Create custom button which replicates the Mail Merge button
Hi Our CRM users go to a Deal's record>More>Mail Merge to create a Contract. This works well. However, can we have a custom button called "Send Contract" which appears at the top of a Deal's record? The functionality should be exactly the same as if they
Formula Date Field Cannot be Used in Workflow
Hello all, I have a question and want to see if anyone has solved this or maybe I am missing something simple. I have a standard date field. I have a number field I have a formula field which is a date, that calculated a new date, by taking the original
workflow does not trigger
Hi, I have a workflow that creates some activities if the status, ("Huidige Status"), is set to "1. Actief". When I manualy change the status to 1. Actief the workflow does get triggered, but now I am writing a function that should change the status to
Tip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
Tip:10 - Zoho CRM mobile app localization - Language settings
Language plays an effective tool for communicating ideas and opinions. When it comes to interaction, our native language always holds a special position. What better way to put our thoughts and ideas across, than using our native language. Considering
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Unable to mass update a picklist field
Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)
Zoho Deal Structure for a certain business type
Hello there, I have a client in an industry that isn't quite good in terms of payment ethics. His process starts by signing the customer on a service agreement with a deal amount the varies in terms of paymetns, for example, could be a 10,000$ deal, that
Login issue with WordPress sign ups and Zoho CRM integration token error
I have a site that uses the WordPress for log in to WooCommerce and user info and then is supposed to push all info through to Zoho CRM. The site uses Zoho One paid version. However, new users at the moment who try to sign up get the error: "Error: call
Zoho carbon footprint
Hi, I am calculating the carbon footprint of my company and would like to include the use of Zoho, because it is core to the company's operations. Do you know the carbon footprint of using Zoho? This for example could be emissions from using Zoho for
Creating training material outputs for processes from Blueprints !
We are huge fans of Zoho CRM and in particular BluePrints which for companies within the Financial sector are superb for ensuring process is well defined and integrated into CRM transactions. The challenge we have is that we have no way of quickly generating
How to use Zoho CRM api tu update user created from Zoho subscription
Hey, I have an application which uses Zoho subscription which then create a user inside Zoho CRM. During the registering process on our application, we require users to give us some data we want to upload in its Zoho CRM user. I have read the Zoho CRM
CRM Circuits state problems
Hello guys, I was wondering if anyone else is facing some issues accessing values of states in circuits. in the first state i can access them through dot notation, but between second and third state it's not working. I have tried a plenty different strategies,
0365 calendar sync
H we recently moved to Zoho and starting to regret that I didn’t see this issue all the way through before making the leap. The issue were running into is the o365 calendar sync doesn’t actually sync. Specifically events sent to me do sync. Events created
Is there any way to select a Zoho CRM Email Template as the Body of a Mail Merge Email?
Currently, I can merge and email documents and it pulls in all the necessary fields in Zoho CRM like I expect. However, when I get the window to send the email, and I choose to send the merged document as an attachment, my only option for the body of
Google Drive integration does not show Shared Drives
Hello. My organization uses a number of Shared Drives within Google Drive. The current Google Drive integration with Zoho CRM does not allow navigating to "Shared Drives", it just shows the contents of "My Drive" within the Google Drive. For example,
How to pass dynamic parameters in an iframe inside Webtab
Hello, I have a custom url like htts://www.test.com?zoho_id= 123456789. I know that if a have a custom button and using a custom function (openurl) I can open the above link by passing dynamically the Zoho ID (lets say the record ID in the Contacts Module).
How do i add AUDIT Logs via API
i want to save user actions to audit logs
[Update - June 2, 2021] Integration Tasks will Consume API Credits
Hi everyone! Here are a few updates to this post. Based on the feedback from the customers and partners, we have decided to postpone the inclusion of the integration tasks in API credits to August 31, 2021. We have started working on the below tool support:
Attaching images to customer records from mobile
I'm having trouble attaching images to file attachment fields from the mobile app. When I select an image to attach from my library on my apple device using the latest version of the app and IOS the file attaches instantly, but when I try to open that
FUNCTION NEEDED: Delete all open activities with a custom button on a record
Hey Zoho masterminds! I need a custom button that deletes all open activities on a record. For the sake of the example, how can I write a function to delete all open activities associated to a lead record? Thank you!
