Deal Stage Group Fields Tracks When Deal Stage Is Changed - But I cannot sync this with closing deal date (zoho standard field)
Hi Fellow Zoho Enthusiasts Alike I have an existing ticket raised with zoho crm support : Re:[## 30806698 ##] Hi I have a ticket raised Re:[## 30601863 ##] I have a rather simple issue. We are a travel wholesale company and we do packages We have customised deal stages across the following (quote formulation, initial proposal.....closing sale) Closing Sale value = Won deal The deal stage modified is a group field in Zoho at deal level. This logs when every stage update occurs and the time stamp
Zoho CRM Training for Developers, Chennai
Hi Developers/Software Programmers, Here is a great opportunity for the Developer Community to learn the programming elements of Zoho CRM. We have planned to organise a 4 day full-fledged classroom training in Zoho's Chennai office. This intensive training will enable the developers to build additional functionality in Zoho CRM. It is scheduled to be conducted on 22nd - 25th Oct, 2018. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises,
how can i email contact with anpother email adress
i have a problem concerning emailing to contacts if i choose all contact and want to sen dan email i only can send the email by my primary email adress but i also installed another email adress how can i choose that one?
Contact To Multiple Companies
I have some Contacts with multiple Companies. Can I assign one contact to multiple companies? Thanks
Posting numeric field type is it possible.
I'm trying to post numeric type value through api, i have a a numeric type filed when i map it to post it it trough an external api. it comes as a tring value. How can I retain the value type to numeric? example of what i'm trying to do... ...... header2Map = Map(); header2Map.put("Authorization","Basic " + base64EncodedLogin); /////REQUEST DATA MAP///// request2Map = Map(); request2Map.put("data[agenda]",ifnull(GSI.get("Agenda"),"")); request2Map.put("data[assureure]",ifnull(GSI.get("Assureure"),""));
Adding up custom fields
Is there a way to add up custom currency fields in Zoho CRM to produce a figure in another custom currency field within a potential - without having to do it manually? I know we can do this for reporting but we need separate revenue streams for one potential and it would be really helpful for financial reporting if this worked.
Zoho remind me if a VM is not returned
As part of logging a call (versus separately setting up a New Task), is there a function for Zoho to remind in X days if a voicemail I left is not returned? This would be similar to the Boomerang app for email. Thank you.
I want to sort the search results and get the latest records
I want to search the set items of the quote, get a list of matching records, and get the latest record ID among them. But the script I wrote does not work well. Please tell me how to do it. results = zoho.crm.searchRecords("Quotes","(field15:equals:aaaaa)"); for each record in results { create_time = record.get("Created_Time"); create_time.sort(true); info record; } info record;
Vonage Telephony
I am experimenting with various telephony providers for Zoho. Before signing up for a trial account, I am just wondering if anyone knows where it is possible to "assign" an anonymous or unknown number caller to a pre-existing lead / contact on the Vonage integration (this can be done on Ringcentral). Thanks
Auto-populate fields inside subform in Zoho CRM
Is there anyway for us to auto-populate under a Subform inside Zoho CRM? I wanted to have that process executed when an update or a new entry is made on a specific field. But I'm not sure how to do that since I can't find one function under the Workflow Rules unless I dive in deeper to create a function of my own. Please help. P.S. If we do have a template or a sample for that solution, it would be nice.
ZoHo for MS outlook for Mac
I wish to run ZoHo on a MacBook Pro on which I have MS Outlook for Mac 2011. I am not able to run the plug in. Any thoughts/ John
Updating assigned layout for modules does not work
I configured a custom layout for the leads & customer modules, but it does not work or update. I already assigned the right layouts to the assigned user profiles. Can anyone help me out?
Automatically move products to another field/section
Hi, I wanted to know if it's possible to move a product to another field or section based on certain criteria. For example, if a product is marked inactive, I want that product to be moved to a section called inactive products. Is that possible and if so, how do I set it up?
