Currencies with the Zoho Finanace Integration for CRm
We integrate the CRM with Zoho Finance (Books) We also made a change of currency for an account in the CRM, and the value dont change in the Books. There´s way to enabled those changes? Also if we need to do manually I´m the Admin and I cant change it the value.
How to - predefined sorting of report columns
I have a few reports that I am having generated and automatically being sent to my CEO on a weekly basis.I need to be able to have a number of the columns re-sized and sorted so that the report is a clean and readable format for him. I can do this manually but how do I have the report generated that way so it is delivered (without my intervention) the proper way? Thanks
Editing Tables in CRM Inventory Template Editor
Am I missing something or is editing the html code the only way to edit the layout of a table when customizing an inventory template? I can't figure out how to easily add rows or change column widths without editing the html. I see the table button that allows me to insert a table, but it doesn't look like I can use that to edit.
Exporting stage history data
I want to know when someone has sent out an offer. I would like to use the date/time stamp which is recorded with the stage history data entry. As I am reporting outside ZoHo, I would like to export this data in CSV, but I cant find the export option for this specific data. Someone knows a way?
Cannot generate API crendetials
Hello all, Unfortunately I cannot create the required scopes as part of the API credentials generation. Checking the console, there is a JSON position error in the console when I add the additional scope "module.accounts". Is this a bug? Or is my input incorrect? Many thanks. All the best, Sev
Mail Merge template for a deal
I have a mail merge template for a deal. I have attachments in the deal which are images. Am i able to create/use a field to automatically insert these images in my template. They will only need to be a thumbnail size. Some deals will have a single image, others two or three. But they must be unique to that deal. I have them stored in workdrive at the moment. TIA for any help. Peter
Delink a Child Record from a Parent
Products can be linked to Deals by the user. Products can also be linked to Deals via Deluge, using the Result= zoho.crm.updateRelatedRecord("Products",Prod_ID, "Deals",Deal_ID,map_variable); and I have this working. But I can't find any native deluge function that can delink a Product from a Deal. I found this page: https://www.zoho.com/crm/developer/docs/api/delink-v1.html - a deLink method. And this page: https://www.zoho.com/crm/developer/docs/api/delink.html - a Delete method that deletes the
Upload documents from OneDrive/Office 365
Can I sync documents from my OneDrive for Business (office 365) to the Documents section? We use the document collaboration in OneDrive/Sharepoint and it would be ideal to sync those documents across.
Custom report - Converted leads by salesperson
I am trying to create a custom report that shows converted leads by salesperson. Basically the standard "Converted Leads" report, but instead of Tabular Report, I want it as a Summary Report. I can't seem to make it work. I tried customizing the "Converted Leads" report by changing it to a Summary Report. I summarize information by "Lead Owner". When I run the report, all Potential Name, Account Name, Contact Name, and Amount fields are completely blank. It does summarize by Lead Owner, but there
Currency Fields - Word of the day #64
The currency field in Zoho CRM module layouts enable your users to enter a monetary value. It displays a currency symbol and allows entering a decimal value. Here's a knowledge-base article on working with Currency Field. Watch this video by Paul Nicholson on working with multiple currencies. Previous 'Word of the Day': Dependency Fields Next 'Word of the Day': Lookup Fields
[API] Create task with reminder
Hi, I am trying to create a task over the API with a reminer but I can't find the field name to provide to set this reminder and the frequency of the reminder. I tried "Remind At", "Reminder At", "Start Date1" but none of those works. There is no information in the API documentation. I found a subject about this from 5 years ago, out of date... This documentation requires an update : there is no information about the fields we can provide and the format of them, I had to try and gess the fields to
How do I create a Task with a Reminder? [CRM API]
Hello Zoho team, how can I insert a Task with the "Remind At" field? I've tried: .... 1 - <FL val="Remind At">2012-06-10 01:00:00</FL> 2 - <FL val="Remind At">10-06-2012 01:00:00</FL> 3 - <FL val="Remind At">10-06-2012 01:00</FL> 4 - many other variations on the date/time format The task is created but the "Remind At" field is empty. Also, how can specify the "Repeat" and "Alert through Email" fields? I tried: <FL val="Repeat">true/FL> <FL val="Alert through Email">true</FL> and again, the task
Why did you remove the 'Meet Now' feature under leads and Contacts?!?!...
...We use this feature everyday and it just up and disappeared, please fix ASAP!
