Mapping multiple values in a subform - each a different row.
Hi there, Along with zoho community forums help, I have created a workflow with a function that maps desired fields from my ‘Property enquiries’ module to my ‘Leads (buy / rent layout)’ module. The code is as follows: //Code starts propenrec = zoho.crm.getRecordById("Property_Enquiries",id); emailrec1 = propenrec.get("Email"); propid = propenrec.get("PropID"); searchleadsrec = zoho.crm.searchRecords("Leads","(Email:equals:" + emailrec1 + ") and (Layout.id:equals:xxxxxxxxxxxxx)"); info searchleadsrec.size();
Process Management - Word of the day #84
Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success. From lead creation to deal closure and everything in between, Zoho CRM can capture your organization's sales process and make sure everyone in your team follows the right process, even when you're not looking. Zoho CRM offers some easy-to-use features that can help build flowcharts and create logical steps for the process to make it repeatable, productive,
Ring Central Meetings
Hi All We've just added Ring Central to our CRM and I was hoping to add "Ring Central Meetings" to it, similar to Zoom or Cisco Please see link https://help.zoho.com/portal/en/kb/articles/online-meeting#Schedule_an_Online_Meeting Is this something we can do, if so how can I achieve this Thanks
How do I get Zoho CRM to create a lead automatically when sending an email to somebody (who is not yet in Zoho CRM) from an IMAP-integrated Gmail account?
Hi there, I have integrated my Gmail account with Zoho CRM using IMAP. When I send emails from my Gmail account to people who are already Leads or Contacts in Zoho CRM, these emails are correctly attached to the Leads or Contacts. However, when I send an email from my Gmail account to somebody who is not already in Zoho CRM, no new Lead is created for that person. Is there an option somewhere in Zoho CRM that would, if enabled, would create a Lead automatically in this case? Thanks in advance for
Disable Calendar notification
Can you please give us the option to DISABLE calendar notifications for events from Google Calendar? Every event I create in my synced Google calendar is popping up as a notification :(
Zoho CRM-Zoho Finance Integration is associating multiple Sales Orders and Invoices
Hey Team, Issue just started today. I have Zoho Finance and Zoho CRM integrated. Today, the integration seems out of whack. All my deals, open deals and closed deals, have wrong Zoho Finance associations. In the Zoho Finance related list, it lists many Sales Orders and Invoices that should not be there. Each deal should only have 1 Invoice associated. See screenshot and see the other screenshot on what is on Zoho Books, In the attachment, IN8689 is the deal name in CRM and should be associated to
Recycle Bin - Word of the day #83
All the records and files that are deleted from the Zoho CRM account will be stored in the recycle bin. You can restore the records from the recycle bin within 60 days, after which they will be permanently deleted from your CRM account. You can also manually delete the records from the recycle bin before the default deletion period. Here's a knowledge-base article on working with recycle bin. Check this video from Aspen Technology Group. Previous 'Word of the Day': Export Next 'Word of the Day':
Assign people to an Account based on the territory and how to get peoples email from a lookup vallue
So I need to assign an inside sales owner to an account based on the territory so this is what I have: account = zoho.crm.getRecordById("Accounts",account_ID); accountTerritory = ifnull(account.get("territory"),""); if(accountTerritory != "") { if(accountTerritory == "Benelux") { info zoho.crm.updateRecord("Accounts",account_ID,{"Inside_Sales_Owner":"USERINFORMATION"}); } else if(accountTerritory == "Europe") { info zoho.crm.updateRecord("Accounts",account_ID,{"Inside_Sales_Owner":"USERINFORMATION"});
Show contact ID while editing contact form
How can I display the contact ID when editing the contact info form? THe only way I currentlyl know is the export the data to Excel. I would like to use the ContactID while editing in Zoho
Zoho CRM Slack integration missing Message topic
Hello Zoho, We are using Slack integration and it seems to be missing one important point - main message text. Without the message text Slack does display preview properly. Slack notifications w/o text look like this: Our current message in Zoho CRM looks like this As you can see there is only Message field and there is no Text field. Please check here https://api.slack.com/docs/messages/builder?msg=%7B%22text%22%3A%22I%20am%20a%20test%20message%22%2C%22attachments%22%3A%5B%7B%22text%22%3A%22And%20here%E2%80%99s%20an%20attachment!%22%7D%5D%7D
Deal Import Not Populating Correct Deal Owner
I am importing 20-30 deals from several Deal Owners. All Deal Owners are active. Using the 'Sample_Deal' spreadsheet provided by Zoho, I have populated the fields to be imported, including the 'Deal Owner' and the 'Deal Owner ID'. When going through the mapping steps, I see that the 'Sample Data From File' section shows the 'Deal Owner' and 'Deal Owner ID' are mapped and showing the correct owners. After successful import, the 'Deal Owner' name and the 'Deal Owner ID' revert to my name and ID. Any
Blueprint - Error While Saving Transition
It looks like a CRM update has just been done. My blueprint has been working fine all day, but is suddenly coming up with an error message - Error While Saving Transition - every time a button is clicked even though no changes have been made to it. If the screen is refreshed after button click, the transition has taken place... but not sure why the error is popping up. Any ideas?
