Inserting record in lead
Hi there, i am new to zoho crm api, While Inserting record in lead, in the xml data if i removed the row tag and tried to post. the result response was like this "<response uri="/crm/private/xml/Leads/insertRecords"> <result> <message>Record(s) added successfully</message> </result> </response> ", but i didn't found that record in lead module. is this the right way to do this
Selecting Search results no longer opens new Tab
As the title says, when selecting a search result from the drop-down options no longer opens a new tab. I was talking with somebody in Zoho Chat this morning and apparently this is a change Zoho made. They said they would notify their developers. I'm very disappointed in this change, and so are all the users at my company. Being able to stay on your current tab and open a new tab is a very good and productive option. I don't see why they would take this away; at least give us the option to choose
Community Digest - January 2018
Hey folks! January has come to an end and here's a recap of the highlights of the month. You'll find some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. Also, as many of you might have already noticed, the Community has transitioned its platform to Zoho Desk. The powerful software brings together an appealing and user-friendly UI. If you haven't taken a look at the all new Zoho Community platform, check it out here! Community learning series:
Input on PhoneBridge Service for Zoho CRM
Hello. I am looking for feedback on a PhoneBridge provider to use with Zoho. Any feedback - good/bad with service or cost with these? Thanks in advance!
Great Plaines integration
Does ZOHO integrate with MS Great Plaines accounting software?
Contacts
My needs are to have contacts organized alphabetically by Last name and be able to print etc. Currently sorting options are ascending/descending by First Name, how can I change and keep as default?
Deals this month vs same month last year
Is there a way to create a report that shows deals closed this month (with subtotal) vs. the same month prior year? And would this require the Zoho Reports add-on?
Former Employment History and Using as a Related List
We are a Professional Services firm wherein our BD efforts are often driven by establishing tangible links between current "targets" and our existing clients or contacts. For this reason it is crucial that we can maintain data on former employment (and other items) as our client contacts often move from one firm to another which actually creates new opportunities for us. Though I realize I can create a picklist or checkbox to segregate which contacts are current or former employees, but I do NOT
CRM Hack #25 : Adding a numeric formula field when the number of permissible numeric fields is exhausted.
Dear Users, Formula field is an extremely useful utility in Zoho CRM. It does the required calculations in the back-end thereby saving the hassle of performing them manually. Formula fields are mostly numeric and the hack I’m demonstrating today is a suggested workaround for a limitation faced by quiet a few of our customers.The hack is applicable for the professional and enterprise CRM editions and I'm sure you'd find it useful. Adding an extra numeric formula field when the number of permissible
LEAD Ownership
Is there a way that you can MASS UPDATE the Lead Owner Field? I am importing from a CSV thousands of leads and I would like to assign them in bulk to certain saile people. Is there a way to either MASS UPDATE or even better, how do I know what LEAD OWNER ID to enter for a specific person? Is it a number? I tried thier names and that does not work, it seems to ignore it and still assign me as the owner since I imported those leads.
CRM Spam
I am getting quit a bit of spam on my CRM form any suggestions?
Sorting Contacts alphabetically by Last Name
How can I sort contacts by Last Name and make default for printing etc.? Current default options are Ascending/Descending only by First Name.
NO ME PERMITE GUARDAR CAMBIOS.
Hola, he estado teniendo muchos problemas para guardar cambios en mi cuenta de ZOHO CRM. Puedo acceder, pero al momento de guardar un nuevo contacto, cuenta, actividades, etc... No me permite guardarlos, al dar clic en guardar la pantalla se queda congelada. Lleva varios días este problema, a veces funciona pero mayormente no. ¿Hay algo que pueda hacer? Gracias.
