Creating views using multi select look up as a filter
Is it possible to create a view using a multiselect look up field as a filter?
SERIOUS ISSUE: Workflows not triggering on the scheduled date time in July
Over the past 3 weeks we have had issues where the workflows are not triggering on the scheduled time/dates. Anyone got any suggestions? Support havent been able to rectify for us as yet.
Custom Function to link separate module fields based on lookups
Hi all, I've got two custom modules that both contain lookups: 1) "Customers" module, with a lookup field 'Unit' referencing "Units" Module 2) "Units" module, with a lookup field 'Current Occupant' that would change automatically based on the function. What i'm trying to accomplish is that whenever a 'Unit' is referenced in the lookup field in the "Customers" module, I want the relevant 'Unit' to then reference that "Customer" in the 'Current Occupant' lookup field. Does anyone have any advice
Using the quotes module system defined ‘product details’ field to sell a product at any price and see the profit made.
Hi All, Firstly, i would like to thank anyone in advanced who attempts to help me with this question. For quite a while now, our business has been trying to find a CRM solution that can accommodate to our sales process, more specifically the part of our sale where a sales agent creates and sends a quote. I realise that the quote module accommodates for this, by allowing you to import your products into the ‘products’ module. Here, you can set a ‘unit price’ which i understand is perfect for a company
Displaying Tax Subtotal on Quote Template
I have spent a lot of time customizing the Quote template to our needs, and overall I'm happy with it, but I'm having a problem with the way it displays tax. We frequently apply tax to some line items, and not others. No problem in Zoho. But when I try and display a tax subtotal, I'm stumped. The ${Quotes.Sub Total} field displays the total of all line items, including tax. What I need is: 1. The total of all the tax applied to the individual line items. 2. The total of all the line items, without
Delete Filters
How to delete contact filters - we don't use any of these: FILTER CONTACTS BY Touched Records Untouched Records Record Action Related Records Action Email Status Activities Notes Deals Deal Amount Deal Stage Deal Owner Deal Closing Date Campaigns
AND logic for Reports using Campaign Name
Hi, I've got a question about an unexpected results when creating a report. I've created a report to find campaigns that contain a particular string in the campaign name. I create two filter criteria using Campaign Name to find two different strings in it. When I use the OR logic in the report it returns, as expected, records that contain both of the desired strings. However, and this is the unexpected part, when I use AND logic on the same filter it returns NO results. This is unexpected because,
Workflow-Stop workflow what field updated
I have 5 SMS messages that I need to send. I want to stop sending additional ones if the "Enquiry Status" is "Contacted" How do I do this in a work flow? Here is what I have for the first one...it goes out when the lead is created. Here is the 2nd one that I have...but it is not working.
Introducing Asana, WhatsApp Business, Servetel and 8 more Zoho CRM extensions
Ease your daily workload by streamlining workflows, automating manual tasks, and making the most of Zoho CRM. Here's a list of new releases for Zoho CRM, July 2020. WhatsApp Business for Zoho CRM Bring your WhatsApp conversations right into Zoho CRM. Send individual custom messages or bulk messages, set workflows to send automated messages, and receive messages, all right in CRM. Learn more Wepster for Zoho CRM Keep in touch with your customers through multiple communication channels including
Kaizen#42 - Parameters in all GET Requests #API
Hello everyone! Welcome back to another post in the Kaizen series! Today, we will discuss all the parameters available in all GET requests. What is a parameter in a request URL? A parameter or param is a name/key-value pair that is included in the request URL and it forms the query string. Consider this example: https://www.myexample.com?id=123 Here, the request URL is https://www.myexample.com, while the parameter is id whose value is 123. You can also have multiple parameters separated by an ampersand
Quote - Product Details - Customizing
I would like to calculate commissions and display this for sales reps during the quoting process. I have created a product cost field in Products I would like to add a field into the Product Details Section of the Quote Tab that that the "price" input
Activities - Word of the day #90
An important aspect in CRM is to keep track of various sales activities such as tasks, meetings (previously called 'Events') or calls. You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc. They can be very useful in initiating and tracking pending action items and in recording the results of meetings or events. In Zoho CRM, the Activities module is where you can create and associate
Require Tasks Closed before proceeding to next deal stage
Zoho Community, We would like to require that all tasks are marked as completed before being allowed to proceed to the next stage of the deal phase. Example: When Deal enters the stage "Property Identified", a task is created for the user to "Confirm collection of documents." Our team would like to require that the "Confirm collection of documents" task is marked as completed before proceeding to the next deal stage after "Property Identified." Is this possible? Thank you! Gabe
Translate Address fields
Hello Now that we are able to translate all fields in CRM, can you confirm that we can safely change the label of ADDRESS fields, even if we are using other Zoho apps that are integrated with the CRM (invoice, ...) ? I guess yes since the API doesn't change but I would like to have a confirmation from Zoho Thanks in advance
Help! Calculating a Aging by Dates if Null
I'm working in Zoho CRM desperately trying to calculate aging between to dates, but - if the completed date is not inputted (indicating it's still open), I'd like to use now. I want to return a whole number. This is what I came up with, but it will not work... Floor(Datecomp(If(${Implementations.SSL Cert Ticket Completed}==isNull(),Now(),${Implementations.SSL Cert Ticket Completed}),${Implementations.SSL Cert Ticket Date})/1440) Help - how can I calculate the aging (time in days) it took to go
Web Form created in Sandbox insert data in production
