Sales Inbox and Email opened incorrect
Zoho you need to fix a major issue When using Sales Inbox and viewing unopened emails IF i click on the email that was sent to the person and is unopened it then shows as opened in sales signals.,. Meaning the opened email i viewed from me to them shows up in sales signal as opened by the recipient when in fact i opened it. Surely this is not the first complaint re this. This needs to be fixed immediately as its a false representation of the feature and service we are promised. The below screen shot
Update closing date when stage changes to Won?
Hi, When converting a lead to potential, we add closing date. But when the potential finally changes to Closed Won, do you think it is necessary for us to change the close date (be it via workflow or manual) as well? Would like to know the thoughts of the community if it's necessary or not.
How can you add a Total at the bottom of Opportunities module?
Here is the list of opportunities that a user sees. How can I create a row at the bottom that shows total dollar amount?
Invalid file_id null in /crm/bulk/v2/write but file well created
Dear Zoho community, I'm trying to make a bulk/write on the eu API. CSV is created, uploaded, file_id is received, and when I call /crm/bulk/v2/write with the file_id in resource[0].file_id The error message is like above. Do you have an idea to solve this thing ? Thanks a lot Best regards Edouard { "status": "FAILED", "message": "invalid file_id null.", "type": "data", "module": "Accounts", "field_mappings": [ { "api_name": "Account_Name", "index": 1, "format": null, "find_by": null, "default_value":
How to avoid duplicate entry in contacts?
I am a newbie and I have a question about duplicates. Is it possible to set up a warning message when you create a duplicate contact, so that it checks Second name and Data of Birth (Customer field) for duplication at the same time?
Blueprint Zoom In/Out and Undo
The Blueprints interface would be greatly improved by adding the ability to zoom in and out (ideally by holding CTRL+Mouse Wheel up or down, which is standard in many apps and/or +/-). Implementing undo (CTRL+Z) for positioning of stages would also be very useful .
CAPTCHA Verification problem
Hi, We're using a modal window with Zoho form and CAPTCHA. There's an issue whereby the CAPTHCA verifation doesn't work - this is not consistent, sometimes it does, sometimes it doesn't. URL is kingstoncabinetry.co.uk - the modal is instigated by click 'email us' or 'request a design visit' Screen grab attached for reference. Thanks
Create a deal from lead module
Hello I created a zforms on my website with an hidden field (source) I would want to create a workflow to create a new deal when a new lead is registered from this forms Could you help me with this Thanks
The ability to create Role Departments | Assign a Manager | & Assign Tasks to a Manager of a Department
What about the idea of being able to create departments (perhaps this could be linked to the 'Profile' feature) And then being able to assign a user as a Manager of a certain department. And then being able to assign a task to a Manager of a certain department. If that Manager changes, then we can just assign the new user as that Manager and all tasks associated with that Manager's role will also now be assigned to the new user. If the Super Admin wants to remove the department or the manager then
X-axis showing incorrect dates in 'Anomaly Detector' charts in Dashboard
Hi there, I've come across a major problem with the 'Anomaly Detector' charts on the dashboard screen. In summary, the x-axis is showing the wrong dates for the data displayed on the chart. I've created an Anomaly Detector chart with the following settings: This chart displays as: The problem with this chart is that the months on the x-axis are all 1 month behind. For example, the data showing for May 2019 in the screenshot above is actually for June 2019. The same applies to all other data, including
No More Duplicate Leads, Accounts and Contacts Solution
As a Zoho Partner we have always struggled with duplicate leads. For our business, but mostly our customers the definition of an Account/Contact is someone who has done business with you, not someone who just obtains a quote. The need to convert Leads to create quotes, means you're maintaining prospects in multiple modules. Statistics are complicated as Leads are duplicated and often merged, but a Lead and Contact could send multiple Enquiries. We made the decision to change the process and build
Conditional Fields in CRM
EDIT: See my lower post for instructions as to how to get to the "Layout Rules" section I can't for the life of me find the settings to create the newly advertised conditional fields. Can someone point me in the right direction? Looking for this: https://www.zoho.com/crm/extend/ https://www.zoho.com/crm/whats-new/ https://www.zoho.com/crm/blog/sell-smarter-better-faster.html Thanks!
How to Create a report of Accounts with no associated activity
I am having trouble generating a report that will show me accounts that have no activity, no events, no tasks, no notes, etc.. I am new to this but it seems to me a basic feature that all sales people need to know. Which accounts do I need to reach out to? I assume it must be there. Any ideas would be appreciated Thanks
Run internal workflow as Owner
How to run internal workflow as Owner in order to have correct ${userSignature} ? Currently I create in workflow for each owner a condition linked to an email template, one per owner (user) to achieve this. Too many copies! Any better idea?
