Please add international shipping option
We have USPS integrated to the system. everything works fine BUT international shipping is not available, AND tech support confirmed it even not a plan to add on for now. Could you please add this to your soon-to-be list? Thanks!
Getting tickets from ZOHO API V2
Hello everyone, I am trying to get customer tickets for showing them in our shop interface. I have access token. After that i post fetch this url: https://www.zohoapis.eu/crm/v2/Tickets/search?email=".$email I cannot receive the results, as it says wrong module?? On api V1 it worked, but we must use V2 since you are shutting down V1. ANy help here?
How do you keep track of all your workflows and custom functions?
Hello Team and Hello Community, Just want to know the best practices on how to keep track on all workflows and custom functions you have in CRM. In addition to workflows, we also have After Transition tasks, workflows and custom functions in our BLueprints. Reason I asked is that, I ran a custom function mass update and I mistakenly forgot that I have a workflow that will trigger every time a Deal is edited. End result was most of our Accounts had their billing addresses removed :( I know I should
CRM Deals Kanban
Hi, is there any way do select a numeric field for "Aggregate by" in the deals module of CRM? the help file sais you can aggregate by currency or numeric fields - however it is only letting me select the currency fields (and not a custom numeric field). - Thanks
Problem select Opportunity Layout when converting leads
Hi, In the Opportunity (Potential) module, I created 2 layouts In the Opportunity Settings. The 2 layouts are assigned to Adminitrators and Standard profile. However, when I want to convert a leads to a contacts and create an opportunity, I'm not able to select which layout... I can only select layout "a"... As an Administrator, what am I missing ? Thanks
Versions of ZOHO - Pricing on contact manager?? Getting different prices
Hi guys, I googled social zoho and it came up contact manager - I was already signed in to my free zoho crm. I pressed the trial button and it showed me it had worked - but the dashboard looked different and it had the social tab, which i wanted. For example, my activities and contacts already in - I couldn't see. After the trail this would cost me £12 per month which i am fine with. I then closed down the browser and the next time I logged in (with the same email and password) I got my original
Zoho CRM Android App: Multi-language Support
Hello everyone! We are glad to announce about the new features and enhancements that we've brought into the latest update of the Zoho CRM Android app (v3.3.52). ** Zoho CRM App is now multilingual with support for 20 languages. Below is the list of languages that are supported in the app. • English [British] • French (Français) • German (Deutsch) • Spanish (Español) • Japanese (日本語) • Chinese [Simplified] (简体中文) • Dutch (Nederlands) • Portuguese [Brazil] (Português [Brasil]) • Turkish
Advice Please
Hey everyone, We are a small company with a tiny sales force and we have a subscription to the CRM. I have a basic question, hoping for some advice. In order to get things moving I want to be able to have my salesman do this and and then I want to be able to track it. So may salesman walks into to either an established or new account. Has a conversation about a new product - customer wants a quote, you get the drift. Where is the best place for him to store that basic info along with the notes so
How do I search contacts by account parameters (EntityId) (C# API v2)
Hi, I can't GET Contacts for a specific Account. We have this : ZCRMModule module= ZCRMModule.GetInstance("Contacts"); BulkAPIResponse<ZCRMRecord> response = module.SearchByCriteria("(Full_Name:equals:FULL NAME)"); But i need as Account information (example) "Account_Name": {"name":"Patricia""EntityId":"425248000000104003"} I don't know how to build the condition?
Create automated event after sales order status is changed to "in progress"?
Hello there, i trying to figure this out. When a sales order ist created with status "in progress" ist should automatically create an event into the calender the sales order has tow date fields "start" and "end". Also the name of the event should be the customer name with a präfix. The event details should contain phonenumber of customer and productdetails. Is this possible with custom functions?
Use a Custom Function to populate a new potential form
Hello, Can someone help me to achieve this example? I have a Accounts with Customer Name, Address and Phone. From the Account view I want to add na Custom Button to create a new Potential, but I don´t want to directly create a new Potential with PotentialCreate = zoho.crm.create("Potentials", PotentialMap); Instead, I want the user to be directed to the New Potential screen with Customer Name, Adress and Phone pre-populated in the form. User would them complete the remaining required fields and save
Adding CC in automatic replies email
Hello, We have workflow rules that send emails to the leads but we need to cc other email addresses in that same email. We could add more addresses but not as cc. We would like to do it that way. is possible? Thank you!
Sending SubForm Values In An Email
Hello, I have a Subform that we fill out for every lead that we do. How do I go about sending the SubForm data in an automated email once it reaches Status = "Declined"? Thank you.
