Copying a Lead to a new Custom Module (version that doesn't delete the previous lead)
Hello Zoho Forum, I received a response earlier today regarding the use of deluge script to copy a record from the Leads module and enter it into a custom module. Unfortunately, it did neither and instead, deleted the record in the Leads module. Thankfully it was only sent to the recycle bin, so I was able to recover it. Here is the script: Setup -> Customization -> Modules ->Click on module name -> Links and Buttons -> create new button -> 1. Give button name -> choose view page -> choose Writing
Use Workflow to select a layout
Hi there. I have a situation where based on the value of a picklist, I want to set they layout for a contact. I know I can't do this directly in zoho (which is bizarre), and I know I can't use layout rules to hide related lists (equally bizarre). What I am wondering is if (using a custom function?) if it is possible to assign a layout based on a field value using a triggered workflow. I don't know the scripting language well enough (at all :) ) to know if this is possible. Any thoughts from the
Need Help With API Integration
Hi, I need help in pushing data from Zoho to a 3rd Party Server using the API functionality. I have the following with me : 1. XML Script to use 2. Auth Key 3. Leads URL Have created a Workflow Rule which calls an API Webhook. Need help in understanding the following : Ø What are the specific settings in the API Webhook (where to put the URL, XML, Auth Key etc) that we need to set so that every time the workflow rule is triggered, the API pushes the data to the 3rd party server
Where to edit Event Labels?
Hi, Can you help where can I edit all of Event Labels. Because in list view there is submenu option: "Edit Labels" but there can you editing only Task Labels. Thanks
Associate 3rd party senders to a Contact or Lead?
We receive a lot of emails associated with leads and contacts from other senders- third party vendors, forwarded emails etc. that do not have the Lead/Contacts email as the "sender" but that we want to link to a specific record. This is a huge part of our business and our interactions with customers. The outlook plugin will only work if a Lead/Contact is the sender. How am I am able to forward or associate an email to a Lead or Contact in my Zoho Data base from another sender?Pipedrive would create
How do i do mass documents upload?
How I do a mass docuemts upload on Zoho CRM or Zoho Projects?
Copying a Lead to a new Custom Module
Hi there, I found a deluge script in this forum from another user who wanted to take a lead and move that lead to a custom module. However, the user wanted to list the copied lead as a dead lead. We do not want to do that. I have edited the deluge script to match our needs more or less, I think. However, when I "Save & Execute Script" the compiler finds an error on line 3. Please see below for the deluge script we are using. The issue starts with "{" If I remove lines 1 and 2 another issue comes
Can users act as proxys
Hello, Here is my question: Is it possible for a user to enter data on behalf of another user without signing into their account? i.e. Jane can make changes as Derek in Zoho CRM from within her own account. Essentially, is it possible to configure a user as a proxy? Please advise. Thanks
Possible to send a text message from within Zoho CRM using Twilio?
Is it possible to send a text message to a contact or lead from Zoho using Twilio? If so, please provide a link to the instructions.
IMAP Failing with one user
I have stopped receiving responses from Zoho support (via email requests) on this issue and am now frustrated and desperate. If anyone out there can help with this, it would be much appreciated. I have a user who can’t get his emails to show up in Zoho. Before he started with our company, his company used Zoho for their CRM. Our companies merged and he changed his email in his old company's Zoho setup to our email account. After a year or so, we decided to use Zoho for our sales force. We recently
API Access for SAML-Authenticated Connected Application
Is there a way to automatically generate an API token for a user when they authenticate against a connected application? It seems like very bad UX to have an extension get installed, the user to authenticate using SAML, then have to go back and create an API token so my app can access their data. My application needs to process data server-side so the API is getting called from the server, not through the client SDK. Is there a better way to approach this?
SAML Authentication in CRM Developer Sandbox
I have been attempting to get a connected application working with SAML authentication. I was able to get SAML authentication working fine when I published my application and installed it in a CRM free trial account, but as a developer I would like to be able to use the "Test your Extension" sandbox to test SAML authentication without having to publish development work. This does not seem to function. Currently, I have a Web Tab defined in my extension which contains my externally-hosted connected
How to schedule more than 5 emails from a workflow in Zoho CRM?
Hello everyone!Following up with your clients in CRM makes it different from a normal database management system, especially when the follow-ups are automated. Let's consider a business scenario in which there is a website about the product that the company sells. The product is going to be a tour package. Let's say the client submits a form and a deal is created and invoice is generated. Finally, the deal is closed won. Now, if the admin is willing to send out scheduled emails for all the clients
Trying to create new task however priority filed has no values!
