Creating tasks to someone assigned in a user defined field
I'm trying to automate out process, and running into difficulty. I'm trying to have tasks assigned automatically to people along the sales process. I tried to have workflow rules and custom functions to have the potential owner change along the process
Leads - Business Card
Good afternoon. I'm trying to display the Company Name field on the Business Card at the top of Leads, however it won't allow me to do (it's the only required System Field on the page so I assume this is the reason, as I can add any other fields?). Is
Deduplication of Leads and Contacts
We are cleaning up our leads and contacts modules. We have a number of duplicates that exist BETWEEN (in both of) the two modules. Is sthere a way to deduplicate BETWEEN modules?
Picklist can't be edited inline, only in edit mode
Hello, I have a picklist field "Rep Firm" that cannot be edited inline like all other fields within the Accounts page. The only way to edit the "Rep Firm" field is to click the edit button at the top, make the change, and then click save. How can I make
Layout Rule with numbers?
Is it possible to have "x" amount of single lines show up based on a previous picklist question? IE: First Question - How Many Rooms in your house? User hits the drop down to select 5 then the rule would only show 5 single line fields possible?
I'm new. Need to pull Contacts/Leads with C# (ZOHOCRMSDK-2.1)
I've at most been able to setup a new app and have been searching and looking at sample code, but what I found so far either show me REST API code or C# code for another/older version of the .NET API. I am trying to query leads or contacts in the CRM
How can I get or search the today's leads based on created time
I would like to search (searchRecords) or get(getRecords) the today's leads using deluge. This is based the today function and created time of the lead as I understand. But I do not know how to write the function to get the records... As far as I understand
ZOHO CRM API V2 Retrieve Contact Owner
Hello. Very new to ZOHO API. I am working on a proof of concept script to retrieve Accounts and Contacts from ZOHO CRM using Python. I have decided to use COQL and build up a SQL Style query to retrieve the info I need as I need to wrap it in a WHERE
Associate a price book to an account
Hello, I would like to know how to associate a price book with an account, so that the quotes will include the correct price (based on the price book associated with that particular account) as soon as a product is selected. Thanks!
Calls with Zoho CRM - One way call issues
Hi, There are so many call issues that keep repeating when the reps try to call. They cannot heat the callee or sometimes the caller cannot hear the reps calling. Sometimes it works and sometimes it doesn't. Checking with Twilio also has come back
Database accidently erased - can ZOHO restore it using past recent info ?
All entries in one of our databases was accidentally totally erased by someone thinking they were backing it up. Some 35,000 entries gone. Our backups were also erased at the same time. Is there a way for ZOHO to restore all the data using their past
Automate Actions and Make Best Use of Your Time with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Can forms and auto-responders be abstracted to be re-used on multiple pages?
Hi, our site has approx. 30 products, each of which has its own manual. We have set these up in ActiveCampaign as lead magnets, where the user must enter a name and email in order to download the manual. Then leads are tagged accordingly and passed on
Associate a contact or lead to more than one account
I have contacts and leads who work for more than one account. Currently I can see a way to assign multiple contacts to one account, but can't see a way to assign multiple accounts to one contact. Anyone know if this can be done?
Automated logging of calls
Good afternoon. I am looking to create automated logging of calls from our phone system. We are using TelcoSwitch/CallSwitch and I have set up the integration for this already. Using the phone system I can manually run a test by typing in a phone number
Search for data in notes
Hi It looks like we can no longer search for data within notes. I recall that I used to be able to search for specific words that I expect to be found in a note within a module, but this no longer seems possible. I see I can filter for all notes created within a certain time, but not for specific words/context within a note(s). For example, a user may recall that they spoke to a contact about Site X. Now that user can't recall who they were talking to, but knows that they would have added notes
Individual contacts without "company" = no accounts?
Hello, I'm new to ZOHO CRM and from what I learned, the "Accounts" in ZOHO are meant to be created for "companies". That way, multiple contacts within the company can be associated with the account, and yet each contact can maintain their own profile
Call Centre Advice - what setup are other companies using??
Hi. I am after some advice on setting up a call centre. We need a call centre app as a first line that captures all incoming and outbound calls, allowing for notes and categorisation of calls, reporting and analysis. We also require integration with
3CX integration
As ZOHO CRM has now become a serious contender it needs to have a serious phone dialler for 3CX. I've opened up an idea on the 3CX forum and would appreciate if you would take the time to vote for this integration. It's been long overdue. http://www.3cx.com/forums/zoho-integration-43490.html Many thanks in advance.
OUtlook calender syncing with ZOHO ( 2 Issues)
HI Please help my diagnose: Calender syncs, but creates a SEPERATE calender in outlook, I had synced my outlook calender with zoho last year and it didnt do this that time, but this time at it seems ot have created a new calender called ' ZOHO CRM Calender"
How to create a mass email summary/report?
