Can this be used to create a new CONTACT from an email in zoho mail?
Re: 2 MODULES UPDATE RECORDS - I really need help, please! 1 month ago Accept my apologies for not getting back right away Pedro. This can be accomplished through Custom function.
Note: You can use this sample code for all modules provided you change the module names and field names as per your requirement.
Create Contacts from Custom Module : Setup ->Automation -> Actions -> Custom functions - > Configure Custom Function -> write your own -> 1) Choose the respective module name. 2) Give custom
Custom Button - Run Custom function Openurl() iframe
Hello, I've been trying for the last our to create a button on Zoho CRM. I succeeded in doing this but I cannot for the life of me get this working with an iframe. openUrl("http://www.google.com","new window"); This works, but in my custom function, this using "iframe" does not. What is the exact function I have to use so when the button is clicked, an iframe pops up within the crm? openUrl("http://google.com","iframe","googleiframe") Can anyone please help?
Issues Mail Merging
Hello! It seems as though Zoho has changed their mail merge fields so all the templates I've created and uploaded now are not merging correctly and I'm getting errors saying those fields don't exist anymore...I even deleted and re-downloaded the Zoho MS Word Add on and Internet Explorer Add on to try two different ways of mail merging documents, and I am still having issues. Also, it seems that even when I created a new mail merge document today and complete the mail merge, it only allows Time New
Question on sharing information from Custom Modules to Deal
We are a small construction company. I have set up separate modules for initial job inspections, production inspections, and completion inspections. All inspections are associated with a Deal and shown in Related Lists. Question - What is the best way to pull specific information from these custom modules. Ex - pull gutter measurements from the Initial inspection report and email in template form to gutter installer. - pull roofing quantities from initial inspection report and send to Quoting
gmail account smtp does not work
Where re the smtp settings and password stored? The system directs me to zoho mail but I cannot where to set the smpt settings.
turn off social
Hi yes i know the power of social networks! but we have zero interest in seeing them at the bottom of our contact pages can they be turned off.
how do I make calls in ZOHO? Changing lead status in ZOHO
How do I make calls in ZOHO? How do I change the status of a lead to NOT INTERESTED?
Add an option for Mass Update to avoid changing the "Modified By" information
As everybody know, workflows, blueprints among others have to be triggered by Mass Updates some times, like when you change or create them. So the "workaround" for this is to mass update something on ALL records. Problem: is that any Mass Update changes the "Modified By" information. "Modified By" information is to see when a regular user changes something. Now, if a user goes to a Lead 1 year old and it is there "Modified By" an admin and yesterday (because there was a new workflow and did run a
How to restrict a sales person to create a contact without creating a lead? #19
Hello ! It's wednesday and we are again back with this week's hack. When you run a business we all know how important are the leads as they only eventually become contacts and generate revenue. You might have certain metrics to be satisfied for a lead to become a contact and you would want your sales team to convert those leads alone as contacts and must not allow them to directly create contacts. How to do this ? Please go to setup --> Users and controls --> Profiles --> Click on Contacts and disable
Auto-Delete Contact & linked records after XX Years
Hi there, how would one ensure that personal details (stored under Contacts) and all linked records (potentials etc..) are removed after a certain amount of time / inactivity?
How can I get list of attachments that are attached from zoho docs?
So, basically when I'am requesting a list of attachments like this: https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=xxxx&scope=crmapi&parentModule=Potentials&id=xxxx I get an error: "There is no data to show". There are attachments from the zoho docs though. If I add files directly API call works fine. How do I get list of zoho docs attachments?
Workflow based on Discount %
How can I create a workflow based on a discount percent, not amount?
Custom View
Hi, I would like to create a custom view under Contacts based on a filter from the Account page, ie a list of all my contacts from a specific industry. How to do that? Thanks Best, Soline
How to Delete Image uploaded to Email Template
Hi I want to delete an image that was uploaded while creating an Email template, for some reason as of Dec 01 we were unable to add image by hyperlink so we uploaded them to Zoho instead, be we need to make a correction to some of the emails already sent, and the best way is by replacing that image. but i see no way to find any uploaded images in my account. please help
Separating Sections of a Layout
A big challenge with the new Zoho layouts is finding fields on a page. We have many sections and the old version separated different sections by color making it easy to find a section and then the field. The new Zoho "Clean" look, the entire View is white and after many months of using the new version still have the same problem. I spoke with Zoho support in the past and they said this was on a Roadmap to completed this past Summer... Is this still on the Roadmap??
