Option to "VIEW AS" certain User/User Group sees different modules
Hi We were making a few security updates in our User Groups and wondered if the changes worked as we wanted to. There are several options were it is not so clear what restricting certain values did or did not do, and so we end up running tests using our users accounts. And so I remembered FACEBOOK´s amazing option to "View As..." specific users see your profile. Something like that would be awsome in Zoho CRM. It will make it clear to the Admin when the changes worked as espected instead of wondering
CRM Lead Title
Hi All, I want to give a feedback if is posible to consider adding to the CRM Title the name of the lead. When yo have multiple tabs, is very difficult to identify which tab is the one you need to review due all tabs have the same name... Thks Andres Parilli
Creating a custom field in a Zoho CRM module
Hello guys, Is it possible to create CRM custom fields when an app is installed through the Creator Marketplace? We have a specific set of custom fields which need to be created whenever we deploy our product. It would make it a lot easier if we can point customers to an app which creates everything we need. I've search as much as I can and haven't found anything but it would put my mind at ease if I knew for sure! Thanks!
Gmail problem
I have emailed support directly about this but the silence is deafening so thought I'd try here. I don't expect to get a quick response from any Zoho employee (when does Zoho do anything quickly?) but am hoping some other user might have come across this problem and know the solution. I have a custom button with a custom function. The custom function includes the sendmail function. The custom function works fine - apart from some times. The function sometimes fails if any of the email addresses in
Contacts with multiple account owners
Hello, We have some contacts in our Zoho database that more than two contact owners should have access to. We don't want all our users to be able to edit all of our information in Zoho, which is why we set their user accounts to standard, however for contacts specifically, we'd like to allow more than one user to be able to interact (assign activities, due dates, etc) with that contact, regardless if they are the contact owner or not. How do we go about achieving this? Thanks
Can't Add New User
I'm on the demo 15-day trial, but I thought I could add users during this period. If not, I guess this is an easy fix. I'm trying to add one user. After I fill in the info, it will let me hit Save, but then it just sits there with Save greyed out, but Cancel is still an option. Nothing shows up in my Users list. I'm the only one there. Can anyone tell me how to successfully add a user? Thanks.
Upload image to leads.
Is there a way to upload a image for a lead using deluge? I would like to upload the contact picture using deluge. I see that you can use UploadPhoto, but that needs to use a file stream. I am not sure if you can get a file stream from deluge. Bob Lozinak Twelve/Three Marketing, Inc.
Change mx record and got error below
Unable to connect SMTP server:remote.inovapotek.com Reason:connect timed out
Can I hide print view and sheet view from certain users
I would like to know if I can stop certain users having the facility to use print view and sheet view as they do not require these options
Condition in templates
Hello, Is there any way to use condition in zoho CRM templates? for example, If I have multiple bank accounts and i want to to show particular bank account info on sales order template based on the bank selection on the form. also, if a field contains data, show it in template else hide. currently if the field is not having data, it still occupies the space which doesn't looks good.
How can I make the AMOUNT field automatically show the sum of all the quotes of an account?
How can I make the AMOUNT field automatically show the sum of all the quotes of an account? If I have 3 quotes of $100 each, I would like see the AMOUNT of $300 in the account details without having to type it manually. Regards
Community Digest - August 2017.
Hello everyone! Here's the CRM Community digest compiling the most discussed topics, hacks, tips and tricks around CRM, and much more. Read on in case you missed out on the highlights from August 2017! Community Learning Series: Most discussed: Zoho CRM Community launched the first edition of 'Ask the experts', a 5 hour knowledge exchange marathon in forums focussing on anything to do with emails in Zoho CRM. Automate your work using Custom Functions: Introducing custom functions and the way it
I get Invalid Ticket Id at every request
Hello I followed your guide and then generated an api token. The code (without the token) : <?php header('Content-type: application/json'); $token = 'my-token'; $url = "https://crm.zoho.eu/crm/private/json/Contacts/getRecords"; $param = "authtoken=" . $token . "&scope=crmapi"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, 1); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_TIMEOUT, 30); curl_setopt($ch, CURLOPT_POST, 1); curl_setopt($ch,
Questions on API Integration (application development)
Hello, We are scoping out developers who would be able bridge Zoho CRM with our ERP system. With that said, our prospective developers are wondering what programming language and database Zoho uses, and what application would need to be put in place for a successful integration? Thanks, Deanna
Can you associate a contact with many accounts?
I am running into an issue where I can not associate a contact with many accounts where their contact will be then added to the account. I can create a secondary lookup field to place in the contact, however it does not auto add their information on the account record. Is this possible?
