• Contacts with Deals not appearing.

  What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts

• For Each Loop only returns 1st result of List, not the whole list?

  I have a custom function that collects event data from Google calendar using invokeURL. I want to create meetings in CRM from this URL response. The invokeURL response contains over 100 records and works perfectly (code line 2). Then I'm using a For Each

• Force Sync Contact/Account from CRM to Books

  Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially

• Avoid None option in List Custom Fields

  Does anybody know a way to avoid -- None --  option to be displayed in a List Custom Field?  - With Mandatory option selected, you can prevent from saving if user select --None-- value. - With Default value selected, a different value than --None-- is

• Zoho Mail - CRM Widget

  When I click on Associate this email to a contact within the CRM widget, I get "Oops! Something went wrong". This happen when I try to associate an email in a shared mailbox. The widget detect correctly the contact and show his informations from the CRM

• Migrate from crm plus a zoho

  Hello, it turns out that I migrated my account from CRM Plus to Zoho One on the same administrative license, and when I reviewed what CRM, Desk and Sales are, IQ they are with another organization, I do not migrate, for example I enter CRM and I can see

• Sheet view ignores layout rules / How to restrict fields in sheet view

  Hi Problem 1: When editing records in sheet view, layout rules are ignored. This is a problem, because it allows users to ignore some mandatory fields (mandatory in a Layout Rule). (Mass Update does not allow updating of fields with Layout Rules, so why

• Springlearns: How Can Zoho CRM Help Streamline Our Training Program Management and Client Engagement?

  Hi Zoho CRM Community, We are a provider of professional training solutions, and are looking to improve our client relationship management and streamline our training program operations. As we expand our offerings in project management, IT certifications,

• Blueprint automatic transition based on a field in the module

  I've made a Blueprint for sales orders. At some point, we have to ask a subcontractor to contact the customer to agree on an inspection date. If the desired delivery date is less than 21 days from today (Urgent), we want to sent the subcontractor an automatic

• Can Zoho do these tasks? (Long post!)

  Hello everyone, I run a business which helps customers access home energy efficiency upgrades. Our workflow involves generating leads through a Tally form and storing these in Airtable, but I’m finding Airtable’s limitations (such as constant horizontal

• Subform on Detail Page (Standard) - Add Row Button - Validation / Disable Add Row?

  It is possible to validate subform fields on the Edit page using Client Script. However, there appears to be no way to validate rows added using the Add Row button on the Detail page. This allows users to circumvent all validation and add invalid rows

• IMAP bcc emails from my Gmail account to CRM

  I noticed that emails that I BCC to a customer using Gmail, do not come into Zoho CRM via the IMAP. Is there a way to configure that so that we can keep the history on BCC emails?

• Marketer's Space: CRM Integration—Using Deal and Account Properties for Smarter Segmentation and Lists

  Hello marketers, Welcome back to another post in Marketers' Space as we continue our series on CRM integration. This week, we’re exploring how integrating with Zoho CRM helps you access deal and account properties, empowering you to achieve precise segmentation

• Qualify Potential Leads Automatically with SalesIQ Chatbots

  Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,

• attachments from Z.Email to Z.CRM

  Dear Team, I have two your services Z.Mail and Z.CRM. all my communication with clients are in email and I receive many attachments (documents). I need them to be attached to CRM client's account or deal. I can see the CRM info inside the Email, but there

• Zoho freezing constantly

  Have come in today and can't do anything on Zoho as it's constantly freezing. I run all my business orders through this system and I am stuck!!! Anyone able to help?

• searchRecords API method does not work properly.

  Hello. I have encountered  a problem while integrating Zoho CRM. Please find the details below. After inserting a new record into my custom module it cannot be found via searchRecords API method. The structure of the request URL is the following: https://crm.zoho.com/crm/private/xml/CustomModule3/searchRecords?authtoken=MY_TOKEN&scope=crmapi&criteria=(Email:emailtest@mail.com)

• The token does not bind to any CRM account

  I have created a sandbox and I am trying to push products and the thing is that for Production everything is working but in the sandbox {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization

• Zoho Desk Help Center User Personalization

  Hello, I would like to customize my Zoho Desk Help Center portal so that users can see personalized information about their customer profile using widgets or extensions. For instance, I want to display the user's service plan status, products they've

• Create a new ticket in Desk from CRM

  I want to Create a new ticket in Desk when Stage is set to On-boarding in CRM and don't know the best way to do it. First I created a Rule that will call  createOnboardingTicket_Test Then in the function I use this with my actual Organisation ID as ORGID 

• Zoho CRM File upload fail

  Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and could

• updateRecord isn't working

  Hello - I am attempting to pull a project ID from Books and write it into a field in CRM. Please help me figure out why it isn't working - I believe I have everything correct. Thanks! Here's the code snippet: //Get Books Proj ID and write to AFR Project

• Can't create segments/lists based on Account field values in MA 2.0

  Hello, I recently discovered that for some reason you can't create a segment/list that shows all contacts, based on certain criteria from the Account module. For example: In CRM there is a multi-select field in the Account module to manage subjects of

• Is there a way to sync the CRM account owner (user) to Books customer owner (user)?

