Kaizen #52 - Currencies #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss Multi-currency in Zoho CRM. What will you learn from this post? Multi-currency in Zoho CRM Managing multiple currencies via Zoho CRM API Enabling multi-currency for your organization Retrieve currency details Add new currencies to your organization Update currencies Multi-currency and Inventory modules in Zoho CRM 1. Multi-currency in Zoho CRM Multi-currency support in Zoho CRM lets you carry out business
Create many-to-many association between records within a module
Hello Everyone, We are now allowing many-to-many association between records from the same module using the multi-select lookup field, that is, a record from a module can be associated with another record from the same module. For example, in an employee database you can use a multi-select lookup to associate other employees as manager or subordinates of an employee (record). The related list of the employee's record will display his manager and subordinates. You can click the + Assign button to
b2b AND b2c Setup
Hello: New to zoho here and just trying to get set up and wrap my head around the system. We sell 95% B2B but the occasional B2C. In other words, in most times, we have an account with a contact. How can we utilize the system to also include the occasional direct sale to an individual? Any tips for this hybrid scenario? We'd like to set it up properly before starting to add all the data. Thanks!
Weekly Trigger for workflows
ZOHO only offers monthly or annual triggers for all workflows. How do we work around this? We have a huge demand for weekly workflows.
Sandbox Available For Trial Editions
Hello everyone, Users in Enterprise, Ultimate and CRM Plus trial editions can now create Sandbox accounts. Below are some important details: Deletion of Sandbox account: The Sandbox account will be deleted after the grace period of 30 days if the user or org downgrades to free edition or other editions that do not support sandbox. Refresh Sandbox: The trial users will not have the option to refresh Sandbox. The option will be disabled for them. When Sandbox account will not be deleted? In two instances
Updated values imported from CSV not visible in Timeline?
Hello, When importing a CSV file to update a current record, changes that are applied do not appear in the Timeline. Is there a way to make the changes show in the Timeline? For example, you have an account called XYZ, which was originally named ABC. I'd import the account with name ABC first, and then import a second file with the current name. The name shows XYZ after the second import so the account was updated, but there is no record of the field change from ABC to XYZ. I don't care that the
Quickest way to record payments
Background - We have just started using trialling Zoho CRM. We are a language school with 12 branches. Each school has over 250 students who pay each month for lessons. Currently there is no automated systems for recording payments (this will hopefully change in the future). Previously using Excel we could quickly go through the bank statement and note down payments at the end of the month. We would like to be able to track payments in Zoho so we have am idea of customer value. Recording a deal
Can I get the weekday from a date in an email template
Hi. I've created an email template associated with Deals, and I can use it to get information from the Deals module for example. I would like to get the weekday for a date variable. So, for example I have a variable ${Deals.Workshop Start Date}, and I would like to get the weekday for that date, so that the email will say, for example 'Looking forward to meeting you at the workshop on Thursday'. How could I achieve that? Is there a global function I can access from within the email, or could I create
Revamped Analytics module is now available in the latest version of Zoho CRM Android mobile app!
Hello All, In the latest version (v3.5.0) of the Zoho CRM app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down the finer details on the go. We now display all the Analytics (Dashboard) components in the CRM mobile app. The newly added components are: Quick Charts KPI Heat Map Line chart Comparator Anomaly detector Target meter Funnel Cohort Quadrants
Zoho Creator and Document Server
So I am designing a website through Zoho Creator and using Pages. There are documents that are connected to the CRM and others that do not. Is there anyway to fetch the PDF of a Purchase Order or Invoice directly using APIs? Otherwise, we would have to use the Documents Portal inside Zoho CRM. How do we restrict access to Documents based on the Customer Portal (Not Users) and its permissions (assuming we will do the fetch based on a URL given by the Documents Portal inside Zoho CRM)? For our documents
Zoho Phonebridge to customize auto call log for missed call
Zoho Phonebrige Customization options: Are there option available in Zoho Phonebridge to customize auto call logging feature for missed calls Any option for customize activity call subject structure in PhoneBridge
Convert Stage Id to Stage Name
When querying the Stage_History of a record it returns { ... "Stage": "33354123000061234" ... } How do I go about converting that Id into the display value?
CRM Blueprint: Wrong next step selected
How can we manage situations where a user accidently selects the wrong Transition when using a blueprint? In our version of 'Lead Nurturing', there are a few stages where there are multiple options (including 'Not Interested' and 'Dead Lead'). If a user accidently clicks the wrong one, how do we reset the value?
How to associate a task with a deal using a workflow rule?
