New Report Module - Inclusive Relationships
I have been working with Zoho Support on an issue with the new Reports module. It is a wonderful upgrade to what was originally there. Unfortunately, there is a pretty major bug in it. If you have a parent module with an inclusive relationship to the
What is Bussiness Messaging Credit (Whatsapp) in Zoho CRM?
I am trying to integrate Whatsapp API into Zoho CRM. so I am reading this documentation below: https://help.zoho.com/portal/en/kb/crm/connect-with-customers/business-messaging/articles/whatsapp-integration#Integrating_WhatsApp_Messaging_Service_with_Zoho_CRM
Relay authentication - How to know the credential ?
Hello, I am trying to setup email relay on zoho crm, howeveron the last section "Auhtentication" if i enable it, my provider is "other" (i have my own server and host), then it is asking for username and password. The fact is that i don't know what to
Not possible to fix a Pipeline in Kanban view for users/roles etc
Good afternoon, I don't know if anyone can help us but we have a big problem with the Kanban view. We currently have several pipelines, associated with different areas of the company. Each Pipeline has its different stages and blueprints. The fact is
Telephony External ID field added in CRM
Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's reference
When is CRM going to update the Kanban View?
The Kanban view is very aged in Zoho and needs to be refreshed. When can we expect to see this updated to look more like Pipedrive, infusionsoft, ActiveCampaign, etc?
Uncounted pipelines
Hello, I'm having an issue inside the Deals module. When I click on "Deals", I can see a Kanban view with all the deals that I created. Above this list, there's a filter where I can filter deals by pipelines. My problem : for now I only have one pipeline,
CRM Kanban Views and Functions - Stipulate default pipeline and Archive
#1: For us, the fact the the CRM Deals kanban view defaults to "All Pipelines" is useless and confusing. We wish it would default to the "default pipeline" view. We have a couple of pipelines that has absolutely nothing to do with each other. So, to see
Pipeline selection in CRM reset to "All Pipelines"
Hello, in Settings->Customization->Pipelines I have a single pipeline, that is set as default. In Deals there is a dropdown to select my pipeline. However as I navigate the CRM, the selection is reset to "All Pipelines". Is this a config issue on my side
Delivery Status Notification (Failure): Message Blocked sending from Zoho CRM
As of this morning we have been getting a message blocked notification when sending emails via Zoho CRM. Please see below. Any ideas what the issue is? Message blocked Your message to xxx has been blocked. See technical details below for more information.
Using API V6 on Client Script
Hello, Can i using API V6 in client script to get all data from related field? if possible how to do that
Can I tie Leads to Accounts pre-conversion/pre-Opp creation?
Hey folks, I'm new to Zoho, trying to work out how my company is going to manage Leads within the CRM. I've done some googling and posts from 8-11 years ago explain that you cannot tie Leads to Accounts pre-conversion. I can appreciate that may have been
Syncing Zoho Finance Sales and Purchase Orders with Zoho CRM Sales and Purchase Orders
I have been hoping that Zoho would provide an out-of-the-box solution for syncing Sales and Purchase Orders between Zoho Finance and the native Zoho CRM Sales and Purchase Orders. I initially asked the question 6 years ago! My eCommerce business processes
Access Token Throttle reached within Postman Cloud
Hi I am having all sorts of issues getting Zoho API calls to work within Postman. One of it being the token generation. I can manually run the request and generate an access token just fine, however when I schedule the request in a collection run within
Is it possible to display a CRM report chart in a module layout?
I have my Accounts module. I want to display a chart showing monthly sales to that account over the lifetime of the Account. I can create this chart as a Dashboard module, but I can't see how to embed it in the Account page. If it is not possible to embed
Support Macros in Zoho CRM Inventory Modules
Hello all, It will be nice if you allow the use of Macros in inventory modules like Quotes, Sales Orders and Purchase Orders. There a lot of repeating actions that we do when we manage those - for example upon Quote acceptance and a Macro will be very
Create case via email
Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email. I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff
Is possible to add automatically an e-mail address in the CC field in the Send Email tool located in Quotes Module?
