ZOHO CRM Field Validation Issue
HI, We've very basic requirements like 1) Once stage reached to Closed Won or Loss, which is logically and end of opportunity life cycle, Salesman should not be able to edit. 2) Forecast category should be linked to stage. User should not allow to select Forecast category seperately 3) Closed Date validation, its should be either current date or future date, when user is Close opportunity. Just that, we are new to Zoho and migrating from Salesforce. Just these basic valediction are not working.
How to find out which product was bought the most ?
I want to create a list of top products.
How to check which product is most often priced ?
I want to create a list of the most priced products.
Comparator - Word of the day #102
Compare a variety of metrics across multiple modules, such as users, teams, roles, and territories. Create a comparison table, weigh in on a range of parameters, and track how your metrics fare against each other. Zoho CRM provides you three types of comparator visual styles to suit your preference: Elegant, Sport, and Classic. You may also add an extra dimension to your comparator charts by comparing the current numbers with your past records. For example, let's say that one of the KPIs you use
How do I seamlessly sync two fields between Contacts, Deals and Customer Cases?
hey all, say I have a custom field (the same one) on all three places - contacts, deals and customer cases. how do I make it so that if I change the information in the field in say the Deal... this will change the same field on the Contact attached to that deal and the Customer Case attached to the deal? thank you.
Contact Roles in Deals
Hi Team - so this is the first time we have implemented Contact Roles so we can add another contact in our Deals module. There usually are 2 contacts in our deals - purchaser and accounting. From what I can see, and sorry for the blunt word, contact roles are basically worthless when it comes to workflows. Only the main contact can be included in email workflows. When you send email from the Deals module, only the main contact email is included. I am guessing you can do custom functions to send emails
Can we create User activity report?
Hi everyone, I purchased Standard edition of Zoho for my 3 users. I want to know, is all of my users are using Zoho on a regular basis. is it possible in Zoho to find out how many times a user uses the Zoho in a day, number of hours etc?
Linking the field properties in two different modules
Hi there, I have two different custom pick-list fields, one in the Leads module and one in the Products module. I would like the custom picklist options to mirror each other automatically, such that if I edit one as an admin, the other is automatically updated. Is it possible to do this? Thanks!
Owner update
I want to update my sales owner I have one lookup field in Sales module.İt name is Sales specialist.I want the sales owner to be a sales specialist every time I create a sale. How can I do with function
KPI - Word of the day #101
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. For example, a sales manager wants to monitor the top 10 sales reps in terms of average annual revenue each of them have achieved. He can easily accomplish this by creating a ranking style KPI by defining the average
Is there a way to find Data Export History from Zoho CRM?
I'm looking at how to find out who has exported data from the CRM and cannot find this in the audit log. Is it because only admins can export? Thank you
Duplicate entries when running a report
When a run a customised report, i get every single entry coming up twice. So i have run a report to show all customers in NSW, and every single customer comes up twice in the report. There is only one entry in the accounts list per customer, so not sure why they are coming up twice
Email Sync in Vendor Module
In the Potentials Module there is an email sync. Is there a similar email sync that can be made available in the Vendor Module to capture all vendor related communications which are not linked to a potential?
Cannot click the Time when I schedule an email
Hey Team, I am not sure if I am the only one facing problem but I cannot click on the time when I schedule an email for another day in CRM. I have cleared cache and cookies and tried it in Mac and Windows. The time cannot be clicked and I cannot choose a time. This issue started just today.
Delete all contacts at once (10,000)
I inadvertantly added contacts the wrong way, 10,000 of them. Now I can only delete 100 contacts at a time. How can I get back to zero and start again?
How to check how many leads have become customers ? In percents.
I would like to check the conversion of a lead into clients.
Export Data - Newest 3,000 Records (instead of oldest)
I am trying to export data, but there is a 3,000 record limit for each module. There is no option of what records to pull and it defaults to the oldest 3,000 records, which go so far back that it cuts off before getting to current data. Is there a way to make the export feature pull the 3,000 newest records by module? Request Data Backup for complete data does not help because there is a limit to the number of times you can pull this information.
Associate products in Sales Order to the Account
Is there any way to automatically add products listed on a Sales Order to the Account record?
Automated e-mails - invoices paid
How to automate the process of emailing an email that will inform you about the product status change to payment (invoices paid).
Phone reminder
How to set a reminder to call the customer from the seller ?
Deal Stages & Forecasts
Looking for advice/best practice: I have 'Lost' as a stage in Deals. Right now, Lost's 'Forecast Category' is 'Omitted.' Should it be changed to 'Closed.'? Also, I have a category for imported Deals (were events in old system) that I feel is making my reporting all wonky because it's still in the 'Open' Forecast Type. I'd like Deals in this stage to remain but just be outside my regular reporting. Is there a way to do that? They're not necessarily Closed Won OR Lost.
emails disapearing from outlook when added to zoho
I am using Outlook with the zoho outlook plug in. Up until afew hours ago, when I added an email to a contact in Zoho using the plug in the email was added in as it shoud be and the orginal remained in my Outlook inbox. The Outlook copy of the email then has a blue tag added. All good. Now, when I add an email into Zoho from Outlook uinsg the plug in the email dispaears completly from Outlook, it is not even in the delted items folder. Why has this starting happening and how can I stop it please?
How do you search a Linking Module?
