Forecasts - Word of the day #19
Forecasts are the factual insights needed for making smart business decisions and anticipating future sales. Within Zoho CRM, your forecasts are automatically generated in the form of charts and textual information to provide you with a personalized view of your real-time business for tracking and fine-tuning the sales process in your organization. Check this knowledge-base article to learn more on working with Forecasts Here's a quick video on how to set up Forecasting in Zoho CRM: Previous 'Word
Associate emails with accounts
I can manually associate phone calls with accounts, but the same cannot be done with emails. A fix for this needs to happen ASAP. Here is an example: Attorney John Doe sends me three emails. The first one is regarding Tom, the second one is regarding Dick, and the third one is in regards to Harry. I need to be able to associate each of the emails to the respective accounts for Tom, Dick, and Harry,
How to create taxes based on custom fields instead of total
Hi, It seems that in all Zoho products, taxes are systematically a percentage based on the product price. However, taxes on products like alcohol are based on the volume of alcohol in a bottle. Example : - A bottle of 1L contains 20% of alcohol. - The volume of acohol for this product is typed into a custom field, but I am not able to generate the corresponding tax which is a formula like (1*20*0.015). I have tried to do it making the calculation via formula custom fields, but then the calculated
API for contact role in potentials ?
Is there an API to set/retrieve the contact roles of a contact linked to a potential ?
Different Profile Layouts for Different Clients
Hello, is there a way to set up different profiles views for different clients? For example: Web Design clients: This is information listed on the main client profile but is not needed for web design clients: Onboarding emails Onboarding phone calls Monthly Reports Information Listed on a related list we created that is not needed: Analytics Info Reports Certain logins Realistically we can leave this information blank, but its takes up to much space. Thank you!
Mass Email "Send Mail" does not update "Last Activity Time"?
The problem I am having right now is that I want to email a number of contacts through the mass email ("Send Mail") button on a specific view. Typically, I sort a specific view by "Last Activity Time" so I know who to send an email to. With that in mind, when I choose 2 or more contacts and press the "Send Mail" button, select template, everything seems to work. My contact gets an email and all is well. Having said that, the problem I am having, the "Last Activity Time" is not updated. My workarounds
Importing from Excel
Hi, I want to import a bulk of manually created data in Excel into Zoho accounts. I know how to do the final stage of importing the file on to Zoho. However i want to set up my Excel spreadsheet correctly so the data can be read by Zoho. Can anyone help me with an example of how the spreadsheet should be set up?
Solutions - Word of the day #18
Solutions are the resources within the organization that help solve recurrent problems encountered by customers. Check this knowledge-base article on working with Solutions module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Cases Next 'Word of the Day': Forecasts
Add another email (CC) to Invoice and Email notifications.
Is it possible to add a second person in the CC part of the email for invoice and estimate notifications? I do not see an option to select a second person, only an option to select the primary person in the email templates.
Update Email field in Deal from contact details
Hi All, Im starting using functions in zoho, i'm trying to fetch email address from contacts and set into a custom field ("Email") in Deals. By now I barely have this code, but is not working: mp = zoho.crm.getRecordById("Deals",dealId); mp=map(); mp.put("Email",Email); updateRecord = zoho.crm.updateRecord("Deals",dealId, mp); info mp; info updateRecord; The arguments DealId is pointed to the Deal ID and the Email is pointing to Contact email. Hope you can help me with this
Blueprint must allow loops
First, keep in mind that Zoho CRM is missing Verification rules. I you need to make sure the address id filled before changing a Deal Stage or Lead Status you are dead. There is nothing to ask users to fill data before they do something. An "Alternative" are the Blueprints. You can setup verification rules in transitions. So we are trying to create some Blueprints. The problem: Even in Lead Status or Deal Stages users need to be allowed to go back to previous states some times. For example: A Lead
Integrate Zoho CRM with Amazon Quicksight
Has anyone integrated Zoho with Amazon Quicksight? I know I could use Analytics, but there are various non-Zoho related reasons that I need to do it from Quicksight too. I suspect that I will need to create a separate MySQL database synced with Zoho and link Quicksight to that. Any thoughts? Thanks Matt
Add Note to related list record.
Hello, i wanted to ask if it is possible to add a individual note for each row in a related list? For example, I have a list of products i showed to a specific contact. When i select the product in the related list on the contact side, can i add a note for e.g. how my contact liked it? I added a picture below. Thanks and regards, Andreas
Customers referal
I run an ecommerce platform which customers purchase an annual membership to access hundreds of deals. When my customers purchase the memebrship, i want to refund their payments if they refer our product to 3 of theirfriends. How do I setup user specific URL so I know which customers have referred them? This is currently being done manually and I want to automate through CRM if possible?
