Is it possible to show Sub-category based on Category in Picklist ? Or May be using code for dropdown.
Is it possible to show Sub-category based on Category in Picklist ? Or May be using code for dropdown. How ?? Let me know if required any details...
Deleting duplicates/sending mass email to accounts
Help please :)
Bulk Update of Currency Exchange Rate History
Hi, Is there any way to bulk update of currency exchange rates (via screen or import or api etc.) ?
Charts in the new Reports Module
The new version of the Reports module seems to have removed the ability to add a simple Chart to a report, which means the only method for visualising Data is through Analytics, which still has a limit on how often you can refresh the data - every 3 hours
Add merge fields into workflow task creation
It would be vice to have merge fields available for in the creation of new workflow tasks. Example. I have workflow task setup to be generated when a new case is created. Like the e-mail template, it would be nice to have the ability to insert merge fields in the description section and the subject line. This way, when the new task is created it will have a few bits of information concerning the case it is related to. I know that the task will have a link to the case, but as a quick view, it is convenient.
Sandbox API access
I have created a Sandbox environment. I have got the Postman Rest Api collection as per https://www.zoho.com/crm/developer/docs/api/v2/api-collection.html I added a "Self Client" at https://api-console.zoho.com/ and then generated a Code (and selected
Downgrade from Enterprise to Professional
When I downgrade, what happens to any Custom modules I have created, do they stay in CRM or are they deleted ?
Contacts report to include mailing address from Account
Hi all, I want to run a report for all contacts in my DB for mailing purposes. I want the report to pick up the mailing address from the account each contact is associated to, unless the contact has their own dedicated mailing address. Can this be done?
Zoho CRM and Dropbox Custom Functions and Usage
Hey all, Looking for input and advice with Dropbox/Zoho integration. I'm looking to do more than just create a folder every time a lead/deal/contact/account is created. I'm looking into custom functions to use with dropbox, like moving, deleting, and combining Dropbox folders and items for customers. Anything I can get for insight on the basics of function writing for Dropbox is welcome. A few goals I'd like to accomplish: Move a Lead's Dropbox items to their new deal folder once a lead is converted
Can't add user to Ring Central integration
I have one user, a new user who I can't connected through the Ring Central integration. When I go to Manage Users and add another user, her name doesn't pop up. I have checked and double checked her security settings and they match the other 5 users just
Introducing Dialpad, Xoxoday, Elevate, 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 September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Workflow rule : Updating the
Hi All, Initially, my plan was for the sales rep who disqualified any of the leads; the leads will automatically go to another sales rep which I put customer service as a sales rep so that the sales rep cannot claim their leads anymore. However, I also
Use SQL Server for Token Persistence
I need to use SQL Server, not MySQL, for token persistence. I have seen that I can create a custom persistence, but I'm not sure how to implement the various methods. Is there any example code available?
Validation rule that excludes comma but allows fullstops
I have a field that needs to allow just numbers and fullstops (as could be long decimal) and have tried using the validation rule contains - ,,/,£,a,b,c,d,e,f,g,h,i,j,k,l,m,n,o,p,q,r,s,t,u,v,w,x,y,z I chose these as they are the most common things entered.
Custom Button
Good afternoon. I'm currently trying to program a Custom Button to convert a Lead into a Customer. I have it at a stage where it works, the Lead remains in place and a Customer is created and the information required is transferred, however I'm having
Zoom CRM Extension
Is there any functionality in this extension that works with Zoom Phone? Or syncing contacts between CRM and Zoom phone?
Kaizen #20 - Node JS SDK
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the Node JS SDK. What is the Node JS SDK for Zoho CRM? Node JS SDK allows you to create client Node JS applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. What can you do with the Node JS SDK? Exchange data between Zoho CRM and the client application where the CRM entities are modelled as functions. Authenticate
Mailchimp Campaigns sync to Zoho
Good day, I have installed the Mailchimp Extension for our Zoho CRM Enterprise Edition. I have synced everything and I have added all the needed information. The one thing I am trying to figure out is how do I sync the campaigns reflecting in Mailchimp,
Pre-filled products for Quotes / Invoices templates
We sell a few basic items with every order and then we try to sell add-ons. Currently when we create a quote we must start every order from scratch and place the 5-6 basic items on the form just to get started. Is it possible to have a template creation
Select all records in contacts
How can I select all my contacts so I can print postage labels for each of 1000 or so contacts?
get an error when trying to get token
#
#Tue Sep 25 04:25:24 PDT 2018
CAUSE=NO_SUCH_USER
RESULT=FALSE
when i trying to get an token. can any one help in this situation? https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=alpesh.***@gmail.com&PASSWORD=IIG**uHb6&DISPALY_NAME=mage
Which account having Installation Instructions for VonageConnect for Zoho ?
