Preventing mass emails being sent by someone who doesn't own the contact or account
We want to prevent account/contact owners sending individual or mass emails to contacts they don't own. In data sharing we use public read only which means that one contact owner can't alter the details of an account or contact which does not belong to them. However, this permission does not appear to prevent a contact owner sending either individual emails or mass emails to a contact they don't own. Does anyone have a solution to this?
Basic lead management - Product interest
Hi There, I am new to Zoho and trying to see what all fits out of the box for me. While creating lead, I want to enter Product/service of interest for that lead. How do I add it? Do I need to buy additional module or its available in higher version?
Deals: Related List: Contact Roles
Is there a way to edit the "roles" options? like where you choose "developer" or "decision maker" or whatever? We aren't a traditional sales company* but it would be helpful to have additional contacts attached to a deal - right now i'm using a contact field in the deal to look up the additional contacts, but contact roles would be better. (*we provided services related to real estate transactions so we have our client, and their agent, sometimes a lender or an agent's assistant, etc that need
How do I delete a trial CRM account so I can accept the invitation to join my companies CRM account?
I am having troubles with this and need some help.
Copy value from child module to parent module?
HI, In typical one-to-many relationship between two custom modules, Is there a way to copy field value from child module to parent module based on some criteria? e.g. Child module Record Date Value 1 1.Feb.18 x 2 3.Feb.18 y 3 2.Feb.19 z Parent module Date field: _______ Value field : ________ Since the child module which record 2 is the newest (based on the date), the value "3.Feb.18" and "y" are copied to Parent module
Automated Report Export and Email
This is my first post here, and I would in no way say I am a master of Zoho quite yet. I've just built a Zoho CRM report that I want to send out to certain people in my company on a recurring schedule. For now, I've chosen to "Send Email Schedule For Later" about 10 times (for the next 10 weeks). If there was a way to automate this and say "Send every Monday at 9:00am", that would be a very convenient feature to utilize. That's my idea. Thanks!
Billing through CRM
Is it possible to start/stop (Log Time) through Zoho CRM, in the same way that you can through Zoho Invoice?
Send email option when creatin new tasks
Hello, in previous versions of Zoho FREE when I created a new task there was an option to send me a reminder email, and now this option has disappeared. Is it so now? Thank you
Synchonization of fields in Account & Contacts
Hi guys, usually we're working with "Accounts". So, most changes are made in the account, e.g. added a target group, importance of the retailer (both variables are a pick-list) and not in the Contact! Now, we have the problem, that changes made in Accounts are not made in the Contact and there might be differences --> e.g. Contact has a different target group than the account My question is: is it possible to sychonize the fields in Accounts and Contacts without using Work-Flow-Rules for every single
Multiple module report
I want to create a report which have both Account Id and product id as fields
Already stablished Account´s Description overwritten after adding/converting a Prospect
Hi I cannot believe this just happened, We have an Account/Business Company registered over three years ago in Zoho CRM, with several Contacts related to it. And today we noticed that a person belonging to this company was still a Lead, so we converted him into a Contact... But what is our surprise when this lead´s description (now a contact) overwrote the ACCOUNT´S DESCRIPTION !!! WHY would that happen ?! And we found no way to revert this back, so now we lost that description because we cannot
Feature releases and enhancements in Zoho CRM.
Hi folks! We've had some brand new feature enhancements in the last month. Let's take a look at some of them. Sharper Insights on Workflow Usage You can now receive and view insights on the usage of workflow rules that have the action to send email notifications associated to them. Based on the open rates of the email template that is associated with your workflow rules, the best performing workflow rules are listed for each week. In the Workflow Usage page, you can: View the list of top performing
How Does Editing Client Email Address affect emails already sent through CRM
We have some emails that were sent through our CRM to a client with an attached quote. I've now discovered that the employee didn't create the contact with the correct CRM so he wouldn't have received them. To magnify the challenge - another staff member accidently CC'd this client in on an email that wasn't meant for them. IF I correct the email address for this contact will that make the emails already sent available to him?? I would think not but as it was incorrectly entered I don't want to change
Error while reading configuration.properties file
I am using the zohocrm php-sdk v2Everything works fine locally but when I moved my code to our staging server I started getting errors. The error it is throwing is failed to open stream on the ZCRMClientLibrary.log file. (It is looking for it in my php include_path.) This isn't the root error though. My error is actually during my \ZCRMRestClient::initialize(); call. This calls CommonUtil.php to getFileContentAsMap from configuration.properties file. I have it echo out all the lines from that file
Can I create two Account Objects in CRM ?
