Ownership reassignment notification
Hi team, Is there a way to customize the "Ownership re-assignment" notification? We'd like to further customize it with lead fields such as company, score, territory... Thanks, Ownership Re-Assignment: Hello Tony Sansico, You have been assigned ownership of the lead xxxxxxxxx Regards, Zoho CRM Team
Any recommendation for data security?
Hi there, I have these challenges: - customers in France don't want that Non EU people access the data - same for the opposite I've tried to set up territories based on the account location. BUT - it looks like it doesn't prevent someone from USA territory to see accounts based in EU. Did I make something wrong? - it doesn't apply to leads. Any recommendation for me to technically implement this security? Thanks, Tony
Email templates without frame for marketing automation
Hello, I'm currently implementing a marketing drip, triggered by deal stages and other conditions. There is something that prevents me from using it. Any template, even basic, comes with a frame. The recipient directly understands that this is an automated message, BUT we want to make it looks like if it was sent by a sales rep. Is there any way to remove the frame?
Display Funnel Dashboard
Hi, On our homepage, we have a funnel dashboard to display the deals that are currently in our pipeline. I have set it up so the data is grouped (report-> report presentation -> grouping) on the deal stage, which are named {1. New Deal, ...., 5. Final}, along with stages for after payment. However, the funnel visualization chooses to display as 3,1,4,5 (we don't often have deals that stick in stage 2). Refreshing it a couple of times now and then swaps it to 5,3,1,4. Obviously, I want it displayed
CRM "On User Input" trigger
Hi I've been working in Creator for a year, now developing in CRM. I'm quite confused, I use "On User Input" so much in Creator, but can't find any way to replicate it in CRM. Are there any ways to trigger a function when a box is checked, and not when the record is saved? Thanks! Levi
Open / Click Sales Team Follow up
How can I send a follow up task request via ZOHO CRM based on opens/clicks of a campaign. For instance, I sent a campaign, I got 10 clicks, I would like to send a task to the contact owners of those 10 contacts to follow up with these people since they expressed interest. Better yet if theres a way for the system to generate a task automatically thatd be optimal.
Zapier - Retrieve Entire Contact Form
I've been trying to work with Zapier lately to connect with some external services in ZOHO. However, in Zapier, when you use the "Find Contact" action to retrieve an associated contact, it doesn't provide the entirety of the data, just the basics (i.e. email, phone, name). Is there any way to enable this capability to retrieve all contact data, or a workaround?
Migrating authtokens from v1 API to new access_tokens (API v2)
Hi, I'm doing migration to the new API v2. I have a question concerning new OAuth flow. Do you plan to offer some kind of migration mechanism to move existing authtokens to the new OAuth flow authorization? I understand that this could be a problematic as with new flow user accepts the access permissions scope and such migration could require an assumption for permission level to be equal with the old authtoken scope. From the other side it could be nice feature to migarte existing API authenications
Phone Helper for iPhone - Initiate calls from ZohoCRM on your computer to your iPhone.
I'm proud to announced that Apple have approved my first iPhone app recently. Titled Phone Helper , the app allows you to initiate calls directly from your computer's web browser. As sales professionals, you will enjoy the simplicity of clicking on telephone numbers from the Zoho CRM's web interface on your computer instead of having to dial the numbers. Phone Helper will save you the time it takes to dial letting you focus on what's on your screen. No more misdialed calls. A free account and a complimentary
Bug sorting by date & time fields
I have a simple sort by interest date, which is a mm/dd/yyyy hh:mm field. As you can see in the photo, it does not properly sort.
ZOHO CRM Reports - Notes report pulling duplicate entries summarizing dupes
Hello, I am having an issue when I try to run a potentials report with notes within and the way it summarizes data. I understand you cannot run a report with only "the last note created" however when I try to run a report with notes within the last month for instance there may be certain potentials that this applies to multiple times producing multiple lines of information. When I try to summarize the data it summarizes the duplicate lines as well even though its relating to only 1 potential. how
Bulk migration of Emails from prior CRM
Emails are obviously an important part of the CRM equation. In our migration to Zoho, we were told that there was minimal support for bulk importing emails. Note we do NOT use Zoho Mail. These emails do NOT reside in an email server, but instead we would expect to import .eml formatted files or some other type of file import. This email import should also support attaching these emails to accounts, contacts and/or opportunities. Ideally, an email should be linked to all 3 if applicable.
Instant actions gone from Workflow Rules?
I had the Pro edition some time ago. It was downgraded to the free edition for a period of time, but now I've upgraded it again to Pro. I had set some workflow rules that included Scheduled actions when a new lead was created, and suddenly they don't work anymore. Instead a note says only available in Enterprise edition. Am I losing my mind or did Zoho change this feature essentially downgrading the pro edition while increasing the price. If this is the case it's back to free for me and that was
Search within a Multi-line Field of more than 2,000 Characters
Hi, I need to perform a search within a multi-line field that has more than 2,000 characters. However the filter function isn't available if we increase the character limit to more than 2,000, and the global search isn't very accurate (gives many irrelevant results). How can I do the search then? Besides, can you report the filter issue to the product team to see if they can integrate that to their next update? It seems to be a simple change, which will help us a lot. Many thanks.
