Zoho CRM Meetups - July
Hi! We're glad to announce a fresh set of Zoho CRM meetups spread all over the US and a bunch of other cities around the world. At each meetup, we'll gather as users, product experts and partners to discuss tips and tricks, gather feedback, network and learn from each other. The goal of these meetups is to, 1. Get the Zoho community together both online and offline 2. Enable our community members to get a better understanding of Zoho products 3. Create an avenue for our community to meet product
Community Digest - July 2018
Product announcements TLS v1.2 upgrade and client component update for Zoho CRM Introducing server-less functions Learn more about the recent feature enhancements: Upload files to records, integrate Zoho CRM with Zoho Meeting, and more here. Zoho CRM Meetups July's Meetups on Making the most of Zoho CRM focused on several important CRM features including Email Integration, Outlook Plugin, Layouts, Version 2.0 API, SalesInbox and Subforms. In continuation with this, several Zoho CRM meetups are
Function #48: Tracking refunds and adjusting the sales executive's revenue in Zoho CRM
Welcome back everyone! Last week's function was about creating an event from Deals automatically. This week, it's going to be about real-time recording of refunds and sales revenue tracking based on the refunds. Business scenario Having a clear refund policy goes a long way in gaining customer trust. Depending upon the line of business, the refund window might vary. This is even more important in the case of online purchases where customers get to see and feel the product only after making the purchase.
Community Digest - June 2018
Product announcements Enrich your data with Zia. Zoho CRM Meetups Join the Zoho User Groups and attend the meetups in the city nearest to you. These community meetups are happening in several cities in the US, Australia, and APAC regions. User meetups are great avenues for you to connect with peers in your city, with product experts and Zoho partners. Follow this link to register for a meetup. . Partners' Speak This portal showcases educational resources shared by our partners that include tips,
Can I create Custom related lists for each module layout
I have 2 layouts. 1 for B2B and another for B2C. That being the case, the related items that need to be shown for each of these is quite different. Is there a way I could show 1 set of related items for 1 layout and another set of related items for the other layout?
Preset an Email Sending Time ?
If it is possible to preset an email sending time for future... It looks like to be very efficient way when you have spare time to work for future or preset some emails before you will go for a business trip...Close timed emails always good before a visit or phone call. Is anybody know how to prepare emails before with a specific sending date and time ? Thanks in advance
Workflow Rules
Hi there, If i add multiple field updates in one workflow will work,, now i am facing a problem last field update is not updating.. Please suggest how it ,will work..
Function #44: Invoices from Custom Modules
Welcome back everyone! Last week's function was about transferring data captured from one module to another, along with the subform data. This week, it's going to be about creating Invoices from Custom Modules. Business scenario: Usually, invoices are created from the Deals module. After all, only if you win a deal can you proceed to create an invoice. However, there are millions of businesses that do not follow the specific "Deal" pattern. For instance, in a Hospital, whenever a patient receives
Function #45: Display discount in words.
Welcome back everyone! Last week's function was about creating invoices from custom modules and not just the Deals module. This week, it's going to be about displaying the discount in words. Business scenario: Offering discounts is one of the common approaches taken by most companies to clock more sales. It's a proven strategy to win more new customers and retain the existing ones. From a business operations perspective, discounts help you get rid of your old inventory. This is immensely beneficial
Tip #21: Multiple record association in Zoho CRM
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to focus on module customization today. When you manage your sales data in CRM, there is often a need to link two modules. For instance, when you click on an account, you can see the contacts associated with it. As you may already know, this is achieved with the help of a Lookup field which links Accounts with Contacts. However, notice that this lookup field allows the association of multiple contacts
Community Digest - May 2018
Product announcements: - Check out the new Data Subject Requests and more GDPR compliance preferences in Zoho CRM. - More features for GDPR in Zoho CRM. - Handling lawful bases for your customers using Zoho CRM - A new user interface for your email integration in Zoho CRM. Zoho CRM Meetups: We had our first set of Zoho Community User Groups at five major cities across Canada with sessions on Tips and Tricks in Zoho CRM. If you missed the meetups, we'll be back in the Country in a couple of
Function-17: Auto-update tasks with details from related record modules.
