Product assemblies
Could a solution be made so that a selection of products be gathered into a next-higher assy (combined unit comprising of smaller items) to speed up quotes and collate similar/relevant smaller units for a next higher unit (larger item). runebakken
No Call Report - Accounts Module
I need to create a report to show all Accounts which have not been contacted in the last 90 days, however I am unable to do this. i can only do it through the Contacts page which doers not give us an accurate report as we have several contacts per Account not all of which are contacted
ZOHO CRM for a mix B2C - B2B model
We are working in the building renovation market. Our customers are mostly individuals. But we also have customers like Architechs, Contractors or Neighbourhood Associations. The standar account-contact model looks to work with us, becouse sometimes we consider the father as account, and his wife and some of the chidren as contacts. Some times we have a contractor with various customers, so we have them all as account and we use the parent account field. The problem we have is to convert a lead that
Donor Management vs Zoho CRM
My nonprofit is trying to start using ZOHO Crm. We have had several past events and we have lots of donors from each. Would it be better to use Zoho Creator and the Donor Management app or should we set up Zoho CRM to reflect the fact that we're a non-profit and not a typical sales-related business? If anyone could give us some direction that would be super helpful. Thanks!
ZET CLI
I have setup the ZET CLI and can not seem to get it to work. I go to the http://127.0.0.1:5000/app/main.html page for the sample, and I get the sample page with the styling so it is reading CCS and java. But it does not seem to talk with Zoho CRM. what am I doing wrong. Bob Lozinak
Moving a customer from a custom module to contacts
Hi I'm looking to find a way of moving an entry from a custom module I've created to update information in a contact. The basic workflow is as follows. 1. Customer expresses interest in one of our courses by completing a short form that creates an entry in 'Leads'. 2. When ready to commit the customer then completes an application form (that captures all of the important information we need to enrol them on a course). This is currently through a custom module I've created called 'Applications'. When
Reports for "Me and my Team"
We are coming from Salesforce and there you can filter CRM Reports by "Me and my Team", when you open a report like that you see your records and if you are a Team Manager you see all your subordinates' records. It's about getting your subordinates' records in the same report they use. If they open the report they see only their records. It allows you to handle only 1 report for you and your Team. Actually in Zoho CRM you have to build 2 reports, 1st yours including all your subordinates and 2nd
Why can't I see all my "Notes" that are in
"Contacts" in "Deals".
I tagged a sales person in Notes in a Deal asking him to update the record. He told me he was waiting on me for additional information. I looked at all the Notes in Deals and could not figure out where we left off. I then went into the Contact record and there was an additional Note there that was not in Deals. We should have an option to see all Notes as we have the option to see all email in Deals. Actually, I think it should default to see ALL Notes and Emails unless one specifies otherwise.
Heads up: Data server maintenance on EU and CN servers
Hello everyone! We are executing server maintenance on our Europe and China data centers on 13th May 2018, which falls on a Sunday. The maintenance activity is scheduled to happen between 2:00 AM and 3:00 AM BST on the said date. During this maintenance activity, there could be minor disturbances in accessing Zoho CRM and it shouldn’t last more than 5 minutes. Once the activity is complete, Zoho CRM will be restored to its full function. We wish to inform you of this maintenance activity and its
webform url capture
I have a single form I want to use on multiple pages. when the form is submitted I want to capture in CRM which page the user was on when they submitted it. I have added a hidden field (URL field type) onto the form, I just need to know how to populate that field with the URL of the page when the form is submitted. Any ideas? thanks
CRM webforms - stopping redirect
Hi there Anyone know how, when using CRM webforms, i can stop a user being redirected to another page after they submit a form. I have never seen this done on a website, you normally just display a thank you message to the user and this is what I want to do... thanks
Move Notes section to top
We are using the Enterprise Edition. We would like to view notes and recent changes to the account immediately on the top of the module layout. I've seen that other people have previously enquired if it is possible to change the layout in such a way. Has a solution or workaround been found? Thanks.
Time Date Difference- Workflow
I would like to ask if this conditional statement is possible: var1=2018-05-11 16:24:26 var2=2018-05-11 16:51:14 if(var1.toTime() >= var2.toTime()){ // sample codes here } I'm trying to compare two time dates, but it isnt working. I've tried researching but there aren't many documentation about this query What can be wrong? Thank you
Worflow Function
Hi! I'm curious if there's a way to count how many times a particular workflow function is triggered?
