Need help in setting up my CRM structure
Hi everyone, I have a woocommerce based store. I have taken Zoho One subscription and am planning on integrating website with Zoho completely. Currently I have made 3 modules: Orders, Contacts(Unique) and Products(Unique). These 3 modules are interlinked with multi-select lookup. This is so that i can track exactly how many orders a person has placed and what products does each order contains. But the problem here is that multi select lookup fields are not downloadable. I want to be able to download
Understanding Field Update and "Repeat this workflow whenever a lead is edited"
I have a workflow triggered on Field update 1. Does Field update only trigger when a field changes? For example: if the field value is "dave" and is updated to "paul" it will trigger if the field value is "dave" and is updated to "dave" it will not trigger At present, the action only fires once. 2. Am I also correct that if I tick "Repeat this workflow whenever a lead is edited", it will only trigger on this record, on this field?
Email Alias
Hi, when I send emails to prospects through zoho crm (templates), it only shows my first name (sent field) in the Alias. How do I change to my full name?
Looking for advice using Zoho Forms to update CRM and mailmerge to Zoho Sign.
Ultimately I'm simply looking to have a customer fill out a form, this will update the CRM record and trigger a mailmerge template to send a contract through Zoho Sign. I want this process to be as automated as possible (currentlly I can automate the form to CRM update but the mailmerge to Sign is giving me issues). I've been getting better writing custom functions so I figured I'd give that a try but I cannot find any documentation on using mail merge in a CRM workflow or mail merge with a CRM with
Automated email sequences in CRM
Hi, Would it be possible to set up some email sequences in CRM? e.g. there would be 3 different sequences: 1. Invite to our event (email sequence 3 days, 7 days, 10, days) 2. Book a demo of our software (email sequence 3 days, 7 days, 10, days) 3. Case studies sequence (email sequence 3 days, 7 days, 10, days) Is it possible for a sales person to add a Lead to a sequence and let it run in CRM? Thanks, Matt
Export Lead Data (Thai Language) to CSV Problem
Hello, I have entered Leads into Zoho CRM in Thai language. When I export them to a CSV file the Thai language becomes random symbols. Does anyone know how I can fix this? Please see attached examples. Thank you, Doug
Telephony Channel Not Visible
I want to add RingCentral to my account, but when I to go Setup > Channels, the 'Telephony' menu item isn't visible. There's just nothing there. How can I set this up?
Default Fields Not Working
Hello all, I have set up an email parser that creates leads for us based on emails that get forwarded from our website. For some reason, a default field that I have set up on the Lead template does not work for new leads created by the parser. Is this a glitch? I know I can build workflow/action tools to work around this but I would rather that the default field just works as it is supposed to. Thanks,
Group by Month in Reports
Would like a way to group by in reports. In saleforce.com on the sorting tab, you can also aggregate as well. So for example, if I want to see my pipeline by month, I can group by or rollup to a month level. Is this possible? It's kind of an important
Custom Services In CRM Expire after an Hour
Hello, I noticed another major deficiency in CRMs Custom Services and Connections feature: after successfully Establishing a custom service, only an hour later the user needs to reconnect. I have a custom connection for Zoho Projects and works fine, but for a custom service that I created for Google Drive, I run into the problem. This is a big problem: I use Zoho Flow to remotely execute CRM custom functions, and if the custom services which I am establishing aren't reliable, then I cannot implement
Formula field to strip down website
I am migrating from Salesforce, I tried to translate this Salesforce formula field to strip away everything around the domain for the website field into one I could use for Zoho: Salesforce Version: IF(BEGINS(Website, "www."), MID(Website, FIND('www.', Website, 1)+4, (LEN(Website) - FIND('www.', Website, 1)+4)), if(find("/", if(find("www.",Website)>0, IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//www.",Website)+5),NULL),Website), IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//",Website)+1),NULL),Website)))>0,left(
Address field for Leads
We work in the construction industry, but I assume this would also be helpful for people in real estate as well. We would like to be able to map specific addresses associated to deals in the browser but more importantly in the mobile app. For example, a builder would be our account that has their own physical address. But that same builder (account in zoho) could have multiple projects (deals in the Zoho world) each with their own address. I hope you can see how being able to map deals in the mobile
Need help creating merged document
Some background. We use the Cases module for all of our service calls. When a technician is on site, they complete the work - enter in the parts they used in a subform and change the case status to "in review". This needs to automatically generate an email to the customer showing the work performed. This is not an invoice, but rather an initial list of the work done. Here are the issues I'm running into: 1.) I cannot include the subform into an "email" template. 2.) I could merge the subform into
email templates - gray area in email body
when sending an email with a template. Their is grey area or unused area to the left and on the top of the email template in the email body. Is this able to be removed?