Users endpoint returns users with empty email field
Hello, As a part of our sync workflow, we fetch list of the users from Zoho and process it. I noticed that for one of the Zoho's customers we get a list of the users where two of them have NULL as email. These users have CEO role and Administrator profile. Can you please tell me if that's expected? Is it possible that I cannot see user's email via API? Thank you in advance, Przemysław
Postcode Address finder for Zoho CRM (UK Only)
Hi I'm pleased to share that a new extension that will save UK Zoho users time on data entry whilst validating their addresses is now live on the marketplace. https://marketplace.zoho.com/crm/postcode-address-finder-for-zoho-crm-uk This extension is now within Zoho CRM as a custom button on Create and Edit Leads, Contacts, Accounts and Deals and uses the Zoho address fields - which ensures compatibility with the CRM Inventory modules and Google Maps. Feel free to check this out and let me know if
Update Zoho CRM plug-in for MS Outlook and MS Word by April 30, 2020
Hello everyone, We have released a new version of the Zoho CRM Plug-in for Microsoft Outlook (iOS and Windows) and Microsoft Word (Windows). The new plug-in will follow the OAuth method of authentication instead of Authtokens, used earlier to for signing in. We request you all to install the latest version of the plug-in for MS Outlook and MS Word before 30th April 2020. After 30th April, the old plug-in will be discontinued and data sync will not take place. Regards, Arun
How to create a Report in Zoho CRM
Hello Everyone, In this post, let us see how to create a reports in Zoho CRM. Reports are important tools that helps your business to analyse data, track sales performance, view trend analysis and visually analyze your data using a graph . Using Reports in Zoho CRM, we would be able to do just that as Zoho CRM has 40 default reports. Using Reports module, you can Build your own report, share reports, create Dashboards and also schedule your reports to be sent out daily, weekly or every month.
Cases - Word of the Day #17
Cases are the feedback received from the customers on various issues pertaining to the use of your products or services. They can be feature requests or bug reports. Once created, these cases can be assigned to the right support agent in your organization for better case resolution and customer satisfaction. Check this knowledge-base article on working with Cases module in Zoho CRM. Here's a quick video guide: Previous 'Word of the Day': Price Books Next 'Word of the Day': Solutions
Create report for clients lost
Hi Can you please help me create a report to list accounts with no deals or all deals are lost. The most I got with Zoho CRM Reports is a list of all deals lost. I just want a account list that shows me the clients that are no long with us. Thanks Carlos Azevedo
Custom Side by Side View by Of Calendar and Activity List?
Hello, There have been many requests in this form over the years for the ability to see tasks on the calendar based on their due date. Since this is not currently possible, is there any way to create a web tab (or otherwise) where users could at least see the calendar and tasks side by side (or above and below) in one window? I would like to be able to have an integrated view where I can see my calendar and activity list at the same time. I've also looked at using a dashboard but there does not appear
Pulling information from Contact to Deals
I have set up Contacts and Deals. On Deals I have a field where I can type in the contacts name and it will pull that through. However, I also have things like Date of Birth on Contacts that I want to pull through from Contact when I put in the customers name. Is there a way of doing that relatively easily or is it coding that needs to be done? Cheers
How to automate a reply to an email
When we have a lead, we send out an email (using email template A) to that lead, which has an explanation of our company and our services ,etc. Two weeks later, if the lead has not responded to email, we reply to the original email (template A) and use Template B, which says, "I sent you the below email 2 weeks ago and you did not respond. Are you still interested"? Is it possible to automate the sending of Template B by replying to Template A? I know I can create an automation workflow in which
Unique field Account Name RULE IGNORED ON SYNC in Accounts - ZOHO CREATES DUPLICATE ACCOUNTS WHEN SYNCING !!!! (THIS IS NOT ANSWERED) !!!!
When adding a company in Accounts, I have the field Account Name set to be unique. When you manually enter a company and if the Account Name is the same as an existing Account Name, the system will let you know that you cannot enter a duplicate value for Account Name, which is the expected behavior. I am finding though that the Account Name (Lookup Field) in Contacts does not obery this unique valve rule. So when I use a PieSync integration and sync contacts that have an associated Account Name
Showing fields only if applicable
I have set up some fields on my CRM. As an example they are: Address & Date moved in. What I want to happen is if that address is less than say 3 years, for it to then pop up with Previous address and date moved in to that address. I have the fields but I am struggling with how to condition them based on a time frame. Can anyone help?
Multi-Select Field Rule/Validation
Hi. I'm new to Zoho but learning things quickly. I'm having trouble a multi-select field. I use the multi-select to allow my users to select what magazines a contact should receive. If the multi-select field has a value in it, I need to make sure that
Colors at CRM's Graphics
Dear CRM Support, I'd like to set the specific colors at Pipe Line Graphic. Is that possible? Thanks. Paulo Miguel.
