Zoho CRM for registration management
Hi folks, I'd like to know if is there a Zoho CRM for property and real estate agent registration management with integration with RD Station. I would like to deploy to the website http://lotesecia.com.br/ If anyone can answer me, I'd be very grateful!
Condense all account notes in a report?
Hi Folks, I am running reports for accounts and when there is multiple notes, the report creates a new line for each note under the same account name. If I have XYZ account with 7 notes, then I get 7 rows named XYZ. I'd really just like to condense all the notes under the same account into a single row. Is there a way to do so? I know I can just have a single note under account and keep adding to it, but that defeats the purpose of new notes with date stamps. Thank you, Derek
How do I stop someone from spamming my web to lead form?
I have an email address from this marketing company that overloads my CRM with spam on a daily basis. Can I block that email and if so... How?
Spam in Webforms
Hi guys, I'm getting started here and have set up a web capture form on my site. It's identically to the one I used to have except that it's a zoho form now. Instantly I started getting spam leads rolling in - all kinds of crap- porn, blackjack, you name it. Took less than 24 hours to have dozens. I *never* got spam in my forms before. What kind of junky form code is this? How can I code this in a way to stop the spam? Please don't ask me to install a captcha, that's a ridiculous nuisance
Lookup filed match other field value
Hi there, I'm stuck with what I thought was a very simple task. I've a string field (Field1) which is populated with a product code by an API. In the same form I've a lookup to an Inventory form, where I've a list of products, with code, name, pic, exc. I want that when a record is created or edited by the api, the value of Field1 is matched with the lookup field, which is set to display the product code, so that i can display all the product's data. I've tried with the simple lookup = input.Field1;
ring central pop up
Hi we seem to have lost the pop ups in ring central when we use a mac with chrome. I have uninstalled etc made sure no block pop ups have changed. Working great on safari but that browser brings other troubles with the fact that top day it will not open mail merge docs. I just want a stable browser that zoho likes. Please
How do I add a custom button to map fields
In my CRM we have created a custom module 'Delegates', I want the ability to convert a contact to a delegate and it pull across some of the relevant information such as Company, Title, Name, Email, Phone Number. I have inputted the Deluge code I thought would work but it doesn't seem to work. This resource seems to be a similar scenario: https://www.zoho.com/crm/resources/tips/functions-po-from-so.html Any Help would be appreciated"
Layout on Quick Create
Hello , I am having issues trying to organize the layout on this menu , I have tried editing the module and moving things around but the fields keep coming up like below. I would like if i can get the fields in this order : - Physician Name - Physician Street - Physician City - Physician State - Physician Zip - Physician Tel - Physician Fax - NPI Rather than the order I seem to be stuck with now
Finding fields that contain only a space with workflow rules
Hi, We are attempting to send automated emails to leads which are created by a form on our website, only if there is NOT any information added in the description field. Unfortunately, the form Zoho creates inserts the non-breaking space in the Description input, so we cannot use the ${isempty} check to see if a lead has not entered any data in that field. How can we check for the space character using the workflow conditions? Entering just the space character errors out with the message "Please enter
Vendors vs Accounts fields
Hi, I try to have consistent information structure between Leads, Contacts, Accounts and Vendors. However I see some odd things which aren't helping. May be you could help me with Vendors and Accounts. So, there is an email field in Vendors, but not in Accounts? There is Company Site (I don't know exactly what is it for), but no "Vendors Company Site". I'm not talking about websites... In the business card area, not the same fields are available for Vendors and Accounts. We can select for vendors:
CRM estimates not showing option for retainer fee
I have enabled Zoho financial in the CRM so I am able to make estimates directly from my Accounts under the heading Zoho Financial. zoho crm with module finance integrated But when I create an estimate I need it with the option to add the retainer fee which is present in Zoho Books estimates. Zoho books option create a retainer invoice to this estimate automatically Where is the option to create an estimate within CRM and add the retainer fee option without having to transfer back to Zoho Books?
Assign Product owner based on Account Owner
Simple request here. I have a custom module that is a series of serial numbers. They are all assigned to a specific Account. I want to automatically assign the serial numbers to the Owner of the account as well.
