Lead conversion mapping - no options found
On lead conversion mapping if you find any fields missing it could be because of a few reasons: 1. Field types do not match in both modules 2. The field was first deleted in the linked module (Accounts/Contacts/Deals) after creating it through the Leads
Filter on +
Phonefields : how to filter ,if field has/has not + sign like +1-123-456789 WilliamR
Phone format updating
I have thousands of Phone fields with (as example) 0030-1234567 30234567890 145673456777 How to mass update to +30-1234567 +30-234567890 +1-456-7345677 So it should be always starting with + sign, the - is less important William R.
How do I convert an account back to a lead?
We have leads that have been converted to an acount that should not have been converted, is there a way to reverse this or convert an account back to a lead?
Update contact with a deal trigger
Hi everyone, Here is my problem : We close deals with 3 meetings : M0, M1, M2. I want that : - if my deal is in M1 stage, then create a new google drive folder and put the link of the field in the contact field. With workflow rules or Zoho Flow, I am
Data Sharing Question
I'm the CEO, but i'm also in charge of a large group of accounts. I have an assistant who helps me manage accounts, enter new leads, and set meetings. We also have sales people in charge of their own accounts. On my dashboard I want to see metrics for
Question around Journey Builder
I am trying to build a multi-touch sales cadence using journey builder where our reps reach out N number of times over X number of days. I am using the default journey as a test and have a question about scheduled actions for a given state. If the lead
Coming soon in Dec: A revamped setup page in Zoho CRM
Last modified on: Thursday, 28th Dec, 2023 These changes in the setup page are currently in effect for all users in all DCs. Dear customers, We're pleased to give you a heads-up on the upcoming revamp of the Zoho CRM Setup Page. These updates have been
How many jobs (deals) per client (contact)? Report or Dashboard element
I am trying to show something that simply shows how many jobs are attached to each client in our system so we can track repeat business. For example, if I have a report of jobs closed this month, I want to be able to filter how many already had a job
Working with my meeting dasboard
Hi, I've schedule a meeting with a client and create a it on ZOHO CRM under open activities. Later, the closed activities update of that meeting is still showing up in my meeting dashboard. My question is why didn't it disappear from my meeting dashboard
Adding keyValue "Contact_Name" will return invalid data error When creating Quote using PHP SDK.
My current version for php sdk is version 3 and whenever I Create a quotation, sometime it returns an error of "Invalid Data" in Contact_Name. sometimes it does not return an error. here's my code for creating quotes: $moduleAPIName = "Quotes"; $recordOperations
Invalid data on Zoho CRM PHP SDK.
I'm trying to create a quote using zoho crm php sdk but I keep on getting error message "Invalid Data" with too little information on what could be the specific issue on my implementation.
Custom Module Alphabetical Listing in Lookup
I have a custom module “Company” and within it a field “Company Name” and that field has a list of company names. The field “Company Name” is used in other modules as a lookup where the user needs to select a company name. The problem is that the list
Passing Google Ads GCLID using Mailparser
Hi. I urgently need help. We use the Google Ads integration and already sync the cost data from the Google account. However, we also need the GLCID so that we can use the evaluations in a meaningful way. We create new leads using our own forms (not Zoho
How can I trigger a custom function if a CRM email is not opened after few hours?
Hi guys, I would like when I send an email to a contact through CRM, if 3 hours later the email is not opened then to trigger a custom function (whatever function). I have tried in the Emails module when Outgoing Email is Unopened for 15 minutes then
Announcement on Maximum Allowed Daily API Credits
Hello everyone! We are excited to announce that the maximum allowed daily api credits available for Professional and Enterprise/Zoho One editions have been increased. The revised maximum allowed credits are: 1,000,000 credits for Professional edition
Can emails be seen by users who have not connected their own email account via IMAP?
Hello: Our sales reps have connected their email to the CRM via IMAP. Their email sharing is Public and we have set up data sharing for all modules (Public Read/Write). Our CEO, who is above the sales reps in our hierarchy, has not connected his email
Zoho page layouts are not being applied
I'm new to Zoho but not CRMs and I am having an issue with a page layout not being updated. I have a layout rule set to apply when lead source = Facebook, but the standard layout Is still being applied. Perhaps I am doing something wrong, but when I built
Parent Account - For Referral Business
Hi, My music entertainment business receives some of it's clients via event planners for example. For those cases, we have the event planner set up as an account, with contacts of the event company linked. We are integrated with zoho books, which takes
Delete Tags - Maximum for Module
Hello, I have just received the message that I have reached the maximum tags for a module. We'd like to consolidate tags so some deletion is required. Can you please advise how we can do this? Thanks / Stephanie
Extra Slashes Messing Up JSON from Webhook
Hi everyone! I am trying to figure out why my COQL request, being triggered by a webhook sent from CRM, is returning a bunch of extra \ in the query results and in the webhook JSON data. I have not been able to figure out why, The same exact query run
Visitor Online Setup
Hi, Just would like to know how to set this linkage between webpage and CRM?