email/crm sync
Hi We are using the free additions for Zoho Mail and Zoho CRM. We want to link the 2 systems together, so emails sent from the CRM show in email and vice versa. Can you let me know where the resources are to walk me through how to do this. Thanks David
Office 365 and Zoho CRM integration issues
Hi all, I'm having an issue regarding consistent syncing between Zoho CRM and Office 365. Currently I can send and receive emails from the CRM in the leads section and they sync back to Zoho CRM, generally I don't know why there's sometimes inconsistencies. I've done the IMAP integration through the channels section of the CRM section for my outlook email. The issue I'm running into is that if I send an email from my Outlook account it doesn't sync back to Zoho CRM at all. I'm wondering what
Product Template does not show invoices
I created products in the product templates. I'm trying to use the invoice module to record sales to my existing clients. I can add products to the invoices but those invoices show up in the accounts module but for some reason they dont show up in the product module which means i cannot generate reports and statistics on sales per products. Alternatively i could use deals to track sales but the deals module doesn't allow me to add products. Any suggestions? Basically I just want to be able to track
Can I update data on the Zoho CRM from an modified backup file (Import from Excel)?
Hello! Another new user here. There are some operations on data that I'm comfortable performing in excel. What I've done so far is download the latest backup, made a copy and performed the operations I needed to. I've done this without changing the format of the data. What I would like to do is find a way to update the data online without deleting and creating all the records. I would prefer not to lose the information on when the data was created but rather just have my update be noted as a modification.
Color for Tag(s)
Hi, I am trying to set the color for Tag(s), but not manage to find. Is there available for this option? Thanks.
Zoho Creator form is not showing on mobile Zoho CRM
Hello, I created a form in Zoho Creator and imported into Zoho CRM. I cannot see it in the mobile version of CRM but I can see it on my desktop. Could someone please let me know what I need to do to be able to see it in the mobile crm? Thanks in advance for any help.
Latest Thinking Field - updated date
Hi, Is there a way I can add a date field that tracks the latest thinking update for an opportunity? Thanks. Rod
Python SDK ZohoCrm error at .in domain but not on .com domain (different accounts)
I am logged in at zoho.in not on zoho.com When I did import json import zcrmsdk from zcrmsdk import ZCRMModule, ZCRMException, ZohoOAuth, ZCRMRecord config_dict = { 'sandbox': 'False', 'applicationLogFilePath': './log', 'client_id': '<my_client_id>', 'client_secret': '<my_client_secret>', 'redirect_uri': "http://localhost:8000/a", 'accounts_uri': 'https://accounts.zoho.in', 'token_persistence_path': '.', 'currentUserEmail': '<some_email>' } client = zcrmsdk.ZCRMRestClient
Allow a field to be set in a custom module as the Record Name field
It would be nice if you could set a field in a custom module as the record ID name field, so we don't have long lists of record ID's. This would then mean when displaying the list of records in the related section on the mobile app we would have the record name instead of ID. This would also mean when opening the record in a browser it wouldn't just say the ID number at the top, it would instead show a value from the ID Name field.
I want to create document from template automatically when lead fields updated
Have any idea about creating documents automatically by using work flow rules, when lead fields updated then i want to create a document by using template and save in a particular folder???
Apple mail client not working with Zoho?
I have been following all the instructions and have tried both POP and IMAP, but it keeps on saying "unable to verify username or password". It won't work on my macbook or iphone. Am I missing a setting somewhere? On my browser it works perfectly, but since I have multiple e-mail accounts I would like to be able to be logged into all accounts simultaneously and be able to switch between them easily. Thanks!
User can not bulk Create Task when selecting Contacts
We use the ability to filter and select contacts, then create a task for all of the checked contacts. I have one user that does not see the Create Task button. We tested setting them to an Administrator temporarily. He still does not see the button. What is controlling this button being accessible?? He can manually create tasks after opening a contact, but not when one or more is checked off. This is a fairly urgent need, we just rolled CRM out to this user and they can not perform this much needed
Related List Emails
Does related list emails show up the same way for everyone where you have to select from different options to view certain related emails? Screenshot below; I'd rather just have one set of related emails displayed or at least have "All" as the initial selection for viewing.
