IP Address Block List
We have repeatedly had to diagnose and open up addresses on our firewall to supply access to mail integration in CRM. This is becoming a weekly occurrence and causing frustration with users. Can you please publish the entire block of IP addresses we should white-list?
How to Get more than 200 records using COQL Query API
Hey, There is limitation with COQL query API that returns 200 records in a single API call. How can i get more than 200 records with COQL. Thanks
Global Search is Broken
Global Search is broken because of several reasons: 1. Global search does not sort results by relevant order a. If searched words "apple orange kiwi" results display any results containing all of those keywords but does not prioritize the results
API to get Group members / see which Groups a User is a member of?
IS there an API to get Group members for a specific group and to see which Groups a User is a member of?
Enhancement for layout rules
Dear All, We've introduced a minor change related to layout rules: mandatory fields to be checked for APIs. Using layout rules, you can configure conditions and define actions to be taken, like showing fields, showing sections, showing subforms, and
Select which Campaign Member Status options are counted as a Response
Salesforce has a very helpful feature that allows you to select the Campaign Member Status values that are considered to be a Response. Salesforce also allows for the total number of Responses to be displayed and reported. This allows for a single way
Filter Campaign Member Status options by Campaign Layout
Is it possible to display a subset of the Campaign Member Status Options based on the Layout being used? I run several different types of Campaigns that each have a unique set of Campaign Member Status options. I am planning to create a unique Layout
Using Zohor CRM Manage Calendar Booking
Hi, Id like to use the CRM's Calendar Booking feature. We have viewing slots available starting 10am. Each viewing slot is 75 minutes. I can edit the Meetings Duration to be 75 minutes, however, on the interface thats shown to a customer, the timeslots
Sales Cycle Duration Calculation
Can someone advise how the number of days are calculated for Sales Cycle Duration? Is it from the time the Potential is created to the time it moves to won/lost/other? Or does it have to do with the age of the Contact? Please advise
Deals, products, forecastsand quotes
Hello, I am new to CRM coming from SFDC. I am trying to set up a sales program using CRM for sales forecasting and customer quoting. What I am unable to understand is how to update the actual quantities of products that are part of a deal which ultimately
Multiple choice field with an option to type what you want
Hi. I want a multiple choice field with 5 options and an option to type what you want if the above options do not match. Is this possible?
Can't retrive info from custom fields
Hi! I can not retrieve information from custom fields with Zoho CRM API. I have no problem with the default fields, but does not work with custom. From Web Application all the fields work very well, the issue is only through the API. Regards.
CRM - Show client folder inside Account details view
Hi, For each account, we have a designated Google Drive folder. In this folder we store all documents related to this account. We'd like to think of ways to "bring this folder" into Zoho. The idea is not to upload/download files to Drive, but more of
How do I implement Zoho CRM with Flutter?
I want to create an app that will print out all users from a Zoho CRM using their rest api. these are the instructions: 1. Get authorization token
2. From authorization token, get access token and refresh token.
3. After one hour, I use the refresh
Zoho CRM Meeting - access participant list via outgoing webhook
Hi We have a webhook been fired , when the meeting is created inside zoho CRM. What is the way to add 1 . Participants emails in the webook as a parameter thanks AJ
webform leads do not have "Lead Status" assigned
Hello, Is there a field that is used to set the "Lead Status" to "New Lead"? Right now, new leads generated from the WebToLeadForm have a blank "Lead Status". Thanks in advance for your help! Rob
How to create a button in Accounts to create a new estimate with Zoho Finance suite
Hello, I'm trying to create a button in Zoho CRM Accounts module, so our sales can directly create a new estimate regarding this account. I've tried to follow these steps and make it work for the accounts module which is supposed to be easier : https://help.zoho.com/portal/en/community/topic/how-to-create-an-estimate-in-potential-module-with-selected-product
When is new email parser coming out?
Hi Ive signed up to the early release a few weeks ago, and I still cant see it in my account. The page where I registered says that I will see it in my account when I signup. Any news? Thanks
How to get Payment Module records in Zoho CRM integration
Hi Team, We are building integration module with Zoho CRM. We are interested to get Accounts, Invoices , Orders and Payments data. While I see that Accounts, Invoices, Orders can be fetched but could not see Payments module records. Can
Zoho CRM email parser - can you upsert records?
