New Open Activities Module is TERRIBLE!!!
Does anyone else think that the new "Open Activities" module in Zoho is terrible?? It used to be really easy to close out tasks by clicking the green "close task" button, but it's no longer there? Zoho - can you please bring this back ASAP?!
Custom Button function - changing Lead Owner
Good afternoon. I have a Custom Button called 'Sold' on Leads. The idea is that when a Lead becomes a customer, the button is pressed and it generates all of the correct information into the other modules. This all works fine, however I would also like
Where is Functions located?
Hi I just upgraded to paid professional, I cant see functions in my developer space, how do I access it?
what's the funtion of Case Escalation Rules
Hello, Could you tell me what's the funtion of Cases-Case Setting-Case Escalation Rules. On "Case Escalation Rules" page, I have set Case Escaltion Rules, but I don't know how it work, what is the function of it? Thanks.
Create Section - not showing up
Hi, i created new Custom Fields and then created a new section on the page layout for leads and put the new custom fields in the new section. However the new section does not show up on the page layout when i go to leads ?
OAuth2 API: Better document oauth/user/info
Hi there! I have been searching for very long time now to find out how to get some current-user info after a successful login. This piece of information is rather important when it comes to integration with other services. And after I finally found it, I ran a Google search on it. It is just mentioned once in the documentation, as an example request to demonstrate how to use the access token. This should be documented as the other endpoints: Description Request Response With best regards and have
Numbering Venues/Locations
Hi, I have 56,000 Venues/Locations (a module). I want to give them all a number within a field. What is the easiest way to do this please?
How to add a CC Field in an Email Template
Team, I have the below business problem Due to requirement of the regulator on compliance - I would need all my automated emails (Triggered by workflows) to have CC address to one particular ID. Currently neither the workflow manager nor the Email Template
Enhancements in Email Notifications
Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the email
Vertical CRM
Hello, Can i export the application developed on Vertical CRM ?
CRM Lead scoring wiht Marketing HUb
Hello, Does the new multi scoring system pull scoring data from Marketing Hub or only Campaigns?
Where to store details
I am coding in C#, .Net Core v6. I have this code in an (my) API Application that will be used by another application (or possibly multiple other applications in the future): Token token = new OAuthToken.Builder() .ClientId("1234567890") .ClientSecret("2345678901")
Zoho CRM convert lead api not working for me.
Hi Zoho Community I want to use Zoho CRM's convert lead API in our backend server to convert lead to deals. I am passing the following input: { overwrite: true, NotifyLeadOwner: true, Deals: { DealName: "Sanika
Zoho CRM with Servicenow
How to Configure Zoho CRM with Servicenow?
Mixed users?
Is it possible to have have a mixture of user types? We have some users who only need to view data occasionally so the Zoho CRM Professional edition is a little extreme for our needs. Could we have free users as well as the current Professional users
Not getting access token
I am coding in C# .Net core 6. I have installed the SDK (ZOHOCRMSDK-2.1). I have this code in program.cs: var logger = new Logger.Builder().Build(); UserSignature user = new UserSignature("user@email.xxx"); Com.Zoho.Crm.API.Dc.DataCenter.Environment environment
Hide / delete default dashboards
Hello, is there a way to hide / delete the default dashboards in Zoho CRM? Or even move them into a separate folder?
Editing, Deleting or Hiding Public Dashboards
Apparently the system comes with a Dashboard folder named "Public Dashboards" which contains 7 dashboards as follows: Lead Dashboard Accounts and Contacts Dashboards Potential Dashboards Campaign Dashboards Case and Solutions Dashboard Product Dashboards
Found 'TEXT' but Expected 'NUMBER' for the function 'get'at lineNumber 9
Hello, I am getting this error: Found 'TEXT' but Expected 'NUMBER' for the function 'get'at lineNumber 9 With this formula to add the total value of sales (deals module) into a customer field Email = Email.toString(); resp = zoho.crm.searchRecords("Deals","Email");
Creating a field to add the Month from a Date field
Hi All We have had requirements in the past were clients needed a field to show only the month from a date field. This is a common requirement for fitness centres or other businesses needing to show a report on things like 'Client Join Month'. This can be achieved by adding a Formula field to your module (leads, contacts, accounts etc) in CRM. Here's is the nifty formula to add to the formula field: If(Month(${Contacts.Join Date})==1,'January', If(Month(${Contacts.Join Date})==2,'February', If(Month(${Contacts.Join
Believe Workflows don't execute on more than 3000 records
Hello, According to this help page: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules#Execute_Based_on_Date_or_Date_Time_Fields_Value "You can set an activity to recur every month
Is it possible to show Sub-category based on Category in Picklist ? Or May be using code for dropdown.
