Validate new phone number across all Phone number fields to avoid duplicates
Hi, I wish to maintain multiple phone numbers of contacts, thus I have 3 Phone number fields in contacts module, Phone1, Phone2 and Phone3. I wish to use telephony integration mainly for incoming calls. Thus to identify which contact is calling using
Duplicate value on duplicate field
Hi, I have created a field (Single Line or Long Int : the same problem) In a custom module with the option "Do not allow duplicate values". With a Deluge fonction executed by a workflow, I insert several entries in this module. But I see that there is several times the same value in the "unique" field !!!! Help !!! Thanks, Pierrot
User Tips: Adding a Review Task to a Record
We use tasks to manage stuff that needs to be done but people then need to create a task add subject set due date, etc, etc.... To simplify things... I added a custom date field that whenever set, creates the task and sets the due date for the user who
Integrating CRM for Project management- removing percentages in kanban view?
Hi Zoho community, Would really appreciate any advice here! I am new to Zoho and looking to integrate this solution as our CRM/Project management software. We are not a 'sales' orientated company and work in consulting on large and complicated projects
Creating a summary on Accounts
Hi, Is there a way of adding a formula to the Accounts page that shows a summary of deals that this customer has? ie: total number of deals / amount won / amount lost.... I realise that we can get it this information through a report, but it would be
How to insert data from access token request?
Hi guys, My customer send a url like this; https://accounts.zoho.com/oauth/v2/token?refresh_token={refreshToken}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token I want to write a insert code according to this. My code is below
Updates in deal stage and stage probability mapping
Hello everyone, We have enhanced the user interface of deal stages in the detail page and also made some changes to the stage probability mapping. Visual updates in the deals stages component In the record detail page the deal stages will display the
Mass Follow multiple contacts
is it possible to mass follow contacts, accounts or potentials? I can see how to follow an individual contact, account or potential, but for example, is there a way to follow multiple contacts, without having to go into each contacts page and select the follow button? Thanks
Code for displaying total of individual discount in total template
Hi, I would like to know how can I display the total of individual discounts added to the products to a Quote Temple? I can find the individual discount given on a product by using ${Quotes.Individual Discount} how can I find the total of all the individual discounts (there are multiple products)? The ${Quotes.Discount} will only give me the discount I add to the total invoice value. Also need to find the Sub-Total (total before individual-discount, grand total of multiple products before adding
Unable to Retrieve line items from a CRM invoice
Hello, I am trying to setup an integration between Zoho CRM invoices (not finance module) and Xero, which basically updates in realtime on invoice creation or invoice changes. I have setup a webhook from Zoho CRM that fires to Integromat which then sends
Bulk linking via shared field
We have imported a collection of closed cases from another system. We want to link those cases to accounts and sometimes contacts. The cases have fields that can be found in the Accounts (UserID) and Contacts (License Code), but I cannot figure out
How to unlink related entries in Zoho CRM via Zapier?
Hello, if got a little problem… I have created a Zap in Zapier that synchronizes updated entries in the “Contact module” in Zoho CRM and an account (if the contact is linked to an account) to an app with the name Bexio (an invoicing tool). Everything
Zoho Flow connection to Hubspot
Hi - has anyone set up a connection between Zoho Flow and Hubspot CRM? I have set up a Flow which polls for updates to Deals in Hubspot and - depending on certain conditions - creates an account and contact in Zoho CRM from information in Hubspot.
How to use insert/update Records API to enter data in lookup fields
Has anyone ever tried (I assume someone must) to insert/update the value of a lookup field to Contacts/Leads using API call? I have added a mandatory field to Products that is a lookup field linked to Contacts called "Seller". When I retrieve data with the APIs I get the concatenated "First Name"+"Last Name" of the contact record as the field value for Seller. This is good, my users can see which contacts is selling the given products. The problem comes when I want to insert a new product (or
If products are designated as a certain type, I need all that are in a quote to be added together in a single field
I have about 20 products in my catalog, 12 of them are monthly recurring services, the rest are one time charges I have created a field in the product that designates the recurring as "monthly recurring" I have also created a field in my quotes that is
zoho biometric integration and zoho phone calls integration
Hi! we need zoho biometic integration and zoho phone calls integration !so can u pls guide me.
App Spotlight: Leaflet for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Leaflet for Zoho CRM Leaflet empowers users to draft documents faster, more efficiently, and with greater compliance. Users can use pre-automated
Can I convert a picklist in CRM into a multiselect picklist?
Can I convert a picklist in CRM into a multiselect picklist? I don't want to create a new field since we already have great data in the existing picklist field. It's for the Account Type in CRM. Myah
New related list
Hi, I am evaluating Zoho CRM for my consulting business. I need to be able to store additional information about my customers. For example, I would like to collect family member information under contacts (Father, Mother, ... Names, phones, etc ). I think
Adding values to a empty subform using deluge
Hello, I am a new user. I have create a workflow function that is attached to a form and is ran when a user creates a new form. The form is a quote. I want to populate a empty subform on the qoute with data from another modules subform upon creation
not able to create leads
<?php $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://www.zohoapis.eu/crm/v2/Leads", CURLOPT_RETURNTRANSFER => true, CURLOPT_ENCODING => "", CURLOPT_MAXREDIRS => 10, CURLOPT_TIMEOUT => 30, CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1, CURLOPT_CUSTOMREQUEST => "POST", CURLOPT_POSTFIELDS => "{\n \"data\": [\n {\n \"Company\": \"West Coast Riders Inc.\",\n \"Email\": \"navin1@magento360.com\",\n \"Website\": \"www.westcoastriders.com\",\n
CRM IMAP not syncing system forwarded/redirected emails.
