Documentation
The documentation online is always worst. We've been complaining about this a decade ago to improve with no actions. I had to spent hours with Chat support to fix issues with no solutions yet.
What happen if I dowgrade to free account with my CRM ?
Thanks for opening and following up this topic. I have a similar question : I have been on a paid account for 2 years. All my team was also on paid accounts. Down the company is dowgrading. There is only me left in the organisation. I am still paying
does anyone have the problem of using 1 whatsapp number for multiple agents?
1 part of the problem is that it costs a lot of money per agent. i'm trying to find a solution. i already made a code that unable user to send messages to contacts (i'm struggling in the receiving side) help
How to create contacts for all accounts in bulk
So, zohocrm campaigns only really works with leads and contacts. I need to do account based marketing and thus the only hacky option I see is to create dummy contacts for all accounts. How do I do this at once and not individually?
Blueprint Timeline from Another Field
Hello, we love the blueprints feature, however I would like to see the 'Progress Bar' (Not sure what you call it) even if we are not using the default stages field for transitions. For example, the below blueprint is built off of the default stages, and
How to estimate your revenue every quarter using Zoho CRM.
Let's see how to estimate your revenue every quarter using Zoho CRM. I'm sure you want to stay on top of things and keep a tab on revenue flow and also forecast future revenue. Most of the business decisions are based on this data. In recent times, we have been making constant upgrades to our Dashboards module. Today we would be using Dashboards to help us get this data. Click on the Dashboards module in Zoho CRM. You'll find this under ''Analytics''. Click on Add Component. Click on ''Comparator '
Account Created via CRM Not Found (for 20-40 seconds)
When I create an account object via the CRM, I receive the JSON object with the proper Zoho ID. However, this newly created object IS NOT in my zoho accounts (I have to keep hitting Search/Refresh) for about 20-40 seconds, and then the new object appears. More troubling is the following code (pseud code): record = crm.find(some_id) if (record == null) record = crm.create(...) console.log(record); /* some_id is shown here */ If I re-execute the code, the "crm.find(some_id)" will return null (again)
Email Notifications - Word of the day #32
Email Notifications are among the actions associated to a workflow rule. They are email alerts that are sent to leads/contacts and users in the organization. When you associate an email notification to a workflow rule, the selected email is automatically sent to the chosen recipients when the rule is triggered for records meeting the criteria specified in the rule. Here's a knowledge-base article on setting up email notifications. Check this video from Paul Nicholson to learn how to set up an automated
Issue with If, And statement "Incorrect type of data argument"
Can you take a look and tell me what I am doing wrong? I'd like to add additional conditions to the simple formula, but my attempt at adding "And" is causing the error "Incorrect type of data argument" Unsure of what I did wrong.... This formula works fine: Works If(Contains(${Potentials.Work Category},'Generator Installation'),Concat('Provide and Install a ',${Potentials.Generator Brand},' ',${Potentials.Generator Size},' ',${Potentials.Generator Fuel Type},' Powered ',${Potentials.Phase},'v generator.
Sending template email through scheduled functions
Hi all, I want to write a scheduled functions, which will run at 7pm, such that it goes through all contacts, and if the contact record is updated between 3pm and 6pm, and the contact status = x, then email template A will be triggered for the contact, and if the contact status = y, then email template B will be triggered. In either case, a notification will be sent to cliq on channel "crm-updates" stating that "email <A/B> was send to <ContactName> at 7pm" I know how to iterate through the contacts
Customizing Email Templates in CRM
Ive created an email in CRM templates and added a button to click but the button is green. I would like to change the color to coordinate with our branding but can not located anywhere to do this. As an alternative I tried uploading a image file to use but it will not format the image appropriately to use. Any suggestions on how to customize the button color?
Link an email message to a Potential
Zoho Is there any way possible that you can add a feature that will allow me to link an email to a Potential when the email is to or from someone who is not a Contact of the Account associated with the Potential. The inability to do this is killing me timewise and making Zoho CRM nearly impossible for me to stay in. I am a Professional subscriber to Zoho CRM. I use gmail as my primary email and I have installed the apps/extensions that integrate my gmail messages to and from Zoho CRM Contacts so
Creating an event in CRM with several guests
When I create an event in CRM (say an online meeting) I can add people one by one but once it is done it tells me how many people I invited, but not who they are. It would be useful to be able to check this before sending. Also, it wouldbe really useful to be able to create an event to a list view, so i goes to several people (just the same as sending emails)... Thank you!
