Reflect Deals Financial Stats in Associated Project
I am learning Zoho so please excuse if I misunderstand something. I set up a project, marketing campaign. Besides regular task management I see that projects can be associated with deals. My assumption was that if I do, I can then see the stats from those deals in the Dashboard or Finance tab of the project. I closed some deals during this campaign and associated them (had to create accounts for each contact just for that). When I look for any financial data, I do not see the amounts of the won deals.
Marketer's Space - Distribute surveys better through email marketing
Why should you know your audience better? To cater their needs and fix cracks that bothers them. How do you know your audience better? Probably through surveys How do you distribute it? Email Marketing The integration between Zoho Campaigns and SurveyMonkey helps you create and distribute your surveys to know your audience better, whether it's for customer research or product feedback. Noteworthy perks of this integration: SurveyMonkey is packed inside Zoho Campaigns — Whatever you create in SurveyMonkey
Condition Filter for a lookup field
I have a lookup field for equipment when a user is entering a transfer of equipment. This form first asks if the user is transferring equipment IN versus OUT. I want to limit the lookup results to contain only items that are IN inventory ( a field on the equipment table called In_Inventory) when the user selects transfer OUT (you cannot transfer what you do not have in inventory) and the opposite when transferring IN (you cannot transfer IN what you already have with a serialize inventory item).
What's the best way to create a custom module that can be linked to a parent module?
Hi, I'm a writer and have developed a set of templates for common messages I sent to my clients, which I have Things like: Thank you for the brief / confirming receipt Status updates Here's the due date for your article Here's the finished article with a download link I created a custom module called 'article' to reflect this workflow — even if some of the projects I'm working on are technically better described with alternative terms. However, I couldn't figure out a way to relate this module to
Workflow To View Data In Different Modules
Hi! I am sure this is out there but I could not find it. I have data that is in a custom module called 'Athlete' that I would like to be able to view in the Contacts module. There is a relationship between Athletes and Contacts established, but I would like to be able to view and filter the fields associated within the Athletes Module, but do it within the Contacts Module itself. I would like the data to automatically pull-in from the other module. I tried to do a sub-form but I guess that is not
Excluding Inactive Records from Search Box
The Situation: We have inactive account and contact records. These are records of people that have passed away, left companies, or other reasons for the records to be archived. We have a field we use to mark these records as archived. (we cant delete them) These records sometimes will be needed for history research, such as past companies they were employed at, have we worked with them before etc. The Problem When our sales staff search for a contact or company, all of these invalid archived records
Is possible to update a existent Leads through a Webform ?
You have a ZOHO CRM integrated with your Website through a Webform that generate Leads. Is possible to update a existent Leads through a Webform ? i.e. If you have a Lead in your Zoho CRM and this Lead go to your website and complete the webform (with the same email), is possible to Update this Lead in CRM? I try without the Unic property of Email in the lead's Module: The result is Lead duplicated. I test with Unic property of email: The result is that the Lead from webform is refused and no changes
Texting through Zoho CRM
Is Zoho working on making it easier to send and receive texts via their mobile device if the are using Zoho CRM? It's quite clunky currently to have to be on the desktop version versus coming to an actual phone where they can be responded to immediately which is really the purpose of texting. Times are changing where texting is becoming the communication of choice with potential clients. Emails and phone calling is going by the wayside. Would love to see Zoho develop something that will work
Auto-populate Field from Previous Record
I'm building an estimate and have a couple of values that I'd like to pre-populate from the last record created in that application. The first is a lookup record, my Project Name called Project_Name from the New Project table. This is being used to tie all budget items to a specific project. I'm currently choosing this in every entry I make. If there is a better way to do this, please tell me. While this works, It's a bit cumbersome. The second field I'd like to auto-populate is my accounting code,
Deluge function : try to find the minimum value in a field from all the sub module
Hi all, I have a CRM Entreprise edition. MY "Accounts" module has a submodule "Print". For each account, several prints of course. In the module "print", I have a date type field which is "FDC". In a workflow, when adding or modifying a "print" record, I would like to fetch all the "print" records of the linked "Account" and fin the minimum FDC value of all these "print". Then put this FDC value in a fied in the Account "Date_FDC_MFP". I am tryiing to do this with a function a the arguments ID Print
Accessing subform data, using that data to manipulate another module
Hi- I'm completely new to Zoho CRM and Deluge, but not coding/scripting is JS and other web languages. I've created a subform in my Accounts module that allows users to enter any number of "key contacts" rows for an Account (e.g., to identify an individual as a "manufacturing contact", a "sales contact", "accounting contact", etc.) Each of these rows in the subform contains a Lookup field referencing a record in the Contacts module, and a pulldown, "contact_role" field with their designated role.
user interface client
Dear All the client interface is still not making sens in project http://tinyurl.com/v7rlz42 why do you give access to that to client who can not create project task this is confusing i think the UI in project client portal should be reviewed thnaks
Notes - large field + the whole name of the job opening should be visible in the overview
Hello, when making an update, could you please you the whole, or at least half of the page for the notes? At the moment it is just a narrow column, not showing much at the first sight Also, it would be very helpful, if in Candidate module, there was a full name of the Job Opening, when the Note is associated to a Job Opening. If we have a candidate associated to more job opening with the same beginning of the Job Title, ie Java Developer, we can see only a long column saying just Notes: Java Develop.....
