Automatically Show a Layout when Using App
I created a layout that is optimized for when you're using the ZohoCRM app called "App". I still have the "Standard" layout which is two columns and ideal for web browsers. How can I make it so that whenever I open the app (android), it defaults to use
Mass update of lead status does not trigger workflow
I have created a workflow that triggers the creation of a new task on change of lead status of a Lead. This works fine when I drill down into a lead, change status and save. However, on Leads view when I use the mass update functionality to change lead status, the change does not trigger workflow to create the tasks. Am I missing something here or is this one of those hidden feature? ;) Thanks for your pointers.
Zoho CRM contacts export
Hello there, is Zoho CRM able to export contacts to an android phone?
IF Function: return multiple values based on multiple conditions
I want to return four possible values - 1, 2, 3, 4 - based on the following conditions: If the difference in one date vs today's date is >= 7, return a 1. If the difference in one date vs today's date is >=14, return a 2. If the difference in one date
how do I create a widget with the HTML / CSS / JS files I made?
how do I create a widget with the HTML / CSS / JS files I made? I can only create if it is external hosting (Ex: Codepen), but I wanted to use the hosting of the zoho itself. I already sent the .zip file and pointed to the path of the index.html, but
Application based password
I am trying to syn my Outlook Calendar to my Zoho CRM. It is asking for email and password. I tried both my Zohoo password and my outlook password and I get the same error message. "Please use the application-specific password instead of your account
Task list for clients
Is it possible for zoho to create a way of adding task list for clients. For instance 1. Sale complete in leads and moves to contacts 2. Task list is sent to client. This can be a new list created on the spot or from a list of task templates 3. Client
Mass Change Ownership
I have tried different things and cannot get this to work. I have thousands of leads that need to change ownership. Going forward, I can import new leads with the proper ownership... it is the ones that I initially imported that need to be fixed. When
Custom Upload File Option
Hello, The upload file option (see attachment) doesn´t work. Can you please fix this. Thanks
Updating contact and company details in CRM via forms
We want to send our contacts a mail on a yearly basis through which they can confirm or change their details (including company name). This is important as our clients are educational professionals, who often change school or oganisation yearly. We have
Phone.com and Zoho CRM Call Pop Problem
Hello, We have the Phone.com integration set up, but when there is an incoming call, only one user gets the call pop up in his CRM. We would like all users to get the pop up, or if an extension was used, for the pop up to show up in the CRM for the person's
How do I get first and last names to remain separate fields?
When I edit a contact or it's page layout I have first and last names in different rows like this: But when I view the contact it shows both names combined like this: This screws up the layout of my page by moving the other fields on the left up. See
Customisation HELP!!
I am looking to use Zoho CRM for the sales team of a residential property developer. It will be used to capture leads, convert to deals and plot the deal through the various stages until completion of the house sale. So far, I have customised Leads,
CRM Survey Campaign not populating
I have Zoho Survey setup with Integration for Add\Update new entries in to CRM, When a survey is completed i get a notification and a new lead is generated. Great so far! I created a campaign in CRM and i had the option to pick Survey or offline, i picked
How to handle Company Name/Account Name changes
Companies change names and get bought out. What is the best way to go about updating records in the CRM? Should the old company name be saved as a child? Should we create a dropdown list of the previous names? Sort of like an alias list?
"code": "AUTHENTICATION_FAILURE"
I have created api and auth token, and directly posted using postman, but it showing an error, Please send me the solution for that
Autofill a field in Contacts based on the the value of another field with a formula/fucntion.
I basically want to do a vlookup like you can in excel. We have a custom module called Sales Rep. In this module the Sales Rep is connected with Vendors. In Contacts I have a lookup for the Sale Rep. I want a field that will show Vendor Name of the
Has anyone else noticed a change in the tech support?
The tech support used to be amazing but the last couple of times i've had to use the tech support chat for Books, forms, and CRM the person on the other end was not helpful. Today's Adventure: My workflow rules have been working beautifully for weeks.
Field Display Name
It would be useful to have the ability to give a field a display name to replace the field name in the displayed system to staff in my case I capture multiple address information ie time at address in to "years" and "months" via drop down Example -
Subform in a Web Form....
Do we have the ability to add subforms we have created to a web form? Seems like a no brainer that this should be an option. If not, is there some sort of work around. For example if our webform is requesting info about a family, how are we suppose to
how to integrate ZOHO CRM with avaya IP Office
Hi We want to integarte ZOHO CRM with AVAYA IP office. Actually we are using avaya for communication. So can you guide me what steps we have to perform??