Is it possible to show Sub-category based on Category in Picklist ? Or May be using code for dropdown. How ?? Let me know if required any details...
Deleting duplicates/sending mass email to accounts
Help please :)
Bulk Update of Currency Exchange Rate History
Hi, Is there any way to bulk update of currency exchange rates (via screen or import or api etc.) ?
Charts in the new Reports Module
The new version of the Reports module seems to have removed the ability to add a simple Chart to a report, which means the only method for visualising Data is through Analytics, which still has a limit on how often you can refresh the data - every 3 hours
Add merge fields into workflow task creation
It would be vice to have merge fields available for in the creation of new workflow tasks. Example. I have workflow task setup to be generated when a new case is created. Like the e-mail template, it would be nice to have the ability to insert merge fields in the description section and the subject line. This way, when the new task is created it will have a few bits of information concerning the case it is related to. I know that the task will have a link to the case, but as a quick view, it is convenient.
Sandbox API access
I have created a Sandbox environment. I have got the Postman Rest Api collection as per https://www.zoho.com/crm/developer/docs/api/v2/api-collection.html I added a "Self Client" at https://api-console.zoho.com/ and then generated a Code (and selected
Downgrade from Enterprise to Professional
When I downgrade, what happens to any Custom modules I have created, do they stay in CRM or are they deleted ?
Contacts report to include mailing address from Account
Hi all, I want to run a report for all contacts in my DB for mailing purposes. I want the report to pick up the mailing address from the account each contact is associated to, unless the contact has their own dedicated mailing address. Can this be done?
Zoho CRM and Dropbox Custom Functions and Usage
Hey all, Looking for input and advice with Dropbox/Zoho integration. I'm looking to do more than just create a folder every time a lead/deal/contact/account is created. I'm looking into custom functions to use with dropbox, like moving, deleting, and combining Dropbox folders and items for customers. Anything I can get for insight on the basics of function writing for Dropbox is welcome. A few goals I'd like to accomplish: Move a Lead's Dropbox items to their new deal folder once a lead is converted
Can't add user to Ring Central integration
I have one user, a new user who I can't connected through the Ring Central integration. When I go to Manage Users and add another user, her name doesn't pop up. I have checked and double checked her security settings and they match the other 5 users just
Introducing Dialpad, Xoxoday, Elevate, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Workflow rule : Updating the
Hi All, Initially, my plan was for the sales rep who disqualified any of the leads; the leads will automatically go to another sales rep which I put customer service as a sales rep so that the sales rep cannot claim their leads anymore. However, I also
Use SQL Server for Token Persistence
I need to use SQL Server, not MySQL, for token persistence. I have seen that I can create a custom persistence, but I'm not sure how to implement the various methods. Is there any example code available?
Validation rule that excludes comma but allows fullstops
I have a field that needs to allow just numbers and fullstops (as could be long decimal) and have tried using the validation rule contains - ,,/,£,a,b,c,d,e,f,g,h,i,j,k,l,m,n,o,p,q,r,s,t,u,v,w,x,y,z I chose these as they are the most common things entered.
Custom Button
Good afternoon. I'm currently trying to program a Custom Button to convert a Lead into a Customer. I have it at a stage where it works, the Lead remains in place and a Customer is created and the information required is transferred, however I'm having
Zoom CRM Extension
Is there any functionality in this extension that works with Zoom Phone? Or syncing contacts between CRM and Zoom phone?
Kaizen #20 - Node JS SDK
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the Node JS SDK. What is the Node JS SDK for Zoho CRM? Node JS SDK allows you to create client Node JS applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. What can you do with the Node JS SDK? Exchange data between Zoho CRM and the client application where the CRM entities are modelled as functions. Authenticate
Mailchimp Campaigns sync to Zoho
Good day, I have installed the Mailchimp Extension for our Zoho CRM Enterprise Edition. I have synced everything and I have added all the needed information. The one thing I am trying to figure out is how do I sync the campaigns reflecting in Mailchimp,
Pre-filled products for Quotes / Invoices templates
We sell a few basic items with every order and then we try to sell add-ons. Currently when we create a quote we must start every order from scratch and place the 5-6 basic items on the form just to get started. Is it possible to have a template creation
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