Workflow trigger upon creation needs manual refresh.
It is really bothersome that whenever i create a workflow and its criteria is upon creation i always have to manually refresh the page to display the changes, Is there a way automatically refresh page or make the changes from workflow real time once triggered? It would truly be such a great help if this can be done. Hoping for a positive feed back asap.
How to get product list in New Lead page
Hi, is there any way, configuration or customization, to get the Add Product module in the "New Lead" section? Normally when a lead is already created and saved, and when I go to edit it, I can see the Products and add them, add discount, tax and see the grand total. But there should be a way to get that while creating the new lead as well. How else will my sales person pitch if they can't see the products at the same time. Please help, this is very critical.
Get territories with C Sharp SDK
Hello, how do I programmatically get territories using the C# SDK?
I can not upload files on attach potential part!!
Hi Every one I traveled to Iran and I want to work with my Zoho CRM, But I can not upload files on attach potential part!! I get pictures from my WhatsApp, I download them but I can not upload them on Zoho. Let me know how can I solve this problem? wishes Koorosh
NO_CRM_ACCOUNT - User doesn't have account in Zoho CRM
Hello, I'm doing an integration with Zoho CRM API v2. I made all the structure with all the properties files, I generated the tokens, and I get an error when I execute this code: ZCRMRestClient.initialize(); System.out.println("======== set Mobile Number ========"); ZCRMRecord record = ZCRMRecord.getInstance("Leads", 3555413000000746001l); record.setFieldValue("Mobile", "9894049545"); record.update(); System.out.println("======== Get Mobile Number ========"); record.getFieldValue("Mobile");
How to aggregate payment records (Amount) and then update an Outstanding Balance value in another form
As the title suggests, I am struggling to both aggregate a form (Form A) that collects payments made against specific invoices (the matching value between the two forms or reference field is the PO#) and then updating a field on Form B that reflects the outstanding balance (or Total minus Sum of Form A payments). Any assistance would be GREATLY appreciated. Thank you. In theory, the outcome should be as follows. Form A captures payments made against invoices. Form B is updated when Form A has an
How to set up shared email box?
Hello, I have an email box called negocios@dtps.solutions. I configured it in channels> email, however, I do not receive email in CRM, I can only send it. Help me pls! Walter Santos
Email to Leads?
Hello, I'm new to Zoho, and i "sent" out two days ago via the platform emails to 4 leads, however they are not showing up in the "history". I actually thought it was very difficult to even confirm if the emails went through, so at this point I am not sure they went anywhere. With the items not loading across all areas, how do i confirm if the messages actually were distributed?
How agents can assign their own tasks,
We have Leads and we create Automated Tasks from Blueprint which gets auto assigned for the Lead owner, but we need our different people to assign these tasks to themselves, rather then to the record owner. Ideally what we expect is, 1. Agents from our team, can automatically pick and assign some tasks to thier pool, rather it being assigned to the Lead owner. 2. Agents should also be flexible to assign this tasks to their peer if needed.
Prospects to Contacts
Hello, How can I transfer all my "prospects" from "contacts" on Zoho CRM please ? Thank you
¿Cómo puedo hacer para que un usuario del CRM sólo pueda ver los leads, contactos y/o clientes que le fueron asignados?
Quiero que mi equipo de ventas no pueda acceder a todos los prospectos o clientes, ¿Cómo puedo hacer para que un usuario del CRM sólo pueda ver, crear y editar los leads, contactos y/o clientes que le fueron asignados? En la configuración puedo dar permisos para crear, editar, ver y eliminar pero no he encontrado la manera de lograr eso. Ejemplo: Situación actual: Usuario 1 puede ver editar crear y eliminar leads de los demás usuarios (Usuario 2, Usuario 3, ... ), al igual que los demás usuarios.
Select which Related Lists to display
I want to manually select Related Lists, depending upon the account. For example, in the John Doe account, I might want it to display a module that I do not need in most other accounts. Seems like this should be a much-needed / sought after feature.
Can't find a "lookup relationship" needed to delete a module I want to change
I built a custom module called AIT Staff, and created a lookup field in the Accounts module that referred to a field in the custom created one. I decided to change the approach I was going to use and deleted the lookup field from the Accounts module, and tried to delete the custom module I had created, but can't because it says: 'AIT Staff' cannot be deleted as it is not an independent module. The following lookup relationship with 'AIT Staff' must first be deleted before deleting the module.