This field is related to X field of X module - What does this mean, how do I replicate, and what does it do exactly?
Hello! I have someone who has some fields like this (pictured below) that are apparently mapped to similar fields in another module. I'm not sure what function these fields exactly have. Will they automatically update together without additional functions/
How to auto-populate a phone number when selecting a contact when creating a new quote
Hello, When I create a new Quote and I click on Contact Name and select the contact I want, it auto-populates some fields (like the address) but not others (like the phone number). How can I get this to auto-popluate when I select a contact? Thanks!
related list number of character limitation
Hello everyone , I am trying to build related list with deluge script for one of my modules, but in one of my columns when number of character goes beyond certain charachter number. my related list get crashed and I don't know whatI have to do ? do we
Zoho Finance Limitations 2.0 #14: If you have multi-warehouse enabled, you can't select them for different line items.
We have multiple warehouse feature enabled and transfer goods between them. An order can frequently get filled from multiple warehouses. For example: our main warehouse and the sales rep inventory. It's not possible within CRM for a sales rep to select
ZOHO CRM Vaildate Field with Function
I want to validate the account status must to be "Inactive" when the opportunity's stage change to "Closed Won" or "Closed Lost", but my code is not working. The module[opportunity] have field "Account Name", and I take the "Account Name" to get module[Accounts]
Maximum Custom Modules on Zoho One license
Hello, what is the maximum number of custom modules that can be create on CRM when on Zoho One plan? Thank you
Client code generation via API call
I created new client (server type) in REST API , received client ID and client Secret, there is one more key called code , e.g, for Self client type we need to generate it by giving it scope and time duration. Is it possible to generate this code via
How to show sum of $ values in deals
Hi everyone, I need to add the sum of a number of $(currency fields) together to show total amount. Explanation, in one deal, we may provide our client with 3 different services. For each service, we charge a different amount every time. We would like
Upload attachments using API
I am trying to attach a file to deals module using API and Power Automate. below method works perfectly with adding and changing data. But, when i am trying to upload a file even though files is being added. I can see in the CRM but they do not open.
Default date and time for date/time field in custom module
I have a date/time field in a custom module. When creating a new record I have to manually select today's date and the current time in the date/time field. Is there a way to preselect today's date and time when creating a new record in this custom module?
I need to send a pre-populated form with a subform via sms, I've hit snags with zoho forms and zoho creator.
So my customers are individuals. A LOT of them are not technically literate at all. Enough that this is an actual issue for me. I know it is strange that in 2023 people may not have email, but it happens a lot with some sub-populations such as the elderly
Is it possible to redirect to an external page using Client Script?
I have found a few use cases in our company that would be great to have client script redirect to an external url. Is this possible or are there any workarounds that work? Best case scenario would be a way to redirect right within CS. Since there is no
Sending email to users with a second address
Hello! I have a question, in case anyone went through the same thing. I have notification rules for my internal users, which are executed under certain conditions. Example; If a sale is lost or won, the user receives an email notifying this. In the sending
Automated Field Updates Don't Trigger Related Workflow Tasks
Here is the scenario: I have workflow rules that trigger new tasks when a potential switches stage from "Appointment Set" to "Follow Up". These tasks are for follow up and similar to "Call back Client after 3 Days", "Call Back Client after 7 Days", etc.
Kaizen #113 - Raising Signals in Zoho CRM through Zoho Flow
Hello everyone! Welcome back to another post in the Kaizen series! Last week, we discussed raising signals in Zoho CRM through functions. This week, we will discuss raising signals in Zoho CRM using Zoho Flow. What is Zoho Flow? Zoho Flow is an integration
Email Opt-in who have opt-out.
I have asking to zoho crm support but no one can answer this. User opt-out at zoho campaign and then user have opt-in via sign up from at zoho campaign But the problem is zoho crm is still opt-out. I have asking how to fix this issue. Look like they don't
Emails in Zoho CRM creating too many "Re:" responses
Is there a way to edit emails sent through the CRM to not add a Re: every time there is a reply email besides deleting it from the subject line each time? I have email chains that now have 10-15 "Re:" This doesn't happen when emailing through Zoho Mail
Wizard for Quotes in CRM
Hello, I'm trying to create a wizard to help our sales agents in creating quotes. When I try to create a Wizard I can't choose the Quote module since it's not available in the list. Reading the FAQs for Wizards (https://help.zoho.com/portal/en/kb/crm/faqs/wizards/articles/faqs-on-wizards#13_In_which_modules_are_wizards_supported)
Next Page