Automatically fill a Deal field with a Zoho Form link
Hello Zoho Nation, I want to fill a Deal field with a Zoho Form link automatically. Here are the steps. We have a Deals email template that contains a link to Zoho Forms. When a new deal is created, the email is automatically sent to a technician on our
Querying related list via REST API in custom module fails
I have a couple of related modules with API names "foo" and "bar". now there is a relation between the two, bar has a lookup field pointing to foo. trying to query the related list of foo record id 1234 via REST fails: /crm/v2.1/foo/12345/bar/ /crm/v2.1/foo/1234/bar/5678
Zoho CRM Org Variable not up to date on zoho.crm.getOrgVariable call
Hi, I have encountered a fundamental problem when updating an org variable and getting it back using zoho.crm.getOrgVariable. I have this code: Invoice_Test_Var = zoho.crm.getOrgVariable("Invoice_Test_Var").toLong(); valueMap = Map(); valueMap.put("apiname","Invoice_Test_Var");
Zoho Customisation for Travel & Tourism Company
Hi, How many Travel & Tourism agencies are using customised version of Zoho . We are planning to use Zoho and please let me know who will be able to offer a customised zoho crm including books, campaigns, sales iq etc We deal with Flight tickets, Accommodation,
Dependency mapping field option not showing
None of my modules have the option to add field dependency mapping. I have tried it in several modules (Accounts, Deals, Contacts, Leads, etc) and I have double checked that I have two picklists that are not system required. Any ideas?
Workflows issue
Dear community anyone else facing issues with the workflows since yesterday? In my side, they are being triggered without any logic. Also, my integration with Zoho Forms isn't working (I send a forms to my end-users with the CRM data on it, the CRM data
Connecting Outlook calendar to Zoho CRM
Hi, I would like to connect Zoho CRM to my Outlook calendar (we use Outlook 365), so that if a meeting in the Outlook calendar is placed, it will show up in the Open Activities section of a contact in Zoho CRM? Is this possible? Best regards, M
Last interaction date - what's the status of this feature?
These days, most people would agree that the core feature of any CRM or relationship management system is to keep track of when the last interaction happened to keep in touch with leads as they get ready to buy. It's an abundant feature in CRMs and I
Unable to save comment for CRM case
Hi I am unable to save the comment for a CRM case. Please find the attached screenshot. Normally when I click Save, the comment will get saved and the Save Cancel button will disappear. But now when I click save nothing happens. Cheers -Jag
Worst support ever!
Hi, I just wanted to share my experience with the Zoho Support. I subscribed to Zoho CRM Plus, but after the first month I found out that I should use another e-mail address with domain mapping etc., so that my company is better integrated. I asked the
Deciding how excel files get imported. What info goes where. Possible?
I have a long excel file of Customer information. Names address email etc. About 1,800. When I import a list into CRM is there a way to tell it to put the names into contacts and business names into Accounts? Or anyway to customize the import which
Picklist Dependencies between different modules (e.g. Leads and Calls)
Hi, I like to create dependencies between picklists from the leads module and the calls module. For example if the "Lead Source" field in leads is "Social Media" then there are only certain values available as "Call Purpose" in the calls module. Another
10 Common Zoho CRM Mistakes and How to Avoid Them?
The customer relationship management systems have been helping many businesses grow by streamlining the entire sales process. However, the most important requisite for the CRM structure to perform well is a successful deployment of the system. There are
Firefox 4 issues
Good afternoon, It seems there are a few bugs and glitches when using Zoho CRM with the new Firefox 4 release. Two I have are:- i) trying to send an email to a new lead sometimes works but sometimes returns an unusable email screen. Basically you have
I can't assign leads coming from facebook to users
Hello Guys, I have created an automation rule that any lead that is created automatically assigned to the 2 sales agents I have, however each time a lead comes from Facebook it comes under my name as a Lead Owner and not assigned to any of them
How do you associate a lead with a territory?
Hi guys, I don't see an option to associate a lead with a territory. There are options for contacts, accounts and potentials but not for leads. Is there a rationale behind this? I also note that there is no capacity to mass assign Contacts or Potentials
I want to update a file upload field in a custom module under CRM from Zoho Creator application deluge script, How can I do that?
