Zoho CRM date to Adobe PDF form
Hi There, Is it possible to create a custom function where we can move the data from the Zoho CRM record and fill out adobe pdf forms? We have an immigration firm and usually, we need to fill out PDF forms provided by the various immigration departments.
#Tip 5: Near by me
If your meeting with a client wraps up ahead of time, would you like to use the rest of the time by meeting another customer? Of course you would want to keep winning more deals. You can do just that by finding a customer who is around the same vicinity through Zoho CRM's 'Near by me' feature. In a single tap, your Leads, Contacts and Accounts near you are displayed on the map. You can schedule a meeting and even get the driving directions to the customer’s location. The 'Near by Me' feature
How to check the daily activity in graph form ?
We want to check the user wise activity of pending and done for the day or future days? Please help out in this regard
Lead Conversion Error
Im getting a "Parent field length should be less than or equal to the other field length" error when trying to edit Lead Field Mappings. I understand that the leads field needs to be the same size or smaller than the mapped field in contacts or accounts.
Start call from custom function
Hello, I need to create and start a current call from a custom function. Any suggestions ? How can I get info and related commands and functions about this ? I have made this code. It register the call as a completed call. leadDetails = zoho.crm.getRecordById("Leads",leadId.toLong());
The Convert button!!!
Shouldn't a lead stay as a lead until a Deal is won/lost and then convert to a Account/Contact. I'm sure that's how it is done in other CRM's. That way for the sales pipeline you could have deals that relate to leads and deals that relate to clients (upselling
Triggering a custom function from Approval process Not working
Hi Forum, Our requirement is to automate creation of child records once a Parent Deal with recurring option is chosen. If recurring value is 12 months, then 11 child deals will be created and tagged with the Parent Deal. The function itself is working
Zoho CRM Task to Invoice
Hi, I would like to know if there is a way I can add a button in my tasks to create an invoice using the details in that task to create the invoice? At the moment people can book a service on my website (using zoho booking) and then using flow those
Autopopulate Lookup field
When I create a new entry in a custom module (data sent through Zapier), I would like to autopopulate a lookup field with the value from Zapier. However, I get this error message in Zapier: Zoho CRM: Unable to create entry in module: Vingo_Ride. Error
Pop-Up information window
It would be good to have the ability to add a pop-up information window for important information each time a record is opened. For example, you could add a one to an account saying that the contact works night shift and to only call after 5:00pm and
Dashboard - Grouping Record Count by Ann Rev Range
I'm trying to figure out how to create a simple pie or bar graph that shows how many Lead records fall within a certain revenue range. For example... how many leads have over $1,000,000 in Annual Revenue, how many leads have between $500,000 and $999,999
Self Service update of contact information for clients
Whats the best way to reach out to contacts to verify you have their correct and most up to date information? Is it to send an email to a mass group auto-populating the information you have for them to validate? Or even better have a customer/contact update their contact information? What has worked best for you?
Self Service updating of customers contact information
Whats the best way to reach out to contacts to verify you have their correct and most up to date information? Is it to send an email to a mass group auto-populating the information you have for them to validate? Or even better have a customer/contact update their contact information? What has worked best for you?
Associate existing contact with Account
I want to associate an existing contact with an account but Zoho only gives the option to associate a new contact. If I want to associate a new Acount to a parent account I have a lookup field but not for associating an existing contact.
Two way sync between ZOHO CRM and Outlook
I would be interested in being able to sync at least contacts, if not calendar and tasks as well, on a two way basis between Zoho CRM and Outlook. Any plans for that, or any way to do that now?
How can switch my CRM settings to allow duplicate contacts and emails?
I have a lot of contacts and leads who have team or department inboxes and every time I convert them to contacts, it merges it to initial contact that was first created with that email address. Is there any way to allow duplicate contacts?
Adding photos for users from Admin account
Is there a way to add photos for user accounts from the administrative account? Or can this only be done while the user is logged in, then going into their profile?
