Can I pass data to widget which open from botton click?
Hi I create a button in contacts view . The button will popup a widget. I want pass the contacts ID which I select to widget. Please show me how can I do? Kenny
searchRecords api method
Trying to understand why the following is happening. I have created 3 account in the CRM with the following account names Wonder Company Test Sample Company When I make the following call, I get all companies returned as the result https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken={My Auth Key}&scope=crmapi&criteria=(Account Name:a) I would of expected none to be returned, it in theory it is getting accounts that "Start With a"
How to disable email notification when sharing a record ?
I have a workflow who share some records between users. My mailbox is full with notification of success sharing of record. How can I disable theses notifications ? Thanks
Somehow convert an existing field in Accounts from an old CRM system that contains account numbers and auto-number all future entries
I have custom account numbers in my Zoho CRM Accounts module after migrating over from another CRM system; they are in a single line field but only contain a numeric string. I'd like not to lose this history but create an auto-number field from a particular starting point going forward in Zoho CRM Accounts. I'm told that I cannot create an auto-number field and import previous data for it thus I believe what I may need to do is create a formula to copy an auto-number field over to my current account
Need Proper Syntax when using "Contains" within the territory setup (Account Rules) / Using State for Territory Assignment.
Hi there. I am looking to setup territories within Zoho CRM. [Please not that I am not a programmer and I'm simply looking to properly use the functionality setup in the CRM] When I get to the Account Rule part, I am looking to input a string of States (since there is no picklist) to use as the Account Rule Criteria. What is the proper setup for inputting data to be associated with the "contains" option: Option 1: alabama, kentucky, ohio Option 2: alabama OR kentucky OR ohio Option 3: alabama;
Database management/email marketing for a unique business case
I'm working with an early-stage company whose business is in the professional media space. We're working through the buildout of their Zoho CRM environment. The way we've got it set up is one module for Influencers, one module for Media Creators (MCs), and one related module that stores Media created by MCs (an MC can have multiple Media associated with their record). The challenge I'm facing is wanting to be able to create filtered outreach lists of MCs based on a combination of fields between the
Do I need a new license as a developer?
Hi Im working on the CRM for the client. The client has a license. Do I also need a license if Im working in the CRM? Ill only be doing about 5 hours per week on the project. If I use the client's login details, will it block her out of the CRM while Im logged in? Thanks
My Zoho Story #09 Dr. Joseph Sweeney talks about moving business goals with the ever-changing market
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. Joe Sweeney is the technology advisor for IBRS which provides Inform ation Technology
Auto-populate US Zip Code (custom module) based on Address, City and State
Hi there, I have found several topics on how to auto-populate address based on Zip Code but not the other way around. I need a custom function to auto-populate a Zip Code field based on Address, City and, State fields in a custom module using Google Maps API. Thanks!
see / cancel postponed email
Hello, is there a way to see / cancel postponed emails? BR, Brendan
ZOHO CRM API and Zillow API
Here is what I am trying to do. I was wondering if there was a way to use a zillow api or any other real estate related API to populate information into a ZOHO CRM lead. I wanted to be able to grab information from Zillow like the Z estimate and beds, bath, square footage, school districts, etc from zillow. I wanted to do it in a way that I just clicked a button and it auto populated into my Lead fields. Right now I can go to my real quest account and export the field and then input them into
Transferring contacts to another layout
We are revamping our entire CRM and reevaluating fields. I have created a new layout with the new fields so now I have a few question as to how i can get everyone moved over. 1. Can you do a mass transfer of contacts from one CRM Contact Layout to a new one? 2. What is the easiest and most accurate way to move information from one field to another? ie we are replacing an organization type with a more broad field and would like to make sure everyone is accounted for. Any help or guidance would
Unused Fields in a Layout - Are the still in the database tables?
I recently created a new "Standard" layout for my sales team, moving many fields they don't need to the "unused fields" section of the layout. I have a separate layout for "Marketing", which shows the fields. As a result of the change, I'm now getting an error when importing records into the Leads module in Zoho CRM. My workflow is: Unbounce > Zapier > Zoho CRM Leads The field causing the error is Boolean, true/false. This fields is "unused" in my Standard layout. I would assume that even though
Custom view - When adding a new component - Why are records listed limited to 5?
I dont really want to have to use the navigation button to scroll past 5 entries. Why cannot I see all my tasks at the same time?
