Image doesn't show in quote pdf file
I have a logo a the top of the quote template. When viewing the html in the editor the logo appears. It also appears in print preview in the quote tab. However, when exporting to create a .pdf file it shows as a broken link. The image is 434x87. Any suggestions?
Marketplace - Word of the Day #8
A platform where developers list their applications that have possible, tight integration with Zoho CRM and helps in achieving a use-case which may not be possible by available CRM features. Here's a quick introduction video for Zoho Marketplace Check out the list of extensions released on Marketplace in March 2020. Previous 'Word of the Day': Quotes Next 'Word of the Day': Sales Orders
Leads and Deals for Nonprofits
Are there any nonprofits who are using CRM Leads and Deals to track opportunities that do not start with a person? Example: There is a grant, RFP, or RFI that becomes available. In my organization I would want to start with listing the opportunity and then connect Accounts and Contacts to that opportunity. From there I might create a project that includes the activities that parallel Deal Stages. Would adding a Identification or Prospecting category stage prior to the Qualification stage be the
Problem with prices and currency symbols in quotes
Good morning, I'm having a problem since the la a problem with the new version of Zoho CRM. Before the update when I exported a quote in PDF I got the currency symbol (€) followed by a space before the price. Now I got the currency name (EUR) followed by the price without a space. How can I have again the currency symbol followed by a space? Is it also possible to have a tag not including the currency symbol? I prefer to include it manually in the inventory template. Thanks for you help. Gabriele
Timesheets from Deals
Hi Guys, new Zoho One customer here with only a few employees. I run a small software company and currently our small number of employees are creating manual timesheets in excel. There is a column for a job number (that relates to a Zoho Deal) and they just put in the time taken to perform the work. As an example, they might spend 1 hour running some barcodes for a particular client (and deal). Then they may do a support all for another client and that takes 2 hours (This client would have a yearly
Link in email to change or update client info
Is there any way to add a link in mass emails that when clicked would change the recipients preference on something. For example, "Click here if you have a distribution warehouse" then it will change a picklist value to No or Yes in the contacts page in the CRM? Can this be done with creator or api's?
Workflows not working
Hi all, over the past few days some of my workflows which were working before have stopped working for no apparent reason. Has this happened to anyone else or can anyway suggest why? Thanks
Create a Task in the CRM
Hello, I'm trying to create new Tasks, and I'm running into a problem. I have simplified my code (C#) down to the following which I believe contains only the essential properties, which throws an exception on the UpsertRecords line: ZCRMRecord zohoTask = new ZCRMRecord("Tasks"); zohoTask.SetFieldValue("Subject", riskTaskModel.Subject); JObject recurring_pattern = new JObject(); recurring_pattern.Add("RRULE", "FREQ=NONE;"); zohoTask.SetFieldValue("Recurring_Activity", recurring_pattern); JObject
Introducing RingCentral Video, WhatsApp Web, and 10 other Zoho CRM extensions
Zoho Marketplace releases RingCentral Video along with 11 other Extensions for Zoho CRM. Here's a list of new releases for March 2020. Get more from your Zoho products with extensions from Zoho Marketplace. WhatsApp Web for Zoho CRM Initiate WhatsApp
Anyone using Nosql as an alternative to an evergrowing list of modules?
