Sync Data from ZOHO CRM to ZOHO Writer
How do I sync data from CRM to Writer? Like maybe, auto populate fields in the writer with client's name, etc from ZOHO CRM? and maybe from Bigin as well
Unable to get Related records from Custom Modules
When I try to do resp = zoho.crm.getRelatedRecords("custommodule3", "Leads", "1280922000001794916", 1, 3); I get {"4401":"Unable to populate data, please check if mandatory value is entered correctly."} When I try resp = zoho.crm.getRecordById("custommodule3",
Allow multiple booking on Zoho CRM Calendar Booking
On the Calendar Booking, I would like to offer the option to our clients to book the same meeting (on the same time slot.) In the "Manage Calendar Booking" -> "Edit" -> "Advanced Settings" I select at "Maximum no-of meetings on same time slot" a multiple
Return pop-up from button blocked
I have a button on a create view that has worked consistently for quite a while. All of a sudden, it is opening a new tab in the browser with the message about:blank#blocked rather than giving the return value. When tried from the function editor, it
Complete Sales Activities On the Go with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Why are we capped at 5 saved filters per view in the CRM?
We have accounts in about 20 industry categories. We'd like to have saved filters for each of those. But Zoho caps the number of saved filters for any given view at 5. The Zoho-suggested "hack" to create even more views, each of which would hold a maximum
Map Point Territory Management
Hi, My team want to have a way of seeing all their customers on a map, and being able to segment up geographic areas to form territories. They have previously done this sort of thing with MapPoint which makes it a 15 minute task instead of several hours.
Zoho CRM and Quickbooks online integration
Hi all. I am an IT consultant and developer and just started using Zoho CRM and I like it a lot. I noticed some random requests for QB Online integration. I have seen many of my clients migrate from the desktop to the cloud for QB and I have as well. Are there any plans to connect these two? Right now, I enter estimates into both systems, Zoho to track prospects and QBO so I can send estimates and convert it directly to an invoice when I win a bid. I would love to do this in one place, not to mention
WANTED workflow RULES to trigger EVENTS
This has been requested several times in the forums but I figure I will give it one more shot. We constantly setup appointments for leads and have created a field "Appointment Date and Time". Once we fill this field, the system should be able (on value not emtpy) trigger an event for the record's owner with the appropriate date and time. This way the calendar could be filled automatically and replicated to Google. Yes, we know we can save the record and create a new event activity, but why have to
SLA - Zoho CRM
Hello, I have a question about the SLA in Zoho CRM. Can we put an antomatic task when the SLA is finish? Thank you
How to send email to contacts filtered by one account field
Hello, We want to send email from the CRM to contacts, using a complex request. I can't seem to be able to find an easy way. From the CRM contact Module, I should be able to select contact using contacts fields but also one field belonging to their Account. I can't find a way to add a related module in the (left column) search, or is it ? O can I make the selection another way ? Then, once we have the list of contacts, we should be able to check the one we need, and click on the Send Email in the
No 'Aswer' button visible with Twilio & Zoho
My calls from Twilio are directed into Zoho CRM and are intermittently working. Occasionally I get the pop up to say somebody is calling, but there is no 'Answer' button and sometimes the calling box shrinks to just display "Calling..." which remains
How to add a user filter to a CRM Dashboard Report?
I've prepared a dashboard report as seen in attahment. The report compares the task, meeting, call and deal counts depending on the months. I want to add a user filter to the Dashboard to filter the chart depending on the sales persons. In this way,
Subform - resize column width to fit my selections
Hello I am using the Subform and have two columns. One for a date and the other for a multi-line. I would like for the date column to stay in the first section however I would like the multi-line field to expand the rest of the sections so I can obtain
API issues still
Is anyone else having issues with the https://www.zohoapis.eu/crm/v2/Leads timing out. apparently its been fixed but still having issues.
Global Company changing Data Centers to comply to GDPR
For companies that have offices in other countries, ie: US and EU, how are you dealing with GDPR? I was told best way was to change data centers to EU. I believe that means I need to change my .com system to .eu and create a new billing location. Can
Easily Edit Report Results like in Zoho Sheet View?
I love using Zoho Sheet view to update records directly on the CRM instead of importing/exporting/all those extra steps. However, I often find the data that I'm looking to work with on the Reports feature. Is there some way that I can generate a report
Recommended Method for Adding Social Fields to Leads / Contacts?