Email Notification
Hello Friends, I have custom module "Service" there is a field "Expire Date". I want to send email notification before two months of expire date. Kindly help on this.
Record Caching
Hi I am a previous paying customer to zoho products, and I remember this old issue... I have started entering records (not import) but none show up when I conduct a search, what is it I have to do to get it to cache all the records so they are searchable and show up as I know they are there I manually typed them all in. Please just simple answer to my question; it's a simple question (I know what it's like on these forums too and how you go round in circles with zoho customer service). It maybe
multiple enterprises for a single contact
I would like to know if I can associate multiple enterprises to a single account like I do for the first one, choosing by a research field that search on enterprise record. Is it possible?
How to insert data in SQL database from Account Module ?
Hy Zoho , We need to create records in the SQL database whenever any record creates in Account Module or any Lead Module Entry converts to Account Module then also . And need to updates that database it self whenever there are some changes take place in any field/fields in Account Module. And yes we don't wane use any third party app for this . Need to insert data in SQL database from ZOHO CRM using php or any other API or similar. please briefly explain or can send me documentation or video too
How to create a Task associated with an Account by using PHP SDK?
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CRM API V2 advanced searching
Hello, We had been told back in 2017 that there would be some advanced search capabilities added to CRM API v2, but have not heard anything more about it? Can you give us an idea on when that may be released? Thanks. Bryan Hunt
Zoho Telephony
I am presently looking at integrating with one of the telephony providers. I am trialing Aircall but I was wondering if any other the other providers have an even tighter integration? Which provider's integration is the gold standard? My main query is about how to assign a incoming / outgoing call from a number which is not in CRM. Is there anyway to capture this (either with Aircall or another provider) and add this to the contact record? For example, if a customer calls us from an unknown number,
Merged data
I have a database of about 500 customers. Last week we noticed that some of the addresses had been merged into one field. It had been previously in 4 different fields. All had been converted to contacts with the proper fields. Can anyone help?
Getting too many spam entries
Hi Everyone, we have facing problem of spam entries on Zoho. Zoho team support suggested to use google captcha and I have changed captcha in my web forms but still getting same fake entries.Please help me to solve this issue.
insertRecord to custom module via xml with multiple lookup field
I created a custom module with the miltilpe lookup field to Product module. How do I insert record with multiple products via xml? It's possible?
Schedule SMS
Hi, Please could someone tell me the best and free way to be able to schedule sending SMS's as part of a date based workflow? I am in the UK. Many thanks, Ali
Poor Contact Management
CRM has an extremely poor contact management system. Why cant Zoho get this one basic feature right? Why do we have to have multiple databases for contacts throughout all of your apps its very frustrating and annoying. Freshsales have the ability to auto populate contact details with social profiles etc, and remove duplicates automatically. Even full contact integration would be a bonus. I am extremely frustrated with multiple contacts in Zoho Desk, Books and CRM. You have the app Zoho Contacts why
Data is not being passed from web form to Zoho Leads screen
Hi all I have a custom form on my website (not a Zoho 'webform'). When a user submits the form; form data (customer name, email etc...) should obviously be passed to my Leads screen. I have this working BUT - for the life of me - cant get all of the fields in my Leads screen populated!! I cant think why this is. (Ive tried many different things). I dont understand why some fields get populated and others dont. The form submits to some php script which includes the following code (Ive hardcoded the
How To Sum Multiple Fields of Related Child Records in a Parent Record
I have a module called Pay Periods, and each Pay Period links to multiple Timesheets. Within each Timesheet, there are the following fields that I would like to aggregate in the associated Pay Period record. They are "Approved Hours", "Pay", "Bonus" and "Reward". Using this tutorial, I was able to come up with the following Deluge script. When I created the script originally just to sum the "Approved Hours", it worked for a single associated Timesheet. But now I can't seem to get it to work for all
WHMCS and Zoho CRM
How can I integrate this?