Skip Weekend - Define Business Days
Hi there, I see that this has been released on Zoho Projects (https://www.zoho.com/projects/help/company-profile.html#businesshours-settings) - "Once configured, the weekends will get skipped if the tasks falls on non-working days." What don't we have the same on CRM so that automated Tasks due on weekends are shifted to the Monday? What about giving user the ability to select 'Business Days' on top of 'Days', 'Hours' & 'Minutes' when triggering a Workflow Rule on a 'Date/DateTime'?
Activity log shows incorrect user nmae
We recently just start using Zoho CRM, All our users reports the issue that any activity log of each is shown as Rafal but it was not his action. Timeline does, however, show a correct user name. Can anyone advise what we missed, please? Best regards, Utis Ps. I adjust the question to remove attached pictures as I already received reply from Zoho Support team.
We can't see Opportunities from a certain user
We have a user who has created opportunities but the rest of us can't see them. The user has the same role as the rest of us but is a standard user. We checked our filters as well.
Filter with criteria from different modules
Hi! I would like to filter contacts based on their organization's information (link in a different table). It seems like Zoho CRM enables only filter based on the data points in the same module. Do you have any idea/suggestion to deal with it? Thank you very much. Romain
ZoHo CRM for Healthcare Professionals Referrals
We are a growing Physical Therapy practice that rely heavily on referrals from orthopedic doctors, hospitals, lawyers, surgery centers and managed care contractors (marketing agents). CRM can easily track these referral sources BUT how do we effectively record/track/analyze the actual patients that they send to us. A simple example is referral source A sends us Patient John Doe. We need to record that patient name, type of patient, treatment date range, total expected revenue for that patient and
How to validate 2 fields?
Hi There I am just about starting to use Zoho CRM. I have added 2 number fields where I have to let the user enter their percentages. How can I validate the fields such that the sum of both fields cannot exceed 100? I thought about using formula field to add these two fields before hand. However the formula field is not available in validation rule? Thanks Manny
HELP! We need "Locate Map" button for Product Tab!
I need the "Locate Map" button for the "Products Tab" I think the "Locate Map" feature is great for the Accounts and Contacts Tab...but we are in the real estate business and need that feature for the "Products" tab (which we use for properties). I have done just about everything I can to try and add this feature into our ZCRM database. We used to use Salesforce and Salesforce allowed use to put both a "Google Maps" AND "MS Live Maps" link on the page. However, in looking under the hood it appears
crm, email and company email
Hi just cannot get my head around this. We have a main email address mine infact and we would like all staff to access to it and be able to respond to customer on that address as well as there own. This is all within CRM. I understand permissions and have set the organisation email but i suspect that i have miss understood its use. Any help would be great.
ZOHO CRM for Tour and Travel space
Hi Just wanted to know if anyone is using CRM for the tour and travel industry. We have been doing so for the past 2 years, works well with some niggling issues. Will be good to connect with others in the same space
Sales Signals
I have noticed that I am given updates on when my leads open an email, an email is delivered, etc... However, this does not always happen? Does anyone know why I am given updates only sometimes? Does it only give updates if I send the email directly through Zoho, or can it be integrated so if send directly through Outlook, I still get an update?
Syntax
I would like to build a field that will add 90 days to the date input. How can I code that? Thanks
Product Details like SalesOrders in custom module
It's possible add product details like SalesOrders in custom module?
Creating Templates - adding more than one page
Hi Im just creating a template to which our tender module will feed into when converting to PDF and i need to add multiple pages on the template, is there a way of doing this? At the moment its limiting me to one page! Very frustrating... someone help please! Thanks
Auto Number not showing
I have added an Auto Generated Number field in the Deal layout. This is in a section which is displayed conditionally, only when the Stage is "Deal Won". Problem I am facing is that whenever I am creating a fresh deal or a new deal from Contacts, the order id is getting generated successfully, but whenever I am doing it on a deal already created, and trying to edit it and changing the stage and then saving order ID field is blank and shows n/a. Any idea why wouldn't it generate for existing deals?