Hello I am trying to create a new work flow, whenever there is a new assignee for a lead, then an automatic task should be option for the new assignee, however whenever I am trying to create this task, i can see that i have to choose the Priority value, and in this field there are no available options to select, how can we solve this? See the screenshot here: http://prntscr.com/hhmosj Thanks.
Contacts view for customers
Hi, how do I set a view under contacts to show only customers? Defining customers the Contacts with an associated Potential with stage closed-won. Another definition for customer can be the Contacts with associated Account with Account Type = Customer So basically how to create a view under contacts filtering fields in the associated Account or Potential. thanks, Umberto
Knowing what was modified? and/or setting a date field with a multiple selection field.
In Opportunities, my company has created a multiple selection field called "Steps Taken." The user selects all of the options that apply and save. I want to know the date each of these selections was added. Is that possible? The API can tell me when something was modified, but I don't see where it tells me WHAT was modified. -M.Epler PS - if it is not feasible to get the date or know what was modified, how might we design this field better in our CRM to capture that data? Thanks!
How to manually dial out from Zoho Support using Twilio
I have integrated my Twilio number and built the IVR and tested and works fine receiving calls. I am also able to dial out to any account I have intergrated via my CRM using the green telephone button. My question is - how would I dial a new number that isnt part of the CRM database? So is it possible to show a keypad of numbers to manually dial out to a number? (I do not want to have to create a contact to do this due to fast paced nature of my service environment) Many thanks M
Hello , I have response data of zoho's survey. by using this data how can i create zoho crm professional trail account automatically?
Hello , I have response data of zoho's survey. by using this data how can i create zoho-crm professional trail account automatically of customers?
Many-to-many contact relationship
I am trying to create a Relationships module that relates contacts to each other. I need to be able to track Contact1 is a friend of Contact2 and have this appear in a related list for both contacts. I created a new module called Relationships with 4 fields: 1. Relationship ID, 2. Relationship Type (picklist for friend, family, coworker, etc.); 3. Contact Information (Contact lookup); and 4. Related Contact (Contact lookup). This works, except it's not really bi-directional. There are 2 different
Ability to Rerun a workflow on a module entry
Does anyone know if it is possible to create a link or button to re-run a workflow on a particular record. A) Would be handy for debugging B) Sometimes my workflows fail due to an integrity error within my data. If I have been unable to track it and stop it in the code through error trapping..... it would be very useful to rerun the workflow against the record. Any ideas? Thanks
Ask receipt ZOHO CRM
Hi, I have been reading that you wanted to implement a ask receipt button for emails sent from Zoho CRM. Is it working already? Cheers, Fred
Using values from other fields to create report criteria
I have a report that returns me the contacts for whom my email campaign bounced. So "Campaign status = bounced". Of course, when I update that person's email address, they still appear on the report because "bounced" was the value at the time. How could I add another part to the filter that says "if record is modified after campaign send date". I have looked at all of the modified sort of fields, but for the criteria I can only enter an actual point in time. I want to run this report each time I
Automatically Enter Leads Into Zoho CRM
Hi there, I have put together a post in the Mail forum a month ago (https://help.zoho.com/portal/en/community/topic/auto-fill-name-when-entering-crm-lead-from-zoho-mail), but I think it might help to have the CRM team to reply here as well. In the old mail version, the First name and Last name fields used to auto-fill when adding an email as a lead. However, in the new version I don't know how to do that. I keep having to type every name manually. Any way to automatically fill names when clicking
Map multiple Accounts for single Deal
Hello, My company operates in the construction industry and often associates more than one client for a single deal (i.e. General Contractor, Developer, and Architect....all associated and billed by my company for services). I have seen similar questions from years past, but was wondering if there was a way to map multiple Accounts to a single deal so all communication and changes feed into the according timelines. I have added custom fields within Accounts named "Is General Contractor on:" & "
Google Calendar issue
Hi, Having an issue with our calendar sync (I think). We keep getting duplicate events within Zoho CRM. Additionally, we will see that these events are showing created by Person B - when in reality they were created by Person A in Zoho. I think I know why this issue is occuring.... we have a two-way sync between our users and their google calendars. Our company shares our google calendars with each other as well. So I think when users navigate within GCalendar and turn their coworkers calendar views
Title for Contacs in Account View
Is there a way to have the contacts title listed in the Account View? I have to tap throu each contact to find out who the CFO is?!? Is there a way to indicate who the primary contact is on an account?
