible to display the total amount of a quote or invoice into letters ! So here you are a script that can do this for FRENCH amount to letters, it supports French /swiss french / belgium french variants. Hope you can do something to
Add Webhook with several parameters to function in Zoho CRM
Hello, I was trying to send a webhook with several parameters within a function in Zoho CRM (via Workflow rule). I tried to do this with this code, but it returns an error: Error due to - 'Internal Exception' Line Number:5 urlData = "https://hooks.zapier.com/hooks/catch/XXXXXXXXXX";
How do I add multiple follow ups to a contact?
I'd like to use activities to create sequences. For example: Day 1 - email Day 3 - add on LinkedIn Day6 - msg on LinkedIn if added Day 9 - Follow up email etc... I want to do this in CRM specifically. Is it possible to bulk create these activities for
Sales Order is delivered when converting to invoice
Hi, When using the function "convert to invoice" in the Sales Order, once the Invoice is created the Sales Order changes it's Status to "Delivered". IDK if this is normal behaviour or I'm doing something wrong here, but I would like the sales order to
Quoting for Upfront & Monthly prices
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add the custom (recurring price) fields in and show them on the quote pdf but I can't show separate totals for both my upfront costs and my recurring monthly costs. Surely, there must be someone out there that has managed to achieve this, one way or another?? I don't think I am the only business using
Wordpress HTTP request for insert the form data in Zoho CRM as Leads.
I am making a WP plugin there I used a form, where I will input data , I want to show all data in Zoho CRM . What is the HTTP request structure??
Zoho Crm and Zoho Books Integration Problem
I integrated Zoho CRM and Zoho Books each other as two-side sync. I have synced Vendors, Contacts, Products, Invoices, Sales Orders and Purchase Orders modules in CRM with Customers, Items, Vendors,Sales Orders, Invoices, Purchase Orders in Zoho Books. I
We might need a conditional formatting field?
We have created a section in the leads module called XYZ this section has several fields; four (4) Pick List Fields and four (5) Multi-Line fields. We want Each Pick Option within the field to have a weighted value that we can later sum. For example Our
Calendly/Zoho CRM Sync
Hi Everyone, We currently use Calendly for our customers to schedule appointments with our sales team. The Calendly events are set up in an event where the appointment owner is chosen in a round robin basis to make it fair. When we turned on teh Zoho sync, I see that the events are passing throughto the CRM, however, the appointments that are being set are not with the contact owner. Is there any way to fix this?
Auto-populate Preferred Name from First Name if preferred name is empty
Hi, We want to add a preferred name field to the contacts in Zoho CRM, and use it as our "default" name field when sending emails. So we can do this, we want to ensure that preferred name is always captured. I know we could do this by making it mandatory, but I'd like to prefill it with the first name if preferred name is empty. Does anyone know how to write a function for this? Thanks Luke
Unable to map CRM task to a record
Use case: I want to programatically create a call for a given Contact (has a record id) and at the same time, the call is related to a Deal (another record id). This is easily possible when creating such task in the CRM UI. It should be possible programatically
Automating Emails About Subscription Expiration
Hi All, I need some help thinking through a solution and using the proper tools available through ZoHo. Our product is an annual subscription that an organization buys. We'd like to automate subscription expiration emails to go out to customers to remind
Preventing downloading of data
How do we prevent the download of data specially candidates section by all roles other than the Administrator?? I have a standard plan right now..
Adwords information not working
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM. The documentation said after passing the GCLID it takes 24 hours to populate the data but cannot get the data even after 3 days.
Deal Field values copied into Project custom module
I'm struggling with this: I have a Deal field called 'Service' I have a custom module 'Project' field name 'Service' When a Deal is created or edited, I want to copy the value from Deal module Service to Project module Service. I found a function, but
Zoho CRM - Finance Integration
Hello, I'm trying to use the Zoho CRM and Zoho Finance integration, but am unable to actually view the invoices when I click on the Zoho Finance module. In my Zoho Books, I have 22 invoices for testing, and can see "22 Records", but no matter what I filter
The Zoho CRM Webform does not display on my website correctly
Hi, I added the embed code to my Webflow website and the form if functioning correctly but does not display correctly when I change the setting to be left-aligned. It shows as top aligned. Clearing the cache does not work. Can you please have a look and
export more than 2000 leads
When trying to export my leads, I only get first 2000 records in XLS file. How can one export all data? Rob
Workflow rule for new call activity only
Setting up a new workflow rule for NEW calls only, there is a 'created or modified' option available. This suggests it would trigger the action for both new and update events? I think there used to be an option for created items only. When running tests,
Bulk Read Job - Export Pick List Reference Values?
