Inactivate Contacts
Is there a way to "inactivate" a contact? I don't necessarily want to remove them (as may need them later), but want to not see them for now in my lists. If there is a way, do any of the views, filter out inactive contacts?
Is this Itegration HIPAA Complaince??
Hi, The nature of my business is that HIPAA is Mandatory so with Whatsapp integration we can guarantee that we are still HIPAA?
Where do I change the "name" for an Organization Email address?
Formula field for the Leads module that sums all related open and closed calls associated with the record
Hello, I wish to make a formula field inside the Leads module that counts/sums all the Open Calls and Closed Calls that are associated with the record. I plan to use this field to setup an automation where if a lead has a count of zero open and closed
Does Contacts and Deals have a column named Contact_Name
Does Contacts and Deals have a column named ContactName because I cant seem to find it. If so what is the API's name for this column in both tables?
JOIN Contacts and Deals (COQL)
How to write a query to JOIN Contacts and Deals using COQL?
Modifying "Missed Activity Reminders" List
Is there any way to modify the pop-up window layout, that is labeled "Missed Activities Reminders"? We are trying to modify the layout to show a bit more detail in the listed items of this window. For example, adding the contact or account name associated
How do I link the Quote number to Sales order and/or Invoice instead of the Quote name?
Hi, I have noticed that when I create a quote and then convert onto a sales order, the quote subject appears on the sales order. I had a look a this and it is a lookup field so I tried to replicate the same with one for the Quote number but no luck, it
Red Exclamation Mark - Import History
Has anyone seen this before? There were 947 records, only 400 updated but nothing shows in skipped? (See attached).
Trigger incoming call popup via URL?
MS Teams own PBX system is offering to open an external URL if there is an incoming call. So we could open an url like https://crm.zoho.eu/...../?123456789 where 123456789 can be the phone number. Is it possible to trigger the "incoming call popup" with
Auto apply Pricebooks with Client Script
Hey there, with Client Script Zoho introduced a powerful tool to help with data-entry. Now I am wondering: Could Client Script help with auto-applying pricebooks/discounts? The use-case: We have different customers that negotiated different discounts
I am confused between IMAP / SalesInmail / Pop
Hello, So I recently purchased Professional plan for 7 accounts in my company. For some reason, I (super admin) managed to set up Gmail within my Zoho account, meaning Gmail is mirrored within my Zoho account perfectly. For my colleagues, It doesnt work,
How do I import data from Infusionsoft?
I have been a user of Infusionsoft and I am making the switch to ZOHO CRM. I need to move about 2000 names over. Can this be done? Thanks
Zoho Sign/CRM Integration
When using Zoho Sign within a Quotes record, the Sign document does not relate to either the Account, the Deal or the Quote despite being generated from a Quote that has the Account and Deal linked.
Zoho CRM client script - Showconfirmation with checkbox
Dear sir/madam, I am struggling with the following: I have made a client script for a Field event. It is a very simple function, but if I reject the message the checkbox is still checked. I am using the following function: ZDK.Client.showConfirmation('Bevestiging mailen?', 'Ja', 'Nee');
Newbie task
Hello, I'm a complete newbie to the Zoho environment. I have good understanding of Database structures and fairly good understanding of programming. I have a task to undertake at the moment and I would like to know how to get started on understanding
First Name field not updated when converting Lead to existing contact
Is there a reason why when converting a lead into an existing contact, the firstname ( slightly adapted in leads) value not gets updated? Is the firstname field protected in the contact? Other fields also?
Zoho CRM Plug-in for Microsoft Outlook EOL on October 31st 2022
Important Latest update (on 29th July, 2022): Complete deprecation of MS Outlook Plug-in has been extended till October 31st, 2022. Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to add emails
How to update one field when another field is set
Hello, I've created a custom module named Accounts to Contacts and it has the following fields: Account to Contact Account Contact I want the value of Account to Contact = concatenated value of Account field + " > " + Contact field. I want the value
Zoho CRM Timeline Data from Linked Modules
Is it possible to have the timeline data pulled from all linked modules? This would give you one place to look over the entire history of a client's case in one location. Is this already possible somehow?
Autofill fields during entry creation
Hey there, when I create a new sales order and associate a company with it Zoho automatically inserts some address data into the form – which is super nice. Is it possible to tell Zoho to put even more info into the fields while I am still on the entry
Any easy way to share fields between Leads and Contacts?
