Is possible to have two lead/contact modules?
I have two types of leads/contacts: patients and students. I would like to have a contact/lead/deals module for patients and another contact/lead/deals module for stundents. To work with patients I renamed the following modules: Leads to Potencial Patients Contact to patients Deals to Medical Record I think it would be better to have a separated modules for students and for patients. If it's not possible to do that, can I achieve it by doing different layouts for students/patients? I would have toThis Week in Zoho News - CRM Zen Show Episode 120
Click here to listen to the podcast. Zoho News Zoho Updates Apps for macOS Big Sur Apple's macOS Big Sur is here, and Zoho has updated 6 apps that are ready now - Bigin, Books, Invoice, Expense, Inventory, and Notebook. Zoho Recruit October Update RoundupGenerate URL to access to a Zoho FORMS from contacts
Hello, When we have a contact, we can send an email with a link to a form in Zoho forms. This form, prepopulate the data of this contact record. We have an URL field in our contact module, so we would like to have that link available and registered inDatabase Marketing
Marketing Lists Direct, Inc. is your source for targeted marketing business lists, email lists, sales leads and mailing lists. We also provide Marketing Lists Direct, Inc. is the most up-to-date Business Address Database for commercial enterprises withinZoho Form to Desk integration keeps creating new contacts.
Hi, We have created a form via zoho forms that our clients use to request new users to be added to our software. The form then submits a ticket on their behalf on desk via the integration, however I have noticed that when doing so, it keeps creating theZoho Recruit API Authentication
Hi, I used the steps here: https://help.zoho.com/portal/en/kb/recruit/developer-guide/authentication-token/articles/using-authentication-token#Generate_Auth_Token to fetch auth_token but when I make a request I get the error: # #Fri Nov 13 02:08:13 PSTFile storage exceeded
Hi, Anyone have an idea why some users have loads of file storage usage? Deleted and inactive users are taking all my file storage and now I cannot use the CRM as I could before. I exchanged several emails with Zoho support and also spent over an hourCan i take workflow usage and make it as a report?
Hi, wanted to know if i can take any workflow usage and make it as a automate report that sending it to my email? i am attaching a workflow usage for exampleCreating a csv file when a new record is created (converted a lead to customer)
Hi Team, I am wondering if there is a way Zoho CRM (with a custom function and workflow rules), automatically create a CSV file when a lead is converted to become a customer. Any help is greatly appreciated. Thanks!Using allocated API calls every day
Hello, Is anybody else having a problem with limit on API calls using WooCommerce and Inventory? We are using our limit before the work day is finished. This is causing incredible problems. Information won't load to website etc. I would appreciate anyWhy doesn't my auto-number field show on invoice and format question
There's a note under the Auto-Number field that says it is not visible when creating or editing the invoice? Why? Also, if I try to define the next number as "00000x", it gets changed to "x" stripping out the leading zeros. Is there a way around tHow to include data from related record(s) in an email template.
I'd like to trigger an email if an account status changes to cancelled. That's the super easy part. What i'd like to also do is include information from any related potentials so that we know who the last potential owner was and how much that potentialLanding Page
Hi there, I'm following for a while a specific thread about a question regarding a Landing Page application and I heard that by the end of this month, or the end of the 2nd quarter according to an answer of this thread, you'll launch such application. Will this timeframe be accomplished? I'm eager to see a landing page platform from Zoho so I can stop using others that are not on my Zoho One account. The thread that I mentioned: https://help.zoho.com/portal/en/community/topic/email-landing-page-form-campaign-marketing-hubThis Week in Zoho News - CRM Zen Show Episode 119
Click here for the latest podcast and news. Zoho News PSA: Authtoken Deprecation For Analytics and Projects Both Analytics and Projects are going to stop accepting Authtokens for authentication. It is recommended you switch to Zoho OAuth Tokens The BiginEnter basic Organisational data at one for all Zoho One apps
Hi, Is there an option of adding some basic data at one for all Zoho Apps. This data could be Organisation name Organisation Address Organisation logo Time as per location etc. As it become quite annoying to add these data almost everytime for a differentZoho analytics API
I have a windows desktop application and would like to connect to the API with oAuth. I cannot use the normal method as we do not have a redirect URL as it is a windows application. I want to try the self-client option , but it looks like i need to generateZoho CRM Blueprint + Module Task = Deluge?
Hi Wanted to know if its posibble to integrate from blueprint and when the trigger its pushed i want to making task + popup on the excute time trigger wish to know if its possible and also if somebody write for me a deluge?Workflows not trigger when created by a function..
