Use Zoho CRM or Zoho One as an e-mail client
Hello, is there a way to use CRM or Zoho One as a sort of e-mail client? I imagine this kind of workflow: the user login to his/her CRM or Zoho One account he/she can find and read all his/her email he/she can decide what to do. For example: reply to
Account hierarchy
Is there a way to show the full hierarchy of accounts and members like in the picture below? If not, I think it could a great addition to have a better view of how companies from a big/complex structure are related.
Empty field-values in validation rule function
Hi ! I've written my first function in deluge script which acts as a validation rule of a field in crm leads. The function works but some fields are without a value, I've double checked the value exists. For example the system field entityMap.get("First_Name")
MANDATORY_NOT_FOUND error when inserting a Quote via the REST API
I am trying to create a Quote via the REST API. I have tried submitting the same data as is described in the documentation here: https://www.zoho.com/crm/developer/docs/api/v4/insert-records.html I have tried both v2 and v4 of the API. I keep getting
Filter Contacts by Account fields
Hi, How can I filter Contacts by Account fields? Example: Filter Contacts by Industry criteria. Thanks in adavance, Rui
Customizing Zoho CRM: Exploring Fields, Modules, and Workflows
Hello everyone, I'm currently exploring different CRM options for my small business, and I'm considering Zoho CRM as one of my top choices. However, I still have a few questions that I'm hoping the community can help me with. Firstly, I'm curious about
Any call+SMS (as all-in-one) extension for Zoho CRM?
I've been researching this for a few days now and still have a question: is there a single plugin that integrates both calling and SMS? I see dedicated SMS extensions with no calling and I see lots of VoIP services which people use for calling via Zoho
Why is Leads treated separately to Contacts and Companies?
We are mew to Zoho so forgive me if this is a stupid question! We are trying to understand why "Leads" is called "Leads" and this is separate to Contacts and Companies? We are used to inputting new contacts straight into the CRM system as a company but
Kaizen #73 - Portal #APIs [Part II]
Hi everyone! Welcome back to another week of Kaizen! In continuation to our previous post on Portal APIs in Zoho CRM, we will discuss more on user groups and users this week. Let us consider the case of the automobile industry. In such a case, you may
Need to trigger a workfow in Accounts module when a custom module is updated
Hi hoping someone can point me in the right direction - I have an Accounts module API (Accounts) that has various custom functions running through workflows that are triggered through create and update triggers. I also have another custom module called
Discovering Duplicate Records
Hi, Short of using Merge and De-Duplicate or running a report regularly, I am wanting the ability to be able to see if there is an existing contact record held within the CRM if the Phone number is represented elsewhere in another record within the same
Client Script addStyle - Which CSS styles can be set?
Hello I need to restrict the image size of the image on a canvas custom record page. I have set the id of the image to TestElement1 and I can hide the element using setVisibility or change it using setImage. However, when I try to use the addStyle function
CRM Leads open in a new Tab, can this be changed?
Hi there, I am currently using Zoho CRM and when I click on a Lead Record from within a report the Lead Screen opens in a new Tab in my browser. Is there any way at all to get the Lead Screen to open in the existing Tab? I am ending up with numerous Tabs
Is there a way to mask/encrypt the URL configured for Button Actions in CRM?
Hi, I have a button configured with Invoke URL action in Leads Module. Here the URL is a public URL going with parameters from the Leads Module. Query is: 1) Is there a way to mask this URL (i.e. when we click the button is there a way to hide the address
Tag users/groups in the description tab in deals
During the process of the deal, the agent would place the information about the Deal in the description, which often needs to tag a user or group to inform any particular dynamics of the system. How feasible is this to be implemented; ie, tagging in the
Mailing list by Industry
Hello, Is it possible to create a mailing list by Industry? I have seen that it's possible to create mailing list, but it's only based on customer/ contact names, but not based on Industry. Idea would been collect mailing list with emails by certain industry.
Change Lead Status field to editable (not read only)
I have a blueprint designed to work the Leads Module. The Lead Status field within a lead's profile is currently set as Read Only, with a lock icon, not allowing for a change to the current state, as defined in the blueprint. Though the lead status
Sending form lead to people in specific order
Hi I have form online link to my CRM. I was wondering if it was possible for people to receive the form or the lead generated by the form Exemple I have people A, B and C I want the 1st lead to go to A 2nd lead to go to B 3rd lead to go to C and 4th lead
Email not showing in module and not syncing/showing emails in contact page.
