Data Transfer - Obtaining Contacts and Accounts from another Zoho Account/Admin Owner, Not a User of ours.
Hello! We recently bought the Assets from another company and the agreement included the entire Zoho CRM built by the seller. This include all Accounts, Contacts, Details, etc. How do we obtain that information from his (the seller's) account and then
How do I validate email using web to lead forms in Zoho CRM?
I have been trying to make sure that users have to enter a valid email address when completing a lead form but can't get anything to work. Has anybody implemented this previously? Thanks
Linking Zoho Social (Facebook) to Zoho CRM
We use Zoho Social's Facebook ads, which are linked to Zoho CRM. If the required fields in the prospect layout in Zoho CRM are not included in the Facebook ads form, we get a sync error. Is there a way to sync with Facebook Ads while keeping the fields
Zoho CRM Unsubscribe link hosted on website - how do we default email address?
We are currently hosting the Zoho CRM unsubscribe link on our website, per the below directions: When a customer clicks on the "Unsubscribe" link from the email, they are taken to the website appropriately with the form displayed. Is there any way that
Displaying Account Deal info on all Account Contact records using Canvas
We would like to show what DEALS are attached to an account on ALL Contact records for the Account. Can we show this somehow using CRM Canvas tool? I know you can assign a Deal to multiple contacts on the account but we don't want to make our sales team
Daily Report to find leads who have been called but have no open or closed tasks corresponding
Trying every way to figure this one out. I'm hoping to create a report that will tell me any lead that has been called today but has no tasks open or closed with today date. We automatically track calls but want tasks corresponded with each call as
Adding Further days to an existing date
Hi, Im looking at a function that when a blueprint is pressed I want to add a further 30 days to an existing date field, now I know how to add currentdate+30days but that isnt what Im intending to do e.g Date field is 01/05/2022 but once this blueprint
Using API V2 create notes with user mention?
Hi, In API doc for Notes: https://www.zoho.com/crm/help/api/v2/#notes-api I would like to create a Note with a mention to a user ... using UI we text @user and Zoho adds a mention to the user, inclue in feeds, send an email ... perfect Is possible
Move blueprint that uses a widget in the 'During' transition on to 'After' transition and next State
Here's the example of a widget used in a blueprint During transition step as shown in Zoho's documentation at https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/design-a-blueprint#During_Transition For that example picture, how
Focus Group webinar - Integrating Zoho CRM and Zoho Projects
Continuing our bi-monthly Zoho CRM integration series, by popular demand, we're about to discuss integrating your Zoho CRM system with Zoho Projects. We're going to discuss how to make these systems work hand-in-hand to collaborate efficiently with your
Export a contact's list of a specific Category
Hi Guys, I created a custom segment called "category" (let's see the capture screen 1). Here I put the word "cliente". Now I would like to export the contact list with category "cliente" to import them into a facebook audience. Any suggestions? thanks
Sum up Related Zoho Expenses in the Deal module
Hi, Zoho support tells me it is not possible to sum up related Zoho Expenses to a Deal.... It sound to me as this should a very standard and basic feature. Anybody has a workaround ?
Auto populate a form without sending email
I would like to prefill a client's form from the CRM IN the CRM. For example, my employee would fill the form for the client, but we already have all the basic infos. Can I make it a related link ou a related list and prefill from the contact file? Or
After workflow is trigger can it send back the control to blueprint previous state?
I am using workflow and blueprint both for my real estate company. I want to implement this case. A salesperson marked the lead as not qualified and send the email to the manager and the manager can accept or reject this case. If the manager rejects this
Mail Merge export as excel file
I have created a mail merge template that grabs certain client criteria from successful deals to simplify adding a new client in our software. The mail merge template grabs all the data perfectly (it is currently formatted as a table). I want to be able
Multiple fields in a custom button in a related list
Hi I've a problem with custom fields in a button in a related list.. I want one property of the parent entity and the id of the selected child entity. As a result the values are only when I set only one value. Example: In a custom Module "Households"
Disable the Calendar pop-up on Date Fields
Hello, Would love the option to disable the calendar pop-up on date fields. This would be a helpful setting to have when adding the date field to a layout in any module. Not all date fields require the need to see a calendar - specifically on sub forms.
Email from Outlook not going into BCC Dropbox
We use Outlook and the BCC Dropbox plugin to get the emails into Zoho CRM. Most of the time this works fine however occasionally, an email does not end up in the Dropbox even though the sender has specified the BCC Dropbox in the BCC field of the email.
Email from CRM being Blocked or Marked as Spam by Google
In the last 24 hours we have noticed emails triggered by Zoho CRM are being blocked or marked as phishing by Google. Specifically the messages being block are ones that included a link with those links being replaced by the zohoinsights-crm.com domain
Developer Space Functions Showing Associated Even After Removing Association from Workflow Rule
I have struggled with figuring out how to properly disassociate a function from a workflow and subsequently delete the function. Case and point, attached screenshots show the function "Employment Field" associated to an automation action when it is no
CRM Custom Fields sort
is there a way, in functions, to pull the list of a CRM module and sort it by one of the fields contained within it so that you can use "for each" to go through the list by that field? I am trying to sort my list by one of my custom fields so that I can
Last move alert on opportunity
Hello Guys, I would like some help, I can't generate an email alert that an opportunity has not been updated for more than 30 days, can anyone help me?
