Adding notes - have to click twice before I can start typing
I was wondering if anyone else in the forum is encountering this issue. Whenever I want to add notes in any module, I need to click on the text area box twice before the cursor would focus on it. For example, when I click on it the first time, I get this: The cursor is not focused in the "add a note" textbox and I can't type anything. I have to click on it a second time before it can get focus: Is this normal and why is this not a bug?
Seting date in Blueprint
I want a transition to be able to set a specific date. For example if a lead says to call on a specific date or call me back in October. Am I missing something when creating a task?
Choose a mass email contact
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
Edit Fields that are shown on Lead Creation Page
I would like to limit the amount of fields that are shown after hitting 'Create Lead'. Essentially, I want our sales staff to only visually show the REQUIRED fields needed on the 'lead creation page. To add additional information they need to create the lead and from that page edit the fields. Screenshot shows the 'create lead' screen shot that I am looking to edit.
Zoho Crm API InsertRecord - Workflow
I am trying to execute workflow on creation of record using zoho crm api and also did wfTrigger = true.But it is still not working. Here it is my xml data: <{authtoken=[hidendata], scope=[crmapi], version=[2], xmlData=[<?xml version="1.0" encoding="UTF-8" standalone="yes"?> <customModule14> <row no="1"> <FL val="Message">Yup</FL> <FL val="Phone Number">hidennumber</FL> <FL val="SMS-Status">received</FL> </row> </customModule14> ], wfTrigger=[true]},{Content-Type=[application/x-www-form-urlencoded]}>
Problemas envio e recebimeneto de email
Bm dia Não estou recebendo email já fazem dois dias. Começou quando enviava email e vinha de volta uma mensagem em inglês, que pelo que consgultei, dizia ser automatica só dizendo que foi enviado o email, e que se repitiria por 4 dias essa mensagem. Desde que isso começou não recebo email e os que envio as pessoas não recebem
Zoho CRM
Hi! We are Events Management company and have almost setted up CRM. We need help in the final touches for Reports and Dashboards and bit of some data.We need someone to start asap and work next 2 days on it and hopefully deliver to us by Monday. Best regards Harmeet Dubey My email is - harmeet.dubey@coriniumintel.com M.no -0044-7984907920
Automaticly generated offerdocument based on the deal information
Is it possible to make a template for an offerdocument, and get some of the data directly filled out from the deal, and acount?
SalesInbox Meeting Requests
When receiving a meeting request, the meeting request info is not shown when reading the email. There is the little icon showing it is a meeting request but no info as far as date/time/attendees, etc...
Horrible Customer Service
Just experienced the worst customer service by Zoho CRM ever. Do not seem to care. Pretty much say, nothing we can do. Good bye zoho, been customer for 5 years and i am going elsewhere unless some oen management contacts me and resovles my issue
Dividing leads
I am currently redesigning the Zoho CRM for the company I work in. I want to create two separate modules for two different types of leads, given that we have two different business lines. Unfortunately when I create a new module and simply put the name of the type of lead, many of the lead functionalities are missing. Is there a way for me to efficiently split leads into two modules, and be able to convert both from leads to accounts?
MAP CREATE TWO RECORDS
Dear, how are you? I have the following map working fine. creandoaFact=map(); creandoaFact.put("Contenedor",input.cont); creandoaFact.put("Booking",input.Booking); creandoaFact.put("Cliente",input.Cliente); creandoaFact.put("Ref Cliente",input.RefCliente); creandoaFact.put("Tipo","GATE-IN"); res = zoho.crm.create("CustomModule12",creandoaFact); I have a Number field too I need to create, using this map, the number of records equal to the number field. Is this possible? PVU
Pulling information from Accounts into Deals
Hi, We currently have it set up so that in our Deals we have an accounts name lookup. When this is filled out is it possible to pull information from the account look up to populate other boxes? Essentially in the Accounts we have a box for self bill, this is also shown on the Deals however currently has to be manually entered after adding the Accounts name. I want it so that when a user fills in an account name it auto populates the self bill box in Deals if the self bill box is ticked in Accounts.
