List view : How to change info on "on mouse hover"
Hi, in list view, if I hover my mouse over "contact name" in the task module, I'll get a small popup with "email + phone number". How I can change that? (I would prefer email + cell phone) thanks
Get CRM image download URL
I am trying to get an image uploaded to a CRM module to attach to a Writer merge field. I had it working at one point, but it stopped. I have used a basic image upload field, file upload field, and the attachments section of the module. I can get the
Automatically import new leads/accounts into Zoho People from Zoho CRM
Instead of manually selecting new accounts from Zoho CRM and importing them into Zoho People please add a feature to automatically sync and add any new accounts.
Email Message says Max 32,000 Characters and the email is less than that and won't send
I have emails that are frequently not allowed to be sent because of the 32,000 character max rule. There are no way these emails are close to that. Other times emails longer than the ones being blocked are going through. I do have my signature on each email. Previously, I had a similar problem on a former account and I solved it by using an image for my signature. I have done that here and it does not solve the problem. what can I do?
Way of updated a locked field in CRM module through function call?
Is there a way to update a locked field for an user through a function call? I currently have a function that is being executed through a widget, which is supposed to update a field in a CRM module. When an user cannot manually update the field, the function
Scheduled Lead Creation Automation
Hello, I currently have a database of clients of which we service annually. I would like to set up an automation where a lead is created for a particular client when it has been one year since we last serviced the customer. The data is in a Google Sheets
Custom button 1 Copy 2 Update
Hello Please tell me how to make button in CRM. 1 Copy filed data. We need some filed copy and past (Clipboard) to other document , 2 We set up automation in when create or edit. But we need to click and run this function as well. Thank you
schedular automation for every one min run
Can you clarify for the scheduler automation when the schedule is running every one min on daily basis in Zoho CRM? Any other way to schedule every one min on the daily basis in Zoho CRM using Function? Here is the ss which performs the hour basic but
Web Tabs Not Displaying Page Content
We are experimenting with Web Tabs. The first URL I tried was for Projectmanager.com. Not all pages on that site display properly in the Web Tab. Are there limitations as to what Web Tabs can display? Do I need to add modifiers to the URL? See the attached screen captures to compare.
how to make a single line field contains date/time and string info?
In deal module, there are 'Created By' and 'Modified By' fields that can contain info + Date/Time like this how to create something like that? I mean, I assume I can only set a string in a Single Line field, not a Date/Time data. so how to make something
Date time field manipulation in custom Deluge function
Hello, I'm having trouble manipulating the date-time field in a custom function. I want to do a seemingly simple thing like add minutes to a date-time value but it keeps returning unexpected results. Even basic date-time functions like getTime() don't seem to be working as expected. When I do info on the date-time field "2020-09-15T14:00:00+10:00". However, when I use getTime(24) on this it returns "00:00". Why? According to the documentation this is not meant to happen, it should return 24 hour
Power Dialer / Predictive Dialer
Is there any plan to facilitate automatic dialing to a list of leads or clients in Zoho CRM?
OAUTH_SCOPE_MISMATCH error when trying to use getRecords
Hi team, I'm trying to use getRecords method, but always getting OAUTH_SCOPE_MISMATCH. I tried different scopes when creating Grant token in Self Client. Here are my steps: 1. Added Self Client in https://api-console.zoho.com/ and tried the following
Global Search > "Search within Results" Option
Quick Summary: When you use the global search it would be great to have a check box to "Search within Results"... this would allow you to quickly narrow down results. This feature is available within Quickbooks (List>Item List) Image attached Search within
How to update existing records in Zoho CRM with a daily routine?
Hello, I am having invoices in the regular "Invoices" module in Zoho CRM and I am looking for a way to retrieve the current invoice/payment status from an external account tool. So my plan was that two times a day there is an automatic routine that retrieves
Mass Update Custom Picklist
Hi Everyone, So sorry for bothering you. But I'm pretty new to Zoho. I'm wondering how for me to do mass update a custom picklist field. The field doesn't appear. For Brand Layout, it has Status field (custom) For Standard Layout, it has Lead Status field
Exchange Rate update
Hi There, We use multi-currency and update exchange rates once a month, however whenever we update a rate we have to manually edit each opportunity by changing the currency to another - save it - then change it back. Is there another way of doing this
HTML for Custom Invoice Notification Not Rendering Properly in Zoho CRM
Hello everyone, I am currently facing an issue while trying to incorporate a custom HTML code for invoice notifications within Zoho CRM. The HTML code is meant to enhance the look and feel of the email, providing a more professional and interactive experience
Deletion of email attachements in crm
Just seeing if there is a work around for this problem or if others have experienced it ? We send out single email repsonses to contacts and attach a couple of documents to each email. i want to keep a record of the email going out , preferably the email itself ( no need for the attachments to be stored ) within the contacts record. It seems that the attachments count towards our storage total. It is the same attachment in hundreds of emails and pushes our storage over its limit. I have no need
filtering by dates
Why does the date filter doesnt work... i am trying to get customer birth dates for current months and i am not able to
Upon import can I skip existing contacts based on my own custom ID instead of the pre-defined Contact ID assigned by Zoho?
