Possible to decide what Emails show up in CRM?
When email is integrated with CRM, is it possible to select what emails you want to show up on a Contacts record? Please note, I'm not talking about making them private or public, I'm talking about whether you want them to show up at on the Contacts CRM record at all. I have some sales contacts that are also friends - there may be hundreds of small talk/irrelevant emails going back and forth between us. Others may be very important. I'd like to select the ones I want to show up in CRM on the Contact
This Web Is Very Low
This Web Is Very Low.
Track lead
Hello, I want to know if there's a way to track my lead after I converted it. Is it possible? I want to have an accurate number about my leads historic and it'll be possible if I track them. If there isn't a way to track, can you have another idea to solve it? Thanks in advance.
Abak 360 integration
Hello all, i'm wondering if there are any existing integration paths between Zoho CRM and Abak 360 (project management software). I've run some searches here and on the web and haven't been able to find anything. if nothing already exists, what are some workarounds to get both softwares to talk to each other? thanks!
ZOHO CRM & GDPR
Good morning, how exactly will be ZOHO CRM prepared for GDPR? We need * a way for gaining of contact agreement with evidence and using of personal informations with automatic saving in zoho * agreement is gained for a time period - we need automatic e-mail opt out after period ending Thanks Petr Maly
Query | Subtotal field
Hi, We need to be able to visualize within the Purchase Order module, a column that shows the "amount without tax " of each order. As we do not have that column, there is a way to modify the "Subtotal" field in the "product details" section, so that it shows the amount without the tax?. The idea is to continue calculating the tax field but the subtotal takes the value of the amount. That's right now: So it should be seen: Sincerely,
Pricebooks, automated prices and VAT - zohocrm can't handle that?
We recently emailed support asking for a way to have zohocrm automatic add value to list price and add VAT, and recieved a concerning reply that zohocrm can't handle that. Are we the only organisation that needs a way/method to handle quotes, pricing and VAT issues automatically? If you have had the same issue and found a solution are we very interested in your solution. Zoho replied "We may analyze the option to automate this in our future road map." - doesnt sound like a near solution.
Are we obliged to send consentment email to all of our subscribers?
Many of our contacts have given us their emails and some of them never open their emails. Are we obliged to send consentment email and what if they do not open it at all?
zoho.crm.searchRecords() when criteria contains a pipe character
How can I escape the pipe character in a criteria value when using the zoho.crm.searchRecords function? Example: name = "Bank Fu | US"; criteria = "(Account|=|" + name + ")"; accounts = zoho.crm.searchRecords("CustomModule2", criteria);
After changing language I have form field values in both languages at same time
I started using Zoho with English as my language. Than, I changed it to Portugues. However, when I have to fill a form field now I got both, English and Portuguese values, what is a mess. Examle: In Negocio->Estagio: I can choose : "Fechado (Ganho)" or "Closed (won)", what is the same thing. Please have a look at the attachment. Thank you, your product is great! Rodrigo
How to link Potentials record with Contact through the Zoho API v2
Hello, I'm trying to create Potentials through the Zoho API v2 as follows: $record = ZCRMRecord::getInstance("Potentials"); $record->setFieldValue('Deal_Name', 'Phase 2: Vladimir Mitrovic'); $record->setFieldValue('Closing_Date', date('Y-m-d', $_SERVER['REQUEST_TIME'])); $record->setFieldValue('Stage', 'Phase 2 Purchase (Won)'); $record->setLayout(ZCRMLayout::getInstance(POTENTIALS_PHASE2_LAYOUT_ID)); $recordsArray = array(); $recordsArray[] = $record; ZCRMModule::getInstance("Potentials")->upsertRecords($recordsArray);
Zoho Crm API insert doesnt trigger WorkFlow
Hi! I am using the Zoho CRM with a third party application and am using API. I have created a workflow alert for insertion into Leads. I receive the mails when I directly make an entry but am not receiving the mail on inserting data thru the API. And yes, I set wfTrigger to true. Any help will be greatly appreciated! Thanks!!
