How do I overwrite data or update fields while importing
On the latest import migration wizard there is no option I can see that allows the overwriting of existing records or updating of fields. Inn the online help it indicates I should see a skip, overwrite or clone. All my version is doing is cloning. Any assistance would be appreciated.
Import - Link to Contacts
Hi, I'm trying to import data into a custom module which links to 'Contacts'. Is it possible to specify any field other than the Contact Name (e.g. email address)? So far, I've tried email and id but the record is always skipped with the error "Could not find a matching parent record for this lookup field. - Contact" Thanks, Beth
Want to sort all products as ascending or descending order at a time in Zoho CRM Invoice create/edit page and save
i want to sort my added products list as ascending or descending order at a time by one click like list view templates in Zoho CRM Invoice create/edit page. is it possible or not? if possible then could someone please tell me the way that i can able to sort my product list in invoice create/edit page. by default its possible to change place for one item at a time by drag and drop way but i need all added items sorting their places at a time by one click. After sorting products list then i need to
Price Book by default
Hi, can I configure a price book by default for an specific product?.If is possible how can I do it? When I am doing a Quote or Sales order, I need to select an specific price book even when the product is related with just 1 pricebook, performing an unnecesary step. It would be wonderfull if the system could recognize the pricebook by default for each product. Thanks in advance,
Encountered: EXISTS Error.
Hi, Zoho not supporting EXISTS in mysql queries. Please suggest how to make it work. Thanks.
CRM Hack #5 : Re-assign records of one sales person to another without actually transferring the records!
Hello! It's hack day again! When was the last time one of your sales rep quit? Happens all the time, right? And how did you get all the records handled by this rep transferred to another new sales rep? I'm guessing you went about transferring them methodically. What if I tell you that there is a simple yet quick hack that lets you just replace the owner of those records from the earlier sales rep to the new one? No need to take the long route when a safe short cut is available right? Now let
CRM Chrome Extension Limits Notes to 120 Characters?
I just installed the Chrome extension for Zoho CRM. When I try to add a note, call log or other information from the extension panel in chrome/gmail, it throws an error and says I have exceeded the 120-character limit. Is the extension really designed to limit notes to 120 characters, or is this a bug?
Lost events due to CRM and Calendar Sync - need reply on best practice or solution
Zoho CRM team Background info: Our business uses Zoho CRM with the CRM Mail plug in. We are 100% using Zoho CRM calendar with all appointments. Basically we "live all day in Zoho CRM" doing all our task Issue: I receive an email in my CRM email tab with a scheduled invite from a customer. I click on the event "Yes" I am attending and it does not go to my CRM calendar Weird solution but does not work: I have to open the Zoho Calendar from the email invite link and click I am attending, which adds
Email Tracking: Open & Clicks on links & Attachments
Bananatag software tracks emails when 1) opened, 2) clicks on weblinks and 3) attachments opened/viewed. I want to replicate with zoho crm including notification when each activity occurred. Does Zoho have functionality? If so, where is setup?
Tip #10: On Email Templates
For the past few weeks we have been posting tips to keep duplicates out of your database and to maintain a clean CRM. If you missed those tips, here is a link. In today’s tip, we will get to know the tiny details that matter in using email templates. Background color - Selecting a template from the gallery can save you time but if at all you want to send a simple email that does not look like an automated email, then here is a tip. The basic templates comes with a grey background. So when you send
default even location
Is there a way for the 'location' field in the 'New Event' modal to use the address set already on the record itself? For example, creating a new event from an Account would have the location populated with this Account's address on record.
Changing a Search view for a Lookup field
Currently the default fields 'Account Name', 'Phone' and 'Website' appear when I select a lookup for Account. By using Setup/Customization/Search Layout I have changed the field selections by unchecking 'Website' and checking 'Site Name'. The fields are changed to show the new selections but when I do a lookup on Accounts I still see 'Account', 'Phone' and 'Website'. My changes are not taking. What am I doing wrong? Thanks!
searching for accounts while reassigning child to new parent account
Hello, I will be reassigning a lot of child accounts to different parent accounts (in efforts to correct some data). So far, I've noticed that when I partially search for the parent account that I'd like to reassign to child account to, it does not return a search result in the lightbox that pops up. Is there something I'm missing? I have to manually click the arrows to the right in order to get to the parent account and click the button on the left of it and save the child account to this new
4401Unable to populate data, please check if mandatory value is entered correctly.
