Unable to set Lead Owner using Zoho insertRecords
Hello, Following is the xmlData i am using to send a insertRecords request to add Lead XElement xml2 = new XElement("Leads", new XElement("row", new XAttribute("no", 1), new XElement("FL", new XAttribute("val", "SMOWNERID"), myuserId), new XElement("FL", new XAttribute("val", "Lead Owner"), myemail@email.com), new XElement("FL", new XAttribute("val", "First Name"), FirstName),
migrate from Act! to Zoho
I would like to migrate the basic Act! fields including Notes and Activities from Act! to Zoho CRM Please provide most competitive price and time frame
Community Digest - June 2018
Product announcements Enrich your data with Zia. Zoho CRM Meetups Join the Zoho User Groups and attend the meetups in the city nearest to you. These community meetups are happening in several cities in the US, Australia, and APAC regions. User meetups are great avenues for you to connect with peers in your city, with product experts and Zoho partners. Follow this link to register for a meetup. . Partners' Speak This portal showcases educational resources shared by our partners that include tips,
Setting email opt out field in a web form
Hi, I'd like to manually set the email opt out field in a web form. What values do I have to give the hidden input field associatd to Email Opt Out. I've tried a few combinatiions, but none seems to work. <input type="hidden" name="Email Opt Out" value="??????"/> thks, a
Syncing Contacts based on Contact and Account Criteria - Not working
Hello, We need to be able to sync on two criteria which just is not working. The sync is scheduled to run every day, it ran once and never ran again. The conditions are: ZohoCRM.Accounts.BusinessUnit == "Business Unit A" AND ZohoCRM.Contacts.DecisionMaker = True These two fields are custom fields, and they map to custom fields in Zoho Campaigns. Additionally the software is buggy. It lags and hangs frequently. We're not overly happy with this product and there is no direct support button.
Direct view of all and personal events graphical in the system.
Hi, Is it possilbe to get a view with all events for each person and the hall team direct i the system? Is it possible to setup a nice graphical view of this? Kind Regards, Maria
Email automation
Hi I am new with Zoho CRM and I have an issue that someone may know how to solve it. I am trying to create a workflow in order to send emails. My company have some kind of yearly subscriptions, and we want that a month before this subscription ends, an email is send to a contact person (or many persons). The point is that: -we have every contact filled -each company have some contacts associated -each deal (subscription) have a company associated. What i want to do is create a workflow "action" to
Lead Source Tracking in web forms?
How to get the Lead Source by default?? In other words we want to check inbound leads on basis of their sources, like paid,organic and so on?
Tracking Original Source Type like Hubpost??
We want to want to categorize all the leads in the following format: Organic Search Referrals Social Media Email Marketing Paid Search Paid Social Direct Traffic Other Campaigns Ref doc of hubspot: https://knowledge.hubspot.com/articles/kcs_article/reports/what-do-the-properties-original-source-data-1-and-2-mean Anybody know here how to get this in Zoho???
Date filter in Leads module
Hi, How do I fetch Leads or any other modules based on a certain date time filter? Regards, Saha
Cannot view SENT IMAP messages in SalesInbox or my Email client.
Hi, when I send mail from Zoho CRM to my clients, the messages do not show up in the 'Sent' folder in SalesInbox or in my email client, which is a huge problem. I use a third party IMAP server which is synced with Zoho CRM. Incoming mail works fine, but I cannot see my sent messages anywhere, nor do they show up in my email client. Is there a solution to this? Best regards, Joel
Applying products to a quote
Hi everyone I am in the process of setting up "enterprise zoho CRM". I have set up a list of products, we only have 20 or so. When i then go to create a quotation, the products selection is not available. I can create new product in the quotation section but cannot see exiting products? Not sure what to do next. thank you
Conditional display of fields in Account screen based on Booleans
It would be really nice if you could set-up some conditional display of fields in the account screen based on booleans or other logic tests. We capture a lot of information that is not applicable to all accounts so it would be useful to be able to hide those fields until a check box is selected, to avoid having a really long screen of inputs. It would be also nice if this was extended to other logical tests - like if Shipping Country is X then display these fields Just a thought
HTML Field
I would like to have an HTML field where I can pass HTML and it will be interpreted like HTML not text
Can I create Custom related lists for each module layout
I have 2 layouts. 1 for B2B and another for B2C. That being the case, the related items that need to be shown for each of these is quite different. Is there a way I could show 1 set of related items for 1 layout and another set of related items for the other layout?
