Create a function to clone deals after it is closed
I want to create an automated workflow to clone an existing deal after it is closed. The new deal is for our sales team to follow up with our customers about their maintenance renewal. Existing process After our sales team close a deal, they have to manually clone that deal and do the following 5 things for the maintenance renewal. Can you help me automate this process? Looking forward to your reply.
How do you get the CRM Account from a Project record
Through the GUI web interface its possible to see that Projects are linked to the customer Account in CRM that the project is for, however I can't see that link / account ID in the data returned from the API (eg from GET /portal/[PORTALID]/projects/[PROJECTID]/). Is this done through Entity Properties? In which case what should the entity_id parameter be set to? Thanks Simon
I cannot Identify the Visitor coming from which country and state
Hi, i am not able to identify the visitor coming from Google. it only show united arab emirates. one guy from zoho sales call me and said our technical support will help you but all in vain i got nothing zoho sales in start working perfectly but after plugin update in wordpress everything is finished it never work properly and never show location right. Help Please
Search not working within Product Description Field in Sales Orders
Hi For several Sales Orders we imput data inside the Product Descriptions that we sometimes need to search for later on, but nothing comes back in the search results, but if I imput the exact same data into another field within the same Sales Order, I can find it with the search function. If the search function works within fields, why does it not work for the Product Description Field? please help
Prompt to schedule a follow up meeting on converting a lead
We're looking for a way to automatically prompt our consultants to schedule a follow up meeting each time they convert a lead. Currently we're using a call back date/time field but this only adds to the consultants calendar. We've created some compulsory questions that they have to complete when converting but I can't find a way to force them to schedule a meeting. Another option might be to create a button with a function that performs this? Any thoughts or advice would be gratefully received.
HOW TO CREATED a RELATIONSHIP BETWEEN 2 or More CONTACT
Hello Everyone, I am trying to trouble shooting the creation of a Relationship between 2 or more Contact, that is not related to a hierarchy or based on an organization. We are in the travel business and we need to create a relationship between 2 or more Contacts that may travel Together ( one time) , or are Family Members , so that each INDIVIDUAL CONTACT record remain independent and can include all the specific information of such Contact, but can show the relationship with one or more contact
Weekly Activity Report
Hello, I am working to drive Zoho activity within our organization. I would like to create a report that generates weekly activity (Calls, Events, Tasks [completed], and comments[if possible]). I would use this report to track weekly activity and hopefully spark CRM use. Does anybody have any tutorials or templates that you would recommend I follow. I have access to Zoho CRM and Zoho Reports - so please assume preference for whichever is more efficient. Thanks! Trevor
API is not working
Hello, I'm working on a requirement to fetch data from Zoho and load into MySQL. Earlier the get_records() , get_instances() for individual modules were working but now it's giving me error as below, even though I refresh the token and reconnect. Please check on priority and assist me on the same : Traceback (most recent call last): File "C:\Users\Amitkumarsahu\AppData\Local\Programs\Python\Python37-32\lib\site-packages\zcrmsdk\OAuthClient.py", line 139, in get_access_token return oAuthTokens.get_access_token()
Limited Login will Lock me Out
Hi there, i was configuring two new assistant accounts and I logged in and out repeatedly to test out their modules, but now i have a warning that i only have 2 logins left and then my account is locked until midnight. I have A LOT of configuring left to do today to get both of my assistants on track by monday but im scared im going to accidentally log out and then im locked for the rest of the day! Can you please renew my logins so i can continue to customise my assistant accounts without the added
How to get User id from crm
How can i get the user id from zoho crm and assigned a task to user.
Connect to API without access token
Hi Dev, I want to insert lead data into my CRM. My app is simple when the user submits their data and then we just save data into leads in Zoho. Is there any ways to connect to Zoho without oauth2? maybe using secret_key or client_id only. Thanks
Adding Image in inventory template
Hi there, I want to pull image from my product module in my inventory template (quotes). I have a image url field in my product mudule. Please advise where to store the image, (zoho documents, google drive, onedrive etc). Then Please advise the format of url to be used in the peoduct mode url field. Then, how to use this url in my template so that while creating quotes, it should pull the image from the product module and show it in quote as pdf format so that quote can be printed with the image.
Possible to see more than 5 items on home page dashboard lists?
