API Meeting Invite Email with CC and BCC
Looking at the CRM API 'Send Email' docs (https://www.zoho.com/crm/developer/docs/api/v3/send-mail.html), it appears that using API we can include a cc/bcc field. However, for the meeting invite that is sent out to a contact when creating an API meeting
May i know what is cvid here ? registros = zoho.crm.getRecords("Update_Contact",1,3,{"cvid":31355000236829766});
Hi, Im stuck that why in this code used cvid ? registros = zoho.crm.getRecords("Update_Contact",1,3,{"cvid":31355000236829766}); Please let us know. Thanks and Regards, Sidhant A.
How can assign a territory to a contact
Hello, I found hundreds of contacts without a territory. How can I assign a territory to these contact records? Thank you Guenter
Finding lapsed customers in CRM
Hello all, I'm running a marketing campaign aimed at people who were once customers, but are no longer. Maybe it's just that I don't know where to look, but I'm having a hard time tracking down any field that keeps that information. Any thoughts on how
Zoho CRM Import
I have a weekly spreadsheet for planning applications with the following data on each line. Cient Name and contact details, Architect Name and details, Planning project Reference and details. The details are about 15 fields for each of the modules I want
Dynamically sub list - accounts, contacts
Hi. In CRM I made a layout with a lookup field accounts and a lookup field contacts. Now I would like to have the contacts field dynamically filled with contacts from the chosen account. Within Creator this is easy possible. Any chance to realize with
MS Teams - Create MS Team based on Zoho Account Name?
Anyone know if it's possible to automate this? IE: I have a new account in Zoho called - "John Residence". I would like this team to be created in MS teams.
Email content based on form input value, how to create that in an email template
I need to send a pdf in an email within a workflow as an action on a form fill. The pdf is in relation to some input value in the form, there are different options PDF A , B or C How should I handle this? Can I use lead fields in my email template c
Assignment Rules
Is there a way to setup an assignment rule to check existing records before assigning?
ALL OF MY Bigin Contacts not syncing with Zoho CRM
Hello, My Bigin contacts says 116 and when setting up the sync >integrations> from Bigin and looking in Zoho CRM only 58 have made the trip... hmmm I even tried to export one contact from Bigin and then manually import it into Zoho and got confirmation
Customize the "Quick Actions" layout
I would like to be able to decide which fields pop up in the layout of the "Quick Actions" function. Previously, folks have asked about this possibility here: https://help.zoho.com/portal/en/community/topic/quick-actions-customization The answer given
CRM only allow two unique fields but I need six unique fields. Is there a way to handle this application?
Hi, CRM only allow two unique fields but I need six unique fields. Is there a way to handle this application? I understand Creator can handle more then 2 unique fields, is there any example that how to link these two platform? Thanks! br, Andy
Cannot edit template - shows blank
Hi, I have an inventory template that I use to make service agreements with clients. When I try to edit this template, I get a blank page. Have tried refreshing, logging back in, etc., the problem persists. What is happening?
Salesinbox Token has been expired or revoked
I cannot figure out how to fix Salesinbox? I open it and it says Token has been expired or revoked. This causes my emails to not sync to zoho. How can I resolve this?
Different Deals - How to know which deal is associated with?
Hi Everyone, We had this client that has 3 different deals with us. The deal under a specific product that was availed by the company is already for renewal, and an email notification is sent reminding the renewal. If the client responded, is there a
Unable to process your request / external link
Hi, We have extensive notifications one of which informs the opportunity owner of any changes made. Thus includes a direct link to the opportunity. This used to work fine but today a report arrived; we tested and confirmed that indeed links no longer
add a "select all" checkbox
A "select all" checkbox would be nice to have during de-duplication. Currently I have to select each of the duplicates one by one at Step 3: Matching Records.
CRM - Telephone Integration for NZ SIP Providers
We use CRM We wish to integrate telephone system. We use 2Talk (SIP) based provider solution Can this be integrated or do we need web based phone solution Any suggestions for good providers, with NZ numbers which integrate?
Reports/Analytics: Possible to filter by a summed field?
Here's the use case: We want to see all accounts who have placed orders within a given time frame, filtering to those accounts whose total orders are above a certain threshold. In our case we basically only sell one product, so we're looking to filter
Inactivate Contacts
Is there a way to "inactivate" a contact? I don't necessarily want to remove them (as may need them later), but want to not see them for now in my lists. If there is a way, do any of the views, filter out inactive contacts?
Where do I change the "name" for an Organization Email address?
