Switch/upgrade your telephony extension
Important notice regarding your telephony extension For quality and security reasons, we began upgrading all our telephony extensions to their latest versions in July 2019. We then further deprecated the support functions for older versions of the below-listed
Recent updates in record sharing, custom views, portals, and more.
Hello everyone, Some recent updates that were released in the month of January and February are as follows: Sharing records from private or public read only modules with all users Earlier, users were restricted from sharing records from 'Private' or 'Public
Using notes in a mail merge report
I'm creating a mail merge report in Zoho Writer for Potentials. I have already seen how I can include related records and their fields, such as contacts appearing in the contact role related list. However, in the available related lists to pick fields
Spaces in Invoked URLs
We have a custom button that invokes a URL that includes the Account Name as a merge tag. If that account name contains a space, it is being passed through as a `+` symbol instead of the standard `%20` - is there somewhere I can change this?
Workflow Trigger - Create - Stopped working for converted Accounts
Hi, i just noticed that a workflow that was set to trigger on Create for accounts lately stopped working for accounts that were created through Lead conversion. The last time it did work was on December 14. The next time we had an account created through
Trying to configure a creator app in the CRM gives me a refused to connect error
I'm trying to configure our app in the CRM to change the way it's displayed. however I keep getting this error. What do I need to do to solve this?
View Last Activity Time on Individual Records
How can I display the `Last Activity Time` on individual records? I see it in list view, but not record view. We need to display this for our Salespeople to easily identify the last time an account was contacted or a note was created.
Remove Default Currency Field
How do I remove the Currency Field from a section in a module?
Absolute no innovation
This is a generic question to Z CRM Team - Why is Z CRM not innovating? In simple terms - It's all so generic and nothing unique. Have you looked at how Pipedrive, Close.io and the likes are launching features which are unique, productive & first of it's
Pushing CRM products to Books as items via script - how to link the two?
I am aware of the integrations available between Zoho CRM and Zoho Books, and our company is leveraging them. However, syncing needs to happen on-demand for one of our workflows, which requires producing entries for custom product in CRM and syncing them
Adding a field to a related list
I would like to create a custom related list between vendors (or a custom module) and deals that has additional field specific to the union. For instance, Contact Roles and deals have a field that only pertains to contacts in the deal. That field is
In Japanese, "meeting module" is mistakenly translated as “予定”.
The word “予定” means "plan" or "scheduled" in English. This will appear in both CRM and Desk activities. The schedule is a temporal concept. I have complained to the Japanese community about this, but they have not escalated the issue. The concept of schedule
User Management
Hi, I am having some trouble with user profiles. I have two profiles. Standard & Admin Standard users fill in a deal Admin user then goes to that deal and adds sensitive data, by doing this standard users are then able to see the admin section of the
How do I insert data into a pick list using the API?
I am using the exact same name as the name in the drop down of the pick list, however it's not recording any entry when I create a new record. Seems like I do have the fields right, but it's just not working. Is there a certain way to do this? Thank you!
Change default calendar view
Hoping someone here can answer this small but irritating issue. I use Zoho's calendar to schedule my client's meetings and travel. The calendar automatically opens up showing only my appointments, which are few and far between. Is there away to change the default view to either show all users' calendar, or just always show my client's calendar rather than my own. Thanks Yvonne
Zoho CRM 2021 Overview & Best Practices Webinar Presented By Zenatta Consulting
Join us next Tuesday, February 16, 2021 10 AM PST by registering here The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss feature changes to Zoho CRM 2021 and an overlook at general best practices.
Function's Name column is too narrow
Hi, A Few months ago, you have made some great changes to the functions management. In the proccess, looks like you have narrowed the column width of the "Function Name" and it is very annoying... Can you please switch it back to how it was before?
Trigger one specific workflow when using "{"trigger":{"workflow"}}"
When using "{"trigger":{"workflow"}}" it triggers all workflows on the specified module, but ¿Can it trigger one specific workflow, or workflows? If this works would be really helpfull since I need to trigger only one workflow from another module, without
How to integrate a WordPress form in Zoho?
Hi! Can I integrate my WordPress form in Zoho? I have already created a forma in WordPress and i would integrate those in my Zoho CRM. It's possible? I don't want create a new form with Zoho
What does the "follow" button mean / do?
In accounts, What does the "follow" button mean / do?
Zoho CRM Blueprint Transitions no related list.
Is there a way to setup up a CRM blueprint transition to use a multi lookup field as criteria?
