Need to populate a lookup from static field
Hi wonder if anyone can help. i have a module called accounts in Zoho CRM, (api = Accounts) each account has the account name (api name= Account_Name) and an associated GE Account number field (api = GE_Account) this field is single line text. i also
Save and Create Follow up Task
(1) In ZCRM Help, it says that when logging a Call, I can "Click Save, or click Save & Create Follow-up Task to save and create a follow-up task." On the Log a Call pop-up dialog, I can see "Save", but not "Save & Create Follow-up Task". This is exactly what I want to do--but where is it? (2) On the same pop-up form, there is a mandatory field: "Call Result". When I log the call, the call is recorded on the contact's record under Closed Actions. But where is the "call Result" data that I entered?
ERROR invalid client api v2
Hi! I'm getting ERROR_invalid_client while trying to generate access and refresh token. I have registered client on zoho.eu domain account(which works fine). But when I trying to do a login from another (zoho.com) account I'm getting ERROR_invalid_client. How do i fix this?
ZOHO CRM - Bugs nightmare , neverending problems?!
Hello everyone, Don't know where to start...I was using Bigin by Zoho until early July 2022 and then my needs got bigger so I transfered to Zoho CRM professional license after that my problems started because developers didn't clear my logs. Problem NO1
Converting/copy customers from Zoho Invoice to leads in the crm
Is it possible to Converting/copy customers that we added in Zoho Invoice to leads in the crm? thanks
Can custom functions respond to REST API requests and then continue doing work?
Hi, Here is my scenario: I have a new customer registering on my website and I want to send this information through to a Zoho CRM Custom Functin via REST API. I would like the Custom Function to return a response as soon as it has received the data i.e.
How do i add css class in specific menu bar
HI I cant find the option to add css class can any one help me or give me some altranative solution its urgent
Configuring a workflow when a specific picklist value is changed to a different specific value
I'd like to create a Task when the Status of a Product is changed specifically from "Offline" to "Online". I cannot figure out how to set this workflow. I tried setting to to trigger anytime the Status field is changed to "Online", with the condition
Link Custom field in Contact to custom field in Deals
I have created a custom field "Full Billing Address" in the Contact module. I'd like to automatically update the custom field with the same name in my Deals module (renamed Opportunities) whenever I update it in Contacts. Can you help with the deluge
Getting "NO_PERMISSION" on API call for Administrator user for *some* modules (/crm/v3/settings/fields?module=<certain modules>)
Getting "NO_PERMISSION" for Administrator user with all permissions for some modules (/crm/v3/settings/fields?module=<certain modules>) Same query works for many other modules, but fails for these: Campaigns Cases Solutions Products Vendors Price_Books
How long before email should be received?
I have set up a workflow action to send an email. This is in a sandbox environment. ZOHO tells me that it is working, I see in the workflow "View Usage" that one was sent, and in the "Sent Email Status" report, I see the record of it, with the correct
Custom function that retrieves JSON code which is showing connection between contacts, emails and campaigns
Hello, Each week, I want to see how many emails are sent, in which campaigns are they sent and I what to see what is their status - both email status and campaign status. For example, If email status is "bounced", I want to check if campaign status is
New capabilities added to Zia's Email Intelligence
Dear All, Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence. Zia explores incoming emails and highlights different insights like email intent, email sentiments,
Combine Multiple Accounts
Hey. I'm pretty new to Zoho. I created an account that is linked with my Gmail address. Matter of fact, I signed in using the Google link thing. Today, my boss created a project in Zoho Projects and added me as a user. But he used my work email address
'Refresh token is not provided
when i am using get all records zoho crom dashboard to our website then occure error ('Refresh token is not provided) using php sdk samples code. please anyone provide me solutions or implementation code of insert and fetch records to zoho crm dashboard
Equity Sharing Opportunity for Website Development and CRM Services
We are an investment company based in Houston looking for a website developer/Zoho CRM configuration specialist. You will be helping us develop our website, complete configuration of our CRM software, create dashboards and create a training document for
Where is the "Record ID" for inclusion in Reports?
I'm creating an Account report, but nowhere in the list of available fields do I see a reference to the unique record ID. Where is this field and how can I include it in the report?
If a client unsubscribes from the marketing emails sent from Zoho, will the client still be able to receive other emails sent from Zoho?
We use Zoho to send out a monthly marketing newsletter, but they are still a client that needs to receive emails regarding projects we have open for them. Will they still be able to receive the emails if they requested to stop receiving the marketing
Canvas. Phone not showing up in Deals.
