Tags Moved in New Views
In the newly deployed view (which I do like) the tags are moved to a very awkward location for setting and viewing ... it wold be nice if the tags showed up near the heading(?) as was previously the case. I honestly thought that they were gone when I was trying to set tags this afternoon until I went to the Old Version.
Getting a Multi Lookup from a converted Lead
Hello to you all, I was trying to retrieve "Multi-Select Lookup" from a converted lead, how can I do that? I have to retrieve the converted lead JSON and acquire multi-select lookup and map/ update the data into a related record in a different module. Thanks Note #1: "https://www.zohoapis.com/crm/v2/Leads/search?converted=true&criteria=(id:equals:" + id+ ")" didn't work
Bug: New Look Record Details Page > Quotes > Each Line Item Description
Minor bug with the new records details page. We generally have a few lines of description within each line-item. Summary: Unable to move the cursor via keyboard up or down to text lines above or below. You can arrow (using keyboard) left or right but can't arrow (using keyboard) up or down. You can to keep clicking with the mouse instead. Steps to reproduce - Open new look Quote Record - Edit record - Go to a line item and paste several lines of text - Click anywhere within the lines of text and
Kaizen #24 - CORS and the JS SDK
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Cross-Origin Resource Sharing (CORS), and how it is used in Zoho CRM's JS SDK. What is CORS? Cross-Origin Resource Sharing (CORS) is a mechanism that uses additional HTTP headers in requests to allow web apps running in origin A, access to selected resources in origin B. The below image depicts how CORS requests are served in a browser. Here, in a web document hosted in domain-a.com, the main page, the layout
Stopping and Restarting Backups
Hello, Our company currently has two backups run a month. The next one is slated for March 31st but I need one before then for a project. I have tried to figure out how to buy one additional one but I cannot seem to accomplish it. Does anyone know if I stop the backup now if I can get one right away and then restart the backups? Thanks! Tonya
Why are emails sent to client from a CRM user visible to all other CRM users?
Zoho has quite sophisticated settings to set up users within Roles and Groups to control what data users can view or edit. This has enabled us to have separate departments on Zoho only seeing the data that they should see. But there is a big problem (for us) because if a user from one department emails a client (using the CRM) then all other users in any department can see that email. In short there is not privacy settings at all for client emails - all users in your organisation will see all emails
Timing of revenue for forecasts and reporting
Hi, We are a small media/advertising sales business and we sell advertising campaigns which may run over multiple months/quarters. We are using CRM to track our Deals but we are having trouble with when revenue is displaying in reports/forecasts. Currently (as I understand it) the Forecast function and reporting shows the revenue when the Deal is "Closed Won". We need the ability to defer this revenue and allocate it to specific months. For example we may close a deal ($5,000) with an Advertiser
Invalid Ticket ID 4834
For my calls to insert contact records i get this error response. Does anybody know a solution to this problem? <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/insertRecords"><error><code>4834</code><message>Invalid Ticket Id</message></error></response>
frontend customer purchase history and invoice
hi! I am looking to provide customers with their purchase history as well as their invoices from zoho. Is there a way, perhaps a unique link for each customer, for them to check their history right on zoho?? Thanks!
Contacts template suddenly started using Mailing (address, city, etc.) rather than Billing
Our Organizations template has fields where, for the address, we've been entering "Billing" details (address, city, etc.). And we would then create Contacts off of that Organization, and Zoho CRM would carry over all of those Billing address fields. Suddenly within the last hour or so, our newly-created Contacts in connection with the most recent Organization we've entered no longer show "Billing" - now, although the CRM is still carrying over the address details from the Organization into the Contacts
Cannot delete a lead
Please let me know why am I unable to delete my leads
Conditional Block in Email Template
Hello I am in situation where i need conditional Block in email template. means if Condition X satisfied than Few Lined get added like If(website!="") { // Add few lined of html content in email template. } is this something possible to have in Zoho CRM
Did not subscribe yet, bad support experince from 1st day.
Okay, the only reason I'm writing this is to compensate for the time lost from my life and save it for others. my experience as follow: stated the trial, had issue, chatted with the support, first two time they helped, then started to not understand my requests, giving me "will get back to you", a after I requested a call or conference using voice, first they said after Hour then preferred to chat which last for an hours then now solution, after that they schedule a call for the second day and the
Scheduling Selective Mass SMSes, and triggering workflows based on SMSes sent!
