Auto BCC through Outlook
Is it possible to auto bcc all emails sent/received through outlook?
email not sending
Hi I am sending an email but its not being received? I've tested it a few times but its not going? I have sent other emails and they have gone but this one particular email isnt being received? tehre are 3 images but they arent large and ive reduced their sizes individually too? any ideas?
Zoho CRM: Reports Export
How can I export a report to CSV or Excel format, that includes all of the rows in the report and not just the subset of rows that show in the interface? Moderation Update: Our data exports from Zoho CRM underwent a massive upgrade increasing the export
Export Record Limits
How can I get around only being able to export 2000 records and import 1500 records at a time? Moderation Update: Please find below the revised limits for the Reports export. https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/reports/cr
MANDATORY_NOT_FOUND
Hi, Here's the API https://www.zohoapis.com/crm/v2/functions/upsertlead/actions/execute?auth_type=apikey&zapikey=SOME API Can someone help me with this? Here's my error. { "code": "success", "details": { "output": "{\"code\":\"MANDATORY_NOT_FOUND\",\"details\":{\"api_name\":\"Last_Name\"},\"message\":\"required
Suggestion: ask for confirmation before navigating away from workflow edit
Hi, I was halfway through a fairly complex workflow rule when I accidentally pressed backspace. It took me back to the setup page and I lost all my work:( Would be great if it could pop up a "Are you sure you want to leave this page? All unsaved work
Outlook Add In - Re-associate an email
Hi If I associate an email with a Lead (for example) and then delete that email from the Lead within the CRM the Outlook Add In then refuses to let me re-associate the email with either the same or another record. Is there a way "un-associate" the email
Is it possible to prevent a Potential from moving to next stage until a checkbox is checked?
For instance...we have a Terms and Conditions document that we require all new clients to sign. Right now we have to remember to send the document via Zoho Sign, and remember that it has been signed before we close out the Potential. Super ideally we
Creation of Invoice from CRM doesn't show field shipping_charge_sac_code
When I create an Invoice in Zoho Books, I can add the shipping charges, shipping tax and update the SAC (which is mandatory to update by law) However, when I create an invoice in Zoho CRM, it allows me to add shipping charges, shipping tax BUT doesn't
Integrate Outlook calendar with Zoho CRM
Hello, I use Outlook for organising my work diary but I am looking for a way to add in appointment details for the leads and deals and then have that appointment and client name and address sync with Outlook calendar. Can this be done and if so how?
How to get Current logged in userId using Zoho deluge REST api
Hi All, I am using deluge function to get currently logged in user and its perfectly work but I am trying to integrate that deluge function with rest api with third party. It is responding paraent Zoho logging userid. userTypes = Map(); user_response
Set campaign member status for imported leads
Hello, I have a list of leads we received from a trade show. I want to import them into a campaign and assign them a member status. Right now it defaults to planned. How can I change this? There's no way to differentiate these new imported leads from
Trying to work with formula syntax on zoho crm and not working
Hi, i created a new module that will be used for grade sheet for any of our students, that we will be able to follow our graduate students on the future and stuff like that. The distribution of grades is based on the following parameters: A. Homework
How do I customise my home page to show tasks for my team only?
Hi, How do I customise my home page to show tasks for my team only? I have created teams for Operations, Sales and Finance, I'd like for the teams to view open tasks for their own team within their homepage. I can find options to view all or my own but
Tracking meetings
Hi everyone, My industry's biggest challenge with converting leads is attendance to meetings. Agent calls a lead > booking a meeting with him > creating a future event > the lead isn't coming. I would like to keep track on this data, and be able to deep
Real Estate Usage
I'm in real estate which is inherently a B2C business but we still deal with a lot of vendors across different verticles. So I'm trying to decide how to organize my contacts to get the most tracking possible. Clients will of course be contacts but I then
Zoho crm api v2 - getting records with Query Map
Hi. When I want to get a record (Let's simplify it and say that for now I am only interested in Leads), I am getting this error response: { "errorMessage": "Only 'AND' operator is supported. Found a(n) 'OR' operator in the search expression", "providerMessage":
Configure Email Not Available
Attempting to configure email, using a yahoo.com email account, but the option is not coming up under set > email configuration > email. There is no green button (as shown in help example) under the tab that prompts set up.
CRM Canvas Builder Element Lock Options
What does the lock/unlock option in the right click menu do?
integration with an external system
hello dir do you have api to integration with external system ?
Activate a workflow from Zoho Flow when a contact in CRM already exists
Hello all, I have a Zoho Flow that connects our Woocommerce store with the CRM. So whenever a order is created in Woocommerce, Zoho Flow gets the contact and creates or updates the contact in Zoho CRM. The thing is we have a workflow to send an email
How to change task assignment email content?