Update fields by updating a selection list
I have a form with several fields (forming a timeline of my request) and a selection list field. I need a code so that when I change the selection list it updates one of the fields. Fields are checkbox I tried something with this code but without success: AcctDetails = zoho.crm.getRecordById ("Quotes", input.acctId); AcctId2 = input.acctId.toString (); Mp = map (); If (input.product == "Trial TRT RO") { Mp.put ("Trial TRT RO", true); Resp = zoho.crm.updateRecord ("Quotes", acctDetails, mp); } Thank
Get code 4819 when trying to update a contact and the email address is in a different case
Scenario: In Zoho the contact has email Xomeemail@test.com Send an update to https://crm.zoho.com/crm/private/json/Contacts/updateRecords {:body=>{:xmlData=> "<contacts> <row no=\"1\"> <FL val=\"Contactid\">REDACTED</FL> <FL val=\"Contact Owner\">REDACTED</FL> <FL val=\"First Name\">First</FL> <FL val=\"Last Name\">Last</FL> <FL val=\"Title\">Title</FL> <FL val=\"Account Name\">Account</FL> <FL val=\"Email\">xomeemail@test.com</FL> <FL val=\"Billing City\">city</FL>
Zoho CRM | Inventory Templates (Quote, Sales Order, Purchase Order, Invoice)
If you are looking for beautiful templates for Quote, Sales Order, Invoice or Purchase Order in Zoho CRM with Header, Footer and Page Number in each page: you are in the right place. You can choose from our library of templates (and change Logo and Color) OR decide to build a 100% custom-made template! Browse our library of templates here. Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services Private Limited Email: arnab@glionconsulting.com | Website: www.glionconsulting.com ZOHO
PUTURL is not available in zoho crm custom functions.
HI, I would like to know how to udpate an object in an external application using REST? I do not see PUT url similar to POST url. Please suggest on how to do this. Thanks Krishna
Zoho CRM Inventory Templates | Premium Templates Added
Friends, We just added "Premium Templates" in our library of Zoho CRM Inventory Templates. Have a look at the templates here https://www.awesomeinventorytemplates.com/ Have a great day ahead!
Update Ring Central Phone Bridge in ZoHo
Hello, I had a rep set up their ring central with the wrong Ring Central account. How can I update that? Can't find how to update or make changes to the phone bridge anywhere, Help!!
Report and Graphs
Can anyone out there please help me genrated a report showing aged potentials(deals) showing oldest in age to current and graphing this? I have tried numerous times and cant get exactly what I need. Thanks in advance, Best Regards, Chris
Choose mass email contacts
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
getRecordById Help
Hi All, Say I call getRecordById for a product and the product comes successfully. product = getRecordById("Products", id) Then I want the Product Type element but let's say that this does not exist in 'product'. prodType = product.get("Product Type") What is the value of prodType in this case? Is it null or an empty string? What would be the result of the check below? Would it throw an exception or return false? prodType.contains("Test Type")
Creating Auto Emails
Hi there, I have a couple questions about auto generating emails with Zoho. First I would like to creat a workflow rule that when a deal or opportunity is close and won an email is auto sent out after a set period of time. I see how I can creat a task after a period of time, but not how to send out an auto email. Is this possible? Second, I would like to send out Auto emails around birthdays or client annaversary dates? Is this possible? Thanks so much in advance, Brad
Zoho mail merge and Office 365 spam filters
The Office 365 spam filter automatically quarantines bulk emails by default, ie. any that come from using the Zoho mail merge templates that send via mailer.zohocrm.com, even if just sent to 2 people. I'm noticing when you send to one person, the From address is yourself. But send to 2 or more and it's sent via the mailer, which then gets quarantined. Just curious how others deal with this? It'd be nice if we could somehow circumvent the mailer.
Creating Promotions and bonus point systems in Zoho CRM
Hello, Looking for ways to create promotion rules and bonus points systems in Zoho CRM, with the processing of the flows to be done within Zoho, to be integrated with the POS system. Would anyone recommend the best practices of doing it? Thanks, Mykola
Email template width
I'm trying to create an email template with not layout, but even when I select the blank template, I get pre defined borders etc. How can I create a template that is without any layout/borders etc? Thanks!
