From email address in sendmail - Custom Function - Zoho CRM
Hi, Using SendMail in a custom function in Zoho CRM, we want to configure the From attribute to a specific user instead of zoho.adminuserid or zoho.loginuserid. Additionally, when someone receives an email sent with From attribute set as zoho.adminuserid
Is Zia voice implemented on a desktop browser? If so, where the heck is it?
Is Zia voice implemented on desktop browser? If so, where the heck is it?
Hard Bounce Email List
Not sure who else agrees but it would be great if I can generate a list of contacts with email addresses getting a hard bounce. I can see a warning symbol beside emails indicating that its bouncing in the specific contacts info page but, it would be great if I could generate a list of all contacts with those warnings. I could then use this list to try and correct that bad emails. Just a thought...
article group, category, product group
With the data migration, another question arises that cannot be fully answered even by trial and error. Product categories (in our ERP system "product groups") As "usual" in some places in Zoho, there are several ways to depict the same thing. But what
Where are my emails being stored?
Hello, I appreciate and thank you already for viewing my post, and hopefully answering my question. I am using Zoho CRM to email clients. We have some great html templates made, ready to be sent out. I am looking to add the "Having Trouble Viewing This
Workflow Rules On Linking Objects
The linking object is very useful but is very limited in what you can do on the module, I would like to see the ability to run workflow rules on Linking Modules as my users currently have to press buttons to run any custom functions.
Zoho CRM field gives anyone access to other records!?
Hi Within CRM Id like to send a mass email to my contacts which contains a link to my Form which is prepopulated with their specific details. If I Insert Form within my CRM email this works fine. BUT I can only do this for one email at a time. If I include
QR Code used to point to a Deal/Potential
Guys, I want to be able to use the QR Code on a mail merge document that ive created. This document is basically a "job sheet" that my service guys take with them to jobs. If they want any more information it would be cool to get their phones and scan
How to integrate Wix Member Profile with Zoho CRM
Hi, I am using Wix website - member profile feature where each user can create their online account on my webiste. https://support.wix.com/en/article/creating-custom-member-profile-pages I want to integrate this with Zoho CRM so that when a user/member
Created Time Not found in Formula
Hello, I am trying to create a custom field just containing the date component of the created time of a deal. However, when I try to do it through the the datepart formula I am receiving an error message indicating that the created time field cannot be
CRM Report with Blueprint Data
I would like to create a report on CRM using blueprint data and would like it to show the amount of transitions done after a specific date rather than the time spent between transitions. Can I do that?
Using HTML email templates from Campaigns in CRM?
Hi Zoho Admins, I would not only like to produce HTML email templates I can use for my mass email campaigns with the Zoho Campaigns tool, but also use templates I create in the Campaigns tool in the CRM tool. Is there a way to do this, meaning a way to
Create Quote from Lead
Is there a way to create a quote for a lead or must they be converted to a contact first?
How does one lock or unlock a Workflow?
How does one lock or unlock a Workflow?
Mapping Feature
I know this has been discussed in the past, but I would really like to see a mapping features with contacts and opportunities. The mobile app is OK, but I would love to see it in regular zoho crm. The ability to see customers and projects/opportunities
How to create reporting that tracks sales KPI's for openers and closers?
We are upgrading our sales team to include openers and I need to be able to create reporting that allows me to measure the effectiveness of them, as well as our closers. Our sales process takes about 20 minutes, and typically people don't come back to
Formula - Merge single line text fields that contain double quotes
I'm having trouble creating a Formula field that joins two text fields together when the user text contains double quotes. For example I have two fields named as follows to hold sizes in feet and inches noted with single and double quotes. Length (Feet
Cant see other active users
I'm signed in as admin with fully permissions (including permission to Change Owner). But when I try to change account ownership, I only see my account as an option, and not the other active users. This issue arose after I (successfully) imported new
Quarterly Reports
Has anyone figured out how to do quarters in reports? I'd like to see forecasted revenue shown per quarters. There really is no good way to do by month either unless you make close date on opportunities always be last day of month -- which is what
Get Details of a Delete Record via API?
Hey there — I'm currently using the watch API to allow our backend server to receive updates from Zoho and then propagate those changes elsewhere. Right now I'm trying to implement the ability for, when a record is deleted in the CRM, it is also deleted in other locations in other services that we have. However, when the record is deleted, the API only sends over the record ID, which is not the ID I need in order to delete the record in other services. Instead, I have another ID as a field in the
Generate auth token ??
How to generate 'auth token' in zoho projects via API mode. I am able to generate Authtoken via 'Browser Mode' but I am stuck in generating auth token via API mode!!
