Call Transfer Solution
Hi everyone! Given it doesn't look like Zoho will be including "call transfer" in their phonebridge system any time soon, I was wondering if anyone has had any success finding a work around to this issue?
Can I get the current logged in Zoho User Details?
Hi, I am developing a C#.Net Sales Board and need to know the salesperson currently logged in when they view the board site to retrieve their ID, team, and other custom fields from their CRM user module. I have successfully setup my .Net app to connect
Email Open Timestamps
Hello, I'd like to ask how can we get the Email Open Timestamps in the reporting rather than the open counts? Or can we get the corresponding timestamp on each specific email open? Similar to the email click reports where we get the Clicked time. Hoping
"OR" function for filtering
Is it possible to filter records using an "OR" command? For example, State - Doesn't Contain - Michigan OR Ohio Thanks!
App Spotlight: WhatsApp Web for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. WhatsApp Web for Zoho CRM The extension integrates WhatsApp with Zoho CRM to allow you to send and receive WhatsApp messages right from
Value is empty and 'get' function cannot be applied Line Number:11
Hi Everyone, I wrote a custom code to check if leads are referred and to check if the client who referred the lead exist, i had used single line field to check who is the client who has referred. everything was working fine with the code after i used
List view in Zoho CRM gets a new look
Hello everyone, In today's post, we will give you some insight on Zoho CRM's Canvas View. The Canvas View lets you choose a personalized way of displaying the records. You have been able to swap between the List view and Kanban view as and when required,
ISSUE With this update....Refresh Page Or View After Workflow-Triggered Rule
Doesnt seem to work on all edit triggered workflows.
Zoho Workdrive folder linked as attachment to a Deal Record using Function
Hello, I am trying to see if there is a function using which I can reference a Zoho Workdrive folder in Attachments section of a particular deal. Please refer to this article. https://help.zoho.com/portal/en/kb/crm/manage-crm-data/attachments-and-notes/articles/attach-files-workdrive#Sharing_documents_through_WorkDrive
Button to convert from custom module to Account or Lead
We have created a module ( named ICAP) that we have saved a list of companies that we did not want to save in leads or accounts. How can we create a button - convert to account? - so that we can turn the record into a company whenever needed .. it
Increase the maximum number of records in getRecords method?
Right now we are only able to obtain 200 records from any module using getRecords. Reading through the forum I see there used to be a getAllRecords method, but that is not in the documentation anymore. We would like to be able to specify, say, fromIndex = 1, toIndex = 1000. Is this possible?
Automate birthday wishes in CRM
L.S. Is it possible to automate sending birthday wishes (with mail template) based on date in "birthday field" in student profile/registration in Zoho-CRM? Thanks in advance for any tips.
Birthday automated emails
Hi, Im currently on the professional version. I have seen a few posts in automated Birthday emails but cant seem to get any feedback if this will ever be a feature. Ive tried integrating with Coconect but that did not work and no support!! Please let
Trigger assignment rules integromat
Hi, I'm new to zoho crm and I want to know if there is a way to activate the assignment rules when I create leads via Integromat. I use Integromat to push leads from Facebook to zoho crm, I can activate workflows from Integromat but since the leads I
My contacts in duplicate accounts are moving without permission
We have duplicate account names (eg. Madison Police Department) since we have public safety accounts in different states with the same name. We have recently realized that when we save a contact or a deal or send an email, the contact gets automatically
How do I apply a sort to the drop down list of products for 'Choose Products' dialog of the 'Add Line Items' in the Sales Order?
The products listed are properly filtered by the search box, but they are not sorted in an order that would be easy to find the correct product listed. Is there a way to specify a sort order? Maybe through one of the views? Also, can we add columns to
Update Module giving error
Hi Community, Im using zapier to upgrrade module entry but I'm keep getting an error "Unable to create entry in module: Events. Error : Invalid data for the field participant. Detail : expected_data_type long, index 0, parent_api_name Participants"
Multi currency not visible - Enterprise trial subscription
Hi, I have Enterprise-trial subscription and I am not able to access multi currency features. ZOHO says it is available in Enterprise subscription. Is there any way I can test it? BR, Michał
Copying Lead data to Account record
Hello, What would be the best way for me to achieve this: I have a data field on the Lead record that I need to be automatically copied to the Account record when the Account record is created. I'm a new user and altho I've looked at Workflows, this doesn't
I can't connect to the plug-in Zoho CRM for Outlook
The plug-in installed, i try to connect with my login Zoho CRM but the pop-up "Please specify a valid Email and password" while the Email and the password are valid. Can you help me pls.
