Custom Function To Create Task
Hi Zoho Community, Below is the Deluge custom function I use to create a new task . Problem is ; I can't set the correct task owner, it keeps defaulting to the admin user name. I need the task to be correctly assign to the Quote_Owner variable.... help. string Untitled_Function12 (string Quote_ID, string Project, string Quote_Owner ) completeDate=zoho.currentdate.addDay(3); mp=map(); mp.put("Task Owner",input.Quote_Owner); mp.put("Created By",zoho.loginuserid); mp.put("Modified By",zoho.loginuserid);
CRM Account Cleanup
I exported my account data and looking to clean-up old or duplicate information. I'm looking to a way to do this quickly and efficiently. Does anyone have any tips or tricks for me to do so?
Multiple Sales Pipeline to meet your business requirements in Zoho CRM mobile app
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. Let's say, you sell different products and you would like to set unique stages for each product, you can use the multiple pipeline
New Logo and Menu Bar Change in CRM
Hello everyone, The CRM logo and the Menu bar (that appears on the top panel in the account) will have a few changes that will be rolled-out soon. What has changed? 1. CRM logo: Earlier the logo was now its changed to . The new logo will also be displayed in all the system generated emails. 2. Tab Groups: Earlier tab groups were listed under the hamburger icon in the menu bar. Now, All Tabs options will be displayed in the menu from where the user can choose the desired tab group. This option will
How to automatically synchronise ZOHO CRM contacts with Zoho Campaigns List management
1. How do I automatically manage lists between ZOHO CRM and ZOHO Campaigns? o How can I synchronise changes in our CRM contacts with Zoho Campaign Lists? § When a customer unsubscribes or changes details from a Campaign email - I need to update the CRM record § When we add a new contact in CRM – we need to add to one or more Campaign lists. Need to be able to manage multiple subscription options eg Newsletter, notices, promotions – separately
C# SDK CRM API - 401 - Empty Response
Hi, Just exploring the Zoho CRM API possibilities using the C# SDK and running into an issue that I could do with some help on. I can successfully authenticate and generate an access token and the authorization header is added to the request correctly, I am currently using the scope below for my grant token: aaaserver.profile.READ,ZohoCRM.modules.ALL,ZohoCRM.users.ALL,ZohoCRM.settings.ALL,ZohoCRM.org.ALL,ZohoCRM.bulk.ALL public void GetOrganizationDetails() { try {
Translation - Word of the day #78
Zoho CRM provides an option for Administrators to translate the fields and picklist values to other languages for CRM users. The first step is to turn on the translations setting. Then, you may add as many languages you need from the list of 26 pre-defined languages available in Zoho CRM. Read this knowledge-base article to learn the step by step process of adding languages. Previous 'Word of the Day': Data Backup Next 'Word of the Day': POP
Enhancement Request: Send Email Choose Template screen
It would be HUGELY helpful if you could expand the number of characters displayed for the email template name on the Choose Template screen (see screenshot). We have a number of templates with similar names, so we need the additional characters to help us quickly differentiate between these templates when selecting a template. There appears to be enough space for this without increasing the screen width, but if not, expanding the screen width would be fine too.
Data Backup - Word of the day #77
The Data Backup feature allows Zoho CRM users with Administrator privileges to take a complete backup of the CRM data. The data backup takes a few minutes to hours depending on the size of the data that needs to be archived. Smaller the data, lesser time it takes to complete the backup. The backup can be downloaded from Setup > Data Administration > Data Backup. Backup download link remains active for a maximum of 7 days from the date of backup creation. Here's a knowledge-base article on working
Introducing Zoho Directory Integration with CRM
Hello everyone, We are introducing integration of CRM with Zoho Directory. We are rolling it out in a phased manner and will soon be available for all customers. Benefits of the integration The integration is aimed to give the CRM administrators a stronger hold on the organization's CRM account by enforcing password security, IP restrictions and other policies. Read more about Zoho Directory. Here is the complete list of things you can do to secure your account: Single Sign On: SAML based custom
Show email activity in the dashboard?
Is it possible to show email activity on the dashboard?
CRM - Account number + generator
The title says it all: It would be great to be able to insert the Account name + account number. With this I'ld really like a account-number generator. The key point of this generator would be: I can generate all sorts of accounts : random numbers, random letters, combined, with a default prefix eg.: CH-AN 4563 the generator must know what keys have been given so that it never hands-out the same key twice.
Sales Forecast Report Question
I am attempting to set up a report in Zoho where if a Sales person were to lower the probability of a sales in their pipeline, it would show on the report. I can't figure it out. I can, of course, create a lost sale report. But that is losing the sale altogether. What I'm finding is that my Sales People are just backing down their percentages to keep their prospects from looking close to closing, but also not showing up on the lost sale report. Any help would be appreciated! Beth
Can I select this record on using updateRecoed function while creating new record?
