Connect Zoho One/CRM to Vontage dialer
Hello, Unable to get ZohnOne/CRM to connect to Vonage phone dialer. Zoho tech support no help. Has anyone made it work? Using Zoho Via Chrome.
Contact Roles from multiple Accounts
In more complex sales situations there may be Contact Roles with Potentials that come from more than one Account. For example we may be working with an outsourcing partner. In that case we need to assign Contact Roles to Potentials from both the end user Account and from the outsourcing company Account. I tried to establish relationships by using Member Accounts and Parent Accounts, but this did not expand the available Contacts to multiple accounts when in the Contact Roles. Is there another way
Show/hide fields based on a pipeline stage?
H, I´ve created a blueprint to make fields mandatory based on the stage of the sales processes, the thing is that some fields are only needed if a deal has reached a certain stage of a pipeline, for example the "Closing price" field is only requiered
Populating a Zoho Sign template from multiple CRM modules
Hello, I hope someone can help me with this one. We have a document (an agreement) for clients to sign and I'm using the Zoho Sign templates integration with Zoho CRM to populate its fields. The problem is that the information we need in the document
What time zone is Zoho CRM desktop set to?
Hello, I cross times zones and when I use my phone Zoho sets to the current time zone. Then when I return to my home time zone and log into Zoho via the Web I need to know which Time Zone it is using. It mucks up scheduling meeting in other time zones.
Field dependency in subform
Is there a way to use field dependencies in subforms?
Automation: Create a Project Automatically and Assign Project Owner Based on Account Owner
I have found a function that automatically creates a project when triggered, however the issue is that i want not only to create the project but also assign the project owner or tasks owner to the same user who is responsible for that account in the CRM.
Update a field to "today's date"
Currently, you can only update a field (using workflows) to a "selected date". How about adding the ability to update to "todays date", based on when the workflow rule is triggered? Greater flexibility in this area & customization would be welcomed. Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Zoho Mail calendar to CRM Calendar
Okay, I had the worst Customer Service experience with Zoho so I am reaching out to the community for help. The problem: I have standing meetings that are on my Zoho Mail Calendar (zoho calendar) which I need to be on my Zoho CRM Calendar. The reason
Send meeting invite to Contact from Deals module in Blueprint
Hi, Im setting up a Blueprint for the Deals module. At a transition we need to send a Meeting to the Contact. In the Blueprint theres an option to create a meeting, but not the ability to send the meeting invite to a Contact! Perhaps Im missing something?
Add fields to the Deals Closed Lost pop-up
Hi Im using the Deals module. When a Deal is Closed Lost a 'Verify details' popup appears. How can I add a picklist for 'Reason for Loss' to this form? Thanks
Zoho CRM Blueprint now lets you automatically convert records, update user fields and more.
Hello everyone, We are happy to introduce to you, a set of new enhancements in Blueprint. These are minor pointers, yet they could mean a lot to users given different scenarios. 1. The character length of the Transition Name has been increased from 21
contact 7 form zoho entegrasyon
We use Contact 7 forms. We got the Zoho integration, but there is a problem. https://www.elegantthemes.com/blog/wordpress/how-to-integrate-contact-form-7-with-zoho-crm We have followed the steps from the information in this link. Zoho log shows an error
Subform data via related list REST
to my best knowledge, it is not possible to access subform via a related list REST API call: https://www.zoho.com/crm/developer/docs/api/v3/get-related-records.html here is an example REST GET list call: curl "https://www.zohoapis.com/crm/v3/Deals/4876876000000376008/myrelatedlist?fields=id,mysubform"
Sandbox vs Production Deluge Code Error
Hi, I have bene using this block of code and working on it to get ZOHO to do something for me, all of yesterday it worked fine. Then this morning out of the blue , I start getting this error: Failed to execute function Argument type mismatch - Found 'TEXT'
Sharing Emails not working
Hi have two managers with the same profiles. Gary can see Rob (their subordinate) , Ed can not. There is not domain exclusions. See screenshot. Only difference I can see is Gary has IMAP to share his, Ed does not have IMAP setup but we dont want to
Can I sync my Zoho Calendar with my main Outlook Calendar folder?
Hi, I have enabled the Microsoft 365 gadget that allows me to sync my Zoho Calendar and Outlook Calendar. All the meetings I create in Zoho are duplicated in a new outlook calendar named "Zoho CRM Calendar". Can I somehow make the new meetings appear
Freezing panes/elements in canvas
Hi, Wonder if anyone can help, currently when viewing a record within the standard view, the top row of a record (title and edit buttons) is frozen upon scrolling, now within canvas, how do i create the same?
