Trying to understand business process. Should I model my custom object after a case / deal / or custom?
My sales pipeline is brokering deals between Accounts shipping items (Shippers) and Accounts willing to transport those items (Transporters). This transaction I call a "Load" It has some stages in the sales process but nothing too complex. The shipper requests a bid, Transporters add bids, and a transporter's bid is eventually accepted. Once the bid is accepted the load is tracked until delivery. The income and expense per load also need to be tracked and associated with the two accounts. My question:
Mapping With Custom Function in Custom Module
Hello, I would like to map a field called 'Google Drive Link' in the 'Potentials' module with a field called 'Google Drive Link' in a custom module called 'SV' (Custom Module 9) on record creation in the 'SV' module. I know how to set up the workflow, but need help setting up a custom function. Thanks, Wilson
ERROR: Please verify if the name and value is appropriate for the "id" parameter
Good day, Can someone tell me whats wrong with this API call? I am updating CRM invoice record using the following xml string: <Invoices><row no="1"><FL val="Id">16611480000139713</FL><FL val="Shipment Date">2017-07-28T15:53:49.0000000</FL><FL val="Tracking Number">94055118984638900252</FL><FL val="Shipment Status">Completed</FL></row></Invoices> Here is the URL to the API end point https://crm.zoho.com/crm/private/xml/Invoices/updateRecords?authtoken=xxxxxxxxxxx&scope=crmapi&xmlData=%3CInvoices%3E%3Crow+no%3D%221%22%3E%3CFL+val%3D%22Id%
Populate a field based on the value on another field from a different module
I have 2 Custom Modules (1 and 4). I am trying to fetch "Customer Warranty Expires" field value of "Modules 1" to populate the same field value in "Modules 4" under "Products 01 - Warranty Expires". For this purpose, I am using the value entered by the user under text box "Products 01 - Warranty Expires" in "Modules 4" which is the unique value under "Modules 1" that is specified under "Device IMEI" field of "Modules 1". I used Lookup Feild for "Products 01 - Warranty Expires" and used the below
Changing color of pin on Ipad Map
Hey there, I'm wondering if anyone knows how to change the colour of the pin on the Ipad App map. I would like to somehow "flag" leads that I have visited so that I can quickly see on the map the ones that I still need to visit. Any help would be great appreciated. Thanks!
Mark unread?
How do I MARK UNREAD an email in CRM contacts? I have Gmail imap connected and I want to read an email, and then mark it UNREAD again after reading please. thanks!
Migration to zoho.eu
Hello, We're based in the UK and joined Zoho last week using CRM and Projects but were led to zoho.com instead of zoho.eu. There was no prompt to choose location and the zoho.eu link on the top right side is virtually invisible if you use an ultra wide screen. Only later a pop-up suggested to try the .eu products and we found that the products are separate according to zones (is this correct?). Now it's a requirement that we migrate data on both apps to zoho.eu. We're thinking of: 1. Creating new
What is a Standard Filter vs Advanced Filter?
On my Reports, there is a section above that allows for a filter called a "Standard Filter" - can I control which fields are shown in this filter? I can't tell why the fields that are shown are there, and I would like to adjust them so that I can filter a report on the fly without having to change the filter within the report settings itself. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Sent address from Workflow Alerts
Is there any way to set the FROM address in workflow alerts? At the moment they are sent from notifications=zohocrm.com@notifications.zohocrm.com on behalf of notifications@zohocrm.com but ideally i would like them to come from alerts@companydomain.com. I've read the CRM Workflow Alerts help page and it shows the option of setting a "From" address, but when i follow the instructions i'm never given the option to set a FROM address at the stage where is suggests i can. https://www.zoho.eu/crm/help/automation/workflow-alerts.html
Is there a way to map a Zoho Forms Time field with CRM?
Is there a way to map a Zoho Forms Time field with CRM?
Time field mapping using Forms integration
Is there a way to map a Zoho Forms Time only field with Zoho CRM? I don't see a Time field on CRM. Thanks
Task Reminder - which version
Which version of Zoho CRM must we have to access task reminder?
