Postcodes for Sales Territories
Hi We use Postcodes (We are a UK Business) for our Territory Management and have encountered a problem that I am hoping someone can help with or advise a workaround for. If a lead is in Newport in Wales with a Postcode of (NP) it puts it into 2 territories as it also pulls back Greater London as the lead territory (Postcode of N against it) so I have ended up having 2 territories against the lead. I am using 'Starts with' and have listed all the start of postcodes ie N, NW, KT etc for the Greater
mailer1.zohocrm.com
Hi Zoho, Good day. I just want to verify if this is a legit domain under Zoho. One of our client received an email from this domain mailer1.zohocrm.com. If yes, may we know what is the role of this domain. Thank you! Best Regards.
Rating the Calls
Hi, i wanted to know if there is any option that after my salesperson ends a outgoing/incoming call with a lead or customer, the salesperson can to rate the conversation with stars from 1 to 5 or another way, but i want to give my salesperson rate scale
Call a function in a Creator App
Is there any way to call a function in a creator app from CRM?
Dialpad Intergration
Hi All, Previously I have had Dialpad intergration working correctly, records would transfer etc. I have come back from break and now Zoho and Dialpad are not playing nicely together. Whenever I try to re-authorise Dialpad to talk to Zoho CRM I get
display call description in the notes section of a contact or add notes field to completed call screen
When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into each completed call. The other option is to add the notes field to the completed call screen.
How do i add 'Sales Trends' to my CRM homepage?
When i add components to my CRM homepage i can select from most of the dashboards listed in the analytics tab, but not the 'Sales Trends' dashboard... I'd like to add, for example, the 'Deals Closing By Amount' trend/anomaly chart to my homepage as a
create project automatically
Hello, I need that every time a deal is won, a project of that deal is automatically created. I have checked everywhere, but I can't find how to do it. Thanks
Integrate both zoho invoices and zoho subscriptions to same zoho CRM account
Hi! It looks like I can integrate either Zoho Subscriptions, or Zoho Invoices with CRM, but if I try both I get an error. For example, I integreate Zoho Subscriptions OK, but then I try to add Invoices (from Invoices web app settings), and get error "Integration
Get created By date using deluge
Hi, I am trying to get this created By date using deluge in functions; but i couldn't .. (as shared in attached screenshot) Please let me know how can i achieve this . Thanks and Regards, Sidhant A.
API to add notes
I've got a php script that searches for records and it works fine. The key line is: $records = $obj->getRecords( $token, 'Leads', $data['Email'] ); $record_id = $records->data[0]->id; I'd like to add a note to the returned record. I'm using the native
Copy Address buttons
I’m new to Zoho CRM and having a little difficulty configuring Addresses The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead import stage. In the first instance, the Physical street Address is the most important as Sales staff will generally need to go to this address to meet the prospective Client On conversion of the Lead I need the following to occur: In Potentials (Opportunities) I need to display · Physical Address
Integration of Google Analytics data within Zoho CRM
Hello everyone, When I used regular Google Analytics code prior to Universal we tracked the traffic source information from Google Analytics on source, medium, term and number of visits. These details were recorded separately within each lead page. How can I develop the same with Google Universal Code? Many thanks for your help!
Streamlining Business Processes for Entrepreneurs | Small Business Heroes E09
In the ninth episode of Small Business Heroes, a CustomersSpeak series, we had a conversation with Pamela Crenshaw from Chicago ZUG. Pamela's entrepreneurial journey has helped her understand the challenges of starting a business and setting up various
Custom Lookup for Tasks
I've changed the vendor's tab to a time sheets tab. I want to keep track of time related to tasks. But, when I create a custom look up field, I can't relate my time sheet to a task because tasks are not included in the look up field. How do I add a custom look up field so that I can relate things to Tasks? Thanks, Jordan
Add multiple phone number to a single Contact
Hello, To my knowledge, in "Free" tier Zoho CRM account we can add maximum 2 phone number to a particular contact. Is it possible to add more than 2 phone number to a partiular contact? If so can you mention the method? Does CRM Plus/Enterprise account
Community Digest - December 2021
Announcements Check out what's new in Zoho CRM Winter '21 release Regulate support tickets visibility with Zoho Desk integration in Zoho CRM Rolling out new enhancements in user field and reporting hierarchy Associate subforms and save templates as draft
E-mail, Phone and more fields not show in other modulo
Hello, when i search a contact in other module like and i put a contact what he have an e-mail and phone on the contact module, when i put the same contact the fields like e-mail and phone not show the original infomation. In 4 weeks ago this information
how to send mass email to the proper people
I have an "Account name" titled "All Shoppers". I want to send emails to everyone in this All Shopper group, using their first name, but cannot see how to add this group and their first name using the # sign as is shown in the instructions.
May i know the links of material of learning zoho CRM from beginner to expert .. it may be books, links of codes , Youtube links ..
