Attache email to potential
I would like to aatache an email to one of my potential deals. I have setup the mail add-on and the mail account I figured out how to attache the email to a lead or contact but I don't know how to attache it to an exsiting potential? how to attache it to a new potential? Is there any way the crm track the emails related to the potential and keep record about the correspondence automatically when I send/receive more emails related to this potential? I usually corresponde with the same customer on
Creating training material outputs for processes from Blueprints !
We are huge fans of Zoho CRM and in particular BluePrints which for companies within the Financial sector are superb for ensuring process is well defined and integrated into CRM transactions. The challenge we have is that we have no way of quickly generating
Create Zoho Books Estimate entry on button click from Zoho CRM Deals module
Namaskaram everyone, Please click here to see our detailed steps to create Zoho Books Estimate entry on button click from Zoho CRM Deals module. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects
ZohoCRM tracking prospects visit to website
Hello New to ZohoCRM, was previously using Hubspot and they have a feature that if one of your emailed contacts visit your website (via website tracking), in their Contacts page, you were able to see that person's visit to your website (last visit date,
Import fail
Hi team, I'm trying to upload a set of leads into Zoho but the system keeps on giving me the below error. Note that I have already changed the format and all columns and rows have data. Some of the fields you have selected do not have correctly chosen
Update a deals blueprint stage based on Books estimate status
Essentially I am trying to change the deal blueprint stage whenever the associated estimate for the deal is changed to accepted. I got this setup in Flow but responded with 'Stage cannot be updated as it is in blueprint'. Does anyone have any ideas on
Kaizen #72 - Portal #APIs [Part I]
Welcome back to another week of Kaizen everyone! This week, we will be discussing the Portals API in Zoho CRM. What are Portals in Zoho CRM? Portals in Zoho CRM allow businesses to extend access to their CRM to external stakeholders, such as customers,
Custom Button to create a new module entry for the same account
HI, from the Deals module i'm trying to create a new module entry into a custom module called "production" This would have the same account and contact details as the deal while also linking back to the deal. I have been referring to them as jobs, and
Scopes for endpoints
Hi can i know the scope for this endpoint https://www.zohoapis.com/crm/v2/Emails?
How to use button to mass/bulk update field values in picklists
Hello, I want to create a button with a function that will mass/bulk update field values in picklists. So I created this function… mp = Map(); mp.put("Name_Of_Picklist1","NEWVALUE1"); mp.put("Name_Of_Picklist2","NEWVALUE2"); update = zoho.crm.updateRecord("Contacts",contactID,mp);
Custom Report for Mass Email Blast
I'm trying to create report that I can run that shows the number of open emails and bounce emails by State. Can someone help or develop the report for me?
Picklist History Information in Templates
Hello, Is it possible to pull data from a picklist history tracker and put it into an email template. For example, in the Campaigns module: ${Campaigns.Phase} would be the picklist. The API for the picklist history is "Phase_History" and the field I'm
Locate Map button is gone forever
The other day I was re-arranging our Leads module setup in CRM, and I removed the Section "Address Information" so I could move the address fields into another section. Then I noticed that the button for Locate Map, which just takes you to Google Maps on that location, disappeared. I have now spoken to 2 support reps, and both have told me that because I removed that section (just a section separator, no actual fields) that button is now gone forever and there is no possible way to get it back. This
Recurring events in Zoho CRM need urgent work
We use Google GSuite and Zoho, with a sync between the two's calendars. There are two serious oversights in the Zoho CRM calendar: 1. If you set an event as having an online meeting (Zoho Meetings), it is then impossible to set it as a recurrent event.
Create or Update Data in Multilookup by Deluge Zoho CRM
Hello Team, if you want to update and create a record's Multi lookup Field by deluge, When you using a Multi lookup then Create a Cross Module Like this. Take Course Multi Lookup in Student then create cross Module. Now a New Module will be create inside
Changing the module for email templates ('Leads' ► 'Contacts')
How can you copy an email template and change the module to which it applies? I have created a few email templates for 'Leads' which I would like to copy (and edit) and use for 'Contacts'. After searching and fiddling around for a long time I can't find
Workflow to trigger function
Hi, I setup a workflow to trigger a function when record has been created. If I create record manually.workflow work correctly. But When I create record by functions.workflow can't trigger function. Is it true or I miss something?
Email templates more fields from related lists
When we create email templates we would like to see all fields from related objects e.g. creating and opportunity template we would like to be able to choose from any field from a contact or account related to that opportunity. BTW when you give us the
can I talk or chat with somebody for support?
I need support for configuration by telephone or chatm do you have?
I keep getting asked to log in
I use Chrome as my platform. Every day I log into Chrome and it asks me to verify. I have no problem with that. I then log into ZOHO and it asks me for my email, 2FA and then asks me if I want to trust the platform and if I say yes then I will not be
Can i Select custom related list records while creating Templates for Potentials (Deals)?
