Zoho CRM is so slow here in Indonesia
Hi, Currently I am in Enterprise trial version. I really love continue to use Zoho CRM since it almost perfectly fit to our business need. but unfortunately the Zoho CRM web is often so slow. I am in Jakarta, Indonesia. the web is so slow in here, it
how to relate task to a deal using API?
I am trying to create a task that will relate to a deal using Restful API, programmatically. I create a POST request to the endpoint below : https://www.zohoapis.com/crm/v4/Tasks and the JSON body was like this { "data":[ { "Subject":"Task Test, "Owner":
[Webinars] On Zoho CRM's CPQ, Blueprint, and CommandCenter
From automating business processes in terms of manual actions and directing a flow to capture the right information, to enabling accurate and relevant pricing for business offerings, Zoho CRM hosts some powerful tools, namely CPQ, Blueprint, and CommandCenter.
Improvements to finding and merging duplicate records in CRM
Hello folks, Here's a quick update about managing duplicate records in Zoho CRM. Removing duplicate records is often the difference between a clean and organized CRM and one that's a drag on your users' everyday work. In Zoho CRM, you can proactively
Can't add attachment to an email send from the Enterprise module
In most modules, if there is an file attached in this module, I can compose an email from this module and add a attachment file using the "From record". But in the module "Enterprise" I can't. Even if there is a attachment in a enterprise record, when
Removing uptime restriction in web based api usage
I am using FluentForm. The form that comes after a certain time after installing the web based api is not added to zoho crm. When I update the api, the form comes. What can I do?
Where did the module suggestion go?
By The Grace of G-D. Hi, How are you? It used to be that, in Deluge editor, when you write "zoho.crm.getRecords(" - It will prompt you with a list of availible module names. It stopped working about a week ago (That is when we noticed it). Why?!?!
Workflow Rules Not Triggering
Hi all, Workflow rules that were working up to about a month ago, specifically for accounts that have 1 field modified with set conditions, that schedule emails based around these conditions, are no longer working. I was originally told to add the "unsubscribe"
Deleting Dashboards
What is the problem with being able to delete Dashboards?, surely this should be allowed?
IMAP Mails when an employee leave the company
Hello, We are thinking of setting up our ZOHO CRM accounts with IMAP (Gmail). If an employee leave the company, do we need to keep his Google account to keep his mails into CRM ? If we remove his Google account, the employee emails will stay into CRM
How do I standardize Deal Name
Hi, I want to know if there is a possibility of standardizing deal names with an automation. The idea is to create an automation that works whenever a deal is created there should be a trigger that updates the deal name field with placeholders. e.g of deal name > {{Account Name}} {{Current Month}} Thanks
Notification when adding a doc in attachements
Hello, I tried to create a notification that gets triggered when a specific user uploads a file in attachements in CRM. I could not figure out how to do that, can you please let me know if this is possible? Thank you!
Removing special charter from mobile field
Hi, our client's mobile numbers are reflecting on the quotation incorrectly, I need to change the field format so it can show the correct numbers. is there a way to change the layout of the quotation or adjust the field format? the correct number is 0501999813
Adding Formula to make dashboards
I have created a formula that needs to auto-populate the result on to the tables then i want to display the information on the dashboard but i am getting several errors. 1. on creation there is an error that the field will not be displayed during creation
Unable to schedule meetings
Hello I am unable to schedule recurring meetings in Zoho CRM Calendar. It says unable to complete request.
Help with Deluge
Hi All I am trying to copy notes from a custom module onto a lead on a button press. I have managed to copy the note title & body but attachments are much different (as they are a related list?). I have wrote the below but I am getting error 400: Bad
Any one have family head format
Hi, anyone has Family Head Format so I can customize it according to that.i want to link also contacts with family head.
Problem importing records and linking to existing products
Hello, I am trying to import records into a custom module "Subscription" with the import feature (Data Administration / Import NOT the CSV import feature of the module). The CSV file I use for the import works without any problems and all data is imported
Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho.
Hi, a user of the CRM is trying to send an email. That's the message she gets "Sorry, we are unable to process your request. Please try again later. For assistance, contact us at Zoho." Everything looks fine from this end. What do we do now? Her email
Shortcuts/ Quick Actions on Zoho CRM mobile app!
