Grant user access to different clients
Hi, I'm using Zoho CRM Enterprise Edition, I was wondering if it is possible to grant different users to different clients, so that not all the clients are viewable by all the users? Thank you
Round Robin custom function doesn't work
Hi, We have custom function for RR which has stopped working. Can you verify what happened to this code or in our system that it's not working anymore, please! leadIdStr=input.leadId.toString(); leadDetails = zoho.crm.getRecordById("Leads",input.leadId); firstRefRecordDetails = zoho.crm.getRecordById("Leads",2375204000000425001); firstOwner=ifnull(firstRefRecordDetails.get("SMOWNERID"),""); if(firstOwner == "2375204000000314001") { UpOwmer="2375204000000251057"; } if(firstOwner
How are people finding PhoneBridge?
I am trying to get PhoneBridge working with Twilio. One bug I've found on two different Mac computers is if you're not viewing your browser at the time of someone calling: You don't get any indication other than a phone call noise that a call is coming through (you'd think there would be a chrome alert like SalesIQ) You cannot answer the call - see screenshot below - these no number and no answer button Has anyone else had these problems and overcome them? I'd love to use their integration but it
Descriptions
We have changed some of descriptions on our products but when we do the quote then print to PDF the old description is there even though when we check the product itself its what we changed it too. Beside the actual product do we need to change this elsewhere?
How do I edit/modify Stage History for a Potential?
Hi, There is an error in the Stage History for one of my Potentials and it is causing errors in my Reports and Dashboards. How do I edit Stage History to remove this error? Thanks! Jim
zoho mail and zoho CRM
I am using the free version with Zoho I seem to be missing the email correspondence part in the CRM part? so I can see the outgoing email from the CRM, but I can't see the correspondence. can someone offer help? Thanks
Limitation to different teams' members
Our company has more than2 teams which information of each team are not meant to accessable with members fm other team, may I know how to do this
No Adwords information ?
I think we have done all needed to make sure that we include Adword information on our Leads. We can see the GCLID code but the fields about the click type, add, etc. are not populated? Anything we are missing to make sure that the lead information from SalesIQ populates the associated Adword info?
Dropdown or lookup that populates 2 fields on deals module?
In the deals module want user to select the number of locations from a picklist or lookup and then have both the number of locations as well as the amount saved to 2 fields in the deals module. Could do this with a function, however the code gets long and it would be easier to just use the table. See sample below. Location: select location have value saved here and in price. Price: Locations Price 1 $240 2 $480 3 $720 4 $960 5 $1,200 6 $1,440 7 $1,680 8 $1,920 9 $2,160 10 $2,400 11 $2,616 12 $2,832
Tooltip on Deal Stages?
Is it possible to make a definition of each stage? and have it populate somewhere on the Deals module? possibly as a tooltip when you are viewing the pipeline? Here is some background: The stages which we have built need to be clearly defined and understood by the end user sales team. A definition for each stage, possibly as a tooltip, would really help them to keep their deals properly aligned with company goals.
Deals with multiple payments
I'm looking to use Zoho CRM to manage my local (non profit) pool club. Will definitely be using about 10% of Zoho's capabilities :) We let our members pay annual dues in either 1 lump sum or in 2 payments. Is there a way to handle that in Deals? I guess it would be something like a typical Services Deal where you agree to a possible total amount upon completion of all the work, but only pay out upon delivery of each phase of the services project. Can something like that be done in Zoho CRM?
Retrieving info lost when converting leads to contacts
I lost all the phone numbers when I converted leads to contacts as the field for phone number wasn't mapped. I've fixed it now but is there any way to retrieve the phone number for those already converted?
Question regarding sent emails
Good day. I have a problem that I can't find a solution to. As of right now, I am the newest employee to my team. A part of my job is to create a list of those that we haven't contacted in a while. when I dig through these leads, I scroll all of the way through and I find that this person has not been contacted in any manner. My co-worker, can see all of the emails anyone has sent to this particular person. I can't see any emailed leads whatsoever before 12/10/16. Basically I can't see any emails
Posting XML to insertRecords
Is there a way to POST XML data to the insertRecords endpoint? (https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data) Currently I've only been able to attach the data (url encoded) in the URL string. This means that we can only insert 5 records at at a time, rather than the 100 promised by the API documents. The URL limit is usually around the 2000 character limit, which is quickly used up by the verbose XML format.
