Inventory Template Category setup
Hi , I saw inventory template category is an option, just would like to know how can we maintain it?
IMAP not fetching archived mails
Hello, I suppose that archiving emails is a pretty standard way of keeping your inbox clutter free. Manually moving mails from your inbox to designated folders belongs to the past, since you nowadays just simply archive the mail. I was therefor pretty
De-duplicate option in a Custom Module
I wish to have the de-duplicate option in a custom module. Though de-duplicate can be seen in other modules like Leads and Contacts, the option does not exist for Custom Modules. Moderation Update: The Find and Merge duplicates, and Deduplication feature
Zoho CRM Campaigns
Hi There, We are using the Campaigns module within Zoho CRM and although it is running correctly and we have created opportunities and closed opportunities that are linked to the campaign the revenue and pipeline still show as zero. Thanks Dale - Screenshot
Zoho CRM Profile Permissions at Layout Level
Is it possible to control profile permissions of view/edit/create at the layout level? For example, if I have two deals layouts, can one profile have full permissions on layout 1 and view only permissions on Layout 2? As far as I can see, I can only control
Linking notes between modules
Hey guys I need that every note on Accounts should be on the Deal with the same id_ideris at Zoho CRM. Is it possible? Which way is the best?
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
Create a button to populate a form that updates fields in CRM
We have a module called "Booking" which I can create a button on the records view of this module. I'd like to have this button present a mini-form, which replicates specific fields from the Records View, and have the fields that display be dependent on
Reasons For Loss - Different by Sales Pipeline
We have 4 different sales pipelines, the reason for loss is different for each pipeline. Can show only specific type of reasons for loss by sales pipeline?
Send email directly from a task
Hi all, I am hoping there is a way to include the email module, or even a button, to send an email directly from a task. Currently, tasks are 'related to' accounts and also includes a lookup for the contact. The workflow is currently. 1. Click into the
Zoho CRM Validation Rule Using Lookup Field
Hello, In Zoho CRM Opportunities module, we have the following fields: "Proposal Team Member1": Lookup field for User. (I think it's connected to Zoho People P_Employee form?) "Proposal Team Member 1 Contribution %": Number What I need to do is set a
Dashboards
I've created a couple of dashboards, but with the latest update I guess there gone? Anyone more that has the same experience?
How to upload PDF files to Box folder from ZohoCRM Deluge with API integration
Hi, I would like to upload a PDF file to a Box folder from ZohoCRM Deluge with API integration. If anyone knows a sample code, please let me know.
Organize Dashboards into Folders
When we create reports, we can save reports to specific folders which keeps things really organized. However, from what I can tell, this same functionality does not exists with Dashboards. We have many Dashboards (not just components/widgets). Currently
Change image of customer from database
I'm trying to change customer profile photo in zoho crm and I'm using the condition for each status of customer I want to change the profile . for ex if he is from Asia I put specific photo if ... the profile photo is in format hexadecimale in Database
About Backup
Hello good afternoon, I have been receiving notifications about backups that are generated in our CRM for quite some time, the question I have is: 1) How can I test those backups? 2) In the event of a disaster, what corrective actions should we take with
Update signature via API disabled. Why?
Hi Zoho Team, Currently, it is not possible to update or fetch other user's signature through APIs in Zoho CRM. But some time ago, this was perfectly possible in API V2. So much so that we created the Bybrand + Zoho CRM Integration with dozens of users
Formula in CRM
I am not sure about IF We need following A Filed--- THIS B filed --- IS or Blank C Filed--- IT D field is like A+B+ C to show but be fore each filed add "$" if B filed is "is" D filed show $THIS$is$it like this . but if B filed is Blank . i can do only
Microsoft365 / ZOHO CRM Sync - Can It Be Done?
Hi all, it seems that I can only sync ZOHO CRM with a new folder in Outlook Calendar, Contacts and Tasks, not with an existing calendar, contacts, or tasks already in Outlook/Microsoft365. Is this correct? If so, it is a pretty big limitation! Are there
How can I change default field names like Zip code or State?
I am setting up my CRM for a Canadian based company and would like to change the default field names of State Zip Code I cannot seem to find where I can change the default names? Can someone help me out? Thanks.
