Copying a value from one module to another automatically
Scenario: Invoice module has an "Implementation Engineer" value with a list of names. When one is selected, a number of tasks and emails go out. What I'd like is to also take that value and apply it into the Account module associated with the invoice, which will then fire off a number of actions I have configured there. I'm pretty sure I can do this with a custom function, but no idea where to begin.
Getting Notes from CRM
Hello, I am new to Zoho, so my question may have been answered, but I cant find anything. I am trying to do a getrecords for Notes. I keep having an error. See below {"response":{"error":{"code":"4600","message":"Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values."},"uri":"/crm/private/json/Notes/getRecords"}} Can anyone please point me to the solution? Thank you.
Range of Numbers
Hello, Is there a field, that I can enter something like 421-429 or 421,424,429 and have Zoho understand that I am interested in the range of numbers? Thank you
Add Account Name to Available Columns When Creating Summary Report
I don't understand why account name would not be one of the available column names when creating or editing a summary report. Is there a way to change?
GoToWebinar Integration
Has anyone else tried the new GoToWebinar Integration (not GoToMeeting)? It seems to me pulling information in correctly but categorizing it incorrectly. For example, it's putting an attendee from last weeks demo into last months Webinar campaign instead of the demo, same thing is happening with questions.
CRM Migration
I have a customer that I am migrating from ACT to ZOHO CRM and the Data Migration Wizard is unreliable. I have a large query of notes that I am dividing into files smaller than 5 K CSV files and some of the data imports and some does not. The Import History reports Failed or Skipped records. The notes are for existing Contacts that have been Migrated by the same Wizard and i can find no reason for the failure.
CRM Hacks #30: How to send a personalized email from a Sales order and store them under it?
Hello everyone, There is an out-of-the-box email option in Sales Order module of Zoho CRM. This lets you send a copy of Sales Order to your client directly from the Sales Order record. Emails sent using this option gets listed as a related record under the Emails section. A need to send a different email to the client regarding the same sales order cannot be ruled out. What if there is a delay from the client's side in accepting the sales order and you want to follow-up on the same? At this stage,
Product Categories and Discounts
I'm a new test user with Zoho and am a bit shocked at how bad the quoting module is. You need to provide an easy way for a sales person making quotes for customers to be able to set discounts in multiple ways within the quoting system. I think most companies have at least two categories of things that they sell and that they want to discount differently on every quote. For example, products and pro services. At the quote level, I need a field for the discount to use for category 1, category
CRM - IMAP Solution for Outlook 365
it would be great if Zoho can make an improvement to their IMAP Outlook 365 solution whereby, when a user's outlook account is deleted, the emails that were synced from that account to CRM, are stored in the CRM system and not deleted. Thank you
How to retrieve records based on CONTACTID?
To get calls records I'm using below api: https://crm.zoho.com/crm/private/json/Calls/getRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4 To get records of particular contact, how should i construct the query? I did like below and its not working. https://crm.zoho.com/crm/private/json/Calls/getRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4&CONTACTID=2847269000000474021&RELATEDTOID=2847269000000474021 1. Is there any parameters to query by CONTACTID?
Allow change Text field size without replacing the field.
We have a 2000 text field. Lately we noticed we need more room so we need to change to 32000. It looks we need to create a new field and migrate the information to get it done. It requires to "Modify" the WHOLE database which is RIDICULOUS. We are coming from Salesforce. In there you can change Text fields size UP and DOWN. It is so SIMPLE, if you reduce the size, well, the system cuts all texts according to the new size (obviously the company acknowledge any text lost as irrelevant). And if you
Function-30: Keep track of your business details with a Company or a Contact.
Welcome back everyone! Recently we had made an announcement regarding the renaming of Custom Functions to Functions. Check this link to know the implications regarding the change. Last week, we learnt how to create Purchase Orders for Individual Products instead of a Contact or Account, from a Sales Order. This week, let's look at a custom function that lets you update your Account and Contact records on the products involved in the transaction, for each related Invoice generated. Business scenario:
Outlook plugin for macOS - cannot login
I just downloaded the Outlook plugin for macOS and installed it as described. When I try to login to my CRM-Account I always get the message "Connection failure - Please check your internet settings", but I am definitely connected to the internet. Additionally I looked into the log files and found two interesting things: 1. Zoho CRM Plug-in for Microsoft Outlook _CFNetworkIsConnectedToInternet returning 1, flagsValid: 1, flags: 0x2 --> so I am connected ;-) 2. Zoho CRM Plug-in for Microsoft Outlook
Sync
Good morning everyone! A peculiar issue with importing and syncing leads. I used the desktop version to import few hundred leads to Zoho and import, this worked well. After performing Desktop sync I used these leads on my Zoho App. But now all these new leada have disappeared from desktop, in iPad they are still available. I'm standing on the hose here, how to get the data on new leads back on desktop Zoho?
