Free text widget in a dashboard
Hello. We are starting to use dashboards to manage very complex campaigns that involve lists of leads and contacts, a large number of records, tags, different waves... It would be good for us if, besides having all the analytical information in a dashboard, we could have a free text or note widget where we could show some explanations and instructions about the related campaign. Is that possible with any of the current widgets? Thanks!
Update record custom module script
Hi I have been trying for hours to work out what i am doing wrong Custom Module called "Service Request" I want to update the "Email" the the email address of the clients VoidUpdateSR(Int id,String email) //setup map mp=map(); mp.put("Email",input.email); update = zoho.crm.updateRecord("Service Requests",id.toLong(), mp); info mp; info update; Get this error after putting in the ID and Email Address _____________________________ Info {"Email":"blackedout@gmail.com"} {"status":"failure"} Function
Zoho CRM Calendar
I want to automate the process that when a new lead is created an event is created in "CRM Calendar" of selected user. I can create an event on Zoho calendar but don't know how to access the CRM Calendar. I have synced the Zoho Calendar with CRM Calendar, i have automated the process of creating a new meeting when new lead is created but it does not show as an event on CRM Calendar. If i create the new meeting from meeting module it shows on CRM Calendar as an event.
Potential Layouts
Hi I know you only have an option for 3 extra layouts for a module but if I deactivate one why do I need to delete the layout to create a new one? This means I lose all the data that was previously entered in it. Will this be an option in the future?
Browser Versions in CRM are Upgraded
Hello everyone, We have upgraded the default browser version for CRM to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better performance improvements available in the latest version. The old version will not be supported from October 15th 2020, we request you to inform your clients to upgrade their browsers by this date. After October 14th 2020 users will be restricted
Adding Contacts to a Custom Module called "Subscriptions"
I've created a custom module called Subscriptions. After a new subscription is sold through the Deals module, and the sale is closed, I've created a custom module called "Subscriptions" to manage the ongoing level of service we're providing. I'm hoping to add a Related List to be able to assign Contacts to a Subscription, but this seems to be an inordinately complicated thing to do. Essentially I just want to add Contacts to the Subscription record as I would add contacts to the Deal record. At
Automating upload of an Account Image
Is it possible to upload an image to the Account_Image field in CRM? I tried this to copy an existing image to another record to another but it did not work... response = zoho.crm.getRecordById("Accounts", 000000000000000000); imageFile = response.get("Record_Image"); update = {"Record_Image": imageFile}; response = zoho.crm.updateRecord("Accounts", 1111111111111111, update); This did not work either (although admittedly the documentation for the .getFileContent() did say it returns junk from image
Custom function: Form subform entries to related list records
Hello, I'm looking to code a function for the following scenario: We send our client a Zoho Forms. In the Forms, theres is a subforms asking for that clients' partners (Name, email, phone, role, screenshot). This subform is linked to a subform in zoho crm's Deals module. We want a function to create a contact for each of the subform entries and link all of them with the Deals record through the "Contact Roles" related list. How would we do this? The API names are: Module: "Deals" Subform: "Partner"
CommandCenter is Dead Slow
When CommandCenter was introduced, I was thrilled as I can finally do cross-module flows. While the concept is undeniably great, the execution is not. What I noticed was the supposedly 'Instant Actions' that I have set took a whole 2 minutes to be reflected!
Tracking Microsoft Teams messages in Zoho CRM
Hey guys, Microsoft Teams is becoming really popular and I'l now finding myself talking to customers over Teams instead of emailing, which leaves a hole in the CRM footprint as these messages are not being tracked. Are there plans to integrate Teams messages into CRM to a contact? Messaging in Teams will just keep growing as it is, the sooner you guys can get this right the better it will be for Zoho
How to associate multiple products to a potential/deal each with their unique price
I am trying to find a solution to associate the a WON deal to multiple products/services. The workflow function in the library is not working please help
Send E-Mail when a Scheduled Call is created through a blueprint
Hello, in a blueprint I am creating a Call activity in the during phase. In the after phase I want to send an E-Mai to notify the customer about the upcoming call. To do so I have to choose a E-Mail template. In that template, how can I specify the time of the call? When I type "#" to reveal the modules, there is no "call" related information. Is there any way, to attach a calender file to the E-Mail? Sunny regards, Artjom
New Services and Appointments Module
I am excited for the opportunity to integrate this new Services and Appointments CRM module for our service-based company. In starting to set up this module I went looking for an important aspect of services and appointments that our company would need
How to implement direct and indirect sales?
