Upcoming Actions on Record Timeline
Hey, love this feature, would like it even more if the timeline list allowed the Admin to run or stop upcoming actions on a record. This would accelerate my testing of custom functions and many other processes. Moderation Update: The revamped record timeline
Small Lending company set up and flow.
Hello, I recently started using Zoho CRM Free Edition for Google Apps. Our company is a small 3-4 employee lending/microloan business. The process is the following: We get a "lead" who wants to see if they can borrow from us. (They become a "lead") We
Dark Theme?
I see there is a dark theme for Writer in the reader view, but not seeing one for the regular view for writing. It would be a great help as I often work late at night and even with blue-light filter it's not enough to keep my eyes from burning out of my skull. Hopefully I'm just missing the option somewhere and somebody can point me in the right direction!
How can we bring alibaba contacts and emails into to Zoho crm ?
Any thoughts lets have a chat !!!!
Is there a way to allocate a Deal amount across business units?
We frequently have Deals in our sales pipeline that incorporate multiple business units. Is there a way I can allocate the Amount for a Deal across multiple business units? The number of BUs in question could be anywhere from 1-5 for a given Deal, so
Trying to show data via function using custom related list - what's wrong with my formatting?
Hi, Sent this in via live chat but haven't gotten a response yet, and wondering what I'm doing wrong. I have this code: string FreshdeskTickets(string email) { headerMap={ "Content-Type" : "application/xml", "Authorization" : "Basic XXXXX" }; response
ExtensionPointers - JS SDK Series #2: Fetching the related records of a Zoho CRM module from a widget
Each business requires a mutual integration between its individual components in order to operate efficiently.Zoho CRM is a complete enterprise setup, with all its modules mutually linked with each other to keep your data up to date. The Related List
Notification API patch request is successful but doesn't update anything
Hi, I'm using the Notification API to be notified when an opportunity (which is called ether a Potential or a Deal in your API it seems) is created or edited. The creation worked fine but since a notification channel expires after a maximum of one day
Zoho Contacts to Sales Order "Product Details"
I have a custom field in "Contacts" for products. When creating a sales order can the system auto-populate " Product Details" in the sales order form with the information in "contacts"? We're having to manually select the product in sales order every
Tracking amount of Leads in previous periods
I have the Zoho CRM Pro plan. We need to be able to compare (in a report or analytics) the amount of leads added this month against amount of leads added the same month in the previous year. Or this month vs last month etc. This includes dead leads or
Combine TEXT fields & Date Field into one Formula Field
I have three fields I want to combine, with separators. FieldA (text field), example: Bob FieldB (text field), example: Smith FieldC (date field), example: 10/28/2020 I would like a calculated field to show the following: "Bob: Smith, 10/28/2020" How
Hide/Show fields in subform in a for loop
Hi! I have a subform that I'm iterating through with a for loop. I want to be able to hide specific fields for particular rows in this subform. I know how to hide fields for every entry in the subform, but I cannot find a way to hide fields for particular entries in the subform. Is there a way to do that? Any help would be much appreciated!
About PHP SDK client application registration
I use the PHP SDK. However, I am in trouble because the procedure on the site and the actual page are different. When I visit accounts.zoho.com/developerconsole, I'm redirected to https://api-console.zoho.com/. The redirected page is different from the
All users activities have gone off the CRM.
Hi We have noticed this morning that all our users activities as in their tasks incluing mine have disappared, its saying no activities found. Its not just the Not started ones it all status inclued completed. How do i get them back. This is urgent!!!
Add call result after call complete
Currently when you use the +Call in open activities it opens the create call form. The form has call results there. When you click start calling it closes that form and opens the phonebridge popup. When you click done the call ends and logs under closed
from picklist to multi select picklist
Hello, how can I transform datafield with typ selection (pick list) to typ multi selection (multi select picklist)? is there a workaround wy for doing this? Thanks!
Feature: Combined Field
Hi, As mentioned here: https://help.zoho.com/portal/en/community/topic/combine-text-fields-date-field-into-one-formula-field, You can create a formula field that contains values from multiple fields. It is a nice feature! But, You still have all the original
Tiggering a ZOHO Flow with a CRM Button
Is there a way to effectively trigger a ZOHO Flow with a ZOHO CRM Button?
Zoho CRM Custom Function search related records by phone number.