Automation question
I am trying to make an automation task to do two different things. One is to create a new tag for a record and the other is to send an email notification. This will be based on a specific date field is 60 days or older. I have tried everything and it isn't working. Is the time set for what time zone? And on that time, does it run everyday at that time and look for those conditions to be present? Any help in getting this working would be great. Albert
Zoho CRM Subform Field Widths
We just set up subforms in our Zoho CRM account but can't figure out how to fix the field widths. I've looked in modules, the subform itself, and the field properties itself, and can't seem to find it. For example: Our "Product" field (a lookup that finds our product name) might be 15 characters wide (we need longer) While the Quantity field might be 20 characters wide (where we really only need 3). Even if I adjust the number of characters allowed in a field, the width stays the same.
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Allow FB type feedback on Notes
When a feed pops up I sometimes just want to acknowledge it with a thumbs up. That allows the person who entered the note to know that I saw their Note. It also helps me when I return to the record to see that I already knew about the Note/action taken.
Why is the GCLID Field Not Available in Reports?
When creating reports, the GCLID field is not included in the "Available Columns" to display on reports. It is not selectable in any section of reports. Why? Thank you.
"You do not have permission to access Zoho CRM..."
...Please contact your administrator" - I am the adminsitrator - I was trying to fix a Google Calendar integration bug. I started out by using a yahoo address as a login even though I was running the app in my google domain. Application worked but it was pulling data from the login id rather than the underlying app and domain to determine Google calendar integration (this is weird). Finally got a response from support to use my google domain email as my login. I went to make this change, first
Tip #45: Pause Zia Reminders when you don't need them
Here's a tip for this week, where we'll tell you when and how you can choose to pause your reminders from Zia. When you have hundreds of leads and contacts to follow-up with everyday, it's really tough to prioritize whom to contact first, and when. Zia, your intelligent sales assistant comes to the rescue by suggesting the best time to contact them. However, scheduling your day around these best time to contact suggestions can be rather tricky. You can't be setting reminders based on these best times
Password reset
Two days ago I changed the password for my superuser as if the superuser was a user. Everything looked good, but when I tried to login again with my new password, it did not take accept it saying it was a wrong password. I tried to use my old password, and couldn't get to it either. Please advice. I have contacted support@zohoaccounts.com for the third day in a row, and still have had no answer to my issue. What is the turn over time for an answer. Thank you.
Opt in via Zoho CRM
Hi, As the 25th gets closer will Zoho be providing a system whereby I can send an email to all my contacts and leads with the opt in requirement to satisfy the GDPR requirements? Many thanks, Kellly
Possible to decide what Emails show up in CRM?
When email is integrated with CRM, is it possible to select what emails you want to show up on a Contacts record? Please note, I'm not talking about making them private or public, I'm talking about whether you want them to show up at on the Contacts CRM record at all. I have some sales contacts that are also friends - there may be hundreds of small talk/irrelevant emails going back and forth between us. Others may be very important. I'd like to select the ones I want to show up in CRM on the Contact
This Web Is Very Low
This Web Is Very Low.
Track lead
Hello, I want to know if there's a way to track my lead after I converted it. Is it possible? I want to have an accurate number about my leads historic and it'll be possible if I track them. If there isn't a way to track, can you have another idea to solve it? Thanks in advance.
Abak 360 integration
Hello all, i'm wondering if there are any existing integration paths between Zoho CRM and Abak 360 (project management software). I've run some searches here and on the web and haven't been able to find anything. if nothing already exists, what are some workarounds to get both softwares to talk to each other? thanks!
ZOHO CRM & GDPR
Good morning, how exactly will be ZOHO CRM prepared for GDPR? We need * a way for gaining of contact agreement with evidence and using of personal informations with automatic saving in zoho * agreement is gained for a time period - we need automatic e-mail opt out after period ending Thanks Petr Maly
Query | Subtotal field
Hi, We need to be able to visualize within the Purchase Order module, a column that shows the "amount without tax " of each order. As we do not have that column, there is a way to modify the "Subtotal" field in the "product details" section, so that it shows the amount without the tax?. The idea is to continue calculating the tax field but the subtotal takes the value of the amount. That's right now: So it should be seen: Sincerely,
Pricebooks, automated prices and VAT - zohocrm can't handle that?
