Best way to associate membership to Accounts/Contacts
We are a community, where we sell paid memberships. Here are the membership tiers. 1. Individual Membership - Entry level. As a membership - they get access to 1 backstage event. 2. Individual membership - Advanced level. As a membership - they get access to 3 backstage events. 3. Organizational Membership - For 5 employees. As a membership - they get access to 5 backstage events that can be shared in 5 people. 4. Organizational Membership - All employees. As a member, they get access to 10 backstage
Java & Notification API
Are there any working examples of how to work with the Notification API https://www.zoho.com/crm/developer/docs/api/notifications/overview.html Does the Java-SDK-2.0.5 support this functionality?
Community Digest - May 2020
Announcements: Introducing a new instant action in the Workflow rule - Create record. Check out the new field to upload gallery of photos - Image upload field. Updated org-specific OAuth2.0 Tokens flow for Zoho CRM. Remote Sales Office, a team collaboration toolkit - Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrates with Zoho CRM in a single package. Kaizen: Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2] Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2] Kaizen #31 - Subforms #API Kaizen
Updation of Address field in CRM Lead Module
Hi Team, I like to use function for already created data for leads where wants to update address into upper case. For new records, custom function able to make it. However unable to do it for old records. Function should automatically sync with server and update it Users will not update each record manually as data quantam is high. Please suggest for the same.
Web Forms - Word of the day #46
Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Here's a knowledge-base article on working with Web Forms Check this video on Web Forms. Previous 'Word of the Day': Audit Logs Next 'Word of the Day': Canvas
Running custom button on multiple records, and working with multiple fields from those records.
We recently made a custom button to apply a function to multiple records. At first we ran into some hiccups making it, because selecting multiple records would pass in all their values as a string, but we figured out how to fix it, by doing the following: name_list = names.toList("III"); After delimiting the names using pipes, we were then able to loop over the names of the list into an array. However, my question is how to deal with it when I'm taking multiple fields from the selected records.
How can I link Task from CRM to a Task in Zoho project using deluge
I am having a small well not small a big issue in linking the Task information with the Task in Zoho Projects using the deluge in custom function when I execute the script it creates the Task as is intended to be, but when I check the Activity module under CRM account, it is not there as it is linked with the zoho project task and I have to maunally go and create the task from zoho project. Can anyone help please to make the Link automatically?
ADD CUSTOM MODULE RECORD TO ACCOUNT AUTOMATICALLY.
Hi, i am having problem linking Account record with a custom module record. I created a module named Therapist whose record will be linked to an Account automatically. In the module Account, i created a related list item Therapist as a multiplelookup field. I can update its record manually but not automatically. I tried using API to update Account with passed it param containing Therapist ID but related list didn't change. Then, i tried linking API https://sandbox.zohoapis.com/crm/v2/Accounts/Account_id/Therapists/Therapist_Id
User Access Permission - Do Not Allow Creation of Account from Deals Module
We need a way to prevent a user creating an Account from the Deal module (we renamed this Opportunity in our system). We have sales managers who will create the Deal and it's mandatory that they link an "Account" to the Deal. Currently in Zoho the user can type in the name of the account and if it's there they can select. HOWEVER... if it's not there and they type in a name Zoho will automatically create the account. Zoho says it will create an account and so the sales person thinks this is
How do I Set Margins for Invoices?
Hi, I'm trying to create a customized invoice in Zoho CRM based on the invoice template we currently use, which is a Word document. I'm 90% of the way there, but when I go to print, the invoice fills the page and some of the text falls outside the printable area and is cut off. I've tried using HTML code to set the margins, but whenever I use standard code for this type of formating (i.e. body styles) the html editor just deletes it. How can I specify the margins on my invoices so they don't generate
Why we chose "OAuth2.0" over other authentication methods?
Hello everyone! While there are various authentication methods available for REST APIs, we use OAuth2.0. In this article, we are going to discuss the most popular authentication methods, their pros and cons, and the reason why we chose OAuth2.0 over other authentication methods. 1. HTTP Basic Authentication As the name suggests, HTTP basic authentication is the most simple and straightforward form of authentication, and hence most vulnerable. In this authentication method, the user passes the username
Parent Account
Can I create a view where I see only the Parent Accounts?
