Dependency field mapping unavailable
Hello, I am trying to use the map field dependency feature but it does not show up in the setup options for any of my modules. I have tried adding brand new pick lists as a test to make sure they were not previously mapped, and they are not system-required
Fee to Use Zoho CRM
What level of service do I have to pay for to use CRM?
How can I automatically change lead status when I send them an e-mail?
Hi! I've just started using ZOHO CRM, and I would like it to automatically change lead status when I send them an e-mail. How can I do that? I've looked a setting up macros, but then I have to run the macro every time I send an mail, and that's not useful.
Change lead status when email or call is initiated
I'm new to Zoho and trying to configure it to work with our sales process. As new leads come in, I put them into the "Not Contacted" status. I'd like to updated the leads status to "Attempted to Contact" automatically as soon as my sales rep initiates
JotForm - Zoho CRM integration for Calls
Hello! New to Zoho here. What I'm trying to achieve is to schedule a Call in Zoho CRM from JotForm's Appointment widget. First attempt: I tried with the Zoho CRM integration inside JotForm to send the field information to the Call module. Created a separate
Show data from Zoho CRM on external website
We have a portal for our company set up on a website. Here out clients can login and get different kind of information, downloads etc. - Fairly simple. We also want them to be able to see simple info from our Zoho CRM like number of new leads etc. Does
How can I use a lookup field to lookup data in 2 different modules?
I have two modules "contacts" and "agents". I have a lookup field named "referred by" which could be either a contact from the "contacts" module or a contact in the "agents" module. Is there a way for me to have the lookup field look in both modules?
Community Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users of
Export Quote as XML file
Hi, We are considering using Zoho Quotes. Currently the only options for producing the quote is to produce a PDF, print or email with PDF attachment. We would like to option to produce an XML file and save it to a file folder. This will allow us to
Get records in ascending order of modified date
Hi, I am using below URL for getting Accounts records "/crm/v2.1/Accounts?sort_order=asc&sort_by=Modified_Time" I am also setting a "If-Modified-Since" header to get records modified after the specified date. But I am getting older new modified date
Issue with Read Related List Email Content Using Deluge
Hi Team, I am trying to read all the associated Emails from the Zoho CRM Contacts. I am using to read the Email List using the below API. https://crm.zoho.com/crm/v2/Contacts/4717204000004249076/Emails?type=5 I got all the emails(Sent from CRM and IMAP
Copy Info from Zoho CRM Subform Row to create a rercord in Zoho CRM Custom Module
Hi, I currently have a Zoho Form with Subforms passing on its data to Zoho CRM Contacts module with subforms. The issue I am battling with is how to Copy Information from the Zoho CRM Subform copy it into a new record in the Zoho CRM Custom module I
Error message function 'Value is empty and 'tolong' function cannot be applied at line Number 7'
My workflow (see attachment) is triggered as soon as the expected weekly turnover is changed in the companies module to an amount higher than 0. After that, a function (see attachment) must ensure that this amount is copied to the registrations module.
Custom function - Send email daily on specific status
HI, Since we cannot having a workflow rules occuring every day, we would like to create a custom function sending a template email to the prospect owner if the status of this prospect stayed at "Not Contacted" after 24 hours. We want this email to keep
Custom Function to get Time Zone from Google Cloud
Guys, wanted to post what I had to do to get my time zone filed (custom field in my leads module) to go out and get the timezone based on the zip code of the lead. 1 Create a Google Cloud Account 2 Create an API Key and also make sure API functions for geocode and timezone is added to your account 3 Create a new custom function with 2 params: leadid (string) zip (string 4 Look up the ZOHO API object names (2nd column) in zoho, using these links below, note the names as you will put those in step
You can't change the color of zoho-created charts
It's one thing that you can't change the colors of the bars in a chart you create in Reports or Dashboards. That is weak - every other data visualization app allows for that. It's another thing to do what is shown in the screenshot I attached - two components
Reminder even after Due date
It's noted that the reminder does not happen after the Due date is crossed even though the task is not completed yet.. I think it's essential that the reminder still works & it shows as "overdue" Kindly activate this feature urgently else essential tasks would get missed. Await your actions. Thanks, Deepak
Set Quote Expiration date to be 30 days from create date
I would like to setup the Valid Till field for quotes to be 30 days from quote created date or the date entered manually. Is this possible with tools available in CRM?
How do I delete child records in Deluge?