I am importing 2 CSV files and need to modify or skip existing contacts based on a parameter we assign at the point of sale. 1. First import will add the contact's contact info including the unique ID assigned at the time of sale 'Site ID' 2. Second import
Introducing customization in the Unsubscribe page
Dear Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
Subforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products purchased
Prepare the data in Excel to Multi-select Pick list Field
Hello! How can I prepare my data into Excel in order to inject the multiple values into a "Multi-select Pick list" Field? I figure that I first insert all the possible values into the Zoho field, and then I prepare the corresponding field into Excel this way: Value1, Value2, Value3 Is this correct? Thank you! François
Upsert API for leads update
Hello, I'm trying to use the Upsert API for leads When i send my lead data a first time to the upsert API, it create correctly the the lead If i send the same request a second time, i get the error "the id given seems to be invalid" When i checlk on the
Location of a parenthesis (which should be correct) causes COQL where clause to fail
This where clause fails queryMap.put({"select_query":"select In_Production, GS_Due, Stage from Production_Orders where (Stage != 'Shipped to Customer' and Stage != 'Delivered to Customer' and Stage != 'At Corporate') limit " + offset + ", 100"}); This
CRM as a database
Hello, I am using ZOHO CRM Contacts as a database of customers. I have another database to create which has common fields with the list of customers. How can I separate the contacts in 2 groups as if they were 2 different databases with one field in
How to set up for both B2C and B2B
I am new to Zoho CRM and I mostly sell to individuals, but I do sell sometimes sell to business. Should I just put the individuals into contacts and the business in accounts, or would this negate some functionality of Zoho CRM. Would I be better off making the individuals name be the name of the account?
Make a call direct from zoho CRM and register call
I have a contact list in CRM and i need to register calls for follow up. I can open the new call window and track the call but how can i actually call the contact (e.g. using skype) direct from the New Call window??
Introducing Workflow for Facebook and Twitter
Hello everyone, We have recently introduced workflows for Facebook and Twitter. The feature will allow you to automate a comment, reaction, reply or like when you receive a comment or post from the customers. Consider a subscriber makes a post on your Facebook page complaining about an unsuccessful renewal. It needs immediate attention because the subscription is about to expire. You can set a workflow that automatically posts a comment stating that an agent will contact him within 24 hours. By
How to add further levels of product category in Zoho CRM?
In Zoho CRM I have choice of product category. Eg. Software, Hardware, Services. I know I can add more categories. But I would like to add child and grand child categories under each. Eg. Hardware > End user device > Laptop Or Hardware > Server >
Image won't import in mail merge templates
I want to setup a dynamic brochure for printing that contains certain merge fields within the Potentials module of Zoho CRM, using Zoho Writer to generate the brochure. I do this as follows; Select Print Preview in the Potential page Choose a Template
Mail merge data from custom module(s)?
Hi, I've created a custom module in Zoho CRM because my business deals with several types of contacts and the information needed for each category is very different, but one of the things I need to be able to do with each of these modules is mail merge
CRM Portal updates: Revised pricing and support for plugin modules
Hello folks, We have two changes with respect to portals in CRM. Revised pricing for portal user licenses The price of portal user licenses is now $5/user/month. This was the lowest price in the previous scheme, and now it'll be applied to all portal
Deal Close Date Counter
I have a request from our sales leader to add a field to Deals that would count the # of times a Deal's Closing Date is pushed out, but not count it if the Date is move up. Any thoughts?
Wizard support extended for portals
Dear All, We're here with an exciting enhancement to help make record entries easier for your portal users: portals will now support wizards! Portals, as most of you know, help you extend your CRM access to external users like contacts, customers, clients,
Kanban potentials view
Hi Trying to use the kanban layout on the potentials screen. Firstly it is excellent that ZOHO have implemented this type of view. Although it could be so much better with more columns and smaller cards. However, I can only see four columns and they are
Zoho CRM to Books integration sync fails
Hi all, Our CRM syncs with Books. I have some functions in my CRM which relies on the sync being active. Last week my functions didnt trigger. It turns out - after much investigation - that it was because the sync had failed and wasnt active! I was very
The module name already exists, but it doesn't actually exist.
I try to add a new module with the name 'Hotels'. It does not allow me to add the module. It says: This module name already exists. Please enter a different name. So, I go into the Modules list and I search 'Hotels'. A module with the name Hotels does
Zoho CRM add-in for Outlook WITHOUT Office 365
Hi, Is it possible to use the Zoho CRM add-in for Outlook WITHOUT having an Office 365 account ? I try to install the add-in from my Zoho CRM account but it redirects me to Office 365 account that I don't have Thank you Cristina
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