• Zoho Desk Tickets

  Our Zoho desk tickets are no longer getting assigned to the specific user and no notification is being received when a new ticket is opened. Any idea on why this is happening?

• Spaces within Zoho DELUGE Script / Workflow (CRM)

  Hello, I'm using a workflow in CRM to update a text field. Below is the line of the code that matters: orderedLength = shoulder + "__________(TRY: "+tryOnLength+"          ADJ: "+lengthAdjustment+")";To be clear, I've added an arbitrary 10 underscore "_" characters into the string before the word "(TRY" and I also added an arbitrary 10 blank spaces before the word "ADJ" My problem is that the spaces are being ignored such that output looks like below: 20__________(TRY: 21 ADJ: -1) The 10 space characters

• Automatically create invoice in Zoho Books when a status changes in CRM

  We have a custom module in Zoho CRM that tracks some of our work. When the status of an item is changed to Complete, we want to automatically pull the pricing info (also stored in that custom module) and create an invoice in Zoho Books. How do I do this? Do I need to use the API? 

• Creator not allowing me to create a crm potential

  Accounts, Contacts, etc. are all working within my code, but when I try to add potential I get the check required field is entered correctly error. Not sure why Potentials is the only module that is having this issue but it needs to be resolved

• Custom Picklists and CRM API - Not Supported?

  Hello -  Not sure if I'm missing something, but it appears that I can't access the custom picklists that have been added to my organization's 'Cases' type via the API.  I've inspected the returns from the getFields method (https://www.zoho.com/crm/help/api/getfields.html), as well as the returns from the getRecords method (https://www.zoho.com/crm/help/api/getrecords.html), but neither of these show the field I'm looking for. Is this not supported, or is there something I'm missing in my call signature?

• Website Contact Form message field

  The CRM webforms only seem to be useful for creating or updating leads/contacts.  I do not see anywhere how to set up a simple contact form and integrate it with Zoho CRM.   It was suggested to use the description field or create a multi-line field for the comment field of the form in the Lead/Contact section but that makes absolutely no sense.  What happens when the next time someone contacts us via the website?  That field will be replaced and the previous comment lost. In the form I'd like a Name,

• How to pull Client Email address into a Task?

  Activities are the least customisable of all the Modules within CRM. Why? I need to pull the Contact Email field contents from a Contact Record into a Task when I create it. I want to use Actions or Workflows to send an email template to the Contact associated with a Task when I mark it, change its Status to, "Complete" As in Dear Client, We have shipped your widget, etc., etc., etc. Any ideas how this might be done, I am prepared to create a Custom Module that looks and acts like a Task in order

• Improve webhooks parameters in the User Defined Format

  Hi there! I have idea to improve webhooks parameters in UDF. Add entity with all properties in custom format, like: ${Module::format}. Example: ${Leads::json} Result: {"Lead Id":"1234","First Name":"Jack",...and all other params in Leads entity} This template is more better and simple for clients. Because you do not have to manually write a list of all available fields in UDF. And if these fields are still added / deleted - this must also be observed to.

• Deduplication not working effectively

  I'm finding deduplication is only successful on the website version of Zoho CRM. When our consultants are entering leads or clients via the mobile apps or the Outlook plugin they are not prompted that the company they are entering is an existing contact in the CRM.  On the website version, as the contact's company is being entered we see this: Much like Google it begins to predict the name of the client, prompting users to select the existing one where applicable. The fact that this does not happen

• Ability to select and merge accounts like on Zoho Desk

  It would be useful if we could merge client accounts in the CRM like we can with tickets on Zoho Desk. Here is an example of the function as it exists in Zoho Desk: It would be useful to be able to merge accounts in the CRM where perhaps the same account was entered twice but the name was spelt differently making it unable to be picked up during deduplication.

• HOW CAN I CREATE CATEGORIES IN CONTACTS?

  MS OutLook allows the creation of categories - a helpful tool to group contacts.  For example, if you wanted to create a category within OulLook for all contacts with green hair you could create a GREEN HAIR category and tag all relevant contacts.  Similarly, you could create a category for NEW ZEALAND.  In short, CATEGORIES can be a very useful tool to sort/group/sub-sort/link CONTACTS.  ZOHO CRM does not import categories created in Outlook.   How do I create CATEGORIES (or something functionally

• Zoho CRM-Forecasting

  i have set up a forecast based on: the parameter-  "Sales Price" i enter a quarterly target of $35,000,000. When i run it i get an error- "                                                                                                                                        "Target Mismatch" and all data is shown as 100%- what am i doing wrong?

• Rate Clients (Accounts)

  It would be great if there was a way we could rate our clients in the CRM for internal purposes! I.e. Star ratings or smilies - similar to how you rate feedback after chatting with us  Companies like Uber have adopted this kind of technique. It just helps users gauge how reliable a client is / how good the experience has been in the past :)

• unread leads default view

  How does zoho crm determine if a lead record has been read or not ? More specifically,what fields are used to determine this ?

