Function-33: Create Accounts from Leads with all the data at the click of a button.
Welcome back everyone! Last week, we learnt how to send mass emails to specific groups of leads or contacts. This week, let's look at a custom function that lets you create accounts from leads with all the data. Business scenario: Opportunities come in strange ways. One day there might be no good leads, but the next day you might bag a million dollar deal. Or there might be a lot of deals with smaller figures from different leads. Either way, there's a lotta work for you. And by that, I mean gathering
Importing Invoices and associating them with NON-MIGRATED Contacts
I have been using Zoho CRM for years and have about 15,000 contacts. I have old invoices from the years before I used Zoho that I want to import. I tried importing the invoices, and it works, but nothing gets imported in the Contact Name lookup field -- it just stays blank and doesn't get associated with a Contact. Is there a way to do this without having to migrate (and therefore duplicate) 15000 contacts? Importing Invoices that aren't connected to Contacts is not useful at all. Please advise.
Tip #43: Focus only on the notifications that matter.
Hi folks! This week, let's look at how, using SalesSignals, you can focus only on those notifications which are important to you, instead of having too many of them overwhelming you. SalesSignals gives you all the important notifications you need to reach out to your leads, contacts, prospects and customers instantly. This is a great boon, as it lets you stay on top of all your communication channels. But having too many notifications, even irrelevant ones, will only: Clutter your feed Take your
Translation for titles and option values for customer fields - Zoho CRM
We plan on using Zoho CRM for more than one language. Is there a way to import translations for custom fields?
LARule trigger date
In the blueprint transition section, in the task section there is a value in the "Due date" field called "LARule trigger date". What is it?
Generating one invoice from several sales orders
Hello, we have clients who order several times during a month via web forms. We do transcriptions and translations, so these orders are mostly task to translate some files here and some other there. We do monthly invoicing to our customers including all sales orders of the month. The have sometimes 40 different sales orders, so logically, they don't want to receive 40 individual invoices for this. In our old system, it was easy to make one invoice out of many sales order. However, this seems to be
Is there any API methods to delete the authentication tokens in Zoho
Hi, I have a requirement to delete all the created authentication tokens in zoho , is there any API method to meet this requirement , if so please assist me in this case.
How to mass email to people opened my email.
I know you have opened email filtering in Zoho campaigns. But how do i send a schedule mass email to a list of 500+ that opened my emails in the last 30 days? I see how i can filter, but when i click mass email it only lets me pick a view and not a filtered view. Ideas?
Lead assignment to Accounts
Hello everyone, Our company rarely (if ever) sells directly to a lead. Much like Ford or Dodge, we sell to dealers who then reach out to the lead for a sale. All of our dealers are currently ACCOUNTS. Leads are eventually converted to accounts as END USERS (type of ACCOUNT). Is there a way to assign a LEAD (end user) to a dealer (ACCOUNT) before it is converted? Roger
Leads, Accounts and Contacts
Our company never sells to end users, much like Ford or any other car manufacturer. Much like auto makers, we sell to our Dealer network. However, we collect leads (end users) through our website, trade shows, etc. Is there a way to assign a LEAD to an ACCOUNT for the dealer to reach out to the end user? Right now, I'm trying to add a lookup field to the LEADS module for "Assigned to:", wherein our internal sales team can assign the lead to either an account (dealer) or contact (again, dealer). However,
Passing JSON via webhooks
Hello, I am trying to set up a webhook for Mandrill, and it requires passing a jSON argument. I've placed the JSON in the parameter in user defined format section. The issue is that Zoho is encompassing the jSON in quotes when sending the post request, which is causing the parameter in question to not be read as an array. Here is what I have entered in the parameter in user defined format section: parameter name: message Description: {"from_email":"test@senderemail.com", "to":[{"email":"test@receivingemail.com"}],
Automation Requirement - Possible?
Hi there, I have a very particular requirement amongst our potential use of Zoho CRM and I would like to find out if the desired functionality and behaviour is possible and if it is, how I would go about it. Here is the requirement: Step 1 - Update Contact with specialist data from external API Upon the creation of a new Contact, populate custom fields with response from third party API (using Contact ZIP field as API GET query parameter) I have experimented and achieved this functionality via Zapier.