Contact First Name in Potentials Email Templates
Is there any way we can use Contact First Name in a Potentials email template? Right now it is just full name, which doesn't make sense to use - "Hello Jane Doe". It would be ok to correct if that actual text showed to be corrected, but just the merge field shows. Am I missing a shortcut to do this? If not, could it be added to the collection? MP
How to get record owner name using Zoho CRM COQL ?
I am trying to use search API and I can see the name is nested inside Owner object in JSON response like this but now, I want to use COQL and I want to get record Owner id, Owner email and Owner name { "select_query" : "SELECT Owner.id, Owner.email FROM
Returning records using Email as criteria
Hi All Completely new to the Zoho API. It looks like the only way to query for CRM entries by Email is to construct a custom COQL query? I would have thought the Records API would have allowed you to pass criteria but it only seems to allow you to pass
Issue getting related record data
Hi I am having some issues in Zoho CRM using relatedrecord information in a function. I have a function that uses the account id to pull via getRelatedRecords associated information from a custom module called Sales Contracts (api = Customer_Reference1)
ZOHO CRM SEE FIELD IN VIEW LIST FROM ANOTHER MODULE
Hi, I am trying to get a value of a field from Moudle B to Moudle A (see in photos attached) I want the value to only be seen in a spesific viewing list, is there an option for it without transfering/copy the field it self to another moudle?
how to view emails with attachments in CRM
Hi CRM Community, I would like to know if there is a way to add to the email view in a contact record, if an email has an attachment. see the image below. whilst it is great that you can see the subject and thread, but sometimes its nice to be able to
how to get converted leads data list using API ?
in leads module, I can see the converted leads using Custom view like this, can I get the same list using Restful API? I assume I should use the search record API, but I don't know what field/flag should I use to get those data? https://www.zohoapis.com/crm/v4/Leads/search?criteria=((xxxx:equals:xxxxx))
Revamped forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, we've brought a number of different enhancements
new calendar update causes duplicate invitations and reminders to be sent out when syncing with Google calendar
We found a huge bug with the calendar update and now (based on what Zoho support told me) we basically have to stop using the integration. We have always had our Google Calendars and Zoho calendars sync'd (we create events in Google Apps) so we could
Unable To Map Company Name
I have reached out to Zoho Support a couple of times since 9 Sep 2022, and still have not been giving much information on how I can map my data correctly. Most of the time they link me to a help article that I have already read and does not explain how
Auto Rename Name on Custom Module
Hi All- I have a custom model named Model Overview of which I am trying to get the name of the record to be auto renamed upon saving based on the combination of two fields named Make + Model. My custom module is set to name (not auto number). In creating
Custom Button
Can anyone help I want to create a custom button in the accounts module this needs to do two things 1. Send a webhook so a WhatsApp message 2. Send an email Can anyone help?
what is the difference between last activity time and modified time in deal record?
I am trying to modify the appearance of my kanban view in deal module. but I find dimension, modified time and last activity time, may I know what the differences between these two are?
Lead do not Assign when user on leave
There is two option for lead assignment in Roun Robin Case: Online status or shift in CRM Online- Users should be login into CRM. if they close then it not assign them. shift- after non-shifting/nonworking hr lead does not assign. what we need. when users
how to use the same email
our case is to send leads and we only need mobile number but emails are mandatory to be filled through integration how to send leads to Zoho with the same email and everytime it create new records not replaced the old one
Kaizen #97 - Email APIs
Howdy, tech wizards! Welcome back to another exciting post in our Kaizen series. This week, we will explore how to leverage the power of APIs to manage and interact with emails within the Zoho CRM platform. Consider you are the Manager of a technological
Flexible assignment of email to Deal?
I am using Zoho plugin for Microsoft Outlook and I assign email to be sent to Zoho using the plugin ribbon button labeld "Add Email" (because I don't want all my email going to zoho through office365 integration). 1) I have certain contacts that will
How do I access data in a file from a fileuploadfield
Follwowing situation I have a file upload field "myFile" in a custom module "myModule" The file is an xlsx How can I access the data in this file (e.g. loop through each row and extract data). I later want to write the data from the xlsx into a subform
How to get all stages for a company (including custom stages)
Upon using /crm/v5/settings/layouts?module=Deals endpoint, i do get standard stages list but i want all the stages (even the custom created)
Pictures dissapeared in quote template
Hello I have made several quote templates and they were working great till now; I printed out quotes and they worked perfectly 15 min. before It stopped working. When I try to send it or print it as PDF pictures disappear; Could you please help me with
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