Our sales comprises both direct sales ( i.e. selling direct to end-customer) and indirect sales where a reseller sells the services to the end-customer. In both cases we want the opportunity listed on the end-customer but we need to know when and which reseller is involved.How to implement such a sales channel structure?
Campaign Source Automatic Association with Potentials?
Note: My questions deal with Zoho CRM Campaigns, not the external software that Zoho so conveniently also named Campaigns. Question 1) If I have a Contact that is part of a Campaign and a Potential is created for the Contact, should the Campaign Source field in the potential be populated with the Campaign? Assume the Campaign is still open. Question 2) Is there a way to see the Potentials associated with Campaigns when in the Campaign Module. See the image, yellow highlights. I would think I
zcrmsdk.CLException.ZCRMException: <exception str() failed> when trying to get fields on Contacts
Hello, I can’t figure out why this code does not work. The first five lines work fine and the print dir of the contacts_instance prints the last call but it fails on the last call. Code: crmsdk.ZCRMRestClient.initialize(configuration_dictionary) contacts_instance = crmsdk.ZCRMModule.get_instance('Contacts') print(dir(contacts_instance)) contacts = contacts_instance.get_records().response_json["data"] print(len(contacts)) contact_fields = contacts_instance.get_all_fields() Result: /Users/ddow/venv37/bin/python
Change phone number format in CRM
Hello, Currently the format for phone numbers entered into CRM look like this: 1111111111 I really need it to be (111) 111-1111. Anyone know how I can go about updating all CRM Accounts and Leads to this format? Thanks!
Lead to custom module
Hi, hope you guyes are fine and doing great. i was searching out to the solution of how can i transfer lead to custom module. what i am doing right now. i created a copy of lead manually and name it Do Not DIsturb, and in the workflow rules created a rule on lead module and its that when a Lead Status is DND/Do Not Disturb then custom function trigger. Through that custom module i need to connect my custom module, can any body help me??
CRM Deals Best Practice - Ending a Subscription?
Hey friends, I'm looking for some suggestions on best practices for building our Deals blueprint/workflows. We are a service business; we have several different lines of service that we offer for our clients to subscribe to. Our clients can subscribe to Service A, Service B or Service C. Clients can subscribe to any one or combination of services. And each service requires us to go to the customer's site to perform an installation. Sometimes we run into some technical difficulties during the
Possible to remove the Tag functionality from the account page in Zoho CRM
Is it possible to remove the tags functionality in Zoho CRM or just on the account page?
Company name missing from Activity list
How can one add the Company name to the Activity view The Company field is not even listed in the edit view option. This is such a basic requirement. Any help gratefully received. Charles Smith
Zoho Form
The Zoho Form does not update the CRM. When a customer complete the form it states Sorry, there were some issues in submitting your data. Please try again later. The App also does not sync
Deals Stage wise hard-locking
I want yo hard-lock the stage drop down in deals module. i.e the user should not be able to skip a stage and enter the next stage. suggest me a way to achieve this functionality
How I can export all my Account and Contact records?
Please, I need your help. How I can export all Account and Contact records? I have over 7000 records in each of them and I need to keep current a separate application that always uses this data. Need to get the time I needed, a file for accounts with all the records that I have and likewise another file for Contacts. Thanks. Quito - Ecuador
Kaizen #50 - Deals Metadata #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss the Metadata API for the Deals module and explain every key in the response. What are metadata? Metadata are the additional information about a record's data or a module. For instance, the metadata of the Deals module comprises details like related list properties, whether the module is visible to the current user, whether the module can be accessed via API, and so on. You can fetch the metadata of a module
Deleting Accounts / Sync to other products
Hi, We have one way sync from CRM to Desk and Inventory. When we delete accounts within CRM, the accounts aren't deleted within Desk and Inventory. Certainly many of them have any other records like tickets or sales orders against them, so we would expect them to be deleted via the sync. Is there anything we should be doing, as at the moment we have orphaned accounts within Desk and Inventory, which do not exist within CRM. Thanks Dave
Automated Email Reminders on Unpaid Invoices
Hello, I need to setup a schedule for automated emails to all billing contacts on unpaid Invoices. I believe this requires a schedule to be setup based upon a function, and I'm looking for help setting up this function. There are two parts I need help with in the Deluge editor: Sending email To the email of all contacts who are attached to Invoices with a status of either "Unpaid" or "Paid in Part" and a "Due Date" after the current date. Screenshot of how these contacts are attached to Invoices
Zoho CRM Integrate with Databases like Hoovers, ZoomInfo, Dun & Bradsreet
Can Zoho CRM Integrate with Databases like Hoovers, ZoomInfo, or Dun & Bradsreet?
