Worflow Function
Hi! I'm curious if there's a way to count how many times a particular workflow function is triggered?
Automation question
I am trying to make an automation task to do two different things. One is to create a new tag for a record and the other is to send an email notification. This will be based on a specific date field is 60 days or older. I have tried everything and it isn't working. Is the time set for what time zone? And on that time, does it run everyday at that time and look for those conditions to be present? Any help in getting this working would be great. Albert
Zoho CRM Subform Field Widths
We just set up subforms in our Zoho CRM account but can't figure out how to fix the field widths. I've looked in modules, the subform itself, and the field properties itself, and can't seem to find it. For example: Our "Product" field (a lookup that finds our product name) might be 15 characters wide (we need longer) While the Quantity field might be 20 characters wide (where we really only need 3). Even if I adjust the number of characters allowed in a field, the width stays the same.
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Allow FB type feedback on Notes
When a feed pops up I sometimes just want to acknowledge it with a thumbs up. That allows the person who entered the note to know that I saw their Note. It also helps me when I return to the record to see that I already knew about the Note/action taken.
Why is the GCLID Field Not Available in Reports?
When creating reports, the GCLID field is not included in the "Available Columns" to display on reports. It is not selectable in any section of reports. Why? Thank you.
"You do not have permission to access Zoho CRM..."
...Please contact your administrator" - I am the adminsitrator - I was trying to fix a Google Calendar integration bug. I started out by using a yahoo address as a login even though I was running the app in my google domain. Application worked but it was pulling data from the login id rather than the underlying app and domain to determine Google calendar integration (this is weird). Finally got a response from support to use my google domain email as my login. I went to make this change, first
Tip #45: Pause Zia Reminders when you don't need them
Here's a tip for this week, where we'll tell you when and how you can choose to pause your reminders from Zia. When you have hundreds of leads and contacts to follow-up with everyday, it's really tough to prioritize whom to contact first, and when. Zia, your intelligent sales assistant comes to the rescue by suggesting the best time to contact them. However, scheduling your day around these best time to contact suggestions can be rather tricky. You can't be setting reminders based on these best times
Password reset
Two days ago I changed the password for my superuser as if the superuser was a user. Everything looked good, but when I tried to login again with my new password, it did not take accept it saying it was a wrong password. I tried to use my old password, and couldn't get to it either. Please advice. I have contacted support@zohoaccounts.com for the third day in a row, and still have had no answer to my issue. What is the turn over time for an answer. Thank you.
Opt in via Zoho CRM
Hi, As the 25th gets closer will Zoho be providing a system whereby I can send an email to all my contacts and leads with the opt in requirement to satisfy the GDPR requirements? Many thanks, Kellly
Possible to decide what Emails show up in CRM?
When email is integrated with CRM, is it possible to select what emails you want to show up on a Contacts record? Please note, I'm not talking about making them private or public, I'm talking about whether you want them to show up at on the Contacts CRM record at all. I have some sales contacts that are also friends - there may be hundreds of small talk/irrelevant emails going back and forth between us. Others may be very important. I'd like to select the ones I want to show up in CRM on the Contact
This Web Is Very Low
This Web Is Very Low.
Track lead
Hello, I want to know if there's a way to track my lead after I converted it. Is it possible? I want to have an accurate number about my leads historic and it'll be possible if I track them. If there isn't a way to track, can you have another idea to solve it? Thanks in advance.
Abak 360 integration
Hello all, i'm wondering if there are any existing integration paths between Zoho CRM and Abak 360 (project management software). I've run some searches here and on the web and haven't been able to find anything. if nothing already exists, what are some workarounds to get both softwares to talk to each other? thanks!
ZOHO CRM & GDPR
Good morning, how exactly will be ZOHO CRM prepared for GDPR? We need * a way for gaining of contact agreement with evidence and using of personal informations with automatic saving in zoho * agreement is gained for a time period - we need automatic e-mail opt out after period ending Thanks Petr Maly
Query | Subtotal field
Hi, We need to be able to visualize within the Purchase Order module, a column that shows the "amount without tax " of each order. As we do not have that column, there is a way to modify the "Subtotal" field in the "product details" section, so that it shows the amount without the tax?. The idea is to continue calculating the tax field but the subtotal takes the value of the amount. That's right now: So it should be seen: Sincerely,
Pricebooks, automated prices and VAT - zohocrm can't handle that?
