Repeat B2B Sales
My company does B2B sales in the chemical industry. We often have companies that reorder the same product several times throughout the year. How do you typically keep track of these reorders? Our customers wouldn't go through the same stages as a Potential for a new product so how do you put these in the pipeline? Just looking for suggestions on the best way to keep up with these types of sales.
Scheduling Single Emails/Surveys
We recently switched to CRM Plus. Is there a way to schedule just single emails through CRM? We would like to automate our basic follow up system. When we get a new client and set them up in our Zoho CRM we want to schedule an email to send to them with a survey halfway through their contract so we do not have to remember or set reminders to this task. Is that possible?
Leads Tab
What is the difference between lead status and ratings within the Leads tab? Also, where can a find or purchase a user manual?
Deleted drop down list values still showing in filters
Hello, Re: Custom Module I renamed a number of values from a dropdown/select list. When filtering the old names are still visible as filter options even though there are no records using the values. I effectively now have twice the filter values that I need, which is very confusing for my users. Is there a way to clear the filter cache perhaps? Simon
Confirm that I want email sent
Working in the "Leads" module in Zoho CRM. I have a checkbox that automatically sends an email to the lead once checked. I would like a dialogue box to appear when that checkbox is checked to confirm whether or not the email should be sent. If the user clicks "Yes", the email sends. If the user clicks "No", the email should not be sent but the box should remain checked. I have read through all the Zoho documentation online and can't seem to figure out what I thought would be a simple task. Can someone
Which is the IP Public of Zoho CRM or Zoho
Hello people, i like know, ¿which is the IP Public of Zoho CRM?. As we need to configure a web service, we place a Public IP of Zoho which is 216.52.72.107. Do you currently have changed it? regards
Importing contacts from ACT
We just registered for Zoho and are trying to import our contacts and all their info from Sage ACT! Pro. I've been exporting the data as a .csv and trying to import, but no success. Any insights? I'm beginning to get frustrated!
Some Queries for Zoho CRM
Hello Zoho CRM, I would like to go with Zoho CRM but have a couple of queries which I have mentioned below: 1) Facebook Integration Can I get details of prospects contacting us through Facebook messenger in Zoho CRM? Can I get details of fans' comments on Facebook Page in Zoho CRM? Can I respond to the prospects directly from Zoho CRM? 2) Tawk.to Integration Can I get details of prospects contacting us via Tawk.to in Zoho CRM? If not, would you inform us which other chat apps integration available
Help on Custom Function to Update Fields from CRM Variables
Hello, I was wondering if there was anyone who could help me with an example script of how to update module fields with CRM Variable values. I have found many sample scripts on updating fields from related modules, but not from CRM Variables. Also, on a second issue, I need to populate a module field with the Record Owners email from the User data. Any help would be greatly appreciated! Thanks, Rob
Events created by custom function not showing in google calendar + all day events via custom function
Hello, I have two issues: - The events I create using custom functions are not showing in the google calendar? The event I create manually show fine. - How do you create an all day event using a custom function please? When manually creating an event your can select "all day". Looking up that manual event, with all day selected, using: getRecordById, it appears that zoho simply remove the time part of the "Start DateTime" and "End DateTime". I've tried creating an event using this method but I get
Spaces within Zoho DELUGE Script / Workflow (CRM)
Hello, I'm using a workflow in CRM to update a text field. Below is the line of the code that matters: orderedLength = shoulder + "__________(TRY: "+tryOnLength+" ADJ: "+lengthAdjustment+")";To be clear, I've added an arbitrary 10 underscore "_" characters into the string before the word "(TRY" and I also added an arbitrary 10 blank spaces before the word "ADJ" My problem is that the spaces are being ignored such that output looks like below: 20__________(TRY: 21 ADJ: -1) The 10 space characters
Create CRM Contact upon Creator Customer Portal Signup
Hi, I wish to create a CRM Contact upon a customer signing up on the customer portal for my creator app so that any form submissions within the creator app are then automatically associated with that customer and his contact information in the crm. Is this possible?
Integration of ZOHO CRM to MySQL using PHP
Hi Developers, I have one scenario.... When user create Leads in ZOHO CRM account at that same time the same record with same values also get created in My local database(MySQL) using PHP Coding style. Now i am using following code for this functionality as per the ZOHO API specification and example Code:- <?php error_reporting(0); /* NOTE: Define your mysql database parameters in moduleDependant class */ /* Constant Declarations */ define("TARGETURL", "https://crm.zoho.com/crm/private/xml/Leads/getMyRecords");
Delete Stage History
Is it possible to delete STAGE HISTORY?
