Sum total duration of calls in minutes not seconds
I'd like to be able to sum users' total duration on calls in minutes rather than seconds. A simple calculated field in the report would be great.
Price Books
How do Price Books work? I understand that at the product level we can establish different Price Books or levels, but how can they be applied to a Customer? My issue is that I have a Retail Price List, Wholesale, And VIP price lists that are applied to customers, certain customers buy from certain lists. How do I assign a price list or price book to a customer? Are they tagged or is it a field setting?
Unable to upload a file using python
Hi Team, I have tried the below method to upload a file in ZOHO using python. ====================================================== import MultipartPostHandler, urllib2 ID ='put the accounts zoho id here ' authtoken = 'your zoho authtoken here' fileName = "your file name here - i use the full path and filename" opener = urllib2.build_opener(MultipartPostHandler.MultipartPostHandler) params = {'authtoken':authtoken,'scope':'crmapi','newFormat':'1','id':ID, 'content':open(fileName,"rb")} final_URL
Assign products to users
I want to have different products assigned for different user levels - is this achievable?
Filter accounts without activities
I'd like to have an option to filter accounts without activities in the List View. I noticed this is a filter built into the Contacts List View. Can it be made an option for the Accounts as well?
Default Font for Email
I know this has been requested by many others. I would like to again request that there be an option to set a default font for emails.
Changing Main/founding Zoho CRM Email account
Hi, I have used my work Email address to create a Zoho account for my company. However, I do not want to retain CEO title and Admin privileges. How can I change the role and profiles of the main Email address and assign the CEO and Super Admin roles to another Email address?
Monthly conversion report
Hello, We need to be able to produce a report that goes by month to show how many leads are converted to accounts. In Salesforce we used to be able to do this with a formula but this doesn't seem possible in Zoho CRM. Being able to see the conversion rates for the month is a high priority as this is how we pay our staff. Can anybody help me with making this sort of report on the Zoho CRM system? Thank.
Sales/Contact Fields Not Merging
When we make a change to our Sales phone details, they are not updating in the Contacts phone field. I checked and only have 1x phone field, 1x mobile field etc. When I open the mapping section, it does not give me an option to merge them. Can anyone tell me what is going on here?
Xml layout example
Would you please have a xml example for multiple record updates method?, I did one like this: <?xml version = "1.0" encoding = "UTF-8"?> <Leads> <row no="1"> <FL val="Id">2000000178701</FL> <FL val="Company">Company1</FL> <FL val="Last Name">Last Name1</FL> <FL val="Email">automation@crm.com 1</FL> </row> <row no="2"> <FL val="Id">2000000178702</FL> <FL val="Company">Company2</FL> <FL val="Last Name">Last Name2</FL> <FL val="Email">automation@crm.com 2</FL> </row> </Leads> But the
Collaboration with non-users
Hi All, anybody has found a way to collaborate with other company department using Zoho and something else? E.g. a task for a technical attachment to an offer must be assigned to a technician and it makes no sense to provide him with a Zoho CRM license just for this. Any integration e.g. with ToDoist or similar? Thank you
Regular importing data into a Custom Module with an Account Look-up field
I believe that, as of now, it is not possible to import data into a Custom Module with an Account Look-up field and see the custom module data on the Account immediately after import. - either through the import UI interface or via program code. I have searched the internet, spoken extensively to Zoho support but to no avail. Nowhere can I find anyone who seems to have done this. And this isn't some esoteric operation - surely most custom modules are related items on Accounts and/or Contacts
Please unblock my email
Hello, I've increased my email space to 10GB, but I don't get my email unblocked...Could you please fix this or advise? david_van_hartskamp@zoho.com KR David
Customize columns in contacts
How can i customize column size and how many columns to add in a section?
Email stopped working
Imap email was sending fine. stopped working 2 hours ago. Could not connect to SMTP host: box3031.bluehost.com, port: 465 ;java.net.SocketTimeoutException: Read timed out please help
Email Related List in Custom Module?
Hello, In potentials, accounts etc there is a default related list showing emails. I would like this to happen in my CustomModule3 please. In CustomModule3, I see the Emails related list but there are no emails showing? Any ideas please? Simon Moderation
Outlook CRM Plugin Disappeared
Like countless other users of this plug-in, it has disappeared from my Outlook (2013) and I can't get it back. I've tried every SINGLE solution presented in these forums and nothing works. I tried the Load Behavior registry fix...didn't work. I tried uninstalling and installing the plug-in...didn't work I tried enabling/disabling the Add-In options in Outlook...didn't work Thoughts or alternative suggestions would be really appreciated. This is a very buggy plug-in if there are numerous threads dedicated
Is it possible to sync CRM Documents and Zoho Docs?
