Contact to lead
For more than a decade people have been asking to be able to move a contact to a lead. This would seem like a fairly easy project, especially since you already allow Lead to Contact.
I'm using Outlook & Zoom to schedule my meetings -- how can I get these meeting invites to record as a meeting/activity in the appropriate Zoho record? *I do not want to use Zoho meeting links
I currently use Outlook with the Zoom plug-in to easily schedule meetings with customers. All I really want to do is have the Outlook meeting invite (that's associated with the lead/contact email address) automatically record the meeting in Zoho. How
API calls to fetch report metadata and to run/export a report
Hi Is it possible to fetch report data from Zoho CRM using the CRM API? We have very similar requirements to those outlined here: https://help.zoho.com/portal/en/community/topic/zoho-crm-api-getting-all-report-names-with-the-corresponding-report-folder-name Is there any other way to achieve the same thing e.g. through the Reports API? Is this on your roadmap? Many thanks, Kevin
DEals (demo) not showing all fields
Hi just updating our deal module to show more survey info. I then realised that none of these fields showed in deal view. I thought create new view in CAnvas (very nice) input the fields but when i ran it these fields did not show at all. I have enclosed
Removing the "CRM" logo at the top-left of the Zoho CRM interface, in the top menu bar.
Hi, We've provisioned a Zoho CRM set-up for a client, and this is used by them for non-commercial uses. It's a bit confusing from their perspective to see the "CRM" label at the top header, because this is strictly meant to be something that shouldn't
Extension Pointers #9: Configure a Webhook to handle real-time updates between Zoho CRM and SurveyMonkey
While seamless data exchange is possible between Zoho CRM and third-party applications using connectors or custom variables as the binding knot, managing data updates in real-time lies a step ahead. Webhooks can help with this, as they serve as web callbacks
Community Digest - September 2021
Announcements Announcing color coding for picklist fields in Meetings We've made new updates to Bounce status in the Campaigns module Launching Announcements in Zoho CRM to communicate important updates Introducing color coding of picklist values Take
Synchronizing Zoho CRM data into an internal database.
So I'm trying to sync data inputted into zoho crm into a MySQL database (hosted on AWS). The background is this: I have a user who can make an order, or have an order made for him. So the order can be either made by: The user themselves, through an App
Duplicate checking - how to check 3 fields
I've been looking all over for how to handle this situation. Two (or more) contacts may have the same email address. Or, we might not know their email addresses. Also, we have companies where multiple people have the same last name (e.g., because of family-run businesses). When we add a new contact, we need to make sure it is not a duplicate. What is the best way to do this since none of the above fields -- last name, first name, email -- are not unique, but the combination is. Checking on last
How to update contacts entries with data from a custom module
I am trying to auto-populate my contacts based on information available in a custom module. Let's say the custom module has the following columns: Email | Date | Other info How do I create a new entry available on this contact page (using the
CRM Calculation Functions: Building a Count + Equation in a Aggregate Formula
Hello! My knowledge of Deluge is VERY limited so I am putting this out for some assistance in writing the following. Need: Find the average deal bed count for all deals Equation: Net New Beds / Total Number of Deals = Avg Deal Bed Count Missing: Sum
Different variable values for different users
Hello there, I am creating an extension for Zoho CRM. And I was wondering if there was a way to store a user entered data somewhere in the user's Zoho CRM scope (I mean a different value for different user) There is an input that takes in a key, for example.
Add tags to leads without deleting existing ones when importing leads
HI, we downloaded a csv file for a segmentation of our leads in Zoho CRM. We have processed those leads and assign new tags to them. Now we are trying to reimport the csv file into the leads module. Everything seems to work, but the tag we want to add
How can I get the modified time from a stage history with deluge?
Hi guys, I would like to get the below modified time from a stage history (when the stage is 'Closed Won') Is there any way to get it?
Profile API returns category `false` but documentation suggests it should be `true`
Hello everybody. First of all, I want to say that the interface for previewing posts in this forum is pretty bad. The way to return to Edit mode is that arrow on the top left, which I didn't know whether it was for "back to edit" or "back to previous
Invoice Reference Number
Hi there. How do I use my own invoice reference number instead of the generated one ? Thanks, Richard. richardagreen
How to update a field in a Contact record when an email template/form is sent to contact?
We send an important form to our clients using an email template. We have a pick-list field in the contact record that tracks the status of the form (Not Started, Sent, Received). We are able to automatically update the status field to RECEIVED when
Update "Created By" in Zoho CRM - Leads Module
Hi team, Could anyone help me on how to update the Created By in Zoho CRM Leads? I created a web form in Zoho Desk and embedded the code to our website. When a user fills up the form through our website, it is automatically converted into a ticket in
Can no longer hear ringing or callee.
I'm using Phonebridge and Twilio to dial-out and get the popup. Popup seems to be working but I can no longer hear ringing or speaking on the other end no matter how long I wait. Seems to be a poor integration with Windows Sounds. Anyone know of a
Deleting an account...but retaining the contact. How do I do this?
