Field Limitations drive me crazy
I am trying to design a great system for us to use and i am constantly having to redesign because of hitting field limitations / layout rule limitations surely these could be a bit more generous i am paying $300 a month for the system and hitting these barriers i do do find frustrating in what is otherwise a really useful and excellent system Kevin
Lookup Fields
Is anyone else having trouble with lookup fields today? When I'm in Lead edit mode, when I click on a lookup field that was working fine a couple of hours ago, is no longer working. It doesn't launch the popup - just the red bar at the top cycling. I've already sent a ticket to support but who knows how long that will take.
Pre qualified Leads
Hallo all, I am new in this Forum and looking for help from you. I made some regional leads and potential reports. My reports are working with city and zip code but not per state. After i research a lot about that i found, most of my prequalified leads states are not showing in the reports. If you know how to solve this problem, please answer me. Thanks in advance. Fahad
How to get the sales order from an website to zoho sales order?
I have an website which will have order history . I would like to show order from that website to zoho sales order how to achieve that?
Autopoulate Field Based on Lookup Field
I created a custom module: Module : CustomModule5 API Name : CustomModule5 Displayed as : SIC Codes (Plural Form) SIC Code (Singular Form) It contains 2 fields that I care about: SIC Code Single Line SIC Name Single Line I'm trying to set this up in the Leads module so that I have a Lookup field for the SIC Code that is pulled from the above and then a second field (SIC Description) is auto-populated based on the corresponding descruption from the SIC Codes module. I know I need a custom function
Migrate Microsoft Business Contact Manager to Zoho CRM
I have 4000 business contacts and 270000 items of History for these contacts. How would I import the data from MS Business Contact Manager to Zoho CRM? I have tried the csv however I am missing ID numbers for the accounts and the notes. What do I do to import them?
Report - Individual Lead
I need to add a new button on teh lead pag to print a pdf report by including some of the information at the record level for that lead. I know how to add a button to a module, but I am not sure whether this can be achieved using a url (maybe Zoho Forms) or a custom function. In either case, how can I pass the values from the lead module? Thanks Shafeek
Zoho - Worklfow, custom function
Hi all, I have a workflow triggered when a potential is win. It copies (with a custom function) the Potential_closing_date into a custom field in account named ''last_closing_date''. This works fine, here is the custom function : acctIdStr=input.acctId.toString(); mp=map(); mp.put("Last closing date",input.closing_date); update = zoho.crm.updateRecord(("Accounts"),acctIdStr,mp); info mp; info update; I also built a custom function to recopie the ''last_closing_date'' field into all my contacts. Here
Linking existing fields to othe modules
Hi, I have a reason to link the birthdate field in Contact to a Date of Birth field in Leads... how do I do this? Can it be done after the fact? I am sure it can. Thanks, Brad
Moving accounts from Lead to Contacts
I've incorrectly added people as Leads. How can I move them into Contacts? Thanks
I would like to trigger two URL's via one click/button
We are looking to trigger two URL’s (one for the update of a CRM and the other is for the Phone system to be triggered-Click2Dial) via clicking one button. 1. The first link will update the contact record in our system with the correct Zoho Contact_ID 2, The second link will trigger a click to dial for that client record Is this possible?
Zoho CRM Insert Call with Lead ID.
Hi I'm Trying to Insert Call Record and Associating the call Record with Lead. The Call Record get insert but its not getting associated with Lead following data. <Calls><row no="1"><FL val="Subject"><!--[CDATA[Test Call_CTL22]]--></FL><FL val="SMOWNERID"><!--[CDATA[xxxxxx]]--></FL><FL val="LEADID"><!--[CDATA[xxxxxx]]--></FL><FL val="SEID"><!--[CDATA[xxxxx]]--></FL><FL val="SEMODULE"><!--[CDATA[Leads]]--></FL><FL val="Call Type"><!--[CDATA[Outbound]]--></FL><FL val="Call Purpose"><!--[CDATA[Call
Adding notes - have to click twice before I can start typing
I was wondering if anyone else in the forum is encountering this issue. Whenever I want to add notes in any module, I need to click on the text area box twice before the cursor would focus on it. For example, when I click on it the first time, I get this: The cursor is not focused in the "add a note" textbox and I can't type anything. I have to click on it a second time before it can get focus: Is this normal and why is this not a bug?
