Search records API: Include converted records
Hi. I was using the search records API (because I need to use criteria) and to my surprise there are some Sales Orders that have been converted to invoices that are not being returned by the API. I see that in Get Records API there is an option to recover
Zoho CRM integration in yeastar
Après l'intégration de Zoho CRM dans Yeastar, when i receive a call there is a pop up call but i can't control the call i mean i can't answer the call in zoho crm , i can't stop it, i can't do anything. what could be the problem??
Who_Id in Activities
Hi there, I get fields for creating activities from Zoho CRM API. Then, It is returned "Who_Id" text of which is "Contact Name". But, the type of "Who_Id" is bigint. When I see this text "Contact Name", I write a name generally. But, I get an error that
Zoho Finance Bug: Subject line in Safari expands to the full height of the page
In Safari when creating / editing an Estimate, the Subject line height expands to the full height of the page. If you type something into the subject line then it reverts back to the correct size. It's fine in Chrome. See below...
Tracking customer leads through to B2B partner affiliate link
I am looking to capture affiliate leads from a webform (wordpress) into Zoho CRM in the below workflow 1. customer lands on my homepage 2. customer adds contact details via form capture page 3. customer compares B2B suppliers on comparison list page 4.
Mandatory fields (not mandatory but a reminder if empty)
I was just curious if there was a way to have a pop up reminder if a field is empty? (any time an account record is saved for instance) I don't want it to be mandatory because the field needs to be filled out later in the process, not when the record is first created in the database. So it would need to just be a 'reminder' of sorts so that it gets filled in. Thanks for the help! Aaron
Calendar view for custom Datetime fields
So we have custom datetime fields that denote the days our staff members should call clients. These are stored in different modules called things like "Meetings". On the home page of our employees, we'd like this visually represented in the form a calendar,
Subforms? Customizing Record Detail Page Using Canvas Builder
When using the new Zoho Record Detail Canvas Builder I'm not seeing a place to pull in my Subform from my Record. Am I missing something or is that not possible? If not possible now, I really think that needs to be added in the next build to fully use
Custom Module and Dropbox
Does anyone know how to integrate Dropbox with a custom module. I have a module called "Buildings" and I'd like to have Zoho create a folder in Dropbox for those buildings just like it would for Accounts and Contacts. Can't figure out how to get that
Looking for Zoho One Consultant (agency or freelance) US-based for contract work for CRM
Hi! I'm looking for a US-based consultant that can do basic startup implementation for Zoho One suite. Specifically right now the help I need is around CRM and getting basic processes with forecasting and closed sale reporting that incorporates recurring
Using 3rd party API for Zoho CRM integration
Does anyone have experience with using 3rd party APIs for Zoho CRM development? I'm building an external application that needs to connect to my clients' multiple resources, including Zoho. The unified approach is attractive, but I'm concerned about performance
Lost data in conversion process
Hello, I'm facng a problem because one of our users made a mistake while converting a lead, he didn't click the check box to create a deal, so he only created a contact and the other information was lost, is there any way to get back the data or prevent
Associate Existing Product to a Vendor
I see how I can create a Product within a Vendor's record but how do I associate a Vendor to an existing Product? The Vendor Name field is visible on the standard Product view but there doesn't appear to be a way for me to populate this. Thanks. - B
Add Invoice CRM API
Hey guys, There seems to be very little documentation about inserting invoice through API in ZOho CRM. I am trying to push this data: $fields['data'][0]= array( "Subject"=>"Development Work", "Invoice Date"=>date('Y-m-d'), "Account Name"=>'NetON
Refresh Page Or View After Workflow-Triggered Rule // quoted items
Hi, The field that were updated through a worklow rule are screen updated automatically.. BUT, it seems the quoted items lines aren't. Is this correct? If yes, is there a way to refresh the page? Thanks
How to deal with Credit Notes in Zoho CRM
Anyone have a nice method for dealing this within CRM? You can invoice from it, but no Credit Note facility.
how to convert amount to letters in quotes & invoices
Hello, it seems impossible to display the total amount of a quote or invoice into letters ! So here you are a script that can do this for FRENCH amount to letters, it supports French /swiss french / belgium french variants. Hope you can do something to
Add Webhook with several parameters to function in Zoho CRM
Hello, I was trying to send a webhook with several parameters within a function in Zoho CRM (via Workflow rule). I tried to do this with this code, but it returns an error: Error due to - 'Internal Exception' Line Number:5 urlData = "https://hooks.zapier.com/hooks/catch/XXXXXXXXXX";
How do I add multiple follow ups to a contact?
