Embedding a Zoho Survey question in Zoho CRM email template
Hello. Zoho Survey has an "inline email" option that outputs some HTML that, when pasted in an email, embeds a Zoho survey question in the email. https://help.zoho.com/portal/en/kb/survey/launch/inline-email/articles/inline-email The problem here is that,
Simplifying global interactions with cross-cultural services | Small Business Heroes E13
This episode of Small Business Heroes, a CustomersSpeak series, features an interview with Hatim Shetiah, Director at 7C Lingo. 7C Lingo started when the founder, Fathy Shetiah, took on a project of translating MEAP test in Michigan. Eventually, they
Custom function to create Sales Receipts (zoho Books) from CRM
Dear all, I would like to use custom function to create a Sales Receipts in Zoho Books from CRM. I can't find any documentation for parameter and any relevant API for it. Did someone have sample code? Thank you
Can I undo blueprint transitions?
We're using a blueprint to move deals through a pipeline. Now and then we make a mistake and move the item to fast to the next stage or to the wrong stage. Is there a way to undo blueprint transitions? (not building an undo transition for every stag
Tip#3: Smart Views to quickly enter the data in the records:
When sales reps are at customers' place and while entering the data into the CRM app, it is important to focus only on mandatory and system-defined fields to capture crucial info quickly and not take too much of the customers' time. With the Zoho CRM mobile app, sales reps can achieve this by enabling the 'Smart Views' feature within the CRM app settings. Using this feature the reps can enter, view, edit only the required data (important fields in the layout) within the record. To enable this
Ultra Wide Monitor Support
Hello, I have noticed that Zoho overall struggles with ultrawide monitors OR anything bigger than 1920X1080p. For example, when I am trying to look at a list of Contacts in Zoho CRM, if I open a contact and return to the list, it is only visible on half
Current user in blueprint widget
Hi, I have blueprint transition where I use a widget. After the successfull execution of the widget, I trigger the next state with a deluge function. In the after stage of this transition I have an another deluge function as a custom action. In this function
Uploading images to templates
Hi, recently I have experienced problems uploading images to templates, first of all images that are already uploaded show as an icon and when I try to upload images, the interface freezes and shows a loading text but it never uploads pictures.
Workflow rules
Which will override the workflow rules in ZOHO CRM?
Invalid Module Error when executing a function
Hi, I am writing a function which collects data from my custom module & uses this data to create a record in the "Invoices" module. I think i have written the function accurately enough. It is retrieving the information from my custom module but when
Last Name appears twice in lead in Zoho CRM
Hi, I'm using an email parser to extract information from my incoming leads. I have mapped the first and last name to the proper fields, but when the lead comes in, the last names appears twice. Which that each time we still have to manually edit the
Integration Zoho CRM with Qualtrics
Hi, Any plans to include Zoho CRM integration with Quatrics? I know about the plan to integrate it with Zoho Campaigns but CRM is essential too Thanks, Hasna
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Remove ability to add Attachments
I want to remove the ability for my users to add attachments to the CRM. We have a lot of classified protocols, and I don't want any user to have the ability to mistakenly attach a controlled document to anything within the CRM. Is there a way to turn
Delegating Tasks
I'm new to Zoho CRM. I'm in the process of creating recurring task lists for various clients, but I am finding that I can not delegate a task to an employee. Does this function exist in the enterprise ed of CRM? If so, where. Thank you!
Attach Zoho Workdrive folder to Deal using Deluge
Hi I can attach a new file to a Deal using deluge function: file1 = invokeurl [ url :"https://workdrive.zoho.com/api/v1/download/xxxyyyzzz" type :GET connection:"zoho_workdrive" ]; upload1 = zoho.crm.attachFile("Deals",deal_id,file1); where xxxyyyzzz
Kaizen #64 - External Fields and Records APIs
Hello everyone! Welcome back to another exciting post in the Kaizen series! In this post, we will talk about external fields in Zoho CRM and how they are used in Records APIs. What is an external field? While you integrate a third-party application, you
Function needed for a custom button that can close overdue activities in leads
Hello. I need a function for a custom button (List View - Mass Action Menu) that can close overdue activities in leads. I've tried this but the arguments are wrong apparently: Argument: leadId = Leads - lead Id Function: relactivities = zoho.crm.getRelatedRecords("Activities","Leads",leadId.toLong(),1);
Is there a way to display the selected topics from Zoho Campaigns in Zoho CRM
Hi, I was looking at a contact in Zoho CRM, and searching for the topics he/she selected in Zoho Campaigns. Is there a way to display them? How to solve this issue?
Associating all emails relevant to single customer, not just ones to or from contacts
Hello, I would really like to see all of my customer related email correspondence associated to this customer's record in ZOHO CRM, not just the emails I exchange with the customer's various contacts. Right now, if Joe is a contact for Company ACME, I would see all of my email correspondence with Joe under his contact record (using zoho mail). But if George is my associate and I want to see all and only my correspondence with George, regarding ACME , associated with the ACME company record. How
Link incoming email to contact or lead
Is it possible to open an email message that is received in Zoho CRM and then associate it to an another Lead, Contact, Vendor or other record? I do see that I can add a task directly from the "Messages" view. However, I do received emails from a contact, lead, or vendor that may be important to associate to another record. If possible, please explain how to accomplish this task. If this function is not available, I suggest that this be added as a feature.
