Allow users to see other users records but Limit sending Email only to theirs
Hi Currently anyone can send individual emails and mass emails to any client no matter if it is theirs or not. We have set it so that everyone can see everyones notes, tasks, and emails sent from CRM. I want to keep allowing my CRM users to see other users Leads/Contacts/Accounts but I don´t want them to be able to Send Mass emails to them, and allow them to send only to their own Leads/Contacts/Accounts. Hope someone knows how to do this
Hide Admin AUDIT logs
Hi, I want to allow some of my CRM users to keep seeing the Audit Log, but I want to hide any activity from the Administrator. i see no way to restrict access to this
Automate Account Name by Concatenating Other Fields
I deal with consultants who name their companies after themselves. Often they are uncomfortable completing a Company Name field. Yet the Company Name field is mandatory. To get around this I need to be able to lift the First Name and Last Name from the Lead/Contact to complete the Account/Company Name. Please tell me there is a way to automate the completion of Account Names with the First/Last Name variables. If not.. Please tell me a workaround. Much appreciated.
Zoho Sign and CRM Integration
When will the Zoho Sign extension for CRM be live?
Mapping/Linking Fields
Is there a way to link fields in two different modules. For example if on a business view you update the workplace phone number. Can it update associated contacts with the new work place phone number?
Is there an expected release date for a Zoho CRM JSON API?
We've read in past discussions on this forum that you have been working on a new API version that will allow sending data in JSON format. From a reply at the Zoho Desk announcement for their new REST API last week, it also looks like you are working on it. https://help.zoho.com/portal/en/community/topic/release-of-zoho-desk-rest-apis#2266000009580269 We are considering using your API to automatically insert into Zoho CRM client records created on our website but we could wait if a more modern JSON
Tip #4: Automatically receive updates on records that matter to you with Feed's Auto-Follow rules
The fourth tip in our Tips & Tricks series is focused on getting automatic updates on the records that matter to you the most and that needs your attention. With a huge database of records, there is a big chance that you might miss something important. It could be anything: A big deal that could seal your monthly target and requires every bit of your attention. A tough prospect who makes it nearly impossible to close the deal and who makes things harder than it needs to be. Leads generated from a
Convert Sales Order to Invoice in custom function
I would like to convert a sales order to an invoice in a custom function. Is there a way to do this? Ideally, I wanted to convert upon creation of the sales order... but this apparently is not possible. I have tried setting a field to change after sales order create.. then having a workflow watch for the field change to convert the sales order to invoice, but I do nto know if it is a timing issue or what but this never works either...
Related contacts vs All contacts
When assigning Contact Roles in Potential View, then adding More Contact and slecting Contact Name Lookup - by default Related Contacts are shown - is it possible to change / setup up - so after selecting Contact Name Lookup by default All Contacts are shown?
Problems inviting users
I cannot invite users with the email address ending in xxx@t-systems.com.br Invitations to xxx@gmail.com or xxx@industria40.com.br are possible. The SPAM folder does not represent an invitation from Zoho. Any ideas? Regards, Matthias
Linking data from Zoho Invoice and Zoho CRM for Reporting
Hello! Another newbie question...I have a client that needs a report that combines data from the CRM Accounts module and payment history from Zoho Invoice. Is this possible? Thanks!
how can i have unique contacts in a campaign
i want to add from certian criteria contacts to campaigns. I understand how to add them based on this, however, we have a number of contacts whos email address are not unique to the account they are under- meaning, Joe Blow > j.blow@email.com can be listed under company 1 :> CO 1 ltd and as well as company 2 :? CO 2 Inc. how can i create a campaigns list that will only allow me to have one and not the other company? for this particular campagin, it doesnt matter which is chosen. I would rather
Updating a potential
Hi, Using Zoho CRM API, I have been able to successfully create a Lead and then convert that Lead into a contact and a Potential. I am looking for a way to update a Potential after it has been created. I have been able to update a Contact successfully using updateRecord API. https://www.zoho.com/crm/help/api/updaterecords.html However, there is no way mentioned to update a Potential. How can I update potential given a potential id?
How to add custom module as list to Sales Order
We have Devices as a custom module. There are multiple Devices associated with an Account (working fine). We need to assign selected Devices to a Sales Order so the technician knows which devices to perform service on. I thought a Related List would work well, but I cannot see the option to create one for Sales Orders. How can I make this happen?
