Completed Calls don't associate with Scheduled Calls
I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter the
CRM calculation issue
Hi, CRM have calculation issue. Can you please have a look on it.
Why am I getting the following error message?
you cannot send email with unsubscription link for more than 1 recipients.
CRM Field Details - WHO, WHEN, Where it's used?
Is there a way to see WHO created a specific custom field and WHEN it was created in the CRM on a module? In Module settings, I can only see the fields but not those details. I've also checked in the API section under API names but do not see WHO or WHEN
How to generate grant token without using developer console
I'm integrating Zoho CRM with another app. I need to be able to use REST calls without ANY HUMAN INTERVENTION. I need a programmatic way to generate a grant token. Using the developer console will not work! This question has been asked several times before
How to fetch custom Related-list records from ZOHO CRM using ZOHO-API?
Hi, i am working on Zoho CRM and using Zoho API to fetch records from zoho crm. I want to fetch custom related-list records by using zoho-api but I am not able to do this. The scenario is : I have University as Related list in Contacts module and University is a custom module in which I have a lookup field of Contacts. Now all University records related to particular Contacts are shown its record as University Related-List. I want to get this data by using zoho-api. Help me to solve this problem.
Access parent record in formula field
Formula fields in CRM are very useful. While I can use various functions on record's fields, I cannot seem to be able to access parent's record. Example: - I have a custom module Transactions and then a lookup field on Deals module allowing 1:many relations
Zoho Fraud and deceptive business practices
Like most of you, I have been unable to cancel my Zoho subscriptions. I spoke with the "sales manager", who refused to let me speak with his supervisor and could barely speak english. I have canceled my autopay through PayPal for my Project and Billing
Auto adding products to an account once an order has been placed.
Hello, Is there a way to automatically update the 'products' associated with an account once the account/client has made an order? For example, if we quote Company A a year of support and they place an order (meaning we convert the quote to a sales order), how can we make that year of support (which is already included in our product list, by the way) show up under the products that the Company owns? Would we just have to add them manually each time? Thanks!!
Storage space almost full
Can you please offer your users a better, more efficient way to manage storage and attachments than: Step 1: Log in to your Zoho CRM account. Step 2: Navigate through the records and delete the attachments that you do not need. And I don't mean by purchasing
Self-client INVALID_TOKEN error
Hi, I am looking to use the v2.0 API to allow users in our system to submit tickets in Zoho. We would like to set it up as a self-client as we prefer to set it up to provide a known access token from our back end service that will submit all requests.
CRM/Finance sync issue: different OWNED TRANSACTION logic
Business background: in our enterprise we have sales person with their owned customers, which is assigned and synced with account owner in CRM and customer owner in Books, so that sales person will be able to see their owned customer in Books and Accounts
Announcing a change to how null values in formulas are computed in Zoho CRM
Dear All, We hope you're well! As you all know, the formula field is a versatile field that enables you to perform varied computations, from simple math to concatenation to field value comparisons. To learn more about the different capabilities of formula
Running a report for Customer Balance Inquiry for Active customers only
I want to run Summary Customere Balance Report but it includes the inactive customers as well. How can add a criteria to this report. The inactive customers are obstructing the view. Also, how can I arrange this report (according to balance owed for
How to clear all Tags from Account via Deluge
Hello, I created a function to read the status of an Account's Related List items, and then add a Tag to the Account's pre-existing Tags based on those statuses. When those items' statuses go to status terminated, I need the Account's tag to go away,
Zoho Crm Web Form Transparent Background
Is there a way to make the background in zoho crm web forms transparent?
Best way to "repair" a missing required field
I have a date field which is now required. I have a few hundred records which were created before the field was set to required. Most of my users prefer to do in-line field edits rather than going into Edit mode. If the user is not editing the required
Zoho CRM entries Count
Hello, I am trying to build reports based off of record counts, in this example I have a field in my contacts module witch is a checkbox for "Active" I want to include this record in my count for every day that it is active for until it is unchecked being
Composite API working ubnormally
Hello, Today we see that Composite API (https://www.zoho.com/crm/developer/docs/api/v6/composite-api.html) is working ubnormally. Before today everything was ok. 1. If we call it with "parallel_execution": true it has REQUEST_TIMEOUT. For example: Light
Building a Report based on how many contacts had a similar checkbox selected based on a given date
Hello, In my CRM under contacts module i have a checkbox called "Active" I want to be able to see how many "Active" Contacts I have based on a given date, For example in the month of August how many contacts were marked as active, then September, then
In CRM Email, how do I set visibility of a Zoho Form?
