Sharing my calendar with people outside of my organisation
Hi, I'm looking for a way to be able to share my calendar to someone who isn't employed directly by our company and doesn't use Zoho. I have tried numerous methods but no luck so far. It needs to be: - Live information - Accessible preferably via web
Zoho CRM to Bubble.io API connection
I'm wondering if anyone has had success with setting up a Zoho CRM to Bubble API connection through the Bubble API connector plugin? We are trying to create a customer front end website through Bubble with back end data feeding in from Zoho CRM. The
CRM Quotes - 10th subform field
I am trying to add a user field to a sub form on my quote template But I am getting an error saying that I have already used 10, when I have only used 9
Zoho CRM - Connecting 2 Fields - Opt-In Type and Opt-In Date To Manage Privacy
Looking for best practices to create a section to help manage Privacy in the Canadian context. Opt-in; Yes No Opt-in type; Express Implied (if Implied) Nature of Implied: Ongoing private relationship Gave us a business card Publicly posted their email
Find all deals with no attachments
Is it possible to find all deals with no attachments at all or less than 2 attachments? Maybe within reports or Zoho analytics? if not with this functionality, can it be built with Deluge?
Web form to Lead creates duplicates if contact already exist
We get leads via our web form, and sometimes they already exist as a contact. In this case, creates a new record as a lead resulting in duplicate data. It also sends the lead to be approved so it's hidden and has caused us to not respond in a timely manner if we don't see the email notification. How do I effectively get incoming leads merged with existing contacts? Thanks!
Wildcards in Zoho CRM
Is there anyway to search for a phrase, where all of the results contain the whole and not just any word in the phrase? For example, when I search for 'Dallas, PA' (no quote) it shouldn't return all records where Dallas or PA is part of the record -
Bulk update of new field
Hi, I am adding a new field to a Supplier table called 'Supplier Active'. I'd like to update the field so that all the suppliers are showing as Active. I've created the field and all existing suppliers are showing as inactive. Can I export to a .csv file,
Work-around for inability to archive contacts who 'have left'
Hi folks, We all have customers (contacts) that leave their employeer (account). Currently, there is no way to archive these contact records so to not show up in searches. Worse, if you delete them, emails and activities associated with their activities
Onboarding Help
I tried booking the appt and there was an error, If you can, I'm available all day tomorrow and monday, and it involves the developers. Please let me know 951-395-6661 2.) I need a way to link our wordpress/woocommerce website to zoho so that it fits
Notes column in Tasks module
Hi, I would like to have a column showing the last note for each tasks, how is it possible? Thanks
Import data to Quote Module
Hello, I need your help. I have to import Quotes to ma CRM. As i noticed i need 2 source filer: Quote, Quoted Items with csv. I prepared files and i have tried to import. All of my tries had finished with 0 imported records. When i mapping fields i have
hierarchy of Accounts with divisions
There's a feature in Contacts to see a hierarchy. I want to do something like this with accounts. Any ideas on how to custom code something like this?
Formula Field for Date
My products are duration based. I am working in Quotes. I have a product that lasts 30 days, 90 days, or 365 Days i have created a duration field where the 30, 90, or 365 will go I have a Start Date field where the product start date will be entered
Limit default associations
Hi all, Newbie alert. Please be gentle :) We'd like to limit the options of "linked to". For example: By default, a call can be linked to either a lead, contact, account or other modules. We'd like to limit these links to specific module. i.e. not allow
The file will be parsed using the character set
how do I delete what has been uploaded and start again? I dont know what parsed to choose Your file has been uploaded successfully. The file will be parsed using the character set UTF-8 (Unicode)
File conversion PDF to Image file JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this with cost
Zoho set up question
Following the initial set up phase I have added team members as per the online guidance. However, when the team members login for the first time the view has none of the toolbars across the top of the screen, Account, Leads etc etc.
How to copy a newly created layout in Leads to other modules?
Hello, In CRM: set up> Modules > Leads, I have created a new lay out (customised) I would like to copy this layout to the modules Potential, Account and Contacts. How can I do that? Many thanks
CRM Calendar sync to an outside source
Good morning, I'm trying to find the best way to allow an external party to access (and preferably edit) a single users calendar within Zoho CRM. I've tried a couple of methods, including setting up Zoho Calendar (adding this to Outlook shows the name
Office 365 Email via IMAP and POP - do they use OAuth 2.0?