Zapier - Zoho CRM contacts —> Zoho Mail Contacts
Hi All Newish to Zoho, and discovered no sync between Zoho CRM contacts and Zoho Mail Contacts. Looking at Zapier as an option to sync new/updated Zoho CRM contacts over to Zoho Mail Contacts. Wondering if anyone has successfully done this and any feedback? I’m not an expert at Zapier either. Cheers, Rob
Bulk Read - Record Count
Hi all I want to set up a CRM schedule that counts the records in a custom module that meet certain criteria and record that number in a field on my Accounts module. As there are more than 200 accounts and the number it will be counting is more than 200, I think Bulk Read is the only way to do this. My problem is, I just can't get my head around creating the query. Once I understand the structure of the query itself, I am fairly confident in my ability to do the rest. Is there a simple way to
How do I export all my contacts from Zoho to an excel file?
Probably it's already been asked but I could not find anything... Can you please help me? Thanks for the support!
How to modify, remove, or hide standard Contacts section from Accounts when using Many-to-Many module association?
In our business there are sometimes people who work for two Accounts, so we are setting up Many-to-Many module association for the Account-Contact relationship. Ideally, I would like to convert the existing Account Name field in the Contacts module from a Select to a Multi-Select Lookup. Is this possible? (I have not found a way). Second best is adding a new Multi-Select Lookup called "Accounts" to the Contacts module, then delete the old "Account Name" field, but the customizer says I can't delete
ZoHo CRM Quotes not populating taxes from ZoHo Books
Hello everyone, We have set Zoho CRM to "connect" to Zoho Books so for example, if we add a contact in Books, that contact will also appear in CRM. Being in the United States, we are able to get the tax rate for each state and then manually add that to Zoho Books so we can associate a given tax rate with a customer when it comes time to invoice them... So far, no problem. Unless we have our sales team create a quote in CRM...The taxes we have entered in Zoho Books are nowhere to be seen/found and
Create one email template for Contacts and Leads
I'm currently moving from Salesforce and it would be nice if we can create one email template that we can then use for Contacts and Leads. Right now in Zoho, even if we want to send the same email, we need to create two templates. In Salesforce, you can create one template for both and they handle the merge fields that way, so you know which field is common to contact and lead and you can use accordingly. Would it be possible to implement something similar? Thank you.
Execute a Blueprint on the move!
We are pleased to announce that a Blueprint can now be executed right from your Zoho CRM mobile app! Suppose you are on a field visit to meet a prospective customer, and you land a deal. You don't have to wait until you get back to your desk to update the status of the deal. If the deal is part of a Blueprint, you can execute the required Transitions and update the deal's Stage right from the Zoho CRM Mobile app. Simply go to the Detail View of a record within a process, tap on the Transition
UPDATE TAXES AUTOMATICALLY
Hello, In sales orders I have a list field with: EXENTO 10% 21% I need to update the taxes in the product automatically. This will be execute via workflow rule when edit proforma. Thank you
Importing a list of products to associate with accounts.
Hello, I've been researching this and haven't come up with a way of doing it. We already have a list of products in Zoho CRM. What I'd like to do is import a list to associate products that an account has. Example, XYZ Company has product 1 and product 2, is there a way to import this? Thanks, Paul
Changing billing and shipping state to 2 letter abbreviation picklist versus single entry (free form)
So, I contacted Support today because I want to eliminate the possibility for error or just to eliminate the potential for multiple ways of entering the billing and shipping state. The standard field is single line (manual entry). I want to just load the 2 letter abbreviation for each state and make it a picklist. Chat support says this is their current flow and thus not able to do it. This is mind-boggling. Anyone find an alternative? I removed the field, but can't delete and create my own new field.
Kaizen #37 - Webhooks in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss webhooks in detail. What are webhooks? Webhooks facilitate communication with third-party applications by sending instant web notifications every time an event
Is the system updating without our knowledge?
I feel as if anytime I open the CRM something is changed around. It causes a lot of confusion with our sales team, and processes they are used to using. For instance, the "schedule/complete call" section is completely different now and its much more difficult to use, not to mention we are unable to put in the duration of the call. In turn this causes issues with our reporting because it shows the calls as "unattended dial." If there are going to be updates and changes could we get a heads up? Its
Small Business Heroes: Podcast #2 - Jeniffer Weise, Founder of Bee Free Gluten-free Snacks
'Small Business Heroes' is a new podcast series where we hope to covering stories from small business owners on how they use Zoho CRM to scale their businesses. In this second episode of Small Business Heroes podcast series, we have with us a dynamic
IMAP Emails - Leavers
If we have CRM set up to use IMAP, someone leaves and their email account is closed down, are those emails kept in CRM or do they disappear with the account?
