Hi, I am looking at Utilising Zoho CRM and other Zoho products to develop Education Consultancy CRM and a portal for B2B
Hi Friends I am looking for suggestions for Zoho development company who can modify Zoho CRM as per our requirements. We are in the field of Education consultancy and want to design Education CRM for our B2B network. Along with that, we want to use IQ
Create Zoho Writer Merge Document with data from 2 modules
Is it possible to map fields from multiple modules and create a merge that I send for signing? I'm creating a contract using Merge Fields. I'd like to include fields from my Opportunities module and also include my Companies module. I can access and
Field validation/limitation
Hi, I am new to Zoho CRM. I would like to limit the entry of certain characters in certain fields and I would also like to receive a notification when importing a contacts in bunch that a certain field does not have the specified format. If the second
When same function called at the same time twice, on of them doesn't update field
Let's say whenever a record is created, your workflow reduces the "Quantity in Stock" field for one product. Your WF is associated with a function, which takes the Qty in Stock number, reduces it by one, and then updates it again. Simple. What happens
Inherited sharing
Hi. I have a business requirement that I don't know how to make work in Zoho CRM. I have a Record data structure something like this: Project Stage (Custom Module 1) House (Custom Module 2 - one-to-many) Linking Module Contact (many-to-many) Then I have
How do I duplicate this component in my dashboard?
I wanted to duplicate this custom component view in my dashboard. How can I do it?
Multiple Reports in a Digest
If all reports are scheduled on the same time frame, is there a way to get them all in one email so the recipient isn't receiving several report emails at once? Like a digest on the two week schedule
Custom Functions for Creating Records from CRM to Books? (Basically same records in both apps)
Hi, Does anybody have custom functions (preferably deluge) that can create (and if possible update) records, for example an Invoice in both Zoho CRM and Zoho Books, trying to simulate a two way sync through custom functions between the two apps but if it is not possible just creating a record in both apps could help us. I know they have different modules for Invoice, Sales Order etc., but we would like to use CRM for creating and Books for managing the finance part. Also trying to do the same for
Zoho CRM for the Legal Profession
Just wondered if anyone here has successfully set up Zoho CRM for lawyers? I'm in the process of doing this along with integrating an online accounting app. Would be interested in hearing from others on this.
Email Parser Email Issue
I use the email parser for many clients and myself for lead generation. The only issue I have with it is there is no longer an error message showing why certain emails don't parse through. I remember there used to be this error message to help figure
Should it take 8-18 seconds to open a "Deal" or "Lead" record?
In chrome, incognito mode, no extensions loaded, it takes me anywhere from 8-18 seconds to open the details of any individual deal. At night, it goes down to about 8 seconds and during the day it's 18 seconds. My expectation was that it would take 2-3
WANTED Recalculation of Formulas on single-field EDIT
One mayor deficiency in Zoho is the lacking ability to re-calculate formulas constantly, as it does an application such as Excel. The argument given by Zoho is that this is a limitation by design, as the system takes a performance hit. One may understand
Subtract two dates
Hello! I have a doubt about something that I am not achieving. I have a report with 2 dates. Is it possible to get the difference between them? In the Reports module or in Analysis. I used the comparison options, but I couldn't get the result of subtracting
trying to figure out how to add telephone scripts for my sales team
does anyone know how to add telephone scripts so they can be easily accessed by the sales team.. and really if necessary for customer service for inbound calls.. as an example how to deal with customer with xyz issue? Thank you Bill
Have a text field i need to update from another module
I have an accounts module wit some fields I need to interact with. Carrier Name which is a lookup of a module called "Vendors" Zone which is a lookup of a module called "Carrier Rate" Expected Tonnage which is a pick list ZonaChargeRate which is a single
Alternatives to zoho phone
Hi I have recently switched from a German telephone flat rate to zoho phone. The cost has increased 3x from less than 25 EUR/per user / month to about 75 EURs without changing the volume. Does anyone know a better / cheaper solution? Has anyone experience
Add Incoterms fields to quote module
Hi there. I'm just starting out with Zoho, so please if these fields are hidden somewhere please feel free to disregard. For any quotation involving a product, it's common to have Incoterms identified on the quotation, typically these are agreed with
Emails Still Not Sending
Hi, I have a workflow setup that when a lead is created an email is sent to the team with the details for them to contact. But for some reason this email will not send. If i set the workflow to send an email to the "Lead's Email" the workflow triggers
Need to populate a lookup from static field
Hi wonder if anyone can help. i have a module called accounts in Zoho CRM, (api = Accounts) each account has the account name (api name= Account_Name) and an associated GE Account number field (api = GE_Account) this field is single line text. i also
Save and Create Follow up Task
(1) In ZCRM Help, it says that when logging a Call, I can "Click Save, or click Save & Create Follow-up Task to save and create a follow-up task." On the Log a Call pop-up dialog, I can see "Save", but not "Save & Create Follow-up Task". This is exactly what I want to do--but where is it? (2) On the same pop-up form, there is a mandatory field: "Call Result". When I log the call, the call is recorded on the contact's record under Closed Actions. But where is the "call Result" data that I entered?
