How do I see that a scheduled task is pending?
I am trying to test to make sure a scheduled task will generate properly. Is there a way to see if a scheduled task is pending for a deal?
Button to Create Generic Task While Viewing a Deal
We'd like to create a button that we can use while Viewing any given "Deal". When pressed, it would create a generic Task that would then appear in the related "Activities" list for that deal. It would look something like this, assigned to the currently
Field Value inside of CRM Fails to change after calling UpdateRecord from Creator when using Zoho integration
Hi, I am trying to call the zoho integration to change a field found on a Contacts record with updateRecord, however, following the documentation, it does not seem to change. Here is my code: obj = {"Last Name":"ahhhhh"}; zoho.crm.updateRecord("Contacts",4968032000000338191,obj);
Copy Billing Address to Shipping Address does not copy "zip code"
Introducing Import of Users to CRM
Hello Everyone, Greetings! We are here with a simple yet productive feature enhancement, again! Thus far, users were added to the CRM system manually by the administrators. Also each user had to be assigned a role and profile to enable them to perform
History tracking for picklist values for TASKS
Is there any way for history tracking for picklist values for TASKS? This is essential for us - we need to know, what task stage took the longest, who was responsible and so on. I know it's technically impossible (I don't know why though) - but is there
Read only access to entire database, write access on records that they own
Hi, there, For certain Users, I want to make Read-only access to the entire database, write access on records that they own. Currently, I'm unavailable to find a solution for this one, any hints? Thank you very much
Zoho CRM Crash Course for Programmers
Hello everyone, I have created a Zoho CRM Crash Course for Programmers on Udemy. Here is the course description from the Udemy site: This course is intended as a crash course for programmers who want to learn the basics of Zoho CRM quickly. Why I created
Society name not showing in search
Hello! When I'm search a prospect, it only shows the name of the prospect and no the name of the society (see below). Can you help me with this ? sorry for all the blurring ;-)
Unable to Access Emails in Zoho CRM - Saying IMAP not Configured but they are!
Hi In the recent few days we have noticed that we can not access emails in Zoho CRM that are synced through our Zoho Mail accounts. I have noticed that in Channels > Emails a message is now there that says: You are yet to enable IMAP for your account.
Can we use getRelatedRecords to access the Actions_Performed inside SalesIQ visits?
Inside the Leads module, I have the following information when I click on a Lead and see their details. I am able to get high level information about the Visits module using the following deluge script command: visit_records = zoho.crm.getRelatedRecords('Visits_Zoho_Livedesk','Leads',record_id);
How can I send email automatically when activity is updated in Zoho CRM
I have a custom function that create a meeting and send meeting notification to the participants when a specific stage is reached in my custom module. When I update the stage in my custom module, the title of the meeting and its contents gets changed.
Deal Owner can not be updated
All, My goal is to have a function that Automatically updates all deals with Deal Owner being Account Owner: I have written the following custom function: It runs, the deal timeline shows Updated Some fields. But Deal Owner does not change. ANY IDEA
Custom view of contacts with information from other module
Hi, Maybe someone has a similar problem. We have some information in Product module. Every product is assigned to a company. Then the contacts are assigned to company (Contacts - Company - Product). So we would like to transfer some information (e.g.
Change default fields name
We are coming from Salesforce where you can rename default fields. They call it "LABELS". The fields name is internal and never change. What they show in the layout is the "LABEL" that can be changed for anything plural and singular as custom fields.
Change label for built-in field
Hi - we are new users to Zoho. We're in Canada and we have provinces instead of states like in the US and India so calling it "Billing state" is a bit confusing for our users and we would to change that name. Another example is your label "Billing code"
"Zoho CRM - Task Reminder Notification" Attention Zoho Users, Would This Be a Great Improvement? ? ? ?
All Zoho Users, In Zoho if you set Task Reminders so they remind you by Email, The Subjuect line of every Email Reminder is " Zoho CRM - Task Reminder Notification" Wouldn't it be a lot more informative if the SUBJECT LINE of the reminder was the subject
CRM Mass Email reports incorrect statistics
Upon sending a mass email, the Email Details report indicates incorrect statistics. For example, in the attached screenshot, 7 bounces are reported. When I click on the number 7, I can view the bounced email addresses. However, there are 19 listed. I
Unable to set business hours
Hello, I was trying to set the start of the week to Monday, company-wide. I found the tutorial that shows going into setup -> General -> Company Details -> Business Hours However, when I click on that tab, nothing happens. I have tried on multiple devices
Zoho CRM SDK - How to trigger a function on load?
