Community Digest - July 2019
Product announcements: Announcing CRM Functions' migration from v1 to v2 Find all related emails to a record in the CRM mobile App Focus Group webinars Functions 101, the webinar series teaches you to build your own Functions from scratch. The four-part series will have you writing your own deluge scripts with ease, building Functions from scratch and will help leverage your CRM. Register here. Useful discussions Check out Kevin Flyn's function to automatically close off a task
IS ZOHO CRM IS GOOD FOR AIR CHARTER BUSINESS
REQUEST YOU TO PLEASE LET US KNOW HOW CAN I USE ZOHO CRM FOR AIR CHARTER BUSINESS. BELOW ARE MY REQUIREMENT. 1. CUSTOMER DATA STORAGE 2. PROFESSIONAL LOOKING QUOTES WITH PICTURES 3. FOLLOW UP SCHEDULE 4. BROADCASTING MAIL 5. FOLLOWUP MAIL
Update Lead field when email is sent/received
Hello, I am new to Zoho. I run a lot of reports based on the last time a lead was emailed. I am trying to create a date field on the lead that is automatically updated with the date an email is sent or received. Is this possible? And if so, how would I go about this?
How can I sync Tasks and Events to see the on a single page?? Using CRM, Projects, Google
Hi, I can't seem to find a solution to be able to see all of my events and tasks in a cohesive way. I am currently setting up Zoho but I want to set it up to increase user adoption. Zoho CRM, Zoho Projects & Google (Gmail & Calendar) will be our core usage. I'm open to using Connect if it brought things together. Any solutions???
Optional sections/fields in Inventory Templates?
Just starting to use Zoho, and wondering if the Inventory Templates have the ability to optionally show/hide sections based on field values. My use case is that we do quotes for several related services (i.e. phone systems, alarm systems, CCTV, ...) that are separated on the single quote as we are often quoting them all together. The products list/table is not enough as each has it's own description, pricing, etc. What I'd like is a single Quote that has sections for all of them (not using product
Can I call a custom function from a button action function?
Most buttons that I have perform some common actions. For example, they perform a security check. The owner of the record must equal the logged in user. Or the logged in user must be the manager of the record owner. This prevents users from submitting changes to records they do not own. I would like to make a custom function called, say, userPermissionCheck that I can call within the custom action function for each button. Instead of including a copy of the code in 10 buttons, I would have 1 function
Loop Problem
I want to insert a record for every year on success but I have only the start date so I am not getting it how to run a loop. Please let me know as soon as possible.
I want to post something on my client field, and then I try to make a simple thing to post
For example, I hope to add a fax_number for my client, then I try to create a structure like this: var postInfo = [ {Fax: 'null' } ] Then if try to console.log(postInfo.Fax) it just show me undefined.
Scratching Email Status
Hello, Is there any way to create a workflow to scratch the status of email(opened, send) to put it in the custom field?
How to show filed values on change of a look up.
Let we have two CRM module one is Contacts & other is Potentials. Now there is a look up Customer name (list of Contacts). There are three more fields like:- Email Cell Street Address Those fields are in Contacts module. Those fields should auto fill when change Customer name lookup is changed instantly. We want to change those values based on lookup instantly when user change it. before saving. Those fields are can be changed by user also. Can anyone give a solution for this?
List of Modules visible in Account View
I've created a customer module called "Devices" and want to be able to access it within the account view but it isn't showing up. When I go to an account, on the left side there is a list of modules visible. How do I add my new module to that list?
Using IF formula to group number values
Adding this as I couldn't find any examples online and it took me a while to suss it out. Taking a number value and creating a formula field to group into categories. In our case numbering the sites in a restaurant group. If(${Accounts.No of Sites in Group}<1,'Not Known',If(${Accounts.No of Sites in Group}==1,'Single Site',If(${Accounts.No of Sites in Group}<=4,'Small Group (2-4)',If(${Accounts.No of Sites in Group}<=10,'Medium Group (5-10)',If(${Accounts.No of Sites in Group}<=20,'Small Chain (10-20)',If(${Accounts.No
Log calls with adding to activities by custom button and script (API 2.0)
There is no normal complete updated documentation and API 2.0 examples; now it is almost impossible to find the necessary answers. Therefore I will ask here. It is necessary that when the button is pressed, the completed call is registered with auto-completion of fields, based on the available data. We have already written a script that registers calls, but it does not list their activity-related lists of the module. That's what we did. contactDetails = zoho.crm.getRecordById("Contacts",contact_id.toLong());
Internet not reachable error
What causes this and what is the solution? Network connectivity is operating normally to everything else except Zoho CRM. What I am experiencing is that I am making changes to a custom Module Layout and intermittently when I click Save it does not save. I noticed this error in the lower left corner. If I reload the page in the browser, it loads and although it loses my changes, I can make changes and Save. After 30 to 60 seconds, the Save button does not work and I have to reload the page again.
