Purchase Order field doesn't show up when doing Quote conversion Mapping
When I am doing Quote conversion Mapping, I can't map "Purchase Order" to Sales Order module and Invoice Module. It doesn;t show up on the "SalesOrder Field" and "Invoice Field" Can you please help Thanks
Meetup Snippets E07 | Setting up survey form workflow in Zoho CRM
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The seventh snippet in this series taken from Houston ZUG meetup in January 2022, features Kevin Paylow. Kevin walks us through a simple workflow
Rename the file when exporting to PDF
Hi, To perform the export, there is no option to change the name or within the editing the templates. We would need that can be included as the file name a format similar to "our company name" + "OC #00000001 ". Bone, which exported with the name of
Spotlight #8 - Automated actions in SLAs
The earlier SLAs trigger standard emails and escalate them to the manager or the admin when the set time is crossed. With automated actions in SLAs, you can configure user-defined actions, including tasks, field updates, executing functions, webhook etc.
Zoho learning for free!
Hello all, To anyone looking to becoming an expert in Zoho, we have some good news. We are happy to announce that one of our education partners, Peter Fuller, has come up with a set of free courses. Feel free to hop on to his academy and checkout and
How to add records in Zoho Sheet Template
Hi Good Day I want to integrate Zoho CRM to Zoho Sheet the scenario are the following I have a transition in Zoho CRM name Start Initial review. And I have created a template in Zoho Sheet Under My Template Now, what we want, once the user clicked that
Meetings Module - Location Field
Vertical Solutions Question: Does anyone know if it's possible to turn the Location field on the Meetings Module form into a Lookup field to Contacts Module addresses? Or, is there a way to add a Lookup field to the Meetings Module, then hide the Location
Function-21: Update all member accounts simultaneously when the parent account is updated.
Welcome back everyone! Last week, we learnt how to create events automatically on specific days of the week. This week, let's look at a custom function that helps you to update member accounts automatically when the parent account is updated. Business scenario: It isn't strange to have multiple branches in a business. Or having contacts with multiple branches of the same company. Either way, it would be better to have multiple member accounts for easier identification rather than have all contacts
twilio call transfer
Hello. looks like the most basic function for twilio integration are missing. you cant transfer a call or you cant put a call on hold these are basic functions of a phone system. twilio is unusable. here is the link to the api incase you need it. h
Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill and
Bigin Built in telephony
Wondering if Zoho is going to bring the built in telephony in Bigin to CRM? Zoho has needed to offer their own modern telephony solution for a long long time!! Its a major weak point from our point of view. We've tested several U.S. telephony's that
Deals Territory Assigment
Hello, We are using Deals and assign them to Territories to have an overview in forecasts of our targets. Now we notice that if a standard user (non admin and non territory manager) makes a hit, it's impossible for him to assign this deal to a Territory.
Quotation custom fields not showing in reporting
in the Quote product area I have created two new fields, "Area" and "Option", they are simple pick lists and are working correctly. BUT...... They do not show as available when I try to create a report and I need them. The product description which is
zoho.crm.getRecords()
In Custom function i want to fetch 20000+ records, so i used zoho.crm._getRecords("CustomModule1"); But I have to update only 1 record among 20000+ record at one time. If a new Account is created, and if i have 200+ products in my custom module Product Master then in my custom module ACCOUNT PRODUCTS 200+records should be created with that account name & product name respectively. Below is the code. ============== accdetails = zoho.crm._getRecordById("Accounts",accID.toLong()); accname = accdetails.get("Account
Seting up sales objectives
Hi, I feel like there most be a very easy way to do this, but I just cannot find it. How would I be able to set up goals for our sales rep? I want to be able to create a quick graph where he can see the Sale Objectives that we are asking him for a certain
Lead Name under Leads is pulling the leads Last Name field
On my Leads tab, I want to display Lead Name, Company, Email, Phone. All fields appear to be pulling the correct data with the exception of Lead Name, which is pulling in the Last Name data, as opposed to "ABC Co." as an example.
What's the best way to get all the records in a module
I currently have a products module in CRM that has more than 200 records but if I use a get request in deluge, it only returns 200. What's the best method for getting all the records in my products module considering the fact that I don't know exactly
Layout Rule applied to the Layout that it's not related
Here is the case: We created another layout for our deal module and made adjustments for the users that are going to use it. Old Standard layout is having a layout rule which sets up a couple of fields mandatory upon changing the stage to the Won. But
Is there a free edition (not free trial) of CRM?
I was looking at the price plans for CRM and for the Standard plan it mentions a "Free" for everything in that plus Standard features. But it appears there isn't a free edition. But I know there is a free trial version for all version which I am using
Find and Email to All Records Associated with a Deal
In the Deal module, we have a lookup field that links to a custom module called "Realtors." When a deal has a realtor that is part of the deal, we have this "Associated Realtor" linked to the deal. All we now need to do is figure out how to email all
Updating Pricing_Details on PriceBook using API not working
Hi there, Im encountering a problem updating pricebooks through the API. (for the sake of the length of this post i removed the `$approval`, `$review_process`, `Owner`, `Modified_By` and `Created_By` keys from the data as they are not relevant) Here is
Mailing address for Ireland (or any non-US country)
How do I enter mailing/shipping/billing address's that are not US based? We have customers in Ireland and I'm not sure where to put what address information in the usual US format.
