Different Auto-Number Prefix for Different Quote Layouts
I am hoping someone can help. We currently have two sales streams that I am slowly separating so that they capture their own specific information, manage their own customers and have their own custom paperwork (Quote/Sales Order/Invoice). Whilst trying
Production Completion and Delivery Information Report in Zoho CRM
Hi, is there a way to generate a production completion report in Zoho CRM. I have a production completion dates field in the line items and I want a report to show all the deals and its corresponding line items production completion dates. Also, a report
Zoho Portal - Access to Associated Contacts
Hello, I am trying to set up a customer portal to our business partners. My example is very similar to the one described in the zoho crm article about portals: "The franchise owners can request to view their outlets' performance and their customers' details.
Insert image from product into a template
Hi I'm trying to use images I've attached into the Products module into the Quote Template but the personalized fields I've added into the Products module are not listed, only the Product Image product. Is there any form to insert them? (including doing
Client Script - On Field Update Event
I am trying create a Client Script that would run when a field is updated. But the only available event option is onBeforeUpdate. I need an onAfterUpdate kind of event so I have the latest value of the updated field. How can I accomplish this? Thank
Adding a button that asks for details
Hi everyone! we would like to add a "Ask for a quote" button to our Deals Detail page. This button should show a form that asks a few details and then sends the values to an endpoint exposed by our ERP. What is the recommended way to achieve this? Thanks
Products with Different Prices
I work for a touring company and we would like to automatically send out a quote but we have some tours with different prices. Like for example, the Skydiving we offer have different altitudes, picture packages etc. Is it possible to send out a quote
Dates on quote in SPANISH.
Hello zoho comunity.. It's weird as we have our main CRM language in Spanish, however when we're managing quotes dates are showing in English so don't know how to change it. Have attached screenshot. Please any help? Thanks in advance.
Stage History section in other Modules
Hi Zoho team, I would like to ask if we can add a Stage History section in other modules just like the one existing in the Deal module. Kindly check the screenshot below. Is it possible to add a Stage History section in other modules?
Triggers workflow rules when restoring from the Recycle Bin
Hello, Currently, I can run a function in a workflow rule when I delete a record, but I can't run anything when I restore it from the Recycle Bin. I have set a function in my workflow rule that recalculates the amount when a record is deleted. However,
How do I disable a Contact?
Hi there! I have Contacts associated to Accounts. When a Contact leaves a company, how do I disable the contact without deleting them from our database? I do not want to delete the Contact because I want to retain all activities with that Contact but
How to automatically relate Deal to Campaign via lookup when it is created?
I'm an admin in Zoho and I have a specific process I need to automate. When an email campaign is sent out to contacts, if someone responds and says they are interested in the product, then the sales rep will create a Deal (long story short we handle both
Webforms and Updating existing modules/records
Can webforms update existing modules and fields? For instance, we have contractors that aren't employees and we want updates on how an appointment goes. I built a webform to update the status of that lead but it's creating another lead even though the
Manage Zoho CRM contacts with 0365
Hi, the option to enable contacts sync/manage Zoho contacts in 0365 states: "Take your Zoho CRM Contacts to Office 365 and manage Zoho CRM Contacts from Office 365" If this is enabled, does that mean that all of my contacts in 0365 would be dumped into
Zoho CRM and Wordpress portal integration?
Hello Zoho team, our organisation is planning on adding a customer section to our website that's hosted on Wordpress. We want to achieve the following features: 1. Contacts that are in our CRM should be able to login with their Email and password.
Support Access for Zoho CRM
Greetings, We are pleased to launch Support Access, which enables you to grant temporary access to your Zoho CRM account for a Zoho technical support representative. This allows them to identify and resolve any problems or issues you may be experiencing.
Please, one complete Circuit example of getting a CRM record and updating some fields
Please, One complete Circuit example of getting a CRM record and updating some fields. The example you provide for “commission calculation” is insufficient to use as a starting place for my own circuit. I’m always willing to first use published documentation,
Custom Module on Portals
How do you add custom modules to zoho portal access?
What are Unread Lead View
Hi, In the Lead Module, you can sleect "Unread Leads" in the views dropdown. What does it suppose to select from the Leads ? What field or requierewmnt this Leads has to have to be displayed in that view ? Regards
Calendar Booking - Rescheduled and cancelled appointments not deleting in G Suite calendar
We started using the built in calendar booking feature and are really liking it! However, we are having one issue. If a client reschedules an appointment using the reschedule feature the original appointment doesn't get deleted out of our g suite calendar thus causing multiple appointments in our G suite calendar. We are using your G suite/zoho crm two way syncing feature and everything else sync's fine. Furthermore since the original appointment in our G suite calendar app is not getting deleted
CPQ rules erased
Hi My CPQ rules dissapeared today. Does anybody happened the same? Regards, JS
edit forecast type
Is it possible to edit and/or create a new forecast type?
