get event by ID: no RELATEDTOID nor SEMODULE
Hello! We are facing strange problem: when we look at the event on UI we see that it is attached to a Lead. But when we load this event over API then response does not contain reference to the Lead (no RELATEDTOID nor SEMODULE fields are present in response). Could you please, explain why is this happening? thanks, Anton
Zoho CRM Mobile App Falls Short when it comes to VOIP Integration
I use the CRM all throughout my day and it is mostly through my Ipad Pro, but I use the Jive Integration feature to make and log all of my calls and this is only available on the desktop web browser. This would not be an issue except for the fact that the only available options to place calls through the app is either the mobile device or Skype. If the jive integration is already set up on the desktop version, why isn't it available through the mobile version as well. Or even make zoho crm accessible
How to add fields (or custom fields) to upload images to Zoho CRM
Hello, I am testing Zoho CRM to see how it fits our business processes and one essencial step is to gather documents images in companies and deals modules. I could find ways to design blueprint and automate the sales pipeline process but I couldn't figure ut how to allow users to upload the images during the required deal stages. Is it possible? Regards
I want to approve any customer account changes
Hello, If a customer requests an address (billing / postal) I would like to implement a new workflow process. Customer Address Change Workflow * Receive updated customer address from customer * We receive updated utility bill / certificate to confirm (new address validation) * Someone then approves the changes, which then get applied. * Creates a task to then update various other systems. If this feasible? Thanks
SalesInbox - Error sending Emails
Hello, I am not able to send mails from my SalesInbox anymore. On Thursday it still worked and on Friday I started having problems since then. That is the message I get: Leider können wir Ihre Anfrage nicht bearbeiten. Bitte versuchen Sie es später noch einmal. Wenn Sie Unterstützung benötigen, wenden Sie sich bitte unter support@zohocrm.com an uns. Please help! I need to send mails! Thanks! eT
Filtering emails / Campaigns & Contacts
I am testing out Zoho CRM as a possible solution for us, but I had a few things I can't figure out: 1) I have our existing clients imported as contacts. If I mass email them a new media kit and sponsorship pitch, the system will track who has opened and who has not etc. To follow up I see I can filter contacts based on email status and campaign, but there does not appear to be a way to do this as part of the mass email selections. What is the best way to follow up only with people who have not replied
Zoho CRM v Method CRM for quickbooks integration
Hi, Just wondering if anyone has looked at Method CRM. It seems they have great integration with quickbooks and are similar in other aspects to Zoho. Has anyone here used it? Thoughts? Getting a little worried as we've recently upgraded to the enterprise zoho and issues are starting to arise the more we try to utilize zoho (e.g.: custom functions not working consistently). A great platform but the quickbooks integration is really holding us back. Thanks
Getting check in data from crm (EVENTS)
Is it possible to get from the API of CRM the check in data of an event. I can see in ZOHO Reports that the event table has "check in Status" and "Check in Address" but when i run a search record on an event the response does not show any of this fields.
Is it Possible to add Records to the related list using a custom button and a custom functions?
I have "custom module" which has look up with "potential" module.Can i add the selected records from custom module to the potential module in the related list of custom module with a click of a custom button? Can anyone pls help me? Thanks Prudhvi
Gmail Plugin and Google Voice SMS/MMS Photo Attachments
Hello, The nature of my business requires the use of MMS picture messaging to allow potential customers the ability to send photos for us to evaluate before they send something in for repair. We have a Gmail account with an assigned Google voice number that receives these photos. Currently, we create the lead in CRM, then we have to manually download the photos and reattach them to the lead. It would really be ideal if the CRM plugin could be savvy enough to match the phone number (which is the same
SalesInbox: Is it possible to send emails through the general company emails
Hello, We have set up SalesInbox for our personal work email address and have associated a couple of our organisation emails. Is it possible to send emails through SalesInbox these organisation emails? (such as sales@website.com / marketing@website.com / info@webiste.com) Thank you
Sum values that belong to the same record
Situation: We have 2 modules inside Zoho CRM, Clients and Transactions. · Clients: All the customers of a company. There is a related list that displays all transactions performed by each client on the appropriate client record. · Transactions (Custom Module): All the transactions performed by those clients. Challenge: From a List View, When filtering transactions Zoho CRM is unable to group or sum the numeric values for the same customers. Examples: · Example 1: I want
Tip #37 - Leave no stone unturned
Hi folks, We are back with a quick tip about executing Workflow rules based on lead scores. If you think you missed any of our previous weeks' tips, you can read them here. Tip #37 - Leave no stone unturned. If you are already using scoring rules to score leads and prioritize them, chaces are more that you give top priority to the leads with good scores. Leads with less scores get the least attention. But what if some of these leads that you thought were less valuable are slowly picking up? What
Avaya Integration
Hello, We already have an Avaya product called AACC, is there a way to integrate it with ZOHO CRM ?
