Adding multi-select lookup for Accounts in Contacts
Hi I would like to keep track of the previous employers a contact has been with. Ideally it would be a multi-select lookup in the Contacts module selecting from the Accounts module. The problem is, I don't see this option in Zoho CRM Enterprise Edition?
CRM - Product and Territories
Hi All, Is there a way to associate products to territories, as a global business we have a lot of products with different variations for different markets. So ideally I would like to make EMEA products only available to EMEA users etc. I have had a
Remove Currency from all areas of CRM
Hi there, Currently, we have a field called 'Currency' active on our CRM but it is now affecting all reports, as it is difficult to total any sales reports completed in Excel using the Zoho Opportunities data. Is it possible to remove the currency option from all locations of our CRM? Thank you, Vanessa
Function-1: Compute and update sales commission in quotes.
Welcome back folks! In this week's custom functions series, we've picked a requirement that has often been asked by users! Business requirement: In most sales organizations, commissions are an integral part of the extrinsic rewards program, contributing significantly to the sales person’s compensation package. Sales commission is usually calculated as a percentage of revenue generated by the sales person. What if your sales team is enabled with an option to check their sales commission associated
Workflow automation through data import
Hi everyone, I hope someone can help me solving this problem. I have created a workflow procedure, so everytime that a accounts' field is modified it will trigger a task to do. I have thought to modify that field through an account import to Zoho, meaning
Why can't workflows be triggered on Import?
When you import leads (using Migrate from Other CRM) it would be nice if they could trigger a workflow. They don't currently. Just to note... They do trigger workflow when a lead is created through the interface or through the API (using wfTrigger=true).
CRM Hack #7: How to trigger a workflow for imported records?
Hello everyone, It's hack day again! A few months ago, we had one of our users present a case to us. She had set up a product module workflow rule that executed at the time of creation.This workflow also has a time-based action tied to the product sale
Free version limits
I'm a new small business trying to get the company off the ground. The comparison chart shows everything I want to know about the different CRMs. The only thing I can't seem to find is if there is a record limit on any of the versions from free to the
Attachments Disappear After
Hi, I have noticed that every time I convert a lead to Account, all the attachments disappear immediately. Did anyone else experience this as well?
Current user API (users?type=CurrentUser) returns 403
We are using Zohocrm api v2 for getting currently logged in user. It works fine most of the account. But we are getting 403 for one of the user account. URL https://www.zohoapis.com/crm/v2/users?type=CurrentUser HEADERS {Authorization=Zoho-oauthtoken 1000.786ecda99xxxx} Response {"code":"NO_PERMISSION","details":{"permissions":["Crm_Implied_Api_Access"]},"message":"permission denied","status":"error"} Response Code 403 Note: From the same
How Long Will It Takes to Re-Activate Accounts?
Hello! Previously, my subscription has been downgraded and all my registered user accounts have been deactivated due to payment is processing. However, my organization has completed the payment and currently waiting for my ZOHO return to normal state
Condition using ${NOTEMPTY} in a field not working
I'm trying to use the condition custom field is not empty (${NOTEMPTY}) in a workflow rule to send an email, but the rule doesn't work.
No Customer Service?
Have contacted "customer support" via email twice in almost two weeks now. Only response to date is autoresponder to take care of me "ASAP" Has anybody ever heard back from Zoho via email method? I had heard so many great things.
Update subform field from the line item's lookup value
Hi Everyone, I'm trying to find the right way to update a field on a line item of a subform from the lookup of that line item. I.E I have record with a subform of products and pricing. When i create a line item, it copies the price out of the item, but
Introducing tagging of records in Zoho CRM!
We are pleased to announce the introduction of tags in Zoho CRM. You can now add keywords to a single record or a bunch of records as "tags", for better identification of sorts. Suppose you have just returned from a trade show in London, and you are importing the leads obtained from the event. You can simply tag them as "London Tradeshow Leads" and this will be applied on all the records imported in that one batch. This way you can ID them better. Creating tags Tags are module-specific. To create
Auth Keys repeatedly failing - 4834
Hi there, I am currently helping develop a Wordpress website that requires the use of a Ninja Form and ZohoCRm but the Authentication Key constantly fails, coming up with the error message "Module - Leads: 4384 - Invalid Ticket Id", even after we've changed
Meeting Invite Time Zone Inconsistent
Can anyone explain why the SAME time zone information displays differently for different meeting invites? Example from Meeting Invites sent from Zoho CRM, both to leads in the Central Time Zone: Thursday, May 20, 10 AM - 10:30 AM (America/Indiana/Knox)
Parent Child Relationships in the Contacts Module
My client would like to create parent/child relationships between contacts without using the Accounts module. The Accounts module will be used for organizations. How can I create a husband/wife relationship? What about a parent/child relationship? What if there are multiple children? I see this user created a custom module to accomplish relationships - https://help.zoho.com/portal/en/community/topic/many-to-many-contact-relationship. Is this considered the best route? My client would like to use
Test Zoho Webhook with localhost application
Hello Everyone, We have created one Webhook for Lead Module. Now we want to test that webhook before publishing to consumer. How I can use localhost URL as Notification URL to test what I am sending from Webhook is actually recieving by notification URL
Node SDK Custom Token Management File Path
Hi, running in to an issue. The initializer can't find the module for my token manager. I'm using a config.json file to pass in to the initializers of each class I create. I've attached a photo of my setup. When I try to initialize the class, I receive the following error: Error: Cannot find module './src/zoho/tokenManager.ts' Any help would be appreciated!
