Zoho CRM and QuickBooks Enterprise Solution?
Hello, I am evaluating implementing QuickBooks Enterprise Solution and let me know if you can integrate with Zoho CRM. So far I've read that you can integrate with QuickBooks Simple Start & Premier, but I wonder if it could also integrate QuickBooks Enterprise Solution with Zoho CRM. Who can help me with this question, I will be grateful. Sincerely, Otto Rodriguez
Zoho CRM Outlook Calendar Integration - Best Practices
Does anyone have any best practices they can share about Outlook Integration for Calendars with Zoho CRM? Right now we have the following requirements: All sales team members must log their customer meetings (in-person or virtual) in Zoho CRM Calendar.
Update last activity time for a Deal after sending an email
Hi everyone! We're currently looking for a solution to update the Last Activity Time after sending an email through the CRM. Our salesperson operates by viewing the currently active Deals and sorting by Last Activity Time to see the last time he reached
Notifications to Customer on Shipment
We currently use automated alerts to customers when an order is shipped. However, I have not found a way to successfully have these notifications work when part of an order is back ordered and only some of the products have shipped. Has anyone built notifications
Getting records from a subform
Hello, i'm trying to fetch some data from a subform that holds information of asset lendings, the subform is located inside every lending register, and this registers are part of a custom module. The problem is getting the data from all registers from
Totally New to Functions
Hello Community. I am entirly new to CRM deluge functions. Trying to learn, but also have my feet to the fire on a deadline. I need some help writing a custom function to update a "Account Country" field in the Cases Module based on the "Shipping Country"
Share data for analytics purposes only
We have 10 users and would like to share data (contacts, leads) for analytics and reports purposes only. We want to be able to compare sales figures, current customer stats etc. I am able to achieve this in data administration by making the customer and
Planning workflows with client
Hi all, I need to collaborate with the client on how they want workflows. (what needs approving; which email to send out after what duration of time and which function is triggered etc...) What tools do you use? We basically need an easy way for myself
Adding the user Manager and His manager to the Deal Function
Hello Zoho Team & Community: I need to write a function that brings the current user the deal owner "reporting line" i.e his manager and his manager manager and insert it into the Deal. I am assuming i would use the Get Users API or the Role API? Would
C# SDK Complete example for linking contacts with account during CreateRecords
I want to import accounts and contacts and link them directly in one API-call. from my old CRM I get a collection of all accounts and contacts. The relation in my old CRM works with GUID and I know that ZOHO has another way for linking between this two
Summary report - Created Time Grouped by Month
Hi, I am trying to create a Summary report where the records are grouped by Created Time but by month. I seem to be able to group the field by month in Matrix but not summary reports. Could someone please point me in the right direction or help me find
Syntax to POST a MEDIA from Zoho CRM to Wordpress Media Libray (Zoho Deluge)
Hi, I try to post a picture from a product from Zoho CRM to Worpdress Media Library. This is what i'm doing but i have an error : Execution exception : 'Error due to - 'Internal Exception'' picture= ifnull(prodDetails.get("picture"),""); map = Map();
About linking the product info PDF to our website.
I wanted to know if there is a way to create a link from our website that would link to the product PDFs that are stored in the CRM. If this is possible, it would save us from adding the PDF to the actual website every time we make changes to the product.
Updating a field with two fields in same modules(Lead)
Hi there, I'm trying to create a function which updates a module with two fields combined in Lead. I have a [Company] field which I use as household name in lead. What I want to achieve here is to put Lead's Name[Last_Name&First_name] into [Company].
Menu "Connections" is missing and calls in custom functions to other Zoho services fail with code 14
Greetings, since three days the REST calls to Zoho Books via custom functions fail with the following error message: {"code":14,"message":"Invalid value passed for authtoken."} I wanted to refresh or renew the integration with Zoho Books but noticed
Call log
I need to know if there is an option when when our sales department logs a call into Zoho CRM, if there is a way to automatically send and email to me that says a call has been logged? Instead of them having to send a separate email after a call saying that they made a call? Please help.
Mas Update "Account Name" field of Contacts
A number of contacts were added without an Account Name details. I wanted to add all of the contacts to the correct account using the "Mass Update" Function. However, the "Account Name" field is not one of the options that I can select to mass update. Is there a reason for this? Is there a way I can mass update the "Account Name" of a contact?
Convert CSV to JSON
I always rely on questions. Thank you for your response. It is a question, but this time it is dealing with the internal API, but the content that pulled the API will be CSV. I would like to change it to Json format, but is there a way? It's very troubled….
