How do I share my CRM calendar?
So, I create appointments linked to my Leads (I'm a real estate company and want to use it to manage my agents appointments with my clients). I don't want to pay for users for my agents since that's the only interaction they would have with the CRM and
Why can't I edit name using Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but for some reason it's not letting me select "First Name" or "Last Name" as the field I want to update. Any idea why?
Invalid client using postman
Hello, I'm having this error : "invalid client" while trying to get refresh tokens using postman. Could you please help me ? Thanks. Regards
Fix Script: Update Layout all Leads
I'm trying to update ALL leads that have a "Layout" value of "Standard" using this script to value of "Drivebys". My script executes properly but nothing happens to the records. Any idea why? I have already confirmed the view name is correct, the field
Ability to move components in the dashboard.
I would like the ability to arrange the components in the dashboard in a similar fashion when you move components on the home page. Is is frustrating to have to recreate components in a dashboard just to change the order and view of items.
Installed extension permission
Hello, We only want admins to see and use installed extnesion "Shopify". In settings the permission is set to only admins (see attchment picture). But when a normal Zoho CRM user logs in, they can see the "Shopify" between the Modules (also on iPad).
Searching on date of Birth
Hey, we use the 'search bar' in the top right corner a lot. As far as we know, searching for dates (especially dates of birth) in the search bar is not possible. Is this possible? as many of our customers are identified by DOB. thank you in advance
Integrate Multiple Telephony Providers in a Single Organization
Dear All, Greetings! We have an exciting announcement with reference to telephony integration. Integrating telephony with our applications aids convenient communication with peers and customers. Once integrated, you can make, receive, and automate calls
desk-mailer's reply doesn't follow the "Reply-to" of the inbound mail
desk-mailer replys the inbound mail uses the "From" instead of "ReplyTo" field. Expected behaviour should be replys to the mail addressof "ReplyTo" field.
Zoho preventing me from removing tag from a webform
I want to remove a tag from a webform but Zoho is denying to remove the tag even once I remove it and save everything. I go web forms, edit the webform I want, Next, Tags then delete tag and save the changes. Then go again and double-check but the tag
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy
Is there anyway to either hide 'Upcoming Actions' in the Timeline or reorder it and move it below the 'History' section?
I have lots of scheduled workflow actions for various things at certain intervals in my modules and it has created a huge section that has to be scrolled down several page lengths on a record's timeline to see the "History" section which is the main point
where are Photo picture contacts
I have many Contacts in Zoho Enterprise, with Photo of the Contact, How to create file with PNG and contactperson-name, so only the ones with Picture. or to create a filter of such with a photo Thanks William
How to add Vendor_Name in Purchase_Order module insert REST API
Can you provide a sample input Json for purchase_order module insert REST API ? I am posting below JSON {"data":[{"id":"233855000000834001","Subject":"testpu","Vendor_Name":"kkvendor","Billing_City":"surat bharat","Purchase_Items":[{"Total":5915724.0,"Quantity":33.0,"Description":"na
Sum fields and set the result in other field
Hi, I have three currency fields, I want to sum the values of these fields and set the result on other currency field. How can do this with Deluge
Zoho Services Down: Can't email quotes, print email templates, do mail merges, push data to Zoho Finance
The joys of Zoho! Many parts of our system seem to be down at the moment and I'm unable to get in contact with Zoho CRM Support - No answer on chat - Support phone line does not even ring For the last couple of hours, none of my users are able to - Send
Import creates duplicates
We have email as the unique identifier. And we have a new list of people to import, however it is allowing duplicates in the same module we import to. This happens in leads as well as individuals. Its like it is not checking email and just imports t
CDATA Zoho-Excel Plug-In Setup
I downloaded the trial version of CDATA's Zoho-Excel plug-in and am having issue with setup. Specifically, it seems to center on creating a custom OAuth app. Although I'm technically adept, I am not a coder/programmer. Here's what I do: I go to register a custom app at accounts.zoho.com/developerconsole and click "Add Client." Click "Server Based Applications" Give it a client name (no problem) Add my company's homepage URL (no problem) Authorized Redirect URIs (maybe a problem) After looking at
Does it take time to build an in-house integration for Magento & Zoho CRM?
Hi guys, We are selling furniture and plan to move from Salesforce into Zoho CRM to manage & follow-up with my customers. We previously used this magento salesforce integration but now we wanna build an in-house integration for Magento & Zoho CRM. Some fields we plan to build for matching between 2 systems: - Email - Purchase date - Shipping address And about 5 more fields we are considering. How much time do you think it will take to build an in-house integration as this is the first time we try
Synchronizing data from Magento store and Zoho CRM
We are looking for an Extension to Integrate and Synchronise data between Magento and Zoho CRM. Does anyone have any suggestions or experience with any services?
