PhoneBridge Asterisk 13 CRM ZOHO llama pero no cambia el estado de la llamada ni se guarda
Buenos días, Me Llamo Jorge Zegarra, probe el PhoneBridge en mi ZOHO CRM, al hacer una llamada si suena un telefonó. No obstante no se guarda en la BD de ZOHO CRM ni cambia el estado de la llamada. ¿Sera posible algún cambio en la configuración u otro tema? Por favor necesito ayuda. Gracias
Can not import negative values to Currency field from Excel
The nature of our business requires us to import both positive (i.e. 100.00) and negative (i.e. -100,00) values from Excel into the Currency field when importing Deals However, when we upload an Excel spreadsheet, only the positive numbers are imported into the Currency fields. The Currency fields where the negative numbers are supposed to appear remain blank after import. We are able to manually add negative numbers to the Currency field, so it's not as if the Currency field won't accept negative
Community Digest - August 2019
Product announcements Check out the new feature upgrades we've introduced for Functions in Zoho CRM. We have added a few new configurations in assignment rules, updates to the importing process and much more. Check out last month's new feature enhancements in Zoho CRM. Zoho User Group Meetups Our final leg of meetups for the year are scheduled and registrations are open. In this series of meetups, we will delve into common challenges followed by sales administrators and discuss solutions.
Reports and Contact Roles
Hi there, I would like to run a deal summary report that groups by contact roles, but a bit more nuanced. I don't want to group by the 'roles' but rather the contacts themselves. You see, our deals always involve >1 contact, there in lies the need to utilize roles. However, I cannot find a report that allows you to use the contacts under contact roles, just the roles themselves. I've also created a custom field that allows us to add our people from a pick list. I can group that way, however, the
How to set up Parent/Child relationship in Campaigns
I want to run a campaign, this campaign will have child-campaigns. say, Master Campaign (parent) _________________________|_________________________________________ | | | | | Campaign A Campaign B Campaign C Campaign D Campaign E Each one of my campaigns will have some revenue generated. I
action based on status of email
A new lead from web form is sent an email template as a workflow rule and the email is seen in record with status (clicked/opened). I want to be able to change the status of the lead when the initial email hits a specific status (opened). I believe there's nothing inside the box of CRM that allows for this but is it possible to do so with custom function or through any other development tool? Thanks in advance.
Update DueDate in Sales order based on Date in custom field
in need help on creating a custom function code to update Due Date and make it equal to another date field
Query: Records to appear in different color
I use this tool for my Automobile garage and I would want the vehicles that are to be displayed today to be in red and those which has few days time for delivery to be displayed in Green. How would i Achieve this? regards, Vijay
Sub-Accounts?
How can i create ROLL-UP Sub-Accounts ? For Exemple: Nestle LTD (Main) 1. - Nestle Production LTD (Sub) 2. - Nestle Nespresso LTD (Sub)
Phonebridge and Lead/Contact Lookup
I've succesfully integrated Phonebridge/Asterisk with Zoho CRM and it's generally working. I'm running into an issue where leads created in Zoho CRM aren't available for the PhoneBridge integration until after some period of time 30 seconds to a minute. Is this configurable? Is there a way to make newly inserted records immediately available for phone bridge?
How to close a CRM Potential once the customer deal is closed
I am using Zoho CRM. In our case, once the customer makes a purchase from us, we need to mark the "Potential" done after we receive the payment. How do i close a Potential such that it does not appear in any of the views?
