How to send SMS / TX messages through Zoho CRM
Hi, I currently use zoho crm and make alot of sales calls. I like to use the activity logger so i know when i have called a potential customer. I have recently added a TX message fuction to my list of contact methods via skype and have been logging TX's sent via the same method as calls. However it would be nice if you could select Call or TX as an Activity Type. Im am not sure how skype and zoho intergrate but it would be great it they could log calls & tx made by skype automaticly. Thanks Mark
Zoho CRM - lookup field search
When a lookup field is added to a custom module to lookup records from another custom module what does the search box actually search on in the records of the custom module being looked up? I believe it is just the email field but my testing has rendered
Validation rules - add option missing in Zoho Developer?
Hello, When using Zoho Developer CRM and creating a validation rule, there is only one rule that can be added and I cannot add an additional "option" as I can within the CRM itself. Is that normal? The screenshot below was taken from Zoho CRM documentation and you can see the add another option that is missing when in the developer vertical app creator. Thank you, Kyle
Spotlight #4 - Leverage the power of AI to get smart and intuitive lead assignment suggestion
In the fourth edition of our Spotlight series, we're going to discuss a few handy Zia features. Before we put the spotlight on Zia assignment suggestion and its importance, let's take a quick run-through of what Zia actually does. Zia in CRM Zia is
Mandatory Field Missing : Unit Price
Hello, we have application which uses insertRecordsMethod from Zoho CRM API to insert inter alia Sales Orders to Zoho CRM. Since yesterday, Zoho beginned return error "Mandatory Field Missing : Unit Price", however earlier this problem didn't exist. Although
Feature: Custom Fields For Users
Thank God For Every Second!! Hi, In Zoho Books there is a great feature of Custom Fields For the user profiles. This could be a great feature in the CRM Also! Not just the ability to use custom fields and the business requires but also use the attachment
Autofilling fields in Contact module with data from other modules and fields.
Hello, I am dealing with a request to create autofilling functions for my companies Contact module, using data derived from our Accounts module and have run into a few issues. Note: The Account lookup field is present in the Contacts module. 1. We have
Can I block blacklist customers from being added to invoice?
Hello, I do have a status dropdown in my Contacts Module with the entries "Active" and "Blacklist". I want to block or filter customers/contacts that do have the status "Blacklist" from being added to invoices? Is this possible in Zoho CRM? Thanks for
Adding a non-supported telephony provider
Does anyone know of a way of integrating a telephony provider that is not on Zoho's approved list? Is there a third-party I can use to provide the integration? thanks, Mark
How to activate a workflow when a Zoho Form is submitted?
Hello! Zoho Form's integration with CRM allows actions such as "Automation: Trigger Workflow Rules, Blueprint, CommandCenter, and more in Zoho CRM". However, when going to the CRM I am unable to make a workflow or something similar when a Form is submitted.
Creating Tickets In Zoho desk
HI, Iam trying to create tickets in Zoho desk whenever a sales order is created. I want to create the tickets based on the product name. I had written this function but the ticket was creating with other product name. Can anyone help me with this issue?
View
Can someone please help I have a contact that one of my salespeople sell a policy how can I make sure after that sale (Client Won) they can no longer see that client anymore in this module? Can you do this? I know you can stop them from seeing certain
Call Schedulling
Hi, I'm testing out Zoho as a CRM and I've brought all my leads I want to schedule calls to for the sales staff. How do I get Zoho to automatically schedule calls for leads I tried using Automation and Workflow Rules but I couldn't get it to work. There
I can not delete accounts in my Zoho CRM
In my Zoho CRM, under the tab accounts, I am not able to delete an account. Example: I have either 2 accounts with the same name or I want to change the name and delete the old name.
Account Lookup Search Tooltip
We have Account Lookup fields in several modules. From what we can tell, the info that shows up in the “hover info” box (see black box below) is based on the Business Card view. However, the “Website” field is NOT in our business card view, but it’s showing
Soft Phone Integration - Smart office App
Hi, Is it possible to integrate the smart office soft phone to Zoho CRM? We want the ability to have the call made from ZOHO, but the Smart office APP POPS on the screen and then the call is registered as an activity in ZOHO Kind Regards,
List of customers per product
I like to have an email or address list of all customers per product. So for instance, there is an upgrade available of product AAA and I want to mail all of my customers who ordered product AAA. I've been looking into the user guide but couldn't find anything. Please advice!
ZOHO E-mail signature changes line spacing
When trying to create a e-mail signature my line spacing is changed. I cannot manipulate the ZOHO e-mail signature to match my Outlook signature.
Hot Leads versus regular leads
I am new to zoho and I have two questions. (1) Leads: we have two sets of leads, one set hotter than the other, is there a way to let the hotter leads stand out? (2) I have imported leads using CSV, how do I separate them by Industry? I have created views thinking that is how I can upload each list per industry, but clearly it is just a view. I would appreciate it if someone can help.
