I need to Upload an Attachment in a Blueprint and then send out a notification mail with that attachment
I use Zoho CRM to manage my deal flow. We publish books. Once a client's artwork have been approved it needs to move to the next stage in the deal flow. I created a blueprint "Artwork Approved" that requires the user to upload a pdf version of the final approved artwork to the deal. I then need the blueprint to send a notification email to a number of people that include the approved Pdf so they can action it further. I can send the emails but can find no way to attach the pdf that was just uploaded.
Parsing information
Could somebody help me understand how to set up the parser email? We have built a simple email template which each sales person can send to their client requesting information from the client to ensure we have the correct invoice details stored so we can send the customer a correct invoice. Some of these fields can by auto populated from fields in the CRM. The template requests that the customer fills in the missing data eg additional names to appear on the invoice etc. prior to returning it to
Accounts tab not showing a full list of accounts in the system
Under Contacts Tab, every Account is associated with an Account. However, under the Accounts Tab only a handful of Accounts appear. Why did the initial sync only populate Coacts and not (associate) Accounts. I cannot view all accounts in the Accounts tab. How do I get that data from Contacts (which all company info is accessible through Contacts) over to populate t
Alternatives to WebMerge
Greetings, We are trying to automate all our document creation in Zoho CRM, like addresses labels and other kind of PDFs. The integrated Mail merge/fusion in Zoho CRM isn't good enough since it doesn't allow you to do mail merge in "Accounts" and you can't do either "Mail merge" or "Document fusion" in "Quotes". We found about WebMerge but we wind it really expensive for our needs. Are we not using the integrated merging tool correctly? Is there another software/tool that can do what we are trying
Best Practice for Vendors and Leads that have accounts associated with them.
Hello Everyone, I'm looking for a best practices. I noticed that leads and my vendors were associated to Accounts. Is it best practice to keep them associated or to split them up. Vendors are not really clients. They are people we buy from and dont sell to. And Leads havent bought anything to be considered a client. Just want to know how most people are structuring leads and vendors? Thanks
Creating work orders/contracts - is it possible?
Hi, We are spending a couple of months evaluating Zoho CRM and whilst a lot of the functionality on offer does everything we need it to do there is one major stumbling block we have hit that we cant seem to work around. We create Work Orders/Contracts from a Potential that details the work we will be undertaking for a client. Within the work order there will be a number of line items that needs to record the following information: Description Cost Type - either Fixed or Time & Materials Charge -
Work order suddenly defaulting to account rather than contact
In our business we attach all Work Orders to a Contact rather than to the account. This allows us to look at contact requests and orders, rather than just the account requests. It also pulls contact information correctly when done this way. It has been working fine for hundreds of work orders, then suddenly yesterday it stopped connecting them to contacts and started only connecting them to the account. This is a huge problem for our organization, as now the work order is not able to be tracked
Online quoting with Zoho Apps
Hi all We're looking at using Zoho CRM and we currently use Proposify to deliver online quotes to customers. Is there a quoting app from Zoho that integrates natively that we can look at? There are so many apps now from Zoho it's kinda hard to work out which one you need, but I can't see anything obviously quoting related. Any suggestions ? Olly
How to add more than one company to a client in CRM.
I have many clients that have more than one company but I can only add one company to one client, is there a way of adding more company's to one client please?
Email password not being saved
I am trying to update my email settings. I have a paid account. In the Outgoing Mail Server section I enter a password and press update but no password is saved. This means that authentication constantly fails. A password is saved OK for Incoming Mail Server, but not for Outgoing Mail Server. What is wrong?
Emails
why do we not see emails when you are in activities? it seems like you have to go into contacts/leads to see the emails - is this the way it is or am i missing something? would love to see some more info on tasks/activities. i am super new here!!!! thanks
Last Interaction Time Stamp with Outlook Email
I am trying to figure out a way to time stamp last interaction date and time based on email. We imap outlook into our crm so we can view the emails but can't track/report on it or auto populate a field with a time stamp. Is there a workaround for this issue?