Visualize next task+dates in Client's grid view
Hi. In the main Client's view, where I see a grid with all the clients, I want to see all the open task in the same way as I see them on the Lead's grid view Please see the image below to check the way I want to see them: Any tip about how have the same visualization on the Client's grid view? Thanks in advance.
Extension pointers #4: Working with widgets to power-up extension capabilities (Part-1)
Connected apps help bring Zoho CRM together with the third-party applications and services. Connected apps provide support for exchanging data between Zoho CRM and third-party applications, authenticating other applications using single sign-on, and authorization
HOW TO ADD PRODUCTS, NOTES, ETC. TO LEAD USING PHP SDK V2 ??????????????
I´m new to zoho and using PHP SDK with API , I want to know how to add product and all sub-form. Pleas help me to getting out of this problem.. $records=array(); $moduleIns = $this->zohoinst->getModuleInstance("Leads"); $record= \ZCRMRecord::getInstance("Leads",null); //To get ZCRMRecord instance $record->setFieldValue("Company","API COMPANY"); $record->setFieldValue("First_Name","API FIRST NAME"); $record->setFieldValue("Last_Name","API LAST NAME"); $record->setFieldValue("Full_Name","API
Spotlight #3 - 3 easy steps to add Custom Buttons
Speaking of which, do you use custom buttons in Zoho CRM? Zoho CRM is customizable to the last bit. It lets you customize your modules, fields, links and several other elements. But did you know that you can add customized buttons too? Before we get into this further, let's look at our most recent announcement about the placement. We are introducing an additional placement for the custom button. The new location called the List view - Utility Menu, allows you to access the button from the module's
Price Books - Word of the day #16
Price Books are the agreed price for selling a product to a customer. The unit price is the price fixed by the manufacturer for the product and the list price is the sellers’ price which can be quoted in the price books. Additionally, the discount ranges can be defined. Within Zoho CRM, you can define multiple price books, and assign a default price to each client. You can cater to a mix of retail and distribution clients, or smaller vs. larger clients, with a convenient price book for each pricing
Get AUTHENTICATION_FAILURE code but can't know why.
Hi all, When I request Zoho API V2.0 in order to post records in the crm, I get sometimes the following error : { "code": "AUTHENTICATION_FAILURE", "details": {}, "message": "Authentication failed", "status": "error" } And I don't know why. Before each post, I request an new access token from the refresh token, I do my post then I revoke the access token. It works correctly most of the time, but occasionally, it doesn't. I found nothing in the documentation about errors returned.
Manipulating the list price of the products in a pricebook whit the API or do not use the field list price in the quote module
Hi, im implementing the crm in a business that sells motorcycles and have 14 stores. The problem that i have is that every night the IT department of the business send me the products and their prices using the API, because the prices are going to change every day (dollar fluctuation ,etc). But are some problems that i cant belive you cant solve quickly.... 1. The API doesnt support to associate products to a pricebook. 2. The API doesnt support to update the price list of a specific product in a
Deals: Contact Roles and email
Hello, So i have some deals set up and I have added my "contact roles" so that my deals have multiple contacts. But when I try to add an email to that deal, i still only get the option to add 1 person's email? I thought the point of the "contact roles" was to be able to contact more than one person at a time? Thanks, Heather EDIT: Zoho Developers - please make this so we can email all the "contact roles" from the deal!
Setting Assignment Rules
Hey I fetching my leads from wordpress contact form-7 to ZOHO CRM through lead magnet plugin. I am able to get the leads in my module. Now I want to assign these leads to the respective team members. For that I used Assignment rules and created the same. But whenever the lead comes it is not assigned. Could anyone help me out with this issue? Thanks Archana
Collect data, external
Hello community, I have the following request. We are now working with Zoho CRM Plus and would like to do the following. We have created a user-defined module in CRMPlus, in which we record our mail pieces. I have an employee who is only there to record mail pieces. I don't want to give her expensive CRM access for this work. My question: How can I collect data externally in ZohoCRM. There is a catch. For a field you have to assign an entry from the user-defined module. It is like having to assign
Email associated with the Contact
Hi, you can associate e-mails with a deal. However, if you list Email associated with the contact only shows the emails for that single contact. How can we show emails of all the contacts that are associated with the deal (under Contacts roles)?
Vendors - Word of the day #15
Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho CRM can provide better visibility on the vendors or suppliers for the future procurement of products. Check this knowledge-base article on working with Vendors module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Campaigns Next 'Word of the Day': Price Books
App Spotlight: Microsoft Exchange for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Microsoft Exchange for Zoho CRM Connect your MS Exchange server with Zoho CRM and auto-sync your contacts, tasks, events, and emails in real time. Get the extension here Business needs Avoiding manual repetitive data entry, which can waste employees' productive time and lead to human errors while recreating events and contacts. Customized access and sync controls to your server
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