How to retrieve list of notes using Zoho CRM api?
I've 7000 leads in my Zoho CRM. Some leads may have notes and others may not. I'm using below api to retrieve notes: https://crm.zoho.eu/crm/private/json/Notes/getRelatedRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4&parentModule=Leads&id=27304000000221637 For every leads, I've to call above api to retrieve notes. My api calls count per day is 5000 which is not enough for me to call all my 7000 leads. The limit gets exceeded once I setup app for first time and couldn't use
Custom Function: Create New Contact
I'm trying to use the following code to create a new contact, but it's not copying over "First_Name". Any obvious reason why not? custinfo = zoho.crm.getRecordById("Estimate_Forms",custid); time = custinfo.get("Created_Time"); mp = Map(); mp.put("Last_Name",custinfo.get("Last_Name")); mp.put("Fist_Name",custinfo.get("First_Name")); mp.put("Contact Owner",custinfo.get("Owner").get("id")); mp.put("Phone",ifnull(custinfo.get("Phone"),"")); mp.put("Email",ifnull(custinfo.get("Email"),"")); mp.put("Mailing_City",ifnull(custinfo.get("Job_City"),""));
CRM Down
Is anyone else having problems with their Zoho CRM. All I get is a black screen with the logo in the middle.
Mobile CRM app has right Date and tasks due, but wrong day.
It is Monday Feb 5, 2018 and my desktop is on track with that, but the Mobile app (which I uninstalled and reinstalled to try to correct) has always been a day behind. It claims today is Sunday Feb 5, 2018 basically. I thought this was a timezone or calendar issue but have not been able to correct it. Everything else seems to be working, but this has been a problem since I signed up a couple weeks ago.
Webforms Zoho (Contacts/Lead)
Hey there, new to Zoho. I am the webdeveloper for a company which wants to integrate their webservice with zoho CRM. I am not able to figure out where the data is going to be displayed on the zoho CRM which was sent by the webform. I created a webform for contacts and integrated it locally on the page. I tried some sending some dummy data to see if everything works as expected, but somehow I am not able to figure out how to activate or how to find/display the data I had sent. Help is appreciated.
Integration Salesiq and CRM
Hi, i' using CRM Plus and I do mass mailing through Zoho CRM. I want to create a field in the contact module that show me how many times the contact click on the link in the mail. In Salesiq tab of the contact, I can count the number of visit but I want to make it simple and show the total number in one field How can I do that? Thanks
Used the "email status" (Sent, Open, Bounce, etc) to update other field, send another email, take any business decision, etc.
Hello, in our business we considered the "email status" as a big big important value because we can configure and automatized a several business rules (workflows and custom function) based in each status across the time but I can't see the way to do this. Y have the "wonderful" surprise (see the irony) when I ask for the "support" people of the CRM and they told me "you can put MANUALLY the value in other field and configure a workflow or other things that you need. I ask them for a automatization
For agents by the company
hi, would like to know that, does zoho can track my field agents (200+) based on their sales? thank you Ameer Ehsan
Territory & Group Management
Hello, Is it possible to track sales pipeline Territory or Group wise? If so, is it possible to generate standard reports for all groups/territories and for individual group/territory?
Zoho CRM v2.0 API cURL
Hello, I am using the Zoho CRM v2.0 API's to insert new leads. I am using it in Wordpress and here is the below curl Request that I am using. headr = array(); $headr[] = "Authorization:Zoho-oauthtoken secretTokenHashed"; $headr[] = "Content-Type:application/json"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, "https://www.zohoapis.com/crm/v2/Leads"); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_TIMEOUT, 30); curl_setopt($crl, CURLOPT_HTTPHEADER,$headr); curl_setopt($ch,
Setting a Default Field Value
Is it possible to set a default value in a module? For example, I enter leads into the database for someone else, and would love to be able to have Zoho automatically assign them as the lead owner. But I would also need to be able to select the owner if it was another sales person's lead. I imagine that there will be other fields that companies would like to have a set value for, such as if they predominately work in their own city, or if they are actively pursuing leads in a specific industry.