We are currently using Zapier to pull in inbound/outbound text messages from Ring Central and create an activity in our CRM system. Only problem is we are lost when it comes to creating a custom function that will associate that activity to the related
2 Blueprints for different part of the sales process - Not Working
Hi All, Fairly new to Zoho and currently customizing the Professional Edition. I have two Blueprints that are active and service the Deals module. The first one walks through the Pipeline stages to the "Won" stage and the second starts at the "Won" stage
Archivos adjunto en casos
como puedo adjuntar un archivo a un caso nuevo?. Estamos creando casos pero necesitamos adjuntar archivos de seguimiento del caso o capturas de pantalla de los casos que se están presentando pero al crear un caso por el Zoho CRM no tiene el campo adjuntar
Community Digest - October 2020
Announcements Take part in the virtual Halloween costume contest and win a gift hamper worth $100 from Zoho! Block your calendar - Here's the second part of the focus group webinar series to build long-lasting customer relationships with Zoho CRM 2020
Assign territory to account automatically
Hello Zoho support! I have a doubt regarding the new territory management feature: It is possible to assign to an account to a territory automatically based on the user's territory (the user that creates the account)? I have created 2 territories, lets say Australia and Brazil. Now, Australia contains 2 sales persons, and Brazil two more sales people. My objective is to isolate the accounts from these two territories and that if a sales person from Australia creates an account, this account will
Workflow Rules for Calls - We Need to Talk
Dear Zoho CRM Product Team: Below, is your announcement regarding new workflow rules for calls and I can confirm that I have this activated in my account. Zoho CRM Announcement It's in our nature to innovate and try new things. As we refocus on products that provide our customers with the most value, Zoho CRM is announcing Redefined Workflows for Calls. I've tested a workflow whereby, when a call is received from a number that is not recognized in the CRM, it triggers the creation of a new lead.
Zoho CRM not showing the entire email thread from Zoho Mail
Hi We use Zoho Mail and Zoho CRM. We see emails in CRM because we have them sync'd but we do not always see all the thread. Is there a reason why some of the emails in the thread are missing? Is there a setting we can change? Thank you,
How to Import Tags into a CRM Pick List Field
Hi I need to import Tags into a number of CRM Custom Pick List Fields. If I create a csv file, how can I setup a varying number of tags to import in the csv file? Kind regards John Legg Owner: The Debug Store
No such CRM account error
{:code=>"NO_SUCH_CRM_ACCOUNT", :details=>{}, :message=>"There is no such CRM account for the user.", :status=>"error"} What does this error mean? We recently reset our sandbox environment and have a new one setup, this obviously generated a new organization
Small Business Heroes Podcast #4: Streamlining Business Process with Virtual Assistant
How to take the pain out of your business routine with virtual assistant? Listen to the founder of SOS (Specialized Office Support) - Amy Wall, who has been helping businesses streamline their business processes like sales, marketing, accounting and even
How do I setup a portal!? Theres no option
Hi, Im using Enterprise edition. Im following the instreauction about setting up a portal. The instructions tell me to go to Setup > Channels > Portals. But theres no such option. Portals are included within the Enetrprise edition arent they? Thanks
Mirror 2 Seperate Zoho CRM accounts into one Joint Business CRM
Hello, I'm brand new to the Zoho CRM platform. However, I have two partners who use it already. They would like to create a Zoho One account that mirrors the information in each of their individual CRMs. I've been given the task to make this happen. Is
Publishing data from sandbox to live CRM
Hi Ive been working in sandbox, created custom modules and added test data. I want to publish the module changes AND the data within to the CRM. (The CRM is new and a blank slate). How do I publish the content? DO I export from each module or backup the
Customer Purchase History
We quote customers some products, and if all goes well, its closed won. A few months later, the customer may come back and order more. We want our sales people to be able to see what the customer purchased without having to dig through previous deals
Upsert API call is updating unexpected Zoho Contact
We are seeing an issue using the Upsert API endpoint where the requested duplicate_check_fields provided appears to occasionally fail and upserts an unexpected entity. Observations: The API endpoint we are using to update data: `https://www.zohoapis.com/crm/v2/contacts/upsert` 1st Sent request ``` { data: [ { "Email": "example@example.com", "First_Name": "Timothy", "Custom_Id": "544", "Another_Custom_Id": "6840" } ], duplicate_check_fields:
Is it possible to map a dependency field from a system required drop down field
I am able to map one custom picklist to another.custom picklist without a problem. but say I was to map a dependency to a custom picklist from a system required field, even if it is a drop down, the system required fields do not appear in the option list for a parent field. Example, in potentials I want to map Stage to a custom picklist called "Status" where in i classify the various stages as open or closed. Is this possible or is there a workaround?
Round Robin for Automated Task Assignment
Using a Custom Function, users can be assigned to records via Round Robin and also a similar custom fucntion can be set up for the purpose of assigning tasks to users in a round robin. I wanted to share here in PartnerSpeak a good use case of this from a recent client post which also has the instructions on how to set up this Custom Function: https://help.zoho.com/portal/community/topic/enhancement-round-robin-for-automated-task-assignment We will add later how to make a few small changes to this
How can users listen to each others recorded calls?
It seems I can only listen to my calls. What do I need to do to listen to other users calls after they have been logged?
Custom Workflow Function
Hi, I'm trying to use Zoho for a Property Developer. I've changed the Products module to Properties. I'd like Zoho to match properties to leads when a lead is created. Is there a workflow function that can match and insert a property into a lead when
Auto response rule only for approved leads?
I've set a new auto response rule for a web-to-lead form, but the email is sent even if the lead hasn't been approved yet. Can we set a rule to send the email only after the lead is approved?
Payment options - Debit card
Currently a credit card is connected for payment. We are getting a debit card for the Company; can we connect a debit card for payments?
ZOHO CRM REST API - Tagging Users in the Notes Field
Is it possible to tag a user in the notes field through the API? For example, when one manually does this task in the CRM you would do @username to make them aware of the note.
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