CRM Hack #27 How to setup a customized reminder in a module in Zoho CRM?
Hello everyone! In Zoho CRM, we have automation workflows that helps administrators to notify the higher ups, create follow up tasks, update fields and send data to another applications. But there is no option to remind a user at a specific date in CRM using workflows. Say for example, you want to be reminded about a particular Deal exactly 3 days after meeting the client.To do this, you need to manually add a task and associate this deal to it.The hack I'm proposing today helps you do just that
Would like a trial of free edition
Hello, Small company with 5 employees. Would like to sign up for the free edition, but each time I try to it starts me off with a trial of the Enterprise edition. What I'd really like is to just see exactly the features I will have with the free edition, would prefer for the time being to not make use of modules that will not be available in the free edition. Is it possible to downgrade myself, or someone from the Zoho team to do it?
USE CAMPAIGN MEMBER STATUS IN SENDING SPECIFIC EMAIL TEMPLATES
How can we send mass emails using different email templates based on the Campaign Member Status? For example: a contact with a Member Status of "Signed On" would get a different email than a contact that has a Member Status of "Not Interested" Please help!!!
How to manage campaigns on current contacts in ZohoCRM (Campaign Members functionality in SalesForce)?
Hi all, I went through ZohoCRM help carefully but I haven't found the way how to manage adressing the contacts by various campaigns. Let say that a single person is addressed by these campaigns: 2010 - Product A offer - Direct Mail 2010 - Product A offer - Phone Follow-Up 2010 - Product B offer - Invitation on Conference/workshop/webseminar 2010 - Product A offer - Phone Follow-Up after the event 2010 - New Year message It's clear for me how to assign the acquisition campaign to the lead or
The email which you have entered belongs to a different deployment/region
Hi I've just started with Zoho CRM and am beginning setting everything up. I recently created Admin access for my developer and he received an email to set up his account, however when following the link he received this message: The email which you have entered belongs to a different deployment/region I'm currently working from India and he is based in Denmark, if for any reason this should make a difference. Please could somebody advise as to how I can fix this? Cheers Dan
Create CRM records from Zoho Reports
I need to add CRM records (company, contacts, etc.) from the prospects lists that I uploaded to Zoho Reports. I have a unique identifier for each type of record (i.e. EIN for each company). Conceptually, this would be equivalent to a simple vlookup in Excel - is there any guidance on how to do this in Zoho? I was trying to build a 'Zoho Flow' also, but was unable to get this to work.
How do I "connect" information in a custom module to the Accounts module?
I developed a custom module called "Machines" that lists the Manufacturer, Model Number and Type of Machine for each account. An account can have multiple machines of multiple types, for example: 3 Prima punch presses 1 Mitsubishi laser 5 Mitsubishi press brakes How would I be able to show this information in the Account module so that our sales rep can see it when they look at the account information? Thank you. John Galich
Birthday Emails
I want the system to automatically send out the birthday e-mail template either on the day of a contact's birthday, or a couple of days in advance. How do I do that?
CRM: Trigger Lead Assignment Rules on insertRecords Method
I've been looking through the docs and can't seem to find a way to trigger the lead assignment rules when the insertRecords method is called via the API. This seems like it should, logically, be triggered using the wfTrigger flag, but I've only been able to change the lead assignment manually through the API. Additionally, there doesn't seem to be a way to write a Workflow rule to handle the lead assignment. If there is a way to utilize the lead assignment rule via the API or could someone point
Outlook plugin - email attachment
It would be handy if the Outlook plugin would allow you to attach the email to the 'Deal' which it corresponds to. Maybe instead of just attaching to the CRM and creating a new client contact, we could have the option to select where to attach the email from a list of active Deals. Every time one of our users attaches an email to Zoho CRM, it creates a new client contact and the email will appear there. The only time we really want to save emails is when they relate to a specific Deal so we would
Problem with Calendar Sync Between Outlook and Zoho with Plugin
I am using the Outlook Plugin for Zoho. I want my calendar items to from Outlook to Sync with Zoho. I can get the calendar items to sync, but the invitees from outlook are not showing up in Zoho. That is, I can see the "event" in zoho but not the people I invited. I would like this to work so that I can look back in Zoho at a contact and see what meetings I have had with them
Zoho CRM Community Meetups - India.
Hello Everyone! It's great to see so many of you actively participating in our Community. The Community Learning Series is all about bringing us all together, sharing knowledge and getting to know our CRM better. Next on our list, are a series of offline Meetups set around different topics around CRM, with the first series focussing on Customizing Zoho CRM. Our goal is to get the CRM community together, enable you all to get a better understanding of Zoho CRM, learn to customize and adapt it to best fit
data storage
Data entered into Zoho to be kept on shore in Australia. Zoho set up a storage facility in Australia, or work with our organisation to route data to a space hosted by us.
