Multiple Reply To in Mass email
I need to send a mass update to a group of Contacts. It's important that when a Contact replies to the email that they can click Reply All and reply to the Sales Manager as well as the Customer Service Rep. It's important that both the Sales Manager
Add lead owner email to Custom field
I am building some automations that will require the lead owners email to be placed in a field when I move some information out of the CRM. How can I go about mapping the lead owner's email to field in the record?
Merge image or attachment from CRM
Is there a way to merge an image (either from a field, or from the attachments section of a record) into writer? I cannot for the life of me figure out how to do it.
Zoho is slow on the backend, causing issues with my workflows
In the past 30 days or so I have experienced multiple issues caused by slowdowns in the Zoho backend. These issues are never shown or reflected on status.zoho.com and it is only after spending a significant amount of time with your support team that
Calculated age with no DOB
Hi, I currently use this formula to calculate age using DOB: Year(Now())-Year(${Candidates.Dob})-If(Month(Now())*100+Dayofmonth(Now())>= Month(${Candidates.Dob})*100+Dayofmonth(${Candidates.Dob}),0,1) However, not all clients have a DOB value available,
Importing details from insightly crm
Hello I am looking at seeing if it is a viable option to switch my crm from Insightly to Zoho but have hit a snag when attempting to import historical data from Insightly. Currently my Insightly contains all my customers and their visits related as well
ZOHO Python SDK not persisting OAuth token
Hello, first of all, I contacted ZOHO Support 14 days ago. No answer. Kinda disappointing to be honest. I am currently using the zohocrmsdk2-0 in version 4.0.0, installed through pip in a virtual env. with Python 3.9.7. I can successfully run the method
Fix the PASTING problem Zoho
Zoho - I've discussed with your team before, and I thought it was corrected. When ever you paste content into your broken template builder, it causes problems. It's not an issue with the source I am pasting from, it doesn't matter if I copy an article from the web, an email, microsoft, or notepad/textedit... it's (another) zoho issue. It is rather frustrating. Please fix it Here is my screenshot:
How to edit an auto-number field?
Greetings, I hope find all doing well and safe! I have two customised fields on my CRM, one from Leads and the second from Potentials. They are auto-number field, with prefix and suffix, and are used as unique identification to each one (Lead number,
Pop-up before closing a specific task
Hello. Is it possible to get a pop-up message when closing a specific task. We have a task with sensible information and I want that everyone deletes that information before closing the task. Is it possible to get a pop-up message or reminder when someone
How to see if contact has other Deals
I'd like to know the best method for adding a section or related list to the Deals details page that shows other Deals a Contact has. In the Contacts Module, the detail screen has a section with all of the contact's Deals, and I'd like something similar
Dynamic Hyperlink in Email Templates
Hi, I am looking to create dynamic hyperlinks into my email templates. The URL will be determined based on the lead information. Right now I am creating that URL in the email template but I would like them to be able to click on it instead of having to copy and paste it. Thanks!
Live Dashboard for Zoho CRM (& other Apps)
I'm looking for a live dashboard to display in our office for the Sales team that analyses data from Zoho CRM and other programs that we've syncronised with Zoho CRM (so all the data is in one place so it should be pretty simple). Analytics in Zoho CRM:
How to share Activity Tasks with a colleague?
I want to make sure for an important task that it will be not missed. So I would like to share this activity task with my colleague - so my colleague can see this task as well - but is not responsible. But can act on that topic if I am not available.
Extension pointers #5: Working with widgets to power-up extension capabilities (Part-2)
Widgets simplify work and enhance the functionality of Zoho CRM by contextually embedding third-party services and adding new features to Zoho CRM. In the previous post (Part 1), we mentioned what widgets are, the basic steps to install ZET CLI, and how
Attachment Category
We've been using Recruit and CRM the most and for the most part, they have been awesome. In Recruit, when we upload to the Attachment section, we would have the option to customize the Attachment Category of the file we're uploading. We're free to create
How to find customer product wise or save contacts product wise ?
In zoho crm
associate contacts on account to a deal
is there a way to automatically associate all of the contacts on an account to a deal when created? maybe through a function or workflow?
Specific attachments visible for specific users/roles
As of now, it is not possible to let specific attachments be visible only for specific users/roles (see question below). I want that only specific people can see attachments within a module. Any other users who want this feature too?
Individual Records can now be shared with Roles and Groups
Dear All, Greetings!! We have a quick update about our record sharing capabilities in Zoho CRM. Let's go! As you must be aware, an individual record can be shared with up to 10 users via private sharing or with all users in the organization via public
Automatically update the list price in Zoho CRM price books and quotes
Hello, I am evaluating Zoho CRM currently for use in our organisation. I can import products and unit prices however I am unable to automatically generate the List price which is causing me a problem. I need to have 3 scenarios 1) at the very least we need to be able to automatically generate or import list prices when adding multiple products to a price book. Ideally: 2) We need to be able to create a default pricebook that automatically applies a standard margin when creating a quote. This should
Zoho CRM API. Get Product Details of a Quote.
