Kaizen #60 - Get Records, Search Records, Query and Bulk Read APIs
Hi everyone.. Welcome back! In this post, we will discuss when to use Get Records, Search Records, Query, and Bulk Read APIs to fetch records. Please note that the information in the article holds true for version 3 of Zoho CRM APIs. Get Records API The
Kaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tuned
CRM - Workflow Rules to be applied and work across modules
Hello, It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible? I can create
Timesheet option in zoho crm
Recording a timesheet against a job is very crucial for every business because it will help them in billing the client accordingly and also it keeps a track on how much time a user is exactly taking in marking the job as cloed. Currently in crm there
Custom Function that checks created Lead exists as a Contact
Hi Here is a neat Custom Function that check a created lead to see if a Contact already exists in CRM for the First Name, Last Name and Email. Before adding the code create a notes single line field and add it to the Leads module. Name the field 'Contact Check'. When creating the custom function don't forget to click 'Edit Arguments' and add 'leadId' and map it to the 'Lead Id' field. Here is the Custom Function to add: leadid_str = leadId.toString(); leadDetails = zoho.crm._getRecordById("Leads",leadId);
Zoho User Group (ZUG) in-person Meetups - APAC Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registration
Zoho User Group (ZUG) in-person Meetups - Middle East Region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, June 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements. The meetup registration
Meet us in your city! Zoho User Group (ZUG) meetups - India 2024
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in June 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect
Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text Field
Kaizen #47 Handling Notes through Zoho CRM API (Part 2/2)
Hello everyone! Welcome back to yet another post in the Kaizen series! In our last post, we started our discussion with Notes APIs in Zoho CRM. This week, we will discuss the following: Notes as related lists Attaching files to notes via API 1. Notes as Related Lists Notes API allows you to manipulate all the notes in all the modules, or specific notes based on their note IDs. Zoho CRM API also allows you to handle notes of a specific record using the related lists API. The request URL will differ
Price book - just informational?
Hi, I'm not able to figure out what Price Books does, apart from holding information. It does not seem to interact/affect quotes/invoices or any other transactional document related to a product and its price. I've read many topics here, most of them
Zoho's biggest issue is unaddressed - Slowness
I am sure most people reading this post also experience the very slow response times of Zoho CRM. If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue. It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not charging
Function #43: Transfer record information from one module to another with subform datas.
Welcome back everyone! Last week, we learnt how to Organize Contacts based on the Deal Stages. This week, let's look at a custom function that lets you transfer data captured from one module to the other along with the subform data. Business scenario: The standard sales process involves entering the leads acquired through various channels to the CRM followed by lead qualification and conversion. The process is quite linear - create a lead --> qualify the lead --> convert it to contact -->
Kaizen #133 - Deciding on the type of applications: Self-client or Server-based?
Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss self client and server-based clients in Zoho CRM. We will explain these two client types in separate videos, along with their practical application using Java
Kaizen #91: Dynamic Lookup filters using Client Script
Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specify
Shopify to Zoho CRM Extension- Developed based on Customer Feedback
Struggling to manage Shopify customers and orders in Zoho CRM? This extension will save you 20 hours a month (and eliminate data headaches). Wouldn't it be great if your Shopify store and Zoho CRM shared customers and their order data seamlessly? This
Kaizen #78 : How to disable clone record?
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals
Sector Spotlight: Industry Insights and Tips (April 2024)
Hello there, A lot has happened since our last post: discussions, ideas, meetups, and plentiful perspectives. As part of the Zoho Community's effort to help you make the most of Zoho's products, we've set up some industry-based groups where we have hyper-specific
CRM Hack #15: How to check for duplicates for contacts that are not converted from leads #15
Hello Everyone ! The leads module in Zoho CRM helps aggregate all the unqualified leads which is then qualified and converted to contacts by your sales team. However, the chances of running into a highly qualified lead upfront cannot be ruled out. Such situations prompt you to skip the lead creation process and create contacts directly. Taking the traditional route of qualifying a leads to contacts does have its own advantages. For instance, leveraging the deduplication option to eliminate duplicates
Kaizen#75 - Frequently Asked Questions on Client Script
Welcome to another week of Kaizen! In this post, let us discuss some of the frequently asked questions in Client Script. 1. Where can you see the list of ZDKs supported by Client Script? The Zoho Development Kit (ZDK) library comprises a rich set of Client
BigCommerce Extension for Zoho CRM - New Extension Released
Are you tired of spending hours copying and pasting data between your BigCommerce store and Zoho CRM? Imagine the possibilities if you could ditch the manual work and focus on what really matters - building relationships and increasing sales! ➡️Here's
Kaizen #132 - Manipulating Subforms from third-party Application using Functions
Hey folks! Welcome to a fresh week of Kaizen. In this post, we will see how to work with subforms and external fields in a module through CRM functions. Consider a scenario where a High School utilizes Zoho CRM to manage student records, academic performance,
Products VS Services
Our Company sells products AND services. Zoho CRM only has module for product but not for services. There are fields in the product module that doesn't really fit in our "services" offered like Stock Information. How can we go about recording our "Services" offerings in Zoho?
