Copy fields from one module to another
Hi, I'd like to share a field between two different modules. Specifically, I'd like my contact form to include a field that is available on the associated account form. Accounts have a field called "status" and I'd like to include that field on all the
Couldng get adwords infos by GCLID
hi to all we are using webforms in our website. so we know that the setup is ok. we can get gclid information to zoho crm as expected. and with this gclid zoho gets adwords information about that lead from google adwords. but time to time I can see
Function-23: Auto-update multiple fields of a record with same details.
Welcome back people! Hope your new year is off to a great start! Lets begin this year with a simple yet useful custom function that lets you automatically update multiple fields of a record with the same details. Business Scenario: Recently, we got an interesting request from one of our customers. She was looking to update multiple fields of a record with the same details. Though copy-paste was an obvious solution, she was convinced that automation would help cut down on errors resulting from manual
changing fields access rights using Blueprints, functions and workflow rules.
Hello, we have so many use cases that we want to change the access and edit rights to certain fileds based on Blueprint stages or certain events. for example I want some price fields to not be read only for some user profiles after certain stage. we
Associating Contact with Multiple Accounts
Hello- We have a use case that comes up from time to time where an independent contractor purchases our services on behalf of multiple companies that we do business with. However, that contractor does all of their business using a single email address,
Prevent email deletion
Is there a way to prevent email history from being deleted? If an employee deletes an email permanently from their email client (Outlook, gmail, thunderbird, aol, etc), then the email is GONE. Is there a way to prevent this prom happening? Also looking
Lead Status is locked and cannot be reverted.
HI, i can only change a lead status via transitions, it cannot be reverted afterwards and I cannot change the lead status via the lead status field. i cannot find the settings to change this option, would love for some help. Thanks a lot !
Field Formula for Alphabetical fields
I have two fields I would like to merge into a formula field if field2 is not empty, otherwise put field 1 only in the formula field. Here is what I have tried so far without success: If(${Contacts.field2}!='',${Contacts.field1},${Contacts.field1}' &'${Contacts.field2})
Replacement for Call Log?
I'm looking for general high-level design ideas to replace the built-in Call Log mechanism with something simpler.
Fatal error: Uncaught Error: Class "zcrmsdk\crm\setup\restclient\ZCRMRestClient" not found
I am trying to connect zoho crm to my website to read data. I cannot get past the title error. I have installed the sdk in my folder through composer require zohocrm/php-sdk. I am also including the name space at the top of the file use zcrmsdk\crm\setup\restclient\ZCRMRestClient;.
Zoho Sign Email subject and document record
in CRM, when I send a mail merge document with Writer and Sign, the email subject of the outgoing email is still the standard Zoho Sign email subject. ZohoSign Documents record is missing
multi account login
Hi I'm working for 2 companies with 2 ZOHO accounts, how can i manage access to both accounts as well on the phone app and as on the PC? thanks, John
Validation rules for dates (after, before, other fields)
Hi All! Is there a way in which I can put in place a validation rule in a custom module, that would check that a date doesn't come before another date in the record? I want to put in place validation rules in a module with records that have 1 to 24 instalment
Due date formula
I am new to Zoho CRM and need some help with due dates. Is there any formula that you can use to automatically calculate the due date from the invoice date + a dropdown with different payment terms? Eg. Invoice date + 30 (days net) = Due date
What is most efficient way to sync new contacts from iphone into Zoho on daily basis?
iphone makes it very easy to add contacts from emails that are received but what is the solution for syncing new contact info with Zoho CRM without a full export/import migration exercise?
Who else is fed up with Zoho's API limits on ZoomInfo
I 'm a Zoho One/Enterprise CRM client. I use ZoomInfo religiously for its data. When I export 25 contact records, generally, the full 25 contacts are accepted by Zoho. If I add just one more, and my request is for 26, generally, only 1 contact is accepted
Lead Conversion - Contact with multiple owner/users
Hi, Is there a way when converting a Lead to add the owner of that Lead to the User field in Contact when the contact is already owned by someone else? For now the only option when converting is to change the contact owner.
Now, color code meetings in Zoho CRM's Calendar, list and related views (Feature released globally)
Color coding comes in handy to organize your calendar in Zoho CRM. It makes it easier for multiple sales reps in an organization to keep track of what they have in store for their week, month, and business cycle. By helping differentiate between types
Color Coding for tasks and calendar
I think it would be very helpful to be able to color code tasks and calendar events by category. You could have for example 10 different colors and the ability to assign types of events, such as meetings, sales calls, etc. their own specific colors so
Introducing Twilio, Vonage, Ezeetel, Quickbooks and 15 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 19 more extensions for Zoho CRM in the month of August 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Community Digest - August 2021
Announcements Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio Introducing new charts and additional metrics in Webform Analytics Execute automation and other processes during import Announcing Multiple Sandbox types and support
Drip campaigns - add/remove based on lead status in Zoho CRM
Hope I can explain this in an easy to understand way and if not, I apologize. So here it goes: I am looking to set up a drip campaign for leads that have not yet been contacted to go out in intervals based on the number of days after being added as a
UK Postcodes in Zoho CRM
Hello I have been working on getting postcode lookup of UK addresses into Zoho CRM for a while now, so I thought I would share with the community a solution to get verified UK addresses from a house name / house number and postcode. Firstly, this works across all modules, from custom modules, to companies, contacts etc. This is how I did it. 1. Make sure your Zoho CRM module has the following address fields. 1. House No or Name 2. Address Line 1 3. Address Line 2
Email Signature and Templates Problems - Please respond asap
Hello, We are having numerous issues with Zoho emails. 1. Signatures are not inserted into emails we send our potentials if we aren't using a pre-defined email template. We want our signatures to appear in ALL emails we send out through Zoho. How can we make this happen (and fast)? And there is no "insert signature" button we can press on the individual emails. We have to copy and paste our signature every single time. Not having signatures work unless using a template doesn't make sense.
