Sort Fields By Tab Order on Merge Duplicates Page
I modified the layout of my lead module to a two-column format with top-to-bottom tab order. This works great on the lead entry page, but when I go to merge duplicates, it puts the fields in left-to-right order. The groups of related fields get all mixed up with each other making it a big pain to run down the list and make choices about which record to use. I've added a few screenshots to demonstrate what I'm talking about.
How to hide complete activities in my activity tab
Hi, When I open up the activities it shows all the old ones and once something is complete i'd like it gone. I'd also like to change the layout and order of the activities page.
Communicate ZOHO CRM through XML with other Services
Hello, I'm José Daniel, and I'm really new in this platform, I would like to know if there is a way to communicate ZOHO CRM with another platform what uses Web Services. The idea is the we take the some information from the Zoho CRM and with that information we create a XML, then we send that XML to this other platform, we received and use the answers to update the information in Zoho CRM. I don't know if this question should be here or in Zoho Creator. Anyway, I would appreciate all the help. Thank
Custom Module Issues with Phonebridge and more
So we have decided to go all in on ZohoOne and transform all of our business applications over to Zoho. We are starting with a few applications at a time and figured CRM was a great first app. We decided to build a custom module for one of the lines of products our customers can own. In this module we created the contact info(BIG MISTAKE it seems), purchase info, finance info, tour info, etc. We brought in all our records, got them nice and shiny and started updating them. Our next step was to bring
Enhancements in Social CRM and Home Page Customization
We are excited to announce the introduction of new features in Zoho CRM under Social CRM and Home Page customization. Please read further to learn more. Automate lead generation via social media The social media platform is undoubtedly a rich source of leads for a business. For example, you may want to convert your mentions and enquiries on Twitter as leads in CRM and follow up with them further. Currently, you can add your social media followers as leads and contacts in Zoho CRM from the Social
Potential - Closing Date
Is there any technical reason why the Closing Date field in the potential module needs to be marked mandatory and not able to be changed or moved? I am trying to use Zoho in a B2C environment where I am dealing with a large number of prospects at any given time, and it is not only unnecessary, but often difficult to predict an exact closing date for the sale. It makes much more sense for me to simply track the amount of time that has elapsed since that potential was last moved to a new stage in the
seid and semodule not working to associate call with parent record in lead and contact modules
This is the code I've used for the lead module. It creates calls, but fails to associate them with the lead. Seems this should be a simple, common sense feature, that shouldn't need to be coded. But here it is...my code to automate something that happens multiple times a day, everyday....and that code won't even work right. Some CRM! I need to know what's missing, why the lead names are not being associated. Please please, don't rewrite the whole entire code for me, thanks. This program requires
Deleting Products
Why I cannot delete products, even though no associated orders/quotes/invoices as it says in the message.
Moving a layout
I need to move a layout from Contacts to Customers. How can I do this? Also, with Zoho One, do we get unlimited contacts??
Tasks Isn't Updating Owner When Changing Lead Owner
When changing Lead Owners, the tasks aren't updating their owners. This happens randomly.
How can we merge duplicates in bulk
Does anyone know how or have ideas on how to find and merge duplicates in bulk and not using the the built in "Find and Merge Duplicates" one at a time as we have thousands of contacts and hundreds of duplicates we simply cannot tidy this up manually. We turned Google Contacts sync on and it just made a mess and created duplicates and variations of duplicates with new accounts it has turned Zoho into a real mess. Since then we have disabled sync in case it effected other services so we have rules
REPORTS
Hi, When I run a potentials report not all the potentials listings come through the project value against them? Regards Paul
Send email into CRM
Is there a way to send an email from Gmail, and have it integrated into a CRM record in Zoho?
Creating a completed task when an email is received
Hi, I'm a zoho novice, only started using it yesterday. I'm trying to figure out how to automatically create a completed task in a Lead/Account module once an email is logged using the outlook plugin. i.e. Sales person sends an email from outlook, sends to Zoho, email gets attached to the Lead record and what I would like is that a task is created/completed with the subject Email Sent. Is this possible and if so could someone point me in the right direction, Thanks Michael
Retrieve "Reason For Loss" via API
@ZohoCRM: Is it possible to retrieve the "Reason for Loss" via an API and publish it using webhooks?
