Mobile App: Insufficient Privileges to change Lookup Field Value in Blueprint Transition
Hi, I'm using a blueprint within the official android mobile app. Within that blueprint, there is one transition during which the user is asked to change the value of a lookup field that is linked to a custom module. The prompt comes up fine but upon tapping the lookup field I receive a popup saying "Insufficient privileges to perform this operation. Please contact your administrator." I'm using the app as the Super-Administrator of the CRM account. API access is enabled for that user and I encounter
Zoho CRM Quotes Module needs Upgrades
The Zoho CRM quotes modules is in need of a few key upgrades and for some reason this module does not seem to be a priority for Zoho. The Quotes module desperately needs: Ability to reorder quote items and insert items. Ability to pull descriptions from the products modules Ability to export perhaps from either the Sales Orders Module or Invoice Module direct into Zoho Books Ability to search the line items of the quote using the global CRM search. I believe that there is some thinking within Zoho
Custom Function to Create a Contact
I'm trying to set up a button to create a new contact from a custom module. I found this code on a Zoho help page (https://www.zoho.com/crm/help/automation/custom-function-examples.html). I made a few modifications to it based on our fields. CustomModuleDetails = zoho.crm.getRecordById("CustomModule15", input.customId.tolong()); ContactMap = map(); ContactMap.put("Last Name", ifnull(CustomModuleDetails.get("Contact Name"),"")); ContactMap.put("Email", ifnull(CustomModuleDetails.get("Email"),""));
Can you recommend an option in Zoho CRM for tracking Webinar Attendance
We invite contacts to webinars which are head 3x a week. We get a report of the people that attended. I would like to search for the people that attended so I can call them after the event. We use a 3rd party application called clickfunnels which sends emails to invite our contacts, and we use webinar jam to host and record the webinar. We have considered also use zapier to update the zoho contact records for the people invited and attended or import a csv list but we aren't sure where this data
ZOHO CRM Workflow Cap of 50
I understand there is a workflow cap of 50 for each module for workflows is there any way around this? I run a entertainment company for acts across the UK and prices will depends on City. I tell customers on my website to fill out a form and they will receive a instant price...this is where zoho crm comes into play. There are 3 tier prices for each service. Example A) Service = Butler - Tier 1 = webstie.co.uk/butler-price-1 - Tier 2 = webstie.co.uk/butler-price-2 - Tier 3 = webstie.co.uk/butler-price-3
Map Fields from a custom module into a new Deal
Hi There! I want to map the details of a vessel into the deal field when a new deal is created. I have created a vessel module that contains all of the relevant details that will have be entered into the deal. I would like all of the additional details to auto-populate once I enter an IMO Number into the Deal (the individual number given to each vessel.) The IMO Number is also in the vessel module details. I know I need to use a custom function for this - unless anyone has any other suggestions?
CRM pour e-commerce
Est-ce que vous utilisez Zoho pour votre site e-commerce ?
RTL TOP MENU
Hello, the top menu (tabs) are showing only from left to right. can i change the view so i will see the top menu from right to left? thank you
Zoho Community Meetups in Germany - November
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 in the below cities in Germany through November and December. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. Berlin Munich Frankfurt Nov 19 Nov 27 Dec 4
Supplier quotes in ZohoCRM
I'm currently working on an installation for a client of mine. When creating a deal their specific business requirements are as follows: - They ask for a quote from their supplier (they are a services company so it'll be software licenses and the like). - They then use this quote to quote the customer, includng a markup. My specific issue is that I am trying to create a new module for supplier quotes. I'd like very much to be able to include the "Product Details" section that is in the current
Does wfTrigger still not work on updateRecords method?
Pretty simple question, but I'm having issues getting the wfTrigger parameter to work when updating multiple records at a time. If you send a single record, they will execute, but any more than a single record will prevent the workflow to execute.
Opt out emails
I just want to ask, what if I delete/move all the opt-out emails to recycle bin. will there be any restriction happen? Because I might be blocked or anything by the Zoho support if I'll do it. I have plenty of Emails opt out and I want to move them out on my crm.
How to add tags in InsertRecords API
can we add tags in when adding contact through InsertRecords API ? any exmaple please ?
