Formula like Excel's Linest
Is there a way to do a statistical formula like excel's Linest in Creator based off sub form entry's?
Restricts user to some contacts/leads/tickets only
Hello, We have a Zoho CRM Plus running fine with our organization. We will doing a partnership with another company. We would like to allow us to use our CRM by creating a new user but we doesn't want them to see our contacts/leads/campaigns/tickets but only their. I search myself with the roles and profils settings but cannot find something to restrict only some data by filtering them. I think the right answer is to build another CRM right ? Thanks in advance for your support. Regards.
Purchase Orders - Word of the Day #10
A purchase order is a document sent to a supplier or vendor, authorizing shipment of a product to the customer at a specified price and terms. The creation of a purchase order creates a legally binding contract which cannot be changed without the consent of both parties. Read a knowledge base article on how to create a Purchase order. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Sales Orders Next 'Word of the Day': Invoices
Mass Email limits
Hi there, As we all know the limit for mass emailing from CRM is 250 per day per user. Not a lot, but fair enough. Lets assume that i have used 235 of my daily limit of 250. I then "check" 50 of my contacts and send them a mass email. According to what i can see the following is then happening: - Zoho sends this email to 15 of the contacts (250 minus 235) but does not send the remaining emails. If that is correct it is a terrible solution, since there is no way (other than to check manually check)
CRM - Displaying Date Fields
In CRM, I have date format in my setting as DD/MM/YYYY. When I am editing a record, or even just a date field, it allows me to input the date in my chosen format. Once it is saved, it changes the format and displays it as D MMM, YYYY (e.g. 9 Apr, 2020) instead. Is there a way to change the display to my chosen date format? Also, is there a way to default all users to a specific date format?
Synchronize two related lists
Hello, I want to synchronize the products used by a contact with the related list on the company/customer module. So for example: Contact A is employed by a company/customer called "Random Company". Now contact A uses a product called "Sandwich Maker". When i go to the contact site and select this product in the related list from my product module, is there any way to show this product automatically in the related product list on my company site? Regards, Andreas
Zoho CRM API - Vendors
I'm pulling vendors records from zoho via the API. I hope to use the Vendor Image for display. In the returned records, I can see a "Record_Image" for example: "Record_Image": "9674ea36c6c7084edef516e10c75deba0605bb82e103aa3350abc3ba4337a48fecccd38d31d39315ab1c8ce05b53f1429c01b7cef220d280c5a5ed9a32ef2f035d7a239b2d2845aa77182416a83d580a" My assumption is that this is a base64encoded image, but I can't get it to display. What am I missing? Thanks
Search not working for certain users and certain terms
Some users have let me know that the search function is not working as expected, they get taken to a page that tells them that the 'Page cannot be accessed' and to contact the administrator. I did notice that the URL doesn't have the query string that usually gets appended when searching for something, but when they manually add something like `/crm/org[organisation_id]/search?=plants` to the URL, it redirects them to just `/crm/org[organisation_id]/search`, which provides them the 'Page cannot be
Laptop Performance Issue: Outlook Plug In with Outlook 2016
We recently upgraded to Outlook 2016. One of our users is reporting that the performance of his laptop is really "bogged down" when he's signed in to the plug-in. Once he signs out, the problem goes away. Has anyone else experienced this issue? If so, what is/are the solution(s)? Thank you! John Galich
Assign tasks to user selected in a custom field
I would like to assign a task to a user selected in a custom field, when the deal stage changes. I think I could do it with a custom function (I don't have experience with custom functions). Is this possible? To be clear, there are two users related to each deal, record owner and Sales Support. I know how to assign a task to the record owner, but I would like to assign a task to the Sales Support user. Sales Support user is different for each deal, depending on other factors.
Sales Orders - Word of the Day #9
A Sales Order is the confirmation of sales generated after the customer sends a purchase order based on your quotes. Using Zoho CRM, a quote can be converted into a Sales Order with a single click. Read a knowledge base article on how to create a Sales order. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Marketplace Next 'Word of the Day': Purchase Orders
Having a problem with a critically important Workflow Rule suddenly not working - anyone else?
This seems like a bug in the CRM. Luckily a sales rep alerted us to it very quickly. Basically a workflow rule that was set up to trigger on creation of a client meeting (with no conditions) suddenly stopped working for the last 5 meetings created. We were able to reproduce this bug initially. Turning the workflow rule off and then back on fixed it, but it's extremely worrying that this happened in the first place!! I tried opening the workflow rule to debug it further but I was again met with
integration use case
Hi, In our business use case, we have multiple organizations in Zoho Books which need to invoice from the same Zoho CRM login. We can easily invoice from the first synced organizations but we can't from the other organizations. I need to : 1. We need to invoice from at least 3 different companies 2. All potentials and contacts 3 companies are in our CRM I am looking for a workaround, which might take the form of a widget inside the Zoho CRM record? It could be a Zoho Creator widget which is linked
Quotes - Word of the Day #7
Quotes are agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer. Check out this knowledge base article if you're getting started with the 'Quotes' module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. To learn more on how to expand
Updating Company Contacts
Hello, Has anyone over come the limitation of not being able to send a primary contact a list of contacts associated with their company to update their permissions. We have some pretty big customers that want to have access to this area and we do not want to spend the money for the portal access to accounts. I was thinking of creating a form that they can fill-out and it will update the contacts information, but that doesn't fix getting them a list of the users associated to their account. Any thoughts
Need a report to understand WHEN each task has been added to the timeline
Hi all, as the title suggests, i'd like to know if there exists a way of extrapolating information about WHEN the various tasks have been added to a timeline. Example: is it possible to know when I added a given activity on my timeline on a certain date? Thank you!
