Self Service updating of customers contact information
Whats the best way to reach out to contacts to verify you have their correct and most up to date information? Is it to send an email to a mass group auto-populating the information you have for them to validate? Or even better have a customer/contact update their contact information? What has worked best for you?
Associate existing contact with Account
I want to associate an existing contact with an account but Zoho only gives the option to associate a new contact. If I want to associate a new Acount to a parent account I have a lookup field but not for associating an existing contact.
Two way sync between ZOHO CRM and Outlook
I would be interested in being able to sync at least contacts, if not calendar and tasks as well, on a two way basis between Zoho CRM and Outlook. Any plans for that, or any way to do that now?
How can switch my CRM settings to allow duplicate contacts and emails?
I have a lot of contacts and leads who have team or department inboxes and every time I convert them to contacts, it merges it to initial contact that was first created with that email address. Is there any way to allow duplicate contacts?
Adding photos for users from Admin account
Is there a way to add photos for user accounts from the administrative account? Or can this only be done while the user is logged in, then going into their profile?
Super Admin ability to move mistake transitions back to the previous state on blueprints
I've created several blueprints and I am having an issue when a representative accidentally clicks the wrong transition and there is no way to return it to the previous state/status. I understand why this would be the default setting for standard users
'In-app purchases' feature is now supported in the Zoho CRM iOS app
Hello everyone, We are delighted to let you know that we now support 'In-app purchases' feature in the latest version (v3.6.23) of the Zoho CRM Mobile app. You can now subscribe to the Zoho CRM editions (Standard, Professional and Enterprise editions)
Implementation for Kitchen retailer
Hi everyone I'm fresh to Zoho CRM and trying to figure out if I can use it for my kitchen retailer company. The way my business works is: 1. Get a lead 2. Home measurement and consultation 3. Design 4. Contract 5. Order and manufacture 6. Install 7. Inspection
E-Mail overview on account level in CRM
Hello everyone, after some discussions, it seems like it's not possible to show all E-Mails that were sent to contacts accumulated on account level - as long as the were not sent directly from CRM. As of now, in the linked list for E-Mails you have to
Meetup Snippets 02 - 'How to learn from Zoho Community' by Hannah Eversole
We are happy to bring to you the second snippet in this series from Detroit ZUG meetup in September 2020, featuring, Hannah Eversole. Hannah is the Detroit ZUG Leader. She demonstrates how Zoho Community and online forums help her learn more and provides
SDK behaves differently when run from different locations
Hi, I am using the C# SDK v3.1.0 (ZCRMSDK) and experiencing different behaviour when I run it from two different but identical servers (using the same code and same database). From one server I receive the following error when trying to update a Choice
Cant see configure function button
Hi, I'm trying to create a custom function but I'm unable to see configure function button at the actions screen. The only thing the screen is showing is "Functions Functions are written using Deluge scripts to manipulate data, communicate with third-party
Response code for 0 records in get records api
What status code is returned by zoho get records api when there are no records ? Is it 204 ? How can we exactly conclude that there were no more records ?
Add a subform in mail model
Hello, In my opportunities form, I add a subform and i want create a mail model with this subform. can I do this ? Sincerely, Alexis
Calls Workflow Triggers
So I have been watching a tutorial about Calls workflows and I do not have the trigger options that are in the video. As you can see below, there are triggers for missed call, outgoing call etc. This is clearly an older version of Zoho CRM from 2020
Put Notes on Call Description Phonebridge Popup in Lead/Contact/Deal Notes
I'm trying to figure out a way to have the call description on the phonebridge screen pop be synced or create a note on the respective module lead/contact notes or at the very least shown in the timeline. I was able to do this on Bigin with Zoho Flow
User guide about client script!
Hello every one! I want to find some example code about client script or some document to referece about it. Thanks for your help.
Export the calender view
How can we export (in PDF) the monthly calender view from zoho crm?? Is there any option??
Keeping track of payments in CRM
L.S. I need a way to keep track of tuition payments of my students in CRM. Students receive an invoice toward which they make payments (in installments). Unless I open up my (non-Zoho) bookkeeping software I have no clear overview of this. There is a
Create Meeting in CRM Calendar tab in Outlook - Show meeting under client´s open activities?