Hello, Background When a deal is created I send an automated welcome e-mail to the contact. When the contact replies, the e-mail is correctly (and automatically) associated with the deal. Now I want to create task for each reply, because the reply may be not noticed. Do you think this is the right thing to do? Or is the message notification on the top right of the navigation bar sufficient, to make the user aware of a reply? Create task from inbound e-mail and associate it the deal When there is
Update an field with contents of other fields (using as variables)
Hello! I want to use field update to update an field - but with variables. How is this possible? if Briefanrede =! "Sehr" → Anredekomplett = $Briefanrede $Vorname, else Anredekomplett = $Briefanrede $Begrüßung $Titel $Nachname I want to get an "Letter salutation" field formal or informal Briefanrede can be: Sehr geehrte, Sehr geehrter, Liebe, Lieber, Hallo, Servus, Moin, Hi Begrüßung can be: Herr, Frau Titel can be: Prof., Dr., Prof Dr., Consul, … How can I do this? :) Thanks!
Assign products to specific users
Hi, i can´t find a proper solution to assign products to specific users. That´s the requirement: We have a wide range of products in our system. Some of the articels should only be available in the quotes creation process for a specific user group. Other user groups should have access to totally different products. Up to now i tried to assign products to price books or price lists, but i was still able to choose products from the whole product cataloge. I also tried to set the products modul to
zoho import sucks
Hello I'm using 1 user version of zoho and the csv file that i have contains 900 records. According to the maximum limit, 1000 records can be uploaded one time. but it keep getting the error message FILE CANNOT CONTAIN MORE THAN 16 ROWS. Can you let me know how to fix this. Thanks.
ARE YOU A CRM SUPERHERO? [INFOGRAPHIC]
The role of a CRM administrator is so dependent on the sale process that what it takes to be successful varies from industry to industry. Through research, our goal was to tap into the common factors across the board that help CRM admins become leaders and guides in their field. We wanted to know: How are other CRM role models achieving success? What are the best practices in the CRM administration? Is there a definitive guide for CRM admins? We reached out to a little over 1,000 CRM admins across
zoho crm failed to send a email template with designated hyperlinks in the email, instead, rerouted my customer to zoho links
please open my steam crm account...and do a search for "complaint#1062020Steam" There you'll find the our potential customer with phone# ending 2688,... whom did not complete the $6000 sale with us because the email we sent him using zoho crm didn't have the hyperlinks working in it properly.....very odd,...very disappointing...the zoho crm scrambled the email hyperlink and didn't include them properly,..when I went and looked at the recent emailed subject "diligence" to this customer,..I saw the
Map Dependency Field in Potential Module
Hi, I want to have Stage as a parent field and a custom field as a child for the map dependency option. The Problem here is Stage field is not listed in the parent field. Why it is not listed? The problem is with my org or is it a restriction?
Zoho Webform - Multiselect field
Hi, I have created a webform for my webpage which has a multiselect field. On mobiles you can select multiple options fine, however, on a desktop you can only select one at a time. How do I fix this please?
Stage field is Read only
I am unable to advance the Stage field for a potential in Zoho as it is showing as read only. Until today I was able to edit this feild. I have checked with my administrator and he says my permissions allow me edit the field. I am on Safari. I have tried Chrome but the problem persists. I have also tried a hard refresh. Any ideas? Cheers.
Function to SPAM when Phone field contains letters
Hello, I have some issues with spam in my webforms. Could you please provide a function that moves to trash the contacts automatically when the phone contains letters? Thank you
Email merge field to insert Products from a Deal
Group: I am once again knocking on your door in search of the wisdom of the Zoho community. I am putting together an email template to send to a contact that includes the details of a Deal. I'd like to include the Product that's been added to the deal, but Product doesn't seem to be an option in the list of Merge Fields. Any idea how to get a product indicated in the native Related List within the Deals module to populate in an email.? I understand that we can add a Lookup field to the Deal that
Showing only the newest stage history in a report
I'm trying to incorporate stage history in reports and it's surprisingly difficult. 1. Adding the Stage History table appears to do a join on that table and Potentials, which makes sense. How do I get Zoho to show only the rows where the Stage modified time is newest for each Potential? I don't want ALL the history, just the most recent. In the report I want to show the current stage and when it was last assigned that stage. 2. Why does the "Stage (Stage History)" criteria option force me to type
Zoho Sheet + CRM + Workdrive
Hello, I am looking to use a button/link to open a Zoho Sheet Template in the CRM and store it in the current record's Workdrive Folder. I have end users that love to work out of spreadsheets and would love to save them a bit of setup time. Any help would greatly be appreciated even if only part of this process is possible.
Clearbit Extension for Zoho CRM is great - can we auto populate fields in CRM ?
The Clearbit Extension seems quite useful as it appears inside of the Contacts, Accounts and Lead Modules, just under the Business Card spot. I'm just wondering if anyone has managed to get that info to auto populate CRM fields such as Image / Logo ( 'Accounts Image', 'Lead Image', etc) Description Social links URLS ..Or even maybe found another similar solution for enriching data within Zoho CRM? Thanks
Leads Module
"select all leads in this view" option is not available anymore in my Zoho CRM but its still showing in the Accounts and Contacts modules.
