What are the advantages of Converting a Lead while prospecting?
I am essentially asking WHEN do you convert a lead. I know it is when a Lead becomes qualified, but why would I convert sooner than later? What is the advantage to do it as far as features of Zoho are concerned? i.e. am I better off converting quickly or later in the process and why?
Tip 29 - Add multiple users to sprints in one go
Zoho Sprints allows you to work with multiple users in a team. However, adding them one by one to every sprint that is being created will be strenuous and time-consuming. Here are some tricks that will let you add multiple users to sprints in one shot. There are three ways by which you can do this. Project Templates You can now clone sprints from other projects by choosing that project template on the sprints creation page. These cloned sprints also contain the users associated with them previously.
I am getting tired of Zoho removing features and then selling them back to me
This is happening too much now. I am using the paid version of Zoho CRM. Now I can not even add a new deal to an existing contact unless I delete the contact and reinput it as a lead and then convert it. This is a simple and ESSENTIAL function that used to exist. The only solution is to upgrade and pay zoho more money. Cowboys. I will be looking to change to a better crm soon.
Pass File_upload field as function parameter
Hi, I can't pass a File_upload field as function parameter. I need it to do the proposed workaround to preview a file: https://help.zoho.com/portal/en/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode Why is it not working? I activate the function through a custom function button found in a report. The File_upload field is shown in the report, but I can't select it as a function parameter. Thank you for your help!
Inquiry regarding how to customize CRM with CREATOR
We are using zoho CRM and CREATOR. However for accommodating our business more, we want to create an interface with CREATOR to link CRM database, and it needs customize tab made from CREATOR inside to operate database of another tab. In order to put it into practice, how should we do? best regards, Ueda
Leads: 'Rating' field
I'm curious, how are other users using the Rating field under Leads? The default list seems pretty vanilla. What are some other, more detailed ratings that other users are creating? Some ideas I have are: hot, warm, cold on-hold (maybe this is better suited for Lead Status?) organic (unsolicited), inorganic (solicited) Also, what is the difference between 'Rating' and 'Lead Status'? Thanks in advance, Brian
How to paginate results using the PHP SDK
Hi! We have noticed, that the API does not deliver more than 200 contacts at a time. Now we need to get the results paginated so we circumvent this limitation (we don't want to switch to the Bulk API if possible). Basically we want to process chunks of contacts so we do not exceed the memory limit of our system. Is it possible to get the paginated results with the PHP SKD? This is the relevant portion of our code: $zcrmModuleIns = ZCRMModule::getInstance('Contacts'); $bulkAPIResponse
Blueprint API v2
When trying to access the Blueprint API v2, how do you pass the authentication token when trying a getUrl/PostUrl? For example: blueprint_response = getUrl("https://www.zohoapis.com/crm/v2/Deals/" + opportunity_id.toLong() + "/actions/blueprint/"); I need to access and change the Stage value in Opportunities, but I can't because it is not available to do so in Deluge. So I have to do it via the API, but I'm not sure of the proper syntax to access the Blueprint.
Enhancement Request: Add Fields to Deduplication Process
It would be extremely helpful in the deduplication process if we could use any of the fields in our CRM as criteria. I don't disagree with the 3 field limit, but being able to add a specific field such as Account Status would be a big improvement.
Workflow Rule not running
Hello, We have a workflow rule that every day at 6am creates invoices from [monthly] contracts, based on the contract start date. On Jun. 30, the rule ran, invoices were created, and we see in the Audit Log, all the actions On Jul. 2, the rule ran, invoices were created, and we see in the Audit Log, all the actions BUT On Jul. 1, we see NO invoices created, NO lines in the Audit Log either. In fact we don't see any logs in the Audit, until 8:08 am on that day, which made us thought, there was an
Can Feeds be turned off or hidden from profiles/roles
The new Feeds feature is nice, but is there a way to disable it?
Sync limit between CRM Plus and Campaigns
I have been working on cleaning up my sync and managed lists over the last few days. I noticed this afternoon I was down to "5 remaining syncs for this month". A few of my syncs were being done "daily" that didn't need to be done that often so those were changed or deleted. It seemed that last week I still had 39 syncs left for the month. Is that number (5) left a result of those syncs? And when does the month start? My monthly renewal starts of the 13th of each month. Along those lines. . . So my
Zoho Event Templates for recurring Events (Sales Demos etc.) // Zoho Event Buttons
ZOHO CRM Event Templates Who: Every role in the CRM which is working with prospects (Leads) and clients (Accounts, Deals) What: As a salesperson, I want to save time when I create an appointment and it often repeats itself like a sales demo. As a customer service representative, I want to save time when I create an appointment and this appointment is often repeated for me, such as a new customer onboarding or a support appointment. How: I create an event template where I can fill the fields of the
I'm not receiving email
My website host and google search have tried sending me verification emails but they are not coming through in zoho. They are not in spam either. The only email I can seem to recieve are the emails I send to myself from my gmail account.
