CRM API Integration with main Carriers-Fed Ex, UPS
Has anyone successfully integrated Fed Ex with ZCRM using API? Would like to print ship labels and also capture tracking info from Fed Ex back into CRM records. Best, Steph Martin Exigo Group
UK VOIP
What voip do people use in the UK?
Solution for german salutation "Anrede: Sehr geehrte/er Frau/Herr" through CRM formula field
formula for german salutation in "Sie" version: If(${Contacts.Salutation}=='',If(${Contacts.Mass Update Formula},'',''),If(${Contacts.Last Name}=='','',Concat(If(${Contacts.Salutation}=='Herr','Sehr geehrter ','Sehr geehrte '),If(${Contacts.Titel}=='',Concat(${Contacts.Salutation},'
How to modify Campaign Member Status to my needs? Solved
Hi everyone, I have a question concerning the member status under the campaign tab within Zoho CRM. Once I assign contacts or leads to a campaign, I have an overview of the member status. E.g planned, sent, answered.... (please see attachment if you are not sure what i am talking about) Is there a possibility of customizing these member statuses of the respective contacts to my needs? Even a work around option like creating a new model could be an option. However, I am new Zoho user and do not have
Bulk Update not working
When I try to bulk update a section of my contact (less than 100) the screen freezes and become non responsive. I have tried this with multiple computers, as different users and with Firefox and Chrome. Are there issues surfacing with the updated look
can I use zoho CRM offline on my windows laptop?
I know that I can access Zoho Crm on my phone, but I cannot seem to find a way to do this on my laptop. Is there anything I am missing? Thanks - John
Adding contact from email signature?
Standard process for us is to get introduced to new contacts via email, many times a mutual acquaintance will send an email intro complete with contact info and then we'll coordinate to set-up a call straight from there. We want to add the individual straight to our Zoho contacts (we don't use leads since it doesn't seem to make sense in our business to distinguish between contacts and leads). My current process is to take the email signature and drag it to my CardScan software, which reads the
How to identify potentials with no open activities
We use a "next-action" approach to ensure that we always have a follow-up scheduled for every open potential/opportunity. I'm looking for some way to view/report on open potentials to identify any that do not have a next scheduled action (activity/task).
Multi-Select Pick List - display format in the email template
I have a request for a tip. I am preparing an email template and I want to use the Multi-Select Pick List Values. The values are displayed in a single line in the template: Option1; Option2; Option3; etc How to make the variables appear in the form
Lack of feature / Merging duplicated records in Zoho CRM Custom Module
Hi, we really feel lack of a possibility to find and merge duplicated records in custom modules in Zoho CRM. Is it possible that Zoho is working on providing this feature to custom modules (to work the same as in Accounts, Contacts etc.) Kasia
Cant add a value on a custom fields with the datatype of lookup
I am trying to assign a value on a custom field with lookup datatype but upon checking the newly created Deals, the custom field is empty. I am using PHP SDK and here is my code in adding a field value on my custom field: $zohoCustomer = new $recordClass();
How Do I Change Lead / Account Created Date
Hi There, I have leads which come in or convert over the weekend. So when I add them to Zoho or convert them to accounts they do no reflect the correct date. How can I change the created time and date of a lead or account? This important as when our marketing guy wants to run reports he has to run everything Tuesday to Tuesday which is out of synch with everything else. Can anyone help? Thanks Steve Robson
CRM JS Client Script - Multiply 2 fields.
Hi guys, Can anyone help with the scenario below? I need a JS Client Script so I can auto populate a subform field on the CRM Deals Module as a result of a multiplication. I can play around with deluge, but I have no idea how to write Java scripts. Three
Telephony not visible in CRM settings and I'm the Super Admin
why can't i see Telephony in the CRM Channel settings? i am the super admin. thanks. https://help.zoho.com/portal/en/kb/crm/extensions/telephony/articles/ringcentral-integrate#Set_up_RingCentral_Integration
How to add value on multiselect field API php sdk
I am trying to insert a new record on deals and I need to add values on multiselect fields but when I check the record, the multiselect fields are empty. this is how I insert values on multiselect: $record1->addKeyValue('regions', ['region1', 'regio
Zoho CRM
This issue has been happening all year. Last year was our first year using Zoho CRM so we took a lot of time to input our client information and as we are going back through the clients editing any new info I am finding that a box that was once filled
ZOHO incredibly slow
For the third day we have ZOHO CRM that is so slow thant we can not use it ! Please advise, T Soulier CEO
Zoho Finance Bug: Duplicate Sales Orders (finance module) showing in CRM but only one Zoho Books
Summary We use the Zoho Finance integration within the CRM. I have a situation where there is one Zoho Books sales order BUT in the CRM I have 2 duplicate Sales Orders. The exact same sales order is just duplicated. Each Sales Order (finance module)
Different version of a module in different countries, and controlling view access by a "field".