Hi All- We schedule emails to go out on a daily basis. Is there a way to run a report on how many emails went out daily and what industry? Any suggestions would be greatly appreciated! Thank you in advance, Susan Hiley
Sync Data from ZOHO CRM to ZOHO Writer
How do I sync data from CRM to Writer? Like maybe, auto populate fields in the writer with client's name, etc from ZOHO CRM? and maybe from Bigin as well
Unable to get Related records from Custom Modules
When I try to do resp = zoho.crm.getRelatedRecords("custommodule3", "Leads", "1280922000001794916", 1, 3); I get {"4401":"Unable to populate data, please check if mandatory value is entered correctly."} When I try resp = zoho.crm.getRecordById("custommodule3",
Allow multiple booking on Zoho CRM Calendar Booking
On the Calendar Booking, I would like to offer the option to our clients to book the same meeting (on the same time slot.) In the "Manage Calendar Booking" -> "Edit" -> "Advanced Settings" I select at "Maximum no-of meetings on same time slot" a multiple
Return pop-up from button blocked
I have a button on a create view that has worked consistently for quite a while. All of a sudden, it is opening a new tab in the browser with the message about:blank#blocked rather than giving the return value. When tried from the function editor, it
Complete Sales Activities On the Go with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Why are we capped at 5 saved filters per view in the CRM?
We have accounts in about 20 industry categories. We'd like to have saved filters for each of those. But Zoho caps the number of saved filters for any given view at 5. The Zoho-suggested "hack" to create even more views, each of which would hold a maximum
Map Point Territory Management
Hi, My team want to have a way of seeing all their customers on a map, and being able to segment up geographic areas to form territories. They have previously done this sort of thing with MapPoint which makes it a 15 minute task instead of several hours.
Zoho CRM and Quickbooks online integration
Hi all. I am an IT consultant and developer and just started using Zoho CRM and I like it a lot. I noticed some random requests for QB Online integration. I have seen many of my clients migrate from the desktop to the cloud for QB and I have as well. Are there any plans to connect these two? Right now, I enter estimates into both systems, Zoho to track prospects and QBO so I can send estimates and convert it directly to an invoice when I win a bid. I would love to do this in one place, not to mention
WANTED workflow RULES to trigger EVENTS
This has been requested several times in the forums but I figure I will give it one more shot. We constantly setup appointments for leads and have created a field "Appointment Date and Time". Once we fill this field, the system should be able (on value not emtpy) trigger an event for the record's owner with the appropriate date and time. This way the calendar could be filled automatically and replicated to Google. Yes, we know we can save the record and create a new event activity, but why have to
SLA - Zoho CRM
Hello, I have a question about the SLA in Zoho CRM. Can we put an antomatic task when the SLA is finish? Thank you
How to send email to contacts filtered by one account field
Hello, We want to send email from the CRM to contacts, using a complex request. I can't seem to be able to find an easy way. From the CRM contact Module, I should be able to select contact using contacts fields but also one field belonging to their Account. I can't find a way to add a related module in the (left column) search, or is it ? O can I make the selection another way ? Then, once we have the list of contacts, we should be able to check the one we need, and click on the Send Email in the
No 'Aswer' button visible with Twilio & Zoho
My calls from Twilio are directed into Zoho CRM and are intermittently working. Occasionally I get the pop up to say somebody is calling, but there is no 'Answer' button and sometimes the calling box shrinks to just display "Calling..." which remains
How to add a user filter to a CRM Dashboard Report?
I've prepared a dashboard report as seen in attahment. The report compares the task, meeting, call and deal counts depending on the months. I want to add a user filter to the Dashboard to filter the chart depending on the sales persons. In this way,
Subform - resize column width to fit my selections
Hello I am using the Subform and have two columns. One for a date and the other for a multi-line. I would like for the date column to stay in the first section however I would like the multi-line field to expand the rest of the sections so I can obtain
API issues still
Is anyone else having issues with the https://www.zohoapis.eu/crm/v2/Leads timing out. apparently its been fixed but still having issues.
Global Company changing Data Centers to comply to GDPR
For companies that have offices in other countries, ie: US and EU, how are you dealing with GDPR? I was told best way was to change data centers to EU. I believe that means I need to change my .com system to .eu and create a new billing location. Can
Easily Edit Report Results like in Zoho Sheet View?
I love using Zoho Sheet view to update records directly on the CRM instead of importing/exporting/all those extra steps. However, I often find the data that I'm looking to work with on the Reports feature. Is there some way that I can generate a report
Recommended Method for Adding Social Fields to Leads / Contacts?
Hi, all. I want to add fields for LinkedIn, Instagram, and YouTube to my Leads and Contacts modules. Should I create URL fields, text fields, or something else? Ideally, these fields would function as the Twitter and Facebook fields, requiring only
Assign Territory to a prospect
Hi, Is that possible to assign a territory to a prospect in the entreprise version ? Thanks
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