Are we able to edit the order of the content of "Quick Create" information ANSWRD from Support
Hi There. Thank you in advance for those of you who might be able to help. Does anybody know whether it is possible to change the order of the fields in the "quick entry" dialogues. If so, where can it be done. Thank you Rob
getRecords info not present
Hi, if I use the getrecords API V2 I can get and info map in the response, but if I use it inside a deluge script I just get the data, not the info even though the reference seems to suggest so: https://www.zoho.com/crm/help/api/v2/#record-api If I do resp = zoho.crm.getRecords("Leads",5,2,{"converted":"false"}); I'm supposed to get also this: "info": ▼{ "per_page": 200, "count": 200, "page": 1, "more_records": true } but it is not true! The info is useful to know if there are more records to fetch
Can I build a workflow rule to automatic closing of a task when a lead is called upon
I built a macro to create followup tasks but can't seem to find a way to close out the existing task after I finish making calls or sending emails etc? All help is appreciated.
Why does my Chart not export in reporting?
When I am using the reporting tools, my charts do not export. I'd much rather display this information to my sales teams in an easy to read format and prefer the charts over the listed information. Also, can I edit the dollar amounts listed to show commas? It's much easier to understand what is being viewed if someone can quickly see $1,453,298 over 1453298. Thanks, Bobbie
Other users cannot see info of other users in Dashboards
Hello, I created some dashboards about our leads in the leads dashboards. Statistics are grouped per lead owner. When my colleague checks the dashboards he sees the charts but only with his own statistics, not of the other users. How is it possible that everybody sees all the statistics in the dashboards? Thanks
Lead conversion dashboards
Hello, I am trying to create following lead dashboards: - Chart: Leads converted per month by owner - Funnel (based on Region-wise conversion standard) of the lead process: columns of lead status and rows of Territories or lead owners. Can someone help me with screen sharing because I am failing. Thanks!
Lead creation from existing contacts or accounts
I know that it's not possible to convert a contact back to a lead. What about creating a new lead using existing contact or account details? We would like to create a system in Zoho CRM for following up past clients to see if they require our services again. Currently I am manually creating a new lead for each client, which is time consuming. Is it possible, with a workaround or script or something, to automate creation of new leads from existing contact details?
Importing Options Gone?
Previously when importing data into Leads I was able to select the Lead Source and Lead Owner, however these options have now disappeared? Why have these been removed? It's now very inconvenient when importing files that I have to go into every file and add these columns in.
Copying fields
I would like to create a custom function that takes the Phone, Mobile & Email field from a contact associated with an account whose Role is Manager (or any contact if there is only one for the account - not sure how to do that aprt) and copy that across to the Phone, Mobile and Email field for the account. How can I accomplish this? I have tried the below script, but I can see no way to find an AccountID field under Contacts that would tell me what AccountID I need to update. So I tried it with the
Issues with zoho.email-view.com
None of our links in email templates CRM are functional anymore - getting this error: Firefox can’t establish a connection to the server at zoho.email-view.com. Whenever a new link is created in Template editor, the link is replace by a link to zoho.email-view.com. In preview the links work, so we know that our link is created correctly This is a huge problem, as all of our templates are now no longer functional! Thanks for looking into this asap. _Charles_
Early alert for duplicate email
When creating a contact record, it seems as though you will not get alerted to a duplicate email address until you click the "Save" button. However, this can be very frustrating when you are entering many contacts at once since you may go through all the data entry, just to be told that its a duplicate. Is there a way to alert a User that the email is a duplicate before they get to the end of the data entry process?
Problem with account activation
Hi, I have a problem with activation of an account of my CRM. When the user receives the mail for the activation and open the link to the moment of enter the password and click on "Create account", throw this message: "We can not process your request now. Try again later or contact support@zohoaccounts.com" I've already tried removing and re-creating the account, but it's still throwing me the same message. Can you help me, please?
Adding Participants to an Event
Is it possible to add a participant to an event without sending them an e-mail invite?
Community Digest - July 2019
Product announcements: Announcing CRM Functions' migration from v1 to v2 Find all related emails to a record in the CRM mobile App Focus Group webinars Functions 101, the webinar series teaches you to build your own Functions from scratch. The four-part series will have you writing your own deluge scripts with ease, building Functions from scratch and will help leverage your CRM. Register here. Useful discussions Check out Kevin Flyn's function to automatically close off a task
IS ZOHO CRM IS GOOD FOR AIR CHARTER BUSINESS
REQUEST YOU TO PLEASE LET US KNOW HOW CAN I USE ZOHO CRM FOR AIR CHARTER BUSINESS. BELOW ARE MY REQUIREMENT. 1. CUSTOMER DATA STORAGE 2. PROFESSIONAL LOOKING QUOTES WITH PICTURES 3. FOLLOW UP SCHEDULE 4. BROADCASTING MAIL 5. FOLLOWUP MAIL
Update Lead field when email is sent/received
Hello, I am new to Zoho. I run a lot of reports based on the last time a lead was emailed. I am trying to create a date field on the lead that is automatically updated with the date an email is sent or received. Is this possible? And if so, how would I go about this?