Managing Leads & Deals when selling both Direct and Indirect
Hi there, In our business, we deal directly with Customers, however sometimes the transactions are direct, and other times they are via Partners who on-sell our service to the Customer. Should we create all our Leads and Deals based on the Customer for consistency? If so, how do you capture the details that there was a Partner involved in the Deal On a 2nd note, if we are engaging with 3 or 4 people from the same company, do we just limit it to one person as a Lead? When do we add the other contacts
Zoho Connectors
Hi Has anybody any advice on a Zoho Connectors so we can connect SQL Server to a Zoho CRM cloud database? i.e. SSIS/SSRS Does anybody have any recommendations with the best way to achieve this? Thanks Dave
Prices in quotes are justifying over two lines when exported
Hi, for some reason, when the prices in the quote are over 10,000.00 in value then the field moves the number below the currency value ie if the price is 999.99 the out put is £999.99 if it goes over the number then the output shows as £ 10,000.00 how can i force the field to resize correctly (note that the form is fine, it just happens when we try to export it to pdf to send it out
Strange chat behavior
Today i had embedded a webform into https://www.livecati.com/contact-us/ and i realized i could chat with website visitors from the Zoho bar. I haven't installed any chat code, so I'm confused how this is possible. It's awesome, but odd!
API CALLS FIX FOR EUROPEAN CUSTOMERS
Use zoho.com in your API url calls not zoho.eu Zoho team needs to clarify all this .... cf my post on getSearchRecordsByPDC or getRelatedRecord ISSUE
How to get Table in Inventory Template to fit page when Landscape
Hello, I cannot get my Product table in an Inventory Template to fit the page when I export to a landscape PDF. Can anyone help?
Is deduplication broken?
I imported a bunch of new accounts this morning from Excel. There were some duplicates, so I ran the deduplicate command. Three times, all failed. I deleted all the new accounts I'd added and tried again. Also failed. Has someone broken it? Jeff
"there is no data to show" retrieving data from CRM based on zcrm_account_id retrieved form books
I have some code (dot net) in which I retrieve invoices from Books. I retrieve the vale zcrm_account_id. I then do a call like this: https://crm.zoho.com/crm/private/xml/Accounts/getRecordById?authtoken=SomeValue&scope=crmapi&id=RetreivedValueOfzcrm_account_id but get "there is no data to show" returned. ANy suggestions for what I am doing wrong?
Can previous states be evaluated in workflow conditions? and are formulas for workflow conditions coming soon?
We are coming from Salesforce and we need to setup workflows sending an email when the Deal Stage changes to a value FROM a specific value. For example, when the Stage goes to Qualified ONLY when it WAS Rejected before. Is it possible for the condition to evaluate what a field WAS somehow? Even if the Workflow is setup to run always when the record is edited, can a Custom Function evaluate the "PREVIOUS" state of the Stage. In Salesforce the workflow condition can be determined by a formula where
Link to Mail Merge
From a custom module, is there a simple One Click URL that can be assigned to a button so that it links to a mail merge document/template. i.e. Module called 'Delivery Note' Can I have a button 'View Delivery Note' that passes in the ID and the Template Name, so the user has instant access to the merged document? Thanks Joe
processes & reports
We need custom help with some processes and reporting... Can you let me know someone whom could spend time with us for hire, of course, to help us improve our system and reporting? Thanks
Multi Currency Quotation
Hello, We are using Zoho CRM and we are in to supply chain and logistics where one quotation will have multiple currencies at line level. as of now, the quotation can be generated at header level currency in Zoho CRM. Is there any way to achieve this with zoho crm quotation module or other third party applications? Kindly help. Thanks
Deleting users from CRM account
Hello if I delete users from CRM, what happens to the emails for those users that appear in a Contacts Emails - under the drop down list of ZMail Public Users
SalesIQ Visit Tab not visible
Hello, I have enabled the SalesIQ integration. I do get new leads in my CRM with Visitor information, however the Visit Tab is not there, as specified here: https://www.zoho.com/crm/help/zoho-salesiq/tracking-visitors.html#Using_Visits_Tab The integration in active and works... But there is simply no Visit Tab! What can I do to access the Visit Tab? I am the admin. All modules are visible. Thanks, Benoit
Exporting Quote Issues
When we are quoting we see all our products, we we export the quote to a PDF half our products are missing - Why is this happening? Its only happening with some of our staff.