Is the 50 tag limit per record, per module, or system-wide?
At what level does the 50 tag limit exist? Is it a maximum of 50 tags applied to a given record (e.g. contact) from a total available tag set of >50 Is it a maximum of 50 unique tags available to records within a single module? It it a maximum of 50 unique tags available across all modules?
Reply emails in Email within Accounts
Hello, I have a personal POP email account tied in with Zoho CRM, and I send emails within Zoho CRM. I get the stream of the sent emails within Accounts, however, the responses/reply emails do not show up. Is there a way for both sent and received email stream to show in Accounts? Thanks!
Get A List Of Potentials filtered by a "Custom Field Value"
Hello, I am new to the Zoho CRM API and was hoping someone could give me some guidance. I need to pull a list of "Potentials" based on a value in a Custom Field. On the "Potential Page" for a Contact there are 2 fields called "Order Kit ID" and "Order Kit Status" I want to pull all data for potentials where the "Order Kit Status" is "Pending" Can anyone give me any hints/tips please? UPDATE I am still struggling with this. I have attempted the follow call to the API https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=AuthToken&scope=crmapi&fromIndex=29346&toIndex=29546&lastModifiedTime=1980-01-01%2000%3A00%3A00&sortOrderString=asc&selectColumns=Potentials%28Stage%2CClosing%20Date%2CPotential%20Owner%2CAmount%2CContact%20Name%2COrder%20Kit%20ID%2COrder%20Kit%20Status%29
ZOHO CRM/Account is INACTIVE?
When I try to login to my account mpage[at]yourwayhome[dot]co it says the account is inactive. I have no emails from ZOHO or anything discussing why the account is inactive. I need this fixed URGENTLY my ENTIRE business rides on the data that is in that CRM. The email was formerly [at]americandreamls[dot]com but we changed the company name. Please I desperately need to service my clients and there statuses are all in that account.
plugin that avoids change the status reason of an event
Hi, I use crm 2016 and VS 2015, I`m trying to do this:⦁ Create a plugin that avoids to change the status reason of the event if the initial value is “Closed”. You have to avoid that operation because a closed event can’t be open again.
A summary of the latest enhancements in Zoho CRM!
The latest enhancements in Zoho CRM revolve around a wide range of areas such as personal settings, email templates, advanced filters, call logging and Feeds. Read on to know what they are. 1) Sort records in a list view based on a desired name format While sorting records in a list view based on names, if you prefer to have a sort-pattern that is independent of the display name format, you can now set this preference under Sort Order Preferences found within Personal Settings. Learn more>> 2) Build
Webform for Deals Module
Hello, I have created a new workflow whereby our Leads and Deal processes are combined under "Deals" - we want to be able to visualize the entire life of an engagement from start to finish in one place, without leads being separate. That being said, we currently use Leads-based webforms...what is the easiest way to go about creating webforms for our new Deals module?
Cannot return value from a custom function
Hello, It appears any function created in Automation -> Actions -> Custom functions has return type void. Part of the value of reusable functions is that ability to do work and then return the results of that work. How do I return a value ?
CRM is SLOW or DEAD!?!
Is anyone else having an issue with CRM being painfully slow right now? Even worse getting the sad puppy? Not good! Sorry, something went wrong. Please try again later.
Can't assign a Project Manager to an Account that already has an Account Owner
There seems to be a missing piece in the integration of Zoho CRM and Zoho Projects. There is a point where the sales rep (account owner) needs to "hand off" the customer to a Project Manager. The Project Manager will then takeover the account, create projects, etc etc. But the Sales Rep (original account owner) still needs to be able to view the account and his original customer. But apparently for each account there can only be 1 account owner. Right? So the alternate way that I thought to do it
What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...
