API Get Recors of Leads Module doesn't retrieve all records
Hello, I have some problems with the api Get Records of Module Leads. https://www.zohoapis.com/crm/v4/Leads Until sunday 08/01/2023, with this API I could get all lead records, but today I can get only 4354 records out of 36710 I have in the crm. I could
When to convert lead...
We are a healthcare company and have leads who complete a meeting, then complete labs, then consultation, then prescription (order win). 1. Should we convert the lead to contact when they set up the meeting? Or after the meeting? The meeting is typically
Can I trigger a workflow based on a related record field value?
I have a string of triggered workflows to create a task on an opportunity. Task 1 gets created when Opportunity stage is changed to a value "Get Meeting". When Task 1 is completed, it triggers the creation of Task 2. When Task 2 is completed, it triggers
Recognizing Weekends on workflow automation
Hi, Many times, client wants to follow up exactly 48 hours after a lead is created except for the weekend. Does Zoho have any plan to add more flexibility to their workflow to address this limitation? Is there any other way to address this. Please advise.
Community Digest - December 2022
Hello there, folks! Here's the last piece of the pie. With this December digest, our digest series of 2022 is complete! Take a look. Announcements: New enhancements in Zia: You can now organize, measure, and scale your business activities with the help
Attachment Upload Fail in CRM
I am unable to upload a PDF attachment to a contact in CRM. CRM attempts to upload (blue loading bar), and then states "upload failed." I have restarted my browser and computer. I also tried to save the file as a JPG and the upload still failed. I checked
Unable to read Account using ZDK.Apps
I'm trying to read an account with the following line of code: let r_AccountDetails = ZDK.Apps.CRM.Accounts.fetchById(v_AccountID); I know v_AccountID is a valid account Id, but r_AccountDetails is always undefined. I've tried hard coded account ids,
Change the origin of the meeting emails from the organiser to the company or another user
Is there a way to change the meeting activities so the emails are sent from the company email address or from another user [ie the host]
'Stuck' Function
I created this function and associated it with a workflow rule - which has since been deleted - but the function still says associated and won't let me remove it? Any ideas?
Sort by Created Time Not Being Set
Am I missing something, but when I order my leads by created time (desc) it only works until a new lead is added and then it returns to the default state of order by asc. Is that normal behaviour?
Function to Map a Text Field to Pick List Within Same Module
OK, so following on from this post - https://help.zoho.com/portal/en/community/topic/simple-function-for-field-equals-another-field-within-the-same-module - I kind of have it 'half' working. My scenario is I have a Gravity Form select field that a lead
Enhancements to Motivator: Hierarchy-based targets, dashboard reordering, and more
Dear All, Hope you had a great start to this new year! Motivator is a great tool for motivating your team to achieve target goals and rewarding them with points or badges as they reach different milestones. You can define your own KPIs, set sales targets,
Extension pointers #6: Working with widgets to power up extension capabilities (Part-3)
Widgets are useful for exchanging data between the third-party applications and Zoho CRM, as well as for displaying the data on a customized basis within Zoho CRM. They let you create customized UI interfaces that allow the data to be showcased through
Default Value for Pick List doesn't work
I have a custom pick list on the Jobs/Potentials pages. It is set with the default value as one of the choices from the list. If you create (or clone) a Job/Potential, that pick list shows the correct default value on the initial setup/edit page. As soon
CRM Dashboard - Today's Leads - Change Date Range
Is it possible to create a dashboard widget/module that shows, for example, this weeks/months leads rather than just open leads or today's leads? I'd like to have a module that shows all leads for the last 7 days.
Update field to capture user that last updated a specific field
Novice here. Looking for guidance on a script that would help me find out who the last person that modified a specific field. Example: We have a custom module and I want to capture which person manually updates a specific field. Whenever 'Custom Field
Custom Module with WorkDrive Integration
Is there a way to have a custom module that has a Zoho Workrive related list? I have a custom module that is managing Legal Cases and need to store case files with custom fields.
What can be done with the Button element in CRM Canvas?
Creating deal's schedules on CRM calendar automatically
Hi there, I'm trying to create a custom function by referring to this topic. https://help.zoho.com/portal/en/community/topic/can-you-create-an-event-based-on-the-dates-of-a-deal but, somehow it didn't work. We are running a photo studio business and trying
Add multiple email messages with one click with Outlook plugin
Hello, I use the "Add email" feature in the Outlook plugin a lot and the current procedure is very time consuming. First you have to select the email, then click "Add email", then wait for several seconds while the plugin is thinking. Other CRMs have
Zeichen in Telefonfeld "()" und "-"
Wie wir nun erfahren haben, sind die Klammern und der Bindestrich keine zulässigen Zeichen in Zoho CRM Telefonfeld!? Das internationale Telefonformat (kanonisch): +49 (511) 92889-0 Aufgefallen ist es uns, dass in Zoho Books eine Straße bei einem Kunden
Leads \ Contacts on Map on Desktop - Similar to App feature
Hello, Is there a way to see all the leads \ contacts on Google Maps when working from the desktop \ web browser version of Zoho CRM? Thanks,
How to lock the deal Stage at creation (Wizard)?
