Company Seach
I created an URL like: http://www.google.co.uk/search?hl=en&q=Company xyz ... and wonder how the last part should be: Account Name is not working.. Any Idea ?
Community Digest - March 2017
Hello everyone, The digest for the month of March comprises the highlights of activities in the Zoho Community. It includes interesting conversations from your peers, product announcements, and important tips, hacks, and other resources from the community learning series. Zoho Community User Groups: We've our next leg of meetups finalized and we're coming to meet you in several cities, worldwide. Find the registration links for the meetups here, and pick the user group closest to you. Meet
Custom Function - Clone Products from Potential
Hi All, I'm in the midst of trying to create a function associated to a button which will clone all products associated to the Potential you are currently in, here is what I have so far: relatedProducts = zoho.crm.getRelatedRecords("Products","Potentials",PotentialID); info relatedProducts; for each Product in relatedProducts { productMap = Map(); productMap.put("Product Owner",ifnull(Product.get("Product Owner"),"")); productMap.put("Product Name",ifnull("CLONE-" + Product.get("Product Name"),""));
Workflow Automation - Campaign to CRM
Hello! I would like to create a workflow for the following scenarios. 1. Schedule a call when someone unsubscribes. 2. Schedule a call when someone clicks on a link sent through campaigns Is this possible? Thanks.
Potentials Workflow - Automating a Call
Hello, I am trying to automate a call for a Potential based on date. I am able to set-up a task, but I really want it to be a scheduled call. Is this possible? Thanks.
Emails in CRM sorted randomly
We noticed that we have emails that are sorted weird. (See attached) Seems that emails in 2018 do not show a year in the list view. Plus you see that there are emails from 2018 listed befoer emails from 2011. Can anyone explain how this is happening?
How to know if a field(First Name, Last Name, Email, etc...) a pre-defined value already exists?
Hi, I use the API Methods (https://www.zoho.com/crm/help/api/api-methods.html) to do integration with some client site and I need to know exists some field with the pre-defined value in the Contacts. I use the getRecords Method and check the returned list, check field by field and this is so much heavy for my aplication. So now I trying to use the getSearchRecordsByPDC Method to search the values in the "Nº CPF" fields in Contacts, but I'm not getting What is the solution to this case?
adding drop down feild in Leads module
I want to add a custom field in leads module which will be a drop-down list of few items and in which there will sub-items for the items in the list. Is it possible and if yes then how?
Case Enhancements in CRM
Suggesting following Enhancements to Case functionality in CRM (1) Create Case from Email (Email to Case) (2) Create Case from Incoming Call (3) Create Case from Sales Inbox (4) Create Case from Outlook Note - Using Desk is always not feasible along with CRM. The integration between desk and CRM is very basic and not all modules are available. Hence above enhancements are badly needed.
convert contact to vendor
Is there a pssibilty to: a. convert a contact to a vendor b. keep the vendor sync with google contacts or if above is not possible does my vendor list stay sync with my google contacts ? thank you
Can update from a custom script trigger another rule on another module?
I created a custom script that is triggered on Potential update. The script updates the status of the Account of the Potential. There is another rule on the Account status field update. However, this seems not to be activated when the status is updated by the above mentioned script. If I update Account status directly, this latter rule runs properly. Is this scenario - trigger an Account rule by a field update done by a script on Potentials - feasible? Or is there any limitation in chaining scripted
Issue copying notes from Lead to Contact/Deal
Hello, I'm currently writing a script that copies fields from the Lead module (incl. Notes, Tasks and Events), creates a Contact and Potential and copies all the fields across. The function for creating the Contact/Deal and copying the fields is working fine, however I'm coming up with an issue when trying to copy the Notes, Tasks and Events across. For the Notes specifically, I am getting the error as per the attached screenshot, and I am using the script as per below: id = createContact.get("Id");
Automatically create an Event after just creating a call.
I want to autoamtically create an event based on a call i recently created. Can this be done in a Function used in a Workflow?
Populating Email from Related Module
We are trying to populate the email and secondary email fields in a custom module (Title Orders) from emails found in a related module (Agents). We can pull the Agent names over using a Lookup Field but the email history needs to be tied to the Title Order module. Is there a way to build a custom function perhaps to automatically populate the Email fields once we associate the records?