LinkedIn Sales Navigator now requires Team subscription change?
I have been using the free add-in for a month now and suddenly it says I have to upgrade to the team edition. Can someone tell me why? This was a useful tool for me but I will not be spending an extra $40 a month to them.
New Linkedin integration
Zoho now has LinkedIn integration, but I'm confused by it. It doesn't seem to put leads from LinkedIn back to Zoho. If you're not providing integration back into Zoho, then putting LinkedIn inside Lead/Contact/Account pages if you have LinkedIn Navigator (which we have) is questionable. You can just put links on the Lead/Contact/Account pages to LinkedIn using Module links, e.g.: https://www.linkedin.com/sales/search?keywords==${Contacts.First Name}+${Contacts.Last Name}+${Contacts.Account Name}
Create Campaign Layout / Type
When creating a new campaign there are several options available in Zoho: Offline, Zoho Survey and Zoho Webinar in my instance. How do I add my own? Tried adding a new layout but the create button does not pick it up.
Meetup Snippets 06 - Zoho One for Shipping Fresh Cookies to Corporate Clients
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The sixth snippet in this series, taken from our Minneapolis ZUG meetup April 2021, features Juan Ramirez. Juan, aka The Cookie Man, walks us through
Introducing criteria support in Contribution Module for Segmentation
Dear All, Hope you are well! Segmenting customers based on their purchase history helps you understand their behavior and purchase pattern. Now, to facilitate segmentation at a granular level, we have a couple of enhancements. What are the enhancements?
Settings up imap integration for remote users
Hello, I have users on different continent, and I have to setup their (office365) imap integration in CRM. But I don't see an easy way to do so. What would be the best way to achieve such an integration ? Regards,
More than 5 lookup custom fields
How can I create more than 5 Custom lookup fields?
Reporting Hierarchy Help | Reps and Managers only see their teams leads
I am having a hard time understanding how to achieve this. We are using the reporting hierarchy (Rep reports to manager, manager to director) and we are doing this based on a teams location, they are all in different areas. We want them to only be able
Reassign Lead to New User After 3 days without hitting blueprint stage
I have a workflow that I will need to setup that im having a hard time figuring out. We have list of people who will need leads assigned to them based on a specific criteria (i.e. state/zip). If a sales rep does not convert the lead to a deal, it then
Field Changes
Feature requests: 1. System defined fields, like subject in Sales Orders. Allow us to add a tooltip, to give users directions of what kind of data they need to enter. 2. Add the ability to allow notes to be added to the layouts, like a sticky note. For
Email event (like open and click) can trigger action, like update Lead-Status?
Hi there, I am wondering if there is a way to get the following issue I have automated: I often send out individual emails introducing my business to potential new clients, meaning leads. When I sent these emails, I created my own list of Lead-Statuses, and when I sent such emails, I change it from "Uncontacted" to "Contacted". What I would like for the system to do automatically, if at all possible, is for the status to go to the next stage, which is "Opened Email" when a lead does exactly that,
How to Add Multiple Line Items to Purchase Order in Zoho CRM via Zapier.com?
Hello, I am trying to add multiple line items via Zapier.com to a Purchase Order but in Zapier it is not possible to add more than one product (please see screenshot below). Could you please tell me if/how this is possible? I want to add two items to
Analytics Components: Not all related modules are showing up in module selection
First just to be clear what I mean by "Analytics Components": in Zoho CRM, on the Analytics tab, adding a new Component -- those widgets you can add to a dashboard. We have Accounts associated with a custom module called Sales Records. (Because we just
Campaign Source Look up showing Inactive and Complete campaigns?
I have completed a bunch of our campaigns. When we are using the Campaign Source look up on a potential - the look up should only show active campaigns - we have over 300 in there. Can you tell me why this is not working? I would not think that you
Total Leads Per Month (Including Converted)
Hi All, I'd like to see a report that shows all leads received in the prior month. It seems like Sales 101 to want to know how many leads came in and how many were converted. I realize that leads that are converted become contacts, accounts and possibly
How to get Zoho parameters within a Zoho widget?
I have a related list widget in my CRM that uses html to submit a file. <html> <head> <meta charset="UTF-8"> </head> <body> <form action="javascript:loadAPI(document.getElementById('fileSubmit'))"> <label>Upload a file</label>
How can you set a time range to an Analytics Component from the default Converted Leads report
I wanted to create an Analytics component that displayed all leads created in the current quarter by lead source. After recognizing that this only included Leads and not any Converted Leads, I tried to create a second Analytics component using the default
Revamped List view is now available in the latest version of Zoho CRM Android mobile app!
Hello, All! In the latest version of the Zoho CRM mobile app (v3.5.25), we have revamped the list view of all the modules both in its appearance and functionality. You'll now be able to sort the records in the same order as on the web app in the mobile
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