Formstack Documents - Zoho CRM integration -- can you use relatedlist/subform data?
Hi, I would like to know if the Formstack Documents - Zoho CRM integration allows for the use of subform data (related list). I know that when I generate a Formstack Doucment via Zoho CRM deluge API call, I can fetch for exemple the data of all my contacts
Zoho Projects - few questions
Hello, I have few questions regarding Zoho Projects: 1. When I create a project. I have to create milestones and later on the task list. Only then I am able to create tasks. Is it possible to create tasks without task lists? So only milestones and tasks...
Trigger workflow/webhook from analytics to Zoho CRM?
Can Zoho analytics trigger a workflow or webhook to Zoho CRM? We have a sum column in one of our dashboard which we would like to use to trigger a field update in Zoho CRM. Thank you!
Triggers for CommandCenter
Hello, I am trying to figure out in CommandCenter whether, when you add multiple triggers, if ALL triggers need to be met or if ANY criteria need to be met. Ideally you would specify but I am beginning to think that ALL is the default and only option.
How to score a lead in Zoho CRM when a form is field in Zoho Forms
Hello, I have created some forms on Zoho Forms that are related to contents you can download on our website. Depending of the forms, I would like to be able to score a lead in Zoho CRM. For example, if a lead fills the form A, I add 10 points. If he fills the form B, I add 20 points. Zoho Form is synchronized with Zoho CRM. I don't see this option in Zoho Forms. In Zoho CRM, If I want to create a scoring rule, I am not able to choose specific forms. The rule would apply to any forms which is not
Portal across Zoho One apps
Will Zoho consider a customer portal that works across all Zoho apps? I know Zoho CRM, Zoho Creator, Zoho Books, etc each have their own customer portal feature. Our company uses all three of these apps to manage our customers data. To provide our customers
This Week in Zoho News - CRM Zen Show Episode 117
Click here for the latest podcast and news. Zoho News Zoho People Introduces "Office Readiness" This introduces three forms, to help assess if your worksites are ready to function and accommodate employees and visitors: Work Premises Work from Office
Update Call_Status not work anymore since yesterday for overdue calls
Hello, I have a function in deluge who cancel a call if the Call_STATUS is scheduled it works if the Call_STATUS is Overdue it don't work the function : callId = call.get("id").toLong(); callmp = Map(); callmp.put("Call_Duration","00:01");
All bank accounts in "Pay Through" list of Banks
Now, when we add an Expense that the currency is set to CAD, in the "Paid Through" dropdown, we only see Bank Accounts that have CAD set as their currency. (so, let's say I also have US bank accounts. They won't appear in the list, because the Expense's
Send invite only to added attendee(s)
When I add someone to an existing meeting, I can send it to everyone or send+me. This means that everyone who has already accepted receives another invite. When I have an existing event, and I invite someone new, the invite should only go to the person
CRM products and Inventory /books products
Hi, The bridge that is created to access Zoho books from CRM works well. Would be great to have the products master same between both the products. Currently we have to create them separately. Functionalities like cost/price list etc are all same , but still they are 2 different modules of products in 2 apps. This make it a good feature to make Zone more powerful
Warning! Unverified sender.
I am using zoho mail to send and receive email with my owner domain. In gmail look good but zoho issue Can i fix it? and my header
Best practice integrating a contact us form to CRM?
So, I have a simple Contact Us Zoho form on my website that I'm integrating with Zoho CRM. Integration seems to be simple for initial fields going to the Lead module (name, email,etc). It get's complicated for the form's Subject and Message, which are
Mask values in options in Zoho Forms to improve integration with Zoho CRM
The idea is simple and part of it is already implemented. Basically, it would be great to be able to assign an alphanumeric value to questions with choices in Zoho Forms and have that value exported to the CRM or for reports, instead of the choice visually
Are you freaking kidding me Zoho?
My Zoho One trial ends tomorrow - I went to purchase and ... Are you freaking kidding me Zoho???? I'm a one person corporation. You're going to send stormtroopers to my home to riffle through my drawers, tax filings and books (both Zoho hosted and my home) to be sure I'm not hiding illegal employees somewhere????? This is a software license - you're overstepping any reasonable conduct by miles here. Certification of Use and AuditUpon request, you agree to certify in writing that you have obtained
Date / Time Time Between
I am attempting to figure out how to perform a subtract operation on some date times and get the difference in minutes in decimal format. Any help would greatly be appreciated.