Microsoft is getting rid of basic authentication for (OAuth) for POP and IMAP protocols. When choosing to configure Zoho CRM email with Office 365, we're only given those two options, as seen in the attached screenshot. The email configuration screen
Certain fields not shown when trying to add as a 'show fields' action in layout rule
Hi, I have a section (section 2) in a lead layout that only shows based on a pick list from an earlier section (section 1), Within section 2, I am trying to only show certain fields based on a pick list in the same section 2. However when I try to add
Get Current Exchange Rate
Hi, In the company settings im aware of the option to set the current exchange rate. Our base currency is ZAR (South African Rand). So in setting these rates I input for instance ZARUSD = 0.0804 Currency Exchange Rate Currency Inverted Exchange Rate Inverted
Simple custom function for field validation
Hi all, I am new to Zoho CRM and Deluge. I would like to set validation rule for the filed let's call it "Emails". I would like to allow users to type in that field all characters that can appear in email addresses + comma, space is not allowed (in that
For medical representative ( field force)
How can i take the best use of crm , for the purpose of my salesperson ( medical representative) in the market, 1) gps location tracking 2) daily report 3) Order booking 4) tour program 5) Customer view 6) territory management 7) doctors activity
Problem with Account searching while creating Deals
Hi, Recently some of our users reported problem with creating new Deals. The used to type few first letters of the company name in the Account field and it was finding the right Account. Now some users type the whole company name and system finds no Accounts
Can you restrict a Group/Profile to only see records with a specific tag
We have a specific group that we only want to see records in Deals, Leads, and Contacts that have a certain tag on them. Is this possible?
Multi-select picklist fields not available as row groups?
Hello, Has there been an update or change to the ability to choose multi-select picklists fields in row groups when customizing a report? I have several custom multi-select picklists that I need to be able to group records by, and now when I attempt to
Automatically create a Contact activity after a deal is lost.
Hello, I am having trouble finding how to set up an automatic activity such as "recontact the lead in one month" after a deal is lost. In the deal blue print, all it lets me do is update lookup fields in Contact. Thanks for helping! Stéphane
Can you create contact using canvas display
Hi, Can you create contact using canvas display?, Instead of clicking on Create Contact and it goes straight to layouts?
I'm getting 400 status code, when trying to update my records. How to update records in C# API?
Hello here, I have a problem with updating the field in Account records. How can I do it in C#? My code: I was trying to use request.Ids = ids, but Ids should be long, but an example, it's showing that I have to use List<string>. So how can I update just
bh.wrng.user.sh.time error while creating a meeting within a blueprint checklist
I have a blueprint transition in which i am attempting to "book" a meeting for when the user selects the "book installation" transistion. as part of the checklist i am requiring the user to create a meeting with one of the fields being to set the "host"
"create new report" is missing
Hello, I am a new user, yesterday I created 2 reports, but now there is no "create new report" icon, why is that? Anyone else has the same problem? Thanks
Decimal comma and EUR currency format
Hello, due to inability to test inventory templates in DEMO environment I decided to purchase one month professional plan. Now I am setting up one of the templates (Quote). The currency (sums) are displayed in this format : "EUR7256.37" What is this?
How to close/delete all Open Activities associated to a Deal?
Hi When we have a Deal go through the Stages, we are setting meetings with the customer etc... If we mark a Deal as being Lost, we need to remove all Open Activities (meetings/tasks/calls) associated to that Deal. How can this be done? I cant see an option
Zoho CRM Calendar sync with Outlook
Good morning. I've had a read on the subject but there are lots of different answers and I'm a little lost, so hoping you can assist... I'm looking to create a sync between my calendar in Zoho CRM and Outlook. Ideally a 2 way sync if possible, but if
Filter For Each Statement
I have the following For Each statement that I would like to filter to just records in the "Policies" map (actually just a Deals module map), to Deals/Policies that just have Stage = "Closed-Won" Should I exclude those in the Map before doing the For
Is it possible to set a value on a field based on the user creating the Lead
Hi, Is it possible (by layout rules or functions) to set a value on a field based on the user creating the Lead, while we are creating the Lead. Example In Leads, I have a custom select field "Division", with the options "Digital, Engineering". This field
Lookup Emails From Contacts Module
I have a module where I am trying to create a page that will give the ability to select a contact based on the account selected. But I also want to have a lookup to provide the email of the contact, based on the contact selected. When I enter the Account,
CRM Contact Import Function Not Working
I'm trying to import contacts from my ACT Pro CRM and the interface on Zoho simply doesn't work. It will not allow you to select any option to import contacts. Once you choose ACT, the interface locks up. If anyone has a work around for this it would
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