Adding Contacts to Leads
How would I be able to add multiple contacts to a lead? I have a lead that wants me to coordinate between 4 different people so I need to be able to assign contacts to a lead.
Potential amount to be automatically set by Zoho
In CRM, the Potential has an Amount of revenue, which in Zoho you must enter and update manually as your potential is refined. But in our case, we don't want to manage it manually. We would like it to be updated directly by the system, based on the Products (and units) associated with the Potential. Or to come from a selected Quote for the Potential. However, we have not found a way to do this. Salesforce and other CRMs can be configured in this way. We have seen others request this same functionality
Blueprint Transition - During Action - Request user input for fields from other modules.
Use case: A potential may have inventory records associated with it, such as a quote, a sales order, a purchase order, and invoice etc. Potential record as a stage field used for pipeline / forecasting etc. Likewise, other modules may also have a stage field in it to track the exact position of it in the sales cycle or any other business process. For e.g. Quotes may have a stage / status field with values such as “Draft”, “Draft Pending Approval”, “Sent” etc. Now when a Quote has been “Sent”, the
The worst customer experience ever from Zoho customer support
We have been using Zoho for some time. I used to recommend Zoho to others. We have ten (10) users, and we started to add 30 more users one by one. While adding one user due to poor design in user on-boarding. I have been on the chat and phone for hours. The response I get from support is someone will call you back. Summary for last five days of issues: 1. Reports missing activities. No response to my ticket. Fixed by deleting and recreating spent hours of my time. 2. The user when registering
Email Sequence
Hello! We have a bunch of leads we want to offer our services to. We want to send the 1st follow up email 5 days after the initial email was sent. And then send the 2nd follow up 1 week after the 1st follow up Can someone help me set this up?
Access associated accounts with a single COQL call
I have a module named "Online_Profiles", and another module named "Accounts". I am trying to make a COQL call to request data form various fields that are in the Accounts module based on a field that is in the Online_Profiles module. Accounts has a "associated
Searching records which has empty values in API v2
Hi, I want to search records where field value is empty/null using API V2 to include multiple criteria Is it possible in API v2 to search records which have a field with empty/null value? something like this: https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Lead_Source:equals:null)) How do we filter the null values then? Thanks.
Outlook plug in hard coded to Internet Explorer
Hi, When I click a link in the outlook plug in for CRM it always tries to open the link in Internet Explorer, even though my default browser is Chrome. I even disabled Internet Explorer altogether in the Windows features and when I click the link nothing happens. I take it that this is hard coded in? Is there any way to get the links to work for a different browser or is there plans to be able to do this? Thanks Adrian
Incluir un Logo en el formulario CRM
Saludos. Podrian indicarme como agregar un logo en el formulario web de CRM que deseo crear. Gracias por su atención Adel Bahsas.
Autocompletar Formulario en Zoho CRM
Saludos. Soy usuario de ZOHO CRM y tengo en el una base de datos de contactos. Requiero realizar un formulario de actualización de datos personales en el que al usuario ingresar su ID, aparezca automáticamente los datos de el que tenemos registrados.
Update Email Signature in CRM Email Templates
How can I update the Email Signatures in CRM EMail Templates without opening and editing every template.
Marketplace
Hello, We've been using Zoho for a while, and found out that there are some useful apps/integrations on the marketplace. However, much more can be developed and published. What are some of the integration or apps you would like to find on the zoho crm
Auto Populate in Zoho CRM
Hey, I want to create a multi-line field within the LEAD module that will actually know how to pump out the information I want to create a short description of the LEAD for my sales person I want to pump the information through fields that I already have in CRM such as: Age, hobbies, first and last name and more. I would love your response Thank you :)
updating contact addresses account address
I assumed that the addresses used in Probabilities, Quotes, Sales, etc... would flow from the ACCOUNT record, but it appears these fields are all or primarily populated from the address fields in the CONTACT records. I therefore need a solution that
Phonebridge Integration with Custom modules
Hi, The problem that I am facing is that I am unable to connect custom modules with phonebridge as right now Zoho is limited to only Accounts, Leads, Contacts and Opportunities modules integration with phonebridge. I created 4 different teams which were focussed on 4 different agendas. These teams could have same leads as their pitch would be different. So, undoubtedly, I needed 4 different Accounts module and 4 different Leads module for each team. When I did that, I started with Kixie, but no data
Kaizen #58 - Attachments and Photo #API
Hello everyone! Welcome back to another post in the Kaizen series. This week, we will discuss how you can upload, delete, and fetch the attachments of a record in a module. We will also discuss how you can upload, download, and delete the photo of a record
Required Field Missing from Macro Add Task
We have a custom field called Task Type that is marked as required and has a list of 4 values. Everywhere we add a task, the task type is shown so it can be selected. EXCEPT when adding a task as part of a macro. In this dialog the task is not available
How do I assign Permission to specific personnel for access of data?
We are new to Zoho and about to go company-wide with this CRM. Can I assign specific permissions to personnel? Can I block the view of our Contact Manager and client list (example)?