Is any one API call there for update particular field from entire records?
Hi, I working on a task of a consumer portal. My scenario is to get cases from logged in customers by their email id. I mapped tickets by their email ID. If they suppose to change their email ID means, that'll be big trouble to get submitted cases. Can anyone know the API call for changing the email IDs in entire records for that particular customer? (update record by email lD value instead of ID)
Using Zoho CRM for loans/pawns business
Hi, I'm configuring Zoho CRM, but the products module doesn't fit my business requirements. I want to be able to associate to each client a loan/pawn system. So, for the "products" module, the price is variable depending on the amount on cash the client demands. It's possible to do something like this? Also, Zoho Suscriptions integration sounds good for charging them monthly, but the clients is who sets the day of charge (it can be different from month to month) and also the amount that he wants
Deals - Multiple businesses. Multiple processes. One CRM ?
We are an Email Marketing start-up with multiple clients. We do email marketing on behalf of our clients. We generate leads, run email campaigns, and setup demos for the Client's Sales Teams. I have a question in this regard - How to setup different processes for different clients? - Client specific Leads/Contacts have to be selected from the main leads/contacts data. - Client specific sales funnel has to be established I found a related link - https://www.zoho.com/crm/customization/page-layouts.html
Email Merge with merged PDF Document
I think I can do this with Panda Docs but only one contact at a time. In Zoho CRM can only do a email template merge or document template merge, but not both. Need a check box to include PDF copy and ability to do this for many contacts in a view and not just one at a time. Possible?
Office 365 Integration
Is anyone successfully using the integration between Zoho CRM and Office 365? https://www.zoho.com/crm/help/office365/ We have tried to enable it but experienced a strange glitch that was repeatedly triggering workflow automations to run on contact records over and over again causing us to reach our daily limit of workflow rules. Zoho's developers have been looking into this for a bit now. I just wanted to see if anyone else was having an issue with this integration or if you're successfully using
Custom View Menu Zoho CRM on Android
HI i want to custom view in left menu on android it is possible? can i hide or show the menu? one more question, Campaign menu is disappear in App, but my custom module is appear? how can i appear the campaign menu?
What will happen to my datetime fields with British Summer Time (BST)?
Hi I have just noticed that the datetime fields vary depending upon the user's timezone. We have events booked in with a start date/time and end date/time. These events are booked up to a year in the future. If I book a November event today (in BST) with a start time of 8AM, what time will this field show in November (winter time)? It MUST stay as 8AM. Please can you advise what the datetime would show in November - 8AM or 7AM?
Can you find a list of contact whom you recently send an email to via a mass email macro?
A user sent off a bunch of emails this morning (30 or so) using a macro and now we want to figure out who they were later in the day. Is there a record of some sort in the CRM? Thanks!
Associating ZOHO Froms to my Products...
I am a travel agent and have just started with Zoho... We carry groups of golfers from the US to the UK.. We create our trips as a Product.. Passengers can then be added to this product.. I want to send a link to a ZOHO form that will be linked to one specific product(tour) so that when potential clients fill in this form they are automatically added to that specific product... IS THIS POSSIBLE..... I would really like to know before i go and subscribe to forms... Many thanks in advance.. Craig
change the mesurement unit
Hi i work in real estate and our objective are based on rented squarefoot. How can i have my pipeline represented by squarefoot units? Thanks
How do you measure deal velocity?
Many times the deal stage is updated after the fact. The problem is the deal stage date is the date the deal stage is changed with no ability to edit it. Also if there is a mistake there is no way to delete it. The below thread indicates stage history of a deal can not be edited. https://help.zoho.com/portal/en/community/topic/how-do-i-edit-modify-stage-history The only solution I could come up with is to have date fields for each stage or create a deal stage module so it is a related list that could
Linking Zoho Creator Apps with CRM then create Workflow rules
Is it possible to create workflow rules on Zoho Creator app in Zoho CRM, after linking the app with CRM?if yes, then how?
Format isses when sending an email campaign to Outlook
Hi Guys, I've created a email campaign and when it goes sent to Outlook 11 it losses all of the format. Do you know why this might happen? Cheers Rachel
About invoice
I'd like to sort item in Product Details. What would be a good way to do it?
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