How can I apply a blueprint, when records are already mid-stream?
I have set up my blueprint and, using the stage field, set the Contact records to the appropriate state of the blueprint. How do I apply/activate the blueprint on the records? The only going into the blueprint are the new records that meet the entry
Emails associated with Deals are not appearing in the Account Email section
We are using Zoho CRM for our sales process. When we associate an email with a particular deal, we want to be able to see in the accounts page all emails associated with that account. Deals and Contacts are associated with an account, so we want to have
ZOHO is SLOW - excruciatingly slow 28 Mar 2024
Hello. I am busy trialing Zoho and completely blown out the water by what you offer. I am implementing it for 3 clients and a 4th in conversation but have now started worrying that I have made the wrong decision because it is insanely slow. To the point
CRM Hack #15: How to check for duplicates for contacts that are not converted from leads #15
Hello Everyone ! The leads module in Zoho CRM helps aggregate all the unqualified leads which is then qualified and converted to contacts by your sales team. However, the chances of running into a highly qualified lead upfront cannot be ruled out. Such situations prompt you to skip the lead creation process and create contacts directly. Taking the traditional route of qualifying a leads to contacts does have its own advantages. For instance, leveraging the deduplication option to eliminate duplicates
Can you trigger a workflow from another workflow?
I have a workflow that updates the Status field to "Picked-Up" for a Product when a condition is met for the related Potential record. I then have another workflow that is triggered when Product Status = "Picked-Up" and sends an email. However this email
Update Quote Stage after an email is sent from Quote Module
After reading multiple posts over the last 10 years that say this cannot be done, I'm not sure if this has been addressed yet? But I figured I'd add how I am achieving this. Workflow created for Module 'Emails (subject starts with 'QUOTE-' or whatever
How format field to remove special characters, and space?
Hi, in phone field creation, i want ignore spacial caracters and space. For example, if input is 22 99933-2334 it wll format to 22999332334 I also, would like to add +55 in beginning, so it will be formated to +5522999332334 Last thing is, if phone typed,
API Integration for Auth: How do I create a connect to the rest api from a server to sync data
Hi, I want to be able to sync data with our backend systems to and from Zoho CRM using the REST APIs. I've had a look through the auth options and they all seem to revolve around creating a client in the API console area, with self-client seeming to be
Kaizen#75 - Frequently Asked Questions on Client Script
Welcome to another week of Kaizen! In this post, let us discuss some of the frequently asked questions in Client Script. 1. Where can you see the list of ZDKs supported by Client Script? The Zoho Development Kit (ZDK) library comprises a rich set of Client
Authentication details provided was rejected by Source server. Kindly provide valid username and password.
I have a Zoho Mail. I started to use Zoho CRM because of email marketing. When I go to email configuration and try to link my Zoho Mail the following message appears: "Authentication details provided was rejected by Source server. Kindly provide valid
Zoho CRM Email Parser Issue
I am trying to send emails to Zoho CRM through the email parser to add/update records. The system I am sending from puts all email addresses together for a contact separated by a semicolon. The Zoho email parser does not appear to accept this. Is there
Report Scheduler - Fortnightly (Biweekly)
Hi, We have our sales meeting every 2 weeks, and it would be great to enable the report scheduler to have an option for Biweekly or Fortnightly reports rather than weekly, monthly etc.
BigCommerce Extension for Zoho CRM - New Extension Released
Are you tired of spending hours copying and pasting data between your BigCommerce store and Zoho CRM? Imagine the possibilities if you could ditch the manual work and focus on what really matters - building relationships and increasing sales! ➡️Here's
Data sharing issues
We use Zoho CRM for our UK business however we want to add additional seats/licenses for our US clients to use. I understand this may be as simple as just purchasing additional licenses however I'm concerned about data on CRM being shared between the
Links to Record Related Lists
Hello, Is it possible to create a url that can link to a specific record and section of the detailed view page? E.G Lets say I have a contact with the related list of deals. Is it possible to create a link to this: https://crm.zoho.com/crm/<org>/tab
Clicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info
Clicked on Create new invoice and the fields, Customer, Invoice number, and invoice date is in red, despite entering the info. Thus, I can't save and create an new invoice. Please help. Thank you!
Using formula field as counter/rollup summery
I have a custom module with a numeric field that is updated from time to time. I want to add-up all the changes to field and present it in a different field as a rollup summery. For example: number field = 100 --> updated to (-30) so now I need the number
Subform of subform in layouts or record template
I have a form that has a subform with parts that also have a subform. Say I have a work order object, with part objects as a subform or lookup, and the parts just have a normal subform non-linked with two fields(operation, and runtime) Work Order ----Part(link)
CRM and Workdrive integration
While looking for a way to link the CRM attachments to Workdrive i discovered this post. I was just wondering if the integration mentioned has now been released? https://help.zoho.com/portal/en/community/topic/integration-between-zoho-crm-workdrive Moderation
Kaizen #132 - Manipulating Subforms from third-party Application using Functions
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will see how to work with subforms and external fields in a module through CRM functions. Consider a scenario where a High School utilizes Zoho CRM to manage student records, academic performance,
Univerge Blue Voice Recording field in the calls module locked or empty.