"Hide Details" on reports should actually hide lines
It appears that selecting the "Hide Details" on any detailed report simply clears the data out of the record lines, but leaves the lines there which you must then scroll through anyway. Any effort to make this feature actually beneficial?
CREATE OR UPDATE FROM CSV TO ZOHO CRM MODULE
Dear all, how are you? I have these CSV file. I want to use it to create or update records in a CUSTOM CRM MODULE once a day. Is that possible? Your help will be great :) https://docs.google.com/spreadsheets/d/e/2PACX-1vQCJD1f6k-an3xe3MxiHUBtQWzlBNQdHKCCH0uyQRQz6Cf4xVd64cfz6X5V_O28kLyBE3Fged0S_j9P/pub?gid=1693393276&single=true&output=csv
Email Templates - Link to Record
Hi Is there a way if I create a email template (for eg. template is sent to the owner of a new Contact) is there a way I can make it link back to the said record. So, Joe received a email stating Hi Joe A new contact - ${Contacts.First Name} ${Contacts.Last Name} - has been created. Can you please follow up within 7 days. I would like ${Contacts.First Name} ${Contacts.Last Name} to be a link to the contact record. Is this possible? Also, if you open the email on your iphone, is there a way for
Exporting accounts pulls all contacts as well
I am trying to export our accounts to do some additional analysis, but the export pulls all our contacts as well. Is there a way to only export the account module and not have contacts included?
How to update multiple records using JSON body ?
I need to update multiple records in leads table using the API. However, the documentation only includes examples with XML and not with JSON. Could someone please provide an example of how to achieve the same using JSON request body ?
API V2 = Custom Functions NOT WORKING = HUGE MESS. NO HELP FROM ZOHO!!
All our Custom Functions are not working since last 24 hours. Support tells us this is due to API v2 update and developers DO NOT have an ETA for a fix. The error message seems to be consistent across all of functions when tried to executing manually: Failed to execute function. Error at line 6. Value is empty and ‘toJSONList’ function cannot be applied. We rely heavily on CF's and are stuck. Support also says that there may be a deluge developer who could suggest work around, but they are only working
Editing Task Assignment Email Template
Is there anyway to edit the Task Assignment email template?
Preset an Email Sending Time ?
If it is possible to preset an email sending time for future... It looks like to be very efficient way when you have spare time to work for future or preset some emails before you will go for a business trip...Close timed emails always good before a visit or phone call. Is anybody know how to prepare emails before with a specific sending date and time ? Thanks in advance
(If you don't have the email) how to avoid Duplicate Records
How do I avoid duplicates across all modules when I don't always have the email address? I've been importing leads from spreadsheets, many times we haven't found the contact information yet, especially because sometimes there is more than one contact to reach out to. When importing the leads, I have all the email fields come in as "noemail@domainname.com". Here's where I end up with lots of duplicates: When I find an email for a contact (for example: Sportscars.com) I would change the lead email
Mail-merge function for emails
How can I create a group of contacts and send individual (personalised) emails to the group? i.e. a "mail-merge" function for emails BTW, I am In Brisbane, Australia so won't be awake when the forum is on, will you send responses to the queries (please)?
Workflow Rules
Hi there, If i add multiple field updates in one workflow will work,, now i am facing a problem last field update is not updating.. Please suggest how it ,will work..
zoho crm api insertRecords json format
Hey.. I am currently working on the zoho crm api but it seems like my JSON format data is being rejected when I try to insertRecords, does insertRecords only accept xml?