I have an ongoing list of offerings I provide to my customers. Every time I have a new offer I have to create a form with fields unique to that offer, and am otherwise forced to create a module to store the data that relates to that form and offer. I am going to end up with hundreds of forms and modules. - I CAN live with many forms - I CANNOT live with a constant creation of new modules and deluge code to store all of the data What do I do? A friend suggested I save data in structured JSON documents
Stage probability mapping does not update to records
I have edited the stage-probability mapping to a new value %. But... 1. Records for each deal do not automatically update to the new probability values. 2. If I use the 'quick edit' to update the Stage, i.e. click and save. This does update the probability on the page, but is not saved correctly, so the probability has not actually changed. 3. Have to use the page 'Edit' and update the Stage. Now the probability has been updated. Solution: 1/ . mass update of all records when mapping changes
Hide Emails Related List for certain contacts
Hello, We would like to hide Email Related List for certain Contacts in Zoho CRM, so that salespeople cannot see email correspondence between company management and our vendors that are in the CRM. The contact record doesn't need to be hidden, just the emails that would show up in the emails related list. All emails sent by management to CLIENTS in CRM need to remain visible to salespeople. Thanks, Jay Ashland
Error code CRM Zoho one expired
Good morning Admin, I'm trying to Access my Company's zoho CRM account but to no avail. No data is showing. I saw an error Statement "CRM Zoho one trial expired". What can I do? Find attached a screenshot of the page. Regards, Bunmi from Lagos Nigeria
Conditionally make a Line field mandatory but only if lookup field was left blank
I can't seem to set a layout rule to achieve this, because this functionality doesn't seem to extend to lookup fields. Essentially, there's one field where a user is supposed to select a value from a lookup field that offers 50-60 options. In case they can't find the correct item to link to, there is also a free text field where they can enter it. I'm trying to think of a way to make it so that the free text field only becomes mandatory in case the lookup field was not filled in.
Notify other users when Notes are updated
Hi there, In my Zoho CRM system I've set up email notifications to alert other Users when a change is made to a Potential, to keep the whole team up to date. My problem is that I can't find a way to include the Notes section in the information that gets sent by email. Is there a way of updating other users when a Note is added/changed in a Potential? Many thanks, Chris
How do I sync Zoho One CRM Vender records to my android phone contact list?
I am trying to get vender records to show up in my android galaxy caller id and call history. Zoho Help directed me to do the following: In Zoho CRM market place, I have set up a sync between CRM contacts and Google contacts. On my Samsung galaxy phone I have set up a sync between Google contacts and the native Samsung contact app. Both syncs work Now my phone caller id shows the contact info for incoming and outgoing calls. The issue is this: I can't find a way to sync the Zoho CRM Vender list to
Analytics - Word of the day #6
CRM analytical reporting describes reports run within a CRM system that provides specific insights on customers, such as buying trends, customer demographic snapshots, multi-dimensional analysis, and period-over-period comparisons. Here's a knowledge base article on Data Analytics in Zoho CRM Watch a video on getting started with Analytics (Reports and Dashboards) modules of Zoho CRM. Previous 'Word of the Day': Deals Next 'Word of the Day': Quotes
CRM Calendar no longer syncs with Google Calendar
I have had my Zoho CRM Calendar set up to sync with Goggle calendar for the past year and it has been working without issue. Suddenly for no apparent reason, it no longer syncs and there is nothing I can do to get it to sync. I have not changed any google or CRM settings. I tried to deactivate and set it up again, but it is useless. it syncs some random items from Zoho CRM to Google. It syncs nothing from Google to CRM. I got a notification from Google telling me that Zoho now has access, but
Zoho CRM API version 2 - Do Refresh Token Expire?
Do refresh token expire in Zoho CRM API version 2? Access Token expire after 3600 seconds (1 hour).
Using Headers to access CRM data with Classic ASP
Hi, I am really struggling with the API documentation. We collect a lot of data on clients in our own website and want to update CRM with this data. As a starting point, simply adding a new website registration as a Lead would be useful. What we want to do is simple: 1. User registers with our website 2. When registered, the website sends off a search request to CRM. 3. If that search comes up with no matches, we Insert a record as a Lead The site is based on Classic ASP and I would like to do this
My custom persistence not working.