Ask the Experts: Q&A session on Blueprint in Zoho CRM
Hey folks! Welcome to the first Ask the Experts session of 2018! We're kicking off this year with one of Zoho CRM community's most popular topics—Blueprint. Blueprint is one of Zoho CRM’s most efficient features:It helps you design and define your sales process at every stage. The simple drag-and-drop interface makes it simpler and easier to visualize your process flow. Blueprint covers everything an user will need to move from step to step, and it bundles the configuration neatly. If you've
Nested IF Statements with && for determining IF greater than and less then help please
I have a currency field in Potentials called 'Initial Opportunity Value'. I'm wanting to create a new formula field that gives a simple number score, based on a banding of values for which the 'Initial Opportunity Value' will be populated. So: If Potentials.Initial Opportunity Value is greater than or equal to £1 & less than or equal to £2500 then equals 1 OR If Potentials.Initial Opportunity Value is greater than £2500 & less than or equal to £10000 then equals 2 OR If Potentials.Initial Opportunity
Impossible to build views across multiple modules
We have been testing ZOHO ONE and were quite impressed with the functions. Generally it would offer all feature we need. Even if not really integrated with other modules (see e.g. CRM and Campaigns) we think ZOHHO is on a good way. What we can´t understand (and which is a complete show stopper for us) that it isn´t possible to retrieve data across various modules or even related lists within the CRM. It is not possible to select all Contacts, with a sales order greater 10,000 AND with no open tickets
Calculations based on If Statements from dropdown field
Hi Zoho, I have a calculation that I need done only if a certain drop down field is selection (Yes/No option). For example: Drop down field - Is this a VAT customer? Yes/No If Yes: Amount = 100 VAT Amount = Amount - (Amount / 1.19) Net Amount = Amount - (Amount - (Amount / 1.19) If No Amount = 100 VAT Amount = 0 Net Amount = Amount Do you have any suggestions how I can reach this result? Thank you
sync scheduled calls with office 365 calendar
need to have scheduled calls sync with office 365 calendar just like events do.
sync tasks with office 365 calendar just like events
Need to have tasks sync with office 365 calendar just like events. This is one of the biggest request we get from users. Tasks are nice because they have a completed or not started status that stays open unless manually touched (where as events automatically close once the time has passed). recognize you will need to add an optional time field to the task instead of just date.
Potential: Making Required Fields only when Closed Won
What I'd like to do is set the custom fields "start date" and "end date" required when the work is set to "Closed Won". Is this possible? Thanks Andrew
How to set up automatic contacts synchronization throughout the entire ZOHO-One platform?
I assume there is a way to set up ZOHO-One in order for it to automatically synchronize contacts throughout the entire platform (among which Mail, Connect, CRM, Desk, Books, Contact Manager, Projects, etc.) but I am unable to find it. Can someone please direct me to instructions on how to do this? The same question I have about documents, and notes, and ... well, everything! Shouldn't everything synchronize in an integrated platform? Now I receive a file attachment in an email which I need in ZOHO-Connect.
Hi ! I have a question about the Kanban view
I have implemented 2 layouts for my Transaction folder : Seller's Timeline and Buyer's Timeline (I am a real estate agent). The problem is that I see both layouts in the timeline view even though I select only one layout at a time (either the Seller's Timeline or the Buyer's Timeline. ; first the Seller Timeline (every stage is showing) and then the Buyer Timeline (again all stages are showing) as I scroll to the right. How can I correct this please ? Thanks
CRM account lost connection with my company.
Hi Sir, My CRM account lost the connection with my company. My boss can't control my CRM account. My account role is CEO. (It seems we create two the same company name's databases in CRM.) I want to delete my CRM account and rebuild it. The tip told me that my account is controlling by ZOHO People. My boss deletes my account by ZOHO People. But I still can use CRM. And my account still read another company database.(Create by me) Could you tell me that how do I delete my CRM account? Or could you
zFinance: Unable to email estimate from CRM unless contact is already in CRM
Scenario: I've created an estimate for an account in CRM (using zFinance). I've been asked to email a copy to person X who is not in the CRM. My first thought is to go to the estimate and click SEND and then enter the email address in the TO box... but
Tip #30: Run Macros to Save Time on Routine Tasks
Hi everyone, It's Thursday again and I am back with a cool tip today on creating Macros. As sales reps, you meet customers every day. And after every visit, you do a set of actions in your CRM account like: You send an email to your customer to thank them for their time. You update the lead status as contacted. You also create a task to call and follow-up with the lead in 2 days. That's just one example. You may have a set of actions similarly, that you perform frequently to some records. These
Can contact only be on one Mailchimp List?
