• Standard Field Lengths

  Hello, Sorry if this is basic but is there an easy way to find out the length (e.g. number of characters) allowed in each of the standard fields. I could do trial-and-error I suppose but I'm really looking for a list of the standard fields with the field length for each. Thanks, Chris

• PHP SDK in CRM: can the logger be configured to output to stdout or stderr, instead of being an instance of com\zoho\api\logger\Logger

  Hi, I have a few questions for you: 1. When I try to use a different logger, using php SDK with Zoho CRM, I get an error message Argument 1 passed to com\zoho\crm\api\InitializeBuilder::logger() must be an instance of com\zoho\api\logger\Logger For someone

• Zoho Form : ULR of the page on which the form is filled

  Dear All,  I am using a Zoho form on a Wordpress website (https://www.holidays.sharaftravel.in/tour/form-test/) and the form is integrated to Zoho CRM to push the leads generated.  However I wanted to get the page url on which the form was filled in the

• Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.

  Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by

• Update a date field using a function

  Hello all,  My sales team wanted me to create a button in order to log calls easily. Now my function works fine, but they want me to add couple of lines so a specific date field would be filled automatically after the activity is created. Note that the

• Customer segmentation

  Hello, Is anyone else having trouble segmenting their customers using CRM? Everything is fine except for frequency. I am segmenting the accounts by the invoices, and I want to use frequency like amount purchase per year. But the only option is total amount

• Zoho CRM C# API LogIn

  Hi guys, I hope you can help me with this one: I’m developing an App using Unity3D (the game engine, which uses C# and JavaScript) and so far I’ve been able to access the Zoho CRM API correctly, getting refresh and access tokens, making GET and POST requests.

• How to organize a meeting with several decision makers -(participants) from the same company?

  Hi The case is quite common of a meeting to be organized with several decision-makers of the prospected company. From the CRM, the invitation is sent to a main contact in the company who should be able to invite other participants in turn. If a link is

• User tags not human readable from Notes

  Hello, We have a Zoho Flow where we post new notes to a slack channel. The issue I'm running into is that if the person who posts a note to a deal tags another user, then the string version of that note is not human readable. What the note looks like

• Add contact to CRM without two-way sync DESK

  Hi, For our company we cannot use the two-way sync DESK <-> CRM, because it will fill our CRM database with loads of unusable leads/accounts. Therefore we have set the sync to one-way. Though, in some cases we WOULD like a new contact to be added (to

• Can you automatically create a Deal (Zoho CRM) every time a Deal Form is created/submitted (Zoho Forms)

  Hello there, we have a Deal Form for sales guys in Zoho Forms that we ask them to fill out. Every field matches a corresponding field in CRM, it looks like it's doable through an API but I'm not sure how to do it in Deluge.  Would anyone be able to assist

• Add a subtask to my Zoho CRM as a task

  Greetings, I hope find all good and safe! It is not being possible to add a subtask to my Zoho CRM, the link to add to my CRM appears always (when creating the subtask, after in the subtask list when the subtask is selected), but when I click on these

• De 10 beste redenen om Zoho CRM te gebruiken

  Zoho CRM biedt alles wat je nodig hebt om meer leads te krijgen, sales te vergroten en salesprestaties te meten. Hieronder lees je 10 punten waarom Zoho CRM een krachtige en efficiënte oplossing voor klantbeheer is en hoe je het meeste uit Zoho CRM kan

• Campaign Syncing With ZohoCRM Contacts Only Showing for Main Account User

  Our main account user 6B Architect has setup sync to pull all contacts from ZohoCRM but no contacts show for any of the other Standard Admins setup in the Subscriptions system. I don't see any permissions or setting I can change that will enable all users

• Massive data erasure from a field

  Hello, I've been manually collecting birth dates from my Facebook friends and entering them in CRM for a year, each day. I recently realized that I was entering birth dates that I already entered in the past. To my shock, hundreds of records got that

• Renaming / Editing links in "Attachments"

  It would really make sense to be able to edit / rename a link after it was attached to a potential. Will be especially useful for G-Drive and Dropbox folders relevant to the potential. Listing the links as Notes or in an extra field is an inefficient

• Business Unit Permissions

  Hi, I have 2 business units using the same Zoho CRM. I've set up user groups so that they can't see each other's views and reports. How can I set permissions so that they only see certain contacts in the database also? Or - see all contacts, but can only edit theirs? Thanks, Jenny

• Sub Forms

  Hi, has anyone come up with a good solution for using the features of sub forms without having to pay the hike in subscription costs? Our Account records need the ability to add secondary data elements, eg where a customer has multiple IPs for equipment.  

• "Start Sync" button not working on CRM - Desk integration

  Hi! I added the Zoho CRM integration from Marketplace and authenticated. Next, on the page "Configure Accounts and Contacts Sync" I selected Two-way Sync, Email(Primary) for mapping and mapped the fields for Accounts and Contacts. The "Start Sync" button

• view event participants

  Why can't I easily see the participants in an event? I add them, I choose NOT to send an email to them regarding the event. And then I can't find any history of their participation in the event? You'll see that I actually have TWO participants in this

• Can we have predefined estimates or estimate templates?