Seting date in Blueprint
I want a transition to be able to set a specific date. For example if a lead says to call on a specific date or call me back in October. Am I missing something when creating a task?
Choose a mass email contact
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
Edit Fields that are shown on Lead Creation Page
I would like to limit the amount of fields that are shown after hitting 'Create Lead'. Essentially, I want our sales staff to only visually show the REQUIRED fields needed on the 'lead creation page. To add additional information they need to create the lead and from that page edit the fields. Screenshot shows the 'create lead' screen shot that I am looking to edit.
Zoho Crm API InsertRecord - Workflow
I am trying to execute workflow on creation of record using zoho crm api and also did wfTrigger = true.But it is still not working. Here it is my xml data: <{authtoken=[hidendata], scope=[crmapi], version=[2], xmlData=[<?xml version="1.0" encoding="UTF-8" standalone="yes"?> <customModule14> <row no="1"> <FL val="Message">Yup</FL> <FL val="Phone Number">hidennumber</FL> <FL val="SMS-Status">received</FL> </row> </customModule14> ], wfTrigger=[true]},{Content-Type=[application/x-www-form-urlencoded]}>
Problemas envio e recebimeneto de email
Bm dia Não estou recebendo email já fazem dois dias. Começou quando enviava email e vinha de volta uma mensagem em inglês, que pelo que consgultei, dizia ser automatica só dizendo que foi enviado o email, e que se repitiria por 4 dias essa mensagem. Desde que isso começou não recebo email e os que envio as pessoas não recebem
Zoho CRM
Hi! We are Events Management company and have almost setted up CRM. We need help in the final touches for Reports and Dashboards and bit of some data.We need someone to start asap and work next 2 days on it and hopefully deliver to us by Monday. Best regards Harmeet Dubey My email is - harmeet.dubey@coriniumintel.com M.no -0044-7984907920
Automaticly generated offerdocument based on the deal information
Is it possible to make a template for an offerdocument, and get some of the data directly filled out from the deal, and acount?
SalesInbox Meeting Requests
When receiving a meeting request, the meeting request info is not shown when reading the email. There is the little icon showing it is a meeting request but no info as far as date/time/attendees, etc...
Horrible Customer Service
Just experienced the worst customer service by Zoho CRM ever. Do not seem to care. Pretty much say, nothing we can do. Good bye zoho, been customer for 5 years and i am going elsewhere unless some oen management contacts me and resovles my issue
Dividing leads
I am currently redesigning the Zoho CRM for the company I work in. I want to create two separate modules for two different types of leads, given that we have two different business lines. Unfortunately when I create a new module and simply put the name of the type of lead, many of the lead functionalities are missing. Is there a way for me to efficiently split leads into two modules, and be able to convert both from leads to accounts?
MAP CREATE TWO RECORDS
Dear, how are you? I have the following map working fine. 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"); res = zoho.crm.create("CustomModule12",creandoaFact); I have a Number field too I need to create, using this map, the number of records equal to the number field. Is this possible? PVU
Pulling information from Accounts into Deals
Hi, We currently have it set up so that in our Deals we have an accounts name lookup. When this is filled out is it possible to pull information from the account look up to populate other boxes? Essentially in the Accounts we have a box for self bill, this is also shown on the Deals however currently has to be manually entered after adding the Accounts name. I want it so that when a user fills in an account name it auto populates the self bill box in Deals if the self bill box is ticked in Accounts.
