Subform in a Web Form....
Do we have the ability to add subforms we have created to a web form? Seems like a no brainer that this should be an option. If not, is there some sort of work around. For example if our webform is requesting info about a family, how are we suppose to
how to integrate ZOHO CRM with avaya IP Office
Hi We want to integarte ZOHO CRM with AVAYA IP office. Actually we are using avaya for communication. So can you guide me what steps we have to perform??
Revision in individual and total field limits for the Enterprise edition
Hello everyone, We have made some revisions to the field limits for the Enterprise edition. Total number of custom fields allowed: Earlier we allowed a total of 310 fields/module, now you will be able to add up to 300 custom fields/module. If you have already added more than 300 custom fields we will keep them intact, however you will not be allowed to add further fields. Individual field limits: The table below shows the old and revised limits for different types of custom fields: Field Type
Half of my workflow stopped working this morning
Hi I have a workflow that has 4 actions whenever a contact is created through a Zoho form. This morning 3 of the 4 actions have just stopped triggering for me even though it has worked in the past. The three that aren't working are two email notifications
Is it possible on invoice creation, to automatically send the invoice as pdf from an inventory template, to the client?
In combination with Zoho Flow, I've managed to automate the creation of the invoice in CRM, but cannot seem to figure out how to send the same invoice as a pdf attachment to the client via email.
Linking a new lead to a campaign in custom function
while using the zoho custom function ( code is bellow ) campId = "xxxxxxx"; mp = Map(); mp.put("Campaigns",campId.toLong()); resp = zoho.crm.updateRelatedRecord("Campaigns",campId.toLong(),"Leads",leadId.toLong(),mp); info resp; it executes but
Linking a new lead to a campaign in custom function
Hi all, I have leads that automatically come into Zoho CRM from Facebook Lead Ads via Zapier. I'd like to link a new lead to a specific campaign when the lead is created in Zoho. I was thinking of doing this via a workflow. Can anyone please help out with the code for the custom function? Much appreciated. Matt
Zoho CRM to Zoho Forms link: usable outside of email template?
Hi, I really like the Zoho CRM to Zoho Forms integration. We use the link in our email templates. I would like however to invoke the url directly from a button for my users to use. Is that possible or is the Zoho CRM to Zoho Forms url only available for
Set Number Field to Zero
We're using Flow to set a field when a customer completes a survey. If they give a score of zero, it leaves the field blank instead of setting it to zero. Any ideas on how we can get it to display `0` and then allow automation to kick off based on the
Get holiday list from Zoho CRM
Hello, following function has a <holiday_list> parameter: <variable>=<start_date>.workDaysBetween(<end_date>,<weekends_list>,<holiday_list>); I would like to pull the holiday list from zoho crm. I could not find any reference on that matter. Is it possible?
Round robin based on User's gamescope?
Hello, dear Zoho community. Are there any chance we can assign the leads via round robin using the User's gamescope as criteria? Or probably there is another better solution to assign the lead to the best User?
Zoho CRM custom function API request syntax - calling from Google Apps Script with custom arguments in Body/Payload
Putting this down here as it's taken me ages to figure out - hopefully can save time for somebody else. Objective: call custom Zoho CRM function from Google Apps script, with custom arguments in the Body/Payload Sample Google Apps script code function
Unable to find custom module in the reporting module
We have created a module called "support contracts" this holds some vital information that we need to report on, this information then needs to be used in analytics. I however cannot see this custom module in the reporting module and wondered how I get
Lead allocated date and agent
To create some true lead conversion stats I need to know who was allocated a lead and when. Has anyone found a good solution for this? Or do I need to crate two custom fields wheich are then updated at the point of allocation?
Zoho Blueprint prefill prompts
Hello, when a lead transitions from one state to another, the blueprint pompts the user to create a call. The user has to provide all the fields marked red. Because this is a standard process in our company, I would rather have most of the fields prefilled.
