Zoho CRM campaign vs Zoho Campaign
Hi Perhaps can anyone else tell me how is the difference between Zoho CRM campaign and Zoho Campaign? Can I use Email campaign within Zoho CRM and how can I do to? Please help me sort this out.
Zoho CRM API
Hi, I am trying to insert record to a custom module. I am using the C# SDK. Where can I find the sample code for it? I don't see enough discussions for insertRecords in v2. Can you please provide a sample code?
Serverside Java SDK .in domain support
I have been trying to access OAuth APIs using Java SDK. Adding .in domain support in iamURL, apiBaseURL and domainSuffix is not working. So is there a support for .in domain or not? Also if not, any timeline for release?
Zoho CRM Accounts - Invoices - Products Modules
Process 1. Create New Invoice 2. Choose the Product (items) in Invoice then save. 3. Those saved Product (items) display in Accounts (As Relative, Associate, or something). 4. Display Field for Product (items) in Accounts is Product Name Invoice Date Product Installed By (This may be custom filed in item) Quantity Thanks Thet Kyaw Linn
Change record to READ-ONLY given a specific field is filled?
Hello, we would like to know if there are any ways of controlling the access right to a record by a specific field in the same record. Problem Description: We now have a custom module called "A", which it is connected to Zoho BOOKS using Deluge Script.
Error when trying to add to campaign from contact list view
When trying to add contacts to a campaign from contact list view, it allows you to go through the filter but when you need to see more than 10 results, there comes an issue and it kicks you out of the process. Need to address ASAP.
Is that a technical problem?
Hello Zoho experts, I hope you're doing good. We have been facing a problems these last two days with no solution, I don't if it's a technical problem that everyone's facing or just us! It is related to the sales order module, products details. When our employees adds a discount, the tax sections becomes unchangable, we can see the symbole to edit it but when you click nothing happens. There are a lot of products that sometimes has a tax on them and sometimes not, and everytime we would like to
Mass Import Items with image in Zoho CRM products Module
Hi - I need to import hundreds of items in Zoho CRM product modules with each item has product image .I have xls sheet where each item with details and respective image url . So far I am aware it is not possible using direct import option in zoho CRM to import image as well. I don't want to go each item manually to upload images . Is there any way to do it automatically ? Thanks for your help .
Product's details section.
Hello experts, I hope you're doing well. We just had a problem concerning product's details section. As you can see, it only has one discount level and we actually want to customize it by adding another discount's levels ( for agencies as intermediates, and final costumer...) I've heard that we can do it via Zoho books, but I literally have no idea even though I have searched. Can it be customizable? thanks!
Encrypt subform fields, encrypt more then 5 fields per module.
We need the ability to encrypt subform fields. We also need the ability to encrypt more then 5 fields per module. Why would limit the number of fields you can encrypt to 5?
Installing Composer
Hello experts, I'm trying to install the composer so I can use the API but my problem is that my website is in a hosting and I don't have access to install the composer. How could I solve this to be able to use the API?
Adding Potentials via the API
Below is the code I'm running to add Potentials using the API. It worked prior to Dec 1st but now does not add the potential even though a successful completion code is returned. I'm thinking this has something to do with stopping support for SSL, but I'm not sure why this code would have anything to do with that. I did create a new authentication code. If I paste the URL string created from this program into the browser, a new potential is added so I know the string is correct. Here's the code:
How to add an activity and note associated with a contact-id via the Zoho CRM API ?
I checked the documentation in this link: https://www.zoho.com/crm/developer/docs/api/insert-records.html But, I am not sure what attributes/fields to pass to create an activity and note associated with a contact-id in the CRM. Could anyone help us with the API Documentation for those two: inserting Activity and inserting Note for a contact ?
Campaign based on Account membership
We would like to create a campaign for contacts. The criteria of this campaign is any contact who's account has a 'contract expiration' within 2 years. I can't find a way to filter contacts based on criteria of the account they are associated with. This seems like a very very basic need but i can't come up with a solution. Please help!!!
Books
I am under the impression that if you are using books that if you create an invoice it should show up in the CRM when you click on a account then invoices, this is not happening... Any ideas
Show contact title in Accounts
Is the feature to show a contact job title in the accounts tab no longer available? It used to be available to do in the old version of Zoho!!
