When will Zoho CRM 'Attachments' offer a link to Zoho Team Drive?
Currently Zoho CRM Attachments only offers a link option to Zoho Docs, when will this be updated please?
Hello from Lancaster, PA
Hello all. I just joined the community. I am sure that there is a wealth of knowledge in here, and am looking forward to learning as much as possible to apply it to my business. Many thanks! Rich https://richardwaine.com
Configuración Estado (State) y Ciudad (City)
Buenas, me pueden colaborar para configurar el condicional o como formular que al ingresar el estado en una (Linea de selección) en otra linea puede seleccionar la ciudad. Esto para poder configurar los estados y ciudades de despacho de los productos. Agradezco su colaboracion,
ZOHO CRM SOCIAL TAB NOTIFICATION
Dear All, We have ZOHO ONE enterprise edition, with SOCIAL TAB intergration , mostly from FACEBOOK. But we have 1 problem, there is no notification / feeds / sales signal in CRM for Social Tab. So when there is contact or message from customer in FACEBOOK , there is no way to notice that, unless we purposely open the Socail Tab in CRM , or open ZOHO CRM on desktop. It is inconvenients for Sales team , is there a way to show notification of Social Tab in CRM ?
Default Field Values
Hi! I'm trying to set up default field values, depending on the account a contact is associated with. If I Create a contact for example I want the address fields to populate with the related accounts address. The process would look like this 1. Create Contact 2. Select Account from lookup field 3. Automatically populate address field with the accounts address (without changing screens) 4. Enable edition of address fields (in case the contact has a custom address)
Barcodes
So I see the great feature of barcodes on zoho creator and before we redesign our database do we think this feature will come to crm. We would find it great for stock control.!
Format Date.Time Fields in emails
Hello I have created an email template which uses the DateTime field - here is the extract from the email. I will be visiting you on ${Leads.1st Appointment Date & Time}. Now of course this comes out correctly in the email as follows:- I will be visiting you on 05/02/2014 01:00 AM. However, theres the problem - I'm English and thats not how we would write that. We would write it as:- I will be visiting you on Monday the 5th of February at 01:00 AM. So ... Here's the questions... 1. How do I extract
Associating leads from different companies
Is it possible to associate leads with each other when they work for different companies? In my field consultants collaborate with each other on a regular basis, and I would like a way to keep track of those networks. Is this possible in the Lead module?
Checklist Module - formula for adding selected date to date field
Good afternoon, Although I've been a user of ZOHO CRM for a couple of years however, I don't have much experience with the correct syntax in formula fields. I do have a frequent need for automatically inserting an execution date upon certain field operations. But I have not been able to find any examples or support for this assumed, simple functionality. I'm in need once again for a new Checklist module I'm creating and wondered if someone may be generous with their time to help. I'm assuming the
Integration with Pardot
Did somebody integratef Zoho and Pardot? Thank you.
Report API
Is it possible to generate a report and send it via email using a deluge function?
Integration with SQL Server
Is there anyway to populate Zoho CRM with data directly from MSSQL? I'd like to figure out a way to upload Account changes from our Accounting software directly into Zoho to prevent duplicate data entry.
Zoho + ERP (SAP)
First of all: I'm using Zoho CRM and I have complete right that it's a brilliant solution for sales force. But, in my new job, doesn't exist a CRM system and I want propose Zoho CRM. In the company, we're using a ERP (SAP), a few time ago. I would like to know about integration between Zoho CRM and ERP (SAP), as possible? How I can do that? Regards, Renato Lima
Formula
Looking for assistance to use formula rather than WFR do to changing of the fields value I have a checkbox, that needs to be true, if the date value of another field is =>180 than today example: IF(xxxfield value )=>180 from today's date, the value is true
When creating event from Quote the location is not looked up automatically
Hi all, I am having an issue when creating an event from a quote. I create a quote and on the quote page select to add event, it automatically selects the contact associated with the quote but when clicking into the Location field it does not automatically drop down with the contacts shipping/billing address to be clicked. If I go to the account of the customer, add event, I can select the Location from the dropdown then later can select relates to Other, change Account to Quote and lookup the quote.
Problem in insert leads record
Hello All, I have getting this is error : Fatal error: Uncaught ZCRMException Caused by:'invalid data' in D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\BulkAPIResponse.php(36)
#0 D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(29): BulkAPIResponse->handleForFaultyResponses()
#1 D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(22): CommonAPIResponse->processResponse()
#2
Custom function to add contact hone to deals
Hi community, I have just stated at a new organisation and am implementing Zoho CRM. I am looking to automate a few features, and read the following article with interest: https://help.zoho.com/portal/community/topic/how-to-autofill-lead-fields-based-on-selected-contact-lookup I have zero experience with deluge code or custom functions, Id like to add just the client contact mobile or phone only (No address etc.)... Can anyone point me in the right direction using the code in the above thread? Thanks,
How do I export e-mail adresses? (not csv-format!)
Hello! I want to export my e-mail adresses but I can't do it in a good way. I just want the e-mail adresses, no other texts, notes or numbers. Best regards Erik
Export Data as CSV with working double byte characters
Hi, all data I export does not seem to have the double byte characters in there. Please let me know how I can export the data into the CSV and then properly work with it (Excel). I need the double byte characters to be shown correctly. Regards, Christoph
When activated free trial, all emails sent disappeared
Hello, I sent and email from inside zoho crm last week just before I activate the new mail functionality through free trial, now I see that that mail, along with some others have disappeared. Seems like it was more recent mails sent from within zoho are affected. Is it a common problem? how can we fix it? Thanks!
