Community Digest - February 2020
Announcements Map the fields from a layout in the Leads module with the appropriate layout from Contacts, Accounts, and Deals module in Sandbox and deploy the changes into your production account. The sign-in process in the Zoho CRM plug-in for Microsoft Word now uses OAuth instead of Authtokens A step-by-step guide to integrate Google Contacts using Sigma Important Updates in Zoho CRM Outlook plug-in and Marketplace. Check it out Now, transfer Records and assignment configurations during user
Community Digest - January 2020
Product Announcements Introducing edition-wise storage limits in Zoho CRM New error-code in CRM API - RECORD-LOCKED to prevent data loss Introducing edition based Data Storage limits and UI changes in Storage Space Check out how you can delete users and transfer the records owned by them Modified sign-in process of the Zoho CRM Outlook plug-in using OAuth instead of Authtokens. Kaizen Kaizen #13 - Bulk write API Kaizen #14 - Notification API Kaizen #15 - Java SDK for self client Kaizen #16 - Python
Ask the Experts: Live Q&A forum about Zoho CRM's migration from API v1.0 to v2.0
At the beginning of this year, we announced the availability of API v.2.0 and the depreciation of v1.0 on December 31st. We're now in the deprecation phase of API v1.0. The reason for this transition is that API v2.0 has superior features. These are a few ways that v2.0 improves upon v1.0: Increased daily limits for API calls (1,000,000 calls per day) Multiple DC support REST standards adherence Easy JSON parsing A new API dashboard with better usage analytics Introduction of API names Introductions
How to create a scheduled custom function
Hi Team - I am aware there is a Schedules in CRM so we can run daily custom functions. I tried writing a custom function but I am not successful in running a Schedule. I need to run a Schedule so that my Ageing in Days field for Deals gets updated on a daily basis. Can someone point me to the correct syntax for running Schedules? I tried running a workflow that triggers a custom function during modified time but it only runs once. I need that Ageing in Days to be updated on a daily basis. Any help
Community Digest - December 2019
Product announcements: Empower sales reps to sell with Zoho CRM, now with iOS 13 experience Are SPAM records troubling you? Include reCAPTCHA in your webforms with Zoho CRM All new Revamped Tax section is now available in the newer version of the CRM app! Updates in Email and Inventory templates: Cloning across modules, setting default font and more. New customize options in the module builder: Quick create and details view On including reCaptcha in your webforms PartnerSpeak on Zoho CRM Use
Zoho CRM Functions 52: Automatically update the recent Event date in the Accounts module!
Welcome back everyone! Last week's function was about updating Related Records automatically using info from Linking modules. This week, it's going to be about updating a custom field in the Accounts module with information from the Events section of the Activities module. Business scenario The importance of spending quality time with your clients and prospects cannot be understated. Be it sharing samples or explaining your products and services, meetings go a long way establishing customer trust.
Ask the Experts - Live Q&A discussion on everything Zoho CRM
Hey everyone! We're almost done with the year and we're grateful to have witnessed the Zoho CRM Community thrive and grow this past year. If you feel you've been using Zoho CRM to its fullest potential, kudos to you! However, If you've had any questions about CRM at all, or if you'd like to learn something specific, we're hosting a 12-hour long live Q&A session right here on the CRM Community and you're welcome to come and participate. Post your questions as comments below, (absolutely anything
MailChimp Campaign Integration
How can this work with ZOHO. I can't make it work!
