Zoho CRM with issabel
Is it possible to integrate issabel PBX with Zoho CRM?
Gibberish Shown when Exporting Data When using Traditional Chinese
Hi, I am an Enterprise Plan user. And I find that error Gibberish characters shown in the export CSV file as I am using Traditional Chinese (in both the field name and the field value.) And I have found in the forum that this problem was reported 5 years ago and there is still a problem there. Please let me know if you are going to fix it or i will simply switch to another CRM vendor. Thanks
Multiselect / Subform
Hi all, I am trying to customize our Zoho installation, in order to make usage as easy as possible. As part of our companies needs, I created a custom module (containing Song information) which needs to be combined with the Contacts (Song Writer) in a manner that allows a many to many relationship. My current build uses a multi-select tool to do so, resulting in a LinkedModule with the specifics of each Writer's share on a song, in which we can store his share, along with information regarding contract
I can't use a Formula field anymore and want to ask about an alternative.
In my early days of using Zoho CRM, I created a custom field in my Contacts view with a Formula to 'look at' the Company Name and replicate it in the custom field (after I'd converted a Lead to a Contact, I then 'edited' and saved the Company Name field in the Contact View). This meant when I ran certain Contact Reports I could 'see' the Company Name and therefore export the report view to Excel for a mailing list. I noticed today that this has stopped working, so I need to find a way of letting
Zoho Community is transitioning to a new platform!
Hello Community! Here’s an exciting announcement. Zoho Community has transitioned to a new platform and we we'd like to discuss this transition with you. Why the change? Our community was earlier hosted on Zoho Discussions, which is now EOL'd. Besides, we thought it's time for a makeover. The new platform. We’ve transitioned to Zoho Desk. Apart from an improved UI, the new platform comes with some major enhancements. Zoho Desk bundles help desk, user community and knowledge base, all in a single
Amount Field Function
I record 3 amounts figures as a currency field inside a DEAL. I want to make the Amount field be READ ONLY & have a function that adds up the NEW CUSTOM currency fields and populates this into the standard Amount field on a CREAT or EDIT scenario. The three custom fields are: Accommodation Catering Restaurant Any help would be great.
Replacement for Gmail contextual widget - Google is disabling contextual widgets on August 1 2018
Given that Gmail contextual gadgets will soon be disabled on August 1. Is there a plan to offer a replacement with a new gmail add-on? Instead of just the google chrome extension. The chrome extension requires our user to be logged into google chrome with their work account (not always the case, they often have a personal gmail account and a work gmail account they're signed into on their personal laptops) and also forces users to use chrome as their browser.
Can I disable the Skype link?
I need to turn off the Skype link feature as I do not use Skype to make calls. When I use my mobile device it is rather maddening to have the Skype link trump the smartphone's dial feature. Additionally, it's difficult even to cut and paste the number into Google voice on my desktop. Plain text would be much better. Thanks.
Double opt-in in zoho crm web forms
I have been reading some posts in your forum and you guys have to find a solution for double opt-in using web forms as we are legally responsible for doing so as 1st of may 2018. In Europe, anyone collecting personal data HAVE to apply double opt-in or we might be responsible for very high penalties.... Can you give me some information about your advances in this matter?
Same offering to multiple leads
I have the same offering I'd like to sell to multiple leads. How do I set that up in the deals so I don't have to do an individual deal for each lead? Is that possible?
Function #39: Update records in Accounts from Custom Modules
Welcome back everyone! Last week, we saw how to add subform records by having the records from other modules as a lookup field within a subform. This week, let's look at a function that lets you update records in Accounts module from records in Custom Modules. Business scenario Envision a scenario of you running a real estate business. The Accounts module contains records of all the partners associated with your company. For instance, Construction companies. However, you deal two types of real estates
Confirmed Opt-In or Verified Opt-In
Hello, I would like to know if Zoho CRM has a verified opt-in or double opt-in as we call it here. This would be the mail a user receives upon entering his data in a contact-form of yours to receive a newsletter, in which he needs to confirm his request before I can send him the newsletter. I do not mean the fact of redirecting the user to a thank you page. Does Zoho have this? Thank you! kind regards, Lars
I am at a loss here....
