Zoho CRM portal access.
Hello everyone, I think I am blind and I can't find the information for some reason and it's driving me nuts. I created an portal the default one that gives access to the contacts. I invited a user and he as access and he can make changes to his data.
Custom list view: Scroll bars now appearing inside individual records
Scroll-bars now appear in one of my custom list views, at the end of every record. I've made no change to the custom list view, so this must be the result of a change on Zoho's end. How do I get rid of them? Best regards, Marcus
How to see Visitor Point in Zoho CRM and how to sync it with Zoho Campaign contact score?
Hi, I am a complete beginner to Zoho CRM. I am currently an intern and I have been assigned the task of building and syncing the system from Zoho Campaign to Zoho CRM. I have pushed the contacts from Zoho Campaign to CRM and now I want to categorize them
Same Currency Quote and Deal
Hello !!! Is it possible to restrict the currency of a Quote to the same currency in the related Deal? If i create a Deal with a currency A, and then I create a QUOTE from the same Deal, I would like to have the same Currency between Deal and Quote. How
Zoho CRM is HIPAA Compliant now
Hello everyone, We have been overwhelmed with the increase of usage and popularity of Zoho CRM across a range of industries over the years. It is now time we expand our compliance management a notch, to provide a more secure, confidential, and rightful
Filter Based On Related Module's Value
Not sure if anyone here has solved this problem, but I have difficulties to filter/create a view based on the value of other module. I have a custom module called 'Subscriptions', in which there's a lookup field to 'Contact'. So if we see the respective
Search Records within last 7 days based on email address
Hi There, In workflow I am trying to create a script that checks if new records have matching email address fields with any other lead record created in the last 7 days and then apply a tag to any records found. Search Records does not seem to support
Display a list of recent @mentions made from the CRM Notes field
Hi All, One of our customers would like to see a list of records in the CRM, that they were recently @mentioned on. (in one of the Notes fields on a CRM record). Each @mention will generate an email notification to the mentioned user, but there does not
BUG! Loading new instance of CRM inside existing CRM Window
I have attached an image which is a screenshot of what's happening. We have tested on multiple machines with the same results. Follow these directions to reproduce the behavior: [list=1:8d1e6de7c2] *  Search for a term in the right hand search field (make sure the term exists in a "quote" category. *  When the results show, scroll down to the "matching quotes" results group. *  Click on the "Potential Name" of one of the matching quotes. *  It should then try to load an entirely new
CRM/Forms/Sign
from CRM I know how to create a button in a records detail flow, that will open a window with a Zoho Form, Then when that form is completed it create a Zoho Sign document for signature - how do I get this Zoho Sign Document back into the CRM - specifically
Quote Template - Multiple Pages - Page Breaks
Hello All, When a quote is created that has many line items, we have seen that the quote can be generated over two pages. The problem with this is, pages after page 1 will not contain our "header" which contains information such as company logo and address and page 1 will not contain our "footer". Essentially, the table containing the quoted items cause the page to grows and wraps over the remaining pages. The template editor has no way of entering page breaks and according to Support there is no
Zoho CRM conference pre planning tips?
We are trying to track all of our leads who will be attending an upcoming conference. We are reaching out to them individually (some via email, some via phone call, some in person), and we want to track who we have contacted and what their response is.
Internet-connected version of GPT
I am currently working on integrating Zoho CRM with ChatGPT to enhance our workflow efficiency. While I have successfully completed the basic integration, I'm facing a issue. My objective is to enable ChatGPT to search online resources for more comprehensive
Email in CRM Sales Order
I'm s close to having this setup how I would like, but the last step is proving difficult. Any help would be appreciated. I am using Zoho to manage my eCommerce sales. So far I have the sale being imported into the Sales order pipeline and it works beautifully.
Canvas List Page - Including Related Lists
Hello, I am new to Canvas and want to create a list view of Vendors that also shows associated Contacts. I believe this can be done in the details page with a Related List but do not see the Related List option when editing the list view. Can this be
Filtering to display leads who have not been sent an email in X days
How can we filter to display leads that have not been sent an email in X days? Problem: I have experienced inconsistency with the Email Status 'not sent' filter — sometimes leads who HAVE been emailed within the timeframe are appearing within the filtered
Zoho CRM Admin Gets Permission Error Trying to View Lead to Contact Mapping
I am the admin in my org for Zoho CRM, and I also have the top-level role in the CRM. I also confirmed that I have assigned every possible CRM permission to myself (see attached). However, when I go to the settings to try and view the lead to CRM mappings,
Vendor Zoho
Hi All, We are looking for guidance about Zoho Venders as this is our starting pointing for working with Zoho. We are trying to figure out how we can marry up our vender services with our clients service requirements. Example if we are to sell frozen
About Search Criteria
Hi Team I was programming on Clien Script, my task is make a script for to search 2 conditions, the first must be equals and the second must be distinct. Up the moment, all the documentacion said only 2 operators: equals starts_with But if i want to use
Expanding subform field limits
Dear customers, We're pleased to announce an update regarding the limits of fields in subforms on layouts. We've made adjustments to accommodate your evolving needs and provide a more flexible user experience. The increased field limits enable you to
ZohoCRM.mass_update scope unavailable to select in Connections setup
I started a Portal and now I cant change fields in modules
Hello! Im receiving the following message in our Deals and Contact module when trying to make changes in our modules. The only thing that changed lately in our CRM is that we created a Portal just to check the feature (it is not currently in use). I think
Products as Services with no stock
Is there a way to customize Products module for a company which sells services? I need to remove all Stock Information data, because services can't be quantified or stocked. Our services are educational courses and can be quantified in levels or/and time. Do I need to purchase Zoho Subscriptions or I can do that using custom product module? Can you help me? Thanks.
