Desktop Notifications for Zoho CRM SalesSignals/Email Insights
Does anyone know if there is a way to enable browser-based desktop notifications (e.g. chrome browser desktop notifications) for Zoho CRM? I'm particularly interested in notifications for the SalesSignals/Email Insights. I see the in-app alerts in the top righthand nav-bar of Zoho CRM, where it will show all SalesSignals/Email Insights (email opens, clicks, etc.), but desktop notifications seem to be missing. Desktop notifications are a vital feature for our team does not live and breath in CRM every
ipad app shows outdated info
I deleted the sample data that came installed with CRM. I deleted it via the desktop browser. Unfortunately, the ios app still shows the old sample data. Why does it not update?
Reorganizing the Tags in the new CRM layout
Hi all, I was wondering if anyone knows how to go about bringing the 'Customer tags' to the top of the page, rather than being located at the bottom left of the menu?
General Zoho question
Forgive my ignorance as I am new to Zoho. I want to find out if Zoho can fulfill my use case for my business. 1. I am looking for a CRM that has a robust mobile app. 2. I want to be able to call a lead via the mobile app and after qualifying them send them one or more templated emails via the app. 3. I want to be auto-reminded to follow up with the lead 4. I want to add the lead to one or more email drip campaigns. (That they have opted into) Other nice to have's A. Adding the lead to a text drip
Attach an image to Zoho CRM Lead?
Is there a way to attach an image to a CRM Lead that is stored on the cloud? for example picasa web or evernote?
Coloring modules for personalizing Zoho CRM's UI
Hi Zoho Team, I understand that we can have theme colors setup in Zoho CRM. There are certain threads too on coloring the filed based on the selected values, and differentiating tasks/events based on their respective category's color. However, what about giving flexibility of coloring each module with different color? I could not previously see this posted in the community. Can this also be considered as a request? Regards Muhammad Usman Khan, Dubai, UAE
How to show accounts with no entry in CustomModule?
So we have a CustomModule2 which is related to Accounts (There is a Lookup with Account in the Custom Module) Now i need to have all Accounts listed without a link between these Modules. Is that possible?
Merge CRM details into quotation or customer offer
Hi I am trying to find the best solution to populate a prewritten template with customer details from CRM to word or other, and then link that to the customer record. Can I please ask for a suggestion on whats the best way, either internal to Zoho, OR a paid app. Thanks Michael
Sorting in Kanban Board Extension
I love the new Zoho CRM's Kanban Board extension from the Marketplace! It became my default page for Zoho CRM! I use Zoho Projects but what I find super useful in CRM's Kanban Board is that I can visualize all my Deals by stage but even more importantly, have a cool overview of all tasks related to the Deals. Before discovering this board, I would manually copy them to Zoho Projects. Now I don't have to! I created workflows which auto-generate tasks based on a custom Deal stage. It is awesome to
Synchronise account products from Books/Subscriptions to CRM
Hi, The company I work for uses the Zoho One suite. We're pretty invested in Zoho CRM, Zoho Books, Zoho Subscriptions and Zoho Campaigns. For our Campaigns it is important that we send e-mails based on the products our customers use. Our best source of 'who uses what' is Zoho Books (or Subscriptions), since we send out invoices for the products our accounts use. Here's where I have some problems: 1. How can I update the accounts I have in Zoho CRM with the products the accounts get invoiced for
Zoho CRM Webform Styling ERRORS
Please, for the love of all things holy can some look at the form style errors that are hard coded into your forms code. Ridiculously, the form code has 2 columns, but only uses one column. A rookie error that should be addressed.
Mail Merge Not Working
Print preview works, but unable to run mail merge from any module.
Please remove field limits!
I'm not sure why you have field limits. I vote for you to remove them all together!