SMS integration
Hello, I want to send sms when a new record is added in the leads. But for sending SMS i donot want to use the SMS companies mentioned in marketplace. I want to use the API i have for a different service provider. Is it possible to integrate any sms provider api, if so how can i do that?
No task attachment icon next to Workdrive files
Hi, Not a huge issue at all but just noticed that the attachment icon doesn't show next to a task in the task list when a Workdrive file is added. Just nice to see which tasks have files attached... Best regards Jon
Add New Tag While Categorizing Imported Transaction
It would be great to add new tags whiile categorzing imported transactions. It would also be great if there were more bulk options than "exclude" while categorizing imported transactions.
Zoho Invoice(Zoho Books)とMFクラウドの連携について
Zoho CRMを使い始めたばかりの初心者です。現在Zoho CRMエンタープライズとMFクラウドを利用しています。 今後Zoho Oneを入れて、業務全体の効率化を進めていきたいと考えております。 Zoho InvoiceとMFクラウドを連携させて、売上データのレポートなどを出せるようにしたいと考えております。 そこでご存知でしたらご教示いただきたいのですが、 ・Zoho InvoiceとMFクラウドの連携は可能か ・連携可能な場合の使い勝手：使われている方の具体的事例などもしよろしければご教示いただきたいです。 よろしくお願い致します。
Custom Estimate/Invoice
I'm looking at switching from Quickbooks and one of my deciding factors will be if I can make my own Estimate and Invoice templates by mapping Zoho fields. I haven't been able to find that option so I though I'd stop by here and ask if it's possible.
IMAP configuration
Can we configure two inboxes using IMAP in Zoho CRM?
How to modify query for P&L report to include invoices that are in "Draft" state in Books?
How to modify query for P&L report to include invoices that are in "Draft" state in Books?
See deleted records on the Timeline
It would be nice to have the possibility to see on the Timeline the deleted records. This could be useful for the quality service department for example.
Zoho Sucks - they don't get better because we don't unsubscribe. So Unsubscribe.
I'm not sure how many paying users zoho has, but I own a couple of accounts and keep hanging on hoping that they will get their act together. Unfortunately, having tried to contact zoho's HQ, Austin Office, Forum, help desk, third party training companies, etc. I have come to one solution. Zoho is not ready to be a sold product. It is still a beta. Its a good idea, but they need a sales person that can show them how to use a crm to aid in sales. Clumsy, not intuitive, and with gaping holes
Creating alerts for when notes are made in various CRM modules.
We just realized that our sales team has been leaving notes in various CRM modules. These notes are often things like "couldn't contact customer", etc. Basically stuff we want to be informed of ASAP. My first plan was to create a workflow that creates an alert when a note is made. However, it looks like there's no option for this. In fact, the only way I can find to trace notes has been through the Audit Log. I don't think there are even API names for notes left (so I can't use API names to pull
Image - No Preview
Hi, I am using the Report Customization - Tablet - Detail View The image field is not showing the image - just the basic image icon. If I edit the record, the image then shows but only on the edit screen. Any thoughts? It seems to work fine on a laptop - testing on an iPad
Validation on hidden fields
Hi, I want to know if there is a better way to add validation (make mandatory) to fields which conditionally show and hide. At the moment, it seems the recommended method to do this is to add deluge script in the validate form action to cancel the form submission if the field is empty. Another method would be to make your fields mandatory and add initial values for all of your hidden fields. I feel like Zoho can improve in this area by automatically bypassing the validation if the field is hidden.
Custom Function. Accounts Address to Invoices
Anyone else who can help me on how to auto fill when I choose the account name in invoices and it auto fill to the address.
Business expenses on personal card
The business owner (single-member LLC) lost their business credit card and is putting business expenses on their personal credit card until the replacement business card arrives. The personal credit card is not linked with Zoho Books. How do we account
how much of this is included with ZohoOne membership?
Every page/ option says pay more, for example, the add logo section says pay or start free trial. Is this included in ZohoOne?