Error with closing tasks
Hi, I edited the picklist for the "Status" in the Tasks settings and now I can't close tasks! If I click on the "Close" link near to an open task and then I pick "Closed" in the Task Status and then "Save", the task remains open! Could you help me? Giordano Brachini
Pipedrive Import of Job Titles
Hi I have imported 350k records and none of the contacts job titles have uploaded. Can anyone offer any suggestions? Kind regards G
Tagging accounts, contacts, and leads in notes
Hello hello - When a contact moves to a different company I write down where they previously were in the notes. If I could tag other contacts or companies in the notes then that contact would show up in notes on that company or contact's notes. E.g. Amy previously worked at [@Amazon] from 2010 - 2016 This way this note would show up in Amazon's account and if we were looking for Amy in Amazon's account we could see that she moved to a different company. I know we can already do this for users but
Allow duplicates from web API, merge later using "Deduplicate Leads"?
I have a Zoho CRM database containing a custom "License" field. Prospects go to our site and submit a form with more, updated information and also the License field. My problem: 1) If I make that field Unique in Zoho CRM, the API will not pass the record as that License already exists. 2) If I allow duplicate records, I have no way to identify them as Zoho will only search Email, Company, Phone or Mobile for duplicates. Question: "How can I allow duplicate records to be created (each record contains
Products in the Account page?
So is there a way to make the Products tab under the Account page be a populated list of items that are in our Products page?
How to use an "expected delivery" date as deal value instead of expected sales date?
We are magazine publishers, selling advertising space. We recognise only the published date, rather than the date of sale in all our sales and accounting functions. The sale date is irrelevant to us for all practical purposes. I would like to put the deals module into place, but we need to have a way of forecasting our potentials by published date (month) than sale date. For example: A deal may be for say a half page in ABC edition of the magazine in May, June, July 2018 at say £100 per month. So
What are all the domains zoho crm supports?
Hi, I've two queries here. 1. I've users from .eu and .com domains. Like this, what are all the remaining domains does zoho crm support? 2. For accessing modules entries from .com domain, I'm using URL: https://crm.zoho.com/crm/private/json Shall I use URL: https://crm.zoho.eu/crm/private/json to access modules from .eu domain? Please reply ASAP. Thanks, Guna.
Map fields between modules with deluge script/custom function
I'm trying to map fields from contacts module into a custom module but having trouble cause I'm probably not setting it up properly. Can someone show sample code to do this? Example Fields in Contacts module are: Last Name, Date of Birth, Phone Fields to map into custom module: Client Last Name, Date of Birth, Phone
Keep your data secure and make sure it doesn't fall into the wrong hands
Hi folks! We are back this week with a tip on data security. You deal with a lot of sensitive information about your business and customers everyday. This information can't afford to go into the wrong hands and compromise data privacy. Your CRM data should be accessible only for people who work on it, and not just anyone even in your office. Of course Zoho CRM comes with very strong data sharing settings. But to be even more secure, you can add IPs from which your Zoho CRM account can be accessed.
#28 How to stop a workflow after a definitive period of time
Hello! Workflows are an integral part of any CRM automation. You use them to initiate process automations at set frequencies with ease. Workflow automation in Zoho CRM comprises of the following: Workflow Rules - A set of rules that are executed when specified conditions are met. Email Notifications - Automated email notifications sent on triggering a workflow rule. Tasks - Tasks that are assigned to the users when workflow rules are triggered. * Field Updates - Automatically updating specified
Looking for Instructor about zoho training
Hy I am looking for someone who give me training about zoho crm. If anyone there please conatact with me. My Skype: iftijafar Whatsap: +92 333 3241000 Emai;: iftijafar@gmail.com
Random notes and email records re missing from some potentials
We have a free edition of the Zoho CRM and have been using it for over a year now. Just this week, one of our users had the following issue: - some notes that she had taken on some records went missing - some records for some emails that she had sent through zoho on some records have gone missing I called zoho technical support twice today and they spent some time with me on the phone. They search their "back-end" and tried to see the same record on different pages, and other tests, but they couldn't
Font color of field value
My users are requesting a more pleasing font color for the fields, No the actual field but rather the field values
Video Call
Hi, last week, I was able to click on my contacts in the bottom left corner in Zoho CRM. I would bring up the contact for instant messaging. I was also able to click on the video camera icon to do a video call. This week I can't initiate a video call. I click on video call and nothing happens. Did something change?
