Is there a way to get the Country values?
I need to have the default country values available ( the one in the auto-complete ) Where can I find them?
Deduplicate Leads and Contacts
Please provide a way to check for duplicates that exist as a lead and as a contact. For example, when I search for an email address, I find a lead and a contact. We need to merge those two. Thank you always.
Populate field in Zoho CRM with account ID
I would like new accounts to have a field populated with their account ID. How do I do this? Business case: In Zoho Forms I can send notification emails that contain CRM field data. I would like the emails to include a link to the related Zoho CRM record but the only variables included in this are Zoho CRM fields.
Prioritizing contacts in CRM campaigns
I'd be grateful if you could give me ideas for this problem. If you wanted to prioritize contacts within the context of a certain campaign, how would you do it? For me the ideal would be having a new field in the contact<>campaign relationship, with the
I want to update a numeric type item used in Events in CRM with a function.
Hello. I am trying to use a function to insert a number into a numeric type item in Events in CRM, but I am not succeeding. I can update other items such as one line of text with no problem. How do I pass a value to a numeric item to update it? The image
Allow webform to trigger mass email with follow-ups
Hello, I have a webform that I set up with an automatic reply through auto-response rule. That works well, but then I want it to trigger a series of emails to the leads. How do I set that up? Thank you, Allison Lakacha
Email sent from CRM Sales Order screen not showing in Email tab
When I choose a Sales Order, click on the Send Mail button and send an email, the targeted recipient gets the email with attachment as expected. I also see the email in the Emails section of the Sales Order. However, when I click on the Emails tab in Zoho and take a look at my Sent mail folder, I don't see this email. Is this as expected? I would hope not since I'd want to be able to pull up the email from either the Sales Order screen or my Zoho mailbox. Note that the mail account I am using is
Unable to process your request - Importing Opportunities
Hi, I am importing an csv sheet into the opportunities modules with 54 records. I am getting the error "Unable to process your request" since 3 days. I checked on the forum for downtime or service upgrade of your system but still getting the same error today. I tried to import contacts and they were successfully imported. Only problem is coming in Opportunities. Please let me know the suitable resolution asap. Regards, Amit Sharma
Focus Group : Functions 101 - A webinar series
A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes. We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register. Note - If
Open Zoho iPhone App from a weblink?
Anyone know if it's possible to open the zoho iPhone app from within an email? Scenario: - A case is updated and owner notified via email - within the email I have a link to the specific case... clicking link opens safari and goes to case page I'd like
Build an extension on the standard Lead Conversion functionality
I am currently looking to create my own convert function and button. The reason is that I have a connected custom module, which is - at first connected to the lead, but all custom module records should be moved to the contact. While creating and testing,
415 Unsupported Media Type
I keep getting a 415 error when trying to enable notifications. cURL: curl 'http://localhost:3001/v1/zoho/enable-notifications' \ -X 'POST' \ -H 'Accept: application/vnd.api+json' \ -H 'Accept-Language: en-US,en;q=0.9' \ -H 'Authorization: Bearer
Are the first 7 digits of the Contact ID unique to a CRM Account?
I am looking for a confirmation from someone with this knowledge. It appears that the first 7 characters of the 19-character Contact ID are unique to a CRM account. Am I correct? The 7-digits do not relate in any way to the CRM Account ID so I don't know
Is there any way to generate a 'report' in CRM that lists Contact IDs?
When I create a Zoho Sheet from a Contact List, I am given the Contact IDs. When I create an email template, I can insert the Contact ID. But, when I create a report in CRM, I do not seem to have access to the Contact IDs. Am I missing something? Does
Add ability to restore to previous version in Mail Merge Templates
We had an issue here that a user modified (badly) a mail-merge template. While the document properties shows 26 revisions there is no functionality in CRM Mail Merge Templates to revert to a previous revision. I would like to be able to restore
Custom Button on Scheduling New Appointment on Potentials Module
Hello, Can someone help me to achieve this process? From the Potential view I want to add a custom button to schedule a new appointment on a existing Potential. I want the user to be directed to the scheduling link pop up with Potential Name, Email and
CRM Workflows ; Is or contains, line order etc...
Pourriez-vous m'indiquer ou trouver des explications claires sur la façon de rédiger les workflows. Je passe / PERDS beaucoup de temps a essayer différentes formules mais certains résultats sont parfois contradictoires Quelques questions : Différence
Lead Source on webform not being included
Ok, I'll ask the question here since support has literally taken 3 weeks to get back to us. When I asked for a status update they started asking for information we had previously submitted to them again as if they had never seen the issue. Meanwhile they
Unable to search Leads by Created_Time or Modified_Time
I'm migrating the data-mining part of an Enterprise Intelligence app from API V1 to API V2. I got everything from OAuth to user-mapping sorted out. What I need in data-mining is to get a list of Leads (and some other modules) a user has created/modified
Issues with the Assignment Rules in Zoho CRM
I have created a workflow which triggers Assignment rule on Lead creation; I am trying to assign leads to 60+ Agents through round robin. However the leads are not getting assigned equally; Some agents are getting way more leads than other. Please resolve
How do I use Zoho Flow to run a Zoho CRM report with filters and export the results to Excel?
