Zoho Forms as a Popup Widget in Zoho CRM
Hello, is there not a way to connect a Zoho form on a widget in Zoho CRM? I have everything connected correctly. But when I click the button in View page to invoke the url it works and shows the form, but now I cannot click the integrated lookup field
User Profile Cannot Delete Contact
I want my "Contract Review" profile to be able to delete contacts as necessary from the contacts module. Currently I have the Contacts Module set to Private I have my Contract Review profile set to View, Read, Edit, Delete for the Contacts Permissions
CRM Portal Self-Registration
Currently, portal users for the CRM need to exist as contacts in the CRM, who must then be manually invited to use the portal. A problem arises where there is a requirement for these contacts to start using the portal at their own discretion (i.e. not
Email configuration issue - Can't send emails via CRM any more
Hi All I had to change my Outlook 365 password and when later that day I tried to use templates in Zoho CRM to send an email I found that this feature had stopped working, giving me an error message. Via settings/channels/email, IMAP is set up and it
Checklist for Zoho extension - Canvas Support?
1) Is there Canvas support for Checklist for Zoho CRM extension yet? I know we can add them to the regular layouts, but have yet to hear if Canvas support was implemented yet. 2) Besides Checklist for Zoho CRM extension, are there now other ways to add
Dynamic dropdown list based on values from another module
Hi, I can't find how to prepopulate a dropdown list with existing values from another module. I have a field on Potentials named "Salle" and it's a lookup field fetching information from Products module. The 3 products fiels are: Assis (number field)
Scheduling a workflow
Hi Is it possible to schedule a workflow to trigger if a field isn't updated within a certain time? eg If Account Status is set to Pending can I get Zho to assign a task if the Status hasn't changed for, say, a week? Cheers Simon
Automatically add a deal to a contact/account
When our account managers convert a lead to a Contact/Account they must manually tick a box to create a deal. Sometimes they forget to do this so they have to manually add all the information after. Could there not be a way that we could set it up so
Deal details display at conversion
Hi, I have created a Pipeline in my CRM. This is displayed when I choose to create a Deal at the time of converting a Lead which is great, however the order of the fields don't seem to make sense. I should be able to select my desired pipeline, then choose
Campaign -> CRM Sync
Hello - We recently obtained a business that uses Zoho in conjunction with Wordpress/WooCommerce. Leads are captured via a form on Wordpress. Starting Thursday 11/9 around 4pm these leads stopped syncing with CRM though I am able to view the submissions
How to add hours of operation for an account.
Trying to find the best way to document a business's hours of operation so I know when I can or cannot call.
E-mail as mandatory field instead of last name
Is it possible to change the mandatory fields for leads? Making additional fields mandatory is not a problem, but I would like to have the last name as a non-mandatory field. I use the email instead
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact.
Extending API token expiration time
I am trying to get API calls set up with a customer that plans on creating an automated process on their end to get/post records. Seeing as the token expires every hour this creates a little road block. Is there a way to extend that token to a longer
Show File Upload field in a Report
I do have a subform in a module where we upload files. I would like to generate a report where we can see all uploaded files from the same page. I wonder if is possible to get the URL of the uploaded file somehow. Maybe via Zoho Flow? Get Fetch File Upload
Record has multiple instances in CommandCenter
Is it possible to restrict a record to only be in a the same CommandCenter Journey just once at a time?
looking for an extension to convert for instance the native invoices modules to Books invoices or inventory
Hello I'v seen an Zoho CRM extension month ago , but can't remember where or the name It's a an extension to convert for instance the native invoices modules to Books invoices or inventory Because we use native invoices, quotes and sales order in crm,
Contacts showing above Account Information on Account Page Layout
When did Contacts get their own section on Account Page Layout below the Business Card view and... can we hide it?
Wrong author zoho.crm.createRecord
I'm using a Deluge script to create a note in Leads (Detail). I have created a button with the following function: notesMap = Map(); notesMap.put("Parent_Id", leadId); notesMap.put("Note_Content", "Sample Text"); notesMap.put("$se_module", "Leads"); response
Google Calendar Sync Lag
We utilize google calendar in our org since it sync's so seamlessly with our mobile devices. I have google calendar two way sync enabled in zoho. The problem is lately it's been very laggy. Sometimes an event added in zoho will show up in seconds in google
Is there a way to assign accounts to two different territories with one rep?
