Zoho CRM and Vonage VOIP Click to Dial stopped working.. HOW DO YOU TURN OFF PHONE BRIDGE?
On Monday when I went to use my Vonage Click to Call with Zoho CRM it was no longer working. The Contact Page in CRM now has a DIAL icon next to the phone number where my Vonage icon was. I cant do click to call and we have a group that relies on this. Any idea why they changed this and if it can be fixed? UPDATE.... How can we turn OFF Phone Bridge? That is the functionality we DO NOT NEED. Thanks
Delete related records in custom function
Is there a way of deleting records in a custom module in CRM through a custom function? I cam across a post relating to doing it with the contacts table but have tried to replicate this with a custom table and it doesnt seem to work, or I have got something wrong in the function. When a record is deleted in one custom module I want to select all related records in another custom module and delete them. At the moment I have the following: // //Get all line items for the contract resp = zoho.crm.searchRecords("custommodule1","(Contract
Create view showing contacts of current opportunities
I want to be able to favorite or mark follow contacts and companies. I know I can do this by adding a new field and then key the view off of that field. It would be cumbersome but doable. A better solution would be to have it integrated so it would be included in the UI, like the follow button for a company where you are not the owner. Rationale: I want a view that contains all of my contacts on the projects I am working on. The view would be updated as I completed and added new projects and
Deluge Script to store custom field setting in Contacts based on presence or stage of Potential
Hi. I have put a Workflow automation rule in place that will update a custom field in Contacts with a value indicating the presence of a potential, but I need a script to retroactively go back and update that field for each person's Potential record (whoever actually has a potential). There appears to be no easy way to do that so a Deluge script appears to be needed. The field I've created in Contacts is "Potential Exists" and is a checkbox field. I simply want it checked when there is a potential
Territories
Client has Accounts that overlap territories so need to assign by opportunity rule. Seems to work and then not work, turned off and waited for cache to clear but still a problem. Need territories by opportunity owner (manager) and then use forecast to set sales goal and track. Will get more granular by individual sales user once it starts working. Reaching out to support, getting different answers. Any one else having difficultly with Territories to the point beyond theoretical?
Zoho CRM phonebridge in trial version
Dear Zoho, I would like to go for Zoho phone bridge so please help me to do it on trial version. I can be reache on 919100983839.
Test emails not showing up - continued
I am having the same problem as discussed in the earlier string 'Test emails not showing up'. I have posted my query in that string but after 15 hours it is still 'awaiting moderation' so I've started this string to try and get a response. Furthermore, it is stated that the query raised in that string has been answered, whereas if you read the string it very obviously hasn't been. My query.... I sent myself a test email using a template and it wasn't received. When I sent the same template email
Clonar campañas en zoho CRM
Estimados: Estoy tratando de clonar campañas en zoho CRM y, sin bien he encontrado la poción, cuando clono una campaña (Campaña 2) no me carga los contactos de la Campaña de Origen (Campaña 1). Pregunta: la campana Origen (Campaña 1) necesita alguna condición especial para que me permita cargar en la nueva campaña (campaña 2) a todos los contactos origtinal (los que posee la Campaña 1)? Saludos y gracias por vuestra ayuda. Fernando Gil Argentina
Create Contact record from third party form
Not sure if i have the right sub forum. This is a key issue if im to switch to Zoho CRM. I need to be able to create a contact record from the registration form that is used on our website. I don't want to use a web form created by Zoho but the existing form we have on our site as it performs a number of other checks and functions. Catch is that we use a 3rd party module that generates this form. Having said that, it does perform a http post which I have working with a different third party crm system.
How to I get a lead vendors info to push into crm?
We have a call center and use several lead companies that get all of the clients info and when they call into our center to transfer the client all of the information with our old crm would be able to be pulled in the crm so the clients info was there without us asking to do it again. How can I get it so i can pull the lead in zoho?
I cannot see the Contacts Tab
I cannot see Contacts Tab and Contacts related list on Account.
Script Builder rejects Custom module names?
I am trying to use the call function getrecordbyid in script builder to get a record from a custom module. But it does not seem to accept the Custom Module name. In the script builder dropdown the only options seem to be the standard modules. Is this a limitation in ZohoCRM ? Is it possible to use getrecordbyid with custom modules?