What's New in Zoho Payroll [Indian Edition]: June 2020
Hello users, We hope all of you are staying safe in this crisis and are able to settle into some form of routine. Here, at Zoho Payroll, we've been keeping ourselves busy by coming up with a variety of features and updates. Read on to know all about them. Custom employee fields We have introduced custom fields for the Employee module to enable you to collect and store additional information about your employees. You can collect details like Aadhaar number, marital status, etc from your employees.
zoho mail issue
An error occurred while trying to deliver the mail to the following recipients: talk@believefilms.inReporting-MTA: dsn; e226-8.smtp-out.us-east-2.amazonses.com i am getting above mentioned error in zoho notification tab . i have configured amazon SES and tried to send mail but mail are appearing in notification tab as showing error. Please some one help on this.
XML RPC API - Failure, Invalid or null criteria specified
I'm using the XML RPC API's for editing data, following the example that they gave (modified). This is the XML that I am trying to parse with the API: <textarea name="XMLString" > <ZohoCreator> <applicationlist> <application name='supportv15'> <formlist> <form name='Main_Database'> <update> <criteria> <![CDATA[(Return_ID=="HORP53376")]]> </criteria>
Ticket Timer API Call Error
Hello, I am working on a custom interface to start and stop the ticket timer. I keep getting a 301 Moved Permanently error as a response the API call is to `http://desk.zoho.com/api/v1/tickets/${params.id}/timer?action=${params.action}` can someone let me know what this error is for? Thank you.
How can I add StatusIQ page to ASAP widget?
Do there is a way to add StatusIQ page to ASAP widget? So people can click on a link to open and consult the status page?
ZOHO Survey Page Scoring Total Data Pushed To ZOHO CRM
Hi, I have set up a Health Questionnaire in Survey and need to push the data into my CRM. The data that I need to be able to push is "Page Total Scoring". Total scoring won't work for me as I have different assessments on each page. Please advise.
Sorting records by date on a subform
I have a subform sitting on the mainform. I have a fetch record deluge script. Two issues. First issue, I cannot do a sort on the records on the form unlike reports. Second, the records pulled up on the subform are duplicated atleast twice. Below is my deluge: fet = All_Table_Donations[Fk_Sponsor_ID == input.Child_Name.Sponsor_ID]; input.Sponsor_ID = input.Child_Name; input.Birth_Date = input.Child_Name.Birth_Date; input.Sponsor = input.Child_Name.Sponsor; input.Surname = input.Child_Name.Surname;
Unable To Send Emails After Integration
Hello, I recently set up my account and I am unable to send emails. I have not been able to find the answer to my issue. Hopefully someone can help me. Here is the error message: Error while processing the request! Unable to send message;Reason:530 5.7.57 SMTP; Client was not authenticated to send anonymous mail during MAIL FROM I put in the right outgoing information. However, I can not double check again, because I do not know how. Nonetheless, I am not sure why I can not send emails out. Any
Diagnostic-Code: smtp; 554 5.2.3 MailPolicy violation Error delivering to mailboxes Status: 5.2.3
Hi, contact form in wordpress, i submitted a request. But the request mails are getting in notification as in zoho. Error code as follows.Diagnostic-Code: smtp; 554 5.2.3 MailPolicy violation Error delivering to mailboxes Status: 5.2.3 please help on this
Zoho Backstage : questions
Dear Support, I have a few questions regarding Zoho Backstage. Can you please tell me if it's possible: 1) To customize the theme of the website and the tickets (fonts family, weight, colors, etc.)? 2) To use only the ticketing space (without the website) and to integrate (iFrame, for ex.) the ticket space in another website? 3) To connect Google Tag Manager and Facebook Pixel?
Editing "Terms & Conditions" on Invoices
We have a template that comes up on each invoice called "Terms & Conditions". I need to edit this. However, it does not appear on our Invoice Template. Where is this field coming from and where do I go in to edit it? Thanks.
problemas con los contactos de Zoho
Son dos los problemas: Cuando escribo un correo y estoy en la linea de para, CC o CCO y busco un contacto me muestra muy pocos y normalmente nunca el que busco. Es más, si miro el listado completo que muestra no llega ni al 10% de los contactos que tengo. Al final me toca ir a contactos copiar y pegar, muy poco operativo. El teléfono con androit no me deja abrir en contactos una cuenta de zoho porque no reconoce la posibildad por lo que contactos del teléfono no se sincroniza con los contactos de
Please, Restore emails from financeiro@refrim.com.br
Please, restore my emails from financeiro@refrim.com.br Please, restore the deleted files from financeiro@refrim.com.br on the last 30 days. My outlook had a bug and delete all my messages! Thanks.
