Default field in Lead
Creating leads. All from same country/city. Want to set default values for these fields. Not obvious how to do it (from Googling etc.). This seems pretty basic.
Email Sync between Campaign and CRM
Emails that are sent from Campaign, is it possible that they also get added into CRM contact communication.
Selecting more than 50 contacts at a time?
In Zoho CRM if I filter out a list from my contacts that totals say 1,000 records and I want to apply a tag to all of them, is it possible to select all of them at the same time instead of just the 50 at a time that shows up in the view.
Can we Create Cases thru Email
can we create cases from Email which we receive from customer by the subject line issue,problem so on.Provided we can use only on email address for sending email all cases.
Zoho CRM vs Salesforce
Compare the benefits or features of Zoho CRM compared to Salesforce. Is there a current video talking about the benefits of Zoho CRM vs Salesforce?
I'm trying to move the imported deal contact names to the Zoho Contact Name field which is a lookup
I tried to use Zoho Sheets, but the Contact Name column doesn't show up on the sheet even though it is in the view.
Email automation
How to trigger automatic welcome email for a lead.
Whats the difference between subText and mid?
subText and mid seem to do the same thing. Can anyone explain the difference between these two, please?
Function stopped working!
Hello! Wrote a function to put one field value into another field within the same module. It was working then stopped suddenly. Would love some help! Code below: potIdStr = potId.toString(); mp = Map(); mp.put("Amount",value); update = zoho.crm._updateRecord("Potentials",potIdStr,mp); info mp; info update;
Out going emails not working...
Is anyone else having an issue with outgoing emails not working when sent through Zoho. I did a chat and they said it was a known issue on their end. Just curious if this is site wide or just several users?
Zoho Scan Business Cards
Using this product the process takes forever (takes tool long and is very slow). Is Camcard https://camcard.com/ compatible with Zoho CRM? Any suggestion how I can scan in 600+ business cards into Zoho CRM quickly? Please give details.
OAUTH_SCOPE_MISMATCH is displayed when Upload on Attachment of Zoho API is used
Hi! I am developing a contact form using the Zoho API. https://www.zoho.com/crm/help/api/v2/#upload-an-attachment I'd like to implement a program to add attachments to Leads by referring to this page, but I can not do it well.
A 401 error of OAUTH_SCOPE_MISMATCH is returned as a response. If you have a solution please let me know. 【Procedure so far】 ※Secret information is hidden by "???". ①Acquire permission to use API. https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.leads.ALL&client_id={id}&response_type=code&access_type=offline&redirect_uri={uri}
Deluge function statement limit (nested functions)
Hi, I need to write a deluge custom function that takes the records from one module (around 10,000), process them one by one and then insert them in another module (api v2). If I'd do it in one function it looks like I'd immediately hit the 5,000 statements limit but what will happen if I: - start a loop in the main function - get the records 100 per time (the maximum is 200 but the insert has a limit of 100 so using the same size is simpler); I will fetch only the relevant fields from a view - send
Zoho CRM Python SDK documentation
Hi, where can I find the documentation of the SDK. I was using the get_records() of the SDK function but it looks like it does not support the fields parameter (page, per_page and cvid are fine). The function works fine but it fetches all the fields (I need just a few). Any idea?
Email Nurture customers
I currently have 20 services and for each service I have 8 emails. This totals to 160 emails I will send 4 emails drip feed before the lead is qualified I will send 4 emails drip feed when the lead is qualified 3 of the emails sent are the same across all services apart from the Images, links & content. The structure will be exactly the same. What is the best thing to do here ? Especially if i need to scale.
How do i generate report country wise ?
Hello Zoho CRM Community Members, I am using Zoho CRM basic version and in "Leads" tab we have many raw leads from many countries and i would like to know how do i generate Pie chart report of available leads as per country wise.? Thank you in Advance!
Error 4401 - Unable to populate data, please check if mandatory value is entered correctly.