We recently emailed support asking for a way to have zohocrm automatic add value to list price and add VAT, and recieved a concerning reply that zohocrm can't handle that. Are we the only organisation that needs a way/method to handle quotes, pricing and VAT issues automatically? If you have had the same issue and found a solution are we very interested in your solution. Zoho replied "We may analyze the option to automate this in our future road map." - doesnt sound like a near solution.
Are we obliged to send consentment email to all of our subscribers?
Many of our contacts have given us their emails and some of them never open their emails. Are we obliged to send consentment email and what if they do not open it at all?
zoho.crm.searchRecords() when criteria contains a pipe character
How can I escape the pipe character in a criteria value when using the zoho.crm.searchRecords function? Example: name = "Bank Fu | US"; criteria = "(Account|=|" + name + ")"; accounts = zoho.crm.searchRecords("CustomModule2", criteria);
After changing language I have form field values in both languages at same time
I started using Zoho with English as my language. Than, I changed it to Portugues. However, when I have to fill a form field now I got both, English and Portuguese values, what is a mess. Examle: In Negocio->Estagio: I can choose : "Fechado (Ganho)" or "Closed (won)", what is the same thing. Please have a look at the attachment. Thank you, your product is great! Rodrigo
How to link Potentials record with Contact through the Zoho API v2
Hello, I'm trying to create Potentials through the Zoho API v2 as follows: $record = ZCRMRecord::getInstance("Potentials"); $record->setFieldValue('Deal_Name', 'Phase 2: Vladimir Mitrovic'); $record->setFieldValue('Closing_Date', date('Y-m-d', $_SERVER['REQUEST_TIME'])); $record->setFieldValue('Stage', 'Phase 2 Purchase (Won)'); $record->setLayout(ZCRMLayout::getInstance(POTENTIALS_PHASE2_LAYOUT_ID)); $recordsArray = array(); $recordsArray[] = $record; ZCRMModule::getInstance("Potentials")->upsertRecords($recordsArray);
Zoho Crm API insert doesnt trigger WorkFlow
Hi! I am using the Zoho CRM with a third party application and am using API. I have created a workflow alert for insertion into Leads. I receive the mails when I directly make an entry but am not receiving the mail on inserting data thru the API. And yes, I set wfTrigger to true. Any help will be greatly appreciated! Thanks!!
Hawksoft CRM for the insurance industry vs. Zoho
I have a prospect who is currently using Hawksoft for his insurance company but he's considering letting us set him up with Zoho. His current CRM is industry specific and was created by a coder who was also an insurance agent so it has integration features that allow for specific carriers such as Allstate, Geico and others to easily make updates to policies and things and the information automatically feeds in to the CRM. Does anyone have any information regarding the advantages of Zoho over this
Import leads and automatically change lead owner
Me and another user will be importing leads for our company. We have another user account on the system that we want all leads to be set to automatically. In the meantime, my workaround has been with a custom view with conditions set like me as owner and no lead status, then I mass change owner. I know there has to be a way to do this automatically using automation. I have messed around with it and couldn't get it to work. Anyone have any input on this sort of workflow with importing leads and
How to do SMS Integration?
