Creating an event in CRM with several guests
When I create an event in CRM (say an online meeting) I can add people one by one but once it is done it tells me how many people I invited, but not who they are. It would be useful to be able to check this before sending. Also, it wouldbe really useful to be able to create an event to a list view, so i goes to several people (just the same as sending emails)... Thank you!
Fatal error with search record by an email
Hi guys I need a function to check if the email is already added in Contacts module. It works OK if the email exists. It gives a fatal error if the email does not exists. Here is the code: public function searchRecordsByEmail() { $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Contacts"); // To get module instance $email="email@domain.com";//email id to search for $page=1;//page number $perPage=200;//records per page $response = $moduleIns->searchRecordsByEmail($email,
CRM Quote PDF Export - Is it possible to hide products fields that are not populated?
Hello! I hope I can explain this clearly, I am still learning a lot and have a question. I am working on a Quote Module PDF export template and have added some fields that are getting added to manage parts of certain products -- but in some of those products the fields are not populated and have no relevant info to populate. The end result I am getting is that when I generate that PDF, the products that have those empty fields end up having empty fields in the quote. I am wondering if it is possible
This Week in Zoho News - CRM Zen Show Episode 93
Click here for other episodes and more. Zoho News Increased Limits for CRM in Zoho CRM Plus If you are a CRM Plus User, these are some nice increases. 10 validation rules per layout, increased to 25 2 custom modules per user license, increased to 5 20 active blueprints, increased to 100 WorkDrive adds True Sync for Windows (Beta) This creates a virtual folder in windows to access your WorkDrive files without taking up local hard drive space. New CRM Marketplace Apps 13 New Apps Including Mapsly,
Free webinar: E-Sign business paperwork using Zoho Sign and Google Apps
Hello, Despite the sudden prevalence of tools with remote working capabilities to help organizations practicing social distancing, business deals still hinge on a substantial amount of paperwork being carried out, which can prove to be a huge hurdle with the conventional pen-and-paper approach. Zoho Sign, our digital signature application, can help completely digitize paperwork in a hassle-free, legal, and secure manner while greatly reducing the associated costs and turnaround time. Furthermore,
Matrix report issue
Please help me I am trying to do a matrix report like the image below. I have used this report before but now when i go in to customise it differently on the "specify your column heading" And i want to select product it doesn't appear there anymore?? I have tried a range of different selections when i try to create report. Product does appear under Specify your row heading (but i want the row selection to be account name) I hope you can help with with this issue thank you Jeremy - +61 (0) 420 818
Accounts / Layouts / Related Lists - on mobile app
Guys, In the web app of CRM, I have set up the following: - A layout for "resellers" - with specific fields. - Reseller accounts are assigned to this layout - Related lists are optimized for the layout (for instance it includes: "products sold") - A layout for "end-users" - with specific fields - End-user accounts are assigned to this layout - Related lists are optimized for the layout (for instance it includes: "products purchased") This works flawless in the browser. I seem to have a persistent
Restricting agents from editing customer issue description
I'm creating a ticket automatically in desk through an api where i m capturing the issue description also when the agent logs in he can edit this description is there any way i can restrict the agent to so?
How to undo changes
Hi all I mistakenly closed a task and I now wish to undo such a change i.e. re-open the task again because it hasn't been fully completed. How can I do this? Thanks Pierre
Tip #10: Trabaja de forma eficiente con el Calendario de Zoho CRM
Tips & Tricks #10, adaptado de Aishwarya EK ¡Hola, miembros de la comunidad! Hoy llegamos al tip número 10, lo que indica que nuestra comunidad ya cuenta con una decena de consejos y trucos para Zoho CRM - los cuales espero os estén ayudando. En el de hoy, veremos cómo organizar nuestro calendario de CRM, de forma que veamos aquellos eventos y actividades que realmente nos importan. Tip #10: Trabaja de forma eficiente con el Calendario de Zoho CRM El calendario supone una gran ayuda para los profesionales
FECHA DE PAGO ESPERADA
Buenos días, En Zoho books te permite cada vez que creas una factura indicar la fecha de pago esperada. Nosotros trabajamos con clientes que su forma de pago es, por ejemplo, a 30 días fecha factura con día de pago el 20 de cada mes. Por lo que la fecha de pago puede varia con respecto a la de vencimiento entre 1 y 20 días. ¿Hay alguna forma de que cada vez que creemos una factura de ese cliente se rellene automática el campo de fecha de pago esperada? Imagino que habría que introducir ese dato
Can't Delete Contact List
Being using Zoho Campaign (Free Version) recently & find it quite okay for a while. Try to delete the contact list but it's seem that i can't delete it anymore. (Reach maximum limit) Is there anyways for me to delete it without asking to upgrade package. Thank you
Built in functions getFieldNames() & getFieldValue() could be improved!
