Log a call
Help, under Leads, I click on add new under open activities and select log a call when the box opens, outgoing call status as completed when i need to see the other options as my calls are all showing completed when I need to call them back. my status
How to display custom module fields in a Vendor portal?
Please see linked video for a complete illustration of my question. https://workdrive.zohoexternal.com/external/3e6455ef555b2e482989af96d3d58c26ec7b225812781059c568617c8e175f08
API Changes to Record Not Reflected in Timeline
I may be mistaken, but it appears that if a record is updated through the API, the record correctly notes the last modification, user and timestamp, but then the "Timeline" view shows no representation of the changes to the record at all? Please let
Purchase history
I need my Sales and CS team to be able to see the active and historical history. They are going to create deals with products within them. Is there anyway for me to display this information in the account module? Active products, Date Core App Deactive
Difficulties with Go Integrator
Has anyone else had any trouble with Go Integrator? I have set it up in line with the instructions but there are a few things that don't seem to work properly with Zoho... 1) Click2Dial just doesn't work. The green phone symbol is there, but it doesn't
Cookies are not accepting in telephony extension
A telephony extension has been created in zoho crm for our cloud pbx web application.When logging in telephony extension using login credentials of our cloud pbx,if third party cookies are blocked in chrome browser incognito tab we are not able to login
When Note Added - Create Completed Task
Hi, Im wanting to achieve the following.. When a note has been added to a record e.g a contact/account I would like to to create a task that is completed using the subject as the note title and description as the notes contents. Is this possible?
Projekte aus Books beim Kunden anzeigen
Um alle erbrachten Dienstleistungen eines Projektes (Books) beim Kunden zu sehen, wünschen wir uns die Integration als Modul oder ein Abschnitt in "Zoho Finance" in dem die Projektkennzahlen insbesondere die geleiteten Stunden zu sehen sind.
Template issues with CRM and Desk
We need to send hotel options with wedding packages to our customer to find out the best property for them. Currently, we use Freshdesk and are able to create a "main" template with general information and processes and 3 "blank" spot where we can enter
Error in mapping fields from Integromat to Zoho
Hello, we are currently integrating integromat to our Zoho CRM and experiencing an error in mapping the fields, the error is due to the Lead Type field we have in one of our Layouts. Here's the context: When a new lead sends us a message it should be
update date-time field
Hi, How to get created - date and time and update into date - time field .. i am getting issue while updating time .. date i am getting correct ... i am trying to update both date and time from created .. calls_record = zoho.crm.getRecordById("Calls",ID);
Expected Revenue Report
Hi there, Is it possible to produce a report of Expected Revenue by Month? Thank you.
Can ZOHO CRM do these tasks
Hello everyone, before we jump onto a new CRM software we have a few processes that definitely need to be available. A new CRM is always very overwhelming, so maybe you can help me out before I try to figure on my own. Can Zoho CRM handle those tasks,
How to check the tickets (Zoho Desk) related to a Zoho CRM account/lead
I'm trying to check all the Tickets related to a certain Zoho CRM account/lead but can't find the actual way to do it Could you guys please give me a hint on how/where to find that info? Kind Regards and thanks as always.
Why isn't an email considered an "activity?" Activity reports should be tasks, calls, meetings/events AND emails.
Activities are supposed to be "interactions" with the records. I'd think that an email is considered an interaction. Is there a way to see emails, calls and meetings in one place? Is there such thing as an activity feed that just shows all recent Zoho
Is there a way to create a view in the Approve Leads section?
Here's my problem. I have 3 Web-to-Lead forms for different purposes. Each of them when populated will have different custom fields filled out. When having to approve these leads, I would like to be able to create custom views which will include present
Executing a Function in ZOHO CRM Sandbox returns INVALID_TOKEN
I'm trying to execute a function in the CRM sandbox but the function keeps on returning the following error. {"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} that same function works just fine in the production environment
Weekly tasks that don't appear until the start of each week
I'd like to make a task that appears in my Open Task component every Monday. Once I mark the task complete, I'd like to disappear until next Monday. I tried to set a task as recurring but I'm not trying to schedule visible tasks every Monday into perpetuity.
