ZOHO SIGN INTEGRATION improvement
First, let me thank you for improving the integration to zoho sign so that we can add template, then send. Before, we have to move to the zoho sign platform, then have to add sign fields (and arrange them to make the document look most professional) before we can send. What a hassle. Now I'm not sure if this suggestion applies to CRM or Sign, but we need to add a way to have a universal message to recipient so that we don'g thave to spend time writing the message each time. We also need to improve
Signature Capture Field?
The most important reason for me to use ZOHO is for documentation of training, process records, etc. These need to be done by users on the floor with the ability to capture a signature. When will this option be available?
App Spotlight: B2B Leads for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. B2B Leads for Zoho CRM B2B Leads for Zoho CRM powered by Red Flag Alert allows you to gather prospecting data on businesses that fit your ideal customer profile. With access to data on over 6.5 million UK businesses and seamless LinkedIn integration, save valuable time when researching your prospects with company details such as turnover, credit limits, health ratings, and contact
Introducing IDX Broker, Mapsly, Acefone and 10 other Zoho CRM extensions
Zoho Marketplace releases IDX Broker along with 12 other Extensions for Zoho CRM. Here's a list of new releases for Zoho CRM, April 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Mapsly: Map extension for Zoho CRM View and
Allowed phone number characters
Hello, To stream line our phone numbers for leads, contacts and accounts, what are the allowed characters ? (so they are recognized by our sip provider. + for international calling , for a 2 second pause ; for a wait Are others characters allowed and which one, or none ? The goal is to be able to add extension and or keypad navigation to the phone number. Thanks.
Setting task reminders
I am trying to set reminders for tasks that we have created in Zoho CRM. The instructions on this page (https://www.zoho.com/crm/help/activities/create-activities.html#Set_Reminders) do not work because there is no 'reminders' option. Are there newer instructions? I am only able to tick a box for 'email notifications' but it sends an email immediately, not on the due date.
Feature Request: Multiple signatures for CRM emails (sending)
It would be great if you had the option to send emails from a CRM record using different signatures. As an example, sometime's I like to send email with a signature that includes my mobile number, other times I don't. Would it be possible to implement
App Spotlight: Company Credit Checks for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Company Credit Checks for Zoho CRM Company Credit Checks for Zoho CRM allows you to automatically import key financial data of over 6.5 million UK businesses into your Zoho CRM. Essential financial information such as credit limit, company health rating, and creditor days allows you to make informed decisions when deciding what credit terms to offer your customers. Get the app
How do i remove the sales signal so it only shows me feeds in notifications.
We don't use sales signals, as the only Zoho application we currently use is the CRM. Under the notification bell we have the choice of seeing sales signals (which we have none) or feeds. As we have no sales signals i would like to only see the feeds when i click on the notification bell. Currently we click the notification bell once we have a notification then have to click to feeds whihc takes forever and a day to load. For some odd reason its quicker to click feed then click slaes signal then
Can not add leads
Hi, I'm trying to use the free edition of Zoho and want to add leads. Although there is not a singel lead yet in Zoho, when I want to start the first lead I get the information: You have reached the maximum limit for this action in your edition I tried to import the leads from our Pipedrive account but that did not work. Has anyone an idea how to fix this? Without leads the system is not useble for me. Thank you in advance! Roel
Opportunity Tab Showing Nothing
My opportunities show up in every location but nothing is showing up in the tab? Any ideas?
Call function auto adding extra digits
When ever calling through my computer and sending it to my phone. It adds digits in the numbers. it is doing it for my whole team.
Custom Function: Refresh Page
Hello I am calling a custom function from a Contact Form Button to update the current contact (and other company contacts) The following works nicely...but I need to reload the current page to show the updated data on the contact page... accountId=input.companyid.toString(); iaccountId=input.companyid.toLong(); rec = zoho.crm.getRecordById(("Accounts"),iaccountId); resp = zoho.crm.getRelatedRecords("Contacts",("Accounts"),accountId); for each ele in resp { mp=map(); mp.put("Mailing Street",rec.get("Shipping
Sales Pipeline - Word of the day #28
A sales pipeline is a company’s repository of all combined sales opportunities that currently exist for a company across every stage of the sales progress. The sales pipeline typically ranks opportunities from lowest probability (least likely to close) to highest probability (most likely to close). Previous 'Word of the Day': Sales Funnel Next 'Word of the Day': Sales Stage
Linking Modules
Hello, Is it possible to create a workflow that triggers field updates in a linking module? For example if the field 'Appointment Status' is edited in the Appt Module, I want it to auto update in the linking module 'ApptLink'. I have a Grab button but I need this to happen automatically when a field is changed. The code I wrote is throwing back error. Any help would be fantastic! Thank you. Failed to execute function · Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function
Has anyone here created a sync between Zoho Contacts and Joomla?