Hi, Would be nice to see both these functions improved to handle sub-forms, also the ability to use within custom functions. Like this would be awesome: map forms.fieldValues(int recID) { record = Form[ID = input.recID]; counter = 0; myMap = Map(); for each line in record.Sub_Form { counter = counter + 1; fields = line.getFieldNames(); for each field in fields { myMap.put(field + " - " + counter, getFieldValue("field"));
Tip #6: Crea campos únicos para evitar el duplicado de registros
Tips and tricks #06, adaptado de Aishwarya EK ¡Hola usuarios! La semana pasada hablamos de la importancia de tener una base de datos organizada para empezar mejor el nuevo año. Si bien es importante tener el foco en utilizar Zoho CRM de la mejor forma, también lo es el mantener una base de datos limpia y ordenada. Siguiendo con este hilo, hoy te ofrecemos un nuevo consejo sobre cómo evitar los registros duplicados en tu base de datos de CRM. Tip #6: Crea campos únicos para evitar el duplicado de
Report based workflow
Hi there, I often find myself wanting to create workflow based on reports instead of forms. Here are some examples: - On-Create of a new record from Report A, assign default value to field1, field2, field3. On-Create of a new record from Report B, assign different value to those fields. - On-Create of a new record from Report A, hide field1 and field2. On-Create of a new record from Report B, don't hide those fields, or hide other fields. - On-load of Spreadsheet report, disable field1 and field3
Creating a recurring task through workflows
Under the leads module we have a field called 'Quote Live?' - this is a mandatory field and upon creation the user will select 'Yes' (given it's a new lead); I want to create a workflow whereby an automatic, recurring task is created that'll prompt the user to contact the lead every 7 days but I'm at a loss at how to do this. There doesn't seem to be any obvious option when I'm trying to create the workflow rule - last modified time / activity etc doesn't seem relevant as the relevant data ('Yes')
Work Flow Rule To Change Layout?
Hello All! Can one create a workflow rule so when a user creates a new Account, Contact or Opportunity (Deal) it will 'default' to a custom layout? Thanks! Bobby
Integrate Zoho Creator with Contact Form 7 (Forms: 3rd-Party Integration Plug In)
Hi there, Has anyone successfully integrated a Contact Form 7 on a wordpress site with a Zoho Creator form using the Forms: 3rd-Party Integration Plug In? I believe it is possible from some comments on the wordpress plugin page: https://wordpress.org/support/view/plugin-reviews/forms-3rdparty-integration I have a paid Zoho account, I have published the form within Zoho Creator & I'm using the public URL link within the Forms: 3rd-Party Integration Plug In. I would like to set set up the form on
Creating concept subscriptions
Hi, I would like to automate the creation of subscriptions when a , but a manual check needs to be performed before they can actually be started and invoiced. Is there a way to create subscripitions in concept for customers? Or would using the unbilled charges be an option? Also, we create websites. Customers start paying when their website goes live. We'd like to create the subscription in concept once the deal has been signed so we don't forget to do it, but the customer can't be billed right then.
ZOHO COQL: Order By Picklist type field
Hello. I am extremely confused about the "ORDER BY" implementation in the Zoho COQL. Can you please help me to sort the results? I am using Zoho REST API: https://www.zohoapis.com/crm/v2/coql Here is my query: { "select_query": "select Amount,Stage,Type FROM Deals WHERE Owner is null OR Owner is not null ORDER BY Amount ASC" } And the result is: { "data": [ { "Type": "Existing Business", "Amount": 25000, "Stage": "Proposal/Price Quote", "id": "4197230000000241287"
INWARD PURCHASE MISSED IN GSTR3B MONTH OF MARCH 2020
Sir. we missed one inward purchase bill entry for the month of March 2020 in GSTR3B filing.But in GST portal GST2A data shows my vendor upload that invoice.Now how to i claim ITC for missed purchase bill.
How I can setup account for Zoho Book recurring invoices like normal invoice
I don't want to setup account for recurring invoices each time new invoices is generated.
Invalid oauth token
I am trying to add user in crm using API. but it shows {"message": "invalid oauth token"}. how can I solve this issue?
Gmail clipping email content
I've been designing a template, but when I send myself test emails, Gmail does not show the whole email. It cuts it off halfway and says "[Message clipped] View entire message". I'm looking for a way to make sure the whole email is shown, without needing to click on another link. Please let me know if there is a solution to this. Thanks!
Opening Balance
1. My current Zoho Books Migration Date is 23/04/2019 2. I would like to change the Zoho Books Migration date to 01/04/2020. 3. But, we have entered opening balance in Customer Receivable and Vendor Payable. And recorded the banking transaction against it in the month of April. 4. There are No transactions from 23/04/2019 to 01/04/2020 except opening balances. 5. Now, We are unable to migrate the zoho books. Could you please help us with it ? how opening balances can be shifted from 23/04/2019 to
Workflow - Word of the day #31
A workflow is a series of steps (tasks, events, interactions, activities) necessary to complete a business work process. In a sequential workflow, each step is necessary to be completed before the next step can be started; in a parallel workflow, two or more steps can occur simultaneously. Here's a knowledge-base article on how to set up the Workflow rules in Zoho CRM. Check this quick video on Workflow rules. Previous 'Word of the Day': Blueprint Next 'Word of the Day': Email Notifications
I can not verify domain, tried all three methods
Hello, I have tried all three methods to verify domain 3gyian.gr and still no luck. I've confirmed that I have correctly followed the instructions given. I'm having the same problem with other domains I own eg. assetcom.gr Please help.
