Email Custom Record-Level Sharing setup
A users email is set to Custom Record-Level Sharing. When they click share email on an individual record where is that information stored? Do I have access to it via workflow or API? Regards, Glenn
Associate existing Outlook emails
I will soon be importing Accounts and Contacts into ZOHO. I'll be using Outlook IMAP integration going forward. What is the best way to associate ALLexisting email in Outlook with the respective Contact record in CRM?
Can Zoho Campaign results trigger automation in CRM?
We run many campaigns and I want to be able to trigger workflow automation into CRM from the opens and clicks within Campaigns. Is this possible?
Basic Sales User Inquiry
Hi, I am a new Zoho CRM user and I'm trying to get acclimated. I am scheduled to participate in the CRM overview this afternoon. However, I would like to know about a few basic tasks I'm trying to do: - How to: Create a template outbound email for account and lead contacts with my company signature - How to: Capture previous inbound and outbound emails sent via MS Outlook or Gmail. Please advise. Thank you. Rob W.
I want to know all of the main topic
I am the new user to the Zoho CRM and i want to know all of this Automating workflow rules, and webhooks Trigger pre-defined emails and how could affect to my prospects? Trigger actions in third-party applications especially synchronizing between Zoho and Mailchimp, to do that do i need the paid version of the mailchimp? And how can i determine my document tracking? That's suppose in Zoho CRM right? Last How can I know that the prospects i sent emails to how can i know that if they don't read my
Custom Button to Populate Date Field
Completely new to Zoho, and am just starting to get my feet wet with custom buttons and scripts. So apologies in advance for the n00b question, but I've been pouring over documentation and the forum and just can't find the answer I'm looking for. Likely because it's that basic. I'd like to create a custom button that simply fills a date field (e.g. "Requested On") with the current date, for a Lead. I'm only sort of grasping the syntax, and am failing miserably otherwise. Any guidance that might help
Tip #23: Mapping dependency fields.
Hello! Today's tip is based on dependency fields that helps you reduce clutter. Many a time, a picklist field’s values are so many that it gets difficult to find the right one when needed. A very common example would be that of the Country and State picklist fields. Imagine if you had an entire list of countries and also a full list of all the States to find and choose one. How tedious and confusing that would be! But that is not how we have it! We generally select a Country and the relevant State
Black Friday Bonanza: Share your sales story and win $25!
With Thanksgiving, And Black Friday coming your way, Let's skip the gravy And get right down to turkey. Let go of failures And focus on deal closures. Revel in merriment Be this, a testament To great sales And successful emails. So come over and bask in your gloryUpon sharing your sales success story! Hey Folks! Zoho Community wishes you a happy Thanksgiving! With Thanksgiving right around the corner, let's whip up some festive cheer. Share your recipe for success and win a $25 Amazon
Disable email notification to lead owner when mass updating
Hi All, I'm the super admin of my zoho account and this week we changed our "lead status" list options. Yesterday I update all leads in our database (15,000) where "lead status is empty" to "not assigned" using the mass update feature selecting 500 records each time. Because of that, the owners of the leads received TONS of emails. How do I disables sending email when doing mass update? As Admin, I don't to send emails to the lead owners when doing mass updates. Thank you Daniel
Incoming mails can't received
Dear Sir, This is to inform you that I created mail id by using of company id. Mail outgoing is successfully done but there is no incoming mail. on trial basis I am sending mail from my Gmail, It returns back with an error. mail id - bharat.dodiya@msquaremanagement.com 550 No Such User Here Kindly do the needful at your earliest. Best regards Madan Mohan madan.moharana@gmail.com
Insert Record into Cases with Custom Fields.
Hello All, I am trying to insert records into Cases module in CRM. I am using the following restful URL to do it. If I try to insert data into a custom field it errors and gives me a 4500 error code. (Internal error). If I do the default fields it works fine. This is the url I am using: https://crm.zoho.com/crm/private/xml/Cases/insertRecords?authtoken=AUTHTOKEN&scope=crmapi&newFormat=1&xmlData=<Cases> <row no="1"> <FL val="Case Origin">Web</FL> <FL val="Status">Claim Filed</FL> <FL val="Subject">New
Best way to mark leads inactive?
