Add custom fields to users
We are coming front Salesforce where it can be done. We have around 5 custom fields in users standard module like when the user comes back from vacations to get leads again.
Pricing Problem
Hello Everyone! I am not understanding the pricing procedure of ZOHO CRM. I want to buy a portal! and then i will add 15 employees in Zoho Desk , 15 in Zoho Projects , 5 in Social Media , 2 in Survey, 2 in SalesIQ.... Please Tell Me How much it will Cost Will Appreciate Your Response Regards, Tom Cook
How to start a blueprint only from the first stage. #16
Hello everyone, It’s Hack Wednesday and I’m going to share a simple hack around Blueprint. Blueprint ensures that your sales team follows a standard set of processes without bypassing any processes in between. Let us consider a sales process with eight Lead Status - Attempted to contact, Contact in Future, Contacted, Pre-Qualified, Event scheduled, Event updates, Convert lead and Lost Lead. A Blueprint is created with these lead status as States and the successive stages as transition. This ensures
Duplicates
Is there any function to quickly and easily find and remove duplicates. We now have over 3000 people on our database and a number of duplicates. Also the search function doesn't still work propertly sometimes, ie doesn't find names we know are on the database. Thanks bercap
unread leads default view
How does zoho crm determine if a lead record has been read or not ? More specifically,what fields are used to determine this ?
schedule batched reports
Hello, How do I have CRM email me a set of all reports I need in one email every morning? the system allows for one email per report but I'd rather not have 10 emails to go through every morning. Thanks
Marketing Automation book recommendation
Hello I might be a bit of a dinosaur but I wanted to ask whether anyone had any recommendations for a book on the theories and practices behind marketing automation? I have found various that look good, on Amazon, but I'm keen to try to find one that takes GDPR into account. Any recommendations? best wishes and thanks Helen
Adding text to a product on a quote
When I create a quote, I can type in the row below the product name. Can I print/export this out on the quote?
Territory permissions by User
Hi, I got a problem that I would like to present you. You might probably help me on that matter. Please take a look at the image below Edit Territory. The territory manager is Jeremy Cohen. Pascal da Costa has a Read/Write/Delete Permission on this territory. My question is, how can I can a third User on that territory with only a Read Only Permission? I thank you in advance for your help. Best regards, Pascal
Mobile apps don't integrate properly with website
Zoho CRM doesn't correctly sync with the mobile apps. Examples of errors as follows: Leads App: Compulsory fields aren't all showing as compulsory i.e. on the web version phone number and email are compulsory, on the app version only 'company' is compulsory and all other fields can be deleted or ignored Leads App: App doesn't pick up existing clients causing duplication. If a client already exists in the CRM, should the app not go 'this isn't a lead, the client exists'? CRM App: Salutation isn't
Vozy and ZOHO integration
Dear all, I like to share a new announcement with you. But first I have to explain what Vozy is: A business communication platform to work in unison, stay connected and grow productivity. Recently our programmers had launched our ZOHO integration which it will allow our customers to sync client calls and records in their Zoho CRM. Thanks so much! Virtual PBX Solutions
Hidden reminder notes within a formula fields on a custom module, it this possible?
Hi, I’m creating a custom module in CRM and I’m taking a costing app I’ve built in Excel and adding it to the custom module. I need to involve a complex formula to create a costing and I’d like to add reminder notes to it that the formula does not read (like the /// coding notes /// in html), how do I do this? Thanks for your help! Dan
Is Zoho CRM still open source
Hello, Is Zoho CRM still open source project? I remember Zoho having open source software but from first appearance that doesn't appear the case any longer.
Get all unique records from the last hour from Potentials
Hi! How can I get all unique records from the last hour from Potentials? I try url=https://crm.zoho.com/crm/private/json/Potentials/getRecords?newFormat=1&authtoken=".$token."&scope=crmapi&lastModifiedTime=".date('Y-m-d H:00:00'). But I have only 20 (or 200, if I add params "&fromIndex=1&toIndex=200" to request).
Attaching Files using the API
We would like to be able to send/attach files to a lead's record in the CRM, but we have come across this error message, can someone please review this plus our sample code attached, and guide us in the right direction? many thanks 4424Unable to process your request. Please verify whether you have provided proper file.
