Zoho CRM call custom function from another custom function
Hi, is it possible to call a custom function from within another custom function in Zoho CRM. This way you can have smaller and reusable functions. Thank you.
Track Emails Marked as Spam
Hi there, Is there any way to track whether the Workflow Emails or Mass Emails sent out, if the emails are marked as spam by the recipient? I want to know the spam rate for the emails I send out, so that I can fine tune it. Kindly advise! Thank you :)
Assign records based on user roles in an organization
Dear Customers, We hope you're well. We are excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteria
Blueprint transaction not marking previous task as "Complete" when transitioning to next action
Has anyone figured how to get the actions or task to mark as completed when the transition to the next step is completed? (Ex: Transition from "Set up Call Appointment" with a task scheduled to call in 2 days> Next Transition is "Call Completed". Shouldn't
Enable Telephony in Channels for Developer Account - User ID: 60030356237
Hello Team, Good day! I am an engineer here at Zoom. I was integrating Zoom Phone (Telephony) app with a developer edition of Zoho CRM trial (User ID: 60030356237), however, I learnt that I didn't have various channels in my Zoho CRM. The one I am interested
Sub-Forms
Hi all, In the Deals Module, i have a sub-form for multiple companies with different contacts. The Deal is the project we are quoting, and the sub-form is the builders that we are quoting to. When we choose the builder, we then choose the contact related
lending system
We are a lending company that disburses loans to customers and collects repayments with interest over a period of 1 to 12 months. Is there a Zoho app that matches our requirements?
Can I generate a Zoho Access token using ClientCredentials flow?
I have a "Cron Job" that runs every hour. It will update 1 (to many) Zoho CRM 'accounts'. To do this, I need to use an access token in the 'Authentication' header. Now I can manually do this via the "api console" (https://api-console.zoho.com/) and manually
Zoho Notes Search
Is there any plan to add a search option for notes within a record? the global search for notes isn't great at connecting the notes found to a specific record and as far as I can tell you can't specify a record to search for notes within. I've tried some
Get records from zoho CRM (Invalid Request)
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.eu/crm/v2/Subscriptions 400 (Bad Request) widget.html?serviceO…F%2Fdesk.zoho.eu:88 { "code": "INVALID_REQUEST", "details": {}, "message": "unable
Migration from ACT
We have been in the process of migrating our data from an existing ACT database for several months. The migration was imported incorrectly and now we are told nothing can be done to fix it. We call customer service in Texas and the call gets answered by an agent in India. We cannot get any local support and now are six months into the project without 50% of our data. Please do your homework before migrating an existing database. ZOHO is fine if you are starting with a clean slate.
ACT to Zoho migration
We are looking into switching from ACT to Zoho CRM. We'll have over 5 users so we understand that Zoho will migrate out database for free. We are concerned about the ACT Notes. They contain rich text formatting. Does this need to be cleaned first?
New York User
Hi, I'm new to Zoho CRM & getting up to speed with sales automation. Are there any user / meet-up groups in the NYC metro area ?
Sending Emails Through Zoho CRM
Hi We send some emails to clients through Zoho CRM. We usually send them from our email account, however, I would prefer to send some from our no-reply email or our contacts email account. However, when I select these emails I get a message that says
Export CRM email template to HTML
Hello, I was wondering if it was possible to export the HTML of a CRM email template? Or at least copy/paste the HTML code? I can't seem to find the option anywhere. Thanks!
Trace Workflow Rule email notifications
I created a workflow email notification that triggers whenever a Custom Module is created. However, I noticed that there is one instance where it didn't trigger. How can I investigate the reason?
Function-5: Create Quotes from deals with just the click of a button!
