Unique field Account Name RULE IGNORED ON SYNC in Accounts - ZOHO CREATES DUPLICATE ACCOUNTS WHEN SYNCING !!!! (THIS IS NOT ANSWERED) !!!!
When adding a company in Accounts, I have the field Account Name set to be unique. When you manually enter a company and if the Account Name is the same as an existing Account Name, the system will let you know that you cannot enter a duplicate value for Account Name, which is the expected behavior. I am finding though that the Account Name (Lookup Field) in Contacts does not obery this unique valve rule. So when I use a PieSync integration and sync contacts that have an associated Account Name
Showing fields only if applicable
I have set up some fields on my CRM. As an example they are: Address & Date moved in. What I want to happen is if that address is less than say 3 years, for it to then pop up with Previous address and date moved in to that address. I have the fields but I am struggling with how to condition them based on a time frame. Can anyone help?
Multi-Select Field Rule/Validation
Hi. I'm new to Zoho but learning things quickly. I'm having trouble a multi-select field. I use the multi-select to allow my users to select what magazines a contact should receive. If the multi-select field has a value in it, I need to make sure that
Colors at CRM's Graphics
Dear CRM Support, I'd like to set the specific colors at Pipe Line Graphic. Is that possible? Thanks. Paulo Miguel.
Visualize next task+dates in Client's grid view
Hi. In the main Client's view, where I see a grid with all the clients, I want to see all the open task in the same way as I see them on the Lead's grid view Please see the image below to check the way I want to see them: Any tip about how have the same visualization on the Client's grid view? Thanks in advance.
Extension pointers #4: Working with widgets to power-up extension capabilities (Part-1)
Connected apps help bring Zoho CRM together with the third-party applications and services. Connected apps provide support for exchanging data between Zoho CRM and third-party applications, authenticating other applications using single sign-on, and authorization
HOW TO ADD PRODUCTS, NOTES, ETC. TO LEAD USING PHP SDK V2 ??????????????
I´m new to zoho and using PHP SDK with API , I want to know how to add product and all sub-form. Pleas help me to getting out of this problem.. $records=array(); $moduleIns = $this->zohoinst->getModuleInstance("Leads"); $record= \ZCRMRecord::getInstance("Leads",null); //To get ZCRMRecord instance $record->setFieldValue("Company","API COMPANY"); $record->setFieldValue("First_Name","API FIRST NAME"); $record->setFieldValue("Last_Name","API LAST NAME"); $record->setFieldValue("Full_Name","API
Spotlight #3 - 3 easy steps to add Custom Buttons
Speaking of which, do you use custom buttons in Zoho CRM? Zoho CRM is customizable to the last bit. It lets you customize your modules, fields, links and several other elements. But did you know that you can add customized buttons too? Before we get into this further, let's look at our most recent announcement about the placement. We are introducing an additional placement for the custom button. The new location called the List view - Utility Menu, allows you to access the button from the module's
Price Books - Word of the day #16
Price Books are the agreed price for selling a product to a customer. The unit price is the price fixed by the manufacturer for the product and the list price is the sellers’ price which can be quoted in the price books. Additionally, the discount ranges can be defined. Within Zoho CRM, you can define multiple price books, and assign a default price to each client. You can cater to a mix of retail and distribution clients, or smaller vs. larger clients, with a convenient price book for each pricing
Get AUTHENTICATION_FAILURE code but can't know why.
Hi all, When I request Zoho API V2.0 in order to post records in the crm, I get sometimes the following error : { "code": "AUTHENTICATION_FAILURE", "details": {}, "message": "Authentication failed", "status": "error" } And I don't know why. Before each post, I request an new access token from the refresh token, I do my post then I revoke the access token. It works correctly most of the time, but occasionally, it doesn't. I found nothing in the documentation about errors returned.
Manipulating the list price of the products in a pricebook whit the API or do not use the field list price in the quote module
Hi, im implementing the crm in a business that sells motorcycles and have 14 stores. The problem that i have is that every night the IT department of the business send me the products and their prices using the API, because the prices are going to change every day (dollar fluctuation ,etc). But are some problems that i cant belive you cant solve quickly.... 1. The API doesnt support to associate products to a pricebook. 2. The API doesnt support to update the price list of a specific product in a
Deals: Contact Roles and email
Hello, So i have some deals set up and I have added my "contact roles" so that my deals have multiple contacts. But when I try to add an email to that deal, i still only get the option to add 1 person's email? I thought the point of the "contact roles" was to be able to contact more than one person at a time? Thanks, Heather EDIT: Zoho Developers - please make this so we can email all the "contact roles" from the deal!