My Zoho Story #1 - Zoho CRM for Real Estate businesses - Interview with a soloprenuer
Imagine being the one-man-show for your real-estate business. That would mean juggling several tasks such as gathering requirements from buyers, showing houses, following up for purchase, keeping track of sales, and much more. The number of activities associated with one buyer or seller by itself might be overwhelming. How then do you manage to keep advancing as an individual agent in the residential real estate business? Customer Relationship Management tools do your multi-tasking for you so you
Community Digest - November 2019
Product announcements Zoho CRM's Social revamp and migration to new social accounts Zoho CRM's mobile application now supports our testing environment, Sandbox Ruby SDK for Zoho CRM is out E-sign your documents with the Zoho Sign extension for your CRM Kaizen Kaizen #4 - Troubleshooting OAuth 2.0 Kaizen #5 - Environments and domains in Zoho CRM (1) Kaizen #6 - Environments and domains in Zoho CRM (2) App Spotlight App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho
Country codes in Zoho
Hi Team, I am integrating shipstation with zoho flow and it is working fine with custom functions. I am running into a concern where the country codes in shipstation is required to show the coutry information. It looks zoho does not save or have the country code information. So it looks I have to put 190+ if-endif conditions to check country name coming in invoice and add country code self in the custom function ? Thanks
Change text of a button
Hello, is it possible to change the text of a button who appear in a blueprint? It is mark "ENREGISTRER" in French but I would like to replace it by OK, it would be more comprehensible.
Custom function applied to Button not working
Hi everyone I've created a custom function in Zoho CRM, and have attached it to a button, under the "List View Page" section. To use the function, I would go into the specific Module, and "tick" a line entry, click on the button, and the function takes the data and creates a Deal. This works great when I select 1 line entry. As soon as I select more than 1 entry, the button does nothing. No errors. Are there any logs that I can look through to see what might have happened? I have edited the function,
Appointment Booking App Integration with CRM Campaign Module
Appointment Booking App Integration with CRM Campaign Module : Campaigns Management : This allows you to plan & keep track of the campaigns in your Zoho CRM account. This includes planning the campaign, preparing your mailing list etc. In Zoho CRM, campaign management helps you to plan, execute and monitor campaigns in an organized way. Appointment Management : This is a robust time scheduling app which helps optimize time management. This app ensures that your customers easily and efficiently complete
Community Digest - September 2019
Product announcements BCC dropbox email email address format will be revised Call leads and contacts via RingCentral Lead nurturing made easier with email marketing automation workflows Empower your sales reps to sell with Zoho CRM - now with iOS 13 experience Zoho User Group Meetups Our final leg of meetups for the year are ongoing and registrations are still open. In this series of meetups, we are delving into common challenges faced by sales administrators and discussing solutions.
Create a Sales Order via Related List Button
Currently within the Deals module we have a button associated with the Products related list for creating a Quote. I am attempting to add a second button to create a Sales Order by modifying the custom function for the Quote button. The button opens the Sales Order module however, nothing populates the page and the ZOHO CRM in the of the page appears to loading. I am adding the Quote script that is working perfectly and the modified script. Can someone point out my issues? Thanks in advance. Quote
how to clear the value of a field
Hello all I have this function that moves data from one field to the next. After the three values move from field to field, I want to clear out the values of the original field or put a standard text in them like the word "none" For example, when my api sends the value to the Last_call_status, PB_source, and Previous_Phoneburner_notes field in my contact module and the function below moves it the respective fields. I want to clearout the values in the Last_call_status, PB_source, and Previous_Phoneburner_notes
Access the key-value of Collection in loop
I need to access key-value pair in a loop -- col_customer = Collection(); col_customer.insert("Jhon Doe":3); col_customer.insert("Joe Black":1); col_customer.insert("Jack":1);
Create a deal from lead module
Hello I created a zforms on my website with an hidden field (source) I would want to create a workflow to create a new deal when a new lead is registered from this forms Could you help me with this Thanks
Does anyone have a sample to call external API (other system) from Function with Authentication
I need to send a message to another system using their API from Contact. Other system requires authentication and about 5-10 variables. Does anyone have a sample function code that acomplishes that. I cant seem to find one.
Calculated Formula Field
Hi, I'm trying to display Days Since Last Activity in a custom formula field: (Datecomp(Now(),${Leads.Last Activity Time}))/(24*60) I get no errors in the field builder but I get no output in the leads section or reports. What am I missing?
