View Contacts and input by user
How can I find all of the contacts and input from specific users only?
Pre-filling a field in a Zoho CRM entry form, based on the value of a field in a related module?
So some very quick context: 1) We have a module called 'Clients', with info on each registered client. 2) We have a 2nd module called 'Client Meetings', which holds info on meetings each sales rep has with a Client. First module has a 1-to-Many relationship with the second module (one client can have many meetings). Whenever a Sales Rep has a Client Meeting, they enter the "objective" of that meeting in the 'Client Meeting' module, and a workflow pulls in the most recent "objective" entered into
Modify tax rates
Hi there, We could not find the Modify tax rates option on my account How does this option appear? Please give me advice
New Layout -- Font Issue + Spacing
Six years ago, you changed the layout from one that had been very good to one that was bad for two reasons: 1) Way too much space between fields, requiring lots of scrolling where it hadn't been necessary before. 2) The removal of any visual cues to the different sections of the layout. Now you have a new layout, which fixes ONE of the problems above -- #2. The requiring of massive amounts of excessive scrolling because of way too much space has not been fixed with the new layout. But at least
how to increase email limit per day?
how to increase email limit per day? Or how to send directly through zoho campaigns?? I need send emails with filters by accounts, events, custom module, tags, custom fields but sync CRM with Campaings not give me this
If And wrong result
Hello, I want to create a this formula, If Field 1 < 3 Then Field 2 = Red If Field 1 > 3 And Field 1 < 10 Then Field 2 = Orange If Field 1 > 10 Then Field 2 = Green I wrote this formula on zoho : If(And(${Contacts.Field1}<3),'Red',''), If(And(${Contacts. Field1}>3,${Contacts.Gestion du stress}<10),'Orange',''), If(And(${Contacts.Field1}>10),'Green','') Problem is, if Field1 = 9 for example, I get this answer : ','Orange',' I just want : Orange
What's new on Zoho Marketplace for Zoho CRM in February 2020
Zoho Marketplace houses over 900+ extensions to help Zoho users improve and enhance the functionality of the Zoho products they use. Here's a list of the extensions for Zoho CRM released in February 2020. Clickatell SMS for Zoho CRM Connect with your
Internal Error - no details
Okay so for the past week I've been trying to automate assigning a correct layout based on some other fields after an automatic Import from Skyvia (which uses API). 1. Workflows (on create) for multiple records are unreliable or not triggered at all - so that option went out of the window 2. Workflows (date/time) worked but since it's not documented I can't be sure if it'll work 3. Mass update - nope, it's supposed to be automatic, I can't have people doing mass updates when they should be doing
Zoho CRM with Zoho MAIL : is it possible to see emails status ?
Hi, Sorry to ask, but I didn't see clearly the answer somewhere. Here is my concern: In Zoho CRM if you setup Email add-on with Email Insignts you can see the status of the email sent with CRM mail add-on (open, when, how many times, ...) But if you use Zoho MAIL inside CRM, when you send an email to a contact it automatically logs in the record to the contact. ==> But the Status of the email sent seems to only show "sent" or "received". ==> so, is it possible to see email status (opened for example)
Custom function to update identical multi-select fields across related modules
I'm trying to write a custom function utilizing the guides within Zoho Help, but I'm not having much luck. I want to write a function to include in a workflow that effectively takes the values in a multi-select field from the Accounts module and updates an identical field in all child Contacts for that Account. Both the Accounts Module and the Contacts Module contain a multi-select list field called "Account Products" with options like "Medical", "Dental", "Vision", "Payroll", "Timekeeping", etc.
we need to send SMS to our client within Australia
Hello all, We are planning to send sms to our contacts within Australia and we have signed up with Burst SMS and we having a lot of issue, can anyone please advise if there is a better platform to use to send SMS via ZOHO? We are in Zoho CRM Enterprise plan Any suggestion that you can give us will be greatly appreciated (Pros and Cons) and you can email me on support@linklocal.com.au
POSSIBLE PAID FREELANCE PROJECT: Need help with and integration and possibly App development.