Hi All, Is it possible to sync CRM Documents with ZOHO Docs? Or they should be used as completely separate tools. Please advise and thanks? Benjamin
Visits in CRM from SalesIQ tracking does not show all URL's
If I look at a visitors who is registered in CRM and compare his Visit URL's (what pages he has been on). I see more on the tracking in SalesIQ than I see in CRM. Should SalesIQ not push all visit behaviour to the CRM records?
Missing Salutation Field in page layout
I am trying to edit my fields for Leads and Contacts. The Field List shows the Salutation field, but when I go to the Edit Page Layout, the Salutation Field is missing on the layout, and missing on the Available Field List box in the layout screen. How can I add the Salutation Field to the Leads and Contact screens?
Tip #22: On using website visitors information inside CRM
Hello folks, As part of our weekly Tips and Tricks series, we are back with a tip on using website visitor information inside Zoho CRM. When you are a sales person at a physical store, you can mostly tell if a customer is really interested to buy something or he/she is simply a window shopper. You can decide on your pitch and conversation accordingly. On the other hand, when you are working with leads online and over the phone, you can never be quite sure. Not until you have their visit information
Creating a User Defined Function
How do I create a CRM function that I can call to convert a date from 11/1/2017 to NOV-17?
Improve webhooks parameters in the User Defined Format
Hi there! I have idea to improve webhooks parameters in UDF. Add entity with all properties in custom format, like: ${Module::format}. Example: ${Leads::json} Result: {"Lead Id":"1234","First Name":"Jack",...and all other params in Leads entity} This template is more better and simple for clients. Because you do not have to manually write a list of all available fields in UDF. And if these fields are still added / deleted - this must also be observed to.
Updating contact from Custom Module
I am trying to update my contact record base on my custom module information. But it keeps getting not defined errors. any help please. CustomModuleDetails = zoho.crm.getRecordById("CustomModule1",input.customId.BigInt); ContactMap=map(); ContactMap.put("First Name",ifnull(CustomModuleDetails.get("Primary First Name"),"")); ContactMap.put("Last Name",ifnull(CustomModuleDetails.get("Primary Last Name"),"")); ContactMap.put("Secondary Name",ifnull(CustomModuleDetails.get("Secondary First Name" +
Custom Function that can use any of 3 layouts, not just the default one?
I have a workflow with a custom function action to create a deal. I have 3 deal layouts, however, and the layout always ends up being the default layout. I need it to be one of the other layouts. Is there a way to "set the layout" in the custom function script?
Workflow Automation not working on an API call
I wish to update a field (Ex: Grade) using a custom function (in Workflow Rules) whenever another field (Ex: Marks) is updated. I am able to achieve it when I update the 'Marks' field manually, but not if I use an API to update the same. Can you help me get through this?
Focus Group #4: Setting up SalesInbox and best practices.
Hey folks! We're back with yet another edition of Focus Group, this time we'll be focusing on something exclusive to the Sales side of Zoho CRM - SalesInbox. A big chunk of your time is utilized for checking emails from leads and contacts, and providing timely response. With CRM insights right inside your email client, SalesInbox helps you prioritize your emails and perform CRM actions right from your email client. Why toggle between your email client and CRM when all you need is presented right
Dealing With Contacts Who Have Left The Company
Hi All, When a contact leaves the company you are dealing with, you need to keep them in your database as there will be historical data. But you don't want them to keep getting in the way when trying to search for someone with the same name. At the moment the suggestion is to add a custom field. This works, but it doesn't help if you are just searching for an individual and keep getting the 'ex' company employee showing up. Until Zoho come up with a neater method. I have reverted to a method I used
Rollup Formula Fields in Zoho CRM
Is it possible to create a formula that's a roll-up field in Zoho CRM. The use case is that I would like a field on the Account that would be a roll up to show the number of contacts related to the Account. I'm new to Zoho and used to Salesforce where you can do rollup summary fields for parent-child relationships, so wondering if it's possible to do the same in Zoho CRM?
