How do I Set Margins for Invoices?
Hi, I'm trying to create a customized invoice in Zoho CRM based on the invoice template we currently use, which is a Word document. I'm 90% of the way there, but when I go to print, the invoice fills the page and some of the text falls outside the printable area and is cut off. I've tried using HTML code to set the margins, but whenever I use standard code for this type of formating (i.e. body styles) the html editor just deletes it. How can I specify the margins on my invoices so they don't generate
Why we chose "OAuth2.0" over other authentication methods?
Hello everyone! While there are various authentication methods available for REST APIs, we use OAuth2.0. In this article, we are going to discuss the most popular authentication methods, their pros and cons, and the reason why we chose OAuth2.0 over other authentication methods. 1. HTTP Basic Authentication As the name suggests, HTTP basic authentication is the most simple and straightforward form of authentication, and hence most vulnerable. In this authentication method, the user passes the username
Parent Account
Can I create a view where I see only the Parent Accounts?
How to manage and segment multiple business data in Zoho CRM
Today, let us see how to manage and segment data when you handle multiple businesses in Zoho CRM. There are businesses that have different products catering to different verticals . For example, an insurance company handles Health, Vehicle, and Property insurances simultaneously. Each segment has its challenges. Insights and management of data by segment is essential to channelize sales efforts. Zoho CRM helps you segment the data and manage them effectively. Let me show you how this is done if the
Audit Logs - Word of the day #45
The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho CRM. Audit logs are helpful to determine what has happened before and after an event, and also to identify records associated with certain events. Users with administrative profile can access this feature. Here's a knowledge-base article on working with Audit Logs. Check this quick video on Audit Logs. Previous 'Word of the Day': Autoresponders Next 'Word of the Day': Web Forms
Some 1500 Missing AccountNames after import Contacts 60.000
I imported some 60.000 contacts and tried several times to re-do the import of Accounts/Contacts, with mapping to AccountNAME, which is in the CSV file. After checking the CSV files DOES HAVE ALL THE FIELDS of Account name and Contacts,first/lastname. I use separate CSV files for Accounts and Contacts. I do each time 22.000 import,(because of filesize) first the Accounts and the second import of Contacts. Everything OK after 3 x imports 3x22000. Everytime after all imports there are some 1500 Contacts
CRM & INVENTORY SYNC
1) Sales Orders and Purchase Orders created in CRM do not show in INVENTORY. Purchase Orders created in CRM can not be advanced. 2) Zoho Inventory modules and not displayed in Zoho CRM under a custom tab Zoho Inventory as it stated in: "Sync Transaction
Adding a Contact Field to the Contacts summary in Accounts
Is it possible to add a field (i.e. Title) to the Contacts list directly below the business card in the Accounts view? I am not speaking of the Contacts list that appears further down the page, but the one at the top. It currently has only name and email address.
Analysing Stage History with Reports
Hi all, I'd like to be able to produce a report where I can see the time spend (average, median, max and min) for every stage in potentials. Right now, I have the problem of only being able to produce a report that gives me the time spent on the present stage of the potential. The goal is to be able to measure the efficiency of the sales team on which stages they spent most of their time (or less). I want to identify which stages are the bottles necks and which aren't. I know I can see the time spend
Autoresponders - Word of the day #44
Autoresponder is a feature in Zoho CRM used to automate scheduled follow-ups with your leads/contacts. These come in handy when you wish to plan drip campaigns. Here's a knowledge-base article on managing auto-responders. Check this quick video: Previous 'Word of the Day': SalesSignal Next 'Word of the Day': Audit Logs
Sending Survey by Mass Email (as template) - Resending to those who do not respond
OK, this should be simple but I can't figure it out: I created a template in CRM I sent as a mass email - All good! I now want to re-send the email and/or a new email to those who either did not open or did not respond Is there an automated way to do this, or do I have to do it manually? Any advice is appreciated.
CRM Lead Magnet, Forms or MarketingHub for forms on a website?
I want to add forms to my WordPress website. I want the forms to pass data to Zoho CRM and I will want Zoho MarketingHub to automate processes on the website. So, which Zoho forms plug-in should I add to my website: 1. Zoho Forms? 2. Zoho CRM lead magnet? 3. Zoho MarketingHub? Many thanks Steve
Why cannot I remove the "Closing Date" from Potentials please?