Convert lead to new contact ALWAYS
Id like my workflow conversion of leads into contact to not "update" and only "duplicate" (ie - always create a new contact. The convert lead to contact button reads "If a Lead's email matches an existing Contact, instead of creating a new Contact, we will add it to the existing one. Similarly if a Lead's company name matches an existing Account, we will add it to the existing one." I want for the lead to always create a new contact. How do I do this? Thanks :)
Get the list of recently modifed records
Hi, I'm trying to get a list of recently modified records of Quotes and I getting this error: code:"INTERNAL_ERROR" details:"" message:"Internal Server Error", status:"error" Example VB.NET code : Dim request As HttpWebRequest = WebRequest.Create("https://www.zohoapis.com/crm/v2/quotes") with request .Headers.Add("Authorization", "Zoho-oauthtoken " & AccessToken) .IfModifiedSince = "2018-03-01T12:00:00+01:00" .Method = "GET" end with Using response As HttpWebResponse = CType(request.GetResponse,
How to create multiple signatures in CRM?
How to create multiple signatures in CRM?
Validation Rules Ignored if Quote is Converted to Sales Order
If my users convert a quote to a sales order my Validation Rules are ignored. For example on my Sales Order I have a SHIP DATE field which must be set upon Sales Order Creation. It works if I create a Sales order from scratch but not if I convert a Quote.
Calling through Zoho CRM Mobile app doesnt work!
My user id is 658187232.I and my 14 users have been using Zoho for 3 months, and calling on Mobile App doesnt log any calls. Though its marketed as a feature, but it doesnt work. The UI of Web is great, but the mobile appp functionalities are NIL! I have had 80 phone calls with Mobile support team but no result. Checking "scenarios" , Or-specific issue, etc are different reasons given but NO RESULT
Does calling through Zoho CRM app log calls
My user id is 658187232.I and my 14 users have been using Zoho for 3 months, and calling on Mobile App doesnt log any calls. Though its marketed as a feature, but it doesnt work. The UI of Web is great, but the mobile appp functionalities are NIL! I have had 80 phone calls with Mobile support team but no result. Checking "scenarios" , Or-specific issue, etc are different reasons given but NO RESULT
Autoupdate record when workfows have finished updating it
We are getting to 100 workflows including including a lot of fields updates and custom functions. Unfortunately it is so confusing for the regular user after making changes in the records what is there on screen is an illusion, why? because we all need to REFRESH the browser in order to see what is left after running all the "Automations". Stage changes, fields updates, dates auto populated, etc, etc, etc........ You can do a lot of Automation. What about to add a little trigger for the records to
Field change rule doesn't trigger when field is updated using zoho.crm.updateRecord in custom function
We have a scenario as follows. When an invoice is created a workflow rule is triggered and one of the actions is a custom function that updates a custom field in the invoice based on products that were purchased. There is another workflow rule that looks for a field update for the custom field. When running the custom function from the script builder a call to zoho.crm.updateRecord will cause the field change rule to run and when it is run from within the workflow rule as an action the field change
Where is the Record ID field to add to reports?
I don't see where the Record ID field is located. Need to add it to reports. For example in Accounts, no Record ID is exposed. Where is the field?
*URGENT* Cant visualize Wrokflow rules with Lock
Hey, I have two workflow rules with lock. Before the Lock i could open them, visualize them and modify them. Now with the lock whenever I open them it shows me the message: "Once edited, any changes made will be saved and the Rule will be locked again. Do you still want to edit this rule?" Then I click "Edit", and the workflow rule opens but it shows nothing. It shows a blank page, I can't visualize the rule o edit it. I attach the screen captures. We really need to edit the workflow rules with
What does the "continous" option mean in a blueprint?
What does the "continous" option mean in a blueprint?
Duplicate Invites
Our users integrate their Zoho and Office 365 calendars/events. When they create a New Event (either from the Contacts page side in Zoho or through a calendar invite in Office 365), the system(s) will send at least TWO invitations out. So our customers will get 2 emails with 2 invites, each formatted slightly different but with the same general information. Obviously no one would want to send MULTIPLE DUPLICATE invites to a customer so something must be setup wrong somewhere. Is there a setting in
Best practices around email
Hi there. Prior to Zoho CRM I used a program that allowed me to be notified if an email was NOT responded to. I could set it between 2 and 7 days. If the recipient did not open the email, then a reminder was put on my dashboard. This saved me a lot of time, more importantly, I was able to stay on top of following up on emails sent out and very little fell through the cracks. I don't see the feature in ZohoCRM, but I am curious what others are managing this. I
Customize your Kanban view
Hello folks, Last week we saw how a Kanban view could help you get a clear picture of your records' status at a glance, along with some time-saving hacks! Continuing from there, I'm going to give you another tip on Kanban view that is sure to benefit you. Customizing your Kanban View You will mostly be using the Kanban view to see all your records according to their stages in the sales pipeline, and this happens by default. But did you know that you can also create your own view for any module based
reports
How to create the report "leads per day"? I can't choose the right parameters for this report. Thanks
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