Show contact title in Accounts
Is the feature to show a contact job title in the accounts tab no longer available? It used to be available to do in the old version of Zoho!!
Drip Marketing
I need to be able to create a Drip marketing campaign, using the workflow to assign a series of emails that would be automatically sent out, over a period of time, once a stage is achieved, or a campaign is assigned. Example: I input a new contact which triggers 5 emails to go out as follows: 1. immediate email welcoming them to my company 2. 2 weeks later a follow up email 3. 4 weeks later a reminder email 4. 2 months later a did you forget me email 5. and finally a give me a call
Add 2 additional contacts with their own information from a new module to deals
Every single customer we have (accounts) has their own contact just as is typical within CRM. We are a shipping freight company. We truck deliver freight. The shipments (deals) are facilitated by the brokers that the broker pays us for. So the broker is our customer. The shipper and receiver are not our customers, but they are part of the deal. But we don't want a stockpile of contact data that belongs to the broker in our contacts. So, each deal record needs to have 2 additonal contact records
Custom pick list for web form maintain my "default value." I cannot get rid of or rename "none" value.
Hello, I'm creating a webform for a Mexican (Spanish) landing page. I was able to create the custom pick list. However, I have two problems. 1. I need my default value to be "Elige tu ubicación" which I did set as default in the system. I noticed when I go to the web form itself, it automatically appears as a field but "none" is the default value. If I delete the field and then drag it back in, "Elige tu ubicación" is now the default. If I save the form, "none" is the default value again. This
Formula field, Data values to numeric value
I need to write a formula that will take a data field value from picklist assign it a numerical value and update the formula field with that value (score)
Functions Version
Hello, Checking the new version of Zoho Creator, I noticed that we start having code versions for functions. This is an important features on each software product, which I highly insist on adding it to Zoho CRM also. Looking forward to your reply.
Extended Mail Merge Fields
Is there a way to create a template that will take mail merge information, and "reach" somewhere else for the input? We have a custom module that contains many fields of information for each record. The record is an object we are selling with the fields being attributes or features of the record. The fields within the record are very short, basically describing a SKU. We would like to create a template that allows us to create a proposal of the record to send to customers. The template record ID
200 alerts per day — ridiculous!
I was really hopeful that Zoho was going to fulfill my CRM needs — but the more I evaluate the product the more it seems like nickel and dimeing. I'm on the Professional tier which I hoped would provide me with the firepower to at least run some basic automation. As I found out yesterday, simple date-based workflows are not included in anything but the top (Enterprise) tier. Just now, I received a system generated email to announce that I have reached "80% of my daily alert limit" — which is apparently
Create customized Deal/Potential/Lead from Email Parser
Hi, trying to create a potential (which is a copy of the original potential with lot's of modified fields) by using the Zoho Email Parser. But the customized modul is not shown at all. Secondly I tried to use the lead module in Email parser, but the modified lead modul is not shown I can use only the values from the original one. Does anybody have an idea how to fix this? Regards Peter
Tracking the Value of Individual Products Sold
Any best practices or suggestions for tracking the value of individual products sold for won opportunities when most deals include a package of different products? Context: - we have about 20 products, in 5 different product categories - the products themselves don't change very often, but the prices for each product may change in a given deal - our business is content-driven, so the products are things like "article" or "video" or "infographic" - although not sure that matters. - we have all these
How to know lead ID
Hi, I'm developing a WooCommerce plugin for Zoho CRM, and I'm stuck in this question: I want to do a lead -> contact conversion when a lead purchase something trough WooCommerce. Have looked in the API documentation and I must send the Lead ID in the API call. How can I retrieve the ID of that Lead (I just know the email, first name...)? Thanks in advance.
postman cannot get response
I'm trying to get zohocrm data with postman.But I have some problems in practice.This is a screenshot of my operation in postman. the client_id & client_secret is right.I got the code from self client.I entered the request address, but I couldn't get the data.
Expired Date Calculation - Purchased Date + Packages
mp = Map(); mp.put("Packages",expdate); mp.put("Expiry_Date",installdate.toDate().addDay(expdate)); update = zoho.crm.updateRecord("Accounts",accid.toLong(),mp); info mp; info update;
A 360 degree view of sales automation with Zoho CRM
Sales automation frees up your sales reps' and managers' time by having the software take care of frequent tasks they'd otherwise have to do manually. Setting up the whole thing in your CRM might be time-consuming at first, but in the long run your business, sales team, and bottom line will benefit from it. Sales automation: Increases your sales reps' productivity and performance Prevents errors in your sales process and speeds it up Reduces turnaround time, allowing you to deliver good customer
Using keyboard to enter a comment in a case and lack of keyboard short cuts
In Cases, if I want to enter a comment (not a note), I used to be able to press the Tab key then either enter or spacebar to submit the comment. Something changed a few months back where I now have to use the mouse to hit the Check mark icon. Any idea on how to do this with the keyboard? My biggest problem with Zoho CRM is how dependent it is on the mouse. I feel like every time I have to reach for the mouse, it is lost productivity. I want to keep my fingers on the keyboard as often as possible.