Hi, I created a web form (Leads) in my sandbox and integrated générated code (incorporer) into my website (test environment), but when I create a new Lead, Lead data are inserted in production environment. Did I forget anything ? Many thaks for your help. Rgds
Importing data
I just want to make sure I have this right before I do it and mess everything up. I have all of my contacts in zoho crm already. I then set up Deals (or factfinds as I have renamed it) for each sale and I included the contacts in there but left everything else more or less blank and export the CSV file. I have now gone through the CSV and completed it. I want to now import that back in which I am fairly sure is just clicking on Import, choosing Zoho crm and then uploading the CSV file. I just
Bug Report: Reminder setting doesn't always open
When creating a new activity and specifying a reminder date, sometimes the date setting window (img 3) doesn't open, but the slider moves across. If you attempt to save at that point you get an error message (img 1). You then have to re-click the reminder slider (img 2) to get into the date settings. It would be a lot easier if the slider simply set the reminder date/time to the same as the activity automatically, with a hyperlink ('set') next to it to open the date settings window if you need to
Multi-page Layout - Word of the day #89
Zoho CRM allows you to run a separate sales process with its fields, records, views, workflows, reports, and dashboards. This way, multiple departments in your organization can use the software without the need for multiple CRM accounts. Check this video from OscilloSoft Pty Ltd. Previous 'Word of the Day': Email Parser Next 'Word of the Day': Activities
OneDrive Links not being accepted in url field
Not sure if anyone else is experiencing this but putting a link to a OneDrive file in a URL field pulls up an error message about it not being a valid link. Any ideas? Thanks Chris
Zoho CRM REST V2 Api returns "AUTHENTICATION_FAILURE" with no details
Hi All, I am trying to log a call in Zoho crm using V2 Rest API's. I am able to exchange the refresh token and get a new access token, fetch the details of the call already saved within zoho crm etc. But whenever I send a POST request to https://www.zohoapis.com/crm/v2/Calls as explained in https://www.zoho.com/crm/help/api/v2/insert-records-examples.html#insert-calls I always get the following error. {"code":"AUTHENTICATION_FAILURE","details":{},"message":"Authentication failed","status":"error"}
Sharing rules by related module
Hello! I need to create sharing rules for different teams based on a related module of the record. The scenario is like this: There are two main kind of services that our company offers, and there's a Sales team assign to each service. So there are two teams, each one has a manager and some salespersons. Also, I have a custom module that lists the services and the other modules are related to it, through a lookup field. The records from leads, contacts, deals, products and quotes related to a specific
Ask the Experts - Q&A discussion on building customer experience and foundation in CRM 2020
Last month, Zoho CRM delivered a mammoth release of 16 brand-new features. These span across developing customer insight, experience, intelligence and foundation in Zoho CRM. To help our users implement and understand the functionality of these new features, we've scheduled live Q&A sessions on this forum. The first session will be held on 9th July, between 9:00 AM and 2:00 PM EDT | 2:00 PM and 7:00 PM BST and cover features falling under categories of Experience and Foundation in Zoho CRM. Our
Buttons for live-manipulation within edit mode
I'd like to create a button which is similar to the existing "copy address". I'd like to have a button that is pushing moving the value of field1 into field2 and put something new into field1. So far I just know the buttons at the top of the edit page, but those cause two issues: 1. It doesn't handle information that just has been entered (unstored) 2. changes through those buttons seem not to be visible until I reload the page. Is there any solution to this?
Using the MS Exchange Sync module - basic authentication required?
Referring to this closed topic: https://help.zoho.com/portal/en/community/topic/replace-imap-with-mapi I am investigating the use of the MS Exchange Sync module to replace access via IMAP. According to the instructions in https://help.zoho.com/portal/en/kb/crm/extensions/team-collaboration/articles/microsoft-exchange-administrator-guide#Prerequisites, one of the prerequisites is to have Basic Authentication enabled. So do i understand correctly that this means a service account or user credentials
Email Parser - Word of the day #88
Simplify the process of lead generation by fetching lead data directly from incoming sales enquiry emails. An Email Parser is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails. The leads' details can be extracted by the email parser and added directly to your CRM records. Here's a knowledge-base article on how Email Parser works. Check this video from 'SaaS on a Shoestring' on Email Parsers. Previous 'Word of the Day': Escalation Rules Next
Feature Request: Flexible Best Time To Call Options
The 'Best Time To Call' option is too limited as it only allows you to set a single point in time, however, you will contact that person outside of pre-arranged calls, so the ability to add other options would be very helpful. For example one of my best contacts only works Wednesdays 10-4 and Fridays 8-5, those are the best (and only) times to contact her. Perhaps that box could be split, so the first is 'Next call' which shows the date of the next activity/call/meeting, and the second is 'Best time
New Deal made through custom button/deluge not triggering workflow rule
There is a workflow rule in our CRM that is supposed to send out an email notification to select people once a new deal is made matching a certain criteria. We have a custom button that creates a deal that has this criteria but when the deal is created using this button the workflow doesn't trigger and an email isn't sent. Does anyone know what is causing this issue/any possible fixes to it? Thanks
Emails on contacts pulling through to accounts
Hi I have sent multiple emails to two different contacts that are associated with the same account, however the emails sent are not pulling through to the account page under the "emails" section. I have refreshed countless times but nothing has changed. How do I ensure the emails sent to contacts associated to the account pull through to the accounts page? Thanks Ashleigh
Can the default date format be set to dd/mmmm/yyyy?