Ive been looking for a way to either 2-way-Sync Joomla with zoho, or to somehow treat zoho as the source of authority. Has anyone tried this, heard of someone doing this successfully,heard of a product that can do this? Does anyone know what the issues are from experience?
Linking Modules
Hello fellow Zohoers! Is it possible to create a link or automation between two linking modules? Also, is there a way to mass update or mass assign in a related list? Thanks for your input!
How to create contact using Quick Create
Whenever I click on + contact as shown below, it takes me to the full length contact creation form. Can someone clarify how to create a contact using Quick Create? I checked help docs and saw lots of information about Quick create but I did not see any info on how to simply create a contact using Quick Create. Any help would be much appreciated. Thanks!
Embed Workdrive folder on CRM record
Hi I can generate new embed code for a specific Workdrive folder to put in it a web page, for example. Would love to see this embed view of a specific folder available on a CRM record. Anyway to do this? Thanks in advance
Add Status to related Product List
Hello, When i add a campaign to a contact, i can choose the Status of the campaign and get it displayed in the related list. Is it possible to do the same for products? So when i add a product to a contact, that i have a similar dropdown field? Pictures below, Regards, Andreas
CalDAV Server
Just evaluating Zoho CRM on a trial. We would like to Sync to our business email / calendar server. We are using Zimbra and can sync mobiles etc using Microsoft ActiveSync or IMAP / CalDAV. I have used both successfully. IMAP will be fine for our email. The CalDAV settings appear locked to your server (see attached snip). Can this be changed so we can use our server?
Can I mass associate contacts with a product? Or only 1 at a time?
Brand new user here. I am setting things up. I want to know if I can mass update contacts to all have the same product appear in their related lists section, or if I have to do it 1-by-1 for each contact individually? It would seem a giant waste of time to have to manually associate a product with each account and contact individually. I read the "associating records" help document but still confused.
Sales Funnel - Word of the day #27
The sales funnel refers to the cylinder-shaped visualization of a company’s entire sales opportunities in progress, sorted by the sales stage. Sales management and executives often refer to the sales funnel as a way of quickly gauging sales performance; a robust funnel across all stages is good, but a funnel with few or no leads across certain stages can signal future dips in revenue and subsequently operating cash-flow. A business typically has more early-stage, less “ready-to-close” opportunities
Drupal 8 integration?
Hi there. I trying Zoho mail and I wonder if there is possible to manage suscriptions by my Drupal D8 forms. I've installed "Zoho CRM Integration" module but it ask me for an SDK integration that I didn't found in Drupal 8. At the moment I only need to manage suscriptions to my feeds. That's can be possible without coding all the stuff by my own? Thanks for your time.
Updating contact when deal is won
Hi We're trialing Zoho CRM for a B2C subscription-based business with a few different products. So no accounts, just contacts who are either customers and potential customers. We need to be able to very clearly distinguish between the two – contacts who have an active subscription and those who do not. How can we make sure this happens? Right now, the way I see it, after a deal is won with an associated product, this information does not update the associated contact. So the contact does not become
Zohoapis.com Returns OpenSSL alert bad certificate
We are using PHP (Laravel) with Guzzle and calls to the API via Zohoapis.com are returning: cURL error 56: OpenSSL SSL_read: error:14094412:SSL routines:ssl3_read_bytes:sslv3 alert bad certificate, errno 0 (see https://curl.haxx.se/libcurl/c/libcurl-errors.html It seems the certs on that site are self-signed by Zoho. We note this error on both local environments and in Heroku.
Creating Zoho CRM Task - Remind_At Problem
Hi, In Creating A Task Using Flow, Is there any way to set the reminder to be a pop-up instead of email? I Tried using the Same syntax as it is in the Task Record: "ALARM": "FREQ=NONE;ACTION=POPUP;TRIGGER=DATE-TIME:2020-05-04T06:30:00+06:00" No Luck there... This is The Response: Zoho CRM says "Zoho CRM says 'invalid data'. Check the input for Remind_At and try again." I Saw That People have asked to Create This option in the CRM API Since 9 Years ago... Any News?