Lead Api Error using in PHP
Below is the API url I am using but getting response is "400 Bad Request". But same url is working if I put in browser "Chrome". What mistake I did here? Please some one help me on this. Thanks https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=passingtkn&scope=crmapi&xmlData=<?xml version="1.0" encoding="UTF-8"?><Leads><row no="1"><FL val="First Name">Jean-Marc</FL><FL val="Last Name">Ransinangne</FL><FL val="Street Adress1">Covert Pl</FL><FL val="Phone">4342343243</FL><FL val="Phone
Possible to do same multi-entry of several different contacts in notes?
Is there an easy way to do a multi-entry of a note task (e.g. have a note documented in an identified list of contacts with the title of the task (such as Email - sent XX whitepaper) and a small detail of what was done in the note body, instead of having to go into each contact and manually enter?
Create exportable Excel list using notes keyword search?
Trying to pull a list that includes everyone with a certain keyword contained in the notes field, to include their name, company name, and email address, and export into Excel (Experimented with Zoho, searched guides/help as well as forums - seems to be limited to 10 results and can't customize to include contact name and company name to show in the results fields as they are not options. Even attempted reports since they can pull more data lines and couldn't find where to pull from notes here/not
How do I close a task associated with a lost potential?
I am trying to create a workflow rule where all the active task against the lost potential will automatically get closed, is there a way this can be done?
Are tags available to all users - haven't been able to access?
I'm seeing notices that Tags are finally included, but when I follow the user guides, I don't see anything in my actual modules, etc. that mimic the selection buttons that they state should be there. Are Tags still just being piloted to a small group and not available to all? Thanks!
Canno't fech record from Leads or Contacts (php )
Hello , I'am trying to fetch records with php but i failed and the problem is nothings appear on my console please help me guys . Added to that i had also try to create post request and always console blank and nothing happend. # This is my code Request fetch <?php header("Content-type: application/xml"); $token="my api token value"; $url = "https://crm.zoho.com/crm/private/xml/Contacts/getRecords"; $param= "authtoken=".$token."&scope=crmapi";
Formula Field - Overwriting
Hi there, how would one be able to 'overwrite' a 'formula' field? The formula field is hidden in creating/viewing mode so I can't do much there. Many thanks!
Easy way to get spreadsheet data to auto create and assign CRM lead
I am looking for a way to create an "easy button" or a very simple way to convert a spreadsheet to a lead in Zoho CRM without going through the import process. A file is downloaded from a 3rd party site and I need an easy way to convert the excel spreadsheet to leads. Is there a way to create a custom function to do this?
HELP!!! ZOHO API DOSENT WORK!!
Sadly The Zoho Company is not the best at answering support Tickets. It has now been over 24 hours and still no response so i am forced to try and get support from The fine people of this community. In our CRM We have two layouts. One of the layouts is named RDR1 and the other is the default. Where i run the command getFields It comes back with only the default Fields none of our custom fields. This is a major problem because the majority of our Custom Fields is where our data we need to search
Easy way to get spreadsheet data to auto create and assign CRM lead
I am looking for a way to create an "easy button" or a very simple way to convert a spreadsheet to a lead in Zoho CRM without going through the import process. A file is downloaded from a 3rd party site and I need an easy way to convert the excel spreadsheet to leads. Is there a way to create a custom function to do this?
Form updates system-defined layout in Deals but not a custom layout
When the form integration settings have Module is Deals and the Layout is (system default), the integration works. When the same form is used and Module is Deals and the Layout is my custom layout, the integration doesn't work. Any ideas?
Needs help with lookup list based on the value of another lookup field
I have a lookup field from “Module A” to a record in “Module B”. I created “Module C” which have a lookup field to a record in “Module A” and a lookup field to a record in “Module B”. Within a record in “Mdule C”, If I selected a value in lookup field to “Module A”, then a list of record which associated with “Module A” from “Module B” should populate when I start looking up value in the lookup field to re ord in “Module B”. This is very similar with the look up relationship between Contacts, Accounts
Default setting for "Email Sent from"
How do I set the "emails sent from CRM" to be "All" as the default for a lead? When it is set to me (default), I cannot see other emails sent by the crm. I have to change it manually every time I open a lead. I have attached an image to help.
Lost data ?
I'm worried, all my data seems to have disappeared ! Thank you for bringing me your help.
