CRM Workflow vs. Marketing Hub
Greetings. There are a LOT of ZOHO components... overwhelming, really. Which to use, how to integrate. I am currently using workflows with CRM to communicate with new leads via online forms that come into my database. Based on Lead Source, various workflow
CRM to Google Calendar Sync Issue: One Time Meetings
Has anyone else come across the issue where some one-time Zoho CRM meetings do not sync to their Google calendar? I set up many of the meetings for our organization directly from the CRM calendar. Recently, random ones will not sync. I conducted a chat
Countdown in Forumla field
Is it possible to get a countdown in formula field? I have a date of birth field, and also an age field. (Year(Now())-Year(${Contacts.Date of Birth})-If(Month(Now())*100+Dayofmonth(Now())>=Month(${Contacts.Date of Birth})*100+Dayofmonth(${Contacts.Date
Default Order for getRecords
Hello, I would like to know the default order in which getRecords returns records. In short, I need to always be able to select the most recent record and will not go about designing a function that selects the most recent record if the first record in
Zoho Mail and Zoho CRM login access
I use Zoho Mail and Zoho CRM. It is possible to have separate credentials (Password only)? I will need the same email user name, but two different passwords for Mail and CRM.
Searching Attachments
Is it possible, via the global search (or other search) to search text within attachments and/or notes?
Customer type in CRM
Hi, Looking to possibly start using Zoho CRM. We have a wide range of customers that we market to differently based on type. How would we set our customer base to be able to report and email based on the type of customer? Can we assign to groups...etc? Thanks, Christina
Use Formula Field to grab Address minus street number
I need to create a Field that uses a formula to take regular Address "123 Main Street" and removes the numbers from the front and makes it "Main Street" only. Sample Data: 123 Main Street (becomes "Main Street") 444 Count Rd (becomes "Count Rd") 543 Number
Manage 2 companies+ in 1 ZOHO CRM account
Hello, i wanted to ask if it's possible to manage 2 different client companies in 1 CRM account, so we don't need to switch between and using different browsers. Each company with it's own email, inventory, invoices and pipeline. Am I right this can be
Reversing a contact back to a lead
Can anyone help me - I'd like to take a contact and revert it back to a lead. How can this be done. Thanks peterb
email from outlook to deal in ZOHO
How do I associate an email from outllook to a deal in Zoho?
Easier Functions: Save all record fields to variables
In writing functions, it can be tedious to add numerous arguments or assign variables in the function code. Is there a way to simply loop through all the fields in a record and save each field value to a variable named after the field's API name? Something
How can I create a marketing list of contacts?
Hi there I have just imported around 1,400 contacts into the system - say I wanted to create a list of 40 people from these contacts... how would I do this? I can't seem to find anything that allows me to group contacts together... Can anybody help?
Additional attachment purchase options
I see many post, some over 8 years old asking for a way to identify attachments in the CRM. It appears no solution has been offered by zoho other than do it by hand or pay $960 for 100 GB of space. Why cannot we add space in smaller increments? It
Portal Usage
Hi there, we just setup a portal in Zoho CRM to let our sales agent login, add/edit and view there contacts and leads... How can i share a contact or lead which was added from another CRM-User for a portal user? Thx, Christian
Duplicate values restriction after deletion problem
Thank the almighty for every second! Hi, In leads and contacts we do not allow duplicate values in Mobile number. After a lead is converted to a contact and the contact gets deleted, There is no option to create this lead again as it is saved in the "Converted
Blueprint: Automatic transition
Hello! I have noticed that Blueprint States have a Maximum time limit and afterwards, we can choose an action to happen such as a SLA alert, email notifications, tasks and field updates. I would like that after the time is met, one of the transitions
Custom Field Permission
Can anyone help me in setting permissions in custom fields. this is when we have created a custom field using an administrator login, however the other staff cannot see the custom field. They can see the other fields that were there, but not the custom
Import template with default number and date formats
I need to import data on a regular basis into a custom module. The csv file has exactly the same columns with the same format of data every time. Is there a way to apply a template to the import so that I don't have specify the date and number format
Lead conversion automation
Hello, I am trying to make Leads converted automatically to Deals as soon as a Web form is submitted. Somehow I did not manage to trigger it. Could you please give any suggestions. Thanks! How I did it: I thought if Conversion will be triggered only on Edit of Stage field
|| statement is not working properly.
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Cloned or Shared Application?
