Community Digest - May 2021
Announcements We are delighted to announce that Zoho CRM is HIPAA compliant now Trigger automations and other process management actions, during record import Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions, here is a list of 7
Can Zoho required fields be removed?
I'm a brand new user and while trying to customize forms I ran across a problem. The example I will use is in "Contacts". I wanted to remove one of the required fields, in this case it was duration. And I also wanted to change the time fields from mandatory to non-mandatory. I found that I was limited in that regard. I could not change what was already mandatory nor could I remove the fields Zoho had deemed necessary. My question is why and if there is anyway to change this? Thanks!
Automated Quote Follow Up
Dear All, I am trying to set up an automation for the quote follow up to the customers. I want it to get triggered when the quote status is "Waiting for Approval". I don't simply just want to set up a workflow that starts sending emails after a specific
Adding Campaign to Contacts but also want it associated to Account
Hi, I am trying to track which contact and account I have contacted via LinkedIn. Right now, I have created a new "lookup" field in Contacts to lookup Campaign. However, I cannot create a related list for Account or create a report to show which Contact
Company wide email signature
I can setup a standard signature for each user in their settings , setup/settings/personal settings, then scroll down to the signature. However, I would like everyone in the company to use the same default signature, and further, i would like to be able to change the company signature to promote whatever. So I would like to make changes that would reflect to everyone. I know I can create a template, but then everytime someone sends an email they have to choose the template, and I can't control that.
Create product subcategories
Hello, New user, we were wondering if it was possible to create Product "Subcategories", instead of creating "Product files" for each of what we do? Examples : a shoes seller selling Nike Air. Is is possible to create a Category "Nike Air", whith sub
popup alert triggered by workflow rule not a button?
Hi, I am creating a function that is triggered by a workflow rule. I want to get a popup alert when the function is done but I get this error message when I use the alert task: "'ALERT' task can be used only in on load, on validate and on change actions"
Zoho CRM with LinkedIn & Facebook
I've connected LinkedIN and Facebook with a couple of contacts in zoho. 1 - Can the search field parameters be modified as a default? I know you've seen this concern before, but in order to find anyone you have to turn off "keyword" and turn on first
How to integrate Zoho CRM with LInkedin
The instructions state if I have two users on zoho crm, I will see setup/users&permissions/profiles. I do not see Profiles! There's supposed to be a "General Permissions" box that list Social integration to check which I can't access because I don't have
Importing Opportunities to Zoho CRM
Hello, I am trying to import my company's previous records to the system. While importing Opportunities, although there is a section in my file for different "Opportunity Owner" representing each user, system automatically assing me as the owner for all
Cold Call Cycle in Zoho CRM - Marking Tasks as Complete
Hey everyone, I'm trying to set up an SDR call system in our Zoho CRM. I've just created a blueprint where all our SDR call cycles will process through. We're currently using Phoneburner as our dialing integration. When I'm assigning leads I'd like to
Zoho CRM users... What calendar do you use?
I use the calendar built into Zoho CRM. I am curious what other Zoho CRM users use for their main calendar app. I recently wrote this blog article about pros/cons of using various calendars (Outlook, Google Calendar, Zoho Calendar, etc...) with Zoho CRM.
How to link the ATTACHMENTS and EMAILS?
Hi, I hope everyone's doing great and in good health. A number of question regarding EMAILS and ATTACHMENTS. 1. Is there a way to link the ATTACHMENTS and EMAILS? Whenever we use the EMAILS, we always reattach the files that we already uploaded in
API Oauth v.2 with cURL PHP
Hi, I would like to know if first, is it possible to call this URL with cURL PHP url = https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id} &response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri} Note: I know for a fact the URL is working. If I copy and paste it in the browser, everything is fine. If it's possible, can someone tell me why my cURL call is not working and keep returning me this error Uh, oh! Server error occurred Looks like
Check for Missing Date in Formula Custom Field
I've created a custom field, 'Review Date' that I am trying to get the Formula field to check if anything has been entered and if there is, to calculate based on that field, if not, calculate based on creation date. I looked everywhere for a way to find a 'null' for a date field but couldn't find an answer. No matter what I do, I get "Incorrect data type of argument." How do I check if a date is null or not? If( Contains(${Accounts.Company Status},'Prospecting'), If( (${Accounts.Review
Add Buttons & Links to Layout Rules
It would be very helpful include Leads and Buttons in the Layout Rules. Basically, we want to hide/show buttons based on a deal's stage. Doesn't seem to be possible right now.
Linking an Image in a CRM Template Not Working
I set up a CRM template using HTML import from Campaigns. When it's being sent in CRM, the header image will need a different link each time. However, when I highlight the image and try to add a link, it gives an error that text needs to be added. There
How to change the status of an ACCOUNT(S)
I'm currently setting up the CRM for our company and I just want to know if there is a way to change a status of an ACCOUNT, the statuses are "ON GOING", "CLOSE", "PAID"... etc. Looking forward to your response.
Update the Contact with the Account Type
When viewing contacts, I want to be able to filter them by Account Type. It seems this basic function is not available? Therefore, the work around is to create a custom field on the account, which I have done and also called it Account Type. I know
Is it possible to map the Deal's name when converting a Lead?
