Auto assign lead based on time based criteria
One of my client who is using Zoho CRM standard edition has a custom requirement with auto lead assignment: 1. Lead automatically assigned to first available user 2. In case of no action by first user in 12 hours, same lead automatically assign to the
SOS: How do I create a separate PIPELINE?
I need to create a separate pipeline that has different stages - how do I do this? I have one pipeline that shows clients; however, I need a separate one for just investors that has different steps. How do I do this? Right now, Zoho CRM has everything
Zoho CRM - Zapier .. how can i get the attachment field from contact
Hi.. I have an integration issue.. i am pushing the contacts from the Zoho CRM to another software using Zapier. but im not able to access the attachments that are on the contact. Any idea how i can get that to be accessed by zapier ?
Basic PHP code example for adding new leads
Good afternoon, I have searched everywhere for a simple example of a PHP code that allows me to add potential customers when processing a form of assistance / consultation on a website. The form has several boxes, including email, and registration of other types of data required to register the user. I just need a snippet or something to show that I am taking the form data that has been collected and sent through the API to our Zoho account, to create a new prospective customer. A functional code
How to create a lead into ZOHO CRM from PHP External Form
Hi, We have created a custom form as per our requirement. After validation, We want to insert that data into ZOHO CRM as lead?
Marketing contacts vs stored contacts
A major rival CRM has added a new feature. You can store as many contact records as you like and mark which ones are 'marketing contacts'. You only pay license for marketing contacts. The rest you store for free. I have clients that would be very keen
Zoho CRM connected with Sipgate VOIP
Hey there, we are using Zoho CRM and a VOIP webbased telekommuncation system called Sipgate. Is there a possibility to couple those systems? For example to open automatically the contact as soon as he is calling me. Or realizing a one click dial from
Configuration - Zoho CRM / Xero Accounts link
Hi All, Understand that this question may have been asked multiple times before however I'm looking for some basic guidelines on how one would setup integration between the Zoho CRM / Xero applications. We'd be looking for it to serve the functions of
Home Dashboard Graphs turned Orange
Hi, Recently the graphs / charts on our homepage have turned orange. It looks awful and we'd really like the multi-coloured charts back if possible. All orange is just not nice to look at, yet in the Reports module they're still multi-coloured! Thanks
Counting the Open Deals / Opportunities Attached to your Accounts
The follow code will help you Count the Open Opportunities connected to your Accounts. You need to use Custom Function under setting then follow the steps below: Create a new field in the Accounts Module such a Open Deals. Use Number type. Check the API Name given by Zoho CRM for that field. This is under Settings, API, then switch to API Names and locate the module then field name. The API names will be displayed. Open Deals will properly be called Open_Deals but you need to always check. Create
UpdateRelatedRecords Method in CRM custom function
Hi everyone, I am trying to use UpdateRelatedRecords method inside custom function in CRM and I keep getting message errors.Can someone please check what I am doing wrong here. Here is the piece of code: mp=map(); mp.put("authtoken","exxxxxxxxxxxxxxxxxxxxxxxxx");
Workflow & function to update secondary email field based on a contact lookup in a custom module
Hi everyone, I'm new to writing functions so I need some help. I have created a custom module with the display name of "License manager" Module Name "CustomModule1" I have a contact lookup field in this module and I would like to create a function that
How to customize product details on invoices and sales orders?
We have the need include a custom field for weight of the products, related to the quantity. How can I include this field in the product details when creating invoices or sales orders?
Subform column dividers
Hi, In Subforms, not all the the column dividers are showing up. Kindly check if it on your end also. Thanks!
Dead accounts
We have a load of Accounts that were imported at the start, which are actually inactive. What is the ideal process here, simply delete them and lose the info (not great), archive them somehow.....thanks
3 User field limit in Zoho CRM
How do we add more than 3 user fields in Zoho CRM? We need an additional three fields. Can we purchase more? Are the plans to add more? Has anyone found a workaround?
Custom Function to Save and Re-Edit
If I understand correctly, a function cannot use values entered in a record's edit view until the changes have been saved. This creates a problem when a function is needed while in conversation with a client and recording information in edit view. So,
Help with associating a project to an account via deluge script
Hi there! I've successfully created a custom function to create a project using a project template, assign it to a project group and use a naming convention. The problem is that the function doesn't associate the project to the account. Here's the script
Making Better Use of Zoho CRM
I’m hoping that someone can help us to use Zoho CRM a little more effectively. We are a small, home insurance broker and been using the CRM for a while, to good effect – but I’m sure there are features that we could be taking advantage of, to achieve
Zoho CRM - Rest API - Insert Record - How do I put the Lead into approval mode.?
I am inserting a lead from a web form using Rest API. I would like to put the lead into approval list. I see there is trigger parameter with approval value. Also there is $approved key in the documentation. https://www.zoho.com/crm/developer/docs/api/insert-records.html What is the parameter to use to set the approval mode?
