Adding a new shipping address in an Estimate (Zoho finance)
HI, We are using the Zoho Finance module inside the CRM. Our sales are creating Estimates / Deals. However for an estimate, we need to add a new shipping address (as our contact wants to ship to another address as the one saved). In Zoho Finance it seems
adding users and allowing access to crm
Hi, I'm very frustrated - I want to add users to my crm account and allow them access to all the records. its either impossible to do or very well hidden. i've invited users but they have to create their own account, which doesnt access the company
Can I get content with 204 on a search call
Hi, Is there a way I can get the searched content back in response body along with a 204 status? Thanks.
Report Issues
Please provide UI for -sorting reports by name -last modded -name of editor -last run -edit name (w/out opening entire report) -edit description (w/out opening entire report) dgdlux
Zoho CRM Search API always returns empty body
Hello, I'd like to find a contact using the Zoho CRM search API. I passed all the Oauth2 steps, I can list my invoices for example. But when I try I always have an empty response. Nothing in the body. curl "https://www.zohoapis.com/crm/v2/contacts/search?word=publi&org_id=123456"
Lead to Accounts Conversion
Hello, Quick question, when a lead is converted into an account, using the CRM, is the leadID = AccountID? We are using the CRM API to export data and we need an ID consistent between the lead and the account once it is converted. Please assist. Thank
Need help with function that carrys tags over from contacts to deals
I think I have the actual code correct but I believe that I am having trouble regarding the setup of the connection. The scopes I have for the connection are: ZohoCRM.functions.execute.CREATE, ZohoCRM.functions.execute.READ, ZohoCRM.modules.ALL The error
BURST SMS Integration
Hi, I am trying to integrate my Burst SMS account to Zoho CRM. I have managed this by using the following video https://www.google.com/search?rlz=1C5CHFA_enGB717GB717&sxsrf=ALeKk01ZiAy5y3YsvFfyJ12FhzYtpOvqPw%3A1608575597720&ei=bergX6LHK9aQ4-EP9ra4gAk&q=intigrate+burst+sms+with+zoho+crm&oq=intigrate+burst+sms+with+zoho+crm&gs_lcp=CgZwc3ktYWIQAzIICCEQFhAdEB46BAgAEEdQwQ5YuBRgnBdoAHABeACAAbQCiAGcCJIBBzAuMS4yLjGYAQCgAQGqAQdnd3Mtd2l6yAEIwAEB&sclient=psy-ab&ved=0ahUKEwjiseKI29_tAhVWyDgGHXYbDpAQ4dUDCA0&uact=5#kpvalbx=_cergX-LPKvya4-EPsd226A011
separate the deals, accounts …etc
can I separate the deals, accounts …etc. based on the department of the logged employee ?
Data Validation for Select Field
Good morning. I would like to apply data validation for a field that is a Select Field (From a list of users). The rule that is to be applied depends on the value of another Select Field (Choose from a list of possible Deal sources). Depending on the
Bulk Write Api: Associate Contacts with Accounts when I bulk write Contacs
Hello everyone. I'm posting here after trying chat support. Maybe someone in the community knows the answer. Doesn't seem like it should be that difficult. I generate a CSV of clients and create a bulk write job. All of the clients are created, but none
Notifications API
I've enabled notification for a channel to be notified anytime a contact is added, edited, or deleted. The request to enable succeeded, however I never receive the callback. I'm recording the callback to the database when it comes in, it doesn't ever
Create Weekly Task to Update Customer?
What's the best way to create a weekly Task that reminds you to follow-up with a contact within Deals Module? The catch is we just want one task created each week, as long as the deal is not in a "Closed" Stage, and do not want 100 tasks created all at
Zoho CRM API v2 Access Token refresh limits
I know a single Access Token is valid for 1 hour. And a Refresh Token can be used unlimited times to generate Access Tokens (although only the most recent 30 Access Tokens remain valid). But are there any time-based restrictions on how often you can use
Sending email template with additional Icalendar feature to guest.
Wondering how to send an email with Icalendar (Ics) feature to customer? Open customer open the email, they can add to their calendar / agenda . The same feature like when received flight ticket voucher , or hotel reservation voucher. Just wondering
Hide Leads and Contacts from other users
How do I hide mi Leads and Contacts from other salesman in the Company? I would like the Administrator to be the only one that can see all the information, I want other users just to have access to their information. Best regards, Pedro
Customize Lead Header
Can we customize the Lead layout as shown here where it says unkown?
Directions on creating App specific password for Microsoft Outlook
It is impossible to find the directions for how to create an app-specific password for Outlook. You need this if you have two-factor authentication and want to sync with Zoho CRM. It is located on the "Additional security verification page". If you can't
Messages section on the CRM iOS app now support IMAP accounts
Hello All, In the latest version of the CRM iOS app (v3.6.3), the MailMagnet/ Messages functionality now supports the IMAP configuration as well (i.e when the email account is configured via IMAP on the desktop site). To know more about MailMagnet feature
FB Messenger as intergrated communication channel for leads and deals
We are looking to intergrate FB Messenger as a form of communication alongside email and phone calls, we want the messenger conversation to show as a recorded module in both the lead and deal. Has anyone acheived this yet? we see the question has been asked but no one seems to have created a solution?
