Auto Populate Fields based on a trigger
Hi All! Here is my question and I hope im not duplicating anyones efforts (I couldnt find an answer/solution). I want to see if its possible to autopopulate fields in the LEADS module based on a trigger/selection (could be checkbox). We have two sections: Project Information Billing Address Both have the following fields Address | City | State | Zip Code Sometimes these address can be the same or they can be different (primary residence or secondary residence) Is it possible to pull the information
Calculating Age from Date of Birth in Zoho CRM
Namaskaram, Check this link to get a knowledge for Calculating Age from Date of Birth in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Suggestion: On workflow failure have a fallback setting
There are always lots of issues with workflows not triggering for one reason or another. It would be great if there was a default error action option for failed workflows. EG: Send cliq message to admin with details whenever a workflow fails for whatever
Lead in ZohoCRM phone app, but NOT in desktop site.
Hi. I recently exported 526 records/leads into a csv file successfuly. However, I notice that when I go to my leads in the CRM desktop, they are not there! Also, I notice that those same exported leads that are not on my CRM desktop ARE in my CRM Phone app. I need them back in the online desktop site. How do I get them back? And why did the export take them out in the first place? Thank you!
Multiple owners for an Account
Hello, We have a project for the implementation of Zoho CRM in a small company. We have a mutlti department segmentation. It means that a customer (an account) can get several Account owners. The only (bad) solution seems to clone all accounts : Customer 1 / Account 1 - Account manager 1 Customer 1 / Account 1 - Account manager 2 Do you see a more efficient solution to handle that ? Maybe by using the Mother Company ? Mother Company --- Customer 1 / Account 1 - Account manager 1 --- Customer 1 /
Temporary downgrade to free
Hi, we need to downgrade from professional to free for a couple of months, will any information be lost when we to upgrade back to professional later on again or will the downgrade influence the data structure resulting in any data loss?
How do I remove contact from mailing list based on CRM status?
I have a status dropdown field in my leads module with a selection labelled "Denied". Once I've set this field to denied, I want the contact to be removed from my mailing list. How do I do that?
[INVALID_REQUEST_METHOD] error when uploading an attachment with the REST API
One of my clients is experiencing an issue when trying to upload an attachment to one of his Deals. I was able to reproduce by uploading a simple text file to a Task object in the test account available to me. The error that we are encountering is the below: [INVALID_REQUEST_METHOD] The http request method type is not a valid one. What makes this confusing is that the documentation for the pertinent endpoint indicates that POST is the appropriate HTTP method for the request ("https://www.zoho.com/crm/developer/docs/api/upload-attachment.html"),
Can not find setup > channel > telephony in developer edition
Hi all, I have registered Zoho account and sign in https://developer.zoho.com/crm, but in setup > channel I dont see telephony, how to enable this setting? I want to test integrate phonebridge with our customer PBX Thank you,
Send Multiple Quotes in one E-Mail without exporting PDF
Hey, as we do offer several packages, we normally have 2-5 Quotes per Deal. Currently we export all but one via PDF and attach them manually to the generated E-Mail. Is it possible to send all quotes from one deal automated in one E-Mail?
Create Payment APi in inventory failing
Hi, I am following your API documentation to record a payment against an invoice and mark invoice as paid but the API is not working. https://www.zoho.com/inventory/api/v1/#Customer_Payments_Create_a_paymentI I have the below json parameter {"JSONString":{"customer_id":"2058964000000074031","payment_mode":"cash","amount":105,"account_id":"450000000000353","date":"2019-10-31","invoices":[{"invoice_id":"2058964000000093105","amount_applied":105}]}} code: parameters = Map(); invoicedetails
Module - Word of the Day #1
In Zoho CRM, data is categorized into groups or divisions based on similarity. Each division that has similar data is called a "module". For example, 'Leads' is a module that contains all your leads' details. Contacts, Accounts, Deals, Quotes etc. are other examples of modules. In Zoho CRM, modules are of two major kinds - default modules and custom (or user-generated) modules. All these tabs (red underlined in the screen grab above) that you see in your Zoho CRM top header, are different modules.
Contact : Set conditions on 2 lookup field
Hi, would like to hide or block a lookup field if another lookup field in the same module is filled. See bellow an exemple : If ```Account Name``` is not empty i would like to block or hide ```Fournisseur / marques``` and vice versa. I cannot find the way for doing it. Thank you in advance Kind regard Delong
Create an event automatically based on a custom field date
Hello, I need to add events to my calendar automatically based on a custom field in my potentials which is a date. In our potentials there is a field for the "delivery date" and we need to automatically add this date to our calendar in google, so I guess the best way to do so is to create a workflow rule that triggers an event when the "delivery date" is not empty or modified. Thanks for your help.