Hi In my industry we can take 1 month or 2 years to convert a Potential into a PO. So I have to keep entering a meaningless Closing Date every time I convert a Lead to a Potential on Zoho. Is there a way of getting rid of it please? Thanks Nick
Zoho CRM Sent Email and IMAP Email not showing up in the same list
Hello, I'm currently migrating to Zoho CRM and run into a situation where Zoho CRM is difficult to use and wonder whether I'm doing something wrong. Here's the situation: I have IMAP integration set up and I can see contacts' emails on their contact page and also the SalesInbox. So this part is working fine. Also I'm able to send out emails through Zoho CRM, very nice. The problem: the emails from IMAP (usually emails I receive from clients) and the emails I sent through Zoho CRM can't be displayed
Email Security
Hi, Am I able to decide (on-the-fly) whether a particular email should be visible to everyone or not (confidential)? We currently use a system where emails can be set to be confidential to a set group once it is received on the CRM. This could be an email with sensitive data in it or a delicate contract for example. Such an email would be made accessible only to the accounts team rather than everyone.
Random number generator (Lead Module)
Hi All, Does anyone know how to assign a random number to a new Lead record on creation? At present, the Lead Module assigns an id number to reach new record in sequential terms. This isn't going to cut it for our needs. Many thanks in adv, Marc
Search within emails
HI, Are you able to search for content within emails? I'm testing this out and nothing is showing in the results. These emails have been just created.
Exception while generating Access token: ZohoOAuthException. Caused by : Access Token has expired.
Following the guide from the developer console and using the Java SDK (2.0.1), I was able to generate an access token - but for some reason it throws an exception saying the token has expired. It is quite clear from the logs (I have masked some properties): Dec 17, 2019 4:50:56 PM com.zoho.oauth.client.ZohoOAuth initialize INFO: Zoho OAuth Client Library configuration properties : {minLogLevel=ALL, currentUserEmail=support@een.com, client_secret=client_secret, redirect_uri=http://www.example.com/oauth2callback,
Get Leads returns "Authtoken support is deprecated"
Hello, When I send request "Get" https://www.zohoapis.com/crm/v2/Leads/{my_record_id}, API returns me the next response: { "code": "AUTHTOKEN_DEPRECATED", "details": {}, "message": "Authtoken support is deprecated", "status": "error" } Example: Get https://www.zohoapis.com/crm/v2/Leads/123456789 Headers: Content-Type:application/json Authorization:{my_Auth_Key} Please let me know how to fixed the problem.
Using personal email to reply from CRM
Hi, When replying to an email added on CRM, are you able to do that with your personal email address instead of a general one?
Criteria Deal "Closing Date" not appearing in Analytics or How to KPI closed deal this quarter
Hello to the community, I am going nuts on this one, I am trying to get simple KPI to display on my "Analytics" dashboard pannel : Value of the deal closed this quarter. I just cannot figure out how to it. Support sent me a picture on how to set the KPI but they use the "Closing date" criteria and I don't have. Here the support capture and mine. Am I the only one ? Do you see the "closing date" criteria ? The support KPI My criteria list
Apparently, there is no reasonable or feasible way to mass update a record's related list
I have a module called “Properties” I have a module called “Segments” each Segment record will have a related list of several hundred properties and each property may belong to more than 1 segment (yes it’s a multi-lookup field) Lets say I have a Segment record called “Chenai-Krishna” and I need to select several hundred properties to add to its related list “Properties” below. My problem is there is no way (and definitely no good, simple or reliable way) to select a few hundred Property records
Layout Picklists
Greetings. I have three different layouts, cloned and modified off of the Standard Layout. I changed the Lead Status - Picklist value in the default Standard layout, however, that update has not completed across the other 3 layouts. If I go to a cloned layout and try to edit the Lead Status Picklist with the same choices, I get an error that there are duplicate choices. Will the updated Picklist be seen in the other 3 layouts? Please advise. Thank You.
SalesSignals - Word of the day #43
The SalesSignals feature in Zoho CRM provides real-time notifications from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. SalesSignals improve timely communication and enables you to follow-up with your leads and contacts and close deals quickly. Here's a knowledge-base article on enabling SalesSignals in your Zoho CRM. Check this video on understanding
PandaDoc like function
We used to have multiple different systems to do various functions for our day-to-day business for years. In the last year, I have been able to migrate the majority of those systems to the Zoho platform. However, I'm stuck with PandaDoc at the moment for proposal and purchase agreements. We currently have a handful of template documents that we can send to a lead to overview and they can select various options depending on the purchase. As shown below, we have subsections with subtotals and a grand
Improving Outlook Plug in- add a manual refresh of Side Panel
The Outlook Plugin Side Pane is so slow with jerky screen refreshes, it is unusable. So it gets disabled by most users. Why not make an option for a manual refresh instead of constantly trying to keep up as users move through their email. It could allow you to view your emails normally, but when you wanted to augment one with more info from Zoho CRM, you click on a button for the side pane to appear and pull data. But then it stops refreshing data when you move to a new email. If you
Need Deluge code to enable merge date from a Deal and a Books Sales Order
I want to merge data from a Deal and data from a Books Sales Order (not the native CRM Sales Order) to render a contract. If you can write the code, please let me know.
