Automatically closing tickets by a flow between CRM and Desk
Hello. I've made a flow (using Zoho Flow) between Desk and CRM. If a ticket is created in Desk, the same ticket is created in a custom module named 'Tickets'. Than we try to solve the problem indicated in the ticket and after that we close the ticket.
Accounts Fields
Does anyone know how or when the ratings field can/should be used in the accounts module?
Fixing Names
Hi, I am trying to build out a custom upon lead creation, that if a leads first name and last name isnt in the proper format eg JOHN SMITH or jOHN sMith, that it auto corrects it to show as John Smith. I have tried the proper function but it doesnt
Client script syntax question
This script run in a Canvas onBeforeUpdate event. What's incorrect about this syntax? /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities.
Responsive (mobile enabled) HTML email templates?
I have set up a HTML mobile enabled email template that has been tested in Salesforce's template setup - It works perfectly in SF. I have tried many different ways to get it to work in Zoho's CRM, but it keeps stripping out the mobile formatting options.
Zoho CRM integration with LinkedIn
We need zoho crm to be integrated with linkedIn (through Zoho Social). LinkedIn is the primary content publishing platform for social content marketing to B2B clients. It is a must, not a nice to have.
Function to populate Account and Email based on Contact Name in Sales Order for Customer Portal
Hi. I had activate the Sales Order module in Customer Portal. By default the "account_name" field cannot be display from customer portal preview. However, internally we need the "account_name" for every Sales Order created by customer through the portal
FORECAST TYPE
Problem 1: The actual value of the Forecast Type is not updating (all shows Open) according to the Stage-Mapping configuration (OPEN, Closed Won, Close Lost) and therefore, we are not able to get any data filtered with Forecast Type, other than the 'Open'.
The role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
Extension Pointers - Simple yet significant pointers #1: Connectors
Publishing and associating connectors in an extension The Connectors feature is available in the Zoho Developer platform when building extensions in order to establish a connection between Zoho CRM and another application that supports the OAuth authentication
CRM @mentions not triggering e-mail notification
Hi, We've been using @mentions to communicate within our CRM Cases module but we noticed today that the e-mails notifications are no longer being sent. I tested a couple of other workflow notifications and they come through our e-mail server (Outlook) just fine so its not our firewall and the notifications are not going into Junk Mail. Was there an update recently that removed this functionality? Please help, my entire team uses @mentions on a daily basis and we heavily rely on those e-mail notifications.
Zoho CRM Layout Access Permission
Hello all, I have a question I cannot find the answer to. Lets say I have - one module - two layouts - a profile has access to Layout 1 but not Layout 2 What limitations will they have - cannot create records in Layout 2 - I think is true - cannot see
Xero Integration Recommendation
Hi Guys, I am looking at zoho crm to xero integration. I am in the process of setting up the integration provided below. Has anyone else used this and can comment please. Many thanks in advance, MB https://saasplugin.com.au/zoho-extensions/crm/xero-
Dashboards refreshed with new data in real time
Hello-- I created a dashboard in Zoho that is referencing a custom report I built. How would I be able to upload that dashboard with the latest information in real time? Would I need to create an entirely new report with the new information and edit
How to delete duplicate product or put one of them inactive
My organization have 150000 products and we are looking for way in profesional edition to put one of duplicates inactive. Alternativli how to mass delete products if product code is same. I dont see criteria in mass delete option NoneProduct OwnerProduct
Two (similar) custom functions, 1 working, 1 not working
Hi all, I'm struggling with two custom functions. One is working (in a workflow) The other one isn't (inside another workflow) The only difference between the two is the field they should update. I can't seem to figure out what is the problem. See the
Warning statements in Automation Workflow actions / functions
I found out some of my automations were not working properly ONLY when I went to the Automation / Workflow rules / my rule. No other warning, popup or email to let me know that my function was not working. How can the USER who is not aware or cares how
How to create a new case with Unassigned user
We need to be able to log customer questions and have them be unassigned by default. They would be assigned to the technician who picks them up to start answering. Is there a way to do this?