Is CRM supported Translation and Multi-language ?
I saw below article about Translation and Multi-language for Creator. https://www.zoho.com/creator/help/application/translation.html#translate Is CRM supported Translation and Multi-language now? I desire translation field and configurations for CRM. Or are there any roadmap?
How to handle division spun out to new entity?
One of my customers spun out a division into a new, totally separate company. I don't want to lose the history between the new and old customer. The people are the same, but the emails are different. I figure I can setup a new company and just go back-and-forth between them for history. However, is there a way to have everything show up under one customer account so I can see everything in one place? If I change the customer name, I lost what was under the old versus the new. Anyway, any thoughts
page breaks and printing
Hi. We use the product details section and have some products or items that are customized and may involve really long descriptions. However, it is frustrating to see Zoho does not know when a page break is needed. It will mean some lines at the bottom of the page will not get printed and some lines will spill over the next page on the heading lines. I have to manually add blank lines on a trial and error basis until all the lines come out clearly. This happens for quotes and jobs. The print
Export - Word of the day #82
The Export Data feature in Zoho CRM allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). You can export a maximum of 3000 records from a module. Here's a knowledge-base article on how to export data from Zoho CRM. Check this video on data exporting. Previous 'Word of the Day': Import Next 'Word of the Day': Recycle Bin
Zoho CRM sports an all new logo and Checklists in Blueprint is now supported in Zoho CRM iOS app
Hello everyone! We have officially changed our Zoho CRM app's logo! Our new minimalistic icon signifies the infinite possibilities via CRM and the building of everlasting customer relationships. I have attached a screenshot of the new logo for your reference: You can update the app to the latest version (v3.5.23) from the App Store directly or using the link given below, for the new logo to get displayed in the mobile app: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810
Copying a Single Line field into a Look up field
Hi I am trying to copy a single line field into a Look Up filed in the following context Module I'm adding the function to is Api Name is Attendance_Module Single Line Field Api = Name Look up Field Api = Student_Name I currently have and it is coming up with : Failed to save the function Variable 'Name' is not defined Line Number: 1 searchrecords = zoho.crm.searchRecords("Attendance_Module","(Name:equals:"+ Name +")"); if(searchrecords.size() > 0) { Attendance_Module = searchrecords.get(0).get("Name");
Is it possible to Get and Set the values in Subforms?
Is it possible to Get and Set the values in Subforms? If so, how?
How Accessing Books Items from Deals Module
Hello, In Books, we have set all our products and grouped them too. We have basically 2 set of products. It works fine. However our sales agents are using the CRM to create Deals. We have currently 2 layouts, one for each kind of product we sell. For each layout, a product field is set as multi select field, containing only the product for that layout. As such, when a new product is available, I manually add a new entry in one of the 2 fields. How could I automate this? Books is the main product
Last order placed
Hello again, I tried to do this based on provided code below, but didn't get what I wanted. Basically failed miserably https://www.zoho.com/developer/help/scripting/update-records.html I tried to build a code to get date of a field called Paid Deal from Deals, and put it into a field called Last Order Placed in Accounts. Both fields are date fields, so that should work right? I guess there is a function to get and put records, but I just failed at building it. I wanted to add a workflow to it and
Zoho CRM - Invoices module - Quantity in product table is blank
I am having trouble with my Zoho CRM inventory template. This is the first time I've experienced this problem. I deleted two inventory templates the other day and since then the quantity fields are always blank. I've tried everything. Replacing the product table. Deleting all templates and starting over. Nothing works. All exported invoices have blanks in the quantity column. This is a feature of Zoho CRM that I use quite regularly, so it is quite urgent that I resolve this as soon as possible.
Import - Word of the day #81
Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities in any business. For that reason, importing should be easy and should help you maintain clean data without duplicates. If the import file is in .XLS, .XLSX or .VCF format, you can import a maximum of 5000 records/batch for all CRM editions. However, to
Recent updates in: Zia Image Validation, Business card view, Cliq notifications, and Dashboards
Hello everyone, In our recent updates we rolled-out the following: Permission to configure image validation rule and review images Two new profile permissions are added for Zia's Image Validation: Manage Configuration and Manage Actions. These can be enabled only for users with Administrator profiles. Read more Manage configuration: Users with this permission can only create, edit, view, enable, disable or delete a rule. They cannot review the images. Manage action: Users with this permission can
Buttons
Hello! I would like to add a button that would appear when creating a new account and redirect to creating a new account with specific layout and autofill couple of informations. Example below. An example: > I have a company X and I create an account for them. > Company X has multiple shops in different locations. > I click a button that says "Add locations" > It redirects me to creating a new account from different layout (simpler) > It has only few fields to fill in - Company Name, Parent Company(custom
Contact Reports / Meeting Notes - Multiple Contacts
Hello, Does anyone know if there is a way to associate or attach meeting notes to multiple contacts without going into each individual contact and then attaching the notes there? I have tried to do this using both Attachments and also Contact Reports. However, there is no way to select the item and then add more contacts. Any potential solutions would be appreciated. Thanks!
