Group - Word of the day #93
In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a particular group can access the records shared to a particular group and perform the necessary operations on the records. You can also create a group directly from the Feeds tab by clicking on the Create Group icon. For example, specify the Group Name as Product
Getting previous Lead ID for New Contact
When a lead is converted to a new contact is there any way to get the original lead id the contact was created from? I have a webhook that is called when a new contact is created and I am trying to associate the contact with the lead from which it was created.
Facing trouble with CRM Server Side SDK integration with my Firebase App in Node.js
Hi. I’m trying to integrate the CRM Server Side SDK (Node.js). I am facing error at the initialization of the ZCRMRestClient. I’m referring to this URL: https://www.zoho.com/crm/developer/docs/server-side-sdks/node-js.html#Initialization Now, the backend of my application is on Google Firebase so I haven’t implemented the MySQL part of the Token Storage Mechanism. So in this scenario, do I need to write a api.tokenmanagement module in configuration.properties? If yes, can I get a sample code that
Creating deals with Zoho CRM email parser
Hi everyone, As much as I'm into the topic, Zoho email parser appears to create only leads and contacts. In our workflow, we need to automate creation of deals through email parser, because we plan to use deals as purchase records. Is this something the Zoho team is going to look into anytime soon? Or maybe you have ideas on how creation of deals can be automated in Zoho? Thank you.
Subform Not Able to View in Client Portal
How can I display subform information in Client Portal?
creating a campaign
How do I take existing leads and MASS import them into a new campaign?
Wizards - Word of the day #92
A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous data entry, as the partially completed form can be saved as draft and submitted later. Here's a knowledge-base article on how Wizards can be useful for you and how you can create it. Check this video from Lior Izik on working with Wizards. Previous 'Word of the Day': Web
Dialer that works with scheduled calls not lead fields
I schedule and assign calls in Zoho using the calls module. I would assume this is how most people manage calls. The problem I'm having is that all of the dialer integrations I've seen so far don't actually work with the call module. They just allow you to start a dial session that calls through a certain segment of leads or contacts. The problem with this is that if I create a view that shows all leads with an open call activity and dial through that list, the dialer will create and log a new
Editing Contact Name
One of my Contacts got married and changed their name. I want to edit their name. I don't see anyway to do that. I'm hoping I don't have to create an entirely new contact and delete the exiting one. That would cause a ripple effect of problems.
User Email Account integration and reports do not match
I need support. I am running the report titled: "Emails and Activities Report" -- The number of emails being displayed as being sent does not match with the number of emails actually sent by the user according to message trace via Office365. Why do they not match?
Formula issue with Now() and date comparison
Hello evrerybody, My requirements is to calculate automatically the end date of a product's contract. Formula should be something like : IF (start date + duration - prior notice) > now = start date + duration - prior notice (else) = start date + duration + number of year after 'normal end' ----------- wich in ZOHO is (in my case) : If(Adddate(${Produits EN PARC.Date de début du contrat},${Produits EN PARC.Durée (mois)}-${Produits EN PARC.Préavis (mois)},'MONTH')>Now(), Adddate(${Produits EN PARC.Date
Deluge function Time calculation and map with a field
Hi eveyrbody, I wloud like some date fields in my module "PRODUITS_en_parc" to be automatically calculated from other fields in the same module and depending on NOW (or TODAY) I can't do itt via formula and I read that moreover formula would not be automatically updated with Now() function (!!) So for deluge code I tried this but It does not work. Can someone help me? Should be something like this ?? Which arguments have to be mapped? I put Fields name in BOLD. mp = Map(); if(Date_Resil > Today)
Time between Changes of Field
Hi, So we have a CRM field that tracks the current activity owner, in the form of a drop down list. I have been asked if I can create a report that shows the time between the changes of the values in this list so we can see how much Dwell time there is with each owner. I see that the timeline keeps track of these changes, with date, time, etc, (See below), but how can I access these to make a report that shows the dwell time with these owner?
Menu Connections missing and calls to other Zoho Services via custom functions fail with code 14
Greetings, since three days our custom invoice creation functions fail when trying to execute REST calls to Zoho Books. The error message is as follows: {"code":14,"message":"Invalid value passed for authtoken."} I wanted to refresh or redo the integration to Zoho Books but noticed the "Connections" menu missing entirely from Developer Space. I am a bit lost on what to do...
Alcatel PBX for Zoho PhoneBridge?
Any plans to include Alcatel type PBX to the Zoho PhoneBridge list of supported PBX's? If so, when are we to expect it?
Favorite Phone Services?