This Week in Zoho News - CRM Zen Show Episode 116
Click here to listen to the podcast. Zoho News Zoho Forms integrates with Zoho PageSense This integration makes it possible to learn about how visitors interact with each field on your form and assist you in fine-tuning your forms. All New Marketplace Extensions for September 2020 Here is the full list of all of the recently released Extensions in the Zoho Marketplace. A big one, is that you can now connect Zoho Subscriptions to Zoho Analytics. Zoho WorkDrive Adds Improved File Previews WorkDrive
ZOHO CRM API Update Not Working As Intended
I have creates and delete working as they should but when I attempt to update a record using the API nothing happens. It gives me a success message but does not actually update the record. I am sure I am missing something simple. Any assistance you can provide would be greatly appreciated. Here is the code I am using to do the update. <?php $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://www.zohoapis.com/crm/v2/Contacts/XXXXXXXXXXXXXXX", CURLOPT_RETURNTRANSFER => true,
Openning an application from Zoho One
Hello With all my PC and a different site I can't openning some application like CRM from Zoho One. I can open Zoho Books but not CRM or ShowTime for example. Could you help us? Regards Etienne TOurnier
Tasks - Workplace
We have started using workplace extensively among a small team. While Tasks is good, I don't see a place or tab for ALL tasks - It would be great to see everything at one place. Currently I have to keep clicking all these tabs.
List entry trigger: repeated submissions
Hello all, I've set up some workflow to manage the download of our content in the following way: 1) the person fills up a form 2) the data are pushed to CRM as lead, where they are tagged for a custom view. 3) Campaigns aquries the CRM custom view data via Integration. The lead are added to a List. 4) The List triggers a worflow which sends an e-mail with the link for the download My question is: if a person who as already filled the form and downloaded my file, fills up the form again, will he/she
Webinar: From Leads To Sales - Leveraging Zoho’s Marketing Automation To Grow Your Business
Mark Your Calendars! Get More Leads & Close More Sales with Zoho Zoho One’s suite of cloud applications is one of the single best software packages available today for small- to medium-sized businesses. While most businesses center their efforts on Zoho CRM, we’ve found that clients aren’t always leveraging their license for marketing and sales to their full advantage. In particular, Zoho Campaigns offers a marketing automation suite that delivers best-in-class features for ecommerce (B2C) and
Which system are you moving to after Zoho Recruit?
The system is too flakey and everyday is constant battle. I'm tired of inputting the same information that then disappears. Has anyone else thought of moving systems as yet and if so where are you going?
Stretched description text box keeps shrinking - bug
I'm in a record. Editing descriptions (in Product). I pull the box down to get edit space and... it shrinks back to cover the last few letters of text. This is a bug as it is not how any other product works. If you have a stretch button, you stay stretched until save. It is definitely a bug to not allow me to see all the text I am editing. This one: just fix it. I am a software developer and guarantee this will take less time to fix than to talk about. (((Please do not put me through common
Distractions
Hello, Recently I started getting distracting grammar suggestions. Please, see the pic. Any idea where they come from? How to disable? Thanks in advance for the help. P.S. These suggestion might be helpful if they could run in stealth mode. So I could see them all at once at the very end.
Adding Zoho One Licenses
We just signed up for a free zoho trial and think we like it. We are a 5 person startup company and will commit all employees to a license according to the all-employee price plan. As we grow, we will get each new employee a license to be compliant with the price policy. Is that how it works? When we continue to hire additional employees we buy each of them a new license to stay on that price plan of $30 per employee per month/annual? Thanks in advance, Jeff
Address Search in CRM Create view and in Quick view
Hi, I would like to put up a feature request, I’ve been trying to solve this problem couple months now . It’s regarding the address search in the Zoho CRM . From previous records, it was told that address can be populated in case a button is clicked . However, this feature is available in Zoho recruit in Job Opening module and address is populating in the records without clicking a button. Moreover, If we could get this feature in the Detailed view of the Crm and Quick create view as well. If you
How to import data into ZC5 Address field?
Hi, I have a list of employees, with their addresses, to import into Zoho Creator 5 (the list was made on Excel). The addresses are scattered across 5 columns (address, city, province, postal code, country) and my Creator address field is configured to show these same 5 subfields. My problem is, when I try to import the data, Zoho doesn't let me match the 5 subfields with my 5 Excel columns. It only shows the main address field. I tried to concatenate the 5 columns into 1 and to match it with the
How do you handle loan of demonstration products on Zoho suite?