I would like to use Zoho Flow to run a predefined Zoho CRM report with specific filters and export the results to an Excel file. Currently, I use a robotic process automation to log into Zoho, click on the right selections through the web interface to
API Name for Events Module: "Reminders"
In CRM, the list of API Names for Meetings (Events) does not include the API names for: 1. Participant Reminder 2. Reminder (for Host) I assume this will be an array to allow multiple reminders to be set but what API name is used and what is expected
Hide Unhide field
Hi, we know using client script we can hide / unhide fields; but in our case limitations are 10 to create layout rule so is there any other way to hide the fields rather that layout rule ?? Thanks and Regards, Sidhant A.
Remove Company name from Consent Form
Hello, is there a way to eliminate the company name from the Consent Form? Thank you
Zoho CRM Web forms should not mandate the last name field
Hi Zoho Community, Does anyone else think that Zoho should update the web forms to have more flexibility, specifically with giving the Zoho users the choice to include the last name or not. As of now, it is a mandatory field that must be included. Would
Community Digest - July 2022
Hello, folks! We're back with another digest post! This digest highlights the announcements and discussions that occurred in the Zoho CRM forums in July. Get ahead and discover what you've been missing! Announcements We are excited to share with you that
Deluge Function Not Updating Field
I have renamed the Campaigns module to Publications. I have added a field onto this module called Deal Revenue. I have created the following function PublicationsIDString = PublicationsID.toString(); PublicationsMap = Map:String(); PublicationsMap.put("Deal
Update Date Field through workflow and custom function
Hi, I have a pick list field called Elite Trial Status and when the value in this field changes to Active I want a date field called Current Elite Expiry to be updated with today's date + 1 month. I have created a workflow that triggers when the Elite
Missing My Jobs in CRM Android Mobile app
The My Jobs tab is missing in the Andriod mobile app. I deleted and reinstalled still do not see it? Does anyone else have this issue? iPhone app still shows the My Jobs tab. Thanks.
Updating a field via Client Script
Hi all, I'm trying my hand at Client Scripts and am running into an issue, that admittedly is probably just JS ignorance on my end. I have a module where formula fields contain numbers. Here is the code that I'm using to try to add those values together..
“User is already present in another account.”
HI, I have created a user in Zoho One. When I try to add Zoho CRM application to this user I am not allowed with the message: “User is already present in another account.” I have double check and that user does not exist in Zoho CRM Thank you for the help!
Campaigns Module and lead module
I want to match Campaign in campaigns module and a record from lead module automaticly, I have web form and it gives me the Id of campaign which is in Campaign module so how can match with campaign id which is write on "Campaign_ID" field in Lead record
Sales End Date
Hi New to Zoho. I'm trying to establish how best to report our monthly sales. Can anyone confirm if the Sales End Date is the same date as the Potential Closed Won date, please? We're not automatically updating the Close date to the date when the deal
How to retrieve Mails from multiple accounts?
When you create a lead you are able to capture the mail conversation between the company and the potential customer. Using organization emails you can send mails from different domains as well. The catch here is, that inbound emails are only retrieved
API Meeting Invite Email with CC and BCC
Looking at the CRM API 'Send Email' docs (https://www.zoho.com/crm/developer/docs/api/v3/send-mail.html), it appears that using API we can include a cc/bcc field. However, for the meeting invite that is sent out to a contact when creating an API meeting
May i know what is cvid here ? registros = zoho.crm.getRecords("Update_Contact",1,3,{"cvid":31355000236829766});
Hi, Im stuck that why in this code used cvid ? registros = zoho.crm.getRecords("Update_Contact",1,3,{"cvid":31355000236829766}); Please let us know. Thanks and Regards, Sidhant A.
How can assign a territory to a contact
Hello, I found hundreds of contacts without a territory. How can I assign a territory to these contact records? Thank you Guenter
Finding lapsed customers in CRM
Hello all, I'm running a marketing campaign aimed at people who were once customers, but are no longer. Maybe it's just that I don't know where to look, but I'm having a hard time tracking down any field that keeps that information. Any thoughts on how
Bulk APIs and Photo/Attachment ID
Hi There, I have implemented Bulk APIs and downloaded the CSV with all records needed, in the CSV the image field has a long string ( e.g. 86za2be586e6f6bd8460191f2dbaf76e9dd58) now I want how to access these individual images while importing the downloaded
#FUNCTIONS 101 - Youtube Video
I literally just came across this video looking to become certified in Zoho Creator soon and other Zoho One Applications! I know it has been 2yrs since the video has been posted, but it did not seem like anyone commented with a correct answer or posted
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