  Hello, all of our estimates always include positions like: - planning - montage - electric installation - maintenance An estimate for package A includes following positions: - material A - appliance A - planning - montage - electric installation - maintenance

• Can't login in Zoho CRM Outlook Plugin

  I'm using Outlook 2010 32 bit, and in the last 2 days i haven't been able to login in the outlook plugin with my Zoho CRM Credentials. I haven't changed my password and  was working before. Only recently changes in my system were 1 - installing a service pack for office 2010 and 2-installing windows 8.1 preview.  Any help would be appreciated. 

• Push Data to Zoho CRM as lead and/or contact

  My campaign is going to both leads and contacts. There seems to be ONLY a global setting to send data back to CRM as either leads OR contacts. Is this true?

• CRM - Deluge - For each record

  Hey am not sure how I would write this script below: This is for Schedule Function. API names Module: Leads Field: Sched For each record that Sched == “AA”  && zoho.currentdate == 10/10/2021 THEN Update Sched  == “ ”(empty) For each record that Sched

• Quote Module, custom button for email, email not generating or being sent from Zoho.

  Problem Custom Button: Deluge outbound email fails to generate or send from Quotes Module Environment: Zoho One, CRM, Writer, Work Drive, Outbound Email. Confirmed Good: Email Settings, Deluge Code. Testing Results:  Button testing redirects output to

• Welke lijst van sectoren gebruiken jullie in Zoho CRM?

  In Zoho CRM heb je een dropdown veld "industry" in de modules "leads" en "accounts". Deze standaard lijst vonden we niet echt gepast aan onze noden en we hebben de bestaande waardes verwijderd en vervangen door onderstaande lijst: Gezondheidszorg en welzijn

• Unable to assign an activity to a record

  When creating a call "to contact", it is possible to related it to a deal or other record such as a company etc. When creating the same call (or other activity) for a lead, that option is gone. What is the reasoning behind having this option removed?

• Webinar: Improve customer engagement with Zoho One's CRM-SalesIQ integration

  Zoho One comes with an array of well-integrated sales applications including Zoho CRM, a dynamic customer relationship management software, and Zoho SalesIQ, a real-time customer engagement platform. This webinar will teach you how to leverage Zoho One's

• Kaizen #19- C# SDK

  Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the C# SDK. What is the C# SDK for Zoho CRM? C# SDK allows you to create client C# applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the SDK acts as a middleware between Zoho CRM and a client C# Application. What can you do with the C# Software Development Kit? You can use C# SDK to

• Lead Conversion Error

  Im getting a "Parent field length should be less than or equal to the other field length" error when trying to edit Lead Field Mappings. I understand that the leads field needs to be the same size or smaller than the mapped field in contacts or accounts.

• Webinar - Nieuwe Canvas Functie voor Zoho CRM

  Wij nodigen jou graag uit voor de Webinar over de nieuwe Canvas-functie van Zoho CRM! Tegenwoordig zien alle CRM-softwares er hetzelfde uit: rijen met data op een witte achtergrond met een contrasterende kleur bovenaan en aan de randen. Dat is NU verleden

• E-Mail overview on account level in CRM

  Hello everyone, after some discussions, it seems like it's not possible to show all E-Mails that were sent to contacts accumulated on account level - as long as the were not sent directly from CRM. As of now, in the linked list for E-Mails you have to

• Keeping track of payments in CRM

  L.S. I need a way to keep track of tuition payments of my students in CRM. Students receive an invoice toward which they make payments (in installments). Unless I open up my (non-Zoho) bookkeeping software I have no clear overview of this. There is a

• Create Meeting in CRM Calendar tab in Outlook - Show meeting under client´s open activities?

  Is it possible that when I create a meeting in Outlook through the Zoho CRM tab and add a clients email adress as a participant of that meeting that the Meeting in Zoho CRM automatically connects that meeting to the client in Zoho CRM i.e. display the

• CRM Sync to Campaigns doesn't update fields that change in CRM?

  We are using Zoho ShowTime to run webinar sessions. People who register for webinars are then pushed to Zoho CRM from ShowTime as Contacts (but we will be shortly updating this to Leads). Then, we use the Sync Services in Campaigns to pull the webinar attendees from CRM to Campaigns for follow-up. If someone has registered for the webinar, but not attended, we have a workflow in Campaigns to send them a 'Sorry you couldn't make it' email.  However, we've recently noticed that people who have registered

• 5 Ways Zoho CRM Increases Customer Retention

  Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers. Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existing

• How to insert a Choice field value into a new lead

  I am inserting lead info from another data source.  My code below worked perfectly until I tried to add a lead source.  From the source data, "LeadSource" is a string.  In CRM.Leads I assume because its a dropdown field it is a Choice<string>.  How do

• Booking to CRM Create Lead

  Currently, when a customer signs up for a booking event the integration creates a Contact. I want it to create a lead, and and associate an Event to the Lead. Is there a simple solution for this or do I have to do some kind of API?

• How to Add Latest Order Last Modified Date to Accounts

  Hi Is there a way to always display the last date an Account has purchased on the Account page? I know I can add my Orders module as a list view but I would like to have it on the Accounts screen as I want to do a formula from that field. Thank you

• How do I create a Credit Note from Zoho CRM

  Greetings to you all! Hope somebody can help me with this one.... Here's the issue: When I create a Deal on Zoho CRM, I create a function to create an Invoice in Zoho Books. I need to create a Credit Note the same way when I create the Invoice, in case

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