Tooltip Alignment Issues
Anybody else still having issues with tooltip alignments? When a field label wraps the the next line or you have a multiline field the tooltip aligns vertically centered. A vertical top alignment would look much better. Some screenshots of my existing situation attached.
Data scraping/automatic data import from emails to reduce data entry
We are trying not to have to key in data that is in emails or maybe even on web pages. For instance, we get an email with a signature of their name, company, email, phone. When we used ACT, there is a company called egrabber that would pull that data from the email into ACT's appropriate fields, let you look at it for confirmation or correction , and then if OK, import into a new record. I am looking to do the same thing with zoho. Egrabber only works with salesforce. The outlook pluggin we are using
Copying a field content to another, for 3k leads
Hello, We need to update about 3k leads, as we used a custom text field when we started using Zoho. Now we need to copy the content of this custom field to a Zoho field. We could copy paste the content for each lead, but we have 3000 of them (and more with the contacts). How could we automatize this in any way ? Regards
Set Alerts
Hello, I would like to set alerts/alarms for making calls, meetings etc for follow ups in particular dates. How can I do this?
Proposal Document
Hi Guys, I am wondering what the best way would be to automate a proposal document, if I just tick the products I want to propose. Would it be through the quoting module, the products module - or another module all entirely? This is what it looks like currently: THE PLAN LEAD GEN / SALES ENABLEMENT / SOCIAL SELLING Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 LinkedIn Hunting 50 Leads/ Month Publishared will hunt your most targeted prospect, based on a survey where you or your chosen executive
How to Associate a Zoho CRM Campaign to a Lead record while using Zoho Forms?
We are attempting to associate a CRM Campaign to a Lead record while using Zoho Forms and have been unsuccessful. Please tell me if this is possible?
Events with more than 1 contact linked in
Hi everyone, I'd like to know if it is possible to have more than 1 contact linked to an event I have created ? For now, I can only have one contact in the field "related to", the others are listed as participants. Thanks in advance,
Zoho CRM Email Templates Without Background
I want my emails to look natural without a border or being centered. How do I accomplish this? I do not have an html/plain text option on my setup / modules/ templates page.
HttpWebRequest which was working fine started to returns (400) Bad Request
Hi, my following code was working fine until couple of days ago. Now it returns "The remote server returned an error: (400) Bad Request." When I test the request in Postman it works fine. I wonder what's missing. I'll appreciate if you could help me. // sample url = 'https://www.zohoapis.com/crm/v2/Cases/search?fields=First_Name%2cLast_Name&page=1&per_page=200&criteria=(Status:equals:1 - New Case)" string requestUrl = GetApiUrl(module, pageNo, criteria, id, selectColumns, sortBy); HttpWebRequest
Abandon Cart Workflows with Evenium.net (3rd Party Event Reg)
Does anyone have experience with Evenium? Easy ways to handle abandon cart?
Zoho CRM API v2 invalid query formed error
I am getting invalid query formed error when search criteria contains brackets "(" E.g (Account_Name:equals:ABC (Private) Limited)
Formula field: count the number of open cases related to a contact
Hi, I am trying to create a formula field to lookup how many cases are related to this Contact and these cases are not 'Closed' (status), and return the 'count' value back to the field. Is it possible at all? Thank you!
Sales Orders and Territories?
What is default system behavior for Sales Orders when re/assigning Territories? The help file only mentions Deals and Contacts are affected child records. Do Sales Orders follow the same data sharing rules? Thanks Steve BTW - the requiring duplicate assignment rules for parent-child territories does not seem intuitive...
