Notes in Zoho CRM not tagging
After entering the @ and user name the Notes are not tagging
Integrating POS system to Zoho
Our company is trying to import data from our Lightspeed Retail POS system to Zoho one, for both CRM for targeted marketing and analytics purposes. As many of you are aware, there is no native connector to Lightspeed POS so we are exploring other options
Outlook CRM Add-In for Zoho CRM - Functionality lacking!
Hello, We have just installed the Zoho CRM add-in for use on desktop Outlook versions and the functionality seems to be very low. Will there be improvements to this? I would like to be able to search for records that we want to associated emails to.
Keep track on past tickets from zoho desk in the zoho crm
Hi Team, I would like to ask a question whether if it is possible if we can keep track of all the past tickets being opened by our customers in the Zoho desk via the Zoho CRM of that service. Our customer is using the reference id(Example: BWID-27).
HTML Blocks
It would be nice if we could add html blocks of information/help text to layouts, controlled by field entry. I am constantly needing to add help text or additional information based on field inputs for my users. Case in point, I am trying to weave in
Zoho CRM Webhook not Firing
Hello, I am currently using Zoho Finance module within Zoho CRM and I am trying to setup an automatic workflow whereby when a sales order gets converted to an invoice, it will push to Zoho Inventory automatically. If this invoice gets updated in CRM or
Modified Web Form not posting to Zoho
I am trying to make some changes to my webform. Specifically, I am trying to implement a Datepicker that does not allow manual/typed entry (user must select date from calendar). The form now looks and functions exactly as I want it to; however, the form
Edit Page Layout Two requests - 1 - Layout Blank for formatting - 2 Can create page show "missing fields to keep formatting"
Hi there Two requests please. These relate to any Edit page layout for any [module] 1. Blank Space or Spacer for the edit layout. Firstly It would be great if in the edit page layout we could drop in a blank (field label) or a spacer block so that we
Creating an Estimate using PHP/cURL problem
Hi, I've trying to debug a problem adding an estimate. My PHP is below, I've reformatted it a bit to make it simpler to read, the code is only a proof of concept. This generates a HTTP 400 response indicating a bad request or bad ID. It's based on this: https://www.zoho.com/invoice/api/v3/#Estimates_Create_an_Estimate
How to add a record to a related list from Deluge?
Hello, I have a custom module called Applications. In my Contacts module, I have added Applications as a related list. How can I add entries to the Applications related list of a Contact, using Deluge? Thank you.
Help creating a dynamic dropdown pick field
I am trying to segment all of my contacts and account types into INDUSTRY and INDUSTRY-TYPE as a sub category. Inherently this means that I would have a dynamic pick field (dropdown list) based on INDUSTRY that dictates the subcategory "INDUSTRY TYPES"
Notification API
I am trying to use Zoho Notification API I can successfully enable notifications, but when an event happens I dont get receive notification Using https://webhook.site/#!/64232d90-27cf-4b45-9845-4fbc24670aa7/92871d2e-233e-40a3-b5b4-5cc2a6798f34/1 I get
Timetracking via agenda in Zoho CRM (tasks in agenda Zoho CRM)
We have the problem that if we want to plan a task. We cannot see if there is another event in our agenda. Agenda and tasks are to separately things in CRM. In our previous CRM there was an extra dimension so that we could create a task and plan this
Bring Google Sheets data to CRM
Hi, I have a column where I write comments about each deal that is taken from Zoho CRM ---> Deals module. My question - is there a way for me to bring my Google Sheets comments to Zoho CRM? I saw that there are a couple of extensions that does the job but I'd like to do it on my own. Can anybody please help?
Google Chrome Extension for LinkedIn to ZohoCRM
Hi all Zoho CRM users, Cloutex (cloutex.com) has developed a free chrome extension to send LinkedIn data to ZohoCRM : http://goo.gl/bq71or
Can't Authenticate Google Calendar
Inside the option Google on Marketplace, the whole organization can't authenticate their Google Calendar. After selecting "Authenticate Google Calendar" and selecting "Allow". (with the same email address that we have on Zoho CRM). It goes back to the
I made a custom module but profiles that aren't admin can't see the records in it
Hi I made a custom module and inserted around 170 records but anyone that isn't logged into the admin profile can see the records. I gave them permissions for the module but they can only see that it exists - not any of the records in it. Am I missing
Zoho Desk - CRM Sync Settings
Hi guys, We have created sync between Desk and CRM. We changed different account names and made them same. At the end, I have two problems. 1. When I create a contact associated an account in Desk, it's synced and created in CRM automatically as well
No longer able to add Custom View or Edit Views in Activities Modeul
Did this feature get deprecated - none of our users are able to see a Create Custom View or the usual pencil to edit an existing view in the Activities Module since mid-March?