Send mail when a createRecord or updateRecord function produce an error
Dear All, Is there any way when the deluge functions zoho.crm.createRecord and zoho.crm.updateRecord produce any kind of error then to automatically send me an email as 'alert' that something is going wrong with a record? As for now we find by lack if
https://crm.zoho.com/crm/IAMSecurityError.do?isload=true
I put a web form at the bottom of my blog. http://www.philadelphia-electricians-how-to.com/ I can't get it to work. I get this error; Unable to process your request Click here to go back. On this URL: https://crm.zoho.com/crm/IAMSecurityError.do?isload=true
Updating a Multi-select field with Deluge
Hi, I created a custom module and I am using a custom function to generate a quote from an entry. Now how can I link the quote to the entry in my custom module? I tried to add the API name of the multiselect-field but it's not linking it. paramap = Map();
Using Postman CRM API Collection can't Generate Access Token and Refresh Token
Hi, I have been trying to explore the API using the Postman API Collection by following the instructions described here: https://www.zoho.com/crm/developer/docs/api/v2/api-collection.html However, I have been unable to get step 4.2 to work "Generate Access
Setting up scheduled actions in Zoho CRM | Meetup Snippets E08
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The eighth snippet in this series taken from Dallas ZUG meetup in January 2022, features Shanique Young, walking us through a simple workflow automation
Syntax error I don't understand
Hi! I have this calculation, which gives me a syntax error; ${Leads.Elbil kostpris}*(${Leads.Finansiering rente}(1+${Leads.Finansiering rente})^{Leads.Finansiering mdr.})/((1+${Leads.Finansiering rente})^${Leads.Finansiering mdr.}-1) Could someone point
Integrate Google Drive with Zoho CRM Custom Module
The Zoho CRM and Google Drive Integration are developed with collaboration in mind. When you integrate Zoho CRM with GoogleDrive, you can access all the files stored in your Google Drive account from Zoho CRM and vice versa, attach files right from the
Google contact sync time frame
Hi, is there anyway to increase the frequency of google contact sync? We have issues where the delay of 1 day (shortest time frame available) in sync causes issues with unrecognized phone numbers. Alternatively, is there a service which syncs zoho contacts
How to add Google Drive to Products
Hi all, I added Google Drive extension to my Zoho CRM but I noticed that it adds folder just to contacts, leads, company but not to products. Any way to configure it to have Google Drive folders for Products too? I'm running realtor business and I've
Google Drive
Hi all, how can I add Google Drive folders to Products? Actually they create only in contact, company, etc but not in products items. Thanks
Zoho CRM Extension Publication
Hi Team, Need clarification on the ZohoCRM extension marketplace publication. In Sigma, we got the option of submitting to Marketplace. Once we click that, the status automatically changes to Incomplete but we didn't update the required description,
Duplicate Entries while using Zoho CRM API or some internal Zoho process
I am using Zoho CRM API to create Zoho Contact first and then creating Zoho Account and linking this account entry to Zoho Contact. I found after some time Zoho CRM shows 1 contact and 2 account entries. Is there any clue why and how its happening? Is
How to auto-Refresh detail page of a module on clicking on Save button in zoho crm?
Hi, we want to ask about auto-refresh of a page i.e. Detail/View Page in zoho crm. Is it possible to auto-refresh Detail/View page of a module after editing the record. Means when we click on edit and then click on Save button, It auto-refresh the page to avoid client from doing manual refresh the page. We want to do this using workflow rules in Zoho CRM. And give us better option to do the task if there is. Any help will be appreciated.
Questions about SMS and Voice call logging
I'm looking for suggestions to support these neds: I Here's what I need to understand and do. I have independent contractors who carry a personal cell phone, and which use their personal physical device to conduct my client's business. I want to provide
Subforms within quotes
I have a subform when building a quote - however i do not wish all the information on the subform to be visible for the prospective customer. When creating the canvas view to pull through the subform it pulls all information with no editing capability.
Auto-populate contact mailing address to a custom module
I have created a custom module for Sample Orders. When I select a Contact within the custom module, I'd like to auto-populate the Contact's mailing address into my address fields, including street address, street address 2, city, state, zip, country.
Deleting Record with ExternalID Dosent delete internally
I deleted the record containing ExternalID But when I add the record again with same external ID it gives error Response {"data":[{"code":"DUPLICATE_DATA","details":{"api_name":"Code","id":"4342876000009687028"},"message":"duplicate data","status":"error"}]}
Does API Insert ignore fields not on the layout?
I'm inserting a Contact using the API. I'm specifying the Layout on the new Contact. I have a custom field called "Expiration_Date" that is not on the specified Layout (but it is on other layouts). After I insert the Contact, the "Expiration_Date"
Using a date as a dropdown
Hi I've got a dataset with expected completion dates, I've made a formula to extract the Month and year from this and now would like to convert this into a drop down list so I can group my dataset on Kanban view. Any ideas on how to do this?
List View - Mass Action Menu Buttons Gone from All Views
All of our List View - Mass Action Menu buttons are gone from all views and won't show up no matter what permission are set. This correlated directly with when we started using the new canvas views. But even when we switch back to standard views the buttons
Round Robin Lead Assignment
Hi, I'm looking to use the round robin assignment feature, and I'd like to use the bit where it allocates to online only employees. My question is, if none of my users are online, what happens?
Healthcare enrollment platforms that are integrated with zoho
Our organization sells health insurance. We use a couple different enrollment platforms for the bulk of our clients. One of those enrollment platforms is Messer. The other is Health Sherpa. The issue is that once we enter a ton of data into those enrollment
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