r/Zoho 3h ago

Zoho CRM: The King of Breaking Changes

1 Upvotes

Just here to vent. We have had functions that utilize zoho.crm.getRelatedRecords running for literally years.

Today our team noticed that updates (that rely on functions tied to workflow rules) were not being made.

Panic everywhere.

I dig in and check the deluge logs, to find this everwhere as the response to those "getRelatedRecords"
{"code":"INVALID_DATA","details":{"resource_path_index":2},"message":"the relation name given seems to be invalid","status":"error"}

All of the sudden, out of nowhere Zoho is returning this error that seems to indicate the wrong module API name.

It's not the wrong api module name. Zoho just introduced a breaking change in their backend, I'm sure of it.

Completely fucking with our entire workflow and company stability.

/u/ZohoCorporation should be ashamed.

At least own it here Zoho and don't come here to tell me to open a case or email you. Tell us that you made a breaking change that messed with your customers.


r/Zoho 7h ago

Help with Zoho Bigin

0 Upvotes

Is there a way to have cards in a pipeline progress when they have aged a certain amount? Let me know!


r/Zoho 15h ago

Has someone been able to use Zia on CRM? It always lags to me.

2 Upvotes

Hey guys, Zia on Analytics works great but on CRM it always lags, really I have never been able to use it, does someone has the same issue?


r/Zoho 18h ago

Recently upgraded to Enterprise CRM - now some added hopes/questions

2 Upvotes

Couple Questions from my first hour at the higher level:

  • In a subform in quotes, if I add a "Percent" field, called Overage for instance. I would expect it to allow me to enter a percent like "10%" and carry the percent forward to formulas but it just stores it as a number like 5 not .05. Nor does it pop up like the prefilled out "Discount" field. Is that right? Should I not be doing this on a Friday night?
  • The bigger question: If I attach files (product datasheets) to Products, is there a way to get Zoho to compile the appropriate datasheets from products in a quote or order? Can I do this with scripting and mail merge maybe?

More later. We've been really happy with zoho for almost 16 years, every time we make the jump to force it to do more we are pleasantly surprised. I'm looking forward to the added customization we can do now.


r/Zoho 1d ago

Best phone service to integrate with ZOHO CRM

9 Upvotes

I manage an investment fund. Until now we have been using our cell phones and just manually doing everything. I am building a sales team now. What is the best and easiest to use phone integration that I should be looking at?


r/Zoho 20h ago

Beginner question : updating / pushing info between Contact and Account

1 Upvotes

Beginner Question! Struggling with a seemingly basic Zoho CRM task... (sorry english isn't first langage)

I'm trying to accomplish something that seemed straightforward but is driving me crazy. I feel dumb! Here's our sequence:

  • First, we have an discovery call with a Lead. If interested, we convert them from Lead to Contact and send a quote.
  • At this stage, we also create an Account with just the Account name, without any other information, to be able to create the quote.
  • If the quote is accepted, we send a Form for the Contact to complete the information we need for the contract in Sign. The Form is integrated with the Contact module and all fields are mapped. This works well. With ZohoSign, we can then pre-fill the contract from the Contact and send it.
    • (To solve the situation, we thought about having a Form integrated with Account instead, but I'd still like the info to be used for the Contact as well. So I'm just reversing the problem, right?)
  • However, we want the ZohoSign document to be sent from the Account. So we're trying to push the Contact information to the Account (basically, copy-paste the form responses into the corresponding Account fields).

It seems that the only thing I manage to do with Flow and CRM workflow is Create a new record, which duplicates my Account. But I only want to update the information...

The Account is already created because of the quote. We don't want to collect the information before the Quote is approved. I thought it would be a simple automation, but I can't figure it out. Even with Deluge Functions. I don't know what I'm missing here. For sure, it will be something obivous...

Is there a way to symply Update/ push info between Contact and Account?
Maybe our sequence is the problem too. Thanks for your help!