Issue with downloaded Probability Reports
When I conduct an Excel download of my Deals Proability Reports, which include "amount" and "expected revenue", my amount and revenues are not downloading as "numbers" and as such I have to individually convert each cell to a number in order to run my calculations. Is this a Zoho problem or am I missing something? Thanks.
Calculate Age with D.O.B
Create Custom Field D.O.B Then grab the Formula Field as Age Put the formula as follow Datecomp(Now(),${Contacts.D.O.B})/(60*24*365)
データサービス【2019年11月21日（木）無料セミナー＠東京】 【あと1枠】【日常業務基礎編】 使い始めでくじけないZoho CRMの使い方 ～分からないままになっていないですか？その機能～
いつもありがとうございます。データサービスです。 11月21日の日常業務編のセミナーです。 大変ご好評いただきまして余席があと１つとなっておりますが、 こちらのフォーラムをご覧のユーザー様に是非ご案内したく投稿させていただきました。 是非お待ちしております！ セミナー詳細 お申込み ------------------------------------------------------------------------------------------------------------------------------- 8月に開催したCRMのちょっとした便利機能紹介セミナーを、11月にも開催することになりました。 開催後、 「このセミナー、他の人に紹介したいのですが、もうやらないんでしょうか？」 「8月の会は日程が合わなかったのですが、他の日程は予定してませんか？ といったお声をいただきまして、11月に同一内容のセミナーを開催することになりました。 ありがとうございます。 弊社は、Zoho CRMの導入に関わる中で、これまでに数多くのZohoユーザー様とお話させていただきました。
Converting quotes to sales order
Hello, I have two problems at the moment with converting quotes to sales order: 1. The button 'Convert' which was at the top right corner inside a specific quote, is not there anymore. And even before, when I got into deferent quotes, sometimes I would see it and sometimes not. 2. When I used to see the button, if I would click on in, it declined me due to insufficient permissions, although I have all the permissions I can have. Can you help? Thank you, Natalie
Auto Update Potential Amount
Is it possible to auto update the Potential amount from the Grand total in the Sales order? If so, how can i do this? I was able to set this up from the Quote, but can't seem to fiugre out how to do it from the sales order.
Zoho Twilio Recording - Link Recordings in Different Module
Hi, Right now we have Twilio with recording enabled for both incoming and outgoing calls. The problem is that we can only view the recordings in the contacts module where the caller's information (property owner) is housed. We want to have links to all the recordings in the "Properties" module. Each property is assigned a contact and we would like to have the recordings viewable in the actual property module that the contact is assigned to.
Change text of a button
Hello, is it possible to change the text of a button who appear in a blueprint? It is mark "ENREGISTRER" in French but I would like to replace it by OK, it would be more comprehensible.
Creating a workflow for automated follow up after X days
Dear Zoho Support Forum, I am a Professional plan customer. I am trying to create a workflow which should trigger an email X days (5 in this case) after lead creation in the event that a custom field (Response?) is not selected. It looks like this: The automation / workflowI accidentally deleted the test workflow I tried to create using my own account, and the minimum post-creation time option is 1 day — so I will not know if this will run as expected until tomorrow. I had read that date-based automations
How can I add multiple contacts to a project in Zoho CRM?
We are a consultancy business that manage major projects worldwide. On any project we might have up to 10 key contacts that we deal with. When I add a contact to the CRM, i have added a lookup field that links with the projects module. However, this only allows me to add a contact to one project? We may have a key contact who works with us on various different projects and I need the system to show this information. Is there any way of doing this?
Supporting lead’s language
Is it possible to have a language field in lead’s account. I want to be able to send mass email based on the prefered language of the lead.
Possible to change default potential name when converting?
Hello, I'm wondering if it's possible to change the name of the potential that is inserted when converting a lead. Right now, the potential name defaults to the name of the account. I'm wondering if I couldn't change it to something like... ${Leads.Event Date}-${Leads.City}, ${Leads.State} Not sure if there a place to change it. Thanks in advance for your help.
