Multi Parent Field Dependency
Currently, Zoho CRM only supports a single parent as a field dependency. We have a use case to support multiple parent fields to find the correct child values. Without it, we would have around 40 million unique values (crazy, I know). Are there any plans
Can i create custom convert function including mapping?
i want to convert potential to product or any custom module, so can i create custom convert function including mapping?
email auto-response when scanning a business card from the phone app
Hello all, How to create an email auto-response when scanning a business card from the phone app that uploads to the "Lead" in CRM?
Vendors not part of the free version?
Hi there, I thought I had signed up for the free version and had imported my vendors. Now that my "free trial" I din't know I was using is over, that tab is missing. Can I get it back?
Gravity Forms multiple checkbox field to Zoho CRM Multi-line Field.
When I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. The data from the Multi-Select Checkbox Field to Zoho CRM Multiple Line Field is shown as below. [“MON 3pm-6pm”, “MON 6pm-10pm”] I would like it to be:
Contacts with Multiple Accounts.
I am attempting to create an Account (individual module) with multiple contacts. I need to use the subform feature because each contact needs to have certain functions for that account such as, (1) can they sign on behalf of the entity (yes/no), (2) will
Contacts creation date/time
Where do I find the date/time of the creation of contacts. I want to monitor the growth of new contacts (users) by week and month.
We would like to know the maximum number of leads that we can put in the different CRM Editions i.e. -Standard, Professional, Enterprise and CRM Plus
We would like to know the maximum number of leads that we can put in the different CRM Editions i.e. -Standard, Professional, Enterprise and CRM Plus
How to setup BCC Dropbox BCC for MacOS Outlook
Hi, Can someone advise how to setup auto BCC in MacOS outlook, as I need to set auto BCC the BCC Dropbox email address to integrate the email to CRM.
Adding attachments to meeting requests in Zoho CRM
Is there any way to attach documents to meetings created through Zoho CRM before you send it to participants? I want to attach an agenda, a more detailed overview of the meeting, pre-reads but can't seem to attach to the meeting invite itself.
Simple fix suggest re Phone Numbers
Many in the US use parentheses around area codes (401) 717-2299, for instance. Can we get the entry action coded to remove these parens and replace with one "-" Now it pops up invalid. Could be a timesaver for cutting and pasting.
MANDATORY_NOT_FOUND error when trying to insert data
Hi, I am trying to use the CRM api to insert a lead record. I have checked that the mandatory parameters are 'Company' and 'Last_Name' (as per the fields on the CRM page) I still get the error code : MANDATORY_NOT_FOUND, api_name: data, message: "required field not found", status: error. Here's my dummy json { "Mobile": "5555555555", "LeadOwner": "leadOwnerleadOwner", "Salutation": "Mr.", "Full_Name": "firstName customLastName", "First_Name": "firstName", "Company":
Formula with date field
I need to create a custom field that displays a number based on a field date (minus) today's date. I.E. if tomorrow is "field date" (minus) today's date the custom field would return 1. Thanks for any help.
Mass email secondary Email?
Is it possible to mass email "secondary email"? I would use this to send a "mass SMS campaign" as i have set up SMS through my emails. Moderation Update: Development on this feature is still in progress, and I request you all to follow the below forum
Report - Days in Stage
I am trying to build a 'Potential's' report that would show the number of days spent at each Stage. Other CRM's have 'history' fields that enable you to report on this but I am not seeing anything like this in Zoho. Any help or suggestions would be greatly
Zoho CRM Skype for business integration
We use skype for business company-wide. I went through the forum up and down and this is a highly requested feature it seems. If I use the provided "solution" (disabling phone-bridge) it simply opens the windows pre-installed skype and not the skype for business client. Is there ever going to be a real integration with skype for business (or lync) or am I just missing something? Telling me there are alternative phone services isn't really helping. Skype for business is here to stay and I won't be
CRM-Finance Sync Deleting Billing/Shipping Phone Numbers
(cross-post from Zoho Books forum) My business process involves programmatically creating customers in Finance via Zoho Flow when a customer places an order on my Woocommerce site. The customer is created as an Individual customer. This process fills
Accounts with no open activities
Has anyone created a report showing Accounts with no open Activities? I am trying to manage over 5000 accounts and just need to know which ones we are not calling since we do not have an open Activity.
