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
CRM Contact Limits
My use case is needing based on an Agency approach. We have a Managing Agency and 20-30 "Sub Agencies". I have read and think I understand User / Profiles / Groups. My questions are this: 1. Can we limit the number of Contacts/ Leads that an Agency can add? We will let them have access to our MASTER CRM, but want to limit their usage to only 100 contacts in their subscription. If so, how can this be done? 2. Is there an existing module to help facilitate billing for this approach?
I want to mass-upload activities and link them to leads. How?
Could anyone provide a sample file (csv), which shows, which fields have to be filled to mass-upload activities and link them to leads during the upload? Somehow the lead information gets lost durig upload.
Can't edit "Description Information" in CRM Tasks
Can't edit "Description Information" in CRM Tasks - the pencil disappears when you hover near it
Zoho Email Templates
I have saved some templates in Zoho for Email However when I try to use them the email tab shows "NONE" I have attached the screen shots for templates and Email tab Is there something I need to do or activate to get the templates available in the E mail tab PS: I am using the free version... AMIT
Related List Pop-up
We have related lists in the left sidebar which are connected with our Zoho Creator links. Previously we were able to click the '+' button and the Zoho Creator application would open up as a pop-up in the same CRM window. However, today the links are not opening up as they did previously. Attached is our current set up and how we could previously add Zoho Creator records in the CRM. Will you be adding this functionality back into the CRM setup?
Workflow automation cancellation
How do I set up an automated workflow rule so that it is cancelled when a stage is closed won, closed lost, etc?
Create list of characters from string
I need to loop over all characters in a string, but since Deluge scripting doesn't allow loops (as far as I can tell), I thought a way around that would be to create a "List" of characters from that string. However, I can't figure out how to do that. Is that the right approach? What other options do I have? Any input on this would be greatly appreciated. Oliver
Cannot attach documents to emails
I'm getting an error message when trying to send emails to contacts with attached documents (cannot send due a problem with *filename) - I've tried different documents, so I don't think that's the issue (the file sizes are small). Any ideas?
Member Status Bounced: Remove those names from my email list?
I have a campaign we run once a year to a few hundred people via Zoho Campaigns and Zoho CRM integration. After I run the campaign any emails that were bounced that information gets pushed into Zoho CRM under the campaign member status. So far so good, however I can't figure out how to use that information to mass update those contacts. At the very least I want to be able to uncheck the box so they will get removed from my yearly campaign. What's the easiest way to do this?
Learn how to handle multiple sales processes with one CRM account
Zoho CRM comes with a range of customization features for varying business requirements. From creating custom list views to building modules from scratch, you can modify various aspects of Zoho CRM to meet your needs. The latest addition to this list of customization features in Zoho CRM, as you may be aware, is the Page Layouts feature. With Page Layouts you can handle multiple sales processes with one account, you can also give each team involved with a particular process the flexibility to organize
CRM Webform Hidden Field Issue
I've noticed that when I create a webform and add a field, set it to hidden, and choose the field response the form isn't saving it correctly. Example: I create a webform and add a drop down field for lead status and make it hidden. I choose Website from the drop down so that when the form is filled out and passed to CRM it will show Website for me under the lead status - but it won't show the field to the customer when they are filling it out. The problem is when I make a choice from the drop
Lead to account conversion email
What is the easiest way to set up an email notification to the client once they have been converted from lead to account. For example: Once sales rep clicks convert button in CRM and the CRM converts the lead into an account/contact we would like a Welcome Email to automatically go to the client. Any Ideas?
API Integration Question
Hello! We have built an integration with CRM and one of our users is using it. One of the things that it does is sync contacts between our system and CRM. Our client would like an easy way to identify records created by our API connect you CRM. Do you have any ideas?
Export quote data to a booking form for verifiction?
The way I use Zoho CRM is mainly to store customer data including the ability to produce quotes that can be converted to invoices as a confirmed booking. When I send a quote the customer is given a quote number and the option to book with a link to the booking form. Currently my booking form is created in Jotform which offers integration with Zoho CRM very easily to export data nto the CRM as a lead. What I'd like to happen is for a customer to go to the booking form and enter their quote number
Zoho CRM Mobile Application Tasks
When will we be able to create a TASK in the mobile application that will send an EMAIL REMINDER on the date you want to execute that task? This can be done on the computer version but not mobile and is needed urgently. If I want to send myself an email reminder to go visit ABC COMPANY on July 5th I can't set that up as a TASK. Please advise.