Hi! I e-mailed support@zohocrm.com but unfortunately didn't get any response yet. So I was hoping that maybe someone here in the community knows this: I can't do this with workflow function and blueprint. I'm thinking this can be done through custom button using widget, but I'm not really sure. So I would like to ask an advise for possible solutions. This is what I'm trying to do... sending and Tracking Text Mesages to Contacts/Leads: 1. In the Leads/Contacts module view page, a Send SMS button is
custom modules
Hi everyone, I would like to use the zoho crm as a phone dialler, i want to input my data that i receive in small chunks of around 80 four times a day. I want to have custom modules in zoho. I want to input the data into Custom module 1 named "New Data" The sales agents will call the new data and depending on the outcome of the call they will press a disposition. Example "Voicemail", "Call back", "Bill payer not available" etc etc. I would like all the custom modules to be the same name as the
Adding Multiple Events
I am looking for a custom function (or any solution) where multiple events can be inserted based off an update in potentials. Basically, we sell days of training. When we sell the training it is usually between 4 and 6 days of training. What I want to do is allow for the creation of multiple events based off the number of "Training Days" (a custom picklist of 1-6 in our potential module) selected when the status is updated to "Closed Won". Initially, we do not know the exact dates, but having them
Formula for all Quotes for a contact
Anyone know if a formula can be written for the total of a quotes for a contact in CRM?
Auto creation of Opportunity Number
I am looking to create a field in which I can create a auto number for New Opportunities. When a new opportunity is created I would like the number to be created in the following manner. YYMM###-NN YY -the last two digits of the current year ## MM -the current month digits ## ### -an autonumber starting at zero that restarts each month ### NN -Nick Name of the current user. Could anyone help me with a formula or combination of fields that would create this for me.
Community Digest - April 2018
April's Community digest brings you some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. A big thank you to all our MVPs who have strived to help out fellow users in the Community! Take a look at our band of MVPs and more on how to become one here. In case you missed out on April's happenings in the Community, below are some highlights for you: Product announcements: Validation rules for an accurate CRM Rest assured, Zoho CRM has got you
Zoho CRM Error 4918
I am using your SyncApps integration to sync Zoho CRM Contacts to MailChimp. The API is returning the following error to my SyncApps log details: Error on sync: Module is hidden for your organization (Error code: 4918) The Contacts module is not hidden, so this error does not make sense to me. Can you help?
delete repeating events
I created a weekly repeating event to test that capability. I have two problems. First, I can't delete the repeating event. I can delete instances of the event, but no the entire event. Is there a place where this can be done? Secondly, one of the forums suggested that repeating events could be deleted on the calendar. But this event is not showing on the calendar.
Portal URL developer edition
Hi, I'm trying to activate my widget (that locally on my test site works) into the developer edition but I cannot find my portal URL so I cannot write the path to the widget correctly (and the widget doesn't display).
How to clone a template which is already present?
How to clone a template which is already present?
Does Zoho implements Queue operations when executing webhooks requests?
Hello, I need an explanation / confirmation regarding webhooks. Once Zoho run the webhook request, how you know that request is successfully accepted by the client application? What params can I use in response to confirm that the request is accepted and processed correctly? In the case of some error, will Zoho repeat the webhook request? Does Zoho implement the Queue operations so it's possible to resend a request again, for example, after a few minutes if the previous request failed? Please confirm
Why are SalesSignal Notifcations including emails between my colleagues and I?
Hi Zoho Community, I was curious why the SalesSignal notifications included emails between my colleagues and I? Especially emails that are irrelevant to our clients. We have some test records in our CRM of course for "testing" but could that be the reason why? Thank in advance for reading. Respectfully, Juls
Zoho Apps - Document Management
Is there any document management apps that can integrate with zohocrm. Also i am looking for quote & proposal apps (such as quosal software) as zohocrm quote doesnt solve my purpose at all.
Document Management
Is there a way to centrally store documents in a module so that all users have access? (Documents such as sales collateral, order forms, brochures etc.). Thank you!
Widget Zoho Crm contextual content
Hi, I need to display a particular google map (not the standard one) for my accounts in Zoho CRM. I think, am I wrong?, I should use a widget (it's an HTML page with some javascript) so I made one that displays the map the way I need and it works BUT the content is static (an hard coded address) while I'd need it to be the address of the Account record active when the widget was called (more than one field is involved: Billing Address Street, City, Code and Country; I guess the resulting string must
Web form not recognizing data input in portrait on mobile phones
Hey all, I have copied the JS Code into the web page and the form works fine on all devices apart from mobile phones when they are in portrait. I have tried different phones and different browsers with the same result. When the form is filled out it doesn't recognize this and states that the First Name cannot be empty. It will work if the mobile phone is in landscape view.
Next Page