Wrong set of related lists on every page
I experiencing a bug. When I look at an Account page, left panel shows wrong set of related list. The visible set of related list corresponds to Contact. The same bug is on all other module pages - only related list of standard fields are visible, no related lists of custom Lookup fields. I tried to configured related list - but "Organize Account Details" dialog shows that none related list is unselected, and Selected Lists list box shows the same wrong set of related list. I have the same data in
Latest features and enhancements in Zoho CRM
Hi everyone! Here is a list of the latest updates and feature enhancements in Zoho CRM. Module builder gets a new, improved look The new and improved look of module builder helps you clearly distinguish between fields and sections in your module. Boxes separate the fields and sections, so you know exactly to which section you're dragging and dropping a field. The search bar in Unused Fields lets you easily find the field you want to restore, which you can drag and drop to the required section in
Has anyone found a good 3rd party solution for logging Mobile SMS (in and out) to Zoho CRM?
I'm really happy with the automatic call logging for outgoing calls on my cell phone, but had two questions: 1. Does the CRM give the option to log incoming calls from leads and contacts? 2. Is there a way to log SMS to my cell phone? Both outgoing and incoming? These features would make my mobile Zoho experience perfect. Hopefully someone can give an answer, thanks!
Looking for person woh help to learn about zoho crm
Hy Everyone, i am new here and much interested to learn about zoho crm, i have watched too much vedios of zoho on different topic. I need some basic intruction about acctuly working of zoho please anyone share with me some basci notes like material or some vedios link about zoho crm main for beginer. here is my Email. iftijafar@gmail.com whatsap Number: +92 333 3241000 thanks
Perfil sin permisos de eliminación y zoho le está permitiendo eliminar
Hola, estoy probando la configuración de un perfil de usuarios que no puedan eliminar datos de cuentas, contactos, etc.... He quitado el permiso de eliminar en el perfil que tienen asignado estos usuarios. No está funcionando, sí que les está permitiendo eliminar, así como otros permisos están funcionando bien, éste no. ¿hay que configurarlo en algún sitio más?
Run Lead Assignment rules manually
We need to run the Lead Assignment rules regularly for multiple Leads that go into a state, of from a View. We come from Salesforce where Leads have a checkbox called "Assign using active assignment rule". You should allow it somehow. Checkbox, workflow, whatever, just a way to run it on records already created.
Get 2nd order lookup from another field in the form
I have two custom modules: Systems and Contracts Systems have a relationship to an Account Contracts have a relationship to a System I always want to be able to see the associated Account for that Contract (through the System). I have a field: System :: (Lookup Field, Lookup Type = "System") // System is the custom submodule that has a Lookup Field field "Account" I want another field that retrieves the Account from the System record and provides that as a link. Is a second order lookup such as
CRM Quote Module
I want to show discount in percentage instead of dollar amount
Filter Accounts and Contacts by the Products
Hi, we are new and would like to invest into Zoho but testing I could not find how to filter the accounts and contacts by the products they purchased. Say we have 10 products and now want to send an marketing email to all the clients that prevesiously inquired and/or bought say product B. Can we do this in Zoho? And how easy?
Tip #33: Automate submission of records for approval.
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a quick tip on approval processes. Automate the submission of records for manual approval If you have sensitive data such as discount for deals, or annual revenue, you may need one or more managers to look at these details before the record can be processed further. In such a case, you can automate the process of submitting a record for approval. For example, your approval process rule could say,
Importing Invoices and associating them with Contacts
I am excited to use the new migration tool to import old Invoices. However, when I import the invoices, nothing gets imported in the Contact Name lookup field -- it just stays blank and doesn't get associated with a Contact. Am I right to understand that I would need to "migrate" all of my Contacts in order to make the lookup work? I have around 15k Contacts. I certainly do not want to duplicate all of these contacts. But importing Invoices that aren't connected to Contacts is not useful at all.
Quantity of selected clients from related list
Hello! I have custom module with Multi-select Lookup field - I select several clients from Leads. I'd like to see in List View Mode a new column with Quantity of selected clients. Is it possible to count selected clients from related list?
Custom Products from Parent Product
We are in the final stages of migrating to Zoho from Dynamics. We have an issue with the way we handle products. At our core, we offer training courses, the pricing for those courses differs per client, with various discounts, there is no rhyme or reason as to the discount applied. We would like the ability to record an Account as having a particular course with a number of seats at a particular price and also record the expiry date of that license agreement. We have all of our parent products loaded
CRM Hack #27 How to setup a customized reminder in a module in Zoho CRM?
