How to track Samples, Catalogs, Direct Mail and other things sent via Postal (Snail) Mail or UPS/FedEx?
Hello Everyone! As a company making industrial products, sending samples is an important part of our business. We often engage in sending catalogs, samples, and other direct mail campaigns via USPS (aka snail mail or postal mail) or via UPS/FedEx/DHL (etc.). What is the best way to track these items in Zoho CRM? A customer could potentially be the recipient of multiple direct mailings - so a single checkbox will not work. We would like to automate some follow-up... so I would like to trigger an
Get option list using the API
Hi, My team wants to display in the frontend the list of possible options for a specific field in Zoho. Unfortunately I don't see a way with the API to get this list. In the edit fields function you can access this list using the edit properties over
different stages per Modules i.e. deals
Hello, I created different stages in different project/deal (standard Module) layouts. But unfortunately the stages changed within all project/deal layouts. Is it only possible to have the same stages within all project/deal layouts or what am I doing
Sending mass email - how to include the other CRM user?
Hi We have 2 users in the CRM. Emails are now integrated so both users can see who's sent what to who which is great. However, when 1 user selects multiple contacts and sends a mass email, theres no option to also include the other CRM user as either
Unexpected colour change of graphs
It might seem a small issue, but not knowing when your developers are going to change colours and not giving us the control over small but important details is a massive headache. We've gotten used to associating the colour in that specific chart with
Can I show a list of leads associated with an account?
I work with hospitals and with these hospitals I was able to import an extensive list of hospitals as accounts into my CRM. Each day I am receiving leads and my sales team uses the accounts as a hub for their activities. Can I show the lead(s) that are
Pipeline/Deals defaulting to wrong stage
I've set up a pipeline in the deals section, however when i apply a customer to the deal, it defaults them to deal won stage. I have a work flow which sends a thank you email at this stage, even though they havent ordered yet. How do i change this?
What does Exclude Domains actually do?
Hi Im setting up email integration in our CRM for 2 users. I want it to work so that they can see each other's correspondence to Contacts. When I set Email Sharing to Public, a warning appears telling me to add our email domain as an excluded domain for
Custom function - Blueprint
Hi, I use blueprint and I need someone to send me a custom function for auto-completing only the last open task for the lead. (not all open tasks at once). Or if that's not possible, I need a custom function for re-scheduling the last open task for the
Add Product image to Products tab in CRM
Is there a way to add an image to my product records??
The telephone bell comes from the speaker. Can't you make calls from a headset?
We use Amazon connect. I usually wait for the call to come in because it's in the way if I'm wearing a headset, but I can't set the ringer to come from the speaker and the call to come from the headset! This is a serious problem. I wonder why salesforce
Report - Account and latest note only
Hi Folks, Getting stuck on reports. All I need is a report showing the account name and ONLY the latest note added to the account. The reports I am creating keep showing all notes. Is there a way to limit it to only the latest one? Thank you, Derek
How to embed forms in a page that is 1 big form?
Ok, some context ... we are a small football (soccer) club and we use Zoho CRM to manage our membership database. I want people to be able to sign up (as leads) and then we can add them to our mailing list and target them for match day tickets sales etc. The website tool we use has an odd thing where every page is wrapped in a <form> tag ... I have no idea why and the providers don't seem too interested in removing it, but that does mean I can't embed a Zoho CRM form in a page ... I think if I use
Inventory Management / Integration with Xero
We use Xero for our accounting and plan to integrate it with Zoho very soon but I need to know how to best optimise the data on Zoho. We're a contract cleaning company and some of the contracts we have involve us supplying our customers with cleaning
Change default task priority?
In CRM, all tasks created are automatically set to high priority. Is there a way to default this to normal?
Filter deals using closing date field for current quarter
Hello, I'm trying to create custom view and to filter deals for current quarter. Is it possible? I see only "This Month" and "This Week" options Thanks
Can't Share via Cliq within CRM with a user
We use Share via Cliq a lot within CRM, and successfully share with users. However, we have a new user who we are unable to share information with. We are connected in Cliq as contacts, but he just does not appear when we search in the Users box What other settings do I need to check?
Action/Webhooks's 'URL to Notify' is not working as expected
Hello, The 'URL to Notify' field in the Webhooks doesn't accept wan't to accept whatever URL is passed to it. For example consider we have the following URL: https://test.asdftre.com/api/ , it states that it is invalid, but there is no reason for it to
Creating a new Zoho CRM instance
Hi, Our team is currently using Zoho CRM to manage sales. Recently we have been developing a new mobile application that connects to the CRM API and handles some business processes. Due to this new use case, we would like to have a production and a development
True Historical (History) Activities Listed Under CRM Accounts?
It is extremely frustrating to manage historical activities within an account record. Under "Closed Activities", there is the option to sort by "Due Date". Unfortunately, this "Due Date" only applies to "Tasks" and doesn't apply to "Events" or "Calls.
