How to convert and email address into an account/company name
I have imported my contacts and a high percentage of them have been left without an account/company name. Am wondering if there is a way i can extract the domain from the email address, match it against the domain on the account and then populate the
add a property to users that was there and got deleted before
Hello, In zoho crm, I had a field for users that was called 'Firm', and it was deleted, then I currently want to add a 'Firm' field again to the users, but when I try to create it I get a message Duplicate field label found. Enter a unique label. but
Tying two leads from the same company together
Is there a way to tie two leads from the same company together so that if one converts they're both turned into contacts?
Zoho CRM: Can I make My Accounts visible to all organization members
Folks, I'm a Super Admin member, and would like to let all my account list visible to my sales team (aprox. 3.000 accounts), so they don't need to create this accounts again. I couldn't find a way to do so. Any tip, please? tks!!
Adding geolocation to an Account Billing or Shipping address
Hello, We plan to share some accounts, with the logictics, and one request is be to share the geolocation of our client : latitude and longitude. I couldn't find a way from inside the CRM how to find or calculate these coordinates. I guess external service could be used, and data updated when adding or editing an Account. What service do you use to get gelocation from an address saved in the CRM ? Do you have any suggestions ? Thanks !
How to create a new Deal from workflow
Hi, Is it possible to automatically create a new Deal for a particular customer after it's current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals every time after the job has been completed.
Unable to create command center transition or actions
I've tried to create multiple journeys inside the command center but keep getting an "INVALID MODULE" error each time. It doesn't matter what Module I use, and it does not matter what the transition is. I get this error each time: {"code":"INVALID_MODULE","details":{},"message":"the
Why Can't I see 'All Emails' from all users at the contact level?
I am unable to see all the email history at the contact level within ZoHo CRM. This function wants me to select a specific user within my company to see his/hers email only. This does not help with quickly seeing a 'Snapshot' of all the email history
Export a Quote in Google Docs
Hello community, Has anyone managed to export a Quote into Google Docs with line items? We have managed to this via Zapier, but it is not the best. Do you know of any other solutions? Ideally we have templates in Google Docs and the export should get
How to manage complaints in CRM
Hello I'm new to Zoho and am looking at how I can manage our complaints process in Zoho. Complaints are mainly external and depending on the nature of the complaint, they have different resolution dates. I'm currently using an Excel spreadsheet as the
Managing Duplicated Calls from PhoneBridge
We have connected our VOIP provider, VoIPstudio, to Zoho via Phonebridge. In general, it's working out very well. The features are killer for us. Well done on the integration. One issue that I've noticed, however, is that when our customer service line
Emailing a quote via email (from the quote detail screen) does not trigger outgoing email workflow
I have set up a workflow that executes a function each time an outgoing email is sent to a contact. The workflow is triggered when sending an email to contact (and it passes the contact id to the function), but it is not triggered when I try to send a
Formula Field on Sales Order Product Detail
We have a need to add a calculated field at the product line item detail on the sales order. This is an internal field that doesn't need to be exposed to the customer. We have a number field on the each product called "factor". When it is added to a
Email Insights - Differentiating between who opened the email
Hi, When sending an email from Zoho CRM, if it is being sent by my employee to a prospect and he bcc's me, when I open it, does it show the status as opened? What we are really interested in is if the prospect opened the email. Thoughts? Thank you, Tony
Sync- CRM to Desk not pulling properly
Hello, I'm having an issue trying to get a certain sync to happen between CRM and Desk - CRM> Contacts> this area displays the First Name, Last Name, and Contact name. The Last Name is pulling in the full customer name and I have already updated the
Automatically populate image with through Zoho Forms or Attachment?
Hi everyone, Currently, to add a photo to a record, you can only upload a local file for that. https://www.zoho.com/crm/help/customization/add-photo.html Is there a way to either be able to select an attachment as the image or to automatically populate
how do i turn off ip restricted access
I seem to have ip restricted access turned on and i dont know how to turn it off. Please help because my api's wont work. i dont want restricted ip anymore
Lookup field, autocomplete view showing only primary field value
How do I change what value that the Lookup field shows in the autocomplete view? As far as I can see only the Lookup Module's primary field is displayed, and there is no way to change it. Currently I'm testing Zoho CRM for a klient and trying to make
Bug Report (and work around) - Zoho CRM mail merge - "Unable to pull records from your data source"
After many frustrating months I have today finally identified a bug that has been causing errors in Zoho CRM mail merge. When you are in Zoho CRM and select (using tick boxes on left) a list of records - and then click the mail merge button.,,, it opens
Hit rule doesn't apply
Hello I'm wondering why the territory of the Hit Rule is not applying (changed name of Deals module to Hits module) is it a mix-up with account vs hit rule ? We use a field in HITS Module "Hit Type" that should put the correct territory to the hit example:
Report current quantity in all quotes
In our Deals (Potential) we issue Quotes for Products. I need to generate a report that shows me how many of each product is currently out on quote. I cannot seem to find a way to produce a report that shows the correct total if there are multiple units
Dependency field mapping unavailable
Hello, I am trying to use the map field dependency feature but it does not show up in the setup options for any of my modules. I have tried adding brand new pick lists as a test to make sure they were not previously mapped, and they are not system-required
Fee to Use Zoho CRM
What level of service do I have to pay for to use CRM?