ERROR invalid client api v2
Hi! I'm getting ERROR_invalid_client while trying to generate access and refresh token. I have registered client on zoho.eu domain account(which works fine). But when I trying to do a login from another (zoho.com) account I'm getting ERROR_invalid_client. How do i fix this?
ZOHO CRM - Bugs nightmare , neverending problems?!
Hello everyone, Don't know where to start...I was using Bigin by Zoho until early July 2022 and then my needs got bigger so I transfered to Zoho CRM professional license after that my problems started because developers didn't clear my logs. Problem NO1
Converting/copy customers from Zoho Invoice to leads in the crm
Is it possible to Converting/copy customers that we added in Zoho Invoice to leads in the crm? thanks
Can custom functions respond to REST API requests and then continue doing work?
Hi, Here is my scenario: I have a new customer registering on my website and I want to send this information through to a Zoho CRM Custom Functin via REST API. I would like the Custom Function to return a response as soon as it has received the data i.e.
How do i add css class in specific menu bar
HI I cant find the option to add css class can any one help me or give me some altranative solution its urgent
Configuring a workflow when a specific picklist value is changed to a different specific value
I'd like to create a Task when the Status of a Product is changed specifically from "Offline" to "Online". I cannot figure out how to set this workflow. I tried setting to to trigger anytime the Status field is changed to "Online", with the condition
Link Custom field in Contact to custom field in Deals
I have created a custom field "Full Billing Address" in the Contact module. I'd like to automatically update the custom field with the same name in my Deals module (renamed Opportunities) whenever I update it in Contacts. Can you help with the deluge
Getting "NO_PERMISSION" on API call for Administrator user for *some* modules (/crm/v3/settings/fields?module=<certain modules>)
Getting "NO_PERMISSION" for Administrator user with all permissions for some modules (/crm/v3/settings/fields?module=<certain modules>) Same query works for many other modules, but fails for these: Campaigns Cases Solutions Products Vendors Price_Books
How long before email should be received?
I have set up a workflow action to send an email. This is in a sandbox environment. ZOHO tells me that it is working, I see in the workflow "View Usage" that one was sent, and in the "Sent Email Status" report, I see the record of it, with the correct
Custom function that retrieves JSON code which is showing connection between contacts, emails and campaigns
Hello, Each week, I want to see how many emails are sent, in which campaigns are they sent and I what to see what is their status - both email status and campaign status. For example, If email status is "bounced", I want to check if campaign status is
New capabilities added to Zia's Email Intelligence
Dear All, Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence. Zia explores incoming emails and highlights different insights like email intent, email sentiments,
Combine Multiple Accounts
Hey. I'm pretty new to Zoho. I created an account that is linked with my Gmail address. Matter of fact, I signed in using the Google link thing. Today, my boss created a project in Zoho Projects and added me as a user. But he used my work email address
'Refresh token is not provided
when i am using get all records zoho crom dashboard to our website then occure error ('Refresh token is not provided) using php sdk samples code. please anyone provide me solutions or implementation code of insert and fetch records to zoho crm dashboard
Equity Sharing Opportunity for Website Development and CRM Services
We are an investment company based in Houston looking for a website developer/Zoho CRM configuration specialist. You will be helping us develop our website, complete configuration of our CRM software, create dashboards and create a training document for
Where is the "Record ID" for inclusion in Reports?
I'm creating an Account report, but nowhere in the list of available fields do I see a reference to the unique record ID. Where is this field and how can I include it in the report?
If a client unsubscribes from the marketing emails sent from Zoho, will the client still be able to receive other emails sent from Zoho?
We use Zoho to send out a monthly marketing newsletter, but they are still a client that needs to receive emails regarding projects we have open for them. Will they still be able to receive the emails if they requested to stop receiving the marketing
Canvas. Phone not showing up in Deals.
We set up the canvas, but the phone is not displayed in the deal
Rollback items pushed to production CRM
Hi, I was wondering if there is a way to roll back items pushed to production in the CRM from development. Thank you,
WordPress form to Zoho CRM
Hello, I'm a beginner in using ZohoCRM, would it be possible to connect ZohoCRM to an already existing registration form, callback form, contact-us form? If it's possible how do I map the data needed so that it automates saving the information to zohoCRM
Completing tasks suggestion
Original Post: I'm not sure when it happened but the checkmarks to mark tasks as closed directly in a deal/account/etc view seems to have been removed so have to open tasks to close instead. Update: This is no longer a 'problem' but now more feedback
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