Drip Marketing
I need to be able to create a Drip marketing campaign, using the workflow to assign a series of emails that would be automatically sent out, over a period of time, once a stage is achieved, or a campaign is assigned. Example: I input a new contact which triggers 5 emails to go out as follows: 1. immediate email welcoming them to my company 2. 2 weeks later a follow up email 3. 4 weeks later a reminder email 4. 2 months later a did you forget me email 5. and finally a give me a call
Add 2 additional contacts with their own information from a new module to deals
Every single customer we have (accounts) has their own contact just as is typical within CRM. We are a shipping freight company. We truck deliver freight. The shipments (deals) are facilitated by the brokers that the broker pays us for. So the broker is our customer. The shipper and receiver are not our customers, but they are part of the deal. But we don't want a stockpile of contact data that belongs to the broker in our contacts. So, each deal record needs to have 2 additonal contact records
Custom pick list for web form maintain my "default value." I cannot get rid of or rename "none" value.
Hello, I'm creating a webform for a Mexican (Spanish) landing page. I was able to create the custom pick list. However, I have two problems. 1. I need my default value to be "Elige tu ubicación" which I did set as default in the system. I noticed when I go to the web form itself, it automatically appears as a field but "none" is the default value. If I delete the field and then drag it back in, "Elige tu ubicación" is now the default. If I save the form, "none" is the default value again. This
Formula field, Data values to numeric value
I need to write a formula that will take a data field value from picklist assign it a numerical value and update the formula field with that value (score)
Functions Version
Hello, Checking the new version of Zoho Creator, I noticed that we start having code versions for functions. This is an important features on each software product, which I highly insist on adding it to Zoho CRM also. Looking forward to your reply.
Extended Mail Merge Fields
Is there a way to create a template that will take mail merge information, and "reach" somewhere else for the input? We have a custom module that contains many fields of information for each record. The record is an object we are selling with the fields being attributes or features of the record. The fields within the record are very short, basically describing a SKU. We would like to create a template that allows us to create a proposal of the record to send to customers. The template record ID
200 alerts per day — ridiculous!
I was really hopeful that Zoho was going to fulfill my CRM needs — but the more I evaluate the product the more it seems like nickel and dimeing. I'm on the Professional tier which I hoped would provide me with the firepower to at least run some basic automation. As I found out yesterday, simple date-based workflows are not included in anything but the top (Enterprise) tier. Just now, I received a system generated email to announce that I have reached "80% of my daily alert limit" — which is apparently
Create customized Deal/Potential/Lead from Email Parser
Hi, trying to create a potential (which is a copy of the original potential with lot's of modified fields) by using the Zoho Email Parser. But the customized modul is not shown at all. Secondly I tried to use the lead module in Email parser, but the modified lead modul is not shown I can use only the values from the original one. Does anybody have an idea how to fix this? Regards Peter
Tracking the Value of Individual Products Sold
Any best practices or suggestions for tracking the value of individual products sold for won opportunities when most deals include a package of different products? Context: - we have about 20 products, in 5 different product categories - the products themselves don't change very often, but the prices for each product may change in a given deal - our business is content-driven, so the products are things like "article" or "video" or "infographic" - although not sure that matters. - we have all these
How to know lead ID
Hi, I'm developing a WooCommerce plugin for Zoho CRM, and I'm stuck in this question: I want to do a lead -> contact conversion when a lead purchase something trough WooCommerce. Have looked in the API documentation and I must send the Lead ID in the API call. How can I retrieve the ID of that Lead (I just know the email, first name...)? Thanks in advance.
postman cannot get response
I'm trying to get zohocrm data with postman.But I have some problems in practice.This is a screenshot of my operation in postman. the client_id & client_secret is right.I got the code from self client.I entered the request address, but I couldn't get the data.