Trying to create a record in custommodule1 - error 4401
Here's my code: RSmap=map(); RSmap.put("referral source name","FN"); response = zoho.crm.create("custommodule1",RSmap,1); info response; Here is response: Executed Successfully Log messages: {"message":"Unable to populate data, please check if mandatory value is entered correctly.","code":"4401"} This custom module has only one mandatory field - Referral Source Name. I've tried all Caps, underscores, I've pored over the generous documentation twice and that took a minute. So what's wrong with this
How to make sales rep follow sales process ? #17
Hello Everyone! It's Wednesday and we are up with the hack. Consider an admin has set a blueprint for lead status with five stages to follow the transitions for each stage. Now, if an user while creating a record sets the lead status from stage three then the transitions and the process for first two stages are missed out . So you will want your sales rep to follow the process by going through stage one to the last stage and not start from a stage in between for the leads status field. How to achieve
Deduplicating/merging duplicate contacts based on more than just email/company/phone/mobile
The current function does not pick up secondary emails or names, this is crucial as most contacts have more than one email address, so after an import, there are often double entries for the same person just because they have more than one email.
Deduplication not working effectively
I'm finding deduplication is only successful on the website version of Zoho CRM. When our consultants are entering leads or clients via the mobile apps or the Outlook plugin they are not prompted that the company they are entering is an existing contact in the CRM. On the website version, as the contact's company is being entered we see this: Much like Google it begins to predict the name of the client, prompting users to select the existing one where applicable. The fact that this does not happen
Deduplication -why the change and why changes are not communicated
Hi I noticed today you have changed the set up of the De-Duplication - why would you not advise people of these changes? The layout is not very user friendly at all. I'm not sure why the old way had to be changed. It was visually easier to see why certain fields were duplicated as we would duplicate contacts for various reasons (because your CRM doesn't allow for a contact to run across multiple accounts) I would suggest with things like this to open up to users and actually see if its better -
Ability to select and merge accounts like on Zoho Desk
It would be useful if we could merge client accounts in the CRM like we can with tickets on Zoho Desk. Here is an example of the function as it exists in Zoho Desk: It would be useful to be able to merge accounts in the CRM where perhaps the same account was entered twice but the name was spelt differently making it unable to be picked up during deduplication.
Focus Group #3: De-duplication in Zoho CRM enhanced with auto-merge and more.
Hi folks! We're back with the 3rd Focus Group convention with de-duplication's auto merge feature in CRM as the centerpiece. As the avenues to generate leads and contacts in your CRM increase, the chances of duplicates that accumulate in your CRM database will tend to increase as well. Bringing in a lead that has already been created via import is one such scenario. The de-duplicate feature of Zoho CRM, now enhanced with auto-merge and further enhancements help weed out duplicates, making
Revision History for custom fields
Hello, I saw one post on this (2 years old), but haven't seen a resolution. If I have a custom field on say a contact, is there a way to see a history of changes to that field? (i.e. on 11.21.17 was changed from 'test' to 'test again 1'). Thanks!
Integration with ESP
What's the best option to integrate the ZOHO CRM with either MailChimp or Campaign Monitor? I would like to integrate also custom fields to segments or groups of the mailing list. What kind of data can I push back to the ZOHO CRM? Except the opt-out etc. I am testing Piesync, Cazoomi and Kloudconnectors. All of them, have limited functionalities in terms of what sending back to the CRM. Thoughts?
Upload a file to add as an Attachment for a Zoho CRM record
Hi. I am trying to use the API to upload and attach a file to a Zoho CRM record. There is an XML example (at https://www.zoho.com/developer/help/api/uploadfile.html): XML Format: https://<APPDOMAIN>/crm/private/xml/Leads/uploadFile?id=Record Id&content=File Input Stream Here is my sample string: https://crm.zoho.com/crm/private/xml/Contact/uploadFile?authtoken=<Auth Token>&scope=crmapi&id=<Record ID>&content='C:\Zoho Docs\Sample - John\Correspondence\Contact Relationship.doc' The File
Is it possible to copy a section from one section to module using custom functions?
Hello, I have created a new section called XYZ in my leads module. The section has 10 fields. I want all the fields in the section XYZ inside my leads module to be copied to the potential when the lead is converted. It would be ideal to be able to have the same section XYZ in the converted potential. This is why the question asks if a "section" can be copied.
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