We used to use Ringcentral, which we liked, but at $50 a person, it became ridiculously expensive. We've switched to dialpad - price is much better, much more modern feeling software, but it lacks a lot of the calling recording features, and sometimes its a bit glitchy, which is really getting on my nerves. Does anyone have a service that they like, zoho crm integration would be a big plus obviously :) we have 2 -3 people in the office, and then several field techs, so need to be able to transfer
A message is displayed stating that you do not have permission to edit.
In each tab of Zoho CRM (Accounts, Deals, SalesOrders, Invoices, etc.), the message as shown below is displayed when you directly edit or save the item without clicking the "Edit" button in the upper right of the screen. However, there is a phenomenon that the edited contents can be saved. Please tell me how to deal with it.
Web Tab - Word of the day #91
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and access them inside Zoho CRM. By default, the web tabs functionality is available only to the users with Administrator privilege. However, you can also activate this functionality for other users. Here's a knowledge-base article on working with Web Tabs. Check
Community Digest - July 2020
Announcements: Zia is now a separate category in the setup page. Take a look. Rolling out new changes in CRM logo and Menu bar. Introducing Zoho Directory integration with Zoho CRM. Enhancement in Portals: Edit records and access subforms added by other portal users. Trimming down the list of Timezones in Zoho CRM. Associate emails with records using Outlook in Zoho CRM. Depreciating the old OAuth tokens for sandbox environment APIs. Zoho Marketplace houses a wide range of extensions to enrich your
Creating views using multi select look up as a filter
Is it possible to create a view using a multiselect look up field as a filter?
SERIOUS ISSUE: Workflows not triggering on the scheduled date time in July
Over the past 3 weeks we have had issues where the workflows are not triggering on the scheduled time/dates. Anyone got any suggestions? Support havent been able to rectify for us as yet.
Custom Function to link separate module fields based on lookups
Hi all, I've got two custom modules that both contain lookups: 1) "Customers" module, with a lookup field 'Unit' referencing "Units" Module 2) "Units" module, with a lookup field 'Current Occupant' that would change automatically based on the function. What i'm trying to accomplish is that whenever a 'Unit' is referenced in the lookup field in the "Customers" module, I want the relevant 'Unit' to then reference that "Customer" in the 'Current Occupant' lookup field. Does anyone have any advice
Using the quotes module system defined ‘product details’ field to sell a product at any price and see the profit made.
Hi All, Firstly, i would like to thank anyone in advanced who attempts to help me with this question. For quite a while now, our business has been trying to find a CRM solution that can accommodate to our sales process, more specifically the part of our sale where a sales agent creates and sends a quote. I realise that the quote module accommodates for this, by allowing you to import your products into the ‘products’ module. Here, you can set a ‘unit price’ which i understand is perfect for a company
Displaying Tax Subtotal on Quote Template
I have spent a lot of time customizing the Quote template to our needs, and overall I'm happy with it, but I'm having a problem with the way it displays tax. We frequently apply tax to some line items, and not others. No problem in Zoho. But when I try and display a tax subtotal, I'm stumped. The ${Quotes.Sub Total} field displays the total of all line items, including tax. What I need is: 1. The total of all the tax applied to the individual line items. 2. The total of all the line items, without
Delete Filters
How to delete contact filters - we don't use any of these: FILTER CONTACTS BY Touched Records Untouched Records Record Action Related Records Action Email Status Activities Notes Deals Deal Amount Deal Stage Deal Owner Deal Closing Date Campaigns
AND logic for Reports using Campaign Name
Hi, I've got a question about an unexpected results when creating a report. I've created a report to find campaigns that contain a particular string in the campaign name. I create two filter criteria using Campaign Name to find two different strings in it. When I use the OR logic in the report it returns, as expected, records that contain both of the desired strings. However, and this is the unexpected part, when I use AND logic on the same filter it returns NO results. This is unexpected because,
Workflow-Stop workflow what field updated
I have 5 SMS messages that I need to send. I want to stop sending additional ones if the "Enquiry Status" is "Contacted" How do I do this in a work flow? Here is what I have for the first one...it goes out when the lead is created. Here is the 2nd one that I have...but it is not working.
