Print Zoho CRM Calendars
Why is there no way to print a calendar in Zoho CRM? There should be a basic means to print a daily, weekly, or monthly calendar just like other calendar programs.
Not Able to Use Related Module Data in Criteria/Condition of a Workflow Rule
When I run a report, I can select a related module to use in the criteria when running the report. However, this does not seem possible when setting Conditions/Criteria in a Workflow Rule. Why? I am creating a workflow rule on the Deals module. However,
Is Zia Voice AI able to be Used with Headset with Microphone?
Hello, I would like to use Zia Voice in the CRM, but I don't see where I can configure it to recognize voice commands through my headset microphone.
Error lookup for account searches
Hello, When trying to launch a new task with the "Related To" field linked to an Accounts record, the search icon (magnifying glass) does not open the popup screen to search the record. If I use the "Related to" field to link in other modules, the search
Add Lead Source as as standard field in Accounts module and enable automatic updates of Lead Source values accross Leads, Contacts, Accounts and Deals modules
1. please consider adding the Lead Source field as a standard field in the Accounts module. Most of my B2B clients use a custom picklist Lead Source field in the Accounts module. 2. When you go to Setup>Customization>"Modules and Fields" and update the
Adding a Quote Item by Product Code and not ID using Python SDK
Hi. Using the Python SDK Record Operation examples I have been able to create a Quote with a line item (product) using the product's ID. But as we are going to be feeding data from an external application that will have matching product codes and it
Get Image Upload field images with NodeJS SDK
Hello, We are trying to fetch the images uploaded through the Image Upload field and display these images on our website photo gallery. How to fetch the Image Upload field images with NodeJS SDK? Best regards, Tiemen
Lookup Field Criteria
Does anyone know how to set the "Lookup" field criteria? We have a "Lookup" field for "Accounts" in our "Leads" and "Potentials", and it's used to select companies we work with...the problem we are having is that it's showing all our Active and Inactive
Upload error .pdf file
Hi, We keep getting this message "upload error" in the organization when trying to upload a pdf to an opportuniti (either as an attachment or as an attachement in a note). Already checked storage and ther are 10Gb left. i am using Chrome Versión 99.0.4844.51
Refine lookup search not working for specific type of user.
Hello, Since this morning, our team don't have the possibility to select a product in a lookup field. This is happening only to a certain type of user, and not for every (For administrator, everything works well). For some information, like the product
How can I choose the Zoho Survey collector for embedded Zoho Survey links in Zoho CRM email templates?
I have a Zoho Survey with three collectors. One is closed and two are open. I have an email template in Zoho CRM that is used to email to the contact on the CRM record a link to the survey. It uses a button of Link Type: Zoho Survey. I have selected
crm desk integration - tickets associated to accounts
when crm desk integration is enabled, the tickets are displayed in crm under accounts and contacts. What parameter is used to associate tickets with accounts contacts? Is it email of the contact in the ticket in Desk? if yes, can it be changed?
Sales Leadership Webinar: Handling customer experience challenges for a new workforce
Over the past several months, the pandemic has changed the way we do business forcing companies to rethink how they manage employees and how they engage with and service customers. Many organizations define and document the customer and buyer journeys to identify and understand pain points better and create a smoother customer experience. Join us for the latest in our Sales Leadership webinar series where guest speaker Reza Kamran, Senior Director, Product Marketing at Intermedia discusses how companies
Auto Create Meeting based on Date/Time Field and follow record change.
We have a set of information that we would need a meeting created off of. This is a screenshot of the data types that our zaps pull in. This would be specifically for the lead module. The important meeting title would be named something like (meeting
Zoho webinar recordings
I often see the advertisements for the Zoho Webinars while using our programs, and they all look really good. Unfortunately in my time zone, these webinars take place at 3am. Are these recorded and uploaded anywhere to watch at a later time?
How often does Zoho CRM mobile app sync with the desktop site?
How often is the Zoho CRM mobile app updated and synced to the desktop site? Is there a way to force a sync to the desktop site instead of waiting around for it to automatically sync? I found some information in another post below but it doesn't answer
Ringcentral and Zoho - Calls logged multiple times
Hello, We're in the process of migrating to Zoho and have migrated over to Ringcentral as part of that process. We require some assistance regarding the setup and call logging for a multi user office environment. What we tried: We first tried setting up Ringcentral with a Call Queue. The main number would call the other extensions in the queue What the problem is: 1. The problem with this configuration is the Zoho logs the incoming call as a call to each extension. Since only 1 person answers the
Zoho CRM: Automatically add emails sent to an email address as leads?
Hi, I'm trying to add any emails sent to one of my aliases on my Zoho Mail email as leads in Zoho CRM automatically. This email address is only for incoming potential leads from some ads I have placed online. I couldn't find anything in CRM itself and
Auto-Linking Emails by Deal Prediction Mechanism - Unable to Disable Feature
Hello, Our team is experiencing consistent frustration with the email association feature within Zoho CRM. The email association model works well when we only have one deal per customer, but fails miserably when we have multiple deals in progress with
Each 15 days send mail
I have a contact lsit and I want to send them mails. Case:Each 15 day send them a mail but not send to mail who was in the list which are in the first 15 day list. Example :Today I have 45 contact and I send 45 contact email after 16th day I have 54
Hide Products from Sales users.
