How to add the purchase order product in another module using Custom Function?
Hello there, We are trying to create a custom function in which on click of a button a custom function is called which consist of an argument as 'puchase_order_id' using that we are reading the purchase order and try to add the product from purchase order to another module as an entry. Here is the code which we are using: accountID1=input.po_id.toString(); reponse = zoho.crm.getRecordById("PurchaseOrders",(accountID1).toLong()); info reponse; productDet=ifnull(reponse.get("product"),""); /******Here
Help with a formula field
Hi, I'm trying to build a formula to calculate a Deal amout. Here are the fields so far : "Base Price" - checkbox "Tech Package" - checkbox "Nb of trainer(s)" - picklist, with the options : 1, 2, 3, 4 or 5 "Trainer (per day / per trainer)" - picklist with the options : 1, 2, 3, 4 or 5 I'm not good at all with formulas and custom functions; I want the formula field to calculate something like : if ''Base Price'' is True, the value is 1000$ if ''Tech Package'' is True, the value is 500$ if ''Nb of
How to associate an email with a Sales Order?
I see that "Email" is a Related List for a Sales Order but how / where do I associate an email to a Sales Order?
Create products using api
Hello, I am trying to create products using api and curl PHP but i am not able to create. Please guide me where i am doing wrong. Here my code: $xml = '<?xml version="1.0" encoding="UTF-8"?> <Products> <FL val="Product Name">Testttt Prrr</FL> <FL val="Product Owner">Alice Heijbel</FL> <FL val="Unit Price">10.0</FL> <FL val="Qty Ordered">1.0</FL> </Products>'; $auth="**********"; $url ="https://crm.zoho.eu/crm/private/xml/Products/insertRecords"; $query="newFormat=1&authtoken=".$auth."&scope=crmapi&xmlData=".$xml;
do not call Flagged Accounts?
Under ZOHO Accounts module: How can Accounts be flagged as do not call Flagged Accounts?
How to show/hide discounts in quote templates?
If this has been discussed before, I can't seem to find it. We created a simple quote template, leveraged from the one we used in SalesForce. One functionality that I wish I could have is the ability to show or hide discounts in our quotes. Not all customers need to know that we sometimes offer discounts. In SalesForce, all we needed to do was export to a Word doc and delete the row, but Zoho only exports to PDF which is not so easily edited. So, what I'm looking for is either a way to show or
Calendar to Connect
How do we have events put in to the CRM show up in the connect feed??
Where does "Sent" email go if there is no matching address in CRM
Using Outlook plugin., I am adding to CRM all SENT email. I have deselected "If no contacts match..." and "If no leads match..." I only want to transfer a sent email to CRM if the sendto email address already exists in CRM Contacts. What happens if there is no match? Is CRM still storing the SENT email? If so, how can I delete it?
Reason For Loss
Hello, When we have a lead that is lost, and we can leave a note for the reason for loss. Is there a way to retrieve the reasons in a report, or otherwise?
Wrong cache in API method searchRecords
Hi there. I found mistake on API method https://www.zoho.com/crm/help/api/searchrecords.html After changing the lead, I still get as a result of some time with changed lead (it no longer fits the search criteria and stores a field with a modified value). For example: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). Request: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=Auth Token&scope=crmapi&criteria=((MyCustomField:aaa)) Result: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). -
I am unable to view the leads assigned.
Hi, I represent marketing team. Leads are either manually entered or imported directly from the website. Based on the Lead I will assign it to the respective Sales colleague. The problem starts here, Once the lead is assigned I am not able to view the Lead from my login. If I am not able to view, I will not be able to track the lead progress or update any extra information regarding the lead. Please help me how to overcome this situation. I am an Enterprise edition user of Zoho.
Tip #20: Avoid Unanswered Calls or Emails
Hey folks, It's Thursday again! As part of our weekly Tips and Tricks, we are back with a tip on how you can avoid unanswered calls or emails. The one most critical but frustrating job in the daily routine of any sales rep is calling contacts and actually being able to talk to them. But getting hold of them in the first place is a real challenge in itself. Well, that's not going to be the case if you are using Zoho CRM. With Best time to Contact suggestions by Zia, reps can now be aware of the right
Categorizing deals and recording per-deal "product" prices - what are your best practices?