ZOHO CRM - Upload field validation
Hi , I have a scenario, during the stage transition in deals, system to check either set of fields are populated with values or the supporting document is uploaded in upload field before the stage is update. I cannot set any definite mandatory fields here as it is either or scenario. I tried through validation rule using function, the entity map variable does not have upload field or look up field to validate . I am not able to write work flow for upload field update. Any ideas or work around?? Thanks
MASS delete of ALL products
Is there a way to delete ALL products in the CRM? I need to get rid of MANY thousands of products and doing it 100 at a time is extremely tedious.
Getting leadId in custom function on button click
Hi All, I have created a custom button on lead and attached custom function to it. I added a string as an argument to that function. Now I want whenever someone click on button from view page of lead, it should send the leadId to that function. Or is there any way I can get current lead on my function. Thanks
Hot Leads - Word of the day #26
A “hot lead” is a term typically referring to a contact who displays a strong intent to buy. A sales representative may classify a lead as “hot” after a strong initial meeting, or an automated lead system may tag a lead as “hot” when a prospect performs acts commonly associated with intent to buy, such as requesting a free trial or a meeting with a sales representative. Other concepts related to Leads: Junk Lead: A junk lead refers to a contact that may have shown interest in buying a company’s goods
Community Digest - April 2020
Announcements: Update Zoho CRM plug-in for MS Outlook and MS Word by April 30, 2020. Check out the changes in the new UI of the record details page. Introducing new Zoho CRM extensions - RingCentral Video, WhatsApp Web, and 10 other extensions from Marketplace. Take a look at the newly launched Zoho CRM extensions - IDX Broker, Mapsly, Acefone and 10 other extensions Introducing new Zoho Desk extensions - Github, OnePage CRM, and 4 other extensions from Marketplace. Here's a list of the extensions
Why Cant You Delete System Defined Fields In ZOHO CRM?
Why is it not possible to delete system defined fields? For example, I am trying to delete the field "Closing Date" from Potentials but I cant. Why is this not possible? It should be.
Custom Function create record not triggering workflow rules
Hi, I have the following custom function code which is working as required: response = zoho.crm.getRecordById("Potentials",input.potential_id.toLong()); schedule=map(); schedule.put("SMOWNERID",response.get("SMOWNERID")); schedule.put("Revenue Potential_ID",response.get("POTENTIALID")); schedule.put("CustomModule1 Name",response.get("Potential Name")); schedule.put("Contact_ID",response.get("CONTACTID")); schedule.put("Total Amount",response.get("Amount")); schedule.put("Date of Payment 1",response.get("Date
Send emails for expiring quotes
Hi, I can set up a quotes-based template with the intention of emailing contacts to let them know the quote is/has expired but I can't see where I can action this.
Can not send out mass email from accounts module
I am trying to send out mass emails to some of my accounts. I try to follow the online tutorial. I go into accounts, I select the records I want to email by checking off the box. Where is the mass email popup the tutorial talks about? or am I doing the wrong thing? Any help would be great! Thanks!
Converted Lead - Word of the day #25
A converted lead refers a lead’s status change; it indicates that an Account, Contact and/or Opportunity has been created for the lead in the CRM system. A lead is usually converted after it has been qualified by the sales team as worthy of pursuing, however depending on the organization’s internal processes and guidelines, rules and timelines for lead conversion may differ. Check this video on Lead Conversion in Zoho CRM: Previous 'Word of the Day': Knowledge Base Next 'Word of the Day': Hot Leads
Variables
Hello, I am fairly new to deluge and have a simple question. If you use 'datasrc1' as a variable for zoho integration in one function, can you use the same term 'datasrc1' as a variable in a different function with a different zoho integration definition without it changing the definition in the first function? Or will all variables definitions in the database be defined as the original coding? I hope I am explaining this clearly. Thank you!
Where to translates Member Status in a Campaign?
Hello, In the Campaign module, when adding a lead or contact, each member has a status. In our case it is written in german. Where can I find the place to translated these entries ?
ZOHO CRM JAVA SDK version 2.0.x - Setting Proxy In Configuration Property
We are currently using Java SDK version 1.0.6. We are looking to upgrade to the latest version of the library 2.0.1. In the latest version of the SDK it seems the property files zcrmconfiguraiton and oauthconfiguration are removed and replaced by property map. In the 1.0.6 version currently we are setting the following properties: proxyHost= proxyPort= proxyUserDomain= proxyUser= proxyPassword= We do not see these being listed in the latest documentation. Can we still use them? This is very important
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