A new Dashboard component in Zoho CRM - Zone Analysis
Hello everyone, Zoho CRM introduces a new dashboard component called "Zone Analysis" to provide more detailed analytical insights of business data. Zone analysis distributes the data into different zones which are created by taking the parameters in
how to get contact ID for custom function
I am going to create a button that call API from our app (3rd api). I want to pass contact Id and user email as params. I define my custom function as shown : contDetails = zoho.crm.getRecordById("Contacts",input.contactId.toLong()); paramsToPass = Map();
how to get PDF file from read stream end point
my webapp I create read stream endpoint url and use it in this custom function contDetails = zoho.crm.getRecordById("Contacts",contactId.toLong()); header_data = Map(); header_data.put("Content-Type","application/pdf"); file_object = invokeurl [ url
CRM Document (.docx) creation using Writer API
Hi! friends I need your help with the following: 1) I have a custom module where I store sales info. 2) I have in "Writer" a document template that uses fields from this custom module that can be merged but it needs "time" to be run. 3) So I want to have
Is there a way to globally rename "Account" to "Business"?
I know it's kind of nitpicky, but I just prefer to reference Contacts by their Business rather than "Account". Is the terminology set in stone or is there someway I can rename the "Account" module to be "Business" and "Businesses"?
Any way to adjust width of stages in Kanban view on Zoho CRM?
This feature is available in Bigin so I'd assume it'd be available in the superior Zoho CRM product right? Doesn't seem like there is the custom canvas view for Kanban boards but I'd really prefer to not create an entire new layout anyway. Just need
Fields not syncing on Lead Convert
I have a field called 'Website' in Leads and the same named field in 'Contacts'. However when I convert a lead to a contact the info inside the 'Website' field does not show up in the Contact that is created. What can I do to make sure the field is transferred?
Zoho Finance Limitations 2.0 #16: Can’t get the associated CRM Record Id of a Sales Order from Books when using Zoho Finance (CRM / Books integration)
If a Sales Order is created in CRM you can leave a note on the record or add tasks within the CRM. But if we use Zoho Finance (CRM / Books integration) how can we get that CRM record id from within Books? Standard CRM Scenario (without Zoho Finance Integration)
Data Sharing Rules Without Related Lists
Hello all, I have a questions to which I cannot seem to find an answer. It is not really clear to me what data will be shared under which option when using data sharing rules. 1. Default organisation settings - you can set to private, public read only,
Way to add title to Link (URL) attachment?
Hello, I'm trying to use the "Link (URL)" attachment type from the "Attachments" related list function in my Zoho docs - deals, etc. But I'm trying to link to docs that are in Sharepoint. When I do this, the link description comes in as "Untitled," presumably
API endpoint for Azure functions
Since I can't get a response from Zoho support, I thought I would try the community. I have an Azure Function that will run on a time interval and push leads to CRM. I don't have a URL as it is not browser based so I thought the non-browser option fit
Difference between Accounts and Contacts modules
What is difference between Contacts and Accounts in terms of module specifications? (I understand emails can be sent using Contacts only) Does anyone know if there are there any other unique/module-specific features?
Implementing Extension's Widget action for Workflow rules, But custom function is not called. Not worked
Hi, I cannot make our test Custom action widget in one of our CRM Extension (Sigma) to execute in workflow rules a widget to Zoho CRM. I followed your docs, guides on how to create a custom action with custom widget, custom function, current I am just
incoming calls from phone system don't get assigned their allready existing contact
I have phone calls logged under activity with the syntax 'Created Inbound Call from 0xxxxxxxx to 1000' All I want, is that IF that phone ALREADY exists under a contact - it will appear under the field 'contact name' even better - that that call will appear under the contact as call event, automatically. It is impossible to receive a solution from zoho support - they simply either don't understand what I want, or ignore what I write in my messages. very frustrating. were still in the process of testing
How make CRM Outgoing Call using Cell with Twilio
Hi, could be a simple question but I couldn't find the answer so asking here. As a salesperson, I often need to call leads on the road and prefer to have the call go via my work number. Am I able to make an outgoing call from my cell via Zoho using Twilio,
Automatic Syncing Of Google Tasks
I want to be able to automatically sync the tasks in my CRM with Google Apps tasks. I know you can export tasks but I have numerous workflow automations set up that create tasks based on various triggers. These tasks are not showing up in my Google tasks
API notification for Candidates data changing
Hi. I'm trying to setting the API notification to a custom url on candidate data changing following this guide: https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html In my request body I put this: { "watch": [ { "channel_id": "1000000012345",
IMAP mail through Zoho CRM (not Zoho Mail)
Ok this may be a stupid question but I can’t find the answer. I have setup my email through Zoho. I’m not changing the MX records, etc. from my registar…I just entered in my IMAP, username and p/w into Zoho…and it works. I can go to a contact…click
How to get Contact Role Name via api 2.0
HI! How can I get Contact Role Names via api 2.0? Or list of Contact roles? I made request for getting contacts roles from deal: https://www.zohoapis.com/crm/v2/Deals/3607109000000187067/Contact_Roles But I see Id of Contact Role without Name (e.x. Developer/Evaluator or Decision Maker)
Canvas for CRM Calendar
Hi, My producers have been begging for color coded meetings based on the location field (FYI we have a custom location field because we have branch offices and no one ever types something the same, so we created a picklist). I could see how the new CRM
Is it possible to add a second page with Attachment file content in Inventory Templates?
