Bug: tel anchor in email signatures on ZOHO CRM
Hello, We are unable to set telephone anchor in CRM Signatures. eg: <a href="tel:999999">99999<a> After we hit Save, the anchor is removed. We are allowed to insert only href & mailto anchors.
CRM Form not collecting data when compleated on mobile
Hi, I have a CRM form on my website that is collecting data from our clients to then be used to generate a report. When completed on desktop, the information from this form syncs with CRM and I also get an email notification. However, when completed on
I have an UnAuthenticated Connection
Hello, I work on Zoho Deluge to create an automatic program, and to discover Deluge, I test program. I want to get data from Zoho and I use this code bellow : response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/Participants" type :GET connection:"disconnect_user"
Error: Email can't be sent using this from address --- zoho.loginuserid
I have a custom button that calls a function which sends an email using an email template. The button works as intended, but only with the from address zoho.adminuserid. I want this email to come from the user pressing the button, but when I set the
Gotomeeting in the CRM mobile app
There is no option to schedule an online meeting with gotomeeting in the mobile app Where do I enable this?
Trigger task when Specific Task is completed?
We want to automatically create "Task B" immediately after "Task A" is marked as "Complete". Can this be done without using a a field value to trigger it?
"Reporting To" on vendor contact
Is there a way to enter "reporting to" information on vendor contacts? Whenever I try to do this, I get an error message that the contact has to be associated with an account. Vendors have reporting structures too, so I would think there must be a way
Mobile Number Is a Hyperlink?!
By The Grace Of G-D. Hi, I Tried adding the mobile number as a parameter in a URL (Using Email Templates) and it has HTML tags that are breaking the URL. Why is it a Hyperlink?
Spotlight #2 - Overview on Zoho CRM's Portals
Hello everyone, In today's post, we will give you a brief overview on Zoho CRM's Portals. Portals serve as a gateway through which you can give your customers, vendors or partners an easy access to the CRM modules and some of the associated data like products, inventory, quotes and so on. Also, based on the accessibility permission the users can create, edit or view the data in these modules. Benefits of Portal Portals can be beneficial to your organization as well as the customers in many ways.
COQL Quote Query and Product details
Hi I am trying to establish if it is possible to use a COQL Query to collect Quote details along with the Products on the Quote. However, I cannot see an API name for the Product Details so I am assuming I have to use the related list somehow. Unfortunately
Round up a function field
Hi, Is there a way of rounding up a function field. I.E if the result of the function was £120.333 it would return £120.34. I need this to work out payment plans when spread over a number of months and it needs to round up when an odd number or recurring
Can we receive emails in the Zoho CRM with the free account?
Hi, we did not manage to utilize the 2 weeks of the free trial and test the platform fully, thus today we played around it and we tested some of the features. We would like to know if we are not able to receive email notifications through Zoho since the
How to customize CRM activity (task/meeting/calls) pages?
Hi, how do I customize the details shown on the CRM meeting detail page? It doesn't make sense to me that other module views can be customized, but this one can't?? I have specific meeting details that need to be shown on the screen during the meeti
Zero in on your unattended records through time-tracking filters
Hello folks, It's that time of the week again, and here's another handy tip for you. You know advanced filters have plenty of benefits, and using them has always helped you get valuable sales information in double quick time. Here's another useful filter you can use, which will ensure that none of your leads are ignored. You're a sales manager who's relying on your team to give you a number of leads. While your sales reps work hard on generating and converting as many leads as they can, certain leads
Select multiple values under a single filter
Hello, I am trying to filter my clients based on their location and some of my clients have multiple locations. How could I filter to view a list of all companies that could be either say UK OR France based? As of now, I can only filter one country at a time. Regards,
Using CRM for Life & Health Insurance tracking policy renewals and commissions
I don't see any new conversations regarding this - who out there is using CRM for their Life & Health Insurance business? I would like to get a discussion going on solutions you have come up with specifically for tracking your health insurance (Medicare)
Turning Off Notifications for Meetings
Hi, I'm using Zoho CRM to set up meetings with clients, and Zoho is sending reminder notifications for meetings even though I didn't set up any reminders. Is there a way to turn off all reminder notifications for meetings?
I want to update my lead status to "converted" when I convert my lead into contact/deal
Hi Community, I wanted to use a workflow to make this possible but I don't find the trigger "is converted" for leads in a workflow. Is there other way to do that ? thank you! Seb
String manipulation in client scripts
I don't know what is going on with client scripts. ZOHO has so many "almost there things" that you have to resort to so many workarounds... the latest one I found is client scripts. So I have been trying to work with it, I wrote a short script var deal = ZDK.Page.getField('Deal');
How to use NodeJS in a CRM widget?
I created a widget in Zoho CRM which uses html to function. I used the CLI (using zet) to create the widget in my local environment. The issue is that I'm trying to execute a piece of code in NodeJS that adds a new item to an AWS S3 bucket but it doesn't
Auto Close Tasks
Maybe I've been too busy but I cant seem to know of or find a way to auto-close tasks. Ex. When a certain task is done there is a flag that flags the task to close. This would save a lot more time. I find that half my work is going in and closing tasks after the task is done.