I have been working on this custom button all day and I have tried so many variations. I am trying to create a new record in CustomModule7 (API: "Service"). I have yet to be able to have it create a record, let alone populate anything. Function fires without errors. Here is my custom function: id = strId.toLong(); recContact = zoho.crm.getRecordById("Contacts",id); strContact = id; strOwner = zoho.loginuser; strServicename = "test"; mapService = Map(); mapService .put("Name",strServicename); mapService
CRM PHP Example Not Working
Hello, I am trying the PHP example code and getting a blnk page, any suggestions? Please help as I am using trial to see if I can get it integrated for company with internal systems and on a tight timetable before trial ends. I have attached an image of the output I get. header("Content-type: application/xml"); $token="AUTHTOKEN"; <--- I replaced this with the token I got from CRM API Generate Token $url = "https://crm.zoho.com/crm/private/xml/Leads/getRecords";
Running Custom Functions on Custom Modules
Hi is it possible to run custom functions on custom modules? Also, I have created 2 custom modules with multi-select fields and a relationship module which tracks dates that links the 2, but I cannot seem to get that relationship-specific module as a related list in either module, does anyone know if this is possible?
Recreating the lead stages I used to have in Hubspot, in Zoho
Hi there I am moving my lead management from Hubspot to Zoho. In Hubspot I am used to having the following lifecycle stages: Subscriber: The only piece of information I collect is the email address, so the lead gets updates on our blogs and newsletter Lead: I have First Name, Last Name, Company Name and email address. Then there are a bunch more stages, but not important to solving this problem I want to use Zoho forms on my website to capture info and get it into CRM, but I'm struggling with how
Best practice for workflow and automation
Hi, I will try to make this brief - I need to track parts that customers (Accounts) send to me and set a workflow for our process. Is it better to create a View under accounts that includes a list of products sent to me and set the workflow rules to follow a status "Pick List" field (Received, Repaired, Shipped)? OR would it be better to create a new module to track customer products and if so how do I make sure that the products are tied to the Accounts? Part of the process for each status will
different mandatory fields based on lead status
Hi there Is it possible to have different mandatory fields for a lead based on the status of the lead? So for example, if a lead is 'suspect' - I only need their email address, but if I want to make a lead 'engaged' I need first name and last name....? thanks
Keep your CRM data accurate with Validation Rules
Hello folks, Last month, we saw a bunch of new features that got rolled out during the Zoho CRM 2018 Release. Today let's take a closer look at one of them called Validation Rules. Poorly maintained CRM data can result in ineffective business processes and inaccurate reports. The key to running a smooth business it to maintain a clean CRM system. That in turn needs you to validate the data that goes into the system. But imagine, if you have to sit and validate every piece of information added into
Lead Conversion - Mapping Lead Closing Date to Closing Date in Potentials Module
Hi all, I'm trying to map a custom date field we receive from customers in through web form to the Closing Date field in the Potentials module. Is there any way to do this? Thanks! Jo
If and if statement in formula field
If(Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps'),if(Contains('${Leads.Network Provider}','NBN'),${Leads.Monthly Fee},56.88)) OR If((Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps') And Contains('${Leads.Network Provider}','NBN')),${Leads.Monthly Fee},56.88) To assign a value into the field, there are 2 conditions need to be matched. Can anyone help me out with the formula above?
Fetching user's record
Hi! I'd like to ask if it's possible to fetch records of a specific user (Organization users) like the way a lead/contact/account can be fetched using getRecordById(). Is that possible? How?
Mail Chimp Authorisation
Hello, I've installed Mailchimp into my CRM program, i am unable to link the two and i'm stuck at this point of the process. I go to click on "Authorise Connector" and it just brings up a blank page. I have tried this on different browsers and computers to no success. I've had real problems with Mailchimp and Zoho over this and still i am unable to find a solution.
email a CRM task to task list
I want to send an email to my CRM task list such the subject becomes the task. And any way to insert the date due from the email? Or perhaps create a custom function which receives an email then creates a task out of it?
Zoho CRM Managemet
We have been using Zoho for 2 years or less and have been entering all of our jobs as leads but, using the persons name as the lead contact. I am wondering, how was the program meant to work? is there someone that can call me live to discuss what the intention of the CRM program is to be used. We now have the same "lead" quoting multiple projects and we are unable to manage follow up.. I am here from Mon- Fri 8am to 5pm EST
Insight into the Business Hour revamp and Email Association with a Deal
Hello Everyone, We are here with our next round of announcements! In today's post we will walk you through two important features: 1. Business hour revamp - Presenting you this existing feature with lot more functionalities that make it even more functional. 2. Link Emails to Deal - Link a deal to its respective email to filter and view only the emails associated to individual deal. Let us take a look at each of these in detail. Business Hour Revamp We have revamped the existing functionality of
Zoho CRM and Desk Authentication with ClientID - Scope
Hi all, I have a dude. We have created some Client IDs for some connections we have. When generating the access CODE, that we use to get the final RefreshToken, we have to set the SCOPE. But, once you have created this ClientIDs, how can I know witch SCOPE I set to make the access CODE. I mean, if I don't remember one of the SCOPE of the ClientIDs...how can I know that without recreate the CODE, and the Refresh Code and change this in our projects... I attach a print of some ClientIDs on developerconsole.