Create a task on a account via function
I'm trying to create a function for accounts that creates a task based on certain conditions and processes (that's why it's not possible to just use a workflow). Everything seems to be working fine, with the exception of the task creation. Does anyone
From email address in sendmail - Custom Function - Zoho CRM
Hi, Using SendMail in a custom function in Zoho CRM, we want to configure the From attribute to a specific user instead of zoho.adminuserid or zoho.loginuserid. Additionally, when someone receives an email sent with From attribute set as zoho.adminuserid
Is Zia voice implemented on a desktop browser? If so, where the heck is it?
Is Zia voice implemented on desktop browser? If so, where the heck is it?
Hard Bounce Email List
Not sure who else agrees but it would be great if I can generate a list of contacts with email addresses getting a hard bounce. I can see a warning symbol beside emails indicating that its bouncing in the specific contacts info page but, it would be great if I could generate a list of all contacts with those warnings. I could then use this list to try and correct that bad emails. Just a thought...
article group, category, product group
With the data migration, another question arises that cannot be fully answered even by trial and error. Product categories (in our ERP system "product groups") As "usual" in some places in Zoho, there are several ways to depict the same thing. But what
Where are my emails being stored?
Hello, I appreciate and thank you already for viewing my post, and hopefully answering my question. I am using Zoho CRM to email clients. We have some great html templates made, ready to be sent out. I am looking to add the "Having Trouble Viewing This
Workflow Rules On Linking Objects
The linking object is very useful but is very limited in what you can do on the module, I would like to see the ability to run workflow rules on Linking Modules as my users currently have to press buttons to run any custom functions.
Zoho CRM field gives anyone access to other records!?
Hi Within CRM Id like to send a mass email to my contacts which contains a link to my Form which is prepopulated with their specific details. If I Insert Form within my CRM email this works fine. BUT I can only do this for one email at a time. If I include
QR Code used to point to a Deal/Potential
Guys, I want to be able to use the QR Code on a mail merge document that ive created. This document is basically a "job sheet" that my service guys take with them to jobs. If they want any more information it would be cool to get their phones and scan
How to integrate Wix Member Profile with Zoho CRM
Hi, I am using Wix website - member profile feature where each user can create their online account on my webiste. https://support.wix.com/en/article/creating-custom-member-profile-pages I want to integrate this with Zoho CRM so that when a user/member
Created Time Not found in Formula
Hello, I am trying to create a custom field just containing the date component of the created time of a deal. However, when I try to do it through the the datepart formula I am receiving an error message indicating that the created time field cannot be
CRM Report with Blueprint Data
I would like to create a report on CRM using blueprint data and would like it to show the amount of transitions done after a specific date rather than the time spent between transitions. Can I do that?
Using HTML email templates from Campaigns in CRM?
Hi Zoho Admins, I would not only like to produce HTML email templates I can use for my mass email campaigns with the Zoho Campaigns tool, but also use templates I create in the Campaigns tool in the CRM tool. Is there a way to do this, meaning a way to
Create Quote from Lead
Is there a way to create a quote for a lead or must they be converted to a contact first?
How does one lock or unlock a Workflow?
How does one lock or unlock a Workflow?
Mapping Feature
I know this has been discussed in the past, but I would really like to see a mapping features with contacts and opportunities. The mobile app is OK, but I would love to see it in regular zoho crm. The ability to see customers and projects/opportunities
How to create reporting that tracks sales KPI's for openers and closers?
We are upgrading our sales team to include openers and I need to be able to create reporting that allows me to measure the effectiveness of them, as well as our closers. Our sales process takes about 20 minutes, and typically people don't come back to
Formula - Merge single line text fields that contain double quotes
I'm having trouble creating a Formula field that joins two text fields together when the user text contains double quotes. For example I have two fields named as follows to hold sizes in feet and inches noted with single and double quotes. Length (Feet
Cant see other active users
I'm signed in as admin with fully permissions (including permission to Change Owner). But when I try to change account ownership, I only see my account as an option, and not the other active users. This issue arose after I (successfully) imported new
Quarterly Reports
Has anyone figured out how to do quarters in reports? I'd like to see forecasted revenue shown per quarters. There really is no good way to do by month either unless you make close date on opportunities always be last day of month -- which is what
Get Details of a Delete Record via API?
Hey there — I'm currently using the watch API to allow our backend server to receive updates from Zoho and then propagate those changes elsewhere. Right now I'm trying to implement the ability for, when a record is deleted in the CRM, it is also deleted in other locations in other services that we have. However, when the record is deleted, the API only sends over the record ID, which is not the ID I need in order to delete the record in other services. Instead, I have another ID as a field in the
Generate auth token ??
How to generate 'auth token' in zoho projects via API mode. I am able to generate Authtoken via 'Browser Mode' but I am stuck in generating auth token via API mode!!
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