Fatal error with search record by an email
Hi guys I need a function to check if the email is already added in Contacts module. It works OK if the email exists. It gives a fatal error if the email does not exists. Here is the code: public function searchRecordsByEmail() { $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Contacts"); // To get module instance $email="email@domain.com";//email id to search for $page=1;//page number $perPage=200;//records per page $response = $moduleIns->searchRecordsByEmail($email,
CRM Quote PDF Export - Is it possible to hide products fields that are not populated?
Hello! I hope I can explain this clearly, I am still learning a lot and have a question. I am working on a Quote Module PDF export template and have added some fields that are getting added to manage parts of certain products -- but in some of those products the fields are not populated and have no relevant info to populate. The end result I am getting is that when I generate that PDF, the products that have those empty fields end up having empty fields in the quote. I am wondering if it is possible
Matrix report issue
Please help me I am trying to do a matrix report like the image below. I have used this report before but now when i go in to customise it differently on the "specify your column heading" And i want to select product it doesn't appear there anymore?? I have tried a range of different selections when i try to create report. Product does appear under Specify your row heading (but i want the row selection to be account name) I hope you can help with with this issue thank you Jeremy - +61 (0) 420 818
Creating a recurring task through workflows
Under the leads module we have a field called 'Quote Live?' - this is a mandatory field and upon creation the user will select 'Yes' (given it's a new lead); I want to create a workflow whereby an automatic, recurring task is created that'll prompt the user to contact the lead every 7 days but I'm at a loss at how to do this. There doesn't seem to be any obvious option when I'm trying to create the workflow rule - last modified time / activity etc doesn't seem relevant as the relevant data ('Yes')
Work Flow Rule To Change Layout?
Hello All! Can one create a workflow rule so when a user creates a new Account, Contact or Opportunity (Deal) it will 'default' to a custom layout? Thanks! Bobby
ZOHO COQL: Order By Picklist type field
Hello. I am extremely confused about the "ORDER BY" implementation in the Zoho COQL. Can you please help me to sort the results? I am using Zoho REST API: https://www.zohoapis.com/crm/v2/coql Here is my query: { "select_query": "select Amount,Stage,Type FROM Deals WHERE Owner is null OR Owner is not null ORDER BY Amount ASC" } And the result is: { "data": [ { "Type": "Existing Business", "Amount": 25000, "Stage": "Proposal/Price Quote", "id": "4197230000000241287"
Invalid oauth token
I am trying to add user in crm using API. but it shows {"message": "invalid oauth token"}. how can I solve this issue?
Workflow - Word of the day #31
A workflow is a series of steps (tasks, events, interactions, activities) necessary to complete a business work process. In a sequential workflow, each step is necessary to be completed before the next step can be started; in a parallel workflow, two or more steps can occur simultaneously. Here's a knowledge-base article on how to set up the Workflow rules in Zoho CRM. Check this quick video on Workflow rules. Previous 'Word of the Day': Blueprint Next 'Word of the Day': Email Notifications
Why don't I have Zoho Blueprints?
Every piece of Zoho official documentation I can find just shows the blueprints option in the setup screen. However, even after purchasing a month of Zoho CRM I'm unable to find blueprints from these options. What do I need to do to get blueprints and why is this so difficult? It should just be there. If it's a paid extra, have me click to pay upon clicking the option from setup. Who's in charge of this? Why isn't this the present workflow?
Migration to Zoho CRM API version 2 is a BIG PAIN!!!
I have been working on it for 2 days with a zoho support engineer and it's still not done!!! Zoho engineers are useless and have no ready made answers!!! I see no benefits in this new API, only PAIN, PAIN PAIN!!! Zoho - are you interested in making customer's lives easier or Harder????
Why does the API take Stage display_value, not actual_value?
When creating or updating a Deal, why does the Stage attribute uses the picklist `display_value` instead of `actual_value`? The behavior seems unintuitive. Is there a way to update using the Deal actual_value or ID instead? Is this the standard behavior of all picklist?
Issues with CRM Widget - error - sent invalid response
I have not been able to get the CRM widgets to work. Now the one thing that has changed is that I am working from home. I was able to get them to work at the office when I was there. I have checked my firewall and I have the port open 5000. If I pull up the web page widget in a separate browser, I find that it runs and is making calls back to my server. So I do not think that it is a port on my wifi firewall. I have even tryied that sample and could not get that to run. Any help would be appreciated.
App Spotlight: ActiveDEMAND extension for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. ActiveDEMAND extension for Zoho CRM ActiveDEMAND is a cost-effective marketing automation platform. Integrate it with Zoho CRM and keep moving prospects through sales funnel on real-time. Manage drip campaigns, newsletters, appointment scheduling, webforms, and more without switching screens. Get the extension here Business needs Switching between applications to see what is
Open tasks - ascending order
What is the best way to get open tasks to show on the home page in ascending order (due today would show first)? I don't want to reorder them each time I login.
