Apertura de informacion en una nueva pestaña
Si me pueden ayudar. Al momento de navegar en zoho crm sucede que si veo el panel de detalles de actividades en la parte izquierda veo la información de mi contacto o leads y al momento de darle clic ahi me abre otra pestaña y no deseo que suceda eso. Puede alguien ayudarme con la configuración para evitar este tema . Gracias por su ayuda
Creating a sales order aging report
Hi, I'm hoping somebody can help me out here. I would like to create a report that shows me accounts that have not ordered in 90+ days. I am paying for the zoho reports add on but the sales order module is not supported. Can someone help me out here? Thank you!!
Incoming Leads graph by month in 2019
Hi, How can I generate a graphical report that shows the number of incoming leads per month in 2019? Our leads come directly from my website contact us form. Thanks
Can´t create validation rule for blueprint if it is a number
Hello, i´m trying to create a blueprint, when i want to set up a transition and add a new field in "during phase", Crm don´t let me set up rule as field validation criteria. I can choose any number field choose criteria and message but whan i click on Done nothing happens. When i try to check field validation criteria for text or check everything works perfectly. Thanks for your help
Reset Badges and Trophies to (0) Zero
Is it possible to reset the Badges and Trophies count to (Zero)? I'm trying to set up a game that will run for 6 months and award team for 6 months efforts. Then I'd like to restart the same game for another 6 months and start everyone over again at (Zero) count for Badges & Trophies. thanks Mark Smith
Info icon in product details (Module Quotes) showing incorrect information
Hi everyone, I need your help with this issue. The Info icon in product details (Module Quotes) is not showing the information of the product's business card. It´s showing the information of a Product layout, that I even deleted.
how do I use zoho? I thought it was a crm?
how do I use zoho? I thought it was a crm? I log on and nothing is there: no indication of how to use the product.
How to properly manage prospects.
We are planning to use Zoho CRM primarily for managing prospects. I am new to this and would like your input on how you would suggest to properly record information to manage those prospects. Below are the main steps we need help with. Scheduling a face to face meeting with a contact already in the contact list. Recording the meeting outcome Scheduling alerts for follow ups. Scheduling contact calls. Thanks in advance for the inputs.
Applying a function/workflow that triggers on Create/Edit to older records!
So at work, we've recently put into place a new system where various functions/workflows are used to dictate a number of statuses regarding our client. Right now, this is all working fine for any newly created Client records in the 'Clients' module. The problem is that retrofitting this into older records is proving difficult. What I tried is making a dummy checkbox called 'Mass Update', and applying a mass update on that to trigger the workflow on all the older records, but it says that workflow
Move Lead to Contact
Is there any way to MOVE a Lead to a contact? After the sale we don't want them in the Lead section. They then become a Contact. I'm just learning how to use it, but so far, I really do like the CRM! Thanks. George Gseago
Sorting list of dates fetched from module by latest to oldest.
So some quick background - We have a module called 'Client Meetings' where there is a custom DateTime field where the sales rep inputs the date that client was met. We have a function takes in a Client's ID, then fetches all records in the 'Client Meetings' module tied to that client. What I do is then the following: response = zoho.crm.getRelatedRecords("Client_Meetings","Clients",ClientId); list_of_meeting_dates = { } for each meeting in response { list_of_meeting_dates.add(meeting.getJson("DateTime_of_Meeting"));
How to add Gravity form data fetching to zoho crm
Need to update the zoho crm once my client fills the forms details from the website. I am using gravity form in my website and using wordpress don't want to use third party plugin. is there any way to achieve this.
UPS Label from Contacts
Is it possible to integrate a World Wide Express (UPS) with Zoho contacts? I send out 100s of promotional boxes to my contacts.. Alex
Add Dimensional Weight or volume field calculator
Hello, I'd like to know the total volume (in cubic meters) to the products in my sales invoice. How can I do that? It must calculte the sum of all products times its unique volumes. Thanks in advance.
Notes Acknowledgement
It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note.
Why do Zoho webforms still use tables like its 1995?
I find this extremely frustrating. Every time I need a new webform (or update an existing one) I have to recode the form's embed code to strip out all the <table> <td> <tr> code and manually retype these into <div>s to make the form responsive on mobile devices. 1. Why is Zoho still using tables in 2020? 2. What is being done to update this webform code to be natively responsive on all devices and when will this be available?
