Finishing a task
Hi! How is it possible to change the settings regarding finishing a task? We were able to finish a task through a green finch in every module. However, at the moment the green finch disappeared within some modules.
Create button that only appears on certain layouts
I have a button that I have created for a module, but I only want it to appear on certain layouts. Is that posible?
Duplicating/Cloning Views
I have asked about this before, but I really, really could use the ability to duplicate/clone views. I have many views where all I need to do is change one criteria - however I have to recreate the whole thing all over again each time. Am I missing something
How to find more than 200 records of account using C#? API
Dear all, What I found on the Zoho website about fetch is: The page and per_page parameter is used to fetch records according to their position in the CRM. Let's assume that the user has to fetch 400 records. The maximum number of records that one can
Filter Help Required
Hi all, I need to filter my leads using info in 'Description' [large 32000 characters multi line field] and then be displayed in my view. That option is not present. What do i do? Regards Akash Kedia
Feature Request: Folders for Workflow Rules
Would be good if you could add the ability to organise workflow rules into folders.
Error uploading attachments
Today the following incident occurred, when attaching a file it threw an error. Attached evidence of the error. It is also not possible to attach files in the notes section. Hope you can help me, Thanks,
Zoho task notify creator when completed
I would like Zoho to complete the communication loop when we assign tasks internally. We are using “Tasks” to assign certain steps in our process to others internally who oversee that function/work product/etc. The Task owner receives the task and an alert by email. Once he/she completes the task they “close” it in zoho. What I would like to have happen is when they select “Close” in the task when closing the task signifying it’s completetion I’d like ZOHO to send a notification to the task creator
Zoho CRM Calendar attendees availability check
Hello, does Zoho CRM Calendar checks the availability of attendees? Thank you Antonio
Date Auto-update in Email templates
While I create an email template in Zoho CRM, I insert a merge field with my opportunity closing date: ${Potentials.Closing Date} I would like to know if their is a way to auto insert this date + or - 1, 2, or more days? I could therefore auto scale the
Update a contact
My main contact is no longer in a customer company however, all of our projects show him as a contact. Can I do a group change to update the contact to someone else? I don’t want to lose the comments, but I believe they should be attached to the project,
Mandatory Last Name Field
The LastName field in Contacts should not be mandatory and unchangeable. I often meet people, know their Firstname and Mobile number but not their last name. Andrew Scott
Is results equal zero column not to appear.
I have a sales order, with a column for discounts. Some clients don't receive a discount. Rather than having a column that says discount with a zero, I'd prefer the whole column to be hidden. Is this possible?
Social module doesnt alert us when we receive a facebook msg
Hi. Ive connected our Facebook account with the Social module. I can see conversations/threads. However, when a Contact msgs us on Facebook, theres no alert or anything notifying us of this. We dont know a Contact has msged us unless we look at the Social
Advice About Inventory
Hello all, I was wondering if you have any experience / advice on how to make Zoho work in a way that makes sense for us. We need an inventory module to manage our inventory. Naturally the first stop is to look at Zoho Inventory. However we cannot link
Is it possible to get Outlook Emails to appear in Zoho automatically????
Hi, is there any easy way to get the Outlook emails to and from leads and contacts to appear in Zoho automatically? We are running with Outlook 2010 with the Zoho Add-in and have so far just started using Zoho with a few enquiries being entered via our
Generic Script to Map Subform Fields from one module to another
Hello Zoho people, I was wondering if anyone is willing to lend a hand. I need a generic script to map a subform from one module to another, based on LookUp, using workflow automation. Generic I do not mean something which work everywhere, which is not
Link to external URL on Zoho CRM tabs
Hello, is there a way to add a link to an external platform in the Tabs section? Here: I'd like to give the users the ability to open Google Calendar on a new browser tab. I've seen this is possible using Buttons, but I can't add buttons to the Tabs area.
CRM Dashboards - 3 modules
Hi all, I need to create a CRM dashboard crossing information from 3 modules. I need to add another module to the both in the picture below. Is this possible using CRM Dashboards/ reporting? Please advise
Merging Records Automatically Upon Import from a Web Form
There are two ways that leads get imported into our Zoho CRM as a Lead: Landing page software (Unbounce with Zapier to handle the import) Gravity forms on our Wordpress website (We use GravityForms to Zoho CRM add) A new lead will often fill out a form
Timeline not being kept when merging two accounts
There is a flaw in the current merging process. When two records are merged, the Timeline for the previous records is not kept in the new one. This is an auditing loophole as one can bypass the Timeline audit log by simply merging a record.