Hi, I want to get the product details of a quote with API. I've tried many combinations but I got error from the server. https://crm.zoho.com/crm/private/json/ProductDetails/getRelatedRecords?newFormat=1&authtoken=XXX&scope=crmapi&parentModule=Quotes&id=1515388000000113137
Setting a Scheduled Call to a Certain Time
I'm using the schedule call function for new leads, once a lead matching the criteria is created I want to schedule a call for users + 1 business day at 4:00 PM. Currently when a new lead is created it schedules for 1 business day at the created time. How do I change the script to addBusiness day at a specific time? Thanks leadDetails = zoho.crm.getRecordById("Leads",leadId); createdtime = ifnull(leadDetails.get("Created_Time"),"").toTime("yyyy-MM-dd'T'HH:mm:ss").addBusinessDay(1); mp = Map(); mp.put("Subject","1st
REST API: Creating a Sales Order with a Contact_Name
Hi, I'm trying to use the REST API via Postman to load some historical sales orders. I have a basic example working, but when I try to specify a JSON object for the Contact_Name field (so I can link the sales record being created to a contact), I get
Linking Vendor Purchase Orders to Deals
Hello, I'm trying to figure out the best way to utilize the Purchase Order function in the CRM. My client is in construction and tracks all opportunities in the deals module. Once a deal is won, I would like a way to link the vendor's purchase order to
Attachments lost when editing an email template
I have a big issue, we created some templates that we wanted to personalize for each deal and we added to these templates two attachments for each, but when editing the template, we loose the attachments, they are here when i send the email but they are
Deluge Change Quote Stage When Quote Stage is Changed
Hello community, I need a Deluge code to change the Deal stage when the Quote stage changes. I want to use Workflow so when Quote Stage is changed to Accepted the Deal Stage is moved to Accepted. Thank you so much for your time and support! Ivan
CPQ Tools for Zoho
Has anyone integrated a CPQ tool with Zoho CRM and If so, which?
Duplicate Leads
We have a problem with duplicates. So we create a lead on Zoho whilst prospecting. Once the customer is happy to proceed we forward them to a webform powered by Zoho on our website. We need them to fill this form in because it involves them accepting terms and conditions. The form is at a fixed link which we give out i.e. www.company.com/form When this lead enters Zoho it creates a duplicate and the sales guy just don't use the merge and find duplicate functions at that point. So ideally it needs
Zoho CRM Plus - Where do I find/edit opportunity dashboard and custom charts added to it?
I have created a custom report and an associated chart. Then I added that chart to an opportunity dashboard. Where do I preview the opportunity dashboard? I see that once the chart is created I can add it to my administrator home page. However, I'd like
How to Add Tracking Numbers
I would like an easy way to add tracking numbers for outgoing correspondence that we send. We use Projects for management of tasks like this, but there is no way in Projects to dedicate a field to all our correspondence tracking numbers unless we do this under a task list and that seems off. I had thought about creating a custom module in CRM to house this information, but the information would be static. After one entry would be made there would not be another field to put in another tracking number
CRM Function Gallery doesn't have any functions in it
I may have misunderstood, but I thought there'd be some pre-built functions in the gallery that I could work off of. Did I misunderstand that? My function gallery is empty.
Custom priority queue
I have a custom field in CRM that is called priority. Is there a way currently to use a priority queue to, when one item has this field is changed, push the other items lower on priority to maintain this list. The problem I am currently having is that
question , programming zoho crm customer ids
Hi, We are new customers of Zoho products, currently we are using zoho crm ultimate for insurance, zoho mail and zoho campaigns. To your knowledge, is it possible to program the number ID assigned to new customers within zoho crm? we would like to use
How to add incoming calls to Zoho CRM as a lead?
I am looking for solutions to create new leads from calls. It's neede when there's an incoming call and the phone number isn't associated with any of the existing records,
Force update of calculated field
Is there a way to force the update of a calculated field of multiple records? Thanks Oliver
So Disappointed in Zoho CRM DMARC Efforts
I have been struggling with a sizable spoofing problem from my domain and implemented a DMARC reject policy in my DNS. After going round and round with Zoho on the correct SPF and DKIM records for CRM and Campaigns, I could never get my CRM emails to
Sort a list of key-values elements
Dear community. I have the following question. I have list called list_values: list_values = {{"name":'Carl',"age":6},{"name":'Adam',"age":8},{"name":'Bob',"age":9}}; I want to reorder the list values based on the name key of each key-value element, the
Bills and Payments
I have customized our CRM system as a property management system. I want to add the monthly rent as a recurring bill, the rent payment as a bill payment, and a running ledger showing bills and payments. Is there a CRM module available I can customize
How to set the width of the columns in a script
Dear community, hope you all are doing great, I'm creating this thread to check the following: I have a deluge script that creates a PDF file with a table and I'm strugling to set the width of the columns. Here's the snippet of my code which creates this
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