Formula for all Quotes for a contact
Anyone know if a formula can be written for the total of a quotes for a contact in CRM?
Auto creation of Opportunity Number
I am looking to create a field in which I can create a auto number for New Opportunities. When a new opportunity is created I would like the number to be created in the following manner. YYMM###-NN YY -the last two digits of the current year ## MM -the current month digits ## ### -an autonumber starting at zero that restarts each month ### NN -Nick Name of the current user. Could anyone help me with a formula or combination of fields that would create this for me.
Community Digest - April 2018
April's Community digest brings you some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. A big thank you to all our MVPs who have strived to help out fellow users in the Community! Take a look at our band of MVPs and more on how to become one here. In case you missed out on April's happenings in the Community, below are some highlights for you: Product announcements: Validation rules for an accurate CRM Rest assured, Zoho CRM has got you
Zoho CRM Error 4918
I am using your SyncApps integration to sync Zoho CRM Contacts to MailChimp. The API is returning the following error to my SyncApps log details: Error on sync: Module is hidden for your organization (Error code: 4918) The Contacts module is not hidden, so this error does not make sense to me. Can you help?
delete repeating events
I created a weekly repeating event to test that capability. I have two problems. First, I can't delete the repeating event. I can delete instances of the event, but no the entire event. Is there a place where this can be done? Secondly, one of the forums suggested that repeating events could be deleted on the calendar. But this event is not showing on the calendar.
Portal URL developer edition
Hi, I'm trying to activate my widget (that locally on my test site works) into the developer edition but I cannot find my portal URL so I cannot write the path to the widget correctly (and the widget doesn't display).
How to clone a template which is already present?
How to clone a template which is already present?
Does Zoho implements Queue operations when executing webhooks requests?
Hello, I need an explanation / confirmation regarding webhooks. Once Zoho run the webhook request, how you know that request is successfully accepted by the client application? What params can I use in response to confirm that the request is accepted and processed correctly? In the case of some error, will Zoho repeat the webhook request? Does Zoho implement the Queue operations so it's possible to resend a request again, for example, after a few minutes if the previous request failed? Please confirm
Why are SalesSignal Notifcations including emails between my colleagues and I?
Hi Zoho Community, I was curious why the SalesSignal notifications included emails between my colleagues and I? Especially emails that are irrelevant to our clients. We have some test records in our CRM of course for "testing" but could that be the reason why? Thank in advance for reading. Respectfully, Juls
Zoho Apps - Document Management
Is there any document management apps that can integrate with zohocrm. Also i am looking for quote & proposal apps (such as quosal software) as zohocrm quote doesnt solve my purpose at all.
Document Management
Is there a way to centrally store documents in a module so that all users have access? (Documents such as sales collateral, order forms, brochures etc.). Thank you!
Widget Zoho Crm contextual content
Hi, I need to display a particular google map (not the standard one) for my accounts in Zoho CRM. I think, am I wrong?, I should use a widget (it's an HTML page with some javascript) so I made one that displays the map the way I need and it works BUT the content is static (an hard coded address) while I'd need it to be the address of the Account record active when the widget was called (more than one field is involved: Billing Address Street, City, Code and Country; I guess the resulting string must
Web form not recognizing data input in portrait on mobile phones
Hey all, I have copied the JS Code into the web page and the form works fine on all devices apart from mobile phones when they are in portrait. I have tried different phones and different browsers with the same result. When the form is filled out it doesn't recognize this and states that the First Name cannot be empty. It will work if the mobile phone is in landscape view.
Zoho CRM with issabel
Is it possible to integrate issabel PBX with Zoho CRM?
Gibberish Shown when Exporting Data When using Traditional Chinese
Hi, I am an Enterprise Plan user. And I find that error Gibberish characters shown in the export CSV file as I am using Traditional Chinese (in both the field name and the field value.) And I have found in the forum that this problem was reported 5 years ago and there is still a problem there. Please let me know if you are going to fix it or i will simply switch to another CRM vendor. Thanks
Multiselect / Subform
Hi all, I am trying to customize our Zoho installation, in order to make usage as easy as possible. As part of our companies needs, I created a custom module (containing Song information) which needs to be combined with the Contacts (Song Writer) in a manner that allows a many to many relationship. My current build uses a multi-select tool to do so, resulting in a LinkedModule with the specifics of each Writer's share on a song, in which we can store his share, along with information regarding contract
I can't use a Formula field anymore and want to ask about an alternative.
