Adding Followers to Cases
Hello, We use Cases to offer customer support. We find that the current functionality of Cases is quite limited and difficult to use effectively in a collaborative work environment. First of all, in our organization most customer support issues need to be worked on by more than one person. However, since Cases can only have 1 owner, only the Case creator and owner are made aware of the conversations taking place surrounding a Case or any changes to the Case status. It would be ideal that Cases,
Service is Horrendous! Caller number 1 and then an hour wait and then voice message queue???
and not to mention we pay thousands a month across zoho platform. if i ran my company like this, id be out of business. im crying out b/c i like zoho but my cost savings are in the red when i factor in my time and support and the lack thereof.
importing leads- Duplicate Records : EMAIL ID
When i am importing leads and select skipping by email. does the email check use the domain to skip or the whole email id? for example: if we already have name@acme.com, does the system skip name2@acme.com or will it be considered a new id?
Social tab problem again and yet you keep adding new "APPS" instead of working on the CRM flaws
Hi I am a paid member of ZOHO CRM And for the hundredth time my Zoho CRM Social Tab does not update correctly, it can work perfectly for several weeks, but then it simply stops working...I have posted several times about this.... and I know there are New Messages in Facebook from prospects but they simply do not show up in my Social Tab, so I have to add them manually instead. The problem sometimes resolves "magically" days later or I have to delete and re-associate my facebook account once again.
Get id of the record when inserted
I want the record id when i insert the record using zoho crm api(insertRecords) from php site. The following is the code; $xml = '<?xml version="1.0" encoding="UTF-8"?> <CustomModule> <row no="1"> <FL val="First Name">'.$fornavn.'</FL> <FL val="Last Name">'.$efternavn.'</FL> <FL val="Email">'.$email.'</FL> </row> </CustomModule>'; $url ="https://crm.zoho.com/crm/private/xml/CustomModule2/insertRecords"; $query="authtoken=".$auth."&scope=crmapi&newFormat=1&xmlData=".$xml; $ch = curl_init(); /* set
set column width in tables?
I created a table with 7 columns and 15 rows. Is there a way to set each column width permanently? I have one that needs to stay at about 40% of the complete table width.
How do you connect with JDBC?
I was able to find this post here that shows how to connect to Zoho Reports but I am unable to find any information on the CRM. I'd like to connect it to Jaspersoft and SQuirreL. Thanks
Adding product count number on Quote templates (via Customization > Templates)
I want to add a number (via template customization) in front of each product I list on a Quote (like a numbered list). They should be in ascending order like so: product 1 description of product 1 ... price of product 1 ... product 2 description of product 2 ... price of product 2 ... Is there any way I could achieve that? Thanks for the help. Kind regards, AK
New Team Members Unable to view Shared Account Data
Hello Please assist: I recently created two new user profiles for my Zoho CRM team account, however both accounts appear unable to access shared team data for Leads, Accounts, Contacts, Potentials and Campaigns... All fields appear blank, while new user profiles had previously been able to view data and activities shared across the whole team. Please advise if there is a fix for this issue as a matter of urgency. Kind regards,
You have some flaws in your programing
I have been playing around with the new template design function online and have noticed a few flaws. I created a table with 6 columns and the top row has the names of the columns. I added spaces to help size the widths of the columns. I noticed if I email the template from my computer the columns widths do not save. HOWEVER If I email the template from within my iPad app the columns widths are saved how I set them. Another thing I noticed is I can not save a table width by set pixels. It reverts
Updating a Lookup field on CRM from Survey
Hi, I would like to integrate my Survey with my CRM module, however I am having trouble with it updating look-up fields. The survey is used to log device inspections, so I would like to update the device inspection log and link it to the serial number of the device. the survey collects: serial number check 1 (y/n) check 2 (y/n) date & time completed by On the device inspection log I have used a lookup to look at my device inventory. I cannot update the serial number field from the survey. can I
bug on invoice and quotes
For the last couple of days invoices and quotes does not appear to always be updating amounts correctly so that the totals are incorrect. We sometimes need to close and open the form several times before it sorts it self out. IDEAS
Email accounts?
On the control panel online when I click on Accounts to see the list how do I send emails to them? I see no link to send emails. I do however see a link on my iPad but would prefer to send the email from the website control panel.
Best Practices: Optimal File Storage Method?