Can not get FirstName and LastName columns for a custom lookup column using Query API
For default lookup columns such as Owner, when executing the following query in Query API I was able to get data { "select_query":"select Owner.first_name,Owner.last_name,Owner.id from Accounts where id is not null" } However I have created a custom
Monthly Revenue Forecast
Hello, I am evaluating Zoho, trying to create what I consider an extremely basic graphical representation of future sales. I can't seem to figure out how to do it, and the WebChat assistant told me it can't be done. This is hard to believe. The sample
Using Deluge to get Accounts with no scheduled calls
Hi I need to use Deluge to pull accounts with no scheduled calls ( they will be scheduled against the contact for that account if there are. Once I have that list I will create a button to schedule calls for those accounts ( this part I can do) I just
ZOho CRM API : Unable to connect even following afficial documentation step
Hello, I'm facing issue when i try to connect to api from Oauth2. Even i post request with correct parameters like id and secret i and client id, have only error message like : invalide code or invalide url redirect url even if it the same like set on developper console. could you please check it why is no t working ? Thanks,
Not checked Checkboxes in clientscript are undefined
According to the console a checkbox appears in client script as undefined when its not checked. The expected value would be false, no?! const NotCheckedCheckbox= ZDK.Page.getField("NotCheckedCheckbox").getValue(); log(NotCheckedCheckbox); console: undefined
CRM - Grouping in Reports
I have a Deal field that can have any number in it 1 - 100. I would like to create a report that groups the Deals based on a range of those numbers. 0-24, 25-49, 50-74, 75-100. Is that possible in Zoho CRM?
Introducing Customization of the Product details section
Note: As on 8th March 2021, we have enabled product line item customization for all users. API support for the changes done to this subform like adding new fields, removing fields and editing field properties is available in version 2.1 only. We are opening
Community Digest - August 2022
Hello, Folks! This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts. Announcements > We are glad to announce that we have enhanced our Subform support by adding user
New Style Reports require manual update/refresh
Hi, Since moving across to the new reports within the CRM, we have noticed that we have to manually update and refresh the records - previously this wasnt required, how can this be re-enabled? Thanks
What is a Blueprint Type Widget?
Hello, what is a blueprint type widget? I can't find this info in the documentation. Thank you
Related lists mobile device
Hello, We are using Creator Application to make reports on Accounts from our Zoho CRM. On the computer it's possible to see those reports on the Accounts in related lists although this is not possible to see this on the accounts on mobile devices. It's
Automatically attaching Account attachments to email notification
We have several accounts with different attachments and I hope to create an email template on the Automation (workflow rules) which will automatically attach any account attachments to that email template before automatically sending it out.
Multi-line field display issue
Hi all, we have a custom module which has a sub-section with a number of fields, one of which is a multi-line field. The issue we have now is that not all text in the field is shown when viewed. There is the "Show More" option and this does increase the
Function to update a date field copying another date field
Hello, I need to create a workflow that updates a date field. To this update, I can get the date in a two different ways: 1. copying the same date calculated in another custom formula field. 2. adding the number of days from one number field to a date
Custom created single-line field - don't allow duplicate values
In the system field labeled as "Email" when I try to enter email that already exists in our database, I am not allowed to do it and that is great. Beside that field, our company is using another field (labeled as "Email 2") which is single-line field
Old/wrong data in email template
I have a field in Accounts, <saldo> From external this <saldo> is updated in crm. I created a template include this field <Saldo> I created a workflow rule: This rule will be executed when saldo is modified to a value > 0 This rule will be repeated whenever
Zoho to Microsoft ax data sync
hi i would like to know is there any possibility or the possible method that we can do. we have four companies,HO is using AX 2012 R3, two our using zoho crm system we need to continue in it. but we need to know is that possible to sync data or third
Organization Hierarchy Chart for Zoho CRM
Problem: An important part of any sales process is to ensure you’re speaking with the right person in an organization when working on an opportunity. However, when there are multiple contacts for each account, keeping track and reaching out to them seems
Functions get duplicated when you republish a journey in CommandCenter
Whenever you update then republish a journey in CommandCenter, any custom functions referenced from Custom Functions get duplicated.
Concerning the transfering of notes from one module to another
Dear Zoho Community, I created a custom button simular to the 'Convert' button in the Leads module, that converts a Lead into an Account and a Contact. My button does it for two custom modules (record from Module A is moved to Module B) and it works well.
Move deal to other pipeline / blueprint
we have 2 different sales pipelines: New business and Customer succes. Both have a blueprint associated with them. Through Zoho Forms with Zoho flow we add a deal to the default pipeline (New business). Sometimes this is not the right pipeline and we
Is there an API to list available fields for a webhook?
For example: when a Deal is created, I would like to know what fields can be included in the webook. Through research and trial and error, I see that fields are available from: Organization Contacts Deals Campaigns Users Accounts Is there an API call
Next Page