Zoho email templates for multiple modules
Good afternoon, I am trying to find a way to automate follow up emails 2 weeks after a purchase date. I am entering the purchase date in as an activity as the purchase date = event date that we provided services on. We use a scheduling system so this is done manually. The due date for the task is the date of the event. At this point I have set up an automation to email the contacts which have this task on their profile 14 days after the due date of the task. I need to find 2 things (1) how to test
Forgoing duplicate check for leads when using insertRecords method?
I am currently using the Zoho form to catch leads from my website, the form works great but there are a few things I do not like about it, like the old school captcha and it's formatting. Using the Zoho form, if a lead which subscribed previously tries to resubscribe again, using the same email address, the lead is added to the Leads section of the CRM again. Which works great for me, as a previously dead lead might turn to be live again. After deciding to update the form looks and using insertRecords
Trouble with permissions
Hi, In my company I have some roles: entertainer, producerBCN and producerFR Entertainer shouldn't be able to see or modify the records that are property of producerBCN. In other hand, producerBCN should be able to see and modify the records that are property of producerFR. And finally producerFR shouldn't be able to modify the records that are property of producerBCN but have to be able to see them. How can I configure this permissions? Regards,
Zoho email add on for Zoho CRM
I've looked and looked but cannot find this Setup-->Personal Settings-->Email Settings-->IMAP/POP3(Zoho Mail)-->Configure Now. to setup the integration from Zoho mail to Zoho CRM. Am I missing something?
Audit Log
is it possible to delete history in audit log ?
Delete leads but not contacts or accounts
Hi, I want to delete the Leads I have in the CRM but do not want the Contacts or Accounts that have been created to be deleted. I'm assuming that because I converted Leads to Contacts or Accounts that they are identified differently from Leads? Will I be okay deleting all Leads and the Contacts and Accounts will remain? Many thanks for your help, Kelly
getRelatedRecords to get accounts related to Custom Module entry
Hi all, I am trying to get related accounts of a custom module (business partners) entry. Here is the query: https://crm.zoho.com/crm/private/json/Accounts/getRelatedRecords?authtoken={auth}&scope=crmapi&id={id}&parentModule=CustomModule2 But I am getting: { "response": { "uri": "/crm/private/json/Accounts/getRelatedRecords", "error": { "code": 4401, "message": "Unable to populate data, please check if mandatory value is entered correctly." } } } However I can get Tasks
CRM_ERROR_PAGE_500::::EXCEPTION
Hello, When I try to check my 'field updates' (in automation/workflow rules), I get the error shown below: CRM_ERROR_PAGE_500::::EXCEPTION Could you tell me how can I solve it? Is this a bug or is there any way to avoid it and check my configured 'field updates'? In addition, when I go to blueprints and I edit one of them, I'm trying to configure as an 'after' rule to update a field. If I try to associate an existing one, nothing happens. It's supposed that I should see a list with every field updates
Formula to Calculate Fiscal Year Contract Amount
I am having trouble creating a formula to determine the revenue generated for an opportunity within a fiscal year. For Example: ${Opportunities.Monthly Recurring Fees} will generate $2,500 a month in revenue. Fiscal Year Ends 3/31. If contract closes on ${Opportunities.Closing Date}, how much revenue will the opportunity generate between ${Opportunities.Closing Date} and 3/31 of next fiscal year end. The issue I have is determining the number of months between the closing date and the fiscal year
How to restrict users from seeing others data?
We have sales members from different regions and we do not want them to have a view of each others deals/accounts/leads... So, how do we restrict users from seeing others data?
Replacement for Sage ACT!
I would really like to speak to someone about a business that is currently a ACT! Gold reseller that is interested in becoming a Zoho partner and attending Zohoholics next week. Emails to sales are unanswered and the sales phone number goes in to a queue of 1 and dies.
Labels, Labels, Labels
CRM is an excellent program and the features you are adding to it just make it better and better all of the time. However, you are missing a very important part of the program and that is the ability to create and print labels. Not just mailing labels but many other kinds of labels such a price labels, folder labels, etc. I have used the Avery 5160 label for much more than mailing labels and I would like to suggest that you create a program that will let people use that format as the default label.
MAILING LABELS!!!
My goodness...how simple is this...yet remains unavailable. Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho CRM to Paper: Design & Print Data Directly using Canvas
Emails sent through Zoho?