Deleting an account...but retaining the contact. How do I do this?
How do I print an email in Zoho CRM
I can find email options, like print, delete, forward etc,. where are they?
Juan, 'The Cookie Man' and his journey with Zoho | Small Business Heroes E07
In the seventh episode of Small Business Heroes, we had a conversation with Juan Ramirez from Minneapolis ZUG, aka Juan The Cookie Man. Juan and his wife started a cookie business using Zoho services. Eventually he ended up becoming a Zoho partner, realizing
Function: Populate Text Fields using Fetched Subform Values in Deals
We need help creating a Function that will auto-populate 4 text fields when the values are added in the first two rows of a subform. (photos included) So these four values: ...would go into these four fields as a result of the function: The first row
Date result based on date + number of months added
I tried to have a look at an example that was posted but I'm really sturggling with it and hope I can get some community assistance. I have a "Service Start Date" field in Deals and I also have a "Number of Months" which is simply how many months the
Annual Revenue - remove decimals?
Hi, I want to remove the decimals all together from the annual revenue field. http://monosnap.com/image/U019j71sTy9TvP3jFNUjrwbWL3syos How do I do that? Cheers
Reply to address change or verify
Help can anybody advise - Error message: Error while processing the request! You need to verify the Reply To address to send emails using this account. Please verify the Reply To address. The reply to address is name.name@zoho.com not as in user profile name.name@companay.co.uk Any ideas
Unable to assign an activity to a record
When creating a call "to contact", it is possible to related it to a deal or other record such as a company etc. When creating the same call (or other activity) for a lead, that option is gone. What is the reasoning behind having this option removed?
Problem with Function to Auto-Populate Data
We have a custom module (Passengers) and need to auto-populate several fields in that module with data from contact records associated with each Passenger. Some of the functions are working properly but I am having trouble with others. I cloned/duplicated
Adding Accounts to Campaigns
I'm setting up a campaign and I need to add some existing accounts to the campaign. The campaigns page has "Add Leads" and "Add Contacts" but no "Add Accounts". I need to add existing accounts to the campaign and it does not make sense that I can't do this with Zoho CRM.
Phone Call History
How do I get phone calls to show up under leads/contacts/accounts every time I look? Sometimes when I view pages I see past phone calls, but for instance today I'm looking through leads, contacts and accounts and there is no section for phone calls.
Notes Not Saving
Trying to save a note in ZOHO CRM under a contact. Nothing will save. Now I realize that many notes I have been entering have not been saved over the last month. Some are there but others are not. When I hit save the notes disappear as well as the box
Error al insertar un nuevo valor en una campo de tipo lista de selección
Buenas, Estoy intentando añadir un nuevo valor a un campo tipo lista de selección y me muestra el siguiente error: "La opción de la lista de selección que ha especificado ya existe como valor de referencia de opción que está en valores no utilizados.
Kaizen #19- C# SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the C# SDK. What is the C# SDK for Zoho CRM? C# SDK allows you to create client C# 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. Here is a sample of how the SDK acts as a middleware between Zoho CRM and a client C# Application. What can you do with the C# Software Development Kit? You can use C# SDK to
Make Zoho CRM extension using Angular
I am looking for ways to work with Angular for a Zoho extension project. In the Zoho community, I saw a comment where such a possibility is maintained. But nothing further can be found anywhere. The project structures created by Angular CLI and ZET CLI
Push back Bounced Status to CRM, similar to Opt-Out
I couldn't figure out how to push back bounced recipients to Zoho CRM? This is very important. Thank you for advice. Our email data process, great for cleaning out old lists: new emails get loaded by field, sales as CRM leads emails are synced into Campaigns
Zoho CRM Letter size printing/export
Hi, I am using Zoho CRM and I'd like the PDF export of all my quote templates, in fact of all my documents/reports coming out of CRM to be LETTER size. Is there an option to change from A4 to LETTER for all my Zoho prints and exports?
With Microsoft Disabling Legacy/Basic authentication methods in 2022, are there any solutions on the roadmap?
In October 2022, Microsoft will be disabling basic Authentication Methods. Their latest article about this can be found here: https://techcommunity.microsoft.com/t5/exchange-team-blog/basic-authentication-and-exchange-online-september-2021-update/ba-p/2772210
Batch adding leads to territory in CRM
I have a filter of leads in Zoho CRM and I want to assign them a territory in batch? How can I do that?
Any way to attach a contact to multiple companies on an import?
Multipick lookups don't seem to work on imports. Is there a way with scripting to solve the issue I'm having? I am trying to add contacts and accounts and would like to attach a contact to multiple accounts. Can this be done in deluge after an import?
Colour coding in CRM
Hi I have a customer field in my CRM called "Traffic Light". It is a drop-down with the following options: Red Amber Green Is there a way of making either the background or the text of the field a certain colour depending on what option is chosen,
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