Hello! I am trying to create two separate Account Objects. Our company is B2B and B2C and I would like to create two completely separate Account Record Types for these Accounts, and have them labeled differently on the Nav. Bar I was able to create a New Object, but I could not figure out how to make that New Object an Account Record Type. Thanks!
Lead Display Page
Hello, I have setup many new custom fields in the standard leads module, and have created a test lead. Once this lead is saved when you go into leads is displays the lead name as the Contact person what was placed into the lead. This is not very helpful and there may be many leads going for one of our potential customers. Am i able to have system show a different field for lead name, perhaps even a custom lead name field?
search by date
hi I have a lookup in one of the entities, and in the pop up i have 2 fields... one is a free text, and the other one is a date/hour field. I want to be able to search by this field....how can i do it?
How can I hide sections in Layouts?
I'm trying to simplify the "Accounts" layout for our sales team, and because we bill via email/fax and don't send physical products, I want to remove the "Address" information from the Accounts view. When I try to "delete" the section, it says deleting it can cause an "invalid data error" - There's no explanation of what this error is, or how it will effect me, so I don't know if I can remove this feature. Please let me know if it's possible.
Best way to track trade-show event leads to calculate CPL
Hello, I'm a relatively new user to Zoho CRM but have used Salesforce quite a bit in previous jobs. Our sales and marketing team will be attending a trade-show in the coming months and I want to track the contacts and leads that came from the show through the sales cycle. In SFDC, I would enter the amount of the show and create a visual to show the cost per lead and other metrics. What's the best way to do this in Zoho CRM? Campaigns? Thanks in advance for any help! Joe
Automatically Create new event after a check-in is made?
Is it possible to create a rule or action that can create a new event a set duration after an account check-in is made? If it is, how do I go about it? I would like my reps to be reminded a set time (That I can set as Sales Manager) after a check-in to reconnect with a customer, so they don't have to remember to manual create a new event each time. All our reps are field sales. Dan
¿How can I insert in a custom subform usign API V2 and Java SDK?
I´m using Java SDK with API V2. I have a custom module and a subform in this module. I can create a new record in the module, but I can´t create a record in the subform. I'm trying to do something like this: public void createRecords() throws Exception { ZCRMRecord record=ZCRMRecord.getInstance("Facturas_WO",null); record.setFieldValue("Name","16076"); record.setFieldValue("NIT", 9999); record.setFieldValue("Subformulario_1.Item"+1, "eeee!!!");//trying to insert in subform
4401Unable to populate data, please check if mandatory value is entered correctly. 1
$xml = " <Leads> <row no=\"1\"> <FL val=\"Last_Name\">Фамилия</FL> <FL val=\"Phone\">383838838383</FL> </row> </Leads> "; $result=insert($auth,$xml); print_r($result); function insert($auth,$xml) { $curl_url = "https://crm.zoho.eu/crm/private/xml/Leads/insertRecords"; $curl_post_fields = "authtoken=". $auth."&scope=crmapi&xmlData=". $xml. "" ;//request parameters $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $curl_url); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, true); curl_setopt($ch, CURLOPT_TIMEOUT,
How do I change Phone number layout?'
Hello, When I type in telephone number in leads in CRM, it takes per default the US format. How can I change this? Thanks in advance. Miguel
How cam I close all the open task when the potential stage is changed to closed lost?
I am trying to create a workflow where once the potential stage is changed to closed lost all the open actives will be changed to completed?
Zoholics Experience
Hello everyone :D What do you all think about the Zoholics events? I attended the event in Utrecht, Netherlands and I was pretty happy with everything, all the presentations and people I met, and also impressed by the dedication of Zoho Agents, they were
Grandstream PBX
Hello, How should i generate the generate the Auth Token ? cause i'm triing this API URL "https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Usern ame/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName]" but nothing happened and always back with error " 404" Best Regards, Mohammad Ziad
Updated Module Fields in Zoho - Deletes Previously Entered Data
Hi there, My company was going through changing the field names in various Zoho Modules we created to better fit our needs. Information had already been entered into these fields, and we didn't think changing the field titles would delete the data stored within the fields. Unfortunately though, we have direct evidence that changing field names in Zoho Modules DELETES the data that was previously entered. So the question is, once a module and fields are set up, there's no changing them, for fear
missing contacts
Hi, I've recently started using Zoho and populating my possible clients and contacts list. At some point i started missing some contacts I had previously introduced but I thought it would be me not having properly saved them. This afternoon before leaving the office I just could see one contact, which is pretty worrying because I had more. I just checked when I got home and I could see three, which is an improvement, but I'm still missing some of them. What's going on? I thought Zoho CRM would be
Uploading Lead History From Another CRM
Hello, is there another way of uploading lead history from another CRM? I have asked support the same question but they keep on saying to upload the LEAD HISTORY onto the leads. Literally hundreds of logs for a specific lead onto the FIELDS. How does that make sense? Can we make our own notes section or logs section where we can import these data and link it to the lead? Does it make sense that Zoho does not have this feature? We are going to be FORCED to DELETE THOUSANDS OF HISTORICAL DATA.
