Workflow Rules and Scheduled Actions
Has something happened in the Workflow rules? As I have noticed that they are not working as I expected them. I contacted the Chat help function and they have advised that (on one instance) that it is because I had two workflows happening on the same
Alerts for no Leads
I would like to have an e-mail alert set up to send me an e-mail if we have not received a lead in the last hour. How is this possible?
Introducing Common Deployment Logs in Sandbox
Dear All, Greetings! Following our latest update about multiple sandbox environment, we are glad to present to you, two new enhancements - Common deployment logs and a UI change in the edit sandbox settings. Sandbox is a testing environment that simulates
How to make some document relate 2 module?
We need to make some of document . EX) One module has Name and phone number other module have Date of birth. this 2 module was already related. We need to marge this data and show in main module (one filed) or to show template. How can i do?
How to filter for Current Date (or date report is run) in a CRM Report Filter?
I am setting up a database to manage students, and I want to automatically filter out the students who have graduated. I record their graduation date in a custom field for contacts. How do I generate the report that says the Graduation Date is after {{{Today}}}?
Closed Deal Report for each Account
I'm trying to create a report that shows me the total amount of all closed deals for each of our accounts. I can get it to work as a "Summary Report" but that format is confusing since we still have each deal as a line. I would like for each line in the
Meetup Snippets 04 - How to create a targeted pitch?
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. “Don’t waste your words”, says Georgia Rei from Dallas ZUG in the fourth snippet in this series. This virtual meetup was hosted in April’2021. Georgia,
If else conditions
Hi I'm struggling with if else conditions in zoho crm fields formulas: I want to implement this If a = 10 If (ac or ac2) then 120 else if (ab or ab2) then 140 else 160 I've done this (If(${a}<=10, If(Or(${ac },${ac2}),120),
Zoho crm insert api is not working
Hello all, I am having issue in inserting data through post api in Lead . I am getting this error: object(stdClass)#2 (4) { ["code"]=> string(22) "AUTHENTICATION_FAILURE" ["details"]=> object(stdClass)#3 (0) { } ["message"]=> string(21) "Authentication
Authentication error, Error 401
Hi guys, I have been trying to use your api services to add leads that would reflect on my CRM dashboard. --I am doing a POST request on url - https://www.zohoaaapis.com/crm/v2/leads. I have also provided my access token under header for "Zoho-oauthtoken"
zoho crm refresh window after any field update
hello, we have suddenly an issue today, every time we change a field on a record in zoho crm, the whole browser window refresh after 5 or 6 seconds, does anyone else is having this issue?
Retrieve user field on a lead?
I want to be able to create a formula on a lead that brings a custom field from the users profile over to the lead. I've tried ${User.location}. How can I do this?
Copy Record_Image from a custom module to another module
Hello, I am writing a function to basically create a new record of Products based on a Custom Module. The image field name of both modules is Record_Image The xxx.get("Record_Image") with put() doesnt work Can anyone give some insights?
How to change default number of records per page
Hi there! How do I change the default number of records per page from 10 to a higher number? Thanks!
Quick Call Logs, Custom Fields, Improved Call Reporting
Many salespeople don't use the CRM because the process of entering data is a tedious task . It's also hard to get meaningful reports when data is not standardized. For example "Subject" is required this forces sales people to type more then necessary
Emailing from Cases, tracking emails
I am using Zoho for customer service. I don't do sales. I have two issues: 1. Whenever I click on a client's email in Case view, it takes me to my Mac email client rather than Zoho email module, and not to the preferred email account either. I would like
Can you automatically create a Deal (Zoho CRM) every time a Deal Form is created/submitted (Zoho Forms)
Hello there, we have a Deal Form for sales guys in Zoho Forms that we ask them to fill out. Every field matches a corresponding field in CRM, it looks like it's doable through an API but I'm not sure how to do it in Deluge. Would anyone be able to assist
Workflow rules not working
Hi guys, Hopefully, you'll be able to help me with this one. I've got two custom modules and work with the Deals Module as well, all of them have 3 different layouts matching fields: Contracts Sites Deals I made a Workflow rule to update records: From
Add a CRM task to Project as a subtask
Greetings, I hope find all good and safe! It is not being possible to add a deal task to my Zoho Project as a subtask (that is what I need). I have tried to add as a task and after move it as a subtask, but it is not being possible, too. From Project
Deals Module - Open/Closed activities
My Deals Module layout/format in the Open & Closed Activities section had a new look today. (See below) Did Zoho make a change? Previously, I could see the Task info horizontally across the page with more details. As a result, I did not have to open
Field updates cannot trigger rules
I set up a workflow that triggers when a field is changed. When I manually modify the field, it works. But, when a field is modified in another workflow, it no works。 What should I do to make it work ？
Widgets
Hi I am new to the Zoho CRM and I see that people go on about widgets I am unsure what widgets really are, I was wondering if anyone can help or advise what widgets they use in their CRM. I am in insurance so I am always booking appointments etc so anything
How to access Deals fields when a Deluge script is linked to a button?
