Updating a pick list
We use pick lists to categorise both accounts and contacts. We need to be able to remove or add some categories which we have done previously by mass updating, however we note that this removes the original pick list fields from an account or contact and replaces it with those chosen in the mass update. Is there anyway of adding/removing categories from the original pick list so that just those removed/added change.
report on deleted event
Hi, Is it possible to create a report on all the deleted event on a month? I am extracting the reports each month and I would like to have also the event being deleted. I have the event being modified as I retrieve the EVENTID, but I would like to know if there has been event deleted as well. Thanks, Stanislas
When using email templates, how do you change the "to: " field?
Hi, I've created an email template called "Blah", which fits under the 'Contacts' module. When I go to the Accounts tab, and click on the account "Green", I scroll down and "+ Send Email" A new email pops up, and I open the the template "Blah". The template has the "to: " field populated as the email address on the account. How do I change it such that when I open the template "Blah", it populates a different email address "internal@company.com"? Thanks Matthew
Conditional Auto Number
Dear Sir, Madam, I would like to create a conditional autonumber in the sales order module. This number should only go up in case the order is placed in Chile. Is that possible and how could I do this? Best regards, Marco
Existing User, own CRM?
Hi Guys, got Users within Connect. Is it possible, that user can have an own CRM with the same E-Mail Address, or will it need to be a complete separate Account with another E-Mail then? regards, Marco
HTML window within CRM
Hi, I have the professional version of the Zoho CRM and want to have a tab or App for displaying some external data. Under our Accounts section I want to be able to display an iFrame that would authenticate and go to a 3rd party website where it would display within the iFrame a picture of a floorplan for the customer's location and all employees and assets as they are mapped. I'm trying to find out if Zoho's CRM or Creator would have that ability. Even if it were a new tab where all it has is an
Put my site into crm
Hello there, first of all sorry for my english .. I want to put my website into crm tabs. I tried to do it via web tabs but crm doesnt display site. I dont know how to solve it.Any help? Thank u very much!
Custom fields populating Accounts but not Contacts
Is there a way to create a custom field at the Account level that when I populate with a value, also populates the same field for Contacts associated with the Account?
Creating an Account ID for accounts imported from MSExcel
When importing new contacts into Zoho from MS Excel, Account ID is a mandatory field. What are the requirements for creating an Account ID for the new accounts to be imported?
New Features for a Better Customer-Focused Company
The relationship between a customer and a business is an important one. Customer satisfaction is the key to the selling process. Being a customer-focused company, one definitely needs the right tools that aid in gaining customer intelligence, giving topmost priority to customers and in achieving great collaboration within the organization. With the aim to move forward in this direction, we have introduced quite a few exciting new features in Zoho CRM that will definitely help you be a better customer-focused
Multiple businesses in CRM
Hi team, I was wondering how I would go about setting up a second business within one ZOHO CRM account. Or would I need to create a second ZOHO CRM account? Thank you.
Unable to send message
Please unblock my account luis.gachon@zoho.com
inline JavaScript not working in templates
When importing an HTML file as a template, no javascript code is recognized For example, I need to hide a field if it does not contain data <script> if(${Proforma Invoice.Billing Code} != "null") then ZIP Code: <font size="2">${Proforma Invoice.Billing Code}</font><br> </script> Appreciate your fast response
How to read from notes
I am trying to read the latest notes to be displayed in reports, emails, etc Are there any way to do that?
Why I can not create Button in my module?
In my Links and Buttons I can not see the option of Create New Button Only Create New Link option is available Any Advice??
Meeting Request Email tagline
Is there any way to remove or at least edit the following tagline from our meeting request emails that go out from Zoho? "This email is from Zoho CRM. If you think this is spam, please report it to abuse@zohocorp.com for immediate action."
Account blocked
My account has been blocked. Please unblock luis.gachon@zoho.com ASAP. Thanks.
Is there a way for the second email ID of the Client/Lead profile to recieve a macro (email send to them) automatically as well?
