Zoho CRM | Inventory Templates (Quote, Sales Order, Purchase Order, Invoice)
If you are looking for beautiful templates for Quote, Sales Order, Invoice or Purchase Order in Zoho CRM with Header, Footer and Page Number in each page: you are in the right place. You can choose from our library of templates (and change Logo and Color) OR decide to build a 100% custom-made template! Browse our library of templates here. Thanks & Best Regards, Arnab Bandyopadhyay GoldenLion Consulting Services Private Limited Email: arnab@glionconsulting.com | Website: www.glionconsulting.com ZOHO
PUTURL is not available in zoho crm custom functions.
HI, I would like to know how to udpate an object in an external application using REST? I do not see PUT url similar to POST url. Please suggest on how to do this. Thanks Krishna
Zoho CRM Inventory Templates | Premium Templates Added
Friends, We just added "Premium Templates" in our library of Zoho CRM Inventory Templates. Have a look at the templates here https://www.awesomeinventorytemplates.com/ Have a great day ahead!
Update Ring Central Phone Bridge in ZoHo
Hello, I had a rep set up their ring central with the wrong Ring Central account. How can I update that? Can't find how to update or make changes to the phone bridge anywhere, Help!!
Report and Graphs
Can anyone out there please help me genrated a report showing aged potentials(deals) showing oldest in age to current and graphing this? I have tried numerous times and cant get exactly what I need. Thanks in advance, Best Regards, Chris
Choose mass email contacts
I'm working on a mass email to send out to our contacts and i'm wondering if there is s shortcut to select all contacts [3800]? The way it works now is that i can only select them per page [max 100] and that gets a little time consuming to go and click through 38 pages.
getRecordById Help
Hi All, Say I call getRecordById for a product and the product comes successfully. product = getRecordById("Products", id) Then I want the Product Type element but let's say that this does not exist in 'product'. prodType = product.get("Product Type") What is the value of prodType in this case? Is it null or an empty string? What would be the result of the check below? Would it throw an exception or return false? prodType.contains("Test Type")
Creating Auto Emails
Hi there, I have a couple questions about auto generating emails with Zoho. First I would like to creat a workflow rule that when a deal or opportunity is close and won an email is auto sent out after a set period of time. I see how I can creat a task after a period of time, but not how to send out an auto email. Is this possible? Second, I would like to send out Auto emails around birthdays or client annaversary dates? Is this possible? Thanks so much in advance, Brad
Zoho mail merge and Office 365 spam filters
The Office 365 spam filter automatically quarantines bulk emails by default, ie. any that come from using the Zoho mail merge templates that send via mailer.zohocrm.com, even if just sent to 2 people. I'm noticing when you send to one person, the From address is yourself. But send to 2 or more and it's sent via the mailer, which then gets quarantined. Just curious how others deal with this? It'd be nice if we could somehow circumvent the mailer.
Creating Promotions and bonus point systems in Zoho CRM
Hello, Looking for ways to create promotion rules and bonus points systems in Zoho CRM, with the processing of the flows to be done within Zoho, to be integrated with the POS system. Would anyone recommend the best practices of doing it? Thanks, Mykola
Email template width
I'm trying to create an email template with not layout, but even when I select the blank template, I get pre defined borders etc. How can I create a template that is without any layout/borders etc? Thanks!
Exchange rate fixed
Hello! Is possible to keep fixed the exchange rate at the conversion from quote to sales order? Thanks, Regards!
If on If in Zoho CRM
Hello everyone. I wonder how to do if on if condition. Since I got it formula error all the time, I assume it doesnt support if on if. Let says I have field, number A and decimal B. I would like to do the following formula field If(A>0, A*5 ,if(B>0, A*B, 0)) Can I do that?
SalesIQ Support Forum
Can someone in the Zoho CRM division let me know if the SalesIQ team checks their forum on a regular basis?
Can someone help with email intergration - loosig the will to live!!
