Customer portal - many to one
RE: Customer portal many to one We are in construction and work with several outside companies on a single deal. After banging our heads and speaking with ZOHO they cannot offer a solution. Can anyone here offer a solution? USE CASE: Deal name = Big
How to Stop Unsolicited Notifications to Meeting participants?
Every time I Edit a Meeting (say, to add a participant) all the participants receive a pop-up notification as well as an email. I only just noticed this and some have already received at least 10 emails. This is highly embarrassing In a professional
CRM Filter "Does't Contain" Issue
I'm trying to filter my leads in CRM to view only the ones that the "Company" field doesn't contain "Word1" or "Word2". but when I select company and set the "doesn't contain" selection the filter doesnt work for both words. It only looks at the first
White space at top of Zoho webform
I can't figure out how to remove the really big white space above the webform on my website, which I generated in Zoho CRM see https://expandacraft.com/contact/ (It looks horrible)!
How to move Contacts/Accounts into a custom module
Since there doesn't seem to be an "archive" option for contacts or accounts that are no longer being utilized we have them marked as "Inactive" in a custom field. However, is there a button or function that would allow those contacts to be converted and
Documenting the system customization
Hello all! Like many of you, I'm sure, I have been customizing the CRM to my business needs myself. This includes custom fields and modules, automations, blueprints and much much more... By now it reached the point where I feel an urgent need to have
Change default font and text size in CRM Mail
How do you change the default font and text size in CRM mail? It's a pain to have to reset it each time I open an email. It should be the international standard of Arial anyway.
Send attachments from record on email body
Hello, I tried looking this up, but found nothing. I'm creating a new email template, and I wanted to send the attachments from my record in my email body automatically. Is there any way I can do this?
Save Email as Draft in Record
Please consider adding the functionality to save an email as a draft when composing an email from a record. Thank you - Kevin
Lead Conversion Oppt Creation Fields
Hello Zoho community. When converting a lead to an opportunity a list of questions comes up that will help build out the lead. How do I add or take away the questions asked on this screen? I have highlighted the questions in yellow below
Filters and Search: Make default text dropdown option "contains" instead of "is"
Hi Community and Zoho Team! I would like to share a suggestion for the search and filter options in the CRM. In my opinion, the default dropdown selection for any text field to be searched/filtered should be "contains" and not "is" (exact match). Most
Manual Record Sharing Levels Clarified
Hello all, We are sharing records manually since any of the automation and record sharing options do not work for us, but I have some questions. When you share the record manually you have some options: 1. Share with related list 2. Shared without related
Adding multiple contacts to Cases in a similar way to the Deals module
We have started to use Cases for managing post-sales support activities. In our business, which is distributing research equipment to (mainly university) research labs there are often multiple customers getting involved (Eg the student user who first
Zoho CRM with Drupal Webforms
Is there a way to connect Drupal Webforms with Zoho. I have found the module to SalesIQ, but haven't found any easy integration for CRM with Drupal other than this outdated 3rd party module: https://www.drupal.org/project/zohocrm I would like to connect
Next Tweleve Months
If there a NTM report that can be put into the data that come up for analytics. tthx
Workflow Rule Issue. Incoming email
Hi. I have an issue. Workflow Rule on Incoming email does not work. I want to update the custom field when a new email has been received. In the screenshot, you can see my rules. P.S I checked these rules for outgoing emails. It works correctly.
Google Ads to Zoho Forms to Zoho CRM
Q1: Hi, I using Google ads to collect lead. Using Zoho Form to create form and EMBED by using JAVASCRIPT to my wordpress site with Avada Theme. 1. I have integration Zoho CRM with Google Ads 2. I have "Checked" the Zoho Form "GCLID" Box and installed
Use a specific quote model according quotes field (or layout)
Hi, Is there a way to use 'by defualt' a specific quotes models (assuming we got several) according a specific quotes field or layout ? Thanks for your help Emmanuel
Force Log out of users
Is there any way as Administrator I can force users to log off manually? Or is there an automatic log off after a certain amount of time inactive? Thanks
expected_data_type bigint api_name Vendor_Name message:invalid data status:error
im trying to update vendor name in contacts which is currently null contact_address = Map(); contact_address.put("Vendor_Name", "testname"); updateResp = zoho.crm.updateRecord("Contacts", "4789775000000326001", contact_address); but I get the response
Tasks with calendar time slots | Free/Busy
Hi, So, Zoho Renamed the "Events" Module to "Meetings". Make sense in 2020... But, when I want to have a task that will take a time slot in my calendar, it kinda made sense creating it as an event. Now, It doesn't make any sense to make a meeting out
"Revoke Blueprint" functionality for tasks
We require this feature to be able to advance the tasks which are not being taken on by their assignees because of different reasons. When an assignee is not able to advance their tasks but we do know that the particular job of the task has been finished
Drupal Webforms with Zoho
Hi, I have been working with your webforms and noticed that they are not as flexible as Drupal webforms. I was wondering if you have a module to connect your web forms with Drupal webforms or provide some documentation to connect to your CRM API. Any
Change default to Append instead of Overwrite for Multi Select Mass Update
Hello, I have a multi select field in Leads. I'd like to always append when I make mass updates. How can I change the default to be Append instead of Overwrite?