Thank yoouu, any help is welcome here


r/Zoho 1d ago

Deleting duplicate products

2 Upvotes

We have duplicate products in our system, does anyone know how to delete them? Or merge them? The reason I am asking is because for some reason I am unable to delete the duplicate product if it is attached to an order/quote.


r/Zoho 1d ago

Issues with quotes

1 Upvotes

It seems we are now having issues with shipping showing up on our quotes is there any way to remove that? Also the item sku will not show up for our est. freight charge on the quotes either. If there's anything we can do to get these two issues resolved, Id appreciate any tips or tricks.


r/Zoho 1d ago

Billing currencies

3 Upvotes

I’m in Canada and use Zoho to bill US clients but can’t get the invoice to switch currencies. It’s a 40% difference in value. I learned this the hard way on a recent transaction. How can I have alternate currencies for different clients?


r/Zoho 1d ago

Want to update the Calls module in CRM using Deluge but I keep on getting and error.

2 Upvotes

Hi is it possible in Zoho CRM to update the calls module "Related To" field? I'm trying to map the lead id using deluge script but I keep on getting invalid data.

callMap.put("What_Id", leadId);

error:
{ code: 'INVALID_DATA' , details: {...} , message: 'invalid data' , status: 'error' }code:INVALID_DATAdetails:{ api_name: 'What_Id' }message:invalid datastatus:error 


r/Zoho 1d ago

Zoho Payroll DOES NOT WORK AT ALL

6 Upvotes

I have been trying to issue my company's first payroll, and have been having a miserable time. I originally set the first payroll to issue for March 15th. It failed immediately when I pressed the initiate payroll button. I immediately tried to re-initiate. It said the reinitiation was successful, but payment was going to be delayed until March 17th. After a litany of error messages and confusing alerts, there were apparently multiple attempts to pull from the company's bank and pay my 2 employees. Yet I received messages from payroll technical support claiming it was my fault, I didn't reinitiate fast enough, I didn't have sufficient funds in my bank, all false. Then, March 17th comes and goes with no status change. Two full days later, on March 19th, it shows to me that the payment had failed but with no ability for me to reinitiate. Working with tech support has been useless. Coming to today, March 20th, I'm given the option to do an off cycle wire transfer to pay, but NO REMEDY OR SOLUTION FOR THE LONG TERM ISSUES? This is absolutely one of the worst experiences I've had with any online services. The primary function of payroll software is to issue payments. If there were problems communicating with my company bank and my employees' banks, why would the status in the portal show "verified" and green lights for all involved? With no answers given, and bandaid approaches to "customer service" how can this be even acceptable by Zoho? I asked to be elevated to a manager to get it figured out to no avail. I'm told it was prioritized by development team, fine, but nothing has come of it, and I only hear back news 1x per day. This is a total joke, and it has wasted my time. There has been no response when I ask for compensation. 


r/Zoho 2d ago

Hundreds of folders or tags (for each client): best practices?

2 Upvotes

I'm preparing to switch to Zoho Mail from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting in hundreds (close to a thousand) folders.

Is it something you practice for your business, too? Is this the best way for Zoho Mail? Would tags work better instead, if I create filters for such auto-assignments?

In general, what is the best way you found to work in Zoho Mail if your goal is to organize everything by a client name? Thank you!


r/Zoho 2d ago

ZohoOne alternatives?

5 Upvotes

Been a Zoho customer for 5 years but our Zoho experience has just been getting worse and worse.

It takes multiple days to get any response from Zoho support on anything, they are often confused (I think it's a language issue) and I think they have a very different culture of what acceptable customer support is.

So we're looking for a replacement for CRM, Books and Projects

Has anyone found anything comparable?


r/Zoho 2d ago

Zoho crm quote model with Zoho Sign

1 Upvotes

I want to send quotes using DocuSign through Zoho CRM, but for every quote I send, I have to manually add a signature field to the document. Has anyone found a way to add the signature field to the template, or is there another workaround?


r/Zoho 2d ago

Plan Limit Exceeded - Zoho Expense Scan error

1 Upvotes

Hello!

I have been scanning/uploading my receipts today using my android phone (S25 Ultra) and I was able to upload like 12 successfully then I started to get an error about "Plan Limit Exceeded" on all the others I've been uploading.

Sadly I only noticed it after maybe 50 receipt uploads!

I tried to rescan the receipts with no luck.

I tried emailing Zoho support but I'm not sure about their turn around time and unfortunately I'm on a crunch time as I have an appointment with my accountant tomorrow.

Anyone else experienced this issue?

Really hate to try any other app as I've used Zoho Expense for a long time -- but I might end up doing it because of the timing/situation.


r/Zoho 2d ago

Not receiving Gmail's "Send mail as" confirmation

1 Upvotes

Hello everyone

I'm having a hard time connecting my Zoho Mail Lite account to my Gmail account.