Would like to hear from Zoho CRM users.... Does anyone have a really good method or uses an add-on to manage files for Accounts. The issue i'm finding is that is cumbersome to upload and download files. We get a lot of attachments through emails and we would like to drag and drop the attachments into the account or accounts folder straight from Outlook. Currently the process is that we have to download the file then upload it to zoho. Does the Gmail or DropBox integration solve what i'm looking
API getRecords and Layouts
If a field "Sample Field" is added to a specific Layout "New Layout" and is not added to the "Standard" layout, the getRecords method does not return any data related to the "Sample Field". There is simply no element in the XML tree for "Sample Field" The workaround is to add the field to the "Standard" layout.
How to auto populate field Pick List menu
Hello, I imported records into existing field types and the "Lead Source" field is a Pick List field type. There are about 20 different phrases, ie, lead sources in that field in the database I imported. Is there a way to have Zoho auto populate the menu list with the unique values of the 20 lead sources. I don't want to have to type all of them into the list. See attached picture. Thank you.
Intermittent Bug - CRM Emails Not Merging Fields
For the past 72 hours we've had the odd email (using Email Templates) sent out of Zoho CRM being delivered with all merge fields blank. The issue appears to be highly intermittent and we can't seem to determine any pattern. Appears to occur regardless of the template being used and all templates have been in long term use in our organization. (These are not newly created) Anything reported on your side Zoho? Anyone else? Embarrassing for our clients to receive templated emails that are missing the
Why is every activity HIGH priority?
Hi there. It seems that Zoho CRM is set to default every activity as HIGH priority. Can we change this to default to NORMAL? If every activity is 'high' priority, then really no activity is 'high' priority (if you know what I mean?). And having to manually switch each and every new task to 'normal priority' is a hassle and unnecessary. thank you!
Custom Modules should behave just like contacts or leads
It is very imperative that a custom module should provide the same features as Leads or Contacts. The reason a company might need a custom module, is because they have unique clients/customers. One type of client or customer has a certain need and the content needs to be unique and different. It's great that we can have this. What is not great, is that the custom module lacks many of the features that a Lead or Contact module does. Here are some things that need to be fixed in a custom module: There
need help with a Quote form.
I want to create a quote form where I can list about 10 items. I want to have item number, order qty, Pkg Qty, Total Qty, Description, Package Price, Price Per Unit, Total Price. Then I need a Subtotal, Tax, Freight area with a grand total. And of course I need an area with sold to, bill to, date. Is this possible? What I use now is an excel spreadsheet which has all this. Thanks
Two completely unrelated questions
Hi all, Question 1: I want to create a button with sums the values of two custom fields and change the account 'amount' field to that sum result. So amount = field 1 + field 2. I would add it as a formula, but the amount is a special field so I cannot do it. I am trying to use deluge but it's so complicated I cannot understand, it always gives me an error. It sounds so easy to implement that I thought it would be easier to just ask here. Question 2: Does Zoho CRM or any other Zoho module have a way
Api searchRecords with filtering correctly
The following criteria I use: https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords?scope=crmapi&authtoken=-Token-&criteria=(Status:Tramitar) For example, there is a list of records in the Purchase Orders module with the "Status" field. At times it displays the documents but does not match those of the status assigned to it in the criteria. Sometimes it only returns some of the matching results, but not all of them directly confirm in zoho instead of using the search API.
Now, does it have
Trouble with the API method searchRecords
When I invoke the searchRecords method does not throw the information correctly This is the instruction I send you https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords?scope=crmapi&authtoken=Token&fromIndex=1&toIndex=100&criteria=(Status:Tramitar)
formula to convert date and hours into total hours
I am trying to get the value of: start date & time and the end date & time. For example: 04/05/17 - 9:00 am and 04/05/17 - 5:00 pm = 8 total hours The value I am looking for is the Total hours hired for the day....In this example, the answer is 8 I am using the Date/Time field in Zoho CRM Please let me know if you need additional information. Thank you ahead of time, Jules
it tips "inactive user" when execute Custom Function,email is confirmed.
it tips "inactive user" when execute Custom Function,email is confirmed. What's the reason?