Introducing Asana, WhatsApp Business, Servetel and 8 more Zoho CRM extensions
Ease your daily workload by streamlining workflows, automating manual tasks, and making the most of Zoho CRM. Here's a list of new releases for Zoho CRM, July 2020. WhatsApp Business for Zoho CRM Bring your WhatsApp conversations right into Zoho CRM. Send individual custom messages or bulk messages, set workflows to send automated messages, and receive messages, all right in CRM. Learn more Wepster for Zoho CRM Keep in touch with your customers through multiple communication channels including
Kaizen#42 - Parameters in all GET Requests #API
Hello everyone! Welcome back to another post in the Kaizen series! Today, we will discuss all the parameters available in all GET requests. What is a parameter in a request URL? A parameter or param is a name/key-value pair that is included in the request URL and it forms the query string. Consider this example: https://www.myexample.com?id=123 Here, the request URL is https://www.myexample.com, while the parameter is id whose value is 123. You can also have multiple parameters separated by an ampersand
Quote - Product Details - Customizing
I would like to calculate commissions and display this for sales reps during the quoting process. I have created a product cost field in Products I would like to add a field into the Product Details Section of the Quote Tab that that the "price" input
Activities - Word of the day #90
An important aspect in CRM is to keep track of various sales activities such as tasks, meetings (previously called 'Events') or calls. You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc. They can be very useful in initiating and tracking pending action items and in recording the results of meetings or events. In Zoho CRM, the Activities module is where you can create and associate
Require Tasks Closed before proceeding to next deal stage
Zoho Community, We would like to require that all tasks are marked as completed before being allowed to proceed to the next stage of the deal phase. Example: When Deal enters the stage "Property Identified", a task is created for the user to "Confirm collection of documents." Our team would like to require that the "Confirm collection of documents" task is marked as completed before proceeding to the next deal stage after "Property Identified." Is this possible? Thank you! Gabe
Translate Address fields
Hello Now that we are able to translate all fields in CRM, can you confirm that we can safely change the label of ADDRESS fields, even if we are using other Zoho apps that are integrated with the CRM (invoice, ...) ? I guess yes since the API doesn't change but I would like to have a confirmation from Zoho Thanks in advance
Help! Calculating a Aging by Dates if Null
I'm working in Zoho CRM desperately trying to calculate aging between to dates, but - if the completed date is not inputted (indicating it's still open), I'd like to use now. I want to return a whole number. This is what I came up with, but it will not work... Floor(Datecomp(If(${Implementations.SSL Cert Ticket Completed}==isNull(),Now(),${Implementations.SSL Cert Ticket Completed}),${Implementations.SSL Cert Ticket Date})/1440) Help - how can I calculate the aging (time in days) it took to go
Web Form created in Sandbox insert data in production
Hi, I created a web form (Leads) in my sandbox and integrated générated code (incorporer) into my website (test environment), but when I create a new Lead, Lead data are inserted in production environment. Did I forget anything ? Many thaks for your help. Rgds
Importing data
I just want to make sure I have this right before I do it and mess everything up. I have all of my contacts in zoho crm already. I then set up Deals (or factfinds as I have renamed it) for each sale and I included the contacts in there but left everything else more or less blank and export the CSV file. I have now gone through the CSV and completed it. I want to now import that back in which I am fairly sure is just clicking on Import, choosing Zoho crm and then uploading the CSV file. I just
Bug Report: Reminder setting doesn't always open
When creating a new activity and specifying a reminder date, sometimes the date setting window (img 3) doesn't open, but the slider moves across. If you attempt to save at that point you get an error message (img 1). You then have to re-click the reminder slider (img 2) to get into the date settings. It would be a lot easier if the slider simply set the reminder date/time to the same as the activity automatically, with a hyperlink ('set') next to it to open the date settings window if you need to
Multi-page Layout - Word of the day #89
Zoho CRM allows you to run a separate sales process with its fields, records, views, workflows, reports, and dashboards. This way, multiple departments in your organization can use the software without the need for multiple CRM accounts. Check this video from OscilloSoft Pty Ltd. Previous 'Word of the Day': Email Parser Next 'Word of the Day': Activities
OneDrive Links not being accepted in url field
Not sure if anyone else is experiencing this but putting a link to a OneDrive file in a URL field pulls up an error message about it not being a valid link. Any ideas? Thanks Chris
Zoho CRM REST V2 Api returns "AUTHENTICATION_FAILURE" with no details
Hi All, I am trying to log a call in Zoho crm using V2 Rest API's. I am able to exchange the refresh token and get a new access token, fetch the details of the call already saved within zoho crm etc. But whenever I send a POST request to https://www.zohoapis.com/crm/v2/Calls as explained in https://www.zoho.com/crm/help/api/v2/insert-records-examples.html#insert-calls I always get the following error. {"code":"AUTHENTICATION_FAILURE","details":{},"message":"Authentication failed","status":"error"}
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