Lookup Field to get Account ID?
Hi, I was wondering if there is a way for me to get the Zoho Account ID and maybe place its value in a field in the Contact module without placing it manually. Can I use lookup field to do that? What I'm trying to do is, let's say I create a new contact, can I have the Account ID for that contact be added automatically onto that field? Thanks,
Is the API two-way or one-way?
Having been a Zoho CRM user for a few years now, we are finally ready to implement an API integration between Zoho CRM and our internal systems (Oracle, etc.). During a recent kickoff discussion, our IS manager asked if Zoho's API was one-way or two-way. Going through the online API documentation, I really couldn't say if it is or not. This would be important to us because we will likely want to push some information from our internal systems to Zoho as well as vice-versa. An answer is appreciated.
Displaying other fields when associating product to deal/potential
When in the Potential screen, I have an option to associate a product. When I click that link, I get a modal listing products with a few different fields. How do I define which fields are displayed in this modal?
Can customers create/edit their own accounts?
I'm coming from CiviCRM where customers can create their own accounts and, once approved, can login to edit their own profiles. Is this possible in Zoho CRM?
Auto-Upper Case
Hello , Does anyone know what code I would put into the custom function script to have information that is entered in fields auto-uppercased. Thank You .
create a button in product module for generate a receipt
I need to create a button within the product module that generates a receipt. How can I do this?
Contact from invoice are not synced to zoho crm
Hello I cant find a way to sync invoice contact and operation to zoho crm ... link is created and well configurated . But in fact , contact and operation not apperas in zoho crm . have an idea ? im a on the free plan , maybe its for that ? Plz help Best regards
Retrieve field from other table
I have a contracts table with ContractName and ContractRate. I have a lookup field the in the Potentials table to select ContractName and store with the Potential I would like to have the ContractRate field pulled into the Potential so I can use it to calculate a total (Potential Amount X ContractRate). Any ideas?
How to restrict a user from deleting a Lead/Contact record in Zoho CRM if he/she is not the Owner of that record?
Hi, I am working on a project in which there are many user profiles, Let say 5 users. One of them is super-admin and others are Director, Sales Representative Outside etc. Each user can create and delete Leads, Contacts, Accounts records and known as Owner of those records. Now I want to make restriction on users, so that Only Owner of a record can delete record, Other user should not allowed to delete record if they are not the Owner of that record. How can I do this? Any help will be appreciated.
Urgent Help Need to simplify Formula
Hi guys Can anyone help me with reducing the number of characters in this formula for use in Formula Fields in CRM package. Currenlty Exceeds the 5000 character limit by some 325 characters. Next problem is the final code will need to be three times this. Unless of course there is a way where we can create a formula where the results of Formula Fields can be added/multiply/subtract and divide each other to achieve a final figure. ((If(Contains(${WEB Single Trip Travel.Europe Number of Days},'5'),35,
Use Merge Field for Subject Line of Email?
Can I use a mail merge field in the subject line of my email template? Thanks! Megan
Custom Module - Auto populate Name field and Mail Merge Questions
Hi, We are an education company that licenses curriculum to schools. We use Accounts, Potentials and a custom module called 'Courses' Typically, we will have 1 Account -> 1 Potential -> Multiple Courses I need help with the following: - When we add 'Courses' from 'Potentials', I'd like the required 'Name' field to be a picklist. If this is not possible, I'd like it to auto populate to a generic value like 'View' since I will add a another picklist field for our sales team to pick what course they
How to make "mail merge template" using custom forms and their merge fields.
mail merge template includes only the crm data like accounts ,contacts, potentials.etc But i am required to have the custom forms while creating the mail merge template. Is there a way to do this or any suggestion.
New Version bug
I'm trying to prep for the new version that we will have to switch too next month, not sure i'm glad about being force to switch to the new version. I see we have a bug in our custom module. We have multiple custom buttons in one of our custom module. about 10 buttons with different automatic process. but with the new version we only see the first six buttons the others are not on screen. see screenshot of the open dialogue while I press the buttons...
