Opportunity (Deal) - Related List Zoho CRM
I've been able to create the desired Related list and associate them to an Opportunity (Deal). However, I only get the Assign button. I've added the Quote module and a custom module. I would like to be able to add/create a new Quote from the Opportunity
Import from Close.com
Hi, I have been using Close.com as my CRM for a couple of years and would now like to move to Zoho CRM. I have data exported in .csv files, but the import process is confusing me. Has anyone migrated from Close CRM before? Any tips or tricks, or a
Linking Sigma CRM extension to Creator App
We are getting close to publishing our Creator app on the market place. As such we are starting to move the changes that we've made to the CRM, to integrate the two, into a Sigma Extension, so that our customers can install the extension themselves. However,
QR codes + Inventory management + Zoho CRM
Hi all, we are using Zoho one, and we are hoping to achieve the following: Each product we manufacture will need to have a QR code printed and attached to it. Each QR code should identify tags which we have in our Zoho CRM DEAL module for that particular
how to add a correct salutation LINE in a template?
I am using CRM mostly in German speaking countries. Now when I try to build a template I would like to start my letter with the correct salutation "Sehr geehrte Frau xxx" (=dear Mrs. xxx") or "Sehr geehrter Herr xxx" (=dear Mr. xxx). My problem is that
Password
Hello, I had an employee that no longer works with me and I need to change her password to zoho CRM. Her work email has been deactivated so I cannot use the "Forgot Password" option as it will send a temporary password to the email that's been deactivated.
Zoho Workflow for email
· I want to create workflow between seller and agent ! Where zoho Automation will shoot a confirmation mail to both the client and the agent at the same time whenever a customer fills in their property information in our website.
Is there a way to adjust the pipeline stage % values?
Good day, We recently migrated from SalesFroce, and some stages in the pipeline came through with the import. The stages show 0% values, and I was wondering is there a way to adjust this? I have searched thoughout the setting portion, and cant find
Any ideas on how to set up Price Books with tiered pricing?
We offer a SaaS application service, which is priced by tiers. Here's our pricing model: Attendance -> < 30 30-99 100-249 250-499 500-749 750-999 1000+ Core Module 10/mo 20/mo 35/mo 50/mo 70/mo 100/mo Call Module A 10/mo 15/mo 20/mo 25/mo 30/mo 35/mo Call Module B 5/mo 10/mo 15/mo 20/mo 25/mo 30/mo Call Example: Attendance = 273, Core
Get records of leads
I am created client id and client secret code , code , refresh token and access token using admin@changematrix.in developer account. But when I am fetching records of Leads When fetching records using self client then it showing correct leads information
How to share a single record (lead, potential, etc) to several users?
I want to share share a single Potential record to another three users, what's the solution? In Zoho CRM, creating the sharing rule will share the whole module's records to the other users.
silent login for zoho crm api and nextjs
I am using zoho CRM api v2 and I want to call the API from a website but I am struggling to see how this is possible with oauth2 server side redirects unless you use a hidden iframe like an oidc client does. David I am clearly missing something but there
Rouding sub form currency data fields in quotes
HI everybody, I would need to have a currency data field in quotes subform with values like 0.0082 €. These values need not to be rounded when being displayed. At this time, we can see 0.01 If global currency setting is 2 decimal or 0.010 if it is 3.
Create an Analytic Chart from a custom report
I have created a custom Report that I want to create a Chart from. How can I do that? I don't see any of my reports listed when i chose from report.
Build a chart based on data from a start and end date displaying hours values
I would like to create a chart that shows the man hours by month based on a Deal. The idea is on each Deal there would be Start Date, End Date, and Avg Man Hours by Month. Then we could create a chart that summarizes all the Deals, totals the Avg Man
How To Add Zoho CRM Leads with the Zoho CRM v2 API
How do I add a Zoho CRM Lead with the Zoho CRM v2 API, using simple curl connections? The docs are not very clear on not only how to add a lead, but how to even get the proper oAuth token to create the lead. Site
How to get associated records using api.
Hi All, I need to get some associated records from zoho crm. For example, I have record on contacts module and contacts module record associated with the case module. When I execute api for get contacts records then will get associated record details.
Custom Module change Key Record from Auto-Number to Single Line?
We have a custom module that has been set on Auto-Number for the key-field but would like it to be free-entry instead (single line) Is it possible to covert this or replace without having to build another new module and migrate all the data?
How to Setup Blueprints on Zoho CRM?
