Move unfinished tasks to next day automatically
Dear Zoho community I have a question regarding automatic push of tasks. Our sales agents have a lot of tasks every day and sometimes it can happen that they cannot do all of them on the due day. What would be the best way to move unfinished (open) tasks
French Accented characters
in c#, I'm sending a json post to your api containing accented characters. I've added the header content-type application/json;charset=utf-8 but it it still not working. It shows as "?" in the zoho CRM. This is quite an issue for us. I've read threads saying that this is an ongoing issue for years, is this fixed now? thank you,
Fuction
Hi just a quick question within a workflow at a certain stage can you get it to create a mail merge document and sent it to another zoho user to action once received via email?
Create shareable link automatically inside Zoho CRM using Zoho Docs or Documents tab
I'm currently working with both Zoho CRM & Zoho Docs to handle users & their documents. Once a user is created in Zoho CRM and its documents are uploaded to Zoho Docs, I'm doing the following steps manually: 1. find a document related to that user in
Function
I want all the contact Information of an account record to copy over to a Module I have made called Risk Cost Assessments. So i have a look up field in accounts that will link the two together if an account orders a rebuild cost assessment. What i was
Workflow Rule -> Action of Email Notification is limited to 6 intervals
Hi, I have created a Workflow Rule to send a reminder to course participants 1 hour before the start of the weekly session. Example: A training course will run for 1 hour between 8-9 pm every Monday for 12 weeks (total of 12 sessions). Ref the attached
Is there a new CRM Interface / UI on the Horizon?
Staring at CRM all day, nothing "Pops." Would be nice to have updated, modern looking UI / interface. Is this on the horizon? I've seen this topic addressed previously. In a perfect world, we could also change the way layouts are displayed based on record types. i.e., IF it is a Potential of Type "A" - it would display a certain way with certain fields. Or certain fields could be highlighted. You get the picture.... Thanks!
Direct link from other system
Hello Support team, We are using a Call center sw solutions en we like to make a link-field in the call center software which direclty links to the right contact within ZOHO CRM. Can you explain me how to do this? Thanks, Peter
No responses from Zoho partners - need Zoho support
I have been trying to find a Zoho partner who works with small non-profits. I've contacted several from Zoho's partner page and have not received a single response. I even sent a note to one of the local user group contacts and did not get a response
Blueprint field not updating
Hi! I created a simple Blueprint, where I need a field to become mandatory at one of the stages. However, when the user fills in the field and goes to the next step in the Blueprint, the field stays blank. It becomes yellow like it “knows” it should
How can I create a Buying Customer KPI?
I've been trying to create a Buying customer and QUoted customer KPI on the Dashboard without success. The information I get from the report/KPI does multiple count on the account name, so at the end I get a much higher number of the quoted customers
Match new contacts based on multiple email fields?
I am on the board of a non-profit community organization. We had been using Eventbrite exclusively to manage our members and meeting mailings and meeting check-ins. We wanted a more robust solution and implemented Zoho CRM and integrated with Eventbrite
Mysterious ZCRM_INTERNAL_ERROR: Parameter name "o" cannot be null?
I am trying to create a new Deal using the API and get this exception: What does it mean? I am passing a list with a single Deal ZCRMRecord, all the mandatory fields are there...
Quotes - Copy quote's number to subject field
Hi! I1m trying to copy data from automatic quote number's filed to subjetc's field on quote's module: So, I followed this post (Copying Data from one field to another (zoho.com)) and then Arguments: Code: update = zoho.crm.updateRecord("Quotes",quoteid,{"Subject":Or_amento_Nr});
I can't switch off Zoho Insights!!
Has anyone managed to turn off Zoho Insights? We need to switch off Zoho Insights as it's causing problems for some of our customers. we turned it off 2 weeks ago, but when we send out an email from a template, all of our links in it are still being converted
Add Participant to Event on Creation
What is the best way to add a new Participant to an Event when it is created from a Sales Order? Here's the scenario: Quote job, then convert to Sales Order. Assign a technician to the Sales Order by setting a custom lookup field to a contact. Create an Event for the Sales Order and save it. Add the technician contact from the Sales Order to the Participants list in the Event, so they get notified via email. Note: the technicians are not users, only contacts. First, do you have a recommendation of
Totaling VAT in Quotes
The Quotes Template doesn't provide a VAT total for the products. It shows the individual tax amount for each line item but no total. I can see that there is a Tax field - but this is empty when I put it onto teh Quotes page. There are other totals....
