Field Service Cleaning Company and Zoho Crm
What is the best way for me to utilize Zoho for the following- I own a Residential/Commercial Cleaning company with several hundred clients. Zoho Crm Field Service Management tools similar to FieldEZ.com including mobile gps tracking (live and recorded)
Find Contacts related to Account
Is there a way I can find all the associated Contacts to an Account in the Accounts get records API ?
Add color to your CRM tags to identify records quickly
Hello everyone, Tags are unique identifiers that can be associated with different records. For example, Hot leads, Cold calls, Big deals, etc., which helps to search, sort, categorize, filter, and segment records efficiently. The new enhancement is done
Sort Activities by Priority
I need to sort my task list os that the highest priorities are at the top of the list. I found a way to sort alphabetically by priority, but no way to put the most important items at the top of my list. Any suggestions?
Subforms and Formulas
Hello, I have two subforms in a module, each of them tracking quantities for different things. At the end, I would like to have a formula - external to the subforms - that SUM the quantities of both subforms and other fields. When I try to add a Formula field, I see that it's not possible to access the data within the subforms. Is this normal and is there something I can do?
Can you have the name of a custom module (its primary reference) be a concatenation of strings?
Right now one of our custom modules uses a customer's first name as its name. This makes it difficult to navigate between customers, due to different customers having the same first name very often. One thing we could do is simply combine both the first name and last name fields into one, and having this full name field be the name of this module's references. However, having the designated first name is very helpful when we address the customer through things like Email and SMS. Is there an easy
Add Subform entries into Zoho email template?
Any way this can be done? I understand this is considered a "Unsupported Field", but I find this very frustrating that Subforms and other custom fields cannot be added to Templates. I need to provide a printed (PDF) form of Case records but I am
Create Quote from Deal. Unable to copy Data in Custom Filed in Quote Product Details (Subform). Function work for all other Fields but Custom Filed is Blank
hi I am Creating Quote from Deal using Deluge Code in Button Function. The Quote is getting created, there is no problem, all fields are getting populated. my problem: I have a custom Filed in the Quote page under Product Details (Subform). This custom
Change image universally on all emails in campaign
Is there a way to change the image at the top of all my emails in a campaign universally? Or do I have to go in each email individually and change it?
Listing Active Customers
Hi, I have difficulties about this crm concept and wondering to apply this scenario. I am selling monthly services, not physical products. For example i got 10 leads in this month and i closed won 2 of them. Lead converted to Contact and Company. That
How to copy the customization from Company-B to Company-A, if Company-A already has some customization.
We have two companies and we have bought two separate Zoho One Account License ( Organization ). I will call them Company-A and company-B. Few months back we had hired a Zoho developer to customize our Company-A CRM and the work done by the developer
Phone Checker for Zoho CRM Phone numbers
Phone Verifier - verifies the authenticity of phone numbers in Zoho CRM. The extension works with all standard Zoho CRM modules—it's an easy one-click phone number validator. Extension Link : https://marketplace.zoho.com/app/crm/phoneverifierforzohocrm
Announcement : Active Campaign for Zoho CRM
Enable your marketing and sales teams to work in sync. With the ActiveCampaign extension for Zoho CRM, you can add contacts or deals and track your contacts from within Zoho CRM. Extension link: https://marketplace.zoho.com/app/crm/activecampaignforzohocrm
Zoho CRM sent duplicate email
An email was sent via Zoho CRM and it looks like 2 duplicate emails were sent. In Zoho CRM, it looks like a single email was sent, however, in Outlook (our email client), it appears two emails were sent (Please see attached screenshot of Outlook). Why
Pre-populated Zoho Form Not Updating CRM via Edit Response Link
I hope someone in the Community can offer a solution or work around. Scenario: Via Zoho Form, I plan to send a pre-populated link to my tenant(s) and use a subform on the zForm for the tenant to submit the current occupant information. I use zForm
Shared field between modules
I want to set up an field in the Accounts module that shows when a customer's maintenance contract expires. I want to then be able to have a field in our Cases module that displays that date. Is this possible?
Creating a deal from contact
Hello, can you help me please with example function for creating a deal from contact This is the function im trying to implement but when the deal is created with this function is not attached to the contact continfo = zoho.crm.getRecordById("Contacts",contId.toString()); mp = Map(); mp.put("Last_Name",continfo.get("Last_Name")); mp.put("First_Name",ifnull(continfo.get("First_Name"),"")); mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),"")); mp.put("Description",ifnull(continfo.get("Description"),""));
Populate a dropdown list from an API source?
Hello, I would like to populate a dropdown selection on for a new lead based on a list of choices from an outside API source. Essentially we will be selecting the type of vehicle a new lead has based on several filtered dropdowns. Select the Maker (i.e. Ford, GMC, Dodge, etc). Select the Model Select the Year The list is very large and is updated constantly due to new vehicles coming out. Is it possible to do this?
