Tip#47: Using Custom links
Hello folks, For your tip this week, we are going to show you how you can quickly get more information about your prospects and their companies from third party applications by using custom links in the record page. When you are ready to call your prospects and make your killer pitch, it helps to know a little bit more about them and their business. So you switch to Google search, enter the lead or company name and browse for information like say their contact number, the size of their company, the
zoho crm import failed using excel file
How to interpret the error message: "Choose a unique field to identify existing leads. This will help you update the existing records from the file."? Reading the "Import Data to Zoho CRM" HELP article did not pinpoint "Choose a unique field..."
changing lead status after email sent
How can I change the lead status after the lead has been sent an initial mass email?
Reports and relations -
I need to create a report with Contacts and Solutions. Solutions has a Lookup Field that relates to Contacts However when I'm starting to create a REPORT, either beginning with Solutions or Contacts i'm not able to use a relationship between Solutions and Contacts
How do I script web forms to capture email address and contact information?
Is there a script or documentation about how to set up WordPress forms (i.e. Gravity Forms or Contact 7), forms built in React, or other forms of lead capture to push INTO Zoho rather than using Zoho forms?
Delete Sent email form CRM account module
we are currently running out of storage in our CRM account, this is due to individual emails (not template) sent several times to clients. How can we delete those sent emails, we are not using Zoho mail and our email setup is IMAP.
Calendar in CRM
I use the Zoho Calendar in the left list next to my zoho email page, but the CRM calendar is a different calnedar, the events do not cross populate. Not useful. How can I use my Zoho calendars in CRM?
Lookup VS related lists
I am not sure how to do this exactly so I will explain what I am trying to accomplish. My staff looking at a lead needs to pick a name of a company from a dropdown list. Once the company is selected in the dropdown, the other related information for that company needs to be filled in. The mailing address, etc. For now, I made a workflow rule that populates certain fields when certain conditions are present. The problem is that is time consuming to add in each time a new company's information.
Not able to find 'updateRecord' function ERROR
When you try to create a function that adds a country code to the phone number, it constantly generates an error. I enclose the code. What am I doing wrong?? Has got tired to search for the answer. *** update_phone_no_map=map(); // Map of countires along with their international dialing code data_set_extension_code={ "Afghanistan" : "93", "Albania" : "355", "Algeria" : "213", "American Samoa" : "1-684", "Andorra" : "376", "Angola" : "244", "Anguilla" : "1-264", "Antarctica" : "672", "Antigua and
How to send CRM email from my own server, not zoho's
How can I setup my CRM email to use my own SMTP server instead of Zoho's?
PHP Server SDK example needed
I have installed the PHP Server SDK for API v2. I am trying to search for a record based on an email field. However, the searchRecords function only has searchWord, page, and perPage as arguments. I don't see how I can pass a search criteria such as email=bill@microsoft.com to this function. Unfortunatly, I have not been able to locate documentation for the functions. Is this SDK ready for use, and is documentation available? Can you provide an example on how to properly use the searchRecords function
Update account field from Function
Hi, I am having a problem with a function I created that is triggered by a workflow in Zoho CRM. The code is: accountID = "1234"; zohoUpdateAccount = zoho.crm.update("Accounts",accountID,{"Billing notes":”testing”}); (The “Billing notes” field is a custom field I created. I have triple checked the accountID is valid - "1234" is a placeholder.) For some reason, this does not update the record. Is there a reason for this? Can I update CRM records from functions called by Workflows in CRM? Please
Is there an easy way to make Contacts Leads and make Leads Contacts?
Made the mistake of importing all my contacts as Contacts... now realizing that they are Leads in Zoho CRM, not Contact - that Contacts are converted Leads. Suggestions on how to easily change what I've got? Export everyone and important as Leads?
Contact roles in Potentials - more data
Currently our sales team have to make a lot of phone calls and switching everytime between potential and contact data is time consuming. That would be solved if in Contact roles detail view we could see mobile phones, home phone, and secondary e-mail data. Now this detailed view is not customizable. Regards, Marko
ZOHO CRM : Insert Invoice using InsertRecords API
We are working on a WordPress plugin which will create the new entry inside invoice module in the ZOHO CRM when the order is processed using the API. From the API Docs, it can be done using the insertRecords API. URL: https://crm.zoho.com/crm/private/xml/Invoices/insertRecords Also, we need to pass the following parameters to insert the invoice: https://www.zoho.com/crm/help/api/modules-fields.html#Invoices We have confusion about the Lookup data type fields ( http://prntscr.com/hg72sj ). Can we
Zoho CRM integration -which is the best SMS sending software?