Hi, I am installing the mailchimp app (extension?) to sync mailchimp to zoho crm. The functionality that I want is to be able to manage mailchimp lists in zoho, then sync to mailchimp. So, if I get a new Newsletter contact, I want to add them into Zoho, then add them to a mailchimp list (in zoho), then sync it to mailchimp. The problem I am having is if I want someone to be on two lists. I have one list for newsletter, and another for webinars invites. If I add someone that is CURRENTLY on the
Disjointed process
Our workflow is somewhat disjointed in ZOHO and would love to see if there is a better way. Right now we are using a custom Form(ZOHO Forms) for contract signing and initial payment. We then switch to Zoho Subscriptions to create the ongoing monthly fee/agreement. None of this integrates to Books or CRM
How to trigger a custom function in case of different page layouts? #24
Hello everyone. I’m sure you’d agree that Page Layouts in Zoho CRM is of immense help for businesses involving multiple products and (or) services. It helps avoid the hassle of creating multiple CRM modules thereby helping your overcome redundant data tracking. Take for example an insurance agency that offers variety of insurance services like health, life and automobile insurances. Instead of creating separate modules for each of these services, you just have to create 3 layouts. For every new
Can Zoho do this for me?
Hi We provide three basic services, project time, monthly recurring charges and part sales. These have different margins and different impacts. For example, project time needs managing and scheduling so one team is interested in that. Monthly recurring costs often involved recruiting new staff on contracts at short notice, so a different team is interested in that so that they can plan the recruitment. Testing out Zoho I can see that I can create new items for a quote, and do price books, but I also
Custom function creating event but adding 6 hours to event start time?
Everything in my function works properly except it keeps adding 6 hours to my start time. The event start date and time come from a custom date field in my Lead Record. I know this has been asked before but the solution provided didn't seem to work for me. The event date/time in my lead record field is named 'Product Demo'. My code is below. void new_event_demo (int leadId, date product_demo, string meeting_id, string meeting_url ) leadDetails = zoho.crm.getRecordById("Leads",input.leadId);
Custom Modules and Zoho Mobile
Are the custom modules I created supposed to show in Zoho Mobile ? I created a couple a custom modules but none of them are showing on the Android Zoho CRM phone app. Thanks
Sending Data from CRM to Books
I'm trying to send a date field from CRM to Books but I keep getting an error saying its an improper statement. I can't see any issues with the below. Below is the custom function in CRM designed to update a date field on a sales order when a potential is edited in CRM Date = input.LiveDate; organizationID = input.OrgID; salesorderID = input.SalesOrderID; OrdRSP = zoho.books.updateRecord("Salesorders", organizationID.toString(), salesorderID.toString(), {"custom_fields":{{"customfield_id":"95687000003461005",
lead's duplicate through email "Domain"?
Hi, is it possible to check for email "domain" duplication while creating the lead? Scenario example: Sales 1: add's a lead from company XXX and used email : john@xxx.com two days later: sales 2: adds another lead from the same company but used a different email with the same email malcom@xxx.com this is considered to us as duplicate lead (since they're both the same account)... how can we overcome this challenge? or at least notfiy the sales 2 guy that there is an existing domain same as you're
DAta transfer
We have a custom app in creator but it would better serve us if it was a module in the crm. It links back to our crm anyway. Is there away of bringing that data over and cpmeeping the correct links. I have had a go but cannoypt get it to work?
How can I automatically change lead status after sending an email?
Dear Zoho CRM, Sorry for being a newbie, I just made a campaign and sent mass emails. How do I change the lead status into "attempted contacted" instead of being empty? I wish Zoho asks you a question of "would you like to change the lead status" after you emailed them without searching for things manually.
Filter
New to Zoho CRM. How do create a view to filter Contacts based on NULL fields?
Adding one contact to multiple accounts
Good morning, we are currently evaluating the ZOHO CRM solution. Within this process, we have run into a problem: We cannot associate one person (contact) to multiple TOYOTA dealerships (accounts). Many of our dealerships are run with one CEO to n locations. This is a BASIC requirement, that apparently has been adressed over 3 years ago within your support forum, but you seem to be neither working on a solution nor do you seem to care. The latest reply 4 months ago was: I am able to understand your
Zoho Contacts on Iphone
I have tried syncing my contacts to my phone from exchange server. However it only pulls the contact email address not the contacts phone number. Can this be fixed. I do call out of CRM app to track calls and get contact information however There is no way to know who is calling me when the phone. As the caller ID is blank. Is there a way to route all incoming calls through Zoho CRM App? So i can capture incoming calls.
Formula for # of days between dates but leave blank if null
I have formula that calculates the # of days between dates. However I want it to be blank if the date fields are NULL
Formula for # of days between dates but leave blank if null
Datecomp(${UMA Cares.Closure_Date},${UMA Cares.Created Date})/60/24 This formula works great, but I want the field blank if date field is NULL
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