Need Telephony support for Panasonic KX-NS700 PBX system
We use Zoho CRM. Can you please provide a Telephony interface for Panasonic KX-NS700 PBX system. I am looking for autodialing from Zoho CRM. Thanks, Guy Haas TeamEDA Inc ghaas@teameda.com 603-656-5200
COQL DateTime problem
Hi Zoho People, I have been working with COQL the last two weeks, everything was working fina until today when I got this error since I use any operator with DateTime: {"select_query":"select Owner, Created_By Description,Check_In_Time,End_DateTime,Start_DateTime, Event_Title, Check_In_Status, Latitude, Longitude from Events WHERE Check_In_Status = 'VISITED' and Start_DateTime ='2019-04-12T17:00:00-05:00'"} { "code": "INVALID_QUERY", "details": { "column_name": "Start_DateTime", "value": 1555106400000,
custom module lookup
Hi, I'm new to Zoho and I have a question about inserting lookup field via API. Here is my XMLdata: <CustomModule> <row no="1"> {...some other fields...} <FL val="SEID">2123329000000110563(id of CustomModule2 instance)</FL> <FL val="SEMODULE">CustomModule2</FL> </row> </CustomModule> $ch = curl_init("https://crm.zoho.com/crm/private/xml/CustomModule/insertRecords"); But after I run the program, custom module has been added successfully with all the correct fields but custom module2 lookup. The
API Question. How to update *custom* lookup fields through the api
Hi there, I am trying to insert/update records with the API, that include *custom* lookup fields. I've only been able to find how to edit the built in lookup fields via the api. Can you please let me know how to edit the custom lookup fields through the api? Thank you, David
can we operate a second company under the same account or we need CREATE additional account with CRM?
can we operate a second company under the same account or we need CREATE additional account with CRM?
Please help with fx formula for If,Then statements
I have a picklist of options and I want to create a calculation that says,If the answer is option 1,2 or 3 for example then score it 10,5 or 1 respectively. This is how I would write the formula in Excel, please can someone help with how to write it in Zoho. IF("CustomFieldA"=Option1,10,IF("CustomFieldA"=Option2,5,IF("CustomFieldA"=Option3,1))) Many thanks for your help
Revenue Split over months
Hi, Our company sells services that can extend from 1 month to 24 months. I need assistance on how we enable this in deals so our pipeline view and reporting is reflective in the QRT and FY that the revenue is realised. Example - We win a deal for $400,000 over 8 months with the revenue realised by month ie 50,000 ( sometimes this is variable so can be higher and lower per month ). Winning the deal at the full value is a false view of the revenue being realised if it is split up over months Example
demo creates quote
suddenly when we create a demo the stystem is creating a blank quote with thye customers name as the item. Pretty sure we did not instigate this. Any ideas checked all our workflows
Akademische Titel
Wir migrieren ein bestehendes CRM Systam nach Zoho. Im alten System haben wir ein Feld mit "Ttiel" = Doktor, Professor, etc. Dieses Feld finden wir in Zoho nicht. Hat irgendjemand dafür schon eine Lösung geschaffen? Im Voraus besten Dank! Beate Maibaum-Buhl
Can ZOHO CRM be multi-tennant?
I want to use ZOHO CRM to store segregated databases for each of my clients. Can I do this or do I need separate instances for each client?
Zoho CRM mass merge duplicate contacts.
I synced my Zoho CRM and Gmail contacts using a 3rd party software that I regret trusting. Basically I have duplicates of my almost 800 contacts. I'm going through each one and merging the contacts, but there honestly has to be a mass search for "similars" or duplicates. Both yahoo and gmail have features like this. I'm looking for exactly the same function that will show me to similars and allow me to choose which fields to keep from which duplicate. How can I do this? Ryan
"Last Activity time" & "Modified TIme" from the LEADS MODULE
Hi, I have observed that in the Lead MODULE when entries are made in the call fields of Open activities section it sets the "Last Activity time" for the lead. Later any time you update any of the fields of Lead Information section the "Modified TIme" changes to the time of modification and it is observed that for such modification the "Last Activity time" also changes to that of the modified ( lead information) time. Ideally the "Last Activity time" which is the time of the call should not change
Tasks
1) How do you create a task or checklist template a) to be used when an item is selected in the product module? b) Can the list also be exported?c)Can the list be triggered & attached when item selected in product module? 2) Can a recurring tasklist (daily, weekly, monthly) be created and have the ability to be assigned to users or different roles?
issue in uploading database..!
Hi Team, We have standard version of of zoho CRM, so can we upload 2 same database for different target audience??
Task, account, and business report
I would like to generate a report in which the information appears for the following situation. When generating a task for a business, I want to create a report that pops up the task, business, and account data fields. In my case the account data is not appearing, the fields are blank, because the task is linked to the business, someone found a solution? Thank you.