"Please try again after sometime"
Hi! I'm trying to edit a custom function in CRM, but when I click on the link, it says, "You cannot access this URL now because you have already accessed it more than the number of times allowed within a given span of time. Please try again after sometime". There's a screenshot attached to this post. How long is "sometime"? How many times per minute/hour/day am I allowed to edit a custom function? How soon can I edit this custom function, as my boss is expecting me to? Thanks!
upload file for bluk edit gives INVALID_REQUEST
I try to upload a file for a bulk import but got the following error: { "code": "INVALID_REQUEST", "details": {}, "message": "unable to process your request. please verify whether you have entered proper method name, parameter and parameter values.", "status": "error" } I added some screens for more information.
Events Renamed As Meetings
Hello everyone! As events in CRM are synonymous with one-on-one or team meetings conducted for different sales activities, we have decided to rename the Events module to Meetings. The term "Events" has often been misinterpreted as major business gatherings like user conferences or hackathons. So, to avoid confusion, "Events" will be displayed as "Meetings" under the Activities module. What and where is the change in the v2 APIs? 1. Modules API (settings/modules) a. The singular_label Event is
adding video to crm template
Is it possible to embed a video in the templates on CRM?
CRM: The 'Need Help?' section inside the product is revamped
The 'Need Help?' section in the CRM profile page has a new look. Previously, this section had two options: "Chat with us" and "Resources". Now, we have introduced a few more channels of communication: Write to us Talk with us 24*7 Priority Assistance Need a demo? Community Write to us: Users can send an email to our support team (support@zohocrm.com) from within the product itself. Talk with us: Users can dial the toll-free support numbers shown in the list and talk to the support executives available
All I want to do is set the color of an event in my CRM Calendar!
Our business has struggled in using the Zoho CRM calendar to its maximum potential because the CRM Calendar Views get overwhelming and messy.(I think most users view the CRM calendar for events rather than the "Activities" tab list view). We have had to figure out ways around the hurtles waiting on more integration between Zoho CRM and Zoho Calendar. (years to be exact) All we need is the ability to do these steps in Zoho CRM Calendar 1. Color code an Event by Event Owner or select the Event's color
ZOHO CRM SubForm/Module filtering in ZOHO Campaigns
Hi, I'm just wondering about the best way to perform the following objective: We need to add a "Committee Appointments" section to our contacts. This will allow us to register each contact onto one or more committees. We need to be able to send emails to these committee members based on their membership. Once we remove a committee appointment, they should automatically be removed from the committee emails We're using Zoho CRM and Zoho Campaigns I first tried to do it via a SubForm, but we can't
Why is Log A Call so complicated?
I simply want to log a call. The Create Call page requires a recording of a call. The page does not include the phone number of the contact that I am calling. I'm not a call center...I'm a single salesperson who wants to track activity, create a follow up task, and send an email. Why is it necessary to record the call? Why can't this be disabled? I'm not interested in tracking seconds per call and all of the details required by an inside sales team or call center. Isn't there an easier way to do
How to delete my CRM account
I got an invitation from my group but I can't delete my existing crm account to accept my group's invitation. Please help me about this.
Font color and weight - make it darker!
While I like the functionality of Zoho, the font weight and color are a challenge to read. The light grey sans serif is popular/modern, but it seems like it was designed by folks with perfect eyes for other people with perfect eyes. Please change the font weight and color across the board to make it heavier and darker. The products I use are ZohoCRM, Zoho Sales IQ (primarily the desktop app,) and Zoho Desk. Zoho Calendar has a great weight and color and is easy to read.
Outgoing Call Automation
Hi I am looking for a future for Outgoing call where when i call from my Mobile and call is finished it should get POP up to log this call in Zoho CRM as it is doing for incoming calls. is there any wa to get it done..?
Pipeline Indicators in Zoho (as in HubSpot)
Hi, How do I change the pipeline stages indicatpr colors (as one can do in HubSpot) Please see attached pictures I have highlighted Thank You Moderation Update: The Kanban view in the CRM displays the Stage name along with the Probability percentage indicating
How to Use a Function to Assign a Tag to Contacts in CRM
Within the CRM, I have multiple contacts that will be associated with a Deal (we call them Opportunities). Contacts may be added even after the Deal is closed. For email campaigns and reporting, it would be helpful to be able to tag contacts as they are added to deals (we only have a few different types of deals). Using a workflow that triggers whenever a deal is created/edited. I think a function is the trick. The function should work something like this: Function looks at the Deal Type (this is
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