Workflow to update lead status when converted to Contact
Hello, Is it possible to create a workflow or function to automatically update the lead status to Qualified when a lead is converted to contact? Currently we convert our leads & then look at a report on converted leads to see how many were converted per
The Canvas module view gets an exciting face-lift
Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucial
Portal - Don't show specific module on tab (even tho there is read access to that module)
Hi, Portal users see all the modules on the tab (top of screen - left to right). I do NOT want my portal users to see a specific module on the tab (but they must have read access to this module). It is possible to control what appears on the top of the
Deluge Script - Calculate Average of record field values per record type, and add the average to a different module.
Hi all, Hoping someone wouldn't mind helping me out please. I'm looking to create a Deluge script that I can run on a scheduled basis (once weekly). In essence, we have a module in our CRM called "Bookings", which houses records of all bookings made.
How can I rename and/or duplicate a mail merge template in ZOHO CRM
Hi, The title says it all; I don't seem to find the option to duplicate or rename a 'mail merge temple', please advice what i need to do to achieve this, Best regards, Erwin
Search Purchase order by product
in account name, u can see related products , but sometimes it's necessary to search the other way ard, except to go report always, is there a faster way doing so.?
Is it possible to visually differentiate an account or contact based on a status field?
So sometimes an account calls in, and we when we look them up we may have notes in there that are critical read before talking to them. For example say "UNPAID INVOICE". Sometimes it be overlooked and then we just support them as usual. Or Key Accounts
Deleting column in Kanban view
Hello, I am wanting to delete an excess column from a Kanban view. How do I do it?
how to use zoho java sdk or node js to build make our own zoho crm api
Hello everyone, I am looking for a solution to use ZOHO CRM API more easily. So can you guide me on how can I use Zoho crm java SDK or node js to make my own zoho crm api ? do you have sample project to help me ?
How do I associate meeting notes to multiple Contacts?
This seems like CRM-101, but all my searching has come up empty. I see posts from a decade ago asking for this common and necessary feature; however, I have yet to find the answer in the affirmative. How does one easily create meeting notes for a meeting
Daily Task Reminders
Hello Good Morning, I have workflow rules setup that when a deal moves to a certain part of the pipeline, tasks get sent out to the team. However, some of our team members need constant reminders to complete their tasks. I would like to have daily task
Triggering a webhook manually
Hi everyone! I have a webhook configured to be triggered on Account creation, but sometimes the webhook fails (server-side problems) so I'd like to be able to trigger it manually later, as an Administrator. How can I do this? I thought I could add a custom
how to deal with a non-linear Sales Pipeline
we have various stages in our sales process, however some of the stages are non linear, in other words the order in which they are done does not matter. I'm wondering if anyone has any suggestions for tracking them, and making sure all per-requisite steps
Does Zoho offer a map that plots all CRM accounts on it?
My boss wants a live map (think google maps) that plots all the accounts we have in our crm onto the map. Is this possible or available some how?
Workflow does not trigger via API
Created a workflow triggered when a lead is created or edited with an Instant Action to call a Webhook. The workflow is triggered and works when a lead is manually created or edited in Zoho CRM but does not trigger when a lead is created via API. Is it possible to trigger a workflow when a lead is created via API? If it is possible, can you advise how this can be configured?
Kaizen #108 - Integrating Third Party Application with Zoho CRM using Java SDK
Hello, everyone! Welcome to another Kaizen week. In this post, we will discuss how third-party applications can integrate with Zoho CRM using Java SDK 5.0. Use case Zylker is a real-estate app which can integrate with any CRM vendor and uses that data
Kanban Deals View, can i hide certain stages?
For example when i'm looking at All Open Deals, i don't need to see an empty columns for closed deals taking up screen real estate.
Is it possibly to edit the meeting invite email template?
Hi there, I'm really struggling to find where to edit the meeting invite template. I find that the one that is sent is very basic and doesn't provide enough information to our customers. However, I do like the ability to be able to accept or decline directly
Allowing Multiple Contacts
I have Portals set up and want to run between different companies. However, I have noticed that different portal users cannot add the same contact details. I need the portal users to be able to add the same contact if needed without each other knowing
Canvas / Portals buttons and Related Fields not working
Im making a portal using a canvas and none of the button work except for the Edit button. They work fine in the main screen but don't even show on the Portal view. I have some custom Related Fields that are not allowing documents to be uploaded in Canvas/Portals
Emailing Contacts within Accounts with Certain Products
Hello. I need to send a price increase email out to some of my CRM contacts. But the criteria needs to be Contacts in Accounts that use Product X. Our products are in a drop down list in the Accounts object. How would I go about filtering these contacts
Accounts with multiple locations possible?
Is it possible to create accounts with multiple locations? We have several companies with a headquarter and franchise shops. In the ideal situation we don't want to create separate accounts for these shops, but have them listed under the headquarter accounts.
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