Hawksoft CRM for the insurance industry vs. Zoho
I have a prospect who is currently using Hawksoft for his insurance company but he's considering letting us set him up with Zoho. His current CRM is industry specific and was created by a coder who was also an insurance agent so it has integration features that allow for specific carriers such as Allstate, Geico and others to easily make updates to policies and things and the information automatically feeds in to the CRM. Does anyone have any information regarding the advantages of Zoho over this
Import leads and automatically change lead owner
Me and another user will be importing leads for our company. We have another user account on the system that we want all leads to be set to automatically. In the meantime, my workaround has been with a custom view with conditions set like me as owner and no lead status, then I mass change owner. I know there has to be a way to do this automatically using automation. I have messed around with it and couldn't get it to work. Anyone have any input on this sort of workflow with importing leads and
How to do SMS Integration?
Hi! I e-mailed support@zohocrm.com but unfortunately didn't get any response yet. So I was hoping that maybe someone here in the community knows this: I can't do this with workflow function and blueprint. I'm thinking this can be done through custom button using widget, but I'm not really sure. So I would like to ask an advise for possible solutions. This is what I'm trying to do... sending and Tracking Text Mesages to Contacts/Leads: 1. In the Leads/Contacts module view page, a Send SMS button is
custom modules
Hi everyone, I would like to use the zoho crm as a phone dialler, i want to input my data that i receive in small chunks of around 80 four times a day. I want to have custom modules in zoho. I want to input the data into Custom module 1 named "New Data" The sales agents will call the new data and depending on the outcome of the call they will press a disposition. Example "Voicemail", "Call back", "Bill payer not available" etc etc. I would like all the custom modules to be the same name as the
Adding Multiple Events
I am looking for a custom function (or any solution) where multiple events can be inserted based off an update in potentials. Basically, we sell days of training. When we sell the training it is usually between 4 and 6 days of training. What I want to do is allow for the creation of multiple events based off the number of "Training Days" (a custom picklist of 1-6 in our potential module) selected when the status is updated to "Closed Won". Initially, we do not know the exact dates, but having them
Formula for all Quotes for a contact
Anyone know if a formula can be written for the total of a quotes for a contact in CRM?
Auto creation of Opportunity Number
I am looking to create a field in which I can create a auto number for New Opportunities. When a new opportunity is created I would like the number to be created in the following manner. YYMM###-NN YY -the last two digits of the current year ## MM -the current month digits ## ### -an autonumber starting at zero that restarts each month ### NN -Nick Name of the current user. Could anyone help me with a formula or combination of fields that would create this for me.
Community Digest - April 2018
April's Community digest brings you some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. A big thank you to all our MVPs who have strived to help out fellow users in the Community! Take a look at our band of MVPs and more on how to become one here. In case you missed out on April's happenings in the Community, below are some highlights for you: Product announcements: Validation rules for an accurate CRM Rest assured, Zoho CRM has got you
Zoho CRM Error 4918
I am using your SyncApps integration to sync Zoho CRM Contacts to MailChimp. The API is returning the following error to my SyncApps log details: Error on sync: Module is hidden for your organization (Error code: 4918) The Contacts module is not hidden, so this error does not make sense to me. Can you help?
delete repeating events
I created a weekly repeating event to test that capability. I have two problems. First, I can't delete the repeating event. I can delete instances of the event, but no the entire event. Is there a place where this can be done? Secondly, one of the forums suggested that repeating events could be deleted on the calendar. But this event is not showing on the calendar.
Portal URL developer edition
Hi, I'm trying to activate my widget (that locally on my test site works) into the developer edition but I cannot find my portal URL so I cannot write the path to the widget correctly (and the widget doesn't display).
How to clone a template which is already present?
How to clone a template which is already present?
Does Zoho implements Queue operations when executing webhooks requests?
Hello, I need an explanation / confirmation regarding webhooks. Once Zoho run the webhook request, how you know that request is successfully accepted by the client application? What params can I use in response to confirm that the request is accepted and processed correctly? In the case of some error, will Zoho repeat the webhook request? Does Zoho implement the Queue operations so it's possible to resend a request again, for example, after a few minutes if the previous request failed? Please confirm
Why are SalesSignal Notifcations including emails between my colleagues and I?
Hi Zoho Community, I was curious why the SalesSignal notifications included emails between my colleagues and I? Especially emails that are irrelevant to our clients. We have some test records in our CRM of course for "testing" but could that be the reason why? Thank in advance for reading. Respectfully, Juls
Zoho Apps - Document Management
Is there any document management apps that can integrate with zohocrm. Also i am looking for quote & proposal apps (such as quosal software) as zohocrm quote doesnt solve my purpose at all.