CRM Calendar to Personal Calendar - Sync Recurring Items
Recently I became aware that adding recurring items to our CRM calendar and selecting options to additionally add those items to a ZohoOne "mail" calendar or "shared" calendar or "personal" calendar, only adds the first occurrence of the recurring item
Delete CRM Portal
How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete
Product Module - Related Purchase Orders
Hi, I find the Related Lists to be really handy, and Zoho does a pretty fair job of showing related information in most modules. However, something that exists in all other programs i have used in the past (POS, Accounting Etc) is a history of purchases
Link field from Module1 into Module2
Under my Accounts Module we track Marketing ROI revenue attribution rates. Basically any new account brought in by Marketing gets 100% of revenue attributed to their revenue in their ROI calculation in Year 1 of that customer, and in year 2 they get 33%
Cloning a Lead within the same module does not Clone Attachments, Notes, and Open Activities
Hi, Cloning a lead within the same module and from one module to the next module does not clone Attachments, Notes, and Open Activities. Is there any way we can automatically do that? Also if it's not built in within the system. Can it be custom Scripted?
[Early Access] Circuits in Zoho CRM - Orchestrate Functions in Zoho CRM
Early Access Interest form Resources Help Documentation Feature availability Currently supported for CRM accounts in US Data Centers Editions CRM Enterprise & Ultimate, CRMPlus, Zoho One Default credits added 15,000/Month - Enterprise | 20,000/Month
Zapier New/Update Module Entry Sends Duplicate Webhooks
I have an integration of Zoho with Zapier using the New/Updated Module Entry Trigger. Every time the trigger launches it creates two duplicate Zaps. I spoke to Zapier and they told me it is a know issue and it is on Zoho side. The Zoho API is triggering
How can I link three different multi-response fields in the CRM?
Context: I am in a not-for-profit and have adapted the CRM for our needs (needs further refinement). We offer a knowledge mobilization support and consultation service for researchers. This service includes multiple options for the research team to choose
Deluge Code to Convert Quotes to Sales Order
Hello community, I need a Deluge code to convert (not create a new one, but convert) a Quote to Sales Order. I want to use Workflows, so when Quote hits a stage Accepted it will run and convert Sales Order. I would be extremely grateful if you can also
Background Color Themes in Zoho CRM
Hello, I am aware that I can change the background color by using the following path: Click Setup > Personal Settings > Theme. However, I can only seem to change the background color too: Default, Gray or White. Is there any possible way I am able to
Contact changes companies
What do Zoho users typically do when a contact working for company A leaves the company and goes to work for company B? 1) Create a new contact for company B and keep the contact record for company A? 2) Create a new contact for company B and delete the contact for company A? 3) Other option? Currently, I use option 1 and when I search for the contact name it comes up twice and I'm not sure if I'm being directed to company A or B until the account record opens.
Favorite Save locations
When I save a document that I create in Zoho, I can save it to a cloud drive service, like Google Drive which is great. However, the location I save my files to is about 6 folder levels deep and every time I want to save a document " Save to other drive"
Disappearing emails - Reply not working
Hi, I am having an issue with zoho when responding to emails on profiles and the email doesn't open or disappears when clicking "reply". The email also does not open in drafts as I checked this. This randomly happens on profiles, and if I reload the page
Alert message inside custom function
how I can show an alert inside the custom function or popup notification? when I use alert inside the custom function it shows this error. Any solution on how can display alert messages related to a custom function on the record page?
Formula - Return Text
Below is an image of a cutout from my 'Deals' Module of some of the data we capture. I want to know if there is a way to insert a formula to automatically drive the "Submission Status" field. Right now it is a drop down with three options, which are "On
I want to specify the creator of Deals in the API or PHP SDK.
Hello! I have a question regarding Deals in CRM. When creating Deals from the API or PHP SDK, the Deals are created in the name of the person who issued the refresh token. Is it possible to specify the ID of the creator so that it is not the person who
Webhook trigger in Flow not triggering Workflow rules in CRM
Hi all, let's see if anyone can help. I created a Flow (details below) whose trigger is a webhook. That webhook is pasted to all Elementor web forms in our Website (Wordpress) . The leads get created with no problem in CRM after every submission but they
Zoho CRM calendar not syncing in Outlook
Hello, We have a couple of users (2 out of 59) that their "Zoho CRM Calendar" in Outlook is no longer syncing with "Zoho CRM calendar" in the CRM. In short they added their Zoho CRM celendar to Outlook where they can add an event but it's not showing
Auto Number field dependency
Hi Zoho! Is there a way to map an Auto Number field. I did this with text and number fields but now, when converting Quote to Invoice, I need to copy Quote number (Auto Number field) to Invoice. I tried creating a new integer and text fields in Invoices
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