How to bulk update/mass update more than 1000 records and run workflow rules?
Hello, I am trying to update a certain field in more than 10k records. And there is a workflow rule that is being processed when this field changes its value. But the problem is that Zoho CRM allows only 1000 records to be mass updated and run a related
Users, roles and Business Units
Hello, We are moving our organization from MS CRM4 to Zoho, and we would like to reflect the same hierarchy we had in CRM4. This hierarchy was a "tree": 1.- The HQ Business Unit was at the top of the tree 2.- Different Second Level Business Units are
account in zoho crm
Hi everyone, is there anybody can help me? I have a flow in my aplication, so i wanna do a couple step to create a contract. here is my plan; - create an account - add contact for the account - make a deal for related contact can all of these step use
Zoho CRM use for tracking workshop attendance
Hi there, I am a new zoho user - I am wanting to use zoho to track workshop attendance. I give workshops and want to use ZOHO CRM to create the workshops and lists of potentials in the workshop. Do I do this as a deal or do I create a product? I tried
New deal with determined stage
Is it possible that when creating a new deal, it must be created in a certain stage, with no option to change the stage by the user?
Deleting or renaming templates
Re: the Zoho CRM and MS Word plugin. Is there a way to edit, rename, or remove templates uploaded to Zoho CRM? Best, Lindsay Garrison On the verge, incorporated Boston
ZCRMRestClient initialize new pkl file and config automatically
Hello, I am using the Python SDK to connect our internal application to the Zoho CRM. In our Zoho CRM, we have multiple users, and each one of them has multiple prospects in their own name. So, in order to be able to access the CRM from our internal tool,
Feature Enhancements: Translations
By The Grace of G-D. Hi, We are using the translations feature a lot and it is great! There are a few enhancements that could really make the system Multi-Language even after customization. Please consider the below suggestions to enable in translations:
Add extra column to zohocrm products overview showing ammount of linked deals
Hi There, I am new to ZohoCRM and am currently investigating using it for a customer. I was wondering how to add an extra column to a module overview page (in my case products) showing the ammount of linked deals. I have already looked into the 'modules
API Request from Zoho CRM
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.com/crm/v3/Leads. Could you suggest me the possible cause? { "code": "INVALID_REQUEST", "details": {}, "message": "unable to process your request.
Restriction of changing territory by the user
Dear, I am not able to restrict the change of territory by users, is there this possibility?
Zoho Finance Integration - Report that shows the status of all estimates, sales orders and invoices
Hi all, We've transitioned to using the Zoho Finance Integration to raise orders. Is there a simple report that can show the 'status' of an order through these modules. I know there are statuses within each module (i.e. for invoice - draft, overdue, paid
We changed our ZOHO CRM password and our leads stopped coming. Why does this happen?
Hello. I changed our ZOHO CRM password. After an hour I realized and our leads stopped coming. I couldn't believe that our leads stopped coming after I changed our password. So to confirm I contacted my tech team and they contacted Zoho Support. Our outsourced
Create API connection between Zoho CRM and Sheet
Hello, we store Zoho Sheet Worksheets inside Zoho Workdrive and want to access the files (cells inside the worksheet) via deluge script inside CRM (client script). So the question is, how to create a connection?! If I search after "Sheet" I get one result:
Can't see leads coming from Facebook ads
Hi, I successfully run Facebook ads and integrated my Zoho CRM, I have 25 leads at Facebook ads but can't see these leads in my Zoho CRM? I checked manuals, it seems all is done but I do not know why I can't see the leads coming from Facebook ads? T
Can I include custom fields from CONTACTS in the Gmail plugin?
I have a drop down field I created on CONTACTS. Is there any way to make it available on the Gmail plugin?
Zoho CRM Community Digest - June 2023
Hello Everyone! In this post, you'll find the latest announcements and interesting discussions that happened throughout the month of June. Keep reading to explore what June had in store for us! Zoho CRM product updates: Zoho CRM's Voice of the Customer
Quick Create in Portal
Hi, I create a new module to use at customer portal. After adding the module to the costumer portal, I realized that Quick Create form is displayed automatically, is it a must or can I change or remove Quick Create files from the customer portal? Thanks
Create a dashboard that shows how many sold in each month.
Is it possible to create a report/dashboard that shows me how much has been sold in each month? I know how to do it for the individual months, but I want 1 report that shows all months as a chart. Thanks
Change Field Type & Preserve Data, Workflows, Layout
I would like a feature in ZohoCRM that would allow me to change a field from one type to another, and preserve the data, workflows, layouts for that field. Essentially the same effect that "renaming" a field has where nothing really changes but the name.
