How to change list order in quote
I want to change the line item list order in a Quote. I don't see any way to do this other than deleting line items and inserting them again in another order. Thank you.
Sendmail Owner Signature
Hello, When using Sendmail via a custom script I would like to be able to: - send the email as the potential owner - include the Signature of the potential owner Any help would be much appreciated? Thanks
Zoho CRM to ERP Integration
We would like to integrate some of our sales history, open order & accounts receivable data from our ERP accounting system into custom fields within Zoho CRM. Is this feasible?
Extra fields added to deals not appearing
Hi there, I'm trying to add some source information for deals. The first attachment is a screenshot of a category of fields I have created for source information in the layouts and fields editor. The problem is, none of these fields actually appear in the deals tab. Instead, only the first, lead source, appears, and beside it is a lock icon. The second attachment is a screenshot of this problem. I have no idea why this is happening or how to circumvent the lock. If anyone could help me I would
Task List in Zoho CRM
We use Zoho CRM and have a module called Deals. What I looking to do is create for each Deal within that module, a standard check list. Each time a new deal is created, a blank check list is created The check list will be a list of tasks which has to be performed and when each task is completed the person who completes that task can check a box or something similar which will then record who completed that task and when that task was completed. What is the easiest way of facilitating this? Thanks
Editing Activity Types
Is there a way to change an activity from task to a call? Or a call to an event? Or an Event to a task? We have transferred our information from a different CRM into Zoho and are trying to sort through the old data. I have tasks labeled as "Call Back" and would like to change it from a task to a call. Does Zoho support this basic functionality?
V2 accounts API not fetching all records
I'm fetching a list of our CRM accounts via the accounts api at https://www.zohoapis.com/crm/v2/accounts We have 459 accounts in the system, but the API is only fetching 102 of them for some reason. Looking at the datastamps on my local database, I can see that the API fetched ALL data successfully on September 6th, but has since then been only doing this partial fetch each day. Has anything changed in the API?
Using IF Function in Formula Field
Trying to return something other than the 1 (true) or 0 (false). Seems simple enough but I am stumped. If(${Contacts.Sales YTD}>75000,'Gold',(If(${Contacts.Sales YTD}>55000,'Silver',(If(${Contacts.Sales YTD}>35000,'Bronze','Not Rated')))))
I'm looking fr new CRM system
Hi! At this moment we at https://vervo.lv/lv/ are looking for new CRM system. Our services can be described in three words: easy, safe, beneficial. Our services include everything you need to transport your cargo safely and reliably from point A to point B regardless of the amount of cargo or its destination. Do ZOHO CRM can be modified for logistics companys?
How do you know when a lead is waiting for approval
Hi Is there anyway of being notified that a lead is waiting to be approved? I am not using Zohos web to lead, I am using an external form and the API. Steve
Use of ERP and ZOHO the same time?
hello, Is it possible to interface ZOHO CRM with ERP? I use ZOHO CRM to manage as my prospecting in parallel but I use a management software "house" (ERP) to manage all the activity of my company (accounting, inventory, purchasing, treasury, HR ....) .dropoff window I would like to connect the two in order to have the same information on both software and avoid duplication. Is there any API? can we create batch to update a common database? Thank you for your solutions Best Regards, Cédric
Price update from ERP
Hi We have over 600 products that the prices change sometimes daily. Price list is maintained in our locally built ERP system, but we would like to use Zoho CRM to do Quotes. How can I fetch todays price and update product price automatically from ERP. Don't want to import every day Thanks
Zoho API with ERP
Hello-- In efforts to gain more information on Zoho and ERP API, I am hoping to answer the following questions: To connect our Zoho database with the database we have in our ERP. Our ERP is hosted on a local server. with this in mind, would this solution be added to an existing application or written as a new application? If added to existing app, What programming language and database would be used? Does Zoho have a requirements document written with Screen drawings for the new solution?
Zoho CRM Backup Email Missing Links
Hi, I recently backed up everything on CRM (about 10gb) and received an email with two links to zip files: 1. Data 2. Attachments_001 In the past there used to be lots of Attachments_00x files, but now only one. The Data file downloaded fine, so did the Attachments file, but it was only a partial backup (1gb worth). I then discovered if I downloaded from the same URL, but changing the query string to say Attachments_002 instead of Attachments_001 this contained more data. I did the same with Attachments_003,
I want to print in bulk with a template of an invoice created with ZohoCRM
Hi support team Please help us. I would like to bulk print invoices created on Zoho CRM. ZohoCRM does not have the function to bulk print invoices and quotes. Is it possible to implement this function using an application on Zoho? Also, are there any plans for this feature to be implemented in the future? please tell me. We are waiting to have you help.
