Can Feeds be turned off or hidden from profiles/roles
The new Feeds feature is nice, but is there a way to disable it?
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
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.
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);
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?
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
App Spotlight: PhoneBurner Power Dialer for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. PhoneBurner Power Dialer for Zoho CRM Eliminate tedious and repetitive administrative tasks that can hamper productivity while having up to four times more live conversations. Leave instant voicemails and emails, record calls, track emails, send SMS, and more from within the Zoho CRM interface. Get the extension here Business needs While selling using traditional phone systems
App Spotlight: Badger Maps for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Badger Maps for Zoho CRM Enable your field sales teams to be more productive by optimizing their time on the streets each day. Combine popular navigation apps like Google Maps, Waze, or Apple Maps into one platform with your Zoho CRM data for route optimization, schedule planning, and lead generation to close deals quicker. Get the extension here Business needs Field sales
Function-8: Assign leads based on users' shift timing.
Welcome back everyone! Last week, we learnt how to add country codes to phone numbers. This week, let's look at a custom function that allows you to assign leads by matching the lead acquisition time and your sales reps' shift timing. Did you know? Research shows that Vendors who respond first to a prospect win 35-50% of the deals. The chances of converting is 9x more if you reach a prospect within the first 5 minutes. Business scenario: The stats above prove an important point - the quicker your
How to attach a lead attachment to an email to that lead
I have a lead with several documents (such as the unique contract for that lead) attached in the Attachments section of the lead record. This is a great feature for keeping all documents associated with a lead together with that record! However, I can't figure out a simple thing. When I send an email to the lead, I often want to attach one of the attachments in the related Attachment list. The "Attach" option at the top of the Send Mail pop-up is not a link. The other options, such as Documents,
How to Add a Sales Pipeline
It is a simple question: How to Add a Sales Pipeline? We run a Pro license, is this feature available in Pro? I performed extensive Google Search, no answer to this so far.
Widget - Word of the day #72
The provision to include external services to Zoho CRM helps to extend the functionalities of your application. Zoho CRM's Widgets, enable you to build embeddable UI components in the CRM and integrate them with the external application seamlessly. Widgets in Zoho CRM are embeddable UI components that you can create on your own, using our JS Software Development Kit. These widgets can be used to perform certain functions that utilize data from third-party applications seamlessly. Read this article
Create Quotes from deals with just the click of a button!
The insturctions provided in Tips and Tricks to create quotes from deals with just one click doesn't seem to match the steps required https://www.zoho.com/crm/resources/tips/functions-quotes-from-deals.html has there been an update since the instructions were uploaded to tips?
Scheduled Reports
hi Does anyone know if reports are scheduled to be sent from a user and that user left the company and his login is deactivated does this stop all the scheduled reports being sent? Thankyou
separation of environments by company in CRM
Hello guys!!! i'm a new employee of a Zoho partner here in Brazil, and i'm studying the software, a customer asked me if it possible to have a single email for the user and he chooses which company he wants to acess. Is it possible? Is there any documentation to help me? Thank guys
Create Invoice in zoho crm from creator
Hi, I am trying to create a invoice in zoho crm from creator. while adding the record I am getting the error message as response. Please check the code below. invoice_map1 = map(); invoice_map1.put("Subject", input.First_Name); invoice_map1.put(("Account Name"), "Amutha"); invoice_map1.put("Due Date", input.Date_field); //add product to invoice Product_Details_List = List(); for each rec in Product_Details { product_map = map(); product_map.put("Product Name", rec.PRoduct_Name); product_map.put("Quantity",
Zoho CRM and Quickbooks Enterprise
I am looking for information to integrate our Quickbooks Enterprise with our Zoho CRM. I've read through the knowledge base but all the threads I'm finding are from 7 to 9 years ago. Can anyone point me in the direction of more updated information? If there is not a specific integration, does anyone have a workaround that they've used to get QB information into QB? Our company functions relatively separately. Currently, our sales representatives and tech support use Zoho, but our accounting team
Multi-select Lookup Field - Word of the day #66
The Multi-Select Lookup Field enables you to establish what we call a many-to-many relationship between two modules in CRM. For instance, consider the example an insurance company. A single policy may be held by many policy holders. Similarly, a single policy holder may hold many policies. If you have two modules - Insurance Policies and PolicyHolders - there is a need to associate multiple records from each module to each other. This is not possible with a regular look-up field, as it allows only
Contact submitting a webform
HI, If a contact, which is already in the Zoho CRM submit a web form or a contact mention etc in social media, and lead generation is automated, what happens in CRM? Will the contact be added (which will become duplicate) or what entry is made automatically in the CRM? Where such interactions appear?
