Calling through Zoho CRM Mobile app doesnt work!
My user id is 658187232.I and my 14 users have been using Zoho for 3 months, and calling on Mobile App doesnt log any calls. Though its marketed as a feature, but it doesnt work. The UI of Web is great, but the mobile appp functionalities are NIL! I have had 80 phone calls with Mobile support team but no result. Checking "scenarios" , Or-specific issue, etc are different reasons given but NO RESULT
Does calling through Zoho CRM app log calls
My user id is 658187232.I and my 14 users have been using Zoho for 3 months, and calling on Mobile App doesnt log any calls. Though its marketed as a feature, but it doesnt work. The UI of Web is great, but the mobile appp functionalities are NIL! I have had 80 phone calls with Mobile support team but no result. Checking "scenarios" , Or-specific issue, etc are different reasons given but NO RESULT
Autoupdate record when workfows have finished updating it
We are getting to 100 workflows including including a lot of fields updates and custom functions. Unfortunately it is so confusing for the regular user after making changes in the records what is there on screen is an illusion, why? because we all need to REFRESH the browser in order to see what is left after running all the "Automations". Stage changes, fields updates, dates auto populated, etc, etc, etc........ You can do a lot of Automation. What about to add a little trigger for the records to
Field change rule doesn't trigger when field is updated using zoho.crm.updateRecord in custom function
We have a scenario as follows. When an invoice is created a workflow rule is triggered and one of the actions is a custom function that updates a custom field in the invoice based on products that were purchased. There is another workflow rule that looks for a field update for the custom field. When running the custom function from the script builder a call to zoho.crm.updateRecord will cause the field change rule to run and when it is run from within the workflow rule as an action the field change
Where is the Record ID field to add to reports?
I don't see where the Record ID field is located. Need to add it to reports. For example in Accounts, no Record ID is exposed. Where is the field?
*URGENT* Cant visualize Wrokflow rules with Lock
Hey, I have two workflow rules with lock. Before the Lock i could open them, visualize them and modify them. Now with the lock whenever I open them it shows me the message: "Once edited, any changes made will be saved and the Rule will be locked again. Do you still want to edit this rule?" Then I click "Edit", and the workflow rule opens but it shows nothing. It shows a blank page, I can't visualize the rule o edit it. I attach the screen captures. We really need to edit the workflow rules with
What does the "continous" option mean in a blueprint?
What does the "continous" option mean in a blueprint?
Duplicate Invites
Our users integrate their Zoho and Office 365 calendars/events. When they create a New Event (either from the Contacts page side in Zoho or through a calendar invite in Office 365), the system(s) will send at least TWO invitations out. So our customers will get 2 emails with 2 invites, each formatted slightly different but with the same general information. Obviously no one would want to send MULTIPLE DUPLICATE invites to a customer so something must be setup wrong somewhere. Is there a setting in
Best practices around email
Hi there. Prior to Zoho CRM I used a program that allowed me to be notified if an email was NOT responded to. I could set it between 2 and 7 days. If the recipient did not open the email, then a reminder was put on my dashboard. This saved me a lot of time, more importantly, I was able to stay on top of following up on emails sent out and very little fell through the cracks. I don't see the feature in ZohoCRM, but I am curious what others are managing this. I
Customize your Kanban view
Hello folks, Last week we saw how a Kanban view could help you get a clear picture of your records' status at a glance, along with some time-saving hacks! Continuing from there, I'm going to give you another tip on Kanban view that is sure to benefit you. Customizing your Kanban View You will mostly be using the Kanban view to see all your records according to their stages in the sales pipeline, and this happens by default. But did you know that you can also create your own view for any module based
reports
How to create the report "leads per day"? I can't choose the right parameters for this report. Thanks
Im not receiving the Zoho calendar invitation to my Google Calendar
I have problems when im creating a meeting in Zoho Calendar is not showing in Google Calendar (but im receiving the email from calendar) i dont know why.
