Autopopulate the main field of any module
There are certain module such as deals where we cannot add a function in the main deal name. Is it possible that I can make a deal name as a compilation of different variables in the deal like "Customer Name-Quantity-Quality". Can you help me with the
Change the layout for an existing record?
I created a new layout for the Products module with many additional fields than the original standard one. I need to apply this new layout to many pre-existing Product records that were created with the standard layout. Is it possible to change the
Duplicates in reports.
In some of our reports shows duplicates of our contacts... which makes things confusing. It is a "Contact " report where the Contact Name is the main thing and then other fields added alongside. When we generate the report it shows me the list of Contacts,
400 error when submitting API refresh token request
I'm trying to set up the OAuth and generate the refresh token, but every time I send in the post request I get a 400 error and the message " An error occurred while processing your request.Please try again later." I'm certain that all of the access information
Portal user unable to create note on a record
The portal user created for a custom module is unable to see previous notes on the records as well as unable to create notes on current and new records linked to them. I have attached screenshot showing the error. We have checked the permission settings
Email bouncing using Office365 Mail Servers
I have a client that sends and receives email in Zoho CRM using her Outlook (Office365) email. I set up the account to use the Office365 Mail and SMTP servers, and for a couple of years it has worked fine. Recently, many of the emails she sends are bouncing
How do you get a record to END a blueprint and exit it?
We have a rather complicated blueprint. However when the record gets to the end of the blueprint it seems to stay in there and we cannot update the state as it is locked in the blueprint. HOW do you get the record OUT of the blueprint so the state can
File Upload to Quote
Hi there, I'm looking for a CRM that will allow me to interface with an API to create a quote and attach images to it. I see that Zoho provides file upload that's associated with an "ID" but it's not clear whether this ID can be a Quote ID. Thanks
Linking Emails to Deals within Contacts Module
Hey Zoho Team, I'm setting up Zoho CRM for a client who has multiple contacts on each deal. Are there any plans in the future to allow email linking to a deal from within the contacts module? It would definitely help us manage our data more efficiently.
CSV import upload to CRM stuck in progress
Hi all, I have a CSV file with about 10 contacts (just for testing) that I am trying to import to CRM Leads. The import has been stuck in progress for a while now, and not one contact has been imported. I have imported CSV files with hundreds of contacts
Links in Mail Templates are broken
All links in templates are changes from something like: '<a href="mailto:email@email.com">...' are being changed to something similar to: '<a href="https://email-view.com/click.zt?linkDgs=91868c96e67&mailDgs=91868c96e5f">...' This change completely breaks mailto urls and may cause issues with other urls. There was a post on the same exact issue 10 months ago that was supposedly fixed, this can be found at: https://help.zoho.com/portal/en/community/topic/links-in-emails-not-working-2-9-2015
Where is Mail Merge History stored
I sent out a mail merge but I can not find anywhere in this program where there is any history of evidence that anything was sent out to my contacts. Also, is there any way to send an mail merge with an attachment? I was hoping this program would be
"On User Input" trigger in CRM
Hi all, what are your thoughts on making "On User Input" an available trigger for workflow rules? Seems like it would make form input a bit smoother when calling custom functions to populate fields. This is already a feature in Creator.
php sdk 3 date upsert
hello, i am trying to upsert a date via php sdk 3 and i always get this error I tried both string "aaaa-mm-dd" and a datetime object : $date = "2020-01-01"; // this gets "PHP exception":{"message":"","file":"/var/www/vendor/zohocrm/php-sdk/src/com/zoho/crm/api/util/Converter.php"
Date of Birth Field without Birth Year
Hello, We rarely have the birth year of our contacts. Is there any way to capture the info w/ just month / day, so that we can still search on this field as a date? What have others done?
Tag leads that match list
I have a list of about 250 companies. I'd like to identify leads that are in those companies. I'd like to either tag or update a field to the leads from those companies. I'm not sure how I can do this. Any suggestions?
How to take information from website and import into a particular Lead layout
Hi, I have a website which is linked to Zoho CRM, our website uses Gravity Forms with a Zoho CRM plugin. In Zoho CRM I have two lead layouts I want to use for this website. One layout is for new members signing up and another layout is when a member submits
App Spotlight: Global Address Finder for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Global Address Finder for Zoho CRM Collect, validate, and automatically enter exact street addresses in your Zoho CRM from a database
Automatic Capitalization of Name Field
Hello would like to be able to build a custom function to auto-capitalize the Name field, using a custom function. We bring leads to ZohoCRM in from Unbounce. Thanks!
How to show Lead ID in a custom view?
How to show Lead ID in a custom view? It's not shown in the list of columns while creating customized views.
