zohocrm-csharp-sdk-2 - Only works through proxy server?
The configuration of the sdk asks for : * Create an instance of RequestProxy class that takes the following parameters * Host -> Host * Port -> Port Number * User -> User Name * Password -> Password * UserDomain -> User Domain */ Are usersWhatsapp BOT with CRM
Hello, how do you use Whatsapp integrations in zoho CRM?Submit Button
Hi, I want to take this button in the line of Field email don't want the down.WHERE THE F*CK IS EVERYONE?!!
WHY THERE IS NOBODY AND NO CHANNEL TO CONTACT YOUR SUPPORT?!!!!! YOUR SOFTWARE BRIGHTNESS IS TOO BRIGHT ANDF HURT MY EYES!!!!!!!!How to add a portal with access for customers?
I know it is possible to add a portal for a kind of customer self service to Zoho CRM. For example I do want to send a link to the customer where he can check his address and change it, if the address has changed. But I do have a few questions: Is itAre RingCentral call recordings stored directly in Zoho CRM? If so, for how long?
The information surrounding the RIngCentral integration is sparse and sketchy. Call recordings are placed on the activity record rather haphazardly and are not accessible unless you are logged in as the calling user and to Ring Central as the telephonyCompleted Calls don't associate with Scheduled Calls
I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter theCRM calculation issue
Hi, CRM have calculation issue. Can you please have a look on it.Zoom Phone SMS Integration
Requesting Zoom SMS capabilities to be integrated by Zoho CRM to capture a related SMS conversation logged to the lead, contact etc..Why am I getting the following error message?
you cannot send email with unsubscription link for more than 1 recipients.CRM Field Details - WHO, WHEN, Where it's used?
Is there a way to see WHO created a specific custom field and WHEN it was created in the CRM on a module? In Module settings, I can only see the fields but not those details. I've also checked in the API section under API names but do not see WHO or WHENhow can I change the font when I answer a ticket in zoho desk? thanks
how can I change the font when I answer a ticket in zoho desk? thanksHow to generate grant token without using developer console
I'm integrating Zoho CRM with another app. I need to be able to use REST calls without ANY HUMAN INTERVENTION. I need a programmatic way to generate a grant token. Using the developer console will not work! This question has been asked several times beforeHow to fetch custom Related-list records from ZOHO CRM using ZOHO-API?
Hi, i am working on Zoho CRM and using Zoho API to fetch records from zoho crm. I want to fetch custom related-list records by using zoho-api but I am not able to do this. The scenario is : I have University as Related list in Contacts module and University is a custom module in which I have a lookup field of Contacts. Now all University records related to particular Contacts are shown its record as University Related-List. I want to get this data by using zoho-api. Help me to solve this problem.Access parent record in formula field
Formula fields in CRM are very useful. While I can use various functions on record's fields, I cannot seem to be able to access parent's record. Example: - I have a custom module Transactions and then a lookup field on Deals module allowing 1:many relationsZoho Fraud and deceptive business practices
Like most of you, I have been unable to cancel my Zoho subscriptions. I spoke with the "sales manager", who refused to let me speak with his supervisor and could barely speak english. I have canceled my autopay through PayPal for my Project and BillingAuto adding products to an account once an order has been placed.
