Report: showing fields from related entities
Hi everyone! We have to build a report that lists Tasks related to Potentials for a certain Campaign. We need to show the email address of the task contact, but how can we do that? The "edit columns" widget only shows "contact name" Thanks in advanc
Formula calculation on hidden fields
Hello everyone I have a formula that includes several fields Some fields can be hidden according to different conditions Is there a way to define that the formula will only calculate the fields that are not hidden?
Zoho CRM Python SDK 2.1 won't update record owner
When I try to change the owner on a Zoho record for my website APKBEB, I get a success message but the Lead Owner field doesn't change. The record is in the "Potentials" module (I think it's a custom module) lead: Record = self.get_lead(int(lead_id))
Lead Campaign
Leads campaigns are tailored to explain our services in a way to our potential customers on how we support them. These campaigns are designed to increase our conversation rate and activate relationships with our new clients.
Zoho Finance Integration - Double estimates on creation
When linking an account and deal to an estimate the integration creates 2 estimates. Both are linked to the correct deal and account, but one includes the correct items and the other one is empty. Seems like a bug.
How to automatically create deals based on requirements
We are a real estate firm which has inventory types of 2bhk 3bhk etc. At the same time we have customers who have requirements (2BHK 3BHK). How do we automatically create deals whenever a new customer is added based on their requirements ? We dont want
Zoho CRM: Restrict Contact Tab Access but Allow Creation/Search within a Module
I'm working with Zoho CRM and I have a specific user who shouldn't see the Contacts tab. However, I still want them to be able to search for existing contacts and create new ones from within a different custom module. Is there a way to achieve this functionality?
How to get TAX id from Products Module
In a particular integration we do need to get the TAX id from the different TAX Options in the Products Module, But can't find a stright way to get each id. Any recomendations?
How to Maintain/Update List prices ??
Hello, Following multiple research and mail to ZOHO team I wanted to share my experience and my huge surprise toward List prices.... and find out if anyone has a work around ?? Indeed, I am very much surprise that ZOHO CRM allow the Unit price to be updated by mean of Excel import file but not the List price... So if you have 500 products, which by the way is not big at all, you update you unit price (cost price/buying price) so far so good but you cannot update your selling price... !! What ???
Webhook when an Entity is restored from the Recycle Bin
I have webhooks successfully setup for communicating with another system when an entity such as a Deal changes and gets deleted. Is there any way to also get a notification if something that got deleted by accident comes back from the Recycling Bin? I
aligning elements in Canvas Builder
I'd like the ability to string up elements in the canvas view and have it align correctly. For example, rather than this: City: cityname ", " State: SN " " Code: zipcode I'd like to see this: Cityname, SN zipcode I know how to do this creating a custom
Add Signature in Emails
Hello, How can i add a signature in the new emails inside Zoho CRM? When i am composing an email i don't see this option, to add a signature for the email. Director www.TECNOSeguro.com
Products on vendors
Hi Zoho family I have a list of vendors who have the following criteria. 1. Country 2. Type (Hotel, Transport...) 3. Various products Making a new quote, is it possible to somehow be able to choose the country and that only sellers from that country are
Assistance Required to Attach WordPress Website Lead Form to Zoho CRM using Bit Integrations Pro
Dear Zoho CRM Support Team, I am facing an issue while trying to attach my WordPress website lead form to Zoho CRM using a third-party plugin called Bit Integrations Pro, which uses the Zoho API for the integration. Here are the details of my problem:
Remove Unnecessary White Space on Home Screen
Hello Zoho! A really common complaint I hear from our Zoho users (across many companies) is that there is so much unnecessary white space on the home screen view. This is an issue with every customer we have in Zoho, including ourselves. It would be
Add new contact to DEAL
Hi everyone, we have some doubts about how to add new contacts to DEAL once has been done. To put it in context, we have a travel agency. Once an opportunity has been won, I would like to bring all the travelers of the trip into the deal. I think the
Kaizen #138 - How are Widgets used in Zoho CRM Settings?
Hello all! In last week's Kaizen, we covered the Lead Conversion using Zoho CRM APIs. This week, we will dive into how widgets on the setup page can be helpful. What are Widgets? Widgets are embeddable UI components that you can create and add to your
Error when using zoho.crm.getRecordById and no record found
I am trying to use the zoho crm api function zoho.crm.getRecordById but get an error when this function does not find a value. How can i prevent this error? Error in executing Set Variable task. Unable to update template variable crmRecord. Error evaluating
Kaizen #128 - Circuits in Zoho CRM - Part 3
Hello everyone! We are back with yet another post on Circuits in Zoho CRM. In our last week's post, we discussed a use case, the various states and functions involved in that circuit, testing and execution, and associating that circuit with a workflow.
Client Portal Validation Rule
I have set up a Validation Rule, but it doesn't work in the Client Portal. How can we implement conditional mandatory field checks in the Client Portal?