May i know the links of material of learning zoho CRM from beginner to expert .. it may be books, links of codes , Youtube links .. Thank you, Sidhant A.
Workflow update a field based on another field
Hi there, I am trying to set a workflow to cater for the following scenario. I have 3 fields in one of my form layouts: Start Date Active Period End Date I want to set a workflow so that on Start Date/Active Period edited, to set the End Date to Start Date + X days, but it seems currently not possible and you can only set a Date field to a specific value or an execution date?
zoho upsert 400 status code
Hi, My question is related to 400 status code in upsert API call. When we try to upsert data and if there is 400 error (bad request) , will the response always contain "data" element ? Does 400 always send a body with it ?
Call Recording
Hi we use Ring Central phone system and phone bridge from CRM and would like to attach the recording of the call to the closed activity record on CRM. Is there a way?
Approval Process - Forcing Editor to answer bespoke questions after approved.
I understand that the approval process, does not allow the "approver" to edit the record which is locked. Only once the record has been approved, can it be edited. I have a requirement where an "approver" will look at a record and either "approve" or
Workflow Rules - Email Notes Alerts
Hi Guys, Trying to set up an email alert/ work flow that will send an email when a note is entered against an account and/or contact Could you please advise how to do this? Andrew.
Can email notifications be sent out when notes are added?
Hi, I'm trying to set up a workflow rule to send out an email notification to a team of users when 1 user adds a note to a Potential. Is this possible? If not, is there any way I can notify a team of users when a note is added? Thanks, Chris
How can i add discount code field as a text
How can i add discount code field as a text in aggregative field of invoice module in Invoiced Items. as shared the screenshot for reference. There i can see only number, Currency and decimal field type. Thanks, Sidhant A.
How can i add discount code field as a text
How can i add discount code field as a text
How do I make a custom time stamp field in zoho CRM
I would like to add multiple dates to one field in zoho crm. Does anyone know how i would do this? I was thinking custom funcitons.
Setting up distributor relationship
Hello, We are a manufacturing company that works with large distributors that sell our products to end users. Once a PO is issued we ship directly to the end user. I haven't been able to find a way to express that relationship in the CRM so that it also syncs with Zoho Books. I would love to be able to populate the end user's shipping information while also being able to send an invoice to the distributor. Are there any ways to do this? Thanks in advance! Ian McConville
How to Fix Web-To-Lead Duplicate via Multiple Click of Submit Button
When a lead is on the web-to-lead form on website and fills out information, if they click SUBMIT more than once, it will submit more than one lead to CRM. I DONT want to prevent a lead from being able to be submitted twice (on different "occasions")
Custom function to automaticlly create a contact when an account is created
We need a custom function to automaticlly create a Contact when an Account is created. The fields that need to be copied are: Account Fields 🡪 Contact Fields Account Owner 🡪 Contact Owner Account Name 🡪 Account Name text of Account Name 🡪 Last Name
Workflow Update Field Syntax
Hi, it seems that the update field part of workflow is pretty limited. For text field updates, can any formulas be used? For example, to concatenate data to a field rather than overwrite it? ie: new value for A = A+B It would be great to have similar (or better) functionality as the custom calculated fields. Can you confirm if there is anything I'm missing? Thanks, David
"Call Now" action button dissapears after refreshing any page that using a Canvas layout
This problem only happens with pages using a Canvas layout. If a Canvas page contains a "Call Now" action button, it will dissapear when the page is refreshed. See attached image for refference.
Decimal values not showing in the field
Hi, I added field named as Price and type as Decimal and checked the setting also in the Decimal proprties. but still when i added values there , then it is not showing values in decimal. i tried with inserting decimal values also but it is not taking
Sending data from Zoho Projects to Zoho CRM
Dear community Hope you all are doing great! I'm opening this thread to understand how can I setup the following workflow between my Zoho Projects portal and my Zoho CRM portal: In my project, let's call it PROJECT X, I have new incoming bugs registers
How do you get more server time for Zoho Crm to process functions?
We're having some serious function problems within Zoho CRM. Our customer base has doubled over the last few months, and functions and automations that worked 100% well before with less customers/ automation calls, now randomly fail. Generally if I
Add Country codes to contact numbers
Hi TEAM, I think it also works for API v2.0. https://www.zoho.com/crm/resources/tips/functions-country-codes.html Can I add function to remove "0" in the very first if exist, bwfore adding the country code as above? Thank you very much.
Create custom connection with Kaleyra SMS?
Hi all, I am trying to create an CONNECTION for workflows so that I can use it repeatly. But it is not working. Hoping anyone can help. Here is the API doc. Thanks so much. Here is the connecion setting. Here is the workflow where I want to use the connection
CRM V2 API is able to create a record entry even when required fields are left empty.
I have created an `Orders` custom module as follows: As you can see, the `random` field is marked as `required` field. When I edit an order on the crm, as expected, it does not allow me to save the form when I leave these fields blank (screenshot below).
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