Several irritating issues
I have the following strange issues, and would like to know solutions: sometimes resizing of components in a dashboard does not work, why? sometimes I cannot edit a component in a dashboard, the 3 dots do not appear, especially at the top of my screen,
Functions not working anymore
Hello, since half an hour ago none of our functions work anymore. Neither I can´t access them through workflows nor can I open the function settings. All other things work fine, creating, updating or viewing records. Please get in touch as soon as possible
My web form required fields are not working
Our form was working for some time and now it will not validate the required fields. In other words, you can just click submit and the form goes through. Here is the source code. Notice the word Mandatory is spelled wrong. Not sure if that is an issue.
Workdrive file uplaod API Error : "LESS_THAN_MIN_OCCURANCE"
https://help.zoho.com/portal/en/ticket/4017421689571 This is a continuation of a previous question. I am currently developing a widget on CRM using React. I have successfully connected to WorkDrive using the CONNECTION in the JavaScript SDK as described
Seemingly Valid Phone number is throwing an error in deluge
{"code":"INVALID_DATA","details":{"expected_data_type":"phone","api_name":"Phone"},"message":"invalid data","status":"error"} The above response is give when updating a contact with a valid UK phone number using deluge When I manually add the same number
Zoho Backstage to CRM (using Flow)
Seeking some assistance re trying to obtain Custom Form Data from Backstage into the CRM. Webhooks dont seem to work properly within Backstage but the integration into Zoho Flow is decent as it captures the data I need, but Custom Form Data I am unable
Standardize Phone Numbers?
On the web forms, some people enter their phone numbers differently. Is there a way to require a standard format or can Zoho reformat the number correctly? For instance some people enter: 4445551212 444.555.1212 (444)555-1212 (444) 555-1212 444-555-1212
Exporting / Printing Price Books
Since most of the main partners / customers likes to receive their own price list / book, it is important to be able to at least have a proper printing format of the price books. Currently then only printing option gives only first 10 lines of each price
Zoho Projects - Zoho Deals Portal configuration
Using: Zoho One In Zoho CRM I want to associate (and auto-populate) some fields in the Deals module automatically by the associated project in Zoho projects. I did the field mapping and associated the fields that I wanted to auto populate in Deals (CRM).
Sharing a "cloud drive" with all user
Hi everyone! Zoho CRM allows to attach files from "other cloud drives", is there a way to configure a single drive and let all users use it? Thanks for your assistance!
Changing boolean value in template to a word
I was wondering if there is a way to change the value of a boolean field to show a word such as 'yes' or 'no' when trying to export as an email/pdf. I see there is a way to manage and edit fields within zoho writer under mail merge. Unfortunately there
Update Deal field based on direct link in Email
Hey Team I have a question relating to what I assume is a common request - and so I'm hoping there is a simple, straightforward answer that I've missed! When a Deal completes, we automatically send out an email to the Client with a satisfaction survey.
How can I make all Accounts viewable to all users?
We have added two new users to Zoho recently. Unfortunately, they cannot see the all the Accounts that have been created and owned my me as the Administrator. How can I change the permissions to ensure that all of our Accounts can be viewed and edited
We need to log calls to Vendors that are related to Contacts
We often call our vendors to discuss our contacts with them. When logging a call, we can't choose that the call was to a vendor and related to a contact. We can only do it the other way around, which is inaccurate. Could we be given the option to log
Permission to change record ownership
I am after understanding fundamental permission behaviour in Zoho CRM related to record ownership. How should I configure CRM user roles and profiles so that users in the roles hierarchy on the same level can change the record ownership? In other words:
Clean work drive in CRM
Hi, Our team always upload some file into CRM. I realize we need to clean up the upload file after a period of time otherwise it may full?(not sure) Could you please tell us how to do it?
Triggers functions when restoring from the Recycle Bin
Hello, Would you please tell me how to execute the function when I restore the data from Recycle Bin?
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