I would like to use updateRecord function for insert unique value made in custom function on my self into the field created while creating a new record. However if I used updateRecord function, it's gonna be needed to specify record id but in the time I don't save yet so latest record id won't be generated untill hitting save button. How should I do in this situation?
Trigger report creation from change in module field
I want to create a report based on the end date of any of the records in a module. The end dates are not the same and when new records in this module are created a new end date is created with that record. Is there a way to trigger the creation of a record a day after the end date of any particular record in the module? I looked in Workflows but couldn't find option to create a report. I checked in Scheduled Reports but couldn't find an option to create a report from a date in a module's record.
Forwarding email from with in CRM - Original receiver is showing opening
Hello, When I forward an email from CRM to another contact, in the original contact record it is showing they opened the forwarded email. I use gmail. Example I send email to Mary. Then I forward the email I sent to Mary to Beth. In Mary's record, it shows she has opened it. Beth does not have a copy of the email in her record. If I forward email from gmail everything works as it should. Email shows up under the correct contact. Email is opened by the receiver of the email. Thoughts? Anything
Automatic Duplicate Lead Authorization
Hi, I Love zCRM Web Forms Very Much! One problem that is ruining everything for me is the lack of Upsert Capabilities. But, I'm not lazy and i am able to do the upsert proccess using custom function: A. Search If A Contact with the same Mobile - The Unique Field - Exists A.a. If So, Insert The data from the webform to a note or a task A.b. If not, Proceed to B B. Search If A Lead with the same Mobile - The Unique Field - Exists B.a. If So, Insert The data from the webform to a note
How to report the difference between the "prospects status" week after week ?
I want to generate a report which shows me which prospects have been changed those last 7 days. Here is a sample of data : Prospect Owner - Prospect Name - Company - Prospect Status (last week) - Prospect Status (current) ------------------------------------------------------------------------------------------------------------------------------------------------ Superman Batman Marvel Not Contacted Contacted
'Sign in with Apple' is now supported in Zoho CRM iOS mobile app
Dear users, In the latest version (v3.5.23) of the Zoho CRM iOS app, we have brought in support for an additional mode of gaining access to the CRM app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It's easier than ever for businesses to manage their customer relationships. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/zoho-crm-sales-marketing/id444908810 I have attached a GIF below
LinkedIn Extraction Tools
Need help in understanding how Zoho CRM users are extracting/importing relevant leads/contacts from LinkedIn to CRM LinkedIn is a goldmine and most businesses use it a lot. Most times we get our leads through linkedin and we either need a tool to import or we have add each contact manually into the crm The only tool i could find is LinkMatch. Are there any others tools which can help me do that? (one click lead import)
How do you start your onboarding process and get customer support from ZOHO CRM?
I have tried to reach the team to get support for my Enterprise solution, but many emails and three weeks later, no contact from support, or anyone. Can a helpful user or Zoho employee tell me exactly how to get assistance with this product, please?
Custom field(s) on Tasks + Mass updating on those custom fields
Hello, I am about to upgrade to one of the Zoho Crm versions, but i do need this functionality to be possible (for certain to work) (i cannot find it clearly in all online help) : - creating custom (text)fields on Tasks - mass update on those new customfields from ListView (via MassUpdate button) My question is : - is it possible to create custom fields on Tasks - and from which version on of Zoho Crm is that possible? - which fields on Tasks can be MassUpdated? (limited, or all standard & custom
Extension Pointers #8: Handling real-time data updates between Zoho CRM and third-party applications using webhooks
A webhook is a web callback triggered by a specific event to provide real-time data updates between applications. How does a webhook work? Webhooks help enhance the connection between two applications. When an event occurs in a web application that implements
edit an event
Your procedure for editing an event does not work. I have no way to access event details one it is created. I CAN edit the basic contact info etc. I cannot edit the details. Also, your procedure if followed exactly brings you to editing the All Events display function. Until a few days ago I was able to edit event details by clicking on "contacts" or "other" which modified the field with a hidden pull down scroll bar on the right margin which I could use to scroll to details. This has disappeared.
Can't select data from lookup field anymore
In a module i have a lookup field from Accounts but when i select some account and push the green button to safe, crm makes the field empty and returns "Please enter a valid client" This module was working till today, i believe after Zoho has an update? My search is also complete different.
Notes - Word of the day #76
Notes are the digital equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to customers, which you may need later. In Zoho CRM, you can associate notes to the records by specifying the required details. [You can create notes only if you have the permission.] Here's the knowledge-base article on working with Notes. Previous 'Word of the Day': Kanban View Next 'Word
How to add a related list item via rest api for custom module
Hi there, How can I add a related list time for a custom module? Lets say I have a custom module called Events and I want to link my contacts to an Event via API. How is this possible?
