How do I make a lookup field on one form autopopulate another field on that form with information from another form?
I have one form called Watering Volume Log where users input the Ranch Water Source and Water Volume in GPM. I have another form called Watering Log where there is a Lookup field for the Ranch Water Source field from the other form. On the Watering Log
Auto populate data in create contact form using windows application c#?
I have developed a c# application which manage zoho contacts. It's working perfectly but i am stuck on a task. I want to open the create contact page of Zoho CRM with some data. Is there any way to send form fields data in query string?
Has there been a change in compose email functionality in Zoho CRM?
Hi I have a series of templated emails that I used to be able to send fully formatted from the email composer in CRM. Now, when clicking 'Send Email' on a single Lead or Contact, the compose email box comes up, but if I select a template it seems to remove
Details on adding a note to a contact/lead via Zapier
Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM? My trigger provide a phone number as a lookup key and then some added data that I want to add as a note. I assume that I want to use the
How to display content of linking module on my contacts record?
Hi all, I am relatively new to Zoho CRM so please bear with me if this is a stupid question. I have looked for an answer in the forum but couldn't find it. I am trying to keep record of the products my company sold to our customers (contacts). For each
Weekly Activity Reports
I'm trying to set-up a report that would be a summary of last weeks activities (both tasks and events) and the coming weeks tasks that would be emailed out automatically Sunday night (I'm currently a free subscriber but would upgrade to Pro for this feature). I'm having a couple of problems 1) I can't figure out how to create a single report that includes both the previous week and the upcoming week. Is this possible? 2) I'm having trouble figuring out how to include both tasks and events on the
Import from Capsule CRM
When are you going to add Capsule CRM import? It is very popular in the UK Clients that are out growing Capsule could then easily be sold Zoho CRM Capsule is very popular with the Xero community, so it would be great on a strategic level
Formula Field with two decimal places only shows 1 decimal place
For sales orders or invoices we use prices with two decimal places. However, when the calculated price is 1450.50 , the value is only shown as 1450.5 How can I force ZOHO CRM to always show 2 decimal places? What I did: - i added a custom field (formula), 2 decimal places - in a template, i use this custom field via ${Invoices.myCustom1}
How to add/remove contacts to a campaign list based on CRM tags
Hey! We have an automation setup between our website and Zoho CRM. When a contact hasn't logged in to the website for 10 days, we add a STALE tag in CRM. If a contact has the STALE tag and they log in to the website, we remove the tag. I want to run
Gravity Forms Zoho Integration Issues After Dec 21st - Something Change?
Began to get API uninitialized errors, removed integration to re-add it via Gravity and get https://www.loom.com/share/f13ab341a7654640b4fbed979166d90b Endlessly redirects around in the auth. I can't tell which end is having the issue.
Links between Price Books and Accounts for Quoting
We are new (30+ days) to Zoho CRM and are having a lot of success getting it implemented, but there's one nagging item that our salesmen are complaining about. We have created 3 price books. We need 3 books because we are a manufacturer and we sell to DISTRIBUTION, INSTALLERS, and END CUSTOMERS, depending on the sales situation. When a quote is started for an account, the first PRODUCT in the Product list can get inserted into the quote, then the QTY, and then we have to look up which Price Book
Blueprint or workflow with parallel tasks?
Hello! My sales process has 3 milestones. Within each milestone are a series of tasks. Now, tasks are of course inherent of Zoho CRM, but I was hoping to use the Blueprint functionality to map out the sales process end-to-end, but with transitions being
Zoho CRM Mandatory either/or
Is it possible yet to make a field mandatory if another is blank e.g. phone mandatory if email is blank?
Cannot Update Contact or Lead
I can click edit and add to the field but when I click save nothing happens. I have tried this in multiple browsers and on my PC and Mac. Same issue presists.
Threading and multi users
Hi, I have developed a server application using the PHP-SDK. As a quick overview, we have an office of multiple users who all interact with the Zoho CRM throughout the day and the application automates a few of the tasks we perform. Each user uses a shared
Facing Issue
I'm getting an issue with zoho crm form when i'm using it's html code on my site. is there any online chat support which can resolve fastly resolve this issue or can you fix it ? This is the current site: https://www.myguardian.care/ I'm attaching screenshot
I can not log in
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Pulling address from account within a custom function in Deals
I have this function and I need to pull the billing and shipping address from accounts and put it in the quote that is created when this function is run, you can see the section that I tried to put in there before I realized the addresss isn't in deals,
How to get history of changes to contact OR history of changes to field value through API?
Let's say I have a custom field for my contacts named "Other_Phone". Its value for Jane Doe was 555-1234 in October, then got changed to 999-7410 in December. Is there way way I can (using the API) get the previous value for that field for Jane Doe?
Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even the
Can we use 'contains' in if condition in same line ?
Can we use 'contains' in if condition in same line ? like if (Type contains "ABC") { // code } or any alternative for the same.
