Create a Task in the CRM
Hello, I'm trying to create new Tasks, and I'm running into a problem. I have simplified my code (C#) down to the following which I believe contains only the essential properties, which throws an exception on the UpsertRecords line: ZCRMRecord zohoTask = new ZCRMRecord("Tasks"); zohoTask.SetFieldValue("Subject", riskTaskModel.Subject); JObject recurring_pattern = new JObject(); recurring_pattern.Add("RRULE", "FREQ=NONE;"); zohoTask.SetFieldValue("Recurring_Activity", recurring_pattern); JObject
Anyone using Nosql as an alternative to an evergrowing list of modules?
I have an ongoing list of offerings I provide to my customers. Every time I have a new offer I have to create a form with fields unique to that offer, and am otherwise forced to create a module to store the data that relates to that form and offer. I am going to end up with hundreds of forms and modules. - I CAN live with many forms - I CANNOT live with a constant creation of new modules and deluge code to store all of the data What do I do? A friend suggested I save data in structured JSON documents
Stage probability mapping does not update to records
I have edited the stage-probability mapping to a new value %. But... 1. Records for each deal do not automatically update to the new probability values. 2. If I use the 'quick edit' to update the Stage, i.e. click and save. This does update the probability on the page, but is not saved correctly, so the probability has not actually changed. 3. Have to use the page 'Edit' and update the Stage. Now the probability has been updated. Solution: 1/ . mass update of all records when mapping changes
Hide Emails Related List for certain contacts
Hello, We would like to hide Email Related List for certain Contacts in Zoho CRM, so that salespeople cannot see email correspondence between company management and our vendors that are in the CRM. The contact record doesn't need to be hidden, just the emails that would show up in the emails related list. All emails sent by management to CLIENTS in CRM need to remain visible to salespeople. Thanks, Jay Ashland
Error code CRM Zoho one expired
Good morning Admin, I'm trying to Access my Company's zoho CRM account but to no avail. No data is showing. I saw an error Statement "CRM Zoho one trial expired". What can I do? Find attached a screenshot of the page. Regards, Bunmi from Lagos Nigeria
Conditionally make a Line field mandatory but only if lookup field was left blank
I can't seem to set a layout rule to achieve this, because this functionality doesn't seem to extend to lookup fields. Essentially, there's one field where a user is supposed to select a value from a lookup field that offers 50-60 options. In case they can't find the correct item to link to, there is also a free text field where they can enter it. I'm trying to think of a way to make it so that the free text field only becomes mandatory in case the lookup field was not filled in.
Notify other users when Notes are updated
Hi there, In my Zoho CRM system I've set up email notifications to alert other Users when a change is made to a Potential, to keep the whole team up to date. My problem is that I can't find a way to include the Notes section in the information that gets sent by email. Is there a way of updating other users when a Note is added/changed in a Potential? Many thanks, Chris
CRM Calendar no longer syncs with Google Calendar
I have had my Zoho CRM Calendar set up to sync with Goggle calendar for the past year and it has been working without issue. Suddenly for no apparent reason, it no longer syncs and there is nothing I can do to get it to sync. I have not changed any google or CRM settings. I tried to deactivate and set it up again, but it is useless. it syncs some random items from Zoho CRM to Google. It syncs nothing from Google to CRM. I got a notification from Google telling me that Zoho now has access, but
Custom HTML email template - head & gmail
Hello, A designer is creating a custom email template for us, but when I insert the HTML in a Zoho email template, we see that Zoho alters and deletes certain elements of the code. Especially the Head is negatively impacted, which causes the email to look very bad in Gmail. We would expect that a professional CRM tool can handle custom HTML templates, and, does not delete random elements of our template. Is there a structural fix for this issue? And can we make sure that the HTML head does not get
Task or Event
I am looking to find out which would work best out of these 2 (or if anyone has another suggestion). We sell mortgages. The mortgage has a tie in period for say 2 years - but not exactly 2 years, it could be 1 year 11 months or 2 years and 2 months for example. About 3 months before their deal finishes I want something to pop up in our tasks/events/jobs list for us to contact the customer. So that we can explain their deal is coming to an end and do they want us to look into it again for them. I
Fields in layout rule randomly appearing when condition not triggered
Hi Zoho CRM team, My sales team has brought this to my attention that fields in the opportunity layout which are part of a layout rule are appearing when creating a new opportunity, even when the conditions are not met. The layout rule was set up in June 2019 and has been working until recently. You guys know any reason why this problem suddenly started happening?