We have two instances where one rep is responsible for two different territories. For example, Josh is responsible for Territory 23 and Territory 27. While I can assign Josh to separate territories, I could not find a way to assign the accounts to separate
Links on custom record page
I have created a 'custom record page.' How can I integrate these links as in a 'Standard View'?
How do I edit the default Zoho layout
I cant for the life of me figure out how to show/hide fields on the standard account layout and/or reorder them. I don't want to have to create an entirely new layout using canvas to do this. That seems absurd.
Maintenence of a contact in Zoho CRM
Hi, Can you advise if there is a way to trigger an alert a year or so after a contact was created in Zoho CRM, so that the contact information can be checked if it is up to date?
Auto update email addresses
I have a contact then a related list 'Account' and 'Account number'. Lots of places to update info. I want the email address from the contact pulling through and copied onto the account and account number modules. so they also update as the contact does.
Is it possible to download updating calling data from crm monthlywise? If yes, please share Steps
Hello all, I need a calling data with month wise to check calling status . Thanks eCraftIndia Team
How can I associate emails to a lead or contact if their email address is in the "reply to" field?
Hi there, I have clients booking calls using a different system that isn't connected to Zoho. I get notifications of client bookings from an email address "no-reply@", but the reply-to field is the client email address. How can I automatically associate
Hide pipelines for specific users in the CRM
We have multiple pipelines in our Zoho CRM and I would like to hide some from specific users, please help!
Send specific email to customer when ordering first time
I would like to send a email to a customer when he/she is ordering for the first time. This customer is not a current client of a branch. So, i will use the modules Customers, Contacts and Deals. So, the logica would be something like this: If <deal>
Quickly assign contacts to tasks
Hi All, I have imported alot of tasks to CRM and could only find a way to assign these to the 'account names', using our clients ID numbers all my accounts are linked to the contacts however contacts aren't being updated or assigned (see highlighted section).
Button to copy address from account to contact
Hi everyone ! I'd like to create a button in the view page of Contact to copy the billing address from an account to the mailing address of the contacts linked to this account. I don't know much about zoho programming, could anyone help me to build this
can I get zoho notebooks to appear in my CRM?
I'd like to have zoho Notebooks appear in my crm menu. Is this possible or does it just appear in the website?
Update all client Deals records when a specific field is changed in Accounts
It feels like a simple request and I think I'm overcomplicating it. I have a pick list in the Accounts module called "Industry" and I have created a text field in Deals called "Customer_Industry". I am trying to build an automation so that when "Industry
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
Adding a part number to a quotation
I am trialing Zoho just now and note that no part number appears on the quotes. This is something that is required for my business. How can I add this to the quotation? TRANSLATE with x English Arabic Hebrew Polish Bulgarian Hindi Portuguese Catalan Hmong
Zoho CRM - Scheduled Mass Email Not Visible in Contact Record
Hi! I have a few mass emails scheduled today. The Contacts are showing up in the Contacts Module > Actions > Mass Email > Scheduled. When I go into the individual Contact records though, the scheduled email isn't visible in their records. Please see screenshots.
Zoho one CRM
I am currently trialling Zoho one, but hit the point that the storage is full (5000). This is okay, but I need help finding detail on what the limit is for the paid Zoho One account. Can anyone advise what the record limitation is for the paid Zoho One
How to prefill an external pdf with crm data, then manually fill out the rest and save to record & print
I have a need to prefill an pre-existing fillable pdf with data from zoho. I do have zoho one. Generating a new pdf doesn't work because it's a standardized document. I need to prefill most fields, then be able to manually fill out the last few fields,
Zoho CRM Wizard Tab Order
Hey Team, Any plans in implementing Tab Order in Wizard? For now, tab order is left to right. Would like to have a top to bottom tab order.
Performance issues. Freezing on screens
It's not my network. Logged into three different wifi's same issue. Seem to be frozen. Reload age and starts to work then freezes again
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