I think that when I send macro email to recent entries and part of these have two emails listed, just the primary email gets the information. I want that second email to be receiving the correspondence as well. And if possible - to add third email field/box. Thank you!
Explore, Extend and Enhance your Zoho products from the Marketplace- Join us in a webinar to learn how.
Zoho Marketplace is an online store where users can search for, find and install extensions that enhance the core functionality of their Zoho product. Extensions let your product do more by providing small feature additions, integration with third party applications and solutions to many user needs and wants. Join us for a webinar in which we ll: 1, Give you a walk through the Marketplace UI, 2. Demonstrate how you can install extensions/integrations to your Zoho product, following which we will
Customization by design and product
I have a problem, have one of the products that I accept, I need to list 5 steps to get it delivered. And you need to report which customers and which step you are on. Example: 3 clients in step 1, 4 in step 3 and so on. But I do not need for all the products or projects I sell, only for 1. You can create a potential field that is enabled only if it is for project Z, for example.
Delete contact record when the email address is categorised as ''bounced'' in Zoho Campaign
Hi, I want to create a custom function where when a contact's emails categorised as ''bounce'' with Zoho Campaign to simply erase the contact record. The reason why we need to do this is because, in our industry, the turnover is very high, people are working into a company sometimes for less than 6 months. When we have a contact with an email address, we assume they still work there. By erasing the records, if the email bounced, ensure we only keep the right contacts in our CRM. How could we do that?
Action report filter criteria
Hello, i can't find that i can create an "Action report" that allows me to filter a string in the subject. I need a report that shows all actions that were created from a workflow. All have the name first few words in the subject. thanks Kelly
Custom Report shows no Account Name and not all records
HI, i made some custom reports. in some reports is no account name. in some reports are not all records shown attache one example for no account name any ideas? Regards hubert
Rule is not triggered on update of a record via API
Hello, We are using API to update Contact's last login date and number of days after last login fields. We have Rule, which is triggered everytime Contact is updated, there is a condition to create a task for the contact owner if number of days from last login is equal to a number. It used to work, but now it does not work. And rule is not triggered by API update. When I update contact manualy, rule is triggered. So conditions in the rule are correct. Thank you in advance, Ivan
Problems with API
Hi! We are having problems with the API. We sync data from other server to Zoho CRM, and we need to trigger certain workfow rules whenever there is a change. The problem is that when we update records via API, and we do it massively, the workflow rules arent firing. We generated a ticket, but there is no way to follow it, and we haven't received a e-mail. We also think that you cannot offer chat assistance only for clients on trial, and not having this option available for paying customers. I think
Sending follow up email automatically after sending an email
Hello, As per sales process we send a custom proposal using an html email template to our leads or contacts, sometime this email goes to spam folder, so ideally we want to send a text email saying to check the proposal email that will be sent automatically after sending the proposal email. Using a button or workflow rule we can send the email but is there any way to send the email automatically based on sending first proposal email? Best Regards, Wasiur
Lead Module - Send Notification email to the selected Owner checkbox not available to some users
Hello, In the Lead module, when a user wants to change the Ownership of a lead, the Checkbox 'Send Notification email to the selected Owner" is only available to me (the admin). How can I turn on this features for all users? To be clear, the users can change the ownership, but it's only the notification checkbox that is missing. It is available in the admin mode however. Thanks, Benoit
Mautic integration with Zoho workflow
Hello! We've succesfully integrated our mautic installation with Zoho, and we are able to push new leads into our Zoho crm. Separately, we've created a workflow so our sales rep is notified via an email whenever a lead is ready to be contacted. When we manually create a new lead, the workflow works as expected. When mautic pushes a new lead, the lead is created succesfully, but no email is sent. Is there a way we can configure the workflow to work with leads coming from mautic?
