Is there a way to allow leads to see and update their own contact information?
We're wanting to send an email to all our leads allowing them to view the info we have for them online (the fields we allow them to see, at least), and let them edit/update that info. Is this possible with Zoho CRM or using the Forms or Survey module?
Google Drive integration does not show Shared Drives
Hello. My organization uses a number of Shared Drives within Google Drive. The current Google Drive integration with Zoho CRM does not allow navigating to "Shared Drives", it just shows the contents of "My Drive" within the Google Drive. For example,
Creating Dashboard
Hi, Would you please directed me how to create a dashboard from scratch? I want to connect my consoullers to dashboard because we use 7 stages after every stage with our customer we jump to another stage, so instead of doing it manual and check stages
Amazon Connect Integration
Amazon Connect Integration failed. I tried to setup things following Channels>Telephony Input everything right and Successfully login to my own Amazon Connect CCP. But the redirection thing didn't happen at all. I just looking at my own CCP client. And whenever i hit the call button, the login and fill up amazon connect instance name pop up again Is this integration already deprecated?
Help with CRM IF function including a pick list value
Can anyone help me understand the error in the following formula: (${Leads.Home Size (SqFT)}*16)+(If(${Leads.Number of Structures}>1,5000,0))+(If(${Leads.Primary Water Source - Property}='well',7500,0))
Understanding different layouts in Zoho CRM
Hello, I have a question about the different layouts that are possible to create in the modules. Is it possible to create something like an "extended" layout with all available fields and a "reduced" layout with only the most important fields. But are
Meeting Cancellation feature on the Zoho CRM Android app
Hello all! Hope you are all safe and sound. We have all been in a situation where a meeting has been cancelled for numerous reasons. Let's be honest, cancelling a scheduled meeting is never an easy task and it requires a lot of formalities. However, it
crm mail: can i get a reminder if certain emails are not responded to?
how many times do we send out an email, only to lose track of something because it was not responded to? I don't want to have to go into multiple screens and manually create a follow up task for every email i send, and then manually check it off if i
Fetching a SINGLE contact record from Zoho CRM by email
I do know how to fetch a LIST of contacts from Zoho CRM using email (see https://www.zoho.com/deluge/help/crm/get-records.html). However, I wish to fetch just ONE record (our CRM never has duplicate email fields for contacts) and grab the ContactID for additional processing. The code I use to fetch the contact list by email is: contactList = zoho.crm.searchRecords("Contacts","(Email:equals:".concat(emailString).concat(")")); Note: the variable emailString is the email address passed into my deluge
Expenses showing when linked to potentials
Using Books and CRM, when I create an expense in Books and link it to the customer and potential, should i expect to see it when in CRM looking at the deal in the expense section below?
Link 3 Modules
Is it possible to link three modules? I have a module entitled "Cost Impacts." Cost impacts are funds secured from a customer for work completed outside the normal scope of work. IN the Cost Impacts Module, I have a lookup field linking the Cost Impact
Selenium and Javascript SDK
Hello, I would like to know if using Selenium (web app automation tool) with a javascript widget is possible. https://help.zwidgets.com/help/latest/index.html Thank you in advance, and I remain at your disposal! Kind regards, Ioannis Tsirovasilis
Kaizen #77 - Multi-select Lookup Fields in API V4
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss how to add data to multi-select lookup fields using the insert records API. Note that this support is available only from CRM API version 2.1 and up. We have
Between Dates update field
Hi, I have a series of dates ranging over the next 3 years within the contacts module, and have a picklist for each month for example April 2023, May 2023, June 2023, I can do a workflow for this, however it will mean I have a few in place as I can only
Problem while importing Deals
Hi, I am trying to import deal via data migration option. All the fields are mapped. But Acount ID field always shows up the error "Could not find a matching parent record for this lookup field" Account ID is being mapped to Existing Account Name. Am i doing anything wrong over here ?
Voice-based forecast analysis in Zoho CRM | Public Early Access 2023
Hello Everyone! We are happy to introduce you to yet another exciting update from Zoho CRM. This time, it's about the addition of a valuable dashboard component in Voice of the Customer called "Voice based forecast analysis" This feature is a sequel to
Email can't be sent using this address from CRM API
I am using the CRM send mail API https://www.zoho.com/crm/developer/docs/api/v2.1/send-mail.html. I am receiving this error: { "data": [ { "code": "INVALID_DATA", "details": { "api_name": "email", "json_path": "$.data[0].from.email" }, "message": "Email
Creating A New List
How do I create a New List and Sync it, this will include Prospects in Leads and some in Contacts & Deals. Also, how can I create a list that includes only specific targeted prospects in both Leads and Contacts? How to make sure that all new inquiries
Update on MultiLookUp field does not work using API
Hello, I found an issue with the Update Records method: https://www.zoho.com/crm/developer/docs/api/v2/update-records.html I copied the sample code (NodeJS Native) from the link I mentioned and added a MultiLookUp field to the configuration object, which
How do I Change the View Under Accounts for the Contacts
When in an account and you scroll down to contacts it shows the following fields on this screen, Contact Name, Email, Phone, Mobile and Fax Is it possible to change this? I'd like to remove Fax from this view and put the Contact's Title so when I scroll
Automate sending of Email with attachement(s) from a records File Upload field
I am trying to create a function that will search for pdf documents that are attached to records via file upload fields, then send an email with the document(s) attached to it. I've seen Anbu's response too this specific idea here, however I just cannot
I'm pissed as fuck
What the hell Zoho! Always the same goddam problem. It takes time because the simplest things just don't fucking work. Today it just took me 3 hours to complete and send a 1page privacy letter to a client. And you know what 99% of the document was already
Introducing enhanced analytics suggestions, powered by Zia
Dear All, Zoho CRM offers various types of analytics components for user dashboards, like charts, KPI, comparator, anomaly detector, cohort, target meter, and so on. We're excited to announce that you can now use Zia's advanced suggestions to build these
Revamped UI for Groups in CRM
Last modified on 19/04/2023: Revamped UI for groups is now available for all Zoho CRM users in all DCs. Learn more about this feature in our help docs: Create Groups Dear All, Creating groups in your organization helps you assign records easily, approve
Inventory templates - Hiding empty lines
Is there a way to modify inventory templated to hide empty address lines? We currently have our templates formatted with each address field on a separate line. In most cases one or more fields are blank which leaves blank line on the output template.