Setting Assignment Rules
Hey I fetching my leads from wordpress contact form-7 to ZOHO CRM through lead magnet plugin. I am able to get the leads in my module. Now I want to assign these leads to the respective team members. For that I used Assignment rules and created the same. But whenever the lead comes it is not assigned. Could anyone help me out with this issue? Thanks Archana
Collect data, external
Hello community, I have the following request. We are now working with Zoho CRM Plus and would like to do the following. We have created a user-defined module in CRMPlus, in which we record our mail pieces. I have an employee who is only there to record mail pieces. I don't want to give her expensive CRM access for this work. My question: How can I collect data externally in ZohoCRM. There is a catch. For a field you have to assign an entry from the user-defined module. It is like having to assign
Email associated with the Contact
Hi, you can associate e-mails with a deal. However, if you list Email associated with the contact only shows the emails for that single contact. How can we show emails of all the contacts that are associated with the deal (under Contacts roles)?
Vendors - Word of the day #15
Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho CRM can provide better visibility on the vendors or suppliers for the future procurement of products. Check this knowledge-base article on working with Vendors module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Campaigns Next 'Word of the Day': Price Books
App Spotlight: Microsoft Exchange for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Microsoft Exchange for Zoho CRM Connect your MS Exchange server with Zoho CRM and auto-sync your contacts, tasks, events, and emails in real time. Get the extension here Business needs Avoiding manual repetitive data entry, which can waste employees' productive time and lead to human errors while recreating events and contacts. Customized access and sync controls to your server
A Few CRM Questions
Is there any way to adjust the currency format in mail merge Zoho Sign documents? Right now it's "$ 1.00" instead of "$1.00" which sometimes causes the $ sign to get left on the previous line. What's the proper format to check if a field is null in a calculate field? (Basically I'm taking a Date Time field and making it a String with just the Date part for a mail merge, and I want that calculated field to be blank if the Data Time is blank) I can't quite figure out the If syntax for it as the documentation
Linking Contacts to Accounts
When creating a contact linking it to an account, it doesn't show in accounts as found, however it shows linked accounts. What am I missing to let Accounts show the Contact within the Accounts page?
Send Email Button - Customization?
Hello, I am wondering if there is anyway to automatically add a second and third email to the CC line when you click the 'Send Email' button on the contacts page. We have multiple email templates designed to send to clients who work with partners and assistants that need to be CC'ed on all correspondence. It is very time consuming to copy and paste each email into the CC line. Is this something that we would have to create a whole new button to execute? Or is there another way to ensure secondary
Standard Links & Attachments
I feel like I must be missing this, but we use a small handful of links and attachments (from Workdrive) in our sales process. So I'm often sending an email from with CRM and have to hit the attachment button and go find the file in Workdrive or manually copy and paste link. Is there a way to have these commonly used sales collateral pieces be somewhere easily accessible from within the email composition screen? I thought I remembered seeing something like this early on, but now I can't find it.
Campaigns - Word of the Day #14
Campaigns are marketing activities (inbound or outbound) whose purpose it is to build interest and awareness around a company’s products, services and brand. Outbound campaign examples can include email blasts to introduce a new product, print advertisements, cold calling, or company events; inbound campaign examples include web-to-lead forms to collect the names of people who want to learn more about a product, search engine optimization (SEO), or social media. Note: Not to be confused with Zoho
How do I set up auto-copy of a string from a quote to a subsequent invoice
Hi all. My company uses a custom quote numbering scheme in the form <CompanyInitials><QuoteCreationDate><CustomerInitials><auto-incrementing number> I need to find a way to have that transfer over to the invoice when we close the sale. I can't create a new field in the invoice that recreates the formula that created the quote number, as the date portion would change, and I couldn't cross reference the invioce to the quote. Obviously, there is a way to do this, as Zoho will do that automatically with
PHP SDK : 2 warnings and no response
Hello, I'm trying to connect to your API, I followed all your instructions from your docs (Register your application, Installation, Configuration, Token Persistence etc.. ) I decided to use File Persistence and tried to execute the "Get Current User's sample", by passing all of my credentials to the $configuration array. Here is my $configuration array : $configuration=array( "client_id" => "XXXXXXXXXXXXXXXXXX", "client_secret" => "XXXXXXXXXXXXXXX", "redirect_uri" => "XXXXXXXXXXXXXXX", "currentUserEmail"
Feeds - Word of the Day #13
Feeds module lets you collaborate with other CRM users by sharing information etc. on a social wall, which other can reply and comment on. Check this knowledge-base article to learn how you can apply feeds in Zoho CRM for sales collaboration. Here's a quick video on the importance of the Feeds module in Zoho CRM. Previous 'Word of the Day': SalesInbox Next 'Word of the Day': Campaigns
Importing 25,000 Records with a 1,000 Batch Limit
I understand there is a 1,000 row limit for record import on the "free" pricing structure. I have approx 25k records and was curious if anyone could suggest an easy way to import them all? I would rather not manually cut up the csv 1,000 records/rows at a time, create 25 separate csv files as it could get messy and time consuming. Thanks in advance. Ramzy
Automatically create PDF
Hey there, I have a small question: Is it possible to create an automation that creates a PDF from a module and attaches it to a related module? Is it further possible to send this PDF via E-Mail to a client afterwards? Thanks in advance!
