Custom Email Template Striping CSS
I have added a custom email template to my account and when I look at everything in Zoho it looks good but when I actually send the email out it seems to strip out the css in my email? Any idea why this might be happening? Thanks,
Apple Plugin?
Does any Apple plugin for Zoho CRM exist? Especially Mail sync ?
Add shipping to quote
Hi, I find it strange that there's no option to add shipping to a quote. Am I missing something? Thanks, Quinn
Zoho CRM connect with Klipfolio
Hi, I am able to connect Zoho CRM and Klipfolio but facing issue in defining date range for lead pull in query parameters for Zoho as data source. Did any one restrict the data pull with dynamic date, like Start of Month? Regards
Shipping cost in Zoho CRM quotes
Hey y'all, what's the best practice for adding shipping costs to a quote in ZCRM? I suggested that my client just add a new product for shipping costs but they don't really like this. I notice a separate shipping cost feature was requested in ZInvoice.
Can webforms integration possible in angular project?
When we embed the code in index.html it's working fine but it is not working on component.html file, please let us know your thoughts.
Is there any working demo for PHP SDK version of ZOHO?
I have tried as many as different 15-20 blogs for authorization and trying to take PHP SDK into action. But none are working at all. If we pass authorization, then it throws Refresh Token error. If we pass Refresh Token error we get some other exception.
How to execute a Document Merge from the CRM to see its results
Hello team! I have been exploring the Email Document Merge tool in the CRM, which sends me to the Zoho Writer to create the Document Merge. It is already connected with the Zoho CRM and I would like to explore a bit its functionality before trying to
Community Digest - December 2020
Thank you, Zoho Community for coming together and braving 2020! We're grateful to have witnessed the community spirit grow and thrive this year and, look forward to the same in 2021. Happy New Year! Announcements Register here for pre-early access to
Auto Assigning a record number
I am using CRM Deals module. I have a Quote Number field in my Deals form. I would like to assign the Quote Number to be 1 number higher than the last record added, so similar to an AutoNumber field. example I have 10 records already in my Deals with
Kaizen #17 - PHP SDK
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the PHP SDK. PHP Software Development Kit PHP SDK allows you to create client PHP applications that can be integrated with Zoho CRM effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the PHP SDK acts as a middleware between Zoho CRM and Client PHP Application. What can you do with the PHP SDK? You can use the PHP SDK
CRM KPI
Guys, Wondering if someone can help on this. I have a custom "Assets" module that tracks our sold equipment with serial number, billing party (custom module) and end-user (accounts module) - billing party describes who purchased it, end-user is who uses
What is the Best Solution Zoho CRM + Zoho Books + Zoho Project?
Hello, I work as an independent consultant, specializing in CAD/CAM software in the Kitchen Design and Manufacturing space. My clients are users of the software and I provide a wide range of services such as consultation, training, management, setup,
CRM Feature Request
I would like to see a special follow up task.. that I can set to a contact that only updates when it is completed rather than the normal recurring that places every recurring task in the list.. I like to set follow ups and regular intervals to each of my clients and many prospects some weekly, monthly or various time in the year.. However If I miss one I do not want 2 out standing tasks... So is there anyway to do this or to make an enhancement to do it.. I was using the pulse and ran out of the
Showing account name in reports when task is added at deal level
Hi :) Is there anyway to generate an activity report (for tasks) which shows the account name of the deal, when the task is added at deal level? I cannot see anywhere how you can show a report for tasks added at deal level which will show the account
Datetime fields in Zoho CRM
Trying to add a custom field to a form, how can I format to show only the time?
This file could not be imported. To import the file, it must have 151 columns or less.
I have a fairly large Contacts list of fields, where i use Zoho One's CRM. I am unable to create an invoice using Zoho Finances' Invoices from a related lists. Is this Error based on too many fields in my Contacts? Can someone suggest a solution to fix
Outage?
In Zoho CRM, when we try to export an invoice to PDF the webpage hangs for a long period of time and sometimes times out. I have looked for a website where Zoho reports service outages or issues but can't find anything. Where can I find service status
Starting a Free Dog Training Program
Hi, My name is Jim Walker. I own a company called Modern Canine Services In the Phoenix Arizona area. We do local Dog Training and also educational content online. We would like to start offering FREE dog training for people, especially anyone who has
How Can I remind my lead to complete zoho form
Hi There, Here is what I am trying to achieve with Zoho Forms and Zoho CRM integration. It would be great if someone can help us! We record lead information in our Zoho CRM Lead module and send a Pre-assessment form (Design in Zoho forms) to that lead.
Adding a new shipping address in an Estimate (Zoho finance)
HI, We are using the Zoho Finance module inside the CRM. Our sales are creating Estimates / Deals. However for an estimate, we need to add a new shipping address (as our contact wants to ship to another address as the one saved). In Zoho Finance it seems
adding users and allowing access to crm
Hi, I'm very frustrated - I want to add users to my crm account and allow them access to all the records. its either impossible to do or very well hidden. i've invited users but they have to create their own account, which doesnt access the company
Can I get content with 204 on a search call
Hi, Is there a way I can get the searched content back in response body along with a 204 status? Thanks.
