REPORTS
Hi, When I run a potentials report not all the potentials listings come through the project value against them? Regards Paul
Send email into CRM
Is there a way to send an email from Gmail, and have it integrated into a CRM record in Zoho?
Creating a completed task when an email is received
Hi, I'm a zoho novice, only started using it yesterday. I'm trying to figure out how to automatically create a completed task in a Lead/Account module once an email is logged using the outlook plugin. i.e. Sales person sends an email from outlook, sends to Zoho, email gets attached to the Lead record and what I would like is that a task is created/completed with the subject Email Sent. Is this possible and if so could someone point me in the right direction, Thanks Michael
Retrieve "Reason For Loss" via API
@ZohoCRM: Is it possible to retrieve the "Reason for Loss" via an API and publish it using webhooks?
Is the 50 tag limit per record, per module, or system-wide?
At what level does the 50 tag limit exist? Is it a maximum of 50 tags applied to a given record (e.g. contact) from a total available tag set of >50 Is it a maximum of 50 unique tags available to records within a single module? It it a maximum of 50 unique tags available across all modules?
Reply emails in Email within Accounts
Hello, I have a personal POP email account tied in with Zoho CRM, and I send emails within Zoho CRM. I get the stream of the sent emails within Accounts, however, the responses/reply emails do not show up. Is there a way for both sent and received email stream to show in Accounts? Thanks!
Get A List Of Potentials filtered by a "Custom Field Value"
Hello, I am new to the Zoho CRM API and was hoping someone could give me some guidance. I need to pull a list of "Potentials" based on a value in a Custom Field. On the "Potential Page" for a Contact there are 2 fields called "Order Kit ID" and "Order Kit Status" I want to pull all data for potentials where the "Order Kit Status" is "Pending" Can anyone give me any hints/tips please? UPDATE I am still struggling with this. I have attempted the follow call to the API https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=AuthToken&scope=crmapi&fromIndex=29346&toIndex=29546&lastModifiedTime=1980-01-01%2000%3A00%3A00&sortOrderString=asc&selectColumns=Potentials%28Stage%2CClosing%20Date%2CPotential%20Owner%2CAmount%2CContact%20Name%2COrder%20Kit%20ID%2COrder%20Kit%20Status%29
ZOHO CRM/Account is INACTIVE?
When I try to login to my account mpage[at]yourwayhome[dot]co it says the account is inactive. I have no emails from ZOHO or anything discussing why the account is inactive. I need this fixed URGENTLY my ENTIRE business rides on the data that is in that CRM. The email was formerly [at]americandreamls[dot]com but we changed the company name. Please I desperately need to service my clients and there statuses are all in that account.
plugin that avoids change the status reason of an event
Hi, I use crm 2016 and VS 2015, I`m trying to do this:⦁ Create a plugin that avoids to change the status reason of the event if the initial value is “Closed”. You have to avoid that operation because a closed event can’t be open again.
A summary of the latest enhancements in Zoho CRM!
The latest enhancements in Zoho CRM revolve around a wide range of areas such as personal settings, email templates, advanced filters, call logging and Feeds. Read on to know what they are. 1) Sort records in a list view based on a desired name format While sorting records in a list view based on names, if you prefer to have a sort-pattern that is independent of the display name format, you can now set this preference under Sort Order Preferences found within Personal Settings. Learn more>> 2) Build
Webform for Deals Module
Hello, I have created a new workflow whereby our Leads and Deal processes are combined under "Deals" - we want to be able to visualize the entire life of an engagement from start to finish in one place, without leads being separate. That being said, we currently use Leads-based webforms...what is the easiest way to go about creating webforms for our new Deals module?
Cannot return value from a custom function
Hello, It appears any function created in Automation -> Actions -> Custom functions has return type void. Part of the value of reusable functions is that ability to do work and then return the results of that work. How do I return a value ?
CRM is SLOW or DEAD!?!
Is anyone else having an issue with CRM being painfully slow right now? Even worse getting the sad puppy? Not good! Sorry, something went wrong. Please try again later.
