Please unblock my email
Hello, I've increased my email space to 10GB, but I don't get my email unblocked...Could you please fix this or advise? david_van_hartskamp@zoho.com KR David
Customize columns in contacts
How can i customize column size and how many columns to add in a section?
Email stopped working
Imap email was sending fine. stopped working 2 hours ago. Could not connect to SMTP host: box3031.bluehost.com, port: 465 ;java.net.SocketTimeoutException: Read timed out please help
Email Related List in Custom Module?
Hello, In potentials, accounts etc there is a default related list showing emails. I would like this to happen in my CustomModule3 please. In CustomModule3, I see the Emails related list but there are no emails showing? Any ideas please? Simon Moderation
Outlook CRM Plugin Disappeared
Like countless other users of this plug-in, it has disappeared from my Outlook (2013) and I can't get it back. I've tried every SINGLE solution presented in these forums and nothing works. I tried the Load Behavior registry fix...didn't work. I tried uninstalling and installing the plug-in...didn't work I tried enabling/disabling the Add-In options in Outlook...didn't work Thoughts or alternative suggestions would be really appreciated. This is a very buggy plug-in if there are numerous threads dedicated
Is it possible to sync CRM Documents and Zoho Docs?
Hi All, Is it possible to sync CRM Documents with ZOHO Docs? Or they should be used as completely separate tools. Please advise and thanks? Benjamin
Visits in CRM from SalesIQ tracking does not show all URL's
If I look at a visitors who is registered in CRM and compare his Visit URL's (what pages he has been on). I see more on the tracking in SalesIQ than I see in CRM. Should SalesIQ not push all visit behaviour to the CRM records?
Missing Salutation Field in page layout
I am trying to edit my fields for Leads and Contacts. The Field List shows the Salutation field, but when I go to the Edit Page Layout, the Salutation Field is missing on the layout, and missing on the Available Field List box in the layout screen. How can I add the Salutation Field to the Leads and Contact screens?
Tip #22: On using website visitors information inside CRM
Hello folks, As part of our weekly Tips and Tricks series, we are back with a tip on using website visitor information inside Zoho CRM. When you are a sales person at a physical store, you can mostly tell if a customer is really interested to buy something or he/she is simply a window shopper. You can decide on your pitch and conversation accordingly. On the other hand, when you are working with leads online and over the phone, you can never be quite sure. Not until you have their visit information
Creating a User Defined Function
How do I create a CRM function that I can call to convert a date from 11/1/2017 to NOV-17?
Improve webhooks parameters in the User Defined Format
Hi there! I have idea to improve webhooks parameters in UDF. Add entity with all properties in custom format, like: ${Module::format}. Example: ${Leads::json} Result: {"Lead Id":"1234","First Name":"Jack",...and all other params in Leads entity} This template is more better and simple for clients. Because you do not have to manually write a list of all available fields in UDF. And if these fields are still added / deleted - this must also be observed to.
Updating contact from Custom Module
I am trying to update my contact record base on my custom module information. But it keeps getting not defined errors. any help please. CustomModuleDetails = zoho.crm.getRecordById("CustomModule1",input.customId.BigInt); ContactMap=map(); ContactMap.put("First Name",ifnull(CustomModuleDetails.get("Primary First Name"),"")); ContactMap.put("Last Name",ifnull(CustomModuleDetails.get("Primary Last Name"),"")); ContactMap.put("Secondary Name",ifnull(CustomModuleDetails.get("Secondary First Name" +
Custom Function that can use any of 3 layouts, not just the default one?
I have a workflow with a custom function action to create a deal. I have 3 deal layouts, however, and the layout always ends up being the default layout. I need it to be one of the other layouts. Is there a way to "set the layout" in the custom function script?
Workflow Automation not working on an API call
I wish to update a field (Ex: Grade) using a custom function (in Workflow Rules) whenever another field (Ex: Marks) is updated. I am able to achieve it when I update the 'Marks' field manually, but not if I use an API to update the same. Can you help me get through this?
Focus Group #4: Setting up SalesInbox and best practices.