Social activity not showing up? (Pro)
First of all, we automated social interactions such that if we get a direct message in Twitter or FB, it would create a lead. But it does not work as expected, to say the least. In the Social Tab, the last message (but only that) of ongoing conversations is shown in the column on the right, under the header that says "Unknown". Nothing is shown under Customers, Open Deals, or Lead/Contacts (it just says "no social interactions", which of course is incorrect). The lead that's being created in the
Function #44: Invoices from Custom Modules
Welcome back everyone! Last week's function was about transferring data captured from one module to another, along with the subform data. This week, it's going to be about creating Invoices from Custom Modules. Business scenario: Usually, invoices are created from the Deals module. After all, only if you win a deal can you proceed to create an invoice. However, there are millions of businesses that do not follow the specific "Deal" pattern. For instance, in a Hospital, whenever a patient receives
Social tab in CRM vs. Zoho Social app integration
We get many leads through social media (incl. direct messages). From what I understand, the professional plan on Zoho CRM has the social tab and can record messages with leads and contacts. However, there are social media channels not currently captured by the social tab in CRM, namely LinkedIn and Instagram. Can you help me understand what the respective limitations are - if we wanted to use LinkedIn and Instagram as well, would we be better off adding Zoho Social for $10/usr/mo (and downgrade CRM
Custom Function - Add new Activity task with a button for Account Record
Hi! I have been messing with the idea to create a custom function that will create a Task for an account record. The scenario is with our service we may need to follow up on a external request to a 3rd party after we send an email. I want to be able to have our employee just hit a button that will generate a task such as : Follow up on Insurance for {company name} and assigned to the user that initiates the button. This would be created within the Account record. Need help with what the function
Import and sync email from multiple accounts
We have been in touch with leads over email with Gmail accounts as well as Zoho Mail (which is of course much more storage limited). Now we're getting into Zoho CRM and need to see past email and track current email. So two tasks: import email from relevant contacts and 2-way sync email that we send to and receive from those contacts on Gmail and Zoho Mail. I understand that none of this is possible in any of the trial editions, so I need an answer from the community. How easy or hard is this? Thank
My Jobs Tab - CEO - Filter
When your role is set to CEO and you click on "My Jobs" you see all the jobs for everyone in the entire organization. This makes no sense. This should have a filter function just like any other module so that the user, even if CEO can display only jobs that are relevant to him/her and approvals. Likewise you might want to see jobs for a specific user to monitor how effective they are. This should be an easy fix.
Creation of POs from a Sales Order
We have had a number of customers complain about the need to manually create a PO or multiple POs for each SO they raise. To assist in this process and to ensure accuracy in the process we have written a script to solve this problem. This video lets you see the solution rather than how to create it.
Link Custom field with product details in Sales Orders
Hey everybody, I have the following problem. In order to represent our business process better, we want to link 10 custom fields in the entity Sales Orders with the amount of products ordered, which is entered in the section product details. What would the custom function, that connects those amounts with each of the 10 custom fields, look like? In the next step, we would like to assign certain regional products to accounts depending on their location. This should work automatically( ideally in a
Complete list with fields for the import possibilities
I have a lot of spreadsheets that I need to prepare for import. Can I find a complete list with the fields for all the different import options. Lars
How best to align your Sales and Support teams so they work in sync? Learn from the best.
"The Customer Support desk is still a foreign country to many sales teams. Sure, they travel there from time to time when mutual interests suddenly align, but they often return from these brief expeditions with no further insight into the local customs," says Greg Smoragiewicz, a Senior Marketing Manager at Aircall. In a webinar on June 28, we'll be discussing business strategies to completely align your Sales and Support teams, in collaboration with cloud telephony giant Aircall. Join us for a
Seeing several requests for Report sorting
There seems to be many requests in the forum, spanning several years, for default sorting of Reports. Zoho any plans for this? To reiterate, it would be nice to have default (I know you can click the header) sorting options in Reports without having to group (grouping adds extraneous rows/clutter). Thanks
integrating Zoho into a squarespace website is it possible?
We are wanting to use squarespace for our website but want integrate zoho as our CRM does anyone know if this is possible? If yes what is the best way to do this?
How to create a case using custom functions
How to create a case using custom function with this: What are the parameters? <CRM Response> = zoho.crm.create(<CRM Module Name>, <Field values as map value>, <optional duplicateCheck as Integer>); Please help Thank you
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