Hi, We are planning to send sms to our contacts but we are not sure which tools are we going to use. We are in Zoho CRM standard plan and our options are SMS magic and Burst SMS. Any suggestion that you can give us will be greatly appreciated (Pros and Cons). Cheers Catherine
Outlook 2016
Hi There, after installing Office 2016 the Outlook Plugin does not work, (MS Windows, 64 Bit, Outlook 2016) is there ana possibility, to add a sent E-Mail "manually" until the Plugin will work ? I am a very new Customer of Zoho, and i LIKE it,
Automatically change stage after 10 days.
If a deal has been in a specific stage for 3 days is it possible to automatically switch the deal to the next stage?
Shift Office 365 email integration in to Office 365 module
Sorry if my title is unclear, but I noticed a strange disconnect in the way Zoho CRM integrates with Office 365 that could be changed to make things much more easier to setup. Currently, we have Office 365 integration for Calendar and Contacts in the Marketplace > Microsoft area of our settings. Additionally, we can connect our Office 365 Email in the Channels > Email section of our settings. Can't the two be merged, so when an Office 365 user is added to Zoho, their e-mail is (optionally) connected
New Reports and Comparison
This might not be a bug so to speak. In the new reporting system for comparing it gives you the option for a "picklist values" for the comparison instead of users or role. The problem with this is it does not allow you to use the "User" picklist fields. We have a multitouch sales process where we have multiple steps(and salespeople) for each potential. We cannot do the comparison by potential owner since the user changes by stage of the process. If we could use the "user" fields in the comparison
Alerts
Looking for a way to alert a user instead of an email notification... I want a POP-UP alert that an SMS text has arrived
CRM API V2
Hi, I'm migrating to the new ZohoCRM API and I found a case with tags addition/deletion to the contact. With the old API we could include the tag setup with resource insertRecords/updateRecords calls. For example updateRecords: newFormat=2&version=2&id=[some_contact_id]&xmlData=<contacts><row no="1"><FL val="Tag">Tag1,Tag2</FL></row></contacts> Can we do the same thing with the API V2 (by insert/update record endpoints) ? I found only a way to update tags setup using POST `module/actions/add_tags`
Bulk read post request api v2
I've dowloaded the postman request's library. Using postman, I'm trying to make a request for bulk read of a custom module. Using the Records->Bulk->Post request template as a starting point, I've changed the url to: {{api-domain}}/crm/bulk/v2/read In the body tag of the request, I've put the following: { "query": { "module": "Leads" }, "page":1 } After sending the request I've got: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" }
Logging out so often
I have noticed that I will be away from my computer for a little time and then it would log me out automatically. But this happens to my entire staff throughout the work day. Doesn't seem right. Should keep you logged in for at least 24 hours. Am I missing a setting or something here?
How to determine which products were quoted and sold during a specific time frame
I am trying to determine how to setup Zoho CRM so I can report on how many of a specific product was quoted/sold during a specific time frame. I have associated Products with Potentials, added them to Quotes and Sales Invoices and I'm having a difficult time trying to figure out how to get this information out in a report or dashboard. This type of report will let me know if I need to order more product based on how many are in my pipeline as well as help determine what my top selling model is if
CRM Custom Module
I need to add a custom module to store Collection Notes(Billing Notes) for our Accounts. The reason for the custom module is my Accounting Department wants their Notes stored separately so they can be searched or looked at on their own. The built in Notes feature does not have any categorization of notes. For this Custom Module I need to store DATE OF NOTE, NOTE, ENTERED BY. These are the only fields I want . There needs to be linked to Accounts and I have added the LOOKUP field for accounts. My
Analyze old data
I have the following excel sheets: - People asking for materials - People asking questions - People asking for a guided tour - People which ended up signing up for courses - and which courses they signed up for All persons would be identifiable either by phone number og e-mail. I would like to import all this data into Zoho CRM, so I could do a little analysis - and compare to whatever I put into Zoho CRM from now on. Is that even doable (like they all were in different places of a sales funnel)
Subforms not working
I tried to set up a simple subform in my leads layout. After saving it and going to a lead. The only thing I can see there are the field names. Nothing can be inputted at all. Am I missing something?
