How to Auto close deals
RJ Rohit Jain Question 2 years ago Answered Dear everybody We are using ZOHO CRM & we are creating many deals automatically . we would like to auto delete such deals which we can do with particular contacts. Thanks.
Query for custom fields from CRM Deals api
Hey Zoho Team, I'm curious if its possible to grab custom fields created in a module, in particular from the Deals module. It doesn't look like theres a way from the docs, but wanted to check to make sure. Thanks in advance, Andrew
Profile Security Permissions / Contacts
Is there a way to to change security permissions of profiles based on field selections within a contact card? I have both Customer Contacts and Vendor Contacts stored in the "Contacts" Module. As you can see in the image below, there is a mandatory field
Auto create deal's events on CRM calendar with specific text name
Hi there, I was wondering how I can add specific text when I create deal's events on the Zoho CRM Calendar via deluge workflow. With the code below, the events title on the calendar would be [Deal's name]. However, I'd like to add specific text before
Uptade the value of a field based on the selected look up record
Hi, Could you let me now how to "copy" the value of a field depending on the look up field record selected? For example: in the "Products" module, I have a record called "Product 1" with the price field set as $1,000.00 and then I add a new Deal with
Contacts do not show after updating contacts through importing
I have managed to update contacts' information by importing a csv. file into Zoho CRM. Now the problem is the updated contacts do not appear in the contact list unless they are searched for specifically by email. Any ideas why this is happening?
email suddenly includes salutation ?! how to remove?
Hi, It's a huge problem that CRM now includes the salutation in the displayed name of emails, when using a email template. Correct would was and will be: simply only "john.doe@email.com" NOW (when you send a lead or contact a mail template): "Dear John
CRM Client Script .setValue for lookup field
Hello, What would be a correct way to setValue to a lookup field via client script? I have tried passing the id or the name value, with no luck. Is there a trick? Thanks
Shopify Integration - Customers being created as 'accounts' in CRM
Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'
Yesware integration
Hello. Yesware is the missing link I've been looking for in email / crm / erp. It tracks opens and clicks - that is, for those who use Gmail or hosted Gmail. http://www.yesware.com/product-tour Yesware integration would be great. Yesware already has
Deleting Accounts record without deleting Contact Information
We have a B2B and B2C side of our business. In Zoho CRM, we use the Accounts module for our B2B side of our business, but for B2C customers we only keep them as records in Contact Information module. Periodically someone accidentally creates an Accounts
UserLookup field in node sdk 2.0
Hello, I am having problems with a UserLookup field and coql query. My query is: `select First_Name, Last_Name, Palveluasiantuntijat from Contacts where Service_Name = blabla`; Can I access for example the Palveluasiantuntijat (this is the userlookup
Sales Order and Purchase Order linking in Zoho CRM
Is there a way to link/relate a Sales Order to a Purchase Order in Z CRM?
[Email Intelligence] Possible to "exclude" some url from rewriting by zoho ?
Hi ! I would like to know if there is a way to "exclude" some links in an email template to be replaced automatically by the "Email intelligence" function of zoho (CRM and other modules). As of today, if we want to avoid zoho to replace a link/url in
Auto Add products to Deal/Opportunity
Hi All Looking for some help. I am looking to auto add products to a deal based on additional fields within the system. E.g a Picklist box that says transfer or register, depending on the outcome will associate the relevant product to the deal. I have
Workflow automation between two modules
Hi, we would like to know if workflow rules can allow us to automaticaly change the value within a multiselect custom field if the status of another field in another module change too. Here is the case: We have in Contacts Module a custom field named
Send Mail deluge function from issues
Hello, We are using the deluge sendmail invoke url. We have been successful when sending it from our super admin email- hard coded. When we attempt to change it to zoho.loginuserid we get an error on the from. Here is the code: toEmailMap = Map();
How to set email reminder in Task?
Hello, when I create a new task, and activate the reminder I can only choose PopUp, but I would like to choose E-mail reminder. What do I need to do to get this working? Regards, Peter
Zoho CRM/Products slow loading time ...
Hi, We notice the Zoho CRM loading time is very slow, even with just 10 products it takes more than 5 minutes to load the quote/invoice. Is there any maintenance being done?
Update published report
Hello! I have a component of the Analytics module, embedded in a web. To feed a report, as we have. The query is, what is the option so that the analysis information can be updated from time to time? Every 10, 20 or 30 minutes, etc. The following link
Currency field using Java SDK
Hello we are using a currency field and the Java SDK to work with the Zoho CRM. When inserting an object the field requires a Double object. However when we get the field back from the a QueryOperations request the field is suddenly a BigDecimal. I tried
Need to collect information from an external user (probably via Forms) and update a specific record in CRM.