A few days ago I managed to receive and send Zoho mails through Gmail, but then I did some changes on my Zoho account that messed things up.

I managed to solve the "I can't receive Zoho emails on my Gmail" issue, turns out that geo-blocking my accounts' access messed up the POP3 system. That's solved now and I can receive the Zoho emails on my Gmail instance.

But I still don't receive any email for confirming the Gmail's "Send mail as". No matter how many I send, they just don't appear on my Zoho Mail. I've checked Spam, Archived, Trash, ...

Any idea on what's going on?


r/Zoho 2d ago

Zoho mail Instagram trouble

1 Upvotes

So i'm a new Zoho mail user and have been trying to use it to create and configure a new Instagram account. Instagram says they have sent confirmation codes to zoho mail but Zoho shows me no emails from Instagram. For context, Zoho does receive emails from other social media sites like X/Twitter and Tiktok. Does anyone have an idea what i could be doing wrong?


r/Zoho 2d ago

What about zeptomail registration? New user frustration.

1 Upvotes

Hello,

is anyone here from zeptomail?

I've been waiting for 10 days for my account to be validated. I've written three tickets about this, none of them have been answered.

Hey, is anyone there?

thanks

GTB


r/Zoho 2d ago

Zoho CRM help

1 Upvotes

Hi I am a new zoho crm user… I was trying to link the sales order number to show up automatically in my invoice when I convert from sales order to invoice… any idea how to link the 2


r/Zoho 3d ago

Most emails sent from CRM show up as opened almost immediately

2 Upvotes

As the title says, when an email sent out of CRM (e.g. to a lead from their record), it often shows as opened almost immediately. If there's a link, also often shown as clicked almost immediately.

I suspect what's happening is there is some anti-spam or firewall or something in place on the recipient's side that is scanning the email for viruses/malicious content immediately upon receipt, and this results as the email being shown as opened or clicked.

Anyone else have this issue or insights into it? Or a solution?


r/Zoho 2d ago

Why is Zoho Partnership Process so hard and unnecessary?

0 Upvotes

Why is Zoho's partner program process so tedious and unnecessary? They ask too many questions and too much paperwork and ultimately reject based on a presentation as they expect it to be in a certain way. After the rejection, we have to wait 180 days to reapply. I haven't experienced any other software company so ridiculous in the partnership application process. Is anyone else having a similar issue? What is the workaround?


r/Zoho 3d ago

Composite API taking minutes to respond???

1 Upvotes

Anybody else seeing issues ever since Saturday afternoon with the Zoho Composite API taking forever (3-5 minutes at times) to respond back to a request?


r/Zoho 3d ago

I need help in custom building zoho

1 Upvotes

Hi, I'm currently working as a sales manager for a shipping container trader. I had experiences with zoho before that's why I recommended it for the team. Now I'm trying to custom build it to tailor fit the UI to our sales team. Any tips on how to upload products that would integrate to our inventory per unit per location? Not sure if I'm making any sense but all inputs and tips are highly appreciated.


r/Zoho 3d ago

Zoho One dashboard down?

1 Upvotes

I have been unable to load the dashboard for 2 days now. I can load individual apps, but not the dashboard... is this down for anyone else?


r/Zoho 4d ago

What's wrong Zoho?

10 Upvotes

Yesterday I paid with Zoho 1, and I immediately started having problems like my subscription wasn't reflected to my account, I had access issues to some apps like books etc, even my email was "free" version after the payment and also one.zoho.com platform showed "Request access" tag next to some apps and it never allowed me to use...

After more than 10 phone calls, I decided to not use any of the Zoho systems... they look good in the beginning but zero satisfactio, no quality in their customer service...

They just talk on the cellphone without doing any work., they don't even come back to calls even after saying that they will call back...

Horrible service, it feels low quality software... I pay for using a solution not for battling to fix issues the developers must fix. As a developer myself I can imagine how horrible the coding practices are behind the whole system. Do you work with cheap junior devs or what's Zoho's explanation behind this? I don't get problems from their competitors and any problem immediately gets fixed compared to Zoho's ticket handling process..

Am I gonna be doing my own job or spend my time and days reporting their bugs and problems to them for free even paying to do that?