How do I build a Report that shows Activities x Contacts by Associated Campaign?
My colleague and I have been A/B testing two separate campaigns created in Zoho. Each campaign is associated by a specific Email subject line and a list of contacts. We called into those contacts over the past week, logging each activity in Zoho. I am
Update Quote Pricing
So currently we use both Books and CRM. From Books we create and update pricing of our items and sync to the CRM. We are trying to find out a way to create a button that would update the pricing on the products in the quote. The specific problem is: We create a quote on 11/1/19 that has 3 items on the quote. Then the customer comes back in 3/1/20 to check the pricing, our quotes are only valid for 60 days. Some prices might have been updated in items/products, but the only way to update the
How to integrate a database of vehicle models in CRM?
I use CRM to work as an insurance agent. I would like to use the vehicle model database. I wonder if it is possible to achieve it and I am looking for hints on how to get it or for a professional who would do such a task for me (I will need a possible
If & Else if not working
Hello, I have the below to run and need to return a result based on clients debt to equity ratio. I have a case where the record is returning -0.6 and it is picking up the highlighted result not the first one - how do we fix this? r360Info = zoho.crm.getRecordById("Client_Reporting",id);
"Convert" button on the Leads page allows users to bypass my blueprint?
I have a blueprint set up to qualify leads and weed out the junk leads, etc., before allowing them to be converted to contacts. My attached screen cap shows that my lead is in a particular state, and the transitions available to it per my blueprint.
Change the periods display in currency field
hi, The default periods are displayed based on the international number system like 123,456,789. we would like to display the currency field in indian number system like 12,34,56,789. Could you please suggest the suitable procedure to get the indian number
Lookup Fields in Purchase Orders does not affect Reports
Hi, 1. I Created 2 Lookup Fields in Purchase Orders for Deals and Sales Orders. I Don't see these modules when trying to create a report when Purchase Orders in the Parent Module. Looks like it is the default behavior. can you check if it is possible
New Layout Updates Causing Issues for us
Recently, there was an update to Zoho (within last 2 weeks). There are 2 issues that we now have: 1. When someone sends "Mass Email," previously it would tell us which ones did not go through. Now, with this new update, if we send mass emails (say to
Question about customizing product description items.
I have a question about the customization of a product detail item. I created an item (API name: field) in the item details and called the item details with a custom function, but the above item (API name: field) could not be called. Please let me know
Add Options and Subtotals to Quotes
Is it possible to setup quotes to include sections with subtotals as well as sections where you can include optional configurations. For instance if a customer needs the core product quoted but is interested in having some add-ons priced right now we
Problem with performance
Hi, Is Zoho CRM having problems with performance today? My CRm is very slow, sometimes doesn't load.... Tks
Kaizen #54 - Subforms vs. Related Lists
Hello everyone! Welcome back to another week of Kaizen. In this post, we will analyze how to choose between a subform and a related list based on your business case. What will you learn from this post? When to choose a subform? When to choose a related
Order Items on Email Template
Hi Team Zoho I was wondering if you have managed to add the functionality for Order Items to display on Email Templates? We have an Email Template we send out to our customers who request to pay by EFT/Bank Transfer. Some of these customers request to
CRM Client Portal
Is it possible to have a portal where a partner/reseller of our products can only see their customers deals, quotes, sales orders, invoices, etc.? Quotes, Sales Orders, Invoices would be created in Zoho Books. Example: Our partner - A1 Reseller A1 Reseller
Outlook Plugin Being Dropped
We have been users for just over a year now and have been able to get Zoho to really work for our business and help track leads and deals. We also use it very closely with Outlook. Some of the features we use very often are attaching emails to specific
Lookup field conversion issue from Leads to Accounts and Contacts
Hi I have created a module called "School Assocation" in Zoho CRM. I created a lookup field in Lead for this module. I also created a similar lookup field to the same module (School Association) in Accounts and Deals. When I go to "Lead Conversion Mapping",
Extension Pointers - JS SDK Series #8: Use the SearchRecord API in a widget to simplify business operations
Looking up relevant business information is easier when you have an internal search feature that targets certain keywords or phrases. Often times, this information will be worked with and manipulated to be useful for the current task the searcher is doing,
ZOHO CRM: Number of records selection in list views removed
As a big surprise, the function "number of viewed records" in the list views was deleted. Can someone at ZOHO please give a vaild reason for removing that important functionality? Now since this funtion does not exist anymore, we can manually select and
Logging incoming phone call within workflow custom function
Hi, I try to log an incoming phone call to an existing contact. The contact id and the call number are present in variables, but converting it to a map and trying to push it via "createRecord" does not work. Does anyone have a code snippet to push a new
Adding new contact to an account? And difference between account and company?
We're trying to organize all of our customer contact information. B2B customer has account X with contact John Doe We have a contact named Jane Doe that we want to associate to this account X, but within the account we can't do that. There's no + button
How can I turn off notifications!?
