Button Invoke url to Zoho forms and prepopulated answer
Hi, I have a button in CRM Deals module to invoke a Form in Zoho Forms. When I click this button, I go to the form, but what I would like to do is that this form automatically prepopulate the answers from the Deal. How should I edit the url to get this?
Custom function to delete imported leads by title
Hi, I'm importing leads from Zoominfo and despite my efforts, Zoominfo is including some titles that I would not count as leads. I can easily delete these records manually by filtering by title, but there are a few titles that come up consistently and
Autodial via Campaign Automation
Is there an app where I can create a Workflow Automation and have one of the Actions be a phone call to the customer AND the business to connect via phone? I know there's an SMS action, but I'm looking for a way to essentially schedule an automatic phone
Designate a custom field in CONTACT or ACCOUNT Modules as the Zoho CRM Field for Forms?
I am trying to build a form that will create new accounts with a unique client number that we can append for each service engagement with that client. Example: We engage John Smith as a new client. We create his account with unique client number 19999.
Duplicate Emails appearing in CRM
I have a problem where we have multiple people sharing a common account in Microsoft Exchange in the Cloud so they all see the same inbox, sent items, etc. We are using IMAP integration. So far we have we have 2 people connected with Office 365 and 1
how can I chang the primary contact for a deal?
I have associated multiple contacts with my deals. When I look at the "deals kanban" view I can only see the first contact associated with that deal. In my deals pipeline I frequently get in contact with someone from a company, but later someone else
Automated Follow Up Emails to Contacts
I need to set up automated emails to contacts within an account (which I changed the label to Prospects). The need is to send a general email template to any contact within an account (Prospect) if their hasn't been any new tasks modified in xx days.
Email follow-up, automated task
What's the best way to create a follow-up task when an email is sent to a contact? I want to make sure that our sales team remember to follow up on every email. Can a workflow with create a task based on "last Activity" be used? And what does "last activity"
Automatic email follow-up workflow
I have an email that is sent to all clients every month to book a meeting. We have a field option that is called "Client" and if it is set to "Yes" then we will mass email them through the Contacts module. We then 24 hours later review the "Sent Email Status" Report to see who didn't open it. If they didn't open it we then mass email those people with a 24hr email template. We repeat the above steps for 48hrs and 72 hrs. This is always done at the first of every month. How do I automate it? All
Can you do NTLM Authentication in a deluge function?
I have a connection to a NTLM Authenticated server, and we are attempting to do the NTLM authentication viaa function. Our efforts have not been successful. Any insight or advice? Maurice Simpkins
Zoho CRM: Find first available date
Hello everyone! I'm trying to set up a function or (work)flow where I can easily find a series of available calendar dates. Example: For a client I need to schedule 12 consecutive dates with, preferable, 1 week in between dates. I have tried creating
copy Lead-source to Opportunity
Hello, I would like to take over the lead source from the account when creating an opportunity. How can I do this?
Checking the emails sent via workflows
Dear community, I have a few workflows that send an e-mail to the end-users. The issue is that sometimes these workflows fail to send the e-mail. I'd like to have a way to check if the e-mails were sent or not (in a massive way, without having to enter
What permissions are required to Manage Columns in a View?
Custom Function
I am a novice with deluge ... we have a custom function setup to convert from lead to account. In that custom function is the instruction to move notes from the lead to the deal. What is wrong with our code causing the notes fall off in the conversion
Importing contacts and accounts at the same time
Hi I would like to know is there any way to import accounts while importing contacts at the same time? Even I set up the necessary fields for account module, it doesn't map when I import the contacts ?
Zoho Finance Bug: CRM Product Details Business Card: Zoho Finance Information does not show even though it's an available option
With CRM / Zoho Finance integration you can see the product quantity in stock, ordered and in demand on the product details page if you scroll down to that section. However if you try to add these fields to the "Business Card" layout which shows at the
Automatically creating a Meeting with a Workflow
Hi community! I have a Date/Time field in Leads called 'Meeting Date'. When a user edits this to contain a value, I would like to automatically create a Meeting assigned to the Lead. The Lead Owner should be the Host of the Meeting and the 'Meeting Date'
Deleting Products
I need to be able to mass delete products that have been tied to quotes, sales orders etc, but are old and not used any more. How can I do this or mass disassociate them in order to delete them out of the database so that it isn't so cluttered by old products? Or, how do I make it so that Inactive Products do not come up in product searches?