Migration - Importing Data with Owner ID, Created By ID, Modified By ID
We are new to Zoho CRM, and are in the process of moving our data over. Everything seems to going OK, except we cannot get the Owner ID, Created By ID and Modified By ID values to match properly. I have been using the Data Import/Migration feature (for "Other CRM"), and am trying to import Accounts and Contacts. There are fields in the data for Owner, Created By and Modified By. Our previous system used a user email address to indicated Owner etc. We have made accounts on Zoho for each of our users,
Complete Inbound Call
For our sales team and front office, we would go to the Account, select OPEN Activities, and then have an option to complete a call, put time in and description. This function is gone and tech support said it was pushed Globally to all users. I need to complete inbound call and not create a call, then close it.
Permanently disable Zoho pane in Outlook
Outlook 2013 on Windows 7 64-bit with latest CRM plug-in installed. Is it possible to permanently disable the right-hand Zoho pane in Outlook? You can close it but it comes back as soon as you select another message.
Tags - Word of the day #38
Tags are unique identifiers that can be associated with your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For example, there may be few Leads in your CRM account that requires high priority. You can tag those Leads as Important, so that you can easily filter them from the other Leads in your CRM account. Tags in Zoho CRM are specific to each module. You can add unique
Subform Limitations - flexible amount of phone numbers.
I just read in the Zoho CRM API that the number of entries in subforms are limited to maximum 200 entries for *ALL* records: A module can have a maximum of 200 subform records with each subform having a maximum of 100 records I've been told I could use a subform to store a flexible amount of phone numbers to my contacts record using a subform. However, I have 50000 contacts. If only 1% would have 1 additional number in the subform, I'd already be above the limit. Am I right or do i misunderstand
Insert record into related module.
I try to insert record into related module. Deals/Contact works .but the same code in Product/Accounts didn't not work. The code like below. Does anyone have idea? id = 3410123000001028334 mp = Map(); mp.put("Contact_Name",id); update = zoho.crm.updateRecord("Deals",3410123000002124026,mp); info mp; info update; id= 3410123000001028334; mp=map(); mp.put("Product_Name",id); update = zoho.crm.updateRecord("Accounts",3410123000002321116, mp); info mp; info update;
Document Library - Word of the day #42
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date and relevant. For all these, you need a document repository, a place where you can organize and manage all your business related files and also share it with people in your organization. The Documents tab in Zoho CRM acts as a library where you can upload
Portals - Word of the day #41
Portals, are designed to give your customers access to part of your Zoho CRM. By creating portals, you can extend access to your Zoho CRM account to your customers. Through a portal, your customers can access the modules and some of the associated data such as products, invoices, and notes. They can also view, edit, or create records or add notes and attachments. Here's a knowledge-base article on creating Portals. Check this quick tutorial on Portals. Previous 'Word of the Day': Validation Rules
Can I convert contacts to leads?
I'm new to CRM and created a lot of contacts, when really they should be leads. Is there a way to convert them? Or perhaps would i have to bulk export contacts and bulk import as leads?
Due Date - Format
When creating a task, the format say MMM and D Should it say MMDD 05 for May 12 for Day
Training attendance in CRM
I have a consulting business and we offer public training sessions as well. We may have several organizations sending different participants to one of our training sessions. We would like to track the attendance to these workshops, including the ability to look at a contact and see what workshops (if any) that person has attended. I thought using Events would work, but it appears you have to actually invite them via email and have them respond, and it does not show who actually attended the meeting
Zoho CRM Office 365 integration
I am the Superuser for Zoho CRM and have installed the Office 365 integration. This has given me a Zoho CRM Contacts folder in my Outlook, both in the 365 version and also the desktop app. But none of the other Office 365 users in my organisation can see that Contacts folder. They can't view the addresses in there and when they start typing a name or address, it doesn't pop up as an option for them. Only for me when signed on as my self. What do I need to do so that the other Office 365 users
How to Generate CRM API Authtokens
Where can I generate a Zoho CRM API Authtoken? The option to generate a new one does not appear on my Accounts page settings, I can only see tokens I've generated in the past. Please advise.
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