How to update automatically a custom field base on a date
Hi everyone, I created a custom field named "Contract Status" which has status like: Subscriber Not Subscriber Retired And also created two other fields: "Start of Contract" and "End of Contract" Behavior wanted: What I need is that if the field "End
How i can start the integrated chat-function?
We have setup more an more users now. But only two of us can find an chat other users. Is there any options to make chat working?
How to fix the text/font size?
I was recently editing some content from one of my accounts and I have done something that has increased the font size. How do reverse this back to its standard font size?
Name based matching for Contacts while importing into a module
Hi, We are trying to import data into a Zoho Standard module with a custom Lookup field (associated to Contacts module). While preparing the import file we intend to have Contact's full name mentioned in the file and expect Zoho to pick up the right
Can't import Notes with correct owner
I'm trying to import Notes into Zoho CRM from our existing system using the data migration tool. I have setup the mapping but no matter what I do the notes show me being the owner, rather than the user I specified in the Note Owner ID field. Is there
New look for the record details page
Hello everyone, We have redesigned the record details page to enhance the visual appeal. Important Dates From next week (March 9, 2020 tentatively), you can view the new UI by clicking the Switch to New Version button at the top of the record details page. After April 15, 2020 the new UI will be available by default when you open the record details page and you can switch to the old version if required. We will retain the old UI until May 15, 2020 after which it will be removed permanently. Here
CRM report using existing view
I would like to create a report of leads using an existing view rather than having to re-create the view in the reports module from scratch. is that possible? If so, ideas? Thanks, Rich
Importing Accounts and Contacts from Seperate CRM files.
We are new to Zoho. We used to use SFDC. And we retained our data from SFDC. However, the way SFDC manages contacts and accounts is to relate both to an Account ID. While trying to upload our separate Account and Contact CSV files, we were unable to map
Access Zoho CRM backup programatically
Hi, is there a way to access CRM backup via API? The use case is to safely upload the backup dump to an eternal cloud location without going through the manual "Download" process in the UI. There is probably an alternative using the export API instead
Zoho Access denied IP address
Dear zoho admin, I couldn't access my accounts, I couldn't access this forum - I had to sign-up a new account to send request Simply, it's not possible to login to my CRM, my Zoho One or any accounts. The message says: Access denied from this IP address Please assist soonest. I've lost days unable to access my accounts with no word from your support.com The correct administrator account is admin@mucintopq.vn
O365 & Zoho IMAP Email Integration Issues
So I have tried to integrate my company email, on O365, with Zoho CRM and keep running into "Invalid Credentials" failure. I am running Two-factor authentication on Microsoft side, so I went ahead and created an App Password and tried to use that password
Mailchimp opt-outs to Zoho CRM contact record
Hello, Is it possible to create an automation/sync so that when a contact unsubscribes in Mailchimp, their contact record is updated in Zoho with the Email Opt Out field checked? I don't want to sync all Mailchimp contacts into my Zoho CRM, I just need
Show line item total on a quote Including the sales tax
So on my quote, it shows: S.no. - Product Details - Qty- unit price - total the total is ONLY showing as the quantity x unit price, I need the total to be qty x unit price x TAX on each line product. Is this something that Zoho does? It does show the
Mass E-mailing Activities and closing task?
Hi guys, Say an employee has 10 of the same activity, is there a way to set it up where we can mass macro an e-mail out to these clients that have the activity and then, at the same time, update the task? Instead of individually going into each client
Tracking Changes
Hello-- We have a lot of team members utilizing our Zoho account. If they accidentally make a mistake and incorrectly assign a child to the wrong parent account, or save the wrong information, how can they go back and pinpoint those exact changes? The
Hide button in Zoho CRM
How to hide button in Zoho CRM with specific conditions?
Assigning a Product to a Deal using the External IDs
Hi, I'm trying to insert/update Deal record using External IDs, through this EndPoint https://www.zohoapis.com/crm/v2/Deals/upsert If I set the value of X-EXTERNAL to 'Deals.Product_Details.product.external_field_API_name' it returns error "Invalid external
History Tracking on custom lookup field
Hi, We have a few lookup fields in Deals module that link to different custom modules. We want the changes to these lookup fields to be tracked whenever they are updated with the Field history tracking feature. However, those fields don't show up in
How to auto create an estimate in Potential module with selected product
I'm a Zoho One user, How to create a button in my Potential module so that it will auto run to create an estimate (Zoho Finance) customer record, together with pre-filled product and amount. So that i no need to create an estimate and fill up the amount manually.
Web Tab to show Creator Link does not populate all views
When creating a web tab in CRM to show a Creator view, all views are not shown. I thought this was because they were not published, however, I have added a prebuilt education app and as you can see in the screenshot, all the views from the prebuilt education
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