Custom Widgets Drawing Contact Data from Analytics Dashboard
We have a load of external data about my Contacts contained in tables in the Analytics section. I see I can setup dashboards of that data that contain drop down Contact filters. Can a widget be built and placed into the Contact screen that would pull the dashboard and filter by the Contact currently open? Is there a service where I can retain somebody to build widgets as I do not have the experience nor the availability of time to learn - we chose Zoho CRM for its ability to be set-up without technical
Customization on Case registration
Dear team, it will be more better if we could upload our engineer list at once in our account. so that while registering case we will have our engineer data and we will directly assign engineer for required case. so it will escalated easily and engineer will get the case details immediately.
Follow Up Workflows and Field Updates
I have been trying, for a few months now, to solve this problem. We have a set of follow up actions that we are trying to implement. We want these actions to take place automatically, without the sales team having to touch the records. In deals, I have set up the following workflows: 1. The first workflow should occur once a deal has been in the "Initial Quote" stage for 7 days. The workflow updates the "Stage" field to Follow Up 1 and sends an email to the deal contact. This deal is working
Mass update of Stage in Potentials
Can anyone help me with this? I do not seem to be able to do a mass update of Stage in Potentials. Thanks
User Profiles in Portals - ie restricting products to resellers
Hi There I wish to have a reseller portal where my dealer can place orders, I have done that bit what I am struggling with is I have a number of market sectors each with its own product range, I don't want to put resellers of by having all the products on display, only those that relevant to each reseller I have created a profile as a test with the relevant permissions, however how do I apply that in the portal Then how do I apply multiple profiles for different clients Thank you Jonathan
Pictures Turn When Using a template
When I make an email Template and send a test half of my pictures are turned on their side when I receive the email. What am I doing wrong?
How can i generate token for zoho web api requests in asp.net core 2.2
I tried to reference below https://www.zoho.com/crm/developer/docs/csharp-sdk/configuration.html article but it shows implementation in app.config while we have appsetting.json. Also it is stated here that we need to manually generate token which would expire in certain time. I would like to generate token when we request the zoho api. Any help is much appreciated
Inactive Contacts - How to Hide Them
In our previous CRM, we could store inactive contacts (retired, terminated, etc.) of our accounts, but also reduce their visibility. So for example, if we created a note, inactive contacts would not show up on the list of contacts to choose from. Does anyone have any suggestions on how to apply this condition to contacts in a Zoho CRM?
Mass Mailing after searching using different criteria
In mass mailing from the contacts module ,are you able to select contacts and then retain those contacts while searching for other contacts using different criteria. I have lost this functionality which was operational for over a year.
Parent child
Dear Zoho community, Use case Real Estate broker. Want to form parent child relationship for Properties which will have multiple Listings. The Property will be the 1 constant in the background - 'Master Record' and each new lease will be a new Listing, might also be a Sales Listing. Additionally I want all the fields to sync between Property & Listing, when a field is updated in one, it is reflected in the other. How do I achieve this? It's not a straight forward look up relationship is it...
Best Approach for Managing Leads and Contacts across platforms?
Morning All, I am just starting off with Zoho and am trying to work out which is the best way to manage our leads and contacts between Zoho and other platforms.. I use outlook on our desktops linking to Exchange up in the cloud and have been storing all lead/contact/supplier contact details as Contacts in outlook/exchange. On our Android phones we use Outlook for email and sync the phone contact app to the outlook contacts on exchange. So that has all worked fine, but now we want to be able to share
e-mail template
Hello, I spent 3 hours making an e-mail template. When I went to save it, I started to write in a file name and it disappeared. Now I can't find it. I hadn't saved it up until then. I clicked on return and ended up on the saved list of templates. It's seems strange without the progress we've made in IT that I would have lost it. Does it get backed up any more ? It's urgent.
Hover over tabs
Dear Zoho community, I'd like to be able to hover over my tabs (Contact, Deal etc) and see the most recent records in a pop-up which I can then click on. Can you advise how to achieve that? Or any other suggestions about quick access to recent records?
Calls Log
Hi, I think it would be great to have a "Call" list management separated from the "Tasks/Events" management. In some CRMs I saw a Calls Log system where you can register all calls with a date and hour, a duration time, a subject, a description (where you can put the call contents), a reminder and a tool for "snooze" the call reminder. Thank you, Giordano.
