HTTP 200 Response with IP_NOT_ALLOWED when trying to refresh OAuth Token
Our CRM API integration, (V2 API), has started getting responses from the refresh endpoint where the body is just: {"error":"IP_NOT_ALLOWED"} With an HTTP 200 Response Code. - We haven't changed the IP address making requests. - API integration has been
Repeating Tasks via workflow and Blueprint
Hello, When we create tasks via CRM, we have the option to set the task to repeat. However, this functionality does not carry over when creating tasks in other ways, specifically via blueprint or workflow. This seems like an obvious oversight. Examples:
Please, your ideas to make Bookings / CRM more change-resilient
On Lead Create a CRM workflow sends email to Lead. The email contains a button which is a link to a Booking Consultation. I do not want my customer to have to know/select the correct Consultant. The correct Consultant is the one who is assigned to the
Zoho CRM Purchase Order of Materials
Hello all, If you have a reselling or distribution business you will have something like that buy product > sell product But in manufacturing you will have: buy materials > manufacture > sell product So the list of items you will buy will be materials
Workflow triggering repeating tasks
I want to have a workflow trigger a repeating task. For instance New lead matches certain conditions Create follow up tasks which repeats daily except weekends. Is this possible?
Producing report with weekly dates as columns
I have data that is auto-calculated from a Start date, for when things are due in a process. I want to produce a report that has the Week Starting date running along the top, and each job running down the size. I prefer to keep this simple in CRM if possible.
"Assign" Contacts to an Account Record
Why can you not "+Assign" Contacts to an Account record like you can "+Assign" any other Related List records en-masse? The only option you get on the Contacts related list on an Account Record is "+New"
iPad and writer
My client wants to be able to run a mail merge from a contact record on their iPad. I created the document in writer but it doesn't want to merge. Am I missing something? Thanks, Lanny
CRM User Stopped Receiving Emails From systemgenerated @ zohocrm.com
One of my users stopped receiving emails from systemgenerated at zohocrm.com. For example, he no longer receives email reminders or daily activity reports from the above stated email address. Has anyone experienced this? Any suggested solutions? Thank
How to send translated Zoho Forms in Zoho CRM's Email Templates
Hi ZCommunity! It has been really easy to link Zoho Forms into ZCRM Email templates, which are then linked to the contact when replying to the form and syncing everything (magic! I love this feature). Last year, Zoho Forms team included the ability to
New Reports Module -
Zoho did it again. I am so annoyed at the new Reports Module setup. Do you not take into account the visuals at all for your users? So Because now my file folder names can not be seen because they are too long. In the old version I could edit the size
required fields
where can we change required fields?
Delay Approval Process
I was wondering if there was a way to delay an Approval Process for a few moments to allow for other Workflow Rules and Actions to happen before locking the record for approval?
Sync field property from contact across to sales order.
We use Leads, Contacts, Sales Orders and Invoices. We have a couple internal companies in the same CRM system. The Contact has a field that designates which internal company the Contact is from, but when we create a Sales Order, the only way to know what
{API} Push Costumers from Zoho to External Saas
Hi, Im new to API's and im looking for a solution and i have no idea where to start. Let me explain my situation: My external billing application supports Api's, and so does Zoho. What im looking for is a way to create a new contact in my billing application
Make CRM Notes have Permission levels of visbility
I would like to see NOTES have permission levels -- starting with Visibility restrictions. For example, let's say a purchaser is the Vendor Owner of say MicroSoft. He has contacts he can see and data he can see. But there is a person with higher profile: a Product Manager or Executive Level and she has a meeting with people at that Vendor. If she adds contacts to the vendor with herself as contact owner, the purchaser can't see them. But if she adds Notes from her meeting with MicroSoft, that
Note Permissions
Is it possible to assign permissions to notes? So that users cannot delete or edit them?
Insert module fields to xml-file and uplod to e.g. ftp
Hi, pls advise: How can I insert - e.g. using a workflow - certain fields (name, email etc.) of a custom module entry to a pre-formatted xml-file and upload it e.g. via ftp (or - if ftp isn't possible - send it to an integration that supports ftp upload)
Count deal cycle duration based on stage?
Hi, Zoho community. Trying to develop a custom function that will count the Overall Deal Cycle Duration but it will be stopped when a deal hit the Won/Closed Lost or On Pause stage. So basically the principle here is: IF Stage is not equal to Won, Closed
Deduplicate Leads
In my Leads module I use it for basically a dumping ground for raw data/leads I purchase from lead vendors so I can utilize in other ways. The problem I am having is that Zoho makes it very difficult to prevent duplicate names coming in. They only allow
Date Filter Question: What am I missing?