We set up the canvas, but the phone is not displayed in the deal
Rollback items pushed to production CRM
Hi, I was wondering if there is a way to roll back items pushed to production in the CRM from development. Thank you,
WordPress form to Zoho CRM
Hello, I'm a beginner in using ZohoCRM, would it be possible to connect ZohoCRM to an already existing registration form, callback form, contact-us form? If it's possible how do I map the data needed so that it automates saving the information to zohoCRM
Completing tasks suggestion
Original Post: I'm not sure when it happened but the checkmarks to mark tasks as closed directly in a deal/account/etc view seems to have been removed so have to open tasks to close instead. Update: This is no longer a 'problem' but now more feedback
What happens with the email in the CRM when a user leaves the company and their email address gets deleted?
Hi ZCommunity, We are currently managing our email from GMail, as we havent been able to transfer to Zoho Mail yet due to some issues in deliverability and emails going often to spam. The emails are connected to Zoho CRM through IMAP. I want to know what
problem with my workflow on my two crm
Since this morning, when i create an opportunitie, my workflow don't work. Usually and since 1 year a never had any problem, even yesterday he was working well. My workflow triger a fonction when i create a new entry. When i use the fonction manually
Email Notifications not sending
Hi, I have seen a few similar issues. I have set up an email notification to go to a few people when a lead is created under specific lead source. The workflow recognises the lead but will not send an email notification. Does anyone have any ideas
Wordpress Website Form - How to append multiple product enquiries from same lead
Hello, Can you tell me whether the following is possible? 1. To have all our product enquiries pushed from a form on our Wordpress website to Zoho CRM (we currently do this using Gravity Forms and Zoho CRM plugin) 2. MOST IMPORTANT - if a customer submits
Create a task containing the list of all contacts related to a Deal for whom a specific field = false
Hello, in our sale process we have the following steps: a Lead arrives in the CRM. Sales rep call the lead. Then, if the lead is in target, he clicks on a "Request credentials" transition of the blueprint the lead is converted into a Deal, an Account
Consent portal for multibrands
Hello, we manage 2 brands using a single Zoho CRM organization. Is there a way to customize the GDPR compliance Consent Portal to show 2 different Privacy Policy depending on the brand? Thank you
Make a field (including its values) available in another module
Hello, is it possible to make an already existing field from a specific module available in another module? Here's an example: I have a multipick list field in my Lead module - Standard Layout (i.e.: Favourite Football Team) I'd like to add the same field,
Can you create an Event based on the dates of a Deal?
I would like to automatically add an Event to the Zoho CRM calendar (or Google Calendar) when a new Deal is created. We have added a Start Date and End Date to each Deal, and those would be the parameters used to add an Event to the calendar ideally.
Instant Actions on Workflow create a Scheduled Call Activity
Hi, I am able to create a task based on an instant action, but unable to do this to schedule a call in the next 5 days, any ideas of how I can implement this please? _ I am using the Potentials module
Accounts to all associated Contacts
Hi, Im looking at updating some fields I have within both the accounts and contacts module, so that whenever an account is editted it will update all the associated contacts for that account. I've tried to see if I can do this via a workflow and dont
CRM Picklist export
Is there anyway to export a pick list? 1. Sometimes we use this data for surveys and need to be able to get it out and use it elsewhere, instead of having to manually output 2. We edit our pick lists from time to time and it would be good to be able to export then re-import
Recycling Leads After Initial Blueprint is completed
Hello, I need help implementing a process for recycling leads after a set # days. In our current setup, we use a "New Lead" blueprint for sales seps to follow up and work leads that enter our CRM in a consistent manner. Once they reach the end of the
Delete a user defined module
I have a user defined module that I cannot delete. It gives the error 'this section cannot be removed'
Forms assignment rules VS CRM assignment rules
Hello, I see I can choose to trigger assignment rules from Zoho Forms: on the other hand, I see I can set assignment rules on CRM: In case of conflicts, which one wins? Thank you
Mail merge (letters) option disapppears if my list is more than 100
hi, from contact list you can choose 10, 20...1000 per page. When you do select all you can mail merge those on the page. When I setup a filter which give me 317 (basically all) and select all the option disappears? Another limit? I'm using professional.
Is it possible to lock the subform so a new row cannot be created?
I am wanting to create a table for each month being a new row. I don't want other users to have the ability to create a new row - only to fill. Is there a way to lock the rows in subform or create some sort of "do not allow duplicates" ?
Sorting Simple Repeat Fields Writer Mail Merge
Is there a way to sort the data for simple repeat fields in Mail Merge w/ Writer? I can see you can sort if data is in rows, but I can't find an option for Repeat Fields. I am merging data from a subform.
Calculate the coverage ratio of fields
How can I calculate the coverage ratio of specific fields? I want to know whether some fields are always filled with information or not.
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