ZOHO Support?
Two days ago, I submitted a support ticket to https://help.zoho.com/portal/newticket but got no confirmation or follow up (not even an automated acknowledgement of receipt). Yesterday, I tried to login to view My Requests at https://help.zoho.com/portal/signin#myarea, but the portal did not recognize my registered ZOHO email address or password. My "renew password" request failed with the error message, No such user. I am, in fact, "the" primary administrative user for our ZOHO account. I then submitted
ALL email filter for an account or contact doesn't include all the emails
Hi, We are trying to use the email tab to see all the email interactions with the same account. We want to use this feature because we want to share all the email interactions among different Zoho admins (IMAP shared user), then there would be less confusing and time-saving. Theoretically, the Email tab should show the total amount of all the email interactions between all the shared Zoho admins and that account, including the records from all the shared admins and the detailed emails from different
Workflow Automation
Dear all, please do not use Zoho CRM software its not user friendly I have been using since last 2 months and its very complicated you have to be expert to understand its functions and manage it. There is no support from Zoho team to help you to manage and configure it as per your requirement. I have created clients records and wanted to schedule email notification to some specific client on their license expiry date but it doesn't work. I tried to reach the support team but no response I am loosing
Workflow Rule for Tasks
Within our tasks module we have three different categories for 'Status', one of which is 'deferred'. I'm trying to create a workflow rule so that when the user selects 'deferred' it will automatically push the due date back by 5 days or so. I've set it up so the execution of the workflow occurs when the user inputs 'deferred' into 'status' - I've put an instant action in as a field update - tasks >>>>> update >>>>> Due Date = execution + 5 days, however it isn't have the desired effect - any help?
Update
Hi. One thing I want to say is I would appreciate something going out when there has been an update of some sort. Today I have noticed a couple of new additions in CRM, one being new filter options (Touched & Untouched) but there is also a new option in the module builder called "User 1" - what is this exactly? Is this so another user can be related to other accounts/contacts/leads so in effect so you have multiple owners? And is there going to ever be an update where a contact can be related to
Open email with template, but do not send
Hey guys, I'm hoping this is achievable, and I don't see why it can't be achieved; all I'm looking to do is create a script for a link/button that will open a new email with an existing template pre-populated in the message part of the email already, but NOT send it. It doesn't matter if the html template content has to form part of the script - I'm happy to do that. I know this can already be achieved via script however as far as I can see there is not way to stop the email from sending. I'm also
API V2 - Update Record does not work
Hi All! I am trying to update a record following these instructions https://www.zoho.com/crm/help/api/v2/#ra-update-records, but I got an error. I've been debugged the file 'EntityAPIHandler.php' and the $this->record must be an object, so... The REST API Documentation is incorrect? Thanks in advance. Regards!
