How to Update fields from Module Students to Module Deals?
Hi i want to make a situation that when i creating deal, there is some fields that takes the information from module students and put it on the deal. my question is if its possible? if yes how i am doing it? i am trying to take the student: a. ID b. Date
Is possible to have two lead/contact modules?
I have two types of leads/contacts: patients and students. I would like to have a contact/lead/deals module for patients and another contact/lead/deals module for stundents. To work with patients I renamed the following modules: Leads to Potencial Patients Contact to patients Deals to Medical Record I think it would be better to have a separated modules for students and for patients. If it's not possible to do that, can I achieve it by doing different layouts for students/patients? I would have to
This Week in Zoho News - CRM Zen Show Episode 120
Click here to listen to the podcast. Zoho News Zoho Updates Apps for macOS Big Sur Apple's macOS Big Sur is here, and Zoho has updated 6 apps that are ready now - Bigin, Books, Invoice, Expense, Inventory, and Notebook. Zoho Recruit October Update Roundup
Generate URL to access to a Zoho FORMS from contacts
Hello, When we have a contact, we can send an email with a link to a form in Zoho forms. This form, prepopulate the data of this contact record. We have an URL field in our contact module, so we would like to have that link available and registered in
Database Marketing
Marketing Lists Direct, Inc. is your source for targeted marketing business lists, email lists, sales leads and mailing lists. We also provide Marketing Lists Direct, Inc. is the most up-to-date Business Address Database for commercial enterprises within
Zoho Form to Desk integration keeps creating new contacts.
Hi, We have created a form via zoho forms that our clients use to request new users to be added to our software. The form then submits a ticket on their behalf on desk via the integration, however I have noticed that when doing so, it keeps creating the
Zoho Recruit API Authentication
Hi, I used the steps here: https://help.zoho.com/portal/en/kb/recruit/developer-guide/authentication-token/articles/using-authentication-token#Generate_Auth_Token to fetch auth_token but when I make a request I get the error: # #Fri Nov 13 02:08:13 PST
File storage exceeded
Hi, Anyone have an idea why some users have loads of file storage usage? Deleted and inactive users are taking all my file storage and now I cannot use the CRM as I could before. I exchanged several emails with Zoho support and also spent over an hour
Can i take workflow usage and make it as a report?
Hi, wanted to know if i can take any workflow usage and make it as a automate report that sending it to my email? i am attaching a workflow usage for example
Creating a csv file when a new record is created (converted a lead to customer)
Hi Team, I am wondering if there is a way Zoho CRM (with a custom function and workflow rules), automatically create a CSV file when a lead is converted to become a customer. Any help is greatly appreciated. Thanks!
Using allocated API calls every day
Hello, Is anybody else having a problem with limit on API calls using WooCommerce and Inventory? We are using our limit before the work day is finished. This is causing incredible problems. Information won't load to website etc. I would appreciate any
Why doesn't my auto-number field show on invoice and format question
There's a note under the Auto-Number field that says it is not visible when creating or editing the invoice? Why? Also, if I try to define the next number as "00000x", it gets changed to "x" stripping out the leading zeros. Is there a way around t
How to include data from related record(s) in an email template.
I'd like to trigger an email if an account status changes to cancelled. That's the super easy part. What i'd like to also do is include information from any related potentials so that we know who the last potential owner was and how much that potential
Landing Page
Hi there, I'm following for a while a specific thread about a question regarding a Landing Page application and I heard that by the end of this month, or the end of the 2nd quarter according to an answer of this thread, you'll launch such application. Will this timeframe be accomplished? I'm eager to see a landing page platform from Zoho so I can stop using others that are not on my Zoho One account. The thread that I mentioned: https://help.zoho.com/portal/en/community/topic/email-landing-page-form-campaign-marketing-hub
This Week in Zoho News - CRM Zen Show Episode 119
Click here for the latest podcast and news. Zoho News PSA: Authtoken Deprecation For Analytics and Projects Both Analytics and Projects are going to stop accepting Authtokens for authentication. It is recommended you switch to Zoho OAuth Tokens The Bigin
Enter basic Organisational data at one for all Zoho One apps
Hi, Is there an option of adding some basic data at one for all Zoho Apps. This data could be Organisation name Organisation Address Organisation logo Time as per location etc. As it become quite annoying to add these data almost everytime for a different
Zoho analytics API
I have a windows desktop application and would like to connect to the API with oAuth. I cannot use the normal method as we do not have a redirect URL as it is a windows application. I want to try the self-client option , but it looks like i need to generate
Zoho CRM Blueprint + Module Task = Deluge?
Hi Wanted to know if its posibble to integrate from blueprint and when the trigger its pushed i want to making task + popup on the excute time trigger wish to know if its possible and also if somebody write for me a deluge?
Workflows not trigger when created by a function..
I can't figure out how to get my workflows that are set to be triggered on record creation to trigger when record is created using a function. The function creates a record in a custom module when deal is set to won, it works just fine. The workflows
Zoho Projects have been broken since May 8 - No solution provided
I opened ticket #40539004 on May 8th. Since then no solution has been provided to me. I have constantly received messages saying "we fixed the issue" but it is not fixed. Further, I have done three screen shares and each time I show the same error to
How to trouble shoot program
The program no longer responds to request and picture icon no longer shows up.
