• Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.

  Hi, I am really hoping someone can help me figure out where I am going wrong.  I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this

• How to get 0 if my result is a negative number in one formula.

  Hi, im new to formulas and zoho, i made one but i dont know how to implement one "if", tried several times and i got sintax errors. This is the formula ${Capittala.No. Visitas cierre}-(${Capittala.VC1}+${Capittala.VC2}+${Capittala.VC3}+${Capittala.VC4}) It works, i get results but i can get negative numbers and my client doesn't want thatZoho gave me this if: If(${Loans.Decimal 2}>0,${Loans.Decimal 2},0) And i dont know how or where i can put it, tried on the formula itself but it gave me error.

• When I upgrade from Free to Standard will payment come out straight away or do I get invoiced and pay one month later?

  Hello, As title says: When I upgrade from Free to Standard will payment come out straight away or do I get invoiced and pay one month later? Thanks Danny

• Can CRM pull a value from other modules

  In the CRM I'd like to open a Contact and see the date that a task was completed. Is it possible to use Zoho Projects to do a project somehow connect the completed date to the contact record?

• notice to development team wrong field title on CRM

  https://crm.zoho.com/crm/xxxxxxxxxxxx/settings/email-deliverability/email-auth at above link in CRM  Form title is  Add domain button in Add domain   but field title email address:

• datetime issue

  I getting issue with datetime field (v2) Now I am passing datetime value like below 2019-08-06T10:05:00+00:00 And showing value on CRM like below 08/06/2019 03:45 PM There are no issue with date. just issue with time field. I want same that I send with curl api

• Checkbox help too far

  When adding a custom field in Books form, it seems the help is quite far away from the checkbox. You really have to know it's there. Screenshot: In CRM, the help text is nicely positioned next to the label... I suggest Books should take an eye on CRM

• CRMでの商談の自動生成

  ZohoCRMのプロフェッショナルプランを使用しておりますが、お客様に対して1年契約のサービスを提供しており、ご契約頂いた際には必ず1年後に更新確認を行っています。その場合、商談のステージを受注にした際に自動的にサービス更新の商談を立ち上げるにはどのようにしたら良いのでしょうか。 自動的にタスクを立ち上げることは出来たのですが、出来れば商談として作成したいと思っております。

• Exporting Email Analytics

  Hi, I love the stats that the CRM gives us in reporting on email opens / clicks etc, but there's no functionality to export this as a spreadsheet? Can we have this as a feature please and does anyone have a workaround for this in the mean time?

• Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.

  Hi, I am really hoping someone can help me figure out where I am going wrong. I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this

• Problem with account activation

  Hi, I have a problem with activation of an account of my CRM. When the user receives the mail for the activation and open the link to the moment of enter the password and click on "Create account", throw this message: "We can not process your request now. Try again later or contact support@zohoaccounts.com" I've already tried removing and re-creating the account, but it's still throwing me the same message. Can you help me, please?

• Compare 2 fields of type date and time in CRM by Deluge

  Good morning Zoho team, I need your help, I am performing a personalized function in which I verify that the data that has been entered in the subform, before going through the management approval, have the correct prices. Before that, I need to know if the date of inclusion of the data in my subform is less than my management approval date I have the following if(Datecomp(fechaInclusionAccesorio) < Datecomp(fechaAprobacion)) {             //Function In Sub Formulario } else {             info "Not

• Zoho CRM Custom Function to Create an Event

  Hello, I'm trying to create an event via a simple custom function, but I'm not having a lot of success. Here is my code: crmEventFMAP = Map(); crmEventFMAP.put("Subject","test"); crmEventFMAP.put("Description","test"); crmEventFMAP.put("Start DateTime","2018-03-28 08:00:00"); crmEventFMAP.put("End DateTime","2018-03-28 09:00:00"); //eventinfo = {E} res = zoho.crm.create("Events",crmEventFMAP); Unfortunately, the event is not being created when I run the script. What am I missing?? Thanks!

• Zoho CRM Date import from call logged on Android app is incorrect

  My zoho android app (confirmed I'm on most up to date version this morning) is syncing calls to CRM with the wrong date format in the call start time field. The format is coming in as 12/31/1969. I made the call last week and need the date appropriately logged. 1) Is anyone else experiencing a similar issue or suggestions on what to check? My phone obviously has the correct date and time format for my region. Also, when I go into the call and "edit" in zoho/web app, there is no easy way to edit this

• Sandbox testing Zoho CRM

  Hi Z Team, Having a sandbox testing function for Z CRM would be a great help as i am always looking to improve our system however some of the changes can be quiet a different way of thinking or working. This is where Sandbox's come in as they allow admins to write new work flow rules and test new ideas before changing breaking the system or the old way of working, potentially losing information and costing money! Please Please add this function as soon as you can!