I can't figure out how to get my workflows that are set to be triggered on record creation to trigger when record is created using a function. The function creates a record in a custom module when deal is set to won, it works just fine. The workflowsZoho Projects have been broken since May 8 - No solution provided
I opened ticket #40539004 on May 8th. Since then no solution has been provided to me. I have constantly received messages saying "we fixed the issue" but it is not fixed. Further, I have done three screen shares and each time I show the same error toHow to trouble shoot program
The program no longer responds to request and picture icon no longer shows up.This Week in Zoho News - CRM Zen Show Episode 118
Click here for the latest podcast and news. Zoho News New External ID Field Support In Zoho CRM When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM's records. To meet this need Zoho has introducedUnderstanding Google Sheets for Zoho Flow
Hi In the next week I will need to design a flow and hoping someone in the community will help with inspiration. I've dabbled in Google Sheets before but was frequently getting an error that related to too many calls to google sheets, so I turned it offInline editing of Tasklines (instead of always have to open a seperate screen & close again)
Hello, As you know Inline editing of Tasks/Tasklines is very easy to use (and very time- & click-saving). Therefore i, and quite some users with me, do not understand why Inline editing of TaskLines & Tasks is still not possible in the Zoho Apps (notZoho One for Multiple Organization under a Parent Company
Hello Team, we would like to have the best solution for below-mentioned applications with custom development & integration HR - Complete Hire-to-retire solutions - Zoho People + Zoho Recruit Finance - Zoho Books for Accountings, Zoho Invoice for InvoiceFormstack Documents - Zoho CRM integration -- can you use relatedlist/subform data?
Hi, I would like to know if the Formstack Documents - Zoho CRM integration allows for the use of subform data (related list). I know that when I generate a Formstack Doucment via Zoho CRM deluge API call, I can fetch for exemple the data of all my contactsZoho Projects - few questions
Hello, I have few questions regarding Zoho Projects: 1. When I create a project. I have to create milestones and later on the task list. Only then I am able to create tasks. Is it possible to create tasks without task lists? So only milestones and tasks...Trigger workflow/webhook from analytics to Zoho CRM?
Can Zoho analytics trigger a workflow or webhook to Zoho CRM? We have a sum column in one of our dashboard which we would like to use to trigger a field update in Zoho CRM. Thank you!Triggers for CommandCenter
Hello, I am trying to figure out in CommandCenter whether, when you add multiple triggers, if ALL triggers need to be met or if ANY criteria need to be met. Ideally you would specify but I am beginning to think that ALL is the default and only option.How to score a lead in Zoho CRM when a form is field in Zoho Forms
Hello, I have created some forms on Zoho Forms that are related to contents you can download on our website. Depending of the forms, I would like to be able to score a lead in Zoho CRM. For example, if a lead fills the form A, I add 10 points. If he fills the form B, I add 20 points. Zoho Form is synchronized with Zoho CRM. I don't see this option in Zoho Forms. In Zoho CRM, If I want to create a scoring rule, I am not able to choose specific forms. The rule would apply to any forms which is notPortal across Zoho One apps
Will Zoho consider a customer portal that works across all Zoho apps? I know Zoho CRM, Zoho Creator, Zoho Books, etc each have their own customer portal feature. Our company uses all three of these apps to manage our customers data. To provide our customersThis Week in Zoho News - CRM Zen Show Episode 117
Click here for the latest podcast and news. Zoho News Zoho People Introduces "Office Readiness" This introduces three forms, to help assess if your worksites are ready to function and accommodate employees and visitors: Work Premises Work from OfficeUpdate Call_Status not work anymore since yesterday for overdue calls
Hello, I have a function in deluge who cancel a call if the Call_STATUS is scheduled it works if the Call_STATUS is Overdue it don't work the function : callId = call.get("id").toLong(); callmp = Map(); callmp.put("Call_Duration","00:01");All bank accounts in "Pay Through" list of Banks
Now, when we add an Expense that the currency is set to CAD, in the "Paid Through" dropdown, we only see Bank Accounts that have CAD set as their currency. (so, let's say I also have US bank accounts. They won't appear in the list, because the Expense'sSend invite only to added attendee(s)
When I add someone to an existing meeting, I can send it to everyone or send+me. This means that everyone who has already accepted receives another invite. When I have an existing event, and I invite someone new, the invite should only go to the personCRM products and Inventory /books products
Hi, The bridge that is created to access Zoho books from CRM works well. Would be great to have the products master same between both the products. Currently we have to create them separately. Functionalities like cost/price list etc are all same , but still they are 2 different modules of products in 2 apps. This make it a good feature to make Zone more powerfulWarning! Unverified sender.
I am using zoho mail to send and receive email with my owner domain. In gmail look good but zoho issue Can i fix it? and my headerBest practice integrating a contact us form to CRM?
So, I have a simple Contact Us Zoho form on my website that I'm integrating with Zoho CRM. Integration seems to be simple for initial fields going to the Lead module (name, email,etc). It get's complicated for the form's Subject and Message, which areMask values in options in Zoho Forms to improve integration with Zoho CRM
The idea is simple and part of it is already implemented. Basically, it would be great to be able to assign an alphanumeric value to questions with choices in Zoho Forms and have that value exported to the CRM or for reports, instead of the choice visuallyAre you freaking kidding me Zoho?
My Zoho One trial ends tomorrow - I went to purchase and ... Are you freaking kidding me Zoho???? I'm a one person corporation. You're going to send stormtroopers to my home to riffle through my drawers, tax filings and books (both Zoho hosted and my home) to be sure I'm not hiding illegal employees somewhere????? This is a software license - you're overstepping any reasonable conduct by miles here. Certification of Use and AuditUpon request, you agree to certify in writing that you have obtainedDate / Time Time Between
I am attempting to figure out how to perform a subtract operation on some date times and get the difference in minutes in decimal format. Any help would greatly be appreciated.Next Page
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Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
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A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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