Unable to Sync Contacts/Calender/Taks with outlook 365
Hi, I'm trying zoho CRM plug-in for Outlook 365 so that we can decide on the implementation soon. Unfortunately I'm unable to find a setting on how to Sync the contacts, tasks and calendar. Your online help topics are too old.... the current outlook 365 does not have options to sync in given path as zoho CRM> settings> setup> marketplace> microsoft> We are on Office 365 professional licence and Use Mac OS. The outlook plug in also does not show "conversations" email list as seen in other videos!.
Rotting Period with Stage change?
Hello folks, After using the CRM for a few months we have found alerts to be insufficient for complete pipeline management and thus have added a Deal stage called "Needs Attention" to surface rotting deals. However, I am not having much luck setting up a rotting period workflow where Deals that remain in a particular stage for more than 3 days are moved to the Needs Attention stage. Any suggestions for how to solve this with a combination of workflows, blueprints, or functions? Thanks to the community,
Custom Modules
Hello I have added few custom modules (Prospect, Proposal etc). The URL for these modules show CustomModule1, CustomModule2.....Is that normal or do I need to change any property in settings? Thanks Manny
Default Values
Hello How can I set default values when create/edit form loads? I need to do this for Singleline and number fields. Thanks Manny
Workflows & Lookup fields
Is it possible to have a workflow that changes a lookup field on an account form to assign the Contact just created/edited for an account that has the role of manager as the value for the lookup field rather than the user having to select a contact from the account record? Mind you I have just realised that wouldn't probably work as you might have multiple contacts created that had manager set as the role. Stumped now.
Account note report - duplicate data
We enter notes to the accounts and we prepared an automatic report that sends the notes that are entered today. But, some notes are listed 2-3-4 times duplicately. The query is very simple, we just take the notes and order by note creation time but in report the same note is shown several times like the screenshot below.
How can I update a field in my CRM from a survey?
Hi, I have leads that are created in my CRM. I would like to automate a email or a survey to the lead to ask them if they would like a demo. In the best case scenario, the lead would have 3 choices. A) I would like a demo B) I'm not ready now, please contact me later C) Not interested, please do not contact me When the lead would choose one of these options, the response would update a field in my CRM. Then I would be able to add an automated process upon the choice the lead would make. Is this
Python SDK: how to properly manage access token?
Hi, I've a python script that updates quite some records in my CRM. The script takes time to complete so it happens that the access token expires in the middle of the script and this might cause an error (sometimes the refresh happens automatically, managed by the SDK, usually for reading, but sometimes not, especially when writing) so the script terminates (gracefully, every operation is in a try block). The question is: how to properly handle the access token to avoid such error? Actually the SDK
How to create a workflow to remind reps to check in X days after the last checkin?
How do I create a workflow that will trigger the creation of a task X number of days after the last check-in? What do I set for the task and what trigger do I use in the workflow? Checked in status = Not empty? with scheduled action for X days? But then I suppose the problem becomes if they do check-in at some point before the task is created there will still be tasks created to remind them from the first check-in! Any way around this?
Change Contacts Preview on Accounts page
Is it possible to alter the fields on the Contacts related preview on viewing an Account? It would be handy to have the Contacts role displayed there, so you can quickly click on the contact that is "Manager" for example etc... without having to scroll down the page to find which one that is. The same needs to be altered on the mobile app. See pic below of the web version:
Auto-Fill fields from one module to another
I'd like to auto-populate a multi-select list field I call "Region" in my Deals as well as in my Contacts from the Account Name in those modules based on what's already in the Region field in the Accounts module. How do I do that? I'd like to do it for all existing records but also, if when a deal is created or contact is created. I'd also like to auto-fill my a picklist field I have in Contacts called "Contact Type" with what's in the "Account Type" field in Accounts.
Zoho Calendars sync to Android Devices
I could sync only one zoho calendar to an android device (Honor 8X) original calendar apps but not other calendars. Is there anyway to sync also other calendars into the calendar apps on android device like the possiblity of sync into apple calendar apps.
Refresh Token Generation through AWS Lambda?
We have a client that uses Zoho for both CRM and Invoice. We are having issues generating a refresh token and haven't been able to find much help in documentation. The function to request the tokens are in a function in AWS Lambda which another developer created who somehow generated a refresh token and is being stored in environment variables. He has since left the company but we pinged him and he doesn't remember how he actually created the refresh token. Any clues? Unfortunately the client is
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