Hi Guys I am finding Zoho a pretty good CRM after testing numerous different ones. However, I am getting so frustraed with the email sycronisation. I have synced my zoho with Gmail so that emails appear. But this is not really working for me since if I delete the email from Gmail it also deletes from my CRM. I don't see the point in saving emails in both places. I would like my crm to help free space in my inbox but this is not working. How do other people manage their emails? Do you only use Zoho
rôles des contacts
Bonjour, Est il possible d'interroger les rôles des contacts dans un rapport ? Merci pour vos réponses
Twilio Voice and SMS
I am attempting to integrate two way voice and two way sms into my ZoHo CRM system. Is Twilio the answer? I was hoping that Ring central would do the trick but they do only the voice side... Or at least when I have the voice side installed, the sms doesn't work. Maybe I could trigger SMS through webhooks... Would wish to avoid that extra horsing around if I can help it. So to reiterate, what is the best partner for seamless voice and sms integration into CRM? Any ideas? Thanks Dave Olson
Anybody working with zBrains having sync problems / support issues?
Hi, Just wondering if anyone else out there is working with a company called zBrains and their Quickbooks integration for zoho CRM?
Auto update a field upon new record creation
Hello! Another newbie question...I need to do the following upon the save a newly created Account record: 1. Read a value from a field in a custom module in Zoho CRM 2. Do a calculation based on the value read. 3. Update a field in the newly created record upon saving the record. 4. Update a value in a field in a custom module in Zoho CRM. Can I do this with a function? If so, can you give me a hint or point me to an example/documentation? Thanks!
How do I use a custom function (CRM) to automatically copy custom data from Account to Sales Order?
I'm trying to copy data from custom fields in an Account to a new Sales Order when a new Order is initiated (before Saved or Created). I've tried using a custom function but it appears that it will only run when the order is Saved (Created) or Edited. Zoho is obviously able to do this with fields that are fixed. Is there a way to do it with custom fields? Thanks in advance.
General information changing on both company and contact level
Dear all, We want to optimize our database of leads and contacts! Sending a postal mailing, some of the letters returned to sender. I want to update the address in ZOHO. I thought it would be easy to change the general information like address, postal code, general phone number on company level. Unfortunately these changes were not made on contact-level. Could someone tell me how the these changes automatically will be made on both the company and contact level? Many thanks
Can't remove/add fields in Contacts
After I have added/removed fields from Contacts and save it, all returns to default again. There are many fields within the default template, we do not need + there are fields missing that we do need. How can we edit them to our liking and keep the changes without it ignoring the changes after save?
ACCOUNT BEING DISABLED
Heello :) i have an issue regarding my account it keeps saying its disabled when i try to log into CRM. When i check my inbox ( MAIL ) IT logs me out after 3 seconds and it keeps saying network server connection PROBLEM , but my WIFI is working just fine . PLease help. thank u
SearchRecordsByPDC does not return all of the records in my custom function
I added a button to the Accounts page to update the Sales Amount Total but it only works if there are 20 or fewer Deals(Potentials). Here's some example code. string TotalSalesbyAccount (string AccountId ) accountID1=(input.AccountId).toString(); resp = zoho.crm.searchRecordsByPDC("Potentials",("accountid"),accountID1); info resp; output=0; for each rec in resp { output=(output + 1); } return " " + output; When I execute the above code with an Account that has well over 100
Is it possible to create line items in Email Templates?
Hi, I want to be able to list line items for Products in Sales Order but I can't figure out if this is even possible. Is it, and if yes can I possibly get an example? Thanks. Scott B.
Take a tip from the Zoho Creator Forum and Development team
Like many others, I am frustrated with the secrecy and lack of information regarding eh Zoho CRM development priorities and time lines. I was reviewing something on the Zoho Creator forum to see if I could create my own app to fix some of the issues we have with Zoho CRM and I found a VERY useful idea over there. It is one that I think the Zoho CRM Support and Development team should implement. The Creator Group has instituted a regular (or semi-regular) policy of actively soliciting input for application
Zoho CRM Modules vs Zoho Creator
Hello! I am new to Zoho and I have a couple of questions... I have two modules that have a parent child relationship (Contract...parent and Detail...child). While I can make two modules in Zoho CRM, I do not believe that I can create a screen where the Contract is the primary and the Detail is shown in a subform...correct? If this is the case, this means that I have to create an app with Creator. If I do this, is there any documentation that shows how I can access Zoho CRM data from a Creator app?