Hey guys, I have been a general CRM admin/analyst/consultant with Salesforce, Zoho, and Hubspot. I know my way around the platform and I love and prefer Zoho. However.... I am not a developer nor do I code. I do understand to extents what I am looking for when troubleshooting, but its not my expertise. With that said, I stumbled upon a possible business venture idea, and I need some help. I was wondering if anyone on here would have time to maybe take a call/video chat to see my requirements and
Events not showing up in contact record where contact is a "participant"
When I select contacts as "participants" for an event, the event (once completed) no longer shows up under either invited events or closed activities for the participants. (It used to.) If I don't send an invitation, these contacts are listed as participants, but not as invitees. As a result, now, when I look at a contact, I can't see the events he or she has participated in, which is a significant omission. We should be able to add a contact as a participant in an event and have it show up on
Avoiding accidental creation records through lookup fields
Hey, We've had cases of users typing an inaccurate or concatenated name in a lookup field, and accidently creating a new record in the lookup table like that. I would like to block the option to create records that way, while keeping the option to create records in the lookup table in the usual way (going to that table and clicking the plus button). Our temporary solution was to make some fields in that table mandatory (unnecessarily) to make an error occur on those cases. Is there a more efficient
Button with function to update a field
I need a custom function that will be invoked by a button on my deals page. I know how to create the button and set it up to invoke a custom function. I just can't write that function. The function just needs to update a pick list called "Do Not Edit This" from the default -none- to the first selection in the pick list, which is 1. Can someone help me with that? Thanks very much!
zcrmsdk/oauth/exception/ZohoOAuthException with message 'Refresh token is not provided.'
Hi Team, I'm currently following this code sample: https://www.zoho.com/crm/developer/docs/php-sdk/module-sample.html?src=field_details In my $configuration array I have set:- $configuration['client_id'] = {client_id}; $configuration['client_secret'] = {client_secret}; $configuration['redirect_uri'] = {redirect_uri}; $configuration['currentUserEmail'] = {currentUserEmail}; $configuration['apiVersion'] = "v2"; $configuration['sandbox'] = true; $configuration['applicationLogFilePath'] = {applicationLogFilePath};
Automatic Capitalization of Name Field
Hello we have leads come in from Unbounce to Zoho Many people forget to capitalize their name. When we prepare to send an e-mail template to them, we have to manually edit their name to make it capital (so it does not go out in our e-mail as lower case) Is there a way to automate making the name field capital when every lead is created with a custom function?
Response 204 for lead info request
I'm making a request for lead information, https://www.zohoapis.eu/crm/v2/Leads/235277000000516277 And I don’t always get it. Sometimes the answer is 200 and information is lead, and sometimes the answer is 204 and nothing. At the same time, no one changes anything in the personal account. here is the log of my queries: 01/09/2020-14: 46: 44 - answer 200 and information 01/09/2020-14: 54: 43 and later - answer 204 help me please: How to get lead data always? and what does the answer depend on?
Quick Create from related list
Problem - We run a finance brokerage with need to store customers address history for up to 5 years which and mean multiple address records and the same for employments. Currently I have solved this 2 ways, 1. to add more address fields within the contacts record (makes the contacts record quite large for customers with alot of history), 2. Use custom modules to store previous address & employment history. The second way seems to be a clean approach, I then came across "quick create" however we
Creating a sales process
I currently have a sales process that I run inside Zoho which sends a series of emails to a lead, changing a few fields as it goes, and then terminates. I would call this a Campaign as I regularly add inputs, however, the built-in Zoho Campaigns cannot do this, nor, it appears, does the add-on Campaigns. I use Macros to make this work. The process I've setup is not ideal. The biggest problems are: 1. Zoho does not allow me to "Close a task" programmatically 2. Zoho does not let me setup the events
Zoho crm custom fields
I have a standard account of Zoho CRM. But I am not able to see the sub-form and file-upload fields. Is it possible in this plan, if not then please suggest another one?
Error: getaddrinfo ENOTFOUND workspace-zoho.csez.zohocorpin.com (NodeJS SDK)
Hello community, I'm currently working on a website development using NodeJS SDK and i'm encountering an annoying issue. I am just trying to request my Zoho CRM datas with a simple get all users request (it doesn't work with modules etc either by the way). Here is my configuration : The initialization and my request : Here is the error i have from the response of the request (on the console.log(response) ) : I tried several things like configuration and kind of request changes but always the same
UI Issue in Zoho CRM - Scrollbar
Namaskaram Zoho CRM team, In Zoho CRM functions, functions with 'Related List' category is shown in below image. Only one function available in that. So, there is no need for scroll bars. Now, Changing the Category to 'All' using category dropdown. That is shown in below figure. Then we scroll down in the functions list. That is shown in following image. Now, if we changing back the category to 'Relative list', the scroll bar is still being as previous. Because of this the function has been
Desktop Notifications for Zoho CRM SalesSignals/Email Insights
Does anyone know if there is a way to enable browser-based desktop notifications (e.g. chrome browser desktop notifications) for Zoho CRM? I'm particularly interested in notifications for the SalesSignals/Email Insights. I see the in-app alerts in the top righthand nav-bar of Zoho CRM, where it will show all SalesSignals/Email Insights (email opens, clicks, etc.), but desktop notifications seem to be missing. Desktop notifications are a vital feature for our team does not live and breath in CRM every
ipad app shows outdated info
I deleted the sample data that came installed with CRM. I deleted it via the desktop browser. Unfortunately, the ios app still shows the old sample data. Why does it not update?