Upload Excel Template into Zoho Sheets and Use for Creating Quotes/Sales Orders
I use an Excel workbook template to create quotes/sales orders. Is there a way for me to upload the template into Zoho CRM and map the customers contact fields into it from within the CRM? Thanks so much! Kelly
Monotonic stream ID's in notifications API
Can you add stream ID's? If I lose a message incoming from a stream, or there is some issue in the Zoho sending a notification, that notification is lost. When I reconnect I'd like the ability to replay or start at my last observed notification. This
No etag's
Can you add etag support for optimistic concurrency control when writing via the API?
Export as PDF option for all Modules
Hello, We're able to see how many times user sent e-mail to contact but we don't know how many times PDF export link/button clicked. Sometimes, I'd like to be sure about the user has sent quotation to customer or not. Upon I have sent this request to
Inventory templates for Products
We require printing the products we have with special formatting but currently it is not possible to create or select an inventory template to do so. Inventory templates exist for invoices, etc, but not for the Products module. Is it possible for Zoho
Report Running From Different Time Zones
We have found an interesting problem today. If I view a report on one of the dashboards we have setup which limits the records to 'Activities Todays' then the report looks different for me where in New York than it does for our Sales Rep in Singapore.
ZohoCRM DealOwner to ZohoBooks Customer Owner
Hello everyone, I have a specific requirement to synchronize the Deal owner with the customer-owner in Zoho Books. In order to accomplish this, I have developed a deluge script that is currently functioning correctly. However, I have a concern regarding
CRM User's Last Login
Hi all, I would like to request a feature that logs the last login of users. I'm aware that there are two other topics about this, but in each of those topics we are asked to refer to the other topic and they're both locked, which doesn't seem right:
Can I hide report based on user profile and or group?
Hi, I want to create a report, but I want to hide it for certain users based on their group and profile, can I do that? because when I create a report, it will always appear on all my users, even though they only see nothing after they click the report
"No Zoho Creator permalinks were found" error message
Hello, I'm trying to add a Zoho Creator app to a CRM Web tab following this guide: Linking Zoho Creator Apps with CRM | Online Help - Zoho CRM When clicking on the link icon, I get the following error message: No Zoho Creator permalinks were found. I'm
Display Company Names for Leads in the Activity Module
I would like to propose giving us the option of viewing the name of the company our Leads are associated with when viewing tasks in the Activity Module. This is such a basic need I am at a loss as to why this isn't available already.
Lead and Activity Reports
Is it possible to run relational reports across multiple modules. I want to run a report that filters particular leads by status and source that have particular words in an activity or a particular priority on an activity. I have tons of uses for filtering
How to: Fine grained access
Hi, I'd like to give users access only to certain records based on specific conditions. ie: if Field1 is a picklist and has a specific value, give access to all users of a certain "group" Or if that user is chosen on a specific User lookup field. I'd
subform tooltips
tooltips of subforms don't show up after setup:
How do you disassociate contacts from an opportunity in the opportunity module?
Working in the Opportunity module within CRM, I have several contacts associated with an opportunity. A couple have left the company or moved departments and I want to disassociate them and add their replacements. Adding new folks isn't an issue, but
Please display ALL emails of an account per default (CRM emails + IMAP)
Hi, i simply don't understand why ZOHO CRM is designed like this: if you open an account an scroll down to the emails, you just see the emails that have been sent from ZOHO CRM. Why?? Per default everybody wants to see ALL EMAILS that have been received
formula field in subform shows blank when record is created by deluge.
I use Deluge to create record, but the record will not calculate formula field in the subform. I have to edit and save, it will be calculated. Unbelievable. Any method to auto trigger the formula field in subform?
How to Add button for Custom Module
Hi Team, We want to incorporate a customized button into the Custom modules of our Zoho CRM account. We've observed that it's feasible to create custom buttons for both default modules and custom modules created using extensions. However, it's not possible
Perceptions about Canvas
We are exploring the possibility to design our layouts with canvas. There are some aspects holding us back from it. User experience truncated between record view and list view Responsive in different screen sizes Aditional clicks for editing a field No
Kaizen #94 - PHP SDK V4 - Configuration and Initialization
Hello and welcome to another Kaizen week! In previous Kaizen posts, we have covered in detail how to configure and initialize PHP SDKs for Zoho CRM v2.1 APIs. We have since released SDKs for v4 and v5 APIs. However, starting from v4, there are some changes
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