NinjaForms to Zoho CRM
I am trying to connect our website forms (NinjaForms) to Zoho CRM using the plug-in below but the test result is saying "AUTHENTICATION_FAILURE - Rejected by API". Can you confirm that our ZOHO CRM "professional" package should work with this extension OK and if so offer some recommendation on how we can fix this particular issue? We currently have the "Professional" package for your easy reference. I am not sure if to do this, we need better API access. https://ninjaforms.com/extensions/zoho-crm/
Domain already exist
Hello, I'm trying to add my domain to zoho. it's always give me error that domain already exist and i also checked my domain list in zoho and i couldn't found this domain in list. Please help Thank you
Payment Terms in Books
Hello all, since few days we have realized that the payment terms on our SO´s and PO´s are not accurate anymore. While we create invoices the systems doesn´t use the payment terms from the master file data (Vendor / Customer), instead it takes the default
Marketer's Space - Promote webinars through email marketing
Today we'll talk about how you can promote your webinars through email marketing. This is possible by integrating our in-house email marketing system with our webinar software, Zoho Meeting. Integration with Zoho Meeting Webinars are useful for both product promotion and user education. Email marketing is an easy and efficient way to promote the webinars you host, whether pre-webinar or post-webinar. The integration between Zoho Campaigns and Zoho Meeting offers perks that makes your life easier.
Updates - November, 2019
Hello App Creators, We're here with the next set of features mentioned in our September, 2019 announcement! The following are now available in Zoho Creator 5: AI fields AI Deluge tasks Schema builder Contextual messages for reports Important: - Our webinar series that will demo the features we mentioned in our September post - Upcoming Zoho Creator training in the US in Jan-Feb, 2020 - register here Quick references: - October, 2019 announcement on the previous round of features - Release notes
Upcoming updates - September 2019
Hello App Creators, Hope you're as excited as we are about Zoholics Developers—October 2-3, 2019, in Pleasanton, California. If you're not, though, we think this post will help you get there. At this event, we'll be unveiling an assortment of enhancements and features that'll enable you to extend, empower, and transform your Zoho Creator apps. You'll also get to network with Zoho experts and product leaders. Use the promo code SUPPORT40 to get a 40% discount on tickets. REGISTER NOW But don't worry
How to add my own hyperlinks into a ZOHO Campaigns signup form
I am using a signup form template from ZOHO Campaigns. At various points in the form, I would like to be able to insert my own hyperlinks to other information (eg. terms and conditions etc on my website). When editing the template, I cannot see any functions that allow the insertion of a hyperlink. Is it possible?
App Spotlight: VoIPstudio for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. VoIPstudio for Zoho CRM VoIPstudio is a business communication service that services businesses of all sizes with it's advanced call control functions and reduced call costs. Integrate this app with Zoho CRM to enhance your productivity. Get the app here Business needs Telephony communications can be complicated and expensive. Traditional systems need expensive hardware, maintenance
How do you add a Floorplan?
I'm trying to add a floorplan for Exhibitors. I can add a new page called "Floorplan" but I don't seem to be able to embed any reasonably sized image. The closest I can get is a section which is "Image and Text", but the image is set to be tiny.
Project Manager from Zoho People is not reflected as Project Head in Zoho Expense
Hi there. It is awesome that Zoho has integration between People and Expense. However, I noticed that the project manager in People is not reflected as the Project Head in Expense. To make things worse, I can't set the Project Head manually in Expense as an error says I am not allowed to make any changes to the data that have been fetched directly from People. This is frustrating me to the core as the Project Head is vital in the approval flow that I have set up. Do help, ASAP!
Zoho API returns incorrect data
The zoho Webhook for time entry add returns a string with value "null" as json instead of just null [{"payload":{"secondsSpent":"0","parent":{"associatedTicketId":"null","subject":"rehalose for Europe","id":"321","type":"TASKS"},"customFields":{},"departmentId":"321","minutesSpent":"0","description":"To","hoursSpent":"8","ownerId":"321","isBillable":false,"mode":"MANUAL","isTrashed":false,"createdBy":"123","createdTime":"2019-12-05T04:39:53.000Z","invoiceId":null,"id":"123","totalCost":"0.0"},"eventTime":"213","eventType":"TimeEntry_Add","orgId":"232"}]
ACL01:Oops! Something went wrong. Try again later
Hi, I'm trying to change password for my user but this error appears: ACL01:Oops! Something went wrong. Try again later I followed the zoho's instructions: 1. Login to mailadmin.zoho.com. 2. Go to the User Details section. 3. Select the user for whom you need to reset the password. 4. Select the Change Password option. 5. Enter the new password for the user. 6. You can select the Force user to change password during the next login option if you want the user to change their password after they login
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