How to avoid Lead Source is assigned "Chat" status
We are using the field Lead Source to identify where our customers originate from. And we do not want it to automatically be set to "Chat" when we are chatting with a customer that we have engaged with using e-mail Chat is just a next step. Is there a way to avoid that the Lead Source field is automatically assigned the value "Chat"?
Import Tasks and Associate / Relate
I am trying to input data from Salesforce. I successfully imported Accounts, Contacts and Deals. However, now I am in the process of trying to import Tasks. I have structured the CSV file so that each Tasks is associated with the Zoho Deal ID and Contact ID (I got these by exporting the data from Zoho). However, when I go to the Import function within Data Administration, there doesn't seem to be a corresponding field to map to. For example, Task ID is mandatory. What is Task ID If it is hasn't
Custom function to update new record with associated value, how do I do this when it's another related value?
Hi everyone, So I was able to get it to work where if I'm in Accounts and I create a new Quote, using Workflow and Custom Functions I'm able to take a String field from Accounts, like "DUNS" and when creating a new quote have it populate the "DUNS" field on the Quote using that value. The formula I used waS: updateduns = zoho.crm.updateRecord("Quotes",input.quoteid.toString(),{ "DUNS" : input.dunsid }); quoteid is set to the Quote ID value, and dunsid is set to the DUNS value from Accounts. The
Deluge - Access Creator Records from CRM
Hey team, Has anyone got any examples of accessing Creator records from CRM? I want to add a button in my Potentials CRM View Detail page that gets the Deal ID, looks up that Deal ID in a Creator Module and then adds a record to another Creator Module. I would have expected there to be something similar to Zoho.creator.searchRecords() but the creator service doesn't exist. Any ideas? Cheers, James.
Importing into Task Module / Nothing Imported into the Contact Name or Related to fields
I successfully imported account and contact records into the Account and Contact Modules. I then imported task records into the Task Module but nothing imported into the Contact Name field even though I had values in the csv file that matched the Contact Name field in the Contact Module. So now I have a bunch of Tasks that aren't connected to anything. I'm also wondering about the "Related to" field. Can I relate these to the Account records? I tried to import the Account Names just like the
How to clean/correct billing or mailing address to meet USPS postal standards
We need to export CRM Account data with mailing addresses for a report that we need to upload to a government agency (FCC). The gov't file upload tool rejects addresses that don't match US Postal Service standards, which is a large portion of our customer data. Is there a Addon or other automated way to "clean" our address fields to meet this USPS standard. Most of our CRM data is initially created via a webform by our customers, which is why we don't have a lot of control over quality (we don't
Email Alerts are blank
Hi there, I'm wondering if someone else is experiencing the same issue: my email alerts have started to be blank (no body copy, subject still there) for the last few hours while they were fine earlier. I've checked everything (different alerts, different emails etc..) and the problem persist. Anyone else? ps: note that I have reported this to Support
How can I log a new enquiry for an existing Account
I am looking at introducing the Zoho CRM system to our company and am trialling the Enterprise version. I like the way you can progress from a Lead to an Account. However, in our business its typical that an existing account will enquire about an additional service or product we offer and it is not considered a DEAL yet (ie enquiry about information not price). I'd like to log such enquiry in the CRM system under the ACCOUNT and on a regular basis run some analytics on the type of enquiries by date.
Quotes module needs ability to insert products or reorder product line items
The quote module needs a way to either add or delete any line item within the quote. The problem we have is that our quotes are very long with many items and very detailed descriptions and often we need a way to insert additional items into the quote.
Changing status from account to lead?
How do I change an account back to a lead?
Deals and Invoices
Hi I need some help understanding the relationship between deal, products and invoices. My sales cycle works like this 1> I open a deal/opportunity to sell a bunch of products 2> As soon as I finalize the products to sell in this deal I want to send an invoice to the customer 3> Every time the product is consumed/expires I want to create a new deal/sell products & create a new invoice My questions are the following 1> Can an invoice be generated automatically at a certain stage of the deal? 2> Can
Creating a contact
When creating a contact, after entering the First Name and hitting tab, the cursor moves down to Account Name. It used to move over to Last Name, which is what I want. How do I revert back to the previous tab functionality, where it moves from left to right, rather than straight down the left fields? Thank you.