Best way to work with search fields
Hello, Im creating a new simple function that creates a new record on a module. This module as 3 search fiels (one that searches the contacts, other accounts and for last opportunities), so basicly this record its associated with one account, one opportunity and multiple contacts. My question is, whats the best way to insert the ID to connect. My currrent code: cMap = Map(); cMap.put("Name",nome_da_oportunidade); cMap.put("associated account",id_conta); cMap.put("associated contact",id_contacto);
Lead nurturing made easier with email marketing automation workflows
Let's face it, there's nothing more hurting than seeing your leads drop out because of ineffective and ill-timed communication. As a salesperson, you have to don multiple hats, and it's not easy to deliver the right message at the right time for every lead. That's why Zoho CRM integrates with Zoho Campaigns, our in-house email marketing platform. In Zoho Campaigns, we've introduced drag-and-drop workflows to help you completely automate your routine communication and deliver actionable messages to
Zoho CRM Eventbrite Integration
Hi, I'm trying to integrate our Eventbrite account with our Zoho CRM. I have tried two options and neither work quite right and I'm looking for some advice. I am currently using the Zoho CRM Eventbrite integration available via the marketplace. It works well for us but with one flaw. Each time it syncs it updates a contact. Sometimes I have to update the name of a contact (in case someone's partner/mum/friend signs them up for an event with their name but the other's email address) but each time
Read .xlsx file type after upload
Upon uploading an Excel file (.xlsx) to Deal, is it possible for the CRM system to read through the spreadsheet an extract specific data? For example, our order forms are quite complex and require much flexability than simple line items for selected products. Let's suppose that column 'G' in the uploaded spreadsheet is used for recording prices. Each row is a product and may or may not have a price associated with it. Can Zoho CRM read each row and extract the data whenever a value is found in column
Retrieve Task Box
I have deleted Task box by mistake from home page. is there any way I can get it back?
i can't create Criteria using Invoice_Date by PHP
Hi, thank you for match information about zoho api. today , i want to get invoice data of last month. so i create a php code below using zoho-php-sdk v2. $zcrmModuleIns = \ZCRMModule::getInstance("Invoices"); $from = '2019/07/31'; $to = '2019/09/01'; $criteria = '((Invoice_Date:After:'.$from.') and (Invoice_Date:Before:'.$to.'))'; $response = $zcrmModuleIns->searchRecordsByCriteria($criteria); but i get only error message like this. ZCRMException invalid query formed Request i want to know how i
How to manage renewals
Hello, I'm wondering if there is a smart solution in the CRM for client renewals management. I'll explain, we are a Saas startup and we have different periods of monthly subscription. For example, 3 month subscription for one customer and 12 month subscription for another. We would like to manage the renewals in a way that we would see in one place the account + renewal date and preferably receive some kind of notification/alert when the time for the renewal will get close. Thank you in advance.
TRANSLATION ISSUES
Hi everyone, Ok... At the very beginning I did the set up of the system in English. But I am French and so do my clients. So i have turned the languages from English to French. All seemed to be ok but still... when I go to the "account" section, scroll down to "create a new invoice"... to export it as a PDF, the PDF invoice is in English while the system is in French...I have spent hours to investigate... All is set in French and the invoice when I export it under PDF is in english. I don't get it.
Send mail to assigned user email linked to user name.
I'm trying to set email notifications when forms are updated, specifically sending emails to users assigned to issues in a Kanban. Each user has an associated email, but i need the form to display the user name instead of the email. Any tips on how to do that?
Deals/Contacts Vs Prospects/Opportunities
The terminology in Zoho CRM is a bit foreign to me. I am generally more familiar with: Lead: Somebody somewhat interested Prospect: Somebody qualified to buy Opportunity: Somebody qualified and interested/ready to buy. Zoho CRM seems to use Deals and Contacts, which completely baffles me... What exactly is a "Deal" and a "Contact" in Zoho CRM supposed to be in terms of where they fit in the sales funnel?
Failed to execute function
In a function, i want to see a custom field : "Repres" of my users I see the field but the function has a problem next the info. args = Map(); args.put("action","quotationHeader"); code_rep = ""; repres = zoho.crm.getRecords("users"); //info repres; for each rep in repres { for each r in rep { if(r.containsKey("email")) { if(r.getJSON("email").equals(zoho.loginuserid)) { code_rep = r.getJSON("Repres"); info code_rep; } } } } return ""; I see : Info AMA Failed to execute function Function specified
How search records by ID if in form "field":{"name":"Deal_name","ID":"4081445000000241221"},
Hello! I need to transfer all amount to deal and calculate sum. invoice = zoho.crm.getRecordById("Invoices",InvoiceID); //info invoice; takeID = invoice.get("field"); // {"name":"Sell Television","id":"4081445000000241221"} allinvoice = zoho.crm.v1.searchRecordsByPDC("Invoices", "(field:{id})", takeID.toString()); - How write this part true? info allinvoice; info invoice: and i have text, where search position: "field":{"name":"Sell Television","id":"4081445000000241221"}, {"Owner": {"name":"Anton
using webform to update contact informatin
So here is my problem. I am trying to create a webform where my 'contacts' can update their information, but more importantly where they can upload a 'progress document' to keep me up to date of their progress. The form works for creating a new contact and uploading a document, the issue comes in when they try to fill out the form a second time to update / add another document. If i have the 'do not allow duplicate contacts' box checked, then Zoho warns me of a duplicate contact and I have to manually
Unable to authorize third party app from Zoho Developer Console
Hi Expert, I want to integrate a third party app with Zoho CRM. I am getting “Authorization Failed” message. Please find the attachment with error details. Thanks Avijit
How can I print or send related list from products module?