Sub forms field limit
Hi, The maximum number of subforms in a module is 2. I need more than that. Could you please increase our limit? Also, the maximum number of fields inside a subform is 8. In Zoho Forms, it is 20. We'd need the Zoho CRM's subforms limit to at least be 20 so we can correctly integrate Zoho Forms with CRM. Use case: Our client is filling a commercial mortgage application. He needs to fill in a subforms all of his current Real estate assets. The subform, located in Deals, then triggers a custom
Auto Add Tasks To Won Deal
Hi there, I have a set list of tasks that needs to be completed after a deal has been won. Is there anyway I can set these up to auto-generate after I've confirmed a deal has been won?
How to add a button to an existing related list in sigma
There is an existing relationship between Deals and Quotes that is built into zoho crm. We have made a button in sigma that will create a sales order and launch the associated creator app with the id of the new sales order. This is visible from the Quote
Why do I have same related List two times on the Contact Page
hi i linked the products as related list in Contact. But my problem is that Products is showing two times as related List (Photo attached), they looks to me independent as when i assign products they don't show automatically in the other list.. When
Use Custom module as Products Module.
hi We are using the Zoho CRM for Real Estate company. We sell property (products) to contacts. I tried to use the Products module to store all the property detail. but the problem we faced is that we can not have Many-to-Many relation between Contact
Adding user field to Sigma extension or allowing access in Creator
In Zoho CRM it is possible to change the owner of a sales order, however outside of the CRM it's not possible at the moment. To work around this we have been trying to put together a sales person form in the CRM that will allow for an intermediary table.
Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
How to recieve notifications for inbound emails sent on Alias email in CRM
Summary: I want Zoho CRM to notify me whenever I receive an email on the main email domain or its alias email address Hello, I have configured a domain email 'info@abc.com' via IMAP in Zoho CRM. Any emails received on this email address send me a notification
FAQs on Multiple CRM Organizations - Post your Questions
Dear All, Accessing multiple CRM accounts using the one login credential provides administrators and users an easy way to login to different accounts. Often organizations maintain more than one CRM account to manage business, sales, and customer data
PBX/VOIP systems
Hi, my client is looking to switch PBX/VOIP systems to one that will play nicely with Zoho CRM's Phone Bridge. Can anyone suggest a good PBX/VOIP system that works in TURKEY
Update a date field using a function
Hello all, My sales team wanted me to create a button in order to log calls easily. Now my function works fine, but they want me to add couple of lines so a specific date field would be filled automatically after the activity is created. Note that the
recipients/clients not receiving emails
Every now and then recipients of our emails, mostly our clients, do not receive the emails we have sent them for a period of time - for days at a time, sometimes weeks. Unfortunately we do not get any messages stating they have not received them, and
Consolidation of the list of sent / received emails in Zoho CRM
Hello, In Zoho CRM, it's possible to see all email associate to contact and account. But, the source of email must be, from CRM, from IMAP, From IMAP user XXX, from IMAP user YYY It's difficult to see all interaction beteewen the customer, and all
Elegant Comparator - Compare Among Users - Select Current Logged In User
Hi, I want to add Elegant Comparator component - With Compare Among Users and in the Select User Option, I want to Specify Logged In User. Please help. Thanks
More Custom Lookup fields
I need more than 5 custom lookup fields. I see that in the past you could have 10 - but that was reduced to 5 so that you can have 5 long integer custom fields. I do not need the integers, just the lookup fields. How can I get more?
Customer segmentation
Hello, Is anyone else having trouble segmenting their customers using CRM? Everything is fine except for frequency. I am segmenting the accounts by the invoices, and I want to use frequency like amount purchase per year. But the only option is total amount
CMS Customer Account Integration into ZoHo CRM
Hi There, Long time reader, first time poster. Q: I have a customer wishing to have their customer accounts created on their website to be stored in ZoHo CRM but without storing any personal details on the website CMS. This would require functionality
How to use a mailto: in Canvas?
How to use a mailto: in Canvas?
Change Layout Field Automatically after 2 weeks.
Hello, I have a field in one of my layouts that I would like to be updated automatically. For example. If a set the field to "Waiting for return", I would like it to change to "Lost" automatically after 2 weeks has past. Is this possible? Thank you.
Community Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500
Potential Contact Roles not working - Eg. Unable to associate contact with a role - Roles not displaying
Hi there. Please note that I have renamed my "Potentials" to "Jobs". I am unable to whilst working within the a Potential (Job) to associate contact roles with an associated contact. I have created a potential (job) In that potential I have added a contact the contact is displayed under the section marked Job Role I should be able to therefore to associate a job role with that contact. however When I click on the "edit all" neither Job roles or the Contacts are there or if click on "add contact roles"
A simple flow of tasks contingent of the last task ...should be pretty simple.
I have a set of 5 tasks that I want to happen for a specific module. Task 1 to happen today. Task 2 to happen 5 days after task 1 is actually completed. Task 3 to happen 5 days after task 2 is actually completed. Task 4 to happen 5 days after task 3 is
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