How to autopopulate Clients information in other modules?
For example, if I do a lookup field, am I able to have it autopopulate their number and email. Is there a training video pertaining to this?
webform replyto field
I have a webform -> lead form on my website. When someone submits the form it sends me an email with the info using a template. The email comes from notifications@zohocrm.com and not from the person's email address collected in the form. I'd like to reply to the email directly. This can be done if the email template includes a replyto field with their email address. How do I populate the replyto field? thanks Everend
Is it possible to bulk delete Accounts without deleting the associated Contacts and Deals?
I have quite a few accounts in my CRM that got created incorrectly. But they have valid contacts and deals associated to them. When I delete the Account it's deleting the Contacts and Deals too. What is the most efficient way to remove these Accounts without it affecting anything else?
Zoho Sign documents into CRM
I have a mail merge that is a contract - I open the contact, create the contract via mailmarge, and then send the contract for signature via ZOHO Sign - all fairly easy. However once this has been signed it does not go into CRM as an attachment - why is this? Can this be done?
Insufficient Privileges to perform this operation. Contact your Administrator.
I am inside ZOHO CRM (Setup>Organization Settings) and when I make a change to update this information, I get the message: Insufficient Privileges to perform this operation. Contact your Administrator. I am the Administator/CEO inside ZOHO. The only thing I have done so far is to delete the "Accounts" module because I am B2C, not just B2B.
When I "Quick Create" a Deal from Quote view, how do I associate it with Account AND Contact?
When I am creating a new deal from a quote, I use "Quick Create" to make a "New Deal". It requires that I assign an Account Name to the Deal. We need to assign an Account AND a Contact to each quote. So after I create the Deal, I then click out of the quote, find the deal, edit the deal, and then assign a Contact. Is there an easier way to do this? Can we add "Contact Name" to the "Quick Create: Deal" from within the quote?
Tip #39 - On Email Scheduling
Hello folks, We are back again with a quick tip on scheduling emails in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #39 - On Email Scheduling Sending and following up on emails is an important part of all our jobs, however each one of us prefers to do it at a different time of the day. While some people check and respond to emails as soon as they get to work, some keep it for after lunch or some do it even when they commute to work. If you are
Outlook 2016 Plugin Error
We have had a number of staff report the following error that comes up when clicking around Outlook 2016: ex:System.NullReferenceException: Object reference not set to an instance of an object, at ZohoCRM_Plugin_for_Microsoft_Outlook.OLHandler.getRecipientsEmailAddress(Recipient olRecipient) at ZohoCRM_Plugin_for_Microsoft_Outlook.SalesBoxClass.ActiveExplorer_SelectionChange() One user reported that it happened when she was copying text from one Email to another. Any ideas what might be causing
Integration with AVAYA IP OFFICE
HI, Acutally our company want to integrate zoho CRM with avaya. But as per your previous post we can't integrate AVAYA IP Office with ZOHO CRM, so is there any other way for this integration?
Mass delete
I need to mass delete all my accounts (and related contacts) from an old import some 9 months ago. I see 5x100 possibility, but that takes a long time to do 60.000. Is there a quicker solution ? When I have an empty database I will re-import my accounts/contacts with many many new fresh name.. William.
Data Encryption
Who has turned on Data Encryption on ZCRM? What are your thoughts on how this has been implemented?
Attachments Migration
each backuped document contains an unique number combine with the original name, showing as follow: 0atbh2847cc7cf5fa4d7dab0c05996d99999_feedback1.jpg 0atbhe70d50189ae5412186f546ee8099999_Term2.PDF My question is that am i able to use those numbers to match to the corresponding module? In other words, the module those documents belong to. Or is there other ways to match the module? Thanks John.
Adding Carriage onto Quotes/ Invoices
Hello, is there any way to add carriage/ shipping onto quotes at the bottom rather than having to add it as a product?
Is it possible to recover lost fields?
