CRM campaign won't show contacts
I have sent out a survey using the Campaigns module in our CRM, but I now can't access the contacts I've sent it to and their status. The section just says "Loading" and never loads. I could access this info with no problems until a few days ago.
Number of sold products in account
Hi, I am using deals for my sales process in my organization. With creation of one deal, I am selling one product. Naturally, one product, can be sold more than once for the same client. When I go back to the account view, in product section I would like
Is there a way to delete related records from a custom module upon deleting a parent record ?
Hello, Is there a way of deleting records in a custom module in CRM through a custom deluge function, when the initial record is deleted ? Let's say I have a record A in the Potential module. When he's deleted, I want to delete records B and C which
CRM for Gmail issue
Recently the "hover" function - Search for email in CRM - stopped appearing. I use Chrome 106.0.5249.119 and have uninstalled and re-installed the extension with no luck. Without this functionality, it's lost of a lot of its benefit, especially since
Select COUNT in COQL
Hello, I would like to execute a COQL query using a COUNT like this : SELECT COUNT(*) as Nbr, Last_Name, First_Name FROM Contacts WHERE (Last_Name like 'MY_NAME') GROUP BY Last_Name, First_Name HAVING Nbr > 1 But the result is : { ["clause"]=> string(8)
Workflow Function mixing data between records
We have a number of workflow functions and suddenly the data is being mixed between records, the functions have been running successfully for over 2 years until last week. Below is the function and the highlighted error
Add fields to Log a Call
In the CRM Setup when I click on field list under Call Settings there is no button for New Custom Field. This option does appear under Events and Tasks. I want to add a Status field to indicate if the call is Active or Completed. Thanks Herb Wexler
How to create monthly CRM Sales Commission Report (organized by User + Product + Account)
I'm sure there is a way to do this and hope someone can help me. We have a number of sales associates (users). We'd like to create a 'commission paid' report for each associate (user) on a monthly basis that includes product(s) sold, cost per product, commission rate per product (varies product to product) and commission paid to sales associate for this pay period (monthly basis). Each month, each associate would receive a summary of their commission paid and an outline to understand which accounts/invoices/products
create a button in Zoho CRM to Zoho Books
hey, I would like to have a "create invoice" button in the CRM Deal module, which brings me to zoho books. In books the new invoice - page should show up with the prefilled customer data.
How to copy and combine two field value to another field?
Hi, I am new in Zoho CRM and not familiar with programming. Please advise how to combine two fields and display the value into 3rd field. e.g. Field One: xxx Filed Two: zzz Field Three: xxx-zzz It is very easy and straight forward to be done in Zoho
Creating records for approval from Node.js SDK 2.0
Hi! I'm trying to make a function in my webapp that creates records that have to be approved to Zoho CRM. I can't seem to find a way to make the record so that it has to first be approved in the CRM before it goes to the official module. The sample code
Display the name of an assigned price book in subform in "Invoices" module
Hello, I am trying to figure out how to display the value of an assigned price book in the "Invoices" module. In the product order subform in Invoice I assigned a price book to a product. But the problem is that I don't see which price book is assigned
Convert Downloaded API Backup to readable .zip file
Hello, has somebody an idea how to convert the result of an API request for an backup into the readable .zip file? I work with PowerShell and I got the API working so that I get a response from /crm/bulk/v4/backup/urls and from the corresponding URLs
Summary total Purchase orders
Hi, I am looking to see if there is a way that I can create a custom function that adds add the total value for a deal that has mulitple purchase orders raise on the one record. For a example fulfil the sale, we may need to order stock from 2 different
Add Invoiced Products automatically to Products on Account
I'm struggling to set up a function which will be triggered when an invoice is created, to automatically add the invoiced items (products) to the Account the invoice belongs to. I'm currently trying to adapt the following code: relprod = zoho.crm.getRelatedRecords("Products","Deals",potid);
How can I pre-populate hidden fields in Typeform?
I am tyring to use hidden fields in Typeform to collect the contact's email address. I tried using the Typeform extension for Zoho, but it is requiring that I ask for the fields I'm wanting to populate via the hidden fields. (Duh. I could do that, but
Calculate related record
Hi, I am trying to look for a way to solve this problem… I do have two custom modules "Subscriptions" and "Subscription_Issues" that are linked to the regular Invoices module in Zoho CRM. When I add a new invoice I can choose: A value in the field "Subscription_Length"
Hide convert button in lead section
Hello, Is there a way to hide the "convert" button on the lead pages. We would like to ensure this is not available for specific reasons. Thank you
CRM WF rule based on Campaigns email behavior
Dear Z Community, Pls see below link. I'd need the same effect but with email behavior from a Zoho Campaigns workflow. In the article just IMAP email from CRM is mentioned. Can we achieve this somehow? Please advise Workflow for Emails | Online Help -
Using an Accont Alias Name for easier locating
We have a lot of customers that have either changed names or have been acquired by larger companies. Is there a quick and easy way to have an alias name for companies so if we search by a new company name or acronym they will appear in the search results?