Convert Lead to deal and pull through product
Good day, When i create a lead there is a custom field where I indicate which product they are intersted in. When I convert a lead into a deal I would like it to indicate/link the product to the deal in the "product" section of the deal. I tried it with mapping but no luck. Appreciate any help. The step after thatwould be to have the deal amount automatically calculated based on the products. But that is step two. Kind regards, Bryce
Tasks assigned to multiple users simultaneously
Hi, Would like an option where in a task could be assigned to multiple users at the same time. Quite a few of our customers have requested for this option. Regards,
PHP SDK ZOHO CRM
Buenas Tardes Me Llamo Jorge y recién comienzo con ZOHO CRM Mi duda es que al instalar el sdk PHP Zoho https://www.zoho.com/crm/downloads/php-version1.pdf me pide que cambie los parámetros de oauth_configuration.properties en la ruta vendor/zohocrm/php-sdk/src/resources No obstante, a mi no me aparece la carpeta "resource". Me aparece las carpetas "crm" y "outh". Pero no esa carpeta. Abre cometido un error al instalar o sucedió otra actualización en ZOHO. Gracias de antemano
Zoho CRM Extension - Test Your Extension - Sandbox Instance - Missing Vendor Module
Hello All, We have developed a Zoho CRM Extension via the developer.zoho.com, which depends on Accounts and Vendors module . While trying to test the extension, a sandbox CRM instance like (https://plugin-extensionname.zohosandbox.com/crm) gets created with our extension components. However, we noticed the Vendor tab is missing. Our extension requires the Vendor module for successful test execution. Relevant screenshots attached. Is the sandbox CRM instance missing the module? Is there a way to enable
Not Able to access API
Hello, I am a ZOHO CRM user is trying to access the ZOHO APIs to export Data from ZOHO CRM as Leads, Accounts, Deals & Activities. But when I try with API method I am not able to get the right API although I have followed API documentation. I tried running the APIs in postman as well which is not giving me expected response. Please note that I tried to access REST API as well as bulk APIs for fetching the details. I need to export ZOHO data to MySQL using Python. I tried with the Python SDK which
Function #38: Subform Updates
Welcome back everyone! Last week, we saw how to create a Purchase Order from a Quote. This week, let's look at a function that lets you add subform records easily by having the records from other modules as a lookup field within a subform. Subforms: Explaining plainly, a subform is simply a form within a form. Since all the data stored within your CRM is inter-dependent, there is a need to associate multiple items/records to a single record. To learn more about subforms, click here. This feature
GoToWebinar Custom Registration Field Map to Zoho CRM Campaign?
I just started using the GoToWebinar extension for Zoho CRM; is there a way to map a custom registration field from a webinar to the contact within the campaign? Creating a new field for the contact would not work, as we run multiple webinars and have different custom registration questions for each. Also, some contacts attend more than one webinar.
Invalid oauth scope to access this url on mobile version
We are using Zoho CRM and I receive this error message each time I open the app on my iphone. I also notice that the search results are weak compared to the web version. The web version provides more results upon similar search criteria. Am I missing data on the mobile version? Is there a feature to set the data refresh to automatic? How do I resolve this error message?
crm and ring central
Suddenlt the ring central intergration on chrome browser on the MAC is not bringing up caller info box etc within the CRM. Works fine now in Safari. I have made sure that pop ups are enabled etc. It worked last week?:
Building a Simple iOS App for Service Engineers using Zoho CRM
Not Every department in your company works the same, With the help of Zoho CRM SDKs not only you can create customised experiences for your CRM users but also build custom solutions on top of Zoho CRM to run your business. Introducing SerWiz - A simple mobile app for service engineers, through which they could have a quick look at their assigned jobs, go on the field and get their job done, all of this using Zoho CRM as the backend/the source of data. We'll be using the Zoho CRM iOS SDK to build
Assignment Custom Function / Workflow
Hello all, I'm in dire need of a solution. I have desperately tried to get this to work but to no avail. I need a solution for lead assignment that will work for NON Zoho Webforms (Google ClickID and Generic), and ALL leads that enter the CRM. I need lead assignment based on different times. Example below Leads - Weekday 9AM-5PM go to 2 users Leads - Weekday 5PM - 9PM go to 1 user Leads - Weekends 7am - 9PM go to 1 user 4 Users total with different Shift Times Assignment rules will not work because
Potential amount based on product amount and quantity
Hi, Please can someone shed some light on whether it is possible for Zoho CRM to work in the following manner. And if so, how can I set it up? When I create a potential/opportunity the amount shown is to be calculated by the value of the products in the potential (price multiplied by quantity). At the moment the potential amount is not linked to the value of the products in the potential. How can I have the potential amount be linked to the value of the products? EG: When I add a product (and sometimes
Is it Possible to integrate ZOHO CRM with Salesforce?
I am new to zoho crm.Can we integrate zoho crm with Salesforce? My requirement is when i create a record in zoho crm it should also get created in salesforce Can anyone help me Thank you Prudhvi
Is there an additional fee to integrate with QuickBooks?
If so what is the fee? We are considering Sales Force and trying to compare apples to apples. I welcome some thoughts.
