List Price representation
I have a question about Zoho CRM Product and PriceBook management. A product was created with unit price. Then Price Book created and the product added there with List Price. BUT its List Price I can see just on the Product Page. It isn't shown on the
Can't sum up total leads in a month
Hello, Currently, I have a problem of not being able to report total count on converted Leads and unconverted Leads. Right now my main goal is to have a report that tells me the total count of new Leads created in a specific month, usually I'm looking
DKIM doesn't want to be validated by Zoho checker
I can't seem to make Zoho validate my DKIM record even when third party tools say that it's ok. Where is the problem? My domain is emergilab.eu. Thank you for providing any clue on what's going on.
Send Set of emails in sequenced order
I have a set of n email templates, which I would like to send in specified order with the frequency of one email a week. Where can I maintain the sequence order of emails and send the email to all contacts in the same order.
How to update Related Lists
Hi, I've been trying to update a related list of a Custom module using the API (v2.1) and can't figure out how to make it work. I have a Multi-Select Lookup that has the name Contacts in my Leases module (custom). I want that a Contact can have many Leases
List Value
list = {23456789432}, I want this to the output as {2,3,4,5,6,7,8,9,4,3,2}
CRM Subforms to Zoho Analytics
Hi We have subforms in our Potentials module but I have noticed that the subform information is not available in Zoho Analytics. From previous posts in the Analytics Community page, they have said they are waiting on Zoho CRM. Can you confirm if this
Contact-specific product information
Hi. Is it possible to add contact-specific information against a product? For example, one of our products is a 'Service package' (a service rather than a product), which has an annual renewal date. This date differs for every customer and as such we'd like to be able to add in the date against the product in each account. Is this possible or can anyone suggest a workaround? Likewise, we'd also like to add in the specific price for the product for each company. Thanks
Use speaker for inbound ring.
Currently, Twilio/PhoneBridge only rings on my headset. If I'm not wearing it, I miss calls. How can I set things up so that calls ring on my speaker, but the call audio uses my headset (Windows Communication Devices).
Is there a streamlined way to get data from Firebase into Zoho CRM?
Just wondering if there was any built in features that can integrate a Zoho CRM connection to Firebase
SalesInBox Email Issues
I've noticed in the last week that email that I have read and filed in SalesInBox folders, are showing back up in the inbox as not being read. I thought that I may have just forgotten, but started actually writing my tasks to make sure that I'm not mistaken.
Company Legal Name Change
Hi Everyone, I legally changed the name of my company shortly after subscribing to Zoho. I have CRM+, forms and cliq. However, with connect, not sure why I needed Cliq. Anyway, there are so many twists and turns to changing my company name in the system.
How to bifurcate or differentiate lookup field data
In Accounts Module i have two fields 1)Account Name(single Line Field). 2)Parent Account (Lookup Field). Now in Deals module i have these two same fields and both are lookup field. What i want is when i select the account name and then click on parent
Blueprint: Multi-select Lookup Field not available within Blueprint transition
Creating a Blueprint I need to include a multi-select lookup field in my process. The data must be entered to move to the next step. The problem Within the blueprint transition my multi-select field does not show as an option when I try to add it to the
Validate new phone number across all Phone number fields to avoid duplicates
Hi, I wish to maintain multiple phone numbers of contacts, thus I have 3 Phone number fields in contacts module, Phone1, Phone2 and Phone3. I wish to use telephony integration mainly for incoming calls. Thus to identify which contact is calling using
Duplicate value on duplicate field
Hi, I have created a field (Single Line or Long Int : the same problem) In a custom module with the option "Do not allow duplicate values". With a Deluge fonction executed by a workflow, I insert several entries in this module. But I see that there is several times the same value in the "unique" field !!!! Help !!! Thanks, Pierrot
User Tips: Adding a Review Task to a Record
We use tasks to manage stuff that needs to be done but people then need to create a task add subject set due date, etc, etc.... To simplify things... I added a custom date field that whenever set, creates the task and sets the due date for the user who
Integrating CRM for Project management- removing percentages in kanban view?
Hi Zoho community, Would really appreciate any advice here! I am new to Zoho and looking to integrate this solution as our CRM/Project management software. We are not a 'sales' orientated company and work in consulting on large and complicated projects
Creating a summary on Accounts
Hi, Is there a way of adding a formula to the Accounts page that shows a summary of deals that this customer has? ie: total number of deals / amount won / amount lost.... I realise that we can get it this information through a report, but it would be
How to insert data from access token request?
