Stage When Closed
Is there any way to track what stage a potential was in before it was closed? For, example if a potential is lost after the quoting stage, or after a trial stage. This would be useful info in adjusting our process. Best Regards, Sara Konz
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM
How to use custom function to copy fields in one module to my contacts module?
I have created a module for client policies in CRM. I would like to write a custom function that would copy some of the data fields under each policy to certain fields in my contacts/clients module. The issue is there are multiple policies and data from
How can I delete the configurations in any prior organisations to integrate your IMAP account with the current organisation?
I was doing my email IMAP configuration with gmail but my IMAP settings are disable and It is showing me this note Note: You have already integrated your IMAP account with Zoho CRM in your previous organisation. We are currently allowing IMAP integrations
Using a slightly different version of our Zoho CRM system for multiple different countries.
So we have a project that will follow a certain baseline flow. This project will be run in 6 different countries. There's a baseline skeleton they all will follow, e.g. a "Customers" module, and a "Meetings" modules which our sales staff creates with
Anomaly Component Notifications Limits has been increased
Dear All, Greetings! An anomaly detector is a type of dashboard component that helps you to keep track of unusual behavior observed in a module. Based on your requirements, you can create a custom anomaly detector and choose to receive Zia notifications
How to send new created records via php file.
Hi! I want to run a php whenever a new record is added in the Contacs. How to do that? Also, how can I get details of all the fields of the newly added record in the pho file? For example, if the contact field has 3 fields which are Name,Address,Phone
Google Ads GCLID field mapping
Hello, I have integrated my Google Ads and Zoho CRM account. I have a form created with Contact Form 7 in Wordpress. The issue is that I can't pass the GCLID information to Zoho CRM. To map the fields I use the Zoho CRM Lead Magnet but among the fields
How to add auto incremental number in formula
Hi there, I don't know if this is possible but here it goes: I need to create a custom field for Deals so every time a Deal is created it has its own unique code, which is made of the first three characters of the Account name + an auto incremental number. Let's say the Account name is John Doe, the first Deal to be created would have the code JOH0001, the if another deal using the same account number is created, its code would be JOH0002, and so on. If another deal is created but form another account,
How to automatically refresh a custom Contact field daily?
Hi, I created a field that calculates the days since a certain date from a Contact record. However, this field (see attachment) calculates that number of days only when that date is created. I would like that number to be calculated daily, since the
Left Justify template email
Is there any way to left justify a template when sent out as an email? My team's email signatures sit on the left side of the email/page, so when templates are sent out and sit in the centre they end up looking a little odd. The only solutions I have
Save More Time with Automation in Zoho CRM
Gone are the days when business professionals spent a lot of time in manual data entry. The effective implementation and use of Zoho CRM enable business professionals to maximize their time efficiency. Zoho streamlines the business processes and segregates
Subtract 2 dates field
I would like to subtrackt 2 date fields (custom made) and return the period in month! The only way i can do it will return in minutes, and this gives a wrong calculation of month. Anyone?
Map Deal Owner To Custom Field
I am trying to find a way to map the owner of a deal to a custom field when they do a specific action. For example, I would want to map the deal owner name to a custom deal field named "Sold By". I would create a workflow that states, when the deal
Introducing VoxPro, Tellephant, Magento, and 7 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Microsoft Word Merge Template
Hello! I have created a template in Word to combine it with a custom module. When I create it and at the same time execute the merge, it works, but if I exit word and reload the template to perform the merge, it only returns a blank page. Greetings
Add contacts in an opportunity
How I could add several contacts in an opportunity in Zoho CRM?
Item count in Zoho CRM Sales Order module
Hi there, How do I make a field which calculates the total number of items in a sales order. For example, I sell handbags to retailers, and sometimes they will order a total of (for example) 87 bags, in 30 different different styles (for example, 3 of
Map Zoho Deal Fields to Zoho Invoice Custom Fields
How do I map custom Invoice fields to Zoho CRM Deal Fields? From within Zoho Deals, I can click "+Invoice" but then I have to manually put in all the information on the Invoice, even though all the values exist in the Deal. Can I map Deal Fields to Zoho
URGENT Zoho CRM: New records being saved are putting the developer in the "Created By" meta field
I am the developer and for certain permissions, was elevated to administrator for a project. Currently, the records being created in the customer module are listing me in the "created by" and the <module> owner fields. I require these to revert to the
Function #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sections
Subform entries on HTML template
I use Exclaimer as my signature software, but that means emails that use templates created using the template gallery on CRM look strange because the email page is significantly narrower than the signature. The signature also aligns to the left whereas
Outlook 365 and email integration with Zoho CRM
I use Outlook 365. Is there a way when sending outbound messages to clients and prospects to paste that email within that specific customers accounts notes section? Thank you!