Associate alias to ZOHO account
Is it possible to associate an alias with a zoho account? To accept the invitation must I click on the link that arrives in my email with the associated alias?
Visit Date&time mapping Visit Date
hi all, I want to mapping Visit Date&time with Visit Date in Lead Module. I mean, In lead module, I have Visit Date&Time and Visit Date (I have just added). I need Just Visit Date not needing to Time.How can I transfer to Visit Date&Time's Visit Date to Visit Date. If I need any code could you share with me.
CRM invoice error - freeze when calculating tax
Hello Guys, First of all, you rock! Thank you for the good work. I have this problem when calculating tax in my invoice. I see the loading bar, but actually the session has been frozen and no tax has been calculated. I am working for about a year with CRM now and this has not happend before. The only thing with this invoice is that it contains more then 20 products, other invoices with less than 20 products don't show this problem. This is quite concerning for me as I cannot send this invoice. Is
Duplicates in Custom Reporting
I have built a customized report to view one of our users Events/Check in Status to ensure he is completing his weekly call cycle. The modules I have used are: Event, Account and Notes. The fields I have chosen on the report are: Related To, Title, From, To, Note Content, Checked In Status, Checked In Time. The problem I am having though is that the records appearing are duplicated
Exceeding 500 emails in mass email using Professional edition
I sent a list of "leads" a mass email that was about 3200 email addresses long, which exceeded the 500 recipients that the "Professional Edition" limits me to for single mass emails per day. Will 500 more emails per day be automatically sent in the following days...and repeated(each day) until all 3200 emails in the original single mass email request are sent? Regards, Jeremy
Mailchimp new subscriber when a new Zoho lead is created through Zapier
Does anyone know if the Zaps are working fine (and updated) between the Zoho CRM (premium application in zapier) and Mailchimp? Is that something that the developers can do or Zapier is responsible to update the connections to the new API v2?
Why Should I Use the Leads Module? Looking to Simplify.
Posted previously, but starting a new topic. What is the advantage of having a lead? Why not just enter all as Contacts? I have been toying with the idea of entering everyone in the Contacts Module, and using a "Contact Type" field to change the record from "Lead" to "Contact". You can set up and save a View in the Contact Module so that you only see Leads, Contacts, or other types of contacts that you have. This would also let you convert someone back to Lead, just by changing the selection in
ENTERPRISE DOWN
The Zoho crm web page is not working. It seems to be a javascript problem as we could see in the console. The case is that we can't make any change in the leads nor call to our customers
Wordpress & Zoho CRM
Hello, I am looking for a simple and effective way to capture contact information from leads generated on my Wordpress website. I want to be able to make the form look how I want it, the form builder in Zoho CRM is a bit too simple, so I am looking for other options. What options do I have for creating Web Forms, having them on my Wordpress site, and pushing that information inputted to Zoho CRM? Is there a major Wordpress Plugin that people use? Does Wordpress simply require a link or a line of
Forms recommendation please - Zoho CRM Webform vs Zoho Form vs Contact Form 7 vs Unbounce
We're just getting up and running with Zoho CRM. Our initial aim is to setup and start monitoring our lead generation, in particualr PPC adwords from conversion through to paid work so we can monitor our ROI on individual keywords. After this we can slowly add on other CRM aspects into our business. - Our current website 'Wordpress' forms are created using the free Contact Form 7 plugin (They look good and work well). Though won't natively talk to Zoho. The Zoho CRM web forms - Dont look great and
Is "web to lead" forms and "opt out" compatible with Wordpress website platform?
I am moving my website to a wordpress platform. I want to be able to use the above features but I first want to make sure Zoho CRM and wordpress are compatible here. When I did some digging in the archives here it seems that back in 2007, worpress did NOT support <iframe> so web to lead forms did not work. Does it work now? Thanks much
Updates in Email and Inventory templates: Cloning across modules, setting default font, and more
Hello everyone, We have introduced the following enhancements in email templates: Cloning templates across modules Email templates can now be cloned across modules. For example, a template present in the Leads module can be cloned to the Contacts module. The unsupported merge fields in a template will be marked in red. You can select and replace them with a suitable field or remove them from your template. Set default font You can specify a font of your choice as default for all the email templates.