Hi I have been trying to implement the Voice call recording with NEC Univerge Blue Connect phone system AND zoho One. I have been able to make all the key features in red work with no issues. My only issue is the 4th feature and bullet point below in
Email-related enhancements in Accounts and Deals modules in CRM
Hello folks, We've some updates related to emails in the Accounts and Deals modules. Running a successful business requires constant communication. In Zoho CRM, the records of contacts, leads, vendors, and other stakeholders are stored in different modules.
No COQL query for emails
I was searching for an api call, COQL queries to fetch emails from a specific module and id. I want to fetch the emails after a certain datetime (eg: 2nd February, 2024), but unable to find any such queries. Please add any solution if any.
Broken Images in Email Templates
I have just created a new email template & added two images (via the image upload from my pc). These show up as broken crosses when the email is delivered. I then tested another template I had previously created, and the images are broken on that one too. Am I doing something wrong, or has something broken? Thanks
Create a event and make it related to custom module
Hi Zoho Experts, I am having an issue that I am hoping for a soultion too. What I am trying do: Create an event using a workflow on Status that runs a deluge script (Below) that adds a event to the assigned user in their calendar. When creating the event I would like to add the Related To field and The ID of Custom Module in the event. I am using a custom module (Service Request) that has start and end time fields. Problem: The script below works great at creating the event by does not set the
Formatting Address Field as Import from multiple webhooks ? (Street = "st" "st." "street" )
Hi there, I am not good with coding so I am hoping a fellow community member or coder at Zoho to help with this. Our CRM leads are mainly dealing with address(s) as the main way of filtering through leads, and for webhooks to check if Lead already exists
Export Analytics dashboards as JPG or PNG
I'd love to see a way to export a CRM Analytics dashboard as an image, with a date and timestamp added to one of the corners. Useful when wanting to email data to a client or vendor specifically. Doing a Print-to-PDF adds cut-off lines whereas being able
Upcoming Actions at CRM
Hi there, Is there a way to do a report or a custom view on all the upcoming actions? I am looking for Upcoming Actions for Time Based Automations set from W/F Rules. I know where to look for an Upcoming Action for each record but I would like to be able
Automatically Create a Case Record
I would like to automatically create a Case Record when a new Sales Order is entered. It does not appear that you can create a new record using the Workflow Automation functions. Am i right on this? Short of writing a program with the API, is there any
Workflow not triggering when Lead Owner updated via Button
Hi all, We've created a Button within Leads with a Custom Function to update the Lead Owner to a specific user. We want to do it this way as we limit some users access to fields. On the back of this, we've created a Workflow to generate a notification
How to set a workflow trigger to activate every 6 months
Hi I understand that for enterprise version, i am able to set the workflow trigger to trigger every month, year or once base on a date field. However, is there anyway we can set it to trigger every 6 months? Cheers Luke
Update Owner email field on import
We've developed a workflow which will send out an email after 10 minutes, based on 2 emails on the record. One is the client email, the other is the owner email. The Owner gets assigned based off a Function that triggers on import, which happens before
Is bulk create's response guaranteed in the same order as the request?
I am integrating a creator app with zoho CRM and it would save a lot of API calls to use bulk create but I need to associate the CRM IDs with the individual creator records so this won't work if the response isn't in the exact same order as the List used
Office 365 shared maiblox
Hello everyone, So we plan to use shared mailbox for certain address like this. So let's take 3 users that are part of a sales team. User1 connect is office 365 mailbox using POP3 to the CRM. User2 and User3 do the same thing. So now every email they
Client Script does not work on view page/mode
Client Script does not work on view page/mode: It can only be triggered on create/edit pages. this makes client script useless as mostly Zoho CRM users prefer to edit the record using view mode. Are you planning on enabling this for the view page/mo
Search Filters in new CRM UI need old feature option as well
Surely I'm not the only person who has noticed how the new filter options on the left hand panel is missing a basic broad string match. One field where I can enter "John M" and it will return all results for contacts with first name John and last name
How do I add an item that's not a product to a quote?
Hi there, How do I add an item (for example a standard handling fee of $25) to a quote and have that value added to the Grand total? Thanks, Peter
Home page spaceship
I am customizing my ZOHO Crm but the home page I have the spaceship landing page and I cannot remove it. Can someone please help
Request to add an easier way to delete CRM Module List Views (Public or User Created)
I would like to request an easier way to mass delete CRM Module List Views that are not needed or used anymore. Our organization is large and User Created List Views become dated or reference to something we do not need anymore. Currently the only way
I don't receive CRM notifications by mail
Hi, I have a problem with some users in my organization. All users receive an email notification when a task is assigned to you or you are mentioned in a ZohoCRM comment (image). These users do not receive this notification by email. I have checked the
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