Can you limit the number of custom module records to 1 per contact
I need to create a custom module, but want to limit the number of records to 1 per contact, is that possible?
Improving Access To Zoho Client Portal
Hi guys, We're using the CRM inbuilt portal quite heavily with our new use of Zoho (i.e: https://crm.zoho.eu/portal/XXXX/crm/login.sas etc) but have hit a major issue with userability. Once somebody is logged in successfully, it's fine and works great.
Ability to edit email templates for Client Portal invitation, activation, and deactivation
Multiple customers are asking me for this. A similar feature is already available in Zoho Desk (check the screenshot below). Please consider implementing it in Zoho CRM as well. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner Email
Widget API privilege level running as User - can it be run as Admin?
Okay, bear with me here.... Our data-sharing level mandates that all Leads are visible only to their owners. However, in the event that someone calls asking who their Sales Rep is, sometimes we need our team to be able to look up a Lead by name to find
E-Mail Parser design is wrong and is never going to work for any customer
Hi, The way e-mail parser in Zoho CRM is designed, it will never work for any customer under any circumstances. The e-mail parser feature requires us to forward the mails to be parsed. These mails have to be sent to an auto-generated mail id. But we
CRM no saving my google ads configuration
Im trying to connect my CRM with google ads and everything seems to work correctly but when I refresh the page it makes me do the process all over again. I always finish the integration correctly but somehow it doesnt save it an I always have to do it
Zoho CRM creates leads on facebook likes, but no Social channel settings in setup.
Hello. this is a follow-up issue on a topic that was marked as closed even though the issue wasn't fixed. To reiterate: everyone who likes a facebook post ad gets added as a lead to the CRM. this creates tons of useless leads. I've been told that it's
How to create a function and refer a specific record to a lookup field
Hi there, I created the function below that works quite well. The fuction is intended to copy certain fields from the 'Student_Quote' custom module to the 'Contacts' module. However, I also want this function to be able to populate a lookup field in
Mapping custom fields in CRM email parser
Hi there, I've got a form on my site that currently integrates with Zoho via API, but I'm hoping to replace that integration with an email parser and push leads to CRM that way. Sadly it seems that Zoho's email parser cannot map custom fields. In the
Sub form data capture
Hello i am hoping someone can give me some advice and point me in the correct direction. we have a vendors module where our delivery company's are stored as vendors, that has a subform in it that contains Zone charge rates. There are about 10 different
What are your best practices for deleting Pipleine stages which are in-use.
Our Pipeline is big, and messy. What are your best practices for deleting Pipleine stages which are in-use. Is it to filter on the to-be-deleted stage, re-assign to a different stage, then delete the unnecessary stage?
Appended crm_entity_id variable to a webtab for Zoho Form to recognise what record to update
Hi guys Im creating a portal that requires a lot of data to be inputted by customers. Rather than giving them one long form to fill in, I want to display smaller forms for them to fill in. Each form should be accessed from web tabs across the top of the
Assign Task to Dynamic User in Workflow
Hello, I am working on a module where there is a picklist and the request is to have the user that is picked be notified via email and assigned a task. I can create an email notification and assign a task through the Instant Action section under the
Importing My Leads from Excel - They all have the same created date
Hi, I have about a years worth of leads I'm importing from excel into Zoho. In Excel I have a column for MM/DD/YYYY of when that lead came to me. But when I import into Zoho, they all over October 10th, 2022. That's kind of worthless to me, because I
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, October - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
is there a la or oc ug
?
Using lookup fields from Creator in CRM's linking module
Hello, i cannot bind/map/read in CRM's linking module a Creator lookup field. I am using customer names within a creator app and want to map them with the customer id from CRM to show the related datasets from creator within linking module. Any chance
Can I create a PDF template for all modules? (Export to PDF)
I want to create a PDF template for the Cases module. Seems I am limited to only email templates that do not size well when printing/saving to PDF. I also tried creating a email template using the "Insert HTML / Plain Test" feature but this method doesn't
Populating Account ID when importing contacts
I am moving records from zoho to another zoho. We are using our accounts in the new zoho which are being imported from quickbooks. I need to export contact from the old zoho and have them imported AND linked to the accounts in the new zoho. Is there a
Users managing different timezones
We have suddenly run into a limitation of Zoho CRM, and we are seriously considering searching for another CRM where we can solve this. Zoho CRM makes the following assumption: that users manage meetings between themselves and an external lead. So, Zoho
Subtasks in CRM
Can you do subtasks in Zoho CRM? If so, how?
