Populate a dropdown list from an API source?
Hello, I would like to populate a dropdown selection on for a new lead based on a list of choices from an outside API source. Essentially we will be selecting the type of vehicle a new lead has based on several filtered dropdowns. Select the Maker (i.e. Ford, GMC, Dodge, etc). Select the Model Select the Year The list is very large and is updated constantly due to new vehicles coming out. Is it possible to do this?
Sub forms field limit
Hi, The maximum number of subforms in a module is 2. I need more than that. Could you please increase our limit? Also, the maximum number of fields inside a subform is 8. In Zoho Forms, it is 20. We'd need the Zoho CRM's subforms limit to at least be 20 so we can correctly integrate Zoho Forms with CRM. Use case: Our client is filling a commercial mortgage application. He needs to fill in a subforms all of his current Real estate assets. The subform, located in Deals, then triggers a custom
Auto Add Tasks To Won Deal
Hi there, I have a set list of tasks that needs to be completed after a deal has been won. Is there anyway I can set these up to auto-generate after I've confirmed a deal has been won?
How to add a button to an existing related list in sigma
There is an existing relationship between Deals and Quotes that is built into zoho crm. We have made a button in sigma that will create a sales order and launch the associated creator app with the id of the new sales order. This is visible from the Quote
Why do I have same related List two times on the Contact Page
hi i linked the products as related list in Contact. But my problem is that Products is showing two times as related List (Photo attached), they looks to me independent as when i assign products they don't show automatically in the other list.. When
Use Custom module as Products Module.
hi We are using the Zoho CRM for Real Estate company. We sell property (products) to contacts. I tried to use the Products module to store all the property detail. but the problem we faced is that we can not have Many-to-Many relation between Contact
Adding user field to Sigma extension or allowing access in Creator
In Zoho CRM it is possible to change the owner of a sales order, however outside of the CRM it's not possible at the moment. To work around this we have been trying to put together a sales person form in the CRM that will allow for an intermediary table.
Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
How to recieve notifications for inbound emails sent on Alias email in CRM
Summary: I want Zoho CRM to notify me whenever I receive an email on the main email domain or its alias email address Hello, I have configured a domain email 'info@abc.com' via IMAP in Zoho CRM. Any emails received on this email address send me a notification
FAQs on Multiple CRM Organizations - Post your Questions
Dear All, Accessing multiple CRM accounts using the one login credential provides administrators and users an easy way to login to different accounts. Often organizations maintain more than one CRM account to manage business, sales, and customer data
PBX/VOIP systems
Hi, my client is looking to switch PBX/VOIP systems to one that will play nicely with Zoho CRM's Phone Bridge. Can anyone suggest a good PBX/VOIP system that works in TURKEY
Update a date field using a function
Hello all, My sales team wanted me to create a button in order to log calls easily. Now my function works fine, but they want me to add couple of lines so a specific date field would be filled automatically after the activity is created. Note that the
recipients/clients not receiving emails
Every now and then recipients of our emails, mostly our clients, do not receive the emails we have sent them for a period of time - for days at a time, sometimes weeks. Unfortunately we do not get any messages stating they have not received them, and
Consolidation of the list of sent / received emails in Zoho CRM
Hello, In Zoho CRM, it's possible to see all email associate to contact and account. But, the source of email must be, from CRM, from IMAP, From IMAP user XXX, from IMAP user YYY It's difficult to see all interaction beteewen the customer, and all
Elegant Comparator - Compare Among Users - Select Current Logged In User
Hi, I want to add Elegant Comparator component - With Compare Among Users and in the Select User Option, I want to Specify Logged In User. Please help. Thanks
More Custom Lookup fields
I need more than 5 custom lookup fields. I see that in the past you could have 10 - but that was reduced to 5 so that you can have 5 long integer custom fields. I do not need the integers, just the lookup fields. How can I get more?
Customer segmentation
Hello, Is anyone else having trouble segmenting their customers using CRM? Everything is fine except for frequency. I am segmenting the accounts by the invoices, and I want to use frequency like amount purchase per year. But the only option is total amount
CMS Customer Account Integration into ZoHo CRM
Hi There, Long time reader, first time poster. Q: I have a customer wishing to have their customer accounts created on their website to be stored in ZoHo CRM but without storing any personal details on the website CMS. This would require functionality
How to use a mailto: in Canvas?
How to use a mailto: in Canvas?
Change Layout Field Automatically after 2 weeks.
Hello, I have a field in one of my layouts that I would like to be updated automatically. For example. If a set the field to "Waiting for return", I would like it to change to "Lost" automatically after 2 weeks has past. Is this possible? Thank you.
Community Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500
Potential Contact Roles not working - Eg. Unable to associate contact with a role - Roles not displaying
Hi there. Please note that I have renamed my "Potentials" to "Jobs". I am unable to whilst working within the a Potential (Job) to associate contact roles with an associated contact. I have created a potential (job) In that potential I have added a contact the contact is displayed under the section marked Job Role I should be able to therefore to associate a job role with that contact. however When I click on the "edit all" neither Job roles or the Contacts are there or if click on "add contact roles"
A simple flow of tasks contingent of the last task ...should be pretty simple.
I have a set of 5 tasks that I want to happen for a specific module. Task 1 to happen today. Task 2 to happen 5 days after task 1 is actually completed. Task 3 to happen 5 days after task 2 is actually completed. Task 4 to happen 5 days after task 3 is
How I run a function across all the records in a module?
