How to turn on "do not allow duplicates" but do allow integration updates
In our line of work folks usually start our sales process by filling out a short interest form. When they are ready to enroll they follow up our interest form with a much more thorough application. I'm curious if there is a way to use zoho forms to fill
Zoho CRM: Multi-Select Lookup Fields showing NULL values in Tables
Hi, Zoho support, This ticket is correlated to a previous ticket open from my colleague:https://help.zoho.com/portal/en/ticket/66790250 I followed the following tutorial creating Multi-Select Lookup Field :AssociatedCompanies https://www.youtube.com/watch?v=G1PAKXPXI0g&t=98s
Sales Order Creation when contact is created
Hello, I have Created a work flow in which when a contact is created sales Order is automatically created. I have created a zoho form as well and integrated the form with contacts module of CRM. When i fill the form and submit it a contact is created
Email Indexing Location and Criteria
Hey All, I'm trialling Zoho CRM with a view to move from an old system we're using and getting the email functionality to work how we need it to is integral to our potential switch. Although Zoho's email functionality in the CRM is looking great, I can't
Zoho CRM Mobile App - Notifications of inbound email
What options of notification on the Zoho CRM app do I have for Contacts with an inbound email? i.e. When a customer emails me, I'd like to get a notification on Zoho CRM app. Ideally that would be a badge and in-app notification (I am on iOS device).
API value for boolean fields
Hi, I'm having an issue where the checkboxes are not changing to "Uchecked" when using the PHP SDK. Setting the API field to boolean value true works to check the checkbox, but setting the value to boolean false doesn't work to uncheck the checkbox.
Upon converting a lead, send multiple emails
Hello - I am trying to set up our CRM in Zoho and have hit a wall with what we need for our organization. I am quite new to CRM admin, so any help is appreciated. We receive leads, which consists of users needing medical assistance. We also have organizations
Zoho CRM in Spanish
Hi all, my name is Alejandro and im interested in the Zoho CRM, but i can see that spanish not is a option lenguaje, please can say if Zoho is translating the software or need help for translate?? Alejandro alejandro@alejandroperez.es alejandro
ZUG Virtual CRM Meetups - February 2021
We have opened up registrations for the Virtual ZUG Meetups for February 2021. In these meetups, our Zoho experts will discuss email integrations with CRM - how you can setup email integrations, an overview of the email configuration and more. Here are
Integrate Assist with CRM
I am trying to integrate zoho assist with my zoho CRM so that when a remote support session is scheduled, it is recorded in that person's crm account record. Thanks in advance for any help.
Getting ID of a field in a Record for Populating in a lookup field
Hi, I have a module 'A' which have a lookup field 'b'. I want to populate lookup field 'b' using field 'c' in Module 'D'. How can I get ID of field 'c' from module D as i have to use ID to populate Lookup field 'b'.
Is it possible to have Notes under an account only show notes for the account?
Just noticed that when I open an account it shows tons of notes because it is showing me all the notes that are under every opportunity under that account as well. Is there a way to only have Notes on an account show ones that are saved on the account and the ones that are on an opportunity stay with that?
Does anybody have experience of integrating TAPI phone systems with CRM?
Phonebridge does not do this. Thanks!
CRM Total Touch Point Score increases every 30 minutes
Some of my leads on CRM have had their Total Touch Point Score incrementing every 30 minutes or so, and their scores are vastly different from their scores on Campaigns. I am aware that CRM and Campaigns have different scoring rules, but the gap between
check email on lead and contact, THEN update one of this OR create new lead
I have always wanted not to have duplicate personal data on the crm. I normally want a new contact to be inserted as a lead, and only after some procedures that this becomes a contact related to a company. If a person is entered as a lead, they cannot
Custom button
Hi. Our business process requires to make appointments that are always the same. Is there a way to click a button and have the fields from the lead pre merged into the meeting? for example the address Appointment date and time Host
Can i extend the data capacity in the field "Report to"?
I am using the field "report to" in zoho CRM PLUS but there is a limit and a message appears saying "you can only "report to" 200 contacts. Can i extend that limit?
