Methods to ensure offline CRM usage!
Hi everyone. So my team is facing this problem - due to internet connectivity issues faced by some of our users, we're having to seek out alternatives for the CRM that work offline. The best solution to this we found was the Zoho CRM Mobile App. However, this comes with one drawback - the sensitivity of our data makes it very risky to allow the Data Entry personnel to download the contents of the CRM into their mobile App. Ideally, we're looking for something that only allows Data Entry, and which
Partial phone number search is not working for Vendors and Accounts for ZOHO V2 RECORD API
I have phone number (+17202548042) saved for Vendor. When I search this vendor with following API with exact phone number, getting result. https://www.zohoapis.com/crm/v2/Vendors/search?phone=17202548042 But when searching this vendor with following API with partial phone number, not getting result. https://www.zohoapis.com/crm/v2/Vendors/search?phone=7202548042 Same type of partial search is not working for Accounts as well. But partial phone number search is working for Contacts and Leads.
How to make api connection through node js for Zoho CRM
Hi, I have tried to make an api call from Zoho Extension to Zoho CRM. But I get an error "invalid client error". Please help me to make an api call to get the details from Zoho CRM and also I'm in need of sample code for reference.
Deal stage probability
In our business each deal is unique and the probability of winning a specific deal at a particular stage is very different than winning a different deal at the same stage. I want the deal owner to be able to assign and change a deal probability based on their judgement rather than a set of mapped values. Is this possible in Zoho? HAs anyone found a good workaround?
How to change due dates on several tasks in bulk not seperately?
I'd like to change the dues dates on several tasks but don't want to do them individually. Is there a way? Thanks, Jenn
Emails sent from Zoho to clients using Outlook is crashing their outlook
I have now had multiple clients inform me that the emails we send with quotes included are crashing their outlook when they click to open the email. They then re-open outlook and they are able to open and view the email. But this happens every time they receive an email quote from us through Zoho.
2 separate Stage probability's in the Deal module
Is is possible to have 2 different stage probabilities in the deals module? We normally offer a 30 day trial of our services for our potential clients however, we're now offering a 45 day trial for one of our strategic partners clients. Both will follow different stages so they both need to be unique
Contacts going into Accounts module
Hi I use the modules as contact groups which works well for me, however, it seems that they are moving to the Accounts module and I cannot work out why this is? Any help would be greatly appreciated. John
User email Update
Hello, I have created a zoho crm account with my personal email id. Therefore, when I am sending emails to clients for business communication to clients, i am hoping to use my business email address, but i am not able to update it. Can I do something to use my business email?
Email limits for free account limited to 20 instead of 50?
I have just set up a free account for Zoho CRM and am attempting to send out some sales lead emails. I should be able to send 50 emails per day according to the documentation found here: https://help.zoho.com/portal/kb/articles/email-limits Two days in a row now I have tried sending emails and it is limiting me to 20. So is 20 actually the limit?
Integrate Zoho CRM with Asterisk phone system
Dear Support Zoho, I have some issue about integrate Zoho CRM with Asterisk phone system, please help me solve it : 1- Configure Phonebridge : Setup → App & Add-on → Orther App → Choose Telephone Provider → Asterisk 1.4 I have full fill information and click save but it can't save information. I have re-type many time but it still can't save. 2- Currently, The lastest Asterisk's version that Zoho CRM can support? 3-
Integration with Asterisk problem
Hi! I wrote in https://help.zoho.com/portal/en/community/topic/integration-with-asterisk-not-working but didn't got answer. I have integration with asterisk. I can click to call outgoing but when the call is answered in the softphone the Zoho is still under calling. And there is no popup on the screen for icoming calls. And we can't make next outgoing call until crm page will be reloaded. How can we fix it? John.
