Zoho CRM Purchase Order of Materials
Hello all, If you have a reselling or distribution business you will have something like that buy product > sell product But in manufacturing you will have: buy materials > manufacture > sell product So the list of items you will buy will be materials
Workflow triggering repeating tasks
I want to have a workflow trigger a repeating task. For instance New lead matches certain conditions Create follow up tasks which repeats daily except weekends. Is this possible?
Producing report with weekly dates as columns
I have data that is auto-calculated from a Start date, for when things are due in a process. I want to produce a report that has the Week Starting date running along the top, and each job running down the size. I prefer to keep this simple in CRM if possible.
"Assign" Contacts to an Account Record
Why can you not "+Assign" Contacts to an Account record like you can "+Assign" any other Related List records en-masse? The only option you get on the Contacts related list on an Account Record is "+New"
Zoho CRM & Zoho Forms Integration - Why Inventory Modules Missing?
By The Grace Of G-d. Hi, Are inventory modules missing from Zoho CRM & Zoho Forms Integration on purpose or am i missing something?
Copy formula field values to Deal Value
Hello, in Deals module i have created a formula field to calculate the Deal value, and sicne the Deal value system field is static i can't turn it into a formula, is there is script to copy the result from the formula field into the deal value?
iPad and writer
My client wants to be able to run a mail merge from a contact record on their iPad. I created the document in writer but it doesn't want to merge. Am I missing something? Thanks, Lanny
Reading emails on Canvas: next and previous button do not work
We use all of our modules with Canvas and when we try to see all emails between a record and our company, we can only see the first page. The button to next and previous pages of emails do not work. When we switch to the standard view (not canvas), it
Is there a way to fetch the user defined mandatory fields from fields metadata api or any other api?
I am trying to get all the mandatory fields for a module. The fields metadata api tells us which fields are system_mandatory, is there a way to know which fields are marked mandatory by the user.
CRM User Stopped Receiving Emails From systemgenerated @ zohocrm.com
One of my users stopped receiving emails from systemgenerated at zohocrm.com. For example, he no longer receives email reminders or daily activity reports from the above stated email address. Has anyone experienced this? Any suggested solutions? Thank
How to send translated Zoho Forms in Zoho CRM's Email Templates
Hi ZCommunity! It has been really easy to link Zoho Forms into ZCRM Email templates, which are then linked to the contact when replying to the form and syncing everything (magic! I love this feature). Last year, Zoho Forms team included the ability to
Pipeline LOST <>DEAL LOST
I have a very serious problem, when I transfer an opportunity to a lost stage, it doesn't put the opportunity as lost, it keeps it as open. This is causing a lot of problems in Analitico, because I don't have the metric of closed as lost! I've done everything,
New Reports Module -
Zoho did it again. I am so annoyed at the new Reports Module setup. Do you not take into account the visuals at all for your users? So Because now my file folder names can not be seen because they are too long. In the old version I could edit the size
Macro to insert a common note into lead or contact
Need to add common / repeatable text into the "notes" field.
required fields
where can we change required fields?
Relation API
Dear Support Team, We are building integration with Zoho API and we trying to find all relations between CRM modules. Here we found an API call https://www.zoho.com/crm/developer/docs/api/v2/get-related-records.html But here we need to do several API
Delay Approval Process
I was wondering if there was a way to delay an Approval Process for a few moments to allow for other Workflow Rules and Actions to happen before locking the record for approval?
Sync field property from contact across to sales order.
We use Leads, Contacts, Sales Orders and Invoices. We have a couple internal companies in the same CRM system. The Contact has a field that designates which internal company the Contact is from, but when we create a Sales Order, the only way to know what
{API} Push Costumers from Zoho to External Saas
Hi, Im new to API's and im looking for a solution and i have no idea where to start. Let me explain my situation: My external billing application supports Api's, and so does Zoho. What im looking for is a way to create a new contact in my billing application
Conditionally require subform fields using Client Script
I have three subform fields that I would like to make required based on a response in another field. I have set up a layout rule to hide the subform when not needed, but it does not hide it on the Edit page so setting the fields to be required on the
Add country prefix in cellphone numbers
Hi, I need to add +34 country prefix in all the records in my CRM that are cellphones, so I need to create a workflow rule with a function that works like: If cellphone does not start with 0034 OR If cellphone does not start with +34 AND cellphone starts
Make CRM Notes have Permission levels of visbility
I would like to see NOTES have permission levels -- starting with Visibility restrictions. For example, let's say a purchaser is the Vendor Owner of say MicroSoft. He has contacts he can see and data he can see. But there is a person with higher profile: a Product Manager or Executive Level and she has a meeting with people at that Vendor. If she adds contacts to the vendor with herself as contact owner, the purchaser can't see them. But if she adds Notes from her meeting with MicroSoft, that
Note Permissions
Is it possible to assign permissions to notes? So that users cannot delete or edit them?