Hi, all. I want to add fields for LinkedIn, Instagram, and YouTube to my Leads and Contacts modules. Should I create URL fields, text fields, or something else? Ideally, these fields would function as the Twitter and Facebook fields, requiring only
Assign Territory to a prospect
Hi, Is that possible to assign a territory to a prospect in the entreprise version ? Thanks
Accounts in map
Is there any way to see all accounts on a map? As it happens in the cell phone, they are all on the map
Map features
Why not to have the field coordinate for each lead with embedded map on the lead page with possibility, in territory to see where are located all the leads?
Zoho forms and Zoho CRM
Does zoho crm really consider zoho forms to be a third party product? https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/configure-google-ads-crm-integration#Step_2_Add_hidden_element_in_your_web_forms Why are integration instructions
Please make it possible to add "Blank space" field to page layout
There is currently no way to separate visible fields in page layout other than to create a new section
Drag/drop attachments images into email
When sending emails from Zoho CRM, it would be great if users could drag and drop files or pictures into emails. Also a copy/paste of inline images into emails would be fantastic. I feel these are the only limitations that are keeping me from going 100%
An Overview of Process Management in Zoho CRM
If you are running a company or are a part of one, you would know the importance of defining business process strategies that lead to success. Various business processes run simultaneously. Let’s take sales, for example. When we talk about sales and
https://www.zohoapis.eu/crm/ is down??
https://www.zohoapis.eu/crm/ is down? I can't reach this domain at all and all my connectors are not working?
Blue Print Auto Transition with a field update or condition
Is there a way to Auto Transition by either; By time only if a field is a certain condition? or By field update?
how to create popup in Zoho CRM sales order module by deluge?
how can I create popup by another module in Zoho CRM using deluge like this: openUrl("#Form:Popup?
Bug in Zoho CRM Leads Counting (again 09-jan-2022)
Hi, Like the last time 2 months ago (17-oct-2021) (Topic was created for that by another user). In CRM, on the Leads Tab (maybe others too), the amount of leads is not accurate. It begans 2h30 ago. and amount is random for the same leads : 2, 3 30, 47,
Focus Group series: Widgets 101 - Create, test, and embed widgets
This Focus Group webinar series brings into focus, Widgets in Zoho CRM, Zoho Desk, and Zoho Projects. This series of webinars will enable you to build and implement widgets that integrate seamlessly with other internal and external applications. Widgets
How Can I Edit / Change User Role & Profile?
I can't seem to edit Role & Profile for each user (including myself). Where can I change this information? The person who started to setup Zoho CRM has all three users set as CEO and Administrator but, this is incorrect however, upon choosing edit on each user (including myself) those fields are not changeable. There must be another location I can change these fields. Can anyone direct me to where / how? Thanks in advance!!! Regards, Terence J. Brenner 610-393-6779 Terence@JamisSalesSuccess.com
Clock with "current time" for leads, accounts and contacts based on which time zone they are in
I have customers all over the world and it would be a nice feature to have in Zoho CRM so that when I am looking at a lead or a contact or an account, there is a clock within their profile that shows me what time it is in their local area. This way I could know instantly what time it is at my customer's office and decide whether to make contact. Thanks Shane Solomon
Send the most recent Note added to a Lead
I want to be able to email important Lead data along with a message to a Sales Rep. The Sales Rep is a field I've added to the Standard Lead Page Right now I have this partially working with a workflow and email template. The problem is there's no
Organize Emails According to Sales Priorities | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Can I change the default operator for Advanced Filters from 'is' to 'contains'?
My users change it to 'contains' 90% of the time.
allow Zoho CRM to connect to Netvibes
Hello, I'd like to embed Zoho CRM in my Netvibes portal... how to allow Zoho CRM to display inside Netvibes? (currently in Netvibes it says "Zoho doesn't allow to connect"). Thank you!
Functions
Does anyone can help, i want to have the other field copy the same input from the other field. Whatever the Input in T3 must show automatically in Unit Price in CRM. Thank you in advance for the help.
Need help creating Salesperson reports.
Is there anyone in the Trenton, NJ area that I could work with one on one? I need some help customizing my CRM and creating a handful of reports. Thanks! Thanks, Chris
Backup AND Restore
Zoho does not seem to classify "Backup" and "Restore" in the higher level way that some other CRMS do i.e. Backup as a backup for all of my account data AND Restore being the mechanism to retrieve all of my account data, from the Backup, back to the time of the Backup. From a study of Zoho's help literature, this is what I found; - "Zoho CRM allows you to export and take a backup of ALL your CRM data in a few simple steps." - There is also a mechanism to restore deleted records from the trash bin
Alert & Notification for Field Owner ONLY
hi - I am trying to create a workflow with the following rules When - whenever a Module record is created or is edited Condition - This rule will be executed for all referrals. Instant Action - to notify a FIELD OWNER I am unable to do the last part
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