Integrating Google Ads and Zoho Forms
Hello, I am following this tutorial (https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/configure-google-ads-crm-integration#Step_2_Add_hidden_element_in_your_web_formsbut) i dont know where to add this script in Zoho Forms.
We need to be able to track multiple email addresses for contacts
I see this issue has been going on for over 10 years. It's honestly not even something I thought I would have to even ask about, I just assumed that multiple email addresses would be supported. Even the rinky dink CRM platforms support this function.
Manage attachments
Zoho CRM needs the following as this would benefit many user: 1. View records with attachments - We should be able to create a view that lists all records with attachments within a module. It would be as simple as creating an item in the create or edit
Report based on values spread across start and end dates
On my Deals I have added three fields - project start date, project end date, and avg man hours each month. Can I create a report/chart that would show the avg man hours for each month between the start and end date?
Workflow is not triggering when a record is created through code
I have a custom function that populates mailing lists, the basic operation of which is: Get Mailing List --> Delete everyone from it --> Decide who needs to be added --> Add them. Every time a contact is added or deleted from a mailing list, a record
Check if date is is greater than a specific date
I want to create a calculated field based on the date of another date field. The field is called Project Start Date and what I would like to do is create another field called October 2021 (I will repeat this for each month) and if the Projects Start
Spotlight #6 - Extract activities and identify the purpose of emails with Zia
Welcome back to Zia for emails feature spotlight. In our previous post, we discussed the functionalities of Zia data enrichment for emails. This instalment covers the various other ways Zia for Email helps make day-to-day business processes, easier.
Need to add customers reviews posted on Google in Zoho CRM Lead/Contact Module
Hello, Is there a feature to add customers reviews posted on Google in Zoho CRM Lead/Contact module ? If no , is it in the roadmap or can it be added? Thanks
need number fields displayed with a comma
I see a lot of discussion regarding adding a comma to a number field. Sure would be nice to make that an option within the field itself without having to write a script, use a text field and type the comma in, or use a currency field. This is a pretty
Zoho CRM Zoom Changes
Hey Guys, Did you guys just roll out an update regarding CRM screen size/zoom/screen resolution? Previously I had 67% Zoom in Google Chrome for my Mac and it works good for me. I just noticed after logging in today that the resolution was smaller compared
Change Opportunity status in Accounts workflow
Hi, I'm trying to set up a workflow where I can change the Opportunity status (an opportunity created for an account), but I can't figure it out. I've made a workflow to change fields and add tasks when an account is changed from "Prospect" to "Client"
Update a related record
We have added an "On Behalf Of" field (lookup field to Accounts) to the Sales order for Agencies or Head offices that are booking on behalf of one of their clients or child companies. However, we're using canvas to only show the related records on the
Massive data erasure from a field
Hello, I've been manually collecting birth dates from my Facebook friends and entering them in CRM for a year, each day. I recently realized that I was entering birth dates that I already entered in the past. To my shock, hundreds of records got that
Non Administration Permission Issues
The CRM permission system seems broken to me. We started of with a few users, and we were all admin. When the business started to grow, and we added more staff, I attempted to assign this person to the standard user built in profile, but they were restricted
UI enhancements in Zia Notification Panel
Dear All, Greetings! Zia notifications provide insights, predictions, and alerts about behavior and anomalies in the business process. This helps to supervise the business and attend to the pitfalls on the go. Thus far, the panel displayed notifications
Field not updating with Button funtion
Hello, I am trying to use a button/function that is supposed to update a Field in our Case module (renamed Case/RMA) to automatically add the current date when the button is pressed. This is the code: current = zoho.currentdate; update = zoho.crm.updateRecord("Cases",csid,{"Date_eqpt_received":current});
'ZohoOAuthException Caused by:'Exception while fetching access token from grant token
Hi I am a developer and i am testing and learn zoho crm api with php sdk , it was worked 7 to 8 times but now i have getting this error : Fatal error: Uncaught ZohoOAuthException Caused by:'ZohoOAuthException Caused by:'Exception while fetching access token from grant token - HTTP/1.1 200 Server: ZGS Date: Wed, 17 Apr 2019 18:24:42 GMT Content-Type: application/json;charset=UTF-8 Content-Length: 26 Connection: keep-alive Set-Cookie: a6c51d9354=a711b6da0e6cbadb5e254290f114a026; Path=/ X-Content-Type-Options:
invalid_response_type when trying to do server-to-server auth
Following the guide at https://www.zoho.com/crm/developer/docs/api/v2/self-oauth.html and I make the following request with `axios` via nodejs: { url: 'https://accounts.zoho.com/oauth/v2/token/self/authtooauth', method: 'POST', data: { client_id: '1000.790EWJK06E04Y2DYNGTXDNMNF2UIZH',
How can i get all Leads from Zoho CRM Query API?
