Using Zoho Creator to display real-time data from native MySQL databases - is this a suitable use of the tool?
We're trying to use a tool that would help us avoid most of the working of setting up and hosting a log-in portal etc. But rather than referencing content stored within modules on Zoho Creator, we will only be displaying details found inside our MySQL
Quote Module, custom button for email, email not generating or being sent from Zoho.
Problem Custom Button: Deluge outbound email fails to generate or send from Quotes Module Environment: Zoho One, CRM, Writer, Work Drive, Outbound Email. Confirmed Good: Email Settings, Deluge Code. Testing Results: Button testing redirects output to
Count based on call result
Hi I need to count the calls with a specific call result, namely the call result will be " Invalid number" I have the following code to count total number of calls for a contact, and it works, i cant seem to figure out how to go the one extra step and
Is there any way to edit where the email iframe shows in the the related lists order on a record's view?
It seems strange to be able edit the order of some related lists but not others such as email in a record view.
Inactive Contacts
Hi there, Just wondering if there is a way to either change the colour of how an inactive contact appears within the CRM and in particular within the Contacts area of the Account page/record. Also if there is an option to hide them and un hide them would
Contact Count: Home Page / Dashboard Component
While there is an existing component that allows the full /filtered list of Contacts to be displayed on the home page, I need to be able to see a single count of all active clients (i.e. Contacts that have been tagged with 'Active'). How can I achieve
Does Zoho have account managers?
I've just started a new role without much handover. I know we have Zoho CRM and Campaigns but unsure what other tools, how much we pay or any idea of who to talk to about what tools are available, if we're using what we have correctly etc. Does Zoho
User lost access to the record even nothing has changed in permission settings
One of the users lost access to the potentials record even nothing has changed in the permission settings. I even tried to duplicate the administrator profile and assign it to him in order to check it out, but still nothing, he cant see some of the potentials
Halfway point between 2 dates in a formula field
Hi I am trying to create a formula based on a halfway point between 2 dates, I have tried the following but am getting a syntax error on both issues.. Date_Span = (${MODULE.Start Date},${Module.End Date}); Number_Of_Days = (Date_Span / (1000 * 60
Custom Function: Tracking the Case Closed time
Scenario: Tracking the Case Closed time We create cases and close them but how do we keep track of the details on when the case was closed? This custom function helps you track the closed time of a case, in a custom date-time field. You can then generate reports based on the closed time. You need to have a custom date time field to update the Closed Time. Please follow these steps: Log in to Zoho CRM with administrative privileges. Click Setup > Automation > Workflow > Create Rule. In the New Rule
Sending an email to new leads every two weeks
I need to send a campaign to new leads from the CRM every two weeks. What's the easiest way to set up the auto rule to pick up new leads every two weeks to automatically email them the same welcome campaign? We are talking very small numbers - maybe
How to create a report in Zoho CRM that shows comapnies that have not purchased from us with the past X months/years
I'm trying to create a report in Zoho CRM that shows which customers we haven't closed a sale with within the past 36 months, 24 months and 12 months. Where each 'Deal' is counted as 1 regardless of the value/amount of the deal. For example - deals clsoed
CRM Telephony Integration - Mondago
Hello, we have a voip handset set up, and have added an extension to chrome (Go Integrator by Mondago) to try and link to our Zoho CRM. When on the extension on chrome our CRM contacts appear to call, and we can call them and it comes through our handset,
Unable to update a deal for the first time using REST API
We are able to create a deal successfully using the REST API. According to our logic, if a deal doesn't exist we use the create deal API to create a new one. Else update the deal if it is already present. We use a specific id as a property that will always
Create a field using lookup of users
I like to create another field, but using lookup of users. Users is not a choice? Possible? I can use a pick list, but did not want to maintain another list of users. Thanks Jacob
Add Business Days to Date
I'm using an Adddate formula and I want to exclude weekend days so that the date returned will always be a business day (Mon-Fri). Is that possible?
HOW CAN I COPY ZOHO CRM TO ANOTHER ACCOUNT???
I OPENED A NEW COMPANY IN OTHER COUNTRY I NEED TO COPY THE CRM TO ANOTHER E'MAIL ACCOUNT. HOW CAN I DO THAT?
