Google Contacts Address Won't Sync
Hi, all! Apologies if this is a duplicate question. My company is beginning the transition from Google to Zoho. When syncing our contacts, we run into one major issue: The address from Google contacts won't show up in Zoho no matter how we map the fields.
Can I customise the activity field?
Is it possible to customise the activity field for tasks and events?
Custom New Activity form
Two of our biggest pain points are: entering meetings, and entering follow up tasks While the current interface is sufficient for most, there are a few "power" users who want an even simpler and more streamlined interface to both enter past meetings and
Auto Convert Lead to Contact
Hello, Is there an option to automatically convert a lead into a contact, once a field has been changed? Thank you already in advance!
Show Contact Emails in Associated Lead Module?
Is there a way to show all emails in the Lead module for Contacts associated with that Lead? I've sync'd my Outlook with Zoho CRM so that when I email a Contact, it displays in the Contact module. I would also like that email to display in the Lead module
Update forms / update feedback with Canvas
Hello, when I use buttons to update Values of fields on my Canvas (eg. Select fields), is it possible to get any update feedback other than showMessage(text, options) The value on the Canvas won't update, I can't use ZDK.Page.getForm().setValues and
How can i insert a External Widget in Zoho CRM?
I developed a Widget manually, in HTML/CSS/JS, and i wanna insert this in Zoho CRM. but when I create the Widget in zoho, even passing the path and the .zip file correctly, the following error occurs:" "The page you are looking for is unavailable. It might have been removed, had its name changed or moved." what could be happening?
Revenue meter in CRM Campaigns module
Dear Zoho support and community, Please see screenshot attached. I noticed that when adding contacts to a campaign in CRM, the built in deal report counts deals prior (not related) to the campaign. Can we set it to count deals and revenue from a specific
Meetings to Leads
Is there a function to create leads from meetings? A lot of our leads come from people scheduling webinars with us in our calendar bookings, we have a workflow ready to update them to the leads module but unfortunately, some information are missing when
Need to Create massive records In Zoho CRM Inventory Module From Zoho Analytics By API
I need to create a massive amount of records In Zoho CRM. I have a data source in Zoho analytics from an FTP server. There are almost 3.5lac records and new records are added every week. I can fetch all the records through API from Zoho analytics. I
CRM Formula Nested Problem
Hello, Been struggling for a while to get a formula working I think due to the restriction of the return data type only being one type at a time but hoping you can help. In the Suppliers module, we have three fields. Criticality Rating (can be 1, 2, 3
Posting CRM tasks and events into Google Calendar
Most of my activities run through Google apps (email, calendar, tasks, etc..) and one thing that is stopping me jump into using Zoho CRM is that I can't find a way to get tasks and events into my Google Calendar. This is particularly important as team members often set up or pass on my appointments so need to populate my diary. Is there any way to do this and if not is it in the pipeline? Thanks KennyMac
Multi-language products
Hi there, I'm web dev representing company using Zoho CRM. I was asked to help with setup to make possible following scenario: 1. German branch is making quote using Inventory Template in German language (with products names and descriptions in this very
Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.
Hi, I'm trying to write an application which imports contact data into another application. I'm using the " https://crm.zoho.com/crm/private/json/Contacts/getRecords" method for this. In the beginning I was able to get the data out of Zoho however suddenly
Password
Chris Hutchingson, a new user, did not recieve his password via email. Can I please get that so I can relay it to Chris? Jeff Jeff Gammon
I want to display an alert on the page when a condition is met.
I know how to alert you after pressing the button. I would like to refresh the page and get an alert if the conditions are met. I'm sorry if my English is not good enough.
Client Script SDK, ZDK.Apps.CRM does not return newly created module in the result
I created a new module "StaticPublicIPs". The module name is listed in the output when I ran the sample client script. var modules = ZDK.Apps.CRM.Settings.fetchAllModules(); for (var i = 0; i < modules.length; i++) { log(modules[i].api_name); } However
Expose Contact email to Contact within a Portal?
Is it possible to expose a Contact's email exchange with my company within a Portal? I want a Contact to see email from them and to them, in reverse chronological order. How?
How to make 2 fields display the same
Hi, I have a drop down that I'd like the user to be able to select from and then I'd like this drop down to name the deal based on this choice. Does anyone know how to do this? I've looked at formulas but can't figure it out. Thanks for your help
Automatically closing tickets by a flow between CRM and Desk
Hello. I've made a flow (using Zoho Flow) between Desk and CRM. If a ticket is created in Desk, the same ticket is created in a custom module named 'Tickets'. Than we try to solve the problem indicated in the ticket and after that we close the ticket.