Automatically create invoice in Zoho Books when a status changes in CRM
We have a custom module in Zoho CRM that tracks some of our work. When the status of an item is changed to Complete, we want to automatically pull the pricing info (also stored in that custom module) and create an invoice in Zoho Books. How do I do this? Do I need to use the API?
addhour issue with custom functions
Hello, With a survey date of 25/12/2017 survey_date.toTime() gives: 25/12/2017 12:00:00 as expected a = survey_date.toTime().addHour(10); info a; gives 25/12/2017 10:00:00 as expected b = a.subHour(10); info a; gives just 25/12/2017 and an error i.e. no time element. I've also tried: a = survey_date.toTime().addHour(22); which also gives 25/12/2017 10:00:00, where I would expect 25/12/2017 22:00:00 Any ideas please? Simon
Edit a Pick list
Hi Just wanted to understand if Zoho CRM free edition offers an option to Edit Pick List. I understand that no new custom fields can be created in the free version but can I customize drop down options for, let's say, Industry Field? Thanks
API Suddenly Not Working
Getting the classic code 4500 (Problem occurred while processing the request) suddenly today on any API request we make. We are not over our limit. Our auth tokens are all good. We are otherwise communicating fine with Zoho CRM, just can't use the API to sync our records. This is obviously a huge problem for our sales force. Anyone else having issues? Anyone have a clue on troubleshooting? No response from support ticket submitted. :(
Calendar Colour
Is there any possible way to put a bit of colour in the crm calendar? It's so depressing...white, light grey... :( Can we at least have one colour for the events so we can see them better? Light grey on white background with very light grey text is horrible.
Zoho New Ui April 2016
According to this video (click and skip some seconds) Zoho New Ui 2016 that was uploaded at 8-4-2016 i can see a new user interface. does anyone know something about that? is only for beta testers?developers etc? can we access that interface to have a look?
No header and footer for standard templates
Hi, Just working to design a new inventory template. When trying to change one of the standard template, the template editor is still the 'old' one with no possibility to create header and footer. Is there any possibility to edit them with the 'new ' template editor ? thanks
Web Lead form is not working
Hi All, I am using Zoho CRM first time for one of my client. I have created web lead form and embeded code to my site. After that will try to get lead in zoho crm system but not getting.Even I am not getting any error as well. I have tried with * also in form URL place but still the result is same. https://israel-extreme.com/contact-us/ Could anyone please let me on this? It's urgent because my client is going to buy a licensed version of zoho crm in couple of days. Thanks, Aloke
Lead Source Changed on Web Form
I have a few forms up on our website. The "Lead Source" field is hidden and auto populated with "Web Research" as the value. Over the weekend I had a lead come from one of my forms with the Source value as "Advertisement." The lead was bogus and SPAM. But I do not understand how my Lead Source value was changed. I've gone and checked all the source code of the forms and nothing seems to be wrong. Has anyone seen this before? Any ideas?
Email Custom Record-Level Sharing setup
A users email is set to Custom Record-Level Sharing. When they click share email on an individual record where is that information stored? Do I have access to it via workflow or API? Regards, Glenn
Associate existing Outlook emails
I will soon be importing Accounts and Contacts into ZOHO. I'll be using Outlook IMAP integration going forward. What is the best way to associate ALLexisting email in Outlook with the respective Contact record in CRM?
Can Zoho Campaign results trigger automation in CRM?
We run many campaigns and I want to be able to trigger workflow automation into CRM from the opens and clicks within Campaigns. Is this possible?
Basic Sales User Inquiry
Hi, I am a new Zoho CRM user and I'm trying to get acclimated. I am scheduled to participate in the CRM overview this afternoon. However, I would like to know about a few basic tasks I'm trying to do: - How to: Create a template outbound email for account and lead contacts with my company signature - How to: Capture previous inbound and outbound emails sent via MS Outlook or Gmail. Please advise. Thank you. Rob W.
I want to know all of the main topic
I am the new user to the Zoho CRM and i want to know all of this Automating workflow rules, and webhooks Trigger pre-defined emails and how could affect to my prospects? Trigger actions in third-party applications especially synchronizing between Zoho and Mailchimp, to do that do i need the paid version of the mailchimp? And how can i determine my document tracking? That's suppose in Zoho CRM right? Last How can I know that the prospects i sent emails to how can i know that if they don't read my
Custom Button to Populate Date Field
Completely new to Zoho, and am just starting to get my feet wet with custom buttons and scripts. So apologies in advance for the n00b question, but I've been pouring over documentation and the forum and just can't find the answer I'm looking for. Likely because it's that basic. I'd like to create a custom button that simply fills a date field (e.g. "Requested On") with the current date, for a Lead. I'm only sort of grasping the syntax, and am failing miserably otherwise. Any guidance that might help
Tip #23: Mapping dependency fields.