Hey folks! We're back with yet another edition of Focus Group, this time we'll be focusing on something exclusive to the Sales side of Zoho CRM - SalesInbox. A big chunk of your time is utilized for checking emails from leads and contacts, and providing timely response. With CRM insights right inside your email client, SalesInbox helps you prioritize your emails and perform CRM actions right from your email client. Why toggle between your email client and CRM when all you need is presented right
Dealing With Contacts Who Have Left The Company
Hi All, When a contact leaves the company you are dealing with, you need to keep them in your database as there will be historical data. But you don't want them to keep getting in the way when trying to search for someone with the same name. At the moment the suggestion is to add a custom field. This works, but it doesn't help if you are just searching for an individual and keep getting the 'ex' company employee showing up. Until Zoho come up with a neater method. I have reverted to a method I used
Rollup Formula Fields in Zoho CRM
Is it possible to create a formula that's a roll-up field in Zoho CRM. The use case is that I would like a field on the Account that would be a roll up to show the number of contacts related to the Account. I'm new to Zoho and used to Salesforce where you can do rollup summary fields for parent-child relationships, so wondering if it's possible to do the same in Zoho CRM?
Trying to create a record in custommodule1 - error 4401
Here's my code: RSmap=map(); RSmap.put("referral source name","FN"); response = zoho.crm.create("custommodule1",RSmap,1); info response; Here is response: Executed Successfully Log messages: {"message":"Unable to populate data, please check if mandatory value is entered correctly.","code":"4401"} This custom module has only one mandatory field - Referral Source Name. I've tried all Caps, underscores, I've pored over the generous documentation twice and that took a minute. So what's wrong with this
How to make sales rep follow sales process ? #17
Hello Everyone! It's Wednesday and we are up with the hack. Consider an admin has set a blueprint for lead status with five stages to follow the transitions for each stage. Now, if an user while creating a record sets the lead status from stage three then the transitions and the process for first two stages are missed out . So you will want your sales rep to follow the process by going through stage one to the last stage and not start from a stage in between for the leads status field. How to achieve
Deduplicating/merging duplicate contacts based on more than just email/company/phone/mobile
The current function does not pick up secondary emails or names, this is crucial as most contacts have more than one email address, so after an import, there are often double entries for the same person just because they have more than one email.
Deduplication not working effectively
I'm finding deduplication is only successful on the website version of Zoho CRM. When our consultants are entering leads or clients via the mobile apps or the Outlook plugin they are not prompted that the company they are entering is an existing contact in the CRM. On the website version, as the contact's company is being entered we see this: Much like Google it begins to predict the name of the client, prompting users to select the existing one where applicable. The fact that this does not happen
Deduplication -why the change and why changes are not communicated
Hi I noticed today you have changed the set up of the De-Duplication - why would you not advise people of these changes? The layout is not very user friendly at all. I'm not sure why the old way had to be changed. It was visually easier to see why certain fields were duplicated as we would duplicate contacts for various reasons (because your CRM doesn't allow for a contact to run across multiple accounts) I would suggest with things like this to open up to users and actually see if its better -
Ability to select and merge accounts like on Zoho Desk
It would be useful if we could merge client accounts in the CRM like we can with tickets on Zoho Desk. Here is an example of the function as it exists in Zoho Desk: It would be useful to be able to merge accounts in the CRM where perhaps the same account was entered twice but the name was spelt differently making it unable to be picked up during deduplication.
Focus Group #3: De-duplication in Zoho CRM enhanced with auto-merge and more.
Hi folks! We're back with the 3rd Focus Group convention with de-duplication's auto merge feature in CRM as the centerpiece. As the avenues to generate leads and contacts in your CRM increase, the chances of duplicates that accumulate in your CRM database will tend to increase as well. Bringing in a lead that has already been created via import is one such scenario. The de-duplicate feature of Zoho CRM, now enhanced with auto-merge and further enhancements help weed out duplicates, making
Revision History for custom fields
Hello, I saw one post on this (2 years old), but haven't seen a resolution. If I have a custom field on say a contact, is there a way to see a history of changes to that field? (i.e. on 11.21.17 was changed from 'test' to 'test again 1'). Thanks!
Integration with ESP
What's the best option to integrate the ZOHO CRM with either MailChimp or Campaign Monitor? I would like to integrate also custom fields to segments or groups of the mailing list. What kind of data can I push back to the ZOHO CRM? Except the opt-out etc. I am testing Piesync, Cazoomi and Kloudconnectors. All of them, have limited functionalities in terms of what sending back to the CRM. Thoughts?
Upload a file to add as an Attachment for a Zoho CRM record
Hi. I am trying to use the API to upload and attach a file to a Zoho CRM record. There is an XML example (at https://www.zoho.com/developer/help/api/uploadfile.html): XML Format: https://<APPDOMAIN>/crm/private/xml/Leads/uploadFile?id=Record Id&content=File Input Stream Here is my sample string: https://crm.zoho.com/crm/private/xml/Contact/uploadFile?authtoken=<Auth Token>&scope=crmapi&id=<Record ID>&content='C:\Zoho Docs\Sample - John\Correspondence\Contact Relationship.doc' The File
Is it possible to copy a section from one section to module using custom functions?