• Mobile apps don't integrate properly with website

  Zoho CRM doesn't correctly sync with the mobile apps. Examples of errors as follows: Leads App: Compulsory fields aren't all showing as compulsory i.e. on the web version phone number and email are compulsory, on the app version only 'company' is compulsory and all other fields can be deleted or ignored Leads App: App doesn't pick up existing clients causing duplication. If a client already exists in the CRM, should the app not go 'this isn't a lead, the client exists'? CRM App: Salutation isn't

• Custom Module Issues with Phonebridge and more

  So we have decided to go all in on ZohoOne and transform all of our business applications over to Zoho. We are starting with a few applications at a time and figured CRM was a great first app. We decided to build a custom module for one of the lines of products our customers can own. In this module we created the contact info(BIG MISTAKE it seems), purchase info, finance info, tour info, etc. We brought in all our records, got them nice and shiny and started updating them. Our next step was to bring

• Zoho CRM Email Templates - Title being Displayed Missing body content

  Some of the Zoho CRM Email Templates, the Templates Names are being displayed in folder, but when they select the template, the Template body content does not display.

• Is there a way I can deduplicate by partial name?

  I'm wondering if there's a macro / rule I can set up to deduplicate clients by partial name?  Sometimes when people are entering clients themselves they are forgetting things like Pty Ltd on the end of client names, so 2 client organisations are created that are actually the same.

• It would be good if custom fields appeared in Leads app

  It would be good if the custom fields created in Zoho CRM Leads module carried over to the Leads app by default. Our organisation would like some control over the information being entered into the CRM via the business card scanning app. Currently our consultants have to click on settings in the app and select the custom fields for them to appear after they've scanned a card.

• Insert a record to custom Module with a related item field

  Hello, I'm currently integrating the Zoho API into my system, I'd like to insert a record for my module (let's say CustomModule 1) with a related item field linked to Accounts module. But I'm not able to send the Id of the associated Account in the tag <FL> Error message is returned : You have given a wrong value for the field * My related item field to Accounts * Has anyone ever encountered this problem? Thank you !

• Document and file management inside Zoho CRM just got simpler - zDocs for Zoho CRM

  Managing files and documents with Zoho CRM as a database just became easier- Introducing zDocs extension for Zoho CRM. Write, view and scan documents inside Zoho CRM using the zDocs desktop application. The extension has a web browser built into the programme,

• Is there a way to update a Lead Owner once they have been converted?

  I have mass imported leads to our CRM (on behalf of my organisation) and by default was selected as the Lead Owner. I then discovered these leads were existing accounts, so I have converted them accordingly.  Once I converted the leads I changed the contact owner to the correct person owning the account, however when I set up dashboards on my home screen I can see it looks like I have converted 80% of the organisations leads. Is there a way I can change the lead owner so our dashboard statistics

• Unique/Custom CRM Field Auto Update after Form Submission... Possible?? Workflow or Custom Function?

  Hello, I have been chatting with support but not getting very far.  This is most likely a programming question. Disclaimer, I am not a deluge programmer. LOL What I am trying to do is create a custom CRM text field auto-update, when a Form is submitted. This field needs to be unique (no duplicates).  It does not have to be system-defined as No Duplicates, if the custom naming function would work, because it would be done automatically. You can see, more or less, what I am trying to do in the attached

• Unable to tag other Zoho Users

  I noticed today I was unable to tag other zoho users in cases while filling in notes. Usually I type in @(Insert Name Here) but nothing happens when I type in the trigger character. Any ideas as to why this feature stopped working?

• Confidential Deals in CRM

  Hi there, One of the guys in my team has asked if Zoho have anything in place to hide confidential deals in the CRM? Restrict the access to just him for that particular job? He is apart of a wider team, so he will need to share some of his other deals, however some of them are private and cannot be viewed by other people in the organisation. How can I set up a private view? Is this possible? Thanks!

• How do I assign tasks and reminders to others in CRM?

  Our projects have multiple owners who share responsibilities across the lifecycle of a deal. Is there a way the primary owner can assign a task or reminder to members of his team? Or better yet, a way to automatically have team members receiving the same reminders and notifications as the owner?

• Outlook contact integration

  It would be useful if there was a button 'add to Zoho CRM' within the actual contact card

• Ability to add tool tips to default fields

  It would be useful to add a tool tip to the default module fields created by Zoho i.e. probability, amount For some of our staff, this is their first time using a CRM and we want to make it as easy and informative as possible for them.  

• Unable to click on users

  I am an Administrator of our CRM account and I am unable to click on selected users under Setup > Users Some of our users are appearing as 'undefined' and when I attempt to click on them the red bar across the top of the CRM page loads continuously.  We've logged a ticket with support and have made no progress with the development team. It's been 4 days since the issue was reported, and our users are unable to work in the CRM.  Is anyone else having this issue? Can anyone please help?