Sometimes our Inventory Template needs to have 2 pages and the second page will be uploaded as an attachment to the record. I would like to add a file from "Attachments" to the Inventory Template as the second page. Is it possible to do it?
Scoring Rules - Word of the day #49
Scoring rules help you prioritize leads, contacts, accounts, and deals based on record properties like fields, and customer touch points such as calls, emails, social signals, etc. You can assign positive and negative points to each property while defining a scoring rule. These individual points add up dynamically to a total score when a record is created or modified. Here's a knowledge-base article on setting up Scoring Rules. Check this quick video on the Scoring Rules. Previous 'Word of the Day':
Function-7: Add Country codes to contact numbers.
Welcome back everyone! Last week, we learnt how tosum up the total across multiple quotes associated to a deal. This week, let's look at a custom function that allows you to add the country codes to mobile numbers that makes it convenient to make calls directly from CRM. Business scenario: Web forms is one of the easiest ways to generate leads in most organizations. Be it an access form that lets prospects watch an on-demand webinar, or a 'Contact us' form that a prospect fills out to reach you,
Can I recover the info of a field filled in Leads but is not in Contact or Account?
By mistake, I didn't notice that a field from Leads was not in Contacts nor Accounts, so I'm afraid I could have lost that info, and, well the Lead information is no available anymore :( Help, please!
Clickable Lead Link in CRM Email Template
I have a email template that alerts users of leads with a certain field value. I need to make a link in the email template that the user can click to open the lead. I can't seem to figure out (or remember) the correct way to do this. I've tried First,
Pipeline By Stage
How can I add the dollar amounts to the pipeline by stage funnel dashboard, and more importantly add the TOTAL of the pipeline somewhere on that dashboard funnel chart? I don't want to have to get out a calculator to figure it out every time I look at
CUSTOM BUTTOM ALERT ZOHOCRM
I'm creating a custom button. the function of this button is to check if email in Leads and Contacts has been filled. As far as I know Alert function can only be used in Validation Rule in ZohoCRM Is there any work around? Thank you for helping
Convert Standard Lead to a Custom Contact
Hi, I'm creating a CRM for a solicitor firm I'm working with. They have multiple departments with very different information requirements. I'm able to map custom leads from the various department specific website forms through Zapier. The problem I have
How do I switch Super Admin Users in Zoho CRM
Hi How do I switch Super Admin Users in Zoho CRM? I found this link and did it - https://www.zoho.com/mail/help/adminconsole/roles-privileges.html I have now switched the Superadmin level here - but the Superadmin has not changed in Zoho CRM and I cannot
Archived contacts?
Hello. I need to set some contacts as archived to not visible by searching, list of contacts in account etc. How can I do that?
Too many saved custom filters
I recently had a user who creates and saves many filters across many custom views point out that there appears to be an invisible cap on the number of filters you are allowed to save. If a user creates and saves more than X custom filters, they will not
Recalculate aggregated stock
Hi, I was wondering if it's possible to create a field that based on a list of related products, calculate the cumulative sum of all the products stock. For example: If I have a list of car brands, such as Ford, Chevy or Toyota, and I want to aggregate
email template user
I created an email template for a workflow to send a form letter to new contacts. I put in user.First Name; user.Last Name and user.Signature so that each email would be signed by the person who added the contact. When I tested it myself, it worked fine
Send Invoice by email on workflow trigger
Is is possible to send an invoice by email when an invoice field is updated with a workflow trigger? Chris
Spotlight #5 Enrich your data from emails efficiently with Zia
Zia is Zoho's AI powered assistant that with high precision, recommends insightful suggestions to automate redundant tasks. Do you still spend time replicating the details from your email to the CRM account? If so, read on, as this spotlight series discusses
CRM CHROME ESTENSION FOR GMAIL
Hi, I would like to change the set up of the modules that are active in the extension immediately after creating a contact. Currently the modules that are activated in my extension are: info - activities - campaign. Does anyone know the procedure? Best
Gmail integration (not for free edition?)
I a beginner to ZoHo, but very familiar with salesforce.com. Is there a way to get gmails integrated into ZoHo? Is that feature only available with a paid subscription?
Setting Notes to View Recent First permanently
Is there a way for me to set up CRM notes to be view most recent at the top permanently? I hate having to select recent first every time I bring up a client.
Color Coded Labels
Zoho is far behind when it comes to the aesthetics part. Although Zoho Suite is super powerful and loaded with features yet the overall suite lacks the UX Touch. It kind of looks archaic. Hubspot, Pipedrive, Freshteam - all of them have realized that
API for a third party database
Hi there! I'm interested to find out if anyone has implemented an API solution that connects Zoho CRM to a third party database which allows them to display the records in the database as a dropdown list and then once an option is selected be able pull
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