Custom Formula Fields Do Not Work using Blue Prints
Another problem with ZOHO. If you create a custom formula field, which in my case was age in days, and the user completes the record process through a blue print, which is what you want employees to do, then the formula field does not work. This makes ABSOLUTELY NO SENSE AT ALL. Another poorly planned feature that becomes useless. I want to report on my records to know whats going on, cannot do that if you use blue print. Whole purpose of blueprint is to have people follow proper work flow orders,
Resellers
We are starting to build a network of resellers for our software solution. Does anyone have a best practice for setting this up in ZOHO... Functionally Reseller find sell product to customers for X price using pricebook Reseller places the order on us with customer details. We create customer and software license details on our database, ship software and licenses. Customer relationship is managed by the reseller as is the renewals but we need to connect all this process. Interested on how
Lowest API calls to retrieve contacts related to multiple accounts?
To get all the Accounts associated with Contacts can searchRecords or getRecords for Contacts then getRecordById with &idlist to get Account records. Not seeing a good way to do the reverse because ContactsId is not stored in the Accounts record. Could do searchRecords or getRecords on Accounts and getRecords or getRelated for Contacts but getRelated maybe greater number of calls compared to getRecords. Is there a way for less API calls for Contacts? Regards, Glenn
Save selected Columns in Tabular Reports
Would be great if have an option to save selected columns in a Tabular Report. Currently we have to select required columns every-time to generate the reports. Please do not suggest me to use Duplicate the earlier report to achieve the same requirement ;)
Color code sections
Are we able to color code sections? If not, this would be a huge enhancement to Zoho
Changing a field type
Can I change a field type after it has been created and populated with data for records? I want to change a "number" field to a "string". Seems like a reasonalbe transition go this way. Is this possible? Thanks, Brad P.s. I have created a couple multi look up fields and it has a max of 2. Is this going to increase? Is there a reason for the limit?
Using Bounced Reason in a Custom Report
Hi everyone, I'm trying to create a custom report that includes the Bounced Reason for emails in it (I know there's already a built-in Bounce Report - I'm trying to add more to it). There's no Campaign as all emails are being sent via a custom Action/Workflow. Is there any way to include this field in my Report? Thanks.
Tip #13: Customize related lists to view relevant information
Hello! It's Thursday again and we are back to add one more tip to the list. Let's go to a record in the Deals module. If you notice, a deal record in Zoho CRM lists the basic details about the deal such as the expected revenue, the stage in which the deal is in, probability of winning the deal, etc. Along with it the related lists give all the other details - notes by the sales reps or manager, relevant documents attached, contact persons involved in the process of acquiring the deal and their roles,
Change field value on another form
Hi, i have and aplication made of two forms: 1) applicants 2) tasks in the applicants form, there is a field named "action", that means the action i have to do with the applicant, maybe call, email, meet. now, in the tasks form, obviously i entry my tasks: the question is: when i wntry another task, may i have a field that insert the value in the "action" field in the other form? of course it should be the right applicant example: i have an applicant called "mad horse", is "action" field has the
Custom Lead Fields - Can you make them available for use in Contacts and Deals Layout Automatically?
In the LEADS module, I have created a number of custom lead fields. I want these fields and their values to carry over when I convert to a Contact and Deal. Currently, it seems I would have to re-create the same custom fields in the Contact module and the Deals module in order to map them. I really only want to enter the custom field once in the LEADS module, then have those fields available to insert in the CONTACTS and DEALS modules. Surely I don't have to repeat the work I've already done 3 times
How to get multiselect lookup filed values
How to get multi-select lookup field values in Custom function.i have a custom module and i have multi-select Products filed so now i want to get that Product's module multi-select lookup field values. Thanks In advance... Asif
Tip #6: Maintain a style sheet for a clean CRM database
Hello! Your CRM data too needs maintenance. Outdated phones numbers, invalid email addresses, confusion in abbreviations, and duplicate entries can add up to a database that needs cleaning. It can be problematic when you have to pull specific data. In our upcoming posts we will be giving tips that will help you maintain a clean CRM database. So here it is - Maintain a Style Sheet Picture this. A sales rep is trying to collect customer’s data in a particular region to send mass emails. While
Deleting Attachments
Hi I can see support questions showing at least for the last 3 years, that you cannot delete attachments from incoming emails. This wasn't seen in the Terms that I read, when I first bought a Single User CRM. I'm heading towards the end of my first year and I do not like finding this out now. Please can you confirm this as I would need to consider my position and options as to whether I will remain with you. I have plenty of online storage at My One Drive, which is substantially lower cost than
CRM Hack #8 :Retrieve and update the missing fields in Contacts from Leads after conversion
Hello everyone ! Typically, when users sign up to Zoho CRM, they start by adding Leads and then convert them into Contacts. . Let's say a CRM administrator creates custom fields in Leads and Contacts modules, and educates the Sales reps to convert them when there is some progress on that Lead. You run into situations where the Leads would have converted to Contacts but with some missing information. The lead conversion mapping feature bails you out of this situation. But then, what would
Updating Available Columns in Zoho CFM Reports
Hi there, I'd like to customize/update the fields made available in my Zoho CRM reports tab as I realise it is missing some Lead fields. Right now, my Leads have GCLID details, however I am unable to find this field when creating my report under 'available columns'. Is there somewhere I can update the available fields under 'available coumns' for reporting purposes? Appreciate your any help and support on this. Thank you!!
