connecting leads with existing companies via email domain
new leads come with"aaa@test.com" then already have some account with "@test.com" Can we add automatically to add contact with relate "@test.com" account? We can add any filed ""@test.com" in account module Thank youLoop through list backwards
Hi there. Is there any way to loop through a deluge list backwards?? Regards JoMaximising lead magnets, minimising barriers to access them
Good morning, We are about to launch a tool on our website (WordPress), which is essentially a flow of Yes/No questions to lead to a guide / answer. We would like to make the tool free to use, but use it as a lead magnet. The idea is that they will goReferencing same subtable multiple times on inventory templates
I’d like to propose that the restriction on referencing a subtable multiple times on an inventory template is lifted. When we build a quote, we usually input some rather lengthy notes in the product description fields. This text doesn’t fit well withinDate/Time format error problem solved
lms_res = zoho.crm.getRecordById("LMS_Enrollments",lms_id); quiz_3 = lms_res.get("quiz_3"); current_date=zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss"); // I was struggling with this line. In this Date/Time format current_date was invalid for theAuthentication failed when trying to use a shared mailbox as a from address CRM
When trying to set up a from address with a shared mailbox, I am getting the below error. Is there a way to use the shared mailbox without licensing?Update contact addresses with new account address
As far as I can see, there are a few significant problems with the way account addresses and contact addresses relate. The most important is that a new address for an account does not update the address for contacts in that account. As far as I can see, when an account changes address, the only way to change the address for contacts associated with that account is to manually go into every contact and type in the new address. At very least there should be a way to manually populate contact addressesHow do you convert a deal to an invoice?
I am trying to auto generate an invoice when a deal is marked as "closed won" and "payment status" (a custom field) is set to "Invoice". I then want to automatically send the invoice to a client to pay with credit card via the PayPal integration (or another option if one exists that allows credit card). I am using the "payment status" field to differntatie between deals closed won that were payed with cash from those that need to be invoiced etc. What is the best way to handle this?Searching using telephone numbers
Hi, I am looking to pop a screen based on a phone number. Q1. Is there a way to search across Leads and Contacts with one query - at the moment it seems I have to issue a query for each type of entity. Q2. The datastore I am searching against has telephone numbers in seemingly free format. e.g. some entries have spaces between area code and number, others dont, some have +xx in front etc. So many of my searches fail because the of what seems to be a requirement to exact-match: https://crm.zoho.com/crm/private/xml/Contacts/searchRecords?authtoken={0}&scope=crmapi&criteria=(((Phone:{1})OR(Mobile:{2})OR(HomeURL images
I would need to get a url of an image I uploaded to Zoho to use in my app, is it possible? In this case, where do I find in Zoho CRM the images I uploaded using the api.Blocking conversion to Sales Orders
Hi, I would like to block converting a quote to a sales order if a certain account has a certain status in the Account module. Is there a way to achieve this? Thank you.Can I tag leads using Zoho CRM Free?
Hi! We are on the free version of Zoho CRM. Do we have the ability to tag leads while under the free version. I don't see It anywhere so I'm thinking not but wanted to double check first.Conversation with CRM experts | Zoho CRM On Air | Modules, Macros and Canvas | #1
Hello everyone, We're excited to announce the launch of 'Zoho CRM On Air,' a video series dedicated to fostering interesting discussions and meaningful conversations about Zoho CRM. We're thrilled to share the first three short discussions with you all,New Zoho user get unable to process request when accepting email invite
Hello Zoho Team, I recently added a new user to our Zoho Account, unfortunately whenever the new user try to accept the invite, she get re-directed to an enterprise-trial account and then gets an "unable to process your request." message. Is there a wayAssign emails to lead
I have some contacts who refers leads but there is no away to manually assign emails to lead.https://maven.zohodl.com seems to be down
https://maven.zohodl.com seems to be down so we cannot use Zoho Java SDK. Any ideas when it will be back?Adding string / text fields to modules
I'm working on a custom leads module with a layout for call center agents. I need to add text fields that are for display purposes only to prompt call center agents. I haven't found any way to add a field in Zoho CRM that doesn't accept input, ie. isRemove product from a quote or clear product details.
