Mailing address validation
Could you not integrate some sort of auto-completion for address fields like City, State and Country? I wouldn't expect to see every city of every country in there but maybe just the ones from North America, which are well documented. It's otherwise very had to keep control on how addresses are entered by every one in the system...
Increasing API Credits
Hello everyone! Organizations consume Zoho CRM APIs for various business needs, and it's a show-stopper when you exhaust your API credits before the 24-hour rolling window replenishes your credits. To meet your growing needs and help you keep your business
Disable 'Export Deals' option in List View using Client Script
Hi, Is there a way to disable the 'Export Deals' option in the Actions dropdown using a Client Script?
Limited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
Sortable My Functions list
I can't create task programmatically using deluge
I can't create task programmatically using deluge. I use the code below dealDetails = zoho.crm.getRecordById("Deals",DEAL_ID); currentDateTime = now; popUpReminderTime = currentDateTime.addHour(1); dueDate = currentDateTime.addDay(1); subject = "Test
Create a Sales Order Record via the API using a Contact external ID
I am trying to create or upsert a Sales Order via the API using an external ID for a lookup. https://www.zoho.com/crm/developer/docs/api/v6/records-api-ext-id-overview.html I use an external ID for the Contact Lookup: "Contact_Name":{"FastSpring_Account_ID":"l6NPd8ygTm-qR5Vrfgru8rg"},
Mass Update: Layout not choosable
I can't choose Layout as a field to change for a mass update. I already exited all records from a blueprint.
Changing info for Contacts on Account page
On an Account page, the Contacts for that Account are listed. But is there a way to change the data that is shown? For example, on my Account pages, under Contacts there is the Contact Name, Email, Phone, Mobile and Fax. I'd like to remove the Fax column and I really need to add a Title column, which is included on the Contact's page. How can I do this? Thank you!
CRM sandboxes now support Services and Appointments modules
Availability Editions: Enterprise edition and above DCs: All Release plan: This enhancement has been released for all users in all DCs. Hello everyone, Businesses that provide services to customers can use Zoho CRM's ready-to-use Services and Appointments
Zoho CRM - Assign Lead To Task On Make.com
Hello, I am trying to assign a Task to a Lead on Make.com, although I get this error everytime. I have tried manually typing the exact name of the lead & using the Lead ID. Although both throw this exact same error. Any assistance would be appreciated.
Time Zone Calculation and Field Update in Zoho CRM
I have leads who are all in the U.S., but they are in different time zones. I want to have the Zoho CRM automatically calculate the time for that specific lead based on the zip code that we obtain and then update a time field in CRM so that I can trigger
Phone field Zoho CRM E.164 format
Hi, We have a webhook triggered flow in Zoho Flow which creates a lead in Zoho CRM. However, the phone format is not always in E.164 format. How can I solve this problem? Do I need a custom function within Zoho Flow or in Zoho CRM? So the following formats
Character Encoding Issue When Using API in Deluge Function (UTF-8 and Multi-Form-Data Applied)
I am developing a function in Zoho CRM that interacts with two different APIs. However, when I make the call to the second API within the function, I receive corrupted characters, such as n�o, indicating an encoding issue. I have set the function to use
map fields directly from the task that triggered the workflow?
Is there a way to map fields directly from the task that triggered the workflow? like function(arg1) field1 = arg1; I see this when I hover over the function: "It is not possible to map Zoho CRM fields because there are no arguments available in the
Streamline your sales process with the Kanban Board extension for Zoho CRM
Hello Zoho CRM Community, Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks,
Adding users as 'view only' under Professional Edition
Hello - seeking help on adding a user under the Professional edition. Under the FREE edition I was able to maintain 2 additional users as standard users. Once I signed on to Professional, I anticipated that the standard users would not be additional cost,
how set to show by default specific pipeline in deals
Hi, when i open deals, it aways show all pipelines, instead "outbound" that i want.. So, everytime in open deals tab, i also have to click on pipelines > outbound.. Would like to make outbound pipe default The strange thing is that i only have 1 pipeline:
Please Improve Kanban View for Tasks!