• User Performance Component

  Hi, I'm looking to create a component where I can track YTD sales amounts for each of my salespeople. I would like one component to show me the following columns: 1. User Name 2. Closed Deal $ Amount 3. Open Deal $ Amount.  The problem I am running into is that in creating a report, I can only use two columns, User Name and Amount. The problem I have when creating a custom view, is it must have a column for every deal, whereas I only want the User, Amount closed, and Amount open. Any help would be

• Announcements: Zoho CRM Developers Console

  Hi All, Meet Zoho CRM Developers console. Most common  methods are supported, and others come in the nearest future...  Public URL: https://apigee.com/i.vatsenko/embed/console/zoho-crm  "Must have" tool for all Zoho developers  Enjoy :) Merry Christmas and Happy New Year ! ______________ Igor Vatsenko http://malthinae.com http://zoholic.blogspot.com

• SIP integration with Zoho CRM

  Hi our company is Zoho reseller in Russia. We need to find easy solution for integrating CRM with phone channel for our customers. Now we want to set it up for our company and then replicate for customers. Our company uses http://www.mango-office.ru/ for telephone communications with our clients. Now we want integrate Zoho CRM and phone channel. I asked technical support of Mango and they say that the best solution for integration is using SIP method (VOIP). Could you tell me how can I integrate

• CRM Lead Title

  Hi All, I want to give a feedback if is posible to consider adding to the CRM Title the name of the lead. When yo have multiple tabs, is very difficult to identify which tab is the one you need to review due all tabs have the same name... Thks Andres Parilli

• ZOHO CREATOR NOTES (CRM STYLE)

  Hey guys! I'd like to create a notes field in my Zoho Creator form that automatically time/date stamps the note...and allows me to continue adding more notes by clicking a button such as "new note". This function is available in Soho CRM...BUT i'd like to build a similar function within my Zoho Creator...is this possible? Thanks!

• Populate other form fields based on a dynamic Dropdown selection

  I am using a dynamic Dropdown field to pull in filtered records from the CRM Vendor module e.g. CRMresponse = zoho.crm.searchRecords("Vendors","(Vendor Name|starts with|A*)"); for each vrs in CRMresponse { Dropdown:ui.add(vrs.get("Vendor Name")); } reference: https://www.zoho.eu/creator/help/fields/add-to-picklist-dynamically.html I now need to Auto-populate other Form fields based on the selection made within this drop down. e.g. pull in the "Email", "Phone" etc fields from CRM for the selected

• Zoho CRM Workflow Custom Function Reload

  Hi All, I've created a Workflow Custom Function for our CRM that is working properly. The custom function is designed to update field values on the current record. Example: Record 1234 has 3 fields, a lookup and 2 text fields (that get populated by the custom function based on what the lookup value is)       Fruit (Lookup):  APPLE         Color (text): RED       Type (text): FRUIT My Question: The custom function works properly, but after saving the record, I have to reload the record in order to

• Mail Merge & Zoho CRM Broken

  Since sometime in the last week or so we have found that every attempt to mail merge results in the attached error. "There was an error in creating merged documents please try again later" This is happening for all our users regardless of what machine they use. One of our users wasted a ridiculous amount of time with online support yesterday and in the end had to go home so ended the support call. I'm posting this here in the hope that others with same problem might acknowledge it and hopefully provide

• Desk to CRM data transfer

  Hello Dear Colleagues! I have complicated situation when one exemplar of module "Contacts" could be associated  with more than one exemplars of "Accounts". In this case comes up problem with correct matching tickets with Account. So we created custom field in Ticket form, which is manually filled with correct account name.  Is there any work around to parse tickets by ZDeluge, and, if text in custom field check with Account name in CRM, script gets ticketID and add it in custom Multi-line  field

• Send data from Zoho CRM to Teamwork Project

  Hello everyone, I created a function that is supposed to set up a milestone in Teamwork Project (from teamwork.com) but I can't make it work. I don't get any response code so I'm kinda stuck here, can anyone tell me what I've been doing wrong ? Here is the Teamwork doc, and the milestone reference. I noticed that Teamwork expect the POST request to be made with HTTPS, but the postURL doc from Zoho doesn't say anything about that, can it be an issue ? Thanks in advance Oh and here is the code : createTeamworkTask (string Quote_ID,  string Auth,  string Project_ID )

• Conversion Rules

  Hi, We are looking for a solution where a Lead can be created with minimal amount of required information (First Name & Last Name) but before the Lead can be converted to a Contact, the Lead's Email & Phone Number fields have to be filled. We can set "Required Fields" in Contacts which only applies when a new Contact is created but these rules DO NOT apply when a Lead is converted.

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