Deals and Reports
Hi there. This is a potentially really dumb question, so please no judgement! New to Zoho and trying to help a company navigate how they use it. This company I'm working with is only using Leads and Contacts. They've never used Deals for any sales opportunities/sales
Function that update the Contacts module from the Invoice module
Hello, i want to know how i create a function that check the location at the invoice and updates it at the Contacts. Thanks in advance. kosta
Is it possible to add a server for email relay when using a personal gmail account?
I'm having issues setting up a server for email relay. Is it possible to add a server for email relay using a personal gmail account? I keep getting a message that authentication failed I've verified that the email address and password are correct.
Share several registers all at once
I'm wondering if the sharing of several registers all at once would happen in Zoho ? Sincerely, Alexis
Cannot get a "Due and Past" report
I'm sure someone has tried this - I hope successfully. I'm trying to get an ACTIVITY report that shows all my TASKS, CALLS, and MEETINGS that are still outstanding/upcoming, but not in the future. I can get this to work with TASKS, but when I try to add
Gravityforms error "The field cannot be found"
I am using GravityForms with the official Zoho CRM Add-On. I have set up a feed to create a new contact on form submission. However, the contact is not created, and my debug log shows: ERROR --> GFZohoCRM::create_contact(): The field cannot be found
Script that creates a deal when a product record is assigned to a contact
Is there a deluge script that can handle this process? Creating a deal when a product record is added to a contact record. Thanks
CRM API V2 Python Example Needed
I'm new to Python but was able to create an API connection using API version 1 to my Zoho CRM. I've tried for the last two days to write a Python script based on API version 2 but having a very difficult time. I've tried to use the examples in the API documentation but its just not working. I was hoping that someone could show me from start to finish how to write a very simple Python script to display a list of modules. I'd like to see how the API is initiated and how it makes the header calls and
Can Zoho Booking update a Lead in Zoho CRM?
I've been searching online and I can't find a way to do this. I want to be able to send a Zoho Bookings calendar to a customer, have them fill it out with a time slot, enter their name and email, then update a custom field in a Lead record in CRM with
is Multiple organizations in CRM coming?
Hi, I Just noticed in the CRM App for iOS that you can choose "Organization". Right now there is only a way to choose between production and sandbox environments. But is it in the pipeline to be able to manage two different organizations with the same
How do I set up ZOHO CRM to handle multiple companies
I need to use ZOHO for multiple companies and the data sets and screen views are significantly different that my existing ZOHO CRM database. There is only two users, myself and my assistant. We will both need access to each companies CRM database.
Links as Attachments
Hello, I'm wondering if it's possible to associate a name with a link. For example when I add an attachment and choose link. The name becomes "Untitled" and as far as I can tell there is no way to rename it. I tested this by using a Msoft onedrive link.
Dropdown Selection Determines which 3 fields get CONCATENATED for Custom Field
We want a custom field which Concatenates 3 different fields into one, to be populated based on the dropdown value of another field. In leads we have 3 different custom addresses: Freight Street Freight City Freight State Freight Zip Shipping Street Shipping
Auto filling field value from one field to another field based on the input of a field within the same module in Zoho CRM
Namaskaram, Check this link for knowing the technique to auto fill field value from one field to another field based on the input of a field within the same module in Zoho CRM. For example, you may have two address fields as 'Temporary Address' and 'Permanent Address'. For some cases, the temporary and permanent address can be same. At that situation, you can auto fill the temporary address in permanent address by clicking the check box (Same as Temporary Address). It will reduce the time duration
Help setting up a funnel based on progress
Hello, We have set up a module within the CRM for target clients, and a picklist to indicate what stage we are at with them: 1. Not started 2. Initial contact 3. Product Demo/Training 4. Assessment/Loan request 5. Quote Based on this we want to set up
Fax Service
Are there any plans to host a fax send/receive service alongside your mail hosting service? Being able to send & receive faxes to/from Z Docs/z Mail would be most useful. Thanks Luke
Delete Widget with custom fields is Zoho CRM
Hi, I recently added a widget to my Zoho CRM, however, I made a mistake. How can I delete it? I am unable to delete in in Settings > Developer > Widgets as it is "associated with [a] component" and I cannot find any way to remove this association Th
Lead Conversion - Duplicate Record in Contacts
We have fields in our Lead records that are populated by a form. The same fields exist in our Contact records but the data may be different. When we convert Leads, if the fields in the Contact record have data the new data in the Lead record DOES NOT
When integrating Survey with CRM the Survey does not show for submitted Leads
I am testing your native integration between Survey and CRM. I have it set up so that when users submit a Survey they are created as a Lead inside the CRM. On the Lead detail page at the very bottom there is a "Zoho Survey" box where I assumed links to
HTML Editor delete and modify my code when I insert my HTML Email template
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns:v="urn:schemas-microsoft-com:vml"> <head> <title>LoanLogics</title> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="X-UA-Compatible" content="IE=edge" /> <style type="text/css"> .ExternalClass * { line-height: 100%; } </style> </head> <body style="margin: 0; padding: 0; width: 100% !important;"> <table width="100%" cellpadding="0"
Introducing CallGear, EasyPost, Shippo, Linckr and 9 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 13 more extensions for Zoho CRM in the month of July 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
How to track email activity from sent email in ZOHO CRM.