Using Zoho CRM Integrator (Wordpress plugin)...Form works, but does not create lead in ZoHo
I get no error message...It say's "thanks...." But I can not find the lead anywhere in my ZoHo admin screens.
Workflow Rule If Certain Field not changed in X time
Hi, I need help setting up a WFR for Contacts. I have a Field called AH Level with Statuses AP1-AP8. If the status is on AP1 or AP2 and the Status has NOT changed in 30 days it should Create a Task called "Contact Name has not changed Status in 30 days".
Execute a Scheduled Actions after 5 minutes
Hello Zoho, That would be great having the possibility to execute an Scheduled Actions after 5 minutes. Currently, we can choose between 10, 15, 30 or 45 minutes. I think it's a simple change for Zoho that would bring quick value for customers.
[API] Endpoint for sending mails - all users should send quotes with their own email address (FROM address)
Hello, my main objective is the following: I would like to create a CRM button that can be used by many different people. Under the Quotes module, this button should allow you that you can click on several data records and then send a standardised quote
Photo gallery
I would like to create a photo gallery for the modules (mainly the product module). Could you tell me how i can do this? Await an answer
CRM cannot be used because of SalesInbox
Hy, We have Zoho's Enterprise with 8 users, additional storage, and premium support We have been deeply disappointed with SalesInbox. Despite trying to use it, it still does not work properly. It does not perform the tasks that every MailClient does -
How to change currency symbol Sfr. to CHF
Hello, I just notice in CRM, being in Switzerland we use Swiss Franc. The international symbol is CHF. However it is displayed as Sfr, that is the swiss german writing of the currency. How can I get the CHF symbol instead ? In the Deal module Thank
Product Name Lookup Feature (Inadequate)
There should be an option to filter the products in the "Product Name Lookup" pop-up window by at least the "Product Category" field. Additionally, when the "Product Name Lookup" pop-up window is opened again, it should display the last search/filter
ZOHO CRM New Update 13 - March - 2023
Hello All, ZOHO CRM has updated the JASON format of a record, I am sharing the details below. @Bhoomi Joshi Please confirm if can we roll back this feature because we are facing some issues like we are not able to get the Key and value as
Webhooks daily limit
Hello, Upgrading our plan, we can now use webhooks, but looking at the documentation there : https://www.zoho.com/crm/help/automation/webhooks.html#Set_Up_Webhooks I have found that there are some daily limitation : "If you exceed the maximum count per
Attachments in emails?!
Hi, we enables dropbox CC feature for our sales team , they send many introductory emails to leads/contacts which has profiles and data sheets the issue is that after a while, the CRM storage got full, I checked with Zoho CRM support for a way where I can view the attachment files list and delete the unnecessary ones or duplicated ones, they informed me that there is no way for me to achieve that!! the only workaround is for me to go through all my records one by one (more than 10,000 reocords) and
Only one name in email for customer w/ multiple contacts
If you are sending an email to multiple contacts, how can we do it so that all the contacts' first names will appear in the template? Example: Contact 1 = Mickey Mouse Contact 2 = Bugs Bunny Template contains: Hello ${Contacts.First Name} ${Contacts.First
How to add product list to Zoho Forms
I have two problems I need to solve. I hope someone can help. I am using Zoho CRM for student enrollment for certificates issued. Students need to sign up for certain sets of subjects to qualify for their certificate (there are 5 levels). I have used
Ability to associate emails to a Potentials, Contacts or Leads
Wouldn't it be nice to be able to associate incoming and outgoing emails to Potentials, Contacts and Leads.Other than the recipient or sender. The Zoho Outlook Plugin can do it, why not within Zoho Mail. Many businesses, such as brokers, finance, banks,
Product Lookup List Problem
Hi, I have a product lookup field. When I search the lookup list for products it also retrieves all "inactive" products. We should have an option to include/exclude "inactive" products when adding the product lookup field in the module builder. I deactivate
Account search not working
Hi, If I am adding a contact and when I go to the Account field, a drop down box pops up with account names, but when I start to type a name, it shows No Results Found. Even I type one of the names that shows up in the box before I start to type, I get
Import data from Bigin
Dear All, Zoho CRM provides you with multiple options to migrate data from your existing systems into Zoho CRM with the help of our data migration wizard, thereby reducing the hassle of manually importing data. In line with that, we've now added the option
Focus Group Webinars - Q1 - 2023
Zoho CRM can be allied with other Zoho products to operate business processes and achieve several functionalities efficiently. Generally, all of these integrations can help scale business activities and also save a lot of time. For this Quarter (Q1: 2023
How to creating tag by deluge crm
Deluge data = zoho.crm.getRecordById("Contacts",conid); lastname = data.get("Last_Name"); // info lastname; Account_Name = data.get("Account_Name"); // info Account_Name; Shipping_State = data.get("Shipping_State"); Lead_Source = ifnull(data.get("Lead_Source"),"");
A/B Split Email Testing from within Zoho CRM
Does anyone currently have any sort of A/B split testing happening from within Zoho CRM? We currently use workflow rules within Zoho CRM to send out emails, but are hoping to do some A/B split testing to determine which email work best. Is anyone doing
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