How to convert the zoho.currenttime to zoho date/time field ?
Hi , when i use zoho currenttime it give me the date/time in 24-Jan-2019 06:16:49 but zoho crm data/time field require the format in 24-Jan-2019T06:16:49-06:00 how i can convert the current time into the zoho date time format ? info zoho.currenttime.toString("dd-MM-yyyy'T'HH:mm:ssZ"); the problem is the format is coming as this 24-01-2019T06:26:17-0800 but ZOHO datetime require like this 24-01-2019T06:26:17-08:00 how i can add the : in timezone like this before : -0800 after : -08:00
Zoho CRM Custom Function to Create an Event
Hello, I'm trying to create an event via a simple custom function, but I'm not having a lot of success. Here is my code: crmEventFMAP = Map(); crmEventFMAP.put("Subject","test"); crmEventFMAP.put("Description","test"); crmEventFMAP.put("Start DateTime","2018-03-28 08:00:00"); crmEventFMAP.put("End DateTime","2018-03-28 09:00:00"); //eventinfo = {E} res = zoho.crm.create("Events",crmEventFMAP); Unfortunately, the event is not being created when I run the script. What am I missing?? Thanks!
Potential, Probability and Stage Mapping - how do I change the Probability to a % to be used in formulas?
My Probability numbers are not percentages, which is throwing off my forecasting calculations How can I change my Probability field to percentage? My Probability is currently mapped to the Stage for qualification. This is then used to forecast likelihood of deals to close.
Created time since specific day of the week
Hello, We are using a module "visit reports" to create a descriptive summary of every visit we did, linked to an account. It is important to reach our weekly target amount of visits, so we created a report & a chart to keep track of how many visits we did in the last 7 days. A great tool but the issue we have is that the amount changes daily since the last 7 days are shifting. My question now is: Is is possible to set a day of the week (e.g. Wednesday) as start of the count for every weekly report.
Mail Templates
Hi all, I want to send mail by using mail templates but I need to send to secondry mail. How can I do that or do you have any function about it? Bests,
Free Title, Sub Forms and Lines
It would be really great if you could add the possibility of adding a free title, header and lines when creating a Canvas. Alot of time we want to split data in a Canvas, and having the flexibilty to add lines, titles would help organize the content. Also, are you planing to add Sub-Forms, soon in the Canvas ? That would really help to. We could have a settings to display a predefined number of rows.
Exporting Zoho Leads
I need to export a selection of Zoho Leads. All I get is a full list of Zoho Leads. Please help me urgently. Thank you for your support. Best Regards, Josef Krieger
Formula Error
I've created a formula field to calculate Commission payable on a Potential , this portion works find. (${Potentials.Amount}*0.05)+ (${Potentials.Year 2 Expected Revenue}*0.02)+ (${Potentials.Year 3 Expected Revenue}*0.02) However when I try to add a 'IF' condition to calculate a final piece I get an error message that I do not understand. See full formula with problem piece in bold. (${Potentials.Amount}*0.05)+ (${Potentials.Year 2 Expected Revenue}*0.02)+ (${Potentials.Year 3 Expected Revenue}*0.02)+
PHP SDK
When i try create or fetch some data from my crm, response always empty. No errors or something else. Also no records are added.
CRM & BOOKS INTEGRATION METHODOGY REVISED
Dear Zoho CRM team , The integration between CRM and Books ( Finance ) is essensial and is important part to make Zoho into ERP. But the way of current integration has many weakness. After integration , invoices / salesorder,... are controlled by Zoho Books, there are few problems : - There are some blur area , whereas the access and permission are not clearly identified ( like selling price / rate permission to edit is not the same in Books and CRM ) - And many important functions in CRM for
Updating field based on most recent related list item
I have a module called "Invoices" and a module called "Contracts", and they are related through a lookup column called "Quickbooks Job". Anytime a new invoice is added to the invoice module (or updated), I would like the "Last Service Invoice Date" column to be updated in the "Contracts" module, with the date that has been input as the "Invoice Date" in the record in the "Invoices" module. Is there a script that can accomplish this?