Multiple Accounts Associated with One Contact
I understand there is no possible way to associate multiple accounts under one contact without duplication. I was able to work around this by creating a Lookup Field called "Contact Name" in the Accounts module. However, now when we have Zoho CRM integrated
Problem: Workflow & Button Trigger Order Issue
I've run into an issue with the CRM where workflows & custom button actions are triggering in the wrong order. Simplified User Actions Scenario - Update a field to trigger workflow which sets field status to "In Progress" - Clicks Custom Button which
Do you have a CRM Horror Story? Tell us and get a chance to win a $100 gift card.
Hello everyone! We hope all of you are doing well. In celebration of the ghostliest month of the year, we at Zoho CRM want to hear about your own horror experiences with your CRM. We are looking to hear from salesmen, sales managers, business owners
Zoho Calender event - Email Notification
Hi, After scheduling a meeting in CRM calendar manually I don't want to receive an email notification saying that I have scheduled a meeting on so and so data and time Please refer to the screenshot below which shows the email notification that I would
Updating multiple fields with a workflow function
I have a custom module called Listings and a workflow that executes this function as an instant action when any record is created or edited. listing_map = Map(); listing_name = street_address.proper() + " - " + mls_number; listing_map.put("Name",listing_name);
Editing Text Content in Email Templates
Hi, I'm experiencing issues with modifying email templates in both CRM and Campaigns. Creating a new one is fine, but once it has been saved, I am unable to make any changes to a text box content type. This is happening regardless of whether I try to modify a Header or standard Text content block. Tested on three different computers and two different browsers (Chrome, Firefox) with the same result. Any help would be really appreciated. Kurt
Zoho CRM integration with XERO
Hi there, I have heard that Zoho can integrate with Xero, can you please confirm if this is true. If so, when? If not, when will Books have payroll?
24 hour clock in Zoho CRM
Now there is only 12 hour's clock in Zoho CRM. In many countries the standard is 24 hour's clock. There is very important to can change that settings in Zoho CRM, just like in Zoho Projects.
Code to connect modules
Hello, In our opportunity module, it's possible to create benchmarks, which is another module. There are a few things we want to do with these modules. 1. Once a benchmark is created we would like the contact for the module to be automatically updated
Request URI too large for inserRecords API
I m using insertRecords api to upload contacts from android to zoho crm server. https://crm.zoho.com/crm/private/json/Contacts/insertRecords?authtoken=my_token&scope=crmapi&xmlData=encoded_data The characters count from xmlData is near 12K. Server throws message as Request URI too large. I've tried the same request in rest client and postman. Got the same error. Should I limit the no of records for uploading? I did already as 100 records. Zoho CRM api doesn't support to send via post body. How to
Mass email contacts with recent QUOTES only
I am trying to mass email contacts in our database that have recent quote activity but have not found any means to select based on that criteria. Our sales rep did not email the quotes he created in zoho using the zoho email application so the last activity
Dynamic Picklists
Hi, Is it possible to add dynamic picklists in Zoho CRM, as can be done in Creator? https://www.zoho.com/creator/newhelp/fields/add-to-picklist-dynamically.html Or is there another way to filter selection, for example of a look-up field?
Recent Items
Recent items under Zoho CRM is not updating. It appears to be stuck about a week ago. This is happening across my entire organization.
CRM Workflow vs. Marketing Hub
Greetings. There are a LOT of ZOHO components... overwhelming, really. Which to use, how to integrate. I am currently using workflows with CRM to communicate with new leads via online forms that come into my database. Based on Lead Source, various workflow
CRM to Google Calendar Sync Issue: One Time Meetings
Has anyone else come across the issue where some one-time Zoho CRM meetings do not sync to their Google calendar? I set up many of the meetings for our organization directly from the CRM calendar. Recently, random ones will not sync. I conducted a chat
Countdown in Forumla field
Is it possible to get a countdown in formula field? I have a date of birth field, and also an age field. (Year(Now())-Year(${Contacts.Date of Birth})-If(Month(Now())*100+Dayofmonth(Now())>=Month(${Contacts.Date of Birth})*100+Dayofmonth(${Contacts.Date
Default Order for getRecords
Hello, I would like to know the default order in which getRecords returns records. In short, I need to always be able to select the most recent record and will not go about designing a function that selects the most recent record if the first record in
Zoho Mail and Zoho CRM login access
I use Zoho Mail and Zoho CRM. It is possible to have separate credentials (Password only)? I will need the same email user name, but two different passwords for Mail and CRM.
Searching Attachments
Is it possible, via the global search (or other search) to search text within attachments and/or notes?
Automatically Update "Lead Owner" to the last user who updated the lead
I have multiple users working on leads and would like to automatically change the lead owner to the last user who updated the lead. For example, all leads come into Zoho CRM with the same lead owner. Our call center staff are not assigned these leads,
Auto-updating custom module's date filed based on deal's starting date
Hi there, I'm trying to create custom function which auto-fills custom modules date by referring deal's date. We're running a photo studio and there are some rental clothing (custom module). What I want to achieve here is when we create shooting details
Lead Conversion & Account Creation
Hello everyone, We need to create accounts for every lead conversion. We have residential and commercial customers. The system defined field "Company Name" required for account creation is thus confusing for our team, since we need to create accounts
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