Exchange rate fixed
Hello! Is possible to keep fixed the exchange rate at the conversion from quote to sales order? Thanks, Regards!
If on If in Zoho CRM
Hello everyone. I wonder how to do if on if condition. Since I got it formula error all the time, I assume it doesnt support if on if. Let says I have field, number A and decimal B. I would like to do the following formula field If(A>0, A*5 ,if(B>0, A*B, 0)) Can I do that?
SalesIQ Support Forum
Can someone in the Zoho CRM division let me know if the SalesIQ team checks their forum on a regular basis?
Can someone help with email intergration - loosig the will to live!!
Hi Guys I am finding Zoho a pretty good CRM after testing numerous different ones. However, I am getting so frustraed with the email sycronisation. I have synced my zoho with Gmail so that emails appear. But this is not really working for me since if I delete the email from Gmail it also deletes from my CRM. I don't see the point in saving emails in both places. I would like my crm to help free space in my inbox but this is not working. How do other people manage their emails? Do you only use Zoho
rôles des contacts
Bonjour, Est il possible d'interroger les rôles des contacts dans un rapport ? Merci pour vos réponses
Twilio Voice and SMS
I am attempting to integrate two way voice and two way sms into my ZoHo CRM system. Is Twilio the answer? I was hoping that Ring central would do the trick but they do only the voice side... Or at least when I have the voice side installed, the sms doesn't work. Maybe I could trigger SMS through webhooks... Would wish to avoid that extra horsing around if I can help it. So to reiterate, what is the best partner for seamless voice and sms integration into CRM? Any ideas? Thanks Dave Olson
Anybody working with zBrains having sync problems / support issues?
Hi, Just wondering if anyone else out there is working with a company called zBrains and their Quickbooks integration for zoho CRM?
Auto update a field upon new record creation
Hello! Another newbie question...I need to do the following upon the save a newly created Account record: 1. Read a value from a field in a custom module in Zoho CRM 2. Do a calculation based on the value read. 3. Update a field in the newly created record upon saving the record. 4. Update a value in a field in a custom module in Zoho CRM. Can I do this with a function? If so, can you give me a hint or point me to an example/documentation? Thanks!
How do I use a custom function (CRM) to automatically copy custom data from Account to Sales Order?
I'm trying to copy data from custom fields in an Account to a new Sales Order when a new Order is initiated (before Saved or Created). I've tried using a custom function but it appears that it will only run when the order is Saved (Created) or Edited. Zoho is obviously able to do this with fields that are fixed. Is there a way to do it with custom fields? Thanks in advance.
General information changing on both company and contact level
Dear all, We want to optimize our database of leads and contacts! Sending a postal mailing, some of the letters returned to sender. I want to update the address in ZOHO. I thought it would be easy to change the general information like address, postal code, general phone number on company level. Unfortunately these changes were not made on contact-level. Could someone tell me how the these changes automatically will be made on both the company and contact level? Many thanks
Can't remove/add fields in Contacts
After I have added/removed fields from Contacts and save it, all returns to default again. There are many fields within the default template, we do not need + there are fields missing that we do need. How can we edit them to our liking and keep the changes without it ignoring the changes after save?
ACCOUNT BEING DISABLED
Heello :) i have an issue regarding my account it keeps saying its disabled when i try to log into CRM. When i check my inbox ( MAIL ) IT logs me out after 3 seconds and it keeps saying network server connection PROBLEM , but my WIFI is working just fine . PLease help. thank u
SearchRecordsByPDC does not return all of the records in my custom function
I added a button to the Accounts page to update the Sales Amount Total but it only works if there are 20 or fewer Deals(Potentials). Here's some example code. string TotalSalesbyAccount (string AccountId ) accountID1=(input.AccountId).toString(); resp = zoho.crm.searchRecordsByPDC("Potentials",("accountid"),accountID1); info resp; output=0; for each rec in resp { output=(output + 1); } return " " + output; When I execute the above code with an Account that has well over 100
Is it possible to create line items in Email Templates?
Hi, I want to be able to list line items for Products in Sales Order but I can't figure out if this is even possible. Is it, and if yes can I possibly get an example? Thanks. Scott B.
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