I need to update field on Account based on other field in the Contacts module
Hi, I created 2 custom fields (Pick Lists) in the Accounts and Contacts, i need the field in Accounts to be updated automatically when the fiels on the contacts changed, i created other field on Accounts which take the value from the custom field by using the following Function which are not working: { contDetails = zoho.crm.getRecordById("Contacts",ContId.toLong()); mp = Map(); mp.put(In_Contact_Status02,contDetails.get("Contact_Status")); updatecompanies = zoho.crm.updateRecord("Companies",AccId.tolong(),mp);
filter contacts by sales volume through conversions
Hey Guys,... i'm owning a medical practice and i'm using zoho crm for my customer loyalty. HOW can I filter my contacts so that I can find out who are the contacts that i'm making the most money with. I'm adding sales volume through conversion function. I'm not using products or invoice function. can i filter contacts so that i can see which contact did the highest sales volume through conversions summarized for the current year? thanks for your help.
Update Fields Online in Leads with Information from the Accounts Module
Hi, I would like to know if it is possible to update online the fields of a Lead with information that are in the Accounts module when I select the company A that exists in the module Accounts without saving the Lead, for now the only way I have found to do that is through the following function, but using the Lead ID and for that I need to save the Lead and what I want is to show me the information before saving it. tempMap = Map(); tempMap.put("Account Name",Account_Name); resp_accounts = zoho.crm.getRecords("Accounts",1,200,tempMap);
Purchase Order: List Price Is used to derive the purchase cost instead of the cost price
When I add a product, with a cost price as 10 and unit price as 15, the purchase order calculation should happen based on cost price which is 10*1 = 10 but at the moment it happens as 15*1 = 15 I have to manually modify this each and every time and is time consuming. Also, for a product that is already added if the unit price is changed, there is no where i will be made aware as the unit price value is not displayed when the product is selected in the product details field of purchase order form.
how to associate call to a contact with extensions
I'm using CRM with RingCentral. When I call a contact with an extension, my call gets logged to the first person in the account (they all have the same number and different extensions)...How can I switch that call record to the correct contact? Scott
PhoneBridge & Integration with 2 systems
Hi there, we have a workforce located in different location spanning different countries/continents. As such, we would probably look at a PhoneBridge integration that might suit each location rather than the business as a whole. Does PhoneBridge allow for multiple integrations & for each to be defined for specific users/territory etc? cheers, Julien
How to know "domain-specific Zoho Accounts URL" to generate access and refresh tokens
Hello There, I am working for a european client to get sales orders and invoices in their backend system and I am using PHP as language. I am having trouble to get access/refresh tokens as I am confused or lets say dont know the "domain specific zoho accounts url" to be used ! Can anyone please tell me how to know the domain specific URl for my client ? Let me know if you need anything from me ! Also I am confused which service to use for retrieving the sales order and invoices of my clients ! What
Filtering Products When Using Merge Fields
I am trying to create an inventory template that pulls sales order line items to the template. I can pull all product line items using this - ${Sales Orders.Product Name} What I need to do is filter the call for a specific category of products. The products are in a product category called Rinse Cage. Is it possible to filter the merge for only products in the product category?
WebToLeadForm is creating records in ZOHO intermittently
Hi guys Our website has various forms on it. When a user submits a form their details are added to the leads screen within Zoho. We've recently updated to the Enterprise package. Since then (and it may be a coincidence) some leads from our web forms dont get inserted into Zoho. Theres no pattern, it seems to happen randomly. Has anyone else experienced this? I have a CURLOPT_CONNECTTIMEOUT of 30. Perhaps I should increase this? As I say - theres no apparent pattern to which leads dont get inserted
Add Colleaguess column in salesinbox
Hi everyone! We have a small company with 4 profiles. We have selected One Zoho Plan. So we start work with sales inbox to manage email etc, but 2 of our accounts doesn't see the "Colleagues" table when switch to multiple columns view. How they can add it? Thank u
Invoices with wrong Tax
Hello I'm using an invoice template from zoho CRM to create invoices for customer. Invoice needs to show Tax however even when I state that tax is 15% zoho adds it to the total instead of realizing the total is inclusive of tax in the product details. In addition on the the item lines zoho asks again for the tax and when I add the correct % zoho is now calculating the total tax on an amount that already has tax. There is a screenshot of the amount im talking about. If this is just causing so much
print of account record
Hi, I'm trying to print an account record but the widget I added doesn't appear in the print preview. How do I make the widget also appear in the print preview?
Help with Formula field
I designed a formula field to calculate age of account but I made it with String output so I can add the word "Years" to the end. However the out put of the formula comes with up to 16 decimal points which I only want two decimal points to come out. what other formula can I add to this Concat(Tostring(Datecomp(Now(),${Contact Positive Accounts.Date Opened})/(60*24*365)),' ','Years') To limit the out put to two decimal points This is the current output 1.1315068493150684 Years I need it to just
Can you force a customer to reschedule a booking?
