Zoho CRM/Products slow loading time ...
Hi, We notice the Zoho CRM loading time is very slow, even with just 10 products it takes more than 5 minutes to load the quote/invoice. Is there any maintenance being done?
Update published report
Hello! I have a component of the Analytics module, embedded in a web. To feed a report, as we have. The query is, what is the option so that the analysis information can be updated from time to time? Every 10, 20 or 30 minutes, etc. The following link
Currency field using Java SDK
Hello we are using a currency field and the Java SDK to work with the Zoho CRM. When inserting an object the field requires a Double object. However when we get the field back from the a QueryOperations request the field is suddenly a BigDecimal. I tried
Need to collect information from an external user (probably via Forms) and update a specific record in CRM.
I need to collect information from an external user (via Forms) and update a specific record in CRM. I want the Zoho Form to be sent via a Button in the module. I don't want to use a Workflow. I appreciate your ideas.
Custom value in lead status
Where can i add custom values in the "lead status" drop down?
ZohoCRM and Microsoft Exchange
Hello, We use microsoft Exchange emails and would like to know whether a) it is possible to integrate exchange emails with Zoho CRM just like it is possible for POP emails. b) if (a) is possible, can there be full synchronisation of emails that will
Integration Zoho CRM With Salesforce
Hi, I have a requirement to integrate Zoho CRM with salesforce but I don`t know how to achieve this requirement anyone help me with Salesforce integration with Zoho.
Error
We have added one custom function and running that in the workflow but following errors we are getting please look into this and suggest what we should update in the code. Task: - If any record is Created/Edited in the Contact Module contact's account
New role, new permissions
A customer requested to change one of the user's profile and role of the company from 'Salesperson' to 'Head of Sales'. And so I did. The user can now access some more modules and actions and follow some opportunities of their now subordinates. Problem
Linking Call Logs to Accounts on Import
Hi, I need to import 1500 new accounts and their associated call logs from the past 12 months into our exisiting Zoho CRM. Each call log record has an 'Account Name' field and an 'ERP Code' field that corresponds to the same fields in the Account record.
Edit Sales order subject field
The subject field in Zoho CRM Sales Orders is mandatory. Therefor we use it for customer's order numbers. As this field cannot be edited, there is no check, when the order is created or modified, if the customer's order number already exists. I want this
Is there a way to edit the default Merge Criterias?
In the find & Merge Duplicate for Lead/Accounts/Contacts, is there a way to edit the default Search criterias? or even remove some of them, like it shows Fax on mine. I have to go and set them up to none all the time, because all I'm looking for is the
Savings Email Attachments in ZOHO CRM and also Docs Folder -- will it delete from Attachments Tab?
If we get an email with attachments from a contact that is in ZOHO CRM and we then save the attachments to a Docs Folder --- will the documents still be seen in attachments tab under the ZOHO CRM contact record? We are going to get about 500 emails from contacts -- all with attachments -- and we want to save them to a Docs Folder but also still want them available under the attachments tab in the contact record. Will saving them to Docs Folder break the link in the attachments tab? We are just starting
Sharing my calendar with people outside of my organisation
Hi, I'm looking for a way to be able to share my calendar to someone who isn't employed directly by our company and doesn't use Zoho. I have tried numerous methods but no luck so far. It needs to be: - Live information - Accessible preferably via web
Zoho CRM to Bubble.io API connection
I'm wondering if anyone has had success with setting up a Zoho CRM to Bubble API connection through the Bubble API connector plugin? We are trying to create a customer front end website through Bubble with back end data feeding in from Zoho CRM. The
CRM Quotes - 10th subform field
I am trying to add a user field to a sub form on my quote template But I am getting an error saying that I have already used 10, when I have only used 9
Outil prévision ZOHO CRM
Bonjour, Dans l'onglet "Prévision" de zoho CRM nous nous demandons à quoi correspond la colonne nommée "réalisations prédites" --> Es une formule spécifique ou es une prévision pure basé sur les précédents résultats ? Merci d'avance, Mylene
Subform > Disable user from being able to edit price
Is there a way to disable a user from editing the price of a product added to a subform without blocking their permissions? If you block permissions that the field cannot be pulled into Templates which is still needed.
Client Script - Requested URL is not in trusted domain
Hi, While running an HTTP request, anyone faced the error of "Requested URL is not in trusted domain" This is actually a government domain, so I'm fairly positive it's "trusted". This is happening on Client Script. When running in in a function, it works
Zoho One pop up
Hello, Our web developers are currently working on setting up our Zoho CRM and unfortunately, keep getting distracted by this popup: Is there any chance you can reduce the frequency this is shown or an option to hide it permanently?