Auto-create Event with Call Information after Logging Call
Hey all! I am new to the forum and am on a learning curve with these Functions. I could definitely use some help! Goal: I'm trying to create a function (and workflow) that will create an Event on my calendar upon completing a call or logging a call with
access denied from this IP address
I've sent six email support requests since last Thursday. Since I couldn't access my accounts, I couldn't access this forum - I had to sign-up a new account which was quite inconvenient. Simply, it's not possible to login to my CRM, my Zoho One or any
Populate a contact lookup field based on selection of a PickList
Hello, I know that i can setup a field dependency to auto select items from one picklist to another, but what we would like to be able to do is to select a District picklist field that contains a listing of cities and then populate a contact lookup field withing the lead with the correct person. is this doable? and if it takes coding help would be appreciated! Thanks, Rob
Contacts Module Button not converting to custom module
I'm trying to create a function that sends a contact from the Contact Module to a custom module FormerMembers (API name). I've commented out the delete line of code until I can get this operational. I get the success message, but nothing seems to be created.
Function day of the week? Help.
Hi, I am trying to write a function that when I create a new Lead get a date information from one field and place it in another field with different format: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday. Zoho CRM: Program Leads: Modul
Data Storage bugs
Dear Zoho, I am evaluating Zoho CMR and created a test dataset with all accounts and deals - all imaginary. I imported test generated deals from a CSV file. I also created some manual deals before the mass deals import. Then I removed two manually created
Analytics dashboard cards show sporadic inconsistent data after each refresh
Dear Zoho, I am evaluating Zoho CMR and created a test dataset with all accounts and deals imaginary. I imported test generated deals from CSV file. All went fine. However in the Analytics tab I get different results every time I refresh all cards or
How to find crm field name (not field label)
Zoho Cares is no help - they demand a screenshot - a screenshot makes no sense, completely non-applicable. Clearly someone is telling reps "always get a screenshot" arggg. Now it's the weekend and this is a critical issue for us. Here's an explanation
Disable OPT message while login
Is it possible to disable OPT message while login ? I want to login without send message to my phone.
Starter Question: how best to configure CRM for an Agency Environment?
Hello everyone, I am a new user to Zoho CRM (and Zoho One) and I am looking for some initial help/ guidance in Setting up the system so that in can be used it in a Marketing Agency - Consulting environment. Specifically, I am struggling with the following:
Attach file uploaded Zoho CRM
Hi. I'm trying attach file in email trough Deluge function, but i can't access to file, only to the url. the call to zoho.crm.getRecordById("Attachments", 150xxxxxxxxxxxxxx) return failure (150xxxxxxxxxxxxxx is attachment_Id) Can you help me?
How to link contacts with accounts automatically
Hello everyone, it is my first time using this CRM i come from SALESFORCES, i want to match the contacts fields with account fields throw .csv files but i don't know how to do it. I already imported accounts with "ID NAME" unique for each acc. I have
CRM - Unable to remove an old account and to join organization CRM
Hi One of our employees have created her CMR account, using her organization mail, no I need to join her to our organization CRM, bur when she receives the invitation mail, zoho CRM says that ist not able to join the organization CRM because she is the
Pre-filled input fields with placeholder/default value
I do have a custom module in Zoho CRM I am trying to pre-fill a field (mandatory field) of a custom module with a specific value (the field will be overwritten by a autonumber in a second step via workflow later). But at the beginning when a new entry
v1.0 Auth Token Deprecation
Hello! You would be aware by now that we deprecated our V1 APIs on 31 December, 2018 and that they reach End-of-Life(EOL) on 31 December, 2019. In continuation with that context, to minimize the consumption of v1 APIs, we are disabling the creation of new auth tokens from the below mentioned URLs from June 1, 2019. https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=mail&PASSWORD=password What will happen
Very simple deluge issue from a beginner
I'm trying to get the lead owner's mobile number to auto fill into the Lead when a lead owner is assigned. when i run the code with an Info output i get "Null" and when i map it to the lead i get nothing. I'm sure its simple but I'm lost . any help
Set Product to "Inactive" after adding it to a SO
Hello! Hope someone can help me out with this. Maybe it would be a simple thing but, I'm a newbie with the platform. I change the label of the SO to "Separaciones" and Products as "Listado de Lotes". What I'm trying to do is a Workflow that updates the
How to edit a scheduled email
I have scheduled an email to a single contact for the morning. I need to change one of the attachments. Is it possible to edit a scheduled email? Thanks
images
I'm using the CRM Dev to play around and try get my head around it all. when creating an email template - I'm linking to an image via a URL and then below simply using the Organization logo ${companyLogo} the tempate is created as a blank html doc [code]
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