Line items in inventory records can now be viewed as Subforms in the Zoho CRM iOS app
Hello All, In Zoho CRM iOS app (v.3.6.5), we have enhanced the user experience of working with products in the inventory records. The product line items will now be displayed in Subforms in the 'Details' view of the inventory record. You can add/edit
Can you specify the primary Contact name with in the Accounts when having multiple contacts for the same account?
Can someone help... If you have 4 contacts for one account... how do you know who the primary contact is? Are we able to specify who the primary contact is? Thank you in advance, Christine :)
Simple Widget to Count # of Records in Zoho CRM
Hi, I have a Custom Module and have created a custom view for a subset of the records. I would like to display a simple counter on my Zoho Site site that displays the number of records in that custom view, to be refreshed/updated once per day. What
Task/Meeting/Call
We're not really using Meetings and Calls - it's 100x easier for us to use Tasks for all activities and create a custom field called Task Type to narrow this down. Can someone confirm that if I remove Meeting and Call modules from non-admin profiles,
Awaiting response section in Salesinbox
Hi there Is there a way to have a "Awaiting response" section in Salesinbox email service? I used freshsales before and it also ha da list of emails that I never responded to and this helped prevent forgetting to follow up on an email I read but didn't
Automatic currency update for Zoho CRM
Hi, Once anybody needs to make automatic currency updates we offer the extension that helps it. Currency Exchange Rates for Zoho CRM: https://marketplace.zoho.com/app/crm/currency-exchange-rate-for-zoho-crm With this extension you can: - Automate currency
Deluge - couting how much times my lead have been submitted a form
Hi, today i have a field that recognize when i have a return lead its a field of Data&time that created in module lead and also Module Students (contacts) i want to create a new field that count when the data&time field is changing that will count how
How to download data from Zoho CRM to on-premises SQL Server
We want to create Data Warehouse on our on-premises SQL Server How we can connect to Zoho CRM and regulary download data? Thank for all idea
Integration from ZOHO CRM to MySQL
Hi everyone, I have one doubt. If user create Accounts in ZOHO CRM then automatically same record with same values also get created in MySQL. Please help me. Thanks. Regards, Venkatesh
Adding Attachments from WorkDrive to Deal
I am currently trying to develop some workflows in CRM so that when an Opportunity/Deal is Won, 2 files in our WorkDrive are attached to the Opportunity/Deal automatically instead of our users having to go into the WorkDrive to find the files to attach.
Is there a way to Create Related Record programmatically ?
Is there a super-secret way to Create Related Record programmatically? I read the documentation here: Update Related Records using External ID | Online Help - Zoho CRM
Zoho Forms
Hi, I am trying to create a document collection application using Zoho Forms and Zoho CRM. In Zoho CRM, a custom function would generate a list of document based on different criteria, and populate it inside a subform. Then, I want the Zoho CRM subform
Deal Stages UI Bug in Hebrew
By The Grace of G-d. Hi, The Deal Stages UI is buggy when the CRM is used in Hebrew. Plaese see attached screenshots. Thanks!
Price Book and Quotes Function Question
I have been following a topic on Price Books and it is now locked. Wondering if anyone would be able to tell me what the coding at the end of the discussion does and how I can implement it (figuring it provides the solution I am looking for) https://help.zoho.com/portal/en/community/topic/associate-price-books-and-accounts-for-quote-generation
Unable to email a particular contact
Hi, We are having issues sending emails to one of our sales agents through Zoho CRM, can you please advise? We are able to send emails to others on our domain, and her email exists, we are able to email her from any other platform except yours. Can you
Read each line of a CSV in a CRM File Upload field
I have a File Upload field on a custom module in CRM. Users create a record and upload a CSV into the field. I want to create a workflow that on create: 1) Checks to see if the file is a CSV 2) Reads each field of each line of the CSV (into a map or a
Adding an image filed in LayOut
Hi, By default, there are no available Image fields in the palette for each module. How can I add a custom image field? If not available, are there any alternative solutions to introduce an image filed? Please advise. Thanks Ganesh
Create a lead cycle for my consultants automatically
Hi how are you? I currently have 3 employees who are in the net sales department and I want to create a situation where the 3 employees get more or less the same amount of leads And even go deeper and give relatively to each sales consultant because I
can a task be generated in zoho desk by using Workflow in zoho crm when Sales order is created?
can a task be generated in zoho desk by using Workflow in zoho crm when Sales order is created?
can I send a mass email from "tasks"?
For example: I have tasks that involve sending 75 templates to individual contacts "123"., I have more tasks that involve sending 50 templates to individual contacts "456", etc. Can i do this as a mass action or does everyone need to be send individually?
Export a Custom View of Leads
Is it possible to export the data from a custom view of leads? I do not want to export the entire database.
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