Approving Records + Deduplication/Merging
Scenario: Email address is a mandatory unique field on our contacts. We set up a web form to collect newsletter signups. Someone who's already in the CRM signed up. Now, it'd be nice if Zoho would just recognize this and append the signup to the existing
One Form Submission, Multiple Records
We use Forms to register serial numbers to resellers. A single reseller could sell multiple serial numbers. Both resellers and serial numbers are recorded in CRM. Short of resubmitting a form for every serial number, is there a way to create multiple
invalid data
{ "errorCode": "INVALID_DATA", "message": "The data is invalid due to validation restrictions", "errors": [ { "fieldName": "/contactId", "errorType": "invalid", "errorMessage": "" }, { "fieldName": "/departmentId", "errorType": "invalid", "errorMessage": "" } ] }
Programmatic access to "a customer" API Console - confusion
We have a productivity app which, given a phone number, drives my CRM instance to get the Contact with that number. So - in my own CRM instance I have defined a Self Client application and from it generated a grant token and from that generated an access
Sales Pipeline API - Auto create Opportunity and set the Pipeline Value
I'm creating opportunities automatically for our reps via custom function with email clickthru triggers. Is the Pipeline field not exposed via the API? My problem: I don't seem to be able to set the "Pipeline" field via API. - I've checked the API value
My Zoho Story #11 Pete English tells us how CRM software has revolutionized real estate business.
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This interview features Pete English who is the Managing Director of For Sale By Pete.
Zoho CRM Workflows - Beginner and Advanced Workflows Your Business Needs - FREE WEBINAR
Hello Everyone, Join us Tuesday, April 1, 2021, at 10 AM PST for our FREE webinar on Zoho CRM Workflows. We will cover both beginner and advanced workflows for Zoho CRM. There will be a live Q&A at the end as well. Click HERE to register. We look
Leads filtering by the topic of email
Hi all, I have a question regarding ability to filter leads by the topic of email or some other mark. Example: a lot of emails come from 1 email address. So they all get pinned to the very first lead that was created when the first email came through.
Custom Function into Workflow
Hello community! I am the CRM administrator of our small company. I customized the various modules and created workflows to automate some actions in the customer acquisition processes. I also use tags. When I convert a lead into a contact, it receives
How to handle multi currency or get rid of currency labels
So we know that multi-currency is NOT supported. Promised since 2007 (read earlier posts), but still not delivered 3 years later! Solution 1: Suppress Currency Symbol altogether? More frustrating is the fact that the currency field symbol cannot be suppressed
Auto-Update fields in Zoho CRM from a master spreadsheet
I have a master spreadsheet with over 900 clients (rows) and around 40 columns of data for each client with headers. These details change all the time, making it very hard work to change the spreadsheet and the CRM and our other platforms. I'm looking
FUNCTION NEEDED: Update formula field daily
Hey there! I have a situation with a client where they're calculating the number of days between a custom date field and today's date in a formula field on a contact record. The problem is that field doesn't update unless something else on the record
Zoho CRM - How to create a new Attachement List ?
Hello, On our Zoho crm we have a section called "Attachments" which allows us to upload and download files. We wish we can have another section that we may call "Other Attachments". Its aim would be to let us upload and download other files than the
Accounts module has two sections for contacts
Is there a reason why the accounts module would list the same contacts in two different sections? Im wondering if we customized the page and unknowingly created two views of the same contacts. Thanks much
ZOHO using experience
Hi all! We are looking for some live companies who work with ZOHO CRM to make a feedback before we finally choose this instrument! Please write me back if you use ZOHO CRM here in topic! We will be glad to see honest live feedback about user experience
Easily distinguish between clients and prospects in the Accounts module
In Zoho CRM, once a Lead reaches the point where it is qualified it is converted into a Deal (we use the term "prospect"). At that point, an Account record is created for the prospect. The only trouble is, the Accounts module contains our clients (i.e.
Potential view: possible to get emails associated with all Contact Roles?
I'm able to view only emails sent to the primary contact for a particular Potential (the one listed under " Contact Name" ), but send emails to all people with Contact Roles associated with that potential. Is it possible to get a view of all emails associated
Syncing Office 365 Email Account to ZOHO CRM for Record Keeping - What to do when employee leaves?