Multiple Super-Admins
Have more than one super admin capable of creating and modifying user accounts. For example, our Technology Manager is our super admin, however he might like to delegate the task of removing user accounts to one of his support staff whilst still remaining a super admin himself.
Field updates across modules
Hi, I'd like to differentiate accounts between potential customers and customers, who already purchased our product. Ideally, the information should be included in the custom field in Account. Is there any way how to make this happen? Probably workflow, but not sure how to make it done between multiple modules. Thanks! Tom
ZohoCRM sync both ways with a Spreadsheet App?
Is there any Spreadsheet application that syncs with ZohoCRM records both ways, available with the built-in functions of ZohoCRM Professional? Spreadsheet program examples would be either: Excel, Google Sheets, Zoho Sheet. My goal would be to do a 2-way sync of all records in the Potentials module.
Zoho CRM and Microsoft Teams in the UK
Hello I am not able to integrate Zoho CRM with Microsoft teams. I am based in the UK and i am getting the following error: "Sorry. We are not supporting this feature for your region." It is because i am using zoho.eu? Please can you check this and let me know. Thanks Henry
Zoho CRM PhoneBridge Asterisk 13
Hi there, I've set up PhoneBridge with asterisk 13 and Zoho CRM, and can successfully initiate a Click to Dial. However, the CRM does not 'see' when the call is answered and remains on a perpetual 'calling' state with a 'CANCEL' button available. The call is not logged, and there is no way to control the call from the CRM. On inbound calls to the user there is also no activity. From the zti logs I can see a lot of errors stating 'no event class registered; Is there anything I can do on the
How many 1-to-many lookups can a custom module have?
How many 1-to-many lookups can a custom module have?
View tasks/activities in ZOHO CRM calendar
Is there any way to view tasks/activities created in ZOHO CRM in the calendar? Or can tasks/activities created in ZOHO CRM be viewed in Google calendar? I'm pretty sure no but thought I'd ask just in case.
Restore from a backup
Restore from a back-up Can somebody in Zoho kindly advise me if there is a document available with the sequence of steps to follow when restoring from a back-up. To emphasize, I need to know the detailed steps! Thanks
Repeating Phone Numbers in Email Signature
Several users have been reporting that certain parts of their signatures repeat multiple times. Most often it is a phone number. I have checked their signatures and the templates they are using and cannot find the cause of this. Any ideas? See attachment for example.
No access for users after migration from US to EU dc on CRM
Hi all, I recently transferred our Zoho CRM from the US to EU data center by exporting everything and then re-importing all my events, leads etc. Everything works fine but my team mate is unable to access this new CRM while he has an EU account set up correctly. I de/re-activated his user but didn't help. Also deleted him from Zoho CRM and recreated a new one but it doesn't help. Can anybody provide me with an alternative? I'd rather not ask him to delete his account and create a new one! Thanks
no field shown while creating a blueprint
Hi, We have a custom module and when I try to create a blueprint with that, no field is listed under the drop down and I get an error. Could you help me with this? Thanks,
Temporary downgrade from Professional to Free?
Dear Zoho team, Due to COVID-19 and consequent slow down of business, I need to temporary downgrade from Professional to Free. ( I have custom fields). Here some questions for you: 1) How do I downgrade from Professional Edition to Free Edition? Please specify steps. 2) When I will be back to Professional, will my data, custom fields and everything be back again as before? 3) I have my monthly backups saved, How does it work if I need to restore my last backup? Please specify steps. Any extra detail
Funnel in Zoho CRM
Namaskaram, Check this link for getting knowledge to create Funnel in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Emails Received in Gmail no longer appearing in Zoho CRM email section if Archived in Gmail
I spent hours with support today in a remote control session, trying to figure out why received emails were no longer showing in Zoho CRM. We ended with Zoho telling me nothing has changed recently, and that emails you "Archive" in Gmail will not be visible in Zoho CRM email section. I've been using the same system and following the same process for nearly a year. Follows is the exact process and pertains to Gmail/Zoho CRM imap sync: 1. Email received in Gmail. 2. Open the Lead in Zoho. 3. Email
How to monitor all the contacts who have an email being sent by the contact and not replied back by internal agent
Hi , We have configured a related list for the emails on contact detail page. We want to have a list view on contacts which lists all the contacts for whom our company has received email from end customer (contact) and our internal rep has not responded back yet. Basically the last email on the emails list is being sent by contact and they are awaiting a reply from us. I dont see any option of writing a workflow on emails which allows me to change a field on its parent contact indicating an email
Google Ads Form Submits Not Showing in Zoho
This month, I'm showing 19 form submit conversions in a Google Ads display campaign. But if I look in Zoho, I can't find them. I tested the Zoho form and the submit flows in to the CRM but if I run a filter for leads this month, they are not there.
