Create report or modify print view
I want to specify what data is displayed in my Accounts module. For example, "John Doe divorce" is an account. I want to print/display certain parts of the account information (and not all of it). Can I do this? If so, how?
How to search records by date in the JS SDK?
Does anyone know if it's possible to search records within a date range via the JS SDK? the COQL query I have working is (changed for legibility) : SELECT Name FROM Leads where (Created_Time >= fromDateTime and Created_Time <= toDateTime and Resource = resourceID) I'd like to be able to execute this same query via the JS SDK but this doesn't work: ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"criteria",Query:"((Created_Time >= fromDateTime and Created_Time <= toDateTime and Resource = resourceID))"})
What is the automatic email that is sent after approval in the Approval Flow?
I have a question about the email that is sent out after approval in the approval process. Is it possible to change the delivery setting of this email, destination and message content?
PostCode Or ZipCode Lookup - PCA Predict
Hi, I have been waiting for this chrome extension to come out and now its live. PCA Predict a UK & international postcode or zip code lookup service have made a chrome extension that can be configured to work on Zoho CRM :) https://chrome.google.com/webstore/detail/pca-predict-real-time-add/ghoaecjajgjgmildhfkbckibpamokhgc?
Why so much downtime?
Why does Zoho crm seem to experience so much downtime? How are you getting around it when you're agent's aren't able to log in and do their work?
ZohoOAuthException when trying to fetch access token with Java SDK
Hello, I first tried the french documentation which was obsolete. I had to go to the english documentation to have up-to-date information. Or so I thought. I had to modify the given code. Instead of ZohoOAuthClient client = ZohoOAuthClient.getInstance();
client.generateAccessToken("generated_grant_token"); I had to write : ZohoOAuthParams zcrmAuth = new ZohoOAuthParams(); zcrmAuth.setClientId("(replacing for posting"); zcrmAuth.setClientSecret("(replacing for posting)"); zcrmAuth.setRedirectURL("https:
sort order in CRM View for Activities
I generally like the design of the CRM view for activities. However, it has a fatal flaw that makes it unusable: the order in which the activities are sorted. According to the documentation, "The records will be organized based on the time it was created, i.e the latest ones will be the first in the list." There are very few contexts in which this is useful. In 99% of cases, users want to see their activities sorted by due date, with the oldest (overdue and upcoming) activities at the top of the
Using Custom Module to adjust field visibility in the Deals section
In my deals section, I have a look up module that links to a custom module. I would like to use the settings in the selected custom module record to alter the visibility of certain fields of the deal. For instance, Deal Field A Field B Custom Module Field C -----custom module lookup-------> Field A' ----> if selected, field A is visible if unselected, Field A is hidden
Auto-import lead/contact pictures from social network profiles
Since we can already associate LinkedIn, Twitter or Facebook profiles to leads/contacts on Zoho CRM, I believe it should allow their profile pictures to be imported (or displayed) on the Zoho CRM user profile directly. Currently, I would need to save the picture to disk and then import it into the contact, which is not very practical.
Update Layout field in accounts using bulk write API not working
Hi, I am using bulk write API to upset accounts in CRM and it is working fine except for one thing: When I map the Layout field to a Layout field in the csv that contains the id of the layout I want to set for the accounts it is not updating/setting the layout in the accounts. I have also tried to set the default layout for the user that creates the job with the one I want to set and it doesn't get set on new accounts. How can I do it? I have searched for information but the only information I have
configuration.properties not found
Hello guys i got a problem when im trying to use the Api. 0Current user should either be set in ZCRMRestClient or in configuration.properties fileUnknown but configuration.properties exists and contain the currentUserEmail apiBaseUrl=www.zohoapis.com apiVersion=v2 sandbox=false applicationLogFilePath=/***/*** currentUserEmail=***@***.com
App Spotlight: Klenty Email Automation for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Klenty Email Automation for Zoho CRM Klenty is a powerful sales engagement platform that helps sales teams send personalized emails and schedule automated follow-ups, calls, and tasks with prospects. Integrate Klenty with Zoho CRM to automatically sync contacts, set automated workflows using triggers, and more—all in a way that scales effortlessly with your business. Get the extension
how to stop a workflow about unanswered emails
Hello, i created a workflow, that reminds me via email about outgoing unanswered emails. Question: How can I stop these reminders.../ workflow ;) it should only be executed once, so that I get only one notification and not every following day... Tha
Continuity Between Leads, Contacts & Accounts Modules
Hi, I seem to be missing something here while customising the CRM. I am trying to sort out the Lead > Contact > Account process, (aka simply converting a lead into Contact & Account). In the Leads module, I've customised the standard layout exactly as needed including custom values in the pick lists for 'Industry' and 'Lead Source'. Is there any way to copy the layout from Leads to Contacts? If I have to recreate the layout in Contacts, manually; then the entries in the picklists for the same named
Hack: Fixing broken email with Zoho CRM-ShowTime integration
I'm running a bunch of online learning sessions in Zoho ShowTime, for which I need to send follow-up emails when someone attends/finishes a quiz/signs up but doesn't attend. As those of you who do this (I'm sure I'm not the only one...) know, if you try and open up the ShowTime attendee record in ZCRM, sending an email errors out. While I "kindly wait for [Zoho's] development team to look into this", as the support folks always say, I've come up with a good workaround that gets the job done pretty
Read Only & Hidden Fields Problem with Custom Functions and Formula Fields
Hi, so I am having a huge issue which technically shouldn't exist: We use several custom functions and formula fields to make calculations for our prices. Thus, certain fields should not be visible or editable since they are filled automatically on creation. BUT, if a field is set as "hidden" formula fields can't "see"/access their data either, which is kinda ridiculous. AND, "read only" fields can't be populated by functions. Please correct me if I am wrong. If not, please adjust in near future!