Hello! Today's tip is based on dependency fields that helps you reduce clutter. Many a time, a picklist field’s values are so many that it gets difficult to find the right one when needed. A very common example would be that of the Country and State picklist fields. Imagine if you had an entire list of countries and also a full list of all the States to find and choose one. How tedious and confusing that would be! But that is not how we have it! We generally select a Country and the relevant State
Black Friday Bonanza: Share your sales story and win $25!
With Thanksgiving, And Black Friday coming your way, Let's skip the gravy And get right down to turkey. Let go of failures And focus on deal closures. Revel in merriment Be this, a testament To great sales And successful emails. So come over and bask in your gloryUpon sharing your sales success story! Hey Folks! Zoho Community wishes you a happy Thanksgiving! With Thanksgiving right around the corner, let's whip up some festive cheer. Share your recipe for success and win a $25 Amazon
Disable email notification to lead owner when mass updating
Hi All, I'm the super admin of my zoho account and this week we changed our "lead status" list options. Yesterday I update all leads in our database (15,000) where "lead status is empty" to "not assigned" using the mass update feature selecting 500 records each time. Because of that, the owners of the leads received TONS of emails. How do I disables sending email when doing mass update? As Admin, I don't to send emails to the lead owners when doing mass updates. Thank you Daniel
Incoming mails can't received
Dear Sir, This is to inform you that I created mail id by using of company id. Mail outgoing is successfully done but there is no incoming mail. on trial basis I am sending mail from my Gmail, It returns back with an error. mail id - bharat.dodiya@msquaremanagement.com 550 No Such User Here Kindly do the needful at your earliest. Best regards Madan Mohan madan.moharana@gmail.com
Insert Record into Cases with Custom Fields.
Hello All, I am trying to insert records into Cases module in CRM. I am using the following restful URL to do it. If I try to insert data into a custom field it errors and gives me a 4500 error code. (Internal error). If I do the default fields it works fine. This is the url I am using: https://crm.zoho.com/crm/private/xml/Cases/insertRecords?authtoken=AUTHTOKEN&scope=crmapi&newFormat=1&xmlData=<Cases> <row no="1"> <FL val="Case Origin">Web</FL> <FL val="Status">Claim Filed</FL> <FL val="Subject">New
Best way to mark leads inactive?
Currently our team has almost 14,000 active leads in the system which have been accumulated over many years - some purchased by lists, some from sales people who have moved on etc etc. Of these, I believe there are less than 1,000 up to date, valid, quality names. However, it feels counter intuitive to start deleting leads from the system (we may want this data should someone come back to life later). So we've decided we need to "archive" these people in some way. Separating them from the fresh leads
invoice template row totals not showing currency format starting this week
In my Quotes / Invoices / and Purchase Order templates - in the Grand Total for each row, they are not displayed in currency format, this is a problem that started this week. I assume there was a Zoho CRM update this week that caused this problem. Wondering if there's an easy fix or way to roll-back this Zoho CRM update?
Proxy Settings - Zoho CRM
Hi All, I'm trying to install Zoho Add-In for Outlook, however it is asking for Proxy Details. I load all Proxy Details and tick use authentication box and then click save, but as soon as I do that and try to log in it still asks for Proxy Details. It seems the proxy details are not saving in the form.
Tired Pricing Discount not by % but by flat fee
I am new to Zoho, Ive been doing some research and i found what is called "Price Book" and i see that it offers discounts for qty. and i see that its done by a % discount. Our pricing structure is still based on tiered discount but we dont use a "%" discount we use a flat rate fee. Is there a way to change this? One Product Example: SEX 1-14 15-24 25-49 50-99 100 Male $3.45 $3.35 $3.25 $2.89 $2.61 Female $3.25 $3.19 $3.01 $2.66 $2.55 Straight Run $3.25 $3.19 $2.85 $2.65 $2.2
Potential(Lead) Update
Hi All, Can some one point me the steps to do the following for a Potential(Lead) ? 1. We have a quotation generation system. We get the Leads data from Zoho CRM and dumped the data to our won system. 2. We do generate quotes against that lead. 3. Now Once the leads are converted to Quote. I want to updated the lead status back from our system to Zoho CRM that it is closed. What is the simplest way of doing it? Only thing I want to do now, is the status update. I do not want to update any invoice,
Where can I find the full documentation for searchRecords criteria?
I see that searchRecords method supports operators like "AND" and "OR". But where can find the full documentation of all operators available to specify the criteria?
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