This Week in Zoho News - CRM Zen Show Episode 118
Click here for the latest podcast and news. Zoho News New External ID Field Support In Zoho CRM When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM's records. To meet this need Zoho has introduced
Understanding Google Sheets for Zoho Flow
Hi In the next week I will need to design a flow and hoping someone in the community will help with inspiration. I've dabbled in Google Sheets before but was frequently getting an error that related to too many calls to google sheets, so I turned it off
Inline editing of Tasklines (instead of always have to open a seperate screen & close again)
Hello, As you know Inline editing of Tasks/Tasklines is very easy to use (and very time- & click-saving). Therefore i, and quite some users with me, do not understand why Inline editing of TaskLines & Tasks is still not possible in the Zoho Apps (not
Zoho One for Multiple Organization under a Parent Company
Hello Team, we would like to have the best solution for below-mentioned applications with custom development & integration HR - Complete Hire-to-retire solutions - Zoho People + Zoho Recruit Finance - Zoho Books for Accountings, Zoho Invoice for Invoice
Formstack Documents - Zoho CRM integration -- can you use relatedlist/subform data?
Hi, I would like to know if the Formstack Documents - Zoho CRM integration allows for the use of subform data (related list). I know that when I generate a Formstack Doucment via Zoho CRM deluge API call, I can fetch for exemple the data of all my contacts
Zoho Projects - few questions
Hello, I have few questions regarding Zoho Projects: 1. When I create a project. I have to create milestones and later on the task list. Only then I am able to create tasks. Is it possible to create tasks without task lists? So only milestones and tasks...
Trigger workflow/webhook from analytics to Zoho CRM?
Can Zoho analytics trigger a workflow or webhook to Zoho CRM? We have a sum column in one of our dashboard which we would like to use to trigger a field update in Zoho CRM. Thank you!
Triggers for CommandCenter
Hello, I am trying to figure out in CommandCenter whether, when you add multiple triggers, if ALL triggers need to be met or if ANY criteria need to be met. Ideally you would specify but I am beginning to think that ALL is the default and only option.
How to score a lead in Zoho CRM when a form is field in Zoho Forms
Hello, I have created some forms on Zoho Forms that are related to contents you can download on our website. Depending of the forms, I would like to be able to score a lead in Zoho CRM. For example, if a lead fills the form A, I add 10 points. If he fills the form B, I add 20 points. Zoho Form is synchronized with Zoho CRM. I don't see this option in Zoho Forms. In Zoho CRM, If I want to create a scoring rule, I am not able to choose specific forms. The rule would apply to any forms which is not
Portal across Zoho One apps
Will Zoho consider a customer portal that works across all Zoho apps? I know Zoho CRM, Zoho Creator, Zoho Books, etc each have their own customer portal feature. Our company uses all three of these apps to manage our customers data. To provide our customers
This Week in Zoho News - CRM Zen Show Episode 117
Click here for the latest podcast and news. Zoho News Zoho People Introduces "Office Readiness" This introduces three forms, to help assess if your worksites are ready to function and accommodate employees and visitors: Work Premises Work from Office
Update Call_Status not work anymore since yesterday for overdue calls
Hello, I have a function in deluge who cancel a call if the Call_STATUS is scheduled it works if the Call_STATUS is Overdue it don't work the function : callId = call.get("id").toLong(); callmp = Map(); callmp.put("Call_Duration","00:01");
All bank accounts in "Pay Through" list of Banks
Now, when we add an Expense that the currency is set to CAD, in the "Paid Through" dropdown, we only see Bank Accounts that have CAD set as their currency. (so, let's say I also have US bank accounts. They won't appear in the list, because the Expense's
Send invite only to added attendee(s)
When I add someone to an existing meeting, I can send it to everyone or send+me. This means that everyone who has already accepted receives another invite. When I have an existing event, and I invite someone new, the invite should only go to the person
CRM products and Inventory /books products
Hi, The bridge that is created to access Zoho books from CRM works well. Would be great to have the products master same between both the products. Currently we have to create them separately. Functionalities like cost/price list etc are all same , but still they are 2 different modules of products in 2 apps. This make it a good feature to make Zone more powerful
Warning! Unverified sender.
I am using zoho mail to send and receive email with my owner domain. In gmail look good but zoho issue Can i fix it? and my header
Best practice integrating a contact us form to CRM?
So, I have a simple Contact Us Zoho form on my website that I'm integrating with Zoho CRM. Integration seems to be simple for initial fields going to the Lead module (name, email,etc). It get's complicated for the form's Subject and Message, which are
Mask values in options in Zoho Forms to improve integration with Zoho CRM
The idea is simple and part of it is already implemented. Basically, it would be great to be able to assign an alphanumeric value to questions with choices in Zoho Forms and have that value exported to the CRM or for reports, instead of the choice visually
Are you freaking kidding me Zoho?
My Zoho One trial ends tomorrow - I went to purchase and ... Are you freaking kidding me Zoho???? I'm a one person corporation. You're going to send stormtroopers to my home to riffle through my drawers, tax filings and books (both Zoho hosted and my home) to be sure I'm not hiding illegal employees somewhere????? This is a software license - you're overstepping any reasonable conduct by miles here. Certification of Use and AuditUpon request, you agree to certify in writing that you have obtained
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