Increase task reminder prominence
Hi there. I set a reminder and it works but it is very subtle and only visible on the Zoho tab. Is there a way to make the pop up louder and pop up outside of the tab?
Function to divide full name into first name and last name on leads entered from email parser
Many of the lead sources seem to prefer full name verse first name and last name. I have to go in currently to divide them and looking to accomplish this automatically. Tried the other function mentioned previously but it did not seem to work.
Update fields based on fields in other modules
I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created. I want that input/number to show up in a field on
5 Ways Zoho CRM Increases Customer Retention
Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers. Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existing
Widget
Hi, I would like to add a section in the Accounts tab that will show an iframe of a widget we already have. We just need to pass to the iframe source the account name as a parameter. I couldn't find any information on how to do this. Is this possible?
CANVAS - Champs permission - problème ?
Bonjour Je créé un champs avec comme permission uniquement Administrateur informatique. Seul lui est cencé voir le champs. Malheureusement, avec CANVAS, cette "permission" n'est pas dupliquée. Ainsi, tous mes users peuvent voir ce champs :-( Une mauvaise
Need pass ZAPIKEY in headers not in Params
Hi All, I have created deluge function getRecordById and function is responding according to my requirement. I have to execute this function with the third-party and got the endpoint for executing this function but my concern is ZAPIKEY passed as params
Cannot get automated scheduled call to map account details
Hi all I have creayed a custom funciton that will schedule a call for 3 days in advance if the call sint answered, it works perfectly, howver i am unable to get the accoutn details to pull through, please can you adviise where i am going wrong here, I
Say NO to Duplicate Leads and Contacts
Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
How do I filter accounts in a report that do not have a potential in a certain pipeline?
I want to filter accounts in a report that do not have a potential in a certain pipeline associated with them. How can I do this?
Zoho CRM and Docusign
Has anyone been able to push information from Zoho CRM and pre populate Docusign form bundles? For example, the Contact Name in Zoho CRM would automatically map over to a Contact Name field on a Docusign form?
Get Notified of Which Changes Trainee Makes to a Lead?
We want to track all changes a new hire is making so that we can review and make sure it's being done right. We have a workflow that sends us an email notification when a lead is updated BUT it doesn't tell us which fields were updated. Is there a way
App Spotlight: VAT number verification for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all our apps. VAT number verification for Zoho CRM Easily verify EU VAT identification numbers within Zoho CRM. Get VAT number verification for Zoho
Email Address not found
I've created a custom module - I've created a record in that module, and there is an option to send an email from the individual record I created, when I click on "Send Email" button, I get an error message that says "Email Address Not Found", We are
Zoho CRM automatic configuration
Is there any way that we can find out how to verify that our users have their e-mail configured with zoho CRM.And to force it when we find one is not configured.
I cannot see restriction option to Report folder.
Hi everyone, I cannot find such option. Is it the plan related issue? I am a Profession plan? Thanks in advance.
Zoho CRM
Good afternoon, I have a question in regards to building a workflow rule. Is it possible to build a workflow rule in which we ZOHO CRM does not automatically add to Customers the persons that we placed in CC and are from the same company? To explain
State Picklist default option that can actually be named "State"?
Typing out a full State name this day in age is archaic, it's prone to mistakes and errors that can cause issues in every aspect of a sales cycle from shipping issues, payment problems and any API's linking to other software. There has to be a way to
Contact Privacy
Good afternoon, I was wondering if you could help me with the following: Is it possible to have the contacts of a certain contact owner private for other users? I have tried entering in setup - email - email sharing, however it is still possible for me
Extension Pointers for Integrating Zoho CRM with Zoho products #3: Keep track of your Zoho Desk tickets from within Zoho CRM
Operating a business necessitates complete management of all individual units in order to achieve smooth operations. Working with a CRM solution and handling support-related tickets are two critical units that must work together for a successful outcome.
Kaizen #33 - Triggering Workflow Rules, Approvals, and Blueprints via Zoho CRM API
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss Triggering Workflow rules, Approvals, and Blueprints via Zoho CRM API, while inserting, updating, or upserting records. First things first—What are Workflows, Approvals, and Blueprints? Workflow Rules: Using workflow rules, you can automate a set of routine actions and communication like sending email notifications, assigning tasks, field updates, and so on. Approvals: Using the approval process, you
Reorder Reports Folders
How can you reorder Reports folders? I have added a report folder for some custom reports that I have created, but it is at the bottom of the list. I'd like to move it up closer to the top.
BluePrint transitions complete tasks
Hello, i have my blueprint in contacts, every transition have task after the click, it is possible tu mark as complete the last tasks? Because i notice some of the user dont press the tasks to complete. Thanks have a nice day.
