Important Updates in Zoho CRM Outlook plug-in and Marketplace
Hello everyone, We recently had some updates in Zoho CRM plug-in for Outlook and Marketplace. Here are the details: Modifications in the Sign-in process for Zoho CRM Outlook plug-in : Earlier we used Authtokens for signing-in to the outlook plug-in. Now, we will use OAuth, that provides a more secure method of authentication. Owing to this, the users are requested to download and install the latest plug-in before February 2020. In the plug-in, when you click Sign-in , you will be redirected to
Community Digest - August 2020
Announcement: Block your calendar - We've scheduled focus group webinars covering Zoho CRM 2020 features that help build long lasting customer relationships. Increase API Credits right from the API Dashboard. Take a look at the newly revamped and visually appealing UI of Kanban View. Sub-concurrency limit is increased for complex APIs. Check out the enhancements made to Functions and the Activities Module. Introducing Workflow for Facebook and Twitter. Zoho Marketplace has marked its milestone of
Leads converted to deals
I need help. I need to create a funnel showing leads to deals created to deals above 80% to deals won. I am stuck and can't figure it out.
Email templates switching between workflows
Hi there, I have two workflows set up to send out two emails with links to two different surveys. The emails themselves are identical, bar the link to the survey. The workflows vary depending on what type of holiday the client went on, either on a cruise or a tailormade holiday. The Tailormade workflow is set to send one day after Return Date. The Cruise workflow is set to go 6 days after Departure Date. I have mandatory fields set up for Deals which group the holidays into either Taiilormade or
Zoho sheet view is not working
I tried to use the zoho sheet view for twice, and it worked fine, while showing that message of instructions. The moment, i decided not to need to show the instructions page again, i stopped being able to load the "zoho sheet view" again. All i get is only the word loading once i click, and i dont get the sheet itself loaded anymore. Any advise please
Newsletter: how to create one document (not clickable) with Zoho email template
Hello. Newsletters are one document as far as I know, at least the ones I receive from third parties are. The very basic newsletter I have now created with a standard template in Zoho CRM consists of a header, three photo's and text. After saving I have send this newsletter to one of my own mail adresses, via a fake lead I entered with one of my own email adresses. Upon receipt the newsletter is not one document however. For example the photo's are clickable and then will be opened in a photo viewing
I catch ZohoOAuthException
Hi! I have a problem with my code: require 'vendor/autoload.php'; ZCRMRestClient::initialize(); try { $oAuthClient = ZohoOAuth::getClientInstance(); $grantToken = '1000.297767e7a02214c5e4432dcc1906f615.c1198106e59644b6539e110f684f4a27'; $oAuthTokens = $oAuthClient->generateAccessToken($grantToken); } catch (ZohoOAuthException $e) { echo $e; } result: Notice: Undefined offset: 1 in D:\phpProjects\zoho_form\vendor\zohocrm\php-sdk\src\com\zoho\oauth\client\ZohoOAuthClient.php on line 185 Warning:
Basic VoIP/Telephony Integration with Zoho Small Business
We are a new startup looking to run regular business calling plans with a standard client base. There will be a need to record conversations and integrate the data with Zoho. We are obviously trying to keep costs low. What is the feedback on some of the applications for VoIP that plug in to Zoho and offer unlimited calling plans with solid feature base? We have considered Kixie and Toky so far but they both really add up to a high monthly cost when you factor in calling in North America unlimited.
Modify Phone field: take out +1 and return 10-digit phone number format
Hi, I'm posting leads from Facebook to Zoho however after the lead is posted the Phone field is returned on this format, +19998887777. How do I take out "+1" on Phone field so it just return a 10-digit phone number?
Auto populate crm value into creator form using url
I have created a link and append some parameters with it. when i click on the link , it redirect to zoho creator. I want to fetch data from url and fill that value in the creator form. How can i do that?
Quotes Module - Product Details
We have a simple request to add a commission calculation per line item in the quotes and sales orders module. We have the fields required already added to the respective modules, but now we need to just calculate the actual commission in the line item! Our commission is calculated as: Unit Price x Commission Percentage x Quantity. Any idea of how to accomplish this per line item?