Change of flow in the configuration of Unsubscribe Link
Hello everyone, Configuration of Unsubscribe Link has been revamped. Below are the list of changes that you will notice: Entering return URL Earlier you had to give the return URL in the configuration page. Now you can create unsubscribe URLs and maintain a list of the same. Creating the unsubscribe link During creation of unsubscribe link, you have to enter: 1. Location URL: The web page URL where the unsubscribe link will be hosted. You can choose a standard page designed by Zoho CRM, that will
How to import pick list data
How do I import data into a pick list field? This field allows multiple values to be picked from a list, so how do I identify that on the spreadsheet to be uploaded?
Recent Enhancements in Webforms and A/B testing
Hello everyone, Here are some recent enhancements that we have made to the Webforms and A/B testing. Cloning of webforms: We are now allowing you to clone an existing webform within the same module. They can clone it across the available layouts. In case
Zoho CRM and MS Outlook Plugin - Reoccurring Calendar events issue
I am a novice user and exploring the various features of Zoho CRM for Outlook plugin. I noticed: If a reoccurring event was created in Zoho CRM, then it will be added to outlook calendar as separate events with same info (IE: Create in Zoho CRM reoccurring event for 3 consecutive days. Once synced, it’ll be added to Outlook calendar as 3 separate events w/ same info) If a reoccurring event was created in Outlook, then once synced it will only add the first day in Zoho CRM calendar. If a single day
list view across accounts and contacts for mass mailing
Hello, I am a bit stuck on my CRM setup... let me explain I want to send emails ("mass mailing") to some contacts of specific customers. -> I want to create a list across two modules (contacts and accounts), but it seems that this is not possible. all contacts from accounts with account-field industrie = medical or: contacts where field department = marketing from accounts with account-field industrie = bank I can do this with a report, but from this I cant use mailing... So: 1. is there a way to
Add Tag / Update Field if Invoice paid
Good afternoon, I have my Zoho CRM and my Zoho Books linked together. I would like to add a tag to all the people in my contact list who paid for a certain product (to be found thanks to their invoice). Is there a way to do that? Thank you very much.
Custom Function : Updating Lead Score.
Scenario: Updating Lead Score. You may want to rank the leads in your CRM account in order to determine their sales-readiness. The scoring can be based on certain predefined values. This lead scoring can be done with custom functions. You can have a custom field for the Score and use custom functions to update the Lead Score based on certain values. When you update the fields in leads, the score will be updated automatically. This custom function can also be used for other modules by making small
Export Leads from Zoho in CSV
Hi, I would like to export my leads in CSV format. If I do this my leads will still remain in Zoho right? They wont be deleted correct? Please confirm. Thanks, Barbara
Need report showing all Accounts with no open activities
Has anyone created a report showing Accounts with no open Activities? I am trying to manage over 5000 accounts and just need to know which ones we are not calling since we do not have an open Activity.
How to remove the human interaction for Zoho CRM OAUTH
Presently, it appears that we can only obtain a grant token by having a human interact with their browser i.e. 1. my service starts up without a grant token so it then displays a URL that a human can go to 2. the human goes the browser, consents to the data being shared and then submits 3. Zoho then sends the grant token to my services's redirect url I would prefer to eliminate the human interaction as services and their hosts are often restarted. Is there a way to have my service directly obtain
Checking validity of fields when converting Leads
Hello, When converting a lead to a contact (and Company), we want to check beforehand if some fields are filled. Ideally a script or action should be triggered to check the fields and then continue if all is fine, or display a message and stop the process. Reasons: Leads are created with few data at the beginning (often name and email), and with time the profile is augmented. Until it reaches some minimal data, this leads shouldn't be convertable as Contacts. Contacts are people we are making business
Account Vs. Vendor
Hello, While I understand the concept of Accounts (companies we sell to) and Vendors (Companies sell to us), I'm not sure I understand the physical separation of the two in Zoho CRM. It look much simpler to to add a toggle (mandatory) field to identify the account either as a Client or a Vendor. In addition, the accounts module offers more functionality over the Vendors module, for example the ability to nest accounts and sub-accounts which applies in most cases to vendors as well. Seem to me it
not receiving any emails
Can send emails but I am not receiving any emails.