Need A Solution To Track Cold Calls
I buy cold call leads. I get 2000 per month from the lead service. I need a way to set up a filter so that I can see which ones of them I have called so far. I noticed that Zoho CRM does not allow us to filter leads based on whether or not they have an outgoing call. The best solution I can come up with is add a checkbox field for "has been called" and then set up a workflow rule that will check the "has been called" field once that lead has been called. I can then filter the leads based on that
Rename default fields in Zoho CRM
Hi, I'm setting up Zoho CRM for an Australian company. They are perplexed by the names of the address fields, e.g. "Billing Province" (we would call it Billing State) and "Billing City" (we would call it Billing Surbub). I would like to request that these fields be unlocked so that I can change their names. It is annoying and time consuming to have to recreate all of the address fields using more appropriate names. cheers, Jeremy
Extension Pointers #2: Fetching contacts from Google into Zoho CRM
Contact management is a key feature for handling your customer relationships effectively. The process of gathering as many contacts as possible can give you an upper hand to create more leads in your Zoho CRM account. In our previous post, we provided
Currency Code missing
Hi, While building a custom templates, the Currency Symbol (€) is available as placeholder. I can't find the Currency Code (EUR) placeholder in the list. The currency code, for example, is available in "Sub Total with Currency Code" placeholder (%InvSubTotWithCurrCode%). Am I missing something ? if not, it would be a nice addition. Regards
Products Quotation Markup
We are creating proposals for our customers. So our numbers change each project, but the "Products" are the same on each proposal (installation, Product, Etc.). I want my sales team to generate a quotation, plug in a "Cost" and have Zoho markup that cost automatically. I DO NOT want to create a new product for each project. I see there is a "List Price" and I can enter that. However, I need to enter a cost and have Zoho Markup the price to a specified %. Is this possible? Currently we are
"Search" in CRM does not work, also some other ZOHO-modules (like ZOHO-books)
Hi there, as mentioned above, when we search for a customer by typing the first letters in CRM, the customer is not been shown but the contacts are. Also some modules do not work, like ZOHO-Books. Am writing from Germany.. Cheers, t.
Help with Workflow Rule - field update - Created.date + 30 days
Hi, I have a custom field on Leads named "EndSubscriptionDate" I need that EndSubscriptionDate value will be lead's creation date + 30 days. I've tried to create a Workflow Rule https://prnt.sc/rdokqn In this field update I want that the value will be Created.date + 30 days. https://prnt.sc/rdokzl Please help Yair
CRM: Data Enrichment - values for Industry?
I am using Data Enrichment in CRM to bring in data. I want to be sure that my 'Industry Type' field has the proper values in CRM so that that data point can be brought in. Does anyone know the list of values for Industry Type, or where Zoho pulls this data from?
App Spotlight: Commercient ExactOnline for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Commercient ExactOnline for Zoho CRM Connect your Exact Online ERP system with Zoho CRM to sync data without manual data entry or the risk of human errors. Get the app here Business needs Having all of the information that’s important to your accounting team and the sales department in one easy-to-access place is necessary to boost efficiency and internal collaboration between
Many-to-many with contacts and accounts (or custom) module also possible with email?
Hi there. I have one very simple core functionality requirement from Zoho CRM. I am trying to test it out to see if it is possible and I have failed so far. I need to associated contacts with accounts (or happy to create a custom module if needed) on a many-to-many basis. Imagine "accounts" as projects... we have multiple contacts (individuals) on some accounts/projects and some contacts (individuals) have more than one account/project. However, we want to be able to view email associated with an
Subform
How can i fetch data from a subform, and map it. i tried multple ways from what i could find in the community but cant seem to make it work for subforms My Module name is "CustomModule1" My subform name is "Pièce détaille"
Automating the update of a formula field involving the use of "Datecomp" and "Now()" functions.
So some background: We have a module where we store info on loans borrowed. This module has a field called "Days until debt is due", and this field works by calculating the difference between the current day (indicated by the "Now()" method), and the date the debt is due. However, I realized that for records in the CRM, any field involving the use of "Now()" is not dynamically updated so it reflects the current day. "Now()" only updates when the module is updated. After some googling, I got around
Recent updates: Execute lead conversion mapping in Sandbox and Attach files from Zoho WorkDrive
Hello everyone, We have introduced the following enhancements in Zoho CRM: Execute lead conversion mapping in Sandbox: Lead Conversion Mapping can be first executed in Sandbox to ensure mapping across the modules is done correctly before deploying to the production account. The fields from the Leads module can be mapped with the respective layouts in the Contacts, Accounts, and the Deals module. Once you are sure with the mapping you can deploy it in the production account. Please refer to the help
Default Price Books
Does anyone know if it's possible to select a price book once for a quote. And then when you select products, it will pull pricing from the price book? Right now, for each product I select, I have to click the price book icon, and then select the price book. If i'm generating 10 quotes a day with 10 line items, that's a lot of clicks! I wish I can click select the price book at the beginning and then just add products from there. I know you can do the Zoho Book integration, but it doesn't have a
Record Owner Id from zoho.loginuserid
Hey, I'm trying to set the owner of a new record as the current logged in user, using this: data.put("Owner",{"id":zoho.loginuserid}); I'm getting an error that the id must be long (type), but there doesn't seem to be a proper way to convert it (from string). I'd appreciate any help on this matter. M.