I have a custom Module named "Module A", for whcih I am pushing data from a creator application. I want to update a file Upload field under the CRM custom module from Creator aplication's Custom functions/deluge script. I am able to create/update all
Latest Releases and Updates in Zoho CRM
Zoho Corporation has come up with a number of updates in the Zoho CRM platform just like each year. These new updates are expected to continue helping users seamlessly run their business operations with the new technologies. In the blog, we will have
Auto Save
Zoho, I found out the hard way during a training today that no matter what Module you are working in and creating an account or a Potential should you Navigate away by clicking on another module the system will not warn you that you have un-saved data. At minimum it should at least warn you that you are leaving this page. Just like what is done during the editing of a form. This should be standard in any CRM. Can this be fixed? Thanks John
ZOHO CRM - Creator link
Hello, We use a custom made application in ZOHO CREATOR for visit reports when visiting customers. Our CREATOR is linked to CRM. Whenever we create a visit report, this report is visible on the creator app but also on an account in ZOHO CRM on the computer
Check-in icon missing with accounts
Hi, Is it me or has the check-in icon been removed in accounts? When I'm in the contacts section I can see it. Regards, Sjoerd
Bold field name as an option when creating a layout - create greater visual contrast between field name and field data
I would like the ability to bold the text of a field in the layout. It would be helpful to make a bigger visual distinction between the field name and the data in the field. As of now, the only distinction between the field name and the field date is
Distinguishing between Zoho CRM and Zoho CRM PLUS
We are building application that utilizes Zoho CRM API and we have noticed that some things on Zoho UI pages are different for free CRM and CRM Plus (e.g. adding description seems to be available for any kind of Call in API, but UI, depending on whether
Combining CRM Regular Fields & Subform Fields for Report (IN ROWS)
I am trying to combine data collected in CRM from regular fields, and subform fields, and have them listed in rows. Creating a report from scratch, and adding the subform as a related list, I get the following results: As you can appreciate from the screenshots,
Automatic pop up of leads for cold calls?
Hi all, we have a lot of cold calls to do every day. Is there a function within Zoho that lead contacts automatically pop up? Thx & Greetings, Gabriel
Get notified by Zia on different mediums
Dear All, Greetings! We have a quick update about Zia notifications. Let's go! Zia instantly notifies you of the alerts, anomalies, and updates observed in CRM. It grabs your attention and lets you prioritize your work items. Thus far, these updates are
See scores for each deal in deals module
I set up a scoring rule for my deals in CRM, which works great. Typically we use the kanban view for our deals and I was hoping I would be able to view the score on the cards in each category. Is this possible?
Assign Task to Multiple Member Users
Hello, A key element for the success of ZOHO with our business is the ability to assign a single task to multiple users (or a group). Is this possible in the current system? We do not want to create the same task multiple times, rather have one task
Custom Field and Tab names in other languages
If I add a custom Field, or I rename a Tab (for example, Potentials to Opportunities), and I have users in other languages in my Zoho CRM, they see the custom name as I entered it (no surprise). Is there a translation table that I can use to do a manual
Automatically Create Accounts and Contacts when a new Lead is added
I see Leads, Accounts and Contacts as being a lot of redundant data. In fact I would probably only use either just Leads and Accounts or just Contacts and Accounts if not for the fact that several other features I want to use are dependent on all three.
Deals Total Score Field
Hello, I have set up deals scoring rule. The rule works ok, each deal has a positive and negative score. I am not able however to put "total score" field in the Deals List View, so I can sort deals by score. I can open each deal and see the score, but
Access denied error when refreshing API token
Hello, I have checked our logs and I noticed the following situation: 1) API token expires 2) we try to refresh it, the response is access_denied Example dates when this issue (access_denied) occurred: - Tue, 07 Apr 2020 04:44:49 GMT - Sat, 04 Apr 2020
Last Activity time is not update!
I have send email to a customer but Last activity time is not updated but timeline field work fine. IN front of contacts the last activity time is not updated.
Why does Zoho close topics when they haven't solved the problem
Below is a prime example of the admins closing a thread of an issue we have been waiting years to be resolved claiming it's fixed, IT'S NOT! The question is around adding BCC to workflows, the solution is adding BCC is to mass emails which is not even
Zoho Finance Bug: Sales Order "Status" Filters does not work when using Zoho Finance > Sales Orders Module
Summary I'm trying to filter Sales Orders based on Status. None of the status options shown return records even though I have several hundred that fit the criteria. To replicate scenario - Open CRM "Zoho Finance" Module & go to Sales Orders - Select the
ZohoCRM and Office 365
Hello, We are looking for input from other users and perhaps Zoho. We have enabled the New Microsoft Office 365 Integration on our account. Zoho added a new Calendar to our users accounts so they now see their original default calendar and the new zoho calendar in the Office 365 Portal. The Zoho Calendar Syncs perfectly at first glance to this new Calendar in the Office 365 portal: Working: You initiate an event on the Zoho Calendar and it appears in Office 365 (Zoho Sync'd Calendar). Working:
Workflow problem since update
Hi, is anyone having issues since the update today? Our clients are getting sent multiple emails of the same thing for some reason today.
Products selections in Invoice modules - CRM
Hi! When I create an invoice, in the Invoiced items section, I need to be able to: Product category A -> Product Name (List of products name in category A) Product category B -> Product Name (List of products name in category B) Product category C ->
Sync Two fields between Deals & Contacts
I have a custom Social Security Number" field in my Contacts Module. I also have the same custom field in "Deals". Is there a custom function that would allow these two field values to stay in Sync? So if you change the value in Deals, it updates the
Add Activity to mass Leads
Hello, I am trying to add an Activity (Call) to a mass amount of leads but I only see the option to create a task. I'm trying to do this so when our Business Development Reps call the leads, they can easily document the result of the call and log information
Next Page