API Docs Out of Date, link does not exist
Trying to follow this process here: https://www.zoho.com/invoice/api/v3/oauth/#overview Under "Method 2" it gives this URL: https://accounts.zoho.com/developerconsole does not exist, it just fowards me to https://api-console.zoho.com/ What is the correct
Crm leads search
I want to search leads which exact to the My text Like state name is West Bengal v/s West bengal there is difference in bengal where b is small and another B is capital letter. When i trying to search West bengal it shows all data which includes
How to stop duplicate Leads
Hi I can see on fields a way to stop duplicate emails, but this only works on records within the same module. Is there a way the record owner could get an alert if they create a Lead but that email address already exists in Contacts? Ta
Button to record a call
Hi Currently evaluating Zoho against a few other CRMs. One we would like to do is have the ability to record the fact that a call has taken place with a Contact within an Account. Jumping through the Add Call is a chore. I see we can have buttons but
Client Search Failing
I search for a client by name in the CRM using the magnifying glass in ten top right of the screen. It appears at #14 in the list? Why is it not ranked #1? Very frustrating!!!
How to get leads without any open activities?
Hi guys, We're breaking our heads here... We want to make a report that selects all leads without any open activities. So please note that we need the leads: - with no activities at all - with only closed activities Thanks in advance!
Convert Contacts back to leads
Is it possible to change existing contacts back to leads?
Pick List Bulk Option - from predefined choices
When I am editing a pick list properties there is an option under "add options in bulk" to import from "Predefined Choices". I see four or five predefined choices (e.g. Days of the week, time zones, etc) How do I add my own predefined choices to this
IP Address Block List
We have repeatedly had to diagnose and open up addresses on our firewall to supply access to mail integration in CRM. This is becoming a weekly occurrence and causing frustration with users. Can you please publish the entire block of IP addresses we should white-list?
Global Search is Broken
Global Search is broken because of several reasons: 1. Global search does not sort results by relevant order a. If searched words "apple orange kiwi" results display any results containing all of those keywords but does not prioritize the results
API to get Group members / see which Groups a User is a member of?
IS there an API to get Group members for a specific group and to see which Groups a User is a member of?
Enhancement for layout rules
Dear All, We've introduced a minor change related to layout rules: mandatory fields to be checked for APIs. Using layout rules, you can configure conditions and define actions to be taken, like showing fields, showing sections, showing subforms, and
Select which Campaign Member Status options are counted as a Response
Salesforce has a very helpful feature that allows you to select the Campaign Member Status values that are considered to be a Response. Salesforce also allows for the total number of Responses to be displayed and reported. This allows for a single way
Filter Campaign Member Status options by Campaign Layout
Is it possible to display a subset of the Campaign Member Status Options based on the Layout being used? I run several different types of Campaigns that each have a unique set of Campaign Member Status options. I am planning to create a unique Layout
Using Zohor CRM Manage Calendar Booking
Hi, Id like to use the CRM's Calendar Booking feature. We have viewing slots available starting 10am. Each viewing slot is 75 minutes. I can edit the Meetings Duration to be 75 minutes, however, on the interface thats shown to a customer, the timeslots
Sales Cycle Duration Calculation
Can someone advise how the number of days are calculated for Sales Cycle Duration? Is it from the time the Potential is created to the time it moves to won/lost/other? Or does it have to do with the age of the Contact? Please advise
Deals, products, forecastsand quotes
Hello, I am new to CRM coming from SFDC. I am trying to set up a sales program using CRM for sales forecasting and customer quoting. What I am unable to understand is how to update the actual quantities of products that are part of a deal which ultimately
Multiple choice field with an option to type what you want
Hi. I want a multiple choice field with 5 options and an option to type what you want if the above options do not match. Is this possible?
webform leads do not have "Lead Status" assigned
Hello, Is there a field that is used to set the "Lead Status" to "New Lead"? Right now, new leads generated from the WebToLeadForm have a blank "Lead Status". Thanks in advance for your help! Rob
How to create a button in Accounts to create a new estimate with Zoho Finance suite
Hello, I'm trying to create a button in Zoho CRM Accounts module, so our sales can directly create a new estimate regarding this account. I've tried to follow these steps and make it work for the accounts module which is supposed to be easier : https://help.zoho.com/portal/en/community/topic/how-to-create-an-estimate-in-potential-module-with-selected-product
When is new email parser coming out?