Right now my org uses SMS Magic, and we've used it to schedule mass SMS blasts manually. What I'm trying to accomplish instead though is this. I have a module called "Clients", and in the module I've added a field calld "SMS Type". This "SMS Type" field controls the content of the SMS they receive. 1) I want all clients who have the value "SMS Type 1" in the "SMS Type" field to receive a certain SMS on the 25th of every month! So essentially I want to schedule a mass SMS blast using SMS Magic,
Quick Wins #1 - Sending Emails from the Vendors Module
Hi All We have set up a new video series called 'Quick Wins' to help Zoho users get the most from their CRM and other Zoho applications. The idea for this video series has come about from actual requests and use cases from our clients who needed quick automations or workarounds to help them save time in their business. The walkthrough videos in this series will be cover quick simple automations and tips that you can learn / set up yourself in less then 30 minutes. Welcome to the very first walkthrough
Kaizen #22 - Connections in Zoho CRM
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss Connections in Zoho CRM. In this post, we will discuss the following: What are connections? Authentication types Creating a connection Using a connection 1. What are Connections? A Connection (or a connector) is a simple authentication mechanism to connect your Zoho CRM account with a third-party app. Zoho provides default integration support to a wide range of apps like core Google services (Contacts,
Sort Record - Email Status - Clicked
Is there something that I am missing? It seems so obvious that a user could take action during the sales process based on a lead or contact clicking a email, but I see no way to use this information outside of Reports. Please don't suggest using Zoho Campaigns, I am asking about Zoho CRM. Below are two very specefic examples: Looking through many of your support and marketing pages, they all mentioned "emails clicked". For example, here: https://help.zoho.com/portal/en/kb/articles/manage-email-insights#Monitor_Email_Response_Contextually
Did the 'Deals' module go away?
I am working on putting together workflows for leads, and noticed the Deal module seems to be gone in the latest Zoho version. Is that correct? Are accounts now the only things that can be won / lost?
Prefilled CRM form dropdown and custom email for each value
We are using the webform in CRM, for sending potential new customers a sales-document via e-mail and add the person as a lead in CRM. All the products are in a custom mules called "estates", and on this is a field showing the status (for sale, sold, pending). We are using tags to select the right template, and to show what product the lead is interested in. We made a new form for each product (real estate) and is now facing a limit of the number of active forms available. Is there a way to create
App Spotlight: iQuoteXpress for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. iQuoteXpress for Zoho CRM Improve closing rates with professionally designed sales proposals made with iQuoteXpress, a single sign-on solution for Zoho CRM and Zoho Books . Get the app here Business needs The sales proposal is the most important part of closing new deals, and it has many “musts.” It must be error-free, it must have your most up-to-date pricing, and it must
API Bulk read and write
HI, My database have some problems due to wrong formats in some fields and lost of datas while testing deluge scripts :-( As it concerns "Contacts" and as they don't have email adresses for most of them, I don't have anykey to update from a csv. Thus, I think the only way is to buk read the datas and then to bulk write them. I read the online help (https://www.zoho.com/crm/developer/docs/api/bulk-read/create-job.html) but as I don't know anything about APIs I can't manage to run it. Is there any
How to duplicate a lead?
Newb here. I'm entering basic data for leads I intend to contact after coronapocalypse passes. I assume at least some of the people I'm entering will refer me to others in the same organization who, hopefully, will become my Contact (in Zoho terminology). It seems to me that calls for creating a new lead with all the same info as the old one, just with different name, phone, and e-mail info. If that's true, is there a way to create a duplicate of the original lead, to spare me the hassle of re-entering
Email Opens are Tracked from My Own Inbox
Whenever I open a sent email from within my own inbox, it is triggering a read receipt to Zoho. This is triggering open emails that are not from my client but from me. I am using Gmail.
Events don't show up in participant contact records
I do not use Zoho email to issue invitations to participants for events, so I have to add them to the event after the event has taken place. I can add people as participants, but when I look at their contact records, the event does not show up.
Zoho CRM- IP address for login history
We had a malicious data breach from a former employee. Is there any way to get an IP address from the past logins for a certain user? We just need to confirm that another individual didn't use someone else's login info (which is private but you never know) an IP address would be sufficient, this was less than 1 week ago. Any guidance would be appreciated. Thanks in advance.
Zoho CRM customer portal - change user email
Hi, I want to change the email and name associated to a particular portal user. The user is seen in screenshot 124. I modified the Contacts record associated with this user: I changed the name from "vendeur profab" to "Inventaire MLS" and the email from "vendeurprofab at gmail dot com" to "inventairemls at gmail". (Screenshot 125) The changes made on the portal user's record is not reflected in the portal user list. Please help!
