Zoho CRM - Updates to Assign and Remove Territories APIs
Hello everyone! This post is to inform you of the changes to the Assign and Remove territories APIs from V2 to V6. Currently, from versions 2 to 6, the assign and remove territories APIs give a success response and assign or remove territories of the
Row Count Column in CRM Reports
Hi, i can't find a way to NOT display the "Row Count" Column in a report. i'm sure it must be possible though... configuration
Receiving emails into CRM
Hi there, Emails are being sent out of the CRM perfectly, however i want all emails from contacts to be received within the CRM. Regardless if there is a lead or not. I currently have the trial version and am testing your program. I will not upgrade unless
O365 thru GoDaddy, New CRM domain authentication fails
I've tried to authenticate my domain so I can send email campaigns without the Zoho server string after my email address. No one at GoDaddy has been able to solve this matter, this is making me rethink this platform! Being able to manage all user engagement
How to know when an email was added or modified?
When an email is added to a Contact or Agency, the Modified_Time of the Contact remains unchanged. This poses a challenge in detecting when a new email has been added for data synchronization purposes. In my workflow using SSIS, I rely on a Last Sync
Is there a way to remove the client share button on the Notes section?
Currently we don't use it, and sometimes it's pressed by mistake. Is there a way to remove the client share button from the Notes section in the CRM?
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meet
Deletion of Attachments within a module
Hi, Working within a custom module "Discussions" I am finding that users are adding multiple attachments, this is causing a high amount of storage usage in our account - which is needed whilst the record is being worked, is there a possibility that when
Email Unable to Send Error
Getting this Error when I am trying to email quotes to customers in CRM. Has happened on all of them since yesterday. Am I the only one having an issue?
Error when try imprt deals from file
Hi i am testing import deals using xlsx file. I attached example file. When tried import into zoho, it say to check file. If does not contain merged cells or filters. But i not found anything wrong.
Zoho Creator ID is 19 digits but max integer is Zoho CRM is 18?
Integrating Zoho CRM and Creator. Want to store Creator ID in Zoho CRM record for future record updates. It seems that the max length of the Long Integer field in CRM is 18 digits whereas the ID in Creator is 19 digits. Am I missing something here? Yes,
Better way to include multiple values in an if statement
Using the following to execute a function based on the deal stage. Is there a better way to do this? I'm currently having to use && and input each deal stage I don't want to include. Is there some way to do like a if (deal.get("Stage") !- 'value','value2','value3'){
Shopify to Zoho CRM Extension- Developed based on Customer Feedback
Struggling to manage Shopify customers and orders in Zoho CRM? Wouldn't it be great if your Shopify store and Zoho CRM shared customers and their order data seamlessly? This is exactly what the new Shopify to Zoho CRM extension can do for you. This extension
Display of related lists in Custom List View
I want to display deals in a related list in a custom list view created from contacts. Currently, only items in Contacts can be selected in the Custom List View. How do I add a related list?
Zoho CRM Deleted User
I have a user's Email, which exists in the CRM user database under two different accounts with different IDs; one status is Active, and the other is Deleted. How can I permanently delete the account that is marked as "Deleted"?
How do I create a scheduled call diary (calendarised) in Zoho CRM?
Hi I wonder if anyone can help me with my problem. The problem It is imperative that my company is able to have a calendar based schedule of sales calls for the months ahead. This is a BASIC requirement of a CRM system. It MUST be calendar based, as the
Zoho, Why won't you add Tasks to the Calendar?
This has been brought up by many MANY people. Other CRMs do this with no problem. They do have a "time," but may not be like a meeting that's held to a certain window; it has a due date usually. In other CRMs, the tasks appear as "general" events at the
About Campaings and Zoho Campaings
Hi Zoho Team Some months ago we've received the folloging message when you try to use campaings inside Zoho CRM, the message said: Zoho Campaigns cannot be contacted , what happens? what's the wrong? Thanks in advance Pablo
cant filter results by Created_Time
Hi, I'm trying to get the calls made in the last week from v2 API. For some reason it always tells me invalid query. Here is the url: https://www.zohoapis.com/crm/v2/Calls/search?criteria=(Created_Time:greater_than:2024-03-29T00:00:00) response: {"code":"INVALID_QUERY","details":{"reason":"invalid
How to check for a unique field during deal creation for alert purposes only?
Hi, I want to add an alert only for deal creation when a field is duplicated. In the modules and fields settings, it's possible to block new deal creation if a field is duplicated. It shows an alert indicating that this field is duplicated with a specific
Sector Spotlight: Industry Insights and Tips (April 2024)
Hello there, A lot has happened since our last post: discussions, ideas, meetups, and plentiful perspectives. As part of the Zoho Community's effort to help you make the most of Zoho's products, we've set up some industry-based groups where we have hyper-specific
Use custom function to schedule a call
I'm writing a script to create a call activity from the potentials module. The call should be scheduled for a future date. This works when creating tasks, but not calls for some reason. Any idea what I'mm doing wrong? Here's my code: contactID=[contact
How can I apply a blueprint, when records are already mid-stream?