Zoho CRM Modules vs Zoho Creator
Hello! I am new to Zoho and I have a couple of questions... I have two modules that have a parent child relationship (Contract...parent and Detail...child). While I can make two modules in Zoho CRM, I do not believe that I can create a screen where the Contract is the primary and the Detail is shown in a subform...correct? If this is the case, this means that I have to create an app with Creator. If I do this, is there any documentation that shows how I can access Zoho CRM data from a Creator app?
Email Tracking
Hi, I "send email" through the CRM contact, but I'm not getting the right results I should be on reports. I know the emails were opened because I received responses back. Any one no reason why they are not registering opens, clicks etc.
Clarifications on User Setting Module Customization
Hi Team, Need some clarifications on the User Setting Module. I have an organisation chart which I have attached herewith. This chart will be incorporated within Zoho CRM as part of the implementation. Based on the role hierarchy, specific records should be accessible by the users. Here the below users has to be created, Manager Sales Team Head Sales Rep 1 Sales Rep 2 Sales Rep 3 Development Team Head Developer 1 Developer 2 Developer 3 The below access permissions has to be provided for the user
ZohoCRM SECURITY LOOP HOLES - GOING UNANSWERED.
NEARLY 2 WEEKS WHEN THIS SECURITY ISSUE WAS FIRST LOGGED WITH CRM SUPPORT. ALL WE GOT WAS: - FALSE PROMISES. - NO TIMELY RESPONSE - IGNORED Here's a link to the forum which also has ticket number. https://help.zoho.com/portal/en/community/topic/security-loophole-zohocrm-outlook-plugin-contacts-syncs
Using custom buttons to log activity
I'm trying to create a faster way for reps to log remedial tasks like Left Voicemail, No Answer, No Voicemail, Send Canned Email (without using the send email button, choosing template) etc. Thought was to use a custom button at the top of a lead view that would, in 1 click, log a task, mark as completed, change lead status, and move to next record. Has anyone see this type of integration done in Zoho? I've had it done in SFDC before to improve efficiency. Appreciate the help/guidance.
Contact column names are CRM language dependent?
When i use insertRecord method while CRM's interface language is english everything works fine. But I switch CRM language to Russian and same insertRecord call return error: Фамилия can't be blank Фамилия means last name. Last Name is the only required field in my contacts. Of course i provide it in API call.
Event Layout - multi layouts?
It is possible to have multiple contact layouts, however, I'm unable to find out how to create multiple event layouts. Please can someone point me in the right direction? Many thanks.
Zoho Support - Published Response Time
We are an enterprise client using Zoho CRM Plus. Support from Zoho is random at best. What is your published response time? Sometimes I hear back in 24 hours, more often it is many days, with many emails.
Account check ins
How can I create a report that lists accounts that have NOT had a check in the last 30 days? If an account has had a check in the last 30 days, I can create a report that lists it (check ins with a from value less than 30 days ago). This does not fit the criteria since I am looking for a list of accounts that have NOT had a check in in the last 30 days. If an account has two check ins, one more than 30 days old and one less than 30 days old, I can create a report that shows the older check in
How can I update records using criteria
In the API documentation is established that I have to use the id of the record to update the field but, is it the only criteria value I can use to update? what if I want to update all records that have blue as color?, for example. Is it possible?
Option not available for reating Custom Fields at the Lead level, to also create those Fields for Accounts/Contacts/Potentials.
" You are given the option, when creating Custom Fields at the Lead level, to also create those Fields for Accounts/Contacts/Potentials. " Where this option comes, no option is coming when creating a field under new layout. Please elaborate.
Recovering a deleted inventory template
Hi All, Is there anyway you can recover a deleted template ? I inadvertently deleted the template we are meant to be using. Appreciate any help Kind Regards MattP
How to do an automation to notify my vendors in a certain date
Hi, i have a custom date field. I want to trigger an automation when the date in that field matches the current date. How can I do that? Could it be that my version of CRM does not allow this?
Next Page