Creating a contact from partner details
So I've got a custom contact page that lists the main contact details down the left and the partner details down the right. I want to make a script and attach it to a button that will create a new contact and map all the information from partner fields to the new contact record. The below script is not working for me , but if anyone can help me debug this I would greatly appreciate it This is the script : contactId=input.cntId.toString() rec = zoho.crm.create("Contacts"); resp = zoho.crm.getRelatedRecords("Contacts",cntId);
Have a Business Day Feature
Can you make it so that weekends are eliminated from tasks with due dates that fall on a weekend? This feature is available in a much less robust CRM that Google offers, Insightly.
Can a custom function close or delete all open activities for a potential
I have a sales workflow within a Zoho CRM that schedules about ten phone calls / emails for the sales rep (spaced out over 30 days) for new potential records. I would like to add a button for the sales reps to use once they make contact with the lead and need to cancel all the remaining scheduled follow-ups (Cancel remaining follow ups). Can someone point me in the right direction of how a custom function could query and update all "open" activities associated with a potential record ID and delete
Zoho projects in Zoho CRM
If i look in my "accounts" tab , there is a list of max 10 projects which are related to the account. Unfortunately it does not show only the active projects but also the archived projects , so over time there will be more than 10 projects associated to a client and in the main screen. It would be helpful if i could see more than 10 projects and ONLY the active projects, or at least have an option to choose. After the update clicking on the arrow to go to the next 10 projects also does not work anymore
Multi-Person Tasks
Hello, I saw this posting a long time ago (https://help.zoho.com/portal/en/community/topic/save-and-create-follow-up-task). Has there been any implementation that would allow us to assign tasks to multiple people within your organization? It seems very tedious that we would need to clone tasks to assign them. As an organization that needs to collaborate, we need to be able to assign tasks to multiple people at once so that nothing is lost. Additionally, would like to see better 'User Mapping'
Prevent duplicates on formula field
We would like to prevent duplicates based on a field other than the email address. In Salesforce, we created a formula field that concatenated the Account Name, Contact First Name, Contact Last Name and then set the flag to prevent duplicates of that value. This allowed us to get much closer to preventing duplicates for people. Is there anything similar in Zoho - I have enabled the "no dupes" flag on the email address but when I created a formula field like the one above there is no option to prevent
Create a formula that returns a month.
I am trying to create a formula in my opportunities module which returns the month when a date is inserted into the 'Closing Date' field. E.g. 12/05/2016 is inserted into Closing Date, formula returns 'May'. Someone spoke to me on the phone about this and he said he would send me the syntax to use, but I never received it. It would help if someone could send me the syntax to use.
If( Formula with Checkbox
I have created the following formula but the system is reporting "Missing braces". I have been unable to fix. Can you provide a solution? If(${Potentials.Car Included?},True(), (${Potentials.Est Starting Salary}+${Potentials.Est. Bonus Potential}+10,000) else (${Potentials.Est Starting Salary}+${Potentials.Est. Bonus Potential}) The intent of the formula is that if the Checkbox is checked (true), then add $10K to starting salary + bonus potential. Otherwise, just add starting salary + bonus potential.
Is there a way on the home page widgits
To see "My today & Overdue Tasks"? I would have thought this would have been a default (just like calls has) but i can't find it and when I try to create a view to do this, I can't find away to add "Today" instead of a specific date. Any ideas?
Sales Order API - No Totals
Hi, I am using the API to create orders in Zoho. My order has no total. What is wrong with my request? Here is the order: Here is my request: <?xml version="1.0" encoding="UTF-8"?> <SalesOrders> <row no="1"> <FL val="Subject"><![CDATA[Test123]]></FL> <FL val="Billing City"><![CDATA[Waltham]]></FL> <FL val="Billing Country"><![CDATA[US]]></FL> <FL val="Billing State"><![CDATA[MA]]></FL> <FL val="Billing Street"><![CDATA[123 Main St.]]></FL> <FL val="Billing Code"><![CDATA[02452]]></FL> <FL val="Due
Merge Text fields on duplicate Leads
Hi, i want to merge a Project field for duplicated leads during my import or with a makro later. Example: 1) existing contact: Company Name Project Microsoft Brad Start 2) new field from excel sheet Company Name Project Microsoft Brad TEE Now i don't want to have a duplicate entry with the same company and the same name. Instead of this there should be following: Company Name Project Microsoft Brad Start, TEE Is this possible and with which custom post type? Or do
Is there a way to hide customs fields when another in the same module has an specific value ?