Blueprint - Word of the day #30
Blueprint, a technology inside Zoho CRM, gently guides users through what actions should be taken at what time, and prompts them for the right information in the right sequence. Blueprint is designed to automate and execute a business process in a well defined and systematic manner. With a Blueprint, you can: 1. Define the sequence of stages in a process 2. Associate right people with each stage 3. Guide your teams through the execution of the process 4. Mandate and validate important information
Sales Stage - Word of the day #29
The sales stage describes the different steps an opportunity goes through in the lead-to-cash process. CRM systems come with pre-set sales stages where customers can configure these sales stages to align with the stages in their existing sales process. Watch this video where we explain the sales processes and stages adopted by different businesses: Previous 'Word of the Day': Sales Pipeline Next 'Word of the Day': Blueprint
Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2]
Hello everyone! Welcome back to another week of Kaizen! In this post, we will shed some light on the parameters in Search Records API and other generic parameters available in Zoho CRM APIs. A. Parameters in Search Records API 1. criteria Use this parameter to search for records in a particular module based on criteria. Syntax: (({api_name}:{starts_with|equals}:{value})and/or({api_name}:{starts_with|equals}:{value})and/or...) You can set a maximum of 10 conditions (starts_with & equals). When
See more details about email delivery
Hello, I like the fact we can see when a client opened/clicked an email that we sent to him through Zoho CRM. But is there another extension or is this in Zoho roadmap, to have more details about it (how long the client stays on the email open, if he has deleted it, and so on,..) I may ask a bit much and I am not sure it's even technically doable :) Regards, Olivier
ZOHO SIGN INTEGRATION improvement
First, let me thank you for improving the integration to zoho sign so that we can add template, then send. Before, we have to move to the zoho sign platform, then have to add sign fields (and arrange them to make the document look most professional) before we can send. What a hassle. Now I'm not sure if this suggestion applies to CRM or Sign, but we need to add a way to have a universal message to recipient so that we don'g thave to spend time writing the message each time. We also need to improve
Signature Capture Field?
The most important reason for me to use ZOHO is for documentation of training, process records, etc. These need to be done by users on the floor with the ability to capture a signature. When will this option be available?
App Spotlight: B2B Leads for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. B2B Leads for Zoho CRM B2B Leads for Zoho CRM powered by Red Flag Alert allows you to gather prospecting data on businesses that fit your ideal customer profile. With access to data on over 6.5 million UK businesses and seamless LinkedIn integration, save valuable time when researching your prospects with company details such as turnover, credit limits, health ratings, and contact
Introducing IDX Broker, Mapsly, Acefone and 10 other Zoho CRM extensions
Zoho Marketplace releases IDX Broker along with 12 other Extensions for Zoho CRM. Here's a list of new releases for Zoho CRM, April 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Mapsly: Map extension for Zoho CRM View and
Allowed phone number characters
Hello, To stream line our phone numbers for leads, contacts and accounts, what are the allowed characters ? (so they are recognized by our sip provider. + for international calling , for a 2 second pause ; for a wait Are others characters allowed and which one, or none ? The goal is to be able to add extension and or keypad navigation to the phone number. Thanks.
Setting task reminders
I am trying to set reminders for tasks that we have created in Zoho CRM. The instructions on this page (https://www.zoho.com/crm/help/activities/create-activities.html#Set_Reminders) do not work because there is no 'reminders' option. Are there newer instructions? I am only able to tick a box for 'email notifications' but it sends an email immediately, not on the due date.
Feature Request: Multiple signatures for CRM emails (sending)
It would be great if you had the option to send emails from a CRM record using different signatures. As an example, sometime's I like to send email with a signature that includes my mobile number, other times I don't. Would it be possible to implement
App Spotlight: Company Credit Checks for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Company Credit Checks for Zoho CRM Company Credit Checks for Zoho CRM allows you to automatically import key financial data of over 6.5 million UK businesses into your Zoho CRM. Essential financial information such as credit limit, company health rating, and creditor days allows you to make informed decisions when deciding what credit terms to offer your customers. Get the app
How do i remove the sales signal so it only shows me feeds in notifications.
We don't use sales signals, as the only Zoho application we currently use is the CRM. Under the notification bell we have the choice of seeing sales signals (which we have none) or feeds. As we have no sales signals i would like to only see the feeds when i click on the notification bell. Currently we click the notification bell once we have a notification then have to click to feeds whihc takes forever and a day to load. For some odd reason its quicker to click feed then click slaes signal then
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