Batch update with a custom buton
is it possible to batch update selected record with a custom button in list view? i tried it out in the lead module.. if one lead is selected it works but will not if 2 or more are chosen. here is my simple function i did to try it out string Untitled_Function7 (string leadID, string Contrat FixedContract=input.Contrat.replaceAll("0000",""); FixContractNum = zoho.crm.updateRecord("Leads",input.leadID.toString(),{ "Num. Contrat HD" : FixedContract }); return "";
Field update on Event when related Potential is won
I am creating an automation workflow to update a (custom) field on an Event if the related Potential is set to "Closed Won". When I create the Automation Workflow on Potentials, i can only update fields on Potentials, Accounts, Campaigns and Contacts. My field update would be on Event, actually the Event that is related to the Potential. Can anyone help? Thanks,
Lookup Field to get Account ID?
Hi, I was wondering if there is a way for me to get the Zoho Account ID and maybe place its value in a field in the Contact module without placing it manually. Can I use lookup field to do that? What I'm trying to do is, let's say I create a new contact, can I have the Account ID for that contact be added automatically onto that field? Thanks,
Is the API two-way or one-way?
Having been a Zoho CRM user for a few years now, we are finally ready to implement an API integration between Zoho CRM and our internal systems (Oracle, etc.). During a recent kickoff discussion, our IS manager asked if Zoho's API was one-way or two-way. Going through the online API documentation, I really couldn't say if it is or not. This would be important to us because we will likely want to push some information from our internal systems to Zoho as well as vice-versa. An answer is appreciated.
Displaying other fields when associating product to deal/potential
When in the Potential screen, I have an option to associate a product. When I click that link, I get a modal listing products with a few different fields. How do I define which fields are displayed in this modal?
Can customers create/edit their own accounts?
I'm coming from CiviCRM where customers can create their own accounts and, once approved, can login to edit their own profiles. Is this possible in Zoho CRM?
Auto-Upper Case
Hello , Does anyone know what code I would put into the custom function script to have information that is entered in fields auto-uppercased. Thank You .
create a button in product module for generate a receipt
I need to create a button within the product module that generates a receipt. How can I do this?
Contact from invoice are not synced to zoho crm
Hello I cant find a way to sync invoice contact and operation to zoho crm ... link is created and well configurated . But in fact , contact and operation not apperas in zoho crm . have an idea ? im a on the free plan , maybe its for that ? Plz help Best regards
Retrieve field from other table
I have a contracts table with ContractName and ContractRate. I have a lookup field the in the Potentials table to select ContractName and store with the Potential I would like to have the ContractRate field pulled into the Potential so I can use it to calculate a total (Potential Amount X ContractRate). Any ideas?
How to restrict a user from deleting a Lead/Contact record in Zoho CRM if he/she is not the Owner of that record?
Hi, I am working on a project in which there are many user profiles, Let say 5 users. One of them is super-admin and others are Director, Sales Representative Outside etc. Each user can create and delete Leads, Contacts, Accounts records and known as Owner of those records. Now I want to make restriction on users, so that Only Owner of a record can delete record, Other user should not allowed to delete record if they are not the Owner of that record. How can I do this? Any help will be appreciated.
Urgent Help Need to simplify Formula
Hi guys Can anyone help me with reducing the number of characters in this formula for use in Formula Fields in CRM package. Currenlty Exceeds the 5000 character limit by some 325 characters. Next problem is the final code will need to be three times this. Unless of course there is a way where we can create a formula where the results of Formula Fields can be added/multiply/subtract and divide each other to achieve a final figure. ((If(Contains(${WEB Single Trip Travel.Europe Number of Days},'5'),35,
Use Merge Field for Subject Line of Email?
Can I use a mail merge field in the subject line of my email template? Thanks! Megan
Custom Module - Auto populate Name field and Mail Merge Questions
Hi, We are an education company that licenses curriculum to schools. We use Accounts, Potentials and a custom module called 'Courses' Typically, we will have 1 Account -> 1 Potential -> Multiple Courses I need help with the following: - When we add 'Courses' from 'Potentials', I'd like the required 'Name' field to be a picklist. If this is not possible, I'd like it to auto populate to a generic value like 'View' since I will add a another picklist field for our sales team to pick what course they
How to make "mail merge template" using custom forms and their merge fields.
mail merge template includes only the crm data like accounts ,contacts, potentials.etc But i am required to have the custom forms while creating the mail merge template. Is there a way to do this or any suggestion.
New Version bug
I'm trying to prep for the new version that we will have to switch too next month, not sure i'm glad about being force to switch to the new version. I see we have a bug in our custom module. We have multiple custom buttons in one of our custom module. about 10 buttons with different automatic process. but with the new version we only see the first six buttons the others are not on screen. see screenshot of the open dialogue while I press the buttons...