Multiple Contacts from one Lead
Hello, I have a list of leads each lead could generate 3-4 new companies and 3-4 new contacts But after converting Lead to Contact it is moved from the lead module. Is it possible to fix LEADs on the place for creating few contacts/companies?
Image doesn't show in quote pdf file
I have a logo a the top of the quote template. When viewing the html in the editor the logo appears. It also appears in print preview in the quote tab. However, when exporting to create a .pdf file it shows as a broken link. The image is 434x87. Any suggestions?
Marketplace - Word of the Day #8
A platform where developers list their applications that have possible, tight integration with Zoho CRM and helps in achieving a use-case which may not be possible by available CRM features. Here's a quick introduction video for Zoho Marketplace Check out the list of extensions released on Marketplace in March 2020. Previous 'Word of the Day': Quotes Next 'Word of the Day': Sales Orders
Leads and Deals for Nonprofits
Are there any nonprofits who are using CRM Leads and Deals to track opportunities that do not start with a person? Example: There is a grant, RFP, or RFI that becomes available. In my organization I would want to start with listing the opportunity and then connect Accounts and Contacts to that opportunity. From there I might create a project that includes the activities that parallel Deal Stages. Would adding a Identification or Prospecting category stage prior to the Qualification stage be the
Problem with prices and currency symbols in quotes
Good morning, I'm having a problem since the la a problem with the new version of Zoho CRM. Before the update when I exported a quote in PDF I got the currency symbol (€) followed by a space before the price. Now I got the currency name (EUR) followed by the price without a space. How can I have again the currency symbol followed by a space? Is it also possible to have a tag not including the currency symbol? I prefer to include it manually in the inventory template. Thanks for you help. Gabriele
Timesheets from Deals
Hi Guys, new Zoho One customer here with only a few employees. I run a small software company and currently our small number of employees are creating manual timesheets in excel. There is a column for a job number (that relates to a Zoho Deal) and they just put in the time taken to perform the work. As an example, they might spend 1 hour running some barcodes for a particular client (and deal). Then they may do a support all for another client and that takes 2 hours (This client would have a yearly
Link in email to change or update client info
Is there any way to add a link in mass emails that when clicked would change the recipients preference on something. For example, "Click here if you have a distribution warehouse" then it will change a picklist value to No or Yes in the contacts page in the CRM? Can this be done with creator or api's?
Workflows not working
Hi all, over the past few days some of my workflows which were working before have stopped working for no apparent reason. Has this happened to anyone else or can anyway suggest why? Thanks
Create a Task in the CRM
Hello, I'm trying to create new Tasks, and I'm running into a problem. I have simplified my code (C#) down to the following which I believe contains only the essential properties, which throws an exception on the UpsertRecords line: ZCRMRecord zohoTask = new ZCRMRecord("Tasks"); zohoTask.SetFieldValue("Subject", riskTaskModel.Subject); JObject recurring_pattern = new JObject(); recurring_pattern.Add("RRULE", "FREQ=NONE;"); zohoTask.SetFieldValue("Recurring_Activity", recurring_pattern); JObject
Introducing RingCentral Video, WhatsApp Web, and 10 other Zoho CRM extensions
Zoho Marketplace releases RingCentral Video along with 11 other Extensions for Zoho CRM. Here's a list of new releases for March 2020. Get more from your Zoho products with extensions from Zoho Marketplace. WhatsApp Web for Zoho CRM Initiate WhatsApp
Anyone using Nosql as an alternative to an evergrowing list of modules?