Function-33: Create Accounts from Leads with all the data at the click of a button.
Welcome back everyone! Last week, we learnt how to send mass emails to specific groups of leads or contacts. This week, let's look at a custom function that lets you create accounts from leads with all the data. Business scenario: Opportunities come in strange ways. One day there might be no good leads, but the next day you might bag a million dollar deal. Or there might be a lot of deals with smaller figures from different leads. Either way, there's a lotta work for you. And by that, I mean gathering
Importing Invoices and associating them with NON-MIGRATED Contacts
I have been using Zoho CRM for years and have about 15,000 contacts. I have old invoices from the years before I used Zoho that I want to import. I tried importing the invoices, and it works, but nothing gets imported in the Contact Name lookup field -- it just stays blank and doesn't get associated with a Contact. Is there a way to do this without having to migrate (and therefore duplicate) 15000 contacts? Importing Invoices that aren't connected to Contacts is not useful at all. Please advise.
Tip #43: Focus only on the notifications that matter.
Hi folks! This week, let's look at how, using SalesSignals, you can focus only on those notifications which are important to you, instead of having too many of them overwhelming you. SalesSignals gives you all the important notifications you need to reach out to your leads, contacts, prospects and customers instantly. This is a great boon, as it lets you stay on top of all your communication channels. But having too many notifications, even irrelevant ones, will only: Clutter your feed Take your
Translation for titles and option values for customer fields - Zoho CRM
We plan on using Zoho CRM for more than one language. Is there a way to import translations for custom fields?
LARule trigger date
In the blueprint transition section, in the task section there is a value in the "Due date" field called "LARule trigger date". What is it?
Generating one invoice from several sales orders
Hello, we have clients who order several times during a month via web forms. We do transcriptions and translations, so these orders are mostly task to translate some files here and some other there. We do monthly invoicing to our customers including all sales orders of the month. The have sometimes 40 different sales orders, so logically, they don't want to receive 40 individual invoices for this. In our old system, it was easy to make one invoice out of many sales order. However, this seems to be
Is there any API methods to delete the authentication tokens in Zoho
Hi, I have a requirement to delete all the created authentication tokens in zoho , is there any API method to meet this requirement , if so please assist me in this case.
How to mass email to people opened my email.
I know you have opened email filtering in Zoho campaigns. But how do i send a schedule mass email to a list of 500+ that opened my emails in the last 30 days? I see how i can filter, but when i click mass email it only lets me pick a view and not a filtered view. Ideas?
Lead assignment to Accounts
Hello everyone, Our company rarely (if ever) sells directly to a lead. Much like Ford or Dodge, we sell to dealers who then reach out to the lead for a sale. All of our dealers are currently ACCOUNTS. Leads are eventually converted to accounts as END USERS (type of ACCOUNT). Is there a way to assign a LEAD (end user) to a dealer (ACCOUNT) before it is converted? Roger
Leads, Accounts and Contacts
Our company never sells to end users, much like Ford or any other car manufacturer. Much like auto makers, we sell to our Dealer network. However, we collect leads (end users) through our website, trade shows, etc. Is there a way to assign a LEAD to an ACCOUNT for the dealer to reach out to the end user? Right now, I'm trying to add a lookup field to the LEADS module for "Assigned to:", wherein our internal sales team can assign the lead to either an account (dealer) or contact (again, dealer). However,
Passing JSON via webhooks
Hello, I am trying to set up a webhook for Mandrill, and it requires passing a jSON argument. I've placed the JSON in the parameter in user defined format section. The issue is that Zoho is encompassing the jSON in quotes when sending the post request, which is causing the parameter in question to not be read as an array. Here is what I have entered in the parameter in user defined format section: parameter name: message Description: {"from_email":"test@senderemail.com", "to":[{"email":"test@receivingemail.com"}],
Automation Requirement - Possible?
Hi there, I have a very particular requirement amongst our potential use of Zoho CRM and I would like to find out if the desired functionality and behaviour is possible and if it is, how I would go about it. Here is the requirement: Step 1 - Update Contact with specialist data from external API Upon the creation of a new Contact, populate custom fields with response from third party API (using Contact ZIP field as API GET query parameter) I have experimented and achieved this functionality via Zapier.
Modules Field Types
HI. Is it possible to change the field type in a module (specifically Accounts module)? I want to change from single select to multi-select. If not, could you suggest how to go about this? Any help is appreciated. Many thanks. Phani
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