Grouping feature in Zoho Reports
That would be nice to add a "data grouping" feature in order to avoid adding too many fields in the CRM. For instance a grouping on lead source > chat, website, social networks grouped as marketing sources and sales visit, sales prospection, customer referral grouped as sales sources. The only option that I have today is to add a category in the CRM, I don't want to multiplicate fields in the CRM. Is that something already possible? Planed? Thanks,
Data migration tool for Notes and Events does not respect mapping of owner/user
I am migrating from a legacy CRM to Zoho CRM using multiple CSV files, using the Zoho CRM data migration tool. I am finding the migration tool does NOT respect the field mapping for Owner of Notes or Events. So when I import notes and events into CRM all of those records get set to myself as the owner. I need to assign events and notes to the users they belong to! For example, for Notes I am mapping users' EmailIDs to the field "Note Owner ID". But it doesn't take, I end up being the Owner on all
Amyone set up the CRM for Insurance. I'm looking for Life insurance
So I went through setting up the layout for the lead module. Surprise you cant copy to the other modules. I am so disgusted. Anyone have a CRM set up for Life Insurance or Similiar
ZOHO Unavailable?
Currently getting an error across my users that ZOHO CRM is temporarily unavailable. Will this be fixed shortly?
Zoho Community Meetups - Australia
Attend these meetups to: 1. Get a better understanding of Zoho CRM 2. Network with peers in and around your city 3. Meet our product experts and partners and get your questions clarified Register for a meetup in the city closest to you by clicking on the date of the corresponding meetup: Queensland Sunshine Coast Brisbane July - 30 Jul - 31 Other cities Sydney
CRM Notification from lead comment needs to include lead name
When one user mentions another user in a comment on a lead / transaction using @. The notified user receives an email with the comment. This email does not contain the name of the lead / transaction name which means that the message effectively has no context and is thus meaningless until you click to view the message. Please include the lead or transaction name in the subject line of the email.
Problem with Call using Skype feature
In my Zoho CRM, using Google Chrome, next to all of Contacts' phone numbers is a little telephone icon. I am in the United States. Hovering mouse above this icon displays "Call using Skype". However, when using this feature, the phone number passed to Skype has a "+" symbol inserted to the beginning of it. So for example, if the phone number on a contact is (212)555-1212, the number is passed to Skype as +2125551212. To Skype, this is an invalid phone number. Since the plus is there, Skype assumes
Web Form Displaying on Mobile
I created a Webform and copied the source code into WordPress. It works great on the desktop but does not display correctly on either of my iPhones 6 or 7. You can only see the field names but can't enter in the information. When I started typing my name, it shifted over so I could see what I was typing but I couldn't get back to see the field names. When turning my phone to landscape mode, I can't see anything at all because the keyboard blocks it. https://visitoceanside.org/group-travel-rfp/ Screenshot
Using an electronic signature (Zoho Sign) on a mail merge document
So we wish to create a mail merge template document in our Potentials module titled something like Project Walk Through Sign Off. Somehow we'd like for it to be a mail merge doc that would pull in info from the Potential that we may need to populate before our actual final walk through visit. Once on site we would need to pull up the document on a tablet (android version of CRM app) and have the customer sign off (Zoho Sign) on the project. Is this all possible? What's the best way to accomplish
Lead Pricing
Is it possible to assign a price tag to a lead? We have multiple vendors that submit leads to us and I would like to be able to track the pricing. Is there a way to do this? Thanks
Schedule Email Template
I need to schedule an email template to be sent 24 hours after a record is created in a custom module. I have played around with automation etc and was able to create a macro but I don't see a place to automate the macro... Can anyone point me in the right direction, please? Thanks!
School admission sales in Zoho CRM
I am just getting started with Zoho CRM and have a couple of questions (actually a lot). MAIN OBJECTIVE - GET STUDENTS TO ATTEND MY SCHOOL I want to use Zoho CRM primarily to keep information about all of the potential students that want to sign up for my school. I started out importing a list of everybody who wants a guided tour at my school as leads, so they are in my database. So first I disabled the requirement for a lead to have an account (company name), so I could just treat them as individual
Next Page