Hi, We know we can modify how the data in a Lead is mapped when is converted to a Contact and a Deal is created. However, the name of the Deal is always the name of the Account generated. Can we use the name of another field to generate the name of the
Role Based Discounting Rights
Hi, I'm facing trouble with setting up a role-based discount limit for the users of the CRM. Though the approval process lets us define it based on few conditions along with creating new fields in the module towards the end the users still are allowed
Duplicating Accounts for Different Sales Teams
We recently acquired a small company that operates in the same sales territories as we do but with different product lines. This means they are calling on the same accounts, and potentially the same people, but I need to keep their ownership of the account/contact
Syncing Zoho Campaigns to a custom module in Zoho CRM
When setting up a Sync between Zoho Campaigns and a custom module in Zoho CRM, it seems that it is not possible to see and select a Linking Module in CRM (nor a custom view on that Linking Module) as such a custom module. Is that a bug or a feature?
Update leads field based on entered zip code
Hello, My first time coding in deluge and its...not...working. I am trying to compare the entered zip code with a list and if its on that list set the custom variable "Territory" (which is a pick list) BellevueZips = List:String(); BellevueZips = {98004,98005,98007,98008,98009,98011,98014,98015,98019,98024,98028,98029,98033,98034,98039,98041,98045,98052,98053,98065,98072,98073,98074,98075,98077,98083};
How to get current page URL of entry in Zoho CRM?
Hello, I am trying to find a solution to get the full URL of the current page of an entry in Zoho CRM? I.e. https://crm.zoho.eu/crm/org1234567890/tab/Contacts/998877665544332211 Thanks for help!
Popup asking for picklist input if boolean field is true?
In LEADS, i'd like to have a pop-up window appear requesting input for a value on a pick list field if a boolean field is selected/true. How do I do this? The boolean field is called "Made Contact with Seller" (when checked) Picklist field is "Plan for
Custom date field -- auto update with zoho.currentdate via workflow
I have created a custom date/time field "Date_Created" and I am trying to write a workflow that autopopulates with zoho.currenttime. its not working. I created a workflow to be triggered when a lead is created and custom function SetDateCreated() leadIdStr
Writer Mail Merge Custom CRM Fields
I've created a custom module (module A) with custom fields. One of those files is a multiple select lookup, which does a lookup from another custom module (module B) with custom fields. When I create a mailmerge template for Module A, it shows the ability
How do I change mouse-over information?
Hello, Screenshot is below. As you can see, there are a lot of Account Names with the same name. I'd like to make it so that, when I put my mouse over it, it displays the State instead of the website. I've been having trouble finding where to make such
Macro or Workflow Rules
If there is a scenario where we set up tasks for future dates... 1. Intro email 2. Attempt Call follow up 3. Leave voice message 4. Follow up email. ... and so on.. However, if we connect with the person at stage 2 or 3, is there a way to automatically delete open tasks with one button. Is that something that a macro can do. I know a macro can set up the tasks. Or can a blueprint process delete task?
Automating deal name on conversion
I'm trying to figure out how to automate the deal name when converting a lead to a deal. Right now when I convert a deal it automatically fills in the deal name with the lead last name. I want the format to be 'lead last name' - 'project title.' I tried
Edit email template when previewing
Is it possible to make changes to an email that has been created via a template? For example, I may want to use a template but then add a bespoke paragraph for this particular contact. I would expect to be able to do this during the preview.
Email Preview option - When is this being implemented
Hello, I just wanted to check and see when the option to Preview Email will be implemented? Any general plans on releasing this? To save time, I use merge fields for Prospects Names and Business names. I use them so I don't have to type out or copy
Preview of merged Email(s)
It would be absolutely necessary for me - to preview a merged email after the merge before sending - to check for possible problems. This is possible in almost al merge applications I use like MS-Word, Groupmail... It is extremely embarrasing when
Email Preview option
Why doesn't Zoho have the option to preview emails? I use the Merge Field Value's quite a bit so I don't have to manually type in Lead's names or Business names. If one letter is off by an accident, it throws off the Merge Field Value and I look disingenuous.
Is there any way to preview an email created by a template prior to sending?
This seems like it should be a no-brainer. On this same subject, it is possible to automatically cc the sender/owner on the email to ensure that there is tangible evidence that the email was actually sent?
Zoho CRM: No de-duplication feature
Attachment below. (I covered up the contact info and stuff) In my contacts, there are a lot of duplicates. Supposedly, there's supposed to be a de-duplication feature, but I can't seem to find it. How would I do this? Thanks.
Zoho CRM Lead Conversion Analytics
Hello, As you can see in the image below, we use the Funnel Style component in Zoho CRM Analytics to acquire Lead Conversion Percentages. However, the issue we are experiencing is that we are unable to compare Lead Conversion Percentages among our CRM
Function to copy Created Time into custom date field
Hi, I am stuck creating two functions for a single Deals workflow. Copy the Created_Time field into a custom date/time field (API name = Analytics_Reporting) when stage does not equal "Closed Won". Copy "Closed_Date" (date field) into Analytics_Reporting
update Lookup field with excel sheet
Hello, I want to use excel sheet to update lookup field. the data in the sheet matches the records-name in the connected module. but still I can't import the data, is there any conditions to fill lookup fields using excel?
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