Stop Screen from Automatically Scrolling to Bottom After Entering a Note
How do I stop the contact screen from automatically scrolling to the bottom of the page after I enter a note? After I enter a note the screen automatically scrolls to the bottom of the page. This happens in FireFox and Chrome. Haven't tried IE. Please
Why do i got 401 error server response?
followed by instruction, I was created Self Client and generite token with ZohoCRM.settings.modules.READ scope. after php request i got this array(4) {
["code"]=>
string(13) "INVALID_TOKEN"
["details"]=>
array(0) {
}
["message"]=>
string(19)
How do I escape single quote in a formula field?
How do I escape single quote in a formula field? For example, how do I create a formula field with a return type "Text" which converts all single quotes in another field to dashes? When I tried the following: Replace(${Leads.City}, '\'', '-') It failed with an error "Missing Quote". The slash is not recognized as an escape character. Is there another way to do this?
Mass emails to CRM leads in a campaign
We are using CRM campaigns to track invitations we are sending out to a tradeshow. Our list is a little over 2000. What is the best way to add leads to a campaign and then update their campaign status after we send out an invite? It would be great
Increase number of components allowed on a dashboard
Hi, Any chance you can increase the component restriction on Zoho CRM Dashboards to 12? We rely on the Dashboards to get a regular snapshot view of our KPI's but find the 10 component restriction a pain as we want to include a KPI component for each month
Error when trying to add lookup field in sandbox
I keep getting this error when I try to add a lookup field to a module in the sandbox and I have no idea what is causing it. I included a screenshot of the error in question. Any help would be appreciated!
Closing_Time field not available in `/crm/v2/deals` endpoint
Hi, We are using Zoho CRM REST API. We get deals using this endpoint : `/crm/v2/deals`. We are successfully getting response but I noticed that `Created_Time` field is not available anymore? Is this field renamed or something? Regards, Bryan
How Import only Leads with email from a CSV
Hi Guys, I've a CSV list of leads with dome informations. So I wish import only the lead witch have email information from the CSV file, and skip the other. Are there a way? thanks Walter
Deluge function zoho.crm.updateRecord not updating
Hi, I have a very basic function that when a new record is created it takes the value of a few fields glues them together and then adds the result into a new field. The function was working fine till a few days ago when it magically stopped working !
Join in COQL request
Hello everyone, I try to do COQL request with the "G-Connector - Zoho CRM" plugin for Google Sheets. My request worked during severals months, but doesn't work any more now. This what I try to do: SELECT Id, Account_Name.Account_Name, Deal_Name, Amount,
Turn off Approval Request Notification Email
Hi, is there a way to turn off the email that gets sent when an Approval Request has been approved?
Lock a record (quote, sales order) for future audit
We need a way to lock a record manually or via custom function. Here is the use case: once a customer issues a PO against a quote, we don't want sales reps modifying the quote anymore due to audit reasons, but sales reps still own the account and should still be able to view or clone the quote. Thanks.
call automation using third party software
Hi! is there any possibility to have a call automation using any third party calling software?
Custom function to autofill the data in zoho crm across modules
I've two custom modules say A and B. A module has some fields and B has some fields. Now I want to populate the fields from B module to A module which are common in both using a lookup field in my A module. I've tried this . But this is only for default
Automatically Import Contact information into CRM from a local transactional system?
We are just now getting into using a CRM solution and want to automatically import contacts & sales information from our transactional system (point of sale). I know I can do a manual import, but is there any way to automate the import using a tool like
Is it possible to update the past data of product details customization items such as invoices?
Customized items such as formulas can be added to product details such as invoices. Is there a way to apply it to the created slips at once?
Task Priority and Status keep changing to different values by themselves.
I set a priority or status for a task and the next day (or sometimes sooner) the priority and status CHANGE to another priority or status! How can a organize my tasks and activities when these fields keep changing on me?
App Spotlight: Rafiki.ai for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Rafiki.ai for Zoho CRM Enrich your Zoho CRM with the best customer insights across deals, opportunities, meetings, competitors, and notes.
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there ( https://www.zoho.com/crm/help/extensions/twilio.html).
Twilio-Zoho CRM SMS Intregration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there ( https://www.zoho.com/crm/help/extensions/twilio.html).