How to disable quote for edit when not on "Draft" stage?
Hi there! We are working on a CRM implementation here, and one important requirement is that Quotes should only be editable when they are on "Draft" stage? Using the Layout Rules feature allows only to hide fields completely but, what we need here is just to disable them, or somehow let the user to see the records but not to edit them. How can this be achieved? Thanks for your attention.
From and Reply To in Email Template
Hi there, I need help on the Email template. I want to change the From and Reply To in the email template that created. Thanks
Click to dial and Phonebridge issue
We are trialling Aircall One thing we have noticed is that when calling UK mobiles (not landlines) the phonebridge pop does not work when we click to dial from the record. Does anyone have any idea what could be preventing phonebridge activating? Thanks
Bulk Insert Request for Items in Inventory Management
HI - What is the sample request to send multi-line item records per request?
Try to add an image to a product with php-sdk v2
Hi, I used the example from "https://www.zoho.com/crm/developer/docs/php-sdk/record-samples.html?src=upload_photo" I changed the example for my needs: public function uploadPhoto($module_api_name, $record_id, $url) { $record = ZCRMRestClient::getInstance()->getRecordInstance($module_api_name, $record_id); // To get record instance $responseIns = $record->uploadPhoto($url); // $photoPath - absolute path of the photo to be uploaded. echo "\nHTTP Status Code:" . $responseIns->getHttpStatusCode();
Open Zoho CRM Customer portals CSS to be cuztomized
We tried to use the Customer portal but after seeing that our customers UI will be as our Zoho CRM UI we decided to look for a Wordpress approach pulling and pushing data to Zoho CRM with the PHP SDK. Have you seen Zoho products like SalesIQ where you open the CSS to us and we can match the Chat UI to our website? I mean, CRMs UIs in general are good for companies and their employees who are trained, but offering the same UI to our end customers? I think it's a failure because we would need to train
Custom Module Bug
When you create a custom module there is no system field displayed for "Modified Time", "Created Time and "Last Activity Time", they just get placed anywhere on one of your sections, so when you view the module in the mobile app, they are often in the middle of your data fields. The current workaround I have for this is to create a new section and move your own fields up on to it until nothing remains on the section and then the above fields then stay on that section by themselves, I then place
How to get 0 if my result is a negative number in one formula.
Hi, im new to formulas and zoho, i made one but i dont know how to implement one "if", tried several times and i got sintax errors. This is the formula ${Capittala.No. Visitas cierre}-(${Capittala.VC1}+${Capittala.VC2}+${Capittala.VC3}+${Capittala.VC4}) It works, i get results but i can get negative numbers and my client doesn't want thatZoho gave me this if: If(${Loans.Decimal 2}>0,${Loans.Decimal 2},0) And i dont know how or where i can put it, tried on the formula itself but it gave me error.
Can we get a thermometer chart?
I would like to have a thermometer chart to track our progress toward sales goal. And I want the top to explode off when we surpass the goal!
Layout Rule based on Formula Field?
Is it possible to trigger a layout rule (show section) based on the output of a formula field? I’m using a formula to concatenate a string of text, and want to trigger a layout rule if that field’s output contains certain words. When I try to set up the layout rule conditions, the formula field is not available as a primary trigger just like if it was a multi-select picklist. Is this not possible and simply isn’t noted in the documentation?
click to call from canvas view
Hello Zoho!!! The title says it all, the ability to click to call from canvas view so I can seamlessly communicate to leads with the information needed right in front of me without having to go to a separate page or entering that leads actual location. Also Being able to select/ change the leads status in that same field would also be invaluable t the way i run my business. Is this possible? I have attached photo of what my Zoho CRM Canvas View looks like for you to review. -See Attached Thanks
Zoho CRM and Office365 - Event Synchronisation
Hello everybody, I'm trying to sync all events of Office 365 and Zoho CRM. The installation worked well, but once I activate the synchronisation, meeting invitations will be send to the customer once again. Can anyone tell me why this is so and which events will be synced in the new Zoho CRM Calender in Office365? Of how to stop sending the invitation once again? Thanks in advance! Best regards, Josef
Contact Summary in Accounts module - change displayed information?
Hello, Is it possible to change the information shown in the contact summary section of an account? Right now there's only Name, Phone Number and Email. I would like, preferably, to also add 1 custom field. This is the section I'm talking about. Thank you!
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