We have several email addresses that are set up to forward to our active email inboxes (cPanel). Some are old employee emails that our customers still email. These emails makes up a significant portion of customer communications. How these show in our
Custom Fields: Adding a "Top Level" that would be available across all modules
We have 2 divisions so in the ZohoCRM I'd like to be able to set every lead/contact/account to be either "A" or "B" No problem with adding custom fields but can't figure out to add one that goes across modules. Thanks!
Can't remove Lead/Potential/Contact fields created by deactivated extensions (Google Ads, SalesIQ)
Hi, I've been experimenting with Zoho CRM's extensions like Google Ads and SalesIQ to see if they suit my business. Unfortunately, I've found that they don't meet my requirements, so I've had to remove them. Even after deactivating or removing these extensions
Way to sort contacts by "last activity"?
I cannot find a way to do this, but I am wondering if I have missed something. I would like to be able to sort my contacts by last activity, both ascending and descending. By activity I mean a call, a task or email. The goal would be to sort my contacts
Meeting with zoho staff
If we have a big problem zoho team is setting up a meeting. But then it starts. You have to email a couple off times to get a moment. And if the moment is there we don't receive a link of we then we receive a meeting link but the staff isn't showing up.
Linking / attaching a Creator form entry to an Opportunity
Hello :) I created a Creator App (Order) which has a subform (items). I added this App as a Custom TAB (not a web tab) to our CRM. Now I'd like to "attach" / "add" specific entries of this Order form to our CRM Opportunites. How could I achieve this ? Must the app be as Custom tab, or can I Attach / Link From Creator to Opportunitis directly ? Thanks
Function Needed - Calculate Currency Fields Every Day in Deals Module
Hey there! I have a common issue with our clients that we onboard into the CRM that I'm hoping to solve with a custom function. Most of our clients work of a 50% deposit upon contract signing and the final 50% after the delivery of services. The goal
Prompt Filed when Deal Stage changes
Hi, Is it possible to prompt the user with a popup window to check/update a field value when the Deal Stage changes? For example, when a Deal Stage changes to a specific stage I would like the user to be prompted to update the Closing Date field, even
Invoice, Estimate Templates: How to set margins?
I'm creating new templates for estimates in ZohoCRM, but can't figure out where to set the margins. Figured everything else out.
Account vs Vendor
I've seen it's been shortly discussed already, but I still don't understand it, so I'm asking again. Let's say we're a tour operator, we have partners we work with - we sell their tours, their accommodation aso - what are those partners according to
Getting related records from a custom module in a function
Background: I'm trying to put an automatically-calculated field on Account records that totals up all the sales to that account. Sales are kept in a custom module called "Sales Records," because we just get a spreadsheet of orders from our distributor
Changing order in charts
Hi, can anybody advise on how to change the order of components on Funnel chart..? I play with Stage Probabilty Mapping in Customisation > Modules > Potentials but it doesn't work. (The chart is Potentials Pipeline - Stages) Thanks in advance!
Bulk API for an automated Backup
I'm trying to make a recurrent call trough API to keep the backups files but can't save the file. Today I know that only the main file is available trough API Call, the attached files can't be downloaded. So far I managed to create the backup, check the
Integration with Xink
Hello, We use a tool called Xink, that allow us to add dynamic banners to promote our latest news, blog posts or future events in our employee emails. This is working very well, and it prevent us from using zoho emails. I'd like to use Zoho emails, but
Add Total Fields to Grand Total Formula in Qoutes
By The Grace of G-D. Hi, Is there a way to add custom fields to the grand total formula in Qoutes's subform?
Zoho CRM Integration with Projects when No CRM Account Exists
We have a need to integrate Zoho CRM with Projects in order to begin using Projects in replacement of another Excel spreadsheet based tool for tracking projects and communicating with clients. The challenge we are experiencing is B2C (business to consumer).
"Last Activity Date" field should not be updating when fields are edited
Idea: Last Activity Date currently changes whenever a record is touched in any way (including field updates). My idea is that it should only be driven by Activities (i.e. latest due date of a closed Activity and/or Lead/Deals). Updates to fields should
How to integrate POP gmail accounts with CRM and only store customer/sales related mail in CRM
We are a small business and would like to store all incoming and outgoing mail with leads and customers in CRM. Each employee has their own personalized gmail account (we do not use sales@company.com f.e.). But because we all have a lot mail that is not
Default sort for Activity Related Lists
Currently, the default sort order for Activities on Related Lists (Activities under Accounts, Leads, Contacts, Potentials) is by Created Date. I don't believe this is helpful. I propose that the related lists for Open Activities be sorted by the earliest due date first (ascending) and Closed Activities sorted by most recent due date first (descending). I understand that sorting by due date is currently available, but since this is not by default and must be done manually, the probability of an Activity
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