Contact Duplications
Hello, When I add a contact from outlook to Zoho, I often accidentally create a duplicate contact in Zoho because the contact is spelled in all caps in Zoho, but when I add that contact from Outlook, its spelled lower case. what can be done to avoid this
Confusion!
Hello ZOHO Team, I have read ZOHO features and pricing but that is very very confusing! I just want to ask that if i buy 1 crm plus i.e (60$/month), then how many users can i add in my help desk and projects.. Will appreciate your detailed reply!
Call status entry for insertRecords of Calls module not reflecting in Zoho web portal and zoho database
Using insertRecords api, I'm uploading call records with Call Status as Missed. It's uploaded successfully. When I check in website, the entry comes under Received calls and not missed calls. Similarly, If I upload an entry with status Unattended Dialed, the zoho crm over writes it as Attended Dialed. Here is the sample entry: xmlData=<Calls><row no="1"><FL val="ACTIVITYID">1716111456</FL><FL val="CONTACTID">2761771000000189001</FL><FL val="Created Time">0</FL><FL val="Call Duration">00:00</FL><FL
Event Management & Planning
I am new to using Zoho and helping a client get the most out of her Zoho CRM. I want to be able to setup tasks/tracking associated with Events ... for example, for each 'Event', I want a series of tasks that must be completed in the lead-up and post the event. Each task would have a due date in relation to the event (ie. 1 week before event, 1 day before event ....) . Ideally, these tasks would synchronise with my calendar also. I would be absolutely thrilled if someone could please steer me in
SIP integration with Zoho CRM
Hi our company is Zoho reseller in Russia. We need to find easy solution for integrating CRM with phone channel for our customers. Now we want to set it up for our company and then replicate for customers. Our company uses http://www.mango-office.ru/ for telephone communications with our clients. Now we want integrate Zoho CRM and phone channel. I asked technical support of Mango and they say that the best solution for integration is using SIP method (VOIP). Could you tell me how can I integrate
Unfuckingbelievable
For the last six or seven months, we have been experiencing missing emails within Zoho CRM. These are emails sent to our Organisation Email. After four or five telephone contacts with Zoho and a few worthless, also worthless, chats, I learn that the Zoho CRM organisation email address will only display or capture inbound emails sent in reply to an email originating from us. That is, if someone, a client say, decides to email us using that email address Zoho CRM will NOT capture it or display it.
CRM Hack #10 How to access the Leads within CRM instead of accessing it from your mailbox.
Hello everyone! Time for an interesting hack this week ! Are you finding it difficult to switch tabs to follow up with your clients ? We got a solution to that. Let's say, the administrator has set up the CRM in such a way that the leads get assigned to the sales reps and the lead’s link is sent through an email to their mailbox. The sales folks therefore have to go to their web mail and click on the link to open the lead inside CRM for follow up. [Refer to this link to know how to send a Lead’s
No response from Zoho for months????
Any chance you guys can respond or at-least acknowledge below post: https://help.zoho.com/portal/en/community/topic/lock-down-records-at-the-end-of-its-lifecycle#2266000010001574
Zoho CRM - Multiple accounts
Hello, I'm new at Zoho Crm, so im sorry for the noob question :) I belong to a marketing agency with mutiple clients, and i want to implement and use zoho for them. Can i use an account to have mutiple accounts/brands? or should i create a new account for each of my clients? thanks
CUSTOMMODULE OWNER
Dear all, how are you? I use this Custom Function to create inputs in a custommodule1 with the data from custommodule2, my question is: is it posible to create this new imput en the custommodule1 with the same custom module owner in the custommodule2? creandoaFact=map(); creandoaFact.put("Contenedor",input.cont); creandoaFact.put("Booking",input.Booking); creandoaFact.put("Cliente",input.Cliente); creandoaFact.put("Ref Cliente",input.RefCliente); creandoaFact.put("Tipo","GATE-IN"); creandoaFact.put("Forma
Formula based on status of Checkbox
Hi, I have been trying to create a formula that calculates VAT costs based on the status of a checkbox. I have 4 fields in the module.... VAT - This is the checkbox that indicates VAT is applicable Amount - This is the base amount of the order Total VAT - this is the cost of VAT based on the Amount field Total - This is the Amount + Total VAT I keep getting 'Incorrect number of arguments' Although it's very possible I'm approaching this completely the wrong way. Here's me trying to calculate the
Mass update the field value to Null/None
Hi, I tried to mass update the value of a field to Null or None. That field is an option field. I just want to delete all the values in there because the values in there are not applicable anymore. For that field, it is not required field and I want to leave it empty/null/none for some accounts, so I can't really update them into some other values. I know the system have a default value of -none- for the field, but I just can't mass update into it. I tried using Mass Update button in the Account
Using API to query ALL notes?
