CRM account lost connection with my company.
Hi Sir, My CRM account lost the connection with my company. My boss can't control my CRM account. My account role is CEO. (It seems we create two the same company name's databases in CRM.) I want to delete my CRM account and rebuild it. The tip told me that my account is controlling by ZOHO People. My boss deletes my account by ZOHO People. But I still can use CRM. And my account still read another company database.(Create by me) Could you tell me that how do I delete my CRM account? Or could you
zFinance: Unable to email estimate from CRM unless contact is already in CRM
Scenario: I've created an estimate for an account in CRM (using zFinance). I've been asked to email a copy to person X who is not in the CRM. My first thought is to go to the estimate and click SEND and then enter the email address in the TO box... but
Tip #30: Run Macros to Save Time on Routine Tasks
Hi everyone, It's Thursday again and I am back with a cool tip today on creating Macros. As sales reps, you meet customers every day. And after every visit, you do a set of actions in your CRM account like: You send an email to your customer to thank them for their time. You update the lead status as contacted. You also create a task to call and follow-up with the lead in 2 days. That's just one example. You may have a set of actions similarly, that you perform frequently to some records. These
Can contact only be on one Mailchimp List?
Hi, I am installing the mailchimp app (extension?) to sync mailchimp to zoho crm. The functionality that I want is to be able to manage mailchimp lists in zoho, then sync to mailchimp. So, if I get a new Newsletter contact, I want to add them into Zoho, then add them to a mailchimp list (in zoho), then sync it to mailchimp. The problem I am having is if I want someone to be on two lists. I have one list for newsletter, and another for webinars invites. If I add someone that is CURRENTLY on the
Disjointed process
Our workflow is somewhat disjointed in ZOHO and would love to see if there is a better way. Right now we are using a custom Form(ZOHO Forms) for contract signing and initial payment. We then switch to Zoho Subscriptions to create the ongoing monthly fee/agreement. None of this integrates to Books or CRM
How to trigger a custom function in case of different page layouts? #24
Hello everyone. I’m sure you’d agree that Page Layouts in Zoho CRM is of immense help for businesses involving multiple products and (or) services. It helps avoid the hassle of creating multiple CRM modules thereby helping your overcome redundant data tracking. Take for example an insurance agency that offers variety of insurance services like health, life and automobile insurances. Instead of creating separate modules for each of these services, you just have to create 3 layouts. For every new
Can Zoho do this for me?
Hi We provide three basic services, project time, monthly recurring charges and part sales. These have different margins and different impacts. For example, project time needs managing and scheduling so one team is interested in that. Monthly recurring costs often involved recruiting new staff on contracts at short notice, so a different team is interested in that so that they can plan the recruitment. Testing out Zoho I can see that I can create new items for a quote, and do price books, but I also
Custom function creating event but adding 6 hours to event start time?
Everything in my function works properly except it keeps adding 6 hours to my start time. The event start date and time come from a custom date field in my Lead Record. I know this has been asked before but the solution provided didn't seem to work for me. The event date/time in my lead record field is named 'Product Demo'. My code is below. void new_event_demo (int leadId, date product_demo, string meeting_id, string meeting_url ) leadDetails = zoho.crm.getRecordById("Leads",input.leadId);
Custom Modules and Zoho Mobile
Are the custom modules I created supposed to show in Zoho Mobile ? I created a couple a custom modules but none of them are showing on the Android Zoho CRM phone app. Thanks
Sending Data from CRM to Books
I'm trying to send a date field from CRM to Books but I keep getting an error saying its an improper statement. I can't see any issues with the below. Below is the custom function in CRM designed to update a date field on a sales order when a potential is edited in CRM Date = input.LiveDate; organizationID = input.OrgID; salesorderID = input.SalesOrderID; OrdRSP = zoho.books.updateRecord("Salesorders", organizationID.toString(), salesorderID.toString(), {"custom_fields":{{"customfield_id":"95687000003461005",
lead's duplicate through email "Domain"?