Custom Function Almost 100%
I have a custom button associated to the products related list in the deals module. When products are added, I can check the boxes next to the products I want, a Create a Quote button appears at the top of the products list and when clicked the quote opens. Everything is working as designed except for one part: All the products in the list are added to the quote. I only need the ones choosen (checked off) to go to the quote. Here is the script. Can someone tell me what is missing to specifically
CRMZoho | Potentials | Field Search
*** In Portuguese/Brazil**** Criei um campo de pesquisa personalizado no modulo oportunidade, para atrelar uma oportunidade na outra, visto que para minha atividade isto é importante, porém neste campo de pesquisa eu preciso buscar 2 (duas) informações da oportunidade buscada, que atualmente preencho manualmente (campos: Apolice e CI), tentei criar uma função personalizada no estilo da função existente na Galeria (Mass Update of Child Contacts) que quando busco a oportunidade preenche os campos similares
CRM Function ... HTTP Response Code and Text
Hi all, I'm trying to use a postURL in a function I created in the CRM. I want to see the HTTP response code and text for the API postURL call to my 3rd party vendor. How can this be accomplished? Thank you in advanced! Here's my current function code ... //Gets zoho merchant id field from the lead record leadrecord = zoho.crm.getRecordById("Leads",leadid); recordid = leadrecord.get("id"); //Get lead data zoho_firstname = leadrecord.get("First_Name"); zoho_lastname = leadrecord.get("Last_Name");
Lead Calling Time Category
Hello there I am new here, so in case this topic already exists, I am sorry, maybe you could send me the link. The case is that my leads are international, some have to be called at certain moments of the day. For example, some have to be called during my very early morning, others late in the afternoon and some whenever during the day. Is there any possibility to categorize or filter my leads in this way? I don't want to schedule each single lead and it doesn't have to be precise in terms of country
Migrate Zoho CRM to another CRM
Hi have placed a request ID #32394054 but yet to receive any input. Due to some changes, there is a need to migrate (backup) a Zoho CRM database to another Zoho One CRM. Any pointers on how to do this as the input to the CRM is only csv/excel file. The backup has multiple csv /excel files. Any quicker way?
Last Activity Time
I am looking to report on last activity time. I know that zoho has a field for this but this field updates the date and time every time i import data. I am looking for last activity time for the last time a sales person emailed, called or created a task. is that possible? thank you in advance any help.
Lead Assigment for Groups
Hi All, I am using another smatr forms(Not zoho forms) I have 3 groups and I want to lead assigment these groups How can I do that.(Assigment rules does not work because I does not use zoho forms)
Community Digest - June 2019
Product Updates Convert your leads from events using Zoho CRM's eventbrite integration Plan and manage your events better by integrating your CRM with Zoho Backstage Check out the all new ready-to-install meeting apps in Zoho CRM Cloning blueprints is now possible - also, add new states to the existing ones and map them The all-new lead conversion mapping for subforms Monitor the finance flow of your event in Zoho Backstage Enhancements in refreshing Sandbox Check out the enhancements
Get current workflow type/action in deluge
Is it possible to get current type/action (create, delete, change) of a workflow inside a custom function? E.g.: If a record is created, worklow calls function a_func(). If a record is deleted, worklow calls function a_func(). Inside a_func(), I do something like: if(workflow.action=="delete") ... if(workflow.action=="create") ... Or do I have to set up two different fiunctions?
Zoho API V2 - Space in custom field won't update
Hi, I have some custom fields in my Products module. Some of those fields have spaces in it (Eg : My Custom Field). When i try to "UPSERT" products via an API CALL all the fields that have space in it won't update. I tried to to do a "GET" call to see what is the format of the field and i found that you are adding an underscore (_) to replace the space. I tried to the same thing when i do my "UPSERT" and it wont work. Any help would be appreciated. Thanks
Does Mitel have a free Integration with Zoho CRM
I am looking to integrate my phone service Mitel with Zoho CRM but looking at a high integration cost. Is there a better solution for this?
Can I customize the Quote Number in the Quote Module?
Is the quote number randomized or is it possible to start the number at a number that would match our internal system?