Problem with inserting record into custom module API V2 cURL
Hi, I have a problem with custom module, i am using the correct module name CustomModule2, but after sending the data they do not appear in Zoho module. With standard modules (Contacts) everything works fine. I do not know what the problem is. My code: Thanks
Add tax recap table in quotes inventory template
Hi ! Here in France we have several tax rates, depending on the type of product we sell. To comply with the french regulation, we need to add a table in the quotes (and the invoices) showing this : Code Rate Amount 1 20% XX € 2 10% XX € 3 5,5% XX € 4 2,1% XX € 5 TOTAL : x € XX€ would be the sum of taxes on all quote lines, per tax type. TOTAL would be the sum of all taxes amountsHow is it possible to do this ? Thank you !
Attachment
Hı all, I want to do automize adding attachment Example:when my customer send to me a mail with attachment (my mail server connected with zoho crm) I want to add this attachment automaticly Can we do that?
PHP SDK 2.0 - Can't get custom views for Deals module
Hello, I've been encountering an issue with trying to fetch a list of custom views using the PHP SDK. Using this same module instance, i am able to fetch all the Deals records I want, it works very well. But when I try to get my list of custom views, I encounter this error: and I've attached the response info below with IPs blanked out Could this possibly be an error with permissions when I generated the access token? I'm unable to think of any other issues. Thank you in advance.
Activity Summary Report
I am trying to create a report that summarises the number of "Activities" performed in a given time period (e.g. Month to Date) by each person in our organisation. I can create individual reports that give me summaries for each of Tasks, Calls and Events, but not one report that adds all of the Tasks, Calls and Events together. Is this possible? And if so, how do I do this? Thanks in advance.
Import data lookup module by custom field
Hi there, I'm trying to import data into a module which contains Square order data and a lookup field for Contacts. I have a field in my Contacts module called "Square Customer ID". During the import, it lets me select a Contact by Contact ID or by email. How do I select it by "Square Customer ID"?
CRM 101 - How to schedule a future telephone call
How do you schedule a future telephone call you want to make? It only seems current and past calls can be noted. Now I am using this software to look for a job. Thanks jp
Linking two fields in the same module
Hello, here is my objective. I want to track customer accounts that go inactive i.e. haven't purchased in over a year. I already have a field that tracks the last sale date (called "Last Sales Date"). I then created another drop down field (called "Account Status") that allows you to choose "Active" or "Inactive". What I am hoping to do is have the drop down field automatically update based on sales date. For example, if an account has not purchased in over a year, the "Account Status" would automatically
Import Contacts
Hi, How can I import contacts from .xlsx or .csv and that are located in the accounts that correspond to them, which are already in the CRM? I have the free version. Can someone help me please? Thanks a lot!!! Jose
Send Email button for Sales Order
Hi, is it possible to add a button to the sales order view page that sends the order as an email automatically to the contact, with the PDF template attached and the email template pre loaded? saving the need to seleck the templates manually? Thanks Harry
Integration with InvestorCarrot site not working
Hi, I have an InvestorCarrot site, and I have entered my Zoho CRM credentials (I set up an app password in Zoho specifically for this) into InvestorCarrot and mapped the fields per the instructions here (https://help.carrot.com/tutorial/zoho-crm-forms-integration/). InvestorCarrot support have confirmed that everything appears to be working on their side but, whenever I try to enter data into my InvestorCarrot site, none of it makes it through to Zoho CRM. Is there a way to check what's going wrong?
Automatically attach last upload to workflow mail
Greetings, is it possible to automatically attach the latest upload on a record (e.g. a pdf-attachment at contact record) to a mail notification generated by a workflow rule? Thanks for your help! Kind regards, Tobias
Show Account image using the CRM API V2
How can i display the Account's image (Record Image field) outside the CRM using the API? I have uploaded the image, and the API response shows this for the Record_Image field: "Record_Image":"dfde9da94c4af4e8330d8b4ef40f7fa2409ced5e92ffcfb3ce22a34d8b1fbe8e6b2dc804fa19320ad0834fcbd73df04c7e45578b23beaf950d0ad9992686c87416ff0d77be1300a2d84c919625c29774" Is there a way to display the image using this long string? Thanks in advance!