User Level Restrictions is possible in Zoho CRM?
Hi, I need clarification on Zoho CRM User level Restrictions. Here I have attached the document for structure of my organization. Scenario: (in diagram) 1) If Login as a manager in CRM, he can able to see all the employees under the each department also. 2) If Login as a Sales Team Manager in CRM, he can able to see the only Sales Person1,Sales Person2, Sales Person 3. 3) If Login as a Developer Team Manager in CRM, he can able to see the only Developer 1,Developer 2, Developer 3. In above scenario,
CUSTOM FUNCTION - CUSTOM VIEW IN SALES ORDER
Hi I want to use a Custom Function to calculate the Sum of the Sales Orders with three criterias (Business Centre, Current month SO, and With another field selection). To do so, I am trying to do it getting the list of the sales orders under a Custom View I created and then sum them up.. But I am having some troubles getting there: sO= zoho.crm.getRecords('Inbound BKPI Function'); info sO; I tried with another Modules and did work, but with Sales Orders doesn´t. Is there any limitation with this
Cannot Get Correct Territory Assigned
Hi. We had a new sales rep start who took over from somebody who left. I reassigned all of the Accounts, Contacts, etc. from the old rep to the new rep. I also set up his territory. Our territory hierarchy is Country (top most) ==> Region ==> Rep In this specific case the hierarchy is North America ==> East ==>017 - John Smith The rule is set up as follows: 017 - John Smith Account Owner is John Smith I then went to Assign Territories, selected "My Own Criteria" then Account Owner = John Smith Instead
Field Limitations drive me crazy
I am trying to design a great system for us to use and i am constantly having to redesign because of hitting field limitations / layout rule limitations surely these could be a bit more generous i am paying $300 a month for the system and hitting these barriers i do do find frustrating in what is otherwise a really useful and excellent system Kevin
Lookup Fields
Is anyone else having trouble with lookup fields today? When I'm in Lead edit mode, when I click on a lookup field that was working fine a couple of hours ago, is no longer working. It doesn't launch the popup - just the red bar at the top cycling. I've already sent a ticket to support but who knows how long that will take.
Pre qualified Leads
Hallo all, I am new in this Forum and looking for help from you. I made some regional leads and potential reports. My reports are working with city and zip code but not per state. After i research a lot about that i found, most of my prequalified leads states are not showing in the reports. If you know how to solve this problem, please answer me. Thanks in advance. Fahad
How to get the sales order from an website to zoho sales order?
I have an website which will have order history . I would like to show order from that website to zoho sales order how to achieve that?
Autopoulate Field Based on Lookup Field
I created a custom module: Module : CustomModule5 API Name : CustomModule5 Displayed as : SIC Codes (Plural Form) SIC Code (Singular Form) It contains 2 fields that I care about: SIC Code Single Line SIC Name Single Line I'm trying to set this up in the Leads module so that I have a Lookup field for the SIC Code that is pulled from the above and then a second field (SIC Description) is auto-populated based on the corresponding descruption from the SIC Codes module. I know I need a custom function
Migrate Microsoft Business Contact Manager to Zoho CRM
I have 4000 business contacts and 270000 items of History for these contacts. How would I import the data from MS Business Contact Manager to Zoho CRM? I have tried the csv however I am missing ID numbers for the accounts and the notes. What do I do to import them?
Report - Individual Lead
I need to add a new button on teh lead pag to print a pdf report by including some of the information at the record level for that lead. I know how to add a button to a module, but I am not sure whether this can be achieved using a url (maybe Zoho Forms) or a custom function. In either case, how can I pass the values from the lead module? Thanks Shafeek
Zoho - Worklfow, custom function
Hi all, I have a workflow triggered when a potential is win. It copies (with a custom function) the Potential_closing_date into a custom field in account named ''last_closing_date''. This works fine, here is the custom function : acctIdStr=input.acctId.toString(); mp=map(); mp.put("Last closing date",input.closing_date); update = zoho.crm.updateRecord(("Accounts"),acctIdStr,mp); info mp; info update; I also built a custom function to recopie the ''last_closing_date'' field into all my contacts. Here
Linking existing fields to othe modules
Hi, I have a reason to link the birthdate field in Contact to a Date of Birth field in Leads... how do I do this? Can it be done after the fact? I am sure it can. Thanks, Brad
Moving accounts from Lead to Contacts
I've incorrectly added people as Leads. How can I move them into Contacts? Thanks
I would like to trigger two URL's via one click/button
We are looking to trigger two URL’s (one for the update of a CRM and the other is for the Phone system to be triggered-Click2Dial) via clicking one button. 1. The first link will update the contact record in our system with the correct Zoho Contact_ID 2, The second link will trigger a click to dial for that client record Is this possible?