Can I use the existing Email templates in CRM for Email campaign?
I see this question has been answered in a previous post: "You can directly copy the HTML source from CRM and paste it in the Zoho Campaigns HTML editor. To copy the HTML, click on Insert html option which is located above the HTMl editor." The problem is that I can't find the 'insert html' option located above the HTML editor. I have created a basic template in CRM, and would like to copy it over to my Campaigns. Can you detail the exact steps of how to do this? Thanks!
My Zoho Story #05 Tiffany Stillwell - Adapting a cloud solution for business growth
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. Tiffany Stillwell is the Vice President of Marketing at Patten Title Company. Listen to her story on how going cloud empowered their business.
Get a Last Touched date between Modified Time Activity Time and Email Date
I'm trying to get a field that will show me the last time a lead was touched. This is defined as the date that something was recorded against the contact and should essentially be the last date between the following fields Lead - "Modified Time", Open Activity - "Modified Time" Closed Activity - "Modified Time" Email - "Date" This field would very easily let me see if from a high level if leads have been followed up on in a timely manner. I have seen the various work-arounds suggested for manually
Enhancement in Portals: Access to Subforms and Editing record added by other users
Hello everyone, We have made the following enhancements in the portals feature: Editing records added by other CRM users: The portal users will now be allowed to edit records, added by other CRM users, which are associated with them if they have the Edit (shared) permission. For example, if an account or a deal is associated with the portal user by any CRM user, then the portal user will be able to edit those records. Access to subforms: The portal users will be able to create, edit, or delete values
Kaizen #40 - System-defined fields and their default values in Leads #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 Leads module in Zoho CRM. We will cover the following in this post: System-defined non-mandatory fields and their default values System-defined mandatory fields What are the system-defined fields in a module? The fields that are available by default in a module, are system-defined fields. You can choose to set values to these fields, or the system
Zia as a separate category in the setup page
Hello everyone, Zia will be moved as a separate category under the CRM setup page owing to its increased prominence and number of features. The features will be categorized under the following groups: Data enrichment Prediction - Zia prediction builder Recommendation - Zia recommendation (Recommendation builder) Workflow Suggestions, Macros, and Record Owner Suggestions in Assignment rule (System Recommendation). Communication - Zia for emails, Reminders, Best time to contact, Email sentiment analysis
Searching for a value entry in one of my Lead layouts
Hi there, Below i have attached some small screenshots of a code i created where I initiate a search of a record by ID in my "Property_Enquiries" module and also in my "Leads" module. In both of these records I search for a particular field - which is the email field. I verified that these two email entries match by executing a simple conditional function. However, I would like to take this to the next stage and I would really appreciate some assistance as i am a quite a beginner in deluge. What
IMAP - Word of the day #80
IMAP (Internet Message Access Protocol) is an email retrieval and storage protocol, which syncs with the servers and maintains the status of messages across multiple email clients. Zoho Mail can be accessed via IMAP on any standard IMAP client using the configuration details provided in this guide. Log in to your webmail and Enable IMAP Access for your account before you configure IMAP in the email client. (You might require an Application-specific Password to set up the account for other devices
POP - Word of the day #79
POP or Post Office Protocol enables you to access the emails in any email client of your choice. POP performs one-way email retrieval and there is no sync between the email clients and server. That means, emails are downloaded in the client and deleted from the server unless "Keep a copy on server" option is provided. Zoho Mail can be configured in any standard POP email client providing the POP and SMTP server settings. Here's a knowledge-base article on setting up POP account. Previous 'Word of
Connect Website Form Leads to Zoho CRM
My website has pop-ups & form already created, I want to record the leads which fill these forms directly into Zoho CRM software. Please let me know how this can be done.
Purchase Orders Shipped in Multiple Shipments
Has anyone found a clean way to send shipment notifications to customers when an order is shipped in multiple orders?
"related lists" emails for sales orders
Hi, when I go to a contact on the CRM it shows me all the emails from the contact, under the "related list" When I go to sales orders, under the "related list" for email, its empty, even tho that sales order is associated with a contact, that under the contacts page has 10+ emails. How can I show those emails in the sales order so I don't have to click through to the contact? Thanks
Random "Status" field can't be deleted
We've just set up CRM and we completed a data import from Hubspot. In cleaning up the relevant contact fields, I came across a "Status" field (Single Line). This doesn't seem to be a default field (not in the list on the knowledgebase) but it also isn't a custom field (description text is in solid black), and when I hover over "Remove field" the popup says: "fields created through plugin will not get deleted". I'm not sure which plugin this relates to. I can't seem to hide / delete it, but I don't
Insert Accented characters shown as �
Hi, I'm calling a REST API function to insert record from Php. the accented characters like é è à ê are inserted like this � how to solve this ? Thanks
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