Super Admin ability to move mistake transitions back to the previous state on blueprints
I've created several blueprints and I am having an issue when a representative accidentally clicks the wrong transition and there is no way to return it to the previous state/status. I understand why this would be the default setting for standard users
'In-app purchases' feature is now supported in the Zoho CRM iOS app
Hello everyone, We are delighted to let you know that we now support 'In-app purchases' feature in the latest version (v3.6.23) of the Zoho CRM Mobile app. You can now subscribe to the Zoho CRM editions (Standard, Professional and Enterprise editions)
Implementation for Kitchen retailer
Hi everyone I'm fresh to Zoho CRM and trying to figure out if I can use it for my kitchen retailer company. The way my business works is: 1. Get a lead 2. Home measurement and consultation 3. Design 4. Contract 5. Order and manufacture 6. Install 7. Inspection
E-Mail overview on account level in CRM
Hello everyone, after some discussions, it seems like it's not possible to show all E-Mails that were sent to contacts accumulated on account level - as long as the were not sent directly from CRM. As of now, in the linked list for E-Mails you have to
Meetup Snippets 02 - 'How to learn from Zoho Community' by Hannah Eversole
We are happy to bring to you the second snippet in this series from Detroit ZUG meetup in September 2020, featuring, Hannah Eversole. Hannah is the Detroit ZUG Leader. She demonstrates how Zoho Community and online forums help her learn more and provides
SDK behaves differently when run from different locations
Hi, I am using the C# SDK v3.1.0 (ZCRMSDK) and experiencing different behaviour when I run it from two different but identical servers (using the same code and same database). From one server I receive the following error when trying to update a Choice
Cant see configure function button
Hi, I'm trying to create a custom function but I'm unable to see configure function button at the actions screen. The only thing the screen is showing is "Functions Functions are written using Deluge scripts to manipulate data, communicate with third-party
Response code for 0 records in get records api
What status code is returned by zoho get records api when there are no records ? Is it 204 ? How can we exactly conclude that there were no more records ?
Add a subform in mail model
Hello, In my opportunities form, I add a subform and i want create a mail model with this subform. can I do this ? Sincerely, Alexis
Calls Workflow Triggers
So I have been watching a tutorial about Calls workflows and I do not have the trigger options that are in the video. As you can see below, there are triggers for missed call, outgoing call etc. This is clearly an older version of Zoho CRM from 2020
Put Notes on Call Description Phonebridge Popup in Lead/Contact/Deal Notes
I'm trying to figure out a way to have the call description on the phonebridge screen pop be synced or create a note on the respective module lead/contact notes or at the very least shown in the timeline. I was able to do this on Bigin with Zoho Flow
User guide about client script!
Hello every one! I want to find some example code about client script or some document to referece about it. Thanks for your help.
Export the calender view
How can we export (in PDF) the monthly calender view from zoho crm?? Is there any option??
Keeping track of payments in CRM
L.S. I need a way to keep track of tuition payments of my students in CRM. Students receive an invoice toward which they make payments (in installments). Unless I open up my (non-Zoho) bookkeeping software I have no clear overview of this. There is a
Create Meeting in CRM Calendar tab in Outlook - Show meeting under client´s open activities?
Is it possible that when I create a meeting in Outlook through the Zoho CRM tab and add a clients email adress as a participant of that meeting that the Meeting in Zoho CRM automatically connects that meeting to the client in Zoho CRM i.e. display the
Bulk Delete Attachments
Hi Guys, What options do we have to bulk delete attachments in Zoho CRM? Cheers, Sam Daynes - CEO at Ardento Zoho Partner - Australia
Map Dependancy
Hi Quick question - can you not create map dependancy fields with multi select pick list fields? Is there a way around this? We have a Industry Field but our customer base may go across several industries. We than want another Secondary Field to narrow
Sales Process - Products & Accounts
Hello, We create Quotes under Deals then convert them to Invoices. Newly created invoices are sent to our Accounts package Xero via API. We also scan Xero for new invoices every 30mins. We created a custom module in Zoho CRM called "Xero Invoices" which
Using Price Books
I'm having trouble understanding how to use price books. We have four levels of prices for each of our products (retail pricing and 3 levels of reseller pricing). What I'd like to do is have the ability to assign a pricing level depending on the type of customer. Here's what I'd like to do: 1. Be able to bulk add products to price books, this way I don't have to manually enter product pricing for each product/level. With 600 products that would be 2400 manually entered prices(!). 2. Connect an account
How to report on Unapproved Leads?
We have lots of unapproved leads and would like to run some reports on these so that we can clean them up. There doesn't appear to be any way to report on these. When I go in the list of unapproved leads I have no way to filter. I don't even know how
Add the Lead Image to Email Template?
We have a "New Lead Notification" email that is sent out automatically when one is created. How is it possible to add the "Lead Image" to the email?
Multi-Select Lookup
I'm using python sdk 3.x.x I can't find documentation on how to update Multi-Select Lookup in a record ro = RecordOperations() request = BodyWrapper() record_list = [] record = Record() record.set_id(record_id) record.add_key_value(record_field, '??')
Quotes - Formula note working
Hi, On any quote when I'm editing the total formula works normally, but when I save it the result (value) disapear. Can you check it please? I created new formaila field to test, the same. tks Nonaka
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