Hi Ive signed up to the early release a few weeks ago, and I still cant see it in my account. The page where I registered says that I will see it in my account when I signup. Any news? Thanks
How to Auto close deals
RJ Rohit Jain Question 2 years ago Answered Dear everybody We are using ZOHO CRM & we are creating many deals automatically . we would like to auto delete such deals which we can do with particular contacts. Thanks.
Profile Security Permissions / Contacts
Is there a way to to change security permissions of profiles based on field selections within a contact card? I have both Customer Contacts and Vendor Contacts stored in the "Contacts" Module. As you can see in the image below, there is a mandatory field
Contacts do not show after updating contacts through importing
I have managed to update contacts' information by importing a csv. file into Zoho CRM. Now the problem is the updated contacts do not appear in the contact list unless they are searched for specifically by email. Any ideas why this is happening?
email suddenly includes salutation ?! how to remove?
Hi, It's a huge problem that CRM now includes the salutation in the displayed name of emails, when using a email template. Correct would was and will be: simply only "john.doe@email.com" NOW (when you send a lead or contact a mail template): "Dear John
Deleting Accounts record without deleting Contact Information
We have a B2B and B2C side of our business. In Zoho CRM, we use the Accounts module for our B2B side of our business, but for B2C customers we only keep them as records in Contact Information module. Periodically someone accidentally creates an Accounts
UserLookup field in node sdk 2.0
Hello, I am having problems with a UserLookup field and coql query. My query is: `select First_Name, Last_Name, Palveluasiantuntijat from Contacts where Service_Name = blabla`; Can I access for example the Palveluasiantuntijat (this is the userlookup
Sales Order and Purchase Order linking in Zoho CRM
Is there a way to link/relate a Sales Order to a Purchase Order in Z CRM?
[Email Intelligence] Possible to "exclude" some url from rewriting by zoho ?
Hi ! I would like to know if there is a way to "exclude" some links in an email template to be replaced automatically by the "Email intelligence" function of zoho (CRM and other modules). As of today, if we want to avoid zoho to replace a link/url in
Workflow automation between two modules
Hi, we would like to know if workflow rules can allow us to automaticaly change the value within a multiselect custom field if the status of another field in another module change too. Here is the case: We have in Contacts Module a custom field named
Send Mail deluge function from issues
Hello, We are using the deluge sendmail invoke url. We have been successful when sending it from our super admin email- hard coded. When we attempt to change it to zoho.loginuserid we get an error on the from. Here is the code: toEmailMap = Map();
How to set email reminder in Task?
Hello, when I create a new task, and activate the reminder I can only choose PopUp, but I would like to choose E-mail reminder. What do I need to do to get this working? Regards, Peter
Zoho CRM/Products slow loading time ...
Hi, We notice the Zoho CRM loading time is very slow, even with just 10 products it takes more than 5 minutes to load the quote/invoice. Is there any maintenance being done?
Update published report
Hello! I have a component of the Analytics module, embedded in a web. To feed a report, as we have. The query is, what is the option so that the analysis information can be updated from time to time? Every 10, 20 or 30 minutes, etc. The following link
Need to collect information from an external user (probably via Forms) and update a specific record in CRM.
I need to collect information from an external user (via Forms) and update a specific record in CRM. I want the Zoho Form to be sent via a Button in the module. I don't want to use a Workflow. I appreciate your ideas.
Custom value in lead status
Where can i add custom values in the "lead status" drop down?
New role, new permissions
A customer requested to change one of the user's profile and role of the company from 'Salesperson' to 'Head of Sales'. And so I did. The user can now access some more modules and actions and follow some opportunities of their now subordinates. Problem
Linking Call Logs to Accounts on Import
Hi, I need to import 1500 new accounts and their associated call logs from the past 12 months into our exisiting Zoho CRM. Each call log record has an 'Account Name' field and an 'ERP Code' field that corresponds to the same fields in the Account record.
Edit Sales order subject field
The subject field in Zoho CRM Sales Orders is mandatory. Therefor we use it for customer's order numbers. As this field cannot be edited, there is no check, when the order is created or modified, if the customer's order number already exists. I want this
Savings Email Attachments in ZOHO CRM and also Docs Folder -- will it delete from Attachments Tab?
If we get an email with attachments from a contact that is in ZOHO CRM and we then save the attachments to a Docs Folder --- will the documents still be seen in attachments tab under the ZOHO CRM contact record? We are going to get about 500 emails from contacts -- all with attachments -- and we want to save them to a Docs Folder but also still want them available under the attachments tab in the contact record. Will saving them to Docs Folder break the link in the attachments tab? We are just starting
Next Page