Lead Scoring should integrate subforms data
For instance, we will add subforms in the lead module from the account module. This lead might be attached to this account > grab info from the account on the lead section. In my lead scoring, it's very important for us to add more points if the account
Too many contacts appear in Account view
When I select an account, the contacts appear at top of the view. For accounts with many contacts, only a subset appears. How does zoho determine which contacts to present in this space? Zoho doesn't appear to distinguish between active and inactive contacts when selecting. Can I control which contacts are presented at the top? I have a full list of contacts further down the view but only want my primary active contacts at the top.
postUrl returns {"responseText":"internal exception","responseCode":"-1"}
Hello, I am attempting to send a post request from a custom button on the CRM UI to a third party server. The response I get is: {"responseText":"internal exception","responseCode":"-1"}. Please help me make sense of this message so I could understand why the request is failing. Please note that the same request works fine in CURL, as well as on the Chrome ARM extension. Moreover, the server logs do not show any indication that the request would have arrived at all, so it seems that the problem
Conditional layouts depending on user Profile
Hi! I want to conditionally assign a layout and the showed information depending on the user profile. Is there a way to achieve this? Thanks in advance for your comments!
Complete Account Backup AND Download
Hello. I have monthly backups scheduled, but now trying to download a Complete backup file and there are no links and no obvious places where this can be performed. When I receive monthly email with a link and I go to this area, I see attached, but No ability to download anywhere to be seen. What am I doing wrong? Thank you.
change of view
i have a lookup, and i want to control which fields appears on the pop up window to select the values, and the pop up where i want to add a new value. How can I control these views? I understand it's about layout...but how do I assign which layout will be in each window? (Main form, the pop-up... and so on). Thanks
Zoho CRM LEADS Conversion order
Hi, i have a use case where i want to perform below actions( in mentioned particular order only) when i click on Convert Lead 1. Create Account --> webhook related to create account rule is triggered 2. Create Contact --> webhook related to create contact is triggered What is happening currently is contact webhook is triggered first and then account webhook is created. I want these triggers to be executed in other way around. Is this possible to configure priorities of triggers or when convert
CRM not picking up LinkedIn when connecting social channels
Why does it pick up our Twitter and Facebook, but not LinkedIn Business Page? Is it an API issue with LinkedIn and Zoho???? They are linked within Zoho Social.
Custom function
Good afternoon I would like to perform a custom function to create tasks to leads as long as the value of a field called "Authorization number" is different. An example of this is: 1. I create a record in the leads module by importing a csv file and create a task that is associated with the value of the field "Authorization number", what I need is that if I re-import the csv file I will not create a task new if the record has the same value in the field "Authorization number" is this possible? If
Bring Sent Emails over from Prospects to Leads
Is there a provision for moving emails sent to Prospects that have now become Leads over to these Leads?
Standard deal name
Hello I would like to give each deal during creation a standard identification let's say "deal reference", that looks the following: {Text}{YY}-#### Text - is just a standard text let say ABC {YY} - last two digits of the current year, so 2019 - 19, 2020 - 20, etc. #### - four digit autonumber Thanks for the help
Include Calls and Events Next Actions on Deals
Currently, open Tasks show under the heading "Next Actions" on the grey header for a Deal. I have clients that use both the Call and Event activities as much as they do Tasks and would like to see all three there if at all possible. Given they are all "Activities" and we are able to see all three in Views, this seems like a good idea, both for consistency and user experience.
One way to change background color in Zoho CRM
I too was frustrated by the inability to change the background color (requested feature for quite a few years). I found a plug-in (firefox for me) to allow by-site color changes to foregrounds and backgrounds. I think it works via on-the-fly CSS alterations. Seems to work! https://addons.mozilla.org/en-US/firefox/addon/color-that-site/ Dave
Problem to insert leads at zoho crm using api OAuth 2.0
On our website we collect data from a form to insert lead in CRM Zoho using OAuth 2. 0. To get the 'code = {grant_token}' from step 1 of https://www.zoho.com/crm/help/api/v2/#authorization-request and redirect me step 2 to accept app. How to go directly from step 1 to step 3 without always requesting user registration? Once the registration is done, it works correctly but it does not make sense to ask for it each time. Attached image, I have been trying for 2 weeks to understand, I need an urgent
Getting Accounts with API using search doesn't have subforms.
Hi, If I fetch an Account(s) without using the 'search' feature of the API I get back the account with it's subform. But, when I use the search feature, the subform data is not the subform object, just an integer. Is there a way of pulling the subforms as well when using the search function?
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