blueprint - multiple checklist in a transition
this idea would be able to have multiple check list during a transition. some stages we have long checklist: example - we are reviewing legal documents, we need to check multiple sections of a document, now our checklist is 30+ items spanning multiple sections. these checklist do not make sense as multiple stages because its all one document review, and/or they are not linear in nature. Current Check List Example schedule a - check this item schedule a - check this item schedule a - check this
Help - CRM - with filtering and limiting user access to leads/contacts etc
New user here so apologies if I've missed a resource or previous post. I've searched these forums to the best of my abilities (with my current CRM knowledge), and have attempted several solutions with no success. We are a business group with one main office and five locations. I have a Zoho One account with six user accounts. First I have a "Master Admin" user for our main office. I then have five other user accounts for each of our locations (Location One, Location Two, etc). I have the CRM module
Conditional IF between two modules syntax
Hello, I am trying to write a conditional statement with deluge to speak to two different fields in two different modules within the CRM. Is this possible and what would be the exact syntax to use. Below is an example of what I am trying to accomplish: variable1 = zoho.crm.getRecordById("Module1, module1id); mp = Map(); if("module1_field_API" == "Yes") { mp.put("module2_field_API","Yes"); } update = zoho.crm.updateRecord("Module2, module2id, mp); info update; info mp; Is this totally wrong? Any suggestions
Can I pass data to widget which open from botton click?
Hi I create a button in contacts view . The button will popup a widget. I want pass the contacts ID which I select to widget. Please show me how can I do? Kenny
searchRecords api method
Trying to understand why the following is happening. I have created 3 account in the CRM with the following account names Wonder Company Test Sample Company When I make the following call, I get all companies returned as the result https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken={My Auth Key}&scope=crmapi&criteria=(Account Name:a) I would of expected none to be returned, it in theory it is getting accounts that "Start With a"
How to disable email notification when sharing a record ?
I have a workflow who share some records between users. My mailbox is full with notification of success sharing of record. How can I disable theses notifications ? Thanks
Somehow convert an existing field in Accounts from an old CRM system that contains account numbers and auto-number all future entries
I have custom account numbers in my Zoho CRM Accounts module after migrating over from another CRM system; they are in a single line field but only contain a numeric string. I'd like not to lose this history but create an auto-number field from a particular starting point going forward in Zoho CRM Accounts. I'm told that I cannot create an auto-number field and import previous data for it thus I believe what I may need to do is create a formula to copy an auto-number field over to my current account
Need Proper Syntax when using "Contains" within the territory setup (Account Rules) / Using State for Territory Assignment.
Hi there. I am looking to setup territories within Zoho CRM. [Please not that I am not a programmer and I'm simply looking to properly use the functionality setup in the CRM] When I get to the Account Rule part, I am looking to input a string of States (since there is no picklist) to use as the Account Rule Criteria. What is the proper setup for inputting data to be associated with the "contains" option: Option 1: alabama, kentucky, ohio Option 2: alabama OR kentucky OR ohio Option 3: alabama;
Database management/email marketing for a unique business case
I'm working with an early-stage company whose business is in the professional media space. We're working through the buildout of their Zoho CRM environment. The way we've got it set up is one module for Influencers, one module for Media Creators (MCs), and one related module that stores Media created by MCs (an MC can have multiple Media associated with their record). The challenge I'm facing is wanting to be able to create filtered outreach lists of MCs based on a combination of fields between the
Do I need a new license as a developer?
