Import new account ID
Hello How can I import a csv of accounts without account ID's and let Zoho generate it ? I saw a previous post of people doing it themselves via excel but I cannot take the risk of having a duplicate by coincidence Thank you
How to open link in new tab with Canvas
Hey guys I'm trying to move our CRM to the new Canvas platform to make them look a little bit nicer. But I need buttons that open a URL in a new tab. I've tried things like `window.open(url)` but I get an error that says `window is undefined`. Is there
How to generate auto email notification when new Notes added to Zoho accounts?
Dear users, We have set up auto email notifications for various modules within Zoho to notify select group of users, each and every time a new entry is created or edited in parts of Zoho CRM. However, Zoho has no apparent provision for auto email notification
Is it possible to delete child records when the parent record is deleted?
We created two custom modules in Zoho CRM. One is a parent record and the other is a child record (i.e. has a lookup field that references the parent). A parent can have multiple children. Is it possible to automatically delete the child records when
How to start a scheduled call
Hi, we are starting to use the call scheduling feature but it seems that are are not using it correctly. I have read the documentation, but that does not help with my question. When I schedule a call, how can I start the call. There is no start call button,
CRM Mail Merge - break apart date for contract
I have a date stored in CRM for a vendor, which I need to break into separate fields in the contract. The field is called «Contacts.Contract Date» which appears as MM/DD/YYYY I need it to appear on a line of the contract as: Effective this <<DD>>
OAuth authorization enablement and Other enhancements in Webhooks
Dear All, Greetings!! We are deprecating the use of Authtokens and the same has been intimated in the Authtoken deprecation announcement. Further to the notification, we had also mentioned about the impact it has on the existing webhooks and migrating
Creating an input form where 2 related values always need to be coupled together (e.g. weight value + weight units).
The problem I'm trying to solve is that I don't want the fields to look like discrete, separate fields from the user's end. On a website, when you enter related values like your height & height units, or weight & weight units, typically there's a dropdown
Is there a way to associate a project upon create from Zoho CRM?
I have a workflow which creates a deal and a project together automatically. Is there a way to programmatically associate the newly created project with the deal? This is different than manually creating the project from within the deal which then causes
Unable to save integration in Desk
Hi. I have a problem when I tried to integrate Zoho Desk within Zoho CRM. When I try to integrate Zoho Desk through the marketplace of Zoho CRM I get the message "Unable to save integration in Desk" I did the configuration and everything looks good but
Using Workflow to add lead to Campaign
We send email invites to our leads and contacts to visit us at Trade Shows. I normally create a filter in the Leads list view based on who I want to invite. I select a group and tag them so it's easier to reselect them after sending the email. Then
Workflow and Function to update Lead's Campaign status.
I've created a workflow that will trigger when I add a tag to a Lead. The Workflow will send an email and run a function that will add a Lead to a specific campaign and their status as "Sent". I've tested the function and it works. When it runs through
Workflow limit
I am new to Zoho and I've tried to setup 2 workflows to be applied. The first workflow is 5 tasks to be upon new record being created. The second workflow would apply if a field was updated, this workflow has 3 tasks. Is this possible?
Got INVALID_TOKEN on REST API Function
Hi Team, We are requesting ZAPI Key for REST API Function in the Zoho CRM extension on installation using the following code m = {"nameSpace":"<portal_name.extension_namespace>"}; apikeyresp = zoho.crm.invokeConnector("crm.zapikey",m); zapikey = apikeyresp.get("response");
Zoho CRM Function - delete records not working
Hello, I'm trying to delete a record from a module. I'm trying to do this from within a deluge script in CRM Function I've read and tried to follow the example here: https://www.zoho.com/developer/help/scripting/delete-records.html but when I run that
Changes in Pipeline report?
I automatically generate a Pipeline report once a week and send it to a distribution list. Is there a way to automatically highlight any changes from the current report and the one sent the prior week?
Sort Order for Reports
Need to be able to set the default sort order for reports. Moderation Update: With the revamped Reports, the option to filter and sort the report using the groupings is available. Read more on the same in the link below. https://help.zoho.com/portal
Converting an Estimate to a purchase order (from multiple vendors)?
Hello, I work for a small landscape company, we are looking for the functionality to create a purchase order from each deal we close. Here is an example. John is looking for landscaping, we create a deal for him and estimate that it will cost $20, the estimate includes $5 of stone from vendor A and $15 of dirt from vendor B. When Johns signs a contract and says the estimate looks good, its time to order materials. Is it possible to convert the original estimate into a purchase order to order from
How do I set up the Zoho CRM to accept product information without user authorisation?