What are your best practices for categorizing a deal? A deal for me may contain any combination of : A speaking fee which can vary by client AND by event. (i..keynote or workshop) A sale of one or more physical products which price can vary by client. A license to electronic assets which price can vary by client. Data-wise, I have a one-to-many structure relationship. Through time I want to report/filter the deal list based on, for instance:. Show me all Won deals which contain a licensed a video
Anyone use RingCentral? FYI: Twilio integration just does not work, at all
Wondering if anyone successfully uses the RingCentral integration. By "successfully" I mean: -Inbound and outbound calls are actually logged in the CRM -Click to call works -Incoming calls pop up relevant contact/account informatoin FYI: do not attempt to use the Twilio integration. 30% of incoming calls, or more, do not have an "Answer" button, meaning our reps simply can't answer the phone. Zoho is, as always, terrible at getting this fixed. 20 emails later, and it still does not work. We have
Will ZohoOne get the new CRM Plus interface
I just saw What's new in Zoho CRM Plus. https://www.youtube.com/watch?v=IcRAJwX3oks It looks great! Was wondering if that kind of interface with all the apps down the side etc. is planned for ZohoOne any time soon? Regards, Glenn
Automating workflow for Tasks to send out Internal work order
Hello, I am currently using the free version of ZOHO CRM in our organization. We also have the paid version of Campaigns. Per our sales process, once we close a deal, we prepare a internal work order (currently prepared in Excel) and is sent to the respective departments to begin activation or implementation of software or service. There may be multiple departments kept in the loop. The implementation team acknowledges and begins the project. Once done, they update the status and send it back to
How can I get rid of the Google AdWords Information section that is present in all of my modules even though I'm not integrated with Google Adwords?
Please see attached images showing the section in question and that I've not integrated AdWords. How do I get remove that section from all of my modules - it's not deleteable currently?
Sort Fields By Tab Order on Merge Duplicates Page
I modified the layout of my lead module to a two-column format with top-to-bottom tab order. This works great on the lead entry page, but when I go to merge duplicates, it puts the fields in left-to-right order. The groups of related fields get all mixed up with each other making it a big pain to run down the list and make choices about which record to use. I've added a few screenshots to demonstrate what I'm talking about.
How to hide complete activities in my activity tab
Hi, When I open up the activities it shows all the old ones and once something is complete i'd like it gone. I'd also like to change the layout and order of the activities page.
Communicate ZOHO CRM through XML with other Services
Hello, I'm José Daniel, and I'm really new in this platform, I would like to know if there is a way to communicate ZOHO CRM with another platform what uses Web Services. The idea is the we take the some information from the Zoho CRM and with that information we create a XML, then we send that XML to this other platform, we received and use the answers to update the information in Zoho CRM. I don't know if this question should be here or in Zoho Creator. Anyway, I would appreciate all the help. Thank
Custom Module Issues with Phonebridge and more
So we have decided to go all in on ZohoOne and transform all of our business applications over to Zoho. We are starting with a few applications at a time and figured CRM was a great first app. We decided to build a custom module for one of the lines of products our customers can own. In this module we created the contact info(BIG MISTAKE it seems), purchase info, finance info, tour info, etc. We brought in all our records, got them nice and shiny and started updating them. Our next step was to bring
Enhancements in Social CRM and Home Page Customization
We are excited to announce the introduction of new features in Zoho CRM under Social CRM and Home Page customization. Please read further to learn more. Automate lead generation via social media The social media platform is undoubtedly a rich source of leads for a business. For example, you may want to convert your mentions and enquiries on Twitter as leads in CRM and follow up with them further. Currently, you can add your social media followers as leads and contacts in Zoho CRM from the Social
Potential - Closing Date
Is there any technical reason why the Closing Date field in the potential module needs to be marked mandatory and not able to be changed or moved? I am trying to use Zoho in a B2C environment where I am dealing with a large number of prospects at any given time, and it is not only unnecessary, but often difficult to predict an exact closing date for the sale. It makes much more sense for me to simply track the amount of time that has elapsed since that potential was last moved to a new stage in the
seid and semodule not working to associate call with parent record in lead and contact modules
This is the code I've used for the lead module. It creates calls, but fails to associate them with the lead. Seems this should be a simple, common sense feature, that shouldn't need to be coded. But here it is...my code to automate something that happens multiple times a day, everyday....and that code won't even work right. Some CRM! I need to know what's missing, why the lead names are not being associated. Please please, don't rewrite the whole entire code for me, thanks. This program requires
Deleting Products
Why I cannot delete products, even though no associated orders/quotes/invoices as it says in the message.
Moving a layout
I need to move a layout from Contacts to Customers. How can I do this? Also, with Zoho One, do we get unlimited contacts??