In the Opportunities module, I'm trying to hide a custom field "Service" when another field "Type of Opportunity" has the value "Credentials meeting" selected. Gary
CRM Contact Limits
My use case is needing based on an Agency approach. We have a Managing Agency and 20-30 "Sub Agencies". I have read and think I understand User / Profiles / Groups. My questions are this: 1. Can we limit the number of Contacts/ Leads that an Agency can add? We will let them have access to our MASTER CRM, but want to limit their usage to only 100 contacts in their subscription. If so, how can this be done? 2. Is there an existing module to help facilitate billing for this approach?
I want to mass-upload activities and link them to leads. How?
Could anyone provide a sample file (csv), which shows, which fields have to be filled to mass-upload activities and link them to leads during the upload? Somehow the lead information gets lost durig upload.
Can't edit "Description Information" in CRM Tasks
Can't edit "Description Information" in CRM Tasks - the pencil disappears when you hover near it
Zoho Email Templates
I have saved some templates in Zoho for Email However when I try to use them the email tab shows "NONE" I have attached the screen shots for templates and Email tab Is there something I need to do or activate to get the templates available in the E mail tab PS: I am using the free version... AMIT
Related List Pop-up
We have related lists in the left sidebar which are connected with our Zoho Creator links. Previously we were able to click the '+' button and the Zoho Creator application would open up as a pop-up in the same CRM window. However, today the links are not opening up as they did previously. Attached is our current set up and how we could previously add Zoho Creator records in the CRM. Will you be adding this functionality back into the CRM setup?
Workflow automation cancellation
How do I set up an automated workflow rule so that it is cancelled when a stage is closed won, closed lost, etc?
Create list of characters from string
I need to loop over all characters in a string, but since Deluge scripting doesn't allow loops (as far as I can tell), I thought a way around that would be to create a "List" of characters from that string. However, I can't figure out how to do that. Is that the right approach? What other options do I have? Any input on this would be greatly appreciated. Oliver
Cannot attach documents to emails
I'm getting an error message when trying to send emails to contacts with attached documents (cannot send due a problem with *filename) - I've tried different documents, so I don't think that's the issue (the file sizes are small). Any ideas?
Member Status Bounced: Remove those names from my email list?
I have a campaign we run once a year to a few hundred people via Zoho Campaigns and Zoho CRM integration. After I run the campaign any emails that were bounced that information gets pushed into Zoho CRM under the campaign member status. So far so good, however I can't figure out how to use that information to mass update those contacts. At the very least I want to be able to uncheck the box so they will get removed from my yearly campaign. What's the easiest way to do this?
Learn how to handle multiple sales processes with one CRM account
Zoho CRM comes with a range of customization features for varying business requirements. From creating custom list views to building modules from scratch, you can modify various aspects of Zoho CRM to meet your needs. The latest addition to this list of customization features in Zoho CRM, as you may be aware, is the Page Layouts feature. With Page Layouts you can handle multiple sales processes with one account, you can also give each team involved with a particular process the flexibility to organize
CRM Webform Hidden Field Issue
I've noticed that when I create a webform and add a field, set it to hidden, and choose the field response the form isn't saving it correctly. Example: I create a webform and add a drop down field for lead status and make it hidden. I choose Website from the drop down so that when the form is filled out and passed to CRM it will show Website for me under the lead status - but it won't show the field to the customer when they are filling it out. The problem is when I make a choice from the drop
Lead to account conversion email
What is the easiest way to set up an email notification to the client once they have been converted from lead to account. For example: Once sales rep clicks convert button in CRM and the CRM converts the lead into an account/contact we would like a Welcome Email to automatically go to the client. Any Ideas?
API Integration Question
Hello! We have built an integration with CRM and one of our users is using it. One of the things that it does is sync contacts between our system and CRM. Our client would like an easy way to identify records created by our API connect you CRM. Do you have any ideas?
Export quote data to a booking form for verifiction?
The way I use Zoho CRM is mainly to store customer data including the ability to produce quotes that can be converted to invoices as a confirmed booking. When I send a quote the customer is given a quote number and the option to book with a link to the booking form. Currently my booking form is created in Jotform which offers integration with Zoho CRM very easily to export data nto the CRM as a lead. What I'd like to happen is for a customer to go to the booking form and enter their quote number
Next Page