Unable to tag other Zoho Users
I noticed today I was unable to tag other zoho users in cases while filling in notes. Usually I type in @(Insert Name Here) but nothing happens when I type in the trigger character. Any ideas as to why this feature stopped working?
Website and CRM Integration
Hello, How to synchronize membership website (where each member has his profile) with ZOHO CRM. Users will subscribe for free and paid additions. After payment or expiration their statuses must be changed in CRM too. Is it possible? What is the best advice/solution for subscription websites to automate sales and marketing activities.
Function-15: Notify task owners when the ownership is changed
Welcome back everyone! Last week, we learnt how to get record owner details inside a record with the click of a button. This week, let's look at a custom function notifies the task owner when the task is transferred to another owner. Business scenario: Tasks help organize and manage your sales routines efficiently. Your sales routine might include a set number of tasks. Let's say the prospecting process of all your inbound leads includes 2 tasks - analyzing requirements, sending a quotation. This
Blueprint to send email to associated vendor?
Hello, I have a custom module for basic project handling, which uses a "vendor" lookup. As usual this gives me a related list for "vendor" in the custom module. I wish to create a blue print for the custom module that sends an email to the contact email address of the linked "vendor". This doesn't appear to be an option in the email alert section of the "after" tab of the transition. Is this possible please? Or any alternative ideas? Simon
New Lead Button on Search Results
A common work flow for me when adding a lead is to search the name of the company first, to avoid adding a duplicate. It would be great if the "no matching record" page had a button I could click to add a new lead, so that I didn't have to close out of the search first.
How to create Task in Zoho CRM using workflows custom function?
Hi, I want to create Tasks (records in Task module) from custom functions in Workflows. Here I am getting an issue to map values in Related-To field that will contain the name/lookup of the module to which this task is related. How can I map the related module in that field? Please help. Thanks in advance....
Drop down does not clear not selected value
I created a simple Yes/No drop down field on a form (see attached screen shot). The default is set to "No," so if an appointment is what we consider value add, the sales person selects "Yes." In all of the drop downs I've used over the years, selecting something other than the default clears out/negates the default value. In this case it isn't. Interestingly, this field works as intended on the Zoho CRM app: the sales rep picks yes, and "No" goes away. So I believe there is a problem with the functionality.
Provide wordpress plguin for zoho crm
Please suggest with answer with questions: Email notifications to administrator on or off Email notifications to people making bookings (Optional) schedule event reminders to be sent out at specific dates Email notification to administrator when tickets have sold out Enable waiting lists when tickets have sold out (e.g. by capturing a user's email address to add them to a list, which we would then use to notify them should there be any availability) Form to capture booking info (name, address, phone,
How to integrate Exotel with Zoho CRM using API
I want to integrate Exotel with Zoho CRM using API method. How can i do this in Zoho CRM. Please provide me steps to follow
Retrieve "Reason For Loss" via API
@ZohoCRM: Is it possible to retrieve "Reason for Loss" via an API and publish it using webhooks?
Unable to receive emails
Dear Sir/Mdm, We were unable to receive emails but can set out emails from zoho. Have drop an email to support@zohocrm.com for help. Please assist as its superb urgent since the whole company cant receive emails. Thanks From, Shely
Email account cant receive emails
Hi, Since yesterday our partner with email account miriam.menendezalvarez@grupoamazing.es is having troubles to receive emails. Some of them she can receive others cant. Is kind of urgent. Regards
How to integrate Zoho with Outlook 365 Email
Hello, I have a zoho account that I used previously for emails and what not. But we've acquired our .com email and want to see how we can integrate it into each lead/prospect for contacting clients. I want to have it setup so emails are also tracked, but with mail365. Is this possible?
Add DocuSign to Other Modules
How can one add docusign to other modules, certainly there must be an easy way to do that.
Zoho CRM and Zoho campaign
Hi, I would like to know if I can send a zoho campaign to the lead and contacts of zoho CRM, how can they be integrated? thank you
Problem with workflow notifications
Hi!, This week change our company mail system, from google apps to office 365 . We have various workflow to notify us, by email, when a user make a change. Since we migrated, the notification mails are not sent anymore or at least they do not reach us. Do we forget to make any changes in zoho or our dns records? Is there a way to verify if the notifications are sent? Sincerely, Bruno
Feeds and Notifications
What are the default settings for Feeds and the notifications shown under the bell icon? I am using the free version.
Users
Hello, I was wondering if assigning a CEO is mandatory in the CRM? I am asking this question, because when the CEO creates leads, accounts or does any modifications, the people under him in the hierarchy cannot see them. So how can I delete the CEO or how can I make sure that everyone has access to his work? Thank you very much, Tala
Reporting Export - Free Version
The PDF and Excel versions do not look very good. The PDF is very small because the export is all on one page. For Excel, you can't, for example, change the currency format to exclude decimal points. If you export to a CSV then you can make the formatting changes but why offer Excel as an export option f you have to go the CSV route before saving as Excel?
How Can I Change The POTENTIAL Name That is Automatically Created by Lead Convert Process
Is there a way I can change the POTENTIAL name that is created when a LEAD is converted? Currently I get the Account name with a hyphen after it (no space) I am trying to reduce keying required and would like to be able to have the Potential name crated during the convert process to be: [AccountName] - [ProductNameFromLead]
Add contact/task from email
It appears when I am looking at an email and choose "Add To" then "Contact" this creates only a new contact in my zoho email contacts. Can I create a CRM contact directly from an email? Greg Aanes 2109 Queen Street Bellingha WA USA
Remove Discount line from screen form
I have removed the Discount line on all sales orders and invoice templates but it still is available in the screen entry form. it sometimes gets used for deposits (yes is an error but humans are predictably unpredictable) because of its presence and creates problems with the pricing and tax calculations. Is there a way to remove the line from the screen form? Greg Aanes 2109 Queen Street Bellingham WA USA
Connecting Zoho CRM and Zoho Projects
What is the best way to smoothly copy Zoho CRM Deals to Zoho Projects without losing Deal information, notes, attachments, etc...?
