How To See Email Open Notification For Subsequent Opens?
Hi folks! When I send out an email from the CRM, I can see the email open notification from the signals bell icon at the top right corner of the screen. However I believe this is only for the initial open? Subsequently I have to go to the contacts details
How best to create access tokens?
Hi, Im using cURL php and Zoho CRM's REST API. Im wanting a custom html form sat on my website which updates a Deal's record. I have this working (mostly!). Im using the Self Client type in the API Developer console. Is this the best client type, or should
Kanban view. Move phase
Hi all, I need that in the Kanban view, move a phase (sales cycles) that now seems to me at the end but I want to move it to the beginning. How is it done? Thanks
Bug in custom module lookup field search
I have a custom module with makes of products. When searching for a specific make (let's call it "acme") Zoho returns all of the makes containing "acme" except for "acme". So let's say the custom module contains: acme acme/pinnacle acme/diamond acme/gold
Daily email Limit and workflows
Hello, what will happen if a workflow triggers more persons than my daily emaillimit? Will the workflow fail or will the emails beeing sent day by day accordingly ?
Parallel Transitions - Not working
Hi, I would like to enable parallel transitions in a blueprint as described here: https://help.zoho.com/portal/kb/articles/parallel-and-common-transitions. But this seems not to be supported anymore, I can't see any plus symbol when clicking on a transition.
Filtered list view total count
Noticed what I think is a small bug. When I use filters to narrow down a list of contacts the "Total Count" link at the bottom of the list gives me the total count for the unfiltered list, not the count of the filtered list. For instance, if I do a quick filter for contacts in a certain city, the total count should just tell me the number of contacts I have in that city, not the total number of contacts in the db.
I am sending a "To" column in request but I get the following error "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203 ]"
I am trying to get data from a Custom Module by using the following query: Select * From CustomModule Every time I execute this query I get the following error: "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203]" In
Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. Multi
Zoho CRM is a mess
Why is it so complicated to do the simplest things? I am super frustrated by this platform. They suck you in with what looks like a good deal for the software without telling you you have to invest 10s of thousands of dollars for the software to do anything
Permissions based on conditions / groups
I have 2 new users who need limited access to CRM because they are contractors. We've never had contractors in the system before and the permissions are getting a bit confusing for our use case. Both new users support the same 5 Customers, so they should
Deluge function to compose email and associate to a record
Hi, I successfully wrote a deluge function that sends emails with attachments, using built-in fields "primary" and "secondary" emails of a custom module. As I need to keep track of sent email, I would like to know if it is possible with a deluge function:
I want to create Deals with a specified layout in the PHP SDK.
I am trying to create Deals with the PHP SDK. I'm trying to create a Deals using the PHP SDK. I'm trying to create a Deals from multiple layouts by specifying the most recently created layout, but it's created as Standard. I have just recently developed
Set a filter criteria to limit the records available to users in the lookup field
Presently in ZOHO CRM, the "Lookup" field say "Vendors" in the "Purchase order" module, and displays the name of all the vendors in the drop-down or in the lookup window. If we want to restrict these values of the lookup field, there are two issues in
Zoho CRM Reports module throws error when Filter applied as "Logged in user"
In the "New Version" of Reports, existing default/standard reports like "My Overdue Activities" (or any "My" related report for that matter) throw an error and will not run when a filter exists for "logged in user". If you remove the "logged in user"
Related email doesn't match email with association article.
Related email doesn't match email with association article. https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/email-association-with-deal#Link_Unlink_or_Change_Deal_Manually It would be great if we could also associate the email
Lead Status Report associated with number of days (age) in a particular status
Hi, We want, a lead status report to be generated saying that how many days has been passed in a particular status. Then, if the number of days are morethan 14 days, an auto generated escalation should go to manager. is it possible in Zoho CRM ?
How to send Lead information to an external party via email
Hi there, I'm wondering if it is possible to be able to automatically send a leads contact information externally through workflows? We act as a third party so would send our leads to retailers I'm wondering if this is possible to be done automatically
Edit or Delete scheduled emails
Is there a way to edit or delete emails scheduled via a workflow? If a customer makes an order, or phones me, it's hugely unprofessional to have a series of (now irrelevant) emails continue to be sent to them. Zoho support tell me it's not possible. (though
Email sent shows up as email opened almost immediately, even when not opened
When I send an email from Zoho CRM, a few seconds later, I get a notification saying the message has been opened. I have sent to my test accounts and not read the sent email, so I know its not being opened by recipients before getting an opened response.
