Data Enrichment
Dear community, I have lots of phone numbers that are not in a good format. for example: 9823xxxx should be like 009823xxxx (add "00" at the beginning ) or I should remove space for some of them like: 009 823xxxx should be like 009823xxxx how can I modify
Territory Management
In our organization we have a Sales team and a Customer Success Team (CS). Sales owns Account and Potential Records and in some cases CS can own Potentials. I would like to use Territory Management to exclude the CS Potentials from Sales but I can't get
Copy Phone number from Accounts Module to Contacts module
Hi There, I am trying to use a workflow to update the phone number in a contact with the phone number from within an account. I have set the trigger etc which seems to work ok but and the script says it is successful but the field is not updated. the
Updating leads via Zapier
Hi, I want to create Zap to update any lead when the customer adds a new car, I managed to create a lead when a new row has been added to the MySQL table "customers", but I failed to create a zap to update the created lead's details when another row is
A little overwhelmed, any good resources for support on workflow?
Hi everyone! I have a small service business based in the UK. We mostly on 'on site' work. Our workflow is essentially: Incoming enquiry from a number of sources (phones, social media, email). Quote project (large range of items from large amount of suppliers)
Quantity In Demand doesn't balance
Hello, I like the "Quantity in Demand" field that appears in the Product module. It increments when Sales Orders are created and decrements when orders are cancelled or closed. However, we have created other statuses in our Sales Order workflow (like:
Zoho CRM Wizard
Hello, I need help: I'm trying to use Zoho Crm To help our users to compile a quite complex Form With Information about our customer. I have a custom Module (we call it KYC ) with all the needed fields two of them are the "search" field that help me to
Subject: Request for Resolution of Uploading Attachment Error in ZOHO CRM
Dear ZOHO CRM Team, I am writing this letter to bring to your attention a technical issue that I have been facing with your platform. I have been using ZOHO CRM for my business, and I have been very satisfied with the features and functionalities that
Picture is broken in CRM
Hi, Whenever I export PDF from inventory module. all of the picture are broken. Can you please urgent check for me. Thank you. Kava
Deal Hyperlink in Reports
Is there a way to put a hyperlink to the Deal in a Report that is in Excel?
CRM Picklist values not all showing
Hi all I wonder if anyone else is having this same problem. I have a picklist field in a deal module - on the back end I can see all my options fine. BUT when I go into create or edit mode of a record - it only displays 2 of my 5 options and I can't understand
ZOHO CRM Client Scripts: Module Vanished
I was working on some client scripts and realized that some of the previously created client scripts are no longer there. When I checked all the client scripts for the module (Meetings) were gone and when I tried to create a new CS for the Meeting module
Send License Renewal
Hi, We are software company providing license subscription for our clients. We have created Accounts, Clients and License modules in Zoho CRM. We need to send license renewal notifications email to our clients when their subscription has expired. Currently,
Write Webhook by Deluge
Hi , I am trying to write webhook by deluge to integrate our OA system. but it pops up error. However when I use CRM webhook function , It works. But I don't know what's the difference of them. Can you guide me how to repair my deluge rules. May I know
Import text with line break into custom field multiline (textarea)
Hello We success to sync our custom fields from our app to Zoho CRM, but how can import the line break ? We try with : <br> \n \r\n but with no success. If we make break line into that field in Zoho CRM it works, and it keep them after saved, Thanks for
How to check if Lead Email already exists in Account or Contacts
After attending a trade show we have the list of all the people who allowed us to scan their badges. Our normal routine is to upload them all as leads until they are qualified. Is there a way we can check if their email domain already exist in contacts?
Update Closing Date Based on Other Date Field
Hello, Is it possible for me to update the closing date field for an opportunity by setting a different date field? For instance, my company has quotations that last 30 days, 45 days, and 90 days. If we set the stage to a 30 day Quotation, and set a custom field "Quote Date" as the day we send the quotation, is it possible to update the Closing Date automatically to 30 days after the Quote Date? I'm aware I could use Execution Date, but not all quotes go in the day they're sent so it wouldn't be
Check duplicate email in Contact & Lead Modules
You should ask your support people or developer to create a script for a "Cross-Module Reference". It requires a good deal of setup and knowledge of deluge and how to work with API's but it can really help. For instance if a sales person wants to add a contact that they just discovered to the lead module, and that person was already a record in the lead module (lets say they already downloaded some premium content". The system would ID that their email's match and would send an alert to the system
Can we use Zoho CRM for both B2C & B2B at the same time for huge number of Contacts?
Hi, I know Zoho CRM can be used for both B2C & B2B. We have huge number of records for both B2C & B2B leads, contacts, tasks and potentials. Which is the best strategy to implement both B2C & B2B through Zoho CRM? Use both B2C & B2B in the same CRM account
pre header email template
how i set pre -header in email template.
