Function-30: Keep track of your business details with a Company or a Contact.
Welcome back everyone! Recently we had made an announcement regarding the renaming of Custom Functions to Functions. Check this link to know the implications regarding the change. Last week, we learnt how to create Purchase Orders for Individual Products instead of a Contact or Account, from a Sales Order. This week, let's look at a custom function that lets you update your Account and Contact records on the products involved in the transaction, for each related Invoice generated. Business scenario:
Tagging accounts, contacts, and leads in notes
Hello hello - When a contact moves to a different company I write down where they previously were in the notes. If I could tag other contacts or companies in the notes then that contact would show up in notes on that company or contact's notes. E.g. Amy previously worked at [@Amazon] from 2010 - 2016 This way this note would show up in Amazon's account and if we were looking for Amy in Amazon's account we could see that she moved to a different company. I know we can already do this for users but
Keep your data secure and make sure it doesn't fall into the wrong hands
Hi folks! We are back this week with a tip on data security. You deal with a lot of sensitive information about your business and customers everyday. This information can't afford to go into the wrong hands and compromise data privacy. Your CRM data should be accessible only for people who work on it, and not just anyone even in your office. Of course Zoho CRM comes with very strong data sharing settings. But to be even more secure, you can add IPs from which your Zoho CRM account can be accessed.
#28 How to stop a workflow after a definitive period of time
Hello! Workflows are an integral part of any CRM automation. You use them to initiate process automations at set frequencies with ease. Workflow automation in Zoho CRM comprises of the following: Workflow Rules - A set of rules that are executed when specified conditions are met. Email Notifications - Automated email notifications sent on triggering a workflow rule. Tasks - Tasks that are assigned to the users when workflow rules are triggered. * Field Updates - Automatically updating specified
Random notes and email records re missing from some potentials
We have a free edition of the Zoho CRM and have been using it for over a year now. Just this week, one of our users had the following issue: - some notes that she had taken on some records went missing - some records for some emails that she had sent through zoho on some records have gone missing I called zoho technical support twice today and they spent some time with me on the phone. They search their "back-end" and tried to see the same record on different pages, and other tests, but they couldn't
Video Call
Hi, last week, I was able to click on my contacts in the bottom left corner in Zoho CRM. I would bring up the contact for instant messaging. I was also able to click on the video camera icon to do a video call. This week I can't initiate a video call. I click on video call and nothing happens. Did something change?
Function-29: Create Purchase Orders for Individual Products instead of a Contact or Account, from a Sales Order.
Welcome back everyone! Last week, we learnt how to transfer record information from one module to another, even for custom modules. This week, let's look at a custom function that lets you create multiple purchase orders for each individual products in a Sales Order, rather than a single purchase order for a Contact. Business scenario: Working Capital is the life line of any business. Many components go into working capital and the most important one in the purview of sales and order fulfilment is
Assistant Emails
If I have a field listed under Assistant on a contact that represents a person who received emails on someone else's behalf, how can I ensure that the emails that I receive are picked up by salesinbox to be related to that contact? Currently, they don't appear to be recognized as related since the Assistant isn't a separate contact.
Creating a lead from a contact
I'm testing Zoho I want to import an existing customer base to Contacts From a contact I want to create a lead Is this possible?`Cannot find a way Grateful for assistance
Latest features and enhancements in Zoho CRM
Hi everyone! Here is a list of the latest updates and feature enhancements in Zoho CRM. Module builder gets a new, improved look The new and improved look of module builder helps you clearly distinguish between fields and sections in your module. Boxes separate the fields and sections, so you know exactly to which section you're dragging and dropping a field. The search bar in Unused Fields lets you easily find the field you want to restore, which you can drag and drop to the required section in
Perfil sin permisos de eliminación y zoho le está permitiendo eliminar
Hola, estoy probando la configuración de un perfil de usuarios que no puedan eliminar datos de cuentas, contactos, etc.... He quitado el permiso de eliminar en el perfil que tienen asignado estos usuarios. No está funcionando, sí que les está permitiendo eliminar, así como otros permisos están funcionando bien, éste no. ¿hay que configurarlo en algún sitio más?
Tip #33: Automate submission of records for approval.
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a quick tip on approval processes. Automate the submission of records for manual approval If you have sensitive data such as discount for deals, or annual revenue, you may need one or more managers to look at these details before the record can be processed further. In such a case, you can automate the process of submitting a record for approval. For example, your approval process rule could say,
CRM Hack #27 How to setup a customized reminder in a module in Zoho CRM?