Good afternoon Everyone, The company I work for has been using Zoho's CRM recently. We are trying to decide if it’s the right program for us. We had entered all our records and date in the system with many custom fields that fit our business. We were under the free trial up until the other day when it expired. When we looked at our accounts all our custom made fields were gone. We are thinking about paying for the standard edition to be able to use those custom fields again, along with the other
Account management
Hello, I am trying to join my company's CRM group, which is subsrcribed to a payware version of ZOHO CRM. I previously created by own CRM "company" as a free account, but managed meanwhile to delete myself out of it. Our ZOHO admin does not manage to add me in to CRM; he is getting the message that I already have an account, though this is not true any more for CRM. Please help me, thank you!
Bounced emails
Our previous regular use of this report function worked, alas, no longer! My searches now show no returns at all, this cannot be correct, is there a system glitch you are aware of at Zoho or other users? Our outgoing campaigns are now at a halt, please help, thanks
Search by tag with contains
Integration of the campaign module allow me to tag open and clicked emails. I want to add those to a search. There is no contains option and I have to select each individual instance of the "tag". It unfortunately also operates as a "AND".
App timing problems
Our CRM iPhone app and desktop have decided to come out of sync . Event times are an hour out. We have reset all of the time zones.. we reinstalled the iPhone app and had problems. Now we cannot change views. For example in contacts the only view is date. We change it but it does not stick?
Single Email v Mass Email configuration.
When sending mass emails I get a considerable number of "Bounce backs" possibly through using Office 365 advanced filters. Sending a single email is OK as the smtp.mailfrom and header.from fields match as below: smtp.mailfrom=qgbiz.co.uk; companyname.co.uk; dkim=pass (signature was verified) header.d=qgbiz.onmicrosoft.com;companyname.co.uk; dmarc=bestguesspass action=none header.from=qgbiz.co.uk;compauth=pass reason=109 When sending a mass mail the smtp.mailfrom and the header.from details do not
Gmail IMAP integration
I'm new to Zoho CRM and learning. I'm on the free CRM version. I'm trying to configure the IMAP function to integrate my gmail account. I'm following the procedures in the knowledge base, but I can't get to the Email Settings page. The Chanels/Email window only has "Organization Email Addresses" menu. Is the IMAP integration still available on the free tier ? How do I get to it? Thanks!
Quotes in CRM are misaligned
Hi Zoho, I've recently been having an issue when I go to print quotes for my business in CRM. The page margins seem to be "squeezing" my text, rather than keeping it in alignment. This is occurring in Portrait layout, and is not an issue for Landscape, but it does occur using all margin types. This does not appear to be an issue with my printer, as I do not experience this when printing any other type of document (.docx, pdf, html, etc). I'm at a loss, so any help would be appreciated.
Mass Update Task Status not working
Dear all, I need to mass update the task status of a few thousand activities to "Completed". Two problems occur that I hope you can help me with. 1. Only 100 Records a time can be selected for mass update 2. Even after mass update the activity status to "Completed" the task seems completed but still shows no "Closed Time". Now the tasks are still visible as Open, even though the status is completed.... Please help me on what I need to change to make sure that a Closed Time is set. Best, Joachim
Importing data to Accounts
I made sure that I am mapping Main Contact from the .csv file to Main Contact field in the Accounts Module. I have attempted 3 times but always failing to import. Error message: Could not find a matching parent record for this lookup field. - Main Contact I hope you can help me.
Subforms in a webform?
Hello, I am trying to create a webform that can be used for my own quoting purposes. I created a custom module for this, in the module is has all the details I would like in the form, but in the module I created a subform section for details of each item that I will be providing a quote on. Example of one subform: (in Crm module) ITEM 1 | ITEM 1 COLOUR | ITEM 1 NOTES I would like to be able to have ITEM1 options in the webform that will link to these in the module. However, I am unable to add
Customer Portal?
So where is the setup for this feature? Or is this another waiting period?
Associating a Quote to an Deal when importing from SalesForce
From what i understand you can not import actual quote data from SalesForce. If we create the quote in Zoho CRM is there an automated way to assign this quote to the deal? Also one of our imports when doing data migration testing included Quote lines in the imported opp so the quote number, name, expiration date, discount percentage, grand total, and total would show. After deleting and importing again we have not been able to import this information again. Is there something i'm missing when importing
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