Is there a way that I am able to set up my user profile to have a copy of every email I send out through Zoho sent to my email account? Basically, I am looking to be able to Bcc myself on emails sent through the system but not necessarily when only using templates. Is this possible?
How to disable Zoho CRM Right Panel in Tasks?
Hello, I want to remove the right panel in Tasks that showes customer info, Timeline and Conversations. How do i do that?
Is ZOHO going to FIX this issue?
Workflows STOP working because of Layout Rules Let me start by saying that I have already reported this issue to customer service, and I did get the following email reply from Zoho Support Team: "Greetings from Zoho CRM Support. Thank you for your patience. We have checked your requirement from our end and I am sorry to inform that the same field cannot be associated with the Conditional Field and with the Workflow at the same time as this would require two different set of Automations which can
Notify user of a new note on a contact/lead assigned to him
Hello. If I use the @username when adding notes to a contact/lead, will @username be notified of this? If not, is there some other way to send a user a message re a specific contact/lead other than a separate email referencing/linking to the contact/lead? Thanks.
Noticed issue with timezone on calendar event creation in Zoho CRM with custom function.
Has anyone else noticed an calendar event time be off by 5 hours lately? We have several custom functions that use a date and time field to populate a calendar event on a users google calendar. The events are now populating 5 hours later than the time the are scheduled in our custom module. Not sure why this is happening, We have check the code in the custom functions an it was not change we checked the time zone in CRM that is still the same. We checked our calendar time zone that hasn't changed.
Detail section with several fields and records in the deal form
Hello all. I would like to know if is possible to create a detail form with custom fields linked to the deal form, and how. The form will have some custom fields(6-8). The most importants among them are numeric and dates. I will need to create a report where to use those numeric fields to be summarized. Thanks for your answers.
CRM api updating records
Brief background of what I'm trying to achieve: Someone fills in an enquiry form on our website about a specific product. I use the crm api (with php) to insert the enquirer's details as a lead into the crm and get the lead id from the response and save it as $enquiryid. I then insert the product details with a duplicate check into the products module in the crm and get the product id from the response and save it as $propertyid. I now want to update the lead to add the product to the lead. (Easily
site to site vpn
i want to buy zoho crm but we need to site to site vpn because only site to site vpn on intergration accept a software using.
how to implement s2s pixels from the crm ?
HI , while i register a lead to the crm and sent a link in one of the parmas value and want that the crm will handl a s2s pixel, is there any support for the s2s - server to server pixels in zoho crm to use this link and handle it ? how can I do that ? something lik google tag manager or facebook thanks
Quickly sending an email to a cross section of contacts at selected or filtered accounts????
Been using Zoho CRM for about a year and a half now in my Manufacturers Representative company. It's working really well for us. We don't use multiple users, it's a simple database, contact list and we use some basic commission tracking. We are contracted sales agents, representing multiple brands. We sell more than 1 brand to multiple accounts. We have accounts set up, and I've created fields in the account module to sort if an account is a "Target" or "Dealer" for particular brands. I can apply
Associating Leads and Vendors
I'm currently trying out the free version to evaluate if it will meet our needs. I would like to associate leads and vendors. Each lead can be associated with more than one vendor. This is because we need to keep track of which leads have been passed on to which vendors. Is this possible and if so how do I do it?
How to execute workflow after click in email
Is there any option to execute a workflow after click in an email? There is an option to track the emails status (sent, opened, clicked). Could this be used for workflows? thanks in advance, Marco
Process from Quote to Sale?
Hey there, im kind of new to Zoho CRM and trying to use it for our business processes. Till now i'm having a lot of different small problems while trying to rebuild our sales process. Maybe there are some more experienced users who could help me with building our workflow. I try to do it all by myself and spending way to much time into this software instead of making sales. Till now it's not making much easier. The setup process takes a long time and is not easy if you try to establish new workflows
Remove an Invoice Line Item via API
Hi, I am wondering if anyone knows how you can remove an invoice line item via the API? When I update the Line Items via the API it does not remove any that I don't specify. I am trying to do a mass update of Invoices where 1 line item product is replaced by a different product but all I seem to be able to do is add to the line items. The original line item is not removed when it is not specified in the new list of Product Details. Thanks, Michael
Update Custom Module Record
I am trying to update an existing record in a custom module. When I try to get my modules, I see: { "content": "CustomModule1", "gt": "4", "id": ..., "no": "6", "pl": "Cohorts", "sl": "Cohort" } So I know that the module is called "CustomModule1". I want to update a custom field on this custom module, so I pulled the fields: { "customfield": "true", "dv": "Cohort Status", "isreadonly": "false",
Zoho CRM API method to use view function of Leads, Accounts and Contacts
Hi, I am planning to build a custom map application that is able to show/edit Zoho CRM Leads, Accounts and Contacts. Zoho CRM iPhone app has view function as below: Is there any method to use Zoho CRM's view function in the custom app which I will build on Google Cloud Platform. Thank you, Junya
Custom Button
How can I create a custom button for mailchimp to send lead to a list in mailchimp.