How to use Accounts module's data as criteria in MktHub
Hello guys, I'm creating this topic to try to find out how can I use Account's module's data as criteria to known visitors in my smart popups at Marketing hub. Right now, I'm able only to choose leads' module. Am I missing any setup step? Anyway. I also have another question. Does Zoho Marketing Hub have a live chat between me and support team as CRM and desk? I really miss it, asking for help via e-mail takes too long. Anyway, if anyone could answer me would be fantasitic! Kind regards, Stay safe
Pas d'envoie de mail
Bonjour, Lorsque j'ajoute un client en tant que utilisateur final, le client ne reçoit pas de mail (pas en spam) idem sur l'acier ré-inviter Le problème est depuis le début et je ne peux pas déployer mon helpdesk . c'est URGENT Merci de votre aide
6 Zoho Vault features you must try this World Password Day
It's World Password Day tomorrow, and there's no better time to talk about the importance of passwords. World Password Day is observed on the first Thursday of every May, with its prime focus on the importance of using strong passwords across all accounts. With the explosion on the number of applications we use when working remotely, password management can be stressful without the right solution. A password manager like Zoho Vault makes life easier for both individuals and businesses by helping
Clear subform B particular row when decision-box in subform A is unchecked
Form A has 2 subform's, subform A & B,subform B is copy of subform A except few columns. When successful-EDIT entry is done both have same data.Problem is that when a checkbox in unchecked in subform B onEDIT -> onUSERINPUT , I can't user clear() to remove that particular row in subform B( having same data unchecked in subform A) i tried below example also but it did't work : fetchedRecords = Employees [ Date == today ]; for each rec in fetchedRecords { rec.Job_Experience.clear(); } How can i achieve
Why don't I have Zoho Blueprints?
Every piece of Zoho official documentation I can find just shows the blueprints option in the setup screen. However, even after purchasing a month of Zoho CRM I'm unable to find blueprints from these options. What do I need to do to get blueprints and why is this so difficult? It should just be there. If it's a paid extra, have me click to pay upon clicking the option from setup. Who's in charge of this? Why isn't this the present workflow?
Migration to Zoho CRM API version 2 is a BIG PAIN!!!
I have been working on it for 2 days with a zoho support engineer and it's still not done!!! Zoho engineers are useless and have no ready made answers!!! I see no benefits in this new API, only PAIN, PAIN PAIN!!! Zoho - are you interested in making customer's lives easier or Harder????
Open Z-People mobile app when Accept/Reject is clicked in the mail received as alert
Scenario is request for a leave is made,I receive the notification on email (and app as app is installed already). If I click on approve/reject button, currently the browser opens up. Any way to open People app directly?
Anyone else have white boxes when connecting to Mac?
Whever I connect to my 2012 Mac Mini server (1TB SSD 16 GB RAM) I can't see the contents of any window. They just look like white boxes. also, the area where the desktop icons are is also just a giant white box. Any idea what is causing this? I want to love this remote solution and it has been pretty flawless everywhere else but I need to connect to this and 5 similar machines with some regularity. Thanks for any insight you can provide SK
Any way to create bill with a $ amount associated, but not specify an item
We get referral deals for our business. For some of our referring partners, we have contracts set-up with them that they will get a percentage of the deal amount. Because the deals can be any amount, the referral fee that we will pay out can be of infinite amount. We want to automatically create the bills in Zoho Books, since we pay out at the referral fees at the end of the month and want to document our payments agains these bills when we actually send out payment. But when I try to create a bill
Tip 22: How to allow employees to check in and out, and then automatically calculate their total work hours
Hi everyone, Keeping accurate track of employee hours is crucial to smoothly running business. So this week, we wanted to go over how you can automate this whole process using Zoho Creator. With this tip, you'll learn how to set up a page that will make it easy for your employees to check in and out, and help you track their work hours on a daily basis. To do this, let's create a sample application called Attendance App, and show you how you can use it to track the total work hours of each of your
Data Sharing permission now include Teams!
Last week , we released an update to the Data Sharing settings in Zoho Desk. Data sharing is used to organize data (Tickets, Accounts, Contacts etc.,) accessibility between Agents based on the Role hierarchy that is configured by the administrator. This recent update enables you to make use of this feature based on your Teams configuration as well. We consider this could be a major change for accounts having both these configurations (Teams & Data Sharing) in place. We request you to go through
ZOHO BOOKS ANDROID APP NOT ATTACHING PURCHASE ORDERS
Have a recent problem with the zoho books android app. It has stopped attaching purchase orders to the purchase orders email. My suppliers are just getting emails without the orders. This is a massive and urgent problem , have tried on 2 android phones
Customize detail view links (click to WhatsApp)
Is it possible to customize the detail view to include links in certain fields? For example having the phone number link to start a WhatsApp (wa.me/phonenumber) chat instead of dialing. Or linking a field like invoice number to take me to a different report on my app. I know it's possible to make custom record templates but these are used for printing and saving to PDF. I am looking for a way to customize the actual detail view while viewing a report.
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