Hi, is it possible to check for email "domain" duplication while creating the lead? Scenario example: Sales 1: add's a lead from company XXX and used email : john@xxx.com two days later: sales 2: adds another lead from the same company but used a different email with the same email malcom@xxx.com this is considered to us as duplicate lead (since they're both the same account)... how can we overcome this challenge? or at least notfiy the sales 2 guy that there is an existing domain same as you're
DAta transfer
We have a custom app in creator but it would better serve us if it was a module in the crm. It links back to our crm anyway. Is there away of bringing that data over and cpmeeping the correct links. I have had a go but cannoypt get it to work?
How can I automatically change lead status after sending an email?
Dear Zoho CRM, Sorry for being a newbie, I just made a campaign and sent mass emails. How do I change the lead status into "attempted contacted" instead of being empty? I wish Zoho asks you a question of "would you like to change the lead status" after you emailed them without searching for things manually.
Filter
New to Zoho CRM. How do create a view to filter Contacts based on NULL fields?
Adding one contact to multiple accounts
Good morning, we are currently evaluating the ZOHO CRM solution. Within this process, we have run into a problem: We cannot associate one person (contact) to multiple TOYOTA dealerships (accounts). Many of our dealerships are run with one CEO to n locations. This is a BASIC requirement, that apparently has been adressed over 3 years ago within your support forum, but you seem to be neither working on a solution nor do you seem to care. The latest reply 4 months ago was: I am able to understand your
Zoho Contacts on Iphone
I have tried syncing my contacts to my phone from exchange server. However it only pulls the contact email address not the contacts phone number. Can this be fixed. I do call out of CRM app to track calls and get contact information however There is no way to know who is calling me when the phone. As the caller ID is blank. Is there a way to route all incoming calls through Zoho CRM App? So i can capture incoming calls.
Formula for # of days between dates but leave blank if null
I have formula that calculates the # of days between dates. However I want it to be blank if the date fields are NULL
Formula for # of days between dates but leave blank if null
Datecomp(${UMA Cares.Closure_Date},${UMA Cares.Created Date})/60/24 This formula works great, but I want the field blank if date field is NULL
Zoho CRM using Twilio SMS extension - never got the webhook email anyone know where it is located?
Twilio SMS extension - never got the web hook email anyone know where it is located?
Emails Suddenly Vanished from sales inbox
Hi I recently joined Zoho loving it. My Sales Inbox was working fine then one day my sales inbox is empty all emails gone? However, my Zoho mail is working? Any suggestions
Target Account Selling in Zoho CRM ?
Hello, Has anyone implemented TAS methodology in ZOHO CRM ? I'am just about to take a decision to buy ZOHO CRM for my organisation, but have doubts how to incorporate TAS into CRM. Would be useful if someone recommend it or no. Thank you Joanna
Sale Funnels
Does Zoho CRM have the ability to have sale funnels to integrate with web lead generation pages?
Where do I find the API error messages?
We use a function.php script to connect the download form of our website to Zoho CRM. When a visitor submits their contact information on the download form, an email is sent to us and the data is inserted into Zoho automatically using the InsertRecords API method. This function.php script was written by a freelance developer. The script has been working fine for us. However, once in a while, we will have leads that don't get inserted into ZohoCRM. I am trying to troubleshoot this issue with limited
E-Mail Templates Blank
We have a number of e-mail templates created in CRM. Today, when we go to send an e-mail and choose a template, the subject line and attachment load, but the body portion of the e-mail is blank. When I go into settings to edit templates, every single template has a blank preview. We use the templates numerous times daily, so this issue just started today.
Smart schedular
Still unsaitisfied with event management in crm so I have seen the smart schedular intergration. Has anyone tried it. They say they have an app but I am unable to see it on the App Store. The free trial asks for zoho login, password and key. I am looking for advice before we potentially open our database up.
