Does SDK automatically retries a few times before it fails?
Hi, I was wondering if php SDK in CRM automatically retries the request a few times before it finally fails? And if so, how many times? Secondly, is there a built-in method that can do this for me? Thanks in advance!
Find Project Associated to a Deal with Deluge?
Hi What's the simplest way of finding the project ID for a project already associated with a deal using Deluge? Basically, I need a custom button on the Deal that when clicked gets the associated Project for the deal. The project has already been created
List tickets in a dashboard
Hi all, Is it possible to create a component on the dashboard which displays the latest open tickets in Zoho CRM?
Script: Update ALL leads one at a time in 10 second increments?
I use Zoho Flow to update ZohoCRM records but if I use a macro or update too many records at once it breaks the flow. Can someone share a script that would trigger a field update (any kind you wish) for each of my "Leads" in a specified view, but that only
Account Name Not Showing On Label
Hi All, I rather urgently need a solution to this bizarre problem. I have selected all the fields I need for a label but when I got to Print Mailing Labels, it does not show the Account Name. Done this in the past with no problem, so at a loss to understand
Can't sent emails from Zoho CRM - pop up screen is blank
I have a new user that is trying to send emails from CRM. When she clicks on 'Send Email' from an account, she gets an empty, white box. She is using Google Chrome. Thoughts as to how I can get this working for her? Thanks.
Make your CRM layouts dynamic with conditional layouts!
Conditional layouts in Zoho CRM offer you an interface to seamlessly manage the dependency between fields in a layout. Your sales data are often inter-dependant. Let's say Zylker Real Estates deals in the sale of residential property - such as apartments, plots and villas. While you create a new record for an apartment, certain fields in the form may become irrelevant. For example, fencing details may be required for plots but not for apartments. But they are still present on the layout. There may
Unable to use deal. stage
We added a new stage to the probability mapping called 'On Hold', but are unable to changed any deal to stage 'On Hold'. The new stage shows up under the Kanban view, but we cannot drag a deal to the stage.
Create Purchase Order with Product Description lines through Integromat
Hi all, I am trying to create a purchase order through integromat with each product having a very specific description, however i am struggling to work out how to add the description though Integromat as when i use the standard functionality there is
=Datepart(Now()) - date math - (it's always about date math, isn't it?)
How I wish this would work. =Datepart(Now()) Does anybody have the correct syntax handy?
Associate a contact with multiple accounts?
Many of our contacts will have relationships with several firms. They will be the CEO of one company, and sit on the board of directors of a couple of different companies, possibly associated with a non-profit foundation, etc...and many times all of
Creating Purchase order through Integromat with Product Description
Hi all, Is it possible to create a purchase order through integromat which includes the product description field? I have two options when creating line items in the Purchase Order, i can either set the value for specific fields (second screenshot), or
I have a function that used to work, now it suddenly stopped
I have 4 functions in total that are coded very similar, 2 of them work fine, the other 2 worked until recently. I am attaching 2 files, 1 is the code that still works, the other doesn't work anymore I know the code is good in the one that doesn't work,
Introducing 3CX, CallHippo, Pipechat, BulkSMS, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
What is the expected method for editing dashboard components?
Every time i try to adjust the components in our dashboard I end up going around in circles. This page: https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/dashboards/articles/create-kpi points me to a 'dashboards' tab, that doesn't seem
IMAP Set-up: "Email Sync is in progress. You will receive an email notification once the sync is complete"
Tried to set-up IMAP email this morning. All server names and port numbers are correct and verified (by Zoho online support staff who spent a couple of hours with me trying to resolve issue). Unfortunately, the above message has remained in the email
Introducing Zia Recommendation Analytics
Dear All, Greetings! We are excited to present Zia Recommendation Analytics in Zoho CRM. Zia recommends products or services to the CRM users by understanding historical behavior of records and by correlating similar attributes. These recommendations
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
Quotation - One Product with multiple type of charges
Hi Zoho Support, We have products that we quote to our customers in a itemised way as to separate them on the basis of: 1. Upfront costs 2. Setup costs 3. Monthly recurring costs. Here is an Example for the Product: ADSL Internet plan. Upfront Cost ADSL
Purchase Order field doesn't show up when doing Quote conversion Mapping
When I am doing Quote conversion Mapping, I can't map "Purchase Order" to Sales Order module and Invoice Module. It doesn;t show up on the "SalesOrder Field" and "Invoice Field" Can you please help Thanks
Meetup Snippets E07 | Setting up survey form workflow in Zoho CRM
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The seventh snippet in this series taken from Houston ZUG meetup in January 2022, features Kevin Paylow. Kevin walks us through a simple workflow
Rename the file when exporting to PDF
Hi, To perform the export, there is no option to change the name or within the editing the templates. We would need that can be included as the file name a format similar to "our company name" + "OC #00000001 ". Bone, which exported with the name of
Spotlight #8 - Automated actions in SLAs
The earlier SLAs trigger standard emails and escalate them to the manager or the admin when the set time is crossed. With automated actions in SLAs, you can configure user-defined actions, including tasks, field updates, executing functions, webhook etc.