Expired Date Calculation - Purchased Date + Packages
mp = Map(); mp.put("Packages",expdate); mp.put("Expiry_Date",installdate.toDate().addDay(expdate)); update = zoho.crm.updateRecord("Accounts",accid.toLong(),mp); info mp; info update;
A 360 degree view of sales automation with Zoho CRM
Sales automation frees up your sales reps' and managers' time by having the software take care of frequent tasks they'd otherwise have to do manually. Setting up the whole thing in your CRM might be time-consuming at first, but in the long run your business, sales team, and bottom line will benefit from it. Sales automation: Increases your sales reps' productivity and performance Prevents errors in your sales process and speeds it up Reduces turnaround time, allowing you to deliver good customer
Using keyboard to enter a comment in a case and lack of keyboard short cuts
In Cases, if I want to enter a comment (not a note), I used to be able to press the Tab key then either enter or spacebar to submit the comment. Something changed a few months back where I now have to use the mouse to hit the Check mark icon. Any idea on how to do this with the keyboard? My biggest problem with Zoho CRM is how dependent it is on the mouse. I feel like every time I have to reach for the mouse, it is lost productivity. I want to keep my fingers on the keyboard as often as possible.
Issue with downloaded Probability Reports
When I conduct an Excel download of my Deals Proability Reports, which include "amount" and "expected revenue", my amount and revenues are not downloading as "numbers" and as such I have to individually convert each cell to a number in order to run my calculations. Is this a Zoho problem or am I missing something? Thanks.
Calculate Age with D.O.B
Create Custom Field D.O.B Then grab the Formula Field as Age Put the formula as follow Datecomp(Now(),${Contacts.D.O.B})/(60*24*365)
データサービス【2019年11月21日（木）無料セミナー＠東京】 【あと1枠】【日常業務基礎編】 使い始めでくじけないZoho CRMの使い方 ～分からないままになっていないですか？その機能～
いつもありがとうございます。データサービスです。 11月21日の日常業務編のセミナーです。 大変ご好評いただきまして余席があと１つとなっておりますが、 こちらのフォーラムをご覧のユーザー様に是非ご案内したく投稿させていただきました。 是非お待ちしております！ セミナー詳細 お申込み ------------------------------------------------------------------------------------------------------------------------------- 8月に開催したCRMのちょっとした便利機能紹介セミナーを、11月にも開催することになりました。 開催後、 「このセミナー、他の人に紹介したいのですが、もうやらないんでしょうか？」 「8月の会は日程が合わなかったのですが、他の日程は予定してませんか？ といったお声をいただきまして、11月に同一内容のセミナーを開催することになりました。 ありがとうございます。 弊社は、Zoho CRMの導入に関わる中で、これまでに数多くのZohoユーザー様とお話させていただきました。
Converting quotes to sales order
Hello, I have two problems at the moment with converting quotes to sales order: 1. The button 'Convert' which was at the top right corner inside a specific quote, is not there anymore. And even before, when I got into deferent quotes, sometimes I would see it and sometimes not. 2. When I used to see the button, if I would click on in, it declined me due to insufficient permissions, although I have all the permissions I can have. Can you help? Thank you, Natalie
Auto Update Potential Amount
Is it possible to auto update the Potential amount from the Grand total in the Sales order? If so, how can i do this? I was able to set this up from the Quote, but can't seem to fiugre out how to do it from the sales order.
Zoho Twilio Recording - Link Recordings in Different Module
Hi, Right now we have Twilio with recording enabled for both incoming and outgoing calls. The problem is that we can only view the recordings in the contacts module where the caller's information (property owner) is housed. We want to have links to all the recordings in the "Properties" module. Each property is assigned a contact and we would like to have the recordings viewable in the actual property module that the contact is assigned to.
Change text of a button
Hello, is it possible to change the text of a button who appear in a blueprint? It is mark "ENREGISTRER" in French but I would like to replace it by OK, it would be more comprehensible.
Creating a workflow for automated follow up after X days
Dear Zoho Support Forum, I am a Professional plan customer. I am trying to create a workflow which should trigger an email X days (5 in this case) after lead creation in the event that a custom field (Response?) is not selected. It looks like this: The automation / workflowI accidentally deleted the test workflow I tried to create using my own account, and the minimum post-creation time option is 1 day — so I will not know if this will run as expected until tomorrow. I had read that date-based automations
How can I add multiple contacts to a project in Zoho CRM?
We are a consultancy business that manage major projects worldwide. On any project we might have up to 10 key contacts that we deal with. When I add a contact to the CRM, i have added a lookup field that links with the projects module. However, this only allows me to add a contact to one project? We may have a key contact who works with us on various different projects and I need the system to show this information. Is there any way of doing this?
Supporting lead’s language
Is it possible to have a language field in lead’s account. I want to be able to send mass email based on the prefered language of the lead.
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