Contact Roles: Option to customise columns
When converting a Lead one of the pick lists is to select a Contact Role. I can not find where the values for the pick list for the Contact Lead are maintained. Answers in older posts don't match current screens. Once a Contact Role is selected, how is
Fetch Jobs from ServiceM8 and Create Leads in ZOHO CRM
Hi, I am trying to get all the jobs from ServiceM8 to create them in my ZOHO CRM Leads module through deluge using API. when I use the API like this response = invokeurl [ url : "https://api.servicem8.com/api_1.0/jobcontact.json" type : GET headers: header_map
Converting an Account to a Vendor
If I have accounts that really are not accounts but vendors how do I get them from my accounts to a vendor?
How can I add Contact "Title" to the "Contact Roles" list inside the "Deals" page?
When I am looking at deals I'd like to see the Contact's title. How can I add the Contact's "Title" to the "Contact Roles" list inside the "Deals" page? Thanks Ted
Downgrading within a yearly subscription
How do you treat billing if someone downgrades from a paid plan to a free plan before the annual time has elapsed? Thank you.
Are SPAM records troubling you? Include reCAPTCHA in your webforms
What is a reCAPTCHA? reCAPTCHA is a test to identify whether a visitor on a webpage is a human or a bot. Adding reCAPTCHA to your webform prevents fraudulent submissions from bots and spam services. There are various types of reCAPTCHAs provided by Google, but Zoho CRM supports only reCAPTCHA V2 - "I am not a robot" checkbox. Learn more about Google's reCAPTCHA. Adding reCAPTCHA to your webforms Before adding recaptcha to a webform, the webpage must be registered with Google reCAPTCHA. Upon registration,
Setting up a 2 tier Reseller model so distribution accounts can have other partners associated
We are a software company and we now have a need to add another layer to our CRM account structure. I would like to understand the best practices for having a reseller partner account associated with a distributor account. I would like the distributor
Workflow triggered by a change by Schedule
I hope I'm wrong but it looks like if I have a Schedule to change some records, those changes will not trigger a Workflow that's supposed to be run when that field changes. Why would that be?
Zoho not loading attachments
Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed"
Kaizen #137 - Lead Conversion using Zoho CRM APIs
Leads represent potential sales opportunities sourced from various channels like trade shows, seminars, and marketing campaigns. When a Lead shows promise, you can convert them into Accounts, Contacts, and Deals. Imagine you have a Lead named Pat Boyle
Emailing from CRM - That should be easy....
Hi there, i'm having struggles with Emails to be sent out of CRM. In the specific case right now i would like to send form and/or survey links but i found a lot of obstacles on the way: sending emails from ACCOUNTS module: this would be most common for
Enquiry to job card conversion?
If you have an enquiry number only and in Zoho it has already been converted into a job, how do find out what the job number is?
Multiple E-Mail addresses for contacts
Dear ZOHO Team, this is a problem for many, many ZOHO users for many, many years now - and, IMHO, would be so easy to solve: I have many contacts using multiple email addresses - but ZOHO seems only to be able to recognize a contact via ONE email address.
Make related list appear with a condition
Hey guys! I have an education company. I am using the CONTACT module for FINANCIAL MANAGER (parents) and STUDENTS. I created a custom field called CONTACT CLASSIFICATION ("classificação de contato" in Portuguese) with 2 options FINANCIAL MANAGER ("responsável
URL in Button or Image as a merged Field
Hi There, We are trying to use a merge field to sit behind either an image and button. It looks like that it is not possible. Does anyone have any ideas on a work around. We are trying to have the Add to Apple Wallet & Add to Google Wallet become a link
Hide/show section in zoho crm
Hi, is there any way to hide/show a section depending the value selected from a field in the zoho crm?. Best regards,
Google Contacts Sync not correct
I have activated Google Contacts Sync between one group of contacts in Google Apps (CRMShared) and Zoho CRM (My contacts view). I have set up two-way sync and Zoho wins. Before activating Google Contacts Sync I added 34 contacts to the CRMShared group
Address auto population in quotes and other modules.
Hi Once entering the clients address details in either the Orgainisation / Individual module I am wanting to create a quote for that Organistion / individual. without having to re-enter address details When creating the quote it is simple to select either
Calls Module Update - Unhappy
Hi Im sure that Zoho doesnt test the full fuctionality of changes they make. I have an issue with the changes made to calls: The CRM and CRM Mobile are not aligned in any way We used to have the Description of the call mandatory as 99% of calls logged are outgoing - now on the browser we have lost the description area that I had marked mandatory I can no longer edit someone elses calls - even as a Admin - but I am allowed to delete someones call no problems. On the mobile app - I have extra fields
Custom Field in Sales Orders items
These adult_qty and child_qty fields, how to populate them from Zoho CRM REST API.
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