Hi, We need one clarification for integrating the VonageConnect with Zoho CRM. The follwing Installation Instruction is given by our Zoho CRM, Open the installation instructions email and keep the Confirmation Code handy for later. Click on the Google Chrome Store link under Step #2. https://chrome.google.com/webstore/detail/ppoplnnbacplnbaooniphmeljfmgipfh We need clarification on 1st Instruction(Yellow Mark). Which account having the installation instructions email? Where Consirmation Code is available?
Is it possible to consume a webservice whit Zoho API?
Hi all, I am new in Zoho and I don't know the API possibilities yet. I have a client that uses Zoho and he wants to obtain data from another application. I thought about the possibility to make Zoho call an webservice to fetch data from my application.
Zoho CRM notes
Is there a way to filter notes by User (who created the note)? Some of my contacts can have up to 300 notes, we use Zoho CRM to operate a law firm, Somtimes I just want to see the notes I added. It would be amazing if we can filter notes by User.
"Invalid Credentials(Failure)" when configuring IMAP (Outlook)
Hi I keep getting this error, i have double checked the TFA App password as well and I just cant get this to work. Is there anyway you can check from your side if we are missing something?
Firebase app connection to Zoho CRM
Hi! I noticed that theres no documentation on how to connect a Firebase app to Zoho CRM, so that customers could for example change their personal information in the CRM. I have been battling with this problem for a couple weeks and haven't found a way
Unread Contacts
One of the public views in Zoho CRM Contact module is "Unread Contacts". What is it? I tried googling, checking with Zia, searching in the documentation, and here in the forum. A mystery, no definition at all, yet it is a view created by Zoho, and supposedly
Zoho CRM: What You Get in Free Version?
For the small and startup organizations that can’t afford a significant investment, the fully-featured free version of the Zoho CRM offers all the vital functionalities that a small business needs. It includes every robust feature for sales and marketing,
How do I make custom function to execute first then create task in blueprint?
I have this custom function that autocomplete open task. I want to autocomplete any open task anytime I click the next state. the problem is any task I auto created in the next state ended up as complete. I figured the problem must be because after clicking
SDKException Caused by : Class "" does not exist
I am trying to create invoice using PHP sdk > version 4.x.x. but i face the below exception. i get an error but not showing, what actually i miss the parameters. [2022-01-19 05:13:18] testing.INFO: com\zoho\crm\api\record\BodyWrapper Object ( [data:com\zoho\crm\api\record\BodyWrapper:private]
Ticket attachments added to CRM record
Is there a way for new attachments in Tickets can be automatically added to a CRM record? Right now any new emails/tickets with attachments show within the CRM record, but you need to download and save the attachment and then upload it onto the CRM record.
Hide Calls in new Open Activities related list
Our backend got 'upgraded' to the new breakout of Tasks/Meetings/Calls but they are all even worsely combined when viewing the Open Activities related list on a deal. Is there a way to remove the columns not needed? (i.e. don't need Calls to show.)
Problème de devis
Bonjour j'ai un problème avec l'appli devis, je ne peux plus enregistrer et envoyer de devis. Bien que je renseigne un montant dans la partie Tarif, ce dernier n'est pas pris en com Pouvez-vous m'aider ?
How can I filter a report of calls so that I only show the calls 'marked as completed call'
I can easily create a report for calls and show them by start date. However this includes calls that are scheduled for these dates and some of the dates are in the future. I would like to filter this report to only show the calls that were marked as completed
Button to create PDF file through Mail Merge (Zoho CRM)
Hi there, I have created a Mail Merge template to a custom module 'Student_Quote' which works pretty well. Through this post the link below, I noticed that there is a way to create a custom function that could automatically create a pdf file and attach
Updates in Workflow rules: Retry failed actions from workflow reports
Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow
How do I sort Activities by "Activity Due Today + Overdue"?
Hi, thanks for the help. If I am in the "Activities" view, the sort option does not allow me to sort by "Activity Due Today + Overdue". It gives me lots of other options besides that. If I am in the "Leads" or "Contacts" view, it DOES allow me to sort
ZOHO to Quickbooks Online Integration
When is this going to happen, I've seen threads this integration two years back, and would really like this asap. Can we please get a timetable of when this will happen?
What is the definition of "Lead Created Date" in the Contacts Module
Can someone from Zoho please provide the official definition of what the "Lead Created Date" in the Contacts Module is? I assume it is the date the lead was created in the database, but things aren't always what they seem so I want to make sure. Thank
Can't see the email sent by others in our group
We have a problem where one of our logins cannot see any emails sent to a contact by any others of our group. They are set as Administrators so should see all of the settings. They can see the account, they can see the contact, but the email section
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