Dear Zoho CRM Team, Is it possible to hide products from users or user roles? We would like to be able to add vendor products so they could be linked to purchase orders, but we don't want the sales team able to use the products on an order form. Is it
Can you revert a Contact back to a lead?
I have a new user who imported a lot of lead data in as existing contacts. I am trying to get people to follow the process but this kind of side-stepped everything and now my reports don't work for following up leads... Thanks in advance for any gui
Error on update task
Hi, this is the code quest_order_record = zoho.crm.getRecordById("Quest_Orders", ID, "mycustom");// info rec; doctor_name = quest_order_record.get("Doctor_Name1"); info doctor_name; mp = Map(); mp.put("Doctor_Name1", 4594870000020569119); info mp; update
Zoho CRM E-mail missing
Hello there, the issue is pretty simple but incredibly annoying for us. Basically we can't see ANY e-mail we sent from zoho crm. As you can see in the picture, there are no e-mails but there should be plenty and...It's the same in every contact page.
Lookup Fields - Word of the day #65
The lookup field helps in establishing a relationship between different modules (linking two different modules: e.g, Accounts with Contacts). For example, say some of your contacts refer more leads for your business. You want to know which contact referred
Sell on the Go with Zoho CRM
Sales are all about closing deals and generating revenue. It is not something that can only be accomplished by making calls or sending emails from a desk. Many times, you have to travel as well. When you are on the road, you will need a CRM mobile application
Having trouble with the Node JS SDK Version 2
I am suddenly getting an error: UnhandledPromiseRejectionWarning: TypeError: responseObject.getFields is not a function. I have never had this error before and my customer portal app has been running perfectly for weeks and now it suddenly just broke
CRM - Integration Tasks will Consume API Credits [2]
Hello everyone! As you all know, we meter the API calls based on the credits available for your edition of CRM. We planned to include the integration tasks (which are nothing but the wrappers for CRM APIs) under the API Credits. Here is the related post.
Import Sub Module on Custom module
I have create a custom module. This module have a head fields and some row elements. For the row element i have use a Submodule. It works but i can't import or export datas for sub module My Excel's file has X columns for head and Y columns for SubModule
Problem migrating Account Owner with Accounts from other CRM
I am trying to migrate account data from another CRM using the Data Migration function within Zoho CRM. The Sales Rep field in my source data is mapped to the Account Owner field in Zoho. However, the data does not migrate and I am alwys listed as the account owner. I have tried 3 accounts using 3 methods for Account Owner Id – User Name, Zoho User Id (zcrm_3...) , and email address associated with the user. Users were created manually within Zoho. The migration completes successfully but always
Subform Aggregate Formulas
I have a CRM subform with an aggregate sum at the bottom called 'Total Units' I want it to exclude units from the sum if they are of a particular type and show these on another aggregate sum. I can't fathom how to do this. Within the aggregate field
Forms - Using Forms the comes with CRM+ vs. paying for Forms and integrating with CRM+
Hello, I'm new to Zoho CRM+. We are moving over from a different CRM where I had a lot of forms created and imbedded in my website and I'm looking to do the same with Zoho. The forms included in the CRM+ seem very limited as far as customization in comparison
Create an automation for Web Whatsapp in webhook
Hi all, may i know how to create a proper working webhook / worklfow to send a whatsapp using https://api.whatsapp.com/send/?phone&text ? I mange to create with button without problem. But not in Webhook. Thanks
Recovering from data loss / Backups
Does Zoho's support team maintain their own backups of customer data? Lets say tomorrow that a disgruntled employee of mine decides to delete a large amount of data and vandalize my Zoho CRM account - they insert junk data / nasty comments into random account records, they wipe out notes that we made, they edit records and put junk into the text boxes, they delete records etc. Or... lets say that me or somebody I hire to administer the CRM mis-clicks and accidentally deletes an entire custom module
Exception in Monitoring Server? Outage?
Hello, It looks like some of our Canvas features and our Calendly extension directly communicates with https://tipengine.zoho.com/. This component isn't listed on the Status page for all the other Zoho operations. Do we have an ETA of when it will be
AUTOMATICALLY add the photos
" Is there any way to AUTOMATICALLY add the photos to the leads? It would be OK even if we had to import them and update the records. This one-at-a-time system is archaic. " Hi, is there anything new on this topic?
Relay configuration issue
We are receiving the attached message. Please help us resolve this issue. I noted the text in the sceenshot here as well in case you can't open in. Hello, The Relay Configuration for the domain staffleasing-peo.com and feature Mass_Email has failed
Internal exception when using postUrl.
Hi, we are triying to make a POST request using a custom function. We have the url, encoded with encodeUrl() and a map with the header parameters (including the access token). Our function takes some information about a lead as parameters. So, we have something like: hdr=map(); hdr.put("key1","parameter1"); hdr.put("key2","parameter2"); url = "https://something.com"; url = encodeUrl(url); response=postUrl(url,hdr); text = response.get("responseText").toJSONList(); info text; We Error at line number:
Including {"trigger" : ["workflow"]}) into your function
Hello. I want a field which is updated by a custom function to trigger a workflow. I've read that I should include {"trigger" : ["workflow"]}) into the function. Where should I put this line the following function? Should it be placed at the last line?
Best way to have contact update their own info AND control the update.
Best way contacts can update their own information? I understand I can email them a link to a form. I'm really asking about the approval process after. Once they've updated, how should we set up checking the updated info before it goes into the system?
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