Modifying "Missed Activity Reminders" List
Is there any way to modify the pop-up window layout, that is labeled "Missed Activities Reminders"? We are trying to modify the layout to show a bit more detail in the listed items of this window. For example, adding the contact or account name associated
How do I link the Quote number to Sales order and/or Invoice instead of the Quote name?
Hi, I have noticed that when I create a quote and then convert onto a sales order, the quote subject appears on the sales order. I had a look a this and it is a lookup field so I tried to replicate the same with one for the Quote number but no luck, it
Red Exclamation Mark - Import History
Has anyone seen this before? There were 947 records, only 400 updated but nothing shows in skipped? (See attached).
Trigger incoming call popup via URL?
MS Teams own PBX system is offering to open an external URL if there is an incoming call. So we could open an url like https://crm.zoho.eu/...../?123456789 where 123456789 can be the phone number. Is it possible to trigger the "incoming call popup" with
Auto apply Pricebooks with Client Script
Hey there, with Client Script Zoho introduced a powerful tool to help with data-entry. Now I am wondering: Could Client Script help with auto-applying pricebooks/discounts? The use-case: We have different customers that negotiated different discounts
I am confused between IMAP / SalesInmail / Pop
Hello, So I recently purchased Professional plan for 7 accounts in my company. For some reason, I (super admin) managed to set up Gmail within my Zoho account, meaning Gmail is mirrored within my Zoho account perfectly. For my colleagues, It doesnt work,
How do I import data from Infusionsoft?
I have been a user of Infusionsoft and I am making the switch to ZOHO CRM. I need to move about 2000 names over. Can this be done? Thanks
Zoho Sign/CRM Integration
When using Zoho Sign within a Quotes record, the Sign document does not relate to either the Account, the Deal or the Quote despite being generated from a Quote that has the Account and Deal linked.
Zoho CRM client script - Showconfirmation with checkbox
Dear sir/madam, I am struggling with the following: I have made a client script for a Field event. It is a very simple function, but if I reject the message the checkbox is still checked. I am using the following function: ZDK.Client.showConfirmation('Bevestiging mailen?', 'Ja', 'Nee');
First Name field not updated when converting Lead to existing contact
Is there a reason why when converting a lead into an existing contact, the firstname ( slightly adapted in leads) value not gets updated? Is the firstname field protected in the contact? Other fields also?
Zoho CRM Plug-in for Microsoft Outlook EOL on October 31st 2022
Important Latest update (on 29th July, 2022): Complete deprecation of MS Outlook Plug-in has been extended till October 31st, 2022. Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to add emails
Zoho CRM Timeline Data from Linked Modules
Is it possible to have the timeline data pulled from all linked modules? This would give you one place to look over the entire history of a client's case in one location. Is this already possible somehow?
Autofill fields during entry creation
Hey there, when I create a new sales order and associate a company with it Zoho automatically inserts some address data into the form – which is super nice. Is it possible to tell Zoho to put even more info into the fields while I am still on the entry
Any easy way to share fields between Leads and Contacts?
I'm trying to have some pick lists and other fields in the Leads be consistent with the fields in the Contacts. Is there any easy way to copy fields over, or do I have to manually recreate all the lists and fields? Thanks. pk
Showing Specific Associations When Creating a New Record
Hey Everyone ill try to keep this as simple as possible I have Module A (Contacts), B (Policy), C (Family Members) I'm in Module A, with Modules B, C showing as a related list/section. Module C has 3 family members/records associated within Module A.
Lead auto responder marketing sales funnel email process
Hello Zoho, I want to create a dynamic auto generated follow up email process. We are a construction trade providing the same quotations for supplying services to multiple Building Companies who all bid (tender) on the same opportunity to secure work
Need Smarter Way to Send Repeat (Yet Changing) Content in Emails
Hopefully, someone here has a solution or is dealing with the same thing - Zoho support doesn't seem to understand what I'm trying to accomplish. I'm trying to find an easy way to update a section of all CRM templates at once or use another Zoho tool
Contact Email address change
I had asked about this one before, but I wanted to update you on issues I am having. When a contact changes their email address I am loosing all the historical emails since it follows the new email address. Is there a way to lock in old emails to the contact so they do not disappear. Recently several of my contacts changed their email address and I no longer have their complete history - only the emails to the current address. Is there any work around since this causes us to miss important email
How to automatically receive the Alphabetically sorted data for lead owner and lead status?
I wanted to know how to automatically receive the alphabetically sorted data through CRM so that I can save my time from this exercise. The left image is unsorted and the right image is sorted one.
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