Deals data to quote
Hi everyone! I have a doubt/situation, with which I hope you can help me. I have a field in Leads that, depending on how it is configured, can be inherited from the generated Deals. My problem is that I try to inherit the data from this field to the Quote,
Customer Support in USA
Does anyone know the hours that Customer Support is open for the West Coast of USA? Thanks in advance.
Error in zoho php sdk "Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'client_id is mandatory' in C:"
I am facing error in php sdk in zoho. : Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'client_id is mandatory' in C:\xampp_7.4\htdocs\zcrm-php-sdk-master\vendor\zohocrm\php-sdk-archive\src\crm\utility\ZCRMConfigUtil.php(43) #0 C:\xampp_7.4\htdocs\zcrm-php-sdk-master\vendor\zohocrm\php-sdk-archive\src\crm\setup\restclient\ZCRMRestClient.php(42):
Adding 2 multiple users fields to custom module
Hello, I'm creating a custom module on CRM. I'm trying to add 2 Users field and I'd like to have both of them set to "Multiple users". Is there any limitation to this? In fact, I can't set the 2nd field to Multiple Users: Thank you Antonio
Can I use ZOHO CRM for both clients and providers at the same time?
I'm new to this forum and I'm not really familiar with the forum interface. I don't know if here it's the proper place to post this. I'm not yet a user of ZOHO. I have a Travel Agency and we are considering choosing ZOHO CRM vs other alternatives in the
Disappearing cursor in description
I've been using ZohoCRM for about a year, but I just recently got a new computer and when I began using ZohoCRM on the new computer when I try to write in the description field, the cursor disappears, so I can not backup and delete portions of the text
Rollup of Invoices from Zoho Finance/Books
Hi, I am looking at taking data from Zoho Finance/Books adding them to an account within the accounts module Products purchased - and adding them via a related list Total GBP invoices paid (rolling up) everytime a new invoice is paid is this possible
How should I manage multiple mailing addresses at the Account level?
How should I manage multiple mailing addresses at the Account level? We need up to six different physical addresses associated with an Account. Should I do this as a subform or standalone module?
Hi, I am looking at Utilising Zoho CRM and other Zoho products to develop Education Consultancy CRM and a portal for B2B
Hi Friends I am looking for suggestions for Zoho development company who can modify Zoho CRM as per our requirements. We are in the field of Education consultancy and want to design Education CRM for our B2B network. Along with that, we want to use IQ
Create Zoho Writer Merge Document with data from 2 modules
Is it possible to map fields from multiple modules and create a merge that I send for signing? I'm creating a contract using Merge Fields. I'd like to include fields from my Opportunities module and also include my Companies module. I can access and
Inherited sharing
Hi. I have a business requirement that I don't know how to make work in Zoho CRM. I have a Record data structure something like this: Project Stage (Custom Module 1) House (Custom Module 2 - one-to-many) Linking Module Contact (many-to-many) Then I have
How do I duplicate this component in my dashboard?
I wanted to duplicate this custom component view in my dashboard. How can I do it?
Multiple Reports in a Digest
If all reports are scheduled on the same time frame, is there a way to get them all in one email so the recipient isn't receiving several report emails at once? Like a digest on the two week schedule
Zoho CRM for the Legal Profession
Just wondered if anyone here has successfully set up Zoho CRM for lawyers? I'm in the process of doing this along with integrating an online accounting app. Would be interested in hearing from others on this.
Email Parser Email Issue
I use the email parser for many clients and myself for lead generation. The only issue I have with it is there is no longer an error message showing why certain emails don't parse through. I remember there used to be this error message to help figure
Should it take 8-18 seconds to open a "Deal" or "Lead" record?
In chrome, incognito mode, no extensions loaded, it takes me anywhere from 8-18 seconds to open the details of any individual deal. At night, it goes down to about 8 seconds and during the day it's 18 seconds. My expectation was that it would take 2-3
WANTED Recalculation of Formulas on single-field EDIT
One mayor deficiency in Zoho is the lacking ability to re-calculate formulas constantly, as it does an application such as Excel. The argument given by Zoho is that this is a limitation by design, as the system takes a performance hit. One may understand
Subtract two dates
Hello! I have a doubt about something that I am not achieving. I have a report with 2 dates. Is it possible to get the difference between them? In the Reports module or in Analysis. I used the comparison options, but I couldn't get the result of subtracting
trying to figure out how to add telephone scripts for my sales team
does anyone know how to add telephone scripts so they can be easily accessed by the sales team.. and really if necessary for customer service for inbound calls.. as an example how to deal with customer with xyz issue? Thank you Bill
Add Incoterms fields to quote module
Hi there. I'm just starting out with Zoho, so please if these fields are hidden somewhere please feel free to disregard. For any quotation involving a product, it's common to have Incoterms identified on the quotation, typically these are agreed with
Emails Still Not Sending
Hi, I have a workflow setup that when a lead is created an email is sent to the team with the details for them to contact. But for some reason this email will not send. If i set the workflow to send an email to the "Lead's Email" the workflow triggers
Save and Create Follow up Task
(1) In ZCRM Help, it says that when logging a Call, I can "Click Save, or click Save & Create Follow-up Task to save and create a follow-up task." On the Log a Call pop-up dialog, I can see "Save", but not "Save & Create Follow-up Task". This is exactly what I want to do--but where is it? (2) On the same pop-up form, there is a mandatory field: "Call Result". When I log the call, the call is recorded on the contact's record under Closed Actions. But where is the "call Result" data that I entered?