i got error in zoho crm api my code is: thanks in advance public function zoho_Api(){ $auth = "token here"; $xml ="<Leads><row no='1'><FL val='LAST_NAME'>lastname</FL><FL val='COMPANY'>abc</FL><FL val='EMAIL'>gmimail@test.com</FL><FL val='PHONE'>123456789</FL></row></Leads>"; $result=$this->insert($auth, $xml); echo $result; } public function insert($auth, $xml){ $curl_url = "https://crm.zoho.com/crm/private/xml/Leads/insertRecords?"; $curl_post_fields
Repeating task showing up multiple times
Hello---I created a task so that it repeats weekly, as it is something that I'd like to accomplish every week. With that said however, Zoho displays it multiple times under the Open Tasks, and there is no way to uncheck the repeat on the reocurring task when you go to edit it. Is a way to make the task display only weekly, as opposed to the entire list ? thanks
Trouble Signing In - "No network found.Please connect to Internet"
I was logged into Zoho CRM and everything was working just fine. I logged out for a little while and then tried to log back in and I'm getting a message saying "No network found.Please connect to Internet". Clearly I have an internet connection as I am posting this while connected to the internet.
getUrl got "internal exception" return.
The code of the custom function is as the following. ------------------------------------------------------------------------- url="https://xxx.weclapp.com/webapp/api/v1/article"; header = map(); header.put("AuthenticationToken", "xxxxx-dsfads-ewrw-ddd-yyyyyyyyy"); response=getUrl(url,header,false); info response; return 0; --------------------------------------------------------------------------- I have got the following response {"responseText":"internal exception","responseCode":"-1"} But the
deduplication
Does the CRM have the ability to depude records?
Extensions not working with european server
We have a test of Zoho one on the EU server. We have tried to install extensions like google drive and Mailchimp. By connecting to the external services, an OAUTH 2 form was completed and the related access was also authorized. But the last step failed, the server returns that the Zoho account we provided does not exist. I suppose the callback URL is on the US server, the US server could not find our account on EU server. If this would be the case, many extensions will not be working for European
Delete Primary and Replace with Secondary
I easily added a secondary email address but I need to change that to my primary and delete my current primary as the current primary no longer exist (we changed domain names).
Can pop up be turned off for Scheduled calls?
Many times a scheduled call is just a place holder to call on that day or around that time. It would be great if we could enter a date with no time. Also, why does a reminder pop up happen when the Reminder field is set to none? Regards, Glenn
Conversion Rules
Hi, We are looking for a solution where a Lead can be created with minimal amount of required information (First Name & Last Name) but before the Lead can be converted to a Contact, the Lead's Email & Phone Number fields have to be filled. We can set "Required Fields" in Contacts which only applies when a new Contact is created but these rules DO NOT apply when a Lead is converted.
Creating multiple alerts/notifications
Hello, I created two entities: Customer and Order. I'd like to create multiple alerts/notifications by mail, based on DueDate at the Customer entity (say 7 days prior to DueDate, 3 days prior to DueDate and at the DueDate). Can you provide me with some examples on this one? I'm not a coder, so please be gentle Thank you very much
Lead Conversion Mapping
In the standard set up for Zoho CRM Lead conversion mapping is as follows: Lead > Account > Opportunity > Deal I created a custom Module "Qualified Lead" How can I customize the Lead Conversion Mapping so when I convert a Lead it will become a "Qualified Lead"?
Lead Conversion Mapping
In the standard set up for Zoho CRM Lead conversion mapping is as follows: Lead > Account > Opportunity > Deal My company is Business to Customer and our sales process/categorization is as follows: Lead > Qualified Lead > Opportunity > Quote > Qualified Opportunity > Contract > Customer How can I map out this lead conversion process?
Can you create a deal/opportunity for a lead without converting the lead to an account?
Hello, My company is using the Standard edition. We only convert our leads to accounts once they actually start buying our products. We want to use the Deals but we see that by default you can only associate the deal to an account. The Lookup Field for Accounts cannot be changed to Leads and I cannot add another Lookup Field. Any ideas or work arounds?