In my early days of using Zoho CRM, I created a custom field in my Contacts view with a Formula to 'look at' the Company Name and replicate it in the custom field (after I'd converted a Lead to a Contact, I then 'edited' and saved the Company Name field in the Contact View). This meant when I ran certain Contact Reports I could 'see' the Company Name and therefore export the report view to Excel for a mailing list. I noticed today that this has stopped working, so I need to find a way of letting
Zoho Community is transitioning to a new platform!
Hello Community! Here’s an exciting announcement. Zoho Community has transitioned to a new platform and we we'd like to discuss this transition with you. Why the change? Our community was earlier hosted on Zoho Discussions, which is now EOL'd. Besides, we thought it's time for a makeover. The new platform. We’ve transitioned to Zoho Desk. Apart from an improved UI, the new platform comes with some major enhancements. Zoho Desk bundles help desk, user community and knowledge base, all in a single
Amount Field Function
I record 3 amounts figures as a currency field inside a DEAL. I want to make the Amount field be READ ONLY & have a function that adds up the NEW CUSTOM currency fields and populates this into the standard Amount field on a CREAT or EDIT scenario. The three custom fields are: Accommodation Catering Restaurant Any help would be great.
Replacement for Gmail contextual widget - Google is disabling contextual widgets on August 1 2018
Given that Gmail contextual gadgets will soon be disabled on August 1. Is there a plan to offer a replacement with a new gmail add-on? Instead of just the google chrome extension. The chrome extension requires our user to be logged into google chrome with their work account (not always the case, they often have a personal gmail account and a work gmail account they're signed into on their personal laptops) and also forces users to use chrome as their browser.
Can I disable the Skype link?
I need to turn off the Skype link feature as I do not use Skype to make calls. When I use my mobile device it is rather maddening to have the Skype link trump the smartphone's dial feature. Additionally, it's difficult even to cut and paste the number into Google voice on my desktop. Plain text would be much better. Thanks.
Double opt-in in zoho crm web forms
I have been reading some posts in your forum and you guys have to find a solution for double opt-in using web forms as we are legally responsible for doing so as 1st of may 2018. In Europe, anyone collecting personal data HAVE to apply double opt-in or we might be responsible for very high penalties.... Can you give me some information about your advances in this matter?
Same offering to multiple leads
I have the same offering I'd like to sell to multiple leads. How do I set that up in the deals so I don't have to do an individual deal for each lead? Is that possible?
Function #39: Update records in Accounts from Custom Modules
Welcome back everyone! Last week, we saw how to add subform records by having the records from other modules as a lookup field within a subform. This week, let's look at a function that lets you update records in Accounts module from records in Custom Modules. Business scenario Envision a scenario of you running a real estate business. The Accounts module contains records of all the partners associated with your company. For instance, Construction companies. However, you deal two types of real estates
Confirmed Opt-In or Verified Opt-In
Hello, I would like to know if Zoho CRM has a verified opt-in or double opt-in as we call it here. This would be the mail a user receives upon entering his data in a contact-form of yours to receive a newsletter, in which he needs to confirm his request before I can send him the newsletter. I do not mean the fact of redirecting the user to a thank you page. Does Zoho have this? Thank you! kind regards, Lars
I am at a loss here....
I have been working on this custom button all day and I have tried so many variations. I am trying to create a new record in CustomModule7 (API: "Service"). I have yet to be able to have it create a record, let alone populate anything. Function fires without errors. Here is my custom function: id = strId.toLong(); recContact = zoho.crm.getRecordById("Contacts",id); strContact = id; strOwner = zoho.loginuser; strServicename = "test"; mapService = Map(); mapService .put("Name",strServicename); mapService
CRM PHP Example Not Working
Hello, I am trying the PHP example code and getting a blnk page, any suggestions? Please help as I am using trial to see if I can get it integrated for company with internal systems and on a tight timetable before trial ends. I have attached an image of the output I get. header("Content-type: application/xml"); $token="AUTHTOKEN"; <--- I replaced this with the token I got from CRM API Generate Token $url = "https://crm.zoho.com/crm/private/xml/Leads/getRecords";
Running Custom Functions on Custom Modules
Hi is it possible to run custom functions on custom modules? Also, I have created 2 custom modules with multi-select fields and a relationship module which tracks dates that links the 2, but I cannot seem to get that relationship-specific module as a related list in either module, does anyone know if this is possible?