How to Run an Action Between Two Modules?
Could someone help me with running this task between two modules, please? A contact has 3 custom fields (check boxes A, B, C) that are manually filled. A job is created for that contact. This job has another custom checkbox X. It needs to be automatically checked if either of those A, B, C boxes are checked. Multiple jobs can be subsequently associated with a contact. Everytime an action needs to be done to see if checkbox X needs to be checked or not based on the same criteria. Thank yuo!
Can I do litmus email test from Zoho CRM?
Is there any way to do litmus email testing from Zoho CRM? I know Zoho Campaign allows this to preview what the email would look like if received by desktop/mobile and a variety of clients (gmail, outlook, etc.). Is there any way to run these sort of litmus tests for emails from Zoho CRM?
Add an approval process in CRM Finance module
Hi, We are using Finance module in CRM. We are able to create Estimates. However there an approval process to validate the Estimates before conversion. Sadly this approval happens in books, and not in CRM. It should be possible to do in the Fiance module too. This would avoid to switch back and forth between CRM and Books.
Merging, Adding or Linking Emails in CRM
I would like to Merge, Attach or Link Emails in CRM (internal and external not associated with a contact) to a client email record. This should be possible if internal communication between two staff is associated with a client. The only way I can figure this out at this point would be to add a note (copy/paste) email for reference.
sync Zoho CRM to Zoho Docs?!
how Can I share and upload files directly within CRM account on Zoho Docs. For example, whenever I create a contact or a lead in Zoho CRM, a folder was automatically created inside Zoho Docs account.
Best practices for measuring Product Demonstration efficiency
Hello dear community ! I'm sales rep, I often do technical products demonstration on customers site and I want to monitor the rate of succes of it. I mean the ratio of customer that have experienced our solutions and that who bought it. I have 3 kind of element to track: 1/ On-site product demonstration. 2/ Remote demonstration. 3/ Customers trials (without my intervention); If you already track this kind of indicators in Zoho CRM, what is the best way ? (ease of use, relevance,...) - What kind of
Mail delivery problems with ZOHO CRM
Dear reader, We have big problems getting e-mail from ZOHO CRM delivered. A lot of the e-mails send from the CRM to multiple recipients is placed in de SPAM folder from our clients. We have placed the underneath mentioned DKIM signatures for notifications.zohocrm.com, sender.zohocrm.com and mailer.zohocrm.com in our DNS. We have added the SPF with the transmail.net domain. Should we consider adding a DMARC policy? What is best practice? How to adjust the ZOHO CRM for this? Please help, this is disrupting
Zoho Biz Card Scanner
If I scan biz cards onto the ap on my iphone (card scanner ap), how can I then go online on the website & see those contacts?
Auto Populate AMOUNT Field via Function?
Hi Everyone, I am looking to have the "AMOUNT" field auto populated with data that is calculated into a "TOTAL" field. The TOTAL field is part of a sub-form that is the final net amount of the contract value (salesperson enters Gross amount and discount amount and the total is populated - gross - discount = total/net total). I would like to have that dollar amount in the TOTAL field be autopopulated into the AMOUNT field for reporting and tracking purposes. What is the best way to do this? Thank
MS Outlook Plugin issues
Anyone have any fixes? or can Zoho's team respond please When entering data into the crm sidebar, if you hit [backspace] key to delete a character, outlook deletes the currently selected email, and the character you want to delete in the crm sidebar remains. When using Office365 to login to crm sidebar, any attempts to open the external browser window to do more rigorous contact editing, or select the correct 'account' for the customer, have no result. an 'Internet Explorer' window is opened, but
Add Prompt to Confirm Upon Button Click
I have a button that executes a custom function (sends an email). Currently, when the button is clicked it's difficult to know if the button was really clicked. There is no validation or confirmation. Is there any way to make a pop-up confirmation window appear where the user can click "Confirm" or "Yes" to know for sure that they clicked the button successfully?
Zoho Sites Embed In Web Tabs
Is there a way to get zoho sites to work on a Zoho CRM web tab? I'm trying to share some training and Zoho Creator is a real pain to use. Would be easier for me to created the pages in a website and share that way. Thanks
Convert a custom module to a lead
So I created a custom module called Network - for networking contacts as opposed to leads - however, sometimes these 'networkers' become Leads and eventually contacts. Is it possible to convert a record under this custom module to a Lead?
Lead Source in wordpress Lead magnet pluggin
I cant get the lead source to save within the zoho lead magnet plugin when I set it up as a hidden field. Therefore it doesn't pull through to the leads within the CRM Any help is really appreciated
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