Hi there, We are playing around with the bookings feature in CRM and I like how customers can schedule meetins with users or a team. One question that we can't seem to find out from the zoho documentation is what is the best way to notify the customer to reschedule a meeting when needed? I know that they can cancel or reschedule from the email that they received when making the booking, but I don't seem to see a similar process from our end. TIA, Matt
Formulas for CRM Enterprise- Limit on number of fields
Hello, Trying to create formulas in our Deals module. we have a limit of 15 and so far we have used only 13. We have currency and date and time fields still available and no formulas in our unused fields. Why is it not allowing us to use the two formula fields we should have left?
Mass Emails Not in Sales Inbox
I sent my first and only mass email via Zoho CRM. I can see that it was delivered, however I only see "Not in CRM" and "Colleagues" in SalesInbox. What am I doing wrong? Why can't I track my emails sent via ZohoCRM in my SalesInbox?
Module has duplicate Created By fields and one of them can't be deleted or modified
Why did the Module end up with a Sample Created By and a Created By? Why can't I mark Sample Created By as not required or remove it?
Automatically indicating a lead doesn't need a follow up
Greetings everyone! I'm working on a process that would automatically allow a lead to indicate they already bought insurance from someone else by clicking on a link in an email. I've been searching around and haven't found anything here and have tried a couple things but nothing really works the way I want yet. I want a link in an email that would indicate in Zoho CRM that the person has already purchased insurance - ideally it would set the Lead Status to "Lost Lead". From there I have workflows
Email: Where is email sent from?
I want to send mass emails to clients, but I don't understand where exactly they will be sent from and what the reply-to email will be...
Update record custom function not working
Hello, I'm trying to code my first function, which is super simple: upon clicking the button, I want to call a custom function which will update the Deals' record field ''Nom acheteur'' with the value ''Anges Immobiliers'' My code: deal_id_str = deal_id.toLong(); acheteur_AI = Map(); acheteur_AI.put("Nom_acheteur","Anges Immobiliers"); update = zoho.crm.updateRecord("Deals",deal_id_str,acheteur_AI); return ''; (see screenshot 3) deal_id is a parameter linked to the Deals field 'Deal ID' I tried
Sending emails to contacts not delivered
We need to be able to send emails and keep track of them through zoho crm. We create contact to the accounts, and press +Sendemail - create the content. But nothing is delivered. How to fix this?
Forcing a record to exit a blueprint?
Hello everyone, Does anyone know a way to force a record out of a blue print with a custom function? I want to be-able to do this without using common transitions ( they are maxed), or adding additional states. I don't think there is a way, but figured whats the harm in asking. I know you can use the trigger command to enter a blueprint, maybe there is a command to exit.
One Product to Many Deals
Hi, I need to assign one product to many deals that already are created. Is this possible?? Thanks Regards.
Getting "The remote server returned an error: (401) Unauthorized."
Hi All, I'm trying to fetch task details of all the projects in my portal using Zoho rest API v2.0 through a windows service, which was working fine till last week. Now while the service runs, I'm getting error as "The remote server returned an error: (401) Unauthorized.". I have checked my authentication token and hope it might not be the problem. Please let me know what should be done to fix this error. Anyone please help on this!! Thanks, Prasanna Venkatesan J
Sending with Zoho Sign
I have created a custom template in "Inventory" to use with Sign in CRM. Template works great! It is kind of a pain to drag and drop the signature tabs for recipients each time. Docusign lets you anchor them in a template once which saves a ton of time and confusion for my sales reps. My question is this: How can I add recipients to each Zoho Sign document, or each CRM sign, automatically? We have 4 people in the company who need to be CC'd or receive a copy each time one is sent or signed. It would
You do not have sufficient permissions to perform this operation. Contact your administrator.
When I attempt to log a call I initiate the +New Call and Start Calling and I click Answered Call in the popup dialog box that follows. Any attempt to save or close this dialog box results in "You do not have sufficient permissions to perform this operation. Contact your administrator." The only way I can get the popup to disappear is to refresh the page and it will go away. I have found others reporting this issue when they attempt to run reports. Any suggestions? Thank you in advance for taking
Email Delay / Schedule within Zoho CRM
I'm quite new to Zoho and feel I'm very much just scratching the surface. Currently, I find myself sometimes working unsociable hours and don't want my clients to be aware that I'm emailing them at, for example 23:53 (the time now as I type). I'm aware of the ability to schedule delayed delivery within Zoho Mail but not through Zoho CRM. This is especially important for my requirements as I use a lot of email merge templates with Zoho CRM. If this facility is not available (which I assume it is
Associating Leads and Accounts Best Practice
Hello All, I wanted to ask what everyoneone was doing when it comes to Leads. Are you creating accounts for your leads? Or are you only creating an acccount once converting a lead to a contact. The reason I ask is that we may have many leads who are part of the same organization?