HOWTO: empty the recycle bin via API?
how can we programatically empty the recycle bin via an API call? ( note: originally asked here, but never got a response: http://help.zoho.com/portal/en/community/#Topic/2266000000513889 ) cheers, -e
How do I makesure a Lead does not receive any emails through the CRM email function and the Campaigns add on?
How do I makesure a Lead does not receive any emails through the CRM email function and the Campaigns add on? Usually through campaigns I would add to 'DO NOT MAIL' list but is this synced with the emails sent out through the CRM?
Assigning Contact tags not being recognised in Campaigns
In CRM, I have set up workflow rules based on a field being updated and then an instant action of a TAG is applied. In workflow automations in Campaigns, under Contacts, the TAGs listed I clicked on and it states there are no Contacts with these TAGs but there are!! Totally confused with TAGs and why they don't communicate between modules! Can anyone help please?
Bug with "Calls" Related List ?
Hello, I can fetch records from "Calls" Related List using : RelatedCalls = zoho.crm.getRelatedRecords("Calls","Deals",dealId.toLong()); I can delete a specific related record by using : deleteRecordMap = {"module":"Calls","id":rappelId}; deleteResp = zoho.crm.invokeConnector("crm.delete",deleteRecordMap); But it's no possible to update a related record in "Calls" Module using : response = zoho.crm.updateRelatedRecord("Calls",callId,"Deals",dealId,call); the error is : {"code":"INVALID_DATA","details":{},"message":"the
How do I edit a Web Form I have created?
Hi, I have the standard version of Zoho CRM and I didn't realize I only had the ability to generate 5 web forms. I wasted the majority of these 5 forms in testing. Do I have have the ability to edit one of the forms I already created? I know I put the wrong URL landing site and would like to fix this. I cannot see in the code where to swap this out. Thanks, Christine
Pinning menu items to the top level menu bar in zoho CRM
Currently the menu items e.g. Invoices, Quotes, Contacts etc are partly fixed (Home, Pulse...) but additional buttons rotate. This is v unpractical, would be much better to allow the user to customise this menu bar by pinning those items they use the most in the order that suits them. Thanks
Multiple Business > Same Sales Team, Same Customers
Hello - I'm trying to set up my Zoho CRM Plus in such a way that if one of our business is spun off down the road, we could break out that businesses related data only. Our entire sales team has a portfolio of products to offer their leads/accounts supported by three business lines. Additionally, I need the Zoho Books integrations to only include Deals from their respective businesses (Deal for Product A available in Zoho Books Org A and Deal for Product B available in Zoho Books Org B) I feel that
Rollup the Potential Amount to Accounts function doesnt work
Hey, I added two arguments, AccountID from Accounts and Amount from Deals. I filled in the code and attached workflow to it, but as a result it gives me a zero amount. Here's my code: resp = zoho.crm.getRelatedRecords("Deals","Accounts",AccountId.toString()); //info resp; total = 0.0; for each rec in resp { stage = rec.get("Stage").toLowerCase(); if(stage.contains("Wysłane")) { total = total + ifnull(rec.get("Amount"),"0.0").toDecimal(); } } info total; updateResp = zoho.crm.updateRecord("Accounts",AccountId.toLong(),{"Ca_kowita_sprzeda1":total});
Is there a way to get notified of NEW TASKS in Zoho CRM App
Hey, I am trying to get more use out of the Zoho CRM app on my android....something that would be very useful to me would be the ability to get notifications on my phone from the app when a task is created. Is this a possibility?
Zoho CRM: I want to Change "Last Name" in Leads to Non Mandatory as we have some customers who do not have Last Name. So What is the solution ? Please help
Zoho CRM: I want to Change "Last Name" in Leads to Non Mandatory as we have some customers who do not have Last Name. So What is the solution ? Please help I tried lot and also visited http://www.zoho.com/crm/help/customization/custom-fields.html where Zoho mentioned: You can edit, delete and hide some of Zoho defined fields, but note that there are some fields that you cannot delete, remove, rename or change from mandatory settings. These Zoho defined fields are mandatory in Zoho CRM. For example,
Kanban View - Word of the day #75
Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can sort the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about potential bottlenecks and lets you fix them effectively. In comparison to List View, where all the records are listed one after the other, a Kanban view segregates your data based upon the lead status giving a clearer picture. You
Zoho CRM New Logo
I noticed an updated logo for the Zoho CRM application being introduced in a few places. It's a welcomed refresh of the outdated drawing style of a handshake from 2000s. :) Thank you!
Desktop Notification
Businesses send out a lot of 1-1 emails. Maybe for prospecting, updating important information or scheduling demos. A Desktop notification for every email open, click makes much sense in this scenario. Currently, the only way i get to know such opens/clicks is through the bell icon inside CRM. It would make such a huge impact for businesses if there was a desktop alert every time an email is opened/clicked. This would help us in following up with those respective leads right away rather then clicking
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