Attachments when Converting from Leads
When I convert from leads to deals there is a question: Where would you like to move the attachments to? Then it gives me a list of Contacts, Accounts, Deals. Is there a way that I can choose more than one of those? I need to attach them to all 3. Thank
Compose Email is giving an error message
The compose email feature in the CRM contacts module is giving me an error after I change the 'from address' to a different email other than the user's primary email. The error message: { "code": "INTERNAL_ERROR", "details": {}, "message":
API Docs Out of Date, link does not exist
Trying to follow this process here: https://www.zoho.com/invoice/api/v3/oauth/#overview Under "Method 2" it gives this URL: https://accounts.zoho.com/developerconsole does not exist, it just fowards me to https://api-console.zoho.com/ What is the correct
Crm leads search
I want to search leads which exact to the My text Like state name is West Bengal v/s West bengal there is difference in bengal where b is small and another B is capital letter. When i trying to search West bengal it shows all data which includes
How to stop duplicate Leads
Hi I can see on fields a way to stop duplicate emails, but this only works on records within the same module. Is there a way the record owner could get an alert if they create a Lead but that email address already exists in Contacts? Ta
Zoho CRM Web Personalisation
Hi, I'm investigating the feasibility of implementing web personalisation using zoho CRM. The goal is to present the visitor different content (for example a different header menu) based on data found in the lead's CRM record. A possible workflow would
Button to record a call
Hi Currently evaluating Zoho against a few other CRMs. One we would like to do is have the ability to record the fact that a call has taken place with a Contact within an Account. Jumping through the Add Call is a chore. I see we can have buttons but
Create # of records to match number in a field, i.e if Qty = 3 create 3 records
I'm writing some code which creates records in a custom module from a subform. Currently the code creates 1 record per entry in the subform. What I want to do is take the quantity from the line in the subform and create that number of records. I.E If
Zoho CRM Approval Process based on Field Update
Hello, In current structure, Zoho CRM send records to approval based on record creation and edit. I think, it should be to set approval process trigger based on any field update in record. When the user update any field, the record can assign to approval
Client Search Failing
I search for a client by name in the CRM using the magnifying glass in ten top right of the screen. It appears at #14 in the list? Why is it not ranked #1? Very frustrating!!!
Integrating Oracle ERP into ZOHO CRM.
Can we integrate ZOHO CRM with ORACLE ERP.
Client Script - Carriage Return/New Line
let message = "You entered:\ntest\ntest"; ZDK.Client.showConfirmation( message,'✅ Yes', '❌ No'); The above confirmation displays: You entered:testtest but I need for it to display You entered: test test For some reason the \n does not return a new line.
Kaizen #61 - Composite API
Hello everyone! Have you ever wanted to make different API calls in a single request? Save up on some API credits while still fulfilling your business case? Reduce the round-trip time of a request? We have got you! The Composite API does it all! What
Generating Grant Token Documentation says 'state' param should be returned, but not is returned
Trying to follow this documentation: https://www.zoho.com/invoice/api/v3/oauth/#overview Under the heading "Step 2: Generating Grant Token" it says: "Upon clicking “Accept”, Zoho will redirect to the given redirect_uri with code and state param. " But
How to get leads without any open activities?
Hi guys, We're breaking our heads here... We want to make a report that selects all leads without any open activities. So please note that we need the leads: - with no activities at all - with only closed activities Thanks in advance!
Trigger workflow when lead converted
Hey guys! I would like to create a record on a custom module based in some information stored on lead record. Is there anyway to trigger a workflow when lead converted or should I create a custom lead converting function in order to make it happen? Tks
Convert Contacts back to leads
Is it possible to change existing contacts back to leads?
Pick List Bulk Option - from predefined choices
When I am editing a pick list properties there is an option under "add options in bulk" to import from "Predefined Choices". I see four or five predefined choices (e.g. Days of the week, time zones, etc) How do I add my own predefined choices to this
IP Address Block List
We have repeatedly had to diagnose and open up addresses on our firewall to supply access to mail integration in CRM. This is becoming a weekly occurrence and causing frustration with users. Can you please publish the entire block of IP addresses we should white-list?
How to Get more than 200 records using COQL Query API
Hey, There is limitation with COQL query API that returns 200 records in a single API call. How can i get more than 200 records with COQL. Thanks
Global Search is Broken
Global Search is broken because of several reasons: 1. Global search does not sort results by relevant order a. If searched words "apple orange kiwi" results display any results containing all of those keywords but does not prioritize the results
API to get Group members / see which Groups a User is a member of?