Automatically sending leads to a Zoho campaigns email list according to a field
Hi there, I'm hoping to create a workflow function that automatically assigns a newly created or imported lead to a certain email list in Zoho campaigns based on a field (specifically, if the lead's source is event, I want them to go an event mailing list in campaigns). If anyone could help me with the code required for this function that would be great. Thank you
How to track lead activity?
Hello, Is there any way to keep track of a lead, like who has updated the lead, what fields user has updated, what was the previous lead status. Basically we want to see detailed lead logs. Thanks and Regards, Dinesh Kumar
integration ZOHO - MAILCHIMP
Hi! I am writing because I am trying to integrate my Zoho account with mail chimp. The problem is that everytime I try to do it in mail chimp I get the error "4102":"You don't have account in Zoho CRM" Can you help me please? best regards
searchRecords with multiple criteria is returning the search made using
the last criteria only (API 2.0)
Doing resp = zoho.crm.searchRecords("Leads", "(Last_Name:equals:Hawkins) and (Last_Name:starts_with:Pat)"); returns records for the search using ONLY the last criteria as if doing: resp = zoho.crm.searchRecords("Leads", "(Last_Name:starts_with:Pat)"); testing with other modules (Accounts and Potentials) and multiple fields (string, checkbox, numbers, dropbox) with the same results. It can be replicated by searching using the 1st criteria, then with the 2nd and then with both, the results are always
Filters
Hi We have Account Owners and Account Co-Owners (also same for Lead and Contacts) As a manager, I want to quickly look at a particular salepersons accounts that is a Owner OR Co-Owner It seems the filters in each of the modules is set to AND so when I select John Smith as Account Owner and John Smith as Account Co-Owner is returns no records even though he owns accounts and also Co-Owns some accounts. There is no way of getting past this is there. I think an option of And/Or should be available
Search function not returning results that are present in the database
Hi, When using the Search function to query our database we are not returning any results for specific database entries that we know are within the database. An example would be account number 'ABC1234', this is visible in the database under the 'Customers' heading, however when we search for 'ABC1234' no search results are returned. Any help or suggestions anyone has for this would be greatly appreciated. Kind regards Jack
Transferring task lists from the Projects module into the CRM module
Hi there, I have a task list in the Projects module that I want to attach to all of my campaigns in the CRM module. You can create tasks in CRM campaigns but it does not seem like you can create or import task lists. If there is a way to do this please let me know. Thanks, Will KK
CRM Macro: Can you allow to assign a task for the same day using macros?
We put tasks for some leads with the same day as due date because we need our agents to contact them right away. Trying to use a macro allow us to assign task with 1 day and more which means tomorrow and after. Can you allow tasks using macros to have 0 days after the macro has been run? so the tasks get the same day as due date?
#Zoho CRM - Insert and Fetch the details from MultiSelect Lookup field
Hi, I am using multiselect lookup field for adding list of contacts to my lead module record. I am struck with updating the multiselect lookup field , as it is working when I do it manually. Actually what am I need is to insert the records through custom functions. Let me know , if there is any possibility for solving this problem. Thank You!
Advice on filling in same telephone number - contacts and company
Hello all, I need some advice on filling in the telephone number with contacts and company. For example a company has one central telephonenumber -let's say 123 456 789- where the total company and it's contacts are reachable. Would you also add the telephonenumber 123 456 789 as the number of the contacts or would you leave that empty? Actually - the same question goed for emailadresses. Company mail adres - info@company.com. For example two employees who also use info@company.com as their mailadres.
Count the number of check-ins
Hello all, Is it possible to add a custom field to the customer record that automaticly counts all check-ins? For example: Customer/Company A has to be visitied by our sales-reps 6 times every year. If there have been three check-ins this is automaticly noted in Zoho CRM. Hope you are able to help me out. Regards, Sjoerd Koehorst
Cannot Send Email
When I try to send a email from a template I get this? Some of the URLs in the mail body may be inappropriate or blacklisted How do I fix it?