Does this lead capture plugin work?
Hi, Does Contact Info Extractor Chrome plugin work or have LinkedIn locked that down? Thanks
Is there a proper way to sort CRM potentials with same percentage other than closing date?
Hi! So in our CRM we are in need of having our potentials with same percentage sorted by any other mean that isn't closing date. Having it be by Account name would be great since our business deals with several locations and we store them on the CRM starting with each location's state postal code and have mostly everything sorted this way in our files for easy access. I wouldn't want to have to work around this by setting closing date increasingly by which ones I want first (this is silly, the CRM
SearchRecord function in custom function doesn't work same as api for custom module
Hey, We met a critical problem that blocks our script to work. The searchRecords function for our custom module doesn't work in custom function same as the api. We do exactly the same search with zoho.crm.searchRecords and zoho crm search api, in custom scripts it returns an 4500 error, but with api client it returns the expected result. Really urgent, please investigate and let we know. Thank you for your updates! Check the image:
company
Hi I wish some of my companies list may not be visible to the administrator is it possibile with the free version? thanks
Custom template question
Is it possible to create one custom template that can be used for both leads and accounts? I am finding I have to create it twice, once for leads, once for accounts. Can I just create it once and put it in one folder? When I elect to send an email I would like to see ALL the templates I have created and be able to select any one of them.
To put only date on to the Quotes
I would like to use only the "date" on my Quotes not "time" But when I'm trying to edit the template I select Quotes>Created Time. in that case it also put time and date together. Is there any way to have only the creation date on to the Quotes. Thanks in advance.
Having issue creating a task as an Instant Action
Trying to create a Task as an instant action to a record being created in a custom module. I have a custom field in the Tasks module that is important to set, but when creating a task as an instant action, it doesn't provide the ability to set those values. Any suggestions on how I can do this? I have not done any deluge programming, am wondering if a custom function could create the task, and also set the value in the custom field as well.
Workflow Custom Function Working | Same Custom Function with Button
Hi, I have created a custom function to populate two Multi-Line fields with Character Limit: Small (2000 characters). The fields are called: "Inclusions" & "Exclusions" After the workflow runs, the fields are: Inclusions: • Full export packing at residence • Transport To Port • South African Cargo Dues • Export documentation and freight to destination • Customs clearance at destination • One delivery to residence • Same day removal of debris • Delivery to 1st floor • Security trunk with exclusive
Custom Function to Populate Email Field in Custom Module for Related Lookup Field Contact
Hi, I would like to populate the Email field with the email address of the related contact from a lookup field in a custom module "CustomModule3". Im sure this can be achieved using a workflow / custom function however need help with the deluge script please.
Sheet View does not launch: crm.sheet.error.code502
When I click on the "Zoho Sheet View" button, I get the referenced error code (in Contacts, Accounts, etc).
connection to Ring Central so all users calls are logged in
I am a small office. The office consists of myself and two assistants. We use Ring Central for our phone service. How do I get all call logs (both inbound and outbound) from all users pulled into Zoho and accessible to all users? Here is an example: Client John Doe calls in to the office. User Sue True answers and takes a note; I want User Jack Lewis to be able to see the call details, including the note. How do I do that?
CRM Potentials
New to a CRM.. once I convert my Lead to a Potential... if I say I closed the deal (Won), it continues to stay in the Potential Module..? Isn't there another place for these customers to go to? When I look at my Potentials, it has all the customers that have said no to a quote (Lost), the ones that have accepted a quote (Won) and the ones that are thinking about it.. this doesn't seem right??
E-mail merge fields
Can someone help me? struggling to work out why the below e-mail inst brining through the correct fields from the CRM... Hi ${Contacts.First Name}, I have now processed all changes requested and your shop is now live. Your shop link is: https://teamwear.kalibazar.co.uk/${Opportunities.Slug} Please ensure everyone is informed that the shop is now live and update any links on your website. I am really pleased with how the shop looks and I hope that you do to, If there is anything you need with regards
Update lead status field for new leads only when created by BCC
We have new leads default to Not Contacted. Is there any way to automate only the new leads created by BCC to status "Attempted"?
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