Search Filters in new CRM UI need old feature option as well
Surely I'm not the only person who has noticed how the new filter options on the left hand panel is missing a basic broad string match. One field where I can enter "John M" and it will return all results for contacts with first name John and last name starting with 'M'. With the new UI, it takes 3 clicks just to get to this option. It's quite ironic, because the main issue I've found with searching contacts is that you have the same first name for so many, so the quickest way to filter is to type
Kaizen #39 - Deals #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss retrieving, adding, updating, and deleting Deals via API. Deals in Zoho CRM A Deal is a revenue opportunity that is associated with a Contact or Account. OAuth Scope The scope to access the Deals module via API is: ZohoCRM.modules.deals.{operation_type} The operation type can be ALL, READ, WRITE, CREATE, or DELETE based on the operation you are trying to perform. Click here to know more about scopes. Retrieving
Link Leads to matching Account records
My organization has a complex sales process that almost always involves outreach to multiple Contacts within an Account. Our sales cycle is also long and often new Leads are generated from Accounts that our sales team is actively engaged with (Leads in
Kaizen #131 - Bulk Write for parent-child records using Scala SDK
Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write
Kaizen #129 : Client Script Support for Blueprints
Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint
Kaizen #124 - Manipulating Subform using Zoho CRM APIs
Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will discuss how to manipulate the Subform data using Zoho CRM APIs. Subforms A Subform is a data section embedded in the primary form to collect details related to the
Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your
Is it just me or has their customer support dropped off?
We have used zoho for years. Used to be you could get on the help chat during USA business hours and get a helpful person. The last few times i have had a help person on chat, they didn't seem as knowledgeable. I tried to get on chat a couple of days
Quote content displayed twice in the Print Preview
I have created a new Quote Template. It is displayed correctly and looks pretty good, but the whole content in the Print Preview, or in the PDF Export is displayed twice after another. Is this a known issue and how can I fix it. Thanks for the support! Radostina Radostina Ruseva
Kaizen #130 - Zoho CRM Scala SDK (V6) - Configuration and Initialization
Hello and welcome to another Kaizen week! In this week's post, we'll show you how to get started with Zoho CRM's Scala SDK, and walk you through the configuration and initialization process. Specifically, we will discuss how to use the Scala SDK to make
A solution for Automatic Printing of Documents from CRM
Currently, there is no way to automatically print documents from CRM. Zoho is not alone in this limitation and it is standard among tech companies to provide limited printing capabilities. Yet businesses all over the world still need to print documents
Zoho CRM + Infor Syteline
Looking for possible solutions/successes in connecting Zoho with Infor, the CRM and ERP (Syteline), systems our company currently uses. Thanks for any input.
Tip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filter
On Premise Solution
I have had some difficulty finding info for the 'On Premise' version 1) Where can I find pricing info 2) Will this version receive regular updates and patches 3) Is the functionality the same as the 'On demand' solution 4) Is there a customer portal. Regards Toby
Zoho integration with Shopify
Is it possible to integrate Zoho with e-commerce platform Shopify (http://www.shopify.com) ? We need to integrate Invoices and Costumers contact details. Is there any solution for that? Thanks
Kaizen #79 - OAuth2.0 - A Recap and FAQs
Hello everyone! Welcome to another week of Kaizen! Today, we will address a few frequently-asked questions about OAuth2.0 that include token generation, scopes, errors etc,. If you have any other questions, let us know in the comment section. We will
Kaizen #120 - A Guide to API Calls in Zoho CRM Sandboxes
Hello everyone! Welcome back to another post in our Kaizen series. This week, we will discuss in detail about the sandbox environment in Zoho CRM, and how to make API calls to the sandbox orgs. Environments in Zoho CRM Zoho CRM empowers your business
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