Hello, I have created a new section called XYZ in my leads module. The section has 10 fields. I want all the fields in the section XYZ inside my leads module to be copied to the potential when the lead is converted. It would be ideal to be able to have the same section XYZ in the converted potential. This is why the question asks if a "section" can be copied.
Users / Control Page not responding
We've been trying for some time to change the ROLES for our users but the page fails to respond. Anyone else experiencing the same? Can't get past the PRESS 1 menu system via phone support.
How to split revenue across multiple months
Hi, We run a company that sells advertising campaigns. The campaigns often stretch across multiple months, and we would like to figure out how much we are earning each month from that campaign based off of daily revenue. Example A: Advertiser A has a contract for the month of Feb. (28 days) for $2800 ($100/day). In this example, all $2800 is being spent in Feb. so the sum would be $2800 earned in Feb. Example B: Advertiser B has a contract from October 15th to November 4rd (20 days total). The contracts
How to turn a deal into a sale?
I have a few deals that I have closed and won but they do not show up as sales when I run a report. I tried converting it into an invoice and a sales order but it does not make it a "sale".
Workflow Automation or Lead Assignment
Hello Team, I have a workflow automation rule and a lead assignment rule. The Workflow automation rule runs when a criteria is met in the data submitted in the form and it updates a field of Lead accordingly. Based on this updated field the lead assignment rule is supposed to run. However, this is not happening. Apparently the lead assignment rule is running first and then workflow automation rule. Can you tell me which one will run first? Ashish
User Control: Sales Pipeline Record Visibility
Hi, I am a new user to Zoho CRM and am evaluating it as a replacement to our in-house CRM. One of the requirements we have is the ability to control the visibility of records based on the sales pipeline. With our current CRM, in order to prevent issues with BDMs interfering with each other's suspects/prospects we hide anything that is not owned by the individual BDM. However, when a suspect/prospect is lost or not worked on for 30 days, it is moved into "recycled" status where it is free to be picked
Emails - just list all together NOT Emails Sent form CRM/ Zoho shared users
We have to click on each user or click back to sent from CMR. All emails sent to that client should list there and not separately. I have to look through each user or the Sent from CRM area to make sure I am not duplication an email taht was sent out of the CRM or by another user. You could still use the sent by column to separate these but All emails should list as one list not separate lists. Thank you
Zoho CRM search and replace a word
Hi, We have prepared some data in our Zoho CRM, and we need to be able to replace a word in a certain field in the Contacts module. The field has different content for all contacts, but we need to replace the particular word in all the records. How can we do it? We can't just do a blank field update, we need a more creative solution here. Thanks, Mykola
email with imap settings since today (4 august 2016)
Hi since today the emails are not working. When setting up the imap settings it says "authenticating" for a few minutes and then gives an error "server disconnect" it has been working until this morning... I have tried on several browsers and have alsy "disconnected imap" and tried to enter everything again .. but it gives the same result every time. PLEASE HELP URGENTLY! thank you
HOW CAN I CREATE CATEGORIES IN CONTACTS?
MS OutLook allows the creation of categories - a helpful tool to group contacts. For example, if you wanted to create a category within OulLook for all contacts with green hair you could create a GREEN HAIR category and tag all relevant contacts. Similarly, you could create a category for NEW ZEALAND. In short, CATEGORIES can be a very useful tool to sort/group/sub-sort/link CONTACTS. ZOHO CRM does not import categories created in Outlook. How do I create CATEGORIES (or something functionally
Disable changing owner of a record.
What would the setting be to disable the users from changing the owner of a record? I have seen this setup on accounts before but cannot replicate it. For instance I have a user locked down to only see their records, but they can change the owner and turn off access to that record. Any ideas?
Zoho CRM-Forecasting
i have set up a forecast based on: the parameter- "Sales Price" i enter a quarterly target of $35,000,000. When i run it i get an error- " "Target Mismatch" and all data is shown as 100%- what am i doing wrong?
Formula fields to dummies fields fro a final formula field
Hi all, I created a Formula fields in Deals module (thanks for the help I received in the forum!), but it was so big it exceeded 5000 characters. So I decided to split it in two : ''Formula 1'' and ''Formula 2''; but I still need to calculate the SUM of ''Formula 1'' + ''Formula 2''. I saw somewhere as a way to get around the characters limitation (again in the forum) with a custom function to copy the result of ''Formula 1'' and ''Formula 2'' in dummies fields, lets says ''dummyF1'' and ''dummyF2'';
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