Function-3: Auto-update account information across CRM.
Welcome back once again folks! Last week, we learnt about round-robin assignment of records using custom functions. This week, we'll take a look at a custom function that saves your time by auto-updating all the related fields in a selected module when those fields get updated in the Accounts module. Business scenario: Take a case of leads captured through web-forms. Most leads don't fill out the entire form. Once the lead is prospected, you go on to create relevant records in contact and accounts
Email to multiple accounts under one contact
Hello, I want to set up an account to send out a monthly newsletter to multiple email addresses. How do I set this up so that I can select one contact, say "Monthly Newsletter" that will automatically send the attachment to each person listed under that contact name. Thanks, Bruce
Community Digest - August 2019
Product announcements Check out the new feature upgrades we've introduced for Functions in Zoho CRM. We have added a few new configurations in assignment rules, updates to the importing process and much more. Check out last month's new feature enhancements in Zoho CRM. Zoho User Group Meetups Our final leg of meetups for the year are scheduled and registrations are open. In this series of meetups, we will delve into common challenges followed by sales administrators and discuss solutions.
Function #38: Subform Updates
Welcome back everyone! Last week, we saw how to create a Purchase Order from a Quote. This week, let's look at a function that lets you add subform records easily by having the records from other modules as a lookup field within a subform. Subforms: Explaining plainly, a subform is simply a form within a form. Since all the data stored within your CRM is inter-dependent, there is a need to associate multiple items/records to a single record. To learn more about subforms, click here. This feature
Custom Function help - Mismatch of data type expression. Expected List but found String
Hi, I am attempting to create a custom function that will create multiple records based off the multi-select pick list values in our potentials module. The function i have so far is this: new_onboarding = {"Account_Name":accountname,"Owner":"1739380000031784001"}; for each TPAservice in tpa //tpa is the multi-select pick list argument { create_newonboarding = zoho.crm.createRecord("Onboarding", new_onboarding); } i get this error when trying to run it: Mismatch of data type expression.
ID Verification
Has anyone found a way to log caller verification in CRM. If an agent asks the caller to verify their identity i am looking for a way to log that in the system that we can audit. Basically we need a way to show we checked the callers identity before we discussed details
Finding fields that contain only a space with workflow rules
Hi, We are attempting to send automated emails to leads which are created by a form on our website, only if there is NOT any information added in the description field. Unfortunately, the form Zoho creates inserts the non-breaking space in the Description input, so we cannot use the ${isempty} check to see if a lead has not entered any data in that field. How can we check for the space character using the workflow conditions? Entering just the space character errors out with the message "Please enter
Google Contacts Sync
I've been using Zoho for more than a year... Last month i found a few problems with my sync between Gmail Contacts and Zoho. We have 2112 contacts in our list. I've created a brand new Google Account just to sync the contacts. Than i went to: Setup -> Market Place -> Google (Contacts) -> Authenticate Google Contacts -> "Choose my account" and click Allow. 1) Google Contacts: My Contacts ||| Zoho CRM Contact: All Contacts 2) Sync Options: Push from Zoho CRM Contacts to Google Contacts 3) Same Contacts:
Zoho CRM Functions 51: Update Related Records automatically using info from Linking modules.
Welcome back everyone! Last week's function was about scheduling calls to records. This week, it's going to be about updating a record in one module with information from the linking modules, when two different records are linked. Linking Modules Multi-select lookup fields help create many-to-many relationships between records across modules. Linking Modules help facilitate this records association across modules. The records in the Linking Module contains info from the two 'linked' records. More
Document Download Limits for users
Hi, currently anyone is able to see and download documents from the CRM which i don't want. I need permissions seeker, this documented in the log and also download possible only after someone approves of.