Zoho CRM - Connecting 2 Fields - Opt-In Type and Opt-In Date To Manage Privacy
Looking for best practices to create a section to help manage Privacy in the Canadian context. Opt-in; Yes No Opt-in type; Express Implied (if Implied) Nature of Implied: Ongoing private relationship Gave us a business card Publicly posted their email
Using the Rollup_the_Potential_Amount_to_Accounts function - not working
Hi I have a custom function using the above code from the Zoho automation guide (link: https://www.zoho.com/crm/help/automation/custom-functions-programming.html). However, it's not working - the amounts are not being rolled up. The only thing I can see
Custom Field is not showing in API request.
I have added a custom field for the user and it's not fetching the value for the custom field. permissions are set to R&W for everyone. if you check at the below response there is no NetoID field present. { "country": "US", "role": { "name": "Access All
Find all deals with no attachments
Is it possible to find all deals with no attachments at all or less than 2 attachments? Maybe within reports or Zoho analytics? if not with this functionality, can it be built with Deluge?
Help with Custom Related Lists
Zoho CRM has a new feature called Custom Related Lists which allows you to create a new "data type" and attach it to a record. This is supported through the use of custom functions that are build using their Deluge script. However, even using a very simple example I can't get anything to show up. They have documented the existance of the Custom Related Lists and how to add them through the UI: http://www.zoho.com/crm/help/customization/related-lists.html However, they haven't done any documentation
Web form to Lead creates duplicates if contact already exist
We get leads via our web form, and sometimes they already exist as a contact. In this case, creates a new record as a lead resulting in duplicate data. It also sends the lead to be approved so it's hidden and has caused us to not respond in a timely manner if we don't see the email notification. How do I effectively get incoming leads merged with existing contacts? Thanks!
Wildcards in Zoho CRM
Is there anyway to search for a phrase, where all of the results contain the whole and not just any word in the phrase? For example, when I search for 'Dallas, PA' (no quote) it shouldn't return all records where Dallas or PA is part of the record -
Demo_Generated_On parameter of the account module is not present in the results from the API
When I use the API v2 I noticed the Demo_Generated_On parameter is missing in the results for the account module. I noticed it might be represented as another name Demo_Scheduled_On. Can you confirm if these two variables are equivalent
Sync Troubles with Desk
Hello everyone! Our company is new-ish to Zoho. We have Desk set up for support tickets for assisting our clients. We recently added CRM for communication and marketing. We set up a two-way sync between them. Only some data (accounts, contacts, etc.)
Viewing Every Zoho Desk Tickets raised by the Several Contacts Related to a Deal in Deal Module
Hi Team, I added the Zoho Desk related module in CRM and I want to see all the tickets raised by the multiple contacts belonging to a deal under a Deal Module > Zoho Desk section. I tried to add two contacts to a deal and I can see only the tickets raised
Bulk update of new field
Hi, I am adding a new field to a Supplier table called 'Supplier Active'. I'd like to update the field so that all the suppliers are showing as Active. I've created the field and all existing suppliers are showing as inactive. Can I export to a .csv file,
Work-around for inability to archive contacts who 'have left'
Hi folks, We all have customers (contacts) that leave their employeer (account). Currently, there is no way to archive these contact records so to not show up in searches. Worse, if you delete them, emails and activities associated with their activities
Onboarding Help
I tried booking the appt and there was an error, If you can, I'm available all day tomorrow and monday, and it involves the developers. Please let me know 951-395-6661 2.) I need a way to link our wordpress/woocommerce website to zoho so that it fits
How to assign user who presses button as newly created record owner
Hello, I have a Button/Function on the Opportunity module that creates a custom record called "Pro Forma". I would like for the Owner field on the newly created Pro Forma record to be the user that initiated the creation via clicking the Button. Here
Bulk write Job Status: FAILED
Hi! I am trying to update records in a custom module with the BulkWriteJob-method in the Zoho CRM Node SDK V2. I tested the method successfully with a much smaller file with 4 records to update. Then, when I try to use the method for the actual records,
Webhooks - 10 CRM Field Limitiation
The 10 field limitation for webhooks is pretty limiting. Is that true for all levels? I've added more than 10 and I don't get an error message but it doesn't seem to be functioning. Is the help documentation current that there truly is this 10 field
Notes column in Tasks module
Hi, I would like to have a column showing the last note for each tasks, how is it possible? Thanks
Import data to Quote Module
Hello, I need your help. I have to import Quotes to ma CRM. As i noticed i need 2 source filer: Quote, Quoted Items with csv. I prepared files and i have tried to import. All of my tries had finished with 0 imported records. When i mapping fields i have
Permissions Issue When Using Integration Action in Deluge
Hey! Having issues with the zoho.crm.getRelatedRecords function in Deluge. Trying to get a Zoho project ID providing a Deal ID, but I get either an oAuth scope mismatch or an error regarding the method. Seeing as it is an integration in deluge, I shouldn't
hierarchy of Accounts with divisions
There's a feature in Contacts to see a hierarchy. I want to do something like this with accounts. Any ideas on how to custom code something like this?
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