Default Country list suggestions on CRM is different then on Book; how do/did others address this?

Default Country list suggestions on CRM is different then on Book; how do/did others address this?

So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with some of the things I find in Zoho and think it has to be or this must be just a ME issue and I'm just missing something somewhere but that's usually not the case and turns out that functionality I want or how I expect something to work just isn't there or doesn't work that way.

So essentially the issue is with the Country fields on both platforms and more specifically the US.  By default on CRM the country suggested/prepopulated picklist option is "United States" while on Books, the option is "U.S.A".  So out of the box for a new customer on both platforms just using the default setup of both systems without changing anything and just syncing fields as is, the country wont be synced correctly; which seems like a pretty big oversight as has other consequences as I'll mention.  For consistency sake I'd want/expect the Country options and any kind of default list options like these to be the same across all apps in Zoho.

Now the country field in Books is a text field with a suggested country dropdown list (same as CRM) so "United States" will copy over to Books just fine.  The problem is when you go to charge a customer and the overlay popup to enter the customers credit card shows.  It uses the info on the contact/customer record to prepopulate the credit card billing address fields with the address fields on record and since "United States" != "U.S.A" that field doesn't get prepopulated requiring the user/agent to then select "U.S.A" which also then clears the State field even though it was filled in correctly so then have to fill that back in as well.

Now there are a couple solutions I can think of but none of them are really that practical and require all this extra work for no reason when the options should just be the same on both and work out of the box in my opinion.  Some solutions are:

1. The best solution would be as mentioned one that doesn't require a bunch of work on our end and the list to be the same, now how you go about making both list the same is another question as who knows how long this has been this way or what kind of solutions everyone else has implemented to get around it over the years so it'd need to be a solution that doesn't break anyone's current system.  

Which again you have multiple ways you can go about that, either allowing us to modify the default/predefined Country list, which you can't do on either app but that would allow people to address similar others that could exist in other countries or you have a setting where we can select how we want the US to be shown/defined as, such as U.S.A, USA, US, United States, etc... that way you can default to U.S.A in Books to keep things how it is but those who wish to sync correctly to/from CRM can use United States.

2.  Another solution and pretty much the only one that'd work that we as Zoho customers can setup ourself but requires a few changes is using workflow rules and/or deluge function to change the Country on both sides but mainly the CRM side so they match up.  For example in Books I could say if the country is United States then change/set it to U.S.A but the problem with that is then when the records are sync between Books and CRM, the country record in CRM will then be U.S.A and not match the suggested Country version name shown on there which is United States.

So then the way to fix/get around that would be setting up something in CRM where if country is entered as United States it gets changed to U.S.A so it matches with books when records get synced.  This would allow you to continue to use the default system defined Country field in CRM which is a text field with a suggested country list when typing which you currently can't create those kind of fields yourself (this is currently a work in progress I've found out from another support ticket and coming across the functionality to do so in Client Scripts but it doesn't fully work yet).

3.  Another option would be to create own our country field to replace the country fields in CRM but then we'd have to use a picklist with our own options so we can set US to be shown U.S.A again to match Books; but then that has other drawbacks such as mapping fields across modules in CRM requires fields to be of the same type.  So country fields in all your other modules would then need to be converted to your own picklist field as well instead of text fields. 

Another thing that would mess up is on an Account record for address information is that Locate Map button that uses the default address fields to open new page to google map passing the info from those the default address fields but that's not really that big of a deal and can be fixed by adding your own button to do so, removing the Locate Map button or overriding that buttons functionality with Client Script.

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Show field in spreadsheet view depending on other field value

                                    Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C

                                  • Intergrating multi location Square account with Zoho Books

                                    Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

                                  • Zoho Learn Zapier Integration

                                    Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.

                                  • Notice: SalesIQ integration paused on Zoho Sites

                                    I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thank

                                  • Differences between Zoho Books and Zoho Billing

                                    Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

                                  • New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

                                    Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations

                                  • Como se agregan los empleados

                                    Necesito saber si para agregar empleados los mismos necesitan tener licencias

                                  • Deluge Error Code 1002 - "Resource does not exist."

                                    I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

                                  • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

                                    I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register

                                  • Graceful Handling of Exceeded Option Limits

                                    Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)

                                  • System default SLA descriptions can't be modified

                                    The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes

                                  • Adding non-Indian billing address for my Zoho subscription

                                    Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

                                  • How to create one ZohoCRM organisation out of a multi-organization?

                                    Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access

                                  • Gray screen while signing documents

                                    We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?

                                  • Designing a practical Zoho setup for a small business: lessons from a real implementation

                                    I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack

                                  • Link Purchase Order to Deal

                                    Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

                                  • Projects custom colors replaced by default orange

                                    Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?

                                  • Interview booked through Invite but no Notifications

                                    We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)

                                  • WebDAV support

                                    I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

                                  • Automatiser la gestion des SLA dans Zoho Desk avec Zoho Contracts

                                    Les équipes du service client s’efforcent d’assurer un support rapide, régulier et fiable pour garantir la satisfaction de chaque client. Les accords de niveau de service (SLA) permettent de clarifier les engagements en définissant les termes et conditions

                                  • iOS App doesn't refresh for Document Creation

                                    Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however

                                  • Uploading a signed template from Sign to Creator

                                    Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

                                  • Zoho DataPrep and File Pattern configuration

                                    I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

                                  • Assistance needed: Activation of a domain

                                    Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate

                                  • Operation not permitted

                                    I am trying to add an email address to the list of user but I am getting error Operation not permitted

                                  • Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization

                                    Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”

                                  • Client host [89.36.170.5] blocked using Spamhaus

                                    Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"

                                  • Suggestion: Option to Re-run a migration

                                    As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn't

                                  • Issue with "Add Your Mobile Number"

                                    Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I

                                  • zoho mail non vérifié

                                    Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.

                                  • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

                                    i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.

                                  • ZohoMail is so close to being Perfect BUT

                                    Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄

                                  • Override Auto Number field?

                                    We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where

                                  • Using a third party service provider want to move directly with Zoho

                                    Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email

                                  • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

                                    Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when

                                  • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

                                    Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,

                                  • Zoho Mail not working

                                    Zoho Mail not working

                                  • ShipStation and Zoho Inventory

                                    Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

                                  • 550 5.4.6 Unusual sending activity detected. Please try after sometime

                                    Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,

                                  • E

                                    We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.

                                  • Next Page