Creating a contact from partner details
So I've got a custom contact page that lists the main contact details down the left and the partner details down the right. I want to make a script and attach it to a button that will create a new contact and map all the information from partner fields to the new contact record. The below script is not working for me , but if anyone can help me debug this I would greatly appreciate it This is the script : contactId=input.cntId.toString() rec = zoho.crm.create("Contacts"); resp = zoho.crm.getRelatedRecords("Contacts",cntId);
Have a Business Day Feature
Can you make it so that weekends are eliminated from tasks with due dates that fall on a weekend? This feature is available in a much less robust CRM that Google offers, Insightly.
Can a custom function close or delete all open activities for a potential
I have a sales workflow within a Zoho CRM that schedules about ten phone calls / emails for the sales rep (spaced out over 30 days) for new potential records. I would like to add a button for the sales reps to use once they make contact with the lead and need to cancel all the remaining scheduled follow-ups (Cancel remaining follow ups). Can someone point me in the right direction of how a custom function could query and update all "open" activities associated with a potential record ID and delete
Zoho projects in Zoho CRM
If i look in my "accounts" tab , there is a list of max 10 projects which are related to the account. Unfortunately it does not show only the active projects but also the archived projects , so over time there will be more than 10 projects associated to a client and in the main screen. It would be helpful if i could see more than 10 projects and ONLY the active projects, or at least have an option to choose. After the update clicking on the arrow to go to the next 10 projects also does not work anymore
Multi-Person Tasks
Hello, I saw this posting a long time ago (https://help.zoho.com/portal/en/community/topic/save-and-create-follow-up-task). Has there been any implementation that would allow us to assign tasks to multiple people within your organization? It seems very tedious that we would need to clone tasks to assign them. As an organization that needs to collaborate, we need to be able to assign tasks to multiple people at once so that nothing is lost. Additionally, would like to see better 'User Mapping'
Prevent duplicates on formula field
We would like to prevent duplicates based on a field other than the email address. In Salesforce, we created a formula field that concatenated the Account Name, Contact First Name, Contact Last Name and then set the flag to prevent duplicates of that value. This allowed us to get much closer to preventing duplicates for people. Is there anything similar in Zoho - I have enabled the "no dupes" flag on the email address but when I created a formula field like the one above there is no option to prevent
Create a formula that returns a month.
I am trying to create a formula in my opportunities module which returns the month when a date is inserted into the 'Closing Date' field. E.g. 12/05/2016 is inserted into Closing Date, formula returns 'May'. Someone spoke to me on the phone about this and he said he would send me the syntax to use, but I never received it. It would help if someone could send me the syntax to use.
If( Formula with Checkbox
I have created the following formula but the system is reporting "Missing braces". I have been unable to fix. Can you provide a solution? If(${Potentials.Car Included?},True(), (${Potentials.Est Starting Salary}+${Potentials.Est. Bonus Potential}+10,000) else (${Potentials.Est Starting Salary}+${Potentials.Est. Bonus Potential}) The intent of the formula is that if the Checkbox is checked (true), then add $10K to starting salary + bonus potential. Otherwise, just add starting salary + bonus potential.
Is there a way on the home page widgits
To see "My today & Overdue Tasks"? I would have thought this would have been a default (just like calls has) but i can't find it and when I try to create a view to do this, I can't find away to add "Today" instead of a specific date. Any ideas?
Sales Order API - No Totals
Hi, I am using the API to create orders in Zoho. My order has no total. What is wrong with my request? Here is the order: Here is my request: <?xml version="1.0" encoding="UTF-8"?> <SalesOrders> <row no="1"> <FL val="Subject"><![CDATA[Test123]]></FL> <FL val="Billing City"><![CDATA[Waltham]]></FL> <FL val="Billing Country"><![CDATA[US]]></FL> <FL val="Billing State"><![CDATA[MA]]></FL> <FL val="Billing Street"><![CDATA[123 Main St.]]></FL> <FL val="Billing Code"><![CDATA[02452]]></FL> <FL val="Due
Merge Text fields on duplicate Leads
Hi, i want to merge a Project field for duplicated leads during my import or with a makro later. Example: 1) existing contact: Company Name Project Microsoft Brad Start 2) new field from excel sheet Company Name Project Microsoft Brad TEE Now i don't want to have a duplicate entry with the same company and the same name. Instead of this there should be following: Company Name Project Microsoft Brad Start, TEE Is this possible and with which custom post type? Or do
Is there a way to hide customs fields when another in the same module has an specific value ?
In the Opportunities module, I'm trying to hide a custom field "Service" when another field "Type of Opportunity" has the value "Credentials meeting" selected. Gary
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