How can I automatically change lead status when I send them an e-mail?
Hi! I've just started using ZOHO CRM, and I would like it to automatically change lead status when I send them an e-mail. How can I do that? I've looked a setting up macros, but then I have to run the macro every time I send an mail, and that's not useful.
Change lead status when email or call is initiated
I'm new to Zoho and trying to configure it to work with our sales process. As new leads come in, I put them into the "Not Contacted" status. I'd like to updated the leads status to "Attempted to Contact" automatically as soon as my sales rep initiates
JotForm - Zoho CRM integration for Calls
Hello! New to Zoho here. What I'm trying to achieve is to schedule a Call in Zoho CRM from JotForm's Appointment widget. First attempt: I tried with the Zoho CRM integration inside JotForm to send the field information to the Call module. Created a separate
Show data from Zoho CRM on external website
We have a portal for our company set up on a website. Here out clients can login and get different kind of information, downloads etc. - Fairly simple. We also want them to be able to see simple info from our Zoho CRM like number of new leads etc. Does
How can I use a lookup field to lookup data in 2 different modules?
I have two modules "contacts" and "agents". I have a lookup field named "referred by" which could be either a contact from the "contacts" module or a contact in the "agents" module. Is there a way for me to have the lookup field look in both modules?
Community Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users of
Export Quote as XML file
Hi, We are considering using Zoho Quotes. Currently the only options for producing the quote is to produce a PDF, print or email with PDF attachment. We would like to option to produce an XML file and save it to a file folder. This will allow us to
Get records in ascending order of modified date
Hi, I am using below URL for getting Accounts records "/crm/v2.1/Accounts?sort_order=asc&sort_by=Modified_Time" I am also setting a "If-Modified-Since" header to get records modified after the specified date. But I am getting older new modified date
Issue with Read Related List Email Content Using Deluge
Hi Team, I am trying to read all the associated Emails from the Zoho CRM Contacts. I am using to read the Email List using the below API. https://crm.zoho.com/crm/v2/Contacts/4717204000004249076/Emails?type=5 I got all the emails(Sent from CRM and IMAP
Copy Info from Zoho CRM Subform Row to create a rercord in Zoho CRM Custom Module
Hi, I currently have a Zoho Form with Subforms passing on its data to Zoho CRM Contacts module with subforms. The issue I am battling with is how to Copy Information from the Zoho CRM Subform copy it into a new record in the Zoho CRM Custom module I
Error message function 'Value is empty and 'tolong' function cannot be applied at line Number 7'
My workflow (see attachment) is triggered as soon as the expected weekly turnover is changed in the companies module to an amount higher than 0. After that, a function (see attachment) must ensure that this amount is copied to the registrations module.
Custom function - Send email daily on specific status
HI, Since we cannot having a workflow rules occuring every day, we would like to create a custom function sending a template email to the prospect owner if the status of this prospect stayed at "Not Contacted" after 24 hours. We want this email to keep
Custom Function to get Time Zone from Google Cloud
Guys, wanted to post what I had to do to get my time zone filed (custom field in my leads module) to go out and get the timezone based on the zip code of the lead. 1 Create a Google Cloud Account 2 Create an API Key and also make sure API functions for geocode and timezone is added to your account 3 Create a new custom function with 2 params: leadid (string) zip (string 4 Look up the ZOHO API object names (2nd column) in zoho, using these links below, note the names as you will put those in step
You can't change the color of zoho-created charts
It's one thing that you can't change the colors of the bars in a chart you create in Reports or Dashboards. That is weak - every other data visualization app allows for that. It's another thing to do what is shown in the screenshot I attached - two components
Reminder even after Due date
It's noted that the reminder does not happen after the Due date is crossed even though the task is not completed yet.. I think it's essential that the reminder still works & it shows as "overdue" Kindly activate this feature urgently else essential tasks would get missed. Await your actions. Thanks, Deepak
Set Quote Expiration date to be 30 days from create date
I would like to setup the Valid Till field for quotes to be 30 days from quote created date or the date entered manually. Is this possible with tools available in CRM?
How do I delete child records in Deluge?
I'm trying to use the sample code at https://www.zoho.com/deluge/help/data-access/delete-records.html to delete child records when the parent is deleted. The parent module is System_Summary and the child module is System_Summary. Here is my code: subforms_ids
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