Updating fields on leads/contacts via API v2 no longer triggers workflows
We recently switched to using API v2 for our integration. We update certain fields on users to be able to trigger workflows, however this no longer works. The fields are being updated correctly on the contact or lead, but no workflow is triggered. When I manually update the field the workflow triggers correctly. We need to get this back up and running as soon as possible. Anyone any advice regarding this issue?
Can't find a lead through search but can find through a view
Why is it possible to see a lead vie the Leads View and using lead source but I can't find the same lead when I do a search? All the other leads that were imported at the same time I can find.
How can you show all cases associated with child accounts on the parent account record?
Hi, we would like the ability to show all cases history of all the member accounts/child accounts on the parent record. What would be the best way to achieve this?
Function #34: Close all tasks associated with a deal based on it's stage.
Welcome back everyone! Last week, we learnt how to create Accounts from Leads with all the data at the click of a button. This week, let's look at a custom function that lets you close all of the tasks associated with a deal depending upon the deal stage. Business scenario: Winning a deal is never easy. There are a lot of stuff that you need to do in order to follow through with the deal. Qualification, Analysis, Value Proposition, Identifying Decision Makers, Proposals, Negotiations, etc are the
Custom button to perform a field update.
I can't seem to figure out how to create a new button that will perform a field update. I set up the field update in the Actions settings but when I go to create a new button the field updates don't show up. I'm trying to create a button on each record in list view that would update the status of that Lead.
Focus Group 07 - Personalize record view with Canvas in Zoho CRM
Canvas View is one of the many new features rolled out in Zoho CRM this year. It lets you customize your Zoho CRM modules in ways that suit your unique business needs. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View displays your records based on necessity. This translates into a better user experience and greater efficiency.
Zia Voice Skills
I've asked a few of our sales reps to start using Zia Voice on the Zoho CRM mobile app. We will need to customize the Zia skills. I've been struggling with this. Are there video tutorials? Or examples? Also, does anyone know if it's possible to edit the preconfigured Zia skills?
Auth Token to integrate Ninja Forms to Zoho CRM
Hi, Using Zoho CRM Professional edition in trial mode. Need to integrate Ninja Forms to Zoho. Have a WP plugin for this and it requires authorization token. I've read documentation but the buttons to get an auth token are not there in Zoho CRM. I'm a super admin. Is there some other way to request auth token? api? any help appreciated. resolved. have to enable two factor authorization
I want sync ninja form file attachment to Zoho form.
Hi, i am using ninja form an purchased many extensions included Zoho extension from ninja forms. issue is my all fields sync correctly but file upload/attachment not syncing in proper way. Attached file just showing me html code in zoho. please guide me if i doing something wrong.i am using custom lead simple text field to get attachment from ninja form. is there any other option for this please guide me. Regards Ali
Leads Added via 3rd Party Form (Ninja Forms) not Firing Workflow Triggers
Hello, When using the Zoho CRM connector with Ninja Forms, leads are added to Zoho CRM successfully upon submit, however workflows are not firing on Create/Edit.
Adding data to zoho crm via wordpress gravity forms quiz
I searched around but havn't found any info on this topic. Gravity forms has quiz abilities, I would like a users quiz score to be written to their zoho lead/contact information. https://www.gravityhelp.com/documentation/article/gform_after_submission/
Send gravity forms attachments into zoho crm
Hi I have setup an Wordpress/Gravity forms to Zoho integration and it's working really well except I am unable to get the docs uploaded via the gravity form into zoho. It says there are no attachments. I have ticked the option to include gravity forms attachments, but no luck. Is this because my trial account does not have file storage capabilities? Please help. Cheers
the ability to invite other CRM users to your events
We often have experts and managers attend meetings with sales representatives. Why can you not add another CRM user to your event without inviting them as a guest? If you could add them as a user, not a guest, then it would appear in their CRM calendar.
Business Card Not Attaching to CRM
I've been using zoho crm and the zoho business card scanner for about two years. In the last few months when I scan a business card, the information is stored but the business card is not attaching. I've tried deleting and reinstalling the card scanner app and no success. Logging in and out doesn't help either. Zoho support hasn't been able to figure it out. Anyone else have this problem?
How to change field language to the same selected as the locale one?