Zoho learning for free!
Hello all, To anyone looking to becoming an expert in Zoho, we have some good news. We are happy to announce that one of our education partners, Peter Fuller, has come up with a set of free courses. Feel free to hop on to his academy and checkout and
How to add records in Zoho Sheet Template
Hi Good Day I want to integrate Zoho CRM to Zoho Sheet the scenario are the following I have a transition in Zoho CRM name Start Initial review. And I have created a template in Zoho Sheet Under My Template Now, what we want, once the user clicked that
Meetings Module - Location Field
Vertical Solutions Question: Does anyone know if it's possible to turn the Location field on the Meetings Module form into a Lookup field to Contacts Module addresses? Or, is there a way to add a Lookup field to the Meetings Module, then hide the Location
Function-21: Update all member accounts simultaneously when the parent account is updated.
Welcome back everyone! Last week, we learnt how to create events automatically on specific days of the week. This week, let's look at a custom function that helps you to update member accounts automatically when the parent account is updated. Business scenario: It isn't strange to have multiple branches in a business. Or having contacts with multiple branches of the same company. Either way, it would be better to have multiple member accounts for easier identification rather than have all contacts
twilio call transfer
Hello. looks like the most basic function for twilio integration are missing. you cant transfer a call or you cant put a call on hold these are basic functions of a phone system. twilio is unusable. here is the link to the api incase you need it. h
Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill and
Bigin Built in telephony
Wondering if Zoho is going to bring the built in telephony in Bigin to CRM? Zoho has needed to offer their own modern telephony solution for a long long time!! Its a major weak point from our point of view. We've tested several U.S. telephony's that
Deals Territory Assigment
Hello, We are using Deals and assign them to Territories to have an overview in forecasts of our targets. Now we notice that if a standard user (non admin and non territory manager) makes a hit, it's impossible for him to assign this deal to a Territory.
Quotation custom fields not showing in reporting
in the Quote product area I have created two new fields, "Area" and "Option", they are simple pick lists and are working correctly. BUT...... They do not show as available when I try to create a report and I need them. The product description which is
zoho.crm.getRecords()
In Custom function i want to fetch 20000+ records, so i used zoho.crm._getRecords("CustomModule1"); But I have to update only 1 record among 20000+ record at one time. If a new Account is created, and if i have 200+ products in my custom module Product Master then in my custom module ACCOUNT PRODUCTS 200+records should be created with that account name & product name respectively. Below is the code. ============== accdetails = zoho.crm._getRecordById("Accounts",accID.toLong()); accname = accdetails.get("Account
Seting up sales objectives
Hi, I feel like there most be a very easy way to do this, but I just cannot find it. How would I be able to set up goals for our sales rep? I want to be able to create a quick graph where he can see the Sale Objectives that we are asking him for a certain
Lead Name under Leads is pulling the leads Last Name field
On my Leads tab, I want to display Lead Name, Company, Email, Phone. All fields appear to be pulling the correct data with the exception of Lead Name, which is pulling in the Last Name data, as opposed to "ABC Co." as an example.
What's the best way to get all the records in a module
I currently have a products module in CRM that has more than 200 records but if I use a get request in deluge, it only returns 200. What's the best method for getting all the records in my products module considering the fact that I don't know exactly
Layout Rule applied to the Layout that it's not related
Here is the case: We created another layout for our deal module and made adjustments for the users that are going to use it. Old Standard layout is having a layout rule which sets up a couple of fields mandatory upon changing the stage to the Won. But
Is there a free edition (not free trial) of CRM?
I was looking at the price plans for CRM and for the Standard plan it mentions a "Free" for everything in that plus Standard features. But it appears there isn't a free edition. But I know there is a free trial version for all version which I am using
Find and Email to All Records Associated with a Deal
In the Deal module, we have a lookup field that links to a custom module called "Realtors." When a deal has a realtor that is part of the deal, we have this "Associated Realtor" linked to the deal. All we now need to do is figure out how to email all
Updating Pricing_Details on PriceBook using API not working
Hi there, Im encountering a problem updating pricebooks through the API. (for the sake of the length of this post i removed the `$approval`, `$review_process`, `Owner`, `Modified_By` and `Created_By` keys from the data as they are not relevant) Here is
Next Page