Hello, I have followed the documentation to implement my own custom persistence class but it's not saving the access token in the database. the class path is as the following: file: App\Crm\ZohoCRM\MyZohoOAuth.php class name: MyZohoOAuth my configration array $configuration = [ 'client_id' => env('ZOHO_CLIENT_ID'), 'client_secret' => env('ZOHO_CLINET_SECRET'), 'redirect_uri' => env('ZOHO_REDIRECT_URI'), 'currentUserEmail' => env('ZOHO_EMAIL'),
Custom Function Question - Create record, record name
I'm trying to create a custom function that creates a new deal from a custom module record. Only thing i don't know how to do is, program the function to get the deal name how we want it. We are an insurance broker and we use a custom module to manage the life cycle of a policy. When a policy is getting close to expiring we want a new deal created with info from the custom module captured in the deal. I've been able to get this working how I want it using zoho.crm.createRecord function and mapping
Custom HTML email template - head & gmail
Hello, A designer is creating a custom email template for us, but when I insert the HTML in a Zoho email template, we see that Zoho alters and deletes certain elements of the code. Especially the Head is negatively impacted, which causes the email to look very bad in Gmail. We would expect that a professional CRM tool can handle custom HTML templates, and, does not delete random elements of our template. Is there a structural fix for this issue? And can we make sure that the HTML head does not get
Auto-Update Custom Zoho CRM Field with value located on "Zoho Spreadsheets"?
Version: Zoho CRM Professional, 4 users. I'm trying to automatically update a custom Zoho CRM field within the "Leads" module, using a value found on a "Zoho Docs Spreadsheet". I need this field in all zoho crm "lead" records to update automatically daily. The excel equivalent to what I want is using "VLOOKUP" a value within in another file. For instance, if "Car 123" is the zoho crm custom field value, it looks up "Car 123" in the external spreadsheet in column "A", then if found returns the value
Display related rows from custom table in a section of a tab on a CRM account.
We are just getting started with ZoHo applications. What is the best method for displaying related rows from a custom table(cust_equip) that is in our workspace in analytics which was created by uploading data from a excel worksheet. This custom table will be refreshed on a schedule so the user will be able to view most current data. Some Accounts, not all, have rows in this custom table(cust_equip). A CRM Account is related to it's rows in this custom table(cust_equip) by it's Zoho Id(i.e. AccountNumber).
Update a Task in the CRM
Hello, I'm trying to create and update Tasks, and I'm running into a problem. i have simplified my code down to the following (i.e. getting and updating a task having made no changes to it), which throws an exception: ZCRMModule tasks = ZCRMModule.GetInstance("Tasks"); ZCRMRecord task = (ZCRMRecord)tasks.GetRecord(206228000003200163).Data; APIResponse aPIResponse = task.Update(); Any help or guidance on this would be greatly appreciated. Thank you Phil
Cannot Set Referrer or First_Visited_URL via the API
Hello, I'm working on a custom form that needs to do several things on our website, one of which is to add a lead into Zoho CRM. We used to use a Zoho Webform for this, but the number of things we now have going on make that impossible. I'm trying to set either the 'referrer' field or 'first_visited_url' field when a I add the lead to Zoho, but neither seem to work nor do they return any errors. The lead gets added with the rest of the fields I have specified, and those fields blank. The date I'm
Kaizen #25 - Zoho CRM API - Common Errors and Error Handling
Hello everyone! Welcome back to yet another post in Kaizen! In this post, we will discuss the most common errors that you may encounter while using Zoho CRM APIs. You can consider this post to be a concise guide that you can refer to whenever you are stuck with any error while making API calls. All Zoho CRM V2 APIs follow REST standards, i.e, they use the HTTP request methods GET, POST, PUT, PATCH, and DELETE. Here is a quick glance at the functionality of each request method. GET : To retrieve
Task or Event
I am looking to find out which would work best out of these 2 (or if anyone has another suggestion). We sell mortgages. The mortgage has a tie in period for say 2 years - but not exactly 2 years, it could be 1 year 11 months or 2 years and 2 months for example. About 3 months before their deal finishes I want something to pop up in our tasks/events/jobs list for us to contact the customer. So that we can explain their deal is coming to an end and do they want us to look into it again for them. I
Deals - Word of the Day #5
Deals (or Opportunities) are potential sales deals or revenue-generating events. A deal can be with an existing Account or with a new Account. CRM software can be of use in enhancing opportunities as it helps track, manage and organize all information and activities related to Deals. Check out a few knowledge base articles on getting started and working with the Deals module. A quick video on how to define Deals! Previous 'Word of the Day': Accounts Next 'Word of the Day': Analytics
Fields in layout rule randomly appearing when condition not triggered
Hi Zoho CRM team, My sales team has brought this to my attention that fields in the opportunity layout which are part of a layout rule are appearing when creating a new opportunity, even when the conditions are not met. The layout rule was set up in June 2019 and has been working until recently. You guys know any reason why this problem suddenly started happening?