Hello, Please see image below. Thank You
Function to bulk delete records in ZohoCRM
I have a couple of custom Modules and I'm currently bulk deleting related records like this: CalendarEvents = zoho.crm.searchRecords("Calendar_Events","(Resource:equals:" + resourceCalendarId.toLong() + ")"); for each CalendarEvent in CalendarEvents { deleteRecordMap = Map(); deleteRecordMap.put("module","Calendar_Events"); deleteRecordMap.put("id",CalendarEvent.get("id")); deleteResp = zoho.crm.invokeConnector("crm.delete",deleteRecordMap); } It works but seems awfully inefficient as soon as it's
Conditional Lookup between Product and Deal modules
Hi! First time posting about Deluge formula creation. I am hoping someone can help me create a solution for the following problem so I can better learn the Deluge syntax (it's throwing me for a loop right now!). Requirement: Update 'Referral Fee' in Deals module IF 'Referred By' field is populated (ONLY). Idea: I want to create an IF statement that determines if the 'Referred By' field is NOT blank. If True, then lookup the Referral Fee in the Products module and update the field ('Referral Fee')
Focus Group webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships (Part 1)
Hey everyone, A couple of months ago, Zoho CRM pushed out its 2020 feature edition release - a collection of 16 massive, brand-new features. All these features spread across different avenues in CRM, aim to collectively enhance and drive long-lasting customer relationships. We've categorized these features based on their function in developing customer insight, experience, foundation, and intelligence. More on the individual features that fall under each of the above categories, can be found here.
Why are completed deals still being counted as IN PIPELINE?
Why does the Deals IN PIPELINE Home Page Component count deals that are Closed Won and Closed Lost? In my opinion, these deals are no longer in the pipeline but they're being included in my count. I have verified that these Pipeline Stages are mapped to their appropriate Forecast Type.
How does my assistant know when someone responds to an email?
I use Zoho CRM and have an assistant who helps me. Most of the leads in CRM are assigned to me but some of them are assigned to my assistant. She and I act as a team - we do not compete with each other as is common in some other sales departments. When leads reply to an email that gets sent from CRM, I am notified via the mail icon at the top right corner of the CRM window, but my assistant isn't. Is there a way for CRM to notify both of us when there's a new, unread email? If I respond to the
Adding information on a Related List from a Subform in another Module
Hello! On "Deals" I have a lookup that connects with "Accounts" and produced on "Accounts" Detail View a related list. On this related list, I can only select fields that are NOT included on a subform contained on "Deals". Is there any way in which I can make a related list with this information? I have two subforms with important details of the Deal that need to be available in the Accounts. These are: Course information from a n amount of courses per deal, from a provider in Accounts. Payment Plan
Omni-Channel Communication Functionality
Hi there, would it not make sense for the 'Email' related list on CRM Leads/Deals to be expanded into a full Omni-Channel communication functionality? You could show on the same related list, maybe via tabs, communication with the client across all sorts of 'channels', like Whatsapp, iMessage, SMS etc... and Email. Thoughts?
Cannot send email to a contact
I am getting a message "You cannot send mail as both the primary and secondary email addresses are invalid" when trying to initiate an email to a specific contact. I can send to other contacts, or from accounts, but a specific contact. why would this happen? And how do I fix it?
Executing a task completion based on email sent
We use email templates to send emails to prospects. We forgot to mark a completed task "email sent" for those contacts we sent the email to, is there an efficient way we can lookup these contacts and do a mass "completed task" so there is a record in activities? We can run a report for the the contacts that received the email but we are lost as to how to mark a completed task for those contacts.
What can be done about zoho running very slow today?
Our zoho is running very slow on all computers.
How to carry data over from website contact form into ZohoCRM to show that lead source is from Facebook?
When a contact form is made by a prospect, it will automatically show on the CRM as "Web Enquiry". But what if that lead actually came from a Facebook Ad that we are running. How can we automatically carry data from Facebook to website then to ZohoCRM to show that the lead source is from Facebook? Thanks
Kaizen #48 - Related Lists and Related Records #API
Hello everyone! Welcome back to another post in the Kaizen series. This week, we will discuss everything about Related lists and records. In this post, we will cover the following: What are related lists and related records in Zoho CRM? How to retrieve metadata of related lists? How to fetch the records of a related list? How to add/update records to a related list? How to delete a record from a related list? 1. What are related lists and related records in Zoho CRM? A record usually contains extra
Is it possible to match the people that liked our page with contacts in the CRM?