Hello, I am a longtime Zoho CRM user and small business owner. I have and do use other Zoho apps like Social, Sales IQ, Campaigns, Creator Books and more. I now have Zoho One so I have the complete package. My current problem is the following: I need/want to set up a Drip Marketing Campaign to follow up with leads. We sell English language courses to both individuals (B2C) and companies (B2B), so I probably will need at least 2 different campaigns for this. Right now all my leads are funneled into
Problem triggering workflows
I want a field that has a client's full name in all caps. I collect the fist, middle and last name and I want a workflow that combines it all for me and makes it all caps. I set a workflow that should trigger whenever the First Name, Middle Name(s) or Last Name fields are edited. Here is the custom function that I use: void Untitled_Function (string FN, string MN, string LN, int Contact_ID ) Edit Arguments Name = input.FN + " " + input.MN + " " + input.LN ; Info Name; UpperName = Name.toUpperCase()
All Email Templates Suddenly BLANK
From one day to the next, all my email templates are now blank. They are all there listed, but all of them are blank. Why, and what to do about it. Please help.
Zoho CRM Email Templates - Title being Displayed Missing body content
Some of the Zoho CRM Email Templates, the Templates Names are being displayed in folder, but when they select the template, the Template body content does not display.
Selecting up to certain number of records in the view of the Module's records.
I have an interesting case. A client has an offer that they want to make available to a fixed number of their customers (e.g. special offer to 5,000 customers only). They have certain eligibility criteria, however, the number of people who meets this criteria exceeds the maximum amount of offers available. My client wants to select them from a list view and perform a custom function, that will send them a message about the offer. What needs to be done is: 5,000 Contacts out of the total segmented
Shared Field
Hello. We have a field in the Contacts module called "Referred By". There is another module connected to the contact called "Transactions and Properties" Is there a way to have the field "Referred By" also appear in the screen of the Transactions and Properties"? This would help us when running reports on closed transactions to verify the source of business. Thanks.
Custom Function
Hi, I want create event and schedule call after lead create. In lead i have subject and start date and time. I added this code but it's not working please help me. leadDetails = zoho.crm.getRecordById("Leads",input.LeadId); name=((ifnull(leadDetails.get("First Name"),"")) + " ") + ifnull(leadDetails.get("Last Name"),""); start=((ifnull(leadDetails.get("Event Start date"),"")).toTime()).toString("dd-MM-yyyy 09:00:00"); //end = ifnull(leadDetails.get("Event End date"),"").toTime().toString("dd-MM-yyyy
Saving emails to a client that aren't from the client
Sometimes we get emails that relate to an existing client or deal that aren't necessarily from that client. If I add the email to the CRM, it will automatically create a new client - which isn't correct. Currently the workaround I'm using is saving emails and dragging them into the attachments section of a deal. However, I'm wondering if a feature could be added to the Outlook plugin to associate an email with an existing client contact / deal?
Add first name and last name to Name default field of a custom module
Hi, I have creat a custom module. There is a standard mandatory field "Name" and I would like that this field group the first and the last name such as in contact module. How can I do that ? Thanks in advance
workflow and scheduled actions
I should be able to set workflow rules as follows: When> field Update + every time With scheduled actions For instance on leads: I have a "client status" field that is a single pick drop down: new, attempted contact, contacted, long term, active. I would like to set up a workflow that does: field update: client status criteria: status = attempted contact and then a series of scheduled actions and then a second workflow for field update: client status criteria: status = long term and than a different
Emailing Limits
I'm confused as to what the total combined limits are for emailing from CRM. We're on the Enterprise version. We send emails via a macro which uses a template and updates a field. We also send emails via custom functions on custom buttons. And also use the standard Send Mail button. What are the daily limits for each of these and the combined total? Is it 1000?
How do I set permissions to...
How do I make it so that my org employees see only THEIR work in Zoho CRM???
How to update Price Books related list in Product using API method?
Hi Team, I want to update the Price Books related list in Product using API Method. Please give me the suggestion. Following is the screenshot of Price Books related list in Product form: Thanks, Parth
Switch B2B B2C from api
Hi Is there a way to change the field "disposition" (in french) in a lead or contact ?
wish - adding save tasks or set of tasks
I wish we could manually add saved tasks or a set of saved tasks - I know we can have it do it automatically, but there are some instances where i wish I could add it myself
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