CRM data and webforms transfer
So i have been using Zoho one Subscription for a while, and recently the business split into two. The new company will do majority of the work that was done prior and have a new name, domain etc. So i am planning on downgrading the existing zoho one account
Field value = A. If A is blank, B. If A&B are blank, C
I have 4 fields. I want the "Result" field to display the value of either A, or B, or C, depending on which fields are EMPTY. If A is not empty, Result field value is A. If A is empty, result is B. If A & B are empty, show C. If A B C are empty then blank. For example, if B is the only empty field then it would still show A. Field A Field B Field C Field Result I know how to do something like this in Excel, but can this be done within ZohoCRM?
can you prefill related list module on creation
Scenario I have a custom module called SMS, which has a lookup to the contact module. From the contact module I have the related list set up so that I can add new SMS (links to SMS custom module). Problem When i click new SMS i want to prefill the Mobile
Customizable Call Layouts
Hi Guys, we use Sipgate as Phone Provider and everthing runs well, but we need urgently the ability to customize the phone pop up box! Story: As a Sales Representative I want to document my CALL RESULT [DROP DOWN] (e.g. Desisicion Maker not reached, Meeting
Call Dispositions in Integrated CTI
The ability to click-to-call is essential to a CRM. While there's a CTI adapter for RingCentral, its lacking critical features/functionality. When you place a call, you provide the ability to type notes within the zoho pop-up, but no way to track a call
Mail Merge & CRM
Hi, We are business to consumer and some times we have to send physical letters to our customers. If i run a mail merge it all works great. When I go back to that record is there somewhere I can see that a mail merge has been sent and the content of
Create report or modify print view
I want to specify what data is displayed in my Accounts module. For example, "John Doe divorce" is an account. I want to print/display certain parts of the account information (and not all of it). Can I do this? If so, how?
How to search records by date in the JS SDK?
Does anyone know if it's possible to search records within a date range via the JS SDK? the COQL query I have working is (changed for legibility) : SELECT Name FROM Leads where (Created_Time >= fromDateTime and Created_Time <= toDateTime and Resource = resourceID) I'd like to be able to execute this same query via the JS SDK but this doesn't work: ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"criteria",Query:"((Created_Time >= fromDateTime and Created_Time <= toDateTime and Resource = resourceID))"})
What is the automatic email that is sent after approval in the Approval Flow?
I have a question about the email that is sent out after approval in the approval process. Is it possible to change the delivery setting of this email, destination and message content?
PostCode Or ZipCode Lookup - PCA Predict
Hi, I have been waiting for this chrome extension to come out and now its live. PCA Predict a UK & international postcode or zip code lookup service have made a chrome extension that can be configured to work on Zoho CRM :) https://chrome.google.com/webstore/detail/pca-predict-real-time-add/ghoaecjajgjgmildhfkbckibpamokhgc?
Why so much downtime?
Why does Zoho crm seem to experience so much downtime? How are you getting around it when you're agent's aren't able to log in and do their work?
ZohoOAuthException when trying to fetch access token with Java SDK
Hello, I first tried the french documentation which was obsolete. I had to go to the english documentation to have up-to-date information. Or so I thought. I had to modify the given code. Instead of ZohoOAuthClient client = ZohoOAuthClient.getInstance();
client.generateAccessToken("generated_grant_token"); I had to write : ZohoOAuthParams zcrmAuth = new ZohoOAuthParams(); zcrmAuth.setClientId("(replacing for posting"); zcrmAuth.setClientSecret("(replacing for posting)"); zcrmAuth.setRedirectURL("https:
sort order in CRM View for Activities
I generally like the design of the CRM view for activities. However, it has a fatal flaw that makes it unusable: the order in which the activities are sorted. According to the documentation, "The records will be organized based on the time it was created, i.e the latest ones will be the first in the list." There are very few contexts in which this is useful. In 99% of cases, users want to see their activities sorted by due date, with the oldest (overdue and upcoming) activities at the top of the
Using Custom Module to adjust field visibility in the Deals section
In my deals section, I have a look up module that links to a custom module. I would like to use the settings in the selected custom module record to alter the visibility of certain fields of the deal. For instance, Deal Field A Field B Custom Module Field C -----custom module lookup-------> Field A' ----> if selected, field A is visible if unselected, Field A is hidden
Auto-import lead/contact pictures from social network profiles
Since we can already associate LinkedIn, Twitter or Facebook profiles to leads/contacts on Zoho CRM, I believe it should allow their profile pictures to be imported (or displayed) on the Zoho CRM user profile directly. Currently, I would need to save the picture to disk and then import it into the contact, which is not very practical.