Code to Copy Data from one module to another module based on Look Up Field Value
Hello all, I know this topic has been discussed, but unfortunately I could not make it work. I need the following - I have two modules - Module A with Record A that has Field A1 and Field A2 Module B with Record B that has Field B1 and Field B2 In Record
Call button in Task 'Scheduler'
Hi there, Our telemarker works off Lists that have been created using various filters. How do I add a 'Call' button on the page that lists all the tasks? (see attached screenshot to illustrate the page I mean). The phone number is displayed on the right
USE DIFFERENT EMAIL
How to send emails from different email expect zoho.adminuserid using custom function I have already added 2 emails
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow (see attachment) but nothing is happening. It looks like Zoho doesn’t know that the Contact
Products filtering in inventory templates
Dear Zoho Comminity, I have a question regarding possibilities to filter / choose certain product types in templates. A quick clarification / need: We ship regularly products to clients. Currently we're using a packing slip which is based on a sales order
Introducing Admin Tools — An Interface for Configuration Management
We are thrilled to introduce to you, Admin Tools, a new feature in Zoho CRM, that is designed to simplify CRM administration, especially when you have a myriad configurations in your account. CRM Administration is a challenging ride that primarily involves
Daily Email with Open Tasks
Good morning, I'm currently trying to set up a scheduled daily reminder for each member of staff to see all open tasks against their name. I've created a Report for Activities > Tasks, however I'm unable to filter this by Task Status (ie only Open Tasks)
Save and continue later?
What's the best practice for working on a Mail Merge based document, not completeing edits in one go round, and then continuing edits later? As an example, we have a writer merge template that pulls CRM data and will ultimately end up in Sign to be sent
Tracking Email Opens?
I have been sending individual emails to leads using Zoho CRM, Is there a way to track if these emails have been opened?
Defining a custom range for tasks older than 15 days but less than 45 days.
Hello, I am attempting to create a set of reports that will track a lead as it's tasks age past their initial due date. I would like my reports to look like this: Report 1 = Tasks due date less than 15 days (this one is easy) Report 2 = Tasks due date
Connecting Deals and Products
Hello. I have connected Deals and Products. But what I am missing is when I choose from Deals the product that I want, for the Deal to take the price of the product automatically, and then follow the whole pipeline. eg In Deal A I select product 1. That
Running Audit log for active users for more than 60 days
I am the administrator for the company account. Our management has requested a Audit log for all the active users for the last one year. We see that we can only run a report showing audit logs for the last 60 days. How can run the same report for the
Python SDK V2 OAuth Problem/Question
Hello there, I´m new to python, so I apologize if my questions is dumb. I also searched everywhere but I cannot find a solution or an answer. First of all: I used this documentation for CRM SDK v2: https://www.zoho.com/crm/developer/docs/python-sdk/v2/config.html
Convert Closed Won deal to A Custom Module
I am trying to figure out the best way to accomplish this task as I need to convert closed won Deals to a custom module im going to name Post Sale, we have various tasks that will be completed after the fact and I felt that going with a custom module
ID for picklist value in record API
Picklist data field type returns a simple string value via get record REST, i. e. /crm/v2.1/Conctacts/1306462000000888026 { ... "id": "1306462000000888026", "CustomType": "foo" // 'CustomType' is my custom picklist field ... } CustomType picklist
Unable to access related records for multi-select lookup via REST API
Given I have `foo` and `bar` data fields: Campaigns.foo - simple lookup field, linking deals module `Camaigns.bar` - multi-select lookup field, linking deals module I am not able to retrieve the multi-select one in the records list REST API: /Campaigns?fields=bar`
What are the best practices for sync and view set up, were are currently out of syncs
I work for a company that regularly goes to trade shows and when we leave the tradeshows we come back with a list of badges scanned in an excel document that we upload into Zoho and then use specific views for the specific trade show and have other syncs
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