Account : Customize section quick data access
Hi, in account module i would like to customize the data in the section on the top of the page, as you can see bellow : I cannot find in the configuration of account module, is it possible to modify the date in this section ? Thanks in advance. Kind regards Delong
Using field value in text string
What I am trying to accomplish is, in a text field I have some string but then I want to concatenate a value that is in a field of the same record Let say I have a Lead and I open that Lead and within this Lead is a multi-line text field called Greetings. An in this Greeting text field I have the string "Hello my name is <FirstNameField>" where <FirstNameField> value is pulled from a different field of the same record like First_Name. Is this possible?
Auto Populate Fields based on a trigger
Hi All! Here is my question and I hope im not duplicating anyones efforts (I couldnt find an answer/solution). I want to see if its possible to autopopulate fields in the LEADS module based on a trigger/selection (could be checkbox). We have two sections: Project Information Billing Address Both have the following fields Address | City | State | Zip Code Sometimes these address can be the same or they can be different (primary residence or secondary residence) Is it possible to pull the information
Calculating Age from Date of Birth in Zoho CRM
Namaskaram, Check this link to get a knowledge for Calculating Age from Date of Birth in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Suggestion: On workflow failure have a fallback setting
There are always lots of issues with workflows not triggering for one reason or another. It would be great if there was a default error action option for failed workflows. EG: Send cliq message to admin with details whenever a workflow fails for whatever
Lead in ZohoCRM phone app, but NOT in desktop site.
Hi. I recently exported 526 records/leads into a csv file successfuly. However, I notice that when I go to my leads in the CRM desktop, they are not there! Also, I notice that those same exported leads that are not on my CRM desktop ARE in my CRM Phone app. I need them back in the online desktop site. How do I get them back? And why did the export take them out in the first place? Thank you!
Multiple owners for an Account
Hello, We have a project for the implementation of Zoho CRM in a small company. We have a mutlti department segmentation. It means that a customer (an account) can get several Account owners. The only (bad) solution seems to clone all accounts : Customer 1 / Account 1 - Account manager 1 Customer 1 / Account 1 - Account manager 2 Do you see a more efficient solution to handle that ? Maybe by using the Mother Company ? Mother Company --- Customer 1 / Account 1 - Account manager 1 --- Customer 1 /
Temporary downgrade to free
Hi, we need to downgrade from professional to free for a couple of months, will any information be lost when we to upgrade back to professional later on again or will the downgrade influence the data structure resulting in any data loss?
How do I remove contact from mailing list based on CRM status?
I have a status dropdown field in my leads module with a selection labelled "Denied". Once I've set this field to denied, I want the contact to be removed from my mailing list. How do I do that?
Contact : Set conditions on 2 lookup field
Hi, would like to hide or block a lookup field if another lookup field in the same module is filled. See bellow an exemple : If ```Account Name``` is not empty i would like to block or hide ```Fournisseur / marques``` and vice versa. I cannot find the way for doing it. Thank you in advance Kind regard Delong
The crm homepage should be updated
For a potential customer, I rediect him to the crm.zoho.eu homepage to log in. He couldn't and found out the reason: For some reason this page look very old, and there is no way to login... even signin up doesn't work. (see the grey area). evem reloading multiple time of using Firefox, Brave or Safari gives the same result. Please also note at the bottom of the page, phone and fax number still have the placehold :-/ Please update the page, it give a very bad impression whan I have to make a demo.
Zoho CRM - Transitive workflow (2nd workflow triggered by the 1st)
Hello, Is it possible to have "transitive" workflows? By "transitive" I mean: 1. workflow updating a field in associated module (e.g. Calls -> Contacts) 2. workflow updating a field in the same module which is triggered by the first workflow. Example: Create a call with subject: test 1. workflow triggered by "create or update call" with "subject that contains test" -> update corresponding Contact's "additional zip-code" 2. workflow triggered by 1. workflow update -> update Contact's Status to "blah
Tags Moved in New Views
In the newly deployed view (which I do like) the tags are moved to a very awkward location for setting and viewing ... it wold be nice if the tags showed up near the heading(?) as was previously the case. I honestly thought that they were gone when I was trying to set tags this afternoon until I went to the Old Version.
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