• How can i make a create quote/sales order from a record button?

  If anyone has already acheived this what script did you use?

• Retrieve Zoho CRM Info links via API

  Hi, On the main Project page there is a link showing "CRM Info" which links back to the CRM Account & CRM Potential associated with the Project. Is there any way via the API to retrieve this information? Or alternatively is it possible to get the Project associated with a Potential via the CRM API? I can't find any documentation on either of these. Thanks

• CRM adding Google Calendar Events for my team

  Hello all, I'm wondering what the best way is to port Google Calendar events to my team members when I fill out a "Time/Date" field in the Leads module. My use case scenario: We have Agents who are assigned to meet with a lead at their desired location, after an Inside Sales Associate has discussed a Time/Date. I need the Inside Sales Associate to be able to select this drop down menu, and have it copy this event over to the respective Agent's Google Calendar. Please advise. Thanks!

• Migrate Hubspot CRM contacts to Zoho CRM using Integration API

  Hi, this is Oscar, from Chile. I have been trying to import all my contacts from Hubspot to Zoho CRM using the tool provided. I have the API code needed but it keeps asking for the Instance URL even thou it clearly says "only if using Highrise". I have been looking for an instance URL in Hubspot but it seems it does not apply to this CRM. Can you please help me moving all the contacts so my team can quit using Hubspot? thanks a lot for your support, kind regards.

• Zoho Sign Generate PDF and Attach to Deal

  I am trying to find a way to automatically generate the Sales Order PDF and have it attach to our Deal as an attachment. I am not sure if this is possible with using deluge. Are current process is in the deal we have a button that creates the sales order (using deluge). then we download the sales order as a PDF then have to add it back to the deal as an attachment. Once the attachment is there then we can use Zoho Sign to send on the sales order. any suggestions and/or ideas would be great. Thanks

• Inventory Item Data to flow to CRM Products

  Hi Team I have created a flow that when an Item is updated in Inventory the changes flow immediately to CRM Products. It works very well but I cannot seem to get the Inventory item "Preferred Vendor" to come through to CRM Products "Vendor Name". Can someone please assist me in getting this to work thanks It would be a great help as its the only field I can't get to work Cheers, Greg

• Update Child Records field (Pick List) when field (Pick List) changes in Parent Record from 2 Custom Modules

  1. I Searched and tried several solutions in this community (like https://help.zoho.com/portal/community/topic/update-all-custom-module-related-records-when-a-contact-is-updated) but so far I was not able to get it working. I have 2 Custom Modules with a Parent - Child (1 to many) relationship. Both have a Pick List with same options. If the value changes in the Parent, I would like the value to be changed in the Child Records as well. The value in the Parent changes based on a date in the same Custom

• Email campaigns from CRM

  Hi.. I just recently found out that emails sent from the CRM to any outlook user can't be tracked until they click the download image option in the mail.  Outlook shows a message that says - Click here to download pictures. To help protect your privacy. Outlook prevented automatic download of some pics in the message. I did NOT add any images in my mail. I got to know that Tracking in zoho can only be done through a specific tracking element and this element is in the form a small pixel image. Hence

• One way to change background color in Zoho CRM

  I too was frustrated by the inability to change the background color (requested feature for quite a few years). I found a plug-in (firefox for me) to allow by-site color changes to foregrounds and backgrounds. I think it works via on-the-fly CSS alterations. Seems to work! https://addons.mozilla.org/en-US/firefox/addon/color-that-site/ Dave

• Getting Accounts with API using search doesn't have subforms.

  Hi, If I fetch an Account(s) without using the 'search' feature of the API I get back the account with it's subform. But, when I use the search feature, the subform data is not the subform object, just an integer. Is there a way of pulling the subforms as well when using the search function?