Unable to compose new email
Dear Zoho Support, When I compose a new email, I am unable to type or paste into the text area. Email recipients, subject can be typed but the whole text area doesn't respond. Noticed this issue on 13th Dec 2018. Regards, Team WAMPL
Breaking up Tasks by Category
Hi, Is there a way to organize tasks by account, then by category as in a way to alter the UI so it displays the tasks by account and then by category? Thanks,
IMPORT DATA AUTOMATICALLY
Hi, I want to import information from an excel to Zoho CRM but i want to know if there´s a way to do this automatically. I mean configure Zoho CRM to import the information in a specific date or hour to avoid doing it manually.
Custom PDF from module
I am trying to generate a PDF like a quote but from the custom module for our workflow. When we have an opportunity we need to generate a PDF with details about the project and I created a custom module to hold that information but now I would like to generate a PDF using a custom Invoice Template with that data, is that possible? or is there a different way to do this? Basically I trying to create another "quote" module which would be called "Project Data" and use custom fields to generate a PDF
Hidden Fields in Zoho CRM with chrome extension
If searched the https://help.zoho.com/portal/community site and it seems that you can only hide some fields if you have the enterprise edition. I'm not looking for a Security solution, I only want cleaner interface so I think the only way is to develop a chrome extension. I've already stared to develop it in https://github.com/fmmribeiro/scZohoHideElements But using a "Content Script" the extension is fired before the page is fully loaded (zoho uses some kind of async content loading) HOW do I execute
Campaign Member Mass Upload and Lead Source required (therefore being changed)
Is this how it works for everyone? Or is this something unique to our environment. Crazy to change lead source with every new uploaded campaign. Really appreciate any insight/assistance.
Invoice Template: Show page number in header section
Is there any possibility to show the current page number in the header section via variable ${page.nr} or something like that? I see that there is an option to activate page number in the footer, but I don't want it in footer section as it also appears in the wrong font. Any help on this how to achieve it?
All the bars in all my bar charts are one color
Anyone else having this issue? Mentioned it 4 weeks ago, was told it was being looked into.
Hover Items In Activity List
If I am looking at the Activities list and hover over the name of someone the activity in the list is associated with then it shows a pop up with their full name and telephone number. How can I change this so that it also shows me their mobile number?
How to Add Multiple Inventory Items to Invoice
HI, We use Zoho CRM's invoice module like a draft to keep track of equipment as we put it into a client's house. Our inventory is manually imported into Zoho CRM periodically from a Quickbooks export in a CSV. How do you add multiple instances of the same inventory item please? Thanks, Al
Changing the phone/mobile display format.
Hi everyone, proobably a very basic question but I cannot find any way to change the format that phone number and mobile number are displaed in. They are coming up in US format, and I am in Spain where area code is nowhere near as important. Any suggestions?
How To Handle Multiple Users Chasing Same Account?
We work together as a team, so often we are chasing/calling separate contacts under the same account. We need a way so that our users know when another employee has ‘engaged’ one of the contacts at that account. From the account view, this is relatively simple, since any activities or emails done by a user on a contact will show on the account. The issue is more to do with when a user is looking at a contact, and has no idea that his teammate has engaged another contact at that account. I do not
How to view opportunities
Hi i am on the free version. my two colleagues and i are wondering if there is a way to view eachothers opportunities? is this something that only the administrator can see? does this need to be a paid version to access
Zoho campaign opened emails
Hi, I have a question regarding Zoho Campaign. When I send a campaign, I know that I can see who opened the email and at what time. But do you have a notification system that allows us to receive a notification every time a new customer open the email ? Thank you
Custom Dashboard
I want to add custom fields from my contacts my Dashboard. I created a custom field and inputed the data, but how do I get this to show on my customer Dashboard? PLEAS HELP
API that links Accounts and Products
When we do a call to get an account, we wanted to see the products associated with that account. I couldn't find an API that links Accounts and Products. Accounts Call: https://crm.zoho.com/crm/private/json/Accounts/getRecordById?&authtoken=66c25c71720dd891e65097da4e6194a9&scope=crmapi&id=1325772000004104653&version=2 Response: { "response": { "result": { "Accounts": { "row": { "no": "1", "FL": [ { "val": "ACCOUNTID", "content": "1325772000004104653" }, { "val": "SMOWNERID", "content": "1325772000003484001"
Sorting leads....
Hello, I would like to sort my leads/potentials using next action as the sort criteria. Is this possible? Guy
Exporting Modules into Excel Docs
Why isn't it an option to export leads, contacts etc. into excel documents as opposed to 'Zoho Sheet View' which is no use to anyone, especially with documents that contain more than 100 contacts which is pretty much most documents. The copying and pasting of Zoho Sheet View into an Excel Document is highly tedious and I'm not sure why this feature hasn't been added yet? It seems the standard of most CRMs, no?
Developping for PhoneBridge
Hi, I am a software developer and I want to integrate my own PBX to ZoHo using PhoneBridge. How I can get a hold on the API ? How does it works? Please note I don't want to purchase a new PBX with an existing integration.
Create automatic task lists
I want to create a task checklist for each stage in the sales pipe line and automate a reminder to complete each checklist I want to be able to automate the checklist so when the sales pipeline is updated there is a automatic reminder to complete the checklist. So for example a deal that was set at a "work in progress stage" would have a checklist assigned to it as soon as the stage is updated
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