Direct Mail Campaigns in CRM
Can you setup a series of steps for Direct Mail marketing? Example Week 1 - Mail postcard Week 3 - Send $100 letter Week 6 - Send backup letter It would be ideal if you can group them by Campaign and also to have them do a Mail Merge so you can just select the Campaign and just click Print and it will merge all of the leads onto the letter. Please let me know.
How do I exclude the ZOHO ID column when creating reports.
How do I exclude the ZOHO ID column when creating reports. I am "auto scheduling" reports regarding "top potentials" and the first column is always that "ugly" :) ZOHO ID Acct Number. I have selected as a column the Account Name (mandatory field), but how do I not show that "ugly" ZOHO ID Account Number? It is distracting, unattractive and very space consuming?
Custom field for Call Activity
I want to add a custom field for the Call Activity. I want to add a multi-selection drop down box.
Filling out preprinted forms with data from CRM
Hi All: I'm new to Zoho and I am wondering if it could solve a vexing problem for my company. I need to fill in all the information into CRM once and then using some of the information, fill out a preprinted government form (PDF) Each field woud need to map to a specific place on the form. Can this be done? How?
Kaizen #52 - Currencies #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss Multi-currency in Zoho CRM. What will you learn from this post? Multi-currency in Zoho CRM Managing multiple currencies via Zoho CRM API Enabling multi-currency for your organization Retrieve currency details Add new currencies to your organization Update currencies Multi-currency and Inventory modules in Zoho CRM 1. Multi-currency in Zoho CRM Multi-currency support in Zoho CRM lets you carry out business
Create many-to-many association between records within a module
Hello Everyone, We are now allowing many-to-many association between records from the same module using the multi-select lookup field, that is, a record from a module can be associated with another record from the same module. For example, in an employee database you can use a multi-select lookup to associate other employees as manager or subordinates of an employee (record). The related list of the employee's record will display his manager and subordinates. You can click the + Assign button to
b2b AND b2c Setup
Hello: New to zoho here and just trying to get set up and wrap my head around the system. We sell 95% B2B but the occasional B2C. In other words, in most times, we have an account with a contact. How can we utilize the system to also include the occasional direct sale to an individual? Any tips for this hybrid scenario? We'd like to set it up properly before starting to add all the data. Thanks!
Weekly Trigger for workflows
ZOHO only offers monthly or annual triggers for all workflows. How do we work around this? We have a huge demand for weekly workflows.
Sandbox Available For Trial Editions
Hello everyone, Users in Enterprise, Ultimate and CRM Plus trial editions can now create Sandbox accounts. Below are some important details: Deletion of Sandbox account: The Sandbox account will be deleted after the grace period of 30 days if the user or org downgrades to free edition or other editions that do not support sandbox. Refresh Sandbox: The trial users will not have the option to refresh Sandbox. The option will be disabled for them. When Sandbox account will not be deleted? In two instances
Updated values imported from CSV not visible in Timeline?
Hello, When importing a CSV file to update a current record, changes that are applied do not appear in the Timeline. Is there a way to make the changes show in the Timeline? For example, you have an account called XYZ, which was originally named ABC. I'd import the account with name ABC first, and then import a second file with the current name. The name shows XYZ after the second import so the account was updated, but there is no record of the field change from ABC to XYZ. I don't care that the
Quickest way to record payments
Background - We have just started using trialling Zoho CRM. We are a language school with 12 branches. Each school has over 250 students who pay each month for lessons. Currently there is no automated systems for recording payments (this will hopefully change in the future). Previously using Excel we could quickly go through the bank statement and note down payments at the end of the month. We would like to be able to track payments in Zoho so we have am idea of customer value. Recording a deal
Can I get the weekday from a date in an email template
Hi. I've created an email template associated with Deals, and I can use it to get information from the Deals module for example. I would like to get the weekday for a date variable. So, for example I have a variable ${Deals.Workshop Start Date}, and I would like to get the weekday for that date, so that the email will say, for example 'Looking forward to meeting you at the workshop on Thursday'. How could I achieve that? Is there a global function I can access from within the email, or could I create
Revamped Analytics module is now available in the latest version of Zoho CRM Android mobile app!
Hello All, In the latest version (v3.5.0) of the Zoho CRM app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down the finer details on the go. We now display all the Analytics (Dashboard) components in the CRM mobile app. The newly added components are: Quick Charts KPI Heat Map Line chart Comparator Anomaly detector Target meter Funnel Cohort Quadrants
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