I need to collect information from an external user (via Forms) and update a specific record in CRM. I want the Zoho Form to be sent via a Button in the module. I don't want to use a Workflow. I appreciate your ideas.
Custom value in lead status
Where can i add custom values in the "lead status" drop down?
ZohoCRM and Microsoft Exchange
Hello, We use microsoft Exchange emails and would like to know whether a) it is possible to integrate exchange emails with Zoho CRM just like it is possible for POP emails. b) if (a) is possible, can there be full synchronisation of emails that will
Integration Zoho CRM With Salesforce
Hi, I have a requirement to integrate Zoho CRM with salesforce but I don`t know how to achieve this requirement anyone help me with Salesforce integration with Zoho.
Error
We have added one custom function and running that in the workflow but following errors we are getting please look into this and suggest what we should update in the code. Task: - If any record is Created/Edited in the Contact Module contact's account
New role, new permissions
A customer requested to change one of the user's profile and role of the company from 'Salesperson' to 'Head of Sales'. And so I did. The user can now access some more modules and actions and follow some opportunities of their now subordinates. Problem
Linking Call Logs to Accounts on Import
Hi, I need to import 1500 new accounts and their associated call logs from the past 12 months into our exisiting Zoho CRM. Each call log record has an 'Account Name' field and an 'ERP Code' field that corresponds to the same fields in the Account record.
Edit Sales order subject field
The subject field in Zoho CRM Sales Orders is mandatory. Therefor we use it for customer's order numbers. As this field cannot be edited, there is no check, when the order is created or modified, if the customer's order number already exists. I want this
Is there a way to edit the default Merge Criterias?
In the find & Merge Duplicate for Lead/Accounts/Contacts, is there a way to edit the default Search criterias? or even remove some of them, like it shows Fax on mine. I have to go and set them up to none all the time, because all I'm looking for is the
Savings Email Attachments in ZOHO CRM and also Docs Folder -- will it delete from Attachments Tab?
If we get an email with attachments from a contact that is in ZOHO CRM and we then save the attachments to a Docs Folder --- will the documents still be seen in attachments tab under the ZOHO CRM contact record? We are going to get about 500 emails from contacts -- all with attachments -- and we want to save them to a Docs Folder but also still want them available under the attachments tab in the contact record. Will saving them to Docs Folder break the link in the attachments tab? We are just starting
Sharing my calendar with people outside of my organisation
Hi, I'm looking for a way to be able to share my calendar to someone who isn't employed directly by our company and doesn't use Zoho. I have tried numerous methods but no luck so far. It needs to be: - Live information - Accessible preferably via web
Zoho CRM to Bubble.io API connection
I'm wondering if anyone has had success with setting up a Zoho CRM to Bubble API connection through the Bubble API connector plugin? We are trying to create a customer front end website through Bubble with back end data feeding in from Zoho CRM. The
CRM Quotes - 10th subform field
I am trying to add a user field to a sub form on my quote template But I am getting an error saying that I have already used 10, when I have only used 9
Outil prévision ZOHO CRM
Bonjour, Dans l'onglet "Prévision" de zoho CRM nous nous demandons à quoi correspond la colonne nommée "réalisations prédites" --> Es une formule spécifique ou es une prévision pure basé sur les précédents résultats ? Merci d'avance, Mylene
Subform > Disable user from being able to edit price
Is there a way to disable a user from editing the price of a product added to a subform without blocking their permissions? If you block permissions that the field cannot be pulled into Templates which is still needed.
Client Script - Requested URL is not in trusted domain
Hi, While running an HTTP request, anyone faced the error of "Requested URL is not in trusted domain" This is actually a government domain, so I'm fairly positive it's "trusted". This is happening on Client Script. When running in in a function, it works
Zoho One pop up
Hello, Our web developers are currently working on setting up our Zoho CRM and unfortunately, keep getting distracted by this popup: Is there any chance you can reduce the frequency this is shown or an option to hide it permanently?
Zoho CRM - Connecting 2 Fields - Opt-In Type and Opt-In Date To Manage Privacy
Looking for best practices to create a section to help manage Privacy in the Canadian context. Opt-in; Yes No Opt-in type; Express Implied (if Implied) Nature of Implied: Ongoing private relationship Gave us a business card Publicly posted their email
Using the Rollup_the_Potential_Amount_to_Accounts function - not working
Hi I have a custom function using the above code from the Zoho automation guide (link: https://www.zoho.com/crm/help/automation/custom-functions-programming.html). However, it's not working - the amounts are not being rolled up. The only thing I can see
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