System notifications
Hi - I would like to be able to send notifications to my users/agents of changes that I make to the CRM and Desk systems. Something like Zoho does when you are depreciating something or you made significant changes, so you tell us of those changes with a pop-up or a floating alert in the corner or a banner at the top. It would be very handy to alert them to changes and educate them.
Get Lead ID from associated Calls Record (Activity)
We have a webhook that will send the Call record on certain condition to Zoho Flow. The issue is that even though the call is associated with the lead, I can't find a way to extract the Lead ID. When the call is associated to a lead, how can I get the Lead ID from Call record? Please let me know if there is a custom function I can create to accomplish this.
CRM Function Help
Hello, please help if this is possible. I am trying to write a function that, when a lead comes in, gets the lead Company name, searches our Accounts Module for an account with that company name, retrieves the account owner for that company account, and automatically assigns the lead to the account owner. In the leads module, Company is a single-line field and Owner is a look up field In the accounts module, Account_Name is a single-line field and Owner is a look up field as well. This is what I
Anyone figure out the lead scoring custom workflow on CRM?
It looks like Zoho created a custom function for Lead Scoring (a much needed feature), but it's very confusing. Does anyone know how to configure it? Or have a guide to configure it?
Ability to Duplicate Existing Webform
I've been using webforms on a variety of landing pages to help convert ad clicks into leads registered in Zoho. The webform creator is very helpful, and the interface for the creator itself is easy to use. However, I would be able to utilize the webforms much more quickly and easily if I could duplicate an existing webform and modify it slightly, rather than having to build a new webform from scratch every time I need a different one. I have about a dozen webforms that are all about 95% the same,
I can't access the ZOHO creator form in ZOHO CRM.
Hi Guys, I Build App in Zoho Creator as the name of "Add Account" and written Delegu code for saving the Account/Contacts records into ZOHO CRM, it's working fine smoothly saving the records into ZOHO CRM. I am facing a problem that when I tried to access the "Add Account" App in Zoho CRM through (Setting --> Web tabs--> Links) I am getting an error message of "Sign in to your Zoho account to view this Form." along with a sign-in button, I have clicked many times to get into form but no luck, but
Create Manual Unsubscribe Link
As a requirement of my privacy policy, I need to build a web page where users can manually unsubscribe by entering their contact information and managing their subscription preferences. All the tutorials I see only work if the user clicks the unsubscribe link from within an email that was sent by the Zoho system. This does not suite my needs. I need something similar to this which is hosted on a web page and accessible/functional through direct url access. Thank you.
Spam coming through online form
Hi all, I am receiving lots of Spam through an online form connected to my leads module in Zoho CRM (i.e. a lead is created whenever the Form on my website is submitted). I have noticed a pattern in the Spam requests I have been receiving, namely that the first name is always the same as the last name. I therefore want to create a workflow rule that only triggers a notification email if "First name", as entered in the form, IS NOT the same as "Last name", as per the form. However, the workflow design
Accessing MassEmail or Reports from API
Hello, I am currently trying to retrieve data from Zoho CRM programmatically (via API), regarding mass emails (bouncing rate, opened mails, etc...) for monitoring. However, so far, I have found no way to retrieve such data, (even indirectly via a Report, for example): - Listing all modules via API, I do not see any "email" related module, and "Reports" is marked as not `is_api_supported` - However, if I list related modules for "Contacts", I do find an "Emails" module - Furthermore, when I try to
Zoho Crm Analytics module
Hello, I have made a dashboard available for all the users, but some components aren't showing certain users. We have two types of users - one that have Admin, and other that have Standard access. The one with Standard access doesn't have access to Analytics module - I want this module to be only shown to Admin users. Because of that, some of the components that were created with Analytics module are unavailable to be seen by Standard users. Is there any way to get around this problem without giving
Disable Email Notifications for Calendar Events
Hi, I add reminders to all my calendar events. This is fine when I am online and using the web UI. However, if I am not logged in to the web interface I get an email notification instead. This is undesirable as the pop notification generates a notification on my phone, and any other open calendar client so I always get the reminder - the email has no value to me. I cannot delete the email address in Calendar Settings > Preferences > Email Notify, nor can I use a fictitious email address and there
How to integrate FullContact API with Zoho CRM API?
Essentially, FullContact is a lookup for more information on a person when certain parameters are passed (for example email, name, company). On GET request, the FullContact API should return XML or JSON of whatever available public information there is on a person. What I want to do is a POST onto CRM Leads of that data. I've been looking and trying to use Webhooks from Zoho but have not been able to do a successful POST onto my Leads module. (Probably an issue with the XML formatting) FullContact
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