reaching endpoint in my nodejs
hi, I have. this route in my node.js router.get('/health', async (req, res, next) => { res.send({ msg: 'healthy af' }) } I tested that route with postman and. it works fine. Now I want to call that api in zoho using custom function header_data = Map();
Updating lead in CRM immediately after the submission using POST method
Not sure if I'm asking this right... I need to pass a few lead IDs at the form submission event but am unable to add hidden fields to the form. Is it possible to update the lead entity in CRM (ZOHO) right after form submission, via the POST method, using
Opportunity (Deal) - Related List Zoho CRM
I've been able to create the desired Related list and associate them to an Opportunity (Deal). However, I only get the Assign button. I've added the Quote module and a custom module. I would like to be able to add/create a new Quote from the Opportunity
Import from Close.com
Hi, I have been using Close.com as my CRM for a couple of years and would now like to move to Zoho CRM. I have data exported in .csv files, but the import process is confusing me. Has anyone migrated from Close CRM before? Any tips or tricks, or a
Introducing Fishbowl, Gravity Forms, DoorVaani and 6 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 9 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
Linking Sigma CRM extension to Creator App
We are getting close to publishing our Creator app on the market place. As such we are starting to move the changes that we've made to the CRM, to integrate the two, into a Sigma Extension, so that our customers can install the extension themselves. However,
QR codes + Inventory management + Zoho CRM
Hi all, we are using Zoho one, and we are hoping to achieve the following: Each product we manufacture will need to have a QR code printed and attached to it. Each QR code should identify tags which we have in our Zoho CRM DEAL module for that particular
how to add a correct salutation LINE in a template?
I am using CRM mostly in German speaking countries. Now when I try to build a template I would like to start my letter with the correct salutation "Sehr geehrte Frau xxx" (=dear Mrs. xxx") or "Sehr geehrter Herr xxx" (=dear Mr. xxx). My problem is that
Password
Hello, I had an employee that no longer works with me and I need to change her password to zoho CRM. Her work email has been deactivated so I cannot use the "Forgot Password" option as it will send a temporary password to the email that's been deactivated.
Zoho Workflow for email
· I want to create workflow between seller and agent ! Where zoho Automation will shoot a confirmation mail to both the client and the agent at the same time whenever a customer fills in their property information in our website.
not able to install zoho_crm_integrazion
Hi, i try to install zoho crm integration for the website of my company but i can't do. my website is developer in Drupal 9. I try to install ( https://www.drupal.org/project/zoho_crm_integration ) via "module install" and installation seems to be ok
Is there a way to adjust the pipeline stage % values?
Good day, We recently migrated from SalesFroce, and some stages in the pipeline came through with the import. The stages show 0% values, and I was wondering is there a way to adjust this? I have searched thoughout the setting portion, and cant find
Zoho Web Lead form not saving 'Enquiry Status`
Hi all. I have created a Webform to capture leads from our website. Most of the fields are working fine, however, the 'Enquiry Source' field doesn't seem to work and it always saves as 'Not Qualified'. It does not matter what this field is saved as when
Any ideas on how to set up Price Books with tiered pricing?
We offer a SaaS application service, which is priced by tiers. Here's our pricing model: Attendance -> < 30 30-99 100-249 250-499 500-749 750-999 1000+ Core Module 10/mo 20/mo 35/mo 50/mo 70/mo 100/mo Call Module A 10/mo 15/mo 20/mo 25/mo 30/mo 35/mo Call Module B 5/mo 10/mo 15/mo 20/mo 25/mo 30/mo Call Example: Attendance = 273, Core
Get records of leads
I am created client id and client secret code , code , refresh token and access token using admin@changematrix.in developer account. But when I am fetching records of Leads When fetching records using self client then it showing correct leads information
How to share a single record (lead, potential, etc) to several users?
I want to share share a single Potential record to another three users, what's the solution? In Zoho CRM, creating the sharing rule will share the whole module's records to the other users.
silent login for zoho crm api and nextjs
I am using zoho CRM api v2 and I want to call the API from a website but I am struggling to see how this is possible with oauth2 server side redirects unless you use a hidden iframe like an oidc client does. David I am clearly missing something but there
Rouding sub form currency data fields in quotes
HI everybody, I would need to have a currency data field in quotes subform with values like 0.0082 €. These values need not to be rounded when being displayed. At this time, we can see 0.01 If global currency setting is 2 decimal or 0.010 if it is 3.
Wildix
Hi, Has anyone got the phone bridge up and running with Wildix? I'm having a nightmare with it. Zoho sees the client just fine, even tries to dial but then fails with an error message Dialed number is not reachable Our provider has enabled the bridge,
Create an Analytic Chart from a custom report
I have created a custom Report that I want to create a Chart from. How can I do that? I don't see any of my reports listed when i chose from report.
Build a chart based on data from a start and end date displaying hours values
I would like to create a chart that shows the man hours by month based on a Deal. The idea is on each Deal there would be Start Date, End Date, and Avg Man Hours by Month. Then we could create a chart that summarizes all the Deals, totals the Avg Man
Zoho: Deluge: Does anyone know of an offline-syntax checker for Zoho Deluge code?
Does anyone know of an offline-syntax checker for Zoho Deluge code? Background: I often write/modify deluge code in offline editors like vim, emacs and nano because I'm used to their keyboard options. Then I paste the code back into the Zoho Deluge editor
How To Add Zoho CRM Leads with the Zoho CRM v2 API
How do I add a Zoho CRM Lead with the Zoho CRM v2 API, using simple curl connections? The docs are not very clear on not only how to add a lead, but how to even get the proper oAuth token to create the lead. Site
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