Mark Quote Stage As Sent After Emailing Quote
Hi, Getting consultants to keep the quote stage / potential stage updated is quite a challenge. I would like to automate marking the stage from "Draft" to "Sent" after a quote has been emailed through the CRM. Has anyone come up with a solution on this? In my opinion, these are absolute key features that should exist: 1. Macros should also be available in the quote module. The macro could then handle the emailing of quote and marking the stage as "Sent". 2. Macros should include the ability to attach
Using Zoho CRM's Python SDK to fetch all records on a module, including lookup fields and related fields.
Hi everyone. So I've been having a tonne of fun using Zoho's APIs to fetch and update records to make any necessary changes to records, saving me a lot of manual effort. However, some limitations I seem to notice with the Python sdk's "get_records" function is that: - A field value only appears if it's actually populated, - Related fields to that module do not show up. - Lookup fields do not show up. I'm wondering if there's any way to force all of the above to show. Basically, I want to input
Checklists
I really need to be able to create a checklist under a deal. This checklist needs to be unique to each deal, so from my understanding creating one in Blueprint doesn't help. We handmake all of the products we sell and I would like to be able to create a quick checklist of what products are in the deal, so that we can check them off when they are completed. The product related list is close, but doesn't allow us to track when the product has been made. We do not have the enterprise addition, so
BUG: Custom Function failing with basic getRecordById function
Anyone else out there getting an internal error when they run a getDetailsById? Found issue this morning and it's crippling us. Code: details = zoho.crm.getRecordById("Products",id); info details;
Mass email function not working
Hello We have ZOHO Professional and plan on using this CRM to organise large volumes of students, we need to be able to send mass communications to groups of different students based on their qualification and company etc. From the Deals tab (we have customised this to contain students instead of deals) we have tried to send mass emails based on specific company criteria but every time it doesnt work- I get the below message sent to my email. Could someone please help? We set up the criteria, attach
Zoho for Mortgage Consultants
Hi there, I found a link on line suggesting that Zoho could be used for Mortgage Consultants. Does anyone know if there is a specific template for this? Many thanks, Carolyn
Conditional Default Fields
Hi there, I'd like to define default values for a number of fields (let's say 10) based on 2 other fields (Opportunity Type and a custom field). There are 4 different values in our custom field that drive the change in default values of the other 10 - but because every opportunity is different, I need to be able to change the field. Example. If Type = "Standard" then Fields 1-5 are "Yes" but I need to be able to change Field 3 to "No" and Field 4 to "Yes - Red".
Contacts permission set up for different users
Hi Everybody, I would like to set up like standard users to be able to enter their contacts or other information, which will not be shared with other users of different team since we have users from different team on CRM. I wouldn't want the contact lists of our team to be seen by different users of other team. Thanks
Multi-Currency is here!
Hello! Are you using the Enterprise Edition in Zoho CRM? Yes? Then you have a new reason to rejoice and make the most of your CRM account by activating the latest new feature in Zoho CRM - The Multi-Currency functionality. Many of you have been looking forward to this feature. It has been quite some time since the whole multi-currency story started. We had a lot of iterations, testing and finally the wait is over now! You can activate the multi-currency functionality and use the CRM account to manage
Forward Emails for Gmail API users
Hello, We recently switched to using Gmail and the API connection with ZOHO. This is working great but one thing I have noticed is that I am no longer able to forward and email when selecting an email under the record in ZOHO CRM. Thank you for considering this for future updates.
Auto-completing task when an entry is made into a Custom Module.
So right now this is what happens: When a Sales Rep enters the info of a client into the "Clients" module, a blueprint is run that automatically assigns that sales rep a task to visit that client. Our sales reps log their meetings in a module called "Client Meetings". What we want to do is make it so that once a Sales Rep logs a meeting into the "Client Meetings" module, the task assigned from the blueprint (that relates to that client) is automatically completed too. This is to keep the list of
Email IMAP integration
When using Zoho CRM to send send emails to contacts etc. is it possible to have the sent emails integrated into Outlook via IMAP or some other solution. I need to have the emails sent with Zoho in my sent items of my email server as well (similar to how hubspot does it).
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