Rodger's Helpful Deluge Scripts #3 - Automatically attach files to CRM records when a file is added to Workdrive
Hi Everyone, I'm hoping this one will be really helpful for a lot of people. One thing that's missing from Zoho is a tighter integration between Workdrive and CRM. Whilst an update is in the works as far as I'm aware, file management can still be a needlesslyUsers are Unable to see Campaign Creation options in CRM
I have users with full permissions to campaigns in CRM and User permissions in the Campaigns app itself. However, they are unable to see the option to create a campaign in Zoho Campaigns while in CRM. Below is a screenshot of the options I see as an adminI can't get if notification exists
Greetings. Thanks in advanced for your help. I am trying to make a request to the CRM API to find out if a notification exists by passing a channel ID as a parameter. All requests end with Bad Request. Here is my request https://www.zohoapis.com/crm/3/actions/watch?channel_id=10000000810244Sending Mass Email as a Reply to Last Email
Hi! Is there any way to "mass-send email as reply to last email"? I want to send a mass email which will appear as a properly threaded conversation to the recipient. Scenario: Send mass email "A" After some days, send mass email "B" Recipient sees contentClient Portal Public views
I want to set the default custom view [Open Project] when entering the Custom Module in the Client Portal. However, the custom view I created is not available in the Public Views menu. Pic 1. The Public views of Client Portal Pic 2. The setting of customYeastar Integration
Hi We have intergrated Yeastar thrpough the backend, but when we try and dial out of ZOHO it just says connecting ( Screenshot attached) The Yeastar softphone on the same PC dials out fine. There is something missing in the inegration, I am really hopingHow to stop Leads copying to Contacts
Is there a way to stop Leads details copying to Contacts automatically? I want everyone to access Contacts, but not the Lead information, particularly in Portals.Canvas: Need ability to edit Subform values from within canvas
I'd like to be able to modify subform values from the "deal" details page, without having to "edit" the deal first. I understand that Canvas is new but do you have a date for this feature to be implemented?Can Clients have Access to their record Attachments in Client Portal
Is there a way to have allow clients access to attachments in their client portal? Attachments is currently hidden in the client portal and I cannot find a way to allow client access. Thank you!SaveUrlParams question for Office Integrator
I have the following setup for a CreateDocument call. Other than the content, the other parameters seem to be coming in as null. Is there something I am missing. My current code: var documentId = Guid.NewGuid().ToString(); ... SaveUrlParams = new Dictionary<string,Help with Schedule Function that Updates Deals Field
I want to run a schedule function daily that if certain criteria is met, a field in that deal gets updated. I have a date field "Last_Day_of_Coverage". If the date in that field is exactly 90 days from today, I want the scheduled custom function to update another field "Has_User_Renewed_Policy" to "In Progress" on that deal. I have previously worked with Deluge, but it was always from within a record. I don't know how to make a custom function check all the records in a module to evaluate if a specificMigrating Goldmine to Zoho.... need to keep Account field populated in the child records....
Is there a good tool or expression trick to getting all the empty Account field populated with the correct Account name? In a spread sheet, they appear just under their parent record, but without the account field is left blank. My understanding is the this is a result of 'normalization' process of databases. Anyone with knowledge of a graceful way to accomplish this? I have about 6500 records, so don't really want to do one by one. Thanks, -PaulAnchor Links Canvas View
Is there a way to create Anchor links in Canvas view for modules? My team prefers the look of Canvas view BUT likes the functionality that we had with the Related list in Standard view in Account and Contact CRM. Example - in Standard View if you clickedBlueprint - Clickin gon the Transition - next transition buttons pop up...
Hey there.. I'm trying to wrap my head around the deals blueprint scenario. Here's an excerpt I'm in the "Offer Creation" Stage and I have two options: "Send offer to client" & "Lost" So far so good... If I chose "Send offer to client" now, I get a promptAnother way to limit the number of options for a range of numbers than using pick list method?
Hi, I would like to limit the range of numbers a user can select for a pick list, e.g. 0 to 3. I have implemented this using the pick list option, but find that I can't plot the charts I want in Zoho Analytics, because a pick list item is a text dataWhen signing up for the User portal users not getting email for setup
When signing up for the User portal users not getting email for setuphave multiple Form entries in zoho crm
Hi So I have zoho one and I want to have a user to fill out a zoho form and be able to view it in a user portal in zoho crm. The user should be able to fill it out multiple times and have different entries for each. For example I am a therapist and ISendmail when records in module are edited, Zoho CRM
I'm trying to create a function that will work in conjunction with a workflow rule. The workflow rule activates when any field in the Clients module has been edited or created. I want to make the function record what changes are made to records in thecan i convert/change an account to become a vendor?
