ZoHo CRM for email on a shared mailbox
Hello ZoHo CRM hive mind, We are just beginning to use ZoHo CRM and have added the ZoHo CRM for email onto our Outlook accounts. When we connect as ourselves, the add-in is available, but on a shares mailbox it disappears. Does anyone know if this add-in
Email Notification's going to spam folder
Hi there, We are having an issue where email notifications triggered by workflows are being caught in spam. These emails are going to people in our company but who are not users in zoho so are added through 'additional users'. The from address is set
Zoho CRM and Google Maps
Just wondering if there's any integration here. Trying to figure out if I can utilize Google maps with addresses for contacts, customers, etc within Z CRM? Earl Rudolfo SMBOnline 360�
Linking a referral and referralee records together in any form (Lead, Account or Contacts)
I have a client that gives me referrals to other businesses. I need to. 1. Look at the client record that provides me with the lead and see a list of referrals I have received from them 2. Ability to click on that list and go to the refurred lead
Migrating from Workspace to Office will the IMAP email
Hello all, Currently migrating from Workspace to Office, wondering if the emails that are synced in the CRM through IMAP will stay there ? Has anyone experienced this ? Thanks!
Training / Tutorials
Is there any free training for CRM and Books available?
Common_Status field COQL query
Hi, What is correct way to query data by Common_Status filed? For example what is correct COQL expression for this criteria: "criteria":{ "group_operator":"AND", "group":[ { "comparator":"contains", "field":{ "api_name":"Common_Status", "id":"4233330000000002"
Showing Certain information from leads/accounts on an external website
Hi, So I'd like to know if there is a way of showing certain information from our leads and/or accounts on an external website so they can verify that the information that we have in CRM is correct?
Age in Days and Due In Days
Hi, I was wondering can someone explain how to convert Age In Days and Due In Days criteria to valid COQL expressions for all available operators? Thanks.
Possible to only allow Unique Account Names?
Currently my users can create accounts with the exact same name which causes problems. Is there a way to make the account name field unique? Thanks!
How add multiple record line in excel file using toFile funtion in deluge script??
How add multiple record line in excel file using toFile funtion in deluge script?? this function add only on record in excel any solution to add or edit excel file with deluge script. csv_file = "Name,Age,Azmat,25".tofile("sample1.csv"); zoho.crm.attachFile("Contacts",4813270000000437033,csv_file);
How to check if string contains any digit
How do I check if a string contains a any digit/ number? this is the code I cant seem to get working Str = "1Mustard Mustard23"; if (Str.contains("[0-9]")) { info true ; } else { info false ; }
How To Bulk Merge Duplicate Contacts?
Just imported a list of contacts with duplicate mails and I successfully identified them out, but it seems the only way to merge the information is by manually clicking to show acknowledgement. Is there any better way to sync or merge data? There are
How can I transfer the lead notes when converting it to a potential
Please help
How to integrate "industries" between accounts and leads?
The list of options is not integrated . How to unify the data in lists between modules accounts and leads?
Dynamic Call Tracking
Is Zoho Telephony (or any other Zoho products / 3rd party linked to Zoho) able to handle dynamic call tracking?
Help triggering a function based on date.
I'm trying to write a function and i'm just having a trouble figuring out what trigger to use. I want the function to run based on a date field. If the date is in the future, i don't want the function to run until the following day. Or if the date entered
Filling in Related List Join Field on Addition of New Related Record
When adding a related list record, I think the field that relates the module should be automatically filled in based on what the value is in the current CRM record. I have a Creator related list in the Deals module and I have it related by the Deal ID.
CRM API V4 Oauth Issue
writing a CRM custom function to get all user types and user type IDs for an existing CRM portal in my org according to https://www.zoho.com/crm/developer/docs/api/v4/get-user-types.html. I have a ZOHO One subscription and I am the only user (Administrator).
Workflow Rules not triggering on imported records
We have two workflow rules that are not triggered upon import. Our users have to select the imported records, change the field used in the condition of the trigger and then change it back to the original value in order for the workflow rule to trigger.
Sort Activities by Due Date
How can I get my activities Sorted first by due date and second by priority ?