Document Management
Is there a way to centrally store documents in a module so that all users have access? (Documents such as sales collateral, order forms, brochures etc.). Thank you!
Widget Zoho Crm contextual content
Hi, I need to display a particular google map (not the standard one) for my accounts in Zoho CRM. I think, am I wrong?, I should use a widget (it's an HTML page with some javascript) so I made one that displays the map the way I need and it works BUT the content is static (an hard coded address) while I'd need it to be the address of the Account record active when the widget was called (more than one field is involved: Billing Address Street, City, Code and Country; I guess the resulting string must
Web form not recognizing data input in portrait on mobile phones
Hey all, I have copied the JS Code into the web page and the form works fine on all devices apart from mobile phones when they are in portrait. I have tried different phones and different browsers with the same result. When the form is filled out it doesn't recognize this and states that the First Name cannot be empty. It will work if the mobile phone is in landscape view.
Zoho CRM with issabel
Is it possible to integrate issabel PBX with Zoho CRM?
Gibberish Shown when Exporting Data When using Traditional Chinese
Hi, I am an Enterprise Plan user. And I find that error Gibberish characters shown in the export CSV file as I am using Traditional Chinese (in both the field name and the field value.) And I have found in the forum that this problem was reported 5 years ago and there is still a problem there. Please let me know if you are going to fix it or i will simply switch to another CRM vendor. Thanks
Multiselect / Subform
Hi all, I am trying to customize our Zoho installation, in order to make usage as easy as possible. As part of our companies needs, I created a custom module (containing Song information) which needs to be combined with the Contacts (Song Writer) in a manner that allows a many to many relationship. My current build uses a multi-select tool to do so, resulting in a LinkedModule with the specifics of each Writer's share on a song, in which we can store his share, along with information regarding contract
I can't use a Formula field anymore and want to ask about an alternative.
In my early days of using Zoho CRM, I created a custom field in my Contacts view with a Formula to 'look at' the Company Name and replicate it in the custom field (after I'd converted a Lead to a Contact, I then 'edited' and saved the Company Name field in the Contact View). This meant when I ran certain Contact Reports I could 'see' the Company Name and therefore export the report view to Excel for a mailing list. I noticed today that this has stopped working, so I need to find a way of letting
Zoho Community is transitioning to a new platform!
Hello Community! Here’s an exciting announcement. Zoho Community has transitioned to a new platform and we we'd like to discuss this transition with you. Why the change? Our community was earlier hosted on Zoho Discussions, which is now EOL'd. Besides, we thought it's time for a makeover. The new platform. We’ve transitioned to Zoho Desk. Apart from an improved UI, the new platform comes with some major enhancements. Zoho Desk bundles help desk, user community and knowledge base, all in a single
Amount Field Function
I record 3 amounts figures as a currency field inside a DEAL. I want to make the Amount field be READ ONLY & have a function that adds up the NEW CUSTOM currency fields and populates this into the standard Amount field on a CREAT or EDIT scenario. The three custom fields are: Accommodation Catering Restaurant Any help would be great.
Replacement for Gmail contextual widget - Google is disabling contextual widgets on August 1 2018
Given that Gmail contextual gadgets will soon be disabled on August 1. Is there a plan to offer a replacement with a new gmail add-on? Instead of just the google chrome extension. The chrome extension requires our user to be logged into google chrome with their work account (not always the case, they often have a personal gmail account and a work gmail account they're signed into on their personal laptops) and also forces users to use chrome as their browser.
Can I disable the Skype link?
I need to turn off the Skype link feature as I do not use Skype to make calls. When I use my mobile device it is rather maddening to have the Skype link trump the smartphone's dial feature. Additionally, it's difficult even to cut and paste the number into Google voice on my desktop. Plain text would be much better. Thanks.
Double opt-in in zoho crm web forms
I have been reading some posts in your forum and you guys have to find a solution for double opt-in using web forms as we are legally responsible for doing so as 1st of may 2018. In Europe, anyone collecting personal data HAVE to apply double opt-in or we might be responsible for very high penalties.... Can you give me some information about your advances in this matter?
Same offering to multiple leads
I have the same offering I'd like to sell to multiple leads. How do I set that up in the deals so I don't have to do an individual deal for each lead? Is that possible?
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