Sharing rules by related module
Hello! I need to create sharing rules for different teams based on a related module of the record. The scenario is like this: There are two main kind of services that our company offers, and there's a Sales team assign to each service. So there are two teams, each one has a manager and some salespersons. Also, I have a custom module that lists the services and the other modules are related to it, through a lookup field. The records from leads, contacts, deals, products and quotes related to a specific
Ask the Experts - Q&A discussion on building customer experience and foundation in CRM 2020
Last month, Zoho CRM delivered a mammoth release of 16 brand-new features. These span across developing customer insight, experience, intelligence and foundation in Zoho CRM. To help our users implement and understand the functionality of these new features, we've scheduled live Q&A sessions on this forum. The first session will be held on 9th July, between 9:00 AM and 2:00 PM EDT | 2:00 PM and 7:00 PM BST and cover features falling under categories of Experience and Foundation in Zoho CRM. Our
Buttons for live-manipulation within edit mode
I'd like to create a button which is similar to the existing "copy address". I'd like to have a button that is pushing moving the value of field1 into field2 and put something new into field1. So far I just know the buttons at the top of the edit page, but those cause two issues: 1. It doesn't handle information that just has been entered (unstored) 2. changes through those buttons seem not to be visible until I reload the page. Is there any solution to this?
Using the MS Exchange Sync module - basic authentication required?
Referring to this closed topic: https://help.zoho.com/portal/en/community/topic/replace-imap-with-mapi I am investigating the use of the MS Exchange Sync module to replace access via IMAP. According to the instructions in https://help.zoho.com/portal/en/kb/crm/extensions/team-collaboration/articles/microsoft-exchange-administrator-guide#Prerequisites, one of the prerequisites is to have Basic Authentication enabled. So do i understand correctly that this means a service account or user credentials
Email Parser - Word of the day #88
Simplify the process of lead generation by fetching lead data directly from incoming sales enquiry emails. An Email Parser is designed to automate the process of adding records to Zoho CRM by extracting information from incoming emails. The leads' details can be extracted by the email parser and added directly to your CRM records. Here's a knowledge-base article on how Email Parser works. Check this video from 'SaaS on a Shoestring' on Email Parsers. Previous 'Word of the Day': Escalation Rules Next
Feature Request: Flexible Best Time To Call Options
The 'Best Time To Call' option is too limited as it only allows you to set a single point in time, however, you will contact that person outside of pre-arranged calls, so the ability to add other options would be very helpful. For example one of my best contacts only works Wednesdays 10-4 and Fridays 8-5, those are the best (and only) times to contact her. Perhaps that box could be split, so the first is 'Next call' which shows the date of the next activity/call/meeting, and the second is 'Best time
New Deal made through custom button/deluge not triggering workflow rule
There is a workflow rule in our CRM that is supposed to send out an email notification to select people once a new deal is made matching a certain criteria. We have a custom button that creates a deal that has this criteria but when the deal is created using this button the workflow doesn't trigger and an email isn't sent. Does anyone know what is causing this issue/any possible fixes to it? Thanks
Emails on contacts pulling through to accounts
Hi I have sent multiple emails to two different contacts that are associated with the same account, however the emails sent are not pulling through to the account page under the "emails" section. I have refreshed countless times but nothing has changed. How do I ensure the emails sent to contacts associated to the account pull through to the accounts page? Thanks Ashleigh
Can the default date format be set to dd/mmmm/yyyy?
I would like for all of the date fields in all modules to have a date format as dd/MMMM/yyyy (01/January/2020). How could this be accomplished? I don't have a function fields available to use for the module so I would like to get it done somehow with Deluge and Workflow. Any help would be appreciated. Also keep in mind that in a few months from now Zoho is planning to update the system with these features to change the date format and still I would like to get it done sooner if possible. Thank you!
API Token
Hi, Our web developer has asked if I can set up API access into Zoho CRM, so he can run GET requests against the contacts. I've found the help document here: https://www.zoho.com/crm/developer/docs/api/get-records.html Which gives me the API Get URL and the header, but I can't figure out how to create the API Authentication token. I've gone to https://api-console.zoho.com.au/ and logged in with a CRM account. I've set up (I believe) the API for access. My API Authentication configuration: - Server-based
Replace IMAP with MAPI
We would like to request that IMAP be replaced with MAPI. Due to security issues we have eliminated the use of IMAP for all users except those on CRM. Requiring those users to have IMAP subjects us to hacking attempts which we cannot block right at the authentication policy in Office 365. Granted we can protect accounts in other ways including MFA and conditional access policies, but having IMAP off means we can stop the attacks right at the authentication policy thereby not making it flow through
Escalation Rules - Word of the day #87
If cases aren't being solved quickly, Zoho CRM automatically escalates the overdue cases to the relevant manager or sales rep. You can configure a simple set of rules based on various criteria like priority, case name, or the time at which it was created to govern these actions and manage cases more efficiently. Here's a knowledge-base article on how to set escalation rules. Check this video from TheMarksGroup. Previous 'Word of the Day': Review Process Next 'Word of the Day': Email Parser
Commission Rate
Hi there, We have Zoho One with CRM and Invoice linked together. I see under Products we can put a "Commission Rate" against a product. This is exactly what we need to do and then pay our Sales Rep's such commission. How does this part of the system work? How do we use do such?
