Put Notes on Call Description Phonebridge Popup in Lead/Contact/Deal Notes
I'm trying to figure out a way to have the call description on the phonebridge screen pop be synced or create a note on the respective module lead/contact notes or at the very least shown in the timeline. I was able to do this on Bigin with Zoho Flow
User guide about client script!
Hello every one! I want to find some example code about client script or some document to referece about it. Thanks for your help.
Export the calender view
How can we export (in PDF) the monthly calender view from zoho crm?? Is there any option??
Keeping track of payments in CRM
L.S. I need a way to keep track of tuition payments of my students in CRM. Students receive an invoice toward which they make payments (in installments). Unless I open up my (non-Zoho) bookkeeping software I have no clear overview of this. There is a
Create Meeting in CRM Calendar tab in Outlook - Show meeting under client´s open activities?
Is it possible that when I create a meeting in Outlook through the Zoho CRM tab and add a clients email adress as a participant of that meeting that the Meeting in Zoho CRM automatically connects that meeting to the client in Zoho CRM i.e. display the
Bulk Delete Attachments
Hi Guys, What options do we have to bulk delete attachments in Zoho CRM? Cheers, Sam Daynes - CEO at Ardento Zoho Partner - Australia
Map Dependancy
Hi Quick question - can you not create map dependancy fields with multi select pick list fields? Is there a way around this? We have a Industry Field but our customer base may go across several industries. We than want another Secondary Field to narrow
Sales Process - Products & Accounts
Hello, We create Quotes under Deals then convert them to Invoices. Newly created invoices are sent to our Accounts package Xero via API. We also scan Xero for new invoices every 30mins. We created a custom module in Zoho CRM called "Xero Invoices" which
Using Price Books
I'm having trouble understanding how to use price books. We have four levels of prices for each of our products (retail pricing and 3 levels of reseller pricing). What I'd like to do is have the ability to assign a pricing level depending on the type of customer. Here's what I'd like to do: 1. Be able to bulk add products to price books, this way I don't have to manually enter product pricing for each product/level. With 600 products that would be 2400 manually entered prices(!). 2. Connect an account
How to report on Unapproved Leads?
We have lots of unapproved leads and would like to run some reports on these so that we can clean them up. There doesn't appear to be any way to report on these. When I go in the list of unapproved leads I have no way to filter. I don't even know how
Add the Lead Image to Email Template?
We have a "New Lead Notification" email that is sent out automatically when one is created. How is it possible to add the "Lead Image" to the email?
Multi-Select Lookup
I'm using python sdk 3.x.x I can't find documentation on how to update Multi-Select Lookup in a record ro = RecordOperations() request = BodyWrapper() record_list = [] record = Record() record.set_id(record_id) record.add_key_value(record_field, '??')
Quotes - Formula note working
Hi, On any quote when I'm editing the total formula works normally, but when I save it the result (value) disapear. Can you check it please? I created new formaila field to test, the same. tks Nonaka
Increase task reminder prominence
Hi there. I set a reminder and it works but it is very subtle and only visible on the Zoho tab. Is there a way to make the pop up louder and pop up outside of the tab?
Function to divide full name into first name and last name on leads entered from email parser
Many of the lead sources seem to prefer full name verse first name and last name. I have to go in currently to divide them and looking to accomplish this automatically. Tried the other function mentioned previously but it did not seem to work.
Update fields based on fields in other modules
I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created. I want that input/number to show up in a field on
5 Ways Zoho CRM Increases Customer Retention
Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers. Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existing
Widget
Hi, I would like to add a section in the Accounts tab that will show an iframe of a widget we already have. We just need to pass to the iframe source the account name as a parameter. I couldn't find any information on how to do this. Is this possible?
CANVAS - Champs permission - problème ?
Bonjour Je créé un champs avec comme permission uniquement Administrateur informatique. Seul lui est cencé voir le champs. Malheureusement, avec CANVAS, cette "permission" n'est pas dupliquée. Ainsi, tous mes users peuvent voir ce champs :-( Une mauvaise
Need pass ZAPIKEY in headers not in Params
Hi All, I have created deluge function getRecordById and function is responding according to my requirement. I have to execute this function with the third-party and got the endpoint for executing this function but my concern is ZAPIKEY passed as params
Cannot get automated scheduled call to map account details
Hi all I have creayed a custom funciton that will schedule a call for 3 days in advance if the call sint answered, it works perfectly, howver i am unable to get the accoutn details to pull through, please can you adviise where i am going wrong here, I
Say NO to Duplicate Leads and Contacts
Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
How do I filter accounts in a report that do not have a potential in a certain pipeline?