Zoho API uploadFile to Cases
Hi, I need to be able to upload a file to a case but keep getting 4600. The following is the code. Any help would be greatly appreciated. <?php $recordId="my-record-id"; $ch=curl_init(); curl_setopt($ch,CURLOPT_HEADER,0); curl_setopt($ch,CURLOPT_VERBOSE,0); curl_setopt($ch,CURLOPT_RETURNTRANSFER,true); curl_setopt($ch,CURLOPT_URL,"https://crm.zoho.com/crm/private/xml/Cases/uploadFile?authtoken=<my-token>&scope=crmapi"); curl_setopt($ch,CURLOPT_POST,true); $post=array("id"=>$recordId,"content"=>"/Users/john/files/filename.jpg");
Update Events Title Field Using Custom Function
Hi Guys, I am trying to fill the Events Title field with the related Contact name and Event Type preferably separated by a hyphen. After many attempts and google searches this is what I have now, I do not get an error when saving but it doesn't work. void Update_events_title (string event_title, string event_type, string contact_name ) titleupdate = zoho.crm.updateRecord("Events" ,input.event_title ,{ "Title" : "contact_name,event_type" } ) ; Could someone tell me were I am going wrong please,
if data suppression
Hello, I have some questions in case of data suppression following wrong manipulation or mistake (e.g.: excel file upload, mass data suppression etc) - Do you have a back-up for our data? - If yes, how can we retrieve the data from you, following the data suppression. - Process wise, is there a time limit? Thanks,
Filtering Activities
Is it possible to filter views in the Activities tab? Specifically, I would like to restrict some of the views to just Accounts, or to just Leads. In other words, only show, for example, Open Tasks for Accounts. Currently, it shows for Accounts and Leads. Thanks! David
Zoho + QlikView Rest Connector not working
Hi, I am extracting data to load into QlikView app using REST Connector. It was working out fine until yesterday. I am using this connection: https://crm.zoho.com/crm/private/xml/Calls/getRecords?authtoken=<MyToken>&scope=crmapi Suddenly the only module that is still working is Events. All Other modules return zero length string. But, when I post the same connection directly in the browser, it works. Anyone can help me ? regards, Benno.
A report for leads created by source (hopefully ediatable) for a specific time frame
Can you help? i need a report that shows all my leads for a specific time frame (i.e. last month July 2016 etc). I need to be able to filter on lead source and it needs to include leads that have already been converted. I may generate 50 leads in July, some of them convert during july and some may convert in september (or even later) but i need to be able to generate a report that shows me all of those leads, i need to see the lead source too. Can someone wither show me how to do this or create a
Closing Date Displayed in Wrong Format Under Stage History
CRM is displaying dates in our local format DD/MM/YYYY except under Stage History where one date is formatted dd/mm/yyyy and other is yyyy/mm/dd (see attached screen cap).
Pass lead ID into a custom field on Create
I need to pass the lead ID into a custom field when creating a new lead. What would the function look like?
How to auto fill single line field based on Contact Name entry?
Hello Everyone - I have added a custom single line field in the Task Module called "Contact Company". I am needing this field to auto-populate with the correlating Company Name of the entered Contact Name field. (Another words, I enter a name into the Contact Name lookup field, then the Contact Company field auto-fills with that contact's company name) Yes, the "Related To" field does this already, but I need to relate this field to my Vendors module. And the Tasks module does not allow Lookup
Custom button in edit or clone view
I'm trying to figure out how to make a button update some fields while in edit view or cloning view or create my own clone button and modify some fields on opening in clone view. This button would be used in a custom module. Can this be done?
Avaya application server R220 (unified communication server)
Hi, We would like the integrate Zoho CRM with the Avaya PBX at our location. The vendor architecture shows that they are installing an Avaya application server- R220 (unified communication server- voicemail pro, contact recorder and webRTC gateway) Will that work with Phonebridge or is there something else I need to ask them to install? Thanks in advance.