Call Tracking Software
We are looking for call tracking software. Are there any that integrate with Zoho CRM?
Function-29: Create Purchase Orders for Individual Products instead of a Contact or Account, from a Sales Order.
Welcome back everyone! Last week, we learnt how to transfer record information from one module to another, even for custom modules. This week, let's look at a custom function that lets you create multiple purchase orders for each individual products in a Sales Order, rather than a single purchase order for a Contact. Business scenario: Working Capital is the life line of any business. Many components go into working capital and the most important one in the purview of sales and order fulfilment is
How do I assign layouts...
Hello world. New user here. I created a custom Lead layout and I can switch layout views at the record level. However, I would really like to assign the new layout to all existing leads. Can this be done? Thanks in advance!
Assistant Emails
If I have a field listed under Assistant on a contact that represents a person who received emails on someone else's behalf, how can I ensure that the emails that I receive are picked up by salesinbox to be related to that contact? Currently, they don't appear to be recognized as related since the Assistant isn't a separate contact.
How can i differentiate Reseller CRM and Main CRM ??
How can i differentiate Reseller CRM and Main CRM ?? Also how can i differentiate Generate Lead and Purchase Leads ??
Creating a lead from a contact
I'm testing Zoho I want to import an existing customer base to Contacts From a contact I want to create a lead Is this possible?`Cannot find a way Grateful for assistance
Wrong set of related lists on every page
I experiencing a bug. When I look at an Account page, left panel shows wrong set of related list. The visible set of related list corresponds to Contact. The same bug is on all other module pages - only related list of standard fields are visible, no related lists of custom Lookup fields. I tried to configured related list - but "Organize Account Details" dialog shows that none related list is unselected, and Selected Lists list box shows the same wrong set of related list. I have the same data in
Latest features and enhancements in Zoho CRM
Hi everyone! Here is a list of the latest updates and feature enhancements in Zoho CRM. Module builder gets a new, improved look The new and improved look of module builder helps you clearly distinguish between fields and sections in your module. Boxes separate the fields and sections, so you know exactly to which section you're dragging and dropping a field. The search bar in Unused Fields lets you easily find the field you want to restore, which you can drag and drop to the required section in
Has anyone found a good 3rd party solution for logging Mobile SMS (in and out) to Zoho CRM?
I'm really happy with the automatic call logging for outgoing calls on my cell phone, but had two questions: 1. Does the CRM give the option to log incoming calls from leads and contacts? 2. Is there a way to log SMS to my cell phone? Both outgoing and incoming? These features would make my mobile Zoho experience perfect. Hopefully someone can give an answer, thanks!
Looking for person woh help to learn about zoho crm
Hy Everyone, i am new here and much interested to learn about zoho crm, i have watched too much vedios of zoho on different topic. I need some basic intruction about acctuly working of zoho please anyone share with me some basci notes like material or some vedios link about zoho crm main for beginer. here is my Email. iftijafar@gmail.com whatsap Number: +92 333 3241000 thanks
Perfil sin permisos de eliminación y zoho le está permitiendo eliminar
Hola, estoy probando la configuración de un perfil de usuarios que no puedan eliminar datos de cuentas, contactos, etc.... He quitado el permiso de eliminar en el perfil que tienen asignado estos usuarios. No está funcionando, sí que les está permitiendo eliminar, así como otros permisos están funcionando bien, éste no. ¿hay que configurarlo en algún sitio más?
Run Lead Assignment rules manually
We need to run the Lead Assignment rules regularly for multiple Leads that go into a state, of from a View. We come from Salesforce where Leads have a checkbox called "Assign using active assignment rule". You should allow it somehow. Checkbox, workflow, whatever, just a way to run it on records already created.
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