Price Book based on Field Value
I was wondering... is there a way to drive which Price Books can be used on a Quote based upon the value of a given field?
Photo rotation
When I upload a photo to my contact image it often rotates the photo sideways. The original was set correctly. I don't see a way to rotate the photo to the right orientation in Zoho. Do you have a fix for this?
The connection for this site is not secure - Error
Hi, Why are my forms not working anymore? They were fine and now the link says: The connection for this site is not secure sender.zohoinsights.com sent an invalid response. Try running Windows Network Diagnostics. ERR_SSL_PROTOCOL_ERROR
Two Subforoms/One Quote
I've created a Quote Page Layout that contains two Subforms however; the 2nd Subform does not pull in data from the Price Book in the same way, i.e. Discount, etc. Is there a way to clone or mimic the native Quote Subform functionality?
Nested quick create does not appear
I have a quick create for a custom lookup field that appears when I do it via Leads/Contacts. However when I do it via task, the quick create appears for Leads, but not the custom lookup field in Leads. Is there any way to get this up?
Links sent in email from CRM are replace with sender3.zohoinsights.com
Our business has come to a stand still with clients reporting the same issue when trying to click on links sent from CRM. This site can’t provide a secure connection sender3.zohoinsights.com sent an invalid response. Try running Windows Network Diagnostics.
Is there a way to Trigger Workflow when only a module subform row(s) is edited or created?
Is there a way to Trigger Workflow only when a subform row is edited or created?
Need syntax help with Convert Lead API
What's wrong with this call? headersMap = Map(); headersMap.put("Accept","application/vnd.api+json"); response = invokeurl [ url :"https://www.zohoapis.com/crm/v3/Leads/4744930000000304421/actions/convert" type :POST headers: headersMap connection:"leads_all"
Auto Populate Meeting from Lead
I am looking to populate the meeting fields with info from the Lead whenever we create a new meeting. I understand a custom function is needed, but I haven't been able to figure it out. Basically what we are looking to do is: Title = 'In Home Appointment"
Zoho CRM Web Forms - Created By
Whoever is logged in to Zoho CRM and creates a Web Form automatically is the Record Creator for new Leads or Contacts that come from that Web Form. Is there anyway to change that without completely re-creating the Web Form?
Lead Converted Date
I understand the Lead Conversion Time however; is it possible to report on the actual date the lead was converted?
Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.
So we have a "Clients" module, storing details on clients, and a "Client Meetings" module, which stores the history of each meeting with a client. One Client can have many Client Meetings. On the client's page, we store many details like the discount
Map dependency functionality is now available in Sandbox
Dear All, We're excited to announce that we've extended the map dependency feature into Sandbox. Let's get into the details! In Zoho CRM, you can create dependencies either between two picklist fields, or between a picklist field and a multi-select
Check for duplicates upon entering new record.
It would be extremely helpful if while entering a new lead for instance, when you typed in an email, phone number, or last name, the system would scan in the background for records containing the same data. Maybe at the top of the screen it would drop down an alert that says "Similar leads(s) found. Click to view." and it would give you the option to view the lead(s) in a new window/tab.
Mass or Bulk Delete Emails/Email History
There doesn't appear to be a way to mass or bulk delete emails or email history from Zoho CRM. This would be a great feature to add to better manage our data. If an email is 3+ years old, it really serves our business no more purpose, so we would prefer
How to change CRM IMAP Server Parameters
I had set up my CRM to use my hosted Exchange provider and everything worked great but recently I switched to Office 365 and I cannot see how I can change my incoming mail server. The outgoing server I can highlight the values that are there and then change them and save but the incoming seem to be locked and I cannot change anything. I considered deleting the IMAP setup and starting over but then got a big warning that a lot would be deleted so I figure I'll ask here first to see if there is a
How to Highlight the changes in fields
Whenever we are using workflows to update the values in a field or many fields, how can I highlight those changes for a few seconds so that the user who's performing the action, can see it's actually working. Also, when highlighting, where can I have
Sending a PDF Mail-merge template via Work Flow
Is there a way to create a PDF mail-merge template that can be sent out as an attachement via workflow?
Skipping Account creation in Lead Conversion
My requirements is a new opportunity in an Existing account, I wanted to start from the Leads module. In the Lead conversion, I wanted to skip Account Creation, as the account already exists. Is it possible ? If so, how ? Appreciate the support. Thanks,
Create project through automation
I have integrated our CRM with projects. I want a project to be created when a opprotunity is won. Is this possible? I looked through the automation and it seems to only create tasks within the CRM. Am I missing something? Thanks Dave
Quickbooks Desktop (Enterprise) sync with Zoho
Is there anybody that has successfully setup a sync feature with Quickbooks Desktop Enterprise and Zoho CRM? I would like to have financial data in Zoho, such as total invoiced ( from QB ) for the year, Contacts that we have sent estimates to ( from QB ) How is this possible? I have looked at Zbrain, but can't get it to sync even basic contact data. Any tips?