Code Snippet - Validate Account State By Zip
Here's a little snippet i came up with to check short states in your account records against min/max range to zip code. It's also designed so it can be used as a mass update style button. I threw this together pretty quick and tested it on my test account data. Please use it with a test record before u put it in the wild. With slight modifications to the implementation you can add it to contacts or leads, whatever. Instead of letting it pass on records it can't deal with you could add a tag to
Global search results sorting
Hi there When I search for a contact, if that person is both a contact and also their name is a commonly selected lookup in another field, the returned list of contacts from global search is only 10 long on a page and can be several pages. You click an arrow to cycle through the list but the returned data is not sorted or sortable. Can that PLEASE be added to your enhancement list. It is very painful. Thank you. Nick
Accounts to Products relationship
Hi, I want to develop a Deluge script to track resources we rent to customers. 1) when an invoice is issued - take each line of the invoice - find the product of this line - link this product to the Account (invoice's Account) with a custom search field -> all this is working well (see below) 2) but when a product line is deleted from the invoice (or if the invoice itself is deleted), the Product's "Account serach field" keeps the relation with the account. Is there a way
Request URL too large for insertRecords Api
I m using insertRecords api to upload contacts from android to zoho crm server. https://crm.zoho.com/crm/private/json/Contacts/insertRecords?authtoken=my_token&scope=crmapi&xmlData=encoded_data The characters count from xmlData is near 12K. Server throws message as Request URI too large. I've tried the same request in rest client and postman. Got the same error. Should I limit the no of records for uploading? I did already as 100 records. Zoho CRM api doesn't support to send via post body. How to
Invalid ticket id with getFields
Hi, I am new to the API world and I am trying to make a getFields on the Accounts to see which fields I can use. I have tried the following values with my auth token: "https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=XXXXXXX&scope=crmapi" This works fine and give me the list of leads. Now if I try this: "https://crm.zoho.eu/crm/private/xml/Leads/getFields?authtoken=XXXXXXX&scope=crmapi" or "https://crm.zoho.eu/crm/private/xml/Accounts/getFields?authtoken=XXXXXXX&scope=crmapi" I obtain
days360 unavailable for trial Enterprise version
In DateTime functions this function does not show up. Nor can I use it in a function......I'm evaluating the Enterprise version
Update Lookup on custom module
Hi, I am attempting to update a custom field (lookup) on a custom module. I am looking to create a workflow rule to call a custom function on create. I want to populate the lookup field with the account id, below is the example of the code I am using; mySuppID=input.SupplyID.toLong(); relatedSupply = zoho.crm.getRecordById("CustomModule2",mySuppID); //info relatedSupply; siteid=relatedSupply.get("Site_ID"); mysiteid=siteid.toLong(); relatedSite = zoho.crm.getRecordById("CustomModule1",mysiteid);
Searching records right after make an update to zoho crm
Hi all, I'm facing an issue with the method searchRecords, after updating a record in Contacts group. The 'updateRecords' is working well, but a few seconds later, I'm getting a 'search records' and the request is not getting the previously record updated however making refresh Zoho CRM page and the project I work recently, this is getting the right record. Do you have any suggest to solve this problem? Thanks in advance. Regards.
Sharing Deals by Stage
Can i Share deals in a specific Stage with a specific group or persons sot they can only see deals in this stage? I've tried it before and its seemed to work but now i can't do it again fro some reason. is that possible?
Zoho CRM user is not receiving invitation email
Zoho CRM user is not receiving the invitation email. Can you pls help
Automatic print (CRM Invoice)
Is it possible to print the invoice automatically after it is saved? I have been looking in the CRM options but not luck so far. Thanks,
Cant create new project just in one account
Hi, We are having troubles to create a new project just for one of our costumers. In the others costumers it works fine. Regards,
How does the "Social Section" work under the leads module for Zoho CRM?
Just wondering if anyone can tell me if the Social Section under the leads module in Zoho CRM auto searches the lead info to associate the social media profiles/pages to it? If so what fields does it search? Is this something that has to be manually entered? I am trying to streamline my prospecting process in Zoho CRM and need to reduce some of the fields. Currently i have fields for facebook, twitter, and other social networks for input. If this is not necessary and the Social Section attempts
LEADS app crashes
Have had many crashes, deleted app and reinstalled 3 or 4 times. It digitize codes, but crashes when scanning cards. Other behaviour was to crash when trying to change language or country. No answer to emails sent to support. Errors report setup is ON, so they should have and know. Very dissapointing
HOW TO INTEGRATE ZOHO CALENDAR INTO ZOHO CRM?
HOW TO INTEGRATE ZOHO CALENDAR INTO ZOHO CRM?
Simple SQL logic in CRM Reports??? - Please???
There are some super basic elements that are EXTREMELY frustrating in ZOHO CRM Reports. The simplest of them being that (at least with custom modules) there is no way to simply provide a COUNT function. Why would something as simple as this not be included? SO for example of I have a number of records in a custom module that I would like to group by one of the fields and then count the number of records... NOPE. Similar and equally as painful problem is that if you are going to group by the
Adding Java Scripts into Quote Templates
Is it possible to embed java script into a quote template? We are looking to manipulate the available Product Detail fields using our own calculations.
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