I have a custom module (CustomModule6) that has a multi-select field related to Vendors. There is a linking module (LinkingModule2). For a particular record in the custom module, how to I get the IDs for the selected Vendors? (using a custom function where the input is CustomModule6 ID) I've spent a few hours at this already trying all sorts of things without success, so a nudge in the right direction would be appreciated.
My Zoho Story #06 Suzy McGrath - Importance of reinventing the business model
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. Suzy McGrath is the co-founder of Better Living Australia manufactures adjustable beds and distributes across the country. Listen to her story on how reinventing the business model made their business successful.
Kaizen #44 - Handling Attachments API in Java and Java SDK (Part 1/2)
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss about the attachments API in Java and Java SDK. 1. Introduction to Attachments API Attachments in Zoho CRM are an important aspect of any record as they
Sub-concurrency for Complex APIs
Hello everyone! We all know API calls are metered through credits. Concurrency and sub-concurrency limits are applied based on the CRM edition and the type of request, respectively. Earlier, we applied sub-concurrency to only a few APIs individually, as mentioned in an older post. However, to maintain optimal performance, avoid slowness, and maintain resource availability, we have now grouped the below as complex APIs, and set the sub-concurrency limit to 10 for this group. This sub-concurrency limit
Anomaly Detector - Word of the day #100
An anomaly detection offers meaningful insights about the business's trends which can play a critical role in influencing key decisions. Decision makers can change existing processes or assimilate better ideas and plans by observing what brings positive changes to their overall business health. For example, a sudden dip in purchases, lead conversions, or an increase in students dropping out of courses can indicate a negative deviation from the regular pattern; whereas, a surge in the purchase frequency
Mass Emails - Sent Email Statistics vs Actual Opens/Clicks
Sent a mass email out. Had different field updates take place on open and on click. Checked the stats within Mass Emails and compared with the number of opens and clicks based on the relevant field update. The Sent Email Stats significantly under reported the numbers. Why is this?
how to send lead to junk lead
Some leads are not useful .How can we create a foder and send leads into them
POPULATE SINGLE LINE FIELD FROM LOOKUP FIELD
Dear, how are you? I'm trying to auto populate SINGLE LINE FIELD in customModule1 with the data from LOOKUP FIELD in customModule2. Is that possible? PVU
Migration of Zoho CRM APIs and Functions to v2.0 - Updated!
Hello everyone, A year back, we released the CRM API Version 2.0 that provides a lot more than what we have in API v1.0. Along with that, we also announced the deprecation of API v1.0 and its sunset on December 31, 2019. Here is the link to the previous announcement. We would like to remind you to migrate to the latest version of CRM APIs as soon as possible, as the older version will not be available next year onwards. If your code still uses the version 1.0 of the APIs they will stop working from
Google signin's track in Zoho
Hello, In our website, the user will sign in using google API's and we want to record each user in Zoho CRM. will It be possible to directly record the user name and email as soon as they sign in into the website. [We were new to Zoho and want to use this CRM to store all leads] if this can be done we are happy. in case this not possible then if there are any alternatives, please share. that will be a great help.
How to change skin color in new version of Zoho CRM?
How to change skin color in new version of Zoho CRM?
CRM Webform Email Validation
Hello! I've been trying to use CRM Webforms to collect data about future leads on a landing page. However, I have stumbled upon a very big problem. The form does not actually validate that the e-mail that was filled in has a valid structure. I checked out the code for embedding the form into another website and found a possible typo in the validateEmail function and will post my solution here (though I'd rather it be fixed so I can embed the form into a Zoho Sites website without tinkering with the
Predictive Sales - Word of the day #99
When there are too many deals in the sales pipeline, it's hard for salespeople to chase the right leads. With Zia, that's no longer a problem. She can predict the win probability of every ongoing deal and assign a dynamic score based on how close they are to conversion. Zia can also detect oncoming anomalies in your sales trends, giving you enough time to avert a drop in revenue or prepare for a surge in incoming leads. Make smarter sales pitch - Zia can help you by finding the product that a lead
Building Function for automatic data in field
Hi!! I`m trying to build a function to automatically bring the value of a package when it is selected in the deal module I really don`t know where to star. thanks
Setting Formula Fields to Null
I have two formula fields that need to be set to null in certain circumstances. One of those is a Formula (Date) field, and I note that I can set it to null using Newdate(0,0,0,00,00,'AM'). However the other is a Formula (Decimal) field, and I have not seen a way to set this to null. Can anyone tell me how to do this? Thanks, Angie
Delete Email History
Is there a way to delete the email history from my leads and contacts, without having to delete the actual contact?
Automatically schedule call when an email from Deals module is opened
Hey Team, I might have missed this but is there a way to automatically schedule a call when an email from the Deals module is opened. I know we can schedule calls on mass mails. On the email workflow, there is no Deals module, only Leads and Contacts and you can only create a task not schedule a call. Do I need to write a custom function for this? If I choose Contact in the Email workflow, will the call be associated with the Deal or just the Contact? Or should I also put the deal name in the custom
How to fetch data from ZOHO CRM using C#
Hi Everyone, I am new in ZOHO CRM Development. Actually, i wanted to retrieve data from Account entity through C#. So i have developed windows application, now i need to connect ZOHO CRM and retrieve the Account entity data. Please let me know, what are the steps involved to Authenticate CRM through C# and retrieving Account Entity Data. If you have any sample code, please share. I am totally new in ZOHO CRM development. Thanks in Advance. John
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