Does Zoho crm supports insertRecords as post body?
To insert a contact, I've used below URL. https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?authtoken=d3c628d4a475fe89b37a33abffcbdf84&scope=crmapi&newFormat=1&xmlData= <Contacts> <row no="1"> <FL val="First Name">Scott</FL> <FL val="Last Name">James</FL> <FL val="Email">test@test.com</FL> <FL val="Department">CG</FL> <FL val="Phone">999999999</FL> <FL val="Fax">99999999</FL> <FL val="Mobile">99989989</FL> <FL val="Assistant">John</FL> </row> </Contacts> xmlData parameter added to this
getUrl got "internal exception" return.
The following code url = "https://xxxxx.weclapp.com/webapp/api/v1"; header = map(); header.put("AuthenticationToken", "xxxxxxxx-xxxx-xxx-xxx-xxxxxxxxxxxxx"); response = getUrl(url, header,false); info response; return;delivers the following result {"responseText":"internal exception","responseCode":"-1"} It does work with postman. Has anybody a clue what could be the problem and how to do the troubleshooting? Thanks in advance.
CRM API uploadFile errors
I can't upload using the API $url = https://crm.zoho.com/crm/private/xml/Contacts/uploadFile?authtoken=###&scope=crmapi&id=### $ch = curl_init(); curl_setopt($ch, CURLOPT_HEADER, 0); curl_setopt($ch, CURLOPT_VERBOSE, 0); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, TRUE); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_POST, TRUE); $post = []; $post['id'] = $id; $post['content'] = '@'.realpath($file);
send an email with a template from the Zoho.crm on a schedule.
I want to send an email with a template from the Zoho.crm on a schedule. Not from the Zoho.mail, but from the Zoho.crm. For example. Contact paid for the goods. I want to send him an email. Not today, but tomorrow at 9:00. How can i do this? Thank you.
Creating records and handling Zoho CRM API
I was looking at Zoho CRM API and there is a method called insertRecords. But I have no idea how should I use to really create a method. Even though there is an example there, I just cant seem to understand it. Should I create a script (with php or python) to handle it? How do I run their example code?? Can anybody help me?
Creating target lists for your sales team | Zoho CRM
Dear Guys, My sales wants to start targeting existing customers in our base that use a specific product. How can we create a list with customer that use this specific product? Or can you create automatically a potential / deal for these customers? Please share your thoughts. We haven't found the right approach yet. Many thanks! Kind regards, Jasper RoadSoft
Calculate to Add 'x' Weekdays in Workflows
Is there any way to calculate weekdays in workflows? Example: Workflow to schedule a call back in 2 days is instantiated on a Friday - so currently schedules the Task for the coming Sunday. But need to be able to schedule for 2 weekdays into the future - so should actually be scheduled for next Tuesday. But if actioned on a Monday, Task should be scheduled for Wednesday, etc...
Variable Data for Email Templates
I work in a wedding planning boutique. When a bride/couple comes into our studio they complete a walk-in form that includes 27 categories of wedding vendor types (caterer, photography, florist, etc). A bride can check 0-27 of the categories. I have attached a copy of the walk-in form for reference. For example, Susie Bride completes the form and checks caterer, music, and florist on her form. When I enter Susie Bride's completed walk-in form in the Lead module in Zoho CRM, I pick from a multiple
Adding Products - Too Many Clicks!
It would be great if... When I add a product to a quote / Sales order / invoice, a new product line appears automatically rather than clicking "Add Another Line" each time I want to add another product. My Problem If I want to add 10 products I have to click "Add Another Line" a total of 9 times. If I have 4 or more products I then have to keep scrolling down so I can first see the "Add Another Line" link before I can click it I can't click "Add Another Line" multiple times to show multiple line
Custom Function
Hi, I want to set booking date is today's date in lead module using custom function how can do that?
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