Hi Team, I would like know if I can add automatically an e-mail in the field CC when use the tool send email from the quotates module either with deluge or anothert way, I'm willing to listen suggestions. Please se the example bellow Regards Fabian
View Reference Values in pick list field not showing
Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",
can't use Copy Customization due to Multiple Currencies
I am trying to use 'Copy Customization' feature, but unfortunately it can not be initiated because it has multiple currencies I assume this is because two CRM has two different currencies. the Source Account uses IDR (Indonesian Rupiah) and the target
CRM / Books Integration
I'm currently setting up sync of products between CRM and Books. Why does the "Rate" price in Books sync the "Unit Price" from CRM? Unit Price is the product price before Price Books are applied so surely it should sync to the Purchase Price in Book
SalesIQ for email link tracking
Hello, I setup email inside Zoho CRM so i can track if emails are opened and if links are clicked. This works perfectly. However, there is a way, using SalesIQ (apparently), to know what the person clicking the link did on the website (e.g : analytics
Importing Purchase Orders in Zoho CRM
Hello! I'm trying to import Purchase Orders in my Zoho CRM from a csv template using the Data Migration Import tool. (Selecting Zoho CRM migration). I've read the documentation and some other posts in here about the formatting and how you need to import
Zoho Workflow does not work since 2 week ...
Hi everyone, I have a workflow in the CRM which : - when a person complete a form (zoho form), a lead is created and a tag "Form Site Web" is added - when a lead is created or edited, if tag = Form Site Web, then - send an email As you can see in the
Stage Charts not working?
Anyone else have this issue where stage charts don't work as advertised? Tried playing around with this for awhile, but no luck: Before it looked like this:
Add matrix-like component to Zoho CRM dashboard
Hi, We store and keep track of all our prospects in Zoho CRM. I've built a dashboard in Zoho CRM to monitor our sales results. Every prospect gets assigned two consultants: a main consultant, and a second consultant, as defined in two fields (consultant
Function to get & update Price Book discounts
I want to access the discount levels using the following function. It shows the price book fields correctly, but doesn't show the discount info or the associated products info. PriceBookData = zoho.crm.getRecordById("PriceBooks", input.PriceBookID); info
Automatically Update Potental(Deals) amount from Estimates
Hello! I need to have Zoho CRM automatically update the Potential(Deals Module) Job amount when an Estimate is created in Zoho Books with the total amount of the estimate. I have been tinkering with the automation and coding but I am having difficulties getting it to work. I've scoured the references online and I cannot seem to get it to work. Is this possible with automation and Deluge? I'm having difficulties with the Deluge language. Can anyone help explain how one would accomplish this task
Introducing Zoho CRM's all new email configuration
Last modified on May 23, 2024: Moderation Date—Oct 9, 2023: We have initiated the process of migrating our customers from the existing email configuration to the new email configuration. If you would like to request migration and unlock access to the
Product_Details causing error when using createRecord
I am trying to setup a function to generate a Quote document from the information provided by a Deal document. However I can not seem to figure out how to format the map for the product details properly. The error received: Function executed successfully
Exchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!
Tasks created in Zoho CRM do not show up in Zoho Projects..
I'm new to Zoho and trying to see if using CRM and Projects will help with our construction projects. I understand what I'm wanting to do is a basic function but somehow I can't get it to work. I have Zoho CRM and Zoho Projects integrated. I can create
Can I automate duplicate merging
We have an issue of duplicate Accounts in our CRM. I'm sure this is familiar to everyone. Every once in a while I go in and manually merge the duplicate. Is there a way to automate this?
CRM function to download file from File Upload field
If a file has been uploaded into a File Upload field, is there a way to download it? I found this in relation to Creator: URL format to download a file A file stored in the file upload file can be downloaded using the following URL: https://<domain>/<account_owner_name>/<appLinkName>/<reportLinkName>/<fieldLinkName>/download/<fileName>
How to autocomplete a task
So, I have an approval process that automatically assigns a task to somone to review a lead before it's converted, but when they complete the task and finish the approval, the task isn't auto completed. Is there a function or something I can add so that
Give permission to cdata to view records from Zoho
Hi, I am a bit a loss here, I tried to retrive data from Zoho CRM with CData using my zoho admin account, but I encounter an error stating that I do not have permissions to access the records. How do I give permissions to CData to access the records that
Is it any possible to disable/hide the add row option of subform in CRM.
Hello Team, Is it any possible to disable/hide the add row option of subform in CRM.
CRM feature request - insert images directly into the body of Notes section (not as attachment)
I'm wondering if it's possible to integrate adding images into the body of the notes in the CRM. We heavily use the notes feature to manage every time we touch base with a client, and when I record the interaction, sometimes a picture is relevant to get
Users don't have access to WhatsApp chats
Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.
Where are my sticky notes
HOw to recover sticky notes.
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