Can you mass email a campaign member list?
Is it possible to email the list of members attached to a particular campaign? thanks
how can i cancle the security code in calendar booking (in the zoho crm)?
HI! i cant find a way to canle the security code in calendar booking, anyone?
How to add a Zoho Form entry as a Related List in a Zoho CRM Contact
Hello! Is there any way to add a Form entry as a related list to a contact in a custom layout? Im using Zoho Forms to create a really complex form for an application. Most of the information there, under some layers of logic, will be used only once thus most of the information on the Form will not be needed in the CRM. However, we do need to have something relating the Form submitted and the Contact that did so, for future reference or for that single use. It can be a link to the Zoho Form submission.
Review Process - Word of the day #86
The impact of your sales team depends on the quality of information they get from your CRM. Inaccurate or missing information can hurt a sales rep's chances of closing a deal. Zoho CRM helps your organization define a review process where a user or team of your choice can vet incoming information before approving or rejecting it. They can add comments as well as state reasons for rejection to ensure your sales team has access to information of the highest quality. Here's a knowledge-base article
Is there a way to invoke a url to the new record in a function that creates that record?
Here is the code that creates the new record: contactIDstr = contactID.toString(); contactDetails = zoho.crm.getRecordById("Contacts",contactID.toString()); dealinfo = { "Layout":{"name":"Money Mailer Deals Layout", "id":"2384530000050829019"}, "Deal_Name":contactDetails.get("Account_Name").get("name"), "Company_Name":contactDetails.get("Account_Name").get("name"), "Contact_Name":contactID, "Owner":contactDetails.get("Owner"), "Franchisee":contactDetails.get("Original_Company"), "Franchisee_ID":contactDetails.get("Franchisee_ID"),
how to match records of create record with the record id from the response?
I'd like to create several contacts at once and afterwards add some related list items. However, it seems there is not a streight way to match the input data to the id. Whats your suggestion?
Delete user from CRM free version
I need to add a user in my company but he is already active in free version Zoho CRM and I can not delete free user.
Filter Report using a word or phrase in a text filed
I am trying to run a report in Activities (Task) that will allow me to filter the report if a particular word or phrase is found in the description (Text) field. Is this possible? Thanks In Advance
Kaizen #15 - Java SDK for Self Client
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the Java SDK for a self client . What is a Software Development Kit (SDK)? A software development kit contains all the tools (compiler, debugger, code samples, and so on) that are needed to create applications in one package. SDKs are language-specific and thus used to build client applications in a specific programming language. Java Software Development Kit Java SDK allows you to create
Template that auto populates a Text Field with some particular text
I am looking to see if it is possible to auto populate a Text field with a template or something similar that will allow the user to follow a structure in that text field that we wish to have them follow when entering text. If anyone can suggest something for this it would be appreciated. Thanks
Improving banking process efficiency with Zoho CRM
Banks act as a bridge between borrowers and lenders, thereby facilitating millions of transactions each day and play a key role in the functioning of the economy. Some of the many functions performed by banks include: Acting as a custodian for people's money Helping corporate organizations in disbursing salaries to employees Providing loans for real estate, business, personal, educational and healthcare purposes. Offering credit & debit cards. Insurance schemes for people, assets and organizations.
Approval Process - Word of the day #85
There are several instances in your business where your sales team needs approval from their senior managers—for example, pricing discount requests, contract review requests, capital expense approvals, vacation time approvals, and document approvals. Zoho CRM offers a dedicated approval management system running behind the scenes to standardize approval processes and save time by creating a dependable, repeatable system. Here's a knowledge-base article on creating an Approval Process. Check this
Kaizen #41 - System-defined fields and their default values in the Inventory Modules #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss the system-defined fields and their default values in the inventory modules in Zoho CRM. To know what are system-defined fields in a module, and how to identify system-defined fields, refer to Kaizen #40 System-defined fields and their default values in Leads #API. The inventory modules in Zoho CRM include Quotes, Invoices, Sales Orders, and Purchase Orders. We will cover the following in this post: System-defined
Autopopulate email address based on Contact Name
I am new to ZoHo CRM and am trying to further customize a custom module. The custom module called Sales Visit includes an Account Field (lookup field), a Contact at Account field (lookup field) and a Contact Email field (Email). I would like to make sure that the Contact at Account is limited to those contacts actually in that particular account and autopopulate the email field with the Contact at Account's email address. I've looked into workflow rules and it would seem that functions are needed.