Update my code from API v1 to v2
Hi guys Ive got a simple form that when submitted inserts the form values into Zoho. The Zoho code is very simple: $curl_connection = curl_init('https://crm.zoho.com/crm/WebToLeadForm'); curl_setopt($curl_connection, CURLOPT_CONNECTTIMEOUT, 30); curl_setopt($curl_connection, CURLOPT_USERAGENT, "Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1)"); curl_setopt($curl_connection, CURLOPT_RETURNTRANSFER, true); curl_setopt($curl_connection, CURLOPT_SSL_VERIFYPEER, false); curl_setopt($curl_connection,
Thank you for making Zoho CRM the world's favorite!
This is the season of gratitude, and we'd like to thank you for making Zoho CRM the world's favorite CRM–powered by the love of over 150,000 customers worldwide. How? Zoho CRM is consistently recognised as one of the highest-rated CRM applications by our users, and we've received several customer choice awards as a result. This year, PCMag surveyed their readers for their opinions on CRM software, according to which Zoho is the most recommended CRM and the only one with a positive NPS score among
Permission calendar sync
I can't synchronize the google calendar from a standard user, I get permission error
Allow Blueprint to Trigger off of any field
What I want to accomplish: Every time the stage is (C or D) and a field named "Date of Payment" is being changed from empty to ANY VALUE, I want to first validate if a third field called Buyers Name is filled in. If Buyers Name is filled in, then the user should be able to fill the Date of Payment. If the Buyers Name field is empty, the user should not be able to fill in "Date of Payment." How can I accomplish this?? It looks like when I try to create a blueprint I can only select a field that is
Show CRM users (members) on website
Hi, Is it possible to show our employees (or members) who are in Zoho CRM on our website? By embedding or linking the data from the CRM.... how might one do that?
Approve All Records
Hello everyone, I need to approve all junk records. Is it possible or not? it's hard to give approval one by one Thanks.
Bug in php-sdk
When the oAuth token is created, the expiry time is managed in Milliseconds https://github.com/zoho/zcrm-php-sdk/blob/master/src/oauth/ZohoOAuthClient.php#L119 But, the response object is saying 'expires_in=3600' to it, which is only 3.6 seconds, instead of one hour. This needs to be multiplied by 1000 before using it in setExpiryTime() For helping people google this problem, you'll see this trigger {"error":"access_denied"} randomly, or with the exception "Exception while fetching access token from
App Spotlight: Outgrow for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho Marketplace for all apps. Outgrow for Zoho CRM Outgrow enables you to easily create interactive content for your website. Use applets and widgets such as calculators and quizzes to generate leads and customer data which you can then send to Zoho CRM to optimize conversions or personalize sales followup. Get the app here Business needs Generating more leads and sales-qualified leads is a top priority for any business
Attach Folder and/or cloud storage hyperlink
Hello, My company handles thousands of documents and photos, sometimes hundreds for a single Potential (we call them "Jobs"). We've tried Zoho Docs, and Google Drive to manage documents in CRM, but attaching dozens of individual files to a Potential is extremely time consuming, and they can only be previewed one at a time. I created a custom field that we copy & paste a quick link address into to access files related to the Job in Google Drive. Would it be possible to add a hyperlink that can be
I can't change the name of super admin
Hello, In my company, I'm admin et I want to change the super admin name but it is not possible. Why ? Thanks Pascal
Customer Portal???
So where is the customer portal setup in the Enterprise CRM setup? Please don't tell me we have to wait another period of time before release.
Our User login to ZOHO CRM
Is possible that our own crm users can login to ZOHO CRM or Our contacts can login to ZOHO CRM
Portals - Where is it?
I am having difficulty finding portals? I am told it is here: Settings----->Channels----->(There is no "portals" link here?) I only see these options under Channels: Email Telephony Social Chat SalesSignals I was on 14 days trial of Enterprice CRM, and it wasn't there so I upgraded to Zoho One (30 day trial) and it's still not an option under channels. Please help!
Imported records from Insightly not bringing in the Tags?
Does the import from insightly not bring in the tags? I imported all my records into sandbox, but the tags did not make it? Can you confirm? Thanks!
Moving the Mail Template to other folder
Hi I have created a "Mail Template" in event folder, can you help in moving this mail template from Event folder to Leads folder, since I want to send the mass mail to my Leads
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