Currently our team has almost 14,000 active leads in the system which have been accumulated over many years - some purchased by lists, some from sales people who have moved on etc etc. Of these, I believe there are less than 1,000 up to date, valid, quality names. However, it feels counter intuitive to start deleting leads from the system (we may want this data should someone come back to life later). So we've decided we need to "archive" these people in some way. Separating them from the fresh leads
invoice template row totals not showing currency format starting this week
In my Quotes / Invoices / and Purchase Order templates - in the Grand Total for each row, they are not displayed in currency format, this is a problem that started this week. I assume there was a Zoho CRM update this week that caused this problem. Wondering if there's an easy fix or way to roll-back this Zoho CRM update?
Proxy Settings - Zoho CRM
Hi All, I'm trying to install Zoho Add-In for Outlook, however it is asking for Proxy Details. I load all Proxy Details and tick use authentication box and then click save, but as soon as I do that and try to log in it still asks for Proxy Details. It seems the proxy details are not saving in the form.
Tired Pricing Discount not by % but by flat fee
I am new to Zoho, Ive been doing some research and i found what is called "Price Book" and i see that it offers discounts for qty. and i see that its done by a % discount. Our pricing structure is still based on tiered discount but we dont use a "%" discount we use a flat rate fee. Is there a way to change this? One Product Example: SEX 1-14 15-24 25-49 50-99 100 Male $3.45 $3.35 $3.25 $2.89 $2.61 Female $3.25 $3.19 $3.01 $2.66 $2.55 Straight Run $3.25 $3.19 $2.85 $2.65 $2.2
Potential(Lead) Update
Hi All, Can some one point me the steps to do the following for a Potential(Lead) ? 1. We have a quotation generation system. We get the Leads data from Zoho CRM and dumped the data to our won system. 2. We do generate quotes against that lead. 3. Now Once the leads are converted to Quote. I want to updated the lead status back from our system to Zoho CRM that it is closed. What is the simplest way of doing it? Only thing I want to do now, is the status update. I do not want to update any invoice,
Where can I find the full documentation for searchRecords criteria?
I see that searchRecords method supports operators like "AND" and "OR". But where can find the full documentation of all operators available to specify the criteria?
Custom Picklists and CRM API - Not Supported?
Hello - Not sure if I'm missing something, but it appears that I can't access the custom picklists that have been added to my organization's 'Cases' type via the API. I've inspected the returns from the getFields method (https://www.zoho.com/crm/help/api/getfields.html), as well as the returns from the getRecords method (https://www.zoho.com/crm/help/api/getrecords.html), but neither of these show the field I'm looking for. Is this not supported, or is there something I'm missing in my call signature?
Link to Forum
Dear All, I've eventually found this page via Google but is there a link to this forum from inside the crm program itself?
Update event using custom function
Hello, I wish to associate an existing event to a custommodule3 record. I have tried: eventMap=map(); eventMap.put("CONTACTID",project_array.get("CONTACTID")); eventMap.put("RELATEDTOID",input.project_id.toLong()); eventMap.put("SEMODULE","CustomModule3"); updateResp = zoho.crm.updateRecord("Events",currentid.toString(),mp); Any ideas please? Simon
Please tell me about how to register attachment data using Zoho CRM API
Please tell me about how to register attachment data using Zoho CRM API. I am planning to create an input form for recording in Zoho CRM using the API. I would like to implement a function to send attached files as well. Is there a way to send attachments using Zoho CRM API? If there is a method, please tell me how to write XML.
Is it possible to update the values in the picklist using API?
Hello all, Trying to get a definitive answer to the question: "Is it possible to update the values of a picklists (in Accounts/Leads/Contacts/Events) using API?" I'm not talking about Webform but the picklists that are used to enter data on the ZCrm Record when hit edit. Thank you, Erk
Default Sort option for custom List Views
I have a list view of my today + overdue tasks. I'd like to have it automatically sort by date.
Contacts within Accounts - Templates
I am looking at sending update emails to contacts who sit in certain accounts. In the account entity we have marked accounts (i.e by Industry) and want to send a 'Template' to the contacts within this account type. I can generate the data in reports, but want to automate and record the template being sent to those contacts Can anyone helps!!! Ben
CRM Hack 18: How to ensure leads are assigned the first stage when attempting to create with an intermediate stage?
Hello everyone ! We shared a hack earlier on leveraging blueprint to restrict users from creating leads from an intermediate stage. Let's take it one step ahead. This week's hack helps assign the 'first stage' to a lead created at an intermediate stage. And this change in the lead stage is notified to the manager concerned. Let's consider a sales process with eight Lead Statuses - Attempted to contact, Contact in Future, Contacted, Pre-Qualified, Event scheduled, Event updates, Convert Lead and
Website Contact Form message field
The CRM webforms only seem to be useful for creating or updating leads/contacts. I do not see anywhere how to set up a simple contact form and integrate it with Zoho CRM. It was suggested to use the description field or create a multi-line field for the comment field of the form in the Lead/Contact section but that makes absolutely no sense. What happens when the next time someone contacts us via the website? That field will be replaced and the previous comment lost. In the form I'd like a Name,
How to pull Client Email address into a Task?