I have created Zoho mail account and CRM account separately but want to merge under same Super Admin
I have been using CRM for sometime with my main business email address. I recently wanted to switch my mail to Zoho mail so I set up an account. When I tried to create a user with the main email address, it wouldn't let me as it was 'already in use'.
How to send emails through a "Deal" to leverage Templates - Adding Send Email
Hi All! In our CRM, Contacts get a Deal, which is the whole service we will provide for them. There is a BLueprint for Contact management (Contact Journey) and there is a different Blueprint for the Service we provide (The Deal Journey)). This is useful
Partial Billing Invoice
We are just setting up products in ZCRM so that we can start invoicing clients. Our business wins contracts that sometimes deliver services over a 6-9 month period. We bill portions of the full invoice as we deliver services - not all payments up front or after completion. What would the process be in the invoicing function of CRM? Can we receive partial payments and still have outstanding balances? Would we have to create seperate invoices? If we know what intervals we will be paid, can we set those
CRM & Finance Suite Not Syncing...
I'm seeing an issue with CRM and the Finance Suite not syncing. Everything has been activated/enabled and the vendors and items sync (although there is no data to sync) but the accounts/contacts won't play ball. The sync status says done, but the sync
Phone format from 0012345678 to +12345678
Need to change all my phone numberbers starting with 00 to + so replace starting 00 to + or 0012345678 to +12345678 and similer for local numbers,starting with one zero: 010 to +10 or 020 to +20 Thanks WIlliam
Products to a potential
How do I use the "Products" section under the potential. I use and administer ZOHO for a sales team of 20 people and have been unable to understand what "Product" does under the potential. I do not see where this ties to anything. What am I missi
Why has it been 3 days without support for failed Mass Email and a failed EMail Relay?
3 days we have been waiting for this to be resolved. No Mass EMail and the EMail Relay fails. AND we have received the EXACT SAME FORM LETTER REPLY with Zero solution. What is happening there? Is ZOHO swirling the drain? We have since had other modules
Extension Pointers for Integrating Zoho CRM with Zoho services #1: Registering the Zoho service and getting credentials to create a connection
Integrating and connecting different applications used for business solutions enables the user to manage all their work from a single location. In this series, we'll look at how you can use an extension to connect Zoho CRM to other Zoho services and establish
Best Telephony Integration for New Zealand?
What voip do people use in New Zealand?
No email template statistics
Hi all After successfully creating a few Lead email templates and using them for a couple of months now, I would like to check the statistics, like opening rate or click rate. My problem is, there are non! Not even the count is correct. Of maybe 50 emails
I want to some modification in Calls According to customer requirement.
I want create new section in Call form and also want to create same field in with the same in two different section. For example:- I have to create Call_End_time in Calls from in reason for outgoing calls section and also create reason for incoming section
RingCentral Video Invite
Can this please be fixed with urgency? Should be a quick fix - just an internal email template problem. The RingCentral meeting integration has an issue. The meeting invite email is not including the necessary PIN (meeting ID) information in the One-Tap
Field is not updating
Hi I have written the below code that will update a field with the remaining months left in a contract. Within Deluge i can get it to work correctly, I dont seem to be able to get the value to update in the neccassary field though. What am I missing in
Leads v Potentials
How are people using leads vs. potentials? Is "potential" a qualified lead? Otherwise they seem the same to me. Also, when I close a lead (won or lost) how do I disposition it so it no longer shows on the leads page? Thx!
iam-security-error
A button function, previously working just fine, has suddenly stopped working. The function fetches and opens the url of a related record in a new window. Syntax is; rec = zoho.crm.getRecordById("Deals",recId); relRecId = rec.get("Lender").get("id");
How to automatically send an email to a contact when a contact is created or updated?
Hello, After searching for 2 hours and not finding a clear, straight answer, I thought I would ask : How do I start a workflow that sends an email when a contact is create or a certain field is updated? I can't seem to find a solution that does something
serialised products
Hi We need to add products with serial numbers to our client accounts but the products module does not support serialised items. I understand we can create an autonumber field but this will mean we have to re-create the same products over and over again, which is not a workable solution when you are talking about 1000's of products We need the ability to use the same product type and just add the serial number to create a unique record. Is there no way that CRM can support this! Been told the usual
Should Territory be assigned to a new account created via the API?
If I create an account manually, the territory rules are run automatically and the new account is assigned to a territory. However, if I create an account via the Zoho API, the territory rules are not run automatically. Is there any way to specify that
Sms to Italy
Hello, I can't find services to send and receive sms from Italy. Can you help us? Thank you!
Switched to NewZohoOne -> can't read emails in CRM
Hi, switched to the new version 2 days ago and since then I can't open any sent or received emails within CRM. I can send a new mail within CRM. I've connected my gmail account. So the mail will be sent out, but as soon as I try to open the previously
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