Configuration - Zoho CRM / Xero Accounts link
Hi All, Understand that this question may have been asked multiple times before however I'm looking for some basic guidelines on how one would setup integration between the Zoho CRM / Xero applications. We'd be looking for it to serve the functions of
Home Dashboard Graphs turned Orange
Hi, Recently the graphs / charts on our homepage have turned orange. It looks awful and we'd really like the multi-coloured charts back if possible. All orange is just not nice to look at, yet in the Reports module they're still multi-coloured! Thanks
Counting the Open Deals / Opportunities Attached to your Accounts
The follow code will help you Count the Open Opportunities connected to your Accounts. You need to use Custom Function under setting then follow the steps below: Create a new field in the Accounts Module such a Open Deals. Use Number type. Check the API Name given by Zoho CRM for that field. This is under Settings, API, then switch to API Names and locate the module then field name. The API names will be displayed. Open Deals will properly be called Open_Deals but you need to always check. Create
UpdateRelatedRecords Method in CRM custom function
Hi everyone, I am trying to use UpdateRelatedRecords method inside custom function in CRM and I keep getting message errors.Can someone please check what I am doing wrong here. Here is the piece of code: mp=map(); mp.put("authtoken","exxxxxxxxxxxxxxxxxxxxxxxxx");
Workflow & function to update secondary email field based on a contact lookup in a custom module
Hi everyone, I'm new to writing functions so I need some help. I have created a custom module with the display name of "License manager" Module Name "CustomModule1" I have a contact lookup field in this module and I would like to create a function that
How to customize product details on invoices and sales orders?
We have the need include a custom field for weight of the products, related to the quantity. How can I include this field in the product details when creating invoices or sales orders?
Subform column dividers
Hi, In Subforms, not all the the column dividers are showing up. Kindly check if it on your end also. Thanks!
Dead accounts
We have a load of Accounts that were imported at the start, which are actually inactive. What is the ideal process here, simply delete them and lose the info (not great), archive them somehow.....thanks
3 User field limit in Zoho CRM
How do we add more than 3 user fields in Zoho CRM? We need an additional three fields. Can we purchase more? Are the plans to add more? Has anyone found a workaround?
Custom Function to Save and Re-Edit
If I understand correctly, a function cannot use values entered in a record's edit view until the changes have been saved. This creates a problem when a function is needed while in conversation with a client and recording information in edit view. So,
Help with associating a project to an account via deluge script
Hi there! I've successfully created a custom function to create a project using a project template, assign it to a project group and use a naming convention. The problem is that the function doesn't associate the project to the account. Here's the script
Making Better Use of Zoho CRM
I’m hoping that someone can help us to use Zoho CRM a little more effectively. We are a small, home insurance broker and been using the CRM for a while, to good effect – but I’m sure there are features that we could be taking advantage of, to achieve
Zoho CRM - Rest API - Insert Record - How do I put the Lead into approval mode.?
I am inserting a lead from a web form using Rest API. I would like to put the lead into approval list. I see there is trigger parameter with approval value. Also there is $approved key in the documentation. https://www.zoho.com/crm/developer/docs/api/insert-records.html What is the parameter to use to set the approval mode?
Passing parameters in the link (URL), Need Help
Need help, maybe someone is faced with a similar decision. For integration with CRM Zoho CRM and creating a new Lead,Contact we used previously URL: https://crm.zoho.com/crm/CreateEntity.do?module=Contacts&property(Phone)=0443334025 Using Option: Contacts
Task getting moved to the day before
I keep creating tasks for "today" and Zoho automatically moves them for the day before. Very frustrating. Any ideas or solutions why?
Report of time spent on a customer and the task associated with it
I would like to create a report to show the time spent on a customer. I want that the time to be taken from Calls Duration and the Meetings held with the customer. Additionally, I would like to include all the tasks related to the customer. We are
Migrating a Commercial Real Estate Database to Zoho - Suggestions?
Hi all, I'm working on building a database for commercial properties. I will be collecting the property address, tax address, recorded property owner (on title) and then 1-3 owners and their home addresses/phone numbers. I've done a ton of research with
Click to Reveal Field Contents
Our accounts use verbal passwords for security. It would be handy to have a field that is hidden by default and you click a button to reveal the information contained in it. For Example Hidden: Revelled:
Can't use invokeurl in Validation rule function?
Hi, I've got a validation rule looking up an error table to return the error message, but it's not working. The error is: Oops! Something went wrong. Please try again or check out for following reasons: Please check your function for any possible failed
Increasing number of records displayed in a view
How does one increase the number of records displayed in a view on the home page? Currently, I can only display 5 records. Thanks.
Delete Custom Function
Hello, How do I delete a custom function? So far I have only been able to remove the association from the function in my workflow rules.