This is a Send Email action in CRM. This is a small subset of Zoho Forms. Where and how does one set a given Form's visibility? With email templates, visibility is set via folder visibility.
Deleting notes
Hi everyone, I'd like to know if there's a way to delete all notes at once or simplest way possible, please. Alternatively, is there a way to delete all notes based on a criteria, such as all notes from the previous year? Thank you very much.
How to mask phone number in contact field
masking functionality using Zoho CRM /JavaScript in free trial version.
3-Way Calls
How do I place a 3-Way Call?
Envoyer un modèle d'email d'une affaire a un collègue
Bonjour à tous, Pour les besoins de ma société, j'aimerais pourvoir envoyer un modèle d'email prérempli à partir d'une affaire à un de mes collègues. Je m'explique, mon modèle reprend plusieurs informations qui sont présentes dans l'affaire ainsi que
Register a refusal to be called on a prospect
Is it possible to write on a prospect form the refusal to be called for which is displayed?
New to ZohoCRM - can't figure out how to create products with pricing
May be this is child's play for the Zoho CRM veterans, but I can't for the life of me figure out how to create a product with multiple attributes and a different pricing based on the attribute. For example, if I sell web hosting packages of 100 MB, 250
Auditing the Zoho Implementation: How can I export a list of rules, permissions, etc?
Hello, I've just inherited management and administration of my employer's Zoho CRM. I've been asked to provide a flowchart of the various combinations, conditions and switches that the previous administrator put in place for each of the modules. It looks
Missing Lead Stages in Conversion Workflow Rule in Zoho CRM
Hello Zoho CRM Community, I'm in need of some assistance with an issue that arose while setting up an additional workflow rule in Zoho CRM. The workflow rule is designed to trigger when a lead status achieves a certain value, and as part of this rule,
How to create a Potential for an Account the user does not have access to?
We have certain Accounts are marked as "clients", and those accounts are thus not visible to the Sales team anymore. We did this so that not every user in the company could see the full client list and all the details. Now I have a need for a sales rep
Unable to get Authentication code
Hi Team, We're currently sending a request to the endpoint (/oauth/v2/auth) via Postman, but we're encountering an issue: we're receiving an HTML response and struggling to extract the authorization code from it. Is there a method to retrieve the code
Automatically assign Contact Roles to Deals when created?
I wish to automatically assign the same contact as a Contact Role (and the same Role Name) to ALL converted when the deal is converted from a lead to a deal. Would I use a Workflow Rule? If so, how do I do this? For Example: The contact I would assign
Contacts Name incorrect?
In every module, the module has a fixed name. In Contacts, it looks like this is a glitch? In edit mode it says "last name". When saved it changes to "contact name", which makes sense. The "last name" is very confusing. Is there a way to change this?
Contractor/Service industry help needed!
Hey service business owners, I run an epoxy flooring company and I'm in need of some help. We grew 100% last year and did about 1.3m in revenue with 2 crews. We want to get our back end in place now so it doesn't halt our growth. Our plan is to franchise
Updating Values in a Specific Subform Row - Cont'd & Expanded
Hi There, I followed and appreciated the responses posted to a question asked by another user, here. https://help.zoho.com/portal/en/community/topic/update-values-in-specific-rows-of-subform-via-deluge I am somewhat new to Deluge and having a little trouble
Issue with dropdown field mapping when Create Record in workflow automation
Hi Everyone, I hope you guys are doing well and enjoying the holidays! Here is what we trying to achieve and just wondering if someone can help us to figure it out! We are trying to move data/records from one module to another using workflow. However,
Unlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areas
CRM Email Validation
How do validate my sub email so all emails going to my other address go to the crm
{"error":"invalid_code"} and {"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doing
How to categorise and record different services types
Hello, I am looking for ideas and experiences on how others are capturing different service types in Zoho CRM. Currently, we create 1 Deal, for each opportunity that the sales teams handle. Each opportunity can include different service types, which in
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