Trouble Reporting on Active Policies on dates in the past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
contacts editing/updating their own information
Is it possible to include a link in my emails to my contacts, allowing them to see their information and edit/update it?
Populate lookup field in Leads module by matching a reference number....
Good afternoon, We currently have a custom module (Properties) which contains all of the properties we look after. Each property has a unique reference field that is used when advertising. When a new enquiry comes in as a lead, they enter the advert reference
How to create a deal for a lead when he books a meeting ?
Hi everyone, I get Leads in my CRM, and if they book a "Type1" Meeting through my Zoho Booking link, I want to convert this lead into a Contact and Create a new Deal. I've explored Zoho Flow, but I am unable to achieve my goal. Any advice ? Thanks in
Cannot create a Lead because the email address was once used in CRM but has been deleted
We are trying to add a Lead record but keep getting the following error: "Duplicate values are not allowed. An existing lead with the same Email has been found." That's not usually a problem. We just merge the two records, if they are the same person,
Field properties grayed out
Hi, I'm wondering why i can't update these field properties for number of characters?
Documentation for ZDK.Client.navigateTo()
Where can I find the documentation for this feature?
Zoho Phone Bridge with AWS Connect access to custom apps / modules
Hi, We want to setup the Zoho CRM and AWS Connect phone bridge integration for a client. There are 3 basic requirements - 1. Each user in the zoho org should get their own specific phone number from connect, 2. Along with inbound & outbound calling the
What steps to take for user manual?
Where is it?
Change admin for ZOHO
Hello ZOHO support, **Urgent Help Needed** We have a super-user account for our organization (ZOHO) that is no longer with the company and we need to reassign the privilege(s) We are unable to reset the password for this user as there appears to be an
How to Report Number of Active Policies on any Given Day in the Past
I have tried unsuccessfully multiple times with CRM support to solve this issue and I do not have a budget to work with a Zoho Partner. I can't seem to figure out a way to explain the problem or figure out why it is a problem. I am hoping someone out
There is some Analytic table for functions logs on CRM?
Hi Team I would to know if there is some table accessible by Zoho Analytics , for make some query about functions running inside Zoho CRM. Now in CRM, if i want to know the functions logs, i need to access Settings -> Developers -> Functions search the
External CRMs integration with Zoho system
Hey guys, now we are observing Zoho CRM service to configure it for ur company and our clients (B2B, B2C clients). We want to change business model to shared model and want to have the ability to integrate CRMs of our clients into Zoho CRM in order to
How to get Stage Name in Stage History Related List
Hi Team - I am running a getRelatedRecords in Deal Stage History. When I info it, stage has IDs instead of stage name. How can I convert those Stage IDs to Stage Names or vice versa. See sample response when I do info: Info {"$duration_days":null,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:35+08:00","modified_by":{"name":"Josef Carlo Velina","id":"3983363000000211013"},"Stage":"3983363000002803083","id":"3983363000028094252","Close_Date":"2020-01-20"},{"$duration_days":0,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:31+08:00","modified_by":{"name":"Josef
API for Zoho CRM "Make this an online meeting" option
Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtual
Access Service Desk requests using Zoho API by generating code, auth token, and searching requests using python - OAuth2.0
Hello Zoho Community, I am new to python and I am working on accessing Zoho API for an Automation flow, specifically I am looking to search for a specific service desk requests based on a search criteria (Subject of a request) . Below are the issues faced
Lead conversion mapping - You do not have sufficient permissions to perform this operation. Contact your administrator.
Hello, I've been trying to update the Lead Conversion Mapping on the CRM but even with an Admin or Super Admin profile I can't. I always get the same error message (attached). I've looked into the Profile and Users permissions and it is all On. How can
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, February 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements and CRM integrations
improve sync with Google Calendar
hello, do you quickly add in your roadmap the improve of the sync with Google Calendar. When Zoho CRM sync with Google Calendar, do you add information as the account's name, the contact's name, the place (by default the account's address). thanks
Zoho User Group (ZUG) Meetups in APAC - Zoho CRM & Email Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to
Easy automation across apps from within your CRM
Hello everyone, We're releasing a feature that we think you'll love! It's called Actions by Zoho Flow . As the name indicates, it allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would've
Bring Products SubForm from Quote to Deals
Hey team, as there is a big issue with Quotes Layouts I've found, I am trying to have a work around for my request. The need: As I have different Business Unit (services & products) I need to have a different quote layout or feature to estimate the total
Mass update leads PROBLEM
During the filter process it responds alwais with 10 leads and no more, whathever kind of research you do... PLEASE ASSIST QUICKLY
CRM Forecast Total Target does not update and is always 0.