Welcome back everyone! Last week, we learnt about how to get the total taxes, total quantity and total discounts for a customer at a glance. This week, let's look at a custom function that makes your deals proceed smoother by creating a one-click-Quote directly from the deal. Business scenario: You hit a stage in a deal when you know it would follow through. This is when you must create a Quote. which is a legal agreement between a prospect and a vendor. Wouldn't it be cool to add a button to the
Module Search is Overcomplicated
The module search bar is near useless to me. The amount of parameters I need to fill in and check off is aggravating, and usually end up yielding no results because I made a minor mistake. I could see if I had 10's of thousands of contacts wanting to
Run a report of average stage durations by stage in the Deals module
I need to run a report that shows the average number of days that a deal record is sitting in each stage. See screen shot. For instance, I want to know how long records are (on average) staying in the "Equipment Received" stage before it is changed to
Investigating adding SMS add on to Zoho CRM - Which is the best?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrations
Replace Case Subject with Case Number
Hello, I've been trying to create a function that replaces the content of Case Subject with a Prefix+System Case Number as soon as the case is created. Still new to Deluge and having issues with function programming. Any Deluge guru's help would be
.Net integration
All the things I see that are .Net related are fairly old. I am trying to find a good way to integrate with ZohoCRM from a .Net 8 C# application. Something that does not require MySql or Newtonsoft. Something that can be ran in an AOT project. What is
Kaizen #53 - Sales Orders #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss inserting, updating, and deleting a Sales Order via an API. What is a Sales Order? A Sales Order is a document sent to your customers to confirm the items and prices of a sale. It is usually created after a quote is accepted by your customers, and your items are ready to be shipped or delivered to them. Getting a Sales Order Use the Get Records API to get the record(s) from the Sales Order module. Request URL: {api-domain}/crm/v2/Sales_Orders
Subform Column Freezing and Widths
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challenges
Columns width and column freezing in CRM deals and SubForms
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challenges
Filter Lookup Field In Zoho CRM
Prior to zoho's recent lookup filter update we were able to filter a lookup field based on another lookup fields selection. Their help hasn't been helpful, so starting to go outside the box to see if anyone has any solutions that still works even if it
I am looking for the best integration for bulk SMS between Zoho CRM and our clients UK only. Any thoughts please?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrations
CRM will update “tape” if there an event on specific date
Its possible? I’m a weeding photographer and I want to know if there event on the same date
We have been without Email capabilities and GMail Integration for over 5 days - Business Down. Has anyone else experienced this?
5 Days ago we noticed that ZOHO CRM stopped integrating with our Gmail. All worked fine for years and all of a sudden, no more Gmail integration. Upon further investigation,. we found that we could no longer send or receive ANY emails from./to ZOHO adn
New in Canvas: Customizable tables in related lists, sub-tab grouping, and actions for better navigation
Dear All, The Canvas team has made using Canvas easier and more enjoyable with a few additional customization features that can help you design more effective detail view pages. So, Canvas, as you all may know, is a platform with which you can customize
Select all records in a custom view at one go!
You can now select all records that belong to a custom list view in one shot. As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. But up until this point, this was not possible. You had to navigate to every page and select all the records until you reach the last page. This could be understandably tiring and time-consuming. We are pleased to announce that you will not have this difficulty anymore. Zoho CRM now allows you
Formula Fields in Zoho CRM - Calculating a sum
Hi, I need to create a formula field which shows the total of what the Unit Price is + 45%. The total amount of this calculation is what I need to be populated in the field. I cannot seem to be able to do this. Do you need to calculate between 2 fields
setup Trigger workflow or not when mass update
Hi , Is it possible that when we proceed mass update, it allow us control trigger workflow or not. Instead of only above 1000 record do not trigger.
CRM Dashboard upgrades: Dashboard Locking, Display large numbers in shortened form, and additional display of record count in KPIs
Availability For new sign-ups Available for Standard edition and above in all data centers For existing orgs Available for Standard and Professional editions in all data centers Available for Enterprise edition in AU, JP, and CN data centers. This is
Bulk Read Related Records
Hi all, My company is working with Power BI for its analytics and as we analyze the contacts within the campaigns, we need via API to have an access to a bulk read on related Records. Is it possible ? I mean through the cvid of a view, can i get all related
Auto Field Population
I'm trying to automatically populate certain fields when another field gets populated. We have a service module that contains a customer number field. What I'm trying to do is once that field is populated I need other fields automatically populated. That
CRM Expert to freelance in our area?
Looking for a local Zoho expert and trainer to help us move over from our 30 year old Goldmine CRM to Zoho, is there any in the Calgary area who would like to freelance for us? Thanks Ken
Data conversion from Goldmine dBase. Anyone done this successfully?
As a potential new user of Zoho CRM, I am wondering if anyone has converted complete data successfully from Goldmine dBase version to Zoho. It seems because of the way Goldmine stores data makes it more challenging. In searching old forum posts, it seems the question has been asked before on how to do it, but there was never really a resolution. I can easily export just the pure contact information, but the historical as well as pending activities are what seem to be a problem. Thanks in advance
Zoho Webform => Zoho CRM
Scenario: => Creating a Contact Layout say "Contact Customized" => There is a field called "Company Website" in the "Contact Customized" layout for obtaining the company website => This field is of type URL => I am Creating a webform mapping to "Contact
Counting Checked Checkboxes...
I have 5 check boxes, Monday through Friday. I have a Formula field I want to use to show how many of those check boxes are checked. I have tried variations of formulas that I believe should work, but I keep getting syntax errors. IF(${Attendance.Monday}=='true',1,0)+IF(${Attendance.Tuesday}=='true',1,0)+IF(${Attendance.Wednesday}=='true',1,0)+IF(${Attendance.Thursday}=='true',1,0)+IF(${Attendance.Friday}=='true',1,0)
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