Kanban view is undeniably very useful, UX-wise. It was such a great addition but sadly, it is gravely incomplete by the inflexibility to manage and configure the kanban view for the Tasks module like we can for the Deals module. As it currently stands,
Help Needed: Displaying Latest Note in Leads List View in Zoho CRM
I am reaching out to seek your expertise on a specific use case in Zoho CRM. My objective is to enhance the visibility of notes associated with leads by displaying the latest note directly within the main table (list view) of the Leads module. Challenge:
Calls and Tasks Completed in chronological order
Hello. Does anyone have a solution to be able to sort ONE field chronologically in the related list "Closed Activities" where all of the the Closed Activities no matter if its a call completed or task completed will be in order. Case example: We complete
View of all relevent sales activities together (emails, tasks, events) as a timeline - in chronological order
Zoho finally introduced a timeline view to see all activities together in a chronological order. But it's still not usable for salespeople since you get all sorts of other background information that is not relevent to a salesperson. When I look at a
Zoho CRM to Google Drive Folder Setup via Zoho Flow???
I’ve been banging my head against the wall trying to get Zoho Flow to replicate a Zapier integration that I set up years ago that works perfectly, but Zoho Flow is not working. I don’t use Zapier for much and I’m realizing that I should be able to use
Canvas template
I have created a template in canvas for leads, yet I cannot seem to apply/save it for use. What am I missing?
UK Meet Ups
Hi Zoho Are there any UK meet-ups planned for this year? Coming from Connectwise land, I'm used to some really useful and constructive local meet-ups hosted by the vendor with breakout sessions on different topics over time. They used to charge for some
How can I create an event attendance contact info and customer waiver signup?
My small business is hosting an event in the near future and I want to get contact information and liability waivers signed by incoming visitors on a tablet. It is important for the customer to do this self-service style, rather than have myself or one
Clickup Integration with Zoho CRM?
Hey! Looking for feedback from anyone that has used the "Clickup AppiWorks for Zoho CRM" integration via Zoho marketplace? Specifically I am trying to validate that we can create tasks in Zoho that then pass to Clickup, AND once the task is marked complete
Cleaning up reports in folders. Receiving an error message when trying to move reports between folders
Leadership doesn't want to delete older and duplicated reports. I've created an archive folder and will hide. However, I am receiving an error message while trying to move reports between folders. I was able to move many, however now I receive this error
Convert Date/Time field to Date only
Hello My previous solution is no longer working. I need to convert a user input Date/Time field to a Date only field. When I convert the field to a string, I loose the numeric properties of the date field. thank you
what is the difference between Notify Assignee and remind assignee in task ?
I am creating a worflow rules, to create a task automatically. but I find these reminders what is the difference between Notify Assignee and remind assignee in task ?
Auto update title meeting once created
how can this function be used for modules of leads, contacts, and accounts? Like I want to update the meeting title if it's created in any of the above modules Title Eg: lead name or contact name (based on module) | City | Lead Manager | Meeting time
Value of the connection variable '{0}' cannot be null'I
I have a scheduled function that's been running, unchanged, for two years. A few weeks ago it started throwing this message when it run (at 12:01 a.m.). I can run it manually, without error. What does this mean and how do I fix it?
Trying to return today's meetings in Deluge
Hello, Getting an invalid query error for this code: today = zoho.currentdate.toString("yyyy-MM-dd"); info today; todaysmeetings = zoho.crm.searchRecords("Events","(Start_DateTime:starts_with:" + today + ")"); info todaysmeetings; Here is my info log:
Financial Year in Zoho CRM
We have ser the financial year of our company to start in July via the Settings -> Company Setup- Company Details -> Financial Year. However, the graphs on the dashboards to not appear to be using the CRM Financial Year, but calendar year, and the filters
Products VS Services
Our Company sells products AND services. Zoho CRM only has module for product but not for services. There are fields in the product module that doesn't really fit in our "services" offered like Stock Information. How can we go about recording our "Services"
How to get Early Access of Zoho CRM for Everyone
Hello, How to get early access of Zoho CRM for Everyone?
Individual Targets on shared dashboard
Hi all I'm using Analytics to create a dashboard for the sales team. We use a standard dashboard for all members so that the data presented is consistent. I want to have an "achievement vs target" graph showing where they are against a target. I can use
where do I find training
where can I find the tutorials for using zoho?
Attachments_Upload Failed
All users are unable to "Upload" attachments within a project. CRM was working fine up until about 3 minutes ago. Continues to say "Upload Failed"
PDF Generated Using Zoho CRM API Contains Empty Pages
Hello, I’m trying to convert an inventory template into a PDF for a specific record using the Zoho CRM API with ZohoEmbededAppSDK and Javascript . However, when I run the following code, I end up with a 6-page PDF that is completely empty. Could you please
Next Page