Can't use multi-select pick lists as parent fields
Is there any reason why we can use multi-select pick lists for dependent fields but we can't for parent fields?
Is there an way in integrate Zoho with Quickbooks Enterprise?
P.S. -- The Web Connector that is recommended does not work with Quickbook Enterprise editions so please don't sent me that link.
Workflow automation - missing email field
Hello I opened a free account. I linked it to our Zoho mail and verified it. Now I would like to set up an automation so that emails arriving from our address generate a lead. However, in the automation section, when I try and create a new workflow rule, there is no module called EMAIL in the scroll down menu so I do not know how to set this up. Can you please help? Thanks
Can Zoho integrate with MYOB?
CRM package looks good, it will integrate with Outlook but can it integrate with MYOB?
AuthToken Generation Error
https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Username/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName] I had tried this url to generate AuthToken but inspite for entering correct username and password it shows "Invalid Password". Please help me as soon as possible. Thanks.
How to get the lead source in zoho crm
We have integrated the zoho crm in our system. Users came on our website and the inquire about a product and it come in to the crm deal Now we wan't to have the source of this lead where it has come from. Please resolve my problem.
Associate Mail Merge Template With Deal Record
I've switched a client over from the Zoho Sign CRM extension to the mail merge functionality from Zoho Writer. Everything works beautifully, but completed documents are added to WorkDrive but AREN'T added to any the corresponding CRM records (Accounts, Contacts, or Deals). Is there any way we can make that happen?
How to create AuthCode for thirdparties
Hi, I need to provide an AuthCode to a thirdparties. (look at attached pic) How and where I can take this code? Thank you
Zoho CRM - custom module - display values from lookup record
Hi Guys, I'm looking for a quick tip what is the right and easiest way to solve my problem. Let me explain: 1. I have created a custom module "ABC" in Zoho CRM 2. Module "ABC" has a look-up field where I select the related record (Contact) 3. The contact record obviously contains many data fields. some of which I want to be displayed in the custom module "ABC" when I make the selection in the look-up field. What would be the easiest solution? Looking forward to any tips. Thanks.
Zoho workflow not triggered by Zoho Forms
Hi everyone, I am using Zoho CRM Google Drive Extension to automatically create and link a google drive folder for each newly created record. When I manually create a lead in Zoho CRM, the Google Drive Extension (which installed a workflow rule in Zoho CRM) automattically triggers the workflow rule and creates the folders. When I create a record by filling my Zoho Forms, which is integrated with Zoho CRM, however, it does not trigger the Drive's extension workflow rule. I made sure to check the box
ZOHO CRM - Minutes Of Meetings
In ZOHO CRM - where can I record minutes of meetings (face to face) I have had with a client? What is the best method? Is it by attaching a file? Is there a form available that integrates with CRM?
How to set up unsubscribe link in a newsletter
Hello, I am working on behalf of the owner of this account to set up a newsletter for Zoho contacts through CRM. I do not understand how to set up the unsubscribe link. My knowledge of HTML coding is minimal, and our website does not have an unsubscribe form already. Is there some further instructions where a non-programmer might be able to figure out how this works? In the future, it would be nice to have an unsubscribe link already linked to contacts opt-out status within Zoho, especially since
Zoho-CRM china domain API integration issue
I have created account on https://www.zoho.com.cn/ ie. Zoho's China domain for Zoho-CRM integration. and followed steps mentioned on https://www.zoho.com/crm/help/developer/api/oauth-overview.html. 1)Created account on https://www.zoho.com.cn/ 2)Created developer app on https://accounts.zoho.com.cn/developerconsole 3)As mentioned on above documentation page I hit https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=CID&response_type=code&access_type=offline&redirect_uri=https://www.lipsum.com/.
"invalid oauth scope to access this URL" when trying to retrieve info
Hi, I'm receiving "invalid oauth scope to access this URL" when trying to get curent user: $rest=ZCRMRestClient::getInstance(); $users=$rest->getCurrentUser()->getData(); I've tried two scopes: aaaserver.profile.READ and ZohoCRM.Modules.ALL None of them are working. Maybe someone can help. If need any more info - let me know.
Notes
We make extensive use of notes in Zoho CRM, however, they seem to be set to single column width which makes absolutely no sense as the space down the right hand side of notes is not used for anything else. Is there a way to make notes run across the full double column length of the page? Thanks
Next Page