Find and sort contacts by date created
Hi Me again. I have 6000 contacts in my crm, they all have scheduled calls against them thanks to help i have recieved here on the forums. I need to ask more though, I want to cycle through my current contacts and schedule calls for the sales guys to
Create report for number of leads assigned in CRM
We need to manually assign leads in our CRM. Is there a way for me to keep track and report the number of leads assigned to each salesperson is equal?
SnapeEngage Chat and Zoho CRM integration
Hi, Does Zoho and SnapeEngage have integration so that leads can be created from chat session? -Eric
Celebrating our Zoho Community SuperBuds!
The SuperBud Program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs and ZUG leaders, have stepped
create a dynamic page with customer details
Hi there, we would like to create a (landing page) with some customer details (from Zoho CRM), at the minimum with salutation, pre- and lastname. In the best case we can include that page in a workflow in Zoho CRM. The logic behind is quite similar to
Zoho CRM Apis
Hello, I have to do a Hello world program , that transfers data to/from my Java Spring web application into Zoho CRM, using Zoho CRM apis. Can you please guide me from where i can start.
Oauth: Check authentication status
Hi there. I am developng an integration module for open source SMS. I need to check if generated auth tokens is still valid. What REST endpoint can I ping for that? The problem here is that I do not know for what scopes provided tokens was created.
Zoho CRM Android App
Any plans on making Zoho CRM an Android app as well as an iPhone App??
How to import custom module records and assign the owner as the owner of the account?
Hi, I need to import a number of records into a custom module. The imported data does not contain a record owner column, so I need set the owner of the imported record to that of the account owner that the record is linked to (The imported file has an
Is it possible to have the dialog to schedule an appointment within the lead conversion page?
We are a contracting company and we do a free estimate for each deal/potential. Every single time a lead is converted to a deal we need to schedule the first appointment with them. Having to convert the lead first then go in after and schedule the appointment
Can't delete function that are not related to workflow
Hello, I have functions that are marked as used in Workflow, but the workflows have been removed. However, the functions used have not been released. How can I remove the functions that I no longer need.
Email parse function - improvements
Wow - I am impressed by the new email parse function in Zoho. https://www.zoho.com/crm/help/email/email-parser.html I have a request for an enhancement - please allow us to map to "Picklist" or "Multi-Select" fields.
Help - Zoho CRM and Forms integration
Hello, I hope someone can help me with this one... After converting a Lead into a Contact, I would like to send him/her an email template with a link/QR code to a Form with: Pre-populated basic fields that come from the Lead profile Many other fields
Is there a way to put a customer on "Hold" within the CRM App
Currently, I do not see a way within the CRM to place a customer on hold. We have run into the situation that when a customer does not renew a contract agreement in time or at all that the CRM does not prevent a sales rep from placing an order still at
How can I open The CRM Mobile APP with a link
is this possible? Opening an email link when a new reference alert comes in with the Mobile Apps instead of the internet browser.
Notification Emails but only once!
Hi, I've been asked to create a notification email whenever a sale has been "Completed" by a contact who falls under a specific account.. That was easy, however now have been asked to only send the notification the first time, and not subsequent sales
Track Custom Module Record From Lead to Contact
Hello! I have a custom module "Applications". Applications can (should) be related through a lookup field to either a lead or a contact. If I create an application, relate it to a lead, then convert that lead to a contact Id like to relationship to transfer
How to convert a contact into a customer
Hello, I have leads that I converted to contacts. I created some opportunities. Some opportunities were accepted and the contacts became customers. My problem: I don't know how to convert these contacts into customers in Zoho. Could you please help
Assign people and time tracking in Deals?
Hi there, Is it possible to assign people to Deals? and to time track what hours they spend on that deal? (I know you'd say that all that features are in Zoho Projects but I'd like to know if I can find a way of assigning people and time track in Deals)
Next Page