Uploading file to Google Drive from blueprint
Does anyone know a way to add a file to google drive during a transition in a blueprint? We currently do not use the attachment feature in Zoho, we upload everything directly to the google drive folder associated with the record. So is there anyway to upload directly to Google Drive though a blueprint, or is there anyway to make a workflow that triggers when a file is attached to a record, it uploads that file to Google Drive?
zoho web to lead without page refresh
Hello, Has anyone ever used jquery's form plugin with a web-to-lead form from zoho crm? I have been looking for some guidance as to how to allow my webpage to update with a thank you message upon successful completion and submission of the web to lead form without refreshing the page. It seems like the jquery form plugin is a good place to start. Does anyone have any experience with this that could be shared?
Trying to generate access code and refresh token with self client in sanbox
here is my request what am I doing wrong? I can get it to work in production but not in the sandbox method: POST url: "https://sandbox.zohoapis.com/oauth/v2/token?code={code}&grant_type=authorization_code&client_id={client_id}&client_secret={secret}"
Associate task with Lead
Hello, I have to associate task with lead. Can anyone help me to associate the task with lead? I have checked the XMLdata for task. It has ContactId as parameter but could not find the LeadId there. Regards, Saurabh
Events module rename to Meetings has broken CRM to Analytics sync
Finally connected with Support as syncing Zoho CRM with Zoho Analytics has started failing today. Appearently Zoho's renaming of Events to Meetings has broken the sync functionality. In case you're seeing the same sync failures you'll know why. Mission critical for us so hope the patch of this major error comes soon!
Move the menu on the right?
Hallo everybody, in the personalization process, is it possible to move the menu (in every modules) on the right? :) Thanks
Trying to get function that creates new record to be set in a custom layout
Here's the code I have right now: contactIDstr = contactID.toString(); contactDetails = zoho.crm.getRecordById("Contacts",contactID.toString()); dealinfo = { "Layout":{"name": "Money Mailer Deals Layout", "id":"2384530000050829019"}, "Deal_Name":contactDetails.get("Account_Name").get("name"), "Company_Name":contactDetails.get("Account_Name").get("name"), "Contact_Name":contactDetails.get("Contact_Name"), "Owner":contactDetails.get("Owner"), "Franchisee":contactDetails.get("Original_Company"), "Franchisee
Mapping multiple values in a subform - each a different row.
Hi there, Along with zoho community forums help, I have created a workflow with a function that maps desired fields from my ‘Property enquiries’ module to my ‘Leads (buy / rent layout)’ module. The code is as follows: //Code starts propenrec = zoho.crm.getRecordById("Property_Enquiries",id); emailrec1 = propenrec.get("Email"); propid = propenrec.get("PropID"); searchleadsrec = zoho.crm.searchRecords("Leads","(Email:equals:" + emailrec1 + ") and (Layout.id:equals:xxxxxxxxxxxxx)"); info searchleadsrec.size();
Process Management - Word of the day #84
Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success. From lead creation to deal closure and everything in between, Zoho CRM can capture your organization's sales process and make sure everyone in your team follows the right process, even when you're not looking. Zoho CRM offers some easy-to-use features that can help build flowcharts and create logical steps for the process to make it repeatable, productive,
Ring Central Meetings
Hi All We've just added Ring Central to our CRM and I was hoping to add "Ring Central Meetings" to it, similar to Zoom or Cisco Please see link https://help.zoho.com/portal/en/kb/articles/online-meeting#Schedule_an_Online_Meeting Is this something we can do, if so how can I achieve this Thanks
How do I get Zoho CRM to create a lead automatically when sending an email to somebody (who is not yet in Zoho CRM) from an IMAP-integrated Gmail account?