Changing Verify Details form when a Deal is Closed (Lost)
When a deal is lost and it is being closed a Verify Details form pops up. This information when saved creates a note. I want to add a few fields that get saved to the deal record. How can this be done? Regards, Glenn
Zoho Access Token
I've read this page and I've got a few questions about the validity of access tokens. If you could answer the following that would be great: "You can generate a maximum of 10 access tokens from a refresh token in a span of 10 minutes." - Does this mean
Outlook integration for contacts: are deletions only sync'd one way?
When I delete a Contact in ZCRM it is also deleted in Outlook Contacts (which is good). But when I delete a Contact in Outlook Contacts it is NOT deleted in ZCRM. Is this deliberate? If so, can you explain it to me please? Many thanks Steve
Change email default view
How do I change the default email view under Contacts from "Sales Team" to "sent emails from CRM" This way I can see the emails I have sent.
Mass Update mechanism suddenly ceasing to work, can't click on "Ok, Proceed"
We have a field in one of our modules which we use to trigger a mass update to over 3k records on every week. We do this simply to update some formulas involved there. Suddenly this seems to have stopped working. The "Ok, Proceed" button isn't clickable.
Propagating contacts of new address field in an Account
I have added an Area field to an Account's address to cater for addresses like this: The Old Workshop Eaglewood Park Ilminster Somerset TA19 9DQ United Kingdom A corresponding field exists as Billing Area and Shipping Area in Account records and as Mailing
Retrieve the record id of the currently displayed record for use in Deluge Script
If I have a record displayed with a url like : https://crm.zoho.com/crm/EntityInfo.do?module= Potentials&id=19999999990000000 how can I retrieve the id part of the url to pass to a Deluge script function like void workflowspace.create_Tasks99 ( int PotentialID)
IMAP password credential encryption and storage
Hi everyone, I wanted to double-check how ZOHO CRM encrypts and stores our IMAP credentials at rest. To connect ZOHO CRM to our Outlook servers via IMAP we need give ZOHO credentials to email accounts of our team. I have three questions regarding that
New Module with a Pipeline
Hello, We have been trying to use the CRM Deals to also be the process for things like government proposals, but we are running into issues where are typical deal pipeline does not really match that of a government proposal. We think that we need to create
Getting user input to set task due date
Hello. Thanks in advance for your help. I am using a custom action, in the after transition of a blueprint transition, to automatically set a task with a due date of 2 days from the current date when the attempted contact was unsuccessful. instead of defaulting to 2 days from the current date, I would like to implement a pop up dialog box or form of some kind that would allow to the user to to change the due date of the task by entering the number of days from the current date before the task is
Formating just Created task to update module
Hi All, I am attempting to store the follow-up task ID created below in the Enquiries Module. When I do info on the Follow_up_task_id it gives me the right Task ID number that was created. But for some reason it is not storing it in the following update
EUR currency settings: comma vs. period
Hi guys, I’ve set the correct currency format for EUR in Zoho CRM: thousand separator – period, decimal separator – comma. The correct format should be: 4,50 (with comma), but 4.500.000,99 (with period). Now, I have a lot of currency data in my Excel
Calculate the number of days left off based on the date request date field.
Hi everyone, I have 2 fields with a date data type named DATE REQUESTED and DATE RECEIVED and I have an age field which is a formula field. Age is the container of the numbers left off based on the input of Date Requested, It calculates perfectly during
3 Decimal places on products and quotation
Hello there, i try to customize the standard value field on products because our costumer NEED 3 decimail places, i change the setting on the standard field but nothing happen... no change on the product view and nothing change on quotation view.. There
More than one deal per lead
Hi, I love Zoho, currently getting to grips with Zoho One and think it's brilliant but I'm struggling or missing something. I am a mortgage roker and want to track referrals, purchased leads and leads from referring companies who get paid from the referral.
CRM Modal boxes
I'm trying create modal boxes from my custom extension that's built for CRM. I can't seem to find any documentation specifically for CRM. Thanks
Inserting into lookup fields via bulk write api
Hello, Our firm is migrating the data from a previously used CRM to Zoho. So we need to properly map the contact with deals and deals with price books. I am using bulk API to do so and the problem I am facing is that there is no documentation available
Is it possible to clone/duplicate a record (Invoices) with Workflow automations?
I am looking for a way to clone a complete record with a workflow automation. I saw that it is possible to clone/duplicate a record but not with invoices for any reasons. How is it possible to do that? Thanks for help.
same email for multiple zohocrm accounts.
I have a company (one email address) that consists of 2 divisions and both are supposed to run zoho CRM. It seems I cannot use the same id to single sign on to each company ? makes no sense. especially since I intend to have about 8 of these divisions
Contact and Vendor relationship
I am trying to figure out how to link a contact and vendor up. What good does it do me to enter my vendors if I still have to remember who is my contact for each?
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