Transitions in Pipeline Not Working
Have been having issues with transitions in CRM. When I click to transition a deal to another stage, the system won't update the stage to reflect the transition. I'm thinking this may be linked to the pipeline not being linked? Any feedback would be helpful to look into. Thanks!
The crm homepage should be updated
For a potential customer, I rediect him to the crm.zoho.eu homepage to log in. He couldn't and found out the reason: For some reason this page look very old, and there is no way to login... even signin up doesn't work. (see the grey area). evem reloading multiple time of using Firefox, Brave or Safari gives the same result. Please also note at the bottom of the page, phone and fax number still have the placehold :-/ Please update the page, it give a very bad impression whan I have to make a demo.
Zoho CRM - Transitive workflow (2nd workflow triggered by the 1st)
Hello, Is it possible to have "transitive" workflows? By "transitive" I mean: 1. workflow updating a field in associated module (e.g. Calls -> Contacts) 2. workflow updating a field in the same module which is triggered by the first workflow. Example: Create a call with subject: test 1. workflow triggered by "create or update call" with "subject that contains test" -> update corresponding Contact's "additional zip-code" 2. workflow triggered by 1. workflow update -> update Contact's Status to "blah
Tags Moved in New Views
In the newly deployed view (which I do like) the tags are moved to a very awkward location for setting and viewing ... it wold be nice if the tags showed up near the heading(?) as was previously the case. I honestly thought that they were gone when I was trying to set tags this afternoon until I went to the Old Version.
Getting a Multi Lookup from a converted Lead
Hello to you all, I was trying to retrieve "Multi-Select Lookup" from a converted lead, how can I do that? I have to retrieve the converted lead JSON and acquire multi-select lookup and map/ update the data into a related record in a different module. Thanks Note #1: "https://www.zohoapis.com/crm/v2/Leads/search?converted=true&criteria=(id:equals:" + id+ ")" didn't work
Bug: New Look Record Details Page > Quotes > Each Line Item Description
Minor bug with the new records details page. We generally have a few lines of description within each line-item. Summary: Unable to move the cursor via keyboard up or down to text lines above or below. You can arrow (using keyboard) left or right but can't arrow (using keyboard) up or down. You can to keep clicking with the mouse instead. Steps to reproduce - Open new look Quote Record - Edit record - Go to a line item and paste several lines of text - Click anywhere within the lines of text and
Kaizen #24 - CORS and the JS SDK
Hello everyone! Welcome back to another week of Kaizen! In this post, we will discuss the Cross-Origin Resource Sharing (CORS), and how it is used in Zoho CRM's JS SDK. What is CORS? Cross-Origin Resource Sharing (CORS) is a mechanism that uses additional HTTP headers in requests to allow web apps running in origin A, access to selected resources in origin B. The below image depicts how CORS requests are served in a browser. Here, in a web document hosted in domain-a.com, the main page, the layout
Stopping and Restarting Backups
Hello, Our company currently has two backups run a month. The next one is slated for March 31st but I need one before then for a project. I have tried to figure out how to buy one additional one but I cannot seem to accomplish it. Does anyone know if I stop the backup now if I can get one right away and then restart the backups? Thanks! Tonya
Why are emails sent to client from a CRM user visible to all other CRM users?
Zoho has quite sophisticated settings to set up users within Roles and Groups to control what data users can view or edit. This has enabled us to have separate departments on Zoho only seeing the data that they should see. But there is a big problem (for us) because if a user from one department emails a client (using the CRM) then all other users in any department can see that email. In short there is not privacy settings at all for client emails - all users in your organisation will see all emails
Timing of revenue for forecasts and reporting
Hi, We are a small media/advertising sales business and we sell advertising campaigns which may run over multiple months/quarters. We are using CRM to track our Deals but we are having trouble with when revenue is displaying in reports/forecasts. Currently (as I understand it) the Forecast function and reporting shows the revenue when the Deal is "Closed Won". We need the ability to defer this revenue and allocate it to specific months. For example we may close a deal ($5,000) with an Advertiser
Invalid Ticket ID 4834
For my calls to insert contact records i get this error response. Does anybody know a solution to this problem? <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/insertRecords"><error><code>4834</code><message>Invalid Ticket Id</message></error></response>
frontend customer purchase history and invoice
hi! I am looking to provide customers with their purchase history as well as their invoices from zoho. Is there a way, perhaps a unique link for each customer, for them to check their history right on zoho?? Thanks!