Passing parameters in the link (URL), Need Help
Need help, maybe someone is faced with a similar decision. For integration with CRM Zoho CRM and creating a new Lead,Contact we used previously URL: https://crm.zoho.com/crm/CreateEntity.do?module=Contacts&property(Phone)=0443334025 Using Option: Contacts
Task getting moved to the day before
I keep creating tasks for "today" and Zoho automatically moves them for the day before. Very frustrating. Any ideas or solutions why?
Report of time spent on a customer and the task associated with it
I would like to create a report to show the time spent on a customer. I want that the time to be taken from Calls Duration and the Meetings held with the customer. Additionally, I would like to include all the tasks related to the customer. We are
Migrating a Commercial Real Estate Database to Zoho - Suggestions?
Hi all, I'm working on building a database for commercial properties. I will be collecting the property address, tax address, recorded property owner (on title) and then 1-3 owners and their home addresses/phone numbers. I've done a ton of research with
Click to Reveal Field Contents
Our accounts use verbal passwords for security. It would be handy to have a field that is hidden by default and you click a button to reveal the information contained in it. For Example Hidden: Revelled:
Can't use invokeurl in Validation rule function?
Hi, I've got a validation rule looking up an error table to return the error message, but it's not working. The error is: Oops! Something went wrong. Please try again or check out for following reasons: Please check your function for any possible failed
Increasing number of records displayed in a view
How does one increase the number of records displayed in a view on the home page? Currently, I can only display 5 records. Thanks.
Delete Custom Function
Hello, How do I delete a custom function? So far I have only been able to remove the association from the function in my workflow rules.
Custom Views and Custom Fields
Hello i am trying to get custom fields in a custom view, i that possible? like this: https://desk.zoho.com/api/v1/tickets?viewId=111111111111111111&include=contacts,departments,products,customFields&from=1&limit=99
Creating Links to attachments in CRM
I have created an application in Zoho Creator that incorporates some information from CRM. One of the things I am trying to do is create links in the creator app to Attachments in CRM. When you request the related list for attachments it returns an object
Community Digest - November 2020
Announcements Take a look at the upcoming Blueprint enhancements - Parallel Transitions, Widgets Support and more! Check out the change of flow in creating new Accounts using standard Lookup fields Making first name mandatory for CRM users Zoho Marketplace
Copy Email From Zoho Contacts to Zoho Sales Order
In Zoho Contacts, I have email addresses already filled in, API name is "Email". I want to transfer this email field when a sales order is created. Name of email field in sales order is "Email" I tried using this function soDetails = zoho.crm.getRecordById("Sales_Orders",salesOrderId);
First name mandatory for CRM Users
Hello everyone, We are planning to make the first name mandatory for all the CRM users. This will be effective from November 26th, 2020. (Note, that this applies only to the CRM users and not the leads or contacts that are added to the CRM account.)
SalesInbox Roadmap & What's New?
We're a Zoho One client. Across most Zoho applications there's a "What's New" article published every month or two. But for SalesInbox, I don't think I've seen one. A couple questions: Is SalesInbox still actively being developed by Zoho? What updates or improvements have gone live within the last 6 months? Our Sales Team is using SalesInbox and I want to make sure it's the right choice for our business when compared to alternatives like using Zoho Mail or using the Zoho Extension for Gmail. Thanks,
Difference between notifications feature and webhooks feature
I see that there is a Webhooks feature as well as a Notifications API which on the surface seem to do the same thing. What does one achieve over another and which one would I use for which use case. For example, I have a web app where leads, products
How can we use something other than Account ID or Account Name as an identifier to match up data when importing data to Zoho?
We are trying to import new data to Zoho for accounts (add industries etc). But the account names in Zoho, may be slightly different to the Account Names in the importing file, which causes issues in the long run. However, we have a 'client code' custom
Zoho CRM & Forms
Guys, We have a business model where we sell equipment through distributors. As a MFG, we sell to distributors and our distributors sell to end-customers (B2B). In CRM, I am using a custom module to track serial numbers. In the module, we identify serial
Where is my Email Tab?
Hi there. I just configure my Email (Gmail) account in ZOHO CRM. But I can't see the Email tab on my desktop. I mean even when I go to Preferences-Module settings there is no option of the Email module. Maybe I'm doing something wrong? Thank you!
Programmed csv reports are different than the reports a ask on demand
Hi guys! I have scheduled a daily report to extract some data out of my crm in order to automate some reports I have on excel and it works great. But the problem I have is that when ever I ask for the same report on demand (to update manually my data)
Customize Zoho CRM Portal Invite
Hi! Our Company just started using the Client Portal Function in Zoho CRM. I am currently looking for a way to customize the email our clients will get, when we invite them via the CRM. I could not find a way to change this message and currently it does
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