Share contacts from Zoho to all Exchange users with outlook
My goal is to make a global contact book with all of our customer's information that can be pulled up in outlook. Can this be done? --Chris Batchelor-- cbatchelor@cbctechnical.com
Is there any way to trigger workflow whenever user add a Note in CRM
I want to trigger a workflow whenever user add Note in the related list.
Can I have a custom "USER" field created in "Contacts" to be selected in a Deal Blueprint Transition
I have created a custom user field in the Contact module which I would like to be captured by a Deal Blueprint. However, the user fields do not show when adding transition fields in the deal blueprint. Is this possible?
Mail Merge fails on the email stage with error code 1003 when called via API
I am trying to create an automated Mail Merge that executes when a specific field in a Zoho CRM record is updated. The mail merge attaches the merged All goes well until it reaches the email stage and gives me an error 1003 on the progress page. The file
Can CRM Blueprint Transitions force a manual email like Zoho Desk can?
I want to force my employees to send a email in order to proceed to the next stage of a blueprint via transitions. The mail can not be automated as it requires manual intervention. Thanks
Automatically create a deal
Hello, I would like a help how to create a new Deal automatically when a new account is created. In my company process as soon as a new software trial is applied a new account is created. So we do not manage so much the lead module. Please help me because I have already researched and I did not find any way to solve it. Thanks PC
Fetching Sub Folder with Deluge
I have written some script in Deluge to fetch a folder dynamically via a custom module, then save a merge file in the folder from the deals module. I have that running perfectly now. The problem is I actually want to save the file two levels deeper in
Focus Group webinars - Emails in Zoho CRM
Emails in Zoho CRM always go hand-in-hand with sales processes. From sending basic emails to a lead, to setting up entire mass email campaigns through Zoho CRM's integration with Campaigns, you can do it from a single space rather than having to switch
Update 1 field on all Accounts on an hourly basis
I have a field in accounts, relabeled as "Docks", that I would like to automatically update for every record in "Docks" every hour. The field, "Current Lake Level", is then is a part of 2 formula fields also in "Docks" that show how soon a dock adjustment
"Puvi" is here for Zoho CRM
Dear All, We hope you're doing well! We're here with an exciting UI enhancement to Zoho CRM's typography. Let's dive right in! Puvi is a homegrown font type developed by Zoho a couple of years ago. "Puvi" (புவி) is a word from an Indian language—Tamil—that
How to trigger Webhook when record has changed?
Hello, I am trying to send a webhook when certain fields in a contact have changed. I know that I can send a webhook with a workflow rule. However, the number of fields in a contact that should trigger this workflow rule exceeds the maximum number of
I get an error "required field not found" .
"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Last_Name"},"message":"required field not found" I am getting such an error. The error also states that the Last Name field is empty, but I'm not sending an empty value. This is how I send it.I don't
Twice a month backup in fact may not work, and you will never know
Zoho CRM data backup can be configured for "Twice a month". As a user, you expect that your important data is backup twice a month. In fact NO. Zoho will execute your backup every two weeks BUT if a certain month you are unfortunate to have a third backup,
Creating a meeting in a different timezone
Hello. I'm about to give up with a serious problem I have with Zoho, but I thought I would ask one more time. The problem is related to timezones and the fact that datetime fields in Zoho have an implied timezone, that of the user, and there is no way
Logging calls an other types of activities in Zoho CRM
Hi, I have a couple of questions related to the "activities" section (appearing at the lead, contact and potential level) of Zoho CRM: - Why when logging calls from the potential detail screen they don't appear in the same screen's "Closed Activities",
How to log customer visits in CRM
Hi all, Our Business requires us to visit contacts / customers at their office regularly, to get purchase order from them. The orders are usually yearly, but we have to chase them regularly through out the year. I wanted to know: 1) How can we record in the CRM, each time our Sales Executive has visited the customer / prospect and the discussions he has had with them. 2) How can we schedule his next visit / Call 3) How can we run report to show customers not visited in last x no. of days 4) How
Data migration
I want to move my crm from salesforce to zoho and i wanted to import emails data and chats from salesforce to zoho CRM. is there any way i can do this
Adding Multi-Lookup references in Deluge
How do I assign new multi-Lookup references using Deluge? I have a multi-lookup field in Deals that looks up multiple Accounts (which I've renamed as Entities). I need to be able to assign multiple Entities to a deal in a via Deluge, but I cannot find
Series of dates
Hi Im looking at setting up a series of dates to be inputted into a subform. essentially I will have a start date, total months and a payment amount e.g 01/02/2023 12 months and £35.00 I would like to automate this series of dates and have them listed
Phenomenon of no longer receiving emails during the approval process
Thank you for your assistance. When an applicant made a request for approval, he/she used to receive an email like the one in the attached image to the account assigned to the approver in the approval process. However, we stopped receiving that email
workflow does not trigger
Hi, I have a workflow that creates some activities if the status, ("Huidige Status"), is set to "1. Actief". When I manualy change the status to 1. Actief the workflow does get triggered, but now I am writing a function that should change the status to
Assign Contact to Custom Module Entry
Hey ;) I want to assign a contact automatically to our custom module. The entry in the custom module will be created through a woocommerce order. This is working fine... But after the new entry is created, I want to assign the contact name based on the
Sending Lead Automatic Email After Lead Status Changed
Is there a way to automatically send an email to a lead after their lead status has been updated?