Zoho CRM: assign task to user in user field
Hi, I would like to assign a task to a user in my Deal module which is not the Deal owner, but rather a user assigned to a custom "User field". What would be the function to: 1- Fetch the user ID 2- Create task and assign to user 3- Relate task to Deal The API name of my user field is: "User1" Thank you!
Accidentally deleted sync account
Hello, We accidentally deleted the user account that was used to generate the Zoho Services Communication key for syncing between desk and CRM. When we try to delete the sync integration to build a new one with a new ZSC key, it tells us we need to enter a valid ZSC key, but the person who generated that key is no longer with the company and his account has been deleted from Zoho. Any idea how to fix?
I don't want zoho form redirect
Hello! I'm new in zoho forum. My problem is this: I have a form zoho integrated in my website in a page that is processing data from another form and take the variables in the zoho form. <form action='https://crm.zoho.com/crm/WebToLeadForm' name=CANCELEDINTHEPOST method='POST' onSubmit='javascript:document.charset="UTF-8"; return checkMandatery()' accept-charset='UTF-8' id="formid"> <!-- campos editaveis --> <input type="hidden" name="First Name" value="<?php echo $first_name?>" /> <input type="hidden"
Trouble Uploading a File Using InvokeUrl through Box API
I am having trouble formatting the parameters to upload a file through the Box Api using InvokeUrl. I have included a sample Box API request for reference. I'm not sure how to handle the "file" in the request. I have tried many variations without success. I have pasted the code I am using without addressing the "file" in the request. Any help would me much appreciated. I am getting a 400 error code from Box. /*BOX API UPLOAD FILE REFERENCE curl -i -X POST "https://upload.box.com/api/2.0/files/content"
OR option for "required" fields in layouts
I'm not sure if what I want to do is currently possible. My use case is this. I make a deal and I want to make the lookup fields required to match the deal to a lead, contact, or account. But I don't need, or want, to make all these fields required at all times. I need *AT LEAST ONE field required for the deal to validate. I've tried setting this up in blueprint, but that works off condition->trigger system which does not let me use the lookups as primary field for conditions. If I'm doing something
The most efficient way to map options from options fields from ZForms to CRM
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to map the sub-field options in the field. This is creating duplicate and tripled values becasue the option on the form is not exactly the same as the options in the CRM. The reasons to this are: language and that in the form is more detailed the option;
Zoho CRM - Copy mailing address between Contact and Account
I need to print an address for a mailing. The issue is the address is under the account, and the name under the contact. Is there a way to do this? I was thinking maybe there is a way to copy the address to the contact, and then just print from there. (I did ask this question a few days ago, and incorectly said the address was under lead.) Thanks
Zoho Sign Templates for Sales Order
I would like to be able to send the CRM Sales order for digital signature. What options have others discovered to accomplish this? I don't want to use the estimate because we have created intense parent/child relationships specifically for the Sales order module.
Copy Account to Contact information
I'm an ACT! user evaluating ZoHo. One of the things ACT! does is allow you to either create a Contact *from* a Company (Account in ZoHo), which creates a new Contact record with most of the common fields populated *from* the Company record - like address, phone, etc - and all you have to do is fill in the Contact name and email. Or, if you create a Contact first, you can create a Company (i.e. Account) record from that contact, and it will *take* the Company name, address, phone, etc and create
Delete all Leads/Accounts/Contacts??
I've uploaded about 30,000 contacts and leads to Zoho CRM. I just realized I upload lists that I haven't de-duplicated yet. How can I completely remove all the data I've uploaded? If I used mass delete I can only delete 100 contacts per page, this would take forever.... is there a faster way? Or is there way to de-dupe accounts/leads in the CRM itself?
Different email notifications to send based on same blueprint/transition
Have a question related to blueprints, transitions and workflows. I am trying to create a blueprint to manage the leads generated in CRM from chats missed in Zoho SalesIQ. The automatically missed chat lead is created with the country field filled based on the visitor's IP address. If we miss a chat overnight, we have a list in CRM with all of them and we have a blueprint to follow up with that person. See below: Now, I know I cannot have more than one transition to the same stage. Also found out
2 Way Calendar Sync with Zoho CRM
Currently experiencing some issues with Sync of Zoho Calendar and Zoho CRM Which of the following options provide a 2 way sync with Zoho CRM 1. Zoho Calendar 2. Google Calendar 3. Outlook (Office 365) Just finding it frustrating currently as so many applications give the option to add appointments to Google and Microsoft only. Any advice, opnions or suggestions would be much appreciated
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