Hello, Is there a way to automatically update the 'products' associated with an account once the account/client has made an order? For example, if we quote Company A a year of support and they place an order (meaning we convert the quote to a sales order), how can we make that year of support (which is already included in our product list, by the way) show up under the products that the Company owns? Would we just have to add them manually each time? Thanks!!Storage space almost full
Can you please offer your users a better, more efficient way to manage storage and attachments than: Step 1: Log in to your Zoho CRM account. Step 2: Navigate through the records and delete the attachments that you do not need. And I don't mean by purchasingSelf-client INVALID_TOKEN error
Hi, I am looking to use the v2.0 API to allow users in our system to submit tickets in Zoho. We would like to set it up as a self-client as we prefer to set it up to provide a known access token from our back end service that will submit all requests.CRM/Finance sync issue: different OWNED TRANSACTION logic
Business background: in our enterprise we have sales person with their owned customers, which is assigned and synced with account owner in CRM and customer owner in Books, so that sales person will be able to see their owned customer in Books and AccountsRetainer invoice in Zoho Finance modlue
Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.Announcing a change to how null values in formulas are computed in Zoho CRM
Dear All, We hope you're well! As you all know, the formula field is a versatile field that enables you to perform varied computations, from simple math to concatenation to field value comparisons. To learn more about the different capabilities of formulaRunning a report for Customer Balance Inquiry for Active customers only
I want to run Summary Customere Balance Report but it includes the inactive customers as well. How can add a criteria to this report. The inactive customers are obstructing the view. Also, how can I arrange this report (according to balance owed forSending User-centric reports to all users
I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials. I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receiveHow to clear all Tags from Account via Deluge
Hello, I created a function to read the status of an Account's Related List items, and then add a Tag to the Account's pre-existing Tags based on those statuses. When those items' statuses go to status terminated, I need the Account's tag to go away,Zoho Crm Web Form Transparent Background
Is there a way to make the background in zoho crm web forms transparent?Best way to "repair" a missing required field
I have a date field which is now required. I have a few hundred records which were created before the field was set to required. Most of my users prefer to do in-line field edits rather than going into Edit mode. If the user is not editing the requiredZoho CRM entries Count
Hello, I am trying to build reports based off of record counts, in this example I have a field in my contacts module witch is a checkbox for "Active" I want to include this record in my count for every day that it is active for until it is unchecked beingComposite API working ubnormally
Hello, Today we see that Composite API (https://www.zoho.com/crm/developer/docs/api/v6/composite-api.html) is working ubnormally. Before today everything was ok. 1. If we call it with "parallel_execution": true it has REQUEST_TIMEOUT. For example: LightBuilding a Report based on how many contacts had a similar checkbox selected based on a given date
Hello, In my CRM under contacts module i have a checkbox called "Active" I want to be able to see how many "Active" Contacts I have based on a given date, For example in the month of August how many contacts were marked as active, then September, thenIn CRM Email, how do I set visibility of a Zoho Form?
This is a Send Email action in CRM. This is a small subset of Zoho Forms. Where and how does one set a given Form's visibility? With email templates, visibility is set via folder visibility.Deleting notes
Hi everyone, I'd like to know if there's a way to delete all notes at once or simplest way possible, please. Alternatively, is there a way to delete all notes based on a criteria, such as all notes from the previous year? Thank you very much.Sales Tax Rates
Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilitiesHow to mask phone number in contact field
masking functionality using Zoho CRM /JavaScript in free trial version.3-Way Calls
How do I place a 3-Way Call?Envoyer un modèle d'email d'une affaire a un collègue
Bonjour à tous, Pour les besoins de ma société, j'aimerais pourvoir envoyer un modèle d'email prérempli à partir d'une affaire à un de mes collègues. Je m'explique, mon modèle reprend plusieurs informations qui sont présentes dans l'affaire ainsi queRegister a refusal to be called on a prospect
Is it possible to write on a prospect form the refusal to be called for which is displayed?New to ZohoCRM - can't figure out how to create products with pricing
May be this is child's play for the Zoho CRM veterans, but I can't for the life of me figure out how to create a product with multiple attributes and a different pricing based on the attribute. For example, if I sell web hosting packages of 100 MB, 250Auditing the Zoho Implementation: How can I export a list of rules, permissions, etc?
Hello, I've just inherited management and administration of my employer's Zoho CRM. I've been asked to provide a flowchart of the various combinations, conditions and switches that the previous administrator put in place for each of the modules. It looksMissing Lead Stages in Conversion Workflow Rule in Zoho CRM
Hello Zoho CRM Community, I'm in need of some assistance with an issue that arose while setting up an additional workflow rule in Zoho CRM. The workflow rule is designed to trigger when a lead status achieves a certain value, and as part of this rule,Next Page
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Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
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setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineHow to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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