Custom function on mass action button always updates fields in Blank
Hi! I developed a simple custom function that updates some fields. I placed it on the "list View - Mass action menu" in order to execute to simultaneously to multiple entities. When I execute it selecting a single entity, it works correctly, but if i
Zoho Booking integration with Zoho CRM - Custom fields
Hello, I've created a Webinar event in Zoho Bookings. In the registration form, I've added some custom fields i.e. address, zip code etc. I've integrated Zoho Bookings with CRM and the integration works. New potential customers after registering for
Is it possible to have members of the same team/group with different levels of subscription to Zoho CRM?
I have just started a FREE trial of Zoho CRM and am determining the levels of subscription needed by my team. For the sales team, a basic member is fine; but for our marketing team, I would like them to have a higher level subscription with the Social Media features. Is it possible for members from the same company or group to have different levels of subscription to Zoho CRM? Or does everyone in the group have to be at the same level of subscription? Please advise.
Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.
Mass Update Contacts to change related Accounts
Hi there, We have a lot of Contacts that were grouped into Accounts labeled by geographic area, but now we want to mass update those contacts into new Accounts labeled by organization. Since it's a sort from geographic area to organization, the Contacts are mixed in under each Account and need to be sorted. The problem comes in because when I sort and select the Contacts I want, click mass update, and try to update the Account Name, there is no Account Name field to select. Because the Contacts
CRM Portal Self-Registration
Currently, portal users for the CRM need to exist as contacts in the CRM, who must then be manually invited to use the portal. A problem arises where there is a requirement for these contacts to start using the portal at their own discretion (i.e. not
How to send email with invoice PDF attachement in Zoho CRM Deluge?
// I am creating the invoice here response = zoho.crm.createRecord("Invoices",values); // trying to get the PDF version fileUrl = "https://www.zohoapis.eu/crm/v3/invoices/" + response.get("id") + "/pdf"; invoiceFile = invokeUrl(fileUrl,"GET").toFile("Test.html");
Persistent Authorization Request
Suppose my application has a web form I'd like to integrate with my CRM modules where any number of users can visit, interact, and ultimately submit data. First I'll need an access token which requires an authorization request and the options are the
How do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
Zoho CRM and Vonage VOIP Click to Dial stopped working
I can see the phone icon next to numbers, but when I click it, nothing happens. I've tried uninstalling and re-installing the extension, clearing cache, restarting computer, restarting Zoho, restarting Vonage Business and it still isn't working.
How do I increase the email attachment size in Zoho CRM ?
It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
ACR Phone mobile app for logging phone calls into Zoho CRM
ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone
Remove Profiles from "Forecast" Module
How can I remove Profiles from My forecast Module? Image Below The only revenue generators are the VP's, and the Estimation Managers, and the Estimators subordinate to the Est. Managers. How can I remove the unused Profiles? Its frustrating to see them
Adding multiple extentions to one user
Hi, I am trying to add multiple extentions to one user, wondering if there is an option for it, Adding a screen capture to what i mean too Thanks in advence!
Unable to add a name to the PDF attachment
Unable to add any name in extra pdf attachment while sending inventory template to the customer via function. The attachment goes like this .pdf in mail without any name. How do I add the name?
Feature Request: Send Mail button in Accounts
By he Grace Of G-D. Hi, In some cases, We need to send an email from the accounts module. The use case can vary. But, The Most common one that i come across is When you have Zoho Form integrated to an account, You have to send it from that module. Right
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract Signed, etc). We have multiple roles having to change different fields on the Deals. Let say we have these Blueprints: Stage, Sales agent (record owner) goes moving the stages during the sale until closed. Documents Status, Analyst (another role)
How to extract multi lookup field data
Hi I have a multi lookup field in the Deals module of Zoho CRM which is looking up to the Contact module. Is it possible to extract the contact associated to each deal from that multi lookup field via a custom function? Can anyone share a sample code
Ability to CC on a mass email
Ability to CC someone on a mass email.
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