Can't access ZOHO pages or sign in to anything ZOHO, getting DNS_PROBE_FINISHED_NXDOMAIN.
Hi folks. Tried ManageEngine last week and kept getting this issue. Now trying to sign up to ZOHO for crm and hitting the same thing. Ive tried 2 different networks (home and office) and 2 different devices (laptop and office workstation). Only seems
How can I delete a record from CRM and at the same time from Creator?
I have created a custom sync (lets say) between zoho crm and creator with deluge. When I add a new record in CRM Contacts then this Contact is added in a Zoho Creator Report. I also keep the Creator ID in CRM record so when I make any change to this CRM
Products added in Zoho Inventory are not showing in ZohoCRM, on ZohoONE?
Any ideas where i'm going wrong? I am adding products into zoho inventory but they arent showing in my zohoCRM?
Problem in updating Contacts in CRM with CSV import
Hi, I have some contact I would like to update. I've created a simple coma-separated csv. and I mapped those Record ID,name,field_to_update zcrm_5373870000007081001,jean,true File looks fine in excel and in notepad. My problem is, it doesn't update the
How can I search and choose specific Creator reports and show them in a popup in CRM
I have a Cruises report in Creator. I want to have a button in CRM where i can search through these cruises while I edit a page in CRM. I also have to choose one of the cruises which data gets automatically filled into the corresponding fields in CRM.
what is the file and data storage limit in Zoho CRM?
I just want to upgrade to paid version of Zoho CRM, but now I see an upselling offer for file storage and data storage add on like this I have some questions, because it seems that there is file and data storage limit in Zoho CRM 1. what is the the difference
Exciting enhancements for the Canvas Builder!
Hello Users! We're excited to announce the latest enhancements to Zoho CRM's Canvas Builder, taking your customization experience to new heights. Discover the following feature upgrades and improvements, designed to empower you with even more flexibility
Error 504 in Zapier, when trying to update an existing record in Zoho CRM
Hello, today and for any reason a Zap in Zapier stopped working. I am updating an existing record in Zoho CRM (Invoices) in a Zapier step that is now causing the issue. The error is: 504 Gateway Time-out. I already re-connected the Zoho CRM account and
get current record
hello I'm trying to add a list in Zoho crm product (part of the code) Productid = 133994; productList = zoho.crm.searchRecords("Products","(Product_Code:equals:" + Productid + ")"); what I'm trying to to is to get the value of a custom field in the current
Update field in module with field from same module
Hello, I'm trying to update a field with API name "Animal_Name" in my "Complaints" module to reflect the data submitted in the field with API name "Name" in the same module upon creation of the record. Can someone help me write a custom function for that,
Data bundling for sending quote to customer
I would to like to ask that if there is a feature of sending a quote to the customer in which I can bundle multiple products and make them visible as bundle of product names, total bundle price. Basic purpose is to hide the quantity of the products and
Customer Related List
Hello! I have 3 modules connected to each other: Agents Doctors Patients Each Doctor has a (unique) related agent; each Patient has a (unique) related Doctor. Fig. a - Doctor Module Doctor module with related Agent Fig. b - Patient Module Patient module
Create groups based on a deal
Hello there, Is there any way to creat groups on a deal? for example, on a deal I need a support team made out of a few members of the entire support team and when one of the members of the team assigned to work on the deal closes a task, all of the other
Zoho CRM is so slow here in China
Sometimes I enter a record or try to load a module list. Need around 10 seconds. No issue when I enter another website. Not an internet issue as we are at 1000MB speed.
How to check if contact has a relation to custom module record (related list record)?
Hello, I do have contacts (in the regular contacts module) in Zoho CRM that can be related to a custom module "Subscriptions". The Subscriptions will be displayed in a related list in each contact. So if I create a new subscription I can choose the contact
how to assign a task using a custom function
Hi there, I am using a custom function to assign leads in a round-robin manner. Now I have a workflow that creates and assigns a "Contact Lead" task to the lead owner. But now that I am using a custom function to assign a lead, this workflow assigns this
Notice: Undefined offset: 1 - ERROR while searching for records
Hi I'm currently integrating our plattform (php ecommerce) with zoho crm for a client. I've successfully installed the php sdk and got it working by obtaining access and refresh tokens. Now i'm trying a simple request and it's returning me this error:
Filter LookUp for Records Created via Workflow
Hello according to this zoho article (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/lookup-filters#Business_scenarios), the look up field filter does not search records created via a workflow. I would like to
Write Webhook use Deluge
Hi , I am trying to write webhook by deluge to integrate our OA system. but it pops up error. However when I use CRM webhook function , It works. But I don't know what's the difference of them. Can you guide me how to repair my deluge rules. May I know
Translate Section Headings
I'm using a Enterprise subscription with Translations (Setup - Customization - Translations) enabled. I know how to Translate custom Field labels and Pick list items, but is it possible to translate the section headings? They don't show up in the exported
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