Hello, I have a web catalogue administration system (in Classic ASP) that manages products. When a product is created or updated, I want the website to sent a JSON request to Zoho CRM: 1. If the product already exists (using a key as the test) then Zoho
Recognise multiple email addresses per contact
It would be great if Zoho CRM could properly recognise where a contact has more than one email address, and include emails from all their addresses under the Emails related list. We have lots of prospective customers who email us from both their work
[TYIA] Zoho CRM using Deluge
Hope all is well. I would like to learn systematically to develop Zoho CRM using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
Multiple Reply To in Mass email
I need to send a mass update to a group of Contacts. It's important that when a Contact replies to the email that they can click Reply All and reply to the Sales Manager as well as the Customer Service Rep. It's important that both the Sales Manager
Add lead owner email to Custom field
I am building some automations that will require the lead owners email to be placed in a field when I move some information out of the CRM. How can I go about mapping the lead owner's email to field in the record?
Merge image or attachment from CRM
Is there a way to merge an image (either from a field, or from the attachments section of a record) into writer? I cannot for the life of me figure out how to do it.
Zoho is slow on the backend, causing issues with my workflows
In the past 30 days or so I have experienced multiple issues caused by slowdowns in the Zoho backend. These issues are never shown or reflected on status.zoho.com and it is only after spending a significant amount of time with your support team that
Calculated age with no DOB
Hi, I currently use this formula to calculate age using DOB: Year(Now())-Year(${Candidates.Dob})-If(Month(Now())*100+Dayofmonth(Now())>= Month(${Candidates.Dob})*100+Dayofmonth(${Candidates.Dob}),0,1) However, not all clients have a DOB value available,
Importing details from insightly crm
Hello I am looking at seeing if it is a viable option to switch my crm from Insightly to Zoho but have hit a snag when attempting to import historical data from Insightly. Currently my Insightly contains all my customers and their visits related as well
ZOHO Python SDK not persisting OAuth token
Hello, first of all, I contacted ZOHO Support 14 days ago. No answer. Kinda disappointing to be honest. I am currently using the zohocrmsdk2-0 in version 4.0.0, installed through pip in a virtual env. with Python 3.9.7. I can successfully run the method
Fix the PASTING problem Zoho
Zoho - I've discussed with your team before, and I thought it was corrected. When ever you paste content into your broken template builder, it causes problems. It's not an issue with the source I am pasting from, it doesn't matter if I copy an article from the web, an email, microsoft, or notepad/textedit... it's (another) zoho issue. It is rather frustrating. Please fix it Here is my screenshot:
How to edit an auto-number field?
Greetings, I hope find all doing well and safe! I have two customised fields on my CRM, one from Leads and the second from Potentials. They are auto-number field, with prefix and suffix, and are used as unique identification to each one (Lead number,
Pop-up before closing a specific task
Hello. Is it possible to get a pop-up message when closing a specific task. We have a task with sensible information and I want that everyone deletes that information before closing the task. Is it possible to get a pop-up message or reminder when someone
How to see if contact has other Deals
I'd like to know the best method for adding a section or related list to the Deals details page that shows other Deals a Contact has. In the Contacts Module, the detail screen has a section with all of the contact's Deals, and I'd like something similar
Dynamic Hyperlink in Email Templates
Hi, I am looking to create dynamic hyperlinks into my email templates. The URL will be determined based on the lead information. Right now I am creating that URL in the email template but I would like them to be able to click on it instead of having to copy and paste it. Thanks!
Live Dashboard for Zoho CRM (& other Apps)
I'm looking for a live dashboard to display in our office for the Sales team that analyses data from Zoho CRM and other programs that we've syncronised with Zoho CRM (so all the data is in one place so it should be pretty simple). Analytics in Zoho CRM:
How to share Activity Tasks with a colleague?
I want to make sure for an important task that it will be not missed. So I would like to share this activity task with my colleague - so my colleague can see this task as well - but is not responsible. But can act on that topic if I am not available.
Extension pointers #5: Working with widgets to power-up extension capabilities (Part-2)
Widgets simplify work and enhance the functionality of Zoho CRM by contextually embedding third-party services and adding new features to Zoho CRM. In the previous post (Part 1), we mentioned what widgets are, the basic steps to install ZET CLI, and how
Attachment Category
We've been using Recruit and CRM the most and for the most part, they have been awesome. In Recruit, when we upload to the Attachment section, we would have the option to customize the Attachment Category of the file we're uploading. We're free to create
How to find customer product wise or save contacts product wise ?
In zoho crm
associate contacts on account to a deal
is there a way to automatically associate all of the contacts on an account to a deal when created? maybe through a function or workflow?
Specific attachments visible for specific users/roles
As of now, it is not possible to let specific attachments be visible only for specific users/roles (see question below). I want that only specific people can see attachments within a module. Any other users who want this feature too?
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