Zapier integration and stop repeat leads into Zoho
I have our Facebook Ads and Calendly feeding information into Zoho Leads. I'm having a problem that is continues to duplicate information and over-writing fields. I'm trying to have if a new lead OR a lead re-engages with us basically do 2 different things: If they already exist in our system, I just want to add a note of what they looked at and add a tag, this is working... If they are a new lead add all the new information to the system and add a lead status and tag...this is basically working....expect
Add products to quote
Is it possible to add more search fields in the Add products windows of quotes etc. Currently it pulls only product name and code see screenshot
Gmail to promotion
All the workflow emails goes to promotion tab. I think it's a problem with DKIM but i can't configure it with Zoho CRM
Set an upload field to be mandatory
Hi all, are there any solution to set an upload field to be mandatory. My use case is: In the Account module, Account Status is Open/Active and a upload field. I want that when I change Account Status from Open to Active the upload field should be mandatory. Or, if I upload a file into upload field, status from Open can be autocratically update to Active. Tks, Thuong Nguyen
Touch point scoring in deals
Hello everybody, I'm trying to add some automated scoring into our system. For some reason it works a treat in Leads, and Contacts but I've got nothing for Touch Point scoring in our Deals... Have i missed something simple? Also is there anyway to carry the points over from Leads to Deals? Many thanks in advance... I've been scratching the ol' noggin a while over this one
Making a zoho.crm.updaterecord function work even if a few values in the passed map are of the wrong type.
Basically what I'm asking for is whether there's some mechanism of exception handling. Let's say we have the following key:value mappings: values = {key1: value1, key2:value2, ... ... }; And then we run the function: zoho.crm.updateRecord("Module",ModuleId,values); In case one of the values in the passed parameter ends up causing the script to bug, or not run, is it possible for it to update the records which were not causing any issues? I'm trying to debug one problem that's causing one of my scripts
Zoho Users in Brisbane or Gold Coast
Hi, We are looking at moving from Netsuite to Zoho One. Are there any users of Zoho One in Brisbane or the Gold Coast that wouldn't mind us coming to have a look at how you are using it for your business? -Pros & cons -Issues that you encountered -What platform you are using for an ecommerce website? Thank you. Your help will be greatly appreciated
Send SMS via Zoho CRM
Hi, I want to send SMS to contacts and leads (not necessary via WF); I only need a button to send SMS to leads/contacts. I installed SMSGlobal extension; I did some tests, but all failed. Any experience with this extension? Anyone know the steps in order to send an SMS via ZCRM using this extension? Best regards,
How can I create a Sum of Scores to the DEALS and make it appear into a field of a COMPANY?
I want to assign to each DEAL a Score (even manually) and I would like to visualize the sum of this score (so, the sum of the score of each DEAL of the same Company) in a field of a COMPANY. How can I do it? :) Thanks
[PHP SDK] Can't add url
Hello I am trying to add url using PHP SDK. Field type: URL I do like this $lead->setFieldValue("Field_Name", "https://google.com"); I get exception like this: ["exceptionCode":"zcrmsdk\crm\exception\ZCRMException":private]=> string(12) "INVALID_DATA" ["exceptionDetails":"zcrmsdk\crm\exception\ZCRMException":private]=> array(2) { ["expected_data_type"]=> string(7) "website" ["api_name"]=> string(14) "Field_Name" } Seems like data type is incorrect, but https://google.com is website, isn't it?
Adding Roles & Priveleges
Hello Zoho Support Is there a way to have a role other than CEO as Super Admin? Our corporate CEO would not be interested nor does he have the time to manage the CRM. We need this to be under our COO / CTO. How can we do this? We need to mitigate legal risk by not having employees use the CEO designation as we do financial activities. Thank you! Michele
how to create workflow rule based on notes content
how to create workflow rules based on notes content created and edited
Remove "Zoho CRM - Report Scheduler" from subject
Hi, is it possible to globally disable this text from appearing in the subject line of scheduled report emails?
convert a contact into a lead?
is there a way I can convert a contact into a lead? My leads and potential are different things so I can't just convert it into a potential - it needs to convert in to a lead... How is this done since it is not an option in the "quick actions"?
API: Field Meta Data - no result for "Approvals"
Hi there, I just tried to use the meta data api to retrieve the list of fields from "Approvals". However the response is just nothing. My requests work with ALL other modules, but this fails: https://www.zohoapis.eu/crm/v2/settings/fields?module=Approvals Why? Further I recognized, that the field Meta Data for "Activities" return multiple times a field "Tag" Why?