The language assumed on the dropbox options is diferent from the Language selected. I've selected English as Locale Language but in every dropbox options to select are in Portuguese. B. regards Rui Carvalho
searchRecords API not returning right results. - ASAP
Hello, we have our system connected to ZOHO CRM for some time. From ZOHO CRM, we use the searchRecords method according to the criteria for downloading data. More recently, however, this method does not return all of our records. Interestingly, however, ZOHO also returns data that should not be returned. Can it be verified? ASAP - our client is very dissatisfied at the moment. I think the problem is simmilar to this: https://help.zoho.com/portal/community/topic/searchrecords-api-not-returning-all-matched-results
ZOHO CRM API V2 Issue - Urgent Help Needed !
Hello All We are facing an issue using the API Version 2 Auth Token. We have developed the code to integrate ZOHO CRM with third party system to get the data uploaded in ZOHO Module daily. However , the Auth Token is only valid for 30 min and then expires. This is the issue we are facing since past 2 weeks and have got no solution. Have already tried generating the Auth Token thru the links shared by support teams but thats no help. Can anyone help in this regards ! This is URGENT !
Assignment rule and Zoho modules
Today, assignment rules works for imported leads, contacts etc.. as well as leads captured through web forms. I see two important enhancements, that I hope you'll consider: Integration: this feature is not working for leads captured from SalesIQ, Zoho Desk, or even Zoho Campaigns (for instance newsletter subscribers). As a single web-platform it's a shame not taking benefit of the integration The assignment rule works only if you have the data within the webform. I think that under certain conditions,
Help! Any way to get attention grabbing, marketing savy opt-in, landing pages
Like you do with Thrive Leads. That don’t require cost, modifications, special coding to integrate with Zoho? So far I am not finding one. It looks like you either have “plain jane”, business like, matter of fact contact forms with Zoho or Gravity forms that easily integrate with Zoho. Or you go with something like Mail Chimp that will easily integrate, partner with Thrive Leads and do your emailing there and not with Zoho. And don’t have to spend money on modifications or special coding. The
How can I filter the customer who don't buy for a period of time
My customer should have buy some product again in 6 months to replace the old one. So I want to detect that they buy from us again or we lose this customer. I want to create one field like Last Activity time but called Last buy date to collect the date of the latest closed won deals. and if this field is longer than 6 month It will change another field called 'customer loyalty' and change it to we lose this customer. Please guide me how to setup all of that. Regards,
Report Sorting
I have reports taht automatically generate each week. I wopuld like for tehse to be sorted in date order but cant find a way to do this. The grouping option isnt what we need as this groups our deals by dates. I would liek to be able to view our deals in date order. Can you advise is this possible?
courses management
Hi I'm trying to figure out if I can use zoho crm to mange courses we provide. For instance I need some sort of fuction to act as a course which I can then enroll stidents or mark leads as interested parties, email all the enrolled students / intrested leads etc... Can it be done?
Creating a conditional formula with IF ELSE and AND
Hi, I would like to create a statement where if specific fields are true, then I get a specific return type. For instance, I have a field titled "Do you own your own home?" with dropdown list as "Yes", "No", or "NA". Another field titled "Do you have an existing mortage?" with dropdown list as "Yes", "No", or "NA", and a field titled "Est. Credit (FICO) Score" with "Number" entry. I would like to setup a formula titled "Lead Rating" where if the following conditions hold true, then a specific
Custom Subform Data
I have a use case where a subform works perfectly, however it is useless to me if I am not able to use that data in templates. Is this something that is being worked on and if so, how long before it may be available? Thanks
How to track untouched leads?
Hi there! I'm working on a project and I need your help... Here is our process: When a lead is generated, the marketing team work on the qualification. Based on the info we retrieve, the lead status is updated from "To Qualify" (default value) to "MQL" or "Not Qualified" These information are used to assign the lead to a sales rep. For instance if the lead is MQL and country is France > Assign lead to John When the lead is assigned it triggers a notification to John, and to his manager. Now what
Community Digest - September 2018
Product updates: Here's an overview on Zoho CRM's portals. Take a look that the key changes to API limits. Check out last month's security enhancement for APIs. Upcoming Focus Group: This month's Focus Group webinar is on Canvas view in Zoho CRM. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View
Zoho Community Meetups in the US East Coast - October
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 East Coast 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. CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Miami Fort Lauderdale Tampa Orlando
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