Custom button on list view
I want to add a custom button on a list view that runs a custom function. In the custom function I'm mapping the ID as the argument. I assume all the ids of the selected records get passed as some sort of array? How do I iterate the array to perform the function on each selected record? My function/button currently works if I select just one record but not if I select multiple records. (How can I easily see exactly what gets passed to the function?) I found this forum question which suggests id of
Server responds with Internal server error for Lead search API call
Hello, Since today we are having problems with: https://www.zoho.com/crm/developer/docs/api/search-records.html API call. When a Lead exists on CRM we regularly get {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"}. Example: * Lead exists on CRM call: curl "https://sandbox.zohoapis.com/crm/v2/leads/search?criteria=((Email:equals:mailexists%40mail.com))" \ -X GET \ -H "Authorization: Zoho-oauthtoken sometoken" {"code":"INTERNAL_ERROR","details":{},"message":"Internal
Multiple Super-Admins
Have more than one super admin capable of creating and modifying user accounts. For example, our Technology Manager is our super admin, however he might like to delegate the task of removing user accounts to one of his support staff whilst still remaining a super admin himself.
Field updates across modules
Hi, I'd like to differentiate accounts between potential customers and customers, who already purchased our product. Ideally, the information should be included in the custom field in Account. Is there any way how to make this happen? Probably workflow, but not sure how to make it done between multiple modules. Thanks! Tom
ZohoCRM sync both ways with a Spreadsheet App?
Is there any Spreadsheet application that syncs with ZohoCRM records both ways, available with the built-in functions of ZohoCRM Professional? Spreadsheet program examples would be either: Excel, Google Sheets, Zoho Sheet. My goal would be to do a 2-way sync of all records in the Potentials module.
How can I link a contact with a product?
Hi there, When creating a contact, how can I assign it a product that I already have created? For example, my company sells snow trips, so I create the product "Snow Break" with its price and the quantity of spots I have. When we start to receive bookings, how can I create a contact and add to this specific product in order to know how much are going each week? Is it possible? Thank you in advance.
CRM Hack #6 Notify the manager/higher-ups on unattended new leads
Hello everyone ! Strike when the iron is hot', they say. This is perfectly true in sales. Research shows that a whopping 35%-50% of sales goes to the vendor who reaches out first! And here is the bigger deal- the chances of converting is 9x more if you reach within the first 5 minutes! And I share this stats for a reason :) This week's hack is for the sales supervisors or managers who have a tough time dealing with new leads that are left unattended. I'm sure you've faced instances where a Lead or
Community Digest - March 2020
Announcements: Check out the new, revamped record details page in Zoho CRM that's easier on the eyes Custom Buttons now available in the List View - Utility Menu. Learn more. Field limits are revised for the enterprise edition. Effective contact management with extension pointers that allows you to fetch contacts from Google into Zoho CRM. Lead conversion mapping now in Sandbox with the ability to attach files from Zoho WorkDrive. More than 900 extensions in the Zoho Marketplace to enrich your experience
Accounts - Word of the Day #4
Accounts are companies (or households for B2C) with whom a company has business relations. Accounts may contain different data, such as customer information, company name, addresses, and such. Each Account can also be associated with other records in a CRM system, such as Opportunities or Contacts. In a typical B2B scenario (one business selling products or services to another business) accounts play a major role in keeping track of the important company information. Check out a few knowledge base
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