Bold field name as an option when creating a layout - create greater visual contrast between field name and field data
I would like the ability to bold the text of a field in the layout. It would be helpful to make a bigger visual distinction between the field name and the data in the field. As of now, the only distinction between the field name and the field date is
Distinguishing between Zoho CRM and Zoho CRM PLUS
We are building application that utilizes Zoho CRM API and we have noticed that some things on Zoho UI pages are different for free CRM and CRM Plus (e.g. adding description seems to be available for any kind of Call in API, but UI, depending on whether
Combining CRM Regular Fields & Subform Fields for Report (IN ROWS)
I am trying to combine data collected in CRM from regular fields, and subform fields, and have them listed in rows. Creating a report from scratch, and adding the subform as a related list, I get the following results: As you can appreciate from the screenshots,
Automatic pop up of leads for cold calls?
Hi all, we have a lot of cold calls to do every day. Is there a function within Zoho that lead contacts automatically pop up? Thx & Greetings, Gabriel
Get notified by Zia on different mediums
Dear All, Greetings! We have a quick update about Zia notifications. Let's go! Zia instantly notifies you of the alerts, anomalies, and updates observed in CRM. It grabs your attention and lets you prioritize your work items. Thus far, these updates are
See scores for each deal in deals module
I set up a scoring rule for my deals in CRM, which works great. Typically we use the kanban view for our deals and I was hoping I would be able to view the score on the cards in each category. Is this possible?
Assign Task to Multiple Member Users
Hello, A key element for the success of ZOHO with our business is the ability to assign a single task to multiple users (or a group). Is this possible in the current system? We do not want to create the same task multiple times, rather have one task
Custom Field and Tab names in other languages
If I add a custom Field, or I rename a Tab (for example, Potentials to Opportunities), and I have users in other languages in my Zoho CRM, they see the custom name as I entered it (no surprise). Is there a translation table that I can use to do a manual
Automatically Create Accounts and Contacts when a new Lead is added
I see Leads, Accounts and Contacts as being a lot of redundant data. In fact I would probably only use either just Leads and Accounts or just Contacts and Accounts if not for the fact that several other features I want to use are dependent on all three.
Deals Total Score Field
Hello, I have set up deals scoring rule. The rule works ok, each deal has a positive and negative score. I am not able however to put "total score" field in the Deals List View, so I can sort deals by score. I can open each deal and see the score, but
Access denied error when refreshing API token
Hello, I have checked our logs and I noticed the following situation: 1) API token expires 2) we try to refresh it, the response is access_denied Example dates when this issue (access_denied) occurred: - Tue, 07 Apr 2020 04:44:49 GMT - Sat, 04 Apr 2020
Last Activity time is not update!
I have send email to a customer but Last activity time is not updated but timeline field work fine. IN front of contacts the last activity time is not updated.
Why does Zoho close topics when they haven't solved the problem
Below is a prime example of the admins closing a thread of an issue we have been waiting years to be resolved claiming it's fixed, IT'S NOT! The question is around adding BCC to workflows, the solution is adding BCC is to mass emails which is not even
Zoho Finance Bug: Sales Order "Status" Filters does not work when using Zoho Finance > Sales Orders Module
Summary I'm trying to filter Sales Orders based on Status. None of the status options shown return records even though I have several hundred that fit the criteria. To replicate scenario - Open CRM "Zoho Finance" Module & go to Sales Orders - Select the
ZohoCRM and Office 365
Hello, We are looking for input from other users and perhaps Zoho. We have enabled the New Microsoft Office 365 Integration on our account. Zoho added a new Calendar to our users accounts so they now see their original default calendar and the new zoho calendar in the Office 365 Portal. The Zoho Calendar Syncs perfectly at first glance to this new Calendar in the Office 365 portal: Working: You initiate an event on the Zoho Calendar and it appears in Office 365 (Zoho Sync'd Calendar). Working:
Workflow problem since update
Hi, is anyone having issues since the update today? Our clients are getting sent multiple emails of the same thing for some reason today.
Products selections in Invoice modules - CRM
Hi! When I create an invoice, in the Invoiced items section, I need to be able to: Product category A -> Product Name (List of products name in category A) Product category B -> Product Name (List of products name in category B) Product category C ->
Sync Two fields between Deals & Contacts
I have a custom Social Security Number" field in my Contacts Module. I also have the same custom field in "Deals". Is there a custom function that would allow these two field values to stay in Sync? So if you change the value in Deals, it updates the
Add Activity to mass Leads
Hello, I am trying to add an Activity (Call) to a mass amount of leads but I only see the option to create a task. I'm trying to do this so when our Business Development Reps call the leads, they can easily document the result of the call and log information
How to change or add custom Sales Order Owner
i was trying to update or add different sales order owner through php sdk api this is my code it shows success but no changes are made this is my code $record_id = 4080213000022405377; $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Sales_Orders");
Access to my custom modules after trial period is ended
TL;DR, Let me export my data after my trial is ended. My trial period is recently ended. I had some custom modules created. I can not export them right now. I understand that I need to upgrade in order to create new modules but exporting my old data
Redirect to Zoho EU
When logging in to www.zoho.com/crm we get automatically forwarded to www.zoho.eu/crm Presumably because we are based in the UK - anyway to stop this? Our CRM isn't on EU servers.