Hello everyone! In Zoho CRM, we have automation workflows that helps administrators to notify the higher ups, create follow up tasks, update fields and send data to another applications. But there is no option to remind a user at a specific date in CRM using workflows. Say for example, you want to be reminded about a particular Deal exactly 3 days after meeting the client.To do this, you need to manually add a task and associate this deal to it.The hack I'm proposing today helps you do just that
The email which you have entered belongs to a different deployment/region
Hi I've just started with Zoho CRM and am beginning setting everything up. I recently created Admin access for my developer and he received an email to set up his account, however when following the link he received this message: The email which you have entered belongs to a different deployment/region I'm currently working from India and he is based in Denmark, if for any reason this should make a difference. Please could somebody advise as to how I can fix this? Cheers Dan
Create CRM records from Zoho Reports
I need to add CRM records (company, contacts, etc.) from the prospects lists that I uploaded to Zoho Reports. I have a unique identifier for each type of record (i.e. EIN for each company). Conceptually, this would be equivalent to a simple vlookup in Excel - is there any guidance on how to do this in Zoho? I was trying to build a 'Zoho Flow' also, but was unable to get this to work.
Problem with Calendar Sync Between Outlook and Zoho with Plugin
I am using the Outlook Plugin for Zoho. I want my calendar items to from Outlook to Sync with Zoho. I can get the calendar items to sync, but the invitees from outlook are not showing up in Zoho. That is, I can see the "event" in zoho but not the people I invited. I would like this to work so that I can look back in Zoho at a contact and see what meetings I have had with them
Zoho CRM Community Meetups - India.
Hello Everyone! It's great to see so many of you actively participating in our Community. The Community Learning Series is all about bringing us all together, sharing knowledge and getting to know our CRM better. Next on our list, are a series of offline Meetups set around different topics around CRM, with the first series focussing on Customizing Zoho CRM. Our goal is to get the CRM community together, enable you all to get a better understanding of Zoho CRM, learn to customize and adapt it to best fit
data storage
Data entered into Zoho to be kept on shore in Australia. Zoho set up a storage facility in Australia, or work with our organisation to route data to a space hosted by us.
Lead Api Error using in PHP
Below is the API url I am using but getting response is "400 Bad Request". But same url is working if I put in browser "Chrome". What mistake I did here? Please some one help me on this. Thanks https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=passingtkn&scope=crmapi&xmlData=<?xml version="1.0" encoding="UTF-8"?><Leads><row no="1"><FL val="First Name">Jean-Marc</FL><FL val="Last Name">Ransinangne</FL><FL val="Street Adress1">Covert Pl</FL><FL val="Phone">4342343243</FL><FL val="Phone
Possible to do same multi-entry of several different contacts in notes?
Is there an easy way to do a multi-entry of a note task (e.g. have a note documented in an identified list of contacts with the title of the task (such as Email - sent XX whitepaper) and a small detail of what was done in the note body, instead of having to go into each contact and manually enter?
Create exportable Excel list using notes keyword search?
Trying to pull a list that includes everyone with a certain keyword contained in the notes field, to include their name, company name, and email address, and export into Excel (Experimented with Zoho, searched guides/help as well as forums - seems to be limited to 10 results and can't customize to include contact name and company name to show in the results fields as they are not options. Even attempted reports since they can pull more data lines and couldn't find where to pull from notes here/not
How do I close a task associated with a lost potential?
I am trying to create a workflow rule where all the active task against the lost potential will automatically get closed, is there a way this can be done?
Are tags available to all users - haven't been able to access?
I'm seeing notices that Tags are finally included, but when I follow the user guides, I don't see anything in my actual modules, etc. that mimic the selection buttons that they state should be there. Are Tags still just being piloted to a small group and not available to all? Thanks!
Easy way to get spreadsheet data to auto create and assign CRM lead
I am looking for a way to create an "easy button" or a very simple way to convert a spreadsheet to a lead in Zoho CRM without going through the import process. A file is downloaded from a 3rd party site and I need an easy way to convert the excel spreadsheet to leads. Is there a way to create a custom function to do this?
Default setting for "Email Sent from"
How do I set the "emails sent from CRM" to be "All" as the default for a lead? When it is set to me (default), I cannot see other emails sent by the crm. I have to change it manually every time I open a lead. I have attached an image to help.
Lost data ?
I'm worried, all my data seems to have disappeared ! Thank you for bringing me your help.