Hi guys, My customer send a url like this; https://accounts.zoho.com/oauth/v2/token?refresh_token={refreshToken}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token I want to write a insert code according to this. My code is below
Updates in deal stage and stage probability mapping
Hello everyone, We have enhanced the user interface of deal stages in the detail page and also made some changes to the stage probability mapping. Visual updates in the deals stages component In the record detail page the deal stages will display the
Mass Follow multiple contacts
is it possible to mass follow contacts, accounts or potentials? I can see how to follow an individual contact, account or potential, but for example, is there a way to follow multiple contacts, without having to go into each contacts page and select the follow button? Thanks
Code for displaying total of individual discount in total template
Hi, I would like to know how can I display the total of individual discounts added to the products to a Quote Temple? I can find the individual discount given on a product by using ${Quotes.Individual Discount} how can I find the total of all the individual discounts (there are multiple products)? The ${Quotes.Discount} will only give me the discount I add to the total invoice value. Also need to find the Sub-Total (total before individual-discount, grand total of multiple products before adding
Unable to Retrieve line items from a CRM invoice
Hello, I am trying to setup an integration between Zoho CRM invoices (not finance module) and Xero, which basically updates in realtime on invoice creation or invoice changes. I have setup a webhook from Zoho CRM that fires to Integromat which then sends
Bulk linking via shared field
We have imported a collection of closed cases from another system. We want to link those cases to accounts and sometimes contacts. The cases have fields that can be found in the Accounts (UserID) and Contacts (License Code), but I cannot figure out
How to unlink related entries in Zoho CRM via Zapier?
Hello, if got a little problem… I have created a Zap in Zapier that synchronizes updated entries in the “Contact module” in Zoho CRM and an account (if the contact is linked to an account) to an app with the name Bexio (an invoicing tool). Everything
Zoho Flow connection to Hubspot
Hi - has anyone set up a connection between Zoho Flow and Hubspot CRM? I have set up a Flow which polls for updates to Deals in Hubspot and - depending on certain conditions - creates an account and contact in Zoho CRM from information in Hubspot.
How to use insert/update Records API to enter data in lookup fields
Has anyone ever tried (I assume someone must) to insert/update the value of a lookup field to Contacts/Leads using API call? I have added a mandatory field to Products that is a lookup field linked to Contacts called "Seller". When I retrieve data with the APIs I get the concatenated "First Name"+"Last Name" of the contact record as the field value for Seller. This is good, my users can see which contacts is selling the given products. The problem comes when I want to insert a new product (or
If products are designated as a certain type, I need all that are in a quote to be added together in a single field
I have about 20 products in my catalog, 12 of them are monthly recurring services, the rest are one time charges I have created a field in the product that designates the recurring as "monthly recurring" I have also created a field in my quotes that is
zoho biometric integration and zoho phone calls integration
Hi! we need zoho biometic integration and zoho phone calls integration !so can u pls guide me.
App Spotlight: Leaflet for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Leaflet for Zoho CRM Leaflet empowers users to draft documents faster, more efficiently, and with greater compliance. Users can use pre-automated
Can I convert a picklist in CRM into a multiselect picklist?
Can I convert a picklist in CRM into a multiselect picklist? I don't want to create a new field since we already have great data in the existing picklist field. It's for the Account Type in CRM. Myah
New related list
Hi, I am evaluating Zoho CRM for my consulting business. I need to be able to store additional information about my customers. For example, I would like to collect family member information under contacts (Father, Mother, ... Names, phones, etc ). I think
Adding values to a empty subform using deluge
Hello, I am a new user. I have create a workflow function that is attached to a form and is ran when a user creates a new form. The form is a quote. I want to populate a empty subform on the qoute with data from another modules subform upon creation
not able to create leads
<?php $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://www.zohoapis.eu/crm/v2/Leads", CURLOPT_RETURNTRANSFER => true, CURLOPT_ENCODING => "", CURLOPT_MAXREDIRS => 10, CURLOPT_TIMEOUT => 30, CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1, CURLOPT_CUSTOMREQUEST => "POST", CURLOPT_POSTFIELDS => "{\n \"data\": [\n {\n \"Company\": \"West Coast Riders Inc.\",\n \"Email\": \"navin1@magento360.com\",\n \"Website\": \"www.westcoastriders.com\",\n
CRM IMAP not syncing system forwarded/redirected emails.
We have several email addresses that are set up to forward to our active email inboxes (cPanel). Some are old employee emails that our customers still email. These emails makes up a significant portion of customer communications. How these show in our
Custom Fields: Adding a "Top Level" that would be available across all modules
We have 2 divisions so in the ZohoCRM I'd like to be able to set every lead/contact/account to be either "A" or "B" No problem with adding custom fields but can't figure out to add one that goes across modules. Thanks!
Can't remove Lead/Potential/Contact fields created by deactivated extensions (Google Ads, SalesIQ)
Hi, I've been experimenting with Zoho CRM's extensions like Google Ads and SalesIQ to see if they suit my business. Unfortunately, I've found that they don't meet my requirements, so I've had to remove them. Even after deactivating or removing these extensions
Way to sort contacts by "last activity"?
I cannot find a way to do this, but I am wondering if I have missed something. I would like to be able to sort my contacts by last activity, both ascending and descending. By activity I mean a call, a task or email. The goal would be to sort my contacts
Meeting with zoho staff
If we have a big problem zoho team is setting up a meeting. But then it starts. You have to email a couple off times to get a moment. And if the moment is there we don't receive a link of we then we receive a meeting link but the staff isn't showing up.
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