Custom Function - Magic Button
Hi, I would like to create a button that will trigger 3 actions: 1. Change the status of the lead 2. Update one field 3. Send an email template Any ideas on how I can make this happen? I believe I need to create a custom function, but I am not very good with doing that :(
Need to update duplicate Zoho salesIQ client data into crm
Hi, my issue is that, if some one fills the pre chat form that data goes into the crm, and if some one renter the data into the pre chat form then that data also goes to crm excet of updating the previous client it will makes an other client. is their any one who can help me on that. Thank You!
invalid_client error - oauth2
I am trying to use the oauth2 authentication and I am retrieving a code from the oauth/v2/auth GET request as expected but I am getting an error on the POST - here is a redacted version of my http debugging output (the XXXX represent valid client_ids and client_secrets respectively). POST /oauth/v2/token?code=1000.d90ca8951a72fd0ebd7b2729dd280355.0c2fd305edfa6ad1600fdb787cbff8bb&grant_type=authorization_code&client_id=XXXX&client_secret=XXXX&redirect_uri=http://127.0.0.1:8080/callback&scope=Desk.tickets.READ,Desk.basic.READ&state=1523436222480536829
My Zoho Story#4 Marco De Gouveia - Hiring talent remotely and implementing a business process using Zoho
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This interview features Marco De Gouveia, Marketing and Digital media manager at Ecosave Pty Ltd. Marco is responsible for creating and implementing marketing strategy for Ecosave. Having used a wide range of Zoho Products over the years he has implemented different processes and campaigns using Zoho. Marco, also talks about identifying
CRM Customer Function Not Working
Hi Guys, I am struggling with the below if statement which I though it would be easy. For some reason when I test the if statement it keep giving the the same result 1. If Prop1 = 1 Then It would be looking into the else if statement And if Prop2 = 2 Then if should do the else statement are return a 5 Assuming the get related records returns nothing. What I am missing? Prop1 = ifnull(zoho.crm.getRelatedRecords("Property_Owner_11", "Contacts", ContID),"1"); Prop2 = ifnull(zoho.crm.getRelatedRecords("Property_Owner_21",
Deprecation of old OAuth tokens for sandbox environment APIs
Hello Everyone, As you all know, we have made a detailed public announcement on the updates in the OAuth flow. As a continuation of that, and to take a significant step in ensuring that our customers should be using environment-specific OAuth tokens, we are deprecating the old OAuth tokens for organizations accessing the sandbox environment. The change will be effective from August 1, 2020. Who will be affected? The organizations that are still using old OAuth tokens to access their organizations
COQL - Word of the day #71
COQL (CRM Object Query Language) is a SQL like language for querying data in Zoho CRM. It has some major advantages over the searchRecords API: you can use extra search operators (like, not equal, greater than etc.) and you can join multiple modules together. Read this article for an overview on COQL. This video shows you how to use it. Previous 'Word of the Day': API Next 'Word of the Day': Widget
CRM Lead to Deal Based on Replies to Email Campaigns
Hello all, I am using the CRM & Campaigns app. Currently we send out multiple email campaigns per month. What I am trying to achieve is that when a Lead replies to any campaign, it automatically converts the Lead into an Account and also creates a Deal assigned to that account. Is this possible? Cheers
Update a field in Deals module, when updating a field in Custom module
Hello, i have a custome module called "Descuentos y Plazos Esp" I have a field in this custom module called "Plazo Concedido en días". i need to update automatically a field in Deals module, with the same value. This field name is "PLAZO CONTRATO" Example: When "Plazo Concedido en días" is not empty, then update the field "PLAZO CONTRATO" with the same value. Note: PLAZO CONTRATO field is in Deals module. Thank you