Feeds not working for certain users
Hi, we are a small organisation with just 2 users, I get a feed of everything my colleague changes, ( i don't think i manually set this up). My colleague however does not get a feed of everything i do on zoho and he has the same user permissions as i do. When you go into his feeds each time it shows "write your first feed" even though we have already sent items from his feed. can you explain how i switch this functionality on for him so he can see my zoho activity in his feeds?
First Call Analytics
Hello good Morning. I have the following doubt, how can I make a query in zoho anayltics to get the first call made to my leads, or is it necessary to know the record of the first call of each lead in my zoho CRM.
Facebook profile name missing (broken link) in Mentions of Social tab
Some of the the Facebook profile names are missing (broken link) in Mentions column of Monitor page of Social tab in Zoho CRM. Please note that it shows the profile names without any trouble when the mention is on a Facebook Page. But it fails to show the link when a FB user mentions us. Is it so that it can only trace back the FB Page mentions only?
Search Facebook profiles from CRM module not working since long days. Any explanation?
I may have read something like Facebook banned Zoho CRM to access or search Facebook profiles from Zoho CRM. What's the latest update on that? We are a multinational company but our major business area is in Bangladesh. Most of the people here has Facebook profile. But it's too difficult for us to manually search and integrate their Facebook profile in Zoho CRM module. Currently it's only working with Twitter but not Facebook. Google+ is dead. So in this situation, if Zoho can't be able to re-instate
How to create a project from potential without assigning an account
Hello. I set up the integration between Zoho Projects and CRM, and now I'm trying to create projects from the potential, but it asks to assign an account. Is there a way to create a project from the CRM without assigning an account? If there's no way to to skip this step, how can I automatically assign an account to the potential? I'm planing to create an account that will be used for every potential that requires an account.
Lead assignment by day of week
Is there a way to auto assign leads to reps based on day of week? Rep 1 gets leads created on Monday and Wednesday Rep 2 gets leads created on Tuesday and Thursday Rep 3 gets leads created on Friday and Saturday I was looking at the assignment rules but I cannot figure out a way to program this in... Thanks in advance for any help I get!
Can you mass email a campaign member list?
Is it possible to email the list of members attached to a particular campaign? thanks
how can i cancle the security code in calendar booking (in the zoho crm)?
HI! i cant find a way to canle the security code in calendar booking, anyone?
How to add a Zoho Form entry as a Related List in a Zoho CRM Contact
Hello! Is there any way to add a Form entry as a related list to a contact in a custom layout? Im using Zoho Forms to create a really complex form for an application. Most of the information there, under some layers of logic, will be used only once thus most of the information on the Form will not be needed in the CRM. However, we do need to have something relating the Form submitted and the Contact that did so, for future reference or for that single use. It can be a link to the Zoho Form submission.
Review Process - Word of the day #86
The impact of your sales team depends on the quality of information they get from your CRM. Inaccurate or missing information can hurt a sales rep's chances of closing a deal. Zoho CRM helps your organization define a review process where a user or team of your choice can vet incoming information before approving or rejecting it. They can add comments as well as state reasons for rejection to ensure your sales team has access to information of the highest quality. Here's a knowledge-base article
Is there a way to invoke a url to the new record in a function that creates that record?
Here is the code that creates the new record: contactIDstr = contactID.toString(); contactDetails = zoho.crm.getRecordById("Contacts",contactID.toString()); dealinfo = { "Layout":{"name":"Money Mailer Deals Layout", "id":"2384530000050829019"}, "Deal_Name":contactDetails.get("Account_Name").get("name"), "Company_Name":contactDetails.get("Account_Name").get("name"), "Contact_Name":contactID, "Owner":contactDetails.get("Owner"), "Franchisee":contactDetails.get("Original_Company"), "Franchisee_ID":contactDetails.get("Franchisee_ID"),
how to match records of create record with the record id from the response?
I'd like to create several contacts at once and afterwards add some related list items. However, it seems there is not a streight way to match the input data to the id. Whats your suggestion?
Delete user from CRM free version
I need to add a user in my company but he is already active in free version Zoho CRM and I can not delete free user.