Wordpress Contact Form to Zoho CRM
I was looking for a WordPress contact form so that my clients could easily insert a contact form on their sites and have the new lead automatically entered in their Zoho CRM. When I couldn't find one, I decided to write it myself using the API. I built it on the Ninja Forms plugin, which is free and available directly from WordPress, because it has built in data validation and other extensions that really take advantage of Zoho's power. For instance, you can automatically insert User Analytics
Ignore subscriber updates from Zoho Campaigns for triggering Workflows
I have several workflows that trigger on Create or Edit that execute custom functions. On the Zoho One subscription you're allowed 5,200 function calls per day. I have Campaigns setup to send subscriber updates back into CRM. "Update Campaign Member Status in CRM" This morning I sent out a campaign with over 5,200 recipients in it and I quickly exhausted my daily allowance of function calls. I sent the campaign in the morning which meant that all expected function executions did not happen. I'm proposing
Creating a parent account?
Can someone tell me what the best way to create a parent account is? I have a company that has many stores/branches and I have to sell into each store individually at the moment. I assume I should create the parent account first then I can input the individual stores (some as prospects/leads, others as pitched and waiting for orders,...). Thanks for any assistance - we're just starting to use this product for our very small burgeoning company.
Send Contact ID from mobile app
Is there a way to retrieve and sent the contact ID from a specific contact within the Zoho iPhone and Android app? We would like to be able to send internal emails linking the recipient to a specific contact or deal record.
Wistia Video Tracking in Zoho CRM - Have you integrated Wistia with ZCRM?
Has anyone effectively set up communication between Wistia and Zoho CRM? If so, can you share any insights or provide a direction so we can hire a developer? We would like "percent of video viewed" information from Wistia to be displayed in a field in Zoho CRM. Wistia is one of the premiere video delivery platforms we use for our marketing videos. Thank you. Scott
Zoho CRM API v1.0 deprecation reminder
Hello. Good morning, we received this email again. I need to know if wee need to do something.We are paying directly to ZOHO, we have version of Zoho One, we have the Enterprise version. Normally we only access ZOHO modules (CRM, DESK, BOOKS) through the web. Google Chrome browser, or Firefox or Opera. We do not have personal development. urrently we do not have third-party applications such as accounting, ERP, e-commerce, self-service portals, and others We do not have a API developer what i understand,
Jive Integration
I have telephony integration with Jive. The system worked very well together. However all of a sudden there started being a delay from when a call would come in to when it would actually show up on Zoho so I could log it. I havent found an exact amount of time. It varies. Has anyone had this happen to them? Jive says it is a Zoho problem and vice versa Thank you
Login Limit for Testing
Hi, We have an integration with Zoho CRM APIs and are encountering the daily login limit blocking our testing from executing...how do we remove that login limit for our test users in test organization, or at least increase it beyond 20?
Migrar campos a otro diseño
Buenas tardes, mi nombre es Daniel sierra de NUVA partner de zoho en colombia, queria preguntar si es posible llevar los valores de algunos campos de un diseño nuevo que creamos en LEADS, seria llevar los datos de estos campos del diseño STANDARD de LEADS, al nuevo diseño
Sales Call Cycle
Hey So how do I set a Sales Person Calling Cycle please ? I need to be able to select on a contact 1) New Call Cycle 2) Choose 1, 2, 3, 6, 12 Months Calling interval 3) Have the Date Shown of the next Call Due based on the Interval Be able to add a date manually of needed Also list up a report for the current day, week showing all of the calls to make Name and number will come through along with the contacts notes field Once call completed and marked as so, auto selects the next date Thanks
Can can I track my "Leads" emails without clicking on each lead individually?
Is it possible to track when and if a lead has answered an email without selecting each lead individually? Using IMAP email integration.
Search Capabilities in CRM.
What are the search capabilities? AutoTask was awful. Being able to look at all CRM logs and search with the web browser is really nice.
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