Any reliable SMS app that leverages Twilio
we are now using Zoho one with 3 team members and hoping to add a couple more to the team soon. IS there a reliable sms tool we can use as a team to. send appointment reminders on workflow and appointments and secondly to do bulk messaging. we have a
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there (https://www.zoho.com/crm/help/extensions/twilio.html). I also looked on Zoho's marketplace but the option is only available for Zoho Recruit.
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there (https://www.zoho.com/crm/help/extensions/twilio.html). I also looked on Zoho's marketplace but the option is only available for Zoho Recruit.
SMS Plugins
I would like to add the capability of sending out automated (i.e. workflow-generated) text (SMS) messages to leads. In reading through the documentation and forums, it appears that there are issues using Twilio for this. Can anyone recommend one of the other plugins for this? Thanks! Ron
How to remove Duplicate Products
I have 3 clones of a Product. How can I merge them like I would a lead?
Attach file to a note through the API
Hi! I'm currently developing a service which creates and updates records in Zoho through external web forms. Now I'm wondering if it's possible to attach files (images) to notes through the API. I've created a function which uses the uploadFile method,
Can you set up a workflow rule to trigger an email to the logged in user?
Can you set up a workflow rule to trigger an email to the logged in user? or does anyone have a work around for this please?
Solution: Deluge script to determine the default Layout for a given User to be used when creating a new record
My use case: Create a new Invoice, using fields in the Potentials module in Zoho CRM - I want the layout to be set to the default layout of the user who is creating the invoice. Problem - when creating a new record using a Deluge function, the layout
Contact with multiple email addresses.
Can you assist. We have a few contacts "people" who email us using multiple email addresses so same name different email addresses. Is there a way to track these under the "person" as currently unless the email address matches we don't seem to be able
Adding RSVP button to event invitation email
Hi, We regularly events and use the campaigns module within Zoho CRM to manage responses. Currently we send an email out and manually update the member status with the response. We'd like to automate this process - is it possible to insert an 'Accept'
Sales Funnel in Free Version of Zoho CRM
Is the sales funnel functionality available in the free version of the crm? I looked up the help pages for creating funnels, but I cannot find the dashboard tab in my version.
hide contacts for different users
Hello Everybody, My company deal with different sector, I use Zoho to mange all my contacts but I would like to assign only a group per user. How can I do to hide the contacts that are not assign to the other users? Thanks Bye
Zoho CRM is changing characters into ascii codes when importing data. How do I convert them back?
We have a dump of data from Salesforce, in CSV files, that we need to get into Zoho CRM. I have been using the Data Migration features to do the import. So far there has been little success and a lot of frustration. One of the most difficult problems
Need rates from Zoho books price list to display instead of only rates from items
You guys give us the ability to sync products/items from Zoho Books into Zoho CRM with the rates that were defined in 'items' in Books showing under the products module in CRM, which then is shown under the Account module in CRM as well. However for specific
Enter template text based on field value
Hi, is there a way to enter certain blocks of text (or images) into a template based on what is entered in particular fields? For example. if someone chooses they want more information on a Facepainter from a pick list, can I then send a template that
Merge Opportunity and or custom modules
Hello, I'd like to understand if it is possible to merge opportunities or custom modules? I've completed said task with company and individual records, but often have duplicate opportunities. Seems odd that the feature would only exist for limited modules.
How To: Merge A Duplicate Record
Hi, I am looking for instructions on how to merge two records that were created each have half of the information on them. I do not want to have to re-enter all the information. Thank you.
Record Layout and API
When inserting new records via the insertRecords api endpoint, is it possible to specify a 'Layout' to be used for the new record? I've tried passing it as a string, but that fails Error 4500: Problem occured while processing the request
Community Digest - May 2021
Announcements We are delighted to announce that Zoho CRM is HIPAA compliant now Trigger automations and other process management actions, during record import Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions, here is a list of 7
Can Zoho required fields be removed?
I'm a brand new user and while trying to customize forms I ran across a problem. The example I will use is in "Contacts". I wanted to remove one of the required fields, in this case it was duration. And I also wanted to change the time fields from mandatory to non-mandatory. I found that I was limited in that regard. I could not change what was already mandatory nor could I remove the fields Zoho had deemed necessary. My question is why and if there is anyway to change this? Thanks!
Next Page