Age Potentials by Last Time Activity (ie last call)
I am wanting to age our potentials by last time called/activity. This would require a schedule to run every night to set each potential to last call grouping (ie: Under 14 days, 15 to 30 days, 30 to 45 days etc). I am having troubles trying to figure out how to do this? Any ideas
Cannot Find String Function Proper ()
In custom functions, I need to be able to convert a string to Proper Case ) if first character in each word is capitalised. This is needed to clean up address fields etc. Are there any plans to add this function? John Legg Owner: The Debug Store
Access unique custom layout fields in Custom function
Hi, I was wondering if you have any idea for when the following will be possible with regards to custom layouts: - Retrieving all fields from a record using "getrecordbyid", including the unique fields. Currently only the fields that are shared with the "Standard" or main layout are retrieved. If I have any unique fields, their values won't come back. - Updating unique fields in a secondary layout - If a second or third layout has unique fields, you can't update them via API or custom functions.
Call Zoho Creator function from CRM function?
Is there a way to call Creator custom functions from inside a CRM custom function? Since CRM custom functions can only have a return type of void, I am wondering if I can write a custom function in Creator with a different return type (like int, or string) and then call that function from a CRM custom function? So far it seems that the 'call function' line in CRM custom functions can only call other CRM custom functions, which all must have return type of void. Am I missing something?
Calling Zoho Creator function from CRM Custom Function
Hello, Is it possible to call a function created in Zoho Creator from a Zoho CRM Custom Function? Here is problem this is trying to solve: I have several CRM modules where tasks are created. There is some processing before the tasks are created. I would rather not create x separate functions to handle this (because they're very easy to generalize given the right parameters and because code duplication is a terrible programming practice) and so I have created a general function in Zoho Creator
Custom Function not working
so i was trying to use the custom function like this data = zoho.crm.getRecordById("Accounts", input.accountId); info data; Could you tell me what is wrong with the code? it always return data null even if i only try to get list from the module like this data = zoho.crm.getRecords("Accounts"); info data; it is still return the data null. could you help me with this Thank You
Creating a formula field which is editable by the user
I have a client which needs to be able to add fields to a form on the fly, so that he can enter custom calculations for a particular "job". Some jobs are different, and require different calculations which may be very specific to that job, and will never be used on any other jobs again. To get around this problem, he currently has to export data from his database into an Excel spreadsheet, where he can compute the custom calculations, and then creates a Word doc from that data. I would like to create
script sent to me by Zoho doesn't work
This is what was sent to me: If(Tonumber(${Resolute Accounts.Final Mkt 2017})<Tonumber(${Resolute Accounts.Initial Assess 2017}),${Resolute Accounts.Final Mkt 2017},${Resolute Accounts.Initial Assess 2017}) If(Tonumber(${Resolute Accounts.Final Mkt 2017})<Tonumber(${Resolute Accounts.Initial Assess 2017}),${Resolute Accounts.Final Mkt 2017},${Resolute Accounts.Initial Assess 2017}) This is the response i am getting: Syntax Error. Check the examples for any functions you're using to see if you formatted
Client with multiple branches
Dears, I have a client with 120 branches and I need to create events and tasks for each one of them. Is there a way to create these branches as sub-accounts for the main account? Thank you, Anthony
How to create a summarized field
Hello all In the accounts form, I would like to add a summarized field to compute the total of the Deals, but I don't know how to do it. Thsnka in advance
FTP upload into Zoho CRM from Five9 telemarking software
Hello, I am using Five9 telemarketing software to do outbound and inbound telemarketing. They will be recording all the calls our telemarketers make. The telemarketers will be generating qualified leads and pushing them into Zoho as a lead. With that, I'd like them to push over the call recording. Five9 can only send that through an FTP. Is that possible.
how can we have the images associated with the Location map in the Contact modules
When we click on the location map (address information)in the contact modules.How can to see the image(front view of the company )? how can i get this done..
How to change the order of Notes in Contacts to make the most recent appear first rather than last
All Notes are in visible in Oldest to Recent order oldest at the top. With tons of note history from legacy systems, scrolling to bottom for each contact is hugely inefficient. Thanks, Russ K
How to set up an app
I need to set up an app for our people in the field to be able to see dashboards in advanced CRM and reports, and also be able to search for projects. Can someone point me in the right direction to get started setting up the apps? For some reason I can't seem to find anything on customizing apps. Just a tutorial page or a place to get started would help greatly. Thanks.
How to place/Add iframe in Lead,Contact and Account view
How to place/Add iframe in Lead,Contact and Account view? we are integrating Zoho with our one of the predict application. Is this possible in ZOHO? Please share your view/suggestions on the same.
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