1. There is not option to click on email in the modules on top and view my inbox. 2. emails being sent to the contacts in gmail is not showing in the contact page email section.
Email Merge adding all contacts to one letter?
hi We are using Accounts list to create a filtered list to mail merge and send contacts a email. Using sub-form in merge tool for contacts Full name. This account has two contacts??? I want it to produce separate letters. Private & Confidential Mr. Richard
Enhancing the Information Displayed for Contacts within Accounts
I would like to change what Information is listed in the columns below. When I view an Account and scroll down to view the multiple contacts at that Account, the below view is what I can see. If I want to see more information, such as the person's Title
Zoho CRM php SDK error
Hello, I've been getting this error with the zohocrm/php-sdk and i'm not sure how to resolve it. PHP Fatal error: Type of zcrmsdk\oauth\exception\ZohoOAuthException::$file must be string (as in class Exception) in ... ^ How would I resolve this error?
Lead Conversion - Make Company Mandatory
I do not want to have Company as a mandatory field in Leads as in our business we do not always have the company name when we get a new lead. BUT I do want company to be mandatory on conversion to contact. Does anyone know a work around for this?
Deluge Function to create a custom module is only working sporadically...
Hi I hope someone can help we have a Deluge function to create a custom module record when a Deal is created. recently this has only been working sporadically. I've also tried to recreate the function as a button to allow me to "manually" create the record
I want search which sales order line have specific product ?
Hi all, I want search which sales order line have specific product ? How can I do that via deluge?
Zoho PHP SDK issues after updating environment to PHP 8.2 - dynamic properties depreciated
In addition to "zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)" addressed here: https://help.zoho.com/portal/en/community/topic/type-of-zcrmsdk-crm-exception-zcrmexception-file-must-be-string-as-in-class-exception There
How to avoid junk leads
Is there a way to bypass junk leads to zoho or can we put some secured/encrypted URL to submit the form to prevent lot of junk leads in zoho?
Zoho CRM Formula Field in Linking Module
It will be a great addition to have a formula field in the linking modules. For example I have a linking module that links Accounts and a Custom Module called Product Types. The linking module copies Revenue from Account and Minimum Budget from Product
Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)
Upgrading an app from PHP 7.4 to 8.1, using the same zcrm_oauthtokens.txt file and zohocrm/php-sdk-archive 2.2.1 I get the following exception Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception) Any idea what causes
Tracking participants' availability within the Zoho CRM mobile app
Availability of people is something which is hard to find these days. Keeping track of it is altogether a different story. On the Zoho CRM mobile app, we can track the meeting invitation status of the participants within the meeting record. Before diving
Can we reflect or sync Zoho Books customer status in the CRM?
When a customer is made inactive in Zoho Books, is there a way to reflect that status in Zoho CRM? I can't find a field to sync between Books and CRM. Are there any workarounds?
Marketing attribution/ ROI
Dear community, We're now starting to figure out a way of measuring the impact of all our marketing activities against the amount of the won deals in CRM, using CRM functionalities. I know this is a difficult topic. Rough ideas would be a system of touchpoints
Generating a Report showing all Products assigned to Deals
Hi How can I generate a Report showing all Products (and their prices) assigned to Deals? For example, I need to generate a report showing all Deals in 2020; what Products were assigned to each Deal; and theprice of those Products that were assigned to
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact. MyAccountAcc
zuid value and profile photo integration?
We want to use the profile photos of the users by getting their zuid values through the API. Although the profile photos are set to public, when we want to access the photo when the user is not logged in, it gives an empty avatar instead of the user's
Canvas Templates - Sharing user created designs to the public
It would be great if you could share your Canvas template designs with the public. I'm sure there are companies who will design templates at a premium but there are also people who would be happy to share the designs they created for free. At the very
Duplicate Application
Hey guys, I have a travel company that helps students to get their visas to their universities, I have a problem with duplicate students' reports, for example, I have student X who wants to go to a university, for example, he applied to AB university
Is it possible to use placeholders in task names?
Hi there, I have created a workflow that creates a task associated to a custom module on a field update. My question is, instead of having a fixed task name like 'Enable Provider', is it possible to create dynamic task names that take information from
Zoho CRM Navigation Menu changes
I am confused. I am starting to use ZOHO and have been adding contacts leads etc, but when i initially log in to ZOHO I can see "Documents" as an option on the Navigation bar (see below), however, when I return to ZOHO some time later the documents option
E-Mail Module in Zoho CRM not visible
Hey :) The Module "E-Mail" is not visible in Zoho CRM... What can I do to see it again?
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