Hello everyone! In Zoho CRM, we have automation workflows that helps administrators to notify the higher ups, create follow up tasks, update fields and send data to another applications. But there is no option to remind a user at a specific date in CRM using workflows. Say for example, you want to be reminded about a particular Deal exactly 3 days after meeting the client.To do this, you need to manually add a task and associate this deal to it.The hack I'm proposing today helps you do just that
Would like a trial of free edition
Hello, Small company with 5 employees. Would like to sign up for the free edition, but each time I try to it starts me off with a trial of the Enterprise edition. What I'd really like is to just see exactly the features I will have with the free edition, would prefer for the time being to not make use of modules that will not be available in the free edition. Is it possible to downgrade myself, or someone from the Zoho team to do it?
USE CAMPAIGN MEMBER STATUS IN SENDING SPECIFIC EMAIL TEMPLATES
How can we send mass emails using different email templates based on the Campaign Member Status? For example: a contact with a Member Status of "Signed On" would get a different email than a contact that has a Member Status of "Not Interested" Please help!!!
How to manage campaigns on current contacts in ZohoCRM (Campaign Members functionality in SalesForce)?
Hi all, I went through ZohoCRM help carefully but I haven't found the way how to manage adressing the contacts by various campaigns. Let say that a single person is addressed by these campaigns: 2010 - Product A offer - Direct Mail 2010 - Product A offer - Phone Follow-Up 2010 - Product B offer - Invitation on Conference/workshop/webseminar 2010 - Product A offer - Phone Follow-Up after the event 2010 - New Year message It's clear for me how to assign the acquisition campaign to the lead or
The email which you have entered belongs to a different deployment/region
Hi I've just started with Zoho CRM and am beginning setting everything up. I recently created Admin access for my developer and he received an email to set up his account, however when following the link he received this message: The email which you have entered belongs to a different deployment/region I'm currently working from India and he is based in Denmark, if for any reason this should make a difference. Please could somebody advise as to how I can fix this? Cheers Dan
Create CRM records from Zoho Reports
I need to add CRM records (company, contacts, etc.) from the prospects lists that I uploaded to Zoho Reports. I have a unique identifier for each type of record (i.e. EIN for each company). Conceptually, this would be equivalent to a simple vlookup in Excel - is there any guidance on how to do this in Zoho? I was trying to build a 'Zoho Flow' also, but was unable to get this to work.
How do I "connect" information in a custom module to the Accounts module?
I developed a custom module called "Machines" that lists the Manufacturer, Model Number and Type of Machine for each account. An account can have multiple machines of multiple types, for example: 3 Prima punch presses 1 Mitsubishi laser 5 Mitsubishi press brakes How would I be able to show this information in the Account module so that our sales rep can see it when they look at the account information? Thank you. John Galich
Birthday Emails
I want the system to automatically send out the birthday e-mail template either on the day of a contact's birthday, or a couple of days in advance. How do I do that?
CRM: Trigger Lead Assignment Rules on insertRecords Method
I've been looking through the docs and can't seem to find a way to trigger the lead assignment rules when the insertRecords method is called via the API. This seems like it should, logically, be triggered using the wfTrigger flag, but I've only been able to change the lead assignment manually through the API. Additionally, there doesn't seem to be a way to write a Workflow rule to handle the lead assignment. If there is a way to utilize the lead assignment rule via the API or could someone point
Outlook plugin - email attachment
It would be handy if the Outlook plugin would allow you to attach the email to the 'Deal' which it corresponds to. Maybe instead of just attaching to the CRM and creating a new client contact, we could have the option to select where to attach the email from a list of active Deals. Every time one of our users attaches an email to Zoho CRM, it creates a new client contact and the email will appear there. The only time we really want to save emails is when they relate to a specific Deal so we would
Problem with Calendar Sync Between Outlook and Zoho with Plugin
I am using the Outlook Plugin for Zoho. I want my calendar items to from Outlook to Sync with Zoho. I can get the calendar items to sync, but the invitees from outlook are not showing up in Zoho. That is, I can see the "event" in zoho but not the people I invited. I would like this to work so that I can look back in Zoho at a contact and see what meetings I have had with them
Zoho CRM Community Meetups - India.
Hello Everyone! It's great to see so many of you actively participating in our Community. The Community Learning Series is all about bringing us all together, sharing knowledge and getting to know our CRM better. Next on our list, are a series of offline Meetups set around different topics around CRM, with the first series focussing on Customizing Zoho CRM. Our goal is to get the CRM community together, enable you all to get a better understanding of Zoho CRM, learn to customize and adapt it to best fit
data storage
Data entered into Zoho to be kept on shore in Australia. Zoho set up a storage facility in Australia, or work with our organisation to route data to a space hosted by us.