Sending transactional emails via API and Zoho CRM
Hi, is it possible to leverage EMAIL templates for specific transactional emails via the CRM API? and which plan is required to do so? Objective: Migration from custom built transactional email solution to external provider, ideally within Zoho CRM. Emails:
Creating Custom Button to Create a Note on Lead
I am using a Custom Button to create a note on a lead. I want the user who clicks the button to be the "Created By" on the Note. This is not working. No matter who clicks the button, It shows my ID and name. Here is the original code: desc = "Outreach
Why had a topic I was previously following now disappeared?
https://help.zoho.com/portal/en/community/topic/custom-function-12-add-pre-defined-notes-to-records-in-a-click This was there just two days ago and now it seems to be gone. Ishwarya SG was kind enough to help me with some code and now I can't get back
Introducing Motivator for Zoho CRM: CRM adoption via fun sales
Sales people are competitive by nature but data entry makes selling monotonous. Sales reps end up working mostly offline and wait for the routine report to feed that ambitious spirit. A CRM isn't just a sales lodger or an exaggerated notebook; a CRM
Switch/upgrade your telephony extension
Important notice regarding your telephony extension For quality and security reasons, we began upgrading all our telephony extensions to their latest versions in July 2019. We then further deprecated the support functions for older versions of the below-listed
Recent updates in record sharing, custom views, portals, and more.
Hello everyone, Some recent updates that were released in the month of January and February are as follows: Sharing records from private or public read only modules with all users Earlier, users were restricted from sharing records from 'Private' or 'Public
Using notes in a mail merge report
I'm creating a mail merge report in Zoho Writer for Potentials. I have already seen how I can include related records and their fields, such as contacts appearing in the contact role related list. However, in the available related lists to pick fields
Spaces in Invoked URLs
We have a custom button that invokes a URL that includes the Account Name as a merge tag. If that account name contains a space, it is being passed through as a `+` symbol instead of the standard `%20` - is there somewhere I can change this?
Workflow Trigger - Create - Stopped working for converted Accounts
Hi, i just noticed that a workflow that was set to trigger on Create for accounts lately stopped working for accounts that were created through Lead conversion. The last time it did work was on December 14. The next time we had an account created through
Trying to configure a creator app in the CRM gives me a refused to connect error
I'm trying to configure our app in the CRM to change the way it's displayed. however I keep getting this error. What do I need to do to solve this?
View Last Activity Time on Individual Records
How can I display the `Last Activity Time` on individual records? I see it in list view, but not record view. We need to display this for our Salespeople to easily identify the last time an account was contacted or a note was created.
Remove Default Currency Field
How do I remove the Currency Field from a section in a module?
Absolute no innovation
This is a generic question to Z CRM Team - Why is Z CRM not innovating? In simple terms - It's all so generic and nothing unique. Have you looked at how Pipedrive, Close.io and the likes are launching features which are unique, productive & first of it's
Pushing CRM products to Books as items via script - how to link the two?
I am aware of the integrations available between Zoho CRM and Zoho Books, and our company is leveraging them. However, syncing needs to happen on-demand for one of our workflows, which requires producing entries for custom product in CRM and syncing them
Adding a field to a related list
I would like to create a custom related list between vendors (or a custom module) and deals that has additional field specific to the union. For instance, Contact Roles and deals have a field that only pertains to contacts in the deal. That field is
In Japanese, "meeting module" is mistakenly translated as “予定”.
The word “予定” means "plan" or "scheduled" in English. This will appear in both CRM and Desk activities. The schedule is a temporal concept. I have complained to the Japanese community about this, but they have not escalated the issue. The concept of schedule
User Management
Hi, I am having some trouble with user profiles. I have two profiles. Standard & Admin Standard users fill in a deal Admin user then goes to that deal and adds sensitive data, by doing this standard users are then able to see the admin section of the
How do I insert data into a pick list using the API?
I am using the exact same name as the name in the drop down of the pick list, however it's not recording any entry when I create a new record. Seems like I do have the fields right, but it's just not working. Is there a certain way to do this? Thank you!
Change default calendar view
Hoping someone here can answer this small but irritating issue. I use Zoho's calendar to schedule my client's meetings and travel. The calendar automatically opens up showing only my appointments, which are few and far between. Is there away to change the default view to either show all users' calendar, or just always show my client's calendar rather than my own. Thanks Yvonne
Zoho CRM 2021 Overview & Best Practices Webinar Presented By Zenatta Consulting
Join us next Tuesday, February 16, 2021 10 AM PST by registering here The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss feature changes to Zoho CRM 2021 and an overlook at general best practices.
Function's Name column is too narrow
Hi, A Few months ago, you have made some great changes to the functions management. In the proccess, looks like you have narrowed the column width of the "Function Name" and it is very annoying... Can you please switch it back to how it was before?
Trigger one specific workflow when using "{"trigger":{"workflow"}}"
When using "{"trigger":{"workflow"}}" it triggers all workflows on the specified module, but ¿Can it trigger one specific workflow, or workflows? If this works would be really helpfull since I need to trigger only one workflow from another module, without
How to integrate a WordPress form in Zoho?
Hi! Can I integrate my WordPress form in Zoho? I have already created a forma in WordPress and i would integrate those in my Zoho CRM. It's possible? I don't want create a new form with Zoho
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