Welcome back everyone! Last week, we learnt how to send automatic updates on deal progression by stage to all Contact Roles. This week, let's look at a custom function that fetches record details from related CRM modules right inside the task records.. Business scenario: Tasks in Zoho CRM helps organize your to-do-lists efficiently. It not only helps keep a tab on your to-do-lists, but also enables easy access to related record in other modules. This for sure, makes you productive. What if I say
Tip #48: Some time saving tricks in Zoho CRM
Hello folks, It's time for this week's tip and today, let's look at the Mass functionalities in Zoho CRM that will help you save time by working on multiple records in one shot. Frustrated about doing the same operation on multiple records over and over again? The Mass functions in Zoho CRM come to your rescue, letting you filter a bunch of records using a criteria to transfer, delete or convert all of them or even update certain fields in them. Let's look at some of them with examples. Mass Transfer
Update to Zoho's Privacy Policy in keeping with GDPR
Hello All, Zoho has updated its Privacy Policy in keeping with GDPR. Most of you would have received an email communication to this effect. Some of you might have any questions with respect to: the updates to the Privacy Policy, GDPR in general, or GDPR compliance in Zoho CRM and in other Zoho services. Please hop over to the Q & A session linked below and ask away! A team of experts will answer your questions. Ask the experts now: ttps://bit.ly/2KUFQDE
Quickbooks Connector...where oh where are you?
does anyone know what happened to the Quickbooks Connector? I can't find it anywhere...and I'm not getting a timely response (3 days now) from Zoho support which has been really frustrating.
Tip #46: Using Zoho Sheet View
Hello folks, It's time for this week's tip and today, let's look at using the Sheet view in Zoho CRM. As sales reps, you spend most of your day over the phone. Be it for follow-up calls or negotiations or closing deals, you spend a lot of time talking to prospects over the phone and updating the record information inside Zoho CRM. While we know for a fact that you love doing the former, not everyone loves doing the latter. It could be frustrating to shuffle between multiple record details pages
Focus Group #6 - Enhanced features in customizing Zoho CRM
It's highly unlikely that you aren't aware of our CRM feature releases this year, but if you aren't, news flash for you - Your Zoho CRM (enterprise and above) supports Subforms, User lookups, Record level sharing, Sandbox and Validation rules - among many more new features. These features have been developed on popular demand which entails a Focus Group to demonstrate their working. Add formulae, look up fields and much more using Subforms to customize CRM. User fields and Record level sharing
ZOHO CRM & GDPR
Good morning, how exactly will be ZOHO CRM prepared for GDPR? We need * a way for gaining of contact agreement with evidence and using of personal informations with automatic saving in zoho * agreement is gained for a time period - we need automatic e-mail opt out after period ending Thanks Petr Maly
zoho.crm.searchRecords() when criteria contains a pipe character
How can I escape the pipe character in a criteria value when using the zoho.crm.searchRecords function? Example: name = "Bank Fu | US"; criteria = "(Account|=|" + name + ")"; accounts = zoho.crm.searchRecords("CustomModule2", criteria);
Community Digest - April 2018
April's Community digest brings you some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. A big thank you to all our MVPs who have strived to help out fellow users in the Community! Take a look at our band of MVPs and more on how to become one here. In case you missed out on April's happenings in the Community, below are some highlights for you: Product announcements: Validation rules for an accurate CRM Rest assured, Zoho CRM has got you
Web form not recognizing data input in portrait on mobile phones
Hey all, I have copied the JS Code into the web page and the form works fine on all devices apart from mobile phones when they are in portrait. I have tried different phones and different browsers with the same result. When the form is filled out it doesn't recognize this and states that the First Name cannot be empty. It will work if the mobile phone is in landscape view.
Multiselect / Subform
Hi all, I am trying to customize our Zoho installation, in order to make usage as easy as possible. As part of our companies needs, I created a custom module (containing Song information) which needs to be combined with the Contacts (Song Writer) in a manner that allows a many to many relationship. My current build uses a multi-select tool to do so, resulting in a LinkedModule with the specifics of each Writer's share on a song, in which we can store his share, along with information regarding contract
I can't use a Formula field anymore and want to ask about an alternative.
In my early days of using Zoho CRM, I created a custom field in my Contacts view with a Formula to 'look at' the Company Name and replicate it in the custom field (after I'd converted a Lead to a Contact, I then 'edited' and saved the Company Name field in the Contact View). This meant when I ran certain Contact Reports I could 'see' the Company Name and therefore export the report view to Excel for a mailing list. I noticed today that this has stopped working, so I need to find a way of letting
Zoho Community is transitioning to a new platform!
Hello Community! Here’s an exciting announcement. Zoho Community has transitioned to a new platform and we we'd like to discuss this transition with you. Why the change? Our community was earlier hosted on Zoho Discussions, which is now EOL'd. Besides, we thought it's time for a makeover. The new platform. We’ve transitioned to Zoho Desk. Apart from an improved UI, the new platform comes with some major enhancements. Zoho Desk bundles help desk, user community and knowledge base, all in a single
Amount Field Function
I record 3 amounts figures as a currency field inside a DEAL. I want to make the Amount field be READ ONLY & have a function that adds up the NEW CUSTOM currency fields and populates this into the standard Amount field on a CREAT or EDIT scenario. The three custom fields are: Accommodation Catering Restaurant Any help would be great.