Training videos and assesment exams, quizzes for new hire employees
Does anyone has any recommendation for training and a test before hiring someone? To make sure they watch and understand the tool before they start using it.
Custom Quote Template
Is there a reason why suddenly <style> ... </style> tags are being stripped from quote template designs? I had perfectly fine quote templates. I edited a phone number on them and now they are all messed up. Everytime I paste the code in and preview, it displays perfectly but when I save everything from <style> ... </style> is stripped. Anybody else having same issue?
How take the id leads?
hello please help me I want take the ID leads in custom functions, I am try this way but it not work CG = zoho.crm.getRecordById("Leads",input.CGID.toLong()); CareGid=CG.get("id");
Problem with setting up Services and Products
Hello! I am new to Zoho community. I want to set up CRM for a client. The client is a Beauty salon. We want to use Professional plan. SO they sell services and not products. But at the same time, they use some products for these services and they would like to track inventory. Does anybody know how could I set up Zoho to function like this: - When we sell a service we can also add products that have been used with quantity they were used. And then that should reflect our inventory. For one service
adding a new button
I have added anew button that sends mail to desired email with specific fields. i now need 2 more things: 1)to have a condition on 1 param that if it is empty, to send another param instead. 2)i want to set it in "view" and then send it on multiple records. currently it's on list view so when i send it send per record. but when it is on view it and i mark for more then 1 record, it puts all the params toghther. how this can be done? thx
Closing Notes with Completed Tasks
Is there a way I can close notes for a particular task when the task has been completed and closed? I have multiple tasks for each client and would like to record notes for that particular task without it staying on the contact page after the task has been completed. Thank you
Zoho MailChimp Integrations - Syncing only a subset?
Hello Zoho Community, I am researching options for Zoho/MailChimp integration. For the client I am working with, the Zoho CRM database contains only a subset of the total contacts. We do NOT want to sync all of the MailChimp contacts to this database. The problem we are trying to solve is this: We want to automatically sync unsubscribes from MailChimp to Zoho. When someone unsubscribes through a newsletter, we want to update the data in Zoho to show that they are an Opt-out. Is this possible? Would
Very disappointing
I post these comments as there are apparently many people that like this program, but, wow. I am amazed at how bad the initial contact was, and I hope the company realizes they may have a problem to address: My initial call into the company was to the Sales area, and it was amazingly weak. I asked the person about 2 features I am curious about and both times he had to put me on hold and get the answer. Than the main option I desire, in order to switch to ZOHO, he first told me is not available and
Responsive email
Hi, I have a responsive design email that I want to create a template using. Each time I add the HTML code to Zoho, its seems to strip the CSS from our email. Does anybody know a way around this? Thanks Alex
Creating Potentials vs Sales Order reporting
Hi, We currently do not use the potentials field of Zoho, but would like to engage it as sort of an account forecast function. I want the sales team to project what equipment they are going to sell to each account, and then see what they actually sold against that projection. We need this to work at the product level. I.e. for every account we want to say we hope to ship 5 model A, 9 model b and 3 model C for this year. As the sales come in, I want them to be able to see what is sold, vs what is
import wrong columns into zoho leads from campaign monitor
Hi i had tried to import leads from campaign monitor into ZOHO crm but i had mapped all the columns correctly before importing. in my CSV .... if i clicked "save as" it was unicode-16 but if i import using unicode - 16 ... i will get gibberish during the mapping section. but if i chose unicode-8.. mapping section is fine but after importing.. the information will go into the wrong column! please help!
B2C and Repurposing Account Module
There's been a LOT of talk about B2C in the past I see. I did find https://www.zoho.com/crm/help/customization/customize-zohocrm-for-b2c.html and it helps. I have a different idea how this should work for us though. We're a retail window and door dealer. In my perfect world I simply renamed Accounts to Households (or Properties - either is fine) and figured all would work fine. Turns out this now requires the Company field (can't edit the name even) to create an Account. My perfect Company (or Household)
Today's CRM upgrade
Today I pressed a link in CRM 2016 to enable bug fixes etc. Can somebody advise me the details of the upgrade?
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