I have created a widget that retrieves the Current User details of the current ZOHO CRM logged in person. I have a button that takes the Email of the Current User and filters a database based on the retrieved Email. I currently have this working by clicking
Triggering email notification workflows after a custom function
Hi, We are trying to automate some (what we thought were) basic processes in our business to enable us to grow. We are wanting to trigger an email from the CRM to a lead, that includes by fields populated by a custom function (that pulls from our SQL
Remove Best time for from the top bar
Hi Guys, How can I remove this Best time for from the top bar? We don't use and don't it's showing at the of every page. Thank you!
Tâches d'appels
Bonjour, Une question, je commence à travailler sur Zoho après une longue expérience sur Hubspot. Sur Hubspot je pouvais créer des taches d'appels qui lorsque je les fermais venais s'incrémenter dans mon tableau de bord. Visiblement aujourd'hui une tâche
Envío de formularios / Submit forms
Hola a todos/as! Es posible hacer un flujo, que cuando se de por ganado un presupuesto, se envíe al cliente un formulario o un link a un formulario? La idea es que el cliente pueda llenar una encuesta. La opción de satisfacción del cliente es útil, solo
Is it possible to get the number of territories expanded in our CRM?
Is there a way to surpass the 150 limit of territories?
Combine Python SDK and Extension in one Marketplace application?
Hi there, We have already got a functioning ZOHO CRM Python SDK instance running to push and pull data to and from a Third Party app. However, we also want to make some interface changes, ie. custom buttons and modules to the ZOHO CRM interface - Looks
Zoho CRM Notification API does not send notification for Leads and Deals
Dear Zoho community, we are experiencing a weird problem when enabling Zoho notifications via the Zoho CRM API. We are able to successfully enable Zoho notificiations from the Lead, Deal and Contact module by calling this endpoint, see https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html .
Facebook connection in Contacts is rarely able to find my friends
For whatever reason, when I go into my contacts and click on the Facebook button to search for the contact, I am rarely able to find them - who are my friends on Facebook. I have connected a few people's profiles, but others, I just cannot find them.
Function for assigning a Contact to a Campaign once a Deal has been Won.
Hello Zoho, I have found that I need to create a function to complete the process. I am struggling with sorting out the Deluge Function and script needed to assign a contact from a newly Won deal. I have setup a workflow rule in the CRM, have the Campaign
Kaizen #14 - Notification API
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss the Notification API in detail. What is a Notification API? Notification API allows you to get instant notifications whenever an action is performed on the records of a module. The system notifies you of the event on the URL you provide. You can also enable notifications based on a specific operation like create, update, or delete. Channels for notification You can create individual channels to 'watch' set
Automatic Close Task When Field Update
I've tried all forms of contact with Zoho and this still can't be figured out. I was told to just changed the task in the workflow to "Complete" but if I do that, it'll edit the task for every single workflow.. Scenario: When a new lead comes in it assigns task "Contact New Lead" with "Status: Not Yet Started". After the sales rep makes their first call, they update a field titled "Made Call 1". After that field is updated, the task "Contact New Lead" should close automatically and a new task should
Auto populate lookup field
Hello, I am trying to achieve the below and I am not sure what would be the best approach. Can you please advise? I have created a new CRM custom module named "Investors". Some of the fields within this module are lookup fields called "Adviser" and "Adviser
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
New Charts introduced in Webform Analytics
Hello Everyone, Greetings! Webform is an interesting avenue to collect information from prospective customers and further connect with them. The webform analytics, have been extensively put to use to identify its performance and understand customer behavior.
Make reports fully editable after creation
It would be very helpful to be able to edit all aspects of a report after it has been created. For example, it would be great to be able to add a related list to a report later.
ZOHO CRM
hi, Zoho CRM Reset all values into much more decimal instead of 2decimal. when you edit records and make changes into currency field into 2 decimal after save. it again edit it shows 10 decimal places please check this issue is on high priority
Exporting data from Zoho
How do you export just the data you have filtered in Zoho, each time I try this I get the same 3000 records, I realise that is the maximum number of records Zoho can export is the 3000
Mail Merge
How do you change a field status after MAIL MERGE has been send?
How to create activities with current user logged in using zoho crm.
Hi, I am practice with Zoho CRM for doing some third party integration but I am facing problem when I logged-in with new user and I am going to create activity for calls record but when I checked activity created with CEO details (Like parent details
Get Contact Image
Hi, I would like to get my Contact Image via API, this is my url https://www.zohoapis.eu/crm/v2/Contacts/129152059d2fbdbd2aefd57746c646aeb0d82588e3741fa5400157aca884b0bd5f805f82e53c3315a24b64d7af30964e7f2029775466412ab19bb7a52fccb345451564faf637da96c2174eef9868b410/photo
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