Copy CRM Customisation Programatically
I have seen how to copy the customisation of one CRM to a new account here: https://help.zoho.com/portal/en/community/topic/how-can-i-copy-zoho-crm-to-another-account I was wondering if there is a way to automate this process? Is there a Zoho API we could
Workflow Automation - Send email to lead from a Group Email
Hello, is it possible to set up a workflow where an email is sent to a lead from a group email(as in the sender email will be the group email) instead of a user email address? Kind Regards, Ionut
Open Tasks only shows 5 per page and no longer 10 per page?
In ZohoCRM, Canvas View. The "Open Tasks" list previously showed 10 items at a time. Now it only shows 5 on a single page. What happened and how do I fix it?
POST or PUT data from CRM to Shopify
I'm trying to write a deluge script to push and out data in Shopify. This is to support a custom product workflow that no app is able to handle. Unfortunately, Zoho Flow also has only very limited Shopify integration and will not provide the solution
Users, roles and Business Units
Hello, We are moving our organization from MS CRM4 to Zoho, and we would like to reflect the same hierarchy we had in CRM4. This hierarchy was a "tree": 1.- The HQ Business Unit was at the top of the tree 2.- Different Second Level Business Units are
account in zoho crm
Hi everyone, is there anybody can help me? I have a flow in my aplication, so i wanna do a couple step to create a contract. here is my plan; - create an account - add contact for the account - make a deal for related contact can all of these step use
Zoho CRM use for tracking workshop attendance
Hi there, I am a new zoho user - I am wanting to use zoho to track workshop attendance. I give workshops and want to use ZOHO CRM to create the workshops and lists of potentials in the workshop. Do I do this as a deal or do I create a product? I tried
Deleting or renaming templates
Re: the Zoho CRM and MS Word plugin. Is there a way to edit, rename, or remove templates uploaded to Zoho CRM? Best, Lindsay Garrison On the verge, incorporated Boston
Feature Enhancements: Translations
By The Grace of G-D. Hi, We are using the translations feature a lot and it is great! There are a few enhancements that could really make the system Multi-Language even after customization. Please consider the below suggestions to enable in translations:
Add extra column to zohocrm products overview showing ammount of linked deals
Hi There, I am new to ZohoCRM and am currently investigating using it for a customer. I was wondering how to add an extra column to a module overview page (in my case products) showing the ammount of linked deals. I have already looked into the 'modules
Restriction of changing territory by the user
Dear, I am not able to restrict the change of territory by users, is there this possibility?
Zoho Finance Integration - Report that shows the status of all estimates, sales orders and invoices
Hi all, We've transitioned to using the Zoho Finance Integration to raise orders. Is there a simple report that can show the 'status' of an order through these modules. I know there are statuses within each module (i.e. for invoice - draft, overdue, paid
We changed our ZOHO CRM password and our leads stopped coming. Why does this happen?
Hello. I changed our ZOHO CRM password. After an hour I realized and our leads stopped coming. I couldn't believe that our leads stopped coming after I changed our password. So to confirm I contacted my tech team and they contacted Zoho Support. Our outsourced
Can't see leads coming from Facebook ads
Hi, I successfully run Facebook ads and integrated my Zoho CRM, I have 25 leads at Facebook ads but can't see these leads in my Zoho CRM? I checked manuals, it seems all is done but I do not know why I can't see the leads coming from Facebook ads? T
Can I include custom fields from CONTACTS in the Gmail plugin?
I have a drop down field I created on CONTACTS. Is there any way to make it available on the Gmail plugin?
Quick Create in Portal
Hi, I create a new module to use at customer portal. After adding the module to the costumer portal, I realized that Quick Create form is displayed automatically, is it a must or can I change or remove Quick Create files from the customer portal? Thanks
Create a dashboard that shows how many sold in each month.
Is it possible to create a report/dashboard that shows me how much has been sold in each month? I know how to do it for the individual months, but I want 1 report that shows all months as a chart. Thanks
Change Field Type & Preserve Data, Workflows, Layout
I would like a feature in ZohoCRM that would allow me to change a field from one type to another, and preserve the data, workflows, layouts for that field. Essentially the same effect that "renaming" a field has where nothing really changes but the name.
Upload Excel Template into Zoho Sheets and Use for Creating Quotes/Sales Orders
I use an Excel workbook template to create quotes/sales orders. Is there a way for me to upload the template into Zoho CRM and map the customers contact fields into it from within the CRM? Thanks so much! Kelly
Inventory templates for Products
We require printing the products we have with special formatting but currently it is not possible to create or select an inventory template to do so. Inventory templates exist for invoices, etc, but not for the Products module. Is it possible for Zoho
Report Running From Different Time Zones
We have found an interesting problem today. If I view a report on one of the dashboards we have setup which limits the records to 'Activities Todays' then the report looks different for me where in New York than it does for our Sales Rep in Singapore.