Zoho CRM Meeting shows Accept when particiant has responded with Reject or Maybe
95% of meeting participants using Outlook uses the built in buttons for Accept, Reject or Maybe. The Zoho CRM meeting module shows responses of theese types from participants. The problem is that they are only correct if the Participants are using the
Alignment issue and bugs in zoho canvas builder
Hi, I am facing issues in new canvas builder . The alignment of the canvas builder is not adjusting according to the layout and the size and width of the different section are getting unsettled . When i see the preview then everything looks fine but when
Fields for Matching Records
The fields available for finding matching records should include City and State. When converting a lead and there are several potential matching accounts, the pop-up screen only shows Account Name, Website, and Phone. This is of little help when we
Can CRM Sandbox be created off of another sandbox?
Hi, We have a prod CRM, then we created Sandbox1 off of that. And we would like to create Sandbox2 on top of Sandbox1. The goal is to deploy changes from Sandbox2 to Sandbox1, then, if ready, deploy from Sandbox1 to prod. Is that possible? Thanks in
Introducing wizard functionality to sandboxes
Dear All, We have extended Wizard functionality to Zoho CRM's Sandbox feature. Henceforth, you can utilize wizards in your sandbox environment and deploy them into your production account. Let's have a look at the enhancements in detail. Supporting
Cannot Attach Files from Google Drive
I was happy to find a new functionality of attaching files in CRM from Google Drive. However, after authenticating GD in both CRM and on my phone's security alert, the screen seems to hang, never fetching my GD. What could be wrong?
Get CRM Field in creator from with relate list function
I'hv add relate list in ZOHO CRM by custom app with creator and mapping with OID. How can we auto OID number when adding relate. We have try onLoad in deluge with creator. But what field we need to get to put value to new record. Do zoho crm send variable
Custom report showing each rep's deal amounts by stage is producing duplicate deal amounts
My custom report showing each rep's deal amounts by stage is producing duplicate deal amounts. It is counting the same deal amount multiple times for each update to the stage or deal. This should be a very basic and easy report to create and I'm told
Tracking logs for when a record owner was changed.
We're trying to trace when the owner was traced for a particular record. This happened last July or August, and we need to be certain on the date. We couldn't find this in the audit logs, and checking the timeline feature has not been helpful too as it
Convert button in custom module?
I have two separate types of leads. One is leads for sales which I have in the leads module, and the other is leads for recruiting which i have created a module called "candidates". With the leads module i can easily convert to deals. I noticed when
Show record layout options in create record dropdown
This feature request is based on a vague idea to populate the create entity button with options which would mirror layout types and rules. Probably more complex because of permissions. The need stems from my original post: https://help.zoho.com/portal/en/community/topic/create-campaign-layout-type
Can Zoho Automate a Product Assignment Based on a Field within my lead?
My leads all choose a course selection when they sign up, so when a lead is created, that course updates a field. Can I automate an assignment of a matching product with that course selection or do I have to manually do it each time?
Notifications API - Can't get details nor disable
I get a 204 No Content response when I try to get details of a notification channel: curl "https://www.zohoapis.com/crm/v2/actions/watch?channel_id=3583444281228&module=Contacts" -X GET -H "Authorization: Zoho-oauthtoken 1000.ccc3d1xxxxxxxxxxxxxx.bc7edxxxxxxxxxxxxxxxxx"
How to set a lookup field by name
Hi, I am using PHP SDK in CRM, and I created a custom lookup field referring to the Accounts. The only way to search that field value is by (unique) name, and it should return an account. I tried something like $record1->addKeyValue('my_new_account_lookup_field',
How to Autofill a Lookup field based on another field?
I have a module called Invoices and within that module I have a field called Service Contract QB Reference and another field called Other Contract QB Reference. Service Contract QB Reference is a lookup column that corresponds to my Contracts module.
Make a Lookup field auto populate other fields?
I'm trying to make it so a lookup field relates to a custom module and once I enter a related record, it auto populates other fields. For example: -I have a Leads module and a custom module called "States" -I want the Leads module to have a lookup field that i can find 'California' and then it fills in the 'capital' 'population' and 'size' field with appropriate information that I have listed in the 'California' record in the 'States' module. How do I best go about this? The workflow rules doesn't
Problem with type mismatch
Hello. I'm trying to grab a field value in a CRM record by first looking up the record by name. It seems I must then lookup by record ID so I can have access to custom fields. Here is my short sequence that is getting an error: productRecord = zoho.crm.searchRecords("Products","(Product Name|=|Magnetic Attraction)"); productId = productRecord.get("Product_ID"); productDetails = zoho.crm.getRecordById("Products",productId); audioUrl=productDetails.get("Audio"); The second line has produced the following
Request for contact update
Greetings all! We are in the process of moving over from SF to Zoho and the one feature I would really like to see if a "Request Update" for contacts. SF has this feature and we use it frequently to send a request to our customers to update their contact
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