Importing customers
We are starting new with Zoho and have a list of past clients I wish to import into Zoho CRM. Which module do I import then into? Do I import them as leads and then convert them all into accounts and contacts, or do I import them as a contact and then allocate an account to them? Your help is much appreciated.
Year() not outputing data
I have created a formula field to extract the year from a date. I did this in a new section within a new layout (hence, not Standard Layout). The formula is: Year(${Enquiries.Enquiry Date}) But there is no output in my data when I select the field for my output. Shouldn't it show the calculated result of the data? Thanks.
Doubt: Management diferents ecommerces with one unique account.
HI! I am starting to organize my CRM project and I have a big doubt. I have several ecommerce sites. Each one of them is completely different from each other. I could open an account for each site but I don´t want this. I wanted to have a single account and since I managed all the clients of diferent ecommerce. How can I do? I do not mind having a premium account if this fixes my problem. I hope you can help me. Best regeards, Joseph
Module Association after Lead converted to Contact
I've set our Form entries to be entered as records in a custom module. What I'd like is for the record to associate automatically with the lead or contact that matches the email address on the form. Then if that lead is converted to a contact the record association would continue on.
Insert/Update Lead from XML
Buenas tardes, Tengo datos de clientes en XML y me gustaría saber si hay alguna forma de automatizar la inserción en CRM. Los archivos XML están alojados en una PC local. Gracias por adelantado. Atentamente.
Webform to select checkbox
Hi, I was wondering if anyone knew a simple way to allow a user to select a tickbox via a webform, I have already used the unsubscibe one but I wish to create a second tickbox selection. Is this possible? If so how do I do it? I have been looking online but there isn't a lot of information there
convert lead to contact facing issues
I want to convert a lead to contact. Using this URL: https://crm.zoho.com/crm/private/json/Leads/convertLead?authtoken=myauthtoken&scope=crmapi&leadId=2847269000000418119&xmlData= XML Data: <Potentials><row no="1"><option val="createPotential">false</option><option val="assignTo">mymailid@gmail.com</option><option val="notifyLeadOwner">true</option><option val="notifyNewEntityOwner">true</option></row></Potentials> Response got from server: {"response": {"uri":"/crm/private/json/Leads/convertLead","error":
API getrecord on account seems limited to 20 lines
Hi, I wanted to retrieve all the account by using the following URL: https://crm.zoho.com/crm/private/xml/Accounts/getRecords?authtoken=XXXXXX&scope=crmapi&selectColumns=Accounts(ACCOUNTID,Account Name,Groupe)" However, it seems to retrieve only 20 accounts with all the values and not only the accountid, name and groupe. Can you please explain why? Thanks, Stanislas
Community Digest - November 2017
Hi folks! Below, is the gist of all that's been happening in the world of Zoho CRM the past month. November's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions and more. Community Learning Series: Ask the Experts: Thank you users for the active participation in last month's, " Ask the Experts " session once again. The session was centered around ' Workflow automation in Zoho CRM '. Our experts were kept on their toes by the overwhelming response
Focus Group #1: Tags in Zoho CRM
Hello All! Owing to popular request from our community, we at Zoho CRM, have implemented the ''Tag contacts'' feature and it's now in the testing phase. Happy to let you know that it will indubitably be available soon :). As a prelude to the general availability, we're premiering this feature to a small group of users including those who'd expressed the need earlier. Join this premiere and get to know: How tagging helps sort, filter, and segment records. How tags can be used as descriptive categories
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