I am getting the following error message when using the Zoho API 4401Unable to populate data, please check if mandatory value is entered correctly. Not sure why but here is URL that is submitted to the service http://crm.zoho.com/crm/private/xml/Events/insertRecords?ticket=a416f097db7a2525ac32c93aebd6e59b&newFormat=1&apikey=dT5zMDWRPwrPFdBdNJfCFjJn2Gsh*57TkQaMGWeIdlI$&xmlData=<Notes><row no='1'><FL val='entityId'>335343000000042082</FL><FL val='Note Title'> Imported from Goldmine </FL><FL val='Note
Zoho will not allow me to choose the "Decimal" Return Field Type in my formula.
Here's the formula I'm trying to build. Abs((${Clients/Owners.Initial Job Size}+${Clients/Owners.Upsell}+${Clients/Owners.Upsell 2})-(${Clients/Owners.Sales/Consulting Pay}+${Clients/Owners.Original Crew Pay}+${Clients/Owners.Crew Pay Increase 1}+${Clients/Owners.Crew Pay Increase 2}+${Clients/Owners.Materials Purchase 1}+${Clients/Owners.Materials Purchase 2}+${Clients/Owners.Materials Purchase 3}+${Clients/Owners.Materials Purchase 4})) I can't save the darn thing because it keeps telling me to
Filtering contact/account email correspondance in CRM based on heirachy
Hi there, We have an IMAP integration set up to allow all our users email interactions visable under the asscoiated contact, lead or account. As we are a small company, and nearly every employee works across each project, we have the IMAP integration set to public. This allows all contact correspodnace to appear in the email list in the contact profile. This works for the most part, however there are some emails exchanged between the client and higher management that do not necessarily need to
Documents Tab Empty
Hello Documents Tab Empty in any browser :-( I'm admin
Online Appointment Scheduling
I would like to set up a web page where my clients can schedule a time with me. I am familiar with other CRMs that interface with their calendar and offer this capability, but it doesn't appear that Zoho does. Am I missing something? If not, are there any third-party scheduling apps that interface with the Zoho calendar? Thanks! Ron
Set a Default Date for a custom field
In a Deal I have a date that I would like to set a default value for based on another field. For sake of the example, I'll call the first "Arrival" and the second "Cut-off". I want the filed "Cut-off" to be defaulted to three weeks before "Arrival". (Example: Arrival is set to 30-Dec-2018, Cut-off is defaulted to 9-Dec-2018) Under Workflows, I can setup the triggering event when the Arrival field is changed, however the Field Update does not allow me to select another field as the base to "minus"
Deal Stage Layouts
So my company offers about 8 different services. Each has a very specific deal stage and probability process. However, in the enterprise version I am only allowed 3 layouts (which in turn means only 3 unique stage processes). Is there a workarond to this? I dont understand why I cant use more layouts? I am sure large corporations have many deal situations they have to account for.
Mute Contact from SalesSignals
Is it possible to mute a contact or organisation from SalesSignals and SalesInbox? We have some suppliers within CRM and it is crowding out the SalesSignals everytime they email.
Change Owner - Email Notification Template
Is there a way to edit the the email template for the lead owner reassignment email notification?
Contact instant integration
Hi Zoho team, I'm quite disappointed that I need to either manually click every time or wait for the automatic sync to start transactions with customers in books. I should be instantly allowed to perform transactions with contacts as soon as i enter them as a contact. Can this issue be resolved ASAP?
Importing Invoices
Does Zoho have a spreadsheet or table format that would allow us to import invoice data from another source? In our invoicing module, we have it so Zoho creates a unique order number for new records, how would the effect this process?
Integration Zoho with outlook
Hello, I would like to be able to configure the settings in the Zoho plug-in for outlook from an active directory group policy. Is this possible? or does anyone know any other way to do it?
