How do I add more than one email address to the Sales Inbox?
I'm trying to add more than one email address to the Sales Inbox on Zoho CRM similar to the feature that GMail allows. I'm trying to figure out a way but nothing seems to work. Can someone help me please? Thanks. Moderation Update: I'm locking this post
Custom function to update a filed in a lead
I have some leads that come in with Not Provided in the Company field. This is due to the company field not being required. Not everyone who fills out our form is a company, hence the reason for not making the field required. This has caused another issue
Partner vs Customer Records in ZOHO CRM
Hello, what is the best practice when setting up Partner modules in ZOHO CRM? We don't need a different layout as it is very similar to the Customer modules. Is a Partner checkbox good enough or is there a better way? For example, we want to be able to
Correct procedure when a contact leaves an account/vendor
Hi there community. Can anybody tell me what the correct procedure is when a contact leaves an account or vendor? For example, if a contact retires or quits and goes to a different employer, I don't want to 'delete' the contact because all the information
Zoho CRM Web Form API
Hello , I have been generate zoho crm web form but i do not want to use iframe or source code because i want to add specific design for the form, so i need to send data by using API , could you please help me to send data from my form to zoho crm by using
CRM German Saluations missing
Hello, Im using Zoho in English, and salutations are just fine. However, some of our users are German, and Zoho does not switch the salutations to the corresponding Herr, Frau, etc. The missing salutation problem is compounded when having to export the contact data - as were being forced to use Zoho sheet view and export the fields into an excel table and from there export them into an Avery label printing app to send them off to the printer in the correct format. This problem was already flagged
Quickly edit tasks (rather than have to open a whole new page)
Hi - firstly, apologies if this has already been asked. I couldn't find anything specific. I'm coming from Hubspot to Zoho and one of the things I really miss is the ability to quickly update tasks. In Zoho, to update a task I have to click the task.
Formatting Mailing Labels
Please Help! I cannot figure out how to format mailing labels. I have a rollo thermal printer that does an awesome job printing mailing labels right out of word, but it would be nice to be able to get the labels to print right from zoho. It does not work
My SPF and DKIM have been configured for my email domain - but suddenly my emails are being sent to junk / spam folder
Hi, I have been using Zoho email (with my custom domain) for awhile now and have configured my SPF and DKIM records successfully. Suddenly, I was informed that my emails are going into the spam / junk folders of the recipients. Did a test email to my
Live chat button not working
Hi I am trying to speak with someone via chat but when i click the button nothing happens - Is there an issue at the moment? Moderation Update: There are no known challenges with accessing Live Chat in the said time frame. We request you to start a fresh
searchRecords when field name has parentheses?
The "criteria" parameter from searchRecords API call uses parentheses, it's OK :) But if a field name has parentheses, I can't find a way to have searchRecords works. E.g., field name is " Accounting ID (Exact) ", so the call like: criteria= ((Accounting
On Record Create, when does the database "commit" occur?
I want to run a deluge function via an on create workflow. In this code, the fields Estimated_Budget and Estimated_Quantity are required. The amount field is type Currency. However, the Amount field does not populate. Is this because the database COMMIT
Can't get items from an invoice from API response ?
Hello ! I want to be able to take a certains invoice and make a new estimate with the same custom items in it and prices and implement that in a workflow my problem is that I can't seem to get that data from GET invoice request where I can get everything
Custom function to replace state with abbreviation
I'd like to make sure our data is consistent. Right now some states are spelled out and others are abbreviation. I know I can do a mass update but I'm hoping to automate this. I'd like to create a function that will replace spelled out states with their
Closing Date vs Revenue Collection Date
Is there a way to set two different closing dates? The issue I'm having is I want the Revenue value to be recognized the same time as when we actually collect the revenue, which is a different time than the Closing Date due the lead times. Our business
Adjust the maximum length of "Amount" field in Deals or opportunity api_name
I was getting an error when I tried to store deals or oppotunity using php sdk. It doesn't accept the value of the amount that I set in the details of the deals due to the reason that it exceeds the maximum length. how do I adjust the maximum length allowed
Is anybody using the Zoho integration with Fishbowl?
My company has been using Fishbowl for 10 years now. We have been looking for a CRM that integrates with it. We don't want to use Zoho to do quotes, we just want Fishbowl to send sales numbers to Zoho for our Outside Sales team to be able to see. Is anybody
CRM/Portal for Job Applicants
I'm working with a client to utilize Zoho CRM for recruitment for difficult to fill positions, which have a long hiring process with multiple steps. I'm wondering if there is a way (possibly using a Portal?) to have applicants be able to log in to see
Addition of free products , dynamic quantity update & more — What's New in CPQ | August 2023
Hello everyone! We are happy to present to you, some of the latest features introduced in Zoho CRM's in-built CPQ system. As you may already be aware, CPQ offers a bespoke quote management facility right inside Zoho CRM. You can set up product configurations
Memo on Custom Modules
Hi, I am new for Zoho CRM, and now im finding the way to collect "Memo" from Custome module in the Detail view of Client Module. I could see Memo from "Deals", "Tasks", "Schedules" modules which were set as built-in modules by Zoho CRM. Is there any way
Maximize Your Document Management Potential: Discover the Power of Zoho CRM - SharePoint Integration
Dear Users, We are all aware that Microsoft SharePoint is widely recognized as one of the secure platforms for document management. Whether you own a small business or work for a large enterprise, all departments will deal with a variety of documents.