Deluge- how to prevent a user who is already signed in from signing in again
I have written a simple deluge script for a Sign in App. Is there a way to prevent a user who is already signed in from signing in again? Likewise, is there a way to prevent a user who is already signed out from signing out again? What I have below populates
Bulk update custom field
I have recently added a custom field to my contacts under "contact information" that is a true/false tick checkbox. The field is showing in all of my contacts, which is great. However it hasn't automatically added a "tick" in the checkbox. How can I do a bulk update of all of my contacts so that all have a "tick" in this custom fields checkbox. I'm not too keen to go through each contact individually as it will take forever. Any help would be greatly appreciated.
multi-line field Size
Hi, Is there a way to make a multi-line field have more rows and columns? I want a large field, similar to the one in which I'm typing this forum message... The Single Column field Size is almost unusable Joe
Webform failing with ID upload
We have an ID upload field on our website's registration form, using Gravity Forms Zoho CRM add on and mapping a file upload field on our website form, to the Zoho CRM webform file upload field. This used to work fine, but for some reason we've now started
Manually Logged / Completed calls not showing on User Calendar in Zoho CRM
At present, when viewing our team calendar, completed or manually logged calls (created in the contact record) aren't visible. I've tried creating test calls both from the Calendar and from the Contact record, and so I'm not sure where the issue is -
Is it possible to log an email?
Hi, We'd like to be able to log receiving emails in the Activities field in Leads - i.e. "X emailed us asking for more information." The only options are to log an event or call, or create a task. Is there any way of doing this? Thanks in advance,
Zoho email templates
Hi! I have a question about using email templates inn zoho crm. When the template is ready and I have small segments of customers in my database. About 10 customers is one segment, which I need to send those templates with slightly different text at the beginning. Which I can simply achieve by copy+paste from other document. Anyway for sending 10 emails is already mass mailing. And while massmailing, I cannot edit the template, I need first to make a copy which is edited first. This is a bit inconvenient,
Alert for custom button
I have a custom button on a view record page in CRM which triggers a custom Deluge function. is there a way to add an alert / confirmation popup when that button is clicked?
Log a call button
Hi, Im looking adding a button that will log a completed call within the accounts module, and for the subject to be Unanswered Call. (this is for users who use a telephony system that isnt integrated) has anyone done anything like this before? Thanks
Zoho User Group (ZUG) in-person Meetups - UK
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups across the UK for November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Product Parent/Child relationships
Because of our unique situation we need to have parent products with child products nested with them. Zoho Books doesn't allow for this, so we used a custom module in CRM to create a parent child association along with a custom function to populate them on a sales order. Now the problem comes when we pass the sales order to Books as an invoice, we are loosing the parent child association and now they are all flat on the invoice. Another part of the dilemma is that we have one child associated to
How can I link an existing task to a new deal?
Hi, Is there a possibility to link an existing task to a new deal? In case you follow up a potential customer, you start with a task. When the potential customer ask for a quotation and you add a deal to Zoho CRM, the original task should somehow be assigned
Create records from custom module to custom module with subform on both module by using function
Hi, I had created two custom module, and created a function to be trigger when condition meet. The function will copy the records from module A to module B , along with subform details. However, I had encounter error: Failed to execute function Mismatch
Enforce Creation of a Contact with Creation of an Account
We'd like to make it a requirement that when you create a new Account, you have to create at least one Contact associated with it. The workaround I've come up with is to add required fields for first name, last name, and email address to the Accounts
Send Email template with Calendar Invitation (*.ics) in Workflow
Hi, I'm looking for a solution how to send Email template with ics file attached in Workflow. The benefit is Imagine when you receive a hotel booking reservation voucher by email, comes with the "Add to Calendar" function in the email. I don't use the
Sous-fomulaire - CRM / ZOHO WRITER
Bonjour à tous, Petite question pratique. Es possible de créer des documents de fusion zoho writer en masse à partir d'un sous formulaire zoho crm (Dans un module personnalisé), mais pas sous forme de tableau, mais plutôt de répétition ? Je détaille
Zoho times out on searchRecords request
Hi I am using a block of Deluge code to check all my contacts that dont have a scheduled call for them and then if they don't sheduling a call. I have 6000 contacts with about 70 percent of them already having scheduled calls. Its the 30 percent that
Is it possible to have Zoho CRM campaigns show as a calendar dashboard?
Hi, is it possible to have all of our campaigns (direct mail, email, etc.) from Zoho CRM Campaigns module show up into a calendar? Preferably as a Dashboard in the CRM? It would help to visualize all of our past, current and scheduled campaigns into a
Exporting ZOHO Activities Report into Excel
Hello, I really need to get some filtered data from ZOHO activities into Excel. This are the filters I applied, under the Activities tab: 1. Activity Owner is: Status is Not Started Created Time is between 1st of the month and last day of the month
Custom lead fields not showing up in the page layout
Hi, I've created a custom lead field. The field shows up in the "Edit Page Layout" but when I go to view the actual page layout, the field is not showing. I've tried changing the field to a different type, have tried different labels, have tried deleting it and creating a new one but it never shows up. In addition to this, re-arranging the fields in the "Edit Page Layout" mode no longer has any effect eg. shifting "Skype ID" to the top of the page has no effect when I go to view the page. Any help
Zoho CRM incoming Phone notification to Cliq
How to get incoming phone notifications to Zoho Cliq? Thank You
Help With Function to Populate a Field
Hi all, I have a field in the Accounts Module, Intacct ID. When an opportunity is created it is associated with an Account. I would like for the Intacct ID that's on the account page to flow through to the Opportunity form. I think a function triggered
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