Create a follow-up meeting or call instead of task
Hi, after one of the stages is closed in CRM it is possible to "add follow-up task". I am wondering if it is also possible to create a meeting or a call instead of task as a follow-up after closing a stage? Thank you!
Is it possible for a date formula to return a null value when using "If()"?
I want to add days to a date ("Acceptance Date") ONLY if there is a numeric value present in a different field. Currently the date formula returns the Acceptance Date if the other field is blank, which I don't want. Open to suggestions...
Field Sales - Mobile Sales Order Taking App (New Extension)
Do you have a Sales Team going round taking sales orders? We are creating a product that lives as an extension to Zoho CRM and is also available as mobile app for both Android &iOS. Get customer data from Zoho CRM and product data from Zoho Inventory and
How to move custom module entries to Contacts
Hi, I have several forms created with Zoho Forms, which feed the data (emails, names...) to custom modules. How can I make that information available in Contacts as well? I would like to have them tagged there so that I can use Automation for email campaigns.
Zoho CRM TimeZone at which Schedules run
Hi Team, I have configured a Schedule in Zoho CRM to run daily at 6 AM. Does the 6 AM refer to 1. Timezone of User who had configured the schedule 2. Organization Timezone 3. Zoho Server timezone. We need to configure schedule based on our Org Timezone,
POST Information
Hello, We would like to give a third party provider the ability to post over to our CRM. What would be the best way to go about this?
Locate Map button not working
In the Contacts tab, when I am viewing a contact's information, there is a Locate Map button next to the address information fields. When I click on it, I get the following message: "To view this contact's location, please fill in at least one address
Zoho is so sloooooooooowwwww! (Creator, CRM, Books, Inventory, Analytics )
I know this happens from time to time but this has been ongoing for over a week. We use a lot of Zoho apps but the majority of them are running so slow. Creator Apps taking minutes to load, Zoho books getting timeout errors and the CRM is just barely
Replace First Name / Last Name with just "Name" ?
Separating peoples names into "first" and "last" names can be problematic. Many people have between zero and many "first" and "last" (or "given" and "family"), names, so in our system we just store "Name" and "Preferred Name", where the person can put a full name, (however long or short their name is), in the "Name" field for billing and any legal-ish correspondance, and if they want to be referred to as something else day-to-day they can enter a "Preferred Name". CRM Seems to lock us into a First
How to insert a Choice field value into a new lead
I am inserting lead info from another data source. My code below worked perfectly until I tried to add a lead source. From the source data, "LeadSource" is a string. In CRM.Leads I assume because its a dropdown field it is a Choice<string>. How do
Zoho's ridiculous limitations
Zoho, I just tried to send mass emails (2000) and I noticed some limitations. I noticed I couldn't select all 2000 contacts and send them email in one fell swoop, which would take 30 seconds. I discovered that if selecting all 2000 contacts, mass actions are GROSSLY limited. I can do only like one thing. Then I decided then I will select some of the contacts to send my email. That's when I realized the limitation of the 100 list per page. I had to click next multiple times to select my contacts.
Workaround for 5 minutes run limit for a button
By The Grace Of G-D. Hi, How are you all? I Want to send SMS using API to all of the contacts in a custom view. Now, i dont know how many it will contain and how long will it take. Hence, i dont know to whom i have sent the SMS and who didnt fit in the
Automate invoice generation
I want to create an invoice button by writing a custom function. so that I will trigger whenever I want to make an invoice for that module I have to click this. I need help with the custom function. Thank You, S.Manikanta
% discount shown in quotes instead the discounted qty??
Hi Zoho; Is there any way to show the discount in % instead of the discounted amount when you print the quote?? Regards
Would there be a way to add a drop down box for Zoho Projects in a Deal form?
Hello there. Currently I am trying to see if there is a possibility to add a drop down box that allows the user to select Project Names from the Projects module? So for example on the page layout for Deals, if I added a pick list into the form, would
Showing meeting acceptances in CRM that originated from Outlook
I invited 2 CRM contacts to a Zoho Meeting using Zoho CRM's "Schedule Online Meeting" function. The invitations were sent out and the meeting appeared in the record for each contact. I have had an email response in Outlook saying that one of the contacts
OAuth Self Client Scope definitions
I am trying to setup the API v2 OAuth using "Self Client" as we do not have OAuth2.0 setup yet, but we don't want ot develop any API calls with the soon to be depreticated ZOHO ApI v1. I am on teh API document: https://www.zoho.com/crm/help/api/v2/#oauth-request and under "Step 1: Register your application" It shows the "Self-Client" it says: "In case the user does not have a domain and a redirect URL, the self-client option can be used to get access token." Where is there a list of the Scope(s)?
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