Can't assign a Project Manager to an Account that already has an Account Owner
There seems to be a missing piece in the integration of Zoho CRM and Zoho Projects. There is a point where the sales rep (account owner) needs to "hand off" the customer to a Project Manager. The Project Manager will then takeover the account, create projects, etc etc. But the Sales Rep (original account owner) still needs to be able to view the account and his original customer. But apparently for each account there can only be 1 account owner. Right? So the alternate way that I thought to do it
What is the Best Practice for setting up Drip Marketing Campaigns?? CRM versus Campaigns etc...
Hello, I am a longtime Zoho CRM user and small business owner. I have and do use other Zoho apps like Social, Sales IQ, Campaigns, Creator Books and more. I now have Zoho One so I have the complete package. My current problem is the following: I need/want to set up a Drip Marketing Campaign to follow up with leads. We sell English language courses to both individuals (B2C) and companies (B2B), so I probably will need at least 2 different campaigns for this. Right now all my leads are funneled into
Problem triggering workflows
I want a field that has a client's full name in all caps. I collect the fist, middle and last name and I want a workflow that combines it all for me and makes it all caps. I set a workflow that should trigger whenever the First Name, Middle Name(s) or Last Name fields are edited. Here is the custom function that I use: void Untitled_Function (string FN, string MN, string LN, int Contact_ID ) Edit Arguments Name = input.FN + " " + input.MN + " " + input.LN ; Info Name; UpperName = Name.toUpperCase()
All Email Templates Suddenly BLANK
From one day to the next, all my email templates are now blank. They are all there listed, but all of them are blank. Why, and what to do about it. Please help.
Zoho CRM Email Templates - Title being Displayed Missing body content
Some of the Zoho CRM Email Templates, the Templates Names are being displayed in folder, but when they select the template, the Template body content does not display.
Selecting up to certain number of records in the view of the Module's records.
I have an interesting case. A client has an offer that they want to make available to a fixed number of their customers (e.g. special offer to 5,000 customers only). They have certain eligibility criteria, however, the number of people who meets this criteria exceeds the maximum amount of offers available. My client wants to select them from a list view and perform a custom function, that will send them a message about the offer. What needs to be done is: 5,000 Contacts out of the total segmented
Shared Field
Hello. We have a field in the Contacts module called "Referred By". There is another module connected to the contact called "Transactions and Properties" Is there a way to have the field "Referred By" also appear in the screen of the Transactions and Properties"? This would help us when running reports on closed transactions to verify the source of business. Thanks.
Custom Function
Hi, I want create event and schedule call after lead create. In lead i have subject and start date and time. I added this code but it's not working please help me. leadDetails = zoho.crm.getRecordById("Leads",input.LeadId); name=((ifnull(leadDetails.get("First Name"),"")) + " ") + ifnull(leadDetails.get("Last Name"),""); start=((ifnull(leadDetails.get("Event Start date"),"")).toTime()).toString("dd-MM-yyyy 09:00:00"); //end = ifnull(leadDetails.get("Event End date"),"").toTime().toString("dd-MM-yyyy
Saving emails to a client that aren't from the client
Sometimes we get emails that relate to an existing client or deal that aren't necessarily from that client. If I add the email to the CRM, it will automatically create a new client - which isn't correct. Currently the workaround I'm using is saving emails and dragging them into the attachments section of a deal. However, I'm wondering if a feature could be added to the Outlook plugin to associate an email with an existing client contact / deal?
Add first name and last name to Name default field of a custom module
Hi, I have creat a custom module. There is a standard mandatory field "Name" and I would like that this field group the first and the last name such as in contact module. How can I do that ? Thanks in advance
workflow and scheduled actions
I should be able to set workflow rules as follows: When> field Update + every time With scheduled actions For instance on leads: I have a "client status" field that is a single pick drop down: new, attempted contact, contacted, long term, active. I would like to set up a workflow that does: field update: client status criteria: status = attempted contact and then a series of scheduled actions and then a second workflow for field update: client status criteria: status = long term and than a different
Emailing Limits
I'm confused as to what the total combined limits are for emailing from CRM. We're on the Enterprise version. We send emails via a macro which uses a template and updates a field. We also send emails via custom functions on custom buttons. And also use the standard Send Mail button. What are the daily limits for each of these and the combined total? Is it 1000?