String Function Not Working
I am trying to create a function based on the date entered into the "ITAR Expiration" field. If the expiration field is older than 'today's date' or left blank, I want the formula to return the text 'Invalid.' If the expiration field is a date that is
Zoho CRM Email Parsers not working?
Hello, We have an e-mail parser set up which has worked fine for the last months. This parser receives emails and creates a contact from each email. However and without making any changes it has stopped working as of around 12 hours ago. Set up another
Embedding a Zoho Survey question in Zoho CRM email template
Hello. Zoho Survey has an "inline email" option that outputs some HTML that, when pasted in an email, embeds a Zoho survey question in the email. https://help.zoho.com/portal/en/kb/survey/launch/inline-email/articles/inline-email The problem here is that,
Custom function to create Sales Receipts (zoho Books) from CRM
Dear all, I would like to use custom function to create a Sales Receipts in Zoho Books from CRM. I can't find any documentation for parameter and any relevant API for it. Did someone have sample code? Thank you
Ultra Wide Monitor Support
Hello, I have noticed that Zoho overall struggles with ultrawide monitors OR anything bigger than 1920X1080p. For example, when I am trying to look at a list of Contacts in Zoho CRM, if I open a contact and return to the list, it is only visible on half
Uploading images to templates
Hi, recently I have experienced problems uploading images to templates, first of all images that are already uploaded show as an icon and when I try to upload images, the interface freezes and shows a loading text but it never uploads pictures.
Workflow rules
Which will override the workflow rules in ZOHO CRM?
Last Name appears twice in lead in Zoho CRM
Hi, I'm using an email parser to extract information from my incoming leads. I have mapped the first and last name to the proper fields, but when the lead comes in, the last names appears twice. Which that each time we still have to manually edit the
Remove ability to add Attachments
I want to remove the ability for my users to add attachments to the CRM. We have a lot of classified protocols, and I don't want any user to have the ability to mistakenly attach a controlled document to anything within the CRM. Is there a way to turn
Delegating Tasks
I'm new to Zoho CRM. I'm in the process of creating recurring task lists for various clients, but I am finding that I can not delegate a task to an employee. Does this function exist in the enterprise ed of CRM? If so, where. Thank you!
Associating all emails relevant to single customer, not just ones to or from contacts
Hello, I would really like to see all of my customer related email correspondence associated to this customer's record in ZOHO CRM, not just the emails I exchange with the customer's various contacts. Right now, if Joe is a contact for Company ACME, I would see all of my email correspondence with Joe under his contact record (using zoho mail). But if George is my associate and I want to see all and only my correspondence with George, regarding ACME , associated with the ACME company record. How
Link incoming email to contact or lead
Is it possible to open an email message that is received in Zoho CRM and then associate it to an another Lead, Contact, Vendor or other record? I do see that I can add a task directly from the "Messages" view. However, I do received emails from a contact, lead, or vendor that may be important to associate to another record. If possible, please explain how to accomplish this task. If this function is not available, I suggest that this be added as a feature.
Delete CRM Portal
How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete
Product Module - Related Purchase Orders
Hi, I find the Related Lists to be really handy, and Zoho does a pretty fair job of showing related information in most modules. However, something that exists in all other programs i have used in the past (POS, Accounting Etc) is a history of purchases
Link field from Module1 into Module2
Under my Accounts Module we track Marketing ROI revenue attribution rates. Basically any new account brought in by Marketing gets 100% of revenue attributed to their revenue in their ROI calculation in Year 1 of that customer, and in year 2 they get 33%
Cloning a Lead within the same module does not Clone Attachments, Notes, and Open Activities
Hi, Cloning a lead within the same module and from one module to the next module does not clone Attachments, Notes, and Open Activities. Is there any way we can automatically do that? Also if it's not built in within the system. Can it be custom Scripted?
[Early Access] Circuits in Zoho CRM - Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/Month
How can I link three different multi-response fields in the CRM?
Context: I am in a not-for-profit and have adapted the CRM for our needs (needs further refinement). We offer a knowledge mobilization support and consultation service for researchers. This service includes multiple options for the research team to choose
Deluge Code to Convert Quotes to Sales Order
Hello community, I need a Deluge code to convert (not create a new one, but convert) a Quote to Sales Order. I want to use Workflows, so when Quote hits a stage Accepted it will run and convert Sales Order. I would be extremely grateful if you can also
Contact changes companies
What do Zoho users typically do when a contact working for company A leaves the company and goes to work for company B? 1) Create a new contact for company B and keep the contact record for company A? 2) Create a new contact for company B and delete the contact for company A? 3) Other option? Currently, I use option 1 and when I search for the contact name it comes up twice and I'm not sure if I'm being directed to company A or B until the account record opens.
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