Default value for multi-line field
It would be very nice, if ZOHO CRM would allow to set a default text in a multi-line field. There is no technical reason why this should not be possible. Please implement this!
Passing Lead from one CRM Instance to another
Hi there, another company linked to ours has got CRM setup - obviously we do too. I'd like to figure out the best way for them, when relevant / when they want, to 'transfer' the Lead they receive on their instance to our own CRM as Lead too. At the moment,
Working with ZoHo with subscription based business model
Hi, We have been happily using ZoHo for some time now. The only problem is that due to our subscription based business model, we cannot configure ZoHo to work optimally, since it is build around traditional business selling products. Ideally, we would
CRM api - Sales Order get_relatedlist_products
The docs appear to have conflicting information on related records: This https://www.zoho.com/crm/developer/docs/api/getrelatedrecords.html#Request_URL claims that all modules and lists are supported. But this https://www.zoho.com/crm/developer/docs/api/v2/get-related-records.html
Focus Group Webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships - Part 2
Hey everyone, Over the last month we covered half of Zoho CRM's 2020 feature edition release in a series of webinars. In these webinars, we covered new features that develop customer experience and insight. This month and next, we'll focus on features under the categories of CRM foundation and experience. All these features aim to collectively enhance and drive long-lasting customer relationships. We'll discuss use cases for each feature and how it fits into common business scenarios, and the challenges
Two Businesses / One CRM
I was wondering if anyone has had any experience running 2 complementary businesses / 2 different products... using the same database. Let me explain. 2 different products, 2 different brands.... targeting the same prospect companies and the same decision-makers. Option 1: Each lead/account would need to have one owner for each product, but the company details and contact details would be common to each. The task and event records could be separate or joined... really doesn't matter. Opportunities
Conditional field value selection
Is there any how I can make a pick list of a field dependent of the picked value in other field. Let's say I have multiple brands and I have to chose the product name and different brands have different products. I actually have 30+ brands and 20+ products
Is Empty Function Not Working Properly
39 relatedMetric = list(); 40 relatedMetric = zoho.crm.getRelatedRecords("Metrics","Deals",dealId); 41 if(relatedMetric.isEmpty() == false) { Value is empty and 'isEmpty' function cannot be appliedat lineNumber 41 Not sure why this is happening? it's
Show Meeting Notes in Deal
Hi, I want to show meeting notes from Client Meeting module to on Deal page under deal module. Below is the code - but i am getting error: Failed to execute function Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function '756'
Delete User Attachments to free up space
Hello, I'm trying to figure out how to manage user data. Our reps are sending email with an attachment and it's creating a data storage issue that it not easily manageable from an admin level. The past week we've hit our limit twice and I've had to add
How to display how many paid invoices this current month?
Hi, As part of an analytics dashboard, I'm asked to display the amount of invoices that have been paid during the current month. I'm struggling already at the Invoice sub module level to have the relevant invoices. You can select Paid invoices view. Then I like to restrict to only invoice which payment date is the current month. I can't see a filter for that. I can't use Modified time or Activity time date filter because old invoices are modified after payment. In the Analytics dashboard / components,
How to Search Email and Attachments in Zoho CRM?
How do I search emails that are tracked to Zoho CRM (via Outlook Plugin) and documents that are attached to CRM? When I use the search function I do not seem to be able to get these as results. I apologize if this is something fairly obvious, but I
Workflow Question - Creating New Task from Closed Task
Hello, I'm working at setting up workflows in Zoho crm. Is there a way to create a new task after another one is closed? In this scenario no record is created or edited. The scenario would be that when Task A is closed Task B is automatically created. Is this possible? -Michael Pierce michael.pierce@constructionei.com
Send data from Wordpress Forms to Zoho CRM with webhooks
Hi, Do you know how to send data from Wordpress forms to Zoho CRM modules using the webhook on Wordpress? Creating webforms on Zoho CRM is not an option because the wordpress are already active and it is not desired to change them. Do I need to be generating AuthTokens with the V2 (https://www.zoho.com/crm/developer/docs/api/oauth-overview.html) or how it can be done? Thanks.
Mass remove contacts from campaigns
Is there any way, within Zoho CRM, of mass removing contacts or leads from a campaign? It's possible to bulk add contacts to a campaign, either from a contact view or from the contact related list in the campaign. But the only way to remove them is one
Zoho CRM for Facebook - Connect with your Customers!
After the release of the LinkedIn Integration, we now bring to you Zoho CRM for Facebook. Facebook, a social networking tool has its presence in the corporate world also. It is another great way to connect to customers and build business relationships. Keeping that in mind, with Zoho CRM for Facebook, we've brought the Facebook profiles of leads' and contacts' inside your Zoho CRM account. All you need to do is, associate Facebook profiles to your leads and contacts to connect socially with the customers
Upcoming Actions on Record Timeline
Hey, love this feature, would like it even more if the timeline list allowed the Admin to run or stop upcoming actions on a record. This would accelerate my testing of custom functions and many other processes. Moderation Update: The revamped record timeline
Small Lending company set up and flow.
Hello, I recently started using Zoho CRM Free Edition for Google Apps. Our company is a small 3-4 employee lending/microloan business. The process is the following: We get a "lead" who wants to see if they can borrow from us. (They become a "lead") We
Dark Theme?
I see there is a dark theme for Writer in the reader view, but not seeing one for the regular view for writing. It would be a great help as I often work late at night and even with blue-light filter it's not enough to keep my eyes from burning out of my skull. Hopefully I'm just missing the option somewhere and somebody can point me in the right direction!