Tasks Isn't Updating Owner When Changing Lead Owner
When changing Lead Owners, the tasks aren't updating their owners. This happens randomly.
How can we merge duplicates in bulk
Does anyone know how or have ideas on how to find and merge duplicates in bulk and not using the the built in "Find and Merge Duplicates" one at a time as we have thousands of contacts and hundreds of duplicates we simply cannot tidy this up manually. We turned Google Contacts sync on and it just made a mess and created duplicates and variations of duplicates with new accounts it has turned Zoho into a real mess. Since then we have disabled sync in case it effected other services so we have rules
REPORTS
Hi, When I run a potentials report not all the potentials listings come through the project value against them? Regards Paul
Send email into CRM
Is there a way to send an email from Gmail, and have it integrated into a CRM record in Zoho?
Creating a completed task when an email is received
Hi, I'm a zoho novice, only started using it yesterday. I'm trying to figure out how to automatically create a completed task in a Lead/Account module once an email is logged using the outlook plugin. i.e. Sales person sends an email from outlook, sends to Zoho, email gets attached to the Lead record and what I would like is that a task is created/completed with the subject Email Sent. Is this possible and if so could someone point me in the right direction, Thanks Michael
Retrieve "Reason For Loss" via API
@ZohoCRM: Is it possible to retrieve the "Reason for Loss" via an API and publish it using webhooks?
Is the 50 tag limit per record, per module, or system-wide?
At what level does the 50 tag limit exist? Is it a maximum of 50 tags applied to a given record (e.g. contact) from a total available tag set of >50 Is it a maximum of 50 unique tags available to records within a single module? It it a maximum of 50 unique tags available across all modules?
Reply emails in Email within Accounts
Hello, I have a personal POP email account tied in with Zoho CRM, and I send emails within Zoho CRM. I get the stream of the sent emails within Accounts, however, the responses/reply emails do not show up. Is there a way for both sent and received email stream to show in Accounts? Thanks!
Get A List Of Potentials filtered by a "Custom Field Value"
Hello, I am new to the Zoho CRM API and was hoping someone could give me some guidance. I need to pull a list of "Potentials" based on a value in a Custom Field. On the "Potential Page" for a Contact there are 2 fields called "Order Kit ID" and "Order Kit Status" I want to pull all data for potentials where the "Order Kit Status" is "Pending" Can anyone give me any hints/tips please? UPDATE I am still struggling with this. I have attempted the follow call to the API https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=AuthToken&scope=crmapi&fromIndex=29346&toIndex=29546&lastModifiedTime=1980-01-01%2000%3A00%3A00&sortOrderString=asc&selectColumns=Potentials%28Stage%2CClosing%20Date%2CPotential%20Owner%2CAmount%2CContact%20Name%2COrder%20Kit%20ID%2COrder%20Kit%20Status%29
ZOHO CRM/Account is INACTIVE?
When I try to login to my account mpage[at]yourwayhome[dot]co it says the account is inactive. I have no emails from ZOHO or anything discussing why the account is inactive. I need this fixed URGENTLY my ENTIRE business rides on the data that is in that CRM. The email was formerly [at]americandreamls[dot]com but we changed the company name. Please I desperately need to service my clients and there statuses are all in that account.
plugin that avoids change the status reason of an event
Hi, I use crm 2016 and VS 2015, I`m trying to do this:⦁ Create a plugin that avoids to change the status reason of the event if the initial value is “Closed”. You have to avoid that operation because a closed event can’t be open again.
A summary of the latest enhancements in Zoho CRM!
The latest enhancements in Zoho CRM revolve around a wide range of areas such as personal settings, email templates, advanced filters, call logging and Feeds. Read on to know what they are. 1) Sort records in a list view based on a desired name format While sorting records in a list view based on names, if you prefer to have a sort-pattern that is independent of the display name format, you can now set this preference under Sort Order Preferences found within Personal Settings. Learn more>> 2) Build
Webform for Deals Module
Hello, I have created a new workflow whereby our Leads and Deal processes are combined under "Deals" - we want to be able to visualize the entire life of an engagement from start to finish in one place, without leads being separate. That being said, we currently use Leads-based webforms...what is the easiest way to go about creating webforms for our new Deals module?
Cannot return value from a custom function
Hello, It appears any function created in Automation -> Actions -> Custom functions has return type void. Part of the value of reusable functions is that ability to do work and then return the results of that work. How do I return a value ?
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