How to use workdrive api in crm widget?
Is there a way to integrate WorkDrive API into a CRM widget? I'm currently developing a widget for the CRM platform and utilizing the JS SDK as detailed here: JS SDK Documentation. My goal is to create a new directory in WorkDrive for each account and
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for this
Change Trial Versions
I was on a CRM professional trial, but changed to a higher level to evaluate it. I now want to go back to the professional level so I can subscribe. How can I do that, please? Cheers.
Module "Calls", field "Call_Status" - "unsupported column" error
Dear Zoho developers! I've got a really strange problem. There are 2 Zoho CRM accounts: my developer's account and one of my client's account. Requesting metadata: https://www.zohoapis.com/crm/v2/settings/fields?module=Calls for the Calls module will
How to delete attachments?
So I've been receiving emails from Zoho saying that I have reached my storage limit. I guess this is due to attachments being included with outgoing emails which are being added to Zoho via the BCC to Dropbox feature. How can I see these attachments for
Is it possible to create a stage in Zoho CRM Blueprint when a qualifying lead is confirmed, it will then automatically generate a WorkOrder in Zoho FSM?
I already have both platforms integrated and would like to keep the proper workflow in CRM and at the same time, syncing everything with FSM.
Change lookup module filter on quotes main product
Hello Zoho family We wish to get data from vendors module from "product name" on quotes but is seem is impossible so please just wondering if there any way to change that field vendors instead products. Have attached an screenshot. Will really apprecitate
Filter lookup field by a condition declared in a deluge script using a value of another field
Hi, im trying to filter a lookup field, the idea is to use deluge to filter the options shown in a lookup field. Is this possible ? For example, I only want to show in my lookup field the products that are “red”. And the color preference is defined in
Zoho CRM API 2.0 with OAuth 2.0 invalid code
For the 2nd step, https://accounts.zoho.com/oauth/v2/token . I am ALWAYS getting the error ""error": "invalid_code"". Any idea on what may have caused this?
Why users can't see records created by other users?
I have just two roles in my CRM. Sales people is under the role "Gestor", and they have the "estandar" profile. But Sales people can't see the leads and contacts created by others Sales people. Is this normal? how I can allow all the people in the same profile to see the registers created by other users with the same profile?
Exporting contact list who are members of a campign
Hi, I am currently using Zoho free to trial the platform. I dont know if this is a restriction on the free version? I have setup a mailing list campaign and added the contacts to it that I want to direct mail How do I export the list of contacts (including
Zoho CRM Reports unable to use aggregates in filter criteria
Isn't there a way to create filters based on aggregate values when creating reports? Same thing on the Analytics Module, when creating a chart component based from a report, it does not appear to provide a way to add a criteria based on an aggregate value
Editing Components on the Home Page
How can I edit components on the Home Page? Some of the components that are available on the home page are not listed under Dashboards. When I edit the corresponding report to a dashboard chart component the chart on the home page is not updated.
Create a zoho form that captures client data in Zoho CRM module
I manage in person training courses. My CRM has a list of participants/contacts I have a module called Course Types Course A Course B Course C I have another module called Scheduled Course - These are the courses we have scheduled. Scheduled courses and
How to automatically email pdf to Zoho client as attachment, not as a link?
A big reason for us switching to Zoho CRM was to automate our communication with clients. We successfully were able to create a process that would take attach a link to a pdf stored on our SharePoint and send it to our clients automatically based on a date field. This seemed great until many of our clients refused to open said pdf because it was embedded in a link. People do not as a general rule trust links in emails. We need a solution that will attach the pdf to the email and send it out, as
Get the Error "OAUTH_SCOPE_MISMATCH"
Hello, in every case i will get Data from the New OAuth2.0 CRM API i get the error "OAUTH_SCOPE_MISMATCH" Example call/response out of postman what am I doing wrong? The oauthtoken works fine, because i get the Error "INVALID_TOKEN" if i change it...
Adding separators in canvas item
Hello, how can I add a separator in the canvas view? Also: is there a way to add an horizontal separator? Thank you
Sync Mac Address Book with Contacts in Zoho Business and/or Zoho CRM
Is there any way to sync the Mac Address Book with the contacts in Zoho Business ? Same question for Zoho CRM. Thanks, Ed
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