Hi all, I keep getting dozens of email each day asking me to approve the Main Contact. I am the only user on the CRM. How can I stop these emails? Theyre clogging up my inbox and I cant see a setting anywhere in Zoho CRM to disable these emails. (theyre
How to send SMS / TX messages through Zoho CRM
Hi, I currently use zoho crm and make alot of sales calls. I like to use the activity logger so i know when i have called a potential customer. I have recently added a TX message fuction to my list of contact methods via skype and have been logging TX's sent via the same method as calls. However it would be nice if you could select Call or TX as an Activity Type. Im am not sure how skype and zoho intergrate but it would be great it they could log calls & tx made by skype automaticly. Thanks Mark
Zoho CRM - lookup field search
When a lookup field is added to a custom module to lookup records from another custom module what does the search box actually search on in the records of the custom module being looked up? I believe it is just the email field but my testing has rendered
Validation rules - add option missing in Zoho Developer?
Hello, When using Zoho Developer CRM and creating a validation rule, there is only one rule that can be added and I cannot add an additional "option" as I can within the CRM itself. Is that normal? The screenshot below was taken from Zoho CRM documentation and you can see the add another option that is missing when in the developer vertical app creator. Thank you, Kyle
Spotlight #4 - Leverage the power of AI to get smart and intuitive lead assignment suggestion
In the fourth edition of our Spotlight series, we're going to discuss a few handy Zia features. Before we put the spotlight on Zia assignment suggestion and its importance, let's take a quick run-through of what Zia actually does. Zia in CRM Zia is
Mandatory Field Missing : Unit Price
Hello, we have application which uses insertRecordsMethod from Zoho CRM API to insert inter alia Sales Orders to Zoho CRM. Since yesterday, Zoho beginned return error "Mandatory Field Missing : Unit Price", however earlier this problem didn't exist. Although
Feature: Custom Fields For Users
Thank God For Every Second!! Hi, In Zoho Books there is a great feature of Custom Fields For the user profiles. This could be a great feature in the CRM Also! Not just the ability to use custom fields and the business requires but also use the attachment
Autofilling fields in Contact module with data from other modules and fields.
Hello, I am dealing with a request to create autofilling functions for my companies Contact module, using data derived from our Accounts module and have run into a few issues. Note: The Account lookup field is present in the Contacts module. 1. We have
Can I block blacklist customers from being added to invoice?
Hello, I do have a status dropdown in my Contacts Module with the entries "Active" and "Blacklist". I want to block or filter customers/contacts that do have the status "Blacklist" from being added to invoices? Is this possible in Zoho CRM? Thanks for
Adding a non-supported telephony provider
Does anyone know of a way of integrating a telephony provider that is not on Zoho's approved list? Is there a third-party I can use to provide the integration? thanks, Mark
How to activate a workflow when a Zoho Form is submitted?
Hello! Zoho Form's integration with CRM allows actions such as "Automation: Trigger Workflow Rules, Blueprint, CommandCenter, and more in Zoho CRM". However, when going to the CRM I am unable to make a workflow or something similar when a Form is submitted.
Creating Tickets In Zoho desk
HI, Iam trying to create tickets in Zoho desk whenever a sales order is created. I want to create the tickets based on the product name. I had written this function but the ticket was creating with other product name. Can anyone help me with this issue?
View
Can someone please help I have a contact that one of my salespeople sell a policy how can I make sure after that sale (Client Won) they can no longer see that client anymore in this module? Can you do this? I know you can stop them from seeing certain
Call Schedulling
Hi, I'm testing out Zoho as a CRM and I've brought all my leads I want to schedule calls to for the sales staff. How do I get Zoho to automatically schedule calls for leads I tried using Automation and Workflow Rules but I couldn't get it to work. There
I can not delete accounts in my Zoho CRM
In my Zoho CRM, under the tab accounts, I am not able to delete an account. Example: I have either 2 accounts with the same name or I want to change the name and delete the old name.
Account Lookup Search Tooltip
We have Account Lookup fields in several modules. From what we can tell, the info that shows up in the “hover info” box (see black box below) is based on the Business Card view. However, the “Website” field is NOT in our business card view, but it’s showing
Soft Phone Integration - Smart office App
Hi, Is it possible to integrate the smart office soft phone to Zoho CRM? We want the ability to have the call made from ZOHO, but the Smart office APP POPS on the screen and then the call is registered as an activity in ZOHO Kind Regards,
List of customers per product
I like to have an email or address list of all customers per product. So for instance, there is an upgrade available of product AAA and I want to mail all of my customers who ordered product AAA. I've been looking into the user guide but couldn't find anything. Please advice!
ZOHO E-mail signature changes line spacing
When trying to create a e-mail signature my line spacing is changed. I cannot manipulate the ZOHO e-mail signature to match my Outlook signature.
Hot Leads versus regular leads
I am new to zoho and I have two questions. (1) Leads: we have two sets of leads, one set hotter than the other, is there a way to let the hotter leads stand out? (2) I have imported leads using CSV, how do I separate them by Industry? I have created views thinking that is how I can upload each list per industry, but clearly it is just a view. I would appreciate it if someone can help.
Next Page