Hello, We have out staff Office 365 email accounts synced to ZOHO CRM. When staff send an email, it links it to the client account in ZOHO CRM. This is great for allowing there to be a full record of all client communication listed onto the CRM account,
Mandatory invoice field not showing in API names - Product_Details
I have created a function that creates a map with various standard invoice fields: mp = Map(); mp.put("Subject","Example Invoice Subject"); mp.put("Invoice_Date",(zoho.currentdate).toString("dd/MM/yyyy")); mp.put("Due_Date",(zoho.currentdate).addDay(1).toString("dd/MM/yyyy"));
TBD Value for List Price for Products
When we quote certain products for projects our team is working on, we often have a later TBD cost that we need the customer to know they will later be charged for the product/service. We don't want to list it as Zero, but it would be helpful if we could
Booking meetings made easy in Zoho CRM
Hello everyone, In this post we will brief you about the Calendar Booking in Zoho CRM. Calendar Booking makes it easy for your customers to schedule a meeting. Set up the booking in Zoho CRM and share the URL, which allows the customers to book a meeting from the time slots you have defined. Meeting once booked, will be added as an Event in the Activities module and details of the meeting will be sent as an email to the customers from which they can Reschedule or Cancel the meeting. The Calendar
Topic disappeared
Asked a question and a page was created: https://help.zoho.com/portal/en/community/topic/mandatory-invoice-field-not-showing-in-api-names-product-details This has since disappeared. There was nothing contentious in it, so no idea why it would be deleted.
MargicJack
Anyone know how to connect MagicJack to Zoho? ie, when click on "telephone" icon, have MagicJack dial the call automatically (VOIP).
iOS14 Menus, New Date pickers and Wind down shortcuts are now available in CRM iOS app
Hello All, As a part of iOS 14 compatibility, we have now brought in support for iOS14 Menus, New Date pickers and Wind down shortcuts in the Zoho CRM iOS app. iOS 14 Menus: We have now incorporated the Pull-down menus in the CRM iOS app. Now all
Picklist in the email template
Hello! Im trying to move from regular work to Zoho CRM. Is there anyway I can create a Picklist of pre-defined products I can offer depending on clients need? Basicly - is there a way to create a picklist inside of an email template?
How can I get the TAX value of a product in Purchase Order Module
Dear All, I am trying to clone a record in the Purchase Order Module using deluge. I can get (and map) all the fields (+ product fields) without problem except one. I am facing issue of how can I get the TAX of the each product. The below code works fine
deleting records from CRM
I have the free version and am the only administrator. When deleting leads, the total number of records does not appear to be diminishing. Further, when I click on recycle bin, there are no deleted records to permanently remove. How can I make sure that
Customised converted leads report
Hi, I have combined module for leads and accounts names as leads/accounts. I have a field "Lead or account" which distinguishes whether its a lead or an account. I want a converted leads report for the last 7 days. Can someone tell me how to do this ? Thanks
Webhook - Invoke URL vs Postman
A developer has created an external calculator for me, with the intention of me passing a field data from Zoho via a webhook and the outcome of various calculations being returned in response. I have created a function that creates a map of the various
Custom Function: Update related account fields when contact is edited
I'm trying to update the related account when a contact is edited, using a workflow that executes the following function. But it is not updating the related account fields. What am I doing wrong? I think it has to do with the begining, when we are supposed
Quarter 1 - Zoho Community meetups across Australia
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRM
Formula
Hi, I have created a formula to work out 12% of a premium then when all the premiums are added up in another formula want to include this formula but it's not there showing as a field. Please can anyone help me? Its doing my head in!
Auto Gender and Salutation Detection for Zoho CRM (Data Enrichment)
Reduce the amount of effort put into contact maintenance and improve your data quality. Based on the first name and country of origin, the gender and form of address can be determined automatically in most cases by this integration. Select contacts and
Leads aren't saved when using the original Webform, but custom form works
Hi, Few days ago we had problem integrating Google Ads GCLID with our custom form.We still haven't solved that. So to know what's causing the issue, we tried the original webform to check how it works. We copy and pasted the code here: https://flexiclasses.com/test-zoho-google-ads/
Syncing Notes for Accounts and Opportunities
Hi all, is there a way to sync the notes across Accounts and Opportunities? why wouldn't notes propogate across all related modules?
Programmer/Developer Needed To Customize Potential Flow to the photo attached.
Auto arrange blueprint like in Flow
The process builder in Flow has a button that automatically arranges the steps in the process in a neat and tidy way. Please consider adding a similar feature in blueprints. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner
copy date from a custom module to related deals module
I'm trying to copy the value of a date field in a custom module (Finanzierungen) to a related records in another module using functions and this is the function I used: rec = zoho.crm.getRecordById("Finanzierungen",ID); resp = zoho.crm.getRelatedRecords("Immobilien
Is there a way to create a Contact from an Account, selectively copying over Account fields?
I want to add a Contact to an existing Account, and selectively copy over some of the fields -- at a minimum, the postal address(es) -- and, of course, fill in the Account name in lookup field of the Contact record. This is for one-off things (such as
Display LAST Order Sales Date
Hello Is it possible to supply a function for displaying the last date an Order was made "Order Paid"? Parameters: Orders is a custom module. Status field is a custom field. As soon as an order is made "Order Paid" on the Status field the date should
Next Page