Filter by email status
I get results when I filter by email status only for individually sent emails but not for mass emails. I haven't been able to find anything that specifies if this is how email filtering works, only for individual emails not mass emails. So I'm wondering is that how the filtering works or is there an issue with the email status filter?
cti integration
are there any aplications or APIs out to integrate Zoho CRM with a centralized CTI? I am interested on call center outbound functions. Sergio Sergio Onorato
Importing csv - data Custom Module data has a lookup field to Contact
Custom module has a lookup field (Firstname + Lastname) from Contact. I have multiple Contacts with the same (Firstname + Lastname) but they are not duplicate records. When I import Custom Module data, it links the lookup field to just one contact. This is understandable because Contacts require (Firstname + Lastname) to be unique. How can I get to link the lookup field in Custom Module to the correct Contact in this situation without fiddling with the names to make them unique?
Merging Labels using Zoho Writer
I'm trying to print Shipping Labels - there are 4 labels to a Letter-sized sheet (2 across, 2 high). The Avery # is 6878. I have setup a 2x2 Table in Zoho Writer and added the merge fields to each of the 4 cells in the Table. But when I merge it to several Contacts, the 1st page is 4 labels to the 1st Contact, the 2nd page is 4 labels to the 2nd Contact, and so on. Is there any way to force Zoho to merge once per Contact ? Or should I be doing this a very different way? I should be getting the 1st
Zoho CRM CTI integration using hosted PBX solution brekeke
Hello, My name is Takasumi and I am top reseller of ZohoCRM in Japan. Many ZohoCRM customer in Japan ask for CTI integration using hosted PBX solution. Customer basically like to setup hosted PBX solution on windows OS Platform. I want to know if you have an CTI (Computer telephony Integration) module for Brekeke. Berekeke http://www.brekeke.com/index.php With the Multi-Tenant Edition of Brekeke PBX, service providers can offer a reliable and scalable Hosted Business IP Phone System to their clients
Enhancement Request - Twilio and ZohoCRM Integration (CTI Pop up when call received)
Dear ZohoSupport, My name is Takasumi Shindo from Japan. [SaaS&CRM Consulting.,Ltd] in Tokyo,Japan. My company is Zoho Reseller in Japan for 4 years. Selling ZohoCRM to SMB customer in Japan. These customer need CTI POP UP function for their ZohoCRM. Currently there are no good IP-PBX Based CTI function yet. So Twilio seems to be very good CTI solution for ZohoCRM. Twilio and ZohoCRM Integration (CTI Pop up when call received) Following is what I expect. Customer call to Twilio number ->
CTI, Asterisk Integration.
Hello. I want to know if you have an CTI (Computer telephony Integration) module. We need to integrate Asterisk VOIP pbx to Zoho CRM so we can connect CRM data with customers calls. SalesForce CRM has this type of integration but I think it will be useful if we can do something like this with Zoho since its a more affordable solution.
Attach PDF to Potential. Data Limit?
Hello Zoho Team, We have Zoho Professional ($20/user/month). The way we have our workflow set up as of now is that we our attaching a PDF to each potential we create. I have read under the plan details that Zoho Professional has unlimited data storage. However, will the PDF files we attach to our potentials create conflict with our total allowed data storage? Please let me know if you need any clarification in my response. ARMGroup
How to detect when a lead is on my site?
Hi Guys, New here so be kind... :) We are using Zoho CRM. We currently have lots of leads / potentials within Zoho CRM. I would like to be able to determine when an existing lead is visiting my site , and improve the lead score. The visit may have initiated visit from an email campaign. SalesIQ doesn't seem to be able to handle this as far as my trials have gone to date... Any help much appreciated :)
Is it possible to sync my CRM contacts --> Zoho email system?
Hi! I have people listed on my Zoho CRM. (name / phone/ email etc) I would like those people to be linked to my Zoho mail so I can access them smoothly. Is this possible? Thanks!
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