Function #39: Update records in Accounts from Custom Modules
Welcome back everyone! Last week, we saw how to add subform records by having the records from other modules as a lookup field within a subform. This week, let's look at a function that lets you update records in Accounts module from records in Custom Modules. Business scenario Envision a scenario of you running a real estate business. The Accounts module contains records of all the partners associated with your company. For instance, Construction companies. However, you deal two types of real estates
Running Custom Functions on Custom Modules
Hi is it possible to run custom functions on custom modules? Also, I have created 2 custom modules with multi-select fields and a relationship module which tracks dates that links the 2, but I cannot seem to get that relationship-specific module as a related list in either module, does anyone know if this is possible?
Best practice for workflow and automation
Hi, I will try to make this brief - I need to track parts that customers (Accounts) send to me and set a workflow for our process. Is it better to create a View under accounts that includes a list of products sent to me and set the workflow rules to follow a status "Pick List" field (Received, Repaired, Shipped)? OR would it be better to create a new module to track customer products and if so how do I make sure that the products are tied to the Accounts? Part of the process for each status will
different mandatory fields based on lead status
Hi there Is it possible to have different mandatory fields for a lead based on the status of the lead? So for example, if a lead is 'suspect' - I only need their email address, but if I want to make a lead 'engaged' I need first name and last name....? thanks
If and if statement in formula field
If(Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps'),if(Contains('${Leads.Network Provider}','NBN'),${Leads.Monthly Fee},56.88)) OR If((Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps') And Contains('${Leads.Network Provider}','NBN')),${Leads.Monthly Fee},56.88) To assign a value into the field, there are 2 conditions need to be matched. Can anyone help me out with the formula above?
Fetching user's record
Hi! I'd like to ask if it's possible to fetch records of a specific user (Organization users) like the way a lead/contact/account can be fetched using getRecordById(). Is that possible? How?
email a CRM task to task list
I want to send an email to my CRM task list such the subject becomes the task. And any way to insert the date due from the email? Or perhaps create a custom function which receives an email then creates a task out of it?
Zoho CRM Managemet
We have been using Zoho for 2 years or less and have been entering all of our jobs as leads but, using the persons name as the lead contact. I am wondering, how was the program meant to work? is there someone that can call me live to discuss what the intention of the CRM program is to be used. We now have the same "lead" quoting multiple projects and we are unable to manage follow up.. I am here from Mon- Fri 8am to 5pm EST
Insight into the Business Hour revamp and Email Association with a Deal
Hello Everyone, We are here with our next round of announcements! In today's post we will walk you through two important features: 1. Business hour revamp - Presenting you this existing feature with lot more functionalities that make it even more functional. 2. Link Emails to Deal - Link a deal to its respective email to filter and view only the emails associated to individual deal. Let us take a look at each of these in detail. Business Hour Revamp We have revamped the existing functionality of
Function-33: Create Accounts from Leads with all the data at the click of a button.
Welcome back everyone! Last week, we learnt how to send mass emails to specific groups of leads or contacts. This week, let's look at a custom function that lets you create accounts from leads with all the data. Business scenario: Opportunities come in strange ways. One day there might be no good leads, but the next day you might bag a million dollar deal. Or there might be a lot of deals with smaller figures from different leads. Either way, there's a lotta work for you. And by that, I mean gathering
Tip #43: Focus only on the notifications that matter.
Hi folks! This week, let's look at how, using SalesSignals, you can focus only on those notifications which are important to you, instead of having too many of them overwhelming you. SalesSignals gives you all the important notifications you need to reach out to your leads, contacts, prospects and customers instantly. This is a great boon, as it lets you stay on top of all your communication channels. But having too many notifications, even irrelevant ones, will only: Clutter your feed Take your
LARule trigger date
In the blueprint transition section, in the task section there is a value in the "Due date" field called "LARule trigger date". What is it?
Lead assignment to Accounts
Hello everyone, Our company rarely (if ever) sells directly to a lead. Much like Ford or Dodge, we sell to dealers who then reach out to the lead for a sale. All of our dealers are currently ACCOUNTS. Leads are eventually converted to accounts as END USERS (type of ACCOUNT). Is there a way to assign a LEAD (end user) to a dealer (ACCOUNT) before it is converted? Roger
Leads, Accounts and Contacts
Our company never sells to end users, much like Ford or any other car manufacturer. Much like auto makers, we sell to our Dealer network. However, we collect leads (end users) through our website, trade shows, etc. Is there a way to assign a LEAD to an ACCOUNT for the dealer to reach out to the end user? Right now, I'm trying to add a lookup field to the LEADS module for "Assigned to:", wherein our internal sales team can assign the lead to either an account (dealer) or contact (again, dealer). However,
Automation Requirement - Possible?
Hi there, I have a very particular requirement amongst our potential use of Zoho CRM and I would like to find out if the desired functionality and behaviour is possible and if it is, how I would go about it. Here is the requirement: Step 1 - Update Contact with specialist data from external API Upon the creation of a new Contact, populate custom fields with response from third party API (using Contact ZIP field as API GET query parameter) I have experimented and achieved this functionality via Zapier.
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