I want to filter accounts in a report that do not have a potential in a certain pipeline associated with them. How can I do this?
Zoho CRM and Docusign
Has anyone been able to push information from Zoho CRM and pre populate Docusign form bundles? For example, the Contact Name in Zoho CRM would automatically map over to a Contact Name field on a Docusign form?
Get Notified of Which Changes Trainee Makes to a Lead?
We want to track all changes a new hire is making so that we can review and make sure it's being done right. We have a workflow that sends us an email notification when a lead is updated BUT it doesn't tell us which fields were updated. Is there a way
App Spotlight: VAT number verification for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all our apps. VAT number verification for Zoho CRM Easily verify EU VAT identification numbers within Zoho CRM. Get VAT number verification for Zoho
Email Address not found
I've created a custom module - I've created a record in that module, and there is an option to send an email from the individual record I created, when I click on "Send Email" button, I get an error message that says "Email Address Not Found", We are
Zoho CRM automatic configuration
Is there any way that we can find out how to verify that our users have their e-mail configured with zoho CRM.And to force it when we find one is not configured.
I cannot see restriction option to Report folder.
Hi everyone, I cannot find such option. Is it the plan related issue? I am a Profession plan? Thanks in advance.
Zoho CRM
Good afternoon, I have a question in regards to building a workflow rule. Is it possible to build a workflow rule in which we ZOHO CRM does not automatically add to Customers the persons that we placed in CC and are from the same company? To explain
State Picklist default option that can actually be named "State"?
Typing out a full State name this day in age is archaic, it's prone to mistakes and errors that can cause issues in every aspect of a sales cycle from shipping issues, payment problems and any API's linking to other software. There has to be a way to
Contact Privacy
Good afternoon, I was wondering if you could help me with the following: Is it possible to have the contacts of a certain contact owner private for other users? I have tried entering in setup - email - email sharing, however it is still possible for me
Extension Pointers for Integrating Zoho CRM with Zoho products #3: Keep track of your Zoho Desk tickets from within Zoho CRM
Operating a business necessitates complete management of all individual units in order to achieve smooth operations. Working with a CRM solution and handling support-related tickets are two critical units that must work together for a successful outcome.
Kaizen #33 - Triggering Workflow Rules, Approvals, and Blueprints via Zoho CRM API
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss Triggering Workflow rules, Approvals, and Blueprints via Zoho CRM API, while inserting, updating, or upserting records. First things first—What are Workflows, Approvals, and Blueprints? Workflow Rules: Using workflow rules, you can automate a set of routine actions and communication like sending email notifications, assigning tasks, field updates, and so on. Approvals: Using the approval process, you
Reorder Reports Folders
How can you reorder Reports folders? I have added a report folder for some custom reports that I have created, but it is at the bottom of the list. I'd like to move it up closer to the top.
BluePrint transitions complete tasks
Hello, i have my blueprint in contacts, every transition have task after the click, it is possible tu mark as complete the last tasks? Because i notice some of the user dont press the tasks to complete. Thanks have a nice day.
Create a follow-up meeting or call instead of task
Hi, after one of the stages is closed in CRM it is possible to "add follow-up task". I am wondering if it is also possible to create a meeting or a call instead of task as a follow-up after closing a stage? Thank you!
Is it possible for a date formula to return a null value when using "If()"?
I want to add days to a date ("Acceptance Date") ONLY if there is a numeric value present in a different field. Currently the date formula returns the Acceptance Date if the other field is blank, which I don't want. Open to suggestions...
Field Sales - Mobile Sales Order Taking App (New Extension)
Do you have a Sales Team going round taking sales orders? We are creating a product that lives as an extension to Zoho CRM and is also available as mobile app for both Android &iOS. Get customer data from Zoho CRM and product data from Zoho Inventory and
How to move custom module entries to Contacts
Hi, I have several forms created with Zoho Forms, which feed the data (emails, names...) to custom modules. How can I make that information available in Contacts as well? I would like to have them tagged there so that I can use Automation for email campaigns.
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