Email Analytics: What is Total Records?
What is "Total Records" in the email analytics reports? For example, this help file defines Opened as emails that have been seen, and opened by the recipients. If you add up all the rows in the report, that is equal to the "total records" but what does
How do I subtract dates and times?
I have two dates - one is a start date and time, the other is an end date and time. I want to subtract one from the other so that I get the time difference between the two. I cannot work out how to do that...! Any ideas?
Reseller Program
Hello. I hope all is well. I have been waiting for a over a month now for someone to contact me regarding your reseller program. I did receive an email from Gary, but he is yet to return any of my messages. Last Saturday I had the distinct pleasure of hearing Raju talk about Zoho on a radio program. I am even more excited about Zoho now. I had wanted to talk about Zoho on my BlogTalkRadio program tomorrow evening, but can not endorse Zoho until I have a reseller agreement. Any chance of getting
Extension Pointers - Simple yet significant pointers #9: Module visibility
Controlling the visibility of custom modules in an extension The Zoho Developer Console allows you to create custom modules via an extension that will be integrated into the user's Zoho CRM account. Along with this support, the platform allows the developer
Get records CRM API, when we use If-Modified-Since, does zoho cache the records for the whole request ?
Hi, If we use If-Modified-Since in get records API, does zoho cache all the records page wise which are in the result ? If we modify any records belonging to the result of the api call with If-Modified-Since, does it affect the iteration ? , does it change
How do I update a record containing a Multiselect pick list with multiple values?
Hey API'ers, I need some help in setting multiple values in a pick list through the API. As an example, I have a contact record, and one of the fields is the Multiselect pick list Favorite Color. Normally if John Doe just liked silver I'd update it like
Reassign leads, contacts, accounts and deals from a deactivated user
Hello there! Is there an easy way to reassign all of that from a deactivated account to a new one? I was trying to make a Change owner procedure, but because the account is deactivated I can´t find the information. Thanks!
Make Campaign Module Work in Zoho CRM
Hi, I am trying to figure out my use case for the Campaign module in CRM and I'm a bit lost on a few things. My use case is pretty traditional: - loaded prospects as "Leads" in CRM - Perform Telemarketing, send brochure via email, reach decision maker,
zoho.crm._getRecords() in Zoho CRM
I've requirement as below,\ My Custom modules Names: Product Master, Jobs, Cost Center(like Product line items), Accounts Products. I've 50 products in Product Master module So Whenever an Account is created in the Accounts, then in Accounts Products
is there a good place to find a developer/consultant to customize my Zoho CRM GUI?
I'm looking for help in customizing the Zoho CRM GUI (for myself). I believe most of the changes I want are available out of the box but I dont have the bandwidth/desire to learn the different customizations of the modules and fields and carry it out
Coming Soon: CX Workshops - 2023 across USA and Canada
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Cancelling mass email
Hello, About the emails sent with Zoho CRM is there any way to filter by subject and then to cancel them all together? Thanks Marco
Best way to make a printable marketing flyer?
I know that I can do a mail-merge into Writer, but the creative options there are a bit limited. Is there any other option in the Zoho system where I can pull data from the CRM and insert that into a nice flyer? I will need image and text options in the
Can I track any email sent to an existing customer?
Can Zoho Mail/CRM capture and store any email sent to customers? Hi here, I am planing on using both Shopify and Zoho One (campaigns, mail, CRM, etc) and some Shopify apps will fire emails to customers (that exist in both Shopify and Zoho) as part of
Mass Transfer Deals from Company A to Company B
Hi, Is there a method where you can mass transfer deals from Company/Account A to Company B? (companies/leads, not Zoho user accounts) I know we will be able to do that by editing each of the deals, but I would like to know if there is a method to mass
Zoho CRM Interface Display Issues
I cannot get the CRM interface to look usable. For some reason, all modules seem to be compacting the labels into extremely small vertical areas, making the forms nearly unusable. I've tried modifying the modules and testing different screen resolutions
redirect after submit a zoho creator form through a related list in CRM
Hi, we have achieved to display a zoho creator form in a related list of CRM. But on submit of this form we need to redirect the page displayed in the widget. After click submit we need to go to another published form. Is posible to suscribe to the event
Changing the "from" name
Hello, I have connected my gmail through the IMAP integration like so (this is a google workspace/gsuite email) - And when trying to send an email to lead, for some reason 'tomajx' appears as the senders name (it is the name of the gmail I am registered
Send an automatic email to newly added contacts in a deal.
Hello, I've been trying to create a workflow role which is suppose to send an email to a contact whenever a contact is added to a deal via "Contact Role" list. However, I've noticed there's no trigger to when a contact role is added to a deal. Moreover,
SMS campaigns in zoho crm
Hello, is possible add a sms campaign in zoho crm?