Activities are the least customisable of all the Modules within CRM. Why? I need to pull the Contact Email field contents from a Contact Record into a Task when I create it. I want to use Actions or Workflows to send an email template to the Contact associated with a Task when I mark it, change its Status to, "Complete" As in Dear Client, We have shipped your widget, etc., etc., etc. Any ideas how this might be done, I am prepared to create a Custom Module that looks and acts like a Task in order
Email not working
Hi We have been unable to send or receive email through Zoho for about two hours now. Is something wrong with your server or is there currently an issue with mail? Not receiving any error messages, emails just don't send and nothing new has come through. Thanks David 48796320
Sum total duration of calls in minutes not seconds
I'd like to be able to sum users' total duration on calls in minutes rather than seconds. A simple calculated field in the report would be great.
Price Books
How do Price Books work? I understand that at the product level we can establish different Price Books or levels, but how can they be applied to a Customer? My issue is that I have a Retail Price List, Wholesale, And VIP price lists that are applied to customers, certain customers buy from certain lists. How do I assign a price list or price book to a customer? Are they tagged or is it a field setting?
Unable to upload a file using python
Hi Team, I have tried the below method to upload a file in ZOHO using python. ====================================================== import MultipartPostHandler, urllib2 ID ='put the accounts zoho id here ' authtoken = 'your zoho authtoken here' fileName = "your file name here - i use the full path and filename" opener = urllib2.build_opener(MultipartPostHandler.MultipartPostHandler) params = {'authtoken':authtoken,'scope':'crmapi','newFormat':'1','id':ID, 'content':open(fileName,"rb")} final_URL
Assign products to users
I want to have different products assigned for different user levels - is this achievable?
Filter accounts without activities
I'd like to have an option to filter accounts without activities in the List View. I noticed this is a filter built into the Contacts List View. Can it be made an option for the Accounts as well?
Default Font for Email
I know this has been requested by many others. I would like to again request that there be an option to set a default font for emails.
Changing Main/founding Zoho CRM Email account
Hi, I have used my work Email address to create a Zoho account for my company. However, I do not want to retain CEO title and Admin privileges. How can I change the role and profiles of the main Email address and assign the CEO and Super Admin roles to another Email address?
Monthly conversion report
Hello, We need to be able to produce a report that goes by month to show how many leads are converted to accounts. In Salesforce we used to be able to do this with a formula but this doesn't seem possible in Zoho CRM. Being able to see the conversion rates for the month is a high priority as this is how we pay our staff. Can anybody help me with making this sort of report on the Zoho CRM system? Thank.
Sales/Contact Fields Not Merging
When we make a change to our Sales phone details, they are not updating in the Contacts phone field. I checked and only have 1x phone field, 1x mobile field etc. When I open the mapping section, it does not give me an option to merge them. Can anyone tell me what is going on here?
Xml layout example
Would you please have a xml example for multiple record updates method?, I did one like this: <?xml version = "1.0" encoding = "UTF-8"?> <Leads> <row no="1"> <FL val="Id">2000000178701</FL> <FL val="Company">Company1</FL> <FL val="Last Name">Last Name1</FL> <FL val="Email">automation@crm.com 1</FL> </row> <row no="2"> <FL val="Id">2000000178702</FL> <FL val="Company">Company2</FL> <FL val="Last Name">Last Name2</FL> <FL val="Email">automation@crm.com 2</FL> </row> </Leads> But the
Collaboration with non-users
Hi All, anybody has found a way to collaborate with other company department using Zoho and something else? E.g. a task for a technical attachment to an offer must be assigned to a technician and it makes no sense to provide him with a Zoho CRM license just for this. Any integration e.g. with ToDoist or similar? Thank you
Regular importing data into a Custom Module with an Account Look-up field
I believe that, as of now, it is not possible to import data into a Custom Module with an Account Look-up field and see the custom module data on the Account immediately after import. - either through the import UI interface or via program code. I have searched the internet, spoken extensively to Zoho support but to no avail. Nowhere can I find anyone who seems to have done this. And this isn't some esoteric operation - surely most custom modules are related items on Accounts and/or Contacts
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