Contacts template suddenly started using Mailing (address, city, etc.) rather than Billing
Our Organizations template has fields where, for the address, we've been entering "Billing" details (address, city, etc.). And we would then create Contacts off of that Organization, and Zoho CRM would carry over all of those Billing address fields. Suddenly within the last hour or so, our newly-created Contacts in connection with the most recent Organization we've entered no longer show "Billing" - now, although the CRM is still carrying over the address details from the Organization into the Contacts
Cannot delete a lead
Please let me know why am I unable to delete my leads
Conditional Block in Email Template
Hello I am in situation where i need conditional Block in email template. means if Condition X satisfied than Few Lined get added like If(website!="") { // Add few lined of html content in email template. } is this something possible to have in Zoho CRM
Did not subscribe yet, bad support experince from 1st day.
Okay, the only reason I'm writing this is to compensate for the time lost from my life and save it for others. my experience as follow: stated the trial, had issue, chatted with the support, first two time they helped, then started to not understand my requests, giving me "will get back to you", a after I requested a call or conference using voice, first they said after Hour then preferred to chat which last for an hours then now solution, after that they schedule a call for the second day and the
Scheduling Selective Mass SMSes, and triggering workflows based on SMSes sent!
Right now my org uses SMS Magic, and we've used it to schedule mass SMS blasts manually. What I'm trying to accomplish instead though is this. I have a module called "Clients", and in the module I've added a field calld "SMS Type". This "SMS Type" field controls the content of the SMS they receive. 1) I want all clients who have the value "SMS Type 1" in the "SMS Type" field to receive a certain SMS on the 25th of every month! So essentially I want to schedule a mass SMS blast using SMS Magic,
Quick Wins #1 - Sending Emails from the Vendors Module
Hi All We have set up a new video series called 'Quick Wins' to help Zoho users get the most from their CRM and other Zoho applications. The idea for this video series has come about from actual requests and use cases from our clients who needed quick automations or workarounds to help them save time in their business. The walkthrough videos in this series will be cover quick simple automations and tips that you can learn / set up yourself in less then 30 minutes. Welcome to the very first walkthrough
Kaizen #22 - Connections in Zoho CRM
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss Connections in Zoho CRM. In this post, we will discuss the following: What are connections? Authentication types Creating a connection Using a connection 1. What are Connections? A Connection (or a connector) is a simple authentication mechanism to connect your Zoho CRM account with a third-party app. Zoho provides default integration support to a wide range of apps like core Google services (Contacts,
Sort Record - Email Status - Clicked
Is there something that I am missing? It seems so obvious that a user could take action during the sales process based on a lead or contact clicking a email, but I see no way to use this information outside of Reports. Please don't suggest using Zoho Campaigns, I am asking about Zoho CRM. Below are two very specefic examples: Looking through many of your support and marketing pages, they all mentioned "emails clicked". For example, here: https://help.zoho.com/portal/en/kb/articles/manage-email-insights#Monitor_Email_Response_Contextually
Did the 'Deals' module go away?
I am working on putting together workflows for leads, and noticed the Deal module seems to be gone in the latest Zoho version. Is that correct? Are accounts now the only things that can be won / lost?
Prefilled CRM form dropdown and custom email for each value
We are using the webform in CRM, for sending potential new customers a sales-document via e-mail and add the person as a lead in CRM. All the products are in a custom mules called "estates", and on this is a field showing the status (for sale, sold, pending). We are using tags to select the right template, and to show what product the lead is interested in. We made a new form for each product (real estate) and is now facing a limit of the number of active forms available. Is there a way to create
App Spotlight: iQuoteXpress for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. iQuoteXpress for Zoho CRM Improve closing rates with professionally designed sales proposals made with iQuoteXpress, a single sign-on solution for Zoho CRM and Zoho Books . Get the app here Business needs The sales proposal is the most important part of closing new deals, and it has many “musts.” It must be error-free, it must have your most up-to-date pricing, and it must
API Bulk read and write
HI, My database have some problems due to wrong formats in some fields and lost of datas while testing deluge scripts :-( As it concerns "Contacts" and as they don't have email adresses for most of them, I don't have anykey to update from a csv. Thus, I think the only way is to buk read the datas and then to bulk write them. I read the online help (https://www.zoho.com/crm/developer/docs/api/bulk-read/create-job.html) but as I don't know anything about APIs I can't manage to run it. Is there any
How to duplicate a lead?
Newb here. I'm entering basic data for leads I intend to contact after coronapocalypse passes. I assume at least some of the people I'm entering will refer me to others in the same organization who, hopefully, will become my Contact (in Zoho terminology). It seems to me that calls for creating a new lead with all the same info as the old one, just with different name, phone, and e-mail info. If that's true, is there a way to create a duplicate of the original lead, to spare me the hassle of re-entering
Email Opens are Tracked from My Own Inbox
Whenever I open a sent email from within my own inbox, it is triggering a read receipt to Zoho. This is triggering open emails that are not from my client but from me. I am using Gmail.
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