I'm trying to have some pick lists and other fields in the Leads be consistent with the fields in the Contacts. Is there any easy way to copy fields over, or do I have to manually recreate all the lists and fields? Thanks. pk
Showing Specific Associations When Creating a New Record
Hey Everyone ill try to keep this as simple as possible I have Module A (Contacts), B (Policy), C (Family Members) I'm in Module A, with Modules B, C showing as a related list/section. Module C has 3 family members/records associated within Module A.
Custom Button - IfElse Function
We have a working custom function that can create PDFs from our module, in this instance we are using it to generate quotations from a lead module. Button clicked > PDF created and attached to record However, we operate in different countries and have
Lead auto responder marketing sales funnel email process
Hello Zoho, I want to create a dynamic auto generated follow up email process. We are a construction trade providing the same quotations for supplying services to multiple Building Companies who all bid (tender) on the same opportunity to secure work
Need Smarter Way to Send Repeat (Yet Changing) Content in Emails
Hopefully, someone here has a solution or is dealing with the same thing - Zoho support doesn't seem to understand what I'm trying to accomplish. I'm trying to find an easy way to update a section of all CRM templates at once or use another Zoho tool
Contact Email address change
I had asked about this one before, but I wanted to update you on issues I am having. When a contact changes their email address I am loosing all the historical emails since it follows the new email address. Is there a way to lock in old emails to the contact so they do not disappear. Recently several of my contacts changed their email address and I no longer have their complete history - only the emails to the current address. Is there any work around since this causes us to miss important email
How to automatically receive the Alphabetically sorted data for lead owner and lead status?
I wanted to know how to automatically receive the alphabetically sorted data through CRM so that I can save my time from this exercise. The left image is unsorted and the right image is sorted one.
Webhooks or Notifications Api
I'm trying to figure out whether Webhooks or the Notifications Api is the best way to keep data insync with Zoho. I'm working on an app that wants to give others the ability to integrate and access their own zoho crm deals in their own instance of our
Does Zoho CRM have a feature or section for Sales Battle Cards?
I couldn't find any information on this and I'm assuming others are using Battle Cards in their sales process. Just curious if there is a section within CRM or another workaround to create battle cards within the sales process and have readily available
CRM Assign a delegate
I've found instructions for assigning a delegate for approving records in Expense but not CRM? If a user is out and an Admin was not made aware, shouldn't there be a way to solve for this?
Zoho desk in CRM home page
I just jumped aboard and liking Zoho very much but i just have a quick question. Would it be possible to have a customized home page in Zoho CRM where you can see open zoho desk tickets per account or per contact or anything related to that? so our account
Scheduled backups via API ?
Hello, Is there a way to get scheduled backups by using API or anything better than a email ? It's actually frustrating because email notification don't allow serious backup automatisation (parsing emails is not reliable at longterm). It would be nice
How can I add a new lead to ZOHO CRM using python?
I am trying to pull information from Mongo DB and push it to ZOHO as a new lead. I do not have knowledge on how to create an API call, can anybody please share an example code. Is there a way to use webhooks instead of using API?
[Webinar] Scheduling sales/service appointments from inside the CRM - tomorrow at 12 PDT
Hey folks, This Thursday at 12 PDT we're hosting a demo of our SmartScheduler, which was previously featured in a Zoho Practitioner webinar. Since then, we've made some enhancements to it to support both appointment and work order scheduling. Chief Solutions Architect James Converse will demonstrate it all, including: Scheduling from a CRM button or from a Work Order in Zoho Creator Scheduling individuals, crews, and equipment usage Easy drag-and-drop interface Google Maps & Calendar integrations
Meeting doesn't link to attendee page
When I schedule a meeting and select attendees, the meeting doesn't not show up on that attendee's page. I think the select attendee(s) would link that meeting to their pages.
Custom function to create an invoice from a list of subforms
I want to create an invoice based on the list of subforms created in a custom module. Please tell me the custom function to be assembled. The custom module JSON is below. { "Owner": { "name": "EX NAME", "id": "3872746000000200013" }, "$currency_symbol":
Permission Set for Quote Subform Pricing
When I try to limit the permission set on Subform list pricing on Quote and a user tries to create a Quote it prevents the pricing from populating. Is this a thing?
natural logarithm gives wrong result
Hey, just wanted to point out that the "Naturallog" function in formula fields in CRM calculates the wrong result, or at least a result you would not normally expect, when working with logarithmic functions. Hope it gets resolved. Regards, Daniel
Zoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catch
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