• 【CRM】複数選択項目のレポート出力

  ポスティングのような案件ごとにエリア指定があるサービスにおいて、商談の項目に複数選択できる箇所を用意して、○○市・○○町などの選択肢の中から必要な分だけ選択する仕様にしているのですが、エリアごとに受注済が何件あるか表示させるレポートが作成出来ません。 色々と試してみたところ、複数選択の部分はレポート軸に設定することが出来ないのだろうと思っているのですが、解決策のアイデアがあればご教示頂けると幸いです。

• Zoho CRM API - Insert and update in one call

  There is Zoho CRM API method: "insertRecords" that takes parameter: "duplicateCheck": duplicateCheck Integer Set value as "1" to check the duplicate records and throw an error response or "2" to check the duplicate records, if exists, update the same. But I want to update and (at the same time) insert my data. When I'm calling this method with "duplicateCheck=2" - only duplicated rows are updated and not existing rows (in ZohoCRM) aren't inserted. Result of this call is - ids of rows updated. Can

• Register for the Zoho SalesIQ User Group Meetup in the USA now!

  Hello everyone! We're glad to invite you all for the Zoho SalesIQ user group meetup. We have a series of meetup planned in various cities in the USA, you can explore more about Zoho SalesIQ, and it's advantages of integrating with CRM. Why should I attend?

• Use Form Data To Fill A PDF Form

  I have an app from which I would like to be able to somehow export the data from it in order to fill out a PDF form. Is there a way I can do this? Also, is there a way I can save that populated PDF to the Documents module in CRM?

• How to add more than one company to a client in CRM.

  I have many clients that have more than one company but I can only add one company to one client, is there a way of adding more company's to one client please?

• Invoices from CRM not showing in Books

  Hi, we have an integration between CRM and Books. Contacts and accounts are synced, but the invoices not. We had checked that the Sync Transaction Modules is active, but still, there isn't any invoice in Books. What do we do?

• Can I order the legend on a CRM dashboard graph component?

  Hi there, I have a graph on a dashboard within Zoho CRM, and I can't seem to order the legend numerically. (Please see screenshot attached). So, we have different stages of our sales pipeline, 1 - 4, but they aren't in order in the legend, and I can't find a way to list them 1 through 4 sequentially.  Any ideas? Many thanks, Chris

• Download CRM Record as a word Document!

  Hello all Zoho Experts,       How can I download the CRM record as a word not as a PDF? This is my customer requirement. Kindly help me in knowing the possible ways to download record in a word format!

• Attachment in custom function

  In Zoho CRM, I have an attachment in potential data. But I can't get the attachment in a custom function.  That custom function is used to push the data into Salesforce using API. Please suggest how can I get the attachment and send to Salesforce using Zoho CRM custom functions. Thanks.

• Convert Your Events' Leads Into Customers Using Eventbrite Extension for Zoho CRM

  Hey, Zoho CRM folks! Have you ever tried to organize a corporate event? It is indeed managing an event is a massive task and handling the attendee details is even more tedious. As an event professional, you surely know how demanding it can get. We have

• How can I create a report based on users roles?

  I need to create a report based on CRM showing the accounts per user role. I don't see any way to get the users roles on reports. Can this be done?  How could I achieve that? 

• Data source ZOHO CRM is not available in My Analytics Project

  Hello, I have a project_a where it have a data source with ZOHO CRM. I cloned project_a to project_b, but my project_b do not have data sources and I can not to add data source of ZOHO CRM, it is possible add it? Thanks.

• Search API not working - throwing 204 Error

  I'm using Python SDK to search on Contacts Module  module_ins = ZCRMModule.get_instance('Contacts') search_result = module_ins.search_records_by_email(self.email) record_ins_arr = search_result.data it was working but suddenly it's throwing  204 Response error_content: INVALID_DATA-The given id seems to be invalid.. Error Details::None Access token is working fine Scopes are: ZohoCRM.modules.all,ZohoSearch.securesearch.READ,Aaaserver.profile.Read What is the problem here??

• Search Records in custom function with boolean field type

  I have a boolean field within a custom module. and i want to select records on the field if its true or not. Tried the below code yBList = zoho.crm.searchRecords("CustomModule1","(fieldTest:equals:false)"); for each yb in yBList  { info yb; } With the above code, i get an error as Error at line number: 1 Missing return statement: Provide STRING expression to return Can any one tell me what am i missing in the above given sample method? Thanks, Pavan

• Zoho Dashboards sync to Zoho CRM

  Is it possible to have a dashboard or page sync with Zoho CRM data in which I can show all my deals and each possible status or stage as a column? Report should be like a spreadsheet. Users should be able to click a radio button on each column to mark in which stage the Deal is. Also, each cell should be colour coded manually, user can change the colour of each step/stage and add a note. When user scrolls the mouse over the cell it should show the note to explain the colour of the cell. Do you reccomend

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