How do I set permissions to...
How do I make it so that my org employees see only THEIR work in Zoho CRM???
How to update Price Books related list in Product using API method?
Hi Team, I want to update the Price Books related list in Product using API Method. Please give me the suggestion. Following is the screenshot of Price Books related list in Product form: Thanks, Parth
Switch B2B B2C from api
Hi Is there a way to change the field "disposition" (in french) in a lead or contact ?
wish - adding save tasks or set of tasks
I wish we could manually add saved tasks or a set of saved tasks - I know we can have it do it automatically, but there are some instances where i wish I could add it myself
Tasks not syncing
Hello, My tasks are not syncing between Zoho and Outlook, even though I have the add on enabled in outlook. what could be the source of conflict here?
Editing Calls
After making a call we want to create a follow-up call. However, your software only allows to "Save and create a follow up task." Can you create another opiton to "Save and create a follow up Call"?
API SearchRecords By Name Does Not Work
When using the searchRecords method in the CRM API and using the Zoho Generated field (ModuleName Name) the api returns "API call cannot be completed as the Criteria parameter contains empty field name". I can query on any custom fields I enter but cannot use the name? For Example: Module Name: Department Filed Name: Department Name Criteria: (Department Name:Test) Query Parameters: authtoke={authtoken}&scope=crmapi&criteria=(Department%3AName:Test) The same Query Parameters above work when using
Auto Contact Creation From Email Doesn't Pick Up The Name
Hi, I'm trying to create contact in CRM automatically when receiving an email. I'm using the Workflow Automation and set it up following https://www.zoho.com/salesinbox/help/zoho-crm/web/email-workflow.html Basically, I just want after receiving the email, a contact would be created automatically in CRM with the names (first name and last name into the right field respectively) and email address. However, CRM doesn't pick up the names properly from the emails, which makes the whole automation useless
In my form I can enter numbers along with the name field. I want only text no need to allow digits in name field what i do?
In my form, I can enter numbers along with the name field. I want only text no need to allow digits in name field what I do?
Multiple Calendar Feeds to Google Calenda
Hi I'm an entertainer, and I'd like to find a way to send TWO calendar feeds from Zoho CRM to Google Calendar. One feed for Leads One feed for confirmed Gigs Zoho CRM only offers the ability to send one Calendar feed... so I'm asking here to see if there are an hacks, tricks or workarounds that people have discovered. Thanks! Kim
How to enable sync book PO with CRM PO ?
hi every, i try enable Sync transaction module between book and CRM , but i got errors : {"code":1000,"message":"Internal Error"} anybody know what errors i got ? and how to resolve it ? thank you!
Want some specific customization to your email template?
Hello Tech @ zoho, We are now frustrated by doing the same things without desired output. What is the point of using CRM when the first line of action by email is not attractive enough to draw leads attention all our work is useless.... 1. The Email template is having so limited option that all creativity goes down the drains... we cannot design template according to our company requirements. As html code is not fully supported... secondaly social network links can not be inserted in our email templates
Ability to link Zapier and other 3rd party functions to custom modules
It would be ideal for my business to link software such as Zaiper to custom modules and not just 'leads' etc. Would this be something Zoho will look into?
Custom fuction amelioration
Hi all, I have this custom module ''CLG'' and ''Account'' module. In ''CLG'', I have a date field named ''CLG - Deactivation Date'' ; in ''Account'' I have a date field named the same ''CLG - Deactivation Date''. I have a workflow, every time a ''CLG'' is edited, it's launch this custom function : Name ValueAccountName= CLG.Dealer Name deactivate= CLG.CLG - Deactivation Date respAccount = zoho.crm.searchRecords(("Accounts"),(("(Account Name|=|") + input.AccountName) + ")",1,5); info respAccount;
Is there a way I can deduplicate by partial name?
I'm wondering if there's a macro / rule I can set up to deduplicate clients by partial name? Sometimes when people are entering clients themselves they are forgetting things like Pty Ltd on the end of client names, so 2 client organisations are created that are actually the same.
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