for meeting Participants other than Contact, meeting shows as Invited Event but not Closed Activity
To log a past meeting, we create an Open Activity that, because it's in the past, becomes a Closed Activity once saved. For the Participant who is also the Contact, the meeting shows under her/his Closed Activities. For the other Participants, the past
zoho crm custom domain mapping
Is this available zoho crm? if so, which version? i would like to have all my stuffs to access zoho crm with our own domain name. How can I do that? Will our staff be able to notice that we are using zoho crm at all? thanks Moderation Update: Custom domain
Blueprint transition does not detect assigned owner
Hello. The lead is added to the CRM by Email Parser. This works flawlessly. I created a blueprint for leads management. The record owner is automatically assigned by the Assignment Rule and is visible under the lead details but as you can see it shows
[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/Month
CRM Webform - Form Name cannot be hidden
Hi Zoho, It appears two large problems with your CRM webforms. 1) The Form Name is displayed as mandatory on the webform 2) If displayed, there is no control over the look-and-feel to control within our brand guidelines on website. This is directly affecting
Unable to see contact role contacts in emails other than primary? - In potentials / Deals
I am unable to see the emails of any of the additional contacts added via contact role. The video here shows that we can do this but the middle "Names" selection box is not showing up for me? I have multiple contacts added via contact roles and the only
Field Editing
can i remove specific fields from Accounts
Extension pointers #13: Handle cases with personalized solutions using custom actions
In our last post, we detailed the steps involved in creating a custom action and the workflow from the developer and end user's side. Now let's look at a working example of how we can create a custom action and implement it in a Zoho CRM account to make
COQL selecting a column with space, how i can do it?
Hi Zoho Team I got a problem, when i was programming a Zoho deluge but my query need to use a column name with space, please see the code: queryMap = Map(); queryMap.put("select_query", "select Last_Name, First_Name, Full_Name from Leads where id ="+id+"
CRM Global Search Problem for Products - (solution: manually edit 15,000 records??)
Over the years we have accumulated alot of products that are now INACTIVE. I am unable to delete them as they are attached to quotes which is fine, however they keep showing up in search results which is causing a ton of issues for us. I was given two workarounds... (a ton of clicks or manually edit 15,000 records) Option 1. Use products module to search... Click 1. Go into products module Click 2. Select filter, scroll to find ACTIVE products filter Click 3. Click on Active products filter Click
Mass Emails
Hi, Im sure others have come across this before, when using the mass email action on the right-hand corner of a list view as opposed to manually selecting records, it doesn't default to the current list view on the screen and defaults to All contacts.
Image upload field related API
Hi， May I know if there is any API call or deluge can update image upload field? I would like to setup a image from a record to another record in CRM. Note: it is not record's photo, it is customize field in the module. Warm regards
Custom Button = Field don't refresh after the action
Good morning Zoho Community! Brand new user and first ever question here! :) I successfully create my first custom button who update a field (it's the follow-up date). The button is in the Lead's page. But, I'm force to refresh the page manually to see the updated date. How can I proceed to see the field updated without refresh the webpage (F5).. ? Thanks! Robert
Zoho's 2024 Customer Experience Workshop is here | First stop: the USA and Canada
Hey everyone, We're excited to kickstart the 2024 edition of the Customer Experience Workshop in the USA and Canada on February 15. The main goal of the workshop is to help you explore, learn, and make the best use of Zoho CRM Plus, which can help unify
Inactive products showing in Opportunities pick lists
We have marked about half of our old (no longer offered) products inactive in the product module. However, these products are still showing up when salespeople add a new product to an opportunity or quote. This is causing confusion. Is there a way to
Connecting zoho crm to a microsoft 365 account
Hello, I am looking for a way to connect a microsoft 365 account to zoho crm so that I can receive and send emails from zoho items. Unfortunately, the only option I've found is to do it via IMAP protocol, which I can't do due to security policy. Is there
Simple database needed.
I'm looking to move from Filemaker to another simple database. All I need to do is keep track of basic information like: name, age, phone, location, and 3 other fields. I have no idea which Zoho to choose, CRM, Desk, People....
Dialpad integration (telephony)
Can we get Dialpad (https://www.dialpad.com) integration please.
Programmatically associate Zoho Projects projects to Zoho CRM
Hi, I'm looking for a way to automatically associate an existing Zoho Projects project to my Zoho CRM deal by using a custom function triggered by a workflow. I'm unsure about the correct API code i have to write in order to achieve that. Could you please help me? Thank you, Justin
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