Not Receiving Notication in Whatsapp
Hi everyone, I am currently setting up my leads module and I want to receive an email and whatsapp notification whenever I receive a new lead. I am getting only an email notification but not whatsapp. I have already integration my company whatsapp, and
Filtering(searching) contact info by using subform info
Hello there, Is there any ways to filter(search) Contact info by using subform info? I am trying to manage my customers info in ZOHO CRM. My customers are mainly families so I set up a family member is a representative as default form and other members
Save and Associate for Workflow Rules
Hello, I have been trying to make a workflow rule that will notify me a week after a lead status has been changed to contacted. However, the save and associate button clicks and then it dims and my cursor changed into a red circle with a line through
Kaizen #160: Automating ZDK CLI commands using shell scripting
Hello everyone, Welcome back to Kaizen. ZDK CLI's command-line nature allows you to easily incorporate it within a shell script, to achieve any custom action that you want to execute. It allows you to execute multiple ZDK CLI commands seamlessly, enhancing
In a Canvas view, can a field displaying a list of related records be filtered using a Deluge script? Please read to understand more...
I have a request from my users of Zoho CRM. The situation We have created Canvas views for our modules to make navigation easier. One of the canvas views is for a custom Groups module. We have clients (Contact records) that belong to groups. Those groups
Help with Implementing Gift Cards, Promotions & Referral Program in Zoho
I'm working with a client using Zoho Books, CRM, and Inventory. They want to issue gift cards, run promotions, and set up a customer referral program. Does Zoho support these natively, or are there recommended third-party integrations to handle these
Two CRM from single login
Hi! I'm on the trial version of Professional currently, but will be getting full version. My company is looking to run both workstreams from the one CRM- we have retails sales, as well as fulfillment capabilities. The two entities don't need to communicate
Bulk Delete Attachments
Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.
Swiss currency to euro's
Hi, can someone help me? I work for a Swiss company, and because of this, I only see Swiss francs in my Analytics. I would prefer to see everything in euros. I’ve set my personal settings to euros, so it’s strange that I’m still seeing Swiss francs in
Starting Marketing Automation's journey from Zoho CRM
Unfortunately I cannot resolve a problem with the Marketing Automation signup forms and am therefore forced to use the Webforms of the LEAD CRM module. These work, but I noticed that if I add a TAG in CRM, it is not transmitted to marketing automation.
Workflow Rule for custom pick list field updates across Contact, Deal and Account
I have created a custom pick list that will be created at the lead and contact level, and I'd like to have it automatically updated across deal and account levels as well. It looks like in workflow I'll have to create a separate flow for each item in
How to upload contacts when theres an auto number field
Hi there, Was wondering how to upload my excel file full of contacts to contacts module when theres an auto number field that requires to be filled The picture below shows CON ID which is the autonumber field. Below are the fields inside the creation
Price Book - List Price
I know this question has been around for a long time, but there does not seem to be any way to bulk update the list price within a price book. You can create a product list Excel, with prices and upload it to the CRM. Then you have to manually update the list price, one at a time, we have hundreds of products, and the price changes every 3 months. Of course the ability to update the list price by a fixed percent based on the product price would earn you the cigar. Can we have at least a view in Zoho
Need help regarding email association
Is there a way to associate your past emails with the related leads or modules that might have been existing in the CRM before you integrated your email with it? As in if I click on a lead or contact, in the email section I can see what past emails I
Detail Page (Standard) view client script: field event callback (onBeforeUpdate) not received
In a Detail Page (Standard) view, I want to update some other field values when a particular field (e.g. field1) is changed, but my client script doesn't seem to get called when I test it in the client script IDE and on an actual record. I don't see the
Setting up the initial variable
I am trying to set up a script to copy the contents of certain fields from the contact module to the deals module (renamed to Proposed Systems). I keep getting an error about thee variable declaration on line 2? What am I missing? Error: "Failed to save
Import Companies with contacts?
Hi I have a presale question. i am interested for Zoho CRM software. I have some csv files of companies with names of contact. I would like to know how can I import these lists of companies with their contact names? This is how look my csv file: Business
How can I construct a link to a record in an email template.
I want to setup up a workflow rule that sends an email to our admin assistant whenever an Account or Contact is created or updated. In the email that is sent, I'd like to have a link to that specific record in zoho. I've tried a few copy/pastes from my
Deals page sub-forms fields not showing in webhook
"Can we include sub-form fields as parameters in webhooks sent from Zoho CRM to external systems? Right now, the data from sub-form fields isn't supported in webhooks, which limits our ability to integrate Zoho CRM with other systems and automate data
Webhook using JSON Simple Example?