Reorganizing the Tags in the new CRM layout
Hi all, I was wondering if anyone knows how to go about bringing the 'Customer tags' to the top of the page, rather than being located at the bottom left of the menu?
General Zoho question
Forgive my ignorance as I am new to Zoho. I want to find out if Zoho can fulfill my use case for my business. 1. I am looking for a CRM that has a robust mobile app. 2. I want to be able to call a lead via the mobile app and after qualifying them send them one or more templated emails via the app. 3. I want to be auto-reminded to follow up with the lead 4. I want to add the lead to one or more email drip campaigns. (That they have opted into) Other nice to have's A. Adding the lead to a text drip
Attach an image to Zoho CRM Lead?
Is there a way to attach an image to a CRM Lead that is stored on the cloud? for example picasa web or evernote?
Coloring modules for personalizing Zoho CRM's UI
Hi Zoho Team, I understand that we can have theme colors setup in Zoho CRM. There are certain threads too on coloring the filed based on the selected values, and differentiating tasks/events based on their respective category's color. However, what about giving flexibility of coloring each module with different color? I could not previously see this posted in the community. Can this also be considered as a request? Regards Muhammad Usman Khan, Dubai, UAE
How to show accounts with no entry in CustomModule?
So we have a CustomModule2 which is related to Accounts (There is a Lookup with Account in the Custom Module) Now i need to have all Accounts listed without a link between these Modules. Is that possible?
Merge CRM details into quotation or customer offer
Hi I am trying to find the best solution to populate a prewritten template with customer details from CRM to word or other, and then link that to the customer record. Can I please ask for a suggestion on whats the best way, either internal to Zoho, OR a paid app. Thanks Michael
Sorting in Kanban Board Extension
I love the new Zoho CRM's Kanban Board extension from the Marketplace! It became my default page for Zoho CRM! I use Zoho Projects but what I find super useful in CRM's Kanban Board is that I can visualize all my Deals by stage but even more importantly, have a cool overview of all tasks related to the Deals. Before discovering this board, I would manually copy them to Zoho Projects. Now I don't have to! I created workflows which auto-generate tasks based on a custom Deal stage. It is awesome to
Synchronise account products from Books/Subscriptions to CRM
Hi, The company I work for uses the Zoho One suite. We're pretty invested in Zoho CRM, Zoho Books, Zoho Subscriptions and Zoho Campaigns. For our Campaigns it is important that we send e-mails based on the products our customers use. Our best source of 'who uses what' is Zoho Books (or Subscriptions), since we send out invoices for the products our accounts use. Here's where I have some problems: 1. How can I update the accounts I have in Zoho CRM with the products the accounts get invoiced for
Zoho CRM Webform Styling ERRORS
Please, for the love of all things holy can some look at the form style errors that are hard coded into your forms code. Ridiculously, the form code has 2 columns, but only uses one column. A rookie error that should be addressed.
Mail Merge Not Working
Print preview works, but unable to run mail merge from any module.
Please remove field limits!
I'm not sure why you have field limits. I vote for you to remove them all together!
Need A Solution To Track Cold Calls
I buy cold call leads. I get 2000 per month from the lead service. I need a way to set up a filter so that I can see which ones of them I have called so far. I noticed that Zoho CRM does not allow us to filter leads based on whether or not they have an outgoing call. The best solution I can come up with is add a checkbox field for "has been called" and then set up a workflow rule that will check the "has been called" field once that lead has been called. I can then filter the leads based on that
Rename default fields in Zoho CRM
Hi, I'm setting up Zoho CRM for an Australian company. They are perplexed by the names of the address fields, e.g. "Billing Province" (we would call it Billing State) and "Billing City" (we would call it Billing Surbub). I would like to request that these fields be unlocked so that I can change their names. It is annoying and time consuming to have to recreate all of the address fields using more appropriate names. cheers, Jeremy
Extension Pointers #2: Fetching contacts from Google into Zoho CRM
Contact management is a key feature for handling your customer relationships effectively. The process of gathering as many contacts as possible can give you an upper hand to create more leads in your Zoho CRM account. In our previous post, we provided
Currency Code missing
Hi, While building a custom templates, the Currency Symbol (€) is available as placeholder. I can't find the Currency Code (EUR) placeholder in the list. The currency code, for example, is available in "Sub Total with Currency Code" placeholder (%InvSubTotWithCurrCode%). Am I missing something ? if not, it would be a nice addition. Regards
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