Hi, Please note I am new to Zoho and not a developer. I created a button in the view page of my Deals module that is linked to a Deluge function that sends a message to a vendor via Zoho Clic. What I want to do in that function is get the name of the
Google drive for huge files...just a link
Hi....I use Google Apps / Google drive to store customer files. Since many of these files are huge (3GB and above per client), is there a way to just attach a link to the documents from inside the CRM? It seems that now, the "Google Docs" integration is at "attach" a file to the CRM...which means that another copy is now created......but Zoho storage is too much money for the type of storage we do, and we often share those files out under our Google account...having another out of date copy in
Google Drive Extension
We have just set up the google drive extension, and it does allow us to upload and associate google drive folders to various accounts, contacts and potentials. However, there doesn't appear to be a mechanism to tell Zoho where to create the directory
Mass delete tasks from within Open Task Activity related list in other module records
Would love to see the option to check boxes next to tasks in the 'Open Task Activity' related list within a module record (not just in the "Task Activity" module) to be able to mass-update or mass-delete. It is quite painful when you need to delete tasks
oAuth2 - Get proper api_domain for developer account connections
Hi I found a question related to the oAuht2 flow for ZohoCRM. Is there a way to get api_domain from the /oauth/v2/token service having https://developer.zohoapis.com path, like for zoho.com accounts? Seems even if the developer account is selected in
Sync Zoho CRM with Contacts?
I’m running Zoho CRM, but need to use Thunderbird (IMAP) for contacts, email and calendar synchronized by Nextcloud/Owncloud for compliance and archival reasons. There doesn’t seem to be any CardDAV support in Zoho CRM. They do support CardDAV with Zoho Contacts, but that doesn’t work with the rest of their system. Is it possible to sync CRM with Contacts, and then connect to Zoho Contacts via CardDAV to achieve my solution? Any help would be appreciated. Thanks in advance!
Listing all Attachments is no longer working
We used to be able to use the following url to list all the attachments: https://www.zohoapis.com/crm/v2/Attachments The following error is now being returned: INVALID_URL_PATTERN: Please check if the URL trying to access is a correct one How can we get
Send Mail Task in Deluge Script was delayed for 2 days.
I have a send mail task in a workflow. I have it activating Friday Morning in at least two records. The email did not arrive until Sunday morning. Was there a server issue or is this account specific?
CRM related list table only showing linking module's fields
Hi, I have a Deals module called Hypothèques (mortgage in french) and a custom module called "Immeubles" (building). They are linked by a many to many relationship. When trying to insert the Deal's related list in Zoho Writer, I only have access to the linking module "Hypothèques X Immeubles". I need to have access to the actual Immeubles fields. Please help!
Net New Deals vs. Renewals
Is there a way to differentiate a net new deal record vs. a renewal deal record? I would like to have two separate record types as they have different sales cycle stages and don't want to add them in the same timeline. I would also like to see 2 separate
How can I invoice for different milestones i.e. 50% upfront using Zoho CRM
Good evening, Our service based business has just secured a new project. In the past I would have duplicated an old invoice and changed various details and sent an invoice for 50%. Plus updated an excel doc noting what percent invoice has been sent and
Multiple email address for each contact
Sure some people have multiple email addresses so this would keep their messages straight when they reply from differetn address, but is critical when they change to a new address!
Closed won amount not matching expected revenue amount
Hello - I am able to get a quote into ZoHo CRM at the correct amount but as soon as I move it to a deal and close win the deal, the deal amount changes to 89.7% of deal value. I have the expected value set to 100% for deal stage setting when closed won....
Deluge function
Hello, Despite my research, I cannot find a deluge code for my function. I want when a deal is created with an account, the address fields are directly filled in the deal module in order to avoid entering again the same information already present.
task created from blueprint not triggering/showing-up in function
When a task is created it triggers a workflow function. (the function sets the owner) I try to get the last task created by zoho.crm.getRecords("Tasks",0,1,{"sort_by":"Modified_Time","sort_order":"desc" This works for other tasks created in Deal, but
Zoho CRM - Magento
Hello, I am wondering if there is a possibility to connect our Zogo CRM system with our Magento webshop? I found some posts here in the forum, but all are linking to a paid third party product. Thanx a lot.
Field Update stopped working on blueprint transition
So I have Field updates in one of my Blueprints (Contacts Blueprint) to update the Associated Deal's stage upon transitions in the blueprint. This worked fine since I initially set it up a month or two ago but today it has just now stopped working out
CRM NOT loading
CRM is not loading at all. It was working and now it is just a blank screen with ZOHO CRM in the center
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