Hi there, I have integrated my Gmail account with Zoho CRM using IMAP. When I send emails from my Gmail account to people who are already Leads or Contacts in Zoho CRM, these emails are correctly attached to the Leads or Contacts. However, when I send an email from my Gmail account to somebody who is not already in Zoho CRM, no new Lead is created for that person. Is there an option somewhere in Zoho CRM that would, if enabled, would create a Lead automatically in this case? Thanks in advance for
Disable Calendar notification
Can you please give us the option to DISABLE calendar notifications for events from Google Calendar? Every event I create in my synced Google calendar is popping up as a notification :(
Zoho CRM-Zoho Finance Integration is associating multiple Sales Orders and Invoices
Hey Team, Issue just started today. I have Zoho Finance and Zoho CRM integrated. Today, the integration seems out of whack. All my deals, open deals and closed deals, have wrong Zoho Finance associations. In the Zoho Finance related list, it lists many Sales Orders and Invoices that should not be there. Each deal should only have 1 Invoice associated. See screenshot and see the other screenshot on what is on Zoho Books, In the attachment, IN8689 is the deal name in CRM and should be associated to
Recycle Bin - Word of the day #83
All the records and files that are deleted from the Zoho CRM account will be stored in the recycle bin. You can restore the records from the recycle bin within 60 days, after which they will be permanently deleted from your CRM account. You can also manually delete the records from the recycle bin before the default deletion period. Here's a knowledge-base article on working with recycle bin. Check this video from Aspen Technology Group. Previous 'Word of the Day': Export Next 'Word of the Day':
Assign people to an Account based on the territory and how to get peoples email from a lookup vallue
So I need to assign an inside sales owner to an account based on the territory so this is what I have: account = zoho.crm.getRecordById("Accounts",account_ID); accountTerritory = ifnull(account.get("territory"),""); if(accountTerritory != "") { if(accountTerritory == "Benelux") { info zoho.crm.updateRecord("Accounts",account_ID,{"Inside_Sales_Owner":"USERINFORMATION"}); } else if(accountTerritory == "Europe") { info zoho.crm.updateRecord("Accounts",account_ID,{"Inside_Sales_Owner":"USERINFORMATION"});
Show contact ID while editing contact form
How can I display the contact ID when editing the contact info form? THe only way I currentlyl know is the export the data to Excel. I would like to use the ContactID while editing in Zoho
Zoho CRM Slack integration missing Message topic
Hello Zoho, We are using Slack integration and it seems to be missing one important point - main message text. Without the message text Slack does display preview properly. Slack notifications w/o text look like this: Our current message in Zoho CRM looks like this As you can see there is only Message field and there is no Text field. Please check here https://api.slack.com/docs/messages/builder?msg=%7B%22text%22%3A%22I%20am%20a%20test%20message%22%2C%22attachments%22%3A%5B%7B%22text%22%3A%22And%20here%E2%80%99s%20an%20attachment!%22%7D%5D%7D
Deal Import Not Populating Correct Deal Owner
I am importing 20-30 deals from several Deal Owners. All Deal Owners are active. Using the 'Sample_Deal' spreadsheet provided by Zoho, I have populated the fields to be imported, including the 'Deal Owner' and the 'Deal Owner ID'. When going through the mapping steps, I see that the 'Sample Data From File' section shows the 'Deal Owner' and 'Deal Owner ID' are mapped and showing the correct owners. After successful import, the 'Deal Owner' name and the 'Deal Owner ID' revert to my name and ID. Any
Blueprint - Error While Saving Transition
It looks like a CRM update has just been done. My blueprint has been working fine all day, but is suddenly coming up with an error message - Error While Saving Transition - every time a button is clicked even though no changes have been made to it. If the screen is refreshed after button click, the transition has taken place... but not sure why the error is popping up. Any ideas?
Is CRM supported Translation and Multi-language ?
I saw below article about Translation and Multi-language for Creator. https://www.zoho.com/creator/help/application/translation.html#translate Is CRM supported Translation and Multi-language now? I desire translation field and configurations for CRM. Or are there any roadmap?
How to handle division spun out to new entity?
One of my customers spun out a division into a new, totally separate company. I don't want to lose the history between the new and old customer. The people are the same, but the emails are different. I figure I can setup a new company and just go back-and-forth between them for history. However, is there a way to have everything show up under one customer account so I can see everything in one place? If I change the customer name, I lost what was under the old versus the new. Anyway, any thoughts
page breaks and printing
Hi. We use the product details section and have some products or items that are customized and may involve really long descriptions. However, it is frustrating to see Zoho does not know when a page break is needed. It will mean some lines at the bottom of the page will not get printed and some lines will spill over the next page on the heading lines. I have to manually add blank lines on a trial and error basis until all the lines come out clearly. This happens for quotes and jobs. The print
Export - Word of the day #82
The Export Data feature in Zoho CRM allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). You can export a maximum of 3000 records from a module. Here's a knowledge-base article on how to export data from Zoho CRM. Check this video on data exporting. Previous 'Word of the Day': Import Next 'Word of the Day': Recycle Bin
Zoho CRM sports an all new logo and Checklists in Blueprint is now supported in Zoho CRM iOS app
Hello everyone! We have officially changed our Zoho CRM app's logo! Our new minimalistic icon signifies the infinite possibilities via CRM and the building of everlasting customer relationships. I have attached a screenshot of the new logo for your reference: You can update the app to the latest version (v3.5.23) from the App Store directly or using the link given below, for the new logo to get displayed in the mobile app: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810
Copying a Single Line field into a Look up field
Hi I am trying to copy a single line field into a Look Up filed in the following context Module I'm adding the function to is Api Name is Attendance_Module Single Line Field Api = Name Look up Field Api = Student_Name I currently have and it is coming up with : Failed to save the function Variable 'Name' is not defined Line Number: 1 searchrecords = zoho.crm.searchRecords("Attendance_Module","(Name:equals:"+ Name +")"); if(searchrecords.size() > 0) { Attendance_Module = searchrecords.get(0).get("Name");
Is it possible to Get and Set the values in Subforms?
Is it possible to Get and Set the values in Subforms? If so, how?
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