Dayofmonth(Datetime) not working
I am trying to set up a formula that returns the day of the month. For example, 5/20/2017 would return "20". I have been trying to use Dayofmonth(Datetime), but it does not work. Please help. Thanks! MG
how to crate a conact custom view based on custom date field = today
how to crate a contact custom view based on custom date field = today. i need to create a custom view to import records into zoho campaign. I read somewhere this is not possible in gui but we need to use deluge script. any ideas:? ty
Data Encryption
What is the progress of data encryption? I have a couple of questions regarding how you are proceeding: are you just encrypting the entire zoho database or are you going to encrypt each clients data individually? is the key going to be zoho held or completely inaccessible by zoho? when is this going to be in place?
2 MODULES UPDATE RECORDS - I really need help, please!
I have a small problem that I would like to help me solve. I have 2 different modules: Module 1 called invoices, here I have all the invoices I receive. Module 2 called checks, here I have all my checks in my wallet. What I need to do is: When I pay an invoice or several with a check, I need the check to change state to "used check" (I have a field for this purpose) I've tried a thousand ways but I do not really need to give me a hand. PVU
Help with automated emails and user id's
Hi, we want to setup an automated email that sends leads an email which contains a link that sends them to a landing page which has them schedule a date and time to speak to one of our consultants. We need to be able to track the user which goes to the landing page and fills out the scheduling form, is it possible to automatically pull the user's id and automatically populate the link to the landing page so the user can be tracked? For instance: https://americanveteransaid.com/emailformpage.php?id=xxxx
CRM needs to have a Modify Time feature in the Left pane under Filter Patients By
CRM needs to have a Modify Time feature on the Left pane under, Filter Patients By. There is an option to modify dates, that is ok, but we need to be able to modify time in that date, due to the amount of crms submitted during the course of the day. I would like to be specific on the modified time table, when the CRM was submitted after it was modified.
find all contacts missing Phone number attribute
Earlier this week, insertRecords left out the Phone attribute that was in the xmlData for some reason. It worked for the past year but stopped working this week but starting working again today: now we have hundreds of contacts that are missing the Phone attribute and need to fix them. Problem is, using searchRecords, there is no criteria that lets me search for contacts missing the Phone attribute. How do I retrieve all contacts missing a phone number?
API Zoho CRM
Hello, I want to update the date of birth of my contacts. For now, all my contacts have an empty date of birth. I want my contacts to update this information themselves. So I think go through the API but I do not know exactly how to do it. I think we need to create a form with a "date of birth" field. This form will be opened by the contact itself via a URL that it will receive by email. In the URL there must be a way to customize the form with a hidden field containing the contact's ID (for example).
{"message":"The Customer field can neither be blank nor be incorrect. Please enter a correct customer.","code":3008}
My first time trying to create an estimate (through Books) from within CRM using a custom function and running into issues. I am receiving the following message when I hardcode the customer_id into the request: {"message":"The Customer field can neither be blank nor be incorrect. Please enter a correct customer.","code":3008} Here is the request line: newEst = zoho.invoice.create("Estimates",OrgID, {"customer_Id": "591106000000340027", "line_items": [ { "item_id": "591106000000376037", "name": "Something",
Using Email Opens and Clicks as Fields to trigger automations
I currently subscribe to a service called Reply.io. There are others like PersistIQ. They send a series of emails to a list or individual until they open and then they stop. I'd love to be able to set up the same types of automations in Zoho CRM by using the email clicks and opens as triggers in automations. Then I could duplicate what I already have and save some money. This would be great add-on value for new customers looking at a CRM and wanting to use an email SaS solution as I mentioned above.
Rackspace Email
I'm assuming this won't be an issue but I'm hoping someone else has done it already. Are there any issues using email hosted on Rackspace with CRM? I'm hoping the IMAP integration will work just fine... Thanks for any insights...
Workflow rule and Custom function help.
My adventures in Zoho Workflow rules and custom functions continue. I have two workflow rules each with their own custom function. WFR - 1 When a potential with Type A and stage is marked closed won create project using Template A void Create_Projects_for_Closed_Potentials1 (string ProjName, string PortalName, string Template, string AuthToken, string Description ) Edit Arguments url = "https://projects.zoho.com/portal/" + input.PortalName + "/api/private/xml/project/getprojtemplates" ; params
How to pull Name and address ( street,city,postal code) info from profile to custom module?
I would appreciate if someone can help me with creating the automation behind the procedure of pulling Profile info into another standard module ( from Contacts to accounts)
Vendor Module - Email options
I would like to be able to send emails to our Vendors. Please can you explain the available option? I am very interested in being able to send email through the CRM - is this possible?