IS there an API to get Group members for a specific group and to see which Groups a User is a member of?
Enhancement for layout rules
Dear All, We've introduced a minor change related to layout rules: mandatory fields to be checked for APIs. Using layout rules, you can configure conditions and define actions to be taken, like showing fields, showing sections, showing subforms, and
Select which Campaign Member Status options are counted as a Response
Salesforce has a very helpful feature that allows you to select the Campaign Member Status values that are considered to be a Response. Salesforce also allows for the total number of Responses to be displayed and reported. This allows for a single way
Filter Campaign Member Status options by Campaign Layout
Is it possible to display a subset of the Campaign Member Status Options based on the Layout being used? I run several different types of Campaigns that each have a unique set of Campaign Member Status options. I am planning to create a unique Layout
Using Zohor CRM Manage Calendar Booking
Hi, Id like to use the CRM's Calendar Booking feature. We have viewing slots available starting 10am. Each viewing slot is 75 minutes. I can edit the Meetings Duration to be 75 minutes, however, on the interface thats shown to a customer, the timeslots
Sales Cycle Duration Calculation
Can someone advise how the number of days are calculated for Sales Cycle Duration? Is it from the time the Potential is created to the time it moves to won/lost/other? Or does it have to do with the age of the Contact? Please advise
Deals, products, forecastsand quotes
Hello, I am new to CRM coming from SFDC. I am trying to set up a sales program using CRM for sales forecasting and customer quoting. What I am unable to understand is how to update the actual quantities of products that are part of a deal which ultimately
Multiple choice field with an option to type what you want
Hi. I want a multiple choice field with 5 options and an option to type what you want if the above options do not match. Is this possible?
Can't retrive info from custom fields
Hi! I can not retrieve information from custom fields with Zoho CRM API. I have no problem with the default fields, but does not work with custom. From Web Application all the fields work very well, the issue is only through the API. Regards.
CRM - Show client folder inside Account details view
Hi, For each account, we have a designated Google Drive folder. In this folder we store all documents related to this account. We'd like to think of ways to "bring this folder" into Zoho. The idea is not to upload/download files to Drive, but more of
How do I implement Zoho CRM with Flutter?
I want to create an app that will print out all users from a Zoho CRM using their rest api. these are the instructions: 1. Get authorization token
2. From authorization token, get access token and refresh token.
3. After one hour, I use the refresh
Zoho CRM Meeting - access participant list via outgoing webhook
Hi We have a webhook been fired , when the meeting is created inside zoho CRM. What is the way to add 1 . Participants emails in the webook as a parameter thanks AJ
webform leads do not have "Lead Status" assigned
Hello, Is there a field that is used to set the "Lead Status" to "New Lead"? Right now, new leads generated from the WebToLeadForm have a blank "Lead Status". Thanks in advance for your help! Rob
How to create a button in Accounts to create a new estimate with Zoho Finance suite
Hello, I'm trying to create a button in Zoho CRM Accounts module, so our sales can directly create a new estimate regarding this account. I've tried to follow these steps and make it work for the accounts module which is supposed to be easier : https://help.zoho.com/portal/en/community/topic/how-to-create-an-estimate-in-potential-module-with-selected-product
When is new email parser coming out?
Hi Ive signed up to the early release a few weeks ago, and I still cant see it in my account. The page where I registered says that I will see it in my account when I signup. Any news? Thanks
How to get Payment Module records in Zoho CRM integration
Hi Team, We are building integration module with Zoho CRM. We are interested to get Accounts, Invoices , Orders and Payments data. While I see that Accounts, Invoices, Orders can be fetched but could not see Payments module records. Can
Zoho CRM email parser - can you upsert records?
Hi, Can the parser upsert records or only create new records? Thank you
Automatic Deleting a Lead
Hello, I understand there is no straightforward way to automate deletion of a lead (that is, moving to Recycle Bin)? I'm using a service which mostly syncs junk leads to me. They name all leads in a standard way so I can set up a workflow rule to mark them as junk but I see it would be more efficient to move them straight to the Recycle Bin. I look them up in the service in question, anyway, so can manually fish the rare good ones out of that Recycle Bin as needed. Just less work for me this way.
Extension Pointers - Simple yet significant pointers #8: CRM variables
Getting and setting CRM variable values in an extension CRM variables come in handy when you need global access to a variable across an entire extension. There may also be a need for user-specific data, which the user must provide at the time of installation.
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