A user added vendors as accounts by mistake. Is there a way that I can 'convert' an account to become a vendor?[Webinar] Zoho CRM's Latest Features and Enhancements
Discover and learn the brand new enhancements Zoho CRM got this quarter! These enhancements can be leveraged to bridge small gaps in your existing CRM implementation that power user data entry, finding and selecting records, and more, and make your userhow can I search mobile number of a record in all the MODULES (contacts and leads) using API and now making a call for every MODULE
hi I want to add new records to the lead MODULE, but I want to ensure that there will be no duplicates. I plan to use the mobile phone to check for it but I didn't find any way to search in 1 API call in all the MODULES. is there a way to search all theHow can I edit a field's "data type" from "text" to "pick list?"
I have a custom field that has a current "data type" of "text." I would like to change it to a "pick list," but cannot find a way to do that. Clicking on "edit" doesn't give me an option.Zoho CRM API Error AUTHENTICATION_FAILURE "Authentication failed"
I am trying to integrate a web app with the Zoho CRM API. Following the instructions in the API docs, I did the following steps: 1) Went to Zoho Developer console (https://accounts.zoho.com/developerconsole) to register my client application. It is ahow do I make an email address for new employee and delete for no longer employed
Help! I need to delete emails from my account and add new ones. What do I do?Sync Stripe customers with Zoho CRM
Hello, I am using Zoho CRM and would like to automatically include a contact and an account after the customer makes a purchase directly on my website using Stripe. Is this possible? If so, how can I do it?Saving a default email template for CRM Quotes
Hi, My client send their quotes via email in CRM. When doing so, they have to search and select the quote template each time, is there a way to save a template to a module so this template is applied automatically? They use the exact same template everyHow to find the Contacts sync with Books?
Hello There, We need a procedure to obtain the particular contact is sync with Books or Not.Integration stopped
Hi, for quite a few years I have had a form running that integrated with Zoho CRM. When it was completed it would enter an approval process and it would sit in 'My Jobs' on the CRM. About 10 days ago this stopped and even though the status within formsReuse custom field?
Hi, in a layout I have created a few custom fields that I would like to use them again in other sections of the same layout. How can I do that without creating custom fields each time? An example is I want to create a field called "Contact Meeting Details"Stock Management - non retail
Hi all My company is relatively new to Zoho and are currently only using the CRM. We are wanting to set up a stock managment system within Zoho. We are not a retail company so a lot of what I have looked into covers this. We are wanting to input our stockIn Canvas, is there any way to make a Checkbox look like a checkbox?
In the CRM module I have a checkbox field. However, when I add that field to a Canvas layout it just appears as a dash instead of a checkbox. If you click to edit the field, you then can see a checkbox in the popup ... but I think this is very confusingmulti-line, can not select Plain Text Small
I want create CRM Deal template. I have dragged the Multi-Line field to the Layout. I can select Text Large, or Reach Text, but the Text Small option is disabled. I need the Text Small option, because I need values from this field to be filterable. HowNeed to track my lead status progress every week
Hi, I want to track the performance of salespeople based on lead status. Need comparision from last week to current week what had happened, what progress has been made from every leads. I want to make a chart on this.In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components
Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the salesDowngrade product license
Hello, We wanted to reduce the number of licenses to a single user, but we missed the renewal date. Is it possible that they only charge us for one month and then lower it to a single user? As you will see in the account activity, we are not using bothWeb to Contact form does not send email notification to record owner.
During trial period of zoho crm i setup Web to Contact form , and it used to send me email notification whenever any contact is created. Ever since trial is finished its not sending email alert. Wondering if email notification is taken away from FreeHelp with search record API
Greetings, thanks in advance all your help. I'm consuming the records API, specifically this endpoint https://www.zohoapis.com/crm/v3/contacts/search?email=thunderroy2013@gmail.com with these scopes: ZohoCRM.modules.contacts.ALL ZohoCRM.modules.leads.ALLHOW TO CONVERT CONTACTS TO LEADS
Is there an easy way to convert or copy contacts to leads?Changing default when Custom Sharing Per Record the Emails from IMAP
Hello! When Custom Sharing Per Record the Emails from IMAP, on the Email channel configuration, is it possible dor the default to be "sharing" and then "uncheck" when is something sensitive? Currently, is the other way around: I need to check every time I want to share something with the rest of the team. In addittion, I would like that all my team (subordinates) can see each others emails. But I cant understand if this can be done with the Data sharing settings and rules. Anyone has experience onEdit Records in List View Zoho CRM
Hi, Just wondering if there is any way to edit selected fields in records (i.e. leads) in the list view (instead of having to click on each record to open it before editing information)? Thanks JacksonNext Page
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Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
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