Contact Name and Account Name in merged email field
Can you have #merge field for both an account name and a contact? I cant figure out how to select/insert from two modules. Dear #contact name #account name is a great company!
Relationships Question
Hi All, I have a travel agency with the modules 'Contacts' and 'trips'. A contact can have many trips and all this works great. However, I now wish to manage passengers within Zoho but am coming up stuck. Let's take the example of a family. We have the lead contact who booked the trip 'Contact' and we have 3 passengers. 'Passengers'. The Passengers can be linked to the Lead Contact and then added to a trip, depending on if all 3 passengers are going or 1 passenger, for example his wife. This
blueprint transition - show description field as tool tip on hover
within the blue print editor, there is a section called Description. this is good for the developer to make notes but it would be more helpful if you could put in paragraph form what the transition is for and have it display on the transition button as a tool tip. its hard to describe when the transition should be executed or what it is going to do if executed in a very limited button. i have attached an example image.
Add States to Blueprint
Simple question: Does adding a State to a blueprint add it as a stage for all records NOT in the blueprint? Example: Default stages could be Project Match > Budget Quote > Formal Quote > Sent Invoice > etc If I add a state to a blueprint using the "add state" button, will that create a Stage for all Project records that are NOT in the blueprint, or will it only be visible to record in the blueprint? I need to be able to add a state/stage that is only visible from within the blueprint.
Zoho CRM account disabled
Hi there! I got access today to Zoho CRM and Recruit. I can get inside Recruit but not CRM. My CRM admin says I got access and everything looks good on his side, but yet I only get this screen saying my account has been disabled. Any ideas on how to fix that? We tried to remove my mail and back, changed passwords and even deleted all my cookies. Would love some help. Thank you! ofir.fischer@nlc.health
not able to import Leads
I am not able to import leads its showing its been imported but when i check todays lead its not there
Community Digest - April 2019
Product updates Set up recurring tasks and reminders in the Task Module in a new and enhanced way Read on about our new additions to the API circle - Query API and Bulk Write API Calender bookings made easy with Zoho CRM - Check out how Associate and dissociate records from related lists in Zoho CRM Read on about the Zoho CRM and Zoho Backstage integration Zoho Community Meetups Register for the upcoming Zoho Community Meetups across US East, Canada and Australia Tips and tricks
Integration into Epicor Prophet21
Has anybody connected Zoho to P21? Are there any partners that have done this that could be recommended?
Workflow Rule: Update Pick List in Contacts from Pick List in Custom Module
Hi, I'm trying to setup a custom function that would sync identical pick lists that I have in 2 separate modules, from a custom module to the contacts module. List Fields are called "Type" and "Status" (API Names are identical, too) My custom module has the API name: Intermediaries Currently struggling to get the syntax right. Anyone would have a sample code I could try it on? I browsed through a lot of posts, but none of them seems to do what I need. Thanks!
PHP SDK module->getRecords() "if-modified-since" customer header not appearing to filter by modified date
Using the PHP SDK, I am able to pull data from the "Quotes" and "Deals" modules using the following code: $api=$this->initializeZohoAPI(); $quoteModule = $api->getModule("Quotes"); $dealModule = $api->getModule("Deals"); $quoteBuffer = $quoteModule->getData()->getRecords()->getData(); $dealBuffer = $dealModule->getData()->getRecords()->getData(); Again, the code above works fine. It gets me all of the quote/deal information I expect dating back to at least 2019-3-26, seen here: However, when I
Is it possible to create and update leads/contacts via a HTML POST?
Hi- I'm looking into connecting an external lead capture form to Zoho and wondering if it's possible to create and update leads and contact using a basic HTML-based POST request. I've seen a few articles around formatting the data in XML, but this would need to be in HTML. With other platforms I've done this by either appending the parameters (email, first name, last name, etc.) to the URL or sending those parameters in the request body. Here are a few sample requests: Example of parameters in
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