Modules Field Types
HI. Is it possible to change the field type in a module (specifically Accounts module)? I want to change from single select to multi-select. If not, could you suggest how to go about this? Any help is appreciated. Many thanks. Phani
Bringing categories across from Office 365 to Zoho- whats the workaround?
Hello, Im in the process of Syncing Contacts between Office 365 and Zoho. We currently have over 1,500 contacts on Outlook Office365 which we want to sync with Zoho. I see that we can drag the contacts from our main Outlook folder into the Outlook Zoho CRM folder (this folder was auto generated when we linked O365 to Zoho). and the following fields- email, phone, name, company all come across ok. Now our contacts are currently categorised using ‘Categories’ on Outlook, we categorise them for marketing
Customizing fields
Fairly new to Zoho and I'm customizing fields but I don't see a simple way to copy my customization to other modules versus typing everything over again. For example, if I want the fields in my Contact Module to also be in my Deals module is there a way to do this without my typing the same information twice in both modules?
Copying the parent field values in the related record
Hi Team, Is there any way of copying parent field values into child records...for example: On create of potentials under an account, many field values in potential record are similar to Account record and we would like to reduce manual typing. I am aware that this can be possible via custom functions but only on save/edit of a record. Is there any customization which can be done so that the new potential form (i.e on New) under an account will have these field values pre-populated ? Regards, Adithya
[ISSUE] Mobile app erasing lists infos
When Im going to edit a contact or an account through my Zoho CRM app all the lists that depends on the answer of another list get its values emptied making me have to refill those fields. Anyone else has this problem? How can I solve it?
Automatically creating a NEW deal after 30 days
Hi, Is it possible to automatically create a new Deal for a recuring customer, after 30days the current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals 30days after the job has been completed. Please help
Zoho CRM meetups - Phase 2
Hi folks, We're about done with the first round of Zoho CRM meetups around India, US and Europe. Our second leg covers quite a few cities in The States, Europe, Australia and the Middle East. We'll also visit five major cities in Canada, listed below. These meetups are avenues for engagement with peers and product experts and a chance for you to learn to use your CRM better, explore and master its many features. We'll discuss a bunch of tips and hacks in Zoho CRM. Register through the links
Cliq notifications from a Scheduled Action?
I can create a "Notify via Cliq" notification in a Workflow's "Instant Action" but I can only create an "Email Notification" in a Workflow's "Scheduled Action" Why?
How to sum up total value from a linked module fields and display the total value in one of the field on parent module?
Hi, In sub-form, it has "aggregate field" that can sum-up value within a sub-form. How to sum up total value from a linked module fields and display the total value in one of the field on parent module which is similar to the "aggregate field" function? Thanks,
SalesSignals Repetetive Notifications for same Email
I set up the Email(IMAP) and SalesSignals Channel today. First, the system only picked 1 Email from my copany email account and I got 70 notifications for one and the same E-Mail!!! which is very annoying! Please assist!!
SalesSignals Repetetive Notifications for same Email
I just set up the Email and SalesSignals Channel and already got over 20 notifications for one and the same E-Mail, which is very annoying and not helpful at all. Please assist.
Problem with accents in search
We urgently need Zoho search to be a bit smarter and recognize accents as close variants. For example "Clínica X" should be the same as "Clinica X" (the second has no accent), but right now if I search for the one without accent, it won't show me the one with accent. This makes using search extremely impractical for us. We really need this to work better.
View Streams from CRM accounts
We have integrated Social and CRM but it is only showing streams from Contacts or Leads - our customers are companies (the individual contacts may have different social media accounts) - can we not see streams from CRM accounts when the account has a social profile associated?