Zoho sync
Currently using WordPress to build our website and just switch our CRM to Zoho. On our previous CRM we had a custom interface to display inventory automatically, the interface was built to display data synced but now we need it to sync from Zoho. Is Zoho-Subscriptions inside WordPress the best way to go?
Customize product's price based on some criterias.
Hello Zoho experts, I hope you're all good. I'am facing a new challenge that I couldn't resolve so far that I thought maybe I'd get some help. In fact, in zoho crm as you know, when creating a product, you can only attach ONE price to ONE product. In our case, we have some products that, their prices are depending on other criterias like, size of the project, length... So we cannot attach one price to one product. Is there any way to create a workflow or a rule that make a price change for our product
Zoho Desk Fields available in CRM Account View
Can See Zoho desk tickets in Account and Contact Modules Can Choose the fields which display Have 2 user defined fields I can choose to display - so know its possible Cannot find what I did for them to be on the list. How can I add Desk user defined fields to the list of fields available for display in CRM when viewing desk tickets
Formula not working
Can anyone tell me why this does not work Datecomp(Now(),${Airports.Contract End Date}) The Syntax is correct, however it just does nothing, it should show how many days are left from today until the contract ends. Cheers
Sorting Numbers Problem
When sorting numbers in Zoho CRM and Zoho Sheet, it does not sort properly. It should sort numbers like this: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20. BUT it sorts it like this: 1, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19 ,2, 20, 3, 4, 5, 6, 7, 8, 9. See screenshots of Zoho CRM and Zoho Sheet.
Allow for different subscription levels
We have an external sales force. We currently use CRM Plus internally. I would love it if we could add our external sales rep to our CRM but to pay $50 a month for each user when they are only using one module is not cost effective. I would like to see a way for our sale reps to use the CRM at regular CRM pricing and not CRM Plus.
TAB Duplication / Renaming?
Can I duplicated a TAB in Zoho CRM? I want to duplicate my LEADS tab, add it to my group bar and then re-name it - this way it fits better to our organization. Can this be done & if so, how do I do it? Thanks!
installation misunderstanding
I'm trying to integrate asterisk on CRM. Downloaded the Phonebridge adapter and got 'UnknownHostException' while installing the adapter. I don't understand what this error means. I don't understand the adapter is installed or not. When I try to dial the number from lead, which I created for a test, there appear popup windows with text, 'CONNECTING' but no traffic comes to PBX server. What can I check?
Zoho V2 API - Having problems with user not set in configuration map? (PHP-SDK)
Hi Zoho, I am relatively new to the useage of the API and I am trying to get my head around it. I am currently running a test case to see whether I can get the api to behave the way I intended. For the sake of simplicity I am an EU client and I am enrolled into my sandbox account at: https://crmsandbox.zoho.eu/crm/org20067752432/tab/Home/begin I am getting 'Fatal error: Uncaught zcrmsdk\crm\exception\ZCRMException Caused by:'current user should either be set in ZCRMRestClient or in configuration
ZohoSDK Api v2 C# - Connect to CRM
Hello Zoho, I'm currently testing out the ZohoSDK API v2. I've managed to connect to the CRM and have been able to get some details from the CRM or insert a Lead into the CRM. So far so good. However, to get this to work, I need to use the https://accounts.zoho.eu/developerconsole to generate a grant Token and paste this is my code. This gives me back an accessToken and a refreshToken. I don't want my endusers to have to do this .. ever, because it's troublesome and cumbersome. I have 2 questions:
Removed Extension - Fields remain (Dropbox)
I had Dropbox installed to ZohoCRM, but after I removed the extension in Marketplace it left it's ugly scars - the Dropbox fields still remain in all of my modules. I tried installing again, but it seems to add additional fields I.e "Dropbox ID" stays but adds "Dropbox ID0". Is there a way to manually remove these?