Imagine you are rushing to a must-attend meeting and out of nowhere you run into an important client. After having a quick chat, the client wants to schedule a meeting to discuss your products and services. Opening the app, searching for meetings module,
Deleting Products used in Quotes/Sales Orders Problem
Hi everyone, So we want to delete 75 products and replace them with products from another vendor and different product code. When trying to delete, I get the following warning: Sorry, you cannot delete the product(s). The product(s) cannot be deleted
Is there any way to select a Zoho CRM Email Template as the Body of a Mail Merge Email?
Currently, I can merge and email documents and it pulls in all the necessary fields in Zoho CRM like I expect. However, when I get the window to send the email, and I choose to send the merged document as an attachment, my only option for the body of
Hide Notes in Module-level Permissions
Hello, In settings, is there any way to hide notes for certain profiles under "module-level permissions"? It's currently grayed out. We would be willing to pay to have this function programmed if not.
Why is Zoho CRM Webform using v2 of CAPTCHA instead of v3
We used to use Contact Form 7 on our site with great spam filtering add ons. Since we switched to Zoho CRM Webform which has Captcha v2 we receive at least 3 or 4 spam leads a day. This is then causing our mailing list (which uses the web form) to have
Find and Merge Duplicate Deals
I know we have this function for accounts and contacts, but I can't find it for deals, as I would like to avoid having any duplicates. Thanks Moderation update: We are happy to inform you the support for managing duplicates in the Deals and custom modules
Need help integrating WeChat
Need consulting help integrating WeChat. I am the Zoho developer for my company and I understand the WeChat integration instructions given by Zoho. However, I do not understand our WeChat subscription. When I login to our (paid) Wechat subscription, I
4 things I need from Zoho CRM
1. Show me when products (stock quantity) are low 2. Where do I put our 'ideal' inventory number for each product. 3. Can I make a report of frequently purchased products? 4. A calendar of birthdays that I've entered for each contact. Any help on these
How can I change my billing information?
How can I change my billing information?
How to update zoho crm lead full name as account name/deal name while lead conversion
How to update zoho crm lead full name as account name/deal name while lead conversion ? any idea
issue uniforming crm data using data prep
Hi, i have tried to uniformize the CRM some data values using Dataprep. first of all i have imported my leads and contact into Dataprep using the native import module. after i hav applied some rules on some columns (I only change the text case from UPPER
How to hide reports?
Right now there are so many reports under Reports tab. Is there any way we can hide most of reports so that our team can focus on only the required reports?
Change date format
We have some date filed (1981-10-15) We need to convert to (15OCT81) into other filed. How to set it up?
Zoho CRM Relay <-> Exchange Online
Hi! Do anyone have a guide for configuration for Zoho CRM Relay to Microsoft Exchange Online? I have come so far that Im getting a 550 5.7.64 Relay Access Denied...kb3169959 Best regards Mikael
Any Medical Therapists/Practioners out there that use CRM for their SOAP and client records?
Is there anyone out there that is a medical therapist/practitioner who uses Zoho CRM to keep their SOAP notes and client information. I would be interested to know what edition you use and how you integrate your client records into the system.
Zoho CRM integration with Constant Contact
Hi All, I am looking for integration between the zoho CRM and marketing automation tool "Constant Contact" but I am unable to find it in the marketplace. When I see the Zoho CRM's website -> marketing section, it displays the section where I can see the
Creating a report by location
Hi all, I am trying to figure out how many shoots (I am a photographer) I did in my home town rather than in a nearby city in 2022 for tax reasons. Is there any way I can do such a thing? Every gig I add as a meeting and includes an address. I THINK that's
How to get a one to many field in custom fields?
Can this be done? If so how?
profile picture not showing in Zoho CRM
Hi, Our users have added a profile picture in their own Zoho CRM account, but me as super admin can't see their profile picture like this am I doing something wrong?
Send for Signature via CRM
Hi All, I am trying to trigger a Zoho Sign Signature request custom function when a specific tag is added to a deal. I am having trouble with the Zoho Sign Request on line 57 - undefined variable recordmap.put("zohosign__Account",accountid); I tried looking
Can you mass email based on related list records?
If we use the Zoho example of a school with a custom module for classes, is there a way to email all the students of a particular class? In my example, the student contact record would have a multi-select lookup field to the classes module, but I can’t
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