I'm trying to use the sample code at https://www.zoho.com/deluge/help/data-access/delete-records.html to delete child records when the parent is deleted. The parent module is System_Summary and the child module is System_Summary. Here is my code: subforms_ids
Custom field in Potentials not showing up in Zoho Sheet View
Hi, I hope to explain myself properly. I have created a Custom view for my potentials to only show me: Potential Name, Amount, Type, Contact Name, Campaigns... (see attachment "potential-display") Contact Name and Campaign are Custom Lookup fields that I have created under the potential Customization Fields/Layouts Now when I press the "Zoho Sheet view" or "Print Mailing Labels" the "contact name" does not show (see attachments "zoho-sheet-view" and "print-mailing-labels") On the other hand if I
Report on Event Participants
Hi all, How do I report on event participants? Our events are actual training courses which are chargeable so it would be good to have this level of detail in reports. We currently get around this by not using the Participants field, instead we use a custom text field....YUK!
Add Button to Home Page
There is functionality to add buttons to Modules however; I don't see the option to add a button to the Home Page. Is this possible?
Rounding up & decimal places problem with quotes
Hello, First time I've posted here, thanks for a great product: cheaper and easier to use than salesforce (we were paying customers for a year), less of a headache than sugarcrm, more personable, etc.... I really think we've found what we're looking for and wish you the best. We have found a problem with quotes and invoices though, so if someone could put this on their list of things to fix we would be very grateful: This is the sum we want to do, what our accounting software does and what the taxman
Adding country code (+91) for all the leads automatically
Hello, We want to add the country code (+91) to all our leads mobile number. Also it should automatically get updated when the lead is registered. Please guide us! Thank you!
Zoho Personalized technical support
hello, We have issues regarding the integrations with APIs therefore we had scheduled meeting with zoho support team. But twice no support has been given yet and no one was present or attended the meeting call. We want an immediate help regarding our
Whatsapp thirt party integration in zoho crm
How to integrate third party Whatsapp in zoho crm to send bulk sms to leads
Adding third party API
Hello, We want to know that from where can we add a third party API into zoho CRM. As we need to integrate whats app API to Zoho CRM
Custom fonction problem
Hello, i use a custom fonction who work well since 4 month, But since this afternoon i have a problem in my first line. The fonction take a deals ID and fetch data with x = zoho.crm.getRecordById("Deals",ID); This fonction always worked since 4 month
Emails from Zoho CRM to Gmail Going to Spam
We are having repeated problems when we send email out of Zoho CRM to a customer's Gmail address. We are hearing constantly that people didn't get our email and/or it went to their spam. Our customers include a lot of older folks who might not know to
Cant access Data Enrichment
Have set up data enrichment but its not showing as an option when I either create or edit and account
I am searching "All Contacts" view but cannot find all our Contacts.
I am searching "All Contacts" view but cannot find all our Contacts. Regards, Liz Guthrie
Zoho Contacts imports no longer works
I have been uploading .csv files of new contact to Zoho for 5 years and suddenly it no longer works. I am getting the following error message and there is no way around it: "Could not find a matching parent record for this lookup field. - Company."
Is there a Way to use Deluge Code in a Workflow to create CRM Portal access for a client
I'd like to know if there is a solution shared to create a user's (ie the Contact's) access to the CRM Portal, based on triggering a workflow? Any information, or is limited to Admin intervention manually?
Run Convert Lead function when certain Lead Stage hit
Hello, I want to automatically open up the Lead Covert page when a lead transitions to "Qualified". I know I can do an automatic mapping using a workflow, but I want the user to be able to enter the information manually just like they could if they clicked
CRM Analytics Has Lead Status Out of Order
Hello, I've never been able to get the stages of leads or deals to show up in the proper order on the analytics dashboard in CRM. How is the order defined? Is there a way to change this because it doesn't really make any sense. Here is my information:
Zoho Quotes Webhook Product Table
Hello all, I am trying to set up an automation where when a Quote is edited, Zoho sends a webhook to a URL. The issue I am facing is that I cannot find how to put the product table in the webhook body. I can reference any of the fields in the layout,
Concat with punctuation
I have a formula field on a contact record to Concat: Concat(${Contacts.First Name},${Contacts.Last Name},${Contacts.Account Name}) Is there a way to insert punctuation, like an underscore, between ${Contacts.Last Name} and ${Contacts.Account Name}
When searching All Contacts view I can see record but Administrator cannot.
zcrm_1353144000019982104 I can see this record on All Contacts search but another User cannot find the record. We are both searching on mobile #. We had this non-visibility issue resolved last week, but this now sounds similiar issue. Please advise. Thanks.
Contact macros in email template related to Calls module
I have a following scenario when a (scheduled) call is being created: 1. the call is assigned to a Contact (call to) 2. the call is also assigned to a particular Deal 4. a custom Zoho CRM workflow sends an internal email notification 4. the email template
Extension Pointers - Simple yet significant pointers #2: Connectors
Updating a published connector and the associated API details with the extension Updating a published connector Once a connector is published, any changes made in the connector, such as adding a new API, editing an existing API, or making changes
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