Alta usuario
Buenas tardes, le di de alta a un usuario pero no se de que manera enlazarlo a mi CRM, para que pueda compartir los datos de la empresa. Su usuario aparece totalmente vacio. Necesitaría que me expliquen de que manera lo enlazo. Saludos Cecilia
Getting Related Lists for Custom Modules
I have a custom module (CustomModule1) 'Presentations'. All of my 'Leads' have a lookup field that allows them to be tied to a given 'Presentation'. So the items from the 'Leads' module populate a related list 'Attendees' in the 'Presentations' module. I'm trying to make an API call to get a list of 'Attendees' for a given 'Presentation' ID, and I'm struggling. To the best of my knolwedge the call should look like the one below: https://crm.zoho.com/crm/private/xml/Leads/getRelatedRecords?authtoken=<authtoken>&scope=crmapi&id=<PresentationID>&parentModule=CustomModule1
Fields from leads to account
some time ago we created some fields for the leads section, now we want those fields to pass to accounts and / or contacts, but we do not get the option, how can we do it?
Task list view VS Event list view: Full name field doesn't contain salutation
Hi, Full name field doesn't contain salutation in Task list view however in Event list view the same Full name field does it. Can you solve that issue? Thanks
Filtering doesn't work with Event Labels in any saved view!
Hi, I can't filter Events by Label in saved views! Can you solve that? Thanks, Akos
Can't Assign value from list to string variable
Hi there. I have a situation where I create a reference list in Deluge (Note, the list is declared as type string) StatusList = List:String(); StatusList.add(""); StatusList.add("Cold"); StatusList.add("Warm"); StatusList.add("Very Warm"); StatusList.add("Hot");I even declare my variable up front with an empty initialisation OldLoopStatus="";Later in my code I have this: OldLoopStatus = StatusList.Get(LoopIndex); I get this error: Variable 'OldLoopStatus' is already defined of data type 'STRING'
adding a vendor from side pane (in outlook) !
Hi, Adding a person email as a lead or contact from the side pane is great .. but a third option would be nice as well (Vendors) as such communications is a must in every scenario (where you communicate with a customer OR vendor as a sales person). Kindly, let us know if you believe such an idea can/will be implemented .. Thanks
Help writing a formula
I am trying to write an if formula to read deal type. If the deal type is New Business, I want to calculate the commission automatically. I keep getting a syntax error. I currently have the following formula. Anyone know how to write it correctly to calculate? If(${Deals.Type}=='New Business',(${Deals.Amount}*.075),(${Deals.Amount}*'0375)) Thanks for any help!
Contact image - report of contacts that does not have contact image?
Is there a way to get a report in Zoho CRM on what contacts have contact images and which has not?
zoho crm take too much time when inserting data from third party mobile app using zoho api
Our team is using you crm for developing a mobile application. But there is one problem with the data insertion it takes too much time to process. It takes upto 2 to 3 min to fetch the data which was inserted. Please suggest is there any other (faster way) for the process. Because its making the mobile application really slow.
Problem with accessing CRM
I have received the invitation to join CRM from my company admin but get an 'account disabled' message when I put in my email and password. We have tried deleting my account then setting it up again, lots of repeat invitations, change of password, several different laptops, ipad app, going out and using someone else's broadband connection, with no joy. I can access my zoho email but seem destined never to use the CRM - Any advice welcome.
Web form
I have created a web form for my wordpress page, and since it is published we get a lot of boots as leads. In the forms I had before that did not happen, how can I fix it?
Error Exceeded Maximun Allowed Authtokens - MS Outlook
Hi, I had the known issue of exceeded maximum authtokens. I proceeded as explained (go to Zoho Account, delete authtokens so I have only one or two left). Now, when I enter mail and password in MS Zoho connection window, nothing happens. I mean, fields get empty, and I have no feedback. And I can no longer use Outlook, because Zoho is enable to connect... What should I do ? If I unsinstall / reinstall the plugin, will I lost all my synchronization history ? Rgds Jean
How can i add serial number in the Account ?
Hello Team I would like to add one field to the Account and to be able to choose a serial number out of my inventory. Currently, even my CRM is synchronized with Inventory, Please advice
In workflows add when "Create OR Field Update"
Actually in workflows you can pick WHEN Create, Create or Edit, Edit, Field Update or Delete. What about "Create or Field Update"? Must workflows using WHEN = "Field Update" have to be Duplicate to run WHEN = Create. You can use "Create or Edit" and it will run when other fields are edited. It has to be WHEN "Field Update" AND WHEN "Create", so, what about to add "Create or Field Update"?
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