  Hello, I would like my employees to start doing their estimate directly from Zoho Books and I don't want them to see each other customers and transactions. I checked "Allow users to handle the data and transactions for assigned customers only."  But when

• How can I construct a link to a record in an email template.

  I want to setup up a workflow rule that sends an email to our admin assistant whenever an Account or Contact is created or updated. In the email that is sent, I'd like to have a link to that specific record in zoho. I've tried a few copy/pastes from my

• Seeking guidance

  I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility,

• Quotes - Products - Discount percentage does not work

  Team, I have a layout in Quotes with Products to estimate the budget The thing here is that I've added Discounts to the grand-total (that works fine) and also possible per line. This one does not work: everytime i choose a product, and select the price

• New Email Permission Enhancements in Zoho CRM!!!

  📧 We're excited to share some big improvements in how you access and share emails in Zoho CRM. 📧 Previously, all emails sent directly from Zoho CRM's servers could be viewed by anyone with record viewing permissions, no matter their role. This wasn't

• ZOHO Mail and CRM Opportunities (deals)

  Hi, I wanna to find a tool able to handle many emails per day related to my opportunities/deals stored in ZOHO CRM. Is ZOHO Mail able to make an association between email and CRM opportunities? To be able to store all the chronological life of each opportunity

• How to know / reach a column's ID from a table in Zoho Analytics?

  Hi, I'm trying to find all the views that are dependent on a column I have in a Data Table in Zoho Analytics. The issue is that I'm having sync problems with Zoho CRM because there was this field whose type was changed recently and the import error simply

• Get Lead Data Converted Record

  # Tips of the Day 27 - Jan - 2023 Get Converted Record Data inside the zoho crm the API Call resvp = zoho.crm.getRecordById("Leads", 5388660000014454001,{"converted": "both"}); info resvp; Get data by search Record API search = zoho.crm.searchRecords("Leads",

• Upload Bulk records in Zoho CRM

  Hi, I am trying to upload bulk sales orders into Zoho. The process is so slow via API, so I have decided to change the approach and now I want to upload the Sales orders using csv. Still, I am not sure how I can add the order line products via CSV in

• Understanding Schedules

  I consider myself vaguely intelligent and generally pretty good at CRM type stuff, but Zoho Schedules have got me stumped. I'm sure there is a really easy answer to this, but I can't figure it out. I need schedule to run a particular function each at

• How to delete a record in Zoho Creator from a Deluge function in CRM

  Hello, I've got a Deluge function in the Zoho CRM triggered by workflow with this code, trying to delete a record containing a product code. creatorApiUpdateUrl = "https://www.zohoapis.eu/creator/v2.1/data/xxxxxxxx/yyyyyyyy/report/All_Courses"; payload.put("criteria","(Course_Code==\""

• Bidirectional Sync between CRM and Creator

  Hello. I'm trying to sync a module with a Creator record. For this I've setup a Workflow Rule in CRM that send it changes to Creator and I have added a Workflow on Creator that send data to CRM. This is because operators use the Creator APP and our internal

• zoho crm lead status changed by itself

  something weird here, some leads in zoho crm status changed automatically without any change by me, i updated the lead status as a contact but after some time i checked it and i saw it had changed to junk or something else. any suggestions?

• Notification Overload!! Can we turn off notifications when custom functions run?

  I run custom functions when users create a lead / contact to check for missing data / errors and update automatically. For example: - Leads: if they enter just a zip code I automatically insert the City and State - Contacts: If "phone" is empty I pull

• WHERE TO LEARN JS ZDK Functions FOR ZOHO CRM CLIENT SCRIPTING

  Hello Folks, I have trying to implement some stuffs, in the client scripting in Zoho CRM but I am less in knowledge when it comes to the JS ZDK Library Functions. Like for example, things Like get data of a related field lists, learn functions like generally

• Not able to connect more than one image field to a CRM image field

  It should be possible to attach more than one Forms image field to a CRM image field:

• Upload Image into Wordpress Media via API

  Hi, I tried to upload image from Zoho Creator into Wordpress Media folder via api. I have issues wih my code and I don't knw how to fix it. post_data = Map(); post_data.put("media_urls","IMAGE_URL"); header_data.put("Content-Type","image/jpeg"); header_data.put("Content-Disposition","attachment;

• Next Page