Books - User Roles and Security
When will Zoho Books include User Roles and Security? Right now, any user added to the system is either and Admin or a General User who can see and edit all. Books needs this so Sales Folks can use Books to Create Estimates and Invoices once the Zoho
How to create a formula field across modules
Is it possible in ZOHO to create a formula field that gets calculated with information from other modules? For instance, I have two modules, Invoices and Payments In Invoices I create a formula field called Balance, so that every time that there is a payment record created my balance is updated. Can this be done? It seems to me that restricting the formula fields to their own module have very limited applicability. To be useful we need to cross reference different modules.
Workflow on form validation
I've added a workflow to extend my validation but it doesn't work. I have no idea why it is not working: Steps I've taken: Add workflow Select form to apply workflow on In my case I want to apply the workflow on Create and Edit And the next step is my line of code. But when I submit the form with one of the selected values, nothing happens, I don't get any alert. Not even when I just add an alert on top of my file so I am stuck on this. Please help me if(input.CompanyType.Name == "reseller" || input.CompanyType.Name
How to use payumoney gateway in zoho invoice ?
I want to configure payumoney payment gateway in zoho invoice. how can i ?
Function in Button
Fiz uma função para aplicar em um botão que fará os contatos não elegíveis serem clonados (copiados) novamente para o contato potencial (Lead's), pois usávamos de aneira não profissional o CRM, porém nos teste a função funciona normalmente, porém ao inserir no botão apresenta o seguinte erro: Falha ao salvar a função Missing return statement: Provide STRING expression to return Line Number: 1 Segue a função: StringContactsToLead(String IdContato) contatoId = IdContato.toLong(); cotinfo = zoho.crm.getRecordById("Contacts",contatoId);
Tip #2: Vista personalizada de tareas en Zoho Projects
Tips and Tricks #02, adaptado de Sushma K S ¡Hola usuarios! Bienvenidos a una nueva entrega de Tips and Tricks para Zoho Projects. Tras el número anterior, donde comentamos unos consejos rápidos sobre cómo organizar tus proyectos mediante el uso de tareas, hoy hablamos sobre cómo identificar las tareas que buscas a primera vista. Tip #2: Vista personalizada de tareas en Zoho Projects. ¡La perspectiva lo es todo! Lo que ves, y la forma en que lo ves puede hacerte ágil, o desviar tu atención. La vista
ZOHO CRM Email While creation of Cases
Dear Team, we have configured the email notification once the case is created in CRM. However there are 5 people assigned for the emails. Emails are going individually. Is it possible to share one email where in the to " created user" and rest in the "cc". Kindly guide for the same.
Issue updating multi-select look up field in Zoho CRM
Hello I've tried Zoho support but they have told me that this isn't possible, but there are some clever people on here, so I though I'd give this a try. Recently Zoho added the 'multi-select' look up field - I simply want to move the data from two single lookup fields and transpose it into the multi-select look up field. So it would look like this... Contact Mr J Bloggs Lookup Field 1: Grapes Lookup Field 2: Apples Multi-Select Lookup Field: Grapes; Apples Does anyone have a solution?
Fetch/delete multiple contacts
Hi, For compliance reasons I'd like to delete all related contacts after a deal is lost. It's not possible to fetch multiple contacts, is it? How can I create this flow? Thanks!
Iframe opened by OpenURL stopped working
Hi, I invoke an iframe into a HTML snippet in my Page using openURL. I created this workflow a few hours ago, it worked for a time and now is giving me this error: I invoke the OpenURL through a custom action. Here is the code: My pages are published: Also, when I invoke the same report within an iframe, it works. I use the following code: Please help! Also, I have a question: is it possible to filter a report by filtering a multi-select lookup with ID? For example: Url/Multi-Select_Lookup_Field
Unable to set rate in User Portal
When I try to change the Portal Rate for a user in the User Portal of Zoho Projects nothing happens. I click on "Update" and the progress wheel spins for around 5 minutes or so and then the user window closes and the rate has not been updated. I've had a support ticket opened for over a month on this issue and was wondering if other users were experiencing the same problem.
Field formatting for a phone number
Can you format the fields that contain phone numbers to automatically enter the -? It would certainly improve data entry time If I don't have to enter the dash in between the #'s 555-555-5555
Problem phone number format - Zoho CRM
Hi, I used to write a phone number, in contact form, like this : 04.42.15.18.65 (for example). Now i can't write a phone number with dot between to numbers. Zoho Crm said : "It's not a valid number". Plus the phone number format changed. Before it was
Next Page