How can I print or send related list from products module? For example i have 20 clients assigned to a product but no way to have that list in a fast way (in MERGE MAIL cannot associate products module to the template - in MAIL TEMPLATE cannot use related records - in PRINT VIEW just print related list up to first 10 records). Thank you for help, MBell
How do I verify that emails are actually opened
It seems like a higher than average number of emails being sent one-off through Zoho that display "Opened" immediately after being sent. This makes me wonder if there is a glitch because it is hard to believe that almost every single person is opening the email immediately.
Changing color in a Custom Button
Hi, i have a problem I create a button for view in Canvas and i want to change the color, the default is green and i want to see red. What is the command in deluge for change the color? I cant fin them
Fields on multiple Layout Rules
We have Account records that we use for clients, and for channel partners (who sell to clients). We have two attributes for channel partners - let's call them type A and type B. A channel partner can be a type A, a type B, or both A and B. We have some fields that we only want to show for type A partners, and some only for type B. No problem - we have a Layout Rule for each of these, selecting the appropriate fields. But here's the problem. We have some fields that we want to show if the Account
How do you get email notification of new leads?
I'd like to get an email notification when someone fills out my webform which creates a new lead. I'm sure this is probably easy, but I'm still digging for an answer. Any easy solution here?
Maven distribution for Java SDK is here.
Hello folks! The much awaited Maven distribution for Java SDKs is here. You can include the SDK using either Maven or Gradle build. It has been updated in the help and please head over to this page given below for the code. Java SDK help documentation Cheers, Chakra User Education | Zoho CRM
Vendor Selection Process
Hi I have just started using CRM for my Hospitality business. One of my ongoing tasks is to find and select vendors. With a CRM Leads are people you can make money from, who then turn to Contacts and Accounts. However, just as important are vendors. However vendors make money from you, so technically they're not leads nor contacts. Is there a way to create a process like the Leads, Contacts, Accounts process but for Vendors instead; So you create a list of potential vendors, invite them to quote,
Multi-Select Lookup Limitation
Hi We are new to Zoho and have bought an enterprise licence and started creating a simple database. The problem we face is that we have one to many module called SUPPLY hung off the Lead and then from this module we want 3 one to many modules hung of each Supply which are Contract, Rates & Recordings - so one supply can have multiple rates and multiple recordings and multiple contracts. Firstly can this be done as it seems to me to be a very simple database requirement, secondly if it can't be done
CUSTOMER SCORE - RATING BASED ON PURCHASE
Dear all , There is Score section in Zoho CRM : for Deal / Lead/ Contact / Account In general , we need to classify or even rating customers based on various factors. And the most importantly is the Purchase amount from customers. Currently , Account/ Contacts Score section has option for salesorder / invoices ,.... Hope Zoho will take alook at this ? Or in the time being , could we set sum the invoices amount as a field for Account / Contact and do some rating from there ? Even more complicated
Does anyone have a sample to call external API (other system) from Function with Authentication
I need to send a message to another system using their API from Contact. Other system requires authentication and about 5-10 variables. Does anyone have a sample function code that acomplishes that. I cant seem to find one.
Map Account and Contact Records in Leads?
Hi, I am New to Zoho CRM, Have to Customize Leads Module so that i added Account and Contact Lookup Fields Under Leads Module,I want to Map those Contacts with Accounts and get all the information like Email,Mobile,Billing City Etc.. from Contacts and Accounts when I select the Contact and Account Lookup Fileds and also how to put Workflow for that to auto fill all the details in Leads Module Fileds.
DASHBOARD THAT RATES THE TOP 5 SALES TEAM INSTEAND OF ONLY 5
i WOULD BE GREAT IF THIS DASBOARD BELOW COULD CHOOSE AUTOMATICLY THE TOP 5 SALES INSTEAD OF ALOWING US TO CHOOSE ONLY 5 PERSONS IN A TEAM THAT IS BIGGER THAN THAT..
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