I'm new to Zoho (and JSON) I'm trying to create a webhook using JSON. The webhook creation interface appears to be very rudimentary. On the Webhook creation screen under "Parameters in the User Defined Format(XML, JSON, etc.)" The insert is just a one line text field. That seems like not very useful for building a JSON request, especially for someone just learning the JSON format. Can anyone show me a simple example of how a JSON request would look inside that text field for just say, posting
Simple Function Help needed, Proper case lead name
Hi there- I am very new at this, and I was wondering if someone could help me. I need to proper case "Lead Name" I understand I need to create a workflow and a custom function...and I am thinking I need to pull the "Lead Name" to a variable and then use
Client script setVisibility() of a field in Canvas Detail page returns unsupported action
I'm trying to hide a field on the Canvas Details page when the page loads. This should work as per the docs: https://static.zohocdn.com/crm/9254769/documentation/ZDK-1.0-M2/Field.html var fieldStatus = ZDK.Page.getField("Status"); log(fieldStatus.getValue());
Reports on Emails received
Is there any way out or procedure to make a customized Report on emails received ? I am only able to make report on email sent using my account in CRM It must show subject, date , time of the emails received [email Received could be either a fresh email
Seeking guidance
I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility,
Automatic ICS to event like Outlook or Gmail
If I receive an email with an outlook invite link to an ics file, is there anyway to click on that link and have it create an event for me?
Button - lead to trash
Dear ZOHO Masters I like the idea of a button at the record. When the presales team is verifying potential of the lead and at a glance they see that the best would be to dump it one button at the top which would record in the lead history: not our target
Scope of the Zoho CRM Meetings integration with Office 365 setting
Reading these instructions https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/synchronize-with-office-365/articles/sync-meetings-contacts-tasks-with-office365#Synchronize_Zoho_CRM_Meetings_with_Office_365, it's not clear for me if every user
New in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options. Themes - Try different colors schemes for your account and see what suits best for you. Earlier, you could change your tab bar to either black or blue. This may or may not have matched
Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use API
Deals in Calendar view
Hello, Is it possible to place deals in the calendar view? Thanks Steve Moderation Update: A similar discussion is ongoing in the forum link below, and we encourage everyone to follow the post for further updates on this feature request. As such, we will
Investigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these losses
Kiosk Studio Session #2 | Boost cold call efficiency with a call script kiosk
Hello! For sales teams, cold calls are swift, frequent, and repetitive processes. Often the first touchpoints in many customer journeys, they help sales reps proactively engage with potential customers. When done well, they persuade prospects to set up
Zoho Support DOESN'T REALLY CARE
we have reported a couple of go live issues 2 weeks a go and escalated to the Regional Account Manager "Mark D'cruz", is this the normal support level for professional License? we're anticipating to add30-40 more users in 3 months but we can't make this
Newline character and <br> tags don't work in the message parameter of the mergeAndSend v2 function
I've made a function that sends a merge template as an attachment in an email. My problem is that I can't have newlines or breaks in the message of the email. This is the code: email_message = "Hello, " + conventionRecord.get("Name") + ", \n <br>"; //
Send Email using the Java CRM SDK and replace template variables with a value
I am currently sending emails through the Java CRM SDK 7, which is working just fine. However, I can not figure out how to replace the variables in the template with data I am generating dynamically before sending out the email. For example, I am sending
Only Deal owners can access/upload attachments attached to this deal.
Hi, Is anyone familiar with this issue? Apparently only Deal Owners can access and upload attachments of a Deal. Is that normal, or can it be changed using any settings? See screenshot here in the attachment. Kindly, Dirk Broenink Moderation Update: I'm
Contact Field to Update from Account Field
So here's my scenario. I have a custom field in Accounts and Contacts and I want it so when I update the Account field, the Contact field will update as well for all the associated contacts. From what I've seen, I'd have to create a custom function for
Auto opt out for Account Types set to Competitor
I need to make sure that where "Account Type" is set to a specific type "Competitor", that they (all associated contacts) are automatically opted out from receiving emails and subscribing to newsletters. I note that opt out is at Contact level and not
Syncing from Outlook calendar to CRM Meetings tab
Hi I have enabled syncing in the Marketplace > Microsoft section of settings in CRM. New Meetings created in the Meetings section of CRM appear in a new Outlook calendar, which is groovy. I have created a calendar appointment in my Outlook with a CRM
is Copy Customization feature still available?
I want to transfer some settings from one Zoho CRM admin account to another CRM admin account. the settings like worklow rules, blueprint and etc. I have tried to watch this video on Youtube: https://www.youtube.com/watch?v=gumaWA4AeiI as you can see
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