Hello! I've noticed that the Total Target, Total Achivement and Overall Gap sections of a Forecast in Zoho CRM are always empty, even though i have filled targets in the forecast. Why is it not updating? Could it be a bug or something? I have attached
Unable to attach email
I have a problem when I attach an email to a Deal, it's not showing when in this list of emails attached to this deal. This affect only imap emails. Here when I select the list of all emails associated with the contact, you can see, one email is attached
Call Function When Lead is Convert
Hello Team Problem Statement:- can call a custom function when a lead will be converted using System Convert Button. if someone has any suggestions, please give your suggestion in a comment. Thanks & Regards Piyush Goyal LinkedIn Zoho Developer || 3+
How can we extend the notes width to the full window width?
How can we extend the notes (Contacts module) width to the full window width? As can be seen from the image, NOTES elements and notes themselves are not utilising the available real estate of the screen, thus making the notes unreadable. The issue gets significant when there are lots of notes for a contact. Please help.
Convert Lead to trigger Webhook
Hello, Is it possible to have the Convert Lead to Contact trigger an Automation webhook? This is necessary for the project I'm working on. Thank you, Jesse
Account Last Activity Time field
Hi, Is the Account Last Activity Time field supposed to be the time when the Account was last contacted? If that is it's intention, it is not working correctly. It seems as though this field updates every time the Account is modified as well. Are there plans to have a field that is related to the time an Account was last contacted like "Last Activity"? This would be very helpful in keeping track of when the last time we contacted our customers and non-customers.
CRM current date inserted into quote
Hi, does anyone know if and how it's possible to insert the current date into an inventory template like a quote? Of course, I could create a new field in quotes, labelled current date and set the date to today when I create a quote. However, I am looking for a way to automatically include the current data when I export the quote to pdf (which might be a day after the quote was created). regards, Maria
Send Text / SMS to a Lead - what is the simplest method?
We would like to send quick texts to leads in CRM (not triggered by workflow). What is the simplest method to do this?
Error when saving Canvas Design "Data loading is still in progress. Please save the view once it is complete"
Hi I'm trying to save a canvas view but I keep getting the error message "Data loading is still in progress. Please save the view once it is complete". I've waited, reloaded, rebooted, cleared cache and still get the same message. Any help please? Thanks
Running Custom Function in Workflow Rules
If I am running a custom function in workflow rules and it asks me for input for the deal ID when I click save and execute. But when I click save it says successful. How can I get it to give me all the records? I'm trying to create records from deals
Zoho User Group (ZUG) Meetups in India - Zoho CRM & Book Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to
Audit Log via API
Is it possible to fetch an audit log .csv file through a ZoHo CRM REST API instead of manually, through a dashboard? If not, is there another way to fetch user activities through the official API?
How to make average with zoho deluge
Hi, i have two modules A. Courses B. Grades Grades module are related list in module Courses his API Key his "Reatedlist2" in module grades i have 10 records that associate to one record of course. In the grades module, there is a number of data on which
Activities Invite Mailed By Using Own Domain
Hi Folks! When I send a meeting invite to someone, mailed by is under zoho's domain. Is there anyway to change it to my own domain?
"Public - No Access" Data Sharing Setting
Would it be possible to add a Data Share Setting level between private (where the record does not even appear in the module view) and public read only (where everyone has the ability to access and read every detail from the record)? I want everyone to
Update payment method
Hello, Can you please provide instructions for how I can update the credit card information for my Zoho account? Thanks, Giles
when a subform is created does it create a related list or a link between the two modules?
Does a subform create a related list or a link between two modules? I have a module call Deals an i have a module call Product I created a sub form in the deals module to bring data from the product module and custum formulas But the cuestion is ¿When
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