Generating a report for each activity with a payment plan.
Our company would like to track each user's activities and have a report generated calculating the total amount owed for each task to the user. Meaning, we want to setup a bonus system that is calculated on each task the user has completed. For example, they called a lead, converted a lead to contacts, completed a stage in the deals, etc. All of these activities will have a certain payment plan, and should be presented in the end report. Is there a way to get this done in CRM Zoho? Thank you
SalesInbox - Word of the Day #12
SalesInbox is a mailbox inside your CRM that reflects your sales pipeline and your emails organized according to sales priorities, so that you stay on top of deals that matter the most. Connect Zoho CRM with your email client, and SalesInbox would create a 4-column layout - 1. Deals; 2. Contacts/Leads; 3. Not in CRM; and 4. Colleagues - and allocate incoming emails to one of the four columns. Read a knowledge-base article to learn more about SalesInbox and how to work with it. Here's a quick video:
Unable to connect PhoneBridge app to Grandstream UCM (asterisk)
I've followed the steps as instructed by grandstream's guide: http://www.grandstream.com/sites/default/files/Resources/ZOHO_CRM_Integration_Guide.pdf This works OK for inbound calls. So far we've confirmed it's making new contacts in ZCRM for inbound calls, but it isn't using the CallID, just the phone number. It's clunky, but we can live with it for now. What I can't get working is the OUTBOUND using the phonebridge app. I've set it up on a testing VM (my W10 workstation w/ linux subsystem enabled).
Format Phone Numbers
Hello, Is it possible to setup a rule of some sort to cleanse/format phone numbers to be in the same format? Our CRM uses Phone as the primary key. But leads imported from Facebook generally come imported with a "+1" prefix. I'd like to find a way to automatically delete the +1 on all incoming leads.
Calendar Export
Hi, Is it possible to transfer won deals into a calendar of some description with 'date in' and 'date out' fields marking the position on the calendar? I would like a visual representation of when my closed won deals are booked in for.
Right nowzoho not support Asterisk/Avaya/Elastix anyone have solution?
HI, We have just talk to phonebridge department and agent said right now zoho not support Asterisk/Avaya/Elastix. We have use asterisk any one have solution to integration or guide how to? We need popup incoming and outgoing looklike zoho api can only log and click2call.
Attachment picklist for type?
Hello! Part of my sales process involves a number of specific documents that need to be uploaded and reviewed. Attachments are no problem but is there a way to have the user require a picklist selection that I can populate with the type of document? For example, application form, proof of address, etc? Thanks!
Converting an Opportunity into a Contract (2 different modules)
Hello, My company sells hardware and services (sometimes only new hardware, not necessarily associated with incremental service revenue). I would like to have a second module where I could manage my secured contracts for one existing account. The scenario: 1 - Opportunity is created in Zoho and after customer evaluation the deal is closed (opportunity won); 2 - Sales Manager move the opportunity to "closed as Won" and automatically the Zoho CRM create (or not for the cases it`s just a hardware sale)
Can not call API Phonebridge?
We try to integration crm with our pbx which is Asterisk But so far 3 days looklike API doesn't allow to do so. Anyone guide me how to cliacktocall and display incoming call. How to find scope list? Thank you
How to integrate your Email with Zoho CRM
Hello Everyone, In this post, let us see how to integrate your Email with Zoho CRM. Your business needs the ability to communicate and track Email conversations with your customers. You also want the ability to reply instantly to emails, add follow-ups, share emails and more importantly, avoid the hassle of searching for emails. Using the Email integration feature, we could do just that. Zoho CRM automatically associates all emails with the customer records, so you will never have to comb
Invoices - Word of the day #11
Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments. A quote can be converted into a Sales Order or Invoice with a single click. Here's a knowledge base article on how to create an invoice. Check this video from Zoho partner, Boosted CRM, from California, USA. Previous 'Word of the Day': Purchase Orders Next 'Word of the Day': SalesInbox
CRM Contacts & Outlook
Is it possible to set up a custom field in Zoho CRM Contacts that will sync to Outlook. Our Zoho CRM Contacts doesn't have a "company" field and it would be helpful to have that information transfer to the "company" field in Outlook. As an alternative, is it possible to set a custom field in Zoho CRM Contacts that can be set to transfer to Outlook as "company"? Thank you, Jon
Creating Dependancy
Hi, I wanted column c to be a product of column b and column a, how do i do it?
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