Can anyone help me understand what I am missing? I would think the two filters below are both April 2022, but the resulting number of records is different for each. Thank you.
Auto Create an Opportunity/Deal from Closed Won Deal
Hello, I am looking to auto create Opps/Deals as Renewals for all the Opps/Deals when they are closed Won, so the Account Managers dont have to create a new Opportunity for renewal. This Opportunity needs to be like to like the original opportunity and
Need to backup attachments to each prospect record
We have thousands of deal and prospect records, with critical documents, we need to download. Is there a way to mass download the documents or do we still have to go one by one?
CRM Webforms Double Opt-In Important But Unuseable As Is
With all the problems with webform spam, the Double Opt-In is a great idea. Once I implemented it and tested it on my website, I realized it is not usable in its current state. The key problem is the messaging on the Opt-in email is very misleading, and
Changing the data type of a field without losing pre-existing data
I want to change a single-line text field into a multi-line field without losing pre-existing data. At the moment, this is not possible. Who would like to see this feature too?
Keyboard shortcuts for CRM plus duplicate records
Hello Are there any keyboard shortcuts for this product? I basically do not want to scroll down on my CRM contacts view and click on the arrow for the next page. (I know I can search but I do want to go through my contacts visually). Also, how do you
Canvas Limit Reached
I have switched from Trial to STANDARD subscription. When I try to access more than one of the created canvas pages or try to create a new one I get error CANVAS LIMIT REACHED. Thanks
Require a note on a custom dat field change
I have a custom field called "Next Action Date" on the cases module. Whenever this date is changed, I wish to require the user to provide a note. Is this possible? I am happy to use client side scripts to make this work. Best regards, Joe
Price Book based on Field Value
I was wondering... is there a way to drive which Price Books can be used on a Quote based upon the value of a given field?
Photo rotation
When I upload a photo to my contact image it often rotates the photo sideways. The original was set correctly. I don't see a way to rotate the photo to the right orientation in Zoho. Do you have a fix for this?
The connection for this site is not secure - Error
Hi, Why are my forms not working anymore? They were fine and now the link says: The connection for this site is not secure sender.zohoinsights.com sent an invalid response. Try running Windows Network Diagnostics. ERR_SSL_PROTOCOL_ERROR
Two Subforoms/One Quote
I've created a Quote Page Layout that contains two Subforms however; the 2nd Subform does not pull in data from the Price Book in the same way, i.e. Discount, etc. Is there a way to clone or mimic the native Quote Subform functionality?
Nested quick create does not appear
I have a quick create for a custom lookup field that appears when I do it via Leads/Contacts. However when I do it via task, the quick create appears for Leads, but not the custom lookup field in Leads. Is there any way to get this up?
Links sent in email from CRM are replace with sender3.zohoinsights.com
Our business has come to a stand still with clients reporting the same issue when trying to click on links sent from CRM. This site can’t provide a secure connection sender3.zohoinsights.com sent an invalid response. Try running Windows Network Diagnostics.
Is there a way to Trigger Workflow when only a module subform row(s) is edited or created?
Is there a way to Trigger Workflow only when a subform row is edited or created?
Zoho CRM Web Forms - Created By
Whoever is logged in to Zoho CRM and creates a Web Form automatically is the Record Creator for new Leads or Contacts that come from that Web Form. Is there anyway to change that without completely re-creating the Web Form?
Lead Converted Date
I understand the Lead Conversion Time however; is it possible to report on the actual date the lead was converted?
Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.
So we have a "Clients" module, storing details on clients, and a "Client Meetings" module, which stores the history of each meeting with a client. One Client can have many Client Meetings. On the client's page, we store many details like the discount
Map dependency functionality is now available in Sandbox
Dear All, We're excited to announce that we've extended the map dependency feature into Sandbox. Let's get into the details! In Zoho CRM, you can create dependencies either between two picklist fields, or between a picklist field and a multi-select
Check for duplicates upon entering new record.
It would be extremely helpful if while entering a new lead for instance, when you typed in an email, phone number, or last name, the system would scan in the background for records containing the same data. Maybe at the top of the screen it would drop down an alert that says "Similar leads(s) found. Click to view." and it would give you the option to view the lead(s) in a new window/tab.
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