Null Error on code that Zoho created
A code created by the Zoho team. Seemed to work at first, but today I noticed it hasn't worked the past couple of days and it now gives me a "ERROR AT NULL" message when I save.. leadIdStr = input.leadId.toString(); leadDetails = zoho.crm.getRecordById("Leads", input.leadId); info leadDetails; createdtime = ifnull(leadDetails.get("Created Time"),""); createdhour=createdtime.toString("dd-MM-yyyy HH:mm:ss").toTime().getHour(); info createdhour; if ((createdhour >= 17 ) && (createdhour < 22 )) { mp=map();
CRM & SHEET INTERFACING OR INTEGRATION
Hello All. In a perfect world CRM needs to access data in a spreadsheet either on xls or a zoho sheet. In my example I just want to use a zip code and another corresponding field and return a value to zoho CRM. I have a set of complex tables that has nothing to do with the data in the CRM which is why it is not there. While the information I need is a little more elaborate, this is the use case. I'm not sure of the best way to may a sheet return me a value based on some fields I have in the CRM
Field Data disappeared and we can't figure out why.
One of our users entered data in a field. It is a drop-down field with several options. On December 18th, the user updated the fields. The timeline only shows that she "Updated Some Fields". She ran a report with the data contained in these fields and downloaded it (proving that the data was in Zoho). Yesterday, the same Accounts were checked and the data in those fields had disappeared. There is no activity in the timeline that would indicate that the data was changed or deleted. Does anyone
Email Subject Lost Upon Sending :-(
Hi there, I'm send emails through CRM, and the subjects are being lost, such that "No Subject" is shown in the Email Section. In the recipient's email, there is a subject, though! Here's a screencast illustrating this: http://take.ms/ScHBz Any ideas? Thanks in advance James
Need to add freight with varying costs to quotes
Hi there, Just upgraded to Zoho Pro and spent the last few days dealing with product entries and adjusting quote templates, etc. I need to add freight to my quotes, but the price will be different for each quote because the machinery I sell is located all over North America and my customers are all over the continent, too. I have created a "Freight" product, but there's no way to adjust the price in my quotes. This is causing a huge problem for me. Am I supposed to keep creating new "Freight" products
Zoho CRM - Multiples of the same products in a deal.
We are currently in a testing phase with Zoho CRM internally. Is there any way to add multiples of the same product to a deal? We have three different hardware products and our clients often purchase multiples. Right now when we sell more than one of the same piece of hardware to a client within the same opportunity we have to create multiple deals to reflect the correct numbers e.g. when there are three of the same product we have to do Deal 1 of 3, Deal 2 of 3, Deal 3 of 3. As you can imagine
When sending mail, save the date in an automation field
Is it possible for my crm to update a date field in the contact record every time I send an email to this contact? The idea is to always have the last contact date by email with this client. So I can make a report with clients that we did not contact in the last month, for example.
Making Reminder field in Events required
I see that the Reminder field in Events cannot be set as a Required field. Is this on purpose, or is it an oversight? I would like to set it as Required if possible. Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Greek language support
Are there any plans for greek language support in the UI of zoho ?
Zoho Sheet View for Accounts is freezing
I am working on updating a lot of data. Evertime i try to access Sheet View in the accounts module, the program freezes. Hope your working on solving this. Thank you, Boris
Zoho Cases Template
Is there a way to create an 'Inventory Template' for Cases? I'm trying to create a template where I can export certain fields from a Case to a PDF.
When I export leads to excel do they stay saved on zoho?
When I export leads to excel do they stay saved on zoho?
Linking Deal/Potential to Projects
I am unable to link back to the original Deal/Potential when I create a Project and would like to know how to do that. I believe this is a fundamental of CRM - how else can the Project Team know contact / company details if they cannot link back to the original Potential/Deal and Lead via CRM ? Looking forward to a favourable response
How best to send a newsletter
Hi Just wondering how you guys manage the sending of an email to all your customers? I send a series of emails relating to specific purchases by automated processes which works fine. I also want to periodically want to send an email to all my customers. What is the best way of achieving this? I am currently considering adding a field to the contact record along the lines of Contact Status which I can then have "current customer", "Old Customer" etc and select current customers and mass email. Is
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