Converting/copy customers from Zoho Invoice to leads in the crm
Is it possible to Converting/copy customers that we added in Zoho Invoice to leads in the crm? thanks
Can custom functions respond to REST API requests and then continue doing work?
Hi, Here is my scenario: I have a new customer registering on my website and I want to send this information through to a Zoho CRM Custom Functin via REST API. I would like the Custom Function to return a response as soon as it has received the data i.e.
How do i add css class in specific menu bar
HI I cant find the option to add css class can any one help me or give me some altranative solution its urgent
Custom function that retrieves JSON code which is showing connection between contacts, emails and campaigns
Hello, Each week, I want to see how many emails are sent, in which campaigns are they sent and I what to see what is their status - both email status and campaign status. For example, If email status is "bounced", I want to check if campaign status is
New capabilities added to Zia's Email Intelligence
Dear All, Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence. Zia explores incoming emails and highlights different insights like email intent, email sentiments,
Combine Multiple Accounts
Hey. I'm pretty new to Zoho. I created an account that is linked with my Gmail address. Matter of fact, I signed in using the Google link thing. Today, my boss created a project in Zoho Projects and added me as a user. But he used my work email address
Equity Sharing Opportunity for Website Development and CRM Services
We are an investment company based in Houston looking for a website developer/Zoho CRM configuration specialist. You will be helping us develop our website, complete configuration of our CRM software, create dashboards and create a training document for
If a client unsubscribes from the marketing emails sent from Zoho, will the client still be able to receive other emails sent from Zoho?
We use Zoho to send out a monthly marketing newsletter, but they are still a client that needs to receive emails regarding projects we have open for them. Will they still be able to receive the emails if they requested to stop receiving the marketing
Rollback items pushed to production CRM
Hi, I was wondering if there is a way to roll back items pushed to production in the CRM from development. Thank you,
WordPress form to Zoho CRM
Hello, I'm a beginner in using ZohoCRM, would it be possible to connect ZohoCRM to an already existing registration form, callback form, contact-us form? If it's possible how do I map the data needed so that it automates saving the information to zohoCRM
Completing tasks suggestion
Original Post: I'm not sure when it happened but the checkmarks to mark tasks as closed directly in a deal/account/etc view seems to have been removed so have to open tasks to close instead. Update: This is no longer a 'problem' but now more feedback
What happens with the email in the CRM when a user leaves the company and their email address gets deleted?
Hi ZCommunity, We are currently managing our email from GMail, as we havent been able to transfer to Zoho Mail yet due to some issues in deliverability and emails going often to spam. The emails are connected to Zoho CRM through IMAP. I want to know what
Email Notifications not sending
Hi, I have seen a few similar issues. I have set up an email notification to go to a few people when a lead is created under specific lead source. The workflow recognises the lead but will not send an email notification. Does anyone have any ideas
Create a task containing the list of all contacts related to a Deal for whom a specific field = false
Hello, in our sale process we have the following steps: a Lead arrives in the CRM. Sales rep call the lead. Then, if the lead is in target, he clicks on a "Request credentials" transition of the blueprint the lead is converted into a Deal, an Account
Consent portal for multibrands
Hello, we manage 2 brands using a single Zoho CRM organization. Is there a way to customize the GDPR compliance Consent Portal to show 2 different Privacy Policy depending on the brand? Thank you
Make a field (including its values) available in another module
Hello, is it possible to make an already existing field from a specific module available in another module? Here's an example: I have a multipick list field in my Lead module - Standard Layout (i.e.: Favourite Football Team) I'd like to add the same field,
Instant Actions on Workflow create a Scheduled Call Activity
Hi, I am able to create a task based on an instant action, but unable to do this to schedule a call in the next 5 days, any ideas of how I can implement this please? _ I am using the Potentials module
CRM Picklist export
Is there anyway to export a pick list? 1. Sometimes we use this data for surveys and need to be able to get it out and use it elsewhere, instead of having to manually output 2. We edit our pick lists from time to time and it would be good to be able to export then re-import
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