How to manage and segment multiple business data in Zoho CRM
Today, let us see how to manage and segment data when you handle multiple businesses in Zoho CRM. There are businesses that have different products catering to different verticals . For example, an insurance company handles Health, Vehicle, and Property insurances simultaneously. Each segment has its challenges. Insights and management of data by segment is essential to channelize sales efforts. Zoho CRM helps you segment the data and manage them effectively. Let me show you how this is done if the
Audit Logs - Word of the day #45
The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho CRM. Audit logs are helpful to determine what has happened before and after an event, and also to identify records associated with certain events. Users with administrative profile can access this feature. Here's a knowledge-base article on working with Audit Logs. Check this quick video on Audit Logs. Previous 'Word of the Day': Autoresponders Next 'Word of the Day': Web Forms
Some 1500 Missing AccountNames after import Contacts 60.000
I imported some 60.000 contacts and tried several times to re-do the import of Accounts/Contacts, with mapping to AccountNAME, which is in the CSV file. After checking the CSV files DOES HAVE ALL THE FIELDS of Account name and Contacts,first/lastname. I use separate CSV files for Accounts and Contacts. I do each time 22.000 import,(because of filesize) first the Accounts and the second import of Contacts. Everything OK after 3 x imports 3x22000. Everytime after all imports there are some 1500 Contacts
CRM & INVENTORY SYNC
1) Sales Orders and Purchase Orders created in CRM do not show in INVENTORY. Purchase Orders created in CRM can not be advanced. 2) Zoho Inventory modules and not displayed in Zoho CRM under a custom tab Zoho Inventory as it stated in: "Sync Transaction
Adding a Contact Field to the Contacts summary in Accounts
Is it possible to add a field (i.e. Title) to the Contacts list directly below the business card in the Accounts view? I am not speaking of the Contacts list that appears further down the page, but the one at the top. It currently has only name and email address.
Analysing Stage History with Reports
Hi all, I'd like to be able to produce a report where I can see the time spend (average, median, max and min) for every stage in potentials. Right now, I have the problem of only being able to produce a report that gives me the time spent on the present stage of the potential. The goal is to be able to measure the efficiency of the sales team on which stages they spent most of their time (or less). I want to identify which stages are the bottles necks and which aren't. I know I can see the time spend
Autoresponders - Word of the day #44
Autoresponder is a feature in Zoho CRM used to automate scheduled follow-ups with your leads/contacts. These come in handy when you wish to plan drip campaigns. Here's a knowledge-base article on managing auto-responders. Check this quick video: Previous 'Word of the Day': SalesSignal Next 'Word of the Day': Audit Logs
Sending Survey by Mass Email (as template) - Resending to those who do not respond
OK, this should be simple but I can't figure it out: I created a template in CRM I sent as a mass email - All good! I now want to re-send the email and/or a new email to those who either did not open or did not respond Is there an automated way to do this, or do I have to do it manually? Any advice is appreciated.
CRM Lead Magnet, Forms or MarketingHub for forms on a website?
I want to add forms to my WordPress website. I want the forms to pass data to Zoho CRM and I will want Zoho MarketingHub to automate processes on the website. So, which Zoho forms plug-in should I add to my website: 1. Zoho Forms? 2. Zoho CRM lead magnet? 3. Zoho MarketingHub? Many thanks Steve
Why cannot I remove the "Closing Date" from Potentials please?
Hi In my industry we can take 1 month or 2 years to convert a Potential into a PO. So I have to keep entering a meaningless Closing Date every time I convert a Lead to a Potential on Zoho. Is there a way of getting rid of it please? Thanks Nick
Zoho CRM Sent Email and IMAP Email not showing up in the same list
Hello, I'm currently migrating to Zoho CRM and run into a situation where Zoho CRM is difficult to use and wonder whether I'm doing something wrong. Here's the situation: I have IMAP integration set up and I can see contacts' emails on their contact page and also the SalesInbox. So this part is working fine. Also I'm able to send out emails through Zoho CRM, very nice. The problem: the emails from IMAP (usually emails I receive from clients) and the emails I sent through Zoho CRM can't be displayed
Email Security
Hi, Am I able to decide (on-the-fly) whether a particular email should be visible to everyone or not (confidential)? We currently use a system where emails can be set to be confidential to a set group once it is received on the CRM. This could be an email with sensitive data in it or a delicate contract for example. Such an email would be made accessible only to the accounts team rather than everyone.
Random number generator (Lead Module)
Hi All, Does anyone know how to assign a random number to a new Lead record on creation? At present, the Lead Module assigns an id number to reach new record in sequential terms. This isn't going to cut it for our needs. Many thanks in adv, Marc
Search within emails
HI, Are you able to search for content within emails? I'm testing this out and nothing is showing in the results. These emails have been just created.
Exception while generating Access token: ZohoOAuthException. Caused by : Access Token has expired.