sync accounts/contacts where books is more up to date
In my implementation I have lost sync between CRM and Books. Books is where all of our day to day work is done. However I am looking to begin leveraging CRM. I want to be sure that when I initiate sync, that where a customer company is present in both, that the more recently updated Books data would overwrite the CRM company and contacts data. When the two were setup I had sync'd the data between the two. Now we have many new customer organizations and the contact names and titles have been updated
impersonating a users (ADMIN level)
Is there a way for an admin or superadmin to impersonate a user, in order to validate settings (securities, rules, roles etc) Thanks
Coping Data from One Field to another in same module
I had setup a created a custom function like below but it doesn't work, can you please help void GrnNoUpdate (int PoID, string GRNNo ) Edit Arguments PoIDStr = input.PoID.toString() ; mp = map() ; mp.put("GRN No.",input.GRNNo); updateResp = zoho.crm.updateRecord("PurchaseOrders" ,PoIDStr ,mp ) ; I have a PO number filed which in some cases I need this to be exactly as "GRN No.", but this function won't work, i copied this with another function which is working fine from one module coping to another
My Zoho Story #07 Stuart George talks about the evolution of technology
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. Stuart George is the founder of CKP Creative which helps many businesses create an online presence and digital media strategies. Listen to his story on how his company had evolved over the years.
Partner Relationship Manager
I see this page on the Zoho CRM website talking about using it for Partner Management. I cannot find this module in my CRM nor can I find more information about how to use it or set it up. Is there more information about how this works somewhere? https://www.zoho.com/crm/partner-relationship-management.html
Why would this custom button not execute properly?
Hello Friends! I am racking my brains trying to figure out why my custom button is not pushing data from the "Leads" module to the "Appts" module. I have 'id' defined as Leads Id. I have another custom button in the leads that works perfectly fine. I have pasted my script below, maybe someone can help show me where I went wrong. Also, would Layouts effect a button at all? Thank you! apptset = zoho.crm.getRecordById("Leads",id.toLong()); info apptset; mp = Map(); mp.put("Lead_Plan_Sponsors",apptset.get("id"));
Renaming Modules
Hi We only want to manage our suppliers in our CRM. We dont need to keep track of customers. We're not selling anything! Can I rename the Leads module to 'Suppliers' or is that considered bad form? Is it better for me to create a new module called 'Suppliers'? Thanks
Zoho Campaign App vs Zoho CRM Campaigns Module.
It always seems that there are more than one way to use ZOHO and the answer always seems to be "It depends". I guess that's the trade off between flexibility and structure. It would be great if ZOHO produced a series of "here is your alternative option" but as each App has it's own "Team" I'm guessing they will have a biased solution. So here is my question or at least my understanding of the approach. I have a form on my Web Site that I use to collect subscriptions to my Blog and Newsletter. i have
Sync email and zoho
My Outlook isn't connecting to my zoho?
Editing Product Details Field in Invoices and Quotes - Zoho CRM
I know the product details field in invoices and quotes says that it's not editable but I really need to edit them cause they don't apply to my product. I need a different setup for it since I operate a travel agency. What can I do? Any suggestions?
Quote Customisation - Product Details
Our quote requirements seem to fall outside of the standard customisation that is available. The quotations we generate do not relate to held stock neither do they have a simple, single price. We quote for the removal of products offering a potential value for any that can be resold. On the quotation, we will need to add in each product line product description (free text), quantity, processing charge, a supplemental charge for additional services and then the total which is essentially (Return*Quantity)-(Processing*Quantity)-(Supplement*Quantity)
Reset to default?
I started nosing about in the product to see how things were connected. Is there a way to simply reset everything to the default settings?
Quote Total NaN
Does anyone else have an issue when creating quotes with the total being NaN, therefore it won't save and you have to start again!!! I have some quotes set up with product lines which I clone and then adjust to different customer needs. The problem usually happens when i try to edit the template, or move the product lines around. I am using multiple currencies but not within the same template. its soooooo frustrating, anyone any ideas, please help? Zoho say the can not replicate it.........it
Copy Customization: switching off all extensions for how long ?
Good morning. I like to copy customization of our CRM to another account. But I see I need to switch of Zoho Books extension. I can't shut off this extension as there are synchronisation between Books and CRM and Zoho Finance module. How long do I need to have the extension switched off ? What is expected in the target end from the remote super-admin.
Conditional Show/Hide Fields on Webform
Is there a way to make the display of fields on a Webform conditional upon the value of another field?