Report Issues
Please provide UI for -sorting reports by name -last modded -name of editor -last run -edit name (w/out opening entire report) -edit description (w/out opening entire report) dgdlux
Zoho CRM Search API always returns empty body
Hello, I'd like to find a contact using the Zoho CRM search API. I passed all the Oauth2 steps, I can list my invoices for example. But when I try I always have an empty response. Nothing in the body. curl "https://www.zohoapis.com/crm/v2/contacts/search?word=publi&org_id=123456"
Lead to Accounts Conversion
Hello, Quick question, when a lead is converted into an account, using the CRM, is the leadID = AccountID? We are using the CRM API to export data and we need an ID consistent between the lead and the account once it is converted. Please assist. Thank
Need help with function that carrys tags over from contacts to deals
I think I have the actual code correct but I believe that I am having trouble regarding the setup of the connection. The scopes I have for the connection are: ZohoCRM.functions.execute.CREATE, ZohoCRM.functions.execute.READ, ZohoCRM.modules.ALL The error
BURST SMS Integration
Hi, I am trying to integrate my Burst SMS account to Zoho CRM. I have managed this by using the following video https://www.google.com/search?rlz=1C5CHFA_enGB717GB717&sxsrf=ALeKk01ZiAy5y3YsvFfyJ12FhzYtpOvqPw%3A1608575597720&ei=bergX6LHK9aQ4-EP9ra4gAk&q=intigrate+burst+sms+with+zoho+crm&oq=intigrate+burst+sms+with+zoho+crm&gs_lcp=CgZwc3ktYWIQAzIICCEQFhAdEB46BAgAEEdQwQ5YuBRgnBdoAHABeACAAbQCiAGcCJIBBzAuMS4yLjGYAQCgAQGqAQdnd3Mtd2l6yAEIwAEB&sclient=psy-ab&ved=0ahUKEwjiseKI29_tAhVWyDgGHXYbDpAQ4dUDCA0&uact=5#kpvalbx=_cergX-LPKvya4-EPsd226A011
separate the deals, accounts …etc
can I separate the deals, accounts …etc. based on the department of the logged employee ?
Data Validation for Select Field
Good morning. I would like to apply data validation for a field that is a Select Field (From a list of users). The rule that is to be applied depends on the value of another Select Field (Choose from a list of possible Deal sources). Depending on the
Bulk Write Api: Associate Contacts with Accounts when I bulk write Contacs
Hello everyone. I'm posting here after trying chat support. Maybe someone in the community knows the answer. Doesn't seem like it should be that difficult. I generate a CSV of clients and create a bulk write job. All of the clients are created, but none
Notifications API
I've enabled notification for a channel to be notified anytime a contact is added, edited, or deleted. The request to enable succeeded, however I never receive the callback. I'm recording the callback to the database when it comes in, it doesn't ever
Create Weekly Task to Update Customer?
What's the best way to create a weekly Task that reminds you to follow-up with a contact within Deals Module? The catch is we just want one task created each week, as long as the deal is not in a "Closed" Stage, and do not want 100 tasks created all at
Zoho CRM API v2 Access Token refresh limits
I know a single Access Token is valid for 1 hour. And a Refresh Token can be used unlimited times to generate Access Tokens (although only the most recent 30 Access Tokens remain valid). But are there any time-based restrictions on how often you can use
Sending email template with additional Icalendar feature to guest.
Wondering how to send an email with Icalendar (Ics) feature to customer? Open customer open the email, they can add to their calendar / agenda . The same feature like when received flight ticket voucher , or hotel reservation voucher. Just wondering
Hide Leads and Contacts from other users
How do I hide mi Leads and Contacts from other salesman in the Company? I would like the Administrator to be the only one that can see all the information, I want other users just to have access to their information. Best regards, Pedro
Customize Lead Header
Can we customize the Lead layout as shown here where it says unkown?
Directions on creating App specific password for Microsoft Outlook
It is impossible to find the directions for how to create an app-specific password for Outlook. You need this if you have two-factor authentication and want to sync with Zoho CRM. It is located on the "Additional security verification page". If you can't
Messages section on the CRM iOS app now support IMAP accounts
Hello All, In the latest version of the CRM iOS app (v3.6.3), the MailMagnet/ Messages functionality now supports the IMAP configuration as well (i.e when the email account is configured via IMAP on the desktop site). To know more about MailMagnet feature
FB Messenger as intergrated communication channel for leads and deals
We are looking to intergrate FB Messenger as a form of communication alongside email and phone calls, we want the messenger conversation to show as a recorded module in both the lead and deal. Has anyone acheived this yet? we see the question has been asked but no one seems to have created a solution?
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