Reconverting contacts back to leads
We want to delete some contacts and place them back into leads. These contacts have notes attached. I was planning to export these contacts to a spread sheet with their attached notes and re import them as leads. Do I need to remove the zoho assigned
Facing problem in uploading Attachments to quote module
i am using curl and xml to upload attachemnet. file path would be like $path = " http://creatorexport.zoho.com/DownloadFile.do?filepath=/1355384663709_theater-in-the-round.jpg&sharedBy=adithya1&appLinkName=ibanquet-lab&viewLinkName=room_templates_View";
Currency printing issue
Hello, We are getting a big blank box in place of the currency symbol, when printing quote or exporting it to a pdf file....
python sdk column with blank
Hello everybody, I want to use the python SDK for ZOHO CRM. In the Documentation is written that I need to use mysql create database zohoauth. The table should have the column user identifier"(varchar(100)), Is this the correct name cof the column? I am not able to create a table with a column which has a blank in its name.
Lame update, now how do I size columns back to where they were?
About a week or 2 ago, I open my Zoho CRM to find some sort of update was made that is inefficient. I used to be able to fit my "Potentials" report with its 6 customized columns nicely in "List View" on my screen, and still have real estate space left
Email signature not allowing pictures
My CRM email signature has 5 pictures at the bottom, company logo + 4 x social network logos. I can only seem to add 2 x social images. In the edit box all four are shown after adding, but when you go back in it has dropped 2 off.
Adding field contents on the fly
It would be much better if an administrator coiuld add values for a field list on the fly from that field instead of having to open up the table. This would be much faster and more efficient. frank
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Can the Product Name in the Products module in Zoho CRM be made to not allow duplicates?
Running into a bit of a problem here with regard to the Products module in Zoho CRM. Our company hardware sales are based off of specific part numbers from various manufacturers. We are not bulk commodity sellers, so each part we sell has a unique part
How to add Notes in Notes Section (Not which is part of fields) in Lead using SDK
I have been following this reference to update and post records https://www.zoho.com/crm/developer/docs/nodejs-sdk/module-samples.html?src=update_records My SDK Version is 0.0.20 I want to be able to add notes to the Lead, but couldn't find a sample in
Not Working - Update record using deluge
I have created a function which checks date greater than 31st March'21 and if true, sums the values I am trying to update the sum value in a currency field i created but it is not updating for whatever reasons, Help :D sum = 30; Custom_date = '31-Mar-2021';
How to get records with the same lookup of another module?
Dear All, I have a custom module 'Bill' which has (except of the other fields) one 'mandatory' lookup field (from the Purchase Order module) with the name 'Related Purchase Order'. This lookup field is a Single Line in the Purchase Order Module. With
How to get lead status history
Hi, I want to get lead status history from API. For example, the timestamp of a lead change from status A to status B. How can I get that?
Can I pre-fill form values within CRM
I am doing an integration need to pre-fill some values when create new lead form opens. Is there a way to do that something like if I open url like https://crm.zoho.in/crm/orgXXXXXXXX/tab/Leads/create?layoutId=182897000000000167&phone=7845129632 to prefill
Questions about rounding taxes after the decimal point
Hello. I have a question about customizing tax rates for Zoho CRM. I can't find a place to set rounding after the decimal point. Currently, it is displayed as rounded up or rounded, but the required rounding is rounded down. Example) Subtotal: 3620 Tax:
Create FY22 revenue field - based on sum of different revenue components with date of expected revenue between 31st March'21 and 31st March'22
Hi, We have 2 revenue components, ARR - Annual recurring revenue, it is a monthly payment that our customer give us. Second is COR - this is the cost of implementation We have made projections on these revenues for deals in pipeline which extend to FY22,
Copy field and paste value in another field?
Hi, I am trying to copy the value of City_Event and paste it in City. Both fields are in Leads. City_Event, Data Type = Pick List City, Data Type = Single Line I can not make it work. Can anybody help me please!
Forumla Field Issue
Hello We custom module called Cell Leases, we have a Formula field called Est Site Gross. I am attempting to update the formula to reflect the different rent values offered by various service providers multiplied by the Rent Index of the site, resulting
ZUG Virtual CRM Meetups - March 2021
We have opened up registrations for the Virtual ZUG Meetups for March 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, an overview of the effective data management and more. Here are the details of
Adding option for "Not Available" or "NA" in a numeric field, to differentiate blank fields between NA fields.
So the task here is to differentiate between when a numeric field is left blank (which might be because our staff didn't remember to record that value), and when the staff tried to get the value, but it wasn't available. One easy way to do it is by creating
Mail Merge send from email
Hi, I would like all our lead owners to be able to send Mail Merge emails from a common email address rather than from their personal ones. Is this possible? Thanks, Katie
Invalid Ticket Id, code 4834
I can't use the API because i'm receiving an error: {"response":{"error":{"message":"Invalid Ticket Id","code":"4834"},"uri":"/crm/private/json/Potentials/getRecordById"}} https://crm.zoho.com/crm/private/json/Potentials/getRecordById?&authtoken=myauth&scope=crmapi&id=372508000001521005 why? before it worked.
How can you upload one document to multiple Accounts?
Is there a way to upload a document or folder one time across multiple Accounts in the CRM, versus uploading the same document to each account? I see that you can upload documents to the library, but you still have to "Add" it to each Account. Is there
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