Links from Excel to Zoho CRM don't work?
I've created an Excel sheet (based on exporting a Zoho report) and one column of the report is intended to be clickable links directly to the Potentials in the report. The links use the Excel HYPERLINK() formula and are of the format: https://crm.zoho.com/crm/org123456789/tab/Potentials/2023177000012345678 Clicking on the link in Excel somehow redirects me to zoho.com/crm. Copying and pasting the link into the browser manually takes me directly to the Potential. This behavior occurs no matter which
How to create a contact funnel report per Marketing campaign showing different lifecycle stages?
I'm trying to build a report that shows me: the number of MQLs/Leads the number of Sales Accepted Leads/SQLs the number of Opportunities the number of Closed Won deals That includes all leads and contacts within a campaign in Zoho. Ideally I would also like to divide this between prospects and customers. Can anyone help at all? Thanks! Hannah
Workflows, create entry
Good day, I have the following problem. We record data via Zoho Forms. This data is transferred to our CRMPlus via a Zoho Forms integration. We have created a new module for the recording of the data. All data from the form are stored there as a new entry. Now my concern: I would like to create new data records using workflow rules and link them together. So far we have managed to create new data records in other modules. What we are not able to do, however, is to link them together. Example: If
Best way to associate membership to Accounts/Contacts
We are a community, where we sell paid memberships. Here are the membership tiers. 1. Individual Membership - Entry level. As a membership - they get access to 1 backstage event. 2. Individual membership - Advanced level. As a membership - they get access to 3 backstage events. 3. Organizational Membership - For 5 employees. As a membership - they get access to 5 backstage events that can be shared in 5 people. 4. Organizational Membership - All employees. As a member, they get access to 10 backstage
Running custom button on multiple records, and working with multiple fields from those records.
We recently made a custom button to apply a function to multiple records. At first we ran into some hiccups making it, because selecting multiple records would pass in all their values as a string, but we figured out how to fix it, by doing the following: name_list = names.toList("III"); After delimiting the names using pipes, we were then able to loop over the names of the list into an array. However, my question is how to deal with it when I'm taking multiple fields from the selected records.
User Access Permission - Do Not Allow Creation of Account from Deals Module
We need a way to prevent a user creating an Account from the Deal module (we renamed this Opportunity in our system). We have sales managers who will create the Deal and it's mandatory that they link an "Account" to the Deal. Currently in Zoho the user can type in the name of the account and if it's there they can select. HOWEVER... if it's not there and they type in a name Zoho will automatically create the account. Zoho says it will create an account and so the sales person thinks this is
How do I Set Margins for Invoices?
Hi, I'm trying to create a customized invoice in Zoho CRM based on the invoice template we currently use, which is a Word document. I'm 90% of the way there, but when I go to print, the invoice fills the page and some of the text falls outside the printable area and is cut off. I've tried using HTML code to set the margins, but whenever I use standard code for this type of formating (i.e. body styles) the html editor just deletes it. How can I specify the margins on my invoices so they don't generate
Parent Account
Can I create a view where I see only the Parent Accounts?
Some 1500 Missing AccountNames after import Contacts 60.000
I imported some 60.000 contacts and tried several times to re-do the import of Accounts/Contacts, with mapping to AccountNAME, which is in the CSV file. After checking the CSV files DOES HAVE ALL THE FIELDS of Account name and Contacts,first/lastname. I use separate CSV files for Accounts and Contacts. I do each time 22.000 import,(because of filesize) first the Accounts and the second import of Contacts. Everything OK after 3 x imports 3x22000. Everytime after all imports there are some 1500 Contacts
Adding a Contact Field to the Contacts summary in Accounts
Is it possible to add a field (i.e. Title) to the Contacts list directly below the business card in the Accounts view? I am not speaking of the Contacts list that appears further down the page, but the one at the top. It currently has only name and email address.
Analysing Stage History with Reports
Hi all, I'd like to be able to produce a report where I can see the time spend (average, median, max and min) for every stage in potentials. Right now, I have the problem of only being able to produce a report that gives me the time spent on the present stage of the potential. The goal is to be able to measure the efficiency of the sales team on which stages they spent most of their time (or less). I want to identify which stages are the bottles necks and which aren't. I know I can see the time spend
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