I have a Quote with a couple of products in "Product details" section. I need to update quote with some new data and I need to remove some products. Can I clear product details in a specified quote and add products again? If it's not possible to do withQuote numbers
Hi, Can you tell me if the generated quote numbers have to be so long? 20 characters is a bit overkill. Is there any way to change this? Thanks NeeleyDonations
I work for a charity and would like to keep track of donations linked to either contacts or accounts (organizations). I am assuming (but am not sure) that the best way to track donations would be as closed won opportunities? If so is there a way to viewMailchimp API Custom Function Assistance
Hi, Here is my custom function...Im trying to add a merge field to the invoke url when adding or updating a member however am struggling with making the structure work in this case (Highlighted in yellow) has anyone done anything like this before or couldHelp in function code
Hi, could someone look at the code below and tell me what 's wrong with it? After a deal creation or edition the code should find the related Account, than all open Deals for that Account and copy the field Total_Open_Deals from the Account record toauthentication error when trying to send email through crm
since we added the authentication process, i now get an error message when i try to send an email through the crm.Using Zoho CRM as a backend for a web application
Hello i wanted to make a web application for the front end i am using react and wanted to use Zoho as the backend for user ,products ect . What are some good resources or tutorials i can follow apart from the docs on Zoho Apis ? Maybe something that goesIs Custom Domain working?
I have emailed Zoho about the custom domain option. I can see information about it, but I don't have these domain options with my Zoho One subscription. I also cant change to another subscription like Enterprise. Has anyone got the Custom Domain thinghow do I use the Free CRM version
I have used the Enterprise version of Zoho's CRM for over a decade and I signed up for the Free CRM version for another business and I can sign in but there is no home page to go to or a list of features that are available on the free version.Date in Mail Merge
How do I add a current date field in Zoho CRM Mail Merge? The quick add field is adding a highlight over the date. And it doesn't appear that it updates as the days move forward. I am creating an invoice that has a field for the date the invoice was created.Integration with Google Voice/Hangouts and Skype
For the Zoho team. Are integrations of Google Voice/Hangouts and Skype planned for integration with Zoho CRM? There is capability for clicking on a phone icon next to the phone number of a contact to call using Skype; this does not work with Google.Strange behaviour with currencies
Hi all, We're in Japan, we deal with Japanese companies. Japan has a 10% sales tax. Everything was working normally until 2 or 3 days ago when 2 things started happening: 1. Order totals (in the Sales Order module or Invoice module) were often incorrectIf Today is between 2 dates formula issue
Hi all, I'm trying to work out if today is between two date fields on a record but I cant for the life of me work it out. I've been trying to get this to work but if anyone can tell me where I'm going wrong i'd be really grateful! IF(AND(${Deals.DealContacts Lookup - Last Name Only?
Im trying to link Tasks, Forms and some custom modules to Contacts. It looks like you can only use Lookup on the Contacts last name. This is annoying because you very rarely know the persons last name. So then I try to add another field for Lookup (eg.Calculate Age by Current Year Deluge
# Tips of the day Calculate the Age from the current year Birthday = "10-Jan-2006".toDate(); age = zoho.currentdate.getYear() - Birthday.getYear(); if(age >= 18) { info "Approve"; } else { info "Under Age"; }Subform data to Sheets
I have been trying to setup a Zoho Flow automation to bring any Subform input to a Zoho Sheets but it seems impossible to post the subform entries to a Zoho Sheet. Is there any way to do it via Zoho Sheet API? https://www.zoho.com/sheet/help/api/v2/#CONTENT-Insert-row-with-JSON-dataZoho no images
Hi, I have received a zoho learnings from my colleague but after opening all the Zoho training, the images are not loading. see attachment. Thank you, ArjaeLinking CRM & Projects - without emailing customers
We specifically do notwant to give any of our clients access to Zoho Projects, however we want to be able to add projects and track progress at a customer level. Is it possible to create customer links to the CRM without giving them access or generatingEmail Insights cause email to go to Spam
Have seen many threads about ZoHo emails going to spam but wanted to share some findings that I did not see discussed so far. One major issue that might be causing emails to go to spam is using the Email Insights (tracks opened/bounced/clicks etc.) inZia Vision enhancements in CRM
Hello folks, Zia intelligently validates the image fields of a record based on training images you've provided, which helps reduce the amount of time users spend manually validating images. We've now made some enhancements to this feature, with the majorAre Google Voice calls logged in CRM?
Are Google Voice calls logged in CRM?Automatically assign "Account" to custom module record's related list item field
I have a custom module that contains records that have been added/updated via import. (SkyVia) When the records are added or updated i'd like the Assigned account to be updated on the record. Right now this is manually assigned by staff. We are using a linking module as well. Accounts module is the parent Keys module contains the records that are added / updated The relationship is one account to many keys. Which may remain with the account for life or occasionaly be reassigned on update to anotherMultiple CRM contacts mapping to a single account in Books
Hi, I'm looking for some advice re mapping CRM to Books. I initially started using Books, but have now added CRM after subscribing to Zoho One, so I initially set things up based around Books. This is now not working how I need it. For background, I'mNext Page
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Hello CRM Developers! Are you ready to create some magic with Client Script and Functions in Zoho CRM? Let’s make Hackathon 2024 an unforgettable adventure! The Zoho Developer Community Hackathon 2024 is here, and it’s your time to shine! REGISTER NOWIntroducing Keyboard Shortcuts for Zoho CRM
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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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