Validation Rule is not triggered on Ajax edit (quick edit field)
Dear zoho-friends, I have a validation rule in the accounts module, that works quite well when you edit the record via the edit button for the whole record. But it does not get triggered when you just edit one field via Ajax edit (quick edit field). That's
Analysing Accounts' historical data within CRM
Hi, we have the following business use case: our B2B partners sell on our portal and we would like to trigger some actions based on their activity. E.g. we would like to receive a notification whenever the weekly sales of the given account falls by 10%
Zoho CRM functionality development
Hello everyone. So, as a part of our project, we need to add functionality to Zoho CRM, which cannot be configured with default Zoho tools and recommendations. Even support said there's no such functionality like we're looking for. We'd like our managers
DELETED CONTACT LIST
I have accidentally deleted 100 contacts by mistake and there is no clear way to recover this emails. Kindly assist with you. Your interface is also so hard to use and one has to look for content which is not such a nice thing. I am close to giving up
find duplicates by 'name'?
Hi, We wantto clean up our CRMdatabase, and we discovered a lot of records of people who are moved, and therofore there e-mail, telephone number and company had changed, I'm suprised that it isn't possible find duplicates bij Name. How can I find all duplicates when it is'n possible to find them by name?
Function-22: Automatically update field details from Contacts in Deals right at the creation stage
Welcome back, everyone! Last week, we learned how to update all member accounts simultaneously when the parent account is updated. This week, let's look at a custom function that helps you update the relevant details from contact records in deal records at the click of a button. Business scenario: The Deals module in Zoho CRM helps keep track of all your business opportunities. To ensure proper lead qualification process with all specifics, it is recommended to first create a lead, convert it into
Retroactively running new additions to workflow (triggered on record creation), for records which already existed beforehand - best methods?
So we have a workflow that's triggered on record creation, where a simple function is carried out. We've recently edited this workflow so that on top of running that function, it will now also schedule further actions after 30 days, and again at 60 days.
Home Page: Display # of Days Current Owner has Been Assigned to Deal?
We'd like to view how many days the current "Deal Owner" has been assigned to each deal, using something that can be viewed on the "Home" page. All it needs is the deal name and days assigned to current owner. Is this possible?
Commentaries
Hello, I was wondering if you could please recommend me something. In the Zoho CRM, we have the Deals module. Is it possible here for multiple users to have an interaction, to leave commentaries for a particular deal? Or just input the information in
How to tag certain customers for events
Hello, What is the best way to tag individual people in ourZoho CRM to easily contact them for smaller events? We would preferably like a custom module where we can list attendees already in thesystem and easily send email correspondance from that module.
New Fields wont show up in woo commerce plugin
So i added new fields to the Lead-layout, but they just wont show up in the zoho-feed in WooCommerce Zoho plugin.
Ninja Forms / CRM / GCLID
Has anyone successfully implement a ninja form that will pass the GCLID to CRM? I've been working with a developer and we are both at a loss. As far as I know, we've followed all of the 3rd party forms documentation. Just can't get the data to pass. As a side note, I tested with a zoho webform and I was able to make it work. I just prefer the look and feel of the Ninja Forms better and I'd like to make this work before just bailing and using a zoho webform.
Custom caller ID for Twilio integration via Phonebridge in Zoho CRM
Hello, would it be possible to support of different caller id`s? I authorised number in twilio as a caller ID and would like to add it to purchased number. But there is no setting in the phone bridge. Thank you in advance, Ivan
Show a count of new contacts this week on dashboard
For us, we only add contacts in zoho when someone has signed up. Therefore it would be great to have a display of the number of new contacts this week, and be able to see if its up / down compared to the previous period (week). I cant see a way of achieving
AI Features to Zoho CRM?
Hearing news of both SalesForce & Microsoft rolling out AI-powered features to their CRM offerings, I was wondering if Zoho had something of their own in their pipeline. Some of the most obvious items that AI could help with is 'lead scoring' & 'sales
Zoho CRM Contact photo
Is there a way of making the photo larger on a contact's page? and if not, is this in the pipeline for change?
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