API Search Custom Field
So We have a few custom fields in our Contacts area and I am trying to Search it using the following api URI https://crm.zoho.com/crm/private/json/Contacts/searchRecords?authtoken=MY_AUTH_KEY&scope=crmapi&criteria=((Deal Date:2/7/2018)AND(Ready To Process?:YES)) It returns the following response {"response": {"uri":"/crm/private/json/Contacts/searchRecords","error": {"code":4832,"message":"API call cannot be completed as the Criteria parameter contains empty field name"}}} Please Help!!! It is saying
Canno't fech record from Leads or Contacts (php )
Hello , I'am trying to fetch records with php but i failed and the problem is nothings appear on my console please help me guys . Added to that i had also try to create post request and always console blank and nothing happend. # This is my code Request fetch <?php header("Content-type: application/xml"); $token="my api token value"; $url = "https://crm.zoho.com/crm/private/xml/Contacts/getRecords"; $param= "authtoken=".$token."&scope=crmapi";
Industry options change on conversion
I have customized my options for INDUSTRY under Leads to four choices. When I convert a Lead and it becomes an Account and I try to edit it to change the INDUSTRY a whole new set of options are available. Shouldn't the Industry options be the same?
How to close a deal
Hi, I need help, I dont know how to close a deal that I already won and ended. The expiration dates of the deals ended like 2 months ago, and still appears in the Flow. And If I click on "Open Deals", that deals appear. How I can close those deals and not appear in "Flow" Thanks!
Tip #32: Use Custom Buttons to Execute Unique Actions and Work Faster
Hi folks, Following our Zoho CRM - Tips and Tricks series every Thursday, we are back today with a quick tip on Custom Buttons. Create, Edit, Convert, Send Email, Clone... These are some of the standard buttons that you see inside Zoho CRM. Each one of these buttons is intended for a specific purpose and upon clicking, they invoke and execute the action. But picture this - when you are following up with your deals, you want to send the price quote to associated contact once the discount gets approved.
Changes made to Lead , especially Lead status should be tracked with the time stamp included.
Hi, Is there a way to see the complete history of changes made to the Lead? For instance , the Lead status which was "attempted to contact" at 2:00 changed to "contacted" at 2:50 .
"Stores Near Me" feature in Zoho CRM mobile app showing incorrect stores
Has anyone experienced issues using this feature on their mobile crm app, and the incorrect store will show up on the map? We have had a couple incidents where the sales rep would start planning all the store visits in his local area, then an incorrect store would pop up on his map. I have verified this is the case, and ensured that the addresses are indeed correctly entered in Zoho.
Information contained in the email, direct to account registration
I get daily process progress in my email (about 200-300 per day). In my zoho crm system, I have registered all my processes in the tab of accounts. I'm looking for a solution so that when I receive an e-mail from an update regarding a process registered in my system, the system itself can launch as a task within that account registered in my system. However the custom script / function has to map the contents of the email to find the process number (Ex. 00015099720105020045) to locate in my system
Layout rules with required fields
Our layout rule with hidden required fields is broken all of a sudden. It was working perfectly for months, now it displays all required fields by default, ignoring the layout rule. Did you change something recently? Please change it back.
Sending emails to people in reports
Hi, Had a look around and nobody seems to have the same issue. So I generated a report based on activity with our mass email campaigns and I wish to send an email to those who have clicked on our link in the email and have not opted out from our campaigns - I now wish to send the people in this report another email that is more specific. For this, I need to be able to access the emails module from the mass email section of Zoho CRM. Has anyone got a workaround for this other than sending them individually?
Field level Validation
Have created a Field(singe line) in contact module with Min width of 13 digit,Now i need to check on the duplicate and system must not save the field data in case if the sale person update within 13 digit.Is it possible ? thank you
Syncing wordpress data in to the ZOHO CRM
Hi, I want to sync my real state wordpress contract and property content in to Zoho CRM. Here is the some point I want to implement, Please let me know is this possible or not 1. Uploading new properties in Wordpress including pictures (is what i do) 2. Syncing all fields to Zoho a. Owner contacts to Contact module b. Property details to property module c. In property module create 5 fields with formulas d. Sync result from formula fields back to WP e. Ability to turn listings on or off in WP from
Create automation involving two or more modules
If it only involved one module it would be easy to do with a rule, but I want to involve two different modules (tasks + accounts) and cannot find a way to do so because I am not technical enough to be able to use custom functions. What I am looking for is a way so that: 1) Every time someone closes an activity; 2) If the expected closing date has not been changed within the past 30 days; 3) And if that account is on certain stages; 4) Prompt the user to update the expected close date field (mandatory).
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