Hi, Can the parser upsert records or only create new records? Thank you
Automatic Deleting a Lead
Hello, I understand there is no straightforward way to automate deletion of a lead (that is, moving to Recycle Bin)? I'm using a service which mostly syncs junk leads to me. They name all leads in a standard way so I can set up a workflow rule to mark them as junk but I see it would be more efficient to move them straight to the Recycle Bin. I look them up in the service in question, anyway, so can manually fish the rare good ones out of that Recycle Bin as needed. Just less work for me this way.
Extension Pointers - Simple yet significant pointers #8: CRM variables
Getting and setting CRM variable values in an extension CRM variables come in handy when you need global access to a variable across an entire extension. There may also be a need for user-specific data, which the user must provide at the time of installation.
How to Auto close deals
RJ Rohit Jain Question 2 years ago Answered Dear everybody We are using ZOHO CRM & we are creating many deals automatically . we would like to auto delete such deals which we can do with particular contacts. Thanks.
Query for custom fields from CRM Deals api
Hey Zoho Team, I'm curious if its possible to grab custom fields created in a module, in particular from the Deals module. It doesn't look like theres a way from the docs, but wanted to check to make sure. Thanks in advance, Andrew
Profile Security Permissions / Contacts
Is there a way to to change security permissions of profiles based on field selections within a contact card? I have both Customer Contacts and Vendor Contacts stored in the "Contacts" Module. As you can see in the image below, there is a mandatory field
Auto create deal's events on CRM calendar with specific text name
Hi there, I was wondering how I can add specific text when I create deal's events on the Zoho CRM Calendar via deluge workflow. With the code below, the events title on the calendar would be [Deal's name]. However, I'd like to add specific text before
Uptade the value of a field based on the selected look up record
Hi, Could you let me now how to "copy" the value of a field depending on the look up field record selected? For example: in the "Products" module, I have a record called "Product 1" with the price field set as $1,000.00 and then I add a new Deal with
Contacts do not show after updating contacts through importing
I have managed to update contacts' information by importing a csv. file into Zoho CRM. Now the problem is the updated contacts do not appear in the contact list unless they are searched for specifically by email. Any ideas why this is happening?
email suddenly includes salutation ?! how to remove?
Hi, It's a huge problem that CRM now includes the salutation in the displayed name of emails, when using a email template. Correct would was and will be: simply only "john.doe@email.com" NOW (when you send a lead or contact a mail template): "Dear John
CRM Client Script .setValue for lookup field
Hello, What would be a correct way to setValue to a lookup field via client script? I have tried passing the id or the name value, with no luck. Is there a trick? Thanks
Shopify Integration - Customers being created as 'accounts' in CRM
Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'
Yesware integration
Hello. Yesware is the missing link I've been looking for in email / crm / erp. It tracks opens and clicks - that is, for those who use Gmail or hosted Gmail. http://www.yesware.com/product-tour Yesware integration would be great. Yesware already has
Deleting Accounts record without deleting Contact Information
We have a B2B and B2C side of our business. In Zoho CRM, we use the Accounts module for our B2B side of our business, but for B2C customers we only keep them as records in Contact Information module. Periodically someone accidentally creates an Accounts
UserLookup field in node sdk 2.0
Hello, I am having problems with a UserLookup field and coql query. My query is: `select First_Name, Last_Name, Palveluasiantuntijat from Contacts where Service_Name = blabla`; Can I access for example the Palveluasiantuntijat (this is the userlookup
Sales Order and Purchase Order linking in Zoho CRM
Is there a way to link/relate a Sales Order to a Purchase Order in Z CRM?
[Email Intelligence] Possible to "exclude" some url from rewriting by zoho ?
Hi ! I would like to know if there is a way to "exclude" some links in an email template to be replaced automatically by the "Email intelligence" function of zoho (CRM and other modules). As of today, if we want to avoid zoho to replace a link/url in
Auto Add products to Deal/Opportunity
Hi All Looking for some help. I am looking to auto add products to a deal based on additional fields within the system. E.g a Picklist box that says transfer or register, depending on the outcome will associate the relevant product to the deal. I have
Workflow automation between two modules
Hi, we would like to know if workflow rules can allow us to automaticaly change the value within a multiselect custom field if the status of another field in another module change too. Here is the case: We have in Contacts Module a custom field named
Send Mail deluge function from issues
Hello, We are using the deluge sendmail invoke url. We have been successful when sending it from our super admin email- hard coded. When we attempt to change it to zoho.loginuserid we get an error on the from. Here is the code: toEmailMap = Map();
How to set email reminder in Task?
Hello, when I create a new task, and activate the reminder I can only choose PopUp, but I would like to choose E-mail reminder. What do I need to do to get this working? Regards, Peter
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