Tip #42: Customize your Business Card View for various modules
Hello folks, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and useful tip on customizing the business card view today. Tip #42 - Customize your business card view for various modules Each time you click open a record, say during a customer call or a meeting, you don't want to search the entire page for important information. That would make you look unprepared and create unnecessary pressure. The Business Card view in a record's details page
Zoho CRM Pick List
Data will be flown from Third party application and will be stored in a custom module as records. These records will have product details and attributes. These products has to be displayed with in a pick-list ,with its attributes separately in CRM Deals Module Pick list products along with attributes. or Will it be possible to display the preferred products(customer a product 1,2,3/customer b product 4,5,6 etc instead of displaying all the products) only in the deals module by selecting app product
case lost/win
I have notice that in the description of our deals, icon for win/lost are the same. where is the right parameter for this? in zoho android all is ok :-)
Registering OAuth 2.0 Application for global use
Hi! I'm implementing a third-party application (chrome extension ) which utilizes Zoho API v2. I have registered the application within my account and got ClientID and Client secret. I have followed all steps in the Developers guide and everything works fine for my account. Now, I want this extension to work with another Zoho accounts, not only mine. But when I'm trying to perform OAuth log in with another account form another location (.com or .eu) I'm getting ERROR_invalid_client message. In case
Attachment limit of email in 10mb
In the middle of 2018 do you still keep the email limit in 10mb? I can not use a tool. I can not email that is the most basic thing. If I had known before, I would not have bought it. I'm waiting for a zoho position on that.
How Do I Get a Total of Taxes and added to Invoice Amount
I am a very basic user and trying to "total" my columns in the Invoice. Simple question. I want to add the Tax amount for each item and have it added to the Total across the line. Then I want to have the total tax added and displayed under the sub total. I am not a developer, but really am very technical. Need help please! S.No. Product Details Qty Tax Product Total ${serialNumber} ${Products.Product Name} ${Products.Product Code} ${Invoices.Product Description}
How to sort open activities by time zone?
Hello, and thanks for the help! We sort our leads and contacts by time zone to help us know when it's appropriate to call them. Our open activities tell us which days we need to reach out to a customer, but does not specify time zone. Unfortunately, there is now option to use "contact time zone" or "lead time zone" as a way to sort through the activities. We've tried other methods, for instance: view "all leads" filtered by "lead owner" and "activities due today or overdue". This would be fine EXCEPT
How to create a Custom Field evaluating a blank date field
I want to setup a custom formula which will convert the difference between dates (i.e. calculate a conversion date). The Formula will check if a Date B exists and if it does return Date A - Date B, else will return Date A - Date C. Date A - Invoice Date Date B - 30 Day Trial Date Date C - Inquiry Date Formula Return Type = Number I have set this up as such: If(Accounts.30 Day Trial Date Setup =! null, (Datecomp(${Accounts.Invoice Date},${Accounts.30 Day Trial Date Setup}))/1440, (Datecomp(${Accounts.Invoice
Telephony-Twilio
Is there a dial pad for Twilio integration so that we were able to make a non-CRM call?
Custom fields
Hi Can I add time only field in CRM, without date, as you can in forms?
Add Sales Orders filter to Accounts
Hey everybody! Is it possible to add filters over the Sales Orders such that you can filter over ordered products / product categories in the entitity accounts? As far as I can see, there is only filters on Deals but it's not possible to filter over certain ordered products by accounts. The same question would go for the reporting. Kind regards from Munich Holger Rupp
When a task is mark completed a personal note will be added
Hi! This is what im trying to do: After I mark a task as completed, i want a form to popup, say... "Task Result" and the user will fill up and submit. Afterwards, the task result submitted will be added to the notes. I tried it with custom workflow and Layout rules, but did not succeed. Is there a way I can do this? How? Thanks so much
Track Changes in Potential Amount
I'm looking for a way to track changes to the price of a potential after it's been sold. The stage history would be helpful if it wasn't limited to whenever the stage changed. Any ideas?
When should I use a custom module vs. a layout?
Hey, folks -- I'm trying to wrap my head around when I should be creating a custom module vs. creating a new layout within the Deals module. I know that modules are used to categorize and keep track of related records and that they enable you to customize Zoho beyond the traditional leads, contacts, and deals. Layouts aren't very clearly defined, but my understanding is that they enable you to customize the fields and stages of a subset of records. My questions are as follows: What exactly is a
How to call workflow rule custom function before lead creation
Hi! Brief explanation what we need to accomplish, When new lead comes in zoho crm it should check whether email address entered for this lead is already existing in any other lead or not. If email address is existing already in the zoho crm lead it should update all fields data of existing lead with entered data of newly created lead that means while creating the new lead if it found duplicate entry for email field it should update the existing lead or else it should create new lead in zoho. We
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