Revision in individual and total field limits for the Enterprise edition
Hello everyone, We have made some revisions to the field limits for the Enterprise edition. Total number of custom fields allowed: Earlier we allowed a total of 310 fields/module, now you will be able to add up to 300 custom fields/module. If you have already added more than 300 custom fields we will keep them intact, however you will not be allowed to add further fields. Individual field limits: The table below shows the old and revised limits for different types of custom fields: Field Type
Half of my workflow stopped working this morning
Hi I have a workflow that has 4 actions whenever a contact is created through a Zoho form. This morning 3 of the 4 actions have just stopped triggering for me even though it has worked in the past. The three that aren't working are two email notifications
Is it possible on invoice creation, to automatically send the invoice as pdf from an inventory template, to the client?
In combination with Zoho Flow, I've managed to automate the creation of the invoice in CRM, but cannot seem to figure out how to send the same invoice as a pdf attachment to the client via email.
Linking a new lead to a campaign in custom function
while using the zoho custom function ( code is bellow ) campId = "xxxxxxx"; mp = Map(); mp.put("Campaigns",campId.toLong()); resp = zoho.crm.updateRelatedRecord("Campaigns",campId.toLong(),"Leads",leadId.toLong(),mp); info resp; it executes but
Linking a new lead to a campaign in custom function
Hi all, I have leads that automatically come into Zoho CRM from Facebook Lead Ads via Zapier. I'd like to link a new lead to a specific campaign when the lead is created in Zoho. I was thinking of doing this via a workflow. Can anyone please help out with the code for the custom function? Much appreciated. Matt
Zoho CRM to Zoho Forms link: usable outside of email template?
Hi, I really like the Zoho CRM to Zoho Forms integration. We use the link in our email templates. I would like however to invoke the url directly from a button for my users to use. Is that possible or is the Zoho CRM to Zoho Forms url only available for
Set Number Field to Zero
We're using Flow to set a field when a customer completes a survey. If they give a score of zero, it leaves the field blank instead of setting it to zero. Any ideas on how we can get it to display `0` and then allow automation to kick off based on the
Get holiday list from Zoho CRM
Hello, following function has a <holiday_list> parameter: <variable>=<start_date>.workDaysBetween(<end_date>,<weekends_list>,<holiday_list>); I would like to pull the holiday list from zoho crm. I could not find any reference on that matter. Is it possible?
Round robin based on User's gamescope?
Hello, dear Zoho community. Are there any chance we can assign the leads via round robin using the User's gamescope as criteria? Or probably there is another better solution to assign the lead to the best User?
Zoho CRM custom function API request syntax - calling from Google Apps Script with custom arguments in Body/Payload
Putting this down here as it's taken me ages to figure out - hopefully can save time for somebody else. Objective: call custom Zoho CRM function from Google Apps script, with custom arguments in the Body/Payload Sample Google Apps script code function
Unable to find custom module in the reporting module
We have created a module called "support contracts" this holds some vital information that we need to report on, this information then needs to be used in analytics. I however cannot see this custom module in the reporting module and wondered how I get
Lead allocated date and agent
To create some true lead conversion stats I need to know who was allocated a lead and when. Has anyone found a good solution for this? Or do I need to crate two custom fields wheich are then updated at the point of allocation?
Zoho Blueprint prefill prompts
Hello, when a lead transitions from one state to another, the blueprint pompts the user to create a call. The user has to provide all the fields marked red. Because this is a standard process in our company, I would rather have most of the fields prefilled.
CRM data and webforms transfer
So i have been using Zoho one Subscription for a while, and recently the business split into two. The new company will do majority of the work that was done prior and have a new name, domain etc. So i am planning on downgrading the existing zoho one account
Field value = A. If A is blank, B. If A&B are blank, C
I have 4 fields. I want the "Result" field to display the value of either A, or B, or C, depending on which fields are EMPTY. If A is not empty, Result field value is A. If A is empty, result is B. If A & B are empty, show C. If A B C are empty then blank. For example, if B is the only empty field then it would still show A. Field A Field B Field C Field Result I know how to do something like this in Excel, but can this be done within ZohoCRM?
can you prefill related list module on creation
Scenario I have a custom module called SMS, which has a lookup to the contact module. From the contact module I have the related list set up so that I can add new SMS (links to SMS custom module). Problem When i click new SMS i want to prefill the Mobile
Customizable Call Layouts
Hi Guys, we use Sipgate as Phone Provider and everthing runs well, but we need urgently the ability to customize the phone pop up box! Story: As a Sales Representative I want to document my CALL RESULT [DROP DOWN] (e.g. Desisicion Maker not reached, Meeting
Call Dispositions in Integrated CTI
The ability to click-to-call is essential to a CRM. While there's a CTI adapter for RingCentral, its lacking critical features/functionality. When you place a call, you provide the ability to type notes within the zoho pop-up, but no way to track a call
Mail Merge & CRM
Hi, We are business to consumer and some times we have to send physical letters to our customers. If i run a mail merge it all works great. When I go back to that record is there somewhere I can see that a mail merge has been sent and the content of
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