Can i Select custom related list records while creating Templates for Potentials (Deals)?
WON report
Is there a way to run a report of Accounts I've Won deals with in the free version?
Import breaks Zoho Blueprint
Hi, We are an extensive user of Zoho Blueprint, which we find as a brilliant capabilty. Yet any record touched by an Import, whether newly created or updated, causes the Blueprint transition for the record (eg Lead) to dissappear. Only when the recocrd
Recording Meetings in Different Time Zone
Hi everybody! I saw quite a lot of times that people are asking Zoho to have this functionality to record a meeting in a different time zone. While they did say they will forward this to the development team, we all know too well what that means. *wink2
Associate Zoho Project with Deal that is in a specific stage?
Hi there, When a deal hits a certain stage, I'd like to associate it with an pre-exisiting zoho project? I am using blueprints. Using a custom function and deluge, how could I do this? I was thinking that the easiest option would be the modify the pre-made
Is it possible to add a button that triggers a function or workflow in Zoho CRM?
Hello, I am looking for a way to add twi buttons in the contacts section (contact list). First button The first button should do a custom search (like the same you do with the custom filters in the left sidebar). But it has to be a button that searches
Notification of Approval Requests
In the approval process, the standard email notifications are not being sent to the account that received the approval request. Also, I cannot customize the text of the email. Therefore, please tell us how to notify the approver that the approval request
Quote line items: "Description value exceeds maximum length"
When adding line items to a quote, we have started getting a "Description value exceeds the maximum length" on descriptions as short as 64 lines and 2330 characters. Has this restriction recently come into place? We've been using Zoho for a year and we
Secondary email to be default or CC in mass emails when primary is blank
The ability to be able to email to a secondary email address has become more important this past year. It would be helpful if you could have the email default to the secondary if the primary email is blank or have it automatically CC the secondary email.
Having Real Difficulty with Adwords Attribution
I have followed the steps outlined here and authenticated my google adwords account. https://www.zoho.com/crm/help/google-adwords/configure.html?src=product#Hidden_Element. I've set a conversion to be Lead/Contact is created. I have auto tagging enabled. Im having real trouble with the Step 5, Tracking. I've requested multiple demo's using the "request a demo" button, but have not had anyone from Zoho contact me at the booked time. I've added the tracking code to all web pages in wordpress. This
I'm getting incomprehensible strings when fetching API endpoints
I'm getting the response as follows, just a bunch of unknown characters. Payload is custom, everything inside payload is just the raw API return. I'm getting this with all endpoints except for the Leads endpoint. I'm using API V3. This specific return
Zoho CRM
Hi, Is there a parameter that can filter out user ids of Emails in the Contact Module? ex: Ex: https://www.zohoapis.com/crm/v2/contacts/5553499000000512044/Emails
How to make it to display stage specific note field for each stage within pipeline in CRM
Hi, Please refer to attachment for example For example, I had a pipeline with 4 stages. I had also created 4 new fields for user to input the note for each stage. In Kanban view, how to make it to display note for the specific stage only ? From the attached
Can't access custom Field in Ordered Products subform on Purchase Order record
Does anyone know why we can't access any custom field in the Ordered Products Subform via their API name in a Deluge Script? We can do it on invoices, quotes, and sales orders. Why not Purchase Orders?
Invalid module
I am writing COQL query on LinkingModule2 table. The query is , SELECT Products_Name FROM LinkingModule2 WHERE Id != '' When I execute it, I am getting error as, {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"}
Kaizen #26 - Linking module and Multi-select Lookup fields
Hello everyone! Welcome to another post in the Kaizen series! This week, we will discuss how to add/delete values to a multi-select lookup field through linking modules via API and achieve many-to-many relationships. Your data in CRM are often inter-related. For example, you may want to associate an account with contact. You can easily achieve this through a lookup field in the Contacts module that looks up to an account in the Accounts module. As you can see, this is a one-to-many relationship.
No permission to execute Function (with all permissions)
I've been getting the same error after executing a function, which updates the currency exchange value on Company Details via restAPI. The error is the following: {"code":"NO_PERMISSION","details":{},"message":"permission denied","status":"error"} Since
Deluge script not working for validating a single line field
Good day, I have created a function to validate a field in the contacts module. However, it doesn’t seem to be working and I can not find the reason. In South Africa, our unique identification number is a ID Number. I am using that as the unique identifier
Looking for assistance
Is there any Zoho experts in Calgary that could work with our small firm to implement this CRM? We've been stuck in the dark ages with Goldmine and would like to have a expert guide us through the change. Regard Ken
Community Digest - January 2023
Good day, People! Make room for the January 2023 Digest. Here is a round-up of all the discussions and announcements that took place in the previous month as we begin this new year. Announcements: Have you seen Zoho CRM's user interface updated with Puvi
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