Recreating the lead stages I used to have in Hubspot, in Zoho
Hi there I am moving my lead management from Hubspot to Zoho. In Hubspot I am used to having the following lifecycle stages: Subscriber: The only piece of information I collect is the email address, so the lead gets updates on our blogs and newsletter Lead: I have First Name, Last Name, Company Name and email address. Then there are a bunch more stages, but not important to solving this problem I want to use Zoho forms on my website to capture info and get it into CRM, but I'm struggling with how
Best practice for workflow and automation
Hi, I will try to make this brief - I need to track parts that customers (Accounts) send to me and set a workflow for our process. Is it better to create a View under accounts that includes a list of products sent to me and set the workflow rules to follow a status "Pick List" field (Received, Repaired, Shipped)? OR would it be better to create a new module to track customer products and if so how do I make sure that the products are tied to the Accounts? Part of the process for each status will
different mandatory fields based on lead status
Hi there Is it possible to have different mandatory fields for a lead based on the status of the lead? So for example, if a lead is 'suspect' - I only need their email address, but if I want to make a lead 'engaged' I need first name and last name....? thanks
Keep your CRM data accurate with Validation Rules
Hello folks, Last month, we saw a bunch of new features that got rolled out during the Zoho CRM 2018 Release. Today let's take a closer look at one of them called Validation Rules. Poorly maintained CRM data can result in ineffective business processes and inaccurate reports. The key to running a smooth business it to maintain a clean CRM system. That in turn needs you to validate the data that goes into the system. But imagine, if you have to sit and validate every piece of information added into
Lead Conversion - Mapping Lead Closing Date to Closing Date in Potentials Module
Hi all, I'm trying to map a custom date field we receive from customers in through web form to the Closing Date field in the Potentials module. Is there any way to do this? Thanks! Jo
If and if statement in formula field
If(Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps'),if(Contains('${Leads.Network Provider}','NBN'),${Leads.Monthly Fee},56.88)) OR If((Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps') And Contains('${Leads.Network Provider}','NBN')),${Leads.Monthly Fee},56.88) To assign a value into the field, there are 2 conditions need to be matched. Can anyone help me out with the formula above?
Fetching user's record
Hi! I'd like to ask if it's possible to fetch records of a specific user (Organization users) like the way a lead/contact/account can be fetched using getRecordById(). Is that possible? How?
Mail Chimp Authorisation
Hello, I've installed Mailchimp into my CRM program, i am unable to link the two and i'm stuck at this point of the process. I go to click on "Authorise Connector" and it just brings up a blank page. I have tried this on different browsers and computers to no success. I've had real problems with Mailchimp and Zoho over this and still i am unable to find a solution.
email a CRM task to task list
I want to send an email to my CRM task list such the subject becomes the task. And any way to insert the date due from the email? Or perhaps create a custom function which receives an email then creates a task out of it?
Zoho CRM Managemet
We have been using Zoho for 2 years or less and have been entering all of our jobs as leads but, using the persons name as the lead contact. I am wondering, how was the program meant to work? is there someone that can call me live to discuss what the intention of the CRM program is to be used. We now have the same "lead" quoting multiple projects and we are unable to manage follow up.. I am here from Mon- Fri 8am to 5pm EST
Insight into the Business Hour revamp and Email Association with a Deal
Hello Everyone, We are here with our next round of announcements! In today's post we will walk you through two important features: 1. Business hour revamp - Presenting you this existing feature with lot more functionalities that make it even more functional. 2. Link Emails to Deal - Link a deal to its respective email to filter and view only the emails associated to individual deal. Let us take a look at each of these in detail. Business Hour Revamp We have revamped the existing functionality of
Zoho CRM and Desk Authentication with ClientID - Scope
Hi all, I have a dude. We have created some Client IDs for some connections we have. When generating the access CODE, that we use to get the final RefreshToken, we have to set the SCOPE. But, once you have created this ClientIDs, how can I know witch SCOPE I set to make the access CODE. I mean, if I don't remember one of the SCOPE of the ClientIDs...how can I know that without recreate the CODE, and the Refresh Code and change this in our projects... I attach a print of some ClientIDs on developerconsole.
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