Hello! I would like to connect our contacts in the CRM with their profiles in Facebook. How can we achieve this? Is there a way to do it through the likes in our Facebook page? So far, I have been only able to match with contacts or leads that sent us a direct message via facebook. Most of our contacts do not contact us that way but then they go and like our page. Is there a way I can do this? I would like to have their social media profile picture in the CRM contacts picture. Best regards,
How to set a predefined kanban view filters
Hello! I was unable to find how I can set a pre-defined filter for the layout ont he kanban view of our Deals module. I was able to create a view, and modify its settings, BUT every single time we refresh, it keeps undoing the filters. We would like to have them always filtered by the same features, such as layout and/or pipeline. Every time we refresh, all the pipelines are shown and all the layouts. It can get a bit annoying and I do not know the name of this section to find a better instruction.
Calls in CRM
Hi We used to be able to make certain fields mandatory in the Calls module. Now with the changes, we are no longer able to. We had description of call marked as to our business was pointless just logging calls for the sake of logging a call. We needed to know what the call was about and any follow up. Now we are getting 100s of calls logged with no description and its getting very frustrating. Not to mention, your Mobile app is set wrong when logging a call - trying to tell people yes, type
Report grouped by Month
Folks, I have a problem with Reports, that I cant believe Zoho can not do it. I have to create a report of prospect grouped by Month and Sale Rep Name. I can not group by Month . How can I do it? Moderation Update: With the revamped Reports, the option
Mass update notes
Is it possible to add notes to two or more leads simultaneously?
LOGIN REST api for Zoho CRM
I'm developing a mobile app which is using Zoho CRM apis i.e fetching list of CRM users, records and insert record. Is there any Zoho CRM api for user login? I've generated access token from web portal able to get response of insert/get records apis. Before accessing all these records, to validate users credentials(email id and password), which api should be used? Note: I have checked generating access token api which inputs password which will be generated from web portal. Account password can't
How to view reports by date modified of a certain field?
Hi I have a field I entered which is called "status" under contacts in which sales reps should place updates. Now I want to issue report to show me all contacts in which "status" field was modified between certain dates. this is not last modified date or last activity date - as this is shown for the entire contact. I want only to a certain field. i couldn't do this under criteria as it doesn't show the option to before/after certain dates. tnx
Is it possible to assign Gravity Forms field to Tag in Zoho CRM
I've created a form in Gravity Forms, integrated with Zoho CRM, and all is working except the checklist (business skills, workplace skills, etc.) https://www.successperformancesolutions.com/elearning-contact-form/ Is it possible to trigger tags for these options or what other solution? I tried used an open text questions but it only populates the last one selected
Hiding Deal Stage on Kanban / Deal Module
The reality of deals is that a deal can be one or lost at any stage, these are two separate functions all together. Zoho decided instead to make WON / LOST part of a stage in the deal process. This was not a great idea, but none the less this is how the system functions. In reality a deal should be WON or LOST and in any particular stage of the sales process. With that being said, we like to look at our deals in a Kanban Board style. Unfortunately, we have to view columns that are never really used
Yea link VOIP Phone W/ Screen for Follow Ups
Hello, I’ve been using Zoho CRM for a few weeks now. And I’m really enjoying it. As I want to expand automation and productivity in the office; is it possible for Zoho CRM and Yealink to sync together, where I can show my scheduled follow up calls to appear on a Yealink screen? for example; in my Prospects - if I add a follow-up or task against a prospect for say, Monday 7th September at 4pm. Is it them possible for Zoho CRM ago integrate in to a Yealink phone, where I can easily see a list of the
Auto Charging Clients Card
Is there any way to charge Clients card in zoho books when there is a change of stage in Deals module?
Sorting Reports
Zoho CRM phone support just told me that I cannot sort the following report by user alphabetically. The developers created it to sort by when the user was put into the system? Has anyone else experienced this? Moderation Update: With the revamped Reports,
Quote to Sales Order Conversion Ratio
Hello, I am trying to create a standard funnel to show my quote to sales order conversion ratio. Here are the parameters: This is what the parameter produce: However, when I go to my sales order module and do some filtering with the following parameters: Quote name is not empty and created time is this year, it is saying that 325 sales orders. How do I know the data that the funnel is pulling? Should I be using different logic to get this conversion ratio?
Email Compose Check Spelling Broke
I have 1 report of this and I have reproduced it in Chrome and MS Edge. Anyone seeing this same issue? 1 In the CRM, Click on the the send email button for a contact record. 2 Type some text in the body of the email. 3 Click the SpellCheck button at the bottom right of this compose window. All the content in the body disappears. (Makes for a short email) LOL
Hide empty fields for certain contacts
Hello, I created a bunch of different fields. More specifically, if we have different licenses (let's say 10), a client could have up to 5 different licenses, but not the 10 of them. I want to have each license as a custom field to keep track of how many
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