Update Layout field in accounts using bulk write API not working
Hi, I am using bulk write API to upset accounts in CRM and it is working fine except for one thing: When I map the Layout field to a Layout field in the csv that contains the id of the layout I want to set for the accounts it is not updating/setting the layout in the accounts. I have also tried to set the default layout for the user that creates the job with the one I want to set and it doesn't get set on new accounts. How can I do it? I have searched for information but the only information I have
configuration.properties not found
Hello guys i got a problem when im trying to use the Api. 0Current user should either be set in ZCRMRestClient or in configuration.properties fileUnknown but configuration.properties exists and contain the currentUserEmail apiBaseUrl=www.zohoapis.com apiVersion=v2 sandbox=false applicationLogFilePath=/***/*** currentUserEmail=***@***.com
App Spotlight: Klenty Email Automation for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Klenty Email Automation for Zoho CRM Klenty is a powerful sales engagement platform that helps sales teams send personalized emails and schedule automated follow-ups, calls, and tasks with prospects. Integrate Klenty with Zoho CRM to automatically sync contacts, set automated workflows using triggers, and more—all in a way that scales effortlessly with your business. Get the extension
how to stop a workflow about unanswered emails
Hello, i created a workflow, that reminds me via email about outgoing unanswered emails. Question: How can I stop these reminders.../ workflow ;) it should only be executed once, so that I get only one notification and not every following day... Tha
Continuity Between Leads, Contacts & Accounts Modules
Hi, I seem to be missing something here while customising the CRM. I am trying to sort out the Lead > Contact > Account process, (aka simply converting a lead into Contact & Account). In the Leads module, I've customised the standard layout exactly as needed including custom values in the pick lists for 'Industry' and 'Lead Source'. Is there any way to copy the layout from Leads to Contacts? If I have to recreate the layout in Contacts, manually; then the entries in the picklists for the same named
Hack: Fixing broken email with Zoho CRM-ShowTime integration
I'm running a bunch of online learning sessions in Zoho ShowTime, for which I need to send follow-up emails when someone attends/finishes a quiz/signs up but doesn't attend. As those of you who do this (I'm sure I'm not the only one...) know, if you try and open up the ShowTime attendee record in ZCRM, sending an email errors out. While I "kindly wait for [Zoho's] development team to look into this", as the support folks always say, I've come up with a good workaround that gets the job done pretty
Read Only & Hidden Fields Problem with Custom Functions and Formula Fields
Hi, so I am having a huge issue which technically shouldn't exist: We use several custom functions and formula fields to make calculations for our prices. Thus, certain fields should not be visible or editable since they are filled automatically on creation. BUT, if a field is set as "hidden" formula fields can't "see"/access their data either, which is kinda ridiculous. AND, "read only" fields can't be populated by functions. Please correct me if I am wrong. If not, please adjust in near future!
blueprint - multiple checklist in a transition
this idea would be able to have multiple check list during a transition. some stages we have long checklist: example - we are reviewing legal documents, we need to check multiple sections of a document, now our checklist is 30+ items spanning multiple sections. these checklist do not make sense as multiple stages because its all one document review, and/or they are not linear in nature. Current Check List Example schedule a - check this item schedule a - check this item schedule a - check this
Help - CRM - with filtering and limiting user access to leads/contacts etc
New user here so apologies if I've missed a resource or previous post. I've searched these forums to the best of my abilities (with my current CRM knowledge), and have attempted several solutions with no success. We are a business group with one main office and five locations. I have a Zoho One account with six user accounts. First I have a "Master Admin" user for our main office. I then have five other user accounts for each of our locations (Location One, Location Two, etc). I have the CRM module
Conditional IF between two modules syntax
Hello, I am trying to write a conditional statement with deluge to speak to two different fields in two different modules within the CRM. Is this possible and what would be the exact syntax to use. Below is an example of what I am trying to accomplish: variable1 = zoho.crm.getRecordById("Module1, module1id); mp = Map(); if("module1_field_API" == "Yes") { mp.put("module2_field_API","Yes"); } update = zoho.crm.updateRecord("Module2, module2id, mp); info update; info mp; Is this totally wrong? Any suggestions
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