I have an ongoing list of offerings I provide to my customers. Every time I have a new offer I have to create a form with fields unique to that offer, and am otherwise forced to create a module to store the data that relates to that form and offer. I am going to end up with hundreds of forms and modules. - I CAN live with many forms - I CANNOT live with a constant creation of new modules and deluge code to store all of the data What do I do? A friend suggested I save data in structured JSON documents
Stage probability mapping does not update to records
I have edited the stage-probability mapping to a new value %. But... 1. Records for each deal do not automatically update to the new probability values. 2. If I use the 'quick edit' to update the Stage, i.e. click and save. This does update the probability on the page, but is not saved correctly, so the probability has not actually changed. 3. Have to use the page 'Edit' and update the Stage. Now the probability has been updated. Solution: 1/ . mass update of all records when mapping changes
Hide Emails Related List for certain contacts
Hello, We would like to hide Email Related List for certain Contacts in Zoho CRM, so that salespeople cannot see email correspondence between company management and our vendors that are in the CRM. The contact record doesn't need to be hidden, just the emails that would show up in the emails related list. All emails sent by management to CLIENTS in CRM need to remain visible to salespeople. Thanks, Jay Ashland
Error code CRM Zoho one expired
Good morning Admin, I'm trying to Access my Company's zoho CRM account but to no avail. No data is showing. I saw an error Statement "CRM Zoho one trial expired". What can I do? Find attached a screenshot of the page. Regards, Bunmi from Lagos Nigeria
Conditionally make a Line field mandatory but only if lookup field was left blank
I can't seem to set a layout rule to achieve this, because this functionality doesn't seem to extend to lookup fields. Essentially, there's one field where a user is supposed to select a value from a lookup field that offers 50-60 options. In case they can't find the correct item to link to, there is also a free text field where they can enter it. I'm trying to think of a way to make it so that the free text field only becomes mandatory in case the lookup field was not filled in.
Notify other users when Notes are updated
Hi there, In my Zoho CRM system I've set up email notifications to alert other Users when a change is made to a Potential, to keep the whole team up to date. My problem is that I can't find a way to include the Notes section in the information that gets sent by email. Is there a way of updating other users when a Note is added/changed in a Potential? Many thanks, Chris
How do I sync Zoho One CRM Vender records to my android phone contact list?
I am trying to get vender records to show up in my android galaxy caller id and call history. Zoho Help directed me to do the following: In Zoho CRM market place, I have set up a sync between CRM contacts and Google contacts. On my Samsung galaxy phone I have set up a sync between Google contacts and the native Samsung contact app. Both syncs work Now my phone caller id shows the contact info for incoming and outgoing calls. The issue is this: I can't find a way to sync the Zoho CRM Vender list to
Analytics - Word of the day #6
CRM analytical reporting describes reports run within a CRM system that provides specific insights on customers, such as buying trends, customer demographic snapshots, multi-dimensional analysis, and period-over-period comparisons. Here's a knowledge base article on Data Analytics in Zoho CRM Watch a video on getting started with Analytics (Reports and Dashboards) modules of Zoho CRM. Previous 'Word of the Day': Deals Next 'Word of the Day': Quotes
CRM Calendar no longer syncs with Google Calendar
I have had my Zoho CRM Calendar set up to sync with Goggle calendar for the past year and it has been working without issue. Suddenly for no apparent reason, it no longer syncs and there is nothing I can do to get it to sync. I have not changed any google or CRM settings. I tried to deactivate and set it up again, but it is useless. it syncs some random items from Zoho CRM to Google. It syncs nothing from Google to CRM. I got a notification from Google telling me that Zoho now has access, but
Zoho CRM API version 2 - Do Refresh Token Expire?
Do refresh token expire in Zoho CRM API version 2? Access Token expire after 3600 seconds (1 hour).
Using Headers to access CRM data with Classic ASP
Hi, I am really struggling with the API documentation. We collect a lot of data on clients in our own website and want to update CRM with this data. As a starting point, simply adding a new website registration as a Lead would be useful. What we want to do is simple: 1. User registers with our website 2. When registered, the website sends off a search request to CRM. 3. If that search comes up with no matches, we Insert a record as a Lead The site is based on Classic ASP and I would like to do this
My custom persistence not working.
Hello, I have followed the documentation to implement my own custom persistence class but it's not saving the access token in the database. the class path is as the following: file: App\Crm\ZohoCRM\MyZohoOAuth.php class name: MyZohoOAuth my configration array $configuration = [ 'client_id' => env('ZOHO_CLIENT_ID'), 'client_secret' => env('ZOHO_CLINET_SECRET'), 'redirect_uri' => env('ZOHO_REDIRECT_URI'), 'currentUserEmail' => env('ZOHO_EMAIL'),
Custom Function Question - Create record, record name
I'm trying to create a custom function that creates a new deal from a custom module record. Only thing i don't know how to do is, program the function to get the deal name how we want it. We are an insurance broker and we use a custom module to manage the life cycle of a policy. When a policy is getting close to expiring we want a new deal created with info from the custom module captured in the deal. I've been able to get this working how I want it using zoho.crm.createRecord function and mapping
Custom HTML email template - head & gmail
Hello, A designer is creating a custom email template for us, but when I insert the HTML in a Zoho email template, we see that Zoho alters and deletes certain elements of the code. Especially the Head is negatively impacted, which causes the email to look very bad in Gmail. We would expect that a professional CRM tool can handle custom HTML templates, and, does not delete random elements of our template. Is there a structural fix for this issue? And can we make sure that the HTML head does not get
Next Page