Connecting with Zoho CRM via API error
Hi support, I am trying to connect with Zoho CRM via API C#, but I have an error during run the method(System.NullReferenceException: 'Object reference not set to an instance of an object.'), I think there is something wrong with the configuration could you please help me at ZCRMSDK.CRM.Library.CRMException.ZCRMLogger.LogError(String message) at ZCRMSDK.CRM.Library.CRMException.ZCRMLogger.LogError(Exception exception) at ZCRMSDK.CRM.Library.Api.Handler.OrganizationAPIHandler.GetUsers(String
Updating Tasks from contact page
I have several tasks for each customer. It is tedious to have to edit each task and repetitive to update each task. 1. You should be able to update the due date of the task right here on the screen. see photos 2. I used to use a software (teamwork.com). They allow you to update several tasks at once by increasing all task about a specific amount of days. See photos. In other words, if all your tasks due dates need to be moved by 3 days then you can move all tasks by 3 days. This is so much
Set Reply-to email of a email template for a webform
Hi, I have a Zoho webform embedded in my company website. A lead is generated in Zoho and email is set to a Zoho user when a website visitor submits the webform. I'd like to set the reply-to email of the email template so that I can reply to the website visitor email directly. How can I do that? Thank you. Alvar
Mail Merge Workflow/Function
I am trying to automate my mail merge process. My customers need to sign 3 separate documents. Each of those need to be created via mail merge. They then need to be attached to a template email and sent. Doing the above manually is possible, but extremely long winded. Is there a way to automate it?
Need to remove all accounts and contacts imported
I attempted to import a salesforce.com account and contact listing. Somehow it ended up duplicating all of the names as well as my user name. Everything is doubled. Is it possible to completely reset the app back to the initial setup to start over again?
Updating fields across modules
If I create a sub field under the LOST Stage that gives reasons for loss and one of them is DO NOT CONTACT is it possible to creat a layout rule that will also change the CONTACTS module status to "Do Not Contact"?
it is posible to set a default view for a group?
i want to set de custom view for some users, it this possible or its posible to hide the public views for example hide the "all requisitions", if i try to edit it it doesn't show the filter to show only to certain users, i think because its a standard view, is there a way to hide theses views?
How to generate Auth token for integration with another platform
Hi! I'm trying to integrate my Zoho CRM account with my GetResponse via their integration. To connect these services, I need an Auth token, but I can't find where to generate it. I tried following the steps in this tutorial: https://help.zoho.com/portal/kb/articles/can-i-generate-a-new-authentication-token but I don't see the "Authentication Token Generation" option. I'm attaching a screenshot of what this page looks like in my account. Thanks.
Allow Each User to Choose if they want Email Notifications
Hello, it would be a really cool feature if each Zoho CRM user could decide if they want email notifications. At the moment it is not possible for Users to choose what - if any notifications they want emailed to them. I know we can change the Workflow and select the Send Reminder on Tasks but these are decided by other people in the organisation, not the actual user who has to receive all these emails. Reducing the amount of emails and working within the CRM is a good idea to increase productivity.
Please Label Tab Groups
Zoho CRM gives the ability to create tab groups, however there is no indication for a user what tab group is actually selected. Therefore the user may need to select the 3 dots before they even realize the view they are in does not have the module they want to get to. Or they have to select the hamburger icon to confirm which tab group is selected. Please consider adding a title that makes it instantly obvious to the user what tab group is selected. Please see this Salesforce screen as an example,
MailChimp Extension for Zoho CRM- Webinar
In general business operations, marketing is followed by sales. Under such circumstances, when your marketing and sales team remain independent the chances of losing out on a lead are high. THREE STAGES OF A LEAD: First, leads have to be identified, then nurtured and finally converted to a won deal. Marketing generates leads and sales win the deal. When your sales and marketing teams remain independent, a lead is not nurtured properly. Integrating your lead nurturing process with your sales
Jivrus Integra for Zoho
I am trying to connect a google sheet that I use for another purpose to my Zoho account. I want to be able to push information through Zoho to the sheet so that my customer can see the status of his orders. I have installed Google Sheet Jigs, but when I try to access the Google sheet, Zoho keeps talling me that it can't fetch the tab information, and does not bring up any of my sheets at all. I am unsure what i am doing wrong, and would appreciate any advise, as the ability to do this will make an
Calculate Average Days Between Won Deals
Hi Team - how do we calculate the average days between won deals? Can it be done using a formula field or with a custom function? We will use this to create a workflow for reorders or follow up subsequent orders? Thanks in advance
How do I compare my teams' performances ?
Hello, I can't find a way to compare my teams' performances on Zoho. My company is divided into 4 teams (according to geographical criterias like postal codes). Each team is made of a team leader and several Business Developers. I'd like to create the following dashboards : - The number of accounts attributed to each team (based on Territories ?) - The number of opportunities by team ? - The stages of the opportunities by team - How many leads have been converted, by team As Territories is not
How do you alter the columns in the homepage dashboard components?
How do you alter which columns are displayed in homepage components? I have on display called recently created deals, however I want to show some other columns in this component. How do I go about this? Dan
If you change the Deal Stage using the drop down box this doesn't update Stage bar
If you change the Deal Stage using the drop down box this doesn't update Stage bar ?
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