Getting "ther
We recently noticed that events on our zoho calendar (for ONE USER) was not syncing to his outlook calendar. We tried to restart the sync, but now notice that we get the following error when we try to turn the integration on. Any ideas??
Time stamp incorrect time
Hello - The date of the auto time stamp is correct, but the time is off. I have set and double checked our timezone in the settings area. But the time stamp is off by at least 2 hours. I haven't really looked for sure. I need to know morning/afternoon
How to change the field lists for contacts in the account view.
On the account view, how do you change the fields that are shown for a contact. I want to show the title and the default is the Contact name, Email, Phone and Mobile. Thanks in advance, Ward
ZohoCRM API V2 /w PHP SDK 3 - INVALID MODULE
I'm trying to add a SalesOrder to Zoho CRM via the PHP SDK3. So far I have Zoho connecting, and I have successfully created a "Lead" based on the sample code. Now I am trying to get a SalesOrder created in the system but am hitting the exception: API_EXCEPTION
Community Digest - March 2022
Announcements Zoho CRM's design garage, Canvas gets a few new enhancements, including reusable components and style presets. Now, import subforms conveniently in Zoho CRM. Introducing the Wizard functionality in Sandboxes Zia notifications through different
Ability to Tab Down and Up vs Left Right.
I posted this earlier then deleted it, thinking I had found a solution but I didn't . I would like the ability in a section to designate Top Down tabbing while still retaining 2 column fields. Right now designating Top Down puts all the fields in one single column which isn't practical. Salesforce allows you to do this pretty standard feature. Would be nice if Zoho would also implement what seems to be a pretty easy alteration in code. So to reiterate. I would like to be able to tab down, then
Export Reports MAX 5 Per Day
Hello, Why do you put a MAX limit on how many reports you do per day? I have a very growing business and some days we need more than 5 per day? Can you please explain why Zoho limits these reports? Thanks
Contacts with same email id not synced between inventory and CRM
Hello, We are facing syncing issue between Inventory and CRM as some of our clients are using the same email id for contacts. So those contacts are not synched from inventory to CRM stating email id is the same. I already disable the option like said
HubSpot to Zoho -OR- Zoho to HubSpot
I'm wondering if anyone has any opinions on whether it's better to setup the integration in HubSpot or setup the integration in Zoho?
How can I get all related purchase orders on the same screen of the sale order ?
How can I show all purchase orders related to a sale order on the sale order screen?
Edit & Merge a Rejected Record
I have an Approval Process for a Data Admin to review any/all NEW Accounts being added to our CRM by any User, however, even with an Admin profile the Data Admin cannot edit the record before rejected nor can they merge the rejected record into the Master
Incomplete CRM Features - Share your feedback
Who of us have heard "We are currently working on this" or "We do not have any plans to work on this at any time", only to have 2+ years go by and it is not any further along.... despite a global customer base asking for it. Trust me, I am a huge ZOHO
Default views: Recently Created/Modified
Your "hard code" views that cannot be deleted or edited are missing a VITAL sort field in Recently Created or Recently Modified views for prospects, accounts, or job tabs: THE DATE! How can you sort by created date to see what's the newest? How can you sort by modified date to see what's the newest? You can't! Create a new view? No, that's just more clutter in the view dropdowns.
How can I create a mass mailing from the report results
Hi, I have a report which is using information from Contacts and Potentials. Actually, my report finds me the Contacts I haven't already mailed (via a custom field) and for whom at least one Potential has a closing date in the past. I would like to create a mass mailing to these Contacts only (resulting from my query above). I wanted to check if this was possible before upgrading to a paid account. Yet: - I cannot test mass mailing since it is not available from a trial account - I can't see right
How to map CRM's Deal Amount into new Project form's Fixed Cost value
Hi, We have a request regarding the integration from Zoho CRM to Zoho Projects (subsequently inclusive of Zoho Books). We have setup the integration CRM-Projects in Zoho CRM and mapped Deal Name to the New Project Form. However how do we map the Deal
set value in multi select lookup field
I have one module that has a multi select lookup field that is linked to another module, in the first module i want to be displayed the value of a diffrent field of the other module, For example i have module "Classes" and module "Teachers" and i have
change lead owner importing from Zoho Social
Hi, we have connected zoho social with zoho crm for facebook lead ads. The import is working, but the lead owner is the user who configured the connection, not the real agent for those leads. How can we change it? We tried using automations but didn't
Language translation in webform
Is it possible for your webform be translated based on user location? OR even by the user selecting the language preference?
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