Lead First Name/Last Name
Hi, I'm testing zohocrm and even though I have first and last name fields in a lead record: 1. When I specify last name, firstname as two separate fields in a view, it shows the full name and alphabetizes by the first name. 2. The report tool only shows "Lead Name" as a column option, instead of the separate firstname and lastname. I need to display and report based on last name. Any suggestions? blasiewicz
Big issues with Email Notifications on CRM
Hi all, I'm wondering if anyone else has had issues recently with email notification actions from Zoho CRM: those emails either aren't being sent at all, not being delivered to recipient or with long delay. Thanks.
View Records As Other User/Roles
As an administrator, I need a way to view records through the eyes of other users and their roles. Its extremely difficult to try to imagine the way an account layout looks to other users when we hide/show different fields depending on their roles and
Custom button function: send record Notes in an email
Hi, I'd like a function that fetches all notes related to a Deal, then sends the Notes list in an email notification to the related Contact. The email would look like this: " Hello, Here is a summary of this deal: {Deals.name} {Deals.Stage} {List of notes} " Thank you for your help.
Losing lead creation date when converting to customer and potentials?
My problem - Currently when you create a new lead in Z CRM it is time & date stamped, once you convert the lead to a customer it is then re stamped with a new time and date losing the original information. The reason this is important is when you want
COMPLAIN
NEED TO COMPLAIN AN UNPROFESSIONAL STAFF WHO UNABLE TO HELP ME MANY ISSUES AND DID NOT FINISHED MY QUESTIONS BUT SHUT DOWN THE CHAT. WHERE DO I GO TO FILE COMPLAIN AND REIMBURSE MY FEE?
Integrate Cliq in the Zoho CRM Plus menu
Our organisation is using Zoho Cliq with Zoho CRM Plus more and more due to the coronavirus and distance working. It could be great to have the application directly in the Zoho CRM Plus menu (cf. bellow) to facilitate the access to the application for
Date format in Zoho CRM -- Zoho Forms
Hi, In Zoho Writer, I need my date format to be dd-MMMM-yyyy, as in: 5 juin 2019 (french). The date fields are pushed from Zoho Forms to Zoho CRM, and from Zoho CRM to Zoho Forms. In Zoho Forms, I can easily set the date format to dd-MMM-yyy (see screenshot). When it gets pushed to Zoho CRM, it changes to yyyy-mm-dd format. I know the date format feature has been asked for often already. What I want to know is: 1- Is there a way to format the date fields in Zoho CRM OR Zoho Writer? 2- Considering
quotation: different price for different variant
Hello there, we recently receive a question from our costumer, they are a print service and use zoho crm for quotation.. I make a custom template and try a custom solution but the costumer still not happy. I try to say an example: We sell business card
Limitation of five characters to Percent fields
Hello Zoho, Why is the percent field not allowed to have more 5 characters? And you are also including the decimal point for string count. Percentages can be more than 100.00%. It can be 100.12 or 205.40 or even 1000.50 percent. Cutting my strings to
How to map fields when creating a record from a related list?
Hello! When I create a "Deal" from a "Contact" (Going to the Deal related list and clicking in "+ New Deal") I would like that some common fields would be mapped (like when converting a lead into a contact). Is this possible? If not, would you suggest me a workaround? Some information that was captured on a "Contact" record needs to be taken into the new Deal record created related to that contact. Thank you! Juan
Making a function (that triggers off a mass-select button) prompt the user for "Input"
Right now we've succeeded in building a custom button that let's us click any number of clients in our "clients" module, and once we click the "Send Email" button we created, all those people we selected will receive an email. The problem though is that right now, the contents of the email have to be hardcoded into the message. E.g. the deluge function itself has to have a variable called: email_msg = "Hello abc, we are emailing to let you know that...." ; We're wondering if we can change the above
Auto assign lead based on time based criteria
One of my client who is using Zoho CRM standard edition has a custom requirement with auto lead assignment: 1. Lead automatically assigned to first available user 2. In case of no action by first user in 12 hours, same lead automatically assign to the
SOS: How do I create a separate PIPELINE?
I need to create a separate pipeline that has different stages - how do I do this? I have one pipeline that shows clients; however, I need a separate one for just investors that has different steps. How do I do this? Right now, Zoho CRM has everything
Zoho CRM - Zapier .. how can i get the attachment field from contact
Hi.. I have an integration issue.. i am pushing the contacts from the Zoho CRM to another software using Zapier. but im not able to access the attachments that are on the contact. Any idea how i can get that to be accessed by zapier ?
Basic PHP code example for adding new leads
Good afternoon, I have searched everywhere for a simple example of a PHP code that allows me to add potential customers when processing a form of assistance / consultation on a website. The form has several boxes, including email, and registration of other types of data required to register the user. I just need a snippet or something to show that I am taking the form data that has been collected and sent through the API to our Zoho account, to create a new prospective customer. A functional code
How to create a lead into ZOHO CRM from PHP External Form
Hi, We have created a custom form as per our requirement. After validation, We want to insert that data into ZOHO CRM as lead?