Ask the Experts - live Q&A discussion on Zoho CRM for Real Estate businesses
Hey everyone, It's been a while since we had an Ask the Experts session (ATE). So, we're excited to kick start this year's ATE with an industry-specific open house. A CRM solution is vital to any real estate business. The real estate industry is also
CRM attachments won't accept .xlsx files
When trying to add an attachment to a Zoho CRM account, it will not accept current Excel spreadsheet files (.xlsx), which have been the default since 2007. This seems exceedingly odd.
Got API error the remote name could not be resolved: 'accounts.zoho.com'
Hi everyone, I get the error in the picture when I get the data transmission code working in its my local environment to the server. By the way, my code is as follows; public static class CrmIntegration { static string serviceUrl = "";
How to change permission allowing the export of reports
I am unable to export for the following reason: Permission Denied Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report. To export the report, please provide export permissions to those modules in Profiles settings.
Connecting Ninja forms in WordPress to Zoho
Forgive me because I'm not a web developer and I'm new to Zoho, but our web developer doesn't understand why our pre-existing Ninja forms (on WordPress) aren't synching to Zoho. Does anyone have a step-by-step guide to how to do it? I've been searching
Check data in Subform then change field in another module
Hello, Zoho One user here. We would like to know if our customers have purchased a service contract from us every month. I have a custom module that has data imported to from Xero (our accounts software). This custom model has a subform with each item
List Price representation
I have a question about Zoho CRM Product and PriceBook management. A product was created with unit price. Then Price Book created and the product added there with List Price. BUT its List Price I can see just on the Product Page. It isn't shown on the
Can't sum up total leads in a month
Hello, Currently, I have a problem of not being able to report total count on converted Leads and unconverted Leads. Right now my main goal is to have a report that tells me the total count of new Leads created in a specific month, usually I'm looking
DKIM doesn't want to be validated by Zoho checker
I can't seem to make Zoho validate my DKIM record even when third party tools say that it's ok. Where is the problem? My domain is emergilab.eu. Thank you for providing any clue on what's going on.
Send Set of emails in sequenced order
I have a set of n email templates, which I would like to send in specified order with the frequency of one email a week. Where can I maintain the sequence order of emails and send the email to all contacts in the same order.
How to update Related Lists
Hi, I've been trying to update a related list of a Custom module using the API (v2.1) and can't figure out how to make it work. I have a Multi-Select Lookup that has the name Contacts in my Leases module (custom). I want that a Contact can have many Leases
List Value
list = {23456789432}, I want this to the output as {2,3,4,5,6,7,8,9,4,3,2}
CRM Subforms to Zoho Analytics
Hi We have subforms in our Potentials module but I have noticed that the subform information is not available in Zoho Analytics. From previous posts in the Analytics Community page, they have said they are waiting on Zoho CRM. Can you confirm if this
Contact-specific product information
Hi. Is it possible to add contact-specific information against a product? For example, one of our products is a 'Service package' (a service rather than a product), which has an annual renewal date. This date differs for every customer and as such we'd like to be able to add in the date against the product in each account. Is this possible or can anyone suggest a workaround? Likewise, we'd also like to add in the specific price for the product for each company. Thanks
Use speaker for inbound ring.
Currently, Twilio/PhoneBridge only rings on my headset. If I'm not wearing it, I miss calls. How can I set things up so that calls ring on my speaker, but the call audio uses my headset (Windows Communication Devices).
Is there a streamlined way to get data from Firebase into Zoho CRM?
Just wondering if there was any built in features that can integrate a Zoho CRM connection to Firebase
SalesInBox Email Issues
I've noticed in the last week that email that I have read and filed in SalesInBox folders, are showing back up in the inbox as not being read. I thought that I may have just forgotten, but started actually writing my tasks to make sure that I'm not mistaken.
Company Legal Name Change
Hi Everyone, I legally changed the name of my company shortly after subscribing to Zoho. I have CRM+, forms and cliq. However, with connect, not sure why I needed Cliq. Anyway, there are so many twists and turns to changing my company name in the system.
How to bifurcate or differentiate lookup field data
In Accounts Module i have two fields 1)Account Name(single Line Field). 2)Parent Account (Lookup Field). Now in Deals module i have these two same fields and both are lookup field. What i want is when i select the account name and then click on parent
Blueprint: Multi-select Lookup Field not available within Blueprint transition
Creating a Blueprint I need to include a multi-select lookup field in my process. The data must be entered to move to the next step. The problem Within the blueprint transition my multi-select field does not show as an option when I try to add it to the
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