Hello. I am working as a contractor for another company which also has a ZOHO ONE account. Is it possible I could Clone or Share some of my modules and data with them? CRM and Marketing Hub specifically. Ideally I would like to just clone both CRM and
Zoho Phone Bridge // Asterisk 13
Hello, I'm trying to configure Zoho Phone Bridge with our Asterisk system (v13). Token is generated User got a P.B. licence P.B. adapter is installing in the PBX machine. In the asterisk14.properties file : asterisk.server=127. 0. 0. 1 asterisk.manager.username="AMI login" asterisk.manager.password="AMI password" In the zti.properties file : authtoken="N° Token" #Proxy configuration proxy=false proxy.user=proxyusername proxy.passwd=proxypassword proxy.host=proxyhostname proxy.port=80 When i run
Bugs on CRM since 1 or 2 hours
Hi, javascript Errors on CRM (leads view for example, tabs view). when I inspect Developper console of browsers, I saw a lot of scripts errors. On the CRM, it is impossible to order the Leads view by column name, Created time or any column (javascript
My web form email validation are not working
<!-- Note : - You can modify the font style and form style to suit your website. - Code lines with comments ???Do not remove this code??? are required for the form to work properly, make sure that you do not remove these lines of code. - The
Zoho CRM SPF and DKIM
Hi All, first post here, so i so hope i can get help. I am having issues sending emails out of Zoho crm. now if i use zoho mail email goes out and gets received to clients well. However when i use Auto responders or Mass emails to leads, i can see emails tagged to them but they never recieve those emails. I am with google apps for email and hosting with Hostgator. Can any one advise me what correct spf and DKIM i should add on. I deleted my current DMARC settings and DKIM settings from domain for
Telephony
I can purchase the PBX from zoho Telephony, but my license is zoho professional?
Change Firm Mail Address
Hello! I would like to add a different e-mail address to the company settings than my personal e-mail address. Is that possible? Thanks in advance!
Creating Leads Via API
We are working with a few lead generating vendors that are currently sending us leads via email. As volume is picking up, some of them are asking for the ability to send the leads directly into Zoho CRM via API. I have looked at documentation for over 2 hours and am still confused about the OAuth part. Do I need to first create the OAuth Token via API? If I do, it seems that the access token will only be available for 60 minutes. Does that mean that I have to manually create a new access token from
Mail status filter and email permissions
I have a question about the way the email status filter works in a contacts or leads view. This filter allows me to see contacts to whom we have sent an email within the latest 10 days, for example. My question is: what if another user sent an email to
Territory Management/Access Permissions for Contracts
Hi, We would like to setup territory management for contracts where users can only access contracts that are valid to their territory. We also want to access who has control of which contract. How can I do that? Best, Wing
Same product with different price
Hi~ Current I am trying to set up a price list that contains all my product. But I would like to know if it is possible to set a product with different price for different customers. From Zoho's guidline, it seems price book can do that. But I still have no idea how to set it up. Can you give me a step-by-step instruction for that. thank u
Is it possible to add the same notes for several contacts?
Hello, I would like to know if there is a way to add the same notes for several contacts without going to every profile and doing it manually . For example if I had a call with 5people I would like to write "attended the call" and select the 5 contacts
Editing Call Fields
Is there a reason you cannot create new fields or modify almost any of the existing fields in the call module? I would like to create a short pick list of call results items so that when I log calls made through the iPhone app, I can quickly select items
Is it possible to create a matrix table panel in a dashboard?
Reports include a matrix table format, similar to what a dynamic table does in Excel: you select a column field, a row field, a measure (record count, the sum of a field in all the records, etc.), and then each cell shows what that value is for its combination
Set a custom field when lead is converted
When I convert a lead to a contact, can I make it set a custom field I have automatically? This custom field does not exist in the leads - only in contacts e.g Bob Smith is a lead, we then qualify him and open dialogue so want him to be in our contacts,
change date field +1 year
Hello I have the following task: Our freelancers should be able to order a new ID (with zoho forms) every year. I have the Order_deadline field for this. In addition, a notification send out via workflow 3 days before the deadline. For the coming year,
Adding a company
I have a second contact for the same company. How do you add the company to drop down box when I go to the company section.
Birthday workflow not working
I created a birthday workflow to alert me when active clients have birthdays but it's not working. I'm not getting the alerts. Now, when I import new contacts, I have the option upon import to add the Birthday workflow I created to those contacts, and the workflow rule seems to be working for them. However, how to I make sure it's working for ALL of my contacts? Here's a picture of my workflow:
Function Help - Emails
We have a function (listed below) that creates a task for the contact owner anytime a contact sends an email to us. I'd like to update this to create the task for the user the email was sent to. What change can I make to get this working? contact = zoho.crm.searchRecords("Contacts","(Email:equals:"
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