Picklist history in functions
Is it possible to access picklist history records from functions? I have a Blueprint based on the stages of a deal and I'd like to write some code that accesses the history of the stages. Thanks
Fill in new lookup field automatically
Hello, I have built a workflow which should create a new lead entry for certain lead criteria. This works so far. But now I want to have a look-up field in the new entry automatically filled out by which lead this entry was created or recommended. What does the function have to look like? Thanks a lot. Sascha
Execute Scheduler type tasks in CRM through Cliq
Hi all, is it possible to run scheduler type tasks from Zoho Cliq on the records in Zoho CRM? There are certain triggers that I am watching through another related app and have a BOT in Cliq. I was hoping I could trigger an update to certain records in Zoho CRM based on certain values picked up by the BOT, but trigger it from Zoho Cliq itself. Any suggestions?
Do we have to pay for Volunteers using the CRM platform?
We're not making any profit, have 3-4 admins, and have about 20 volunteers to help us in the CRM. Do we have to pay for volunteers when they call/text/email to our leads?
Kaizen #38 - Calls #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Calls via an API. What are Calls in Zoho CRM? The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can use this functionality in
API - Word of the day #70
API stands for Application Programming Interface. An API is a software intermediary that allows two applications to talk to each other. In other words, an API is the messenger that delivers your request to the provider that you're requesting it from and then delivers the response back to you. Use Zoho CRM's APIs to connect multiple data sources, enhance your workflows with additional data, and maintain a single point of truth. REST APIs: Access and work with almost all of Zoho CRM's components using
Facebook and Linked fields
Hi, I see that Zia in the data enrichment can add Twitter, Facebook and Linkedin information for a lead or contact. Twitter field already exist in the CRM. I'm a bit confused, there is no Facebook or Linkedin field by default. Should I create one? I know there is already a Facebook integration, so created a custom field might not be the best solution, maybe I'm not seeing something obvious. Thanks for your help.
Multiple types of pipelines
Hi there, I am new to Zoho and I am having trouble finding out how to create multiple pipeline types within the Deals module. Our company sells two types of products with completely different stages in the sales process. My problem is that the Deals module seems to only allow one sequence of stages. I do not see where I can define the pipeline of stages for each product such that "If the Deal is about Product A, then use these 4 stages. If it is about Product B, then use those 5." Do I have to create
Problem for trigger event when I change
Hello ! I've learned somethings about functions, on the link CubeYogi ( nice Website for sure ) But, when I try to do same things I've learned on CubeYogi in my ZohoCRM, blblblblblb.... Don't work. Can someone help me ? I explain : I want to do this thing : When I enter a date or I change the date on " Date prévisionnelle de dessin " it create an event on the date I've choose. I've "created" a function based on this link ( I've just changed first lines... ) I understand that the code linked below
Mailchimp in Zoho CRM
Hi everyone, I would like to do newsletters with Zoho by using Mailchimp. I installed the extension as the following: https://help.zoho.com/portal/en/kb/crm/extensions/marketing/articles/mailchimp-crm-integration#Synchronize_MailChimp_Data However, I did not find any tutorials or whatsoever on YouTube, Zoho Forum nor Knowledge Base on how to do newsletters with Zoho & Mailchimp. Can anyone enlighten me? Thank you in advance, Cornel
Next Page