Marketing contacts vs stored contacts
A major rival CRM has added a new feature. You can store as many contact records as you like and mark which ones are 'marketing contacts'. You only pay license for marketing contacts. The rest you store for free. I have clients that would be very keen
Zoho CRM connected with Sipgate VOIP
Hey there, we are using Zoho CRM and a VOIP webbased telekommuncation system called Sipgate. Is there a possibility to couple those systems? For example to open automatically the contact as soon as he is calling me. Or realizing a one click dial from
Configuration - Zoho CRM / Xero Accounts link
Hi All, Understand that this question may have been asked multiple times before however I'm looking for some basic guidelines on how one would setup integration between the Zoho CRM / Xero applications. We'd be looking for it to serve the functions of
Home Dashboard Graphs turned Orange
Hi, Recently the graphs / charts on our homepage have turned orange. It looks awful and we'd really like the multi-coloured charts back if possible. All orange is just not nice to look at, yet in the Reports module they're still multi-coloured! Thanks
Counting the Open Deals / Opportunities Attached to your Accounts
The follow code will help you Count the Open Opportunities connected to your Accounts. You need to use Custom Function under setting then follow the steps below: Create a new field in the Accounts Module such a Open Deals. Use Number type. Check the API Name given by Zoho CRM for that field. This is under Settings, API, then switch to API Names and locate the module then field name. The API names will be displayed. Open Deals will properly be called Open_Deals but you need to always check. Create
UpdateRelatedRecords Method in CRM custom function
Hi everyone, I am trying to use UpdateRelatedRecords method inside custom function in CRM and I keep getting message errors.Can someone please check what I am doing wrong here. Here is the piece of code: mp=map(); mp.put("authtoken","exxxxxxxxxxxxxxxxxxxxxxxxx");
Workflow & function to update secondary email field based on a contact lookup in a custom module
Hi everyone, I'm new to writing functions so I need some help. I have created a custom module with the display name of "License manager" Module Name "CustomModule1" I have a contact lookup field in this module and I would like to create a function that
How to customize product details on invoices and sales orders?
We have the need include a custom field for weight of the products, related to the quantity. How can I include this field in the product details when creating invoices or sales orders?
Subform column dividers
Hi, In Subforms, not all the the column dividers are showing up. Kindly check if it on your end also. Thanks!
Dead accounts
We have a load of Accounts that were imported at the start, which are actually inactive. What is the ideal process here, simply delete them and lose the info (not great), archive them somehow.....thanks
3 User field limit in Zoho CRM
How do we add more than 3 user fields in Zoho CRM? We need an additional three fields. Can we purchase more? Are the plans to add more? Has anyone found a workaround?
Custom Function to Save and Re-Edit
If I understand correctly, a function cannot use values entered in a record's edit view until the changes have been saved. This creates a problem when a function is needed while in conversation with a client and recording information in edit view. So,
Help with associating a project to an account via deluge script
Hi there! I've successfully created a custom function to create a project using a project template, assign it to a project group and use a naming convention. The problem is that the function doesn't associate the project to the account. Here's the script
Making Better Use of Zoho CRM
I’m hoping that someone can help us to use Zoho CRM a little more effectively. We are a small, home insurance broker and been using the CRM for a while, to good effect – but I’m sure there are features that we could be taking advantage of, to achieve
Zoho CRM - Rest API - Insert Record - How do I put the Lead into approval mode.?
I am inserting a lead from a web form using Rest API. I would like to put the lead into approval list. I see there is trigger parameter with approval value. Also there is $approved key in the documentation. https://www.zoho.com/crm/developer/docs/api/insert-records.html What is the parameter to use to set the approval mode?
Passing parameters in the link (URL), Need Help
Need help, maybe someone is faced with a similar decision. For integration with CRM Zoho CRM and creating a new Lead,Contact we used previously URL: https://crm.zoho.com/crm/CreateEntity.do?module=Contacts&property(Phone)=0443334025 Using Option: Contacts
Task getting moved to the day before
I keep creating tasks for "today" and Zoho automatically moves them for the day before. Very frustrating. Any ideas or solutions why?
Report of time spent on a customer and the task associated with it
I would like to create a report to show the time spent on a customer. I want that the time to be taken from Calls Duration and the Meetings held with the customer. Additionally, I would like to include all the tasks related to the customer. We are
Migrating a Commercial Real Estate Database to Zoho - Suggestions?
Hi all, I'm working on building a database for commercial properties. I will be collecting the property address, tax address, recorded property owner (on title) and then 1-3 owners and their home addresses/phone numbers. I've done a ton of research with
Click to Reveal Field Contents
Our accounts use verbal passwords for security. It would be handy to have a field that is hidden by default and you click a button to reveal the information contained in it. For Example Hidden: Revelled:
Can't use invokeurl in Validation rule function?
Hi, I've got a validation rule looking up an error table to return the error message, but it's not working. The error is: Oops! Something went wrong. Please try again or check out for following reasons: Please check your function for any possible failed
Increasing number of records displayed in a view
How does one increase the number of records displayed in a view on the home page? Currently, I can only display 5 records. Thanks.
Delete Custom Function
Hello, How do I delete a custom function? So far I have only been able to remove the association from the function in my workflow rules.
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