Update fields by updating a selection list
I have a form with several fields (forming a timeline of my request) and a selection list field. I need a code so that when I change the selection list it updates one of the fields. Fields are checkbox I tried something with this code but without success: AcctDetails = zoho.crm.getRecordById ("Quotes", input.acctId); AcctId2 = input.acctId.toString (); Mp = map (); If (input.product == "Trial TRT RO") { Mp.put ("Trial TRT RO", true); Resp = zoho.crm.updateRecord ("Quotes", acctDetails, mp); } Thank
Get code 4819 when trying to update a contact and the email address is in a different case
Scenario: In Zoho the contact has email Xomeemail@test.com Send an update to https://crm.zoho.com/crm/private/json/Contacts/updateRecords {:body=>{:xmlData=> "<contacts> <row no=\"1\"> <FL val=\"Contactid\">REDACTED</FL> <FL val=\"Contact Owner\">REDACTED</FL> <FL val=\"First Name\">First</FL> <FL val=\"Last Name\">Last</FL> <FL val=\"Title\">Title</FL> <FL val=\"Account Name\">Account</FL> <FL val=\"Email\">xomeemail@test.com</FL> <FL val=\"Billing City\">city</FL>
Zoho CRM | Inventory Templates (Quote, Sales Order, Purchase Order, Invoice)
If you are looking for beautiful templates for Quote, Sales Order, Invoice or Purchase Order in Zoho CRM with Header, Footer and Page Number in each page: you are in the right place. You can choose from our library of templates (and change Logo and Color) OR decide to build a 100% custom-made template! Browse our library of templates here. Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services Private Limited Email: arnab@glionconsulting.com | Website: www.glionconsulting.com ZOHO
PUTURL is not available in zoho crm custom functions.
HI, I would like to know how to udpate an object in an external application using REST? I do not see PUT url similar to POST url. Please suggest on how to do this. Thanks Krishna
Zoho CRM Inventory Templates | Premium Templates Added
Friends, We just added "Premium Templates" in our library of Zoho CRM Inventory Templates. Have a look at the templates here https://www.awesomeinventorytemplates.com/ Have a great day ahead!
Update Ring Central Phone Bridge in ZoHo
Hello, I had a rep set up their ring central with the wrong Ring Central account. How can I update that? Can't find how to update or make changes to the phone bridge anywhere, Help!!
Report and Graphs
Can anyone out there please help me genrated a report showing aged potentials(deals) showing oldest in age to current and graphing this? I have tried numerous times and cant get exactly what I need. Thanks in advance, Best Regards, Chris
Choose mass email contacts
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
getRecordById Help
Hi All, Say I call getRecordById for a product and the product comes successfully. product = getRecordById("Products", id) Then I want the Product Type element but let's say that this does not exist in 'product'. prodType = product.get("Product Type") What is the value of prodType in this case? Is it null or an empty string? What would be the result of the check below? Would it throw an exception or return false? prodType.contains("Test Type")
Creating Auto Emails
Hi there, I have a couple questions about auto generating emails with Zoho. First I would like to creat a workflow rule that when a deal or opportunity is close and won an email is auto sent out after a set period of time. I see how I can creat a task after a period of time, but not how to send out an auto email. Is this possible? Second, I would like to send out Auto emails around birthdays or client annaversary dates? Is this possible? Thanks so much in advance, Brad
Zoho mail merge and Office 365 spam filters
The Office 365 spam filter automatically quarantines bulk emails by default, ie. any that come from using the Zoho mail merge templates that send via mailer.zohocrm.com, even if just sent to 2 people. I'm noticing when you send to one person, the From address is yourself. But send to 2 or more and it's sent via the mailer, which then gets quarantined. Just curious how others deal with this? It'd be nice if we could somehow circumvent the mailer.
Creating Promotions and bonus point systems in Zoho CRM
Hello, Looking for ways to create promotion rules and bonus points systems in Zoho CRM, with the processing of the flows to be done within Zoho, to be integrated with the POS system. Would anyone recommend the best practices of doing it? Thanks, Mykola
Email template width
I'm trying to create an email template with not layout, but even when I select the blank template, I get pre defined borders etc. How can I create a template that is without any layout/borders etc? Thanks!
Exchange rate fixed
Hello! Is possible to keep fixed the exchange rate at the conversion from quote to sales order? Thanks, Regards!
If on If in Zoho CRM
Hello everyone. I wonder how to do if on if condition. Since I got it formula error all the time, I assume it doesnt support if on if. Let says I have field, number A and decimal B. I would like to do the following formula field If(A>0, A*5 ,if(B>0, A*B, 0)) Can I do that?
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