When entering a task, and you request to sent notification email - you receive a task assignment email subject as follows: Zoho CRM - You have a new Task (Subject: task name) then all it shows is the subject of the task (as a hyperlink to the task) and the due date. I would like to modify the data that appears on this email - to show the related customers info. Can anyone help me as to how I could do this? Thanks in advance :) Jo
Blocked From Sending Emails from a Deal Where Primary Email Addresses are Invalid
As our company grows, one of the more frustrating things has been to inability to even draft an email for a deal where the primary contact's email address is invalid according to Zoho. The problem is that we don't want to send an email to the primary
Is there a way to show sum of two columns in Dashboard component?
Is there a way to summarize two columns in the report and show the amount in the Dashboard component? To be clear: I want to show on y axis two columns but summarized together. X axis Deal owner Y axis Sum of Deals + Sum of Fees (for ex) but I want these
How to re-order mandatory questions when setting layout rules
Hello all, my question is, when creating a layout rule to make certain fields mandatory when a stage is changed in a deal, how can I re-order the questions when they appear on the "verify details" popup? When creating layout rule, I add the question in the order I would like them to appear, but once they appear on the verify details popup they seem to be random. I am using this for a type of service being performed, and once the stage is changed to "completed" I would like the mandatory fields
Ability to Create Records as part of blueprint transition
In workflow rules, "create record" is one of the available actions. It would be very helpful if this was supported in Blueprint transitions as well. The workaround is to use custom functions but most CRM users are not comfortable writing deluge scri
Creating lead from does not trigger review process?
As the title suggests, I've set up a lead review process to be activated for a specific lead source. However, when I tried to create a lead from an email within Zoho CRM with that specific lead source, the lead gets added instantly without triggering
Zoho Finance Bug: Custom Buttons no longer work within Zoho Finance Module. Only response is "An Error Occurred"
This is a major bug that started happening on Monday for us. I was onto support for 2 hours and they confirmed the bug. This has crippled our operation as we run a ton of automation based on these custom buttons. To replicate scenario - Open the CRM Finance
My products & Vendor products
I would like to make separate entries for our products and our vendor's products. That is, for each product we sell we have one or more vendors that supply that product to us - with their own product number and cost. I created a lookup field for Products on the Product page so I can associate each vendor product with our product that it corresponds to. It then created a "Products" related list in the Products module, but it does not show up on the Products page. I've tried re-ordering the related
Deals and Reports
Hi there. This is a potentially really dumb question, so please no judgement! New to Zoho and trying to help a company navigate how they use it. This company I'm working with is only using Leads and Contacts. They've never used Deals for any sales opportunities/sales
Function that update the Contacts module from the Invoice module
Hello, i want to know how i create a function that check the location at the invoice and updates it at the Contacts. Thanks in advance. kosta
Is it possible to add a server for email relay when using a personal gmail account?
I'm having issues setting up a server for email relay. Is it possible to add a server for email relay using a personal gmail account? I keep getting a message that authentication failed I've verified that the email address and password are correct.
Share several registers all at once
I'm wondering if the sharing of several registers all at once would happen in Zoho ? Sincerely, Alexis
Cannot get a "Due and Past" report
I'm sure someone has tried this - I hope successfully. I'm trying to get an ACTIVITY report that shows all my TASKS, CALLS, and MEETINGS that are still outstanding/upcoming, but not in the future. I can get this to work with TASKS, but when I try to add
Gravityforms error "The field cannot be found"
I am using GravityForms with the official Zoho CRM Add-On. I have set up a feed to create a new contact on form submission. However, the contact is not created, and my debug log shows: ERROR --> GFZohoCRM::create_contact(): The field cannot be found
Script that creates a deal when a product record is assigned to a contact
Is there a deluge script that can handle this process? Creating a deal when a product record is added to a contact record. Thanks
CRM API V2 Python Example Needed
I'm new to Python but was able to create an API connection using API version 1 to my Zoho CRM. I've tried for the last two days to write a Python script based on API version 2 but having a very difficult time. I've tried to use the examples in the API documentation but its just not working. I was hoping that someone could show me from start to finish how to write a very simple Python script to display a list of modules. I'd like to see how the API is initiated and how it makes the header calls and
Can Zoho Booking update a Lead in Zoho CRM?
I've been searching online and I can't find a way to do this. I want to be able to send a Zoho Bookings calendar to a customer, have them fill it out with a time slot, enter their name and email, then update a custom field in a Lead record in CRM with
is Multiple organizations in CRM coming?
Hi, I Just noticed in the CRM App for iOS that you can choose "Organization". Right now there is only a way to choose between production and sandbox environments. But is it in the pipeline to be able to manage two different organizations with the same
How do I set up ZOHO CRM to handle multiple companies
I need to use ZOHO for multiple companies and the data sets and screen views are significantly different that my existing ZOHO CRM database. There is only two users, myself and my assistant. We will both need access to each companies CRM database.
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