Zoho CRM Insert Call with Lead ID.
Hi I'm Trying to Insert Call Record and Associating the call Record with Lead. The Call Record get insert but its not getting associated with Lead following data. <Calls><row no="1"><FL val="Subject"><!--[CDATA[Test Call_CTL22]]--></FL><FL val="SMOWNERID"><!--[CDATA[xxxxxx]]--></FL><FL val="LEADID"><!--[CDATA[xxxxxx]]--></FL><FL val="SEID"><!--[CDATA[xxxxx]]--></FL><FL val="SEMODULE"><!--[CDATA[Leads]]--></FL><FL val="Call Type"><!--[CDATA[Outbound]]--></FL><FL val="Call Purpose"><!--[CDATA[Call
Adding notes - have to click twice before I can start typing
I was wondering if anyone else in the forum is encountering this issue. Whenever I want to add notes in any module, I need to click on the text area box twice before the cursor would focus on it. For example, when I click on it the first time, I get this: The cursor is not focused in the "add a note" textbox and I can't type anything. I have to click on it a second time before it can get focus: Is this normal and why is this not a bug?
Seting date in Blueprint
I want a transition to be able to set a specific date. For example if a lead says to call on a specific date or call me back in October. Am I missing something when creating a task?
Choose a mass email contact
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
Edit Fields that are shown on Lead Creation Page
I would like to limit the amount of fields that are shown after hitting 'Create Lead'. Essentially, I want our sales staff to only visually show the REQUIRED fields needed on the 'lead creation page. To add additional information they need to create the lead and from that page edit the fields. Screenshot shows the 'create lead' screen shot that I am looking to edit.
Zoho Crm API InsertRecord - Workflow
I am trying to execute workflow on creation of record using zoho crm api and also did wfTrigger = true.But it is still not working. Here it is my xml data: <{authtoken=[hidendata], scope=[crmapi], version=[2], xmlData=[<?xml version="1.0" encoding="UTF-8" standalone="yes"?> <customModule14> <row no="1"> <FL val="Message">Yup</FL> <FL val="Phone Number">hidennumber</FL> <FL val="SMS-Status">received</FL> </row> </customModule14> ], wfTrigger=[true]},{Content-Type=[application/x-www-form-urlencoded]}>
Problemas envio e recebimeneto de email
Bm dia Não estou recebendo email já fazem dois dias. Começou quando enviava email e vinha de volta uma mensagem em inglês, que pelo que consgultei, dizia ser automatica só dizendo que foi enviado o email, e que se repitiria por 4 dias essa mensagem. Desde que isso começou não recebo email e os que envio as pessoas não recebem
Zoho CRM
Hi! We are Events Management company and have almost setted up CRM. We need help in the final touches for Reports and Dashboards and bit of some data.We need someone to start asap and work next 2 days on it and hopefully deliver to us by Monday. Best regards Harmeet Dubey My email is - harmeet.dubey@coriniumintel.com M.no -0044-7984907920
Automaticly generated offerdocument based on the deal information
Is it possible to make a template for an offerdocument, and get some of the data directly filled out from the deal, and acount?
SalesInbox Meeting Requests
When receiving a meeting request, the meeting request info is not shown when reading the email. There is the little icon showing it is a meeting request but no info as far as date/time/attendees, etc...
Horrible Customer Service
Just experienced the worst customer service by Zoho CRM ever. Do not seem to care. Pretty much say, nothing we can do. Good bye zoho, been customer for 5 years and i am going elsewhere unless some oen management contacts me and resovles my issue
Dividing leads
I am currently redesigning the Zoho CRM for the company I work in. I want to create two separate modules for two different types of leads, given that we have two different business lines. Unfortunately when I create a new module and simply put the name of the type of lead, many of the lead functionalities are missing. Is there a way for me to efficiently split leads into two modules, and be able to convert both from leads to accounts?
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