Validation Rule on Read-Only Fields
Hello everyone, We want to use the "Street" field for a duplicata check and in order to make sure the address is written exactly the same from one rep to another we require them to input the address using a Button that makes an API call to Google Maps
Multi fields in one formula field + Line breaks
I have a formula where I'd like to group the information from others fields to display in a view in the following format: Account name: Test name Billing Street: Test Street Billing Code: 55 555, Billing City: Test city NIP:555 555 5555 and I put the
Error en APIS de solo lectura (ZohoCRM.modules.Deals.Read)
Hola buen día, Tengo un problema con las apis de solo lectura, de acuerdo a la documentación existente si yo hago un petición GET con la siguiente API: https://accounts.zoho.com/oauth/v2/auth?response_type=code&access_type=offline&client_id=EXAMPLE&scope= ZohoCRM.modules.Deals.Read &
Auto STAGE Update based on contact activity
I've about 20-30% conversion rate. I managed to create a workflow rule that once I send the offer and there is no activity on the deal for 2 weeks - deal stage automaticly changes to "No intrest, lost deal". I want to create a similar workflow rule for
Failure when import lookup field (custom module) in subform (default module)
Hi all. I'm trying to import subform data into Product module. The subform is multi lookup from another Single Product (custom module). System notice with successful import but the subform is not mapped, right? Please help me to take a look, you can test
How to copy data from multi select to picklist.
I have a list of products which i want to copy from multi select to picklist field. how can i do that other than doing manually for such a large data.
Function To trigger tasks 2 days after the date on the follow update field
Hey guys! can you help us, we want a function to trigger a workflow 2 days after the date added on the follow up date field, in the lead modules, or is there any other way to do that?
Custom field to check if lead was created during business hours
Hi, I'm a bit new to Zoho, but not to CRM systems. I'm trying to create a formula field in Zoho that would result in a boolean value and would tell me if the lead was created during business hours or outside of them. One of my main issues is trying to
Email from Template, Triggered by Custom Button
In the Deals module of CRM, we use a button with a custom function to create and associate a new Zoho Project when our sales team sends a Quote Request to our engineering team. As an additional step to this process, I would like to have an email sent to the assigned Projects user, based on a email template we have in the CRM system. Any thoughts on best way to trigger this? Can an email from a template be initiated using additional deluge coding or is there another way? I tried looking at Blueprint
Run a report on attachments attched to potentials
Hi All, I am wondering if it is possible to create a report relating to whether a potential has an attachment or not. As part of our sales process our we need to create a value analysis for our customer (spreadsheet) we can then attach this to the potential
Server
Is Zoho could work/run with own server? or just on cloud? Thanks
How to add discount approval proccess for Estimate in CRM
Dear All, After we do integration of Zoho CRM and Book , the estimate is controlled by Zoho Book. We would like to have approval if the staff makes discount in Estimate : such as : 5-10% discount : need team leader to approve >10%
App Spotlight: LinkPort for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. LinkPort for Zoho CRM 4 out of 5 LinkedIn members drive business decisions. It’s the perfect platform for prospecting, and LinkPort makes
Pictures inside email content -> How to add them as attachments?
Hello! Sometimes my customers add pictures that are relevant to the deal inside the email content instead of adding them as attachments. This gives a headache when trying to find that one picture from one of 50 emails at the later stage. Is there a way
All of a sudden cant create Currency Formula Field?
All of a sudden Im unable to create the formula with currency as return type. I can use the ones I created few days ago: Tried deleting one of "unused formula fields" but nothing changed. Any ideas what happened?
Zoho Inventory Product Sync
The descriptions on the sync settings between CRM and the Finance modules are very confusing. My interpretation is that our two options for syncing between Inventory products and CRM products are: CRM ---> Inventory CRM <--> Inventory Is this correct,
Create automatics call via workflow rules
Hi everyone, I'm new with Zoho one and I would like to ask if there is a way to create an automatic call based on a rule. for example, every time the call status is modified to "no answer" I want Zoho to create a new call and let the sales rep choose
Eventbrite & Zoho CRM Integration
Can someone please assist me with the following query: I have created an event in Eventbrite and am looking to have the registrants' details pull through to our Zoho CRM as leads, however I have added the Eventbrite extension and set up the syncing details
how to start the chat support?
I was able to use the Instant Messager in the Zoho CRM to ask questions regarding the product features, but now i can not find it anymore. Is that feature disabled?
How to update all occurrences of Invoices with an updated customer address?
Hello, I am looking for a solution for this… If I update an customer address in Zoho CRM customer/contacts module I want to update all occurrences of the invoices in Zoho CRM, where the customer is the billing or shipping address. Is this possible with
Can I map a field of the Deals Module with the Contacts Module?
Hi, I have the field "Email" both in the Contacts and Deals Module (well, also in the Accounts Module). Is it possible to map it, so that each time that we add a new email or modify it in one of the modules, the CRM automatically updates it in the other
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