Community Digest - June 2019
Product Updates Convert your leads from events using Zoho CRM's eventbrite integration Plan and manage your events better by integrating your CRM with Zoho Backstage Check out the all new ready-to-install meeting apps in Zoho CRM Cloning blueprints is now possible - also, add new states to the existing ones and map them The all-new lead conversion mapping for subforms Monitor the finance flow of your event in Zoho Backstage Enhancements in refreshing Sandbox Check out the enhancements
postUrl returns {"responseText":"internal exception","responseCode":"-1"}
Hello, I am attempting to send a post request from a custom button on the CRM UI to a third party server. The response I get is: {"responseText":"internal exception","responseCode":"-1"}. Please help me make sense of this message so I could understand why the request is failing. Please note that the same request works fine in CURL, as well as on the Chrome ARM extension. Moreover, the server logs do not show any indication that the request would have arrived at all, so it seems that the problem
Zoho CRM Success Stories
Stories of success need telling and sharing. Stories inspire and help peers learn invaluable lessons. We believe that good stories have the power to change lives! And that is why we have created a space on this community where you, our customers and partners, can share your stories here with your fellow members, inspire them, and learn from each other. Tell us how you implemented Zoho for your business, the challenges you faced, the ones you overcame, the ones you worked around, the processes you
Zoho CRM Tips and Tricks for Real Estate #02
Templates: Part 1 Use pre-existing templates for creating invoices with the relevant information. Use the templates to create mailers for lead nurturing, follow up emails, confirmation emails. Once you set up templates for different mailers, you just have to automate the mails to trigger at certain points in the sales pipeline saving time and hassle of repeating the task. Lead nurturing: Sending out offers and keeping in touch with the leads generated from website, social media and cold calling
Zoho CRM Tips and Tricks for Real Estate
Invoices and Bills: Create invoices and bills as soon as an order is confirmed and include details like reference number, date, billing address, property type, broker name, and terms of payment. Invoices are created directly from contacts and deals. Automatic invoice creation helps customers by ensuring that they have all the information they need. It helps agents keep track of payment. It's easier to send copies to all parties concerned directly via CRM and keep a record for future reference.
Finding My Zen with Zoho Desk
In the world of customer experience there is no more important tool for data analytics than your case management system. Over the years there has been so many changes in the space that many have just stuck with what they have known rather than risking something new. Full transparency that was me till earlier this year when I found Zoho Desk. Before we talk about Zoho Desk let’s do a quick history lesson. Having grown up in the Call Center Business Process Outsourcing (BPO) industry as a second gen
Function #49: Changing Ownership of Multiple Related Records concurrently!
Welcome back everyone! Last week's function was about tracking refunds and adjusting the sales executive's revenue in Zoho CRM. This week, it's going to be about simultaneously changing the ownership of a record across multiple modules when it is changed in a single module. Business scenario Each of us have our strengths and weaknesses. Someone skilled in sales might not necessarily be better in management. It goes to show that in order to successfully run an enterprise, you need an amalgamation
Call Details field not available/showing for custom functions
Hi all. I thought I would ask my question here. While I don't like it, I understand why we cannot add custom fields to the Calls module. However, I cannot get anyone in support to tell me WHY the "Call Details" field is unavailable under the custom functions. I figured out how to schedule a call in the future - however - since we cannot set the call as SCHEDULED - it defaults to CURRENT - and closes - even thought it is scheduled for the future. Scheduling a task to make a call. Then creating a
Community Digest - May 2019
Product updates Increase in CRM API v2 credits Introducing Setup Page customization in Zoho CRM Plan and manage your events better by integrating Zoho CRM and Backstage Leverage Zoho CRM’s various features built with GDPR in mind, to ensure that you collect and process data. New versions of Java SDK (1.0.5) and PHP SDK (2.0.0) are out! Limits for Functions have been updated, check it out here. Zoho Community Meetups Join the team and your peers at Zoho Community Meetups in
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