I want to fetch all the Leads in my zoho crm, how can i do it? I fetch the data from script. so the 200 Limit is not an issue. Currently i use this query: "select_query" => "select Subject,Last_Name,Email from Leads where Created_Time > ".$days]. As 'days'
Visibility of the new lead to the ADMIN user
we have 5 users entering the leads into the system but as an ADMIN - I am not able to view those leads. Is it that only the lead owner can view the lead? I was hoping that at least the super admin should be able to view to ALL the leads is that pos
Calling a standalone function via API not wroking
Hi, I've defined a standalone function called test_function to which I'm doing a POST requset via Postman. Getting this error: { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" }
Quote & Invoice issues - converting,
Dear all, I have been working on integrating Zoho at my small company. Although the beginning was simple and user-friendly, I set-up the first modules with no problem at all. I then upgraded to professional, there, it started... I now have problems to
How to get all Leads that open today from API?
Is there an API call to fetch all the leads that created by date or date&hour?
PDF attachments sent via email will not open
When my users attach a PDF template (an invoice, for example) to an email sent using Zoho CRM to a customer, the customers report not being able to open the attachment. This is happening at an alarmingly high rate. When we download the PDF from a template
Map Dependacy Fields
Hi I was wondering when you will make available the option where we can utilize multi-select fields as a parent field for map dependency. We have Industry types (more than 20) that some companies over lap. Rather than having multiple fields I wanted
Announcements in Zoho CRM
Hello everyone! We're excited to announce the launch of Announcements in Zoho CRM to communicate important updates to you all. Here's the placement of Announcements in our Zoho CRM page: Here, CRM users will get important messages from our Zoho CRM
Can I remove "Subject" from a Quote?
Hi everyone, Is there any way to remove the Subject field from a quote as we have no use for it so usually end up just writing junk in there that doesn't have any relevance to the quote. It doesn't let me edit the field to change it to auto number or
convert lead default to create deal/potential
100% of my leads that convert need to map to both a contact and a deal. Right now the convert screen default is to create only a contact but not a deal. How do I set the checkbox to create a deal by default so I don't have to check that box every time? Today I was in a hurry and failed to check the 'create deal' box. As a result the lead did not convert to a deal (only to a contact). Now I've lost data that was supposed to map to the Deal. I have an email copy of all the data so I can manually
How can I add a condition on a automatic flow in a Blueprint?
Hi All! I am looking forward to automating some transitions in our current workflow based on follow ups. The thing is that our contacts have multiple languages, so I would like to send an email notification template based on the language (a field in the
Workflow rule to update a field in an associated record is failing consistently
Hi All, I realised today that we are having the following issue. We have a workflow that needs to update to fields based on an action. One of these fields is in the same record (Deal), is associated with a blueprint stage and is being successful every
What are my options for integrating with mobile business phone
We have a business consisting of 2 contractors who are on service calls during the day. They will have tablets and cell phones for accessing Zoho. We have one mobile phone# as our main (and only) business phone. I would like all missed calls to be logged in Zoho CRM. What are my options for accomplishing this? I was looking at Telephony providers but we're not brick and mortar. Is there an app for the contractors personal mobile phones that will handle incoming and outgoing calls using my business
Automatically adding country code to 'Phone' field in CRM
I'm having some trouble getting this to work - https://help.zoho.com/portal/en/community/topic/custom-function-7-add-country-codes-to-contact-numbers I have (as far as I know) set up the 'action' correctly and then created a 'workflow' to run this whenever
refreshing access token automation
hello I am developing a backend using nodejs, I want to automate the process of refreshing access token, can anyone guide me please I tried a way using callback but for every api-call to crm I have to a do a callback to get a new refresh token(for example
How to show custom fields from one module to another
I am using Zoho CRM... I have changed the layout of my fields to suit the UK. So for example in "Accounts" I changed province to "County" Now when I add the account to create an invoice and enter the account name then it fetches fields from the account like City automatically from what is entered in the account. Because I had to delete the province and make a new single line field called "County" it is not showing the custom field. I have made the same field with the same name "County" in accounts
Blueprints and Canvas
Hi, Im having a bit of an issue with canvas, when add the blueprint it requires a certain amount of display space, can I bring this to back and add buttons or fields above this element or am I stuck with a blank space?
CRM Developer needed for a small project
Hi, We are a small business planning to provide disability services in early next year. We need a developer to do bit of customization in CRM and then integrate it with Zoho books at this stage. Please share some good developer's contact details. We
Deals data (not) loading
Hi. I cannot see any detailed information for Deals, contacts etc because they all show as loading. See image. i tested in another browser and/or clear the cache/cookies but dosnt help still showing loading..... this effect all the accounts. how to
CRM Archive Contacts, Leads & Accounts
https://help.zoho.com/portal/en/community/topic/archive-contacts-leads Zoho - was progress made on this? The convo was locked and the link for updates at the bottom of the thread does not work.
Trying to run a formula based on a checkbox
I am trying to run a formula that only runs if a field is checked. Basically, if the field is not checked I want the formula field(currency) to be $0. If it is checked I want it to run a calculation based on another field. I have tried: If(${Sales Orders.Commissionable}==0,0,If(${Sales
How do you set up a workflow to trigger when a field is changed
I've created this workflow, which is supposed to create a task whenever one of those three fields is changed. However, the task doesn't appear to be appearing. What am I doing wrong?
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