I would like for all of the date fields in all modules to have a date format as dd/MMMM/yyyy (01/January/2020). How could this be accomplished? I don't have a function fields available to use for the module so I would like to get it done somehow with Deluge and Workflow. Any help would be appreciated. Also keep in mind that in a few months from now Zoho is planning to update the system with these features to change the date format and still I would like to get it done sooner if possible. Thank you!
API Token
Hi, Our web developer has asked if I can set up API access into Zoho CRM, so he can run GET requests against the contacts. I've found the help document here: https://www.zoho.com/crm/developer/docs/api/get-records.html Which gives me the API Get URL and the header, but I can't figure out how to create the API Authentication token. I've gone to https://api-console.zoho.com.au/ and logged in with a CRM account. I've set up (I believe) the API for access. My API Authentication configuration: - Server-based
Replace IMAP with MAPI
We would like to request that IMAP be replaced with MAPI. Due to security issues we have eliminated the use of IMAP for all users except those on CRM. Requiring those users to have IMAP subjects us to hacking attempts which we cannot block right at the authentication policy in Office 365. Granted we can protect accounts in other ways including MFA and conditional access policies, but having IMAP off means we can stop the attacks right at the authentication policy thereby not making it flow through
Escalation Rules - Word of the day #87
If cases aren't being solved quickly, Zoho CRM automatically escalates the overdue cases to the relevant manager or sales rep. You can configure a simple set of rules based on various criteria like priority, case name, or the time at which it was created to govern these actions and manage cases more efficiently. Here's a knowledge-base article on how to set escalation rules. Check this video from TheMarksGroup. Previous 'Word of the Day': Review Process Next 'Word of the Day': Email Parser
Commission Rate
Hi there, We have Zoho One with CRM and Invoice linked together. I see under Products we can put a "Commission Rate" against a product. This is exactly what we need to do and then pay our Sales Rep's such commission. How does this part of the system work? How do we use do such?
Feeds not working for certain users
Hi, we are a small organisation with just 2 users, I get a feed of everything my colleague changes, ( i don't think i manually set this up). My colleague however does not get a feed of everything i do on zoho and he has the same user permissions as i do. When you go into his feeds each time it shows "write your first feed" even though we have already sent items from his feed. can you explain how i switch this functionality on for him so he can see my zoho activity in his feeds?
First Call Analytics
Hello good Morning. I have the following doubt, how can I make a query in zoho anayltics to get the first call made to my leads, or is it necessary to know the record of the first call of each lead in my zoho CRM.
Facebook profile name missing (broken link) in Mentions of Social tab
Some of the the Facebook profile names are missing (broken link) in Mentions column of Monitor page of Social tab in Zoho CRM. Please note that it shows the profile names without any trouble when the mention is on a Facebook Page. But it fails to show the link when a FB user mentions us. Is it so that it can only trace back the FB Page mentions only?
Search Facebook profiles from CRM module not working since long days. Any explanation?
I may have read something like Facebook banned Zoho CRM to access or search Facebook profiles from Zoho CRM. What's the latest update on that? We are a multinational company but our major business area is in Bangladesh. Most of the people here has Facebook profile. But it's too difficult for us to manually search and integrate their Facebook profile in Zoho CRM module. Currently it's only working with Twitter but not Facebook. Google+ is dead. So in this situation, if Zoho can't be able to re-instate
How to create a project from potential without assigning an account
Hello. I set up the integration between Zoho Projects and CRM, and now I'm trying to create projects from the potential, but it asks to assign an account. Is there a way to create a project from the CRM without assigning an account? If there's no way to to skip this step, how can I automatically assign an account to the potential? I'm planing to create an account that will be used for every potential that requires an account.
Lead assignment by day of week
Is there a way to auto assign leads to reps based on day of week? Rep 1 gets leads created on Monday and Wednesday Rep 2 gets leads created on Tuesday and Thursday Rep 3 gets leads created on Friday and Saturday I was looking at the assignment rules but I cannot figure out a way to program this in... Thanks in advance for any help I get!
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