Tip #32: Use Custom Buttons to Execute Unique Actions and Work Faster
Hi folks, Following our Zoho CRM - Tips and Tricks series every Thursday, we are back today with a quick tip on Custom Buttons. Create, Edit, Convert, Send Email, Clone... These are some of the standard buttons that you see inside Zoho CRM. Each one of these buttons is intended for a specific purpose and upon clicking, they invoke and execute the action. But picture this - when you are following up with your deals, you want to send the price quote to associated contact once the discount gets approved.
"Stores Near Me" feature in Zoho CRM mobile app showing incorrect stores
Has anyone experienced issues using this feature on their mobile crm app, and the incorrect store will show up on the map? We have had a couple incidents where the sales rep would start planning all the store visits in his local area, then an incorrect store would pop up on his map. I have verified this is the case, and ensured that the addresses are indeed correctly entered in Zoho.
Sending emails to people in reports
Hi, Had a look around and nobody seems to have the same issue. So I generated a report based on activity with our mass email campaigns and I wish to send an email to those who have clicked on our link in the email and have not opted out from our campaigns - I now wish to send the people in this report another email that is more specific. For this, I need to be able to access the emails module from the mass email section of Zoho CRM. Has anyone got a workaround for this other than sending them individually?
Field level Validation
Have created a Field(singe line) in contact module with Min width of 13 digit,Now i need to check on the duplicate and system must not save the field data in case if the sale person update within 13 digit.Is it possible ? thank you
Syncing wordpress data in to the ZOHO CRM
Hi, I want to sync my real state wordpress contract and property content in to Zoho CRM. Here is the some point I want to implement, Please let me know is this possible or not 1. Uploading new properties in Wordpress including pictures (is what i do) 2. Syncing all fields to Zoho a. Owner contacts to Contact module b. Property details to property module c. In property module create 5 fields with formulas d. Sync result from formula fields back to WP e. Ability to turn listings on or off in WP from
Account is disabled
I have added a user to CRM from the super admin and send a invitation. However, the user cannot accept the invitation and when going to the CRM all we get is a little text in the browser saying : Account is disabled When looking in the CRM under active users it clearly states that the user is active and an administrator.... as far as I know and can see this user is just part of that single organisation, but I find it hard in ZOHO to really confirm that. At this point I am lost where to look.
Email template
When creating a new email template in Zoho CRM (enterprise version), is it possible to import html code ?
Don't just communicate with your audience, connect with them.
Hey Folks, The best leaders are made, not born! I am happy to invite you to a Sales Leadership webinar series sponsored by Zoho CRM. We are partnering with Israel Greene from the renowned John C. Maxwell team for a webinar series focusing on developing your sales leadership skills. He is a certified speaker and expert on leadership development. He'll give us some practical advice on what today's sales leaders need to know to lead their team well. From this series, you will: Learn and master leadership
Stay in touch type of campaign
How would I go about creating a "campaign" that would call for a 2 year touch type of program including texting (not auto) every 15 days, social media direct messaging every 30 days, phone calls every 60 days etc? Is this best done in Workflow? I have been using Infusionsoft in the past and it was easily done in Marketing Campaigns. thanks
Inserting record in lead
Hi there, i am new to zoho crm api, While Inserting record in lead, in the xml data if i removed the row tag and tried to post. the result response was like this "<response uri="/crm/private/xml/Leads/insertRecords"> <result> <message>Record(s) added successfully</message> </result> </response> ", but i didn't found that record in lead module. is this the right way to do this
Community Digest - January 2018
Hey folks! January has come to an end and here's a recap of the highlights of the month. You'll find some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. Also, as many of you might have already noticed, the Community has transitioned its platform to Zoho Desk. The powerful software brings together an appealing and user-friendly UI. If you haven't taken a look at the all new Zoho Community platform, check it out here! Community learning series:
Contacts
My needs are to have contacts organized alphabetically by Last name and be able to print etc. Currently sorting options are ascending/descending by First Name, how can I change and keep as default?
Deals this month vs same month last year
Is there a way to create a report that shows deals closed this month (with subtotal) vs. the same month prior year? And would this require the Zoho Reports add-on?
CRM Hack #25 : Adding a numeric formula field when the number of permissible numeric fields is exhausted.
Dear Users, Formula field is an extremely useful utility in Zoho CRM. It does the required calculations in the back-end thereby saving the hassle of performing them manually. Formula fields are mostly numeric and the hack I’m demonstrating today is a suggested workaround for a limitation faced by quiet a few of our customers.The hack is applicable for the professional and enterprise CRM editions and I'm sure you'd find it useful. Adding an extra numeric formula field when the number of permissible
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