ZohoCRM DealOwner to ZohoBooks Customer Owner
Hello everyone, I have a specific requirement to synchronize the Deal owner with the customer-owner in Zoho Books. In order to accomplish this, I have developed a deluge script that is currently functioning correctly. However, I have a concern regarding
CRM User's Last Login
Hi all, I would like to request a feature that logs the last login of users. I'm aware that there are two other topics about this, but in each of those topics we are asked to refer to the other topic and they're both locked, which doesn't seem right:
Can I hide report based on user profile and or group?
Hi, I want to create a report, but I want to hide it for certain users based on their group and profile, can I do that? because when I create a report, it will always appear on all my users, even though they only see nothing after they click the report
"No Zoho Creator permalinks were found" error message
Hello, I'm trying to add a Zoho Creator app to a CRM Web tab following this guide: Linking Zoho Creator Apps with CRM | Online Help - Zoho CRM When clicking on the link icon, I get the following error message: No Zoho Creator permalinks were found. I'm
Lead and Activity Reports
Is it possible to run relational reports across multiple modules. I want to run a report that filters particular leads by status and source that have particular words in an activity or a particular priority on an activity. I have tons of uses for filtering
How to: Fine grained access
Hi, I'd like to give users access only to certain records based on specific conditions. ie: if Field1 is a picklist and has a specific value, give access to all users of a certain "group" Or if that user is chosen on a specific User lookup field. I'd
How do you disassociate contacts from an opportunity in the opportunity module?
Working in the Opportunity module within CRM, I have several contacts associated with an opportunity. A couple have left the company or moved departments and I want to disassociate them and add their replacements. Adding new folks isn't an issue, but
Please display ALL emails of an account per default (CRM emails + IMAP)
Hi, i simply don't understand why ZOHO CRM is designed like this: if you open an account an scroll down to the emails, you just see the emails that have been sent from ZOHO CRM. Why?? Per default everybody wants to see ALL EMAILS that have been received
formula field in subform shows blank when record is created by deluge.
I use Deluge to create record, but the record will not calculate formula field in the subform. I have to edit and save, it will be calculated. Unbelievable. Any method to auto trigger the formula field in subform?
Perceptions about Canvas
We are exploring the possibility to design our layouts with canvas. There are some aspects holding us back from it. User experience truncated between record view and list view Responsive in different screen sizes Aditional clicks for editing a field No
Reports - display in different currency?
Hi, We have the multiple currency feature activated. I see in the documentation that in reports, "By default, the value in a report will be displayed in Home Currency.". My question is, is it possible to change this default for some reports? For example,
Update Child Contacts - Do not Contact Accounts to Contacts
Hello! In my zoho accounts I have a cell that indicates that the accounts - businesses are not to be contacted. It is a cell called "Do NOT Contact" which is marked with an X. In turn, I have contacts assigned to those accounts that also have a "Not Contact"
Multi-Select Lookup can not be used for Views and Reports.
Hi, While working on a project, I tried adding a multi-select lookup field to a specific custom view and saw that it didn't appear. In comparison, a standard lookup field worked just fine, which didn't make sense as to why one should work over the other.
Layout changes not taking affect
I have changed the layout for my contacts & for my leads details pages and the changes are not transferring. i've tried changing browsers, deleting cache, and restarting browsers but nothing helps. Earlier today i also noticed my calendar was one day
about function in Professional Plan
Hi, I want to use ‘Professional Plan’, currently I am in trial version. and from the documentation, it is said that I can add ‘function’ extension up to 20000 credits/day/org I am sorry but I have 4 questions: 1. is this the ‘function’ feature so I can
how to change Contact record owner using Deluge Function?
let say I have CONTACT_ID (the ID of the record) and also USER_ID ( the new owner ID), I want to change the owner of that record programmatically using Zoho CRM function (Deluge). I am confused what method do I have to use, I have tried to use the code
How to deactivate multiple currencies in CRM?
Hi, I activated multiple currencies - how to deactivate it?
Copying deal from one pipeline to another after reaching Closed Won.
Hello, I'm new to Zoho so I appreciate your help. I'm trying to figure out the best way to duplicate deals, and their associated values, from our Sales Pipeline to our Customer Success Pipeline after they have reached the stage "Closed Won". Any advice
How to make lead source appear automatically, when new contact appears in the system
Good day! Need help. Where should I state parameters for Lead source, so this information appears automatically after new contact appears in Zoho CRM.
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