Creating a Formula field that displays different images
I'm trying to create a formula field on the Account level that will show different images that we have uploaded into our Documents depending on the account Type. For example, if the Type is "Active" then it will show image1, if "In-Active" it will show
Attachments
I can not upload attachments
Follow up task reminder quarterly
There are zoho follow up reminder settings for Monthly and Yearly. Would it be possible to add Quarterly to that list? Also a "Custom" option would be great as well.
My Zoho Story #2 - Empowering companies to scale their social media marketing
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. This Interview features the amazing duo of Jackie and Mollie Singer from Twinco New Media. They are the founders of Twinco New Media that helps a lot of businesses in Las Vegas and other parts of the West Coast for their digital media marketing. They help companies create a social media presence and premium contents on the web. Jackie
Solved: Add a button in the CRM to activate a ZohoFlow activity
Here is a useful little code example that can help create complex workflows triggered by buttons. The scenario I wanted to perform a many activities for an advisor when they are starting to work on a client inquiry. Once an inquiry is has been picked up, the advisor needs to set up a time for a call with our client to discuss, which means sending an email meeting invite (with a link to Zoho Booking) setting up dates, making notes on work activities and creating a follow-up task should the client
Is your industry down during this pandemic period? Best Industry to Select in this Pandemic!
The current pandemic situation has put most of our business dreams down. Many New Entrepreneurs have dropped the plan of starting a new business. What do you think to overcome this situation? To put the words in a specific way, what industries the New
How Trigger Action/Webhook Once?
We have a Webhook Action within Zoho we want to trigger for about 350 leads (currently these 350 Leads are identified with a special field.) We just need to trigger this Action one time for all 350 Leads, but we can't figure out how to configure a Workflow
Assigning actions to the lead owner automatically
We have a rule in place for responding to leads. When I assign a lead owner, I'd like that lead owner to own all of the actions related to the task but I don't see how I can do this? Instead it's automatically assigning the actions to one colleague.
Workflow function to copy a main photo between records loops
1. We have a workflow that triggers a function each time a record in a custom module "Jobs" is edited or created. 2. Each record in Jobs has a lookup field (called "Widget") that associates a record in the Products module with the "Jobs" record. 3. The
Invoke URL in EU
Hi, Just for information for those who are facing same issue, if you try to use invoke url and get an error such as : :{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} If your are in Europe and are using *.zoho.eu,
https://accounts.zoho.eu/oauth/v2/ endpoint returns 500
as title
Deleting account deletes associated contacts
I have noticed that if an account is deleted, then all associated contacts are automatically deleted. This is too bad. I would like to keep the contacts but have the link to the account dissapear for example. This would be safer. thks Christian
Getting data into Contacts list
Hi How can we scan in data from business cards and QR codes into the Contacts module? Thanks
Add (related) record(s) to Campaign programmatically
Hi, how can I add Contacts (or Activities) to a campaign (in Zoho CRM) programmatically (using Deluge script)? I can retrive the related records once they are already there (getRelatedRecords), but how can I add them? Thanks
Unable to remove Junk Leads from All Open Leads
Hi, I'm trying to change the criteria of the "All Open Leads" view so it ignores leads I've marked as "junk", but when I enter the "edit" section I get the "choose columns" options (where you can add or remove fields from the view), but there is no option to add criteria to the view. Am I missing something or is there a problem? Thanks for reading, hope someone can help! David
How to use Rest API with nodejs for Zoho CRM
Hi I am new to Zoho CRM. I can't make a connection with Rest API , please explain me how to use it with step by step.
Kaizen #36 - Tasks #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Tasks. A task is a specific piece of work that is usually time-bound. In Zoho CRM, tasks are listed in the record's Home page,
Loosing Tasks, meetings and calls when converting lead to contact
I have a lead funnel that it attached to a blueprint that has tasks associated with it, plus we use calls to log calls to the prospect. I have just started to convert the leads to contacts and noticed that I've lost the tasks, and calls. Do i have to
Quote Grand Total in DEAL amount Field
I have been trying to get the grand total of Quotes associated with Deals to populate into the AMOUTN fields in DEALS. Been at this for 5 hours, no luck. Any help woudl be appreciated. THanks
Zoho CRM Tasks included in Calendar view
Currently only Meetings and Calls are viewable in the calendar. This post: https://help.zoho.com/portal/en/community/topic/view-tasks-activities-in-zoho-crm-calendar is locked saying that it's on the roadmap. Is there an update on this? Really strange
Update a look up field on a module with function and workflow
Hi I am desperate for some help. I have a custom Module (Onboarding) that creates a record in another custom module called (Amazon). When the new record is created the look up on (Amazon) is completed based on the current (onboarding record). I need
User Tips: How to Disable Cloning of Records - Workaround using auto-number field and layout rules
How can I stop my users cloning records? I see this question popup a lot so thought I'd post up my simple workaround that stops people cloning records but still allows them to create records. Steps involved. Add an auto-number field to your module layout
Compliance Settings
I'm using the compliance setting of ZOHO CRM but have been facing some limitations. - The Conset Form is terrible, i had get the consent with other tools and upload trough API. How to upload consents from other tools (survey, forms...)? - Moving a contact
Send Mass Emails - Automatically / On Schedule
I'm looking for a solution which will allow us to send Mass Emails to about 50+ contacts every Sunday at a specific time. Any idea how this can be achieved, workflow or function?
