Is bulk create's response guaranteed in the same order as the request?
I am integrating a creator app with zoho CRM and it would save a lot of API calls to use bulk create but I need to associate the CRM IDs with the individual creator records so this won't work if the response isn't in the exact same order as the List used
Office 365 shared maiblox
Hello everyone, So we plan to use shared mailbox for certain address like this. So let's take 3 users that are part of a sales team. User1 connect is office 365 mailbox using POP3 to the CRM. User2 and User3 do the same thing. So now every email they
Client Script does not work on view page/mode
Client Script does not work on view page/mode: It can only be triggered on create/edit pages. this makes client script useless as mostly Zoho CRM users prefer to edit the record using view mode. Are you planning on enabling this for the view page/mo
Search Filters in new CRM UI need old feature option as well
Surely I'm not the only person who has noticed how the new filter options on the left hand panel is missing a basic broad string match. One field where I can enter "John M" and it will return all results for contacts with first name John and last name
How do I add an item that's not a product to a quote?
Hi there, How do I add an item (for example a standard handling fee of $25) to a quote and have that value added to the Grand total? Thanks, Peter
Home page spaceship
I am customizing my ZOHO Crm but the home page I have the spaceship landing page and I cannot remove it. Can someone please help
I don't receive CRM notifications by mail
Hi, I have a problem with some users in my organization. All users receive an email notification when a task is assigned to you or you are mentioned in a ZohoCRM comment (image). These users do not receive this notification by email. I have checked the
Home Page - My Calls Today
Please help! In our users home page there is a box for "My Calls Today" however it tells us that we do not have permission. When you hover over the info it gives the info in the picture I attached here but I cannot find the selection for this anywhere
The new Reports are a mess (AGAIN)
Posting here so others can be aware, and just in case others aren't experiencing similar issues. Zoho rolled out a similar reporting update over a year ago and pulled it after many complaints. It's been forced on us again and I'm seeing many of the same
Workflow rule condition in case module
I can set criteria to include Accounts by Tag when creating a workflow rule using the Accounts module. But I'm looking to do the same thing when setting criteria on the Cases module. It allows me to select the Account as a field option but the only criteria
Journey Builder "Save and Associate" always glitches and doesn't work
Video attached. No matter how many times I exit and relaunch the journey builder the "Save and Associate" button works 1 out of 10 times. This Is beyond frustrating because I spend more time trying to get an action to save than I do build my flow. I have
Mailmerge with button in CRM
I'd like to have a button on a record that initiates a mail merge for that record, and then automatically sends the mail merge to a recipient. Is this possible with Deluge? Than you, Kevin
Synchronizing Zoho Books Estimates to Zoho CRM Quotes
Hello, I use the Zoho Finance Suite integration between Books/CRM. I want to use the CRM's Quotes module to house the same information that is on the Books Estimate. The reason I'd like to do this is mainly for reporting/dashboards. I don't love using
Zoho CRM + Shopify
Good morning. I would like to use Zoho CRM with Shopify. I would like when I receive an order on shopify, it is also visible on Zoho CRM. I would like to do all of this using Zoho Flow. I created a Flow where, once the order arrives on Shopify, a contact
Unique ID in CRM
Hello, I am an inexperienced user of the Zoho CRM and I have two questions. For any and every entry made into the CRM (in terms of customers/accounts), there must be a unique ID that zoho assigns to it. Is there a way I can access this unique ID? Furthermore,
Customize assignment from related list
Hi ! I've been looking for a way to personalize the display of one of my "related lists" for some time now. Let me explain. In my contact page, I have a module called "Sessions", when I assign a session to my contact it appears there. In this related
Zoho CRM Notes button Share to Customer
hello all, we started seeing a new button called "Share to customer" in Notes. When we click it nothing happens. Does anyone know what this button does?
How to workaround the 100 limit on scheduled reports
I work with 600+ partners that I would like to send a weekly report to, but there is a 100 limit on scheduled reports. Does anyone know of a workaround (outside extension) that could do this?
Is it possible to map a multi-level dependency?
In other words, can a custom field map as both a parent and a child for dependencies? Like so: Parent Child-Parent Child
Zoho CRM Circuits in Sandbox
Is it possible for Zoho CRM Circuits to be available in Sandbox?
