Workflow Question
Hi, I created a workflow so that our salespeople receive an email notifying them that a stage has been changed for a "Deal" to the next step which is the "Site Visit" stage. It's working fine but is there a way that the auto-email can include a link to the actual Deal whose stage has changed. Right now it's just sending them an email stating "this client is ready for a site visit" but there's no way to identify the client. Thanks.
Deluge script documentation
All the documentation for searchRecords I can find refers to criteria being build like "field|operator|value" however I have to use the colon ":" but I can't find references to how to use it with multiple criteria and contains with multiple values
Multi Currency | USD Problem
Hi, My problem arises from entering AR$ as the main currency. When I want to put USD as a secondary currency, but I can not set values lower than 1. The Argentine peso is worth 0.039 USD or seen in another way, 1 USD = 25.40 AR$. How can I make this value reflected in the system? Sincerely,
I have a question
The list type parameter in the ZoHo function can only read 200 data at a time. But in some business logic, it is necessary to compare all the data in the function with the newly created data, such as the age (because the age after the filling in CRM is fixed), but the age of the user is increasing every year, and the annual increase of 1 years, but the list can not implementa. So, I want to ask if there is any way to solve such logic. (Above from Google translation, my English is not good)
Creating a workflow rule
Hello! We've created a function that copies data from a related Product to a related Deal. We want to know is there a way how can we trigger this function when we add Product to a deal. How we expect it will work: we add a Product to a deal - data from Product get automatically copied to a Deal. Custom function: 1. http://joxi.ru/bmo98GwCxMR0KA 2. productDetails = zoho.crm.getRecordById("Products",productId.toLong()); mp = Map(); mp.put("field31",ifnull(productDetails.get("field20"),"")); mp.put("field36",ifnull(productDetails.get("field21"),""));
auto-bcc to one or more email adresses
First of all, it is good to see the improvement of Zoho Support, as the Bcc field now available. About that, I'd like to suggest we could specify email adresses to populate the Bcc field as standard value (with or without the rep being able to remove it). Maybe a workflow... It's good for us managers to keep track of what the reps are doing...
Canada...
Always Annoying when a lead form ENDS with the country, rather than STARTS with it... Should always be country FIRST, then State/province/department , then City and address... 40 years of database and nobody seems to have figure that out ....
Profile settings to deploy sandbox changes
I do not see the ability to turn on or off the deploy changes from within sandbox. Manage Sandbox does not allow those with that enabled to see the button. I am the admin and I can see it. I want to create a profile for my developer so that he can add the approved changes from the sandbox into production..
Old Design of CRM Calendar
Can I use the old version of the CRM calendar or be instructed on how to re-format it? Since the update over the weekend of 6/28-29/2014 my workers cannot read this Light-weight light-gray text on white background, We liked the bold and easy to navigate headings for events.
Time zone support in calendar
Doing business in different zones, it is a bit frustrating not being able to specify a time zone when creating a new event.
"User already present in another CRM account"
Hi - I've tried to add my final user through the zoho admin panel, but am getting a "User is already present in another CRM account" error. While I originally set up my users through the CRM, and not through the admin panel, all of the users were deleted through the CRM. This is the only user who triggered the error when added through the admin panel. Can we clear the email truy (at) autometrix (dot) com?
Confusion About Workflow
I create a work flow on Lead, when ever lead is assigned to sales person a task is created for Sales person I also created a workflow rule on Task “Create & Edit” even, this work flow execute the custom Function. What this custom function does that it take Lead’ country field value and update the Task’s country value (which is custom fields). When I create a task manually from CRM interface it works fine…. but all task created from Lead WorkFlow rule does not update task country field value.
What is the best way to create a report that compares actual vs. forecast?
I know you can see some information in the Forecast module, however I would like to pull some of that information into a report and don't see how to include forecast information in a report in the CRM.