Mautic to zoho integration
We are trying to sync our Mautic data with our ZOHO CRM. So we can get our clients info form mautic in to the right places in zoho. We are having a lot of difficulty's with this. Is there anyone hoe can give us some advise? we are kinda at a los at the moment
Need some hands on help
I am looking to connect and speak to someone on the zoho team by phone so that I can address a major concern I have with my CRM setup. What is the best way to achieve this as I am finding the forum process good for something and challenging for others. Brad
Zip Code custom function not refreshing
My Zip Code custom function (enter a Zip and the rest of address is filled in) is working, but the results aren't instantaneous. I have to click Refresh (F5 key on keyboard) in order for the City, State and Country data to change on the screen. Any ideas for fixing this? I'm trying to save my users time....it will defeat the purpose if they have to remember to refresh every record. Thanks!
Creating A Product from Contact or Company Module
I can create a new product while in either the contact of Company Modules, however when I do it stays listed under the Create Add New Product (I renamed it this) list and not the standard "products" list...
Find and Merge, or De-duplicate automation improvment two suggestions
[1] Find and Merge, or De-duplicate is an option that has to be given to any administrator. We found that after applying roles and profiles only the highest ranked role can operate the de-duplication tool - to our understanding this operation has to be given to any administrator. [2] Ideally, the system should be able to recognize duplicate records upon creation (by email and/or phone), and once recognized, it should automatically mark this records with a flag saying "suspected as duplicate"
Adding new custom function - "An error occurred while loading."
Hi, I'm trying to write my own custom function but I just receive the message "An error occurred while loading" - is anyone else experiencing this issue? Thanks Beth
Tip #9: Run duplication check across converted leads
Hello everyone, I hope you find our tips on maintaining a clean CRM useful. Our previous tips on the subject dealt with the following: Maintaining a style sheet for a clean CRM database - ✓ Creating Unique fields to avoid duplicate records - ✓ Merging duplicate records - ✓ This week, we are back again with another tip on dealing with duplicates. Tip #9 - Run duplicate check across converted leads When you mark fields as unique in CRM, you can enable duplication check within Converted Leads
Blueprint coming up only after records are edited?
After a Blueprint was setup nothing comes up on the records meeting the Blueprint criteria. Even deleting all requiered criteria still nothing comes up. It comes up only after the records are edited some how. Is this a know issue? Do 100% of the respective records have to be edited after a Blueprint criteria is adjusted? in order for the Blueprint area fields to appear?
using ZOHO CRM for Construction industry
We are construction company based in Saudi Arabia. We are considering to purchase ZOHO CRM to use for construction industry by our marketing. Please let me know if anyone here have experience of setting up this? If you are ZOHO provider who can help to setup ZOHO CRM for construction industry, please do let me know. ysahn@sendan.com.sa Thanks
Skype Click to Call Functionality
I know that there has been discussion about Skype integration with Zoho and want to add a couple additional considerations to the development and enhancement of the application. Setting the Country Code should be a default in the Organization Settings of Zoho CRM. This would simply be an addition of one field that could be customized for each user, and could easily be concatenated with the phone number of the Lead/Contact. If #1 is not an option, then set up the Country of the Lead/Contact as a
CRM: How to keep INBOX from getting cluttered with too many messages w/o losing association with Zoho CRM Contact records
I have IMAP syncing set up so that I can send/receive emails directly from Zoho CRM but I also use Apple Mail on my laptop, iPhone and iPad for sending mail to / from the same account. I love that Zoho CRM automatically links the records in my IMAP's INBOX and SENT folders with contact records, no matter where I send the email from - but if I move it out of my INBOX into a different folder, the email no longer shows up in the contact record. I maintain relationships over many years - I'm visiting
Restrict access to create new reports
Hi, Is it possible to restrict who can create new reports? I still want users to be able to see and run existing reports but only allow administrators to create new reports. Thanks Beth
"Open CRM Contact" direct from Zoho Mail email contact header
Just wondering if it would be possible to have an Open CRM Contact shortcut button directly from the email header instead of having to first go to "View CRM Info" For Example:
Record of Status change for a lead
Hi, Can we know about all the status changes happened for a lead and Is there any record maintained for that in Zoho CRM???
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