Related Records Action
My users are smitten with this filter. How best to locate the actual Related Record which caused this filter to "locate" it?
Mass Email Schedule Send is not available on Standard?!
I tried to set a schedule for mass email, but no option appeared. Is the schedule send feature only for ENTERPRISE or ULTIMATE plan???
Customizing auto-built "Contact Name"/"Display Name"/"Full Name" field in a Contact
In various places in the CRM a Contact's name can be viewed as an automatically-created, concatenated single field called Contact Name (for instance at the top of a Contact page, and under Contact Details), Display Name (in Settings), or Full Name (I
How can i send an email with the edited fields from a Closed Won Deal?
I already have a workflow rule set to send an email whenever someone in my organization edits a Closed Won Deal. But the email contains only the deal that has been edited, not which fields that were update. Is there a way that i can add the edited fields
Need help writing custom code for a button in ZOHO CRM. Looking for a email opt out button.
I need assistance with creating a button in which I can select a contact and have it opt out of email automations/campaigns. The email opt out field is a boolean. If someone could help me write the code for the contacts module, that would be greatly
How to get Zoho CRM parameters in an external url hosted widget?
I am trying to pass lead phone number to my widget which is hosted externally on my server url. Cannot find any solution.
Marking an EVENT as closed
Is there a way of marking an Event as closed once the meeting has been attended?
Call zoho creator form URL with in zoho CRM
Hi, I’m trying to access a zoho creator form through CRM. We already access the zoho creator report which contains all the records using: https://crm.zoho.com/crm/org772677320/tab/CustomTab1 but we need to access an specific record, we could accomplish
Kaizen #66 - Contact Roles #API
Hi everyone! Welcome to another Kaizen week!! This week, we will be discussing the Contact Roles APIs in Zoho CRM. What are Contact Roles in Zoho CRM? The Contact Roles related list is a powerful feature in Zoho CRM that allows you to define the role
Price Book customization for pricing model not based on discount
Hi, I'm having trouble customizing the Price Book module. #1 First, in Setup > Customization > Layouts > Price Books, the field "Pricing Model" is not customizable. The existing values to pick appear as "Par tranche" and "Par palier" which is in French
Zoho CRM API to Oower BI custom connector
Hello everyone, I've been struggling with this for a few days now , I hope I can get some help here. I want to create a custom connector for Power BI that imports data from Zoho CRM. Te OAuth 2.0 part of the code is working properly. The connector connects
"Contact [field as lookup] cannot be deleted as it is used to filter records in portals"
see video https://workdrive.zohoexternal.com/external/a6e45cbfddf401740dc72cb65316f7bff24d2637df7f9f31ea872359632f3597
BCC Workflow Rules Email Notfications
Does anyone else find it painful not having the ability to add a BCC to workflow rules email notifications? You can only have "To" as an option with multiple email addresses but not a BCC. We use Trustpilot for reviews and need to BCC them on automated
Recieved Emails NOt Showing Up in Contacts/Leads etc
This must be something i'm doing but its bamboozled me. I have setup the mail addon. I can click the MAIL tab and the emails all show up great (i am getting them POP style from gmail). However, when I go into the relevent "contact" the emails are not
Copying fields
Hello, I know this has been asked many times, but I can't seem to figure it out. Trying to copy info between two modules using deluge script. I'm very new to this, so apologies if I am missing something obvious. I have a "products" module, which I would
How can I programmatically add an email lead to CRM?
In my app, I want to have a checkbox for gdpr consent when users create an account. If they check the box, I want to then have my app add the user's email to Zoho CRM. How can I do this? All I found was an OAUTH flow that gives my app access to the CRM,
Kaizen #65 - Features of Client Script in Zoho CRM
Welcome back to another exciting Kaizen post! In this week's post let us see the key features of Client Script in Zoho CRM. 1. Get instant response 2. Developer-friendly Client Script IDE A. Code Editor B. Review C. Revision D. Run 3. Available for multiple
CRM: Associate emails with a record in Outlook
We have introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Plug-in. When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking on it you can associate the email with the record that will be displayed in the related list in CRM. An email can be associated with only one record at a time. However, a record can have multiple emails associated with it: from the same or different email
How can we copy/clone a custom module?
I have a question from my client if it is possible to clone a custom module like "Car Offers" with the exact same fields. They would like to have custom modules like Moto Offers, Boat Offers etc. The logic of using Layouts under one module does not work
Support for inventory template programming logic?
Dear Zoho CRM Team, Just an idea... It would be nice to use a invoice aka inventory template with logic associated with it, written with in the templates. If this is possible now please advise. Otherwise, it would be nice to be able to do the following
Next Page