ZOHO CRM: Converting Lead to - Client or Company Member
Hi There, Hope you can help with a ZOHO CRM Lead Conversion. I'm wondering if i can convert a lead [Enquiry] to Client or a Company Member depending on what kind of Enquiry I get. If I were to get a query about possible volunteering, then it would be a company member, but if it would be about a services then it would be a client. Hope it makes sense. Thanks Jiri
Individual Mails to contacts that are added to an event
Hi, would be great help to have the following option: add contacts to an event as a "participant" without sending an email to them automatically. Then having the oportunity to send an email to them with out our the email templates to send relevant information to the participants at a (maybe also scheduled) point of time. At the moment participants of an event can only be "invited" when you add them to the event, but no kind of "customized" email notification is possible... That would be a big help
Lead conversion form with Potential
Hi, When you convert a Lead to a Contact with an associated Account and create a Potential is there a way of adding the Probability percentage relating to the Potential at the time of conversion as opposed to modifying the Potential when it has been created. The conversion page allows for Stage entry, but not the probability? Cheers Mike
Email delivery status not working
Dear CRM Team, This week, the email delivery status didn't work for emails sent from Zoho CRM, using POP3. I have tried several POP emails (gmail, hotmail, gmail work email) and different receiving emails, but none of them worked. Even though these emails have been clicked and opened, the email delivery status in CRM always showed "sent" or "received", which was supposed to be "opened". The below links are the two leads for which I tried to send the emails. https://crm.zoho.com.cn/crm/tab/Leads/67123000001006350
Implement zoho chat in ReactJs website
Hello, I am using zoho chat embed script in the magento website. Is there any way to implement zoho chat application in website built in ReactJs (javascript framework). Please, let me any way, and send the link that will be usefull to me. Thanks
How to Change Deal Name at time of Lead Conversion
Hi, I need Deal name to be : Lead Name + Product Name. But at time of lead conversion it's automatically taking Lead Name in Deal Name field. Is it possible to auto update it at time of lead conversion/deal creation. I am using following code which is not working. dealIdStr=input.dealId.toString(); dealDetails = zoho.crm.getRecordById("Deals", input.dealId); module = ifnull(dealDetails.get("SEMODULE"),""); id = ifnull(dealDetails.get("RELATEDTOID"),""); if ( module == "Leads") { leadDetails = zoho.crm.getRecordById(("Leads"),
Bounced Emails Are Not Being Flagged & Auto Opt-Out
I wonder if anyone else is having this problem. It is destroying my marketing business because I don't want to send emails out when it will not automatically keep my lists "clean" by flagging a bounced email and automatically opting them out like it is supposed to. I haven't sent marketing emails to customers/prospects for 1.5 weeks now because of this. Is anyone else having the same problem? They are saying that it is "taking time" to basically recognize these bounces but that is not true! I
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
PickList not updating during LEADs Conversion
I have a custom field (2 value pick-list) in leads which needs to transfer into Contacts and Potentials during conversion (Convert Button). similar pick lists are available in both Contacts and Potentials. it works for Potentials as expected but not for contacts. i also did Lead conversion mapping correctly for correct layouts. the pick list value in Contacts is always empty. however, other fields get transferred with correct values but not that pick-list value. what cause this problem?
'Account' or 'contact' for music students?
I will start out by admitting to the fact that I am new to CRM (CRM in general). Therefore (while I am studying the subject) I am struggling putting things in the right place. I have several questions: 1 - I run a local music school. Should I make enrolled students into 'accounts' or 'contacts'? 2 - I wanted to run a small RSVP-Survey (with ZOHO-Survey) among the students for an optional extra lesson. Students had to answer one single yes-or-no question: "Will you attend the extra lesson?". 'Survey'
Webform: Overwrite Hidden Lead Source with URL Lead Source
When someone fills out my webform, I have a hidden field with "Website" as the Lead Source. But suppose I buy a banner ad on SomeDirectory.com. I will want to send people to my website but I want the Lead Source to come though as SomeDirectory (or some other value) instead of "Website". Is it possible to pass the Lead Source value through the URL? Such as abc.com?leadsource=SomeDirectory or pass a UTM value as the lead source? I would want the value in the URL to overwrite the value in the webform.
Email record not showing in customer record
Hi, I have a rule which triggers an email. I can see in the timeline that it was sent but it's not showing in the Emails section. See attached screenshots. This was working fine but recently doesn't seem to be. Any suggestions on why? Thanks Regards, Jane
Search results delayed in REST API
When we create a new contact, or update a field in an existing contact, the new data seems to be unsearchable for 120 seconds. For instance: 1. We create a new record with Detaine_Reference_Number = 12345 2. We use the search to find any records with Detainee_Reference_Number of 12345 and the API returns 204 No Content 3. We repeat step #2 over and over for 120 seconds and receive the same results 4. After 120 seconds the record is returned in the search 5. We update the Detainee_Reference_Number
Querry | Budget Autocomplete
Hi, In the potential module and when I try to create a budget, I do not automatically upload the invoice / physical address. It happens whether I have an associated contact or an account or both in the potential. For the moment, I am obliged to create the budget from the contact / account module so that all the data is autocompleted. Is this a bug? or is there something that I can modify in the design? Regards,
What can i do with contacts i don't want them to be on owner ??