Best way to export data between a Zoho CRM to 3rd party database
(Through API's)?
We have almost customized our CRM to the way we needed, but we need to export our completed deals data to a small proprietary database hosted on amazon. Which is the correct / easiest way to do this on Zoho's end? Use a webhook (in zoho CRM) to send the completed deals on Zoho CRM's recordid info to our amazon host. which will then trigger the zoho api (hosted on amazons server) to pull the data from zoho? Webhooks at first seemed like it would be the easiest way to send data, without the need
ZOHO CRM possible to put a delivery date on each orderline?
Dear all, i'm a new ZOHO user. I just want to ask you all if it's possible to put an delivery date (input field) on each orderline, so the customer can see for each product when it should/will be delivered. I hope you can help. Many thanks in advance. Hans.
Webhook to Lead
We are trying to get Leads into CRM from another CRM (completely different than Zoho). I thought we can use Webhooks, the problem is that Zoho Webhooks seem to be made only to Send data out of Zoho. Still I see Zoho Webhooks can be setup with the Method "GET". Do anybody know how to get Leads into Zoho CRM? Is it possible to receive Webhooks? Somehow? If all answers are negative, the IDEA is for Zoho to create "Webhooks to Leads", the same as "Webforms to Leads". Huge difference, it will allow us
Need help pulling in data from propertydata.co.uk API
I need to import data from propertydata.co.uk API to be entered into ZOHO crm. I have the API, I have the CRM field setup, I just need some help link one to the other. Thanks :)
API Setup 101
Hello, I would like to be able to use the Zoho API. I've spoke to our developer and he says he needs the following information (see attached graphic) I've looked herehttps://www.zoho.com/crm/help/api/v2/ I have generated a Auth_Token but have no idea where to get the other information.
OAuth2 Verification through Google Scripts (Please help!)
Hello, I am having a great deal of trouble trying to set up OAuth2 from a google script within Google Sheets to change values in Zoho CRM. I cannot figure out how to receive the Grant Token and then resend that in a POST command. I have tried following Google's OAuth2 github documentation and Zoho's but I am unable to solve my problem on my own.
Strings and Captcha
Hi guys, This is the first time I write on the Zoho CRM's board. I was noticing on my settings there is feature that if brought to the table might be really interesting to use. 1) Captcha. The captcha we use ask for a numeric digit. I am afraid to lose leads just for a number. So i was thinking, is it possible to use something similar to Google's "i am a human being" to avoid spam from bots who mess the CRM up? 2) String for "Preferred contact". Sometimes i have perplexities about how to reach
Birthday of Child Contacts
Here's my set up. I have an education center for kids. Each family has an account. Each parent is a contact. Each kid is a contact and has the birthdate field filled. I want to run a report that pulls all the kids with a birthday within 90 days and sends an email to their parents. Anyone know the best way to do that? Dale
Storage
CRM Enterprise Edition includes 1GB of storage per org + 1GB of storage per user. It also includes unlimited Records. Am I correct in assuming that the storage used by these records doesn't affect the Storage limits? 2nd question: Does anything other than Attachments affect the Storage limits? Thanks!
Events tied to Multiple Potentials
The way our business is structured we sell multiple lines of products to single customers (an engaged customer in our business is on 15-25 distinct "programs"). Because of this we generally have one potential per product line or program. Often we are juggling multiple potentials at the same time but we go to the customer for one meeting to discuss and follow up on a few. I've asked and there isn't a way to tie a single event or meeting to multiple potentials (eg. we go in to discuss office supplies
Migrate from Bullhorn to Zoho CRM
Dear, We are using bullhorn as CRM tools since 1 years. Now we would like to use Zoho CRM. The bullhorn interface is to slow and not adapted for what we are doing now. How can we migrate our customer data from Bullhorn to Zoho CRM. Is there any tools, API to help doing this quickly. Thanks PS: http://www.bullhorn.com/?utm_expid=93119204-6.oWgKpItiS--e5Ex0Ln6VRw.0&utm_referrer=http%3A%2F%2Fwww.google.fr%2Furl%3Fsa%3Dt%26rct%3Dj%26q%3D%26esrc%3Ds%26source%3Dweb%26cd%3D1%26ved%3D0CCIQFjAA%26url%3Dhttp%253A%252F%252Fwww.bullhorn.com%252F%26ei%3D30xwVay4JYKuU5O5gLgG%26usg%3DAFQjCNF_0pzIS8c5CeSN1e_Y2M18SNgHCg%26bvm%3Dbv.94911696%2Cd.d24
Need to reset and in migrate zoho crm... help.