Community Digest - August 2018
Zoho CRM Meetups: The Zoho CRM meetups for the month of September are listed below. Register for a meetup in a city closest to you and meet our product experts and fellow users at a fun-filled learning experience to make the most of your CRM. Zoho CRM meetups in Canada Zoho CRM meetups in Switzerland Zoho CRM meetups in the US Automate using Functions Function #52: Automatically update the recent event date in the Accounts module. Function #53: Automatically name your deals during lead
API v2 campaign listing
Hi, I would like to use the API to retrieve the campaigns created. I have already been able to retrieve the accounts and contacts using the index but I am not sure how I should do for the campaign. I receive the error message "INVALID MODULE". here is my get: https://www.zohoapis.com/crm/v2/Campaign Thanks for the help!
How to mail merge pdf attach to workflow
Who could help me to find solution. I have to create mail merge document in PDF, attach it to email and send this document. Are there any ways of doing it? Have tried everything from Zapier to CloudConvert. I could manually crate PDF and download it but can't attach it to email template and assign to workflow. Will be glad if someone could help. Thanks!
New user invites not recieved
Hello, I am unable to add new users as the invites are not being received by the new user. We checked the spam of the new user email. We also tried a different email but the invites do not go out and so not able to add any new users. Can you please help?
Zoho Community Meetups in the US West Coast - September
Hello United States! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups are meeting in different locations all over the West Coast this September to discuss a few key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM Topics: Email Integration
Automatic Case Creation From Records In A Custom Module
HI All, I want to automate Case Creation and Closure from activities in a custom module. I can set up the workflow easy enough my issue is the deluge scripting - it's outside of my experience. (which is limited). For example Based on a criteria i.e Deployment = "Problem" I then want to automate the creation of a case. This case will need to associate with the custom record ID. Then in order to close the loop, I want to then update the case from Closed to then send a new value in the Deployment
Brief overview of our recent enhancements
Hello everyone, In today's post, we will take you through the recent enhancements in Zoho CRM. Let us take a look at each of these in detail. Enhancements in the Zoho Projects Integration Mapping Projects and CRM fields - While configuring the integration, you will be able to map both standard and custom fields from Zoho Projects with the corresponding CRM fields in the Accounts and Deals modules. This will ensure that the fields are auto-populated every time a new project is created in Zoho CRM.
Zoho page 'unable to make a call to xxxx（‘dialed number’）'
I am useing Asterisk and zoho crm. now I configed the authtoken key ,and the Asterisk server details . And I click the phonenumber my extensitons rings, when I pick up,it can call out to the dialed number, but the zoho web page show unable to make a call to xxxx（‘dialed number’）. When I change the trunk name to the dialed number. it's runing will,no errors. So who can help me to reslove this problem? Thanks a lot.
Drupal 7 Zoho CRM integration
Hello, We are searching for a custom developed Drupal 7 module in order to integrate Drupal 7 with Zoho CRM. We cant find anything. Are there people interested in collaborating with us to develop a solution together? Regards, Juan C
How to enable convert option for non administrator user
Hi, I'm facing a challenge while giving permission for convert option for non administrative profiles. I have some custom modules, in that some custom convert functions are there.(Operation: if any one click the convert button, that perticular record will move to another custom module). And I have four active user's including a administrator. Here the problem is other then administrator user coudn't perform this convert action. So that I have tried to give permission in module permissions.
two accounts on mobile
I have two free accounts. I would like to use them both on my mobile android phone. It will not let me do this. Can you give me specific directions on how to do this? Thanks Bill Swartz
Is it possible to add CSS?
Hi, Zoho CRM is fantastic and very customizable, but is there a way to edit the modules view with css? Because now it's almost all black and white and we need to highlight many part. Thank you Camilla
Urgent - CRM Mail Merge stopped working
Hello Zoho CRM mail merge with Microsoft Word is suddenly getting many "Invalid Merge Field" errors. We have seen this error before when fields or templates change, but in this case, the error message is displaying a blank for the invalid field name and we have not knowingly made any field or template changes in recent weeks. Attached is a screen shot of the error message. 2 of us are having the same issue so it is not PC or user specific. We are both running Windows 8 64 bit. The problem is
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