Custom Views and Custom Fields
Hello i am trying to get custom fields in a custom view, i that possible? like this: https://desk.zoho.com/api/v1/tickets?viewId=111111111111111111&include=contacts,departments,products,customFields&from=1&limit=99
Creating Links to attachments in CRM
I have created an application in Zoho Creator that incorporates some information from CRM. One of the things I am trying to do is create links in the creator app to Attachments in CRM. When you request the related list for attachments it returns an object
Community Digest - November 2020
Announcements Take a look at the upcoming Blueprint enhancements - Parallel Transitions, Widgets Support and more! Check out the change of flow in creating new Accounts using standard Lookup fields Making first name mandatory for CRM users Zoho Marketplace
Copy Email From Zoho Contacts to Zoho Sales Order
In Zoho Contacts, I have email addresses already filled in, API name is "Email". I want to transfer this email field when a sales order is created. Name of email field in sales order is "Email" I tried using this function soDetails = zoho.crm.getRecordById("Sales_Orders",salesOrderId);
First name mandatory for CRM Users
Hello everyone, We are planning to make the first name mandatory for all the CRM users. This will be effective from November 26th, 2020. (Note, that this applies only to the CRM users and not the leads or contacts that are added to the CRM account.)
SalesInbox Roadmap & What's New?
We're a Zoho One client. Across most Zoho applications there's a "What's New" article published every month or two. But for SalesInbox, I don't think I've seen one. A couple questions: Is SalesInbox still actively being developed by Zoho? What updates or improvements have gone live within the last 6 months? Our Sales Team is using SalesInbox and I want to make sure it's the right choice for our business when compared to alternatives like using Zoho Mail or using the Zoho Extension for Gmail. Thanks,
Difference between notifications feature and webhooks feature
I see that there is a Webhooks feature as well as a Notifications API which on the surface seem to do the same thing. What does one achieve over another and which one would I use for which use case. For example, I have a web app where leads, products
How can we use something other than Account ID or Account Name as an identifier to match up data when importing data to Zoho?
We are trying to import new data to Zoho for accounts (add industries etc). But the account names in Zoho, may be slightly different to the Account Names in the importing file, which causes issues in the long run. However, we have a 'client code' custom
Zoho CRM & Forms
Guys, We have a business model where we sell equipment through distributors. As a MFG, we sell to distributors and our distributors sell to end-customers (B2B). In CRM, I am using a custom module to track serial numbers. In the module, we identify serial
Where is my Email Tab?
Hi there. I just configure my Email (Gmail) account in ZOHO CRM. But I can't see the Email tab on my desktop. I mean even when I go to Preferences-Module settings there is no option of the Email module. Maybe I'm doing something wrong? Thank you!
Programmed csv reports are different than the reports a ask on demand
Hi guys! I have scheduled a daily report to extract some data out of my crm in order to automate some reports I have on excel and it works great. But the problem I have is that when ever I ask for the same report on demand (to update manually my data)
Customize Zoho CRM Portal Invite
Hi! Our Company just started using the Client Portal Function in Zoho CRM. I am currently looking for a way to customize the email our clients will get, when we invite them via the CRM. I could not find a way to change this message and currently it does
Adding Contacts to Leads
How would I be able to add multiple contacts to a lead? I have a lead that wants me to coordinate between 4 different people so I need to be able to assign contacts to a lead.
Potential amount to be automatically set by Zoho
In CRM, the Potential has an Amount of revenue, which in Zoho you must enter and update manually as your potential is refined. But in our case, we don't want to manage it manually. We would like it to be updated directly by the system, based on the Products (and units) associated with the Potential. Or to come from a selected Quote for the Potential. However, we have not found a way to do this. Salesforce and other CRMs can be configured in this way. We have seen others request this same functionality
Blueprint Transition - During Action - Request user input for fields from other modules.
Use case: A potential may have inventory records associated with it, such as a quote, a sales order, a purchase order, and invoice etc. Potential record as a stage field used for pipeline / forecasting etc. Likewise, other modules may also have a stage field in it to track the exact position of it in the sales cycle or any other business process. For e.g. Quotes may have a stage / status field with values such as “Draft”, “Draft Pending Approval”, “Sent” etc. Now when a Quote has been “Sent”, the
The worst customer experience ever from Zoho customer support
We have been using Zoho for some time. I used to recommend Zoho to others. We have ten (10) users, and we started to add 30 more users one by one. While adding one user due to poor design in user on-boarding. I have been on the chat and phone for hours. The response I get from support is someone will call you back. Summary for last five days of issues: 1. Reports missing activities. No response to my ticket. Fixed by deleting and recreating spent hours of my time. 2. The user when registering
Email Sequence
Hello! We have a bunch of leads we want to offer our services to. We want to send the 1st follow up email 5 days after the initial email was sent. And then send the 2nd follow up 1 week after the 1st follow up Can someone help me set this up?
Access associated accounts with a single COQL call
I have a module named "Online_Profiles", and another module named "Accounts". I am trying to make a COQL call to request data form various fields that are in the Accounts module based on a field that is in the Online_Profiles module. Accounts has a "associated
Searching records which has empty values in API v2
Hi, I want to search records where field value is empty/null using API V2 to include multiple criteria Is it possible in API v2 to search records which have a field with empty/null value? something like this: https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Lead_Source:equals:null)) How do we filter the null values then? Thanks.
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