Lead Module - Send Notification email to the selected Owner checkbox not available to some users
Hello, In the Lead module, when a user wants to change the Ownership of a lead, the Checkbox 'Send Notification email to the selected Owner" is only available to me (the admin). How can I turn on this features for all users? To be clear, the users can change the ownership, but it's only the notification checkbox that is missing. It is available in the admin mode however. Thanks, Benoit
Download templates for SalesOrders
Hi, i looked to download templates from this web page but it doesn't allow me to. https://www.zoho.com/templates/salesorders/ Can someone recommend me a page where i can download template or how to make my own, i know how to create one, the only thing i need is to add the products, prices, discounts, taxes etc... Regards.
Can I add values from Lead Status pick list like Cold, Hot, Warm and Success
Can I add values from Lead Status pick list like Cold, Hot, Warm and Success.
GPS AND GEOLOCATION
Hola, somos usuario de este CRM y estamos muy interesados en que la aplicación deje añadir localizaciones GPS, para las oportunidades y para las actividades con el fin de, ubicar en un mapa todas las oportunidade y actividades de cada agente. Sabes si esto es posible o si tardarán mucho en implementarlos, sé que otros CRM ya lo tienen pero no queremos migrar de CRM
Attach document and send email. Automation.
Hello friends. I need to attach a document to a record and that it is automatically sent by email using one of my templates. Is this possible? PVU
Map a field from custom module to Products module with specific layout
How do I make a field (column) appear from Custom Module 3 in Products where Layout is “car rental”. CustomModule3 represents vehicle details (vehicle name, number of seats, type etc.). I need to be able to show some of that information (number of seats, vehicle type) under Products with ‘Car Rent’ layout. I’ve read around the forums and it seems I cannot simply “add” columns from CustomModule3 to Products (which is really strange since they are related). It seems that the only solution is to create
zoho.crm.getrelatedrecords error "4401"
Hi! how are you? I have custommodule6 and there is a Related List to custommodule1 Im trying to get related records but it returns error. {"4401":"Unable to populate data, please check if mandatory value is entered correctly."} void Untitled_Function34 (int bk) getRelatedRecods = zoho.crm.getrelatedrecords("custommodule6","custommodule1",bk.toString(),1,200); info getRelatedRecods; PVU
Customer Lead Conversion - Re-Assigning Emails From Leads
Due to our complicated sales process, I'm developing a custom function to perform do Lead Conversions. It creates multiple Accounts, Contacts and one Potential. During this process, I had to figure out how to re-assign the Tasks, Calls and Events to the Potential. I'm having trouble re-assigning the 'Emails' section of the Lead to the Potential. So, for the Tasks, Calls and Events, I've use: zoho.crm.getRelatedRecords function. It returns a set of ACTIVITYID's, when then I'm updating the SEID
Create a custom function that stops workflow actions
Hi, I have set up a workflow and it's working great, however I'd like to stop it if a certain date/time has been reached. We have an event, however if people are late registering then they will miss out on a certain time-based offer and I'd like to stop the trigger that sends out a certain email. I was thinking if it was within an if statement like: if(zoho.currenttime > '17-Jul-2017 12:00' ) { //SOMEHOW STOP THE CURRENT WORKFLOW } Is this possible? Regards, Stephanie
How to open webpage on creation of lead record in zoho crm?
Hi, I need help in problem facing in opening new window or popup window with URL of (.php file) on creation of Lead record in zoho CRM. I want to open a new window or popup window with the link of my PHP file, when I create a lead in zoho CRM. I tried it using openURL() function in [Workflows->custom function], but not succeeded. Now please help me to sort out this problem. Thanks
Suddenly permissions denied for user adding an event
I have a user who was trying to add an event to a contact. She was able to open the dialogue box, enter info, but then received an error saying "Insufficient privileges to perform this operation". We have not changed anything in our account, and this user has entered events before without issue. Attached is an image with a screenshot of the error.
Export data to excel via xml
Hi, We have setup a connection in excel to request live data but as there is no schema file, excel then creates a default map which is not formatted in the correct way. Is there a way to specify the schema file so this is formatted correctly or another way to extract the data into excel so it can then be used for normal lookups? Thanks Lee
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