Community Digest - January 2021
We hope you find the Community Digest series useful! We like to keep adding to it as much as we can so, if you've got any ideas, feel free to add them in this form here. Your inputs are greatly appreciated:) Announcements Introducing the upcoming customization
Inventory Module Problems
There are significant problems with the Inventory Module we have been reporting for the past two years and we have yet to see any progress on resolving these. The problems we have seen are: 1. You can DELIVER a Purchase order more than once which adds to the Qty In Stock value. Solution: Prevent Purchase orders from being DELIVERED more than once 2. If you delete a Sales Order with items, the items are not removed from the Qty In Demand. Solution: Don't allow the delete of a Sales Order when it
Ring Central issues with documenting calls
I'm reviewing ZOHO CRM on a trial basis to determine if this is the right cloud-based solution for my company. One of the reasons we are interested is because of its integration with Ring Central, the VOIP phone system we use. However, it does not appear to be work very well. We enabled Ring Central within the CRM and are logged in. We are able to call out, but then when we end the call, the pop-up box with the contact's name remains open with the timer still running as if the call is still in
How To Add Read Only Text To A Form
I am building a customer portal based on Zoho CRM. As the users will be clients with no training I want to provide them with help on each form / module. I am struggling to Add just a paragraph of help text/instructions at the top of each page. I have tried: 1) Using a formula to display some text - unfortunately this doesnt show up when they are editing a form. 2) Using a multi line field set as read only and using a workflow and custom deluge script to populate the field with a paragraph of help
Modify Field permission on Deals depending on stage
Hi is there a way to modify a field Permission depending on a Deal Stage? or is there a way to modify field permission from a function? i want a certain field to be read only from certain stages onwards.
Email notification @userxyz
Hello, I used to receive an email when someone was tagging me in the notes section of an opportunity, contact or company (exemple : @marieelise could you have a look at this opportunity) like this one. Since a couple of weeks, i don't received those
IMAP integration questions
Hi, I had a few questions about Office 365 IMAP integration: Do emails (and their attachments) count against your storage? Is it correct to assume when a user leave the company and you deactivate their Exchange account, this will also remove their synced
registration level
i need a crm to run 3 people in my sales team and i want to be able to see what they are all doing individually but not for them to see my leads or anyone elses. Which level subscription do i need?
Razorpay Payment Gateway Extension for Zoho CRM
Easily connect your Razorpay account with Zoho CRM and send Razorpay payment links to your customers from the Invoices module in Zoho CRM. Send a payment request link to the customer, cancel the payment request, or resend the payment request notification
FREE WEBINAR TODAY: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals
Zoho CRM is a powerful sales tool that more and more businesses are adopting as part of their growth strategy. Its wide range of enterprise-level sales automation features unlocks sales teams’ potential by shifting their focus away from time consuming
Passing CRM Values to a Custom Function as Parameters
Hello, Could someone help with this little custom function, please? It sends a text message as part of a workflow to a lead's mobile number, addressing the lead by name. How do I pass those two values from the Lead module? I see how to edit the arguments
Public links to document library files
Hello. I haven't been able to find out if this is possible. I want to send presentations to clients, but they are too big for attachment, so I prefer having them online and including a download link in the email. Is it possible to create a public download
Can Zoho CRM plugin for Outlook be set to use default Web Browser?
The Zoho CRM panel in Outlook, all the hyperlinks to Accounts/Contacts/Deals/etc... will only open in Internet Explorer, even though Chrome is my default browser. Is there any way to change this?
C# SDK - Version 3.x.x
My app I wrote using C# SDK in 2.0.2 works fine. But now I need to upgrade it to the newest SDK 3.x.x. But when I update reference via NuGet to 3.0.0 or 3.0.1 always I have problems with build app - "The type or namespace name 'ZohoOAuthTokens' could
Convert Button on each list item in list item view
I see that you can put a customized button in each list item, but what if you want to put a standard button (in this example the convert button) in each item. Do I have to clone the Convert button as a custom button? If so how? Am I just missing a simple
Zoho crm for retail
Dear all, I have a feeling that Zoho CRM is note suite for retail business. I have a small business with household products. When I try to make sale some products for customer, the Deal module (Is it use for sell?) try to register deal, but it is more
Zoho CRM seems complicated for retail business
Hi All, I'm learning Zoho CRM for my retail business. now I'm trying to find the way to sell products to customer, but it seems Zoho doesn't have that process: Deal module look like it's for B2B, the Order Module look also very strange for sales process
Screen Noise in Chrome on Mac
Every once in a while, the Zoho screen (when logged in only) turns into chaos and noise, like a bad old-school television set. This only happens on Zoho app, and only in some of them. As example, it happens in CRM and in MarketingHub, but not in Desk
Zoho CRM Groups - Access to Deals of other Roles?
We are currently using the Professional version of Zoho CRM, which means we have limited Data Sharing capabilities. We have the current Role hierarchy for users: 1. Directors a. Sales b. Service c. Marketing d. Accounts e. Project Delivery The idea is
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