I have set up my blueprint and, using the stage field, set the Contact records to the appropriate state of the blueprint. How do I apply/activate the blueprint on the records? The only going into the blueprint are the new records that meet the entry
Emails associated with Deals are not appearing in the Account Email section
We are using Zoho CRM for our sales process. When we associate an email with a particular deal, we want to be able to see in the accounts page all emails associated with that account. Deals and Contacts are associated with an account, so we want to have
ZOHO is SLOW - excruciatingly slow 28 Mar 2024
Hello. I am busy trialing Zoho and completely blown out the water by what you offer. I am implementing it for 3 clients and a 4th in conversation but have now started worrying that I have made the wrong decision because it is insanely slow. To the point
CRM Hack #15: How to check for duplicates for contacts that are not converted from leads #15
Hello Everyone ! The leads module in Zoho CRM helps aggregate all the unqualified leads which is then qualified and converted to contacts by your sales team. However, the chances of running into a highly qualified lead upfront cannot be ruled out. Such situations prompt you to skip the lead creation process and create contacts directly. Taking the traditional route of qualifying a leads to contacts does have its own advantages. For instance, leveraging the deduplication option to eliminate duplicates
Can you trigger a workflow from another workflow?
I have a workflow that updates the Status field to "Picked-Up" for a Product when a condition is met for the related Potential record. I then have another workflow that is triggered when Product Status = "Picked-Up" and sends an email. However this email
Update Quote Stage after an email is sent from Quote Module
After reading multiple posts over the last 10 years that say this cannot be done, I'm not sure if this has been addressed yet? But I figured I'd add how I am achieving this. Workflow created for Module 'Emails (subject starts with 'QUOTE-' or whatever
How format field to remove special characters, and space?
Hi, in phone field creation, i want ignore spacial caracters and space. For example, if input is 22 99933-2334 it wll format to 22999332334 I also, would like to add +55 in beginning, so it will be formated to +5522999332334 Last thing is, if phone typed,
API Integration for Auth: How do I create a connect to the rest api from a server to sync data
Hi, I want to be able to sync data with our backend systems to and from Zoho CRM using the REST APIs. I've had a look through the auth options and they all seem to revolve around creating a client in the API console area, with self-client seeming to be
Kaizen#75 - Frequently Asked Questions on Client Script
Welcome to another week of Kaizen! In this post, let us discuss some of the frequently asked questions in Client Script. 1. Where can you see the list of ZDKs supported by Client Script? The Zoho Development Kit (ZDK) library comprises a rich set of Client
Authentication details provided was rejected by Source server. Kindly provide valid username and password.
I have a Zoho Mail. I started to use Zoho CRM because of email marketing. When I go to email configuration and try to link my Zoho Mail the following message appears: "Authentication details provided was rejected by Source server. Kindly provide valid
Zoho CRM Email Parser Issue
I am trying to send emails to Zoho CRM through the email parser to add/update records. The system I am sending from puts all email addresses together for a contact separated by a semicolon. The Zoho email parser does not appear to accept this. Is there
Report Scheduler - Fortnightly (Biweekly)
Hi, We have our sales meeting every 2 weeks, and it would be great to enable the report scheduler to have an option for Biweekly or Fortnightly reports rather than weekly, monthly etc.
BigCommerce Extension for Zoho CRM - New Extension Released
Are you tired of spending hours copying and pasting data between your BigCommerce store and Zoho CRM? Imagine the possibilities if you could ditch the manual work and focus on what really matters - building relationships and increasing sales! ➡️Here's
Data sharing issues
We use Zoho CRM for our UK business however we want to add additional seats/licenses for our US clients to use. I understand this may be as simple as just purchasing additional licenses however I'm concerned about data on CRM being shared between the
Links to Record Related Lists
Hello, Is it possible to create a url that can link to a specific record and section of the detailed view page? E.G Lets say I have a contact with the related list of deals. Is it possible to create a link to this: https://crm.zoho.com/crm/<org>/tab
Clicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info
Clicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info. Thus, I can't save and create an new invoice. Please help. Thank you!
Using formula field as counter/rollup summery
I have a custom module with a numeric field that is updated from time to time. I want to add-up all the changes to field and present it in a different field as a rollup summery. For example: number field = 100 --> updated to (-30) so now I need the number
Subform of subform in layouts or record template
I have a form that has a subform with parts that also have a subform. Say I have a work order object, with part objects as a subform or lookup, and the parts just have a normal subform non-linked with two fields(operation, and runtime) Work Order ----Part(link)
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