Import Notes from another CRM
Hi there, I am in the process of importing data for my client into zoho crm. My query is there any way i can import "notes" under contact in zoho. My clients pervious CRM had notes per contact and multiple notes. Please kindly advise how i can do this in via nass upload or any other functionality. thanks
Activity Reminders
I seem to be having problems getting Activity reminders. I have recently set an account for a New Company and the little Alarm clock isn't present. I have set reminders on activity but these haven't triggered. I have looked at settings in the calender and they set for reminders. At a bit of a loss. Anyone else having problems?
Zoho create app is not showing in report drop down in Zoho crm
Hi , I have created a Zoho creator app, and import it in the Zoho CRM, everything works fine, but when I am trying to get Zoho report under Reports menu, my app name is not displaying in the dropdown list. See screenshot where I need my app name to be listed. Can you please guide me here.
how to integrate Zoho crm with our website contact us Form
hello guys, i have some issue with integration of php websites Contact us Form Please help me
REST API Get Users Parameter Confusion
I'm using the new REST API which uses OAuth2.0 tokens. Now I want to get the user whose token I'm using to make the API requests. In the documentation for the REST Users API ( https://www.zoho.com/crm/help/api/v2/#Users-APIs ) there's a request parameter called CurrentUser. It's description says "To get the list of current CRM users". I'm confused. Does the CurrentUser parameter return just one user (the current one) or multiple users (as its description says)? Should I maybe be using another parameter?
How can I create a filter for today and overdue activities?
I want to create a filter when I can see all the activities for today and overdue. But for activities I mean, calls, visits, task, send a email. Because if I used the filters that come by default someties I see that I don´t have more to do, when I'm forgeting someting and for me changing to one filter or another is a wast time. Thankyou for your help.
SSL certificate problem
can I test CRM API from local server? SSL certificate problem: unable to get local issuer certificate - got this error when I tried
How do I setup a related contact lead with the task api.
I am creating tasks via the api. I can send Description, Task Owner,Subject,Status. How do I send a client/lead/contact. What is the field name and what is the value Do I send an email a userID or what. I want to attach a client to the task. thanks for you help
How to add the purchase order product in another module using Custom Function?
Hello there, We are trying to create a custom function in which on click of a button a custom function is called which consist of an argument as 'puchase_order_id' using that we are reading the purchase order and try to add the product from purchase order to another module as an entry. Here is the code which we are using: accountID1=input.po_id.toString(); reponse = zoho.crm.getRecordById("PurchaseOrders",(accountID1).toLong()); info reponse; productDet=ifnull(reponse.get("product"),""); /******Here
Help with a formula field
Hi, I'm trying to build a formula to calculate a Deal amout. Here are the fields so far : "Base Price" - checkbox "Tech Package" - checkbox "Nb of trainer(s)" - picklist, with the options : 1, 2, 3, 4 or 5 "Trainer (per day / per trainer)" - picklist with the options : 1, 2, 3, 4 or 5 I'm not good at all with formulas and custom functions; I want the formula field to calculate something like : if ''Base Price'' is True, the value is 1000$ if ''Tech Package'' is True, the value is 500$ if ''Nb of
How to associate an email with a Sales Order?
I see that "Email" is a Related List for a Sales Order but how / where do I associate an email to a Sales Order?
Create products using api
Hello, I am trying to create products using api and curl PHP but i am not able to create. Please guide me where i am doing wrong. Here my code: $xml = '<?xml version="1.0" encoding="UTF-8"?> <Products> <FL val="Product Name">Testttt Prrr</FL> <FL val="Product Owner">Alice Heijbel</FL> <FL val="Unit Price">10.0</FL> <FL val="Qty Ordered">1.0</FL> </Products>'; $auth="**********"; $url ="https://crm.zoho.eu/crm/private/xml/Products/insertRecords"; $query="newFormat=1&authtoken=".$auth."&scope=crmapi&xmlData=".$xml;
do not call Flagged Accounts?
Under ZOHO Accounts module: How can Accounts be flagged as do not call Flagged Accounts?