Accounts Fields
Does anyone know how or when the ratings field can/should be used in the accounts module?
Fixing Names
Hi, I am trying to build out a custom upon lead creation, that if a leads first name and last name isnt in the proper format eg JOHN SMITH or jOHN sMith, that it auto corrects it to show as John Smith. I have tried the proper function but it doesnt
Client script syntax question
This script run in a Canvas onBeforeUpdate event. What's incorrect about this syntax? /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities.
Responsive (mobile enabled) HTML email templates?
I have set up a HTML mobile enabled email template that has been tested in Salesforce's template setup - It works perfectly in SF. I have tried many different ways to get it to work in Zoho's CRM, but it keeps stripping out the mobile formatting options.
Zoho CRM integration with LinkedIn
We need zoho crm to be integrated with linkedIn (through Zoho Social). LinkedIn is the primary content publishing platform for social content marketing to B2B clients. It is a must, not a nice to have.
Function to populate Account and Email based on Contact Name in Sales Order for Customer Portal
Hi. I had activate the Sales Order module in Customer Portal. By default the "account_name" field cannot be display from customer portal preview. However, internally we need the "account_name" for every Sales Order created by customer through the portal
FORECAST TYPE
Problem 1: The actual value of the Forecast Type is not updating (all shows Open) according to the Stage-Mapping configuration (OPEN, Closed Won, Close Lost) and therefore, we are not able to get any data filtered with Forecast Type, other than the 'Open'.
The role of a CRM admin and beyond | Small Business Heroes E10
The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building
Extension Pointers - Simple yet significant pointers #1: Connectors
Publishing and associating connectors in an extension The Connectors feature is available in the Zoho Developer platform when building extensions in order to establish a connection between Zoho CRM and another application that supports the OAuth authentication
CRM @mentions not triggering e-mail notification
Hi, We've been using @mentions to communicate within our CRM Cases module but we noticed today that the e-mails notifications are no longer being sent. I tested a couple of other workflow notifications and they come through our e-mail server (Outlook) just fine so its not our firewall and the notifications are not going into Junk Mail. Was there an update recently that removed this functionality? Please help, my entire team uses @mentions on a daily basis and we heavily rely on those e-mail notifications.
Zoho CRM Layout Access Permission
Hello all, I have a question I cannot find the answer to. Lets say I have - one module - two layouts - a profile has access to Layout 1 but not Layout 2 What limitations will they have - cannot create records in Layout 2 - I think is true - cannot see
Xero Integration Recommendation
Hi Guys, I am looking at zoho crm to xero integration. I am in the process of setting up the integration provided below. Has anyone else used this and can comment please. Many thanks in advance, MB https://saasplugin.com.au/zoho-extensions/crm/xero-
Dashboards refreshed with new data in real time
Hello-- I created a dashboard in Zoho that is referencing a custom report I built. How would I be able to upload that dashboard with the latest information in real time? Would I need to create an entirely new report with the new information and edit
How to delete duplicate product or put one of them inactive
My organization have 150000 products and we are looking for way in profesional edition to put one of duplicates inactive. Alternativli how to mass delete products if product code is same. I dont see criteria in mass delete option NoneProduct OwnerProduct
Two (similar) custom functions, 1 working, 1 not working
Hi all, I'm struggling with two custom functions. One is working (in a workflow) The other one isn't (inside another workflow) The only difference between the two is the field they should update. I can't seem to figure out what is the problem. See the
Warning statements in Automation Workflow actions / functions
I found out some of my automations were not working properly ONLY when I went to the Automation / Workflow rules / my rule. No other warning, popup or email to let me know that my function was not working. How can the USER who is not aware or cares how
How to create a new case with Unassigned user
We need to be able to log customer questions and have them be unassigned by default. They would be assigned to the technician who picks them up to start answering. Is there a way to do this?
Send mail when a createRecord or updateRecord function produce an error
Dear All, Is there any way when the deluge functions zoho.crm.createRecord and zoho.crm.updateRecord produce any kind of error then to automatically send me an email as 'alert' that something is going wrong with a record? As for now we find by lack if
https://crm.zoho.com/crm/IAMSecurityError.do?isload=true
I put a web form at the bottom of my blog. http://www.philadelphia-electricians-how-to.com/ I can't get it to work. I get this error; Unable to process your request Click here to go back. On this URL: https://crm.zoho.com/crm/IAMSecurityError.do?isload=true
Updating a Multi-select field with Deluge
Hi, I created a custom module and I am using a custom function to generate a quote from an entry. Now how can I link the quote to the entry in my custom module? I tried to add the API name of the multiselect-field but it's not linking it. paramap = Map();
Next Page