How can we bring alibaba contacts and emails into to Zoho crm ?
Any thoughts lets have a chat !!!!
Is there a way to allocate a Deal amount across business units?
We frequently have Deals in our sales pipeline that incorporate multiple business units. Is there a way I can allocate the Amount for a Deal across multiple business units? The number of BUs in question could be anywhere from 1-5 for a given Deal, so
Trying to show data via function using custom related list - what's wrong with my formatting?
Hi, Sent this in via live chat but haven't gotten a response yet, and wondering what I'm doing wrong. I have this code: string FreshdeskTickets(string email) { headerMap={ "Content-Type" : "application/xml", "Authorization" : "Basic XXXXX" }; response
ExtensionPointers - JS SDK Series #2: Fetching the related records of a Zoho CRM module from a widget
Each business requires a mutual integration between its individual components in order to operate efficiently.Zoho CRM is a complete enterprise setup, with all its modules mutually linked with each other to keep your data up to date. The Related List
Notification API patch request is successful but doesn't update anything
Hi, I'm using the Notification API to be notified when an opportunity (which is called ether a Potential or a Deal in your API it seems) is created or edited. The creation worked fine but since a notification channel expires after a maximum of one day
Zoho Contacts to Sales Order "Product Details"
I have a custom field in "Contacts" for products. When creating a sales order can the system auto-populate " Product Details" in the sales order form with the information in "contacts"? We're having to manually select the product in sales order every
Tracking amount of Leads in previous periods
I have the Zoho CRM Pro plan. We need to be able to compare (in a report or analytics) the amount of leads added this month against amount of leads added the same month in the previous year. Or this month vs last month etc. This includes dead leads or
Combine TEXT fields & Date Field into one Formula Field
I have three fields I want to combine, with separators. FieldA (text field), example: Bob FieldB (text field), example: Smith FieldC (date field), example: 10/28/2020 I would like a calculated field to show the following: "Bob: Smith, 10/28/2020" How
Hide/Show fields in subform in a for loop
Hi! I have a subform that I'm iterating through with a for loop. I want to be able to hide specific fields for particular rows in this subform. I know how to hide fields for every entry in the subform, but I cannot find a way to hide fields for particular entries in the subform. Is there a way to do that? Any help would be much appreciated!
About PHP SDK client application registration
I use the PHP SDK. However, I am in trouble because the procedure on the site and the actual page are different. When I visit accounts.zoho.com/developerconsole, I'm redirected to https://api-console.zoho.com/. The redirected page is different from the
All users activities have gone off the CRM.
Hi We have noticed this morning that all our users activities as in their tasks incluing mine have disappared, its saying no activities found. Its not just the Not started ones it all status inclued completed. How do i get them back. This is urgent!!!
Add call result after call complete
Currently when you use the +Call in open activities it opens the create call form. The form has call results there. When you click start calling it closes that form and opens the phonebridge popup. When you click done the call ends and logs under closed
from picklist to multi select picklist
Hello, how can I transform datafield with typ selection (pick list) to typ multi selection (multi select picklist)? is there a workaround wy for doing this? Thanks!
Feature: Combined Field
Hi, As mentioned here: https://help.zoho.com/portal/en/community/topic/combine-text-fields-date-field-into-one-formula-field, You can create a formula field that contains values from multiple fields. It is a nice feature! But, You still have all the original
Tiggering a ZOHO Flow with a CRM Button
Is there a way to effectively trigger a ZOHO Flow with a ZOHO CRM Button?
Zoho CRM Custom Function search related records by phone number.
We are currently using Zapier to pull in inbound/outbound text messages from Ring Central and create an activity in our CRM system. Only problem is we are lost when it comes to creating a custom function that will associate that activity to the related
2 Blueprints for different part of the sales process - Not Working
Hi All, Fairly new to Zoho and currently customizing the Professional Edition. I have two Blueprints that are active and service the Deals module. The first one walks through the Pipeline stages to the "Won" stage and the second starts at the "Won" stage
Archivos adjunto en casos
como puedo adjuntar un archivo a un caso nuevo?. Estamos creando casos pero necesitamos adjuntar archivos de seguimiento del caso o capturas de pantalla de los casos que se están presentando pero al crear un caso por el Zoho CRM no tiene el campo adjuntar
Community Digest - October 2020
Announcements Take part in the virtual Halloween costume contest and win a gift hamper worth $100 from Zoho! Block your calendar - Here's the second part of the focus group webinar series to build long-lasting customer relationships with Zoho CRM 2020
Assign territory to account automatically
Hello Zoho support! I have a doubt regarding the new territory management feature: It is possible to assign to an account to a territory automatically based on the user's territory (the user that creates the account)? I have created 2 territories, lets say Australia and Brazil. Now, Australia contains 2 sales persons, and Brazil two more sales people. My objective is to isolate the accounts from these two territories and that if a sales person from Australia creates an account, this account will
Workflow Rules for Calls - We Need to Talk
Dear Zoho CRM Product Team: Below, is your announcement regarding new workflow rules for calls and I can confirm that I have this activated in my account. Zoho CRM Announcement It's in our nature to innovate and try new things. As we refocus on products that provide our customers with the most value, Zoho CRM is announcing Redefined Workflows for Calls. I've tested a workflow whereby, when a call is received from a number that is not recognized in the CRM, it triggers the creation of a new lead.
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