Node JS SDK V2, searchRecords using a custom field as a search parameter
Hi! I'm making a Node.js app that connects with Zoho CRM with the ZohoCRM Node.js SDK Version 2. I need to search records from the CRM using a custom fields value as a parameter. I'm guessing this can be done but couldn't find any documentation on how
Where do I enable GoToMeeting in the mobile app?
We need to have the option of an online meeting in the mobile app, specifically gotomeeting, but I don't see how to enable it where is the integrations for the mobile app?
Cannot Attach Files from within Google Drive Folders
We maintain a highly organized directory of customer information in our google drive, comprised of thousands of individual folders. We need to attach certain documents from within these folders to various modules in Zoho CRM, but when attaching a file from google drive it only allows us to see/attach items that are stored in the main google drive directory. I would sooner give up our CRM than our Google Drive document structure, so there must be a way to attach these files without needlessly wasting
Cavas View does not open when clicking from a related list or some lookup fields.
Hi there, We've been using Cavas for all our modules for a few months and it's great. It really improved our productivity and made it much easier for everyone to use our CRM system. However, even though the Canvas View that we created have been assigned
Minor Enhancements in Multiple Scoring Rules
Dear All, Greetings! We have made two minor enhancements to Multiple Scoring Rules. Using custom modules in scoring rules: Currently, scoring rules can be configured for Leads, Contacts, Accounts, and Deals modules. Hereon, you can configure rules for
Relate Products to other Products
Is it possible to relate products to other products? I want to view a Product and see it's related parts (also products). One part can fit many products and one product has many parts. When I try to add a multi select lookup field in the products module
Is it possible to use a worflow with a lookup field ?
Hi Community, I have a LOOKUP FIELD in my DEALS that is related to PRODUCTS module. I want to make a workflow according to the result of this LOOKUP FIELD. I don't find the option in the workflow thanks for your help
Import/updating into Zoho CRM skiping blank cells
Hey everyone i have a question. Is it possible to import/update existing records into zoho crm? but with a catch. Normally i know i can import -> update current records -> use this column as main etc But i have an excel file with different data in it
Can a workflow create a Meeting in CRM?
Hi, I am looking for a workflow to create a meeting when there is a specific field update in the deal module. Tasks are created as an instant action, but is it possible to create a meeting? Thank you
App Spotlight: Zoho CRM 2 Google Drive
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Zoho CRM 2 Google Drive Easily manage your company's Leads and Deals folders
Keypad dialer needed for Twilio in Zoho CRM/desk/recruit/etc (Phonebridge)
I really wish when I click on the phone symbol in the bottom right corner of zoho crm it would open up and show a full keypad so I can make calls inside zoho crm (using twilio) to phone numbers that aren't leads, contacts, tickets, prospects, etc. I pay
Error with character count in CRM Templates
This is for anyone having issues with Templates in CRM showing an error on the character count. I was getting an error regarding my character count. Templates has a 200,000 character limit. My document was only 2300 words and it was producing the error.
AutoRefreshFields and PickListValidation settings
I am pretty sure I got this from an example somewhere: var config = new SDKConfig.Builder().AutoRefreshFields(false).PickListValidation(false).Build(); new SDKInitializer.Builder() .User(user) .Environment(environment) .Token(token) .Store(tokenStore)
Choice Matrix in Zoho CRM
Hello, I would like to know if it is possible to create a matrix of choice within a layout in Zoho CRM, the same can be created in Zoho Forms. I want to integrate the CRM module with a form.
Automating exporting and importing data into Zoho CRM
Hello everyone, I hope you are all having a nice week. i am new to zoho and i hope this question is placed in the correct section. If not then i am sorry. I have several questions and if i can take a bit of your time i would be very thankful :) 1st here
Internal server error
Hi, I was using php sdk to create some records in sandbox CRM, but I got the "Internal Server Error". Zoho API reponse returned 500. Here's the snapshot with more data debugger This SDK has always worked for me, but today I keep getting this error. Do
Using Zapier to create Quotes from Zoho CRM
Hello all, I want to use Zapier to create quotes in Google Docs. I have managed to use Google Tags successfuly {{tags}} so I can populate variable data. The only thing I cannot solve is the creation of a table with product and prices. If the quote has
Email Templates including Meetings Merge Fields
I want to manually send reminder emails to Contacts using Email Templates that merge data from the Activities module. Zoho does not allow me to send emails from a template from the Meetings Module, even though it allows me to create email templates from the Meetings module. Any suggestions? Thanks! Example of email template that won't work: ${Contacts.First Name} I still need you to complete your INTAKE FORM prior to your consultation with our office. As a reminder, your appointment with our office
Maximize Your Potential as a Sales Representative With Zoho CRM
Most of the sales representatives are not so fond of using a CRM solution. The reason behind this is that the sales representatives enter the data manually and spend multiple hours making reports. They also claim that CRM is not so user-friendly. The
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