Hi, we have a use-case where we need to do the following, so we can use Zoho CRM for our business operating in 7 countries. 1. We need 7x slightly different versions of a "Clients" module for each of the 7 countries. Layouts can't be used because apparently
Allow recurring events with no end date
One of my clients is giving critical feedback that CRM should allow recurring events without end dates. She is complaining about the prospect that in a year, her events will have to be recreated, and it might ruin her workflow.
Automation of Associating products with accounts upon invoice creation?
Is it possible to have all products on an estimate associate with the account in Zoho CRM when the estimate is converted to an invoice?
Is it possible to create a layout rule that adds sections in repeat as needed? Multiple Transactions/Listings/Locations for one record?
I am a Retail Leasing Broker with a team. One building might have many listings in it, or many past transactions that we need to keep comp details for. I have a module Properties and would like to add a 6 to 8 field section with listing data... each time
Create workflow to copy data from a single line field into lookup field.
I am having trouble creating a function that copies data from a single line into a lookup field. I can copy from a single line field to a single line field, but not from a single line field into a lookup field. Please help
ID Layout Zoho CRM
Could someone help me with a question , how can i know the id of a zoho CRM layout for reporting within zoho analytics . ?
Make a field required based on answer to another field
Is there a way to make a field entry required based on the input of another field? If so, how can that be done? Thanks
Email Template - Include the information of Notes added
One of the rules and alerts i have so i can know what leads or business oportunities my sale reps are managing is receiving an alert every time they edit some information regarding that lead or business. But in the email template i can put assign the
Potential Report Filter = Closing Date
Does anyone have a way to set the filter for Closing Date to "before" "TODAY."
Associate emails with accounts
I can manually associate phone calls with accounts, but the same cannot be done with emails. A fix for this needs to happen ASAP. Here is an example: Attorney John Doe sends me three emails. The first one is regarding Tom, the second one is regarding
Anyone switched from Hubspot to Zoho CRM?
Our small business has been using Hubspot for several years. We are just using their Marketing Starter plan for about $140 / month. We integrate Hubspot with Call Tracking Metrics so inbound calls auto-create contacts within Hubspot. Sales leads (mostly
How can I allow a user to only view specific deals?
Hello, I'm trying to make a user profile that only allows a user to view their deals based on a field. In this case, I would like the user to only be able to view/change deals in the state of Michigan. How can I go about this?
Configure for fewer email notifications of Zoho CRM tasks
I get a lot of system generated emails for tasks that I don't need to be notified about. In the long term I will have to convince developers that the vast majority of those tasks don't need to be created, or at least that I don't need to be notified by
Type of product in conversion rate analysis
Hello! In the Analytics module, if I select a component of the funnel type, is it possible to get the conversion rate by product type? Conversion rate, goes from Leads to confirmed sale. The option available to discriminate, is the data contained in the
Email Notifications not sending!
So this is something I noticed today, but apparently was an issue since a few days now! We have a bunch of workflows that notify Salespeople about new Leads or upcoming dates. I realized that me and my team have not been receiving these for quite a
How to get Zoho CRM parameters in a widget?
I have a related list widget that is currently in the deals module of my CRM. Within that widget, I'm using HTML to try and get certain Zoho parameters but whenever I access any record, in the console I get a message that says "Uncaught ReferenceError:
Export Zoho Contacts directly to Whatsapp
Hello everyone! Any idea how i can export our zoho contacts directly to our whatsapp busines? Thank you
Zoho CRM Price Book In Different Currency
Hello all, When reading and evaluating Zoho CRM I was left with the impression that you cannot have mutiple currencies in Products, but this can be overcome by having Price Books in different currency. However when creating Price Books I can only make
How Do I Add Events to a Contacts History?
I'm newer to zoho and still not sold on it. How do I add events/an event to a contacts history. When certain events happen in CRM it is added to a timeline/history. Can we add events to that timeline ourselves in anyway? Hopefully zoho has a built
Is it possible to create a lookup field that accesses records from MULTIPLE modules?
Is it possible to create a lookup field that accesses records from multiple modules? SCENARIO My Company is a Managed Service Provider (MSP). We offer IT support to multiple companies (Accounts), each Account has about 25 individual "IT systems" (WiFi,
Approval Process - only for specific users
Is there a way to only enter an approval process on record edit for specific roles/users? I have admins making changes but it still goes into the approval process, which is quite frustrating.
Line Spacing in Mail
I would like to choose whether I have single or double lines after a return. How do I format that in mail? I do not see a Page Format option in the menu. It's driving me crazy.
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