Scheduled Sync Job to Shopify Broken
Back on Feb 19th I discovered my scheduled sync job that syncs Shopify contacts and the purchases they make stopped working. This used to sync the new clients that purchased a product and also created invoices in Zoho for the purchases any client makes through our Shopify account. It just stopped working. A developer remoted into my machine, did some stuff and almost 2 weeks later I get an email back with this as the solution to my problem: "The issue is on the line accjsoninste = acc_criteriaMap.toString().toJSONList(); instead
Zoho CRM / Mobile app and contacts accessible from phone
Hello, I am using the mobile app of Zoho CRM and i like it. I noticed that each time I receive a call from one of my contact in CRM, it will not be recognized as such. I need to maintain and have the contacts separately on the phone. Would there a possibility in the future to have a connection that allows CRM data to be automatically stored in the address book of the phone, so that I can recognize my callers like I have with phonebridge. You had created a mobile app called ZohoCalsync. We would need
Specifc value from lookup field
I have a lookup field from standard module (Campaigns). In the record of one register in the module campaigns, I select one value (support name) from a custommodule (support or CustomModule1). I have another custom module (trazador or CustomModule10) when I have a lookup field from campaigns. In this module I need get the string value of "support name" when I pic any record of lookup Campaigns but when I try to pic the value "support name", I get the ID of the "nombre soporte" instead of the string
Contact, lead, deal
We are a small company B2C that conciders Zoho CRM. It needs to be scaled down to be useful. We are intending to import the customer data we have into contacts, i.e from old customers, we have a high level of repeat business. A couple of questions: 1. If we recevie a call we dont know if it's a new or an existing customer (we would look into integrate the phone sysetm at one point). The obvious is to start entering the call into a lead but I find no way how to recognize the customer if it exists
Community Digest - February 2018
Hey folks! We're back with a recap of all that's been happening in the Zoho Community for the past month. Check out last month's activities, product updates, and important tips, ticks, and hacks. Zoho CRM Meetups: Our first leg of meetups in the US has taken off to a great start. We successfully pulled off meetups in the US and Europe with a good number of our users participating and getting to know their CRM better. More meetups are heading your way across, US, Europe, Asia, and the Middle
API V2 - Update record does not work
Hi all! Im trying to update a record following these instructions https://www.zoho.com/crm/help/api/v2/#ra-update-records, but I got an error. Ive been debugged the file entity. Php and thisrecord might be an object, so.... It is possible the rest api doc is incorrect? P.S.: I also tried a ID integer (like documentation shows).
get related notes
I am trying to get related notes of Accounts, Leads, Contacts modules that were last modified the day before. At this moment I can get related notes for a specific id, but I do not know how to do that for numerous ids.
Running a report and displaying a custom URL field as an actual clickable URL
Hi, We have a custom field that is a URL added on some contacts in our CRM. We have reports that shows if Contact X has URL, then the contact shows on a report, it also includes the URL in the report. The URL is however not "clickable" directly from the report, which is anoying. Same think in the Deal module - we run a report, we have an added field that is of type URL, but in the report listing, it the URL is not clickable. Anything we are doing wrong that you can help us with?
Refresh browser in Leads page
I have configured a mailbox correctly and generated a rule in my workflow to automatically generate a lead. Unfortunately to verify the new leads generated, the only way is to refresh the browser (F5), not so with the SalesInbox that works automatically. There are any sollution for the leads to appear automatically?
[Zoho crm. Custom function]
My custom function uses postUrl() function for integration with another service. Whenever retrieved responseStatus of the call is 500 ( ( response.get("responseStatus") == 500 ) ) the custom function execution should be marked as failure - so later I can track 'failed' calls. Is there any way to explicitly throw errors/exceptions in custom functions? Or any other suggested solutions, please? Thanks. Anton
I can not see any contacts
All "Contacts" records have disappeared from my account. Please, I need help very urgently in order to reverse this situation. I have no idea what will have happened!!! Thanks in advance,
Workflow rule not executing on imported records
I imported a list of Accounts and found out that workflow rules do not run on imported records. I need this workflow to run in order to assign these accounts to the territory rules that are defined. Does anyone know of a way to force a workflow rule to run or a workaround to this problem?
Update Record (Potential) give an error
Hi all! On my production environment, I've got an error when I try to update a record. 1. $idPotential = ["97538000000158003"]; 2. $insPotentials=\ZCRMModule::getInstance("Potentials"); 3. $bulkAPIResponse=$insPotentials->updateRecords($idPotential,"Description","Test Description"); 4. $entityResponses = $bulkAPIResponse->getEntityResponses(); On 3rd line, the error is: Call to a member function getData() on string I don't know why this line got an error, on my local environment it works fine. Thanks
Zoho CRM - Report Scheduling
Hi, Is it possible to define working hours and holidays in CRM. Basis, the defined holidays, reports should only run on working days.For eg, I have reports scheduled for all days of the week currently and I do not want the scheduler to run report on Sunday which is weekly off. Waiting for a response. Regards, Preeti
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,
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