Automatically fill a Deal field with a Zoho Form link
Hello Zoho Nation, I want to fill a Deal field with a Zoho Form link automatically. Here are the steps. We have a Deals email template that contains a link to Zoho Forms. When a new deal is created, the email is automatically sent to a technician on our
Querying related list via REST API in custom module fails
I have a couple of related modules with API names "foo" and "bar". now there is a relation between the two, bar has a lookup field pointing to foo. trying to query the related list of foo record id 1234 via REST fails: /crm/v2.1/foo/12345/bar/ /crm/v2.1/foo/1234/bar/5678
Zoho CRM Org Variable not up to date on zoho.crm.getOrgVariable call
Hi, I have encountered a fundamental problem when updating an org variable and getting it back using zoho.crm.getOrgVariable. I have this code: Invoice_Test_Var = zoho.crm.getOrgVariable("Invoice_Test_Var").toLong(); valueMap = Map(); valueMap.put("apiname","Invoice_Test_Var");
Zoho Customisation for Travel & Tourism Company
Hi, How many Travel & Tourism agencies are using customised version of Zoho . We are planning to use Zoho and please let me know who will be able to offer a customised zoho crm including books, campaigns, sales iq etc We deal with Flight tickets, Accommodation,
Dependency mapping field option not showing
None of my modules have the option to add field dependency mapping. I have tried it in several modules (Accounts, Deals, Contacts, Leads, etc) and I have double checked that I have two picklists that are not system required. Any ideas?
Workflows issue
Dear community anyone else facing issues with the workflows since yesterday? In my side, they are being triggered without any logic. Also, my integration with Zoho Forms isn't working (I send a forms to my end-users with the CRM data on it, the CRM data
Connecting Outlook calendar to Zoho CRM
Hi, I would like to connect Zoho CRM to my Outlook calendar (we use Outlook 365), so that if a meeting in the Outlook calendar is placed, it will show up in the Open Activities section of a contact in Zoho CRM? Is this possible? Best regards, M
Last interaction date - what's the status of this feature?
These days, most people would agree that the core feature of any CRM or relationship management system is to keep track of when the last interaction happened to keep in touch with leads as they get ready to buy. It's an abundant feature in CRMs and I
Unable to save comment for CRM case
Hi I am unable to save the comment for a CRM case. Please find the attached screenshot. Normally when I click Save, the comment will get saved and the Save Cancel button will disappear. But now when I click save nothing happens. Cheers -Jag
Worst support ever!
Hi, I just wanted to share my experience with the Zoho Support. I subscribed to Zoho CRM Plus, but after the first month I found out that I should use another e-mail address with domain mapping etc., so that my company is better integrated. I asked the
Deciding how excel files get imported. What info goes where. Possible?
I have a long excel file of Customer information. Names address email etc. About 1,800. When I import a list into CRM is there a way to tell it to put the names into contacts and business names into Accounts? Or anyway to customize the import which
Picklist Dependencies between different modules (e.g. Leads and Calls)
Hi, I like to create dependencies between picklists from the leads module and the calls module. For example if the "Lead Source" field in leads is "Social Media" then there are only certain values available as "Call Purpose" in the calls module. Another
10 Common Zoho CRM Mistakes and How to Avoid Them?
The customer relationship management systems have been helping many businesses grow by streamlining the entire sales process. However, the most important requisite for the CRM structure to perform well is a successful deployment of the system. There are
Firefox 4 issues
Good afternoon, It seems there are a few bugs and glitches when using Zoho CRM with the new Firefox 4 release. Two I have are:- i) trying to send an email to a new lead sometimes works but sometimes returns an unusable email screen. Basically you have
I can't assign leads coming from facebook to users
Hello Guys, I have created an automation rule that any lead that is created automatically assigned to the 2 sales agents I have, however each time a lead comes from Facebook it comes under my name as a Lead Owner and not assigned to any of them
How do you associate a lead with a territory?
Hi guys, I don't see an option to associate a lead with a territory. There are options for contacts, accounts and potentials but not for leads. Is there a rationale behind this? I also note that there is no capacity to mass assign Contacts or Potentials
I want to update a file upload field in a custom module under CRM from Zoho Creator application deluge script, How can I do that?
I have a custom Module named "Module A", for whcih I am pushing data from a creator application. I want to update a file Upload field under the CRM custom module from Creator aplication's Custom functions/deluge script. I am able to create/update all
Latest Releases and Updates in Zoho CRM
Zoho Corporation has come up with a number of updates in the Zoho CRM platform just like each year. These new updates are expected to continue helping users seamlessly run their business operations with the new technologies. In the blog, we will have
Auto Save
Zoho, I found out the hard way during a training today that no matter what Module you are working in and creating an account or a Potential should you Navigate away by clicking on another module the system will not warn you that you have un-saved data. At minimum it should at least warn you that you are leaving this page. Just like what is done during the editing of a form. This should be standard in any CRM. Can this be fixed? Thanks John
ZOHO CRM - Creator link
Hello, We use a custom made application in ZOHO CREATOR for visit reports when visiting customers. Our CREATOR is linked to CRM. Whenever we create a visit report, this report is visible on the creator app but also on an account in ZOHO CRM on the computer
Check-in icon missing with accounts
Hi, Is it me or has the check-in icon been removed in accounts? When I'm in the contacts section I can see it. Regards, Sjoerd
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