I have some code that is using the Zoho CRM API getRecords() call to query a large number of records out of Zoho in one shot (e.g. it queries 200 records at a time, syncing the data to another system I am using). I need to get the Notes associated with all of those CRM records. I know about the getRelatedRecords() API call - however, when you call this API you need to know the Record ID of the record that has notes in it. Only a few of the records I am fetching have Notes attached to them and I
Mismatch data type for function get at argument index 1 expected data type BIGINT found dataType STRING line 3
smstextStr=input.smstextId.toString(); smstextDetails = zoho.crm.getRecords("CustomModule 16",input.smstextId.toLong()); donottext = ifnull(smstextDetails.get("Email Out Out"), ""); mp=map(); mp.put("DO NOT TEXT",donottext); updateResp = zoho.crm.updateRecord("Contacts",studentsStr,mp); info updateResp;
How to always and only send Email as IMAP user?
I need to send an email from outllook OR from within crm and have crm treat either method as the same "Sent From"....either "IMAP Shared User" or "Email Sent From CRM." When I click the email address that appears in Contact List View, it spawns Outlook...this is fine. When I click the "Send Email" link from within the Email section of the Contact record it spawns the Zoho email editor/sender. How do I make that link spawn Outlook OR make that link send as a "IMAP Shared User"? Most of the time I'm
Function-11: Turn a contact into a vendor.
Welcome back everyone! Last week, we learnt how toadd the international call prefix '+' and remove the alphbet from numeric fields. This week, let's look at a custom function that lets you turn a contact into a vendor with just the click of a button. Business scenario: The Vendors module in Zoho CRM facilitates efficient tracking of all vendor related details. It lets you create and associate vendor records with address, contacts, products, and such. We recommend this method for creating vendor
Rejected Emails not being seen by Sender
Emails sent from within ZOHO CRM are not being sent to the originating sender. We have tested this and find that if you send an email that is to an address that is misspelled or not existing, then there is no notification to the sender. The sender assumes all emails in the CRM are valid when they are not. It is imperative we know when an email bounces back in order to maintain a clean database. Can anyone advise if there is a configuration on the user side that we may be missing, or is this a shortcoming
How do I make a custom time stamp field in zoho
I would like to track everytime my sales team gives a demo to a prospect. I would like to Make a custom field so that all the sales team has to do is select a date and time each time they have a demo. Then i would like to run a report on how many demos given per prospect in a given week.
How to add selected contacts to a function?
Hello! Could you please explain me, how can I catch an event select a contact and transfer it to a function? I mean this - http://prntscr.com/gslyoy When I select entries in the record list and click on the function, how do I catch these entries in the function? zoho.crm.getRecords or zoho.crm.getRecordById ? For example, I do not need all the data about the record but only their IDs transmitted from the page. Best regards, Alexandr
Tracking amount increase/decrease
Hi everyone, I'm looking for a way to be automatically notified of a larger-than-normal decrease/increase in the value of our Quotes on the CRM? Essentially, I would need to know when the Quote amount drops down by more than X & for the notification to display the previous amount along with the new Amount, something like: === Message Alert: Quote Increase/Decrease This Quote {QuoteName} has decreased from XXX to YYY - Find out more on {LinkToQuoteOnCRM}. === End of Message Anyone faced this? Any
Google Adwords integration GCLID not being updated
Hi, I have integrated a 3rd party web form with the instructions on this page https://www.zoho.com/crm/help/google-adwords/configure.html The GCLID is being added correctly to the Lead when I am using insertRecords API call. The form integration sometimes uses updateRecords but this does not update the GCLID field. Can the GCLID field only be included when creating a new record? Thanks, Michael
Zoho CRM create "Potential" via API?
Hi there, I've been looking through the API docs but cannot find any documentation on creating a "Potential" via API. I've found docs on creating leads, contacts, and others. Where should I be looking?
Contact and email sync with O365
I tested Zoho One using an alternate email account for a few weeks before deciding to subscribe using my "real" account. It now appears that I've somehow left the Zoho / Outlook integration process "confused." When I do a "Search and Add Email" for a contact that is NOT yet in Zoho CRM, Zoho reports that it is added, the Category is set to "Added to Zoho" in Outlook, but the email does not attach to the newly created Zoho record. I am using two-factor and am logged into Zoho CRM in outlook using
Layout Customization
1.Can we add new section in Event module Layout in zoho crm? 2.whether zoho crm having File Upload field or not?