Is it possible that when I create a meeting in Outlook through the Zoho CRM tab and add a clients email adress as a participant of that meeting that the Meeting in Zoho CRM automatically connects that meeting to the client in Zoho CRM i.e. display the
Bulk Delete Attachments
Hi Guys, What options do we have to bulk delete attachments in Zoho CRM? Cheers, Sam Daynes - CEO at Ardento Zoho Partner - Australia
Map Dependancy
Hi Quick question - can you not create map dependancy fields with multi select pick list fields? Is there a way around this? We have a Industry Field but our customer base may go across several industries. We than want another Secondary Field to narrow
Sales Process - Products & Accounts
Hello, We create Quotes under Deals then convert them to Invoices. Newly created invoices are sent to our Accounts package Xero via API. We also scan Xero for new invoices every 30mins. We created a custom module in Zoho CRM called "Xero Invoices" which
Using Price Books
I'm having trouble understanding how to use price books. We have four levels of prices for each of our products (retail pricing and 3 levels of reseller pricing). What I'd like to do is have the ability to assign a pricing level depending on the type of customer. Here's what I'd like to do: 1. Be able to bulk add products to price books, this way I don't have to manually enter product pricing for each product/level. With 600 products that would be 2400 manually entered prices(!). 2. Connect an account
How to report on Unapproved Leads?
We have lots of unapproved leads and would like to run some reports on these so that we can clean them up. There doesn't appear to be any way to report on these. When I go in the list of unapproved leads I have no way to filter. I don't even know how
Add the Lead Image to Email Template?
We have a "New Lead Notification" email that is sent out automatically when one is created. How is it possible to add the "Lead Image" to the email?
Multi-Select Lookup
I'm using python sdk 3.x.x I can't find documentation on how to update Multi-Select Lookup in a record ro = RecordOperations() request = BodyWrapper() record_list = [] record = Record() record.set_id(record_id) record.add_key_value(record_field, '??')
Quotes - Formula note working
Hi, On any quote when I'm editing the total formula works normally, but when I save it the result (value) disapear. Can you check it please? I created new formaila field to test, the same. tks Nonaka
Increase task reminder prominence
Hi there. I set a reminder and it works but it is very subtle and only visible on the Zoho tab. Is there a way to make the pop up louder and pop up outside of the tab?
Function to divide full name into first name and last name on leads entered from email parser
Many of the lead sources seem to prefer full name verse first name and last name. I have to go in currently to divide them and looking to accomplish this automatically. Tried the other function mentioned previously but it did not seem to work.
Update fields based on fields in other modules
I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created. I want that input/number to show up in a field on
5 Ways Zoho CRM Increases Customer Retention
Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers. Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existing
Widget
Hi, I would like to add a section in the Accounts tab that will show an iframe of a widget we already have. We just need to pass to the iframe source the account name as a parameter. I couldn't find any information on how to do this. Is this possible?
CANVAS - Champs permission - problème ?
Bonjour Je créé un champs avec comme permission uniquement Administrateur informatique. Seul lui est cencé voir le champs. Malheureusement, avec CANVAS, cette "permission" n'est pas dupliquée. Ainsi, tous mes users peuvent voir ce champs :-( Une mauvaise
Need pass ZAPIKEY in headers not in Params
Hi All, I have created deluge function getRecordById and function is responding according to my requirement. I have to execute this function with the third-party and got the endpoint for executing this function but my concern is ZAPIKEY passed as params
Cannot get automated scheduled call to map account details
Hi all I have creayed a custom funciton that will schedule a call for 3 days in advance if the call sint answered, it works perfectly, howver i am unable to get the accoutn details to pull through, please can you adviise where i am going wrong here, I
Say NO to Duplicate Leads and Contacts
Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
How do I filter accounts in a report that do not have a potential in a certain pipeline?
I want to filter accounts in a report that do not have a potential in a certain pipeline associated with them. How can I do this?
Zoho CRM and Docusign
Has anyone been able to push information from Zoho CRM and pre populate Docusign form bundles? For example, the Contact Name in Zoho CRM would automatically map over to a Contact Name field on a Docusign form?
Get Notified of Which Changes Trainee Makes to a Lead?
We want to track all changes a new hire is making so that we can review and make sure it's being done right. We have a workflow that sends us an email notification when a lead is updated BUT it doesn't tell us which fields were updated. Is there a way
Next Page