Insert module fields to xml-file and uplod to e.g. ftp
Hi, pls advise: How can I insert - e.g. using a workflow - certain fields (name, email etc.) of a custom module entry to a pre-formatted xml-file and upload it e.g. via ftp (or - if ftp isn't possible - send it to an integration that supports ftp upload)
About zoho.cliq.postToChannel function
Hello! I have a question about using zoho.cliq.postToChannel function in CRM. Is it possible to re-notify a message notified by another bot with a reply? The message notified by another bot has a button and a function. The content I want to execute is
Count deal cycle duration based on stage?
Hi, Zoho community. Trying to develop a custom function that will count the Overall Deal Cycle Duration but it will be stopped when a deal hit the Won/Closed Lost or On Pause stage. So basically the principle here is: IF Stage is not equal to Won, Closed
Deduplicate Leads
In my Leads module I use it for basically a dumping ground for raw data/leads I purchase from lead vendors so I can utilize in other ways. The problem I am having is that Zoho makes it very difficult to prevent duplicate names coming in. They only allow
Date Filter Question: What am I missing?
Can anyone help me understand what I am missing? I would think the two filters below are both April 2022, but the resulting number of records is different for each. Thank you.
Auto Create an Opportunity/Deal from Closed Won Deal
Hello, I am looking to auto create Opps/Deals as Renewals for all the Opps/Deals when they are closed Won, so the Account Managers dont have to create a new Opportunity for renewal. This Opportunity needs to be like to like the original opportunity and
Need to backup attachments to each prospect record
We have thousands of deal and prospect records, with critical documents, we need to download. Is there a way to mass download the documents or do we still have to go one by one?
CRM Webforms Double Opt-In Important But Unuseable As Is
With all the problems with webform spam, the Double Opt-In is a great idea. Once I implemented it and tested it on my website, I realized it is not usable in its current state. The key problem is the messaging on the Opt-in email is very misleading, and
Changing the data type of a field without losing pre-existing data
I want to change a single-line text field into a multi-line field without losing pre-existing data. At the moment, this is not possible. Who would like to see this feature too?
Zoho CRM API Error AUTHENTICATION_FAILURE "Authentication failed"
ZOHO API Self Client creation Scope ZohoCRM.settings.modules.all,ZohoCRM.org.all,ZohoCRM.users.all generates code Using Postman POST request generates access token { "access_token": "1000.b9f0a851ae0007e64d7d071d30428100.845831454fee79cfac0da06d7813e276",
Keyboard shortcuts for CRM plus duplicate records
Hello Are there any keyboard shortcuts for this product? I basically do not want to scroll down on my CRM contacts view and click on the arrow for the next page. (I know I can search but I do want to go through my contacts visually). Also, how do you
Canvas Limit Reached
I have switched from Trial to STANDARD subscription. When I try to access more than one of the created canvas pages or try to create a new one I get error CANVAS LIMIT REACHED. Thanks
CRM/Deluge - Can't assign task to user in Wizard
Hello all, I'm creating a wizard for Zoho CRM and writing a custom script for the complete button in deluge. This script creates a task, and is supposed to assign the user who created it as the following fields: Created_By, Modified_By, and Task_Owner.
How to import invoice from Zoho CRM to Zoho Books
I have already created an invoice in Zoho CRM. Now I want to import the same invoice to Zoho Books. How does on do it?
Require a note on a custom dat field change
I have a custom field called "Next Action Date" on the cases module. Whenever this date is changed, I wish to require the user to provide a note. Is this possible? I am happy to use client side scripts to make this work. Best regards, Joe
update record not working
Hello Forum Admins, I am PHP developer. and i am using zoho crm api ,and I am trying to update the record. $curl_handle = curl_init(); curl_setopt( $curl_handle, CURLOPT_USERAGENT, "Mozilla/5.0 (Windows; U; Windows NT 5.1; rv:1.7.3) Gecko/20041001 Firefox/0.10.1" ); curl_setopt($curl_handle,CURLOPT_URL,$url); curl_setopt($curl_handle,CURLOPT_CONNECTTIMEOUT,5); curl_setopt($curl_handle,CURLOPT_RETURNTRANSFER,true); curl_setopt($curl_handle,CURLOPT_FRESH_CONNECT,true);//No caching curl_setopt($curl_handle,CURLOPT_FOLLOWLOCATION,true);
Zoho Survey updating a Deal stage on Zoho CRM
Hi, I have a deal pipeline to help my firm onboard clients quicker. As part of this we ask for a client to fill in a questionnaire (on Zoho Survey). I have linked up CRM and Survey and to the deals module. The survey is linked via the user ID. This
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