When i was using Hubspot CRM, there was a special email that was always in the BCC that tracked recipients' activity on the email like open time/date, time looking at email, links clicked etc. Is this feature available on the ZOHO CRM? I am having trouble
How Zoho enabled a smooth transition from in-person to online sales
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Sarah Dower is the Regional Sales Manager for Metagene. Metagene has been in the life
Generate a contract
Hello, Is it possible to automatically generate a contract from the information you have entered on the leads section? For example, user will enter the client information in the leads section and this information will appear on the template contract and
Non-Sales Pipelines? Better solution?
I am new to Zoho and migrating from PipeDrive, so I may be missing something obvious here. PipeDrive had unlimited pipelines, so in addition to the traditional 'sales' pipelines, we had two pipelines that were not really sales-related. In one case, we
Custom Views for Analytics Reports
Hello, Is there a way to customize the view of the tabular report that is created when we click on a graph in the Analytic section of CRM? For example, I'm in the Analytic tab here. If I click on the number "20". I get here. I only have 2 columns, my
Is there any way to create a parent/subsidiary relationship in the Leads module?
I know this exists in Accounts module, but I want it in Leads module because the lead is not an Account yet. It hasn't progressed enough to become an account. If there's no way to do this, then is there a workaround? Or is the only workaround to convert
Create Deal ID only once the record reaches a pre-defined stage
Hi, Was hoping someone can assist. We would like to create a workflow rule/function so that our deals (we have renamed them opportunities) generate a unique ID only after they reach a certain stage in the sales cycle. For instance; 1. create a deal called "Council asset repair" and set sales stage as "Notional interest" = No ID number created or shown 2. edit the sales stage of the deal to "submitted a quote or tender" = create and show a sequential ID number I have had the friendly Zoho chat people
Email Configuration For Standard Version
We have initiated a trial of the Standard version. Can we set up email integration with gmail during this trail period? I don't see the email settings under the personal settings area? Thanks!
Notes order in Canvas builder view
I'm experiencing a problem in the order of notes in Contacts with Canvas builder module view. In the standard contacts module you can choose whether ordering notes with "Recent first" or " Recent last". Once you select first or last you will see the chosen
Page Layout - Default
Is it possible to set a default layout, based on a profile? Ex: - I have a Manager profile, and Sales Rep profile. - I create a new Layout called Sales Layout, and add a custom field called 'Stage' to that layout - Under Layout Assignment, I set the 'Sales Layout' as the default for the 'Sales Rep Profile - I want Sales Reps only to see the 'Stage' field. Furthermore, whenever a Sales Rep opens a Contact record, it should always open to the 'Sales Layout'. I tried to do this, but for pre-existing
Important Update on MS Outlook Plugin using IE Browser - EOL
Hello everyone, In our previous post we had informed about the old browsers that were updated for Zoho CRM. As a result, all versions of Internet Explorer will stop working, instead Edge can be used. We hope all our users have upgraded to the new browser
Invoice Myself To Pay Salesperson Whenever a Deal Reaches a Certain Stage
We need a way of sending ourselves a purchase order automatically whenever a "Deal" reaches a stage other than "None". It's basically a reminder to pay our Sales Person who generated the Deal for the lead, and a way to track who has been paid what so
Undefined offset: 1
Before all, I have a centralized model class which has the zoho php-sdk and I have 3 more model classes that inherit from it all these work fine, but I made a new one. After I set my access token I tried to make just a "getRecords" method and I got this resoponse. { "name": "PHP Notice", "message": "Undefined offset: 1", "code": 8, "type": "yii\base\ErrorException", "file": "/var/www/html/rpc/vendor/zohocrm/php-sdk/src/com/zoho/crm/library/api/response/CommonAPIResponse.php", "line": 104, "stack-trace": [
Automatically add Prospect (lead) to Campaign
Looking for a script which will add a prospect to a specific campaign based on a field in the prospect card. Essentially, we have a field in our prospect layout called "Renewal Month" which is populated with the months of the year. I have a campaign set up for each month so I can run email marketing for each month based on a renewal timeline. So there we have 12 campaigns called January Renewals, February Renewals and so on. What I'm looking to do is have a prospect added to the campaign that is
2 Factor Authentication (2FA) for Accounts
We use additional verification for customers to be able to make changes to their account on the phone to protect the security of their account. We do this by sending an SMS with a random 6 digit code. It would be great if Zoho CRM had this future built-in
Duplicate record with function
Hi, is there a way to duplicate a record through a custom function ? (On my concern, I would like to duplicate an invoice convert from a Quote to split it in 2 different invoices). Thus, a way to convert a quote in 2 invoices would be ok two. Thanks
Code to delete a product line in product details of quote
Please provide the code to delete a product line in product details section of a quote using deluge custom function (not xml or api call). Thanks.
Option to view all emails associated with a contact, deal, etc.
My company is using Zoho CRM with the Mail add-on to pull in all of our mail and associate it with contacts. When viewing the emails associated with a contact, deal, etc., I currently have to choose which sender's emails to view. (See attached screenshot.)
Search records API: Include converted records
Hi. I was using the search records API (because I need to use criteria) and to my surprise there are some Sales Orders that have been converted to invoices that are not being returned by the API. I see that in Get Records API there is an option to recover
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