Wizards - Looping Problem
Guys, Maybe I am missing something here. I watched several Zoho produced Wizard explainer videos in which it clearly shows how to add "previous" buttons that link to prior screens. SCREEN 1 - SCREEN 2 - SCREEN 3 works (via linking screens) SCREEN 2 - SCREEN 3 (via next) - SCREEN 2 (via previous) creates a loop error. When I do this in my wizards, however, it creates a "looping" error and I cannot save the wizard. Anything obvious that jumps out that you guys tripped over? JV
Email workflow doesn't trigger
Hello, I have build a workflow to send an email to the customer (contact email) whenever their deal is sent (fields - number of parcel and shipping method are updated), but unfortunately it doesn't trigger and I can't track where's the problem. Step by step: WHEN Numer przesyłki (number of parcel) AND Sposób wysyłki (shipping method) are updated and CONDITIONS are that Sposób wysyłki (shipping method) is GLS AND Preferowany kontakt (prefered contact) is po polsku (in polish) THEN send an email Wasze
Blueprint stopped working
I have a blueprint that has been working fine for over a month in the Leads module in a particular view. I have made no changes at all over the weekend to the system other than looking at Zoho Flow (but not configuring a Flow). This morning the Blueprint is not moving from one stage to the other. When I select the Blue Process button it creates the task associated with the flow but does not move the Lead to the next step. The majority of my business is based on this Blueprint so your immidiate response
Gmail IMAP Sync - Email Reports
Hi, I've been combing the documentation trying to get an answer to this, however I can't find anything concrete. Our CRM users have connected their Gmail accounts to the CRM through IMAP via the Mail Addon. It's syncing correctly, with the emails being linked to the contacts etc. So that's working fine. What we're trying to do now is start reporting on the emails that are being sent to our clients, in order to track the activity of our Sales Team for their KPIs. The issue is, none of the email reports
Failing Function
I have a custom function that was working just fine until this week. The workflow is set to create a task for a user whenever they receive an email from a contact: Workflow Runs a Function: user = zoho.crm.searchRecords("Contacts",emailAdd); taskInfo = Map(); taskInfo.put("Subject","Email Received From " + contactName); taskInfo.put("Owner",ownerID); taskInfo.put("$se_module","Accounts"); taskInfo.put("Due_Date",zoho.currentdate); taskInfo.put("Status","Not Started"); taskInfo.put("Send_Notification_Email",false);
Sending Mass emails, cannot find fields/buttons
I am new to Zoho and I have just upgraded to the paid Standard version. I have read the article on: https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/mass-emails#Send_and_Schedule_Mass_Emails Most what is in the above tutorial is not available to me. I can't find certain fields. "1. Select any module" "2. Choose Records from the list of records > click Send email" I really cannot find the "Send Email" button. Later on you are mentioning the "More" icon. Where is it? I can't
Storage Space - Word of the day #110
Storage Space is the total space occupied by the records in the standard and custom module, which is inclusive of the notes that are added to the records. It also includes the space occupied by the data in your recycle bin. Data storage is calculated by taking the size of the records that you store in every module, the notes added to the records, and the data stored in the recycle bin. The edition-wise availability of data storage space in Zoho CRM: Edition Base Storage for an Org (approximate values)
Update of Formula Field
We have added some new formulas to a module and tried doing a mass update to get the formulas to run on all 8000 records and it won't work. Currently the only is as follows: Open record in edit mode Save record With the volume we have to go through it seems crazy not to have another solution...
Sending Email Alert When New Lead Created Through Web Form
I've created my website using Zoho sites and included a CRM form on the site that automatically creates a lead when someone submits the form. But, I not able to get the workflow to automatically send out an email alert to the lead owner when the new lead is created. I followed the instructions at https://www.zoho.com/crm/help/automation/workflow-rules.html, but to no avail. Can anyone provide any assistance? Thanks
Pop-up on Edit of Contact Record: "Permission Denied: Incorrect value for Record Image field"
Hi, receiving this Pop-up error when editing a contact record. The image record has a photo in it.
Notes from Lead conversion
By default notes entered onto a lead carry over to contact once convert is clicked. Is there a way to make the notes go over to the associated account page instead? Sorry if this has already been answered, I read a post saying that lead conversion isn't customisable currently. If this is the case, please inform me if/ when this will be implemented
CRM Convert a Unix Timestamp to DateTime
Hello, I am new to deluge and I am looking for some help please! I have API integration in place from my website, one of the fields I have is a unix timestamp - which I can pass as a string, but in order to make it readable and of use I need to convert it to DateTime. It looks like i'll need a script to achieve this, but I have no idea where to start. I assume I need to fetch the value from the field that has the Unix Timestamp, convert then write back to another DateTime field? Any help starting
Blueprint and/vs. Workflow
Hello, I am on a very beginning step with using zoho and I would like to ask you, how to decide if I should use workflow or blueprints for particular things... Is there a "rule" ? thanks!
About Product Details
When do you plan to have customization of Product Details available? I really need to be able to either remove it or customize it. We are a service business and cannot use this software until the Product Details can have a Description, Quantity, Unit Price, and Sub-Total. Those are the only needed columns and the creation of this type of section should not be too difficult. My idea for ZOHO is to create either two or three different Product Details sections that a company administrator can choose
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