How to make alert and how to handle more then two unique fields
Hi, After the line 23 and 24 are added on a custom function, it got error "'ALERT' task can be used only in on load, on validate and on change actions". I want to remind user to key in the value to specified fields. How can I add it on custom function? The main purpose I need to ensure there is duplicate entry for ID no (currently I need six unique fields). However, CRM only have two unique field, is there any better way to handle this application? Thanks in advance, Br, Andy void CreateNonHKIDHolderID (int clientid, string x2IDno, string ChinaID, string ChinaBirth, string Passport, string x2IDtype )
Calling from and to ZoHo CRM
I have a question about calling from ZoHo CRM as a European Zoho customer (Netherlands). What is the best phone provider for me to use and why? The phone systems I see on the Zoho list seems to be made for customers best based in the US. I'm also a smal business and don't have a reception. At this moment I’m using Skype. Thank you for the assistance! Martin
Check Boxes in Zoho CRM
Hi there, Is there a way that we can add check boxes into the CRM email templates? We would like to send emails where recipients can check boxes as a response. Please advise!
Email Templates in CRM
1. Facility to Clone an email template and save it in different folder. Example Clone an email template in LEAD and save it in DEAL. 2. Facility to add Check boxes and Radio buttons for recipients to select from a list of choices in the email
How to Create a task and assign it to a user in Zoho CRM
How do I get this done? Kindly help.
Webform information is not coming to zoho leads
Hi, I am handling my client;'s Zoho account. Client has used webform for contact form, and also in their PPC forms. Contact form http://www.oxyhealth.com/contact_info.php PC landing page: http://www.oxyhealth.com/rfi.htm http://www.oxyhealth.com/rfi5.html http://www.oxyhealth.com/rfi4.html http://www.oxyhealth.com/rfi3.html http://www.oxyhealth.com/rfi2.html Can you guys help why the information from the webforms are not coming to Zoho? Thanks
Apply Automation workflow based on email status from CRM
Is that possible to apply an automation workflow based on the email status sent from CRM? In our case, we'd like to send an email to the internal team if the email status = delivered/opened / click, if that is possible how can i set this up? Thanks.
Outlook email integration
In the lead area, how do I integrate Outlook so I can see all the emails associated with the lead?
Modify "Calls" Module
Hello Zoho CRM Support, Is it possible for me to make changes to the "Calls" module? I would like to modify or add a checklist for call results (so they don't have to be typed in every time). I would also like to rename the module to "Phone Calls" instead of "Calls. It seems like I am not able to make any changes to that particular module.
I cannot add a new user
I find your system extremely annoying and the fact that you are not open at the weekend appalling. On my account I have three users - two of them have the wrong email address and consequently they are not using the system You are costing me time and money. I tried to add a user with my domain and it does not let me. All it does is cost me money.
Custom Functions Help
All: I need a few basic custom functions taken care of and put on a schedule. Would pay for this of course, please let me know if you are interested. Thanks
Transferring data between tabs
I am needing to have a new 'record' created in 'Tab 2' when stage field is changed to a certain value in the Potentials Tab. All we need is to transfer the Potential name into the new Tab. How can I do this? Thx Matthew
Error to tag to an user in zoho crm notes
Hello guys, I have a little problem to tag to an user in the notes section. I can to make tag to this user, but to save the note, he don't get a notification in his email. This strange case only passing with an specific user, Will this a configuration problem? Thanks!
How to filter and export records?
We're looking to tidy up duplicates in Contacts module and would like to export out each contact record that doesn't have an associated Potential and delete them from the CRM. Is there a sane way to do this? We tried de-duplicating in the CRM but that still leaves us with 1000's of records to manually review and merge - so that is a no go! While there are filters in the contacts module that allows us to filter out contacts without any potentials, there is no way to export these!
Google Adwords Integration
I'm trying to integrate Adwords with Zoho crm but the instructions appear to be missing important bits of information. I am using my own forms and api. I have captured the GCLID from cookie and assigned it to variable $gclid and have included this is the api i.e. <FL val="GCLID">'.$gclid.'</FL> So far so good. However, I'm confused as to what goes in the hidden field in the form. Is it <input type='hidden' id="zc_gad" name="zc_gad" value=""/> ? Or is it <input type='hidden' id="zc_gad" name="zc_gad"
Function to Update Field
I would like to create a function that calculates age in days from a known field and then populates the information into another field. The formula for calculating the field would be: Abs((Datecomp(${Design Requests.Date Submitted},Now())/1440)) My question is how do I create the function and implement it on a schedule so that it updates those values every night for reporting purposes? Also, only records in a specific stage would need the calculation done.
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