Products Created In CRM aren't being tracked for Inventory
As many users, I started my journey with Zoho using CRM. I've used many of it's customization and automation features, but we haven't been able to adopt their accounting software as Quoting / Sales Orders. In my latest attempt, I tried to continue using
Stage History Showing incorrect calendar days
Hi, When i look at my stage history its showing zero or empty for each stage in the calendar days field yet the deal/potential was created days ago?? How do I get Dwell time or days in each stage for my pipeline? Thanks Scott
Custom Formula Field Questions
I'd like to have a custom field that looks at another customer field with a pick list and selects the appropriate price. I have created multiple formula fields with a fixed integer for the pricing fields. Here is the formula I have written: If(${Potentials.Version of t4 Underground}="Premium", ${Potentials.Premium Price}, If(${Potentials.Version of t4 Underground}="Standard", ${Potentials.Standard Price}, If(${Potentials.Version of t4 Underground}="Basic", ${Potentials.Basic Price}, ${Potentials.Contractor
Zoho TeamDrive CRM Integration
Trying to come up with a better solution for managing files within our company. It'd be absolutely amazing if we could have a section in a CRM record for Zoho Drive. You can create a doc/sheet/presentation within their record. The docs belong to the record, so you can organize all of your files right in your CRM. Prefer to take notes in a Zoho doc? Have special pricing spreadsheets for certain customers? Want to keep all of your custom sales presentations in one place for that customer? It's
Function-10: Add the international call prefix '+' to a phone number.
Welcome back everyone! Last week, we learnt how to concatenate two fields and present them in a single field. This week, let's look at a custom function that prefixes a '+' symbol to phone numbers and removes the alpha characters from the numeric field. Business scenario: Any business involves a lot of communication. The most preferred way is to make a phone call. To make your life easier, Zoho CRM lets you call directly from the system. Naturally, you need an international call access code, which
Why I get html result im postman requests?
I make all instructions for using your API via Postman. But I get all results like html pages. What should I do for get json?
Api response error code:202 ExceptionCode: INVALID DATA
im using zoho crm v2 when i try to submit the form it takes only email format data otherwise it throws an exception as follows code:202 file:"E:\eTutorworld\trunk\vendor\zohocrm\php-sdk\src\crm\api\response\APIResponse.php" line:127 trace:null exceptionCode:"INVALID_DATA"
API doesnt work
const request = require('request-promise-native'); module.exports.getUsers = async function() { const token = 'my-token'; const options = { uri: "https://www.zohoapis.com/crm/v2/users?type=AllUsers", headers: { Authorization:
Enhancements in Zoho CRM Motivator
We are excited to present to you, a set of latest enhancements in Motivator. These updates include UI-level improvements and customization options directed at helping you achieve better clarity with insights on your team's performance. 1. KPI component
Automation to link ZOHO CRM records to existing ZOHO Workdrive Folders
We are looking for an Automated (API Driven) mechanism to connect ZOHO CRM Records with corresponding ZOHO Workdrive folders. Within ZOHO Workdrive we have created folders names that match ZOHO CRM records now we want to link the corresponding ZOHO CRM
Email parser - what a bliss! (Once figured out, of course.)
Discovered an email parser tool! I've been with Zoho for 2 years and only now found this nifty feature! Granted, setting it up took quite some time and effort but after a few hours, including creating a workflow rule along with an email template, magic
Validation Rules on fields
Hi, We're trying to setup some validation rules on fields in the Contacts and Accounts modules in ZOHO CRM. We have very stringent data requirements - e.gs: Phone Number - must be 6-10 characters, numerical only, no spaces or brackets, must start with 0 or 1 Mobile Number - must be 10 characters - numerical only - no spaces or brackets, must start with 0 Fax Number - same as phone number Suburb - Must be all uppercase Email - No uppercase letters ABN - must have 11 numeric characters ACN - must
Round robin lead assignment for leads generated via ZOHO Forms. #23
We are up with the hack for this week. All of us do various marketing strategies in fetching leads via various source by importing them, using APIs, web forms and also by adding them manually . While the leads are added we will also be assigning them
Sent emails not being delivered to IMAP sent folder
I have "Store Sent messages on the server" set but emails I send to customers are not being saved into my IMAP's sent folder. I need this functionality because I need to some times confirm messages are being sent out without having to go into CRM. Please
Announcement : Whatsapp - ZohoCRM Extension
New Year Greetings! At the beginning of this New Year, We are very much glad to introduce you to our new extension WhatsApp for ZohoCRM, especially for Twilio Users. In build, a Conversational view will surely give you a guaranteed awesome user experience.
Select the Contact view that synchronize with Office 365
I really would like to be able to choose the Contact view that synchronize when integration is configured with Office 365. Currently, it synchronizes only the "My Contact" view but it doesn't reflect most of the business needs I see since there are often
Layout rules that hide subforms are broken since January 1st
Hi For some reason, layout rules that hide subforms are broken now. It was all working fine forever, now the rules are useless, subforms are always shown no matter what. I have struggled with support for a few days, now they want a remote session instead
Substring in client script
Hi everyone, i'm stucked on this error, it seems that in Zoho Client Script in Zoho CRM, substring() is not a proper function to use and i need to do a substring (from a string field i just requested) to call an api and get more informations. How can
Default date format is not matching the expected format of deluge date-time functions
When retrieving a date time value of a record (E.g. "Created_Time") we receive something like "2021-12-13T13:05:33+01:00". When applying the getHour() function to this value, it will return 0 instead of 13. If I replace the T with a space, the function
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