Upcoming Workshop: B2B Sales Discovery Process over Drinks and Dinner
A B2B sales workshop for sales leaders, over beer and burgers Join Zoho and Aircall in Austin, Texas, for an in-person, interactive workshop led by Bryan Elsesser, who has led sales development at Aircall, eMarketer, Yext, and YP. Meet and network with fellow sales leaders while enjoying complimentary made-to-order dinner of your choice from Shake Shack, along with an open bar. ️️When: Wednesday, September 25 @ 6:30 pm Where: Shake Shack Austin Request a spot Why Attend? You will learn how to supercharge
Tax Records
I just recently went through an audit. I keep the invoices both digitally and a hard copy. The issue was matching the Tax Exemption & Capital improvement Certificates with the invoices. And then making sure they were not expired. I looked through Zoho products and could not find a solution or a way to do this in the CRM. Maybe I just can't find it. When I look outside Zoho I found this https://sovos.com/products/tax-determination/certmanager/. However I am not looking to use another platform,
Examples with zoho crm
Hello Team, I am working zoho crm technology. i created two module 1 and module 2. * how to fetch record of module 1 * how to show records in module 2 of module record with map data * we are using the same field in module 2 how is possible can anyone help me what i have to do in this ?
Tracking Mail Merge Emails with Email Status Filters
Hi, I would like to organize my mail merge emails according to their status (opened, bounced, etc.) with the email status filter on the left side of the screen. Unfortunately, I am not getting accurate results with the filters on who opened the emails or if the bounced. Any advice here? Thanks, Kent
Posting data from my web application, to a custom module in Zoho CRM
Good morning, I am having trouble populating a custom module I've built from a form in my node.js application. i do not want to use web forms because styling is going to be difficult. It is a multi-step form with lots of javascript. Much rather prefer to post form fields from my web app on every form submission to the custom module I've created. What part of the docs do I need to look at for some examples considering we are now using Zoho V2. Lots of code seems to be outdated in the Node SDK Docs,
Tracking Sales Goals
We've recently moved from pipelinedeals.com to zoho as the automation has great value to us. With pipeline, we were able to set sales goals and track our salespersons progress of those goals. However, it seems we've lost the ability to manage our sales persons goals and the ability to track their sales in zoho. Does Zoho have anything like this in development or is there a way to actually do this?
Linking Mass Email to CRM Campaign Functionality
We have successfully sent a few mails using the Mass Email function in CRM. However, it seems odd that we cannot link this activity to the Campaigns function, i.e. create a campaign list there, and then link a Mass Email to the list and manage the Mass Email from the Campaign function. Am I missing something? Seems highly illogical and I fail to see the real value of the Campaign tool unless it can link across. Note: I am not talking about Zoho Campaigns tool - that is a separate module altogether
Accounts and Products
Hi ZOHO team. We are using Accounts\products association , and we need to perform back-office tasks , when a new association is created ( in simple words , additional Product is being added to an Account) I didn't find any way to create a webhook based on that , and I see , that doing API calls or custom function ( fetch all products or and accounts and finding deltas on the product association ) is very expensive. Can you please suggest a better way of doing this check ? thanks in advance .
PhoneBridge Asterisk 13 CRM ZOHO llama pero no cambia el estado de la llamada ni se guarda
Buenos días, Me Llamo Jorge Zegarra, probe el PhoneBridge en mi ZOHO CRM, al hacer una llamada si suena un telefonó. No obstante no se guarda en la BD de ZOHO CRM ni cambia el estado de la llamada. ¿Sera posible algún cambio en la configuración u otro tema? Por favor necesito ayuda. Gracias
Can not import negative values to Currency field from Excel
The nature of our business requires us to import both positive (i.e. 100.00) and negative (i.e. -100,00) values from Excel into the Currency field when importing Deals However, when we upload an Excel spreadsheet, only the positive numbers are imported into the Currency fields. The Currency fields where the negative numbers are supposed to appear remain blank after import. We are able to manually add negative numbers to the Currency field, so it's not as if the Currency field won't accept negative
Reports and Contact Roles
Hi there, I would like to run a deal summary report that groups by contact roles, but a bit more nuanced. I don't want to group by the 'roles' but rather the contacts themselves. You see, our deals always involve >1 contact, there in lies the need to utilize roles. However, I cannot find a report that allows you to use the contacts under contact roles, just the roles themselves. I've also created a custom field that allows us to add our people from a pick list. I can group that way, however, the
How to set up Parent/Child relationship in Campaigns
I want to run a campaign, this campaign will have child-campaigns. say, Master Campaign (parent) _________________________|_________________________________________ | | | | | Campaign A Campaign B Campaign C Campaign D Campaign E Each one of my campaigns will have some revenue generated. I
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