Sales reps can now set timezone from within the CRM Android app
Hello All, In the latest version of the CRM Android app (v3.5.4), we have brought in support for an option to set preferred timezone from within the app on the move. You can do so by going on to CRM app settings > Timezone > Set preferred timezone. When
Add Contact To Multiple Accounts
We would like to see a feature added so that you can add a single contact to multiple records. We are transitioning from Sales Force and this is a very important feature for us to have. This way you do not need to add the same contact multiple times. We deal with a lot of companies that have several companies and it would be nice not to have to keep adding the same contact information. In SF there was just a button for Add and New. The add would take you to a search window that you could search all
Links in emails not working!!!!!
All my links in my emails I sent out today did not work - they are using some tracking link instead of the ones I put in and I lost a lot of potential customers today because of it - the link was put in the template as this: http://www.thinkipm.com/clientprs/ptek/printek0615.html
Zoho Bulk write contacts job. Assign contact to company by csv
Hello. I'm working with integration Zoho with our application. Trying to use BULK write API. With accounts i have no problem, but I need to get contact assigned to company. So i can't find ability to assign Account .id by csv file. During single export
App Spotlight: Yeastar for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Yeastar for Zoho CRM Boost call efficiency for your sales, support, and phone agents. Connect Yeastar PBX to Zoho CRM and enable one-click dialing, call pop-ups, and call journal right inside Zoho CRM. Benefit from extra mobility and rich unified communication and collaboration features with an all-in-one solution that’s easy to use and manage. Get the extension here Business
Zoho CRM Charts - Age in Weeks / Age in Months
In CRM, I want to show charts which are grouped by week. This is nice and easy (albeit irritating that you have to show week numbers rather than getting the choice of showing week commencing/week ending dates, but that's not important now).... the difficulty
Calculating and updating a field within Products module
Hi, I'm trying to update the Unit Price field with a calculation based on my custom fields Purchase Price and Markup, using the Unit Price as the product sale price. It seems like I have the calculation since when I save and execute it displays correctly based on the float values but I can't figure out how to post the calculation to the Unit Price field. Here is what I have so far: saleprice = purchaseprice * (markup + 100) / 100; map = Map(); map.put("Unit_Price",saleprice); info map; I've also
Add value of one field to the value of another field
Hello, Can somebody explain to me how I can do the following: We have a field called 'Credits Used' which is updated by our software whenever a credit is used and is set to 0 at the start of each month We have a field called 'Max Credits' which holds
We need 200 checkboxes in a module
Hi We need to have about 200 checkboxes displayed for Vendors to click on. We cannot display it any other way (multi selects etc) because research shows its easier for our Vendors to fill in checkboxes. How can we do this? 1) Whats the limit on checkboxes
Set a field in Invoicing
Using Zoho CRM, I almost have all of the fields that I need for customer invoices. However, we assign and internal number to all of our orders. We have a custom fields module called "Purchase Orders" and I need to be able to take a field from that module
Batch Applying Price Books !!
Hi, so, I have been studying Deluge now for a while and made it quite far. I and many others in this Forum share some common requests which a far overdue, like 7+ years old! And most of them are already possible with custom buttons and deluge but should be already integrated, like combining Sales Order together into Purchase Orders or Invoices. While I have succeeded in that, I have been trying to find a way to BATCH apply a price book to a Sales Order/Invoice/Purchase Order on button click. And
automatically add a package of products
I would like to automatically add a package of products to my offer or invoice, but now I have to do for each product. How can you do? thanks Pasquale Bondanese
Is there a way to carry over a tag put on a contact to a deal that is associated with that contact?
We recently started applying tags to contacts and are trying to apply the same tag that is on the contact to the deal the contact is attached to. For example we have a tag called 'MM Telesales' on certain contacts and is there a quick or easy way to carry
Workflow doesn't recognize field update from another workflow?
We have a client that is feeding leads from Formstack through Zapier into Zoho CRM Plus. We are attempting to automatically convert the leads upon receipt into account, contact and potential. The workflow for converting only works when there is a field
Customizing taxes with 3 decimals impossible!
Hi, in Quebec, Canada, there are 2 sales taxes. The first is 5% but the second is 9,975%. ZOHO doesn't allow 3 decimals in tax customization. I am not able to use the Products, Quotes, Invoices modules because this would mean many thousands of dollars
Restore the Deduplicate merged Contacts
I have used the Deduplicate option to find out the duplicate records and a record got automatically merged and some records had to be manually merged and resolved. Now, I want to restore those records back to the Zoho CRM Contacts module as some records
Multi Select Parent Dependency is not available
Hello, Our company is trying to add multiselect Parent/Child dependency but this is not available at the moment but the business logic requires it. Could you please suggest a workaround as how to implement it? I am attaching screenshots, so you can understand
Default Reminder to be "Pop Up" not "Email"
Is there anyway within Zoho CRM to make the default reminder "Pop Up" and not "Email"? There doesn't seem to be any customization option on Reminders and there is no way to use a Validation Rule. Thanks.
zoho community in Germany und Zoho support in Germany
Hi, I´m running a small company in Berlin, Germany, speazialised on training and learning solutions. We would like to find some ZOHO users in Germany to share experiences and we are looking for a trainer ZOH CRM trainer. Thanks for your help. Albrecht Kresse edutrainment company
Customize Zoho CRM for Email plugin layout
I'd like to be able to change the Lead Details layout of the Zoho CRM for email plugin. I have it connected with my Outlook. I'd like to be able to see and change the lead status more quickly. Right now I have to click edit and then more fields and
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