How can I sync Tasks and Events to see the on a single page?? Using CRM, Projects, Google
Hi, I can't seem to find a solution to be able to see all of my events and tasks in a cohesive way. I am currently setting up Zoho but I want to set it up to increase user adoption. Zoho CRM, Zoho Projects & Google (Gmail & Calendar) will be our core usage. I'm open to using Connect if it brought things together. Any solutions???
Optional sections/fields in Inventory Templates?
Just starting to use Zoho, and wondering if the Inventory Templates have the ability to optionally show/hide sections based on field values. My use case is that we do quotes for several related services (i.e. phone systems, alarm systems, CCTV, ...) that are separated on the single quote as we are often quoting them all together. The products list/table is not enough as each has it's own description, pricing, etc. What I'd like is a single Quote that has sections for all of them (not using product
Can I call a custom function from a button action function?
Most buttons that I have perform some common actions. For example, they perform a security check. The owner of the record must equal the logged in user. Or the logged in user must be the manager of the record owner. This prevents users from submitting changes to records they do not own. I would like to make a custom function called, say, userPermissionCheck that I can call within the custom action function for each button. Instead of including a copy of the code in 10 buttons, I would have 1 function
Loop Problem
I want to insert a record for every year on success but I have only the start date so I am not getting it how to run a loop. Please let me know as soon as possible.
I want to post something on my client field, and then I try to make a simple thing to post
For example, I hope to add a fax_number for my client, then I try to create a structure like this: var postInfo = [ {Fax: 'null' } ] Then if try to console.log(postInfo.Fax) it just show me undefined.
Scratching Email Status
Hello, Is there any way to create a workflow to scratch the status of email(opened, send) to put it in the custom field?
How to show filed values on change of a look up.
Let we have two CRM module one is Contacts & other is Potentials. Now there is a look up Customer name (list of Contacts). There are three more fields like:- Email Cell Street Address Those fields are in Contacts module. Those fields should auto fill when change Customer name lookup is changed instantly. We want to change those values based on lookup instantly when user change it. before saving. Those fields are can be changed by user also. Can anyone give a solution for this?
Help with a custom function
This all starts with function code provided to me via Zoho. I'm using it to have a task automatically created based on information entered in another module (internal notes). I have 2 issues with the code. 1. On the 8th line -- mp.put("Who_Id",ifnull(taskDetails.get("Person").get("id"),"")); This code words great if I select a "Person", however the field is optional and if it isn't populated then my function errors out. 2. The reminder Time is off by an hour. I was told to change -07:00 in my
List of Modules visible in Account View
I've created a customer module called "Devices" and want to be able to access it within the account view but it isn't showing up. When I go to an account, on the left side there is a list of modules visible. How do I add my new module to that list?
My 1st PHP SDK API
Greetings, Thank you for your passion and sharing information to have a better use of Zoho CRM. I am looking to integrate a third party application with my CRM. The idea is to get records from the application and create/update them into my CRM. I checked the documentation available but still a bit confused. Any guidance from you is highly appreciated. looking forward for your response.
Using IF formula to group number values
Adding this as I couldn't find any examples online and it took me a while to suss it out. Taking a number value and creating a formula field to group into categories. In our case numbering the sites in a restaurant group. If(${Accounts.No of Sites in Group}<1,'Not Known',If(${Accounts.No of Sites in Group}==1,'Single Site',If(${Accounts.No of Sites in Group}<=4,'Small Group (2-4)',If(${Accounts.No of Sites in Group}<=10,'Medium Group (5-10)',If(${Accounts.No of Sites in Group}<=20,'Small Chain (10-20)',If(${Accounts.No
Log calls with adding to activities by custom button and script (API 2.0)
There is no normal complete updated documentation and API 2.0 examples; now it is almost impossible to find the necessary answers. Therefore I will ask here. It is necessary that when the button is pressed, the completed call is registered with auto-completion of fields, based on the available data. We have already written a script that registers calls, but it does not list their activity-related lists of the module. That's what we did. contactDetails = zoho.crm.getRecordById("Contacts",contact_id.toLong());
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