Lead Api Error using in PHP
Below is the API url I am using but getting response is "400 Bad Request". But same url is working if I put in browser "Chrome". What mistake I did here? Please some one help me on this. Thanks https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=passingtkn&scope=crmapi&xmlData=<?xml version="1.0" encoding="UTF-8"?><Leads><row no="1"><FL val="First Name">Jean-Marc</FL><FL val="Last Name">Ransinangne</FL><FL val="Street Adress1">Covert Pl</FL><FL val="Phone">4342343243</FL><FL val="Phone
Possible to do same multi-entry of several different contacts in notes?
Is there an easy way to do a multi-entry of a note task (e.g. have a note documented in an identified list of contacts with the title of the task (such as Email - sent XX whitepaper) and a small detail of what was done in the note body, instead of having to go into each contact and manually enter?
Create exportable Excel list using notes keyword search?
Trying to pull a list that includes everyone with a certain keyword contained in the notes field, to include their name, company name, and email address, and export into Excel (Experimented with Zoho, searched guides/help as well as forums - seems to be limited to 10 results and can't customize to include contact name and company name to show in the results fields as they are not options. Even attempted reports since they can pull more data lines and couldn't find where to pull from notes here/not
How do I close a task associated with a lost potential?
I am trying to create a workflow rule where all the active task against the lost potential will automatically get closed, is there a way this can be done?
Are tags available to all users - haven't been able to access?
I'm seeing notices that Tags are finally included, but when I follow the user guides, I don't see anything in my actual modules, etc. that mimic the selection buttons that they state should be there. Are Tags still just being piloted to a small group and not available to all? Thanks!
Canno't fech record from Leads or Contacts (php )
Hello , I'am trying to fetch records with php but i failed and the problem is nothings appear on my console please help me guys . Added to that i had also try to create post request and always console blank and nothing happend. # This is my code Request fetch <?php header("Content-type: application/xml"); $token="my api token value"; $url = "https://crm.zoho.com/crm/private/xml/Contacts/getRecords"; $param= "authtoken=".$token."&scope=crmapi";
Formula Field - Overwriting
Hi there, how would one be able to 'overwrite' a 'formula' field? The formula field is hidden in creating/viewing mode so I can't do much there. Many thanks!
Easy way to get spreadsheet data to auto create and assign CRM lead
I am looking for a way to create an "easy button" or a very simple way to convert a spreadsheet to a lead in Zoho CRM without going through the import process. A file is downloaded from a 3rd party site and I need an easy way to convert the excel spreadsheet to leads. Is there a way to create a custom function to do this?
HELP!!! ZOHO API DOSENT WORK!!
Sadly The Zoho Company is not the best at answering support Tickets. It has now been over 24 hours and still no response so i am forced to try and get support from The fine people of this community. In our CRM We have two layouts. One of the layouts is named RDR1 and the other is the default. Where i run the command getFields It comes back with only the default Fields none of our custom fields. This is a major problem because the majority of our Custom Fields is where our data we need to search
Easy way to get spreadsheet data to auto create and assign CRM lead
I am looking for a way to create an "easy button" or a very simple way to convert a spreadsheet to a lead in Zoho CRM without going through the import process. A file is downloaded from a 3rd party site and I need an easy way to convert the excel spreadsheet to leads. Is there a way to create a custom function to do this?
Form updates system-defined layout in Deals but not a custom layout
When the form integration settings have Module is Deals and the Layout is (system default), the integration works. When the same form is used and Module is Deals and the Layout is my custom layout, the integration doesn't work. Any ideas?
Needs help with lookup list based on the value of another lookup field
I have a lookup field from “Module A” to a record in “Module B”. I created “Module C” which have a lookup field to a record in “Module A” and a lookup field to a record in “Module B”. Within a record in “Mdule C”, If I selected a value in lookup field to “Module A”, then a list of record which associated with “Module A” from “Module B” should populate when I start looking up value in the lookup field to re ord in “Module B”. This is very similar with the look up relationship between Contacts, Accounts
Default setting for "Email Sent from"
How do I set the "emails sent from CRM" to be "All" as the default for a lead? When it is set to me (default), I cannot see other emails sent by the crm. I have to change it manually every time I open a lead. I have attached an image to help.
Lost data ?
I'm worried, all my data seems to have disappeared ! Thank you for bringing me your help.
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