Following the guide from the developer console and using the Java SDK (2.0.1), I was able to generate an access token - but for some reason it throws an exception saying the token has expired. It is quite clear from the logs (I have masked some properties): Dec 17, 2019 4:50:56 PM com.zoho.oauth.client.ZohoOAuth initialize INFO: Zoho OAuth Client Library configuration properties : {minLogLevel=ALL, currentUserEmail=support@een.com, client_secret=client_secret, redirect_uri=http://www.example.com/oauth2callback,
Get Leads returns "Authtoken support is deprecated"
Hello, When I send request "Get" https://www.zohoapis.com/crm/v2/Leads/{my_record_id}, API returns me the next response: { "code": "AUTHTOKEN_DEPRECATED", "details": {}, "message": "Authtoken support is deprecated", "status": "error" } Example: Get https://www.zohoapis.com/crm/v2/Leads/123456789 Headers: Content-Type:application/json Authorization:{my_Auth_Key} Please let me know how to fixed the problem.
Using personal email to reply from CRM
Hi, When replying to an email added on CRM, are you able to do that with your personal email address instead of a general one?
Criteria Deal "Closing Date" not appearing in Analytics or How to KPI closed deal this quarter
Hello to the community, I am going nuts on this one, I am trying to get simple KPI to display on my "Analytics" dashboard pannel : Value of the deal closed this quarter. I just cannot figure out how to it. Support sent me a picture on how to set the KPI but they use the "Closing date" criteria and I don't have. Here the support capture and mine. Am I the only one ? Do you see the "closing date" criteria ? The support KPI My criteria list
Apparently, there is no reasonable or feasible way to mass update a record's related list
I have a module called “Properties” I have a module called “Segments” each Segment record will have a related list of several hundred properties and each property may belong to more than 1 segment (yes it’s a multi-lookup field) Lets say I have a Segment record called “Chenai-Krishna” and I need to select several hundred properties to add to its related list “Properties” below. My problem is there is no way (and definitely no good, simple or reliable way) to select a few hundred Property records
Layout Picklists
Greetings. I have three different layouts, cloned and modified off of the Standard Layout. I changed the Lead Status - Picklist value in the default Standard layout, however, that update has not completed across the other 3 layouts. If I go to a cloned layout and try to edit the Lead Status Picklist with the same choices, I get an error that there are duplicate choices. Will the updated Picklist be seen in the other 3 layouts? Please advise. Thank You.
SalesSignals - Word of the day #43
The SalesSignals feature in Zoho CRM provides real-time notifications from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. SalesSignals improve timely communication and enables you to follow-up with your leads and contacts and close deals quickly. Here's a knowledge-base article on enabling SalesSignals in your Zoho CRM. Check this video on understanding
PandaDoc like function
We used to have multiple different systems to do various functions for our day-to-day business for years. In the last year, I have been able to migrate the majority of those systems to the Zoho platform. However, I'm stuck with PandaDoc at the moment for proposal and purchase agreements. We currently have a handful of template documents that we can send to a lead to overview and they can select various options depending on the purchase. As shown below, we have subsections with subtotals and a grand
Improving Outlook Plug in- add a manual refresh of Side Panel
The Outlook Plugin Side Pane is so slow with jerky screen refreshes, it is unusable. So it gets disabled by most users. Why not make an option for a manual refresh instead of constantly trying to keep up as users move through their email. It could allow you to view your emails normally, but when you wanted to augment one with more info from Zoho CRM, you click on a button for the side pane to appear and pull data. But then it stops refreshing data when you move to a new email. If you
Need Deluge code to enable merge date from a Deal and a Books Sales Order
I want to merge data from a Deal and data from a Books Sales Order (not the native CRM Sales Order) to render a contract. If you can write the code, please let me know.
Migration - Importing Data with Owner ID, Created By ID, Modified By ID
We are new to Zoho CRM, and are in the process of moving our data over. Everything seems to going OK, except we cannot get the Owner ID, Created By ID and Modified By ID values to match properly. I have been using the Data Import/Migration feature (for "Other CRM"), and am trying to import Accounts and Contacts. There are fields in the data for Owner, Created By and Modified By. Our previous system used a user email address to indicated Owner etc. We have made accounts on Zoho for each of our users,
Complete Inbound Call
For our sales team and front office, we would go to the Account, select OPEN Activities, and then have an option to complete a call, put time in and description. This function is gone and tech support said it was pushed Globally to all users. I need to complete inbound call and not create a call, then close it.
Permanently disable Zoho pane in Outlook
Outlook 2013 on Windows 7 64-bit with latest CRM plug-in installed. Is it possible to permanently disable the right-hand Zoho pane in Outlook? You can close it but it comes back as soon as you select another message.
Tags - Word of the day #38
Tags are unique identifiers that can be associated with your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For example, there may be few Leads in your CRM account that requires high priority. You can tag those Leads as Important, so that you can easily filter them from the other Leads in your CRM account. Tags in Zoho CRM are specific to each module. You can add unique
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