Popup Notifications / Alert for new notes added in leads / Contacts / Proposals / Products / Cases - WORKAROUND
I have been using zoho crm for some time now and one thing that bugs me is that my sales team don't know iv added note to a lead, customer or proposal. I have thought about the best way to implement this, i think the best way would be have a notification
Issues with the new Email Parser version
Hi guys Im trying to implement the new version of the Email Parser. On the whole its an improvement, but Im having 2 issues which I hope can be easily rectified: 1) I have a contact form on my website. When the form submits the details are parsed to my
Can we change the language of individual users?
Is it possible to change the language of individual users in our zoho one account? The organization is set up in the US and English language. We would like to be able to change the language settings for our Spanish speaking employee profiles/users. Is
Remove Google Adwords field
Hi how can I remove the Google AdWords field from the Contacts page...??? Has shown in the attached picture Thanks
Adding Creator Related List Item
When creating a related list item in a CRM Module to a Creator form (clicking the add button in the CRM related list), does CRM automatically fill in the field that relates the Creator report to the CRM related list? If not, is there a way to accomplish
Deal Creation Date not available anymore
Hi, I suddenly lost access to the Deal Creation Date field. This field is now only visible to the Admin and all other users have lost access to the deal creation date information, even though I did not change any security/access settings. I have some dashboards with information based on a deal creation date (i.e. deals created this month/this year), and now all these dashboard were replace by a message saying that "a field has been disabled or is unavailable". Additionally, the Creation Date is no
Can you add a text / writable field to a subform?
Can you add a text / writable field to a subform? Im able to add pick lists and lookups, but cannot find a way to a add a text field where you could add any thing you would like. Thank you!
Is there a way to allow leads to see and update their own contact information?
We're wanting to send an email to all our leads allowing them to view the info we have for them online (the fields we allow them to see, at least), and let them edit/update that info. Is this possible with Zoho CRM or using the Forms or Survey module?
Creating Dashboard
Hi, Would you please directed me how to create a dashboard from scratch? I want to connect my consoullers to dashboard because we use 7 stages after every stage with our customer we jump to another stage, so instead of doing it manual and check stages
Help with CRM IF function including a pick list value
Can anyone help me understand the error in the following formula: (${Leads.Home Size (SqFT)}*16)+(If(${Leads.Number of Structures}>1,5000,0))+(If(${Leads.Primary Water Source - Property}='well',7500,0))
Understanding different layouts in Zoho CRM
Hello, I have a question about the different layouts that are possible to create in the modules. Is it possible to create something like an "extended" layout with all available fields and a "reduced" layout with only the most important fields. But are
crm mail: can i get a reminder if certain emails are not responded to?
how many times do we send out an email, only to lose track of something because it was not responded to? I don't want to have to go into multiple screens and manually create a follow up task for every email i send, and then manually check it off if i
Expenses showing when linked to potentials
Using Books and CRM, when I create an expense in Books and link it to the customer and potential, should i expect to see it when in CRM looking at the deal in the expense section below?
Link 3 Modules
Is it possible to link three modules? I have a module entitled "Cost Impacts." Cost impacts are funds secured from a customer for work completed outside the normal scope of work. IN the Cost Impacts Module, I have a lookup field linking the Cost Impact
Selenium and Javascript SDK
Hello, I would like to know if using Selenium (web app automation tool) with a javascript widget is possible. https://help.zwidgets.com/help/latest/index.html Thank you in advance, and I remain at your disposal! Kind regards, Ioannis Tsirovasilis
Between Dates update field
Hi, I have a series of dates ranging over the next 3 years within the contacts module, and have a picklist for each month for example April 2023, May 2023, June 2023, I can do a workflow for this, however it will mean I have a few in place as I can only
Problem while importing Deals
Hi, I am trying to import deal via data migration option. All the fields are mapped. But Acount ID field always shows up the error "Could not find a matching parent record for this lookup field" Account ID is being mapped to Existing Account Name. Am i doing anything wrong over here ?
Creating A New List
How do I create a New List and Sync it, this will include Prospects in Leads and some in Contacts & Deals. Also, how can I create a list that includes only specific targeted prospects in both Leads and Contacts? How to make sure that all new inquiries
How do I Change the View Under Accounts for the Contacts
When in an account and you scroll down to contacts it shows the following fields on this screen, Contact Name, Email, Phone, Mobile and Fax Is it possible to change this? I'd like to remove Fax from this view and put the Contact's Title so when I scroll
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