Integrate SharePoint list to create leads in Zoho CRM?
Hi Guys, Was just wondering if anyone knew a way to integrate a sharepoint list which is generated by someome submitting a form off microsoft forms. A form is submitted then is added to a list in sharepoint basically. Is there a way I can get these submissions
Do web forms in Zoho CRM capture the lead source? And what about automated emails?
Hi Team, This is my first question. I am yet to begin my free Zoho CRM pack. My question. My understanding is that I can use web forms on the website to capture leads. If leads come from facebook, will the form show the lead source as facebook. If leads come from Google organic search, will it also show the same? Notification emails > When forms are filled, can I customize the number of notification emails that would be sent? Is the above possible in the FREE version or do I have to take a subscription?
Problems with some email accounts
Hi, We have problems when we need send mails to some accounts. The emails are of valmesa.es domain. We send email to others accounts in this domain and works well. The problems only happens with some accounts: We think than when we send an email through
Email : incomming outlook MFA, outgoing Sendgrid, anyone succeed to connect?
Hi, We are using Outlook 365 for incomming server emails and using sendgrid as outgoing server. In zoho CRM email settings, when we use OTHER with IMAP, it turn indefinelty and the connection is never etablished. It's that way since MFA was implemented
Custom Function Argument Mapping Formatting Help
Howdy, I'm attempting to implement this custom function that checks for duplicates between the Leads and Contacts modules, using the email address. The code: relcont = zoho.crm.searchRecords("Contacts","(Email:equals:" + email + ")"); relcontsize = relcont.size();
Using BCC on "Send Email"
I'd like to auto populate the BCC field when selecting "Send Mail" from a contact record. Possible? I suspect not possible from reading older posts. If that feature isn't available can the Mail view have the BCC default to open? TIA
Custom Function During Blueprint Transition
I have some conditions for a deal to move from one stage to the next based on the status of related list items and some related Creator records. Right now I don't know a simple way to validate the statuses of these related items before allowing the transition.
Reschedule today's open calls to the next business day
Does someone has a Deluge script to reschedule the non-executed calls of today (at the end of the day) to the next business day ? The calls may be related to leads, potentials, contacts, ... it's just to be sure that those calls are replanned for the
Need a function to update a custom field in Deals upon deal creation based on custom field in associated Contact
Hello, I have a custom field in my deals module that is a single select dropdown list. I would like this field to be automatically upon new deal creation based on the value of a custom field in my Contacts module for the associated contact. Example: Contacts
Announcing Zoho CRM virtual classroom training 2023
Hello, everyone! Greetings from the Training and Certification team! Another great year, another great set of training schedules and goals ahead of us. We're excited to announce that we've started the virtual classroom sessions for the year and completed
API V2 searchRecordsByCriteria doesn't return all records
I've got an issue with results returned by api. I'm using php sdk atm. $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Lead_Type:equals:My Customer"); This returns only 7 records, when in Zoho UI I clearly see 8 records. Moreover, when I change the criteria to match that missing customer name $bulkAPIResponse = $zcrmModuleIns->searchRecordsByCriteria("Account_Name:equals:Dr Anakie"); I can get that record via api and I can see that specific field ["Lead_Type"]=> "My Customer" Can somebody
pulling record from zoho sheets with deluge, dates are getting malformed
I have an xlsx file i uploaded to drive, and am viewing in sheets. In sheets it shows the correct address format, in the US we us "M/D/YYYY" in this case it's "2/1/2023" I read in the records suing zoho.sheet.getRecords(resource_ID (of the file in workdrive)
Function seems to runs properly without an error but the function has not been executed
Hello, I do have an issue with a complex script. The script used to work without any problems but for some reason the function stopped working. The console says "Function successfully executed" but the function did not run (or there was an error but the
Client Script: Catch Newly Added Subform Items onSave
Hi. I'm having problems with client script and sales orders ordered items subform. I need to check each product for a specific flag, and I would like to do it when user save a new order or after modifying an exisitng one. I can't get newer added items:
workflow update field - How can I update a field by embedding another field's data?
hey i did a workflow to update field for exemple if module X created then update field X with Y(field in the same module) how i can put the the field Y in the update field worflow? with @/# maybe?
Next Page