SMS integration into ZohoCRM
I have been using SMS-Magic for the past year, but in the recent 6 weeks it has become unreliable. I am getting many SMSs that fail delivery. What SMS integration service are you using from within ZohoCRM?
Accessing Stage History in CRM Analytics
I'm looking to figure out the activity or change in Stage for each Potential on a daily/monthly basis. I can see that Stage History is being captured. How do I access this in a report or in CRM Analytics?
Tracking customer purchase history
Here's my situation: I sell courses and coaching. I have a mix of business clients and private individual clients. I sell my products at different price points depending on whether there's a launch discount, whether they're part of a bundle, or simply
Reports can now be filtered using dynamic criteria values
Dear All, Greetings! We are here with a quick and a useful update to the new reports feature in Zoho CRM. As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the
CRM feeds show at mentions
Hi, can you please add a UI improvement so we can filter to see (at) mentions in the CRM feeds? So much noise in a modern crm, need to be able to find what colleagues are talking to me. Did a mockup for you in the photo, simple UI adjustment that saves
Validation to ensure certain Account Fields are populated when Deal Stage changes
Like in most Sales cycles, certain key account information comes in only during the latter stage of the deal. Some of these attributes are associated with an Account, not a Deal. How do I get Zoho to mandate filling up this information at an Account level
"Reason for loss" no longer appearing in CRM
Hello, When moving the Deal from any stage to a Closed Lost stage, we used to get "Reason for Loss" field in verify details. However, it no longer appears when I try to move the Deal to Closed Lost. How can I bring the "Reason for Loss" field back?
Noreply@zoho.com email on templates
Why when I set up an email template on zoho does the email come from noreply@zoho and not my email address?
Using Zoho CRM function to upload files to Google Drive folder
Hi, I am looking for a way to automatically upload files (Attachments in modules) from ZCRM records to a specified Google Drive folder. Is this possible using the functions in Zoho CRM?
API to add and read attachments?
I'm writing an application that works with Zoho CRM. I'd like to be able to query for the attachments on a Potential, and then be able to query for the attachment files to get at the bytes of the files. I'd also like add attachments to a Potential via the API. Is this possible? I believe such a call to query attachments would be something like: https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?newFormat=1&apikey=<my api key>&ticket=<my ticket>&parentModule=Potentials&id=<my potential
Get all Quotes that include a certain Product as a line item
Being able to see a list of the quotes that have been sent for a specific product is very important to some sales teams. Is it possible to get a list of all Quotes that include a certain Product (ie. Product ID) as a line item? This is not possible using
Managing attachment permissions
I couldn't find how to give different permissions to each profile relevant to the attachments. There should be a way to allow a profile to view an attachment and another one should not. How could I do that? Tx in advance Stefano
proper order of CRM
Where do I start?
Zoho CRM API's Flow
Hi team, We are working on a integration using Zoho CRM api's for that we have the following query; There are three type of url's associated with Zoho CRM accounts: CRM view : crm.zoho.com Oauth account: accounts.zoho.com Api Url: zohoapis.com So, Is
Custom Functions - Subform - Create Record
Hi, I am using the code below to create an invoice within the deal record, this works, however I would like for it to take the data from a subform, and this is something I am struggling with, can anyone help? My subform is within the deals module and
Copy custom field from Customer module to sales order module
Hi, In Customer records we register if the customer has a fixed discount agreement. We need to copy this field to the sales order, when the sales order is created and the customer is slected. So, if we select the customer in the sales order, and the address
import & update accounts not working
The import/update of accounts is not working. I have tried a csv and an Excel file format. The columns are mapped properly. Using Account ID for lookup I do not get any errors. But the fields are not being updated.
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