Python 3 + API v2 - anyone have an end to end simple program they can share?
I'm finding the errors in the documentation versus what the API actually allows compounding the frustration of being able to figure out this API thing. Does anyone have a basic .py they would be willing to share (anonymised of course) which would get us started on successfully querying records?
Zoho Source Code Form Captcha Error
We are receiving a "Please enter correct Code" error when implementing our Zoho form. We are using the Source version. Any recommendations for things we can check? We have replaced the Table html with a form html. We have used this set up for a year now and it worked fine. We have added new fields to our form so we are updating it. Here is the code. <div id='crmWebToEntityForm'> <META HTTP-EQUIV='content-type' CONTENT='text/html;charset=UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm'
Can I order the legend on a CRM dashboard graph component?
Hi there, I have a graph on a dashboard within Zoho CRM, and I can't seem to order the legend numerically. (Please see screenshot attached). So, we have different stages of our sales pipeline, 1 - 4, but they aren't in order in the legend, and I can't find a way to list them 1 through 4 sequentially. Any ideas? Many thanks, Chris
Import Moodle Users into ZoHo CRM
Hi There, On behalf of a client I am working on their Moodle. They have recently purchased ZoHo CRM and want to get the Moodle users into ZoHo for use with sales emailings and follow-ups etc. Is there a way to import these users automatically? Are there ZoHo APIs I can use to make this seamless? Many Thanks Dave Emsley
Want To call Third Party Web serrvice using deluge script.
Hello There, I need Deluge script to achieve my requirement.. Requirement:- I have Third Party Web service for insert and delete record in/for my local Database. I Need To call this web service using Deluge script.on any event or using any function....!! Can anyone Help...!!!! Thanks in advance.
Zoho Webhook delay
Hi We encountered situations in which there is a delay of 10-20 min for Zoho to trigger webhook for new lead workflow rule 1. What is the maximum response time for Zoho to send webhook for new lead workflow rule? 2. Whats the reason for this delay and is t possible to improve it? Thanks
Zoho CRM Social
hi , I tried linking my twitter account with Zoho CRM social, But it was unsuccessful and i am not able to access the page now. The page now reads, " {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} " and wouldn't let me access the page. "
Sending quote and email using templates for both
I tried to send quote but when it comes time to select template at the time the email is composed my email templates are not visible. That forces me to download the quote, create a separate email from Template then attach quote. Any ideas how to streamline this so it is a single process..
Zoho CRM -Products interface with Quotes and Profit Margin before submitting quote
Hi, I am trying to get some assistance with Zoho CRM, specifically "Quotes" - I have all my products entered with Retail/Unit/Cost information, but I cannot figure out how to create hidden fields, or a way to analyze my profit before submitting the quote - I am trying to find a way to pull that information from the products module so that I can view that as I am preparing my quote for a customer. Can you please help! Thank you!
Avoid auto-reset
Hi all, In our opportunity module, we have two field of Estimated Value and Contract Value. Estimated Value is a mandatory field when a new opportunity is created, and once the opportunity stage moved from identified to Proposal Sent, Contract Value become mandatory. It works perfectly fine when the update is done through the "edit" button. However, the Estimated Value field is automatically reset when the user click on the stage flow chart/line. Does anyone have the same experience or know how
Chat in Zoho support
Hello, I am on CRM plus plan and now trying to figure out Zoho support. We are using Sales IQ too..I see that there is a chat section in Support but says 'No chats'. I am confused as from the answers above I understand there is no differnce between Sales IQ and this Chat. Is there a way for me to access the sales IQ conversations etc in cat section of zoho support??
Ask the Experts - Live Q&A session on Calendar, Task and Event Management in Zoho CRM
Hey everyone! If you're new to the Ask the Experts series, here's how it works and what it's all about - The Ask the Experts is a live forum discussion that happens on this thread. Starting from the time mentioned below, our experts will be available for five full hours, responding to your questions here. All you've got to do is post your question as a reply to this post. Zoho CRM has had quite a few product updates in event management as listed below. We're sure you'll have a few questions in
CRM Search is Broken
Hello, since yesturday, we have the Problem, that our CRM search is Broken. If we are searching in CRM for a customer with the Firma Number, we are looking for no result (Shot 1). But if we search by name, the Firma Number is also in the result (Shot 2). Another problem is that the company number is not always displayed in the search result (Shot 3). but it is not reproducible when that happens. Can you fix this please? Kind regards Klaus Brandt
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