Thinking about switching our company from Salesforce to Zoho CRM
I am a sales manager and have 7 reps on my teams. We are looking at new CRMs to use and I had a few questions. 1. How can I sync my company gmail account with my Zoho account so I don't have to manually add all my contacts into Zoho? 2. Is it possible
Final date extension for Activities module deprecation
Dear Customers, Happy New Year to all of you! We'd like to inform you that the deprecation of the Activities module has been extended until March 15, 2024. This serves as the final call to action considering the three previous extensions granted on December
Null & Non-user Account Owner
Hi, We're currently testing Zoho CRM as a management tool for a company database. Due to the way we gather new information, detailed company information is required when adding an entry to the database. Thus I add new companies/leads as Accounts, not
Specify what fields get cloned?
Specifically, when cloning a Sales Order can we turn off some fields from pulling into the new cloned record?
Display Company Address if Contact Address is empty
Hi team, any change to display the billing address of a company in a contact which is related to the company if the mailing address within the contact is empty? I tried to solve it with a workflow an And with a custom function to update the fields in
Email replies dashboard?
We are just about to start calling aged contacts from our Zoho list and the calls will be followed up with an email. What happens when that contact replies to our email? Is there a way to view a list or dashboard on email replies from any of these contacts?
Lookup Fields are not updated
Hi team, created Lookup Fields in the contacts layout. The major lookup-field is fetching this name of the related contact. Based on that lookup-field I added fields to fetch the billing address information. These fields are showing up, but are empty
Make field required based on value of another field
I want to make a field required if another field is set to a specific value. Specifically, for our Opportunities, when a deal is lost, I want to require users to fill in a Reason for Loss text field. Is that possible? If yes, how?
transfer tags from deals to accounts
Hello, We are trying to transfer tags from deals to accounts. Example- We create a deal and link it to an account. In the DEALS module, we tag it "specific". We want that "specific" tag to move over to ACCOUNTS also. That way we don't have to re-tag things
Individual edits not saving
We are experiencing an issue where individual edits are not being saved in the CRM. This issue is occurring on an org-wide basis, and is intermittent. There are different computers (Apple and PC-based), different locations, all primarily using Google
Access for clients to view their record
I need some of my clients to be able to view some of the data and attached files contained in their records within standard and custom modules. - Is this possible? - I understand that their is a client portal option, will this cover this need? - Can this be achieved through API or custom development with ZOHO creator? So many thanks for the time and attention.
Email display for Lead
Hi, I made integration between our email server and CRM. I found not all email will be displayed in Lead - Emails Could you please tell me which part of email are omited? e.g. Latest email in CRM is in Mar 1, while the latest communication with client
How do I remove / delete stages from a Pipeline.
Pretty self explanatory - I never want to see the stage ever again ever.
Zoho CRM Webhook - Passing subform data
I want to use a webhook to pass invoice lines items from subform a subform from one of our custom modules to Zapier. I cannot see how to access the subform as a parameter? I can pull the data using a deluge function and it's just an object, but I cannot
Creating a drop down of sections depending on a previous sections amount of numbers selected.
Hi, I am looking to create a drop down defendant on the amount selected in Zoho CRM. So, in the section 'amount of items' I select #2, then 2 sections show, 1 for each item to be filled out individually. If I select #10 items, then 10 sections show and
Importing Contacts - Company Name
I'm trying to upload an Excel file to import contacts, and I have all the fields mapped except for Company Name. I don't see a Zoho field for Company Name - does one not exist? Am I looking in the wrong place? I would think this would be a standard field.
Introducing many-to-many module association in Zoho CRM!
Hello all! We are pleased to introduce "many-to-many module association" in Zoho CRM! Your sales data are often inter-related. When you maintain this data in a CRM, you must have flexible options to capture the exact relationship between them. Zoho CRM allows you to interlink modules via lookup fields. However, a regular lookup field facilitates only a "one-to-many" association. That is, from multiple records in a given module, you can lookup only one record from a related module. In many cases,
Modify Layout of Accounts module - clone Attachments segment
We would like to have several types / groups of Attachments for our Accounts. How can I clone / modify Attachments in the Related List under Detail View?
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Cannot send chat transcript
Hello, We cannot get SalesIQ to send automatically or mannually a chat transcript. We have tested it with personal emails and looked in the the spam folders. We are able to send emails from Desk and from CRM. We are also not getting any reports such as
Next Page