Edit date when adding notes in CRM
Currently, when you add notes in Zoho CRM, there is no option to edit the "date of the note". This could be useful, if a user was catching up on activity, and entering note information at a later date. Can you please evaluate this request Zoho, and provide feedback. Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Quotation template
Hello Dear friends We got zoho CRM just for test the system but so far we can´t cutomize the quotation template, still problems when we added a formula even with the original ZOHO template , please someone can help. Muchas gracias Luis +56987436273
Sync between Books and CRM is lacking and cumbersome
Hello, I'm trying to use the CRM more and more for my small business, having used mostly Books for now in order to keep track of Estimates, Customers, Invoices. My customers are mostly private individuals, with a few companies. I'm finding several things which should help me save time, that are instead getting in my way and making me waste a lot of time for a simple task: create a lead from an email > send them an estimate. Let me describe a typical case and hopefully you can guide me, perhaps I'm
Is a lead/contact added automatically to targeting campaigns on Google, Fb LinkedIn?
Hello, I would like to know A lead enters CRM through several paths... website, import, manually entered in the system etc. Then it should automatically be added in a list which also automatically should be used for targeting Audience in Marketing Campaigns via Google, Linked In and Facebook. Does this happen automatically ? Is there such an option ? If no ... What is the process that we need to follow ? If you have a YouTube link tutorial on the matter please refer it to me. Also please help
Contract Management?
I'm new to Zoho CRM and looking for a way to manage contracts. Specifically, we sell products and provide support for those products on an annual or longer basis. When a support period ends, we look to renew a contract with the customer. I want to have the contract details and renewal history in the CRM or at least linked. Is there a Contracts module or other way of doing this within Zoho? Any help is much appreciated.
CRM Theme and skins
Hi, Is it possible to use a different theme on Zoho CRM? Not just the change the colour of the main panel and change dashboard layouts but use a custom theme, like a different background image and different side panel colours?
Editing template for mass email
Hello, We are sending Request for Quote to our logistic partners on a regular basis (one, twice a week), to get quotes for several destinations. We would create a template in the CRM Settings for that, then do a mass mailing to our vendor contacts. However, sending a mass email in CRM doesn't allow any edition. As changes between 2 email are just a little (basically date and destination), this is inconvenient. There are 2 problem there: - our sales team, marketing team and logistics team are too
Canvas View Contact Field Feed
In my custom canvas view I have two field I can add Contact Name Contact Email But what is displayed is not consistent in the canvas view for these two fields. I cannot figure out what actually feeds these fields. I have Contact Roles chosen in the deal I have the contact associated with account and the account associated with the deal. And only a few are show the contact name and none are showing the email in the canvas view. What field is feeding theses in teh Canvas view so I build the proper
Sandbox testing Zoho CRM
Hi Z Team, Having a sandbox testing function for Z CRM would be a great help as i am always looking to improve our system however some of the changes can be quiet a different way of thinking or working. This is where Sandbox's come in as they allow admins to write new work flow rules and test new ideas before changing breaking the system or the old way of working, potentially losing information and costing money! Please Please add this function as soon as you can!
Dashboard
I want to see all leads(meaning:whic is converted leads and still inside to lead module leads together) How can I do tat?
In Admin view, create a "View As X User" feature
Please consider creating a way for the superadmin to see how other users based on their role will see the CRM or a particular module. This becomes difficult in seeing whether validation rules or permission changes are effective unless you have the logins for a different user to test. As a superadmin, you should be able to view the processes and do tests as a different user.
How to Test as Specific Security Profile
I am an admin configuring ZoHo CRM. How can I test that a user of a specific profile/role sees what I want them to see? As an admin I see everything. Something like a RunAs feature?
Default Task Value from Lead Module
I created a function to default the value of a custom field in the task module based on the related lead. I marked to execute whenever a task is created or edited. It only runs when editing but not when creating? Is this a bug or something missing? Created in Automation | Actions | Custom Functions and defining taskId argument as Task.TaskId and leadId as Lead/Propsect.Lead/ProspectId. Any thoughts on why this doesn't fire on create?
Linking a campaign from Zoho Campaign to CRM Campaign
When you create a campaign in the CRM, on expectation is to create an email campaign in Zoho Campaign, and possibly a social campaign using Zoho Campaign. Now, email and social campaigns are activated independently of CRM Campaign. Only Leads and contacts are the links. How Campaigns and Social (and results) can be links to Campaign and see the Cost, Revenue of this Campaign?
disabling or editing Quick contact form
Hi, When creating a new opportunity, when selecting associate contact, you can create new contact from the last link of the dropdown menu. Problem is that the Quick Contact form doesn't follow our workflow: To be on the Contact list, all fields have to
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