Set Task Custom Field to X if Related to a Lead
We have a custom field in our Activities / Task module called "Category". Example value would be "X" or "Y". How do we automatically set the value to "X" if the Activity or Task is related to a Lead, and to "Y" if it's related to a Deal?
Existing Contacts Through Website Form Importing to CRM
Hello, I have a form on my website that when filled out imports to Leads, and then I can convert to Contact. Each one of my records could have a project, with project details. What is Zoho's best practice for efficiently handling an existing Contact who
Limitations to amount of checkboxes
It seems as though there is a limitation to the amount of custom check-box fields, as well as other types of fields in the CRM. Is there are workaround to this? It seems even enterprise is limited in the number of check-box fields that can be created.
Calculation of custom fields in CRM reports
Hi, I would like to make calculation of my custom field positions directly in reports before I export it as Excel. Is that possible somehow? Thanks! Regards, Elias
Macro or Function: Update a field and PAUSE for 30 seconds between records?
I want to update a value in ALL of my open "Leads" with the push of a button and I need it to pause 30 seconds in between updating each record. It doesn't matter which field is updated i just need it to update each record so that a workflow will be
Setting up and Cold Calling Leads with more than 2 phone numbers?
We are cold calling people. When a lead comes in it has a list of 1-12 possible phone numbers that might work for that lead. Our leads utilize the built-in "Mobile" and "Phone" fields along with 10 custom phone number fields. We have to manually dial
Phonebridge transfer call to colleague
Hi Zoho, The phonebridge connector works wonderfully within Zoho CRM. There is only one reason why I can't use it in our company. And that beacuse it isn't possible to transfer a call to another person within our company. This is a basic feature with
Zoho CRM printing date in wrong format when passing data from WordPress Gravity Form
Hi there, I currently have a WordPress Gravity Form with the Zoho CRM add-on enabled. I have a hidden field on the Gravity Form set to print the {dd/mm/yy} date format at the time of the form submission. I have mapped this form entry to create a lead profile and print this data in Zoho CRM. The integration is working fine, however, the date is registered in the {mm/dd/yy} format inside Zoho CRM, even though the Gravity Form is registering the form submission in the {dd/mm/yy} format. I've checked
Call Transfer Solution
Hi everyone! Given it doesn't look like Zoho will be including "call transfer" in their phonebridge system any time soon, I was wondering if anyone has had any success finding a work around to this issue?
Can I get the current logged in Zoho User Details?
Hi, I am developing a C#.Net Sales Board and need to know the salesperson currently logged in when they view the board site to retrieve their ID, team, and other custom fields from their CRM user module. I have successfully setup my .Net app to connect
Email Open Timestamps
Hello, I'd like to ask how can we get the Email Open Timestamps in the reporting rather than the open counts? Or can we get the corresponding timestamp on each specific email open? Similar to the email click reports where we get the Clicked time. Hoping
"OR" function for filtering
Is it possible to filter records using an "OR" command? For example, State - Doesn't Contain - Michigan OR Ohio Thanks!
App Spotlight: WhatsApp Web for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. WhatsApp Web for Zoho CRM The extension integrates WhatsApp with Zoho CRM to allow you to send and receive WhatsApp messages right from
Value is empty and 'get' function cannot be applied Line Number:11
Hi Everyone, I wrote a custom code to check if leads are referred and to check if the client who referred the lead exist, i had used single line field to check who is the client who has referred. everything was working fine with the code after i used
List view in Zoho CRM gets a new look
Hello everyone, In today's post, we will give you some insight on Zoho CRM's Canvas View. The Canvas View lets you choose a personalized way of displaying the records. You have been able to swap between the List view and Kanban view as and when required,
ISSUE With this update....Refresh Page Or View After Workflow-Triggered Rule
Doesnt seem to work on all edit triggered workflows.
Zoho Workdrive folder linked as attachment to a Deal Record using Function
Hello, I am trying to see if there is a function using which I can reference a Zoho Workdrive folder in Attachments section of a particular deal. Please refer to this article. https://help.zoho.com/portal/en/kb/crm/manage-crm-data/attachments-and-notes/articles/attach-files-workdrive#Sharing_documents_through_WorkDrive
Button to convert from custom module to Account or Lead
We have created a module ( named ICAP) that we have saved a list of companies that we did not want to save in leads or accounts. How can we create a button - convert to account? - so that we can turn the record into a company whenever needed .. it
Increase the maximum number of records in getRecords method?
Right now we are only able to obtain 200 records from any module using getRecords. Reading through the forum I see there used to be a getAllRecords method, but that is not in the documentation anymore. We would like to be able to specify, say, fromIndex = 1, toIndex = 1000. Is this possible?
Automate birthday wishes in CRM
L.S. Is it possible to automate sending birthday wishes (with mail template) based on date in "birthday field" in student profile/registration in Zoho-CRM? Thanks in advance for any tips.
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