Hi All! I am trying to figure it out if there is a way to apply a function across all the records in a module. It has a different number of uses cases, but, as an example, lets say that I want to make a function that checks a value in the record, and,
Unable to delete individual Activities in Google Chrome
Unable to bring up the delete confirmation panel when attempting to delete individual activities in CRM from the activities detail page. This function works correctly in Safari though. The only way is to go to the activities module list and try and search
HTTP Status 401 - Unauthorized Access
Hello, I just signed up our company with Zoho CRM. I followed the confirmation link and attempted to login to the CRM site. We get the following error page on two different computers running IE and Firefox. HTTP Status 401 - Unauthorized access type Status report message Unauthorized access description This request requires HTTP authentication (Unauthorized access). Apache Tomcat/5.0.28What do I need to do?
Zoho CRM C# API LogIn
Hi guys, I hope you can help me with this one: I’m developing an App using Unity3D (the game engine, which uses C# and JavaScript) and so far I’ve been able to access the Zoho CRM API correctly, getting refresh and access tokens, making GET and POST requests.
Focus Group webinar - Multiple Sandbox and newer Sandbox enhancements
Edition requirement Enterprise and above, CRMplus, Zoho One Feature restrictions NA Feature role Amongst other things, Multiple Sandboxes provide multiple testing environments for different users in an organization Webinar details 14th December 2021 Session
How to Copy records of Products (related List) from Contact to Deal module
Ii have created the the Products as related list in Contact and Deal module. I am not able to fetch the record from Contacts Related list "Products" using the below code. it is showing an unwanted record from Products. RelatedProducts = zoho.crm.getRelatedRecords("Products","Contacts",contactID.toLong());
Task Priority Sort
Why does the Task priority default to an alphabetical sort? The result is on a desktop (PC or Mac): High Highest Low Lowest Normal Clearly this is not what is expected with these definitions. In the iPhone app, these sort as expected: Highest High Normal Low Lowest I have tried customizing the sort priorities in field customization, and NOT checked alphabetical sort, then mass updated all of my tasks, but they still sort incorrectly. How do I get the desktop sort to function the same way as the iPhone
Contacts inherit Notes from Account
How do I get Notes from the parent Account to populate when viewing the child Contact?
Looking for a way to move my Successful sale towards a production pipeline
Hi, I am a salesrep for a german manufacturing company in germany and I work with Zoho Crm. I am looking for a way that I can move the client I closed a sale with to a pipeline that helps the company keep track of orders and shows the client the status
Zoho CRM Lead recognition and association with existing contact is broken
Zoho would normally generate a new lead from an activity, such as a website visit or chat, if there a contact (by name/email) did not exist in the CRM. If the contact existed then the activity would be added to the record. However, I have noticed that
ZOHO CRM Sandbox Upgrades
Hello, Since our team started to implement more and more complex CRM projects, we came across with some limitations when using the CRM Sandbox, so here are some ideas/upgrades that will make a CRM developer more happy! Allowing data from the main CRM migrate to the Sandbox for testing purposes; Allowing modules developed in Creator to work in the Sandbox like they work in the main CRM Possibility of creating different Sandbox, like the competition allows, a kind of snapshot of the current CRM version;
SANDBOX DEPLOYMENT REPLACED ALL PICKLIST CRITERIA WITH IDS!!!! YES, I'M YELLING!
I spent the better part of three days configuring our sandbox rules. Today I deployed to prod and now all of my workflow rule criteria needs to be reconfigured as the picklist value has now been replaced with an ID. So NONE of my workflow rule work since
Unable to receive verification code on zohomail for setting up organizational email address on zoho crm
Hello, I am trying to get my domain email verified within Zoho CRM but no matter how many times I resend the verification code, it never shows up in my Zoho Mailbox. The SPF and all that stuff have also been verified. Secondly, within Zoo CRM, from my
Mapping Dependency Fields - Unable to edit inline
Hi I've created 2 Dependency Fields & mapped successfully, however I notice that the Parent Field cannot be edited inline (ie there is no edit link next to the field on record view). You physically have to edit the whole record to choose a value in the field. Why is this and is it necessary to be like that? Thanks
Activity Kanban View
The Activity Kanban view criteria appears to be fixed (hard-wired) to look for specific phrases. What is the criteria for an Activity to appear in the Customer Column? What is the exact criteria for an Activity to appear in the Deal Column? I ask because
Zoho CRM Attachment download api not working(API Version 2)
Hi, I've tried following api to download attachment. And I couldn't download. I'm using Okhttpclient for downloading attachment and I got -1 as content-length. I've tried in CUrl too. But, not downloading. curl "https://www.zohoapis.com/crm/v2/Contacts/2847269000000505009/Attachments/2847269000000766005" -X GET -H "Authorization: Zoho-oauthtoken myauthtoken" In postman tool too, this is not working. I got 204 NO CONTENT error in postman tool. Please help and let me know Am I missing anything?. Thanks,
CRM emails stats in Zoho Analytics
Hello, I'm using both Zoho CRM and Analytics, the two are connected. I can't find data in Analytics about the emails sent to customers (I can see the info by creating a new report in CRM, but that would be a lot more useful to have it in Analystics).
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