Filter Report using a word or phrase in a text filed
I am trying to run a report in Activities (Task) that will allow me to filter the report if a particular word or phrase is found in the description (Text) field. Is this possible? Thanks In Advance
Kaizen #15 - Java SDK for Self Client
Hello everyone! Welcome to yet another post in the Kaizen series. This week, we are going to discuss the Java SDK for a self client . What is a Software Development Kit (SDK)? A software development kit contains all the tools (compiler, debugger, code samples, and so on) that are needed to create applications in one package. SDKs are language-specific and thus used to build client applications in a specific programming language. Java Software Development Kit Java SDK allows you to create
Template that auto populates a Text Field with some particular text
I am looking to see if it is possible to auto populate a Text field with a template or something similar that will allow the user to follow a structure in that text field that we wish to have them follow when entering text. If anyone can suggest something for this it would be appreciated. Thanks
Improving banking process efficiency with Zoho CRM
Banks act as a bridge between borrowers and lenders, thereby facilitating millions of transactions each day and play a key role in the functioning of the economy. Some of the many functions performed by banks include: Acting as a custodian for people's money Helping corporate organizations in disbursing salaries to employees Providing loans for real estate, business, personal, educational and healthcare purposes. Offering credit & debit cards. Insurance schemes for people, assets and organizations.
Approval Process - Word of the day #85
There are several instances in your business where your sales team needs approval from their senior managers—for example, pricing discount requests, contract review requests, capital expense approvals, vacation time approvals, and document approvals. Zoho CRM offers a dedicated approval management system running behind the scenes to standardize approval processes and save time by creating a dependable, repeatable system. Here's a knowledge-base article on creating an Approval Process. Check this
Kaizen #41 - System-defined fields and their default values in the Inventory Modules #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss the system-defined fields and their default values in the inventory modules in Zoho CRM. To know what are system-defined fields in a module, and how to identify system-defined fields, refer to Kaizen #40 System-defined fields and their default values in Leads #API. The inventory modules in Zoho CRM include Quotes, Invoices, Sales Orders, and Purchase Orders. We will cover the following in this post: System-defined
Autopopulate email address based on Contact Name
I am new to ZoHo CRM and am trying to further customize a custom module. The custom module called Sales Visit includes an Account Field (lookup field), a Contact at Account field (lookup field) and a Contact Email field (Email). I would like to make sure that the Contact at Account is limited to those contacts actually in that particular account and autopopulate the email field with the Contact at Account's email address. I've looked into workflow rules and it would seem that functions are needed.
Uploading file to Google Drive from blueprint
Does anyone know a way to add a file to google drive during a transition in a blueprint? We currently do not use the attachment feature in Zoho, we upload everything directly to the google drive folder associated with the record. So is there anyway to upload directly to Google Drive though a blueprint, or is there anyway to make a workflow that triggers when a file is attached to a record, it uploads that file to Google Drive?
zoho web to lead without page refresh
Hello, Has anyone ever used jquery's form plugin with a web-to-lead form from zoho crm? I have been looking for some guidance as to how to allow my webpage to update with a thank you message upon successful completion and submission of the web to lead form without refreshing the page. It seems like the jquery form plugin is a good place to start. Does anyone have any experience with this that could be shared?
Trying to generate access code and refresh token with self client in sanbox
here is my request what am I doing wrong? I can get it to work in production but not in the sandbox method: POST url: "https://sandbox.zohoapis.com/oauth/v2/token?code={code}&grant_type=authorization_code&client_id={client_id}&client_secret={secret}"
Associate task with Lead
Hello, I have to associate task with lead. Can anyone help me to associate the task with lead? I have checked the XMLdata for task. It has ContactId as parameter but could not find the LeadId there. Regards, Saurabh
Events module rename to Meetings has broken CRM to Analytics sync
Finally connected with Support as syncing Zoho CRM with Zoho Analytics has started failing today. Appearently Zoho's renaming of Events to Meetings has broken the sync functionality. In case you're seeing the same sync failures you'll know why. Mission critical for us so hope the patch of this major error comes soon!
Move the menu on the right?
Hallo everybody, in the personalization process, is it possible to move the menu (in every modules) on the right? :) Thanks
Trying to get function that creates new record to be set in a custom layout
Here's the code I have right now: contactIDstr = contactID.toString(); contactDetails = zoho.crm.getRecordById("Contacts",contactID.toString()); dealinfo = { "Layout":{"name": "Money Mailer Deals Layout", "id":"2384530000050829019"}, "Deal_Name":contactDetails.get("Account_Name").get("name"), "Company_Name":contactDetails.get("Account_Name").get("name"), "Contact_Name":contactDetails.get("Contact_Name"), "Owner":contactDetails.get("Owner"), "Franchisee":contactDetails.get("Original_Company"), "Franchisee
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