CRM Campaigns versus Zoho Campaigns
Hey, Can anyone tell me the difference between Zoho CRM Campaigns (listed as Marketing Automation in the feature comparison below) and Zoho Campaigns as a stand alone? Also, if I wanted to access the marketing automation in CRM below, where do I find it? I don't seem to have any menu options that relate to it. Thanks,
Related List Label
When I'm setting up a custom field it asks me to specify the related list view name - but I don't know what the function of the Related List label is so I don't know who to name it. Does anyone know what the purpose of this is - or what it is supposed to do? Cheers Nicole
The email which you have entered belongs to a different deployment/region
Hi Guys, my colleague gave me an account and I wanted to log in there. However, I always get the following message: The email which you have sent has belonged to a different deployment / region. Thanks for your help! Best regards Maximilian
Avoiding unnecessary duplication of Workflows
I have a custom module which has a number of workflows, but it seems that I need to duplicate them - one for when the record is created and another for if a specific field is modifield. Example: I want to concatenate First Name and Last Name into a
Module Tasks, Close Task Button
When looking at a task, there is a green button to "Close Task". Is there any way to remove/edit this button or edit permissions for this button?
Make Contacts Required
Hello there. Is it possible to make mandatory the contacts, which are added to the client's account via related list? So users will not overlook that data
How to search person in Contacts and create a record in my own field? C# API
We have Contacts where we have a lot of people. So, I have the ID of someone and would like to create in the field (which I created before) a record for this contact. I have created Responses and would like to create with C# API the record for this.
You do not have permission to access Zoho CRM?
I have set up Zoho CRM on my Google Apps domain and it appears to have installed correctly however whenever I try to log in, I get the message "You do not have permission to access Zoho CRM...Please contact your administrator" even though I am the administrator
Email Attachments
Is there a way to increase the email attachment limit? I find the 3MB limit to be restrictive. tholmes
How to create record in Contacts? C# API
Hello everyone, I'm able to create a contact in Zoho CRM, but I also need to create a record for it. So, I will call for moduleAPIName that name which I'm using for Zoho Responses, which I created, but how I can understand for which contact I will do
STOP CHANGING SUBSCRIPTION SIGN UP DATES
When a comp;any signs up with us it cost the company 85.00 for 1 year, with one admin. each additional person they add cost 25,00 Because we are federal regulated We have to show the company sign up date, The problem is if one of them adds a new empliyee
Contact First name field has been set up as a Salutation drop down list and can't be changed
I have been told by the Zoho support people (through chat) that I cannot change an correctly setup First name field. The first name field has been setup as a drop down list (see attached screenshot). I cannot rename this field, or delete it. I can add a "first name" to this field through a data load, but I cannot manually add a name, or update a name once the data has been loaded. I have no idea how or why this field was set up this way (I have inherited the project) and it is very frustrating that
Transfer Related Module / List Data from Lead to Converted Contact
Hi, We have a custom related module / list that we use for our Leads. Is there any way to make sure that this data is transferred to the corresponding Contact record when the Lead is converted? The related list is available to both Leads and Contacts
Allow users to translate module names and blueprint transitions!
Allow users to also translate module names and blueprint transitions with the language files in Zoho CRMs translation settings. Moderation Update (February 2026): Please follow the below post to stay updated on the advancements with supporting translations
Custom function to populate a field with the number of records in a related list
I would like a field on a custom module to show the number of records in a related module. I would like a field "tests" on "custommodule1" to return the number of records in "custommodule3" These two modules are related by the lookup field "student"
How to search by CRITERIA in my own Module? C# API
Hello everyone! I need to search through all of the records in my Module and show only those who do not have my parameter "License": Link for this code: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records The
How to modify ticket created in CRM Leads due date to be +3 days from initial creation date based on priority
Good morning, I have setup a Workflow Rule so when a new ticket is created a rule is triggered to move the ticket due date ahead by "x" days in Zoho Desk. I was able to get this working in the Zoho Desk module under the Workflow Rules. For example: Ticket
Include Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
How do I show the company name to which a 'Call' is scheduled on my home page?
Hi everyone - hope that this is a simple problem and I can use Zoho as intended as currently it's not working for me properly yet! This is one of the eproblems I have encountered and I have looked at 'map dependency' with no success - maybe I'm missing
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