Hi Im working on the CRM for the client. The client has a license. Do I also need a license if Im working in the CRM? Ill only be doing about 5 hours per week on the project. If I use the client's login details, will it block her out of the CRM while Im logged in? Thanks
My Zoho Story #09 Dr. Joseph Sweeney talks about moving business goals with the ever-changing market
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. Joe Sweeney is the technology advisor for IBRS which provides Inform ation Technology
Auto-populate US Zip Code (custom module) based on Address, City and State
Hi there, I have found several topics on how to auto-populate address based on Zip Code but not the other way around. I need a custom function to auto-populate a Zip Code field based on Address, City and, State fields in a custom module using Google Maps API. Thanks!
see / cancel postponed email
Hello, is there a way to see / cancel postponed emails? BR, Brendan
ZOHO CRM API and Zillow API
Here is what I am trying to do. I was wondering if there was a way to use a zillow api or any other real estate related API to populate information into a ZOHO CRM lead. I wanted to be able to grab information from Zillow like the Z estimate and beds, bath, square footage, school districts, etc from zillow. I wanted to do it in a way that I just clicked a button and it auto populated into my Lead fields. Right now I can go to my real quest account and export the field and then input them into
Transferring contacts to another layout
We are revamping our entire CRM and reevaluating fields. I have created a new layout with the new fields so now I have a few question as to how i can get everyone moved over. 1. Can you do a mass transfer of contacts from one CRM Contact Layout to a new one? 2. What is the easiest and most accurate way to move information from one field to another? ie we are replacing an organization type with a more broad field and would like to make sure everyone is accounted for. Any help or guidance would
Unused Fields in a Layout - Are the still in the database tables?
I recently created a new "Standard" layout for my sales team, moving many fields they don't need to the "unused fields" section of the layout. I have a separate layout for "Marketing", which shows the fields. As a result of the change, I'm now getting an error when importing records into the Leads module in Zoho CRM. My workflow is: Unbounce > Zapier > Zoho CRM Leads The field causing the error is Boolean, true/false. This fields is "unused" in my Standard layout. I would assume that even though
Custom view - When adding a new component - Why are records listed limited to 5?
I dont really want to have to use the navigation button to scroll past 5 entries. Why cannot I see all my tasks at the same time?
Change of flow in the configuration of Unsubscribe Link
Hello everyone, Configuration of Unsubscribe Link has been revamped. Below are the list of changes that you will notice: Entering return URL Earlier you had to give the return URL in the configuration page. Now you can create unsubscribe URLs and maintain a list of the same. Creating the unsubscribe link During creation of unsubscribe link, you have to enter: 1. Location URL: The web page URL where the unsubscribe link will be hosted. You can choose a standard page designed by Zoho CRM, that will
How to import pick list data
How do I import data into a pick list field? This field allows multiple values to be picked from a list, so how do I identify that on the spreadsheet to be uploaded?
Recent Enhancements in Webforms and A/B testing
Hello everyone, Here are some recent enhancements that we have made to the Webforms and A/B testing. Cloning of webforms: We are now allowing you to clone an existing webform within the same module. They can clone it across the available layouts. In case
Zoho CRM and MS Outlook Plugin - Reoccurring Calendar events issue
I am a novice user and exploring the various features of Zoho CRM for Outlook plugin. I noticed: If a reoccurring event was created in Zoho CRM, then it will be added to outlook calendar as separate events with same info (IE: Create in Zoho CRM reoccurring event for 3 consecutive days. Once synced, it’ll be added to Outlook calendar as 3 separate events w/ same info) If a reoccurring event was created in Outlook, then once synced it will only add the first day in Zoho CRM calendar. If a single day
list view across accounts and contacts for mass mailing
Hello, I am a bit stuck on my CRM setup... let me explain I want to send emails ("mass mailing") to some contacts of specific customers. -> I want to create a list across two modules (contacts and accounts), but it seems that this is not possible. all contacts from accounts with account-field industrie = medical or: contacts where field department = marketing from accounts with account-field industrie = bank I can do this with a report, but from this I cant use mailing... So: 1. is there a way to
Add Tag / Update Field if Invoice paid
Good afternoon, I have my Zoho CRM and my Zoho Books linked together. I would like to add a tag to all the people in my contact list who paid for a certain product (to be found thanks to their invoice). Is there a way to do that? Thank you very much.
Custom Function : Updating Lead Score.
Scenario: Updating Lead Score. You may want to rank the leads in your CRM account in order to determine their sales-readiness. The scoring can be based on certain predefined values. This lead scoring can be done with custom functions. You can have a custom field for the Score and use custom functions to update the Lead Score based on certain values. When you update the fields in leads, the score will be updated automatically. This custom function can also be used for other modules by making small
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