How to show/hide discounts in quote templates?
If this has been discussed before, I can't seem to find it. We created a simple quote template, leveraged from the one we used in SalesForce. One functionality that I wish I could have is the ability to show or hide discounts in our quotes. Not all customers need to know that we sometimes offer discounts. In SalesForce, all we needed to do was export to a Word doc and delete the row, but Zoho only exports to PDF which is not so easily edited. So, what I'm looking for is either a way to show or
Calendar to Connect
How do we have events put in to the CRM show up in the connect feed??
Where does "Sent" email go if there is no matching address in CRM
Using Outlook plugin., I am adding to CRM all SENT email. I have deselected "If no contacts match..." and "If no leads match..." I only want to transfer a sent email to CRM if the sendto email address already exists in CRM Contacts. What happens if there is no match? Is CRM still storing the SENT email? If so, how can I delete it?
Reason For Loss
Hello, When we have a lead that is lost, and we can leave a note for the reason for loss. Is there a way to retrieve the reasons in a report, or otherwise?
Wrong cache in API method searchRecords
Hi there. I found mistake on API method https://www.zoho.com/crm/help/api/searchrecords.html After changing the lead, I still get as a result of some time with changed lead (it no longer fits the search criteria and stores a field with a modified value). For example: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). Request: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=Auth Token&scope=crmapi&criteria=((MyCustomField:aaa)) Result: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). -
I am unable to view the leads assigned.
Hi, I represent marketing team. Leads are either manually entered or imported directly from the website. Based on the Lead I will assign it to the respective Sales colleague. The problem starts here, Once the lead is assigned I am not able to view the Lead from my login. If I am not able to view, I will not be able to track the lead progress or update any extra information regarding the lead. Please help me how to overcome this situation. I am an Enterprise edition user of Zoho.
Tip #20: Avoid Unanswered Calls or Emails
Hey folks, It's Thursday again! As part of our weekly Tips and Tricks, we are back with a tip on how you can avoid unanswered calls or emails. The one most critical but frustrating job in the daily routine of any sales rep is calling contacts and actually being able to talk to them. But getting hold of them in the first place is a real challenge in itself. Well, that's not going to be the case if you are using Zoho CRM. With Best time to Contact suggestions by Zia, reps can now be aware of the right
Categorizing deals and recording per-deal "product" prices - what are your best practices?
What are your best practices for categorizing a deal? A deal for me may contain any combination of : A speaking fee which can vary by client AND by event. (i..keynote or workshop) A sale of one or more physical products which price can vary by client. A license to electronic assets which price can vary by client. Data-wise, I have a one-to-many structure relationship. Through time I want to report/filter the deal list based on, for instance:. Show me all Won deals which contain a licensed a video
Anyone use RingCentral? FYI: Twilio integration just does not work, at all
Wondering if anyone successfully uses the RingCentral integration. By "successfully" I mean: -Inbound and outbound calls are actually logged in the CRM -Click to call works -Incoming calls pop up relevant contact/account informatoin FYI: do not attempt to use the Twilio integration. 30% of incoming calls, or more, do not have an "Answer" button, meaning our reps simply can't answer the phone. Zoho is, as always, terrible at getting this fixed. 20 emails later, and it still does not work. We have
Will ZohoOne get the new CRM Plus interface
I just saw What's new in Zoho CRM Plus. https://www.youtube.com/watch?v=IcRAJwX3oks It looks great! Was wondering if that kind of interface with all the apps down the side etc. is planned for ZohoOne any time soon? Regards, Glenn
Automating workflow for Tasks to send out Internal work order
Hello, I am currently using the free version of ZOHO CRM in our organization. We also have the paid version of Campaigns. Per our sales process, once we close a deal, we prepare a internal work order (currently prepared in Excel) and is sent to the respective departments to begin activation or implementation of software or service. There may be multiple departments kept in the loop. The implementation team acknowledges and begins the project. Once done, they update the status and send it back to
How can I get rid of the Google AdWords Information section that is present in all of my modules even though I'm not integrated with Google Adwords?
Please see attached images showing the section in question and that I've not integrated AdWords. How do I get remove that section from all of my modules - it's not deleteable currently?
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