Contact Name and Account Name in merged email field
Can you have #merge field for both an account name and a contact? I cant figure out how to select/insert from two modules. Dear #contact name #account name is a great company!
Relationships Question
Hi All, I have a travel agency with the modules 'Contacts' and 'trips'. A contact can have many trips and all this works great. However, I now wish to manage passengers within Zoho but am coming up stuck. Let's take the example of a family. We have the lead contact who booked the trip 'Contact' and we have 3 passengers. 'Passengers'. The Passengers can be linked to the Lead Contact and then added to a trip, depending on if all 3 passengers are going or 1 passenger, for example his wife. This
blueprint transition - show description field as tool tip on hover
within the blue print editor, there is a section called Description. this is good for the developer to make notes but it would be more helpful if you could put in paragraph form what the transition is for and have it display on the transition button as a tool tip. its hard to describe when the transition should be executed or what it is going to do if executed in a very limited button. i have attached an example image.
Add States to Blueprint
Simple question: Does adding a State to a blueprint add it as a stage for all records NOT in the blueprint? Example: Default stages could be Project Match > Budget Quote > Formal Quote > Sent Invoice > etc If I add a state to a blueprint using the "add state" button, will that create a Stage for all Project records that are NOT in the blueprint, or will it only be visible to record in the blueprint? I need to be able to add a state/stage that is only visible from within the blueprint.
Zoho CRM account disabled
Hi there! I got access today to Zoho CRM and Recruit. I can get inside Recruit but not CRM. My CRM admin says I got access and everything looks good on his side, but yet I only get this screen saying my account has been disabled. Any ideas on how to fix that? We tried to remove my mail and back, changed passwords and even deleted all my cookies. Would love some help. Thank you! ofir.fischer@nlc.health
not able to import Leads
I am not able to import leads its showing its been imported but when i check todays lead its not there
Community Digest - April 2019
Product updates Set up recurring tasks and reminders in the Task Module in a new and enhanced way Read on about our new additions to the API circle - Query API and Bulk Write API Calender bookings made easy with Zoho CRM - Check out how Associate and dissociate records from related lists in Zoho CRM Read on about the Zoho CRM and Zoho Backstage integration Zoho Community Meetups Register for the upcoming Zoho Community Meetups across US East, Canada and Australia Tips and tricks
Is it possible to create and update leads/contacts via a HTML POST?
Hi- I'm looking into connecting an external lead capture form to Zoho and wondering if it's possible to create and update leads and contact using a basic HTML-based POST request. I've seen a few articles around formatting the data in XML, but this would need to be in HTML. With other platforms I've done this by either appending the parameters (email, first name, last name, etc.) to the URL or sending those parameters in the request body. Here are a few sample requests: Example of parameters in
how to create a records array for upsertRecord
Hi I need to create an $recordsArray to usert my record, currently i am using json_encode to convert my php array to json, try { $recordsArray = ["data" => [ "First_Name" => "fname", "Name" => "lname", "Email" => "badboy@gmail.com"], ]; var_dump(json_encode($recordsArray, JSON_PRETTY_PRINT)); $zcrmModuleIns = ZCRMModule::getInstance("contacts"); $bulkAPIResponse = $zcrmModuleIns->upsertRecords(json_encode($recordsArray)); // $recordsArray - array of ZCRMRecord instances filled with required data
Removing attributes from search bar
Hello, Our search bar is very cluttered because we have alot of attributes, so I would like to remove certain attributes from the search bar, but not from the entity itself. Is this possible to do, and if so, could you tell me how? Thanks in advance! With kind regards, Cas
Gravity Forms, Zoho CRM - Add on
Need help, I'm trying to generate lead from web using Gravity forms add on which is Zoho CRM, the problem I'm having is that there is no Visitor Tracking in all the leads that was generated using this plugin. Need help on this, hoping for a positive feed back asap. Below is the link for the add - on. https://www.gravityforms.com/add-ons/zoho-crm/
Update a date field based another date with a before date
In our business we set a training date in the future that requires the customer to upload files prior to the training date so we have a "file upload deadline" date. I have attempted my first deluge script but get an error for line 2 (see attached screenshot). Any help is appreciated. Goal: To have a the deadline date field populate a date that is 10 days minus the training date field Deadline date field name is: 1st Review Deadline Training date field name is: 30 Day Webinar Deluge Script void workflowspace.referenceDate(int
Help Needed! How to update Related Subforms when Item removed
Simple Scenario: You sell Lamps and Bulbs but don't know what bulb goes with each lamp so you add a "Related Items" subform to the product page. For each Lamp you then add the compatible bulbs. When you do this you want each bulb to update its own "Related Items" subform to show the lamp(s) it is compatible with. All the above I have working fine. The Problem: A Bulb is no longer compatible with a Lamp so I open the Bulb product and remove the lamp from the "Related Items" subform. I then need the
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?
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