Date/Time issue
Hi, I have a date/time field in my Deals called “Move to Research” – the date shows be the 9/3/2020 in the record. However when I use this as a merge in an email template it’s showing as 3/9/2020 (US Style MM/DD/YYYY) for some records and 3/9/2020 DD/MM/YYYY in others. Why is it doing this, and how can I fix it?
Moving Address Values from "Other" to Empty "Mailing"
I synchronize my contacts from Gmail. Some contacts' addresses went fine into "Mailing" part but some - to "Other", leaving the former empty: I assume there could be a custom function to move all corresponding "Other" fields to "Mailing" if "Mailing" fields are empty. It would need to run on all contacts. I tried figuring it out in the automation but failed. Could someone help out, please?
Search in crm
Since this morning search field in zoho doesn't show results. Zia doesn't show any result for a query. Customers are not found, contacts are not found etc.
Lists don't match between sync with campaigns and filter in prospects
I am building an e-mail list out of Leads/Prospects module using a tag. When we filter in the module for the tag, e-mail field contains data & opt-out not selected that saved filter should match the list in campaigns after is was synced. I have 4 different filters and 4 different list with 4 different syncs. None of them match the count that I get directly out of the module. This holds true for both Leads/Prospects & contacts. What am I missing?
Zoho Event and Outlook Event Mapping
Hello, I was wondering if someone has experience with integrating Outlook/Microsoft 365 and Zoho CRM. I understand how to configure the integration as well as synchronizing the two applications' calendars. However, we have recently decided to make 'Event Purpose' and 'Event Type' mandatory when creating an event in Zoho. The vast majority of our users prefer to create the meeting/event in Outlook. I understand that an event can be created in Outlook without these fields, then edited in Zoho. However,
Update contact using V2 API failed
Getting an error while trying to update Contact using V2 API. ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'The given field is not present in this record - id' code Snippet ZCRMModule moduleIns = ZCRMModule.GetInstance("contacts"); //module api name List<string> fields = new List<string> { "Last_Name", "Company", "Email", "id" }; //field api name BulkAPIResponse<ZCRMRecord> response1 = moduleIns.GetRecords();// get Records with cvId, sortByField, sortOrder,
Internal Server Error on GET https://www.zohoapis.com/crm/v2/Events
When I try to get: https://www.zohoapis.com/crm/v2/Events?page=729&per_page=1&fields=$recurrence_id,Recurring_Activity response from API is: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" } But request without Recurring_Activity field is ok. Sample: https://www.zohoapis.com/crm/v2/Events?page=729&per_page=1&fields=Recurring_Activity { "data": [ { "id": "333359000009811735", "$recurrence_id": "1341072000000"
Loop Problem
how to do iteration only using start date and then store the dates in a list?
How to set up an Affiliate Portal?
Hello! I am wanting a step by step guide for making an affiliate portal. My business relies heavily on affiliates and partners outside of my business being able to track and see the progress of the clients they refer to my business. Can anyone point me to how to set this up. I have seen the client portal, but I did not see how to set that up for affiliates.
Field locked
Hi, Some of our users see the 'Lead Status' field as read only, even though the permission set to Read&Write and it's a mandatory field. These users are with Standard profile and should have the option to edit that field for their own leads (created by them). Can you help? Thanks, Natalie
Deluge Script Editor does not work for related lists custom functions
Hi, I'm currently trying to write a custom function for a related list. Unfortunately the deluge script editor doesn't seem to work properly for me. It won't let me save the script. In builder mode, it doesn't even show the buttons for saving / executing. In free script mode, it displays buttons but once I click "save", it will display "Saving..." and won't proceed. Steps to reproduce: 1. Add related list 2. Select "custom function" 3. Provide name, description, argument (any values will result in
Attention to People using Custom Functions!!
Hello and good day to you folks!! We are excited to introduce our new Version 2.0 APIs, which are also supported in custom functions. As a result of the update to Zoho CRM Version 2.0 APIs, the CRM’s Custom Function Integration task, which allows you to perform automated tasks in CRM, has undergone some modifications. The zoho.crm.create() integration task will be renamed to zoho.crm._create() progressively. This change is being made by us, to differentiate version 1.0 from version 2.0 APIs. The
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