Hey, let's say i have a list of contacts that i want to keep in a "pool" of contacts & i don't want them to have a spcipic owner right now. how can i create this pool ? example ( client is not intrested in the service right now & i don't want him to be on one of the agents ?
Event notification issue
Every time I edit an event it emails everyone invited to that event. However mostly I am just doing admin updates and so don't want the invitees to be emailed. How do I stop these emails being sent so not to confuse the participants?
Syntax of API´s new version
Is there a link where they explain the new syntax or structure for the APIs in their new version? Please to send us information about it thanks for the support Greetings from Panama
Amounts Field Auto Calculate Based on Products
Hi All, Trying to figure out how to auto popluate the amount field in deals from related products and visiting the link on how to create custom functions. https://help.zoho.com/portal/community/topic/custom-function-25-%c2%a0populate-the-amount-field-of-a-deal-by-calculating-the-number-of-related-products-and-its-unit-price I keep getting error Error at line number: 1 Incompatible types for zoho.crm.getRelatedRecords function at argument index 3 <br/> Required : NUMBER <br/>Found : TEXT
Zoho Analytics available soon?
https://www.zoho.com/crm/analytics.html?src=wht When will all this be available ? =)
How to add "Line Break" in Pick list Field in Quotes / Sales
Orders / Invoices ???
Hi I need to add line breaks within several Pick list items in my Quotes / Sales Orders / Invoices ??? I have tried using the regular html codes for line breaks but nothing works. All I get is one line of text for each Pick list item I have tried all of these: /n /r <br /> <br> <br/> As I mentioned before the problem comes with the "Pick list items" formattin... meaning there is no way to format it. not even with html/css I need multiline picklist items to select for my Payment options and Terms
Use Zoho CRM for sales to a school
I am thinking about using Zoho CRM to manage how we get students to sign up for our school. I wanted to import leads, but it says I need to put in an organisation - but all of them are just people without an organisation. What is best practice for this? Any advice on setting it up for sales for a school?
Missing Badges with integrated Finance module in ZOHO CRM
At all other modules (e.g. e-mails, contacts, activites) you can see a little badge with the number of items which are contained in the respective module. This is not the case after integrating ZOHO Finance. I would like to see at one glance if there are any estimates, sales orders or invoices connected with my companies or contacts. Any plans?
Unable to Link Invoices with Sales Orders using 'Invoices' API
Hi, I am trying to link an Invoice with a Sales Order using the 'Invoice' API. However, I have successfully added the Invoice in ZOHO CRM, with the referenece of the Sales Order. But, the order status is still in 'Created' state. According to business logic, when a Sales Order is invoiced the, order status will be changed to 'Delivered'. Actually, I want to 'Convert' a Sales Order to Invoice using the API. Is there any way by which I can perform this operation? Please let me know. Best, Souvik
Change statuses of users in our DB from CRM
Hi all, Hope you are well(: I was wondering rather I can control statuses of users in my native system (not the CRM) using Zoho CRM. For example: a user in my system has a status of "Authorized" to conduct actions in my web app - let's say that the user is authorized to trade up to an amount of $1000 within my system - now I want to change his/her status from "Authorized" to "Unauthorized" in the CRM and that it will affect the actual status in the system. 1. Is it possible? (I haven't seen such
auto account creation
Hello I am looking for a function that will create multiple accounts automatically For example I create a new account and select in account type parent, this will initiate work flow that will trigger creating under this account 1.2.3.4 (NO. I SELECT) Member Accounts Do you have such function example to share Tnx Daniel
Getrecords and sort order on more than one field
In the getrecords function I can optionally specify the sort by field. Is it possible to sort the records on more the one field (e.g. zip code + city?). If so how? It looks like the function accept just one field. Regards
Email Integration Best Practices
Is there a document somewhere that details all the different methods of integrating email into Zoho CRM and the pros and cons of each (IMAO, POP etc)? Is there a recommended best practice/method for someone using G Suite? Currently we are set up using IMAP but it's my understanding that using this method is someone leaves and their g suite account gets deleted all the email would also disappear from Zoho. That doesn't seem good :-). However I assume that POP integration may be worse? Any advice is
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