In the csv file of a bulk read job the exported value is the "Pick List Option" value. Is it possible to get the "Reference Value" in the export?
Zoho CRM Reports contain Duplicate Records
A number of the reports generated in our CRM now contain duplicate records. I have verified that it is the exact same record appearing twice, not a duplicate or copied record. In a Potentials report, several of the reports contain multiple records that appear twice, but not all records appear twice. The data is skewed and I need resolution for this issue. Please advise.
Exporting Contacts as vCards
Hey guys, I want to export some of my Contacts to outlook as a backup. I think that i need to export them in .vcf but I'm not a 100% sure. Is this the only way to do it and, if so, do you guys know how?
How do i clear autoassigned territories?
I have noticed that if an account changes country and moves from one territory to another, the old territory is still assigned? how do i get rid of this old assignment? Stuart
Sync Zoho CRM contacts with mobile phone
Is there a way to sync Zoho CRm contacts to a mobile phone? I'm trying to understand if it makes sense to use Zoho as a single contact repository but if I can't access these contacts using the mobile phone (android) native dialer, then it is no use as
Copy or clone a Blueprint?
Hello, Is it possible to clone a blueprint please? If not, it does seem like a much needed feature. Simon
Converting from salesforce.com
I am thinking of moving from salesforce.com to zoho crm... I can not figure out how to import with the account/contact relationship intact. Has anyone any advice?
When sending email through MASS EMAIL , emails are not receiving and it is showing 0/100 % sent
I send email through 1 contact for testing purpose from MASS EMAIL and selected the template and sent the email but It has been more then an hour email is not received. Kindly let me know what is the issue but when I send email directly from lead the
Copying email from account email field to custom module
Hi, I have a custom module called Sage Invoices that's being fed invoice information via API from a third-party application. I need to copy the email from the custom email field in the accounts module over to the email field in the Sage Invoices module
Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks
Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy. You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalities
Functions using Contact Roles and Mass Association/Disassociation
This is a two-fold question related to Contact/Customer Roles in relationship to Potentials. 1. Is the Customer Role available to use in functions? If so, how do you call that field (or what is its API name?) 2. Is there a way to mass associate/disassociate
Contacts not being pushed to Gmail
I have set up integration between Zoho and Gmail. I have 18 users, 17 are working, 1 is not. Only a very small fraction (less than 1%) of our contacts is being sync'ed to this person's email account. We have reset everything and it does not improve.
If no reply from lead, send automated follow-up email using the same email thread
Hello, I want to contact my leads, but if they do not reply in X days I want to send an automated follow-up email. But the email should be sent as a "reply" to the original email so that it stays in the same email thread, which helps the recipient know
Transferring Attachments from Lead to Account, not Contact
When I convert Leads to Accounts and Contacts the attachments end up with the Contact. How do I have them attached to the Account? For example, it makes more sense to have a contract assigned to an account than a contact.
Lead History/Timeline
There is a timeline feature which shows lead history including when a lead is changed from one user to another. Is there a way to delete that on a lead?
Leads organization, adding multiple contacts per company
Hello, I have just started using Zoho CRM to find out if it useful for our organization. I have the following questions: 1. I want to have my leads organized by the company name not the contact person (Leadname). Can I switch this? If yes, how? 2. If
scheduling repeat meetings in CRM
Hi, When I schedule repeat meetings in CRM, they are not synchronised to my Google Calendar. The sync works well for individual meetings, only the repeated ones are not reflected in my Google Calendar. This is very annoying and wastes a lot of time when
Automation: Create a project in Zoho Projects for each Client in Zoho CRM
Hi, for a third party integration we need an associated Zoho Project to each of our CRM Contacts. I see that I can click on each Client and add an associated Project from there. But I am looking for an easy way to create a project for each of the already
zoho oauth sandbox
In zohooauth token generation flow as per https://www.zoho.com/crm/developer/docs/api/v2/auth-request.html, endusers is asked to choose between sandbox, developer or production environments. Is there any parameter in the returned body which says the refresh
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