We recently emailed support asking for a way to have zohocrm automatic add value to list price and add VAT, and recieved a concerning reply that zohocrm can't handle that. Are we the only organisation that needs a way/method to handle quotes, pricing and VAT issues automatically? If you have had the same issue and found a solution are we very interested in your solution. Zoho replied "We may analyze the option to automate this in our future road map." - doesnt sound like a near solution.
Are we obliged to send consentment email to all of our subscribers?
Many of our contacts have given us their emails and some of them never open their emails. Are we obliged to send consentment email and what if they do not open it at all?
zoho.crm.searchRecords() when criteria contains a pipe character
How can I escape the pipe character in a criteria value when using the zoho.crm.searchRecords function? Example: name = "Bank Fu | US"; criteria = "(Account|=|" + name + ")"; accounts = zoho.crm.searchRecords("CustomModule2", criteria);
After changing language I have form field values in both languages at same time
I started using Zoho with English as my language. Than, I changed it to Portugues. However, when I have to fill a form field now I got both, English and Portuguese values, what is a mess. Examle: In Negocio->Estagio: I can choose : "Fechado (Ganho)" or "Closed (won)", what is the same thing. Please have a look at the attachment. Thank you, your product is great! Rodrigo
How to link Potentials record with Contact through the Zoho API v2
Hello, I'm trying to create Potentials through the Zoho API v2 as follows: $record = ZCRMRecord::getInstance("Potentials"); $record->setFieldValue('Deal_Name', 'Phase 2: Vladimir Mitrovic'); $record->setFieldValue('Closing_Date', date('Y-m-d', $_SERVER['REQUEST_TIME'])); $record->setFieldValue('Stage', 'Phase 2 Purchase (Won)'); $record->setLayout(ZCRMLayout::getInstance(POTENTIALS_PHASE2_LAYOUT_ID)); $recordsArray = array(); $recordsArray[] = $record; ZCRMModule::getInstance("Potentials")->upsertRecords($recordsArray);
Zoho Crm API insert doesnt trigger WorkFlow
Hi! I am using the Zoho CRM with a third party application and am using API. I have created a workflow alert for insertion into Leads. I receive the mails when I directly make an entry but am not receiving the mail on inserting data thru the API. And yes, I set wfTrigger to true. Any help will be greatly appreciated! Thanks!!
Hawksoft CRM for the insurance industry vs. Zoho
I have a prospect who is currently using Hawksoft for his insurance company but he's considering letting us set him up with Zoho. His current CRM is industry specific and was created by a coder who was also an insurance agent so it has integration features that allow for specific carriers such as Allstate, Geico and others to easily make updates to policies and things and the information automatically feeds in to the CRM. Does anyone have any information regarding the advantages of Zoho over this
Import leads and automatically change lead owner
Me and another user will be importing leads for our company. We have another user account on the system that we want all leads to be set to automatically. In the meantime, my workaround has been with a custom view with conditions set like me as owner and no lead status, then I mass change owner. I know there has to be a way to do this automatically using automation. I have messed around with it and couldn't get it to work. Anyone have any input on this sort of workflow with importing leads and
How to do SMS Integration?
Hi! I e-mailed support@zohocrm.com but unfortunately didn't get any response yet. So I was hoping that maybe someone here in the community knows this: I can't do this with workflow function and blueprint. I'm thinking this can be done through custom button using widget, but I'm not really sure. So I would like to ask an advise for possible solutions. This is what I'm trying to do... sending and Tracking Text Mesages to Contacts/Leads: 1. In the Leads/Contacts module view page, a Send SMS button is
custom modules
Hi everyone, I would like to use the zoho crm as a phone dialler, i want to input my data that i receive in small chunks of around 80 four times a day. I want to have custom modules in zoho. I want to input the data into Custom module 1 named "New Data" The sales agents will call the new data and depending on the outcome of the call they will press a disposition. Example "Voicemail", "Call back", "Bill payer not available" etc etc. I would like all the custom modules to be the same name as the
Adding Multiple Events
I am looking for a custom function (or any solution) where multiple events can be inserted based off an update in potentials. Basically, we sell days of training. When we sell the training it is usually between 4 and 6 days of training. What I want to do is allow for the creation of multiple events based off the number of "Training Days" (a custom picklist of 1-6 in our potential module) selected when the status is updated to "Closed Won". Initially, we do not know the exact dates, but having them
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