Zoho Phonebridge compatibility
Hi all, Is there somewhere a list of IPBX solutions that are known to be compatible with zoho CRM Phonebridge ? In particular, I wonder whether anybody has been managing to use it with Wazo or Xivo ? Thanks Jerome Guilmard
Calling a custom function by another function
Hi, is it possible to call a function by another function? For example i have two created customs functions: void function1(ID) { info iD; } void function2 { iD = 1; funtion2(ID); } Currently i have got a error message that there is no funtion 1.
Zoho CRM Community Meetups in US - Nov' 2018
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up all over the USA, through October and November. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. Features covered: CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Dallas Houston Austin
Should I use a Custom Function?
I seem to be stuck on how to accomplish the following. When I add a new lead and the Lead Source is "X", I want to have that lead assigned to a certain Zoho CRM Campaign. Once I save the Lead I know I can scroll down to the related records and add the Lead to the correct Campaign and maybe this is the easiest and most efficient way? Is it possible to add a Lead to a Campaign? And assuming yes, is this only possible using Custom Functions? Thanks!
achieving goal hardware idea
HI, I'm starting to build an hardware (using arduino) that will turn on lights and play music if a goal is achieved . the idea is to take the goal outside the pc screens. what kind of goal do you have? (open potentials?/ convert lead?/ close deals? ) if you want to get more information please let me know eli@midrag.co.il tnx Eli
Send form from Contact in CRM
I want to be able to click on a contact then "Send form" from within the contact to gather further details about the contact and to send other forms so they can upload files which then attach to their contact for review by staff. If a form is sent will it link to the contact? Let me if this is possible. Thanks
Show autonumber field in calendar entry for event
Hi all, I am new to Zoho but have been working hard to build a system that we can use. I have set up an autonumber field in the New Event form which is a unique job number. The idea is for this job number to appear in the calendar entry so when we perform the job and fill in a Zoho Form we have easy access to the number. At the moment the only way I can get this to work is if a new event is created, the user then goes into that event, copies the autonumber and pastes it into the description of the
Are There Any ZOHO CRM Specialists in the UK?
Hi all, I'm interested in seeing whether there are any ZOHO CRM Specialists within the UK who would be willing to travel to a company and take a few days to help streamline the CRM accounts, and make sure they're as efficient as possible. Does anybody know of anyone who can do this? Thank you!
Fields in format hh:mm:ss
Hi, I want to create a formula to automatically discount one field from another. But the information that I will manage will be in hours. Is there any way to create a field in the form hh: mm: ss in zoho crm?
Zoho CRM Weebhooks to PHP code
Hello, I'm trying to create a webhook that trigger contact or lead information when a field is updated, but I don't know how to do it. I've made webhook and I can send to a URL (requestbin, to test, for example). But I don't get a JSON format. I've followed a lot of tutorials, but I'm not able to do it. How could I do to receive a JSON like this in Zoho CRM? { name: Example lastname: Example mail: example@domain.com } Thanks for your help!
New Updates in Portals
Hello everyone, In our recent post we had listed out some of the benefits of portals and few actions that you can perform within. Here we'll take a look at few recent updates in the Portals feature: Add more non-client portals Other than the default client portal, you can now add more non-client portals by opting for the payment plan based on the number of portal users. You can create these non-client portals for the Leads and custom modules. Select a portal user type during the lead conversion During
Not able to genrate the accesstoken using refresh token.
Hello, I am using the refresh token for generated access token not able create here i got the output. I have attached code genrating the accesstoken and refresh token please check. Array
(
[refresh_token] => 1000.9eb87eba7593d87bb1bf215e08e6bd77.66363d84b9319cd4864c78285d2ab41d
[client_id] => 1000.DBP0HOVT03N617777555YGQ25PJ53Y
[client_secret] => 85dc3dfb1ab24da6a63300ad3b256305ec7ee4f4e5
[grant_type] => refresh_token
)
Next Page