Hi. After over a month of trying to get sales data in zoho CRM, I have just been informed that if you have already added *any* data to zoho CRM - eg. you've imported contacts - then the migration tools will not work. They will appear to take the data files - in this case, Sales Orders and Sales Order Details - but will not process them. There is also no import routine for Sales Orders. In short, you get one shot to import your CRM data, and it must be done on a clean installation. So what I've got
Look through our recent feature releases and enhancements
Hello everyone, In this post, we will take a look at three feature enhancements that we recently had in Zoho CRM. View CRM user's role and profile in Zoho Projects While creating or associating projects in CRM you can view what role and profile a CRM user holds in Zoho Projects. You can either proceed with allotting the project to the user or change their role or profile based on the requirement of the project. For example, Smith Jones's role in Zoho Projects is Trainee Sales Rep and his profile
Products in Zoho CRM
I have center that teaches children. I would like to be able to track and report on which courses they are purchasing. I want to be able to answer these questions: Show show me all parents who purchased product "X". How much revenue did "product x" bring in. What is the best way to do it. I am thinking the products module isn't really for doinkg this. Dale
What is the best way to adjust a sales person's revenue for refunds?
Just started using Zoho for our sales team, however we are not yet using it for transactions (that happens in another system.) Currently, in Zoho, we are only tracking sales person's revenue by Closed Deals. Our products come with a 30-day refund period and, if a customer refunds within 30 days, we deduct it from the sales person's total sales for that month (usually the month after the deal was actually sold.) What is the best way to adjust the sales person's revenue in NetSuite without throwing
contact to lead
I am new in Zoho - how do you change a contact to a lead?
"Last name" should not be required
We generate leads off our website and do not require full names. I cannot understand why I'm unable to make "Last Name" an optional field? I saw another post about this topic but there was no response from Zoho. Thanks.. Matt
Function #48: Tracking refunds and adjusting the sales executive's revenue in Zoho CRM
Welcome back everyone! Last week's function was about creating an event from Deals automatically. This week, it's going to be about real-time recording of refunds and sales revenue tracking based on the refunds. Business scenario Having a clear refund policy goes a long way in gaining customer trust. Depending upon the line of business, the refund window might vary. This is even more important in the case of online purchases where customers get to see and feel the product only after making the purchase.
Creating custom function to update field from one module to another
I am trying to create a custom function to update a field from a custom module to a corresponding field in our Account module. I have searched Google and YouTube, but the information/examples I have found are for older versions of the Deluge script writer. Any help you can provide is appreciated.
Copy Email From Contact to Custom Module
I am able to get this to run, but nothing is updated in the Custom Module Arguments = assId = AssetId (CustomModule1) assIdStr = assId; assDetails = zoho.crm.getRecordById("CustomModule1",assId); contid = ifnull(assDetails.get("CONTACTID"),""); if(contid != "") { contDetails = zoho.crm.getRecordById("Contacts",contid.toLong()); contmap = Map(); contmap.put("Email",ifnull(contDetails.get("Email"),"")); contupdate = zoho.crm.update("CustomModule1",assIdStr,contmap); info contmap; info contupdate; }
Custom Function to Create Sales Order from custom module
I have created map SOMap and I am trying to create a Sales Order for Zoho CRM using .create(). I believe this is correct, but no Sales Order is created when I run the code. Am I missing something? My code and the map are contained below. SOMap = Map(); //Lots of code filling in the SOMap (map shown below) createSO = zoho.crm.create("Sales Orders",SOMap); SOMap: {"Billing Contact":"Derek Doughby", "On-Site Email":"bailey@dragonfly.com", "Products":[{"Product Id":2819172000000134131,"Quantity":"1",
Zoho Mail and Zoho CRM
Using ZOHO mobile version there is no way to see the email associated to a contact or to a lead, this makes ZOHO useless on the move, and this is opposite to the trend in the CRM industry. But also moving from IMAP to POP configuration, as I had to do recently to integrate ZOHO and ZOHO mail , you will lose all the associations between Deals and Emails.... I had 1 year of work spend associating each email sento or received to the related deals and all this job is gone. And I cannot even fix it now
quotations from crm not showing up in zoho mail
When we email a quotation from the CRM, it doesn't show up in the sent-items from the zoho mail application.. Any help with that.
Unable to add Widget
Hi, I am unable to add a widget to Zoho CRM. I followed the procedure on how to create, validate and pack the widget (please see attached screen shot which shows validation successful). When I add the widget it throws error (please attached error). Please let me know what is the issue here and how it can be resolved. Thanks Siddharth Rai
Webhook JSON Post Error
I'm attempting to create a webhook that sends an HTTP request to create a contact using Freshdesk's API (http://developer.freshdesk.com/api/#contacts), which is pretty straightforward. I've been able to create new contacts on Freshdesk with a Ruby script, but I cannot get it to work with the webhook on Zoho. Below are the three issues I'm hoping that I'm politely requesting that someone please walk me through simply, without pointing me to yet another Zoho reference page that doesn't answer my question
Simple Button script doesnt seem to make a deal
Good Morning Im eventually trying to copy all custom fields in contacts to deals, but I cant get this simple button script to make a deal. As you below im just putting a hard coded string into the fields, but it still does not create a deal. Arguments = module_id = contact_id ========== deal_map = Map(); deal_map.put("Potential Name","Bob Jones"); deal_map.put("Deal Name","kelley test"); deal_map.put("Stage","Reviewing"); deal_map.put("CONTACTID",module_id); zoho.crm.create("Potentials",deal_map);
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