Custom field for CRM attachments
I'd like to add custom meta information to my attachments in CRM, e. g. attaching a custom value to a contact attachment. It does not seem like attachments specifically are customisable? What would be the best way to do that?
Embed google spreadsheet to Zoho CRM contact
How can I embed a spreadsheet of a client into the contact part of Zoho CRM?
Integration to Showpad
Dear Zoho Is there anyway to integrate Zoho Projects to showpad.com I want to be able to log the customer activities in Showpad with Zoho CRM. We use showpad to send a mail giving access to marketing materials and videos, once the customer accesses them
Linking EMail to a Case
I need to be able to link a sent email to a case record. How do I accomplish this?
Is it possible to attach emails to a case in zoho crm?
We use cases for service issues with client. Broken widget, needs fixed, etc... Is it possible to send an email from a case or attach an email to a case? We do have an email field within the case fields which is pulled when we relate a contact to the
Capturing Emails in Cases
Hi Can I push emails directly into Cases and record them as notes? Martyn
Update custom module record when Sales record changes
Here is my scenario: 1) Contacts come into CRM via sign up form 2) They transition to Sales module via workflow when selecting a transition of "made contact" 3) Once in Sales, if "New Appointment" is selected a new record is created in a custom Module
432,191 User Requests to Remove Last Name Required Field
Dear, Zoho and Community. DISCLAIMER: Yes, I can always put the first name in the last name. Try telling that to potential Zoho customers that say that's too hard. Last night, in my frustrations as a Zoho Partner convincing businesses that Zoho is a
problem in api V2 ZCRMRestClient in python 3
hi. i'm getting "NameError: name 'ZCRMRestClient' is not defined" after i did everything the guide askes... im tring to use SDK for python, im tring to run : ZCRMRestClient.initialize() oauth_client = ZohoOAuth.get_client_instance() grant_token="grant_token" oauth_tokens = oauth_client.generate_access_token(grant_token) that do i do?
Finding similar records during conversion using unique fields of Contacts and Accounts.
Hello everyone, Until now during lead conversion, similar records in Contacts or Accounts module were found based on the values present in the system-defined fields like Lead's email address, company or name. Now, we are also using the unique fields
Column width resize in Views
It seems as though views have a default column width. Well, it really is a bit of a mess for a user who is in this area a lot. Its the whole idea behind a CRM, see your users at glance, and should have a priority to be VERY easy and clean. The 1st column
Record Upsert Operation Periodically Returns HTTPS Status 100 and No Details
Hi, We're using the v3 PHP SDK and we've developed a script that periodically queries our user database for updated existing entries and new entries then upserts using the Records API in batches of up to the maximum of 100 at time. Some of the time,
Need to use multiple email addresses with one user (one CRM account)
I have one CRM Account and one business. I am the only user. I'd like to, ideally, be able to assign tasks/events to different email addresses (the reminder emails). Am I able to do that? I need to track different events separately and use the different emails to do so. I have added my second email address as a secondary, along with my primary, but when, for example, I'm in a Lead, and go to add a task/event, the email reminder does not give me the option of selecting from the primary or secondary
Zoho CRM errors - creating formulas
I'm having problems creating formulas. For example: Tostring(495/0.9) In the form above it returns the correct result. But when I return a string it does the wrong calculation, it only does the right calculation when I return a decimal. I am creating
Snippets on CRM and Salesinbox
Hi, I would really appreciate to have the ability to replay emails with the help of snippets inside CRM and Salesinbox, just like in Zoho Desk. Would it be a future feature? Is there a similar function but with another name? Any help is appreciated.
Report scheduler not working?
I previously set up a number of scheduled reports (more than 20) and they are all still running. Now, when I try to set up a new scheduled report, all of my reports aren't listed (just 20 are listed) and I cannot set up a new schedule. Is there now a
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