Workflow does not trigger if editing was made by another trigger
Hi, I'm having the following issue that hopefully someone could point me a solution to it: I currently have the following workflow: 1. Sale Order is created alongside a Purchase Order. 2. Purchase Order gets "Approved" by the vendor. 3. Editing the Purchase
Zoho loading time
Hello everyone, I don't know if I'm the only one facing slow speed of loading in zoho but I need help/advice. As you can see on the screen below Load time is 809 ms (very slow). And it's not my internet for sure as you can see on screenshot below I have
Data_Processing_Basis in CRM consent management REST API
The official documentation for storing GDPR consent programatically through REST API is incorrect. The example POST / PUT payload on https://www.zoho.com/crm/developer/docs/api/v2/gdpr-compliance.html: "Data_Processing_Basis_Details": {
Customer portal - many to one
RE: Customer portal many to one We are in construction and work with several outside companies on a single deal. After banging our heads and speaking with ZOHO they cannot offer a solution. Can anyone here offer a solution? USE CASE: Deal name = Big
How to Stop Unsolicited Notifications to Meeting participants?
Every time I Edit a Meeting (say, to add a participant) all the participants receive a pop-up notification as well as an email. I only just noticed this and some have already received at least 10 emails. This is highly embarrassing In a professional
CRM Filter "Does't Contain" Issue
I'm trying to filter my leads in CRM to view only the ones that the "Company" field doesn't contain "Word1" or "Word2". but when I select company and set the "doesn't contain" selection the filter doesnt work for both words. It only looks at the first
White space at top of Zoho webform
I can't figure out how to remove the really big white space above the webform on my website, which I generated in Zoho CRM see https://expandacraft.com/contact/ (It looks horrible)!
How to move Contacts/Accounts into a custom module
Since there doesn't seem to be an "archive" option for contacts or accounts that are no longer being utilized we have them marked as "Inactive" in a custom field. However, is there a button or function that would allow those contacts to be converted and
Documenting the system customization
Hello all! Like many of you, I'm sure, I have been customizing the CRM to my business needs myself. This includes custom fields and modules, automations, blueprints and much much more... By now it reached the point where I feel an urgent need to have
Change default font and text size in CRM Mail
How do you change the default font and text size in CRM mail? It's a pain to have to reset it each time I open an email. It should be the international standard of Arial anyway.
Send attachments from record on email body
Hello, I tried looking this up, but found nothing. I'm creating a new email template, and I wanted to send the attachments from my record in my email body automatically. Is there any way I can do this?
Save Email as Draft in Record
Please consider adding the functionality to save an email as a draft when composing an email from a record. Thank you - Kevin
Lead Conversion Oppt Creation Fields
Hello Zoho community. When converting a lead to an opportunity a list of questions comes up that will help build out the lead. How do I add or take away the questions asked on this screen? I have highlighted the questions in yellow below
Filters and Search: Make default text dropdown option "contains" instead of "is"
Hi Community and Zoho Team! I would like to share a suggestion for the search and filter options in the CRM. In my opinion, the default dropdown selection for any text field to be searched/filtered should be "contains" and not "is" (exact match). Most
Manual Record Sharing Levels Clarified
Hello all, We are sharing records manually since any of the automation and record sharing options do not work for us, but I have some questions. When you share the record manually you have some options: 1. Share with related list 2. Shared without related
Adding multiple contacts to Cases in a similar way to the Deals module
We have started to use Cases for managing post-sales support activities. In our business, which is distributing research equipment to (mainly university) research labs there are often multiple customers getting involved (Eg the student user who first
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