Each business has a well-defined way of doing things. Some workflows serve as a pathway to complete different tasks and projects. The way workflows transpire contributes as a significant factor in deciding the software requirements as the software must
Working with input Dates
Hi. I would like to Know how to programate a field to make calculate percentage betweet two dates. I think two solutions. One by FX fieds in tools inside builder module, and the other one by Deluge. I need to find the percentage between statr date, end
Uploaded contacts have disappeared
I have uploaded 79 contacts this afternoon and they are not showing in my contacts. I presumed the upload had been unsuccessful, so I repeated the upload. The second time I did the upload it skipped the contacts as they had already uploaded. An hour
I want to handle Lead Assignment Rules by use API. Is it possible?
I have done the zoho API data for create lead. I create some Rule into condo project and I want to handle Assignment Rules for change Lead Owner. Is it possible to handle by use API? Thanks
How to enable only working days for scheduled workflow actions
I am facing a problem with virtually all the different workflow notifications and scheduled emails I have set up where it counts Saturdays, Sundays and holidays towards the days or hours. The holidays I can live with but the weekends has thrown a wrench
New user cannot create zoho account to join my crm. "Invalid Request" error
New user is trying to create zoho account to join my crm by clicking on link in email invite and by manually copying and pasting link into browser which brings up this "Invalid Request" error? Have tried different browsers etc, and same error populates and this user isn't able to create zoho account and join crm??
Stage Probability View sort by percentage
I cannot get the kanban view to sort by probability percentage. Please help
Replace Values in Multi-select Fields
I have an existing multi-select field and would like to update some of the choices (e.g. replace an existing value with a new one and have all of the contacts that have the existing value selected now have the new value selected). This seems to be available only on list fields that are NOT multi-select. Is this functionality available? If not, when will it be available? Thanks, Becky
DEals (demo) not showing all fields
Hi just updating our deal module to show more survey info. I then realised that none of these fields showed in deal view. I thought create new view in CAnvas (very nice) input the fields but when i ran it these fields did not show at all. I have enclosed
Removing the "CRM" logo at the top-left of the Zoho CRM interface, in the top menu bar.
Hi, We've provisioned a Zoho CRM set-up for a client, and this is used by them for non-commercial uses. It's a bit confusing from their perspective to see the "CRM" label at the top header, because this is strictly meant to be something that shouldn't
Synchronizing Zoho CRM data into an internal database.
So I'm trying to sync data inputted into zoho crm into a MySQL database (hosted on AWS). The background is this: I have a user who can make an order, or have an order made for him. So the order can be either made by: The user themselves, through an App
Duplicate checking - how to check 3 fields
I've been looking all over for how to handle this situation. Two (or more) contacts may have the same email address. Or, we might not know their email addresses. Also, we have companies where multiple people have the same last name (e.g., because of family-run businesses). When we add a new contact, we need to make sure it is not a duplicate. What is the best way to do this since none of the above fields -- last name, first name, email -- are not unique, but the combination is. Checking on last
How to update contacts entries with data from a custom module
I am trying to auto-populate my contacts based on information available in a custom module. Let's say the custom module has the following columns: Email | Date | Other info How do I create a new entry available on this contact page (using the
CRM Calculation Functions: Building a Count + Equation in a Aggregate Formula
Hello! My knowledge of Deluge is VERY limited so I am putting this out for some assistance in writing the following. Need: Find the average deal bed count for all deals Equation: Net New Beds / Total Number of Deals = Avg Deal Bed Count Missing: Sum
Add tags to leads without deleting existing ones when importing leads
HI, we downloaded a csv file for a segmentation of our leads in Zoho CRM. We have processed those leads and assign new tags to them. Now we are trying to reimport the csv file into the leads module. Everything seems to work, but the tag we want to add
Invoice Reference Number
Hi there. How do I use my own invoice reference number instead of the generated one ? Thanks, Richard. richardagreen
How to update a field in a Contact record when an email template/form is sent to contact?
We send an important form to our clients using an email template. We have a pick-list field in the contact record that tracks the status of the form (Not Started, Sent, Received). We are able to automatically update the status field to RECEIVED when
Update "Created By" in Zoho CRM - Leads Module
Hi team, Could anyone help me on how to update the Created By in Zoho CRM Leads? I created a web form in Zoho Desk and embedded the code to our website. When a user fills up the form through our website, it is automatically converted into a ticket in
Deleting an account...but retaining the contact. How do I do this?
Deleting an account...but retaining the contact. How do I do this?
How do I print an email in Zoho CRM
I can find email options, like print, delete, forward etc,. where are they?
Annual Revenue - remove decimals?
Hi, I want to remove the decimals all together from the annual revenue field. http://monosnap.com/image/U019j71sTy9TvP3jFNUjrwbWL3syos How do I do that? Cheers
Reply to address change or verify
Help can anybody advise - Error message: Error while processing the request! You need to verify the Reply To address to send emails using this account. Please verify the Reply To address. The reply to address is name.name@zoho.com not as in user profile name.name@companay.co.uk Any ideas
Next Page