Email of owner - module ACCOUNTS - CRM
Hi. I ve got small question. With C# SDK, how can read Email For an Owner or createdBy for exemple ? My Simple Code : ZCRMSDK_CRUD.ZCRMModule module = ZCRMSDK_CRUD.ZCRMModule.GetInstance(Monmodule); ZCRMSDK_RESPONSE.APIResponse response = module.GetRecord(ID); ZCRMSDK_CRUD.ZCRMRecord record = (ZCRMSDK_CRUD.ZCRMRecord)response.Data; --> FOR NAME record.Owner.FullName.ToString(); IS OK BUT FOR EMAIL ? Thanks a lot.
How can you keep track of attendance at an event using campaigns?
Would like to be able to keep track of attendees at our events and run reports on this information.
How to access customer information via Postman.
I have created one api, but I want to access all of my customers' information via postman. Please do help me how I should follow a path. Thanks.
Timeline View Out of Order
Hi Team - I am not sure if I am the only one with this issue. My timeline is out of whack or out of order. This started yesterday. I already deleted cache cookies, rebooted my PC. I used Chrome and Firefox and both browsers have out of whack timelines. See attached.
Any redirect function to Convert Contact
Hi, Following my question in the CRM part : https://help.zoho.com/portal/community/topic/checking-valuidity-of-fields-when-converting-leads I'm looking at how I could redirect an action to display the "convert Lead to Contact" page. I didn't find such a redirection yet in the documentation (may be I didn't looked carefuly enough). Is there a function I can use ? Regards
What to do with "Lost" Leads
For those who have leads which ended up not working out, which could be considered lost or dead leads, and one does not want to delete the information, what do you currently do?
How do people get Lists to appear neatly when embeded
Hi Team, I have tried embedding some league tables our of the CRM into a wordpress website, a confluence page in Atlastian and onto a google site and now of them look any good. I have bene told by ZOHO that it is not them and that it is everyone else... But I would only expect that if it was one other location... Can someone please help? Cheers, Kim
Associating additional data when creating a lead programmatically
When creating leads via the record APIs, is it possible to add an attachment? I've got data that can be, say, up to a MB to be associated with a lead. I see that the UI permits attachments, which feel ideal.
CRM creating new leads for existing Contacts due to capitalization in address
Hi, I noticed recently that Zoho CRM is creating new Leads for existing Contacts due to capitalization in the email address. For example; say I have a Contact record for John Smith who I've been emailing for a while now (using BCC Dropbox to save a record to Zoho CRM) at john.smith@company.com. Then, John reaches out to me for something today and, for whatever reason, his email address appears as John.Smith@company.com. I reply and use the BCC Dropbox as usual to "save" a copy of that email in his
Auto fill field from Function field to Currency field
Hello, I am trying to create a rule that when ever the "Total for Tours" field is changed it should the field "Total Tour cost Before VATסהכ כולל מעמ" with the information from the "Total for Tours" field automatically. Can you help me with this? I am attaching screen shots of the field in the leads module and also from the field editing page. Please let me know if this is possible and what it would take to complete. I do not want to have a button to do it I would like the update to happen every
Inbound CRM email like Desk
We have just started to use ZOHO Desk for our ticket management. This works great, we set up email forwarding from our own support email "support@racketware.co.uk" to the ZOHO one "support@racketware.zohodesk.com". And when we send outbound mail that looks like it comes from our own email address too. We would like to do the same with ZOHO CRM. We have set up the organisation email addresses and verified them fine. So we can now send emails that seem to come from "sales@racketware.co.uk". But we
Leads Import
Hi, I managed to import all the leads info into Zoho CRM besides email of the leads. Attached with the excel I used to import.
Sending Email via Zoho Triggers the "Edit" Method for Subscription APIs
Hey all — This has been a massive pain in my neck since moving to the new API and am wondering if this is intended functionality. I have an issue where my server is subscripted to Zoho update events, but when I send out mass email through Zoho, it pings an "Edit" event for every record that the email was sent to. I understand conceptually why because the emails are added to the user records, but ideally I would like for this to not happen because it currently overloads my server with HTTP calls.
Custom Function Deluge Issue - Code Failing When In Approval Process
Hi, I'm wondering if anyone can possibly help me with a problem we're having with Deluge. My developers have coded a custom function which updates the line items in the Sales Order when it is saved, automatically changing prices and adding in required products depending on the Price Book chosen. The issue we're encountering is we are unable to pull Sales Order details using the "getRecordById" function, for Sales Orders which have been rejected during the approval process. Any Sales Orders which
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