Unable to activate Google Calendar
Hi guys, For some reason I'm unable to activate the Google Calendar sync for some users. I've got it up and running for myself and some others, but somehow I cannot activate the sync for everyone. (see added screenshot of a user which isn't allowed to
Deletion of all records in a module
Hello everyone, what's the fastest way of deleting all records in a module? I'm currently using a function to delete records but it's taking time
Data-form to Raw Json Format
I'm trying to covert an data-form entry into a Raw Json Format in a POST API call on Postman and it's not working well. The API Instruction for data-form input: Website And it's works well when I use that data-form configuration for my API: But the problem
Brain fart on getting "id" from a module Map
contactId = 5122008000000796037; contactMap = Map(); contactId = zoho.crm.getRecordById("Contacts",contactId); mailCode = contactId.get("Legacy_Mail_Code"); camapaignMap0 = Map(); campaignMap0 = zoho.crm.searchRecords("Campaigns","(Mail_Code:equals:"
Publish reports
Hi! Is it possible to publish the reports generated in the Analytics module on https website? I understand that zoho offers the option. If so, do you have the option to update that data from time to time?
Any advice for how to store product / service details by account?
Currently, we can add products to accounts, but what I can't figure out how to do is to add a start date, cancel date, price and other misc data specific to the account. When we demo'd the product, I assumed the products on an account record would allow
Email Workflows within CRM
Hi First we dont want to do this via Campaigns I need to create a workflow based off a sign up date and a status field within a contact record heres what we need 1.as soon as a certain status field is selected send an email to the customer 2.when a
How to change my "Title"
In setting up my CRM Account it lists me as thre Adminstrator which is fine however the next field over lists me as "CEO" for which I am not -- how do I change this.
How to write right search criteria for Zoho API to get all accounts which are customers?
Dear all, I have a problem, I'm getting only 200 accounts that lead, I need to search for Customers and Sub-customers and get all of them. What I'm doing wrong? How can I fix it? Thank you in advance! Best regards, Vladimir My code is below:
Fields not available for funnel
Hi! I found something using analytics. Using the analytics module, try to create a funnel to check the conversion of leads to sales. I realize that among the options to classify the information there are only some fields (I imagine they are standard),
my enterprise trial on crm , suddenly change to crm plus how to get back my to my enterprise plan please help me.
my enterprise trial on crm , suddenly change to crm plus how to get back my to my enterprise plan please help me.
Stages not order correctly for specific Layout
Hi Zoho team, I have a issue where the stages in the Kanban View for our module is not ordered correctly. So right now it showed like in the image for Layout = All Layout where Application Filled is the first stage. But when I change to other Layout the first stage is Application Created and this is what we expect. How can I reorder the stages for Layout = All Layout?
Can I Mass Delete Duplicate Records (Accounts)
Hello, When I had imported from another CRM about a year ago, I had imported A LOT of EXACT duplicate accounts and have over 12,000 records (reason for so many duplicates was I imported my "contacts" to my accounts and I had multiple contacts per account). I see the way to "find/merge duplicate" but that is a one by one process. Is there a way to mass delete or a duplicate record look-up and then delete? Would greatly appreciate any help you could provide. Thanks, Matt
NO Conversion Mapping in SandBox
It appears as though conversion mapping is not possible int he Sandbox environment. From setup, modules, the conversion mapping item is not in the actions menu and when editing a workflow that does the conversion, clicking on the Conversion Mapping link brings up a blank white screen. I would consider this a pretty large gap in the sandbox implementation. Anyone know how to get to the conversion mapping in sandbox?
Facing Error "Undefined variable: enableSSLVerification in C"
When i am run latest php sdk zoho code then occure error : " Notice: Undefined variable: enableSSLVerification in C:\xampp_7.4\htdocs\27sep_Zoho_ssl\multiuser.php on line 52 Fatal error: Uncaught TypeError: Argument 1 passed to com\zoho\crm\api\SDKConfigBuilder::sslVerification()
Question about the limitation of sub form entries
Hi This may be a silly question, but Ill ask anyway. ;) Im playing about with Subforms in a custom module. I see in the support documentation that: - The maximum number of entries across all subforms on an aggregate is 200. Does this mean that there
Unable to select csv format before exporting audit log
Hi everyone, I use the export audit log function in Zoho CRM however when I do, some data (that is in Arabic in the CRM) is not showing properly in excel. I suppose this is due to the csv being exporting in the wrong format. Is there a way to select the
Suppression en masse de données dans un module
Bonjour , J'ai un module personnalisé et j'aimerais supprimer toutes les enregistrements de ce derniers Comment puis je faire ?
Auto-bcc
A option in setup that allows you to BCC all sent emails to a certain address, without having to type it in every time. Best regards, Magnus
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