I'm trying to lock the "Stage" field to a certain value so that when the users create a new Deal, they cannot modify the Stage. I've set up a Client Script, and it works when the Deal is created normally. The problem is, most users use a Wizard to create
Mailchimp Sync to CRM
Hi, After having numerous issues with Zoho Campaigns and going backwards and forwards with support and getting no where, during this time we have been exploring Mailchimp as an alternative option and we have found we are not getting the issues that we
Is it possible to know the user's group in new api v4
Hi, since the new api version we can query the groups. Is there a way to know which user is in which group? Thanks
How can we produce a lead conversion ratio report?
We would like to know the ratio of converted leads to acquired leads for each of our sales team members... Is there a standard report for this? If not, what field/attribute combination do I use to identify converted vs. leads with other status?
Custom message notification alert
Hi ZOHO Team, I am looking for a way to send a notification/alert to ZOHO CRM from my ZOHO CRM extension. Can you please confirm/help if I can send a custom message notification/alert to ZOHO CRM. Please share if there is any document for this?
Possible Bug - Charts not updating?
Hi Team, New to using the CRM in Zoho One. I experienced the Deals Insights 'Amount by Stage' displaying old data. I refreshed the page and the data was still the same. Connected to Support chat and they took a look. There is an individual refresh icon
Zoho CRM for Service-based business
There are a plethora of CRM options for you to choose from today, but a dedicated CRM that fits your industry and meets your needs is important to solve your business challenges. Zoho CRM has all the capabilities for service-based businesses, plus more.
Zoho CRM for Serviced based business
Looking to make the leap to zoho. I am very pleased with the features and flexability of the CRM application. However, because we are primarly serviced based company, we do not hold inventory nor do we always sell a physical product. This would require the ability to provide unique line items by discription in the quotes and invoice. similar to what is possible in zoho invoice. and many stand-alone invoice software. Is there any plans in the near future to have the ability to disable the link between products and
Email Campaigns: Sending to Incorrect Leads
For a couple of months, when sending out email campaigns, some of our leads are receiving multiple campaigns when they should only receive one. The system does not seem to be reading the Sales Pipeline from our CRM and therefore not reading the Segments
is my primary email address my login?
If I change my primary email address, does that become my login email address for the future?
Adding the CRM Record Owner to Qwn a Creator Form Record
How do I assign a user to a user field using an email? I have a creator form that I'm creating from a CRM deluge script and tying to the Deals module via a related list. I need the Deal Owner to be the owner of the Creator record to view the record in
API search incorrect results
Hello, I'm trying to build a small script that would fetch a lead that has not been contacted, and I tried many different search criteria without any luck, here's one of them- https://www.zohoapis.eu/crm/v3/Leads/search?criteria=Lead_Status:starts_with:Not&per_page=3
Font change for Zoho CRM
Hi! Has there been a change in fonts in Zoho CRM recently? I'm using text in Greek (e.g. contact names) and it used to appear OK, but the Greek fonts currently look quite bad. I'm assuming there was a change in the default English font, but as there is
Copy Related List from one Module to another
I have a module API Name = "Recommendation_Library" This module contains details about recommendations and has a related list module API Name = "TYSK" In a third module (API Name = "Recommendations" I am creating recommendations by Look-up Recommendation
Some Workflows stopped sending mails
Hello to all! For months I have been using several workflows to automatically send mails to business partners and customers when certain conditions in the Deal are met. Since the 23rd of December no more mails are sent for some, but not all, workflows.
Different Default Email for Different Modules?
I have created two different Modules: SS Leads and LK Leads. My default email address is currently set to bk@ss.com (example), which is the email address I would like to default to when communicating to leads within SS Leads. However, I would like to
Zoho CRM Unified Document Template Builder
Hello guy's i'm from CRM7 Brazil Premium Partner, and i have a customer use-case, they would like to have their Sign Fields recorded as templates, so each time the user clicks on send with zoho sign, the signature fields and others don't need to get dragged
Data Storage Updated Successfully
I regularly see this message pop up at the top of Zoho CRM. It stays on the screen for only a few seconds then disappears. A google search of the phrase "data storage updated successfully" returns zero results. I'm not finding anything in the documentation
Next Page