Hi everyone, I was wondering if some of you have tried handling their demonstration products in Zoho? I'd like to loan demonstration products to customers, track the inventory of loan products. Do you have a worflow to suggest? Cheers!
Custom button to autogenerate SKU numbers in Zoho inventory
Hi there, I'm wondering if it's possible to make a custom button to autogenerate SKU numbers in Zoho inventory. If so, has anyone done this and can share how they accomplished the task? I know that Inventory auto generates SKUs for composite items but we'd like to autogenerate SKUs for standard single items. TIA!
How to display contact name AND product info in the same DESK report?
I need both of the following columns in a single report: I am able to obtain each one of them independently, but can't seem to find a way to include them both as column-items in the same report. I need a report that displays open tickets, and has columns that display the Contact Name and the Product associated with a ticket. Is that possible.
Notebook app Photo editing features
Hi , Zoho notebook photo editing features which are available on web are really good. However, the problem comes in while using app because that features are not available and if our sales people are in the remote areas and they try to upload the picture , it takes lot of time to upload on web. Therefore, I would suggest if you could please add all the web features in the app that would be great. Please find the attached copy for the reference
getRecords sort limitation 10000 records.
When calling getRecords on a module that contains more than 10000 records and attempting to sort by a field the return is limited to 10000 records it seems. contacts = zoho.crm.getRecords("Contacts",1,1,{"sort_order":"desc","sort_by":"ContactID"}); I am attempting to get the value of "ContactID" with the highest value. However I am only having '10000' returned. Any suggested solution would be appreciated.
Change Timezone in Zoho Showtime
Hi Our company is located in Melbourne, Australia and we last night started daylight savings (clocks went forward an hour: (+10:00) Australian Eastern Standard Time (Tasmania) (Australia/Hobart) should now be +11)). We have several showtime sessions with weekly reoccurrences that started prior to daylight savings and continue after it. All sessions after the start of daylight savings are now showing as starting 1 hour later eg. Session 1 (prior to daylight savings): 9am to 11:30am Session 2: 10am
Not working? Data Type: Attachment field - Image
When creating a custom attachment field for my estimate Data Type : Attachment it says we can Attach files of the following types: docx, pdf, png, jpeg. So to test this Data Type custom field I added the placeholder in my template ${estimate.cf_attachment} Then I uploaded a jpg image. But when I print out my estimate or convert it into a pdf I just see the name of the file I attached I expected to see the image or a url How is this supposed to work please? I would for instance like to add images
Relate a Connect Task to a Desk Ticket (Integration between Connect and Desk)
Would like to be able to lookup and relate a task in Connect to a Desk Ticket. We want to reduce the locations where our developers have to visit to keep notes on a issue or task. (We only use Project/Bugs) for large projects..but for Break/Fix we use Connect to track open tasks. Also, we would like the Desk Ticket to be related to the Connect task so Customer Support agent can see what is going in the process of resolving the issue/task.
Send emails to all Contacts associated to an Account on Account Blueprint state change
Hi, I have a blueprint that transitions an Account in various states. I want to be able to trigger an email notification that on an Account state change to all email addresses of Contacts associated to the Account. I couldn't figure out a way to do it since all email templates and triggers rely on the email and name fields to be in the Account form and not the associated Contacts form. Thanks Wing
AUTO BCC Zoho TeamInbox
I have IMAPed my master E-Mail info@ within Zoho CRM and share all E-mails with all of my agents. The goal is, that all agents should be able to see the E-Mail history of a Lead / Contact / Account. Because all agents are working in the same inbox the only way for us is to use TeamInbox because there is no shared inbox in mail.zoho or SalesInbox. My Setup: 1. Masteremail info@ auto forward all recieved emails to TeamInbox -> All of my Agents have access to all Mails in TeamInbox and can work on
Custom Button causing issues with 'Created By' Field
We have a custom button made that creates a new Deal in the Deals module based on information in the contact module. However whenever it is used the 'Created By' field is always the owner of the app and not the person who pressed the create deal button. Is there a way to fix this issue? Thanks
Select which Thank You Note to send when regi
Good morning, I created several templates for the Thank You Note, when I acknowledge a payment, but I don't see how I can select which Thank you Note to send. I have just registered a payment and the Default Thank you Note was sent. I couldn't select which template I wanted to send. How can I do that?
Next Page