I'd like to use activities to create sequences. For example: Day 1 - email Day 3 - add on LinkedIn Day6 - msg on LinkedIn if added Day 9 - Follow up email etc... I want to do this in CRM specifically. Is it possible to bulk create these activities for
Sales Order is delivered when converting to invoice
Hi, When using the function "convert to invoice" in the Sales Order, once the Invoice is created the Sales Order changes it's Status to "Delivered". IDK if this is normal behaviour or I'm doing something wrong here, but I would like the sales order to
Quoting for Upfront & Monthly prices
I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add the custom (recurring price) fields in and show them on the quote pdf but I can't show separate totals for both my upfront costs and my recurring monthly costs. Surely, there must be someone out there that has managed to achieve this, one way or another?? I don't think I am the only business using
Wordpress HTTP request for insert the form data in Zoho CRM as Leads.
I am making a WP plugin there I used a form, where I will input data , I want to show all data in Zoho CRM . What is the HTTP request structure??
Zoho Crm and Zoho Books Integration Problem
I integrated Zoho CRM and Zoho Books each other as two-side sync. I have synced Vendors, Contacts, Products, Invoices, Sales Orders and Purchase Orders modules in CRM with Customers, Items, Vendors,Sales Orders, Invoices, Purchase Orders in Zoho Books. I
We might need a conditional formatting field?
We have created a section in the leads module called XYZ this section has several fields; four (4) Pick List Fields and four (5) Multi-Line fields. We want Each Pick Option within the field to have a weighted value that we can later sum. For example Our
Calendly/Zoho CRM Sync
Hi Everyone, We currently use Calendly for our customers to schedule appointments with our sales team. The Calendly events are set up in an event where the appointment owner is chosen in a round robin basis to make it fair. When we turned on teh Zoho sync, I see that the events are passing throughto the CRM, however, the appointments that are being set are not with the contact owner. Is there any way to fix this?
Auto-populate Preferred Name from First Name if preferred name is empty
Hi, We want to add a preferred name field to the contacts in Zoho CRM, and use it as our "default" name field when sending emails. So we can do this, we want to ensure that preferred name is always captured. I know we could do this by making it mandatory, but I'd like to prefill it with the first name if preferred name is empty. Does anyone know how to write a function for this? Thanks Luke
Unable to map CRM task to a record
Use case: I want to programatically create a call for a given Contact (has a record id) and at the same time, the call is related to a Deal (another record id). This is easily possible when creating such task in the CRM UI. It should be possible programatically
Automating Emails About Subscription Expiration
Hi All, I need some help thinking through a solution and using the proper tools available through ZoHo. Our product is an annual subscription that an organization buys. We'd like to automate subscription expiration emails to go out to customers to remind
Preventing downloading of data
How do we prevent the download of data specially candidates section by all roles other than the Administrator?? I have a standard plan right now..
Adwords information not working
Integrated Google Ads with Zoho CRM, sent GCLID through webform to CRM. The documentation said after passing the GCLID it takes 24 hours to populate the data but cannot get the data even after 3 days.
Deal Field values copied into Project custom module
I'm struggling with this: I have a Deal field called 'Service' I have a custom module 'Project' field name 'Service' When a Deal is created or edited, I want to copy the value from Deal module Service to Project module Service. I found a function, but
Zoho CRM - Finance Integration
Hello, I'm trying to use the Zoho CRM and Zoho Finance integration, but am unable to actually view the invoices when I click on the Zoho Finance module. In my Zoho Books, I have 22 invoices for testing, and can see "22 Records", but no matter what I filter
The Zoho CRM Webform does not display on my website correctly
Hi, I added the embed code to my Webflow website and the form if functioning correctly but does not display correctly when I change the setting to be left-aligned. It shows as top aligned. Clearing the cache does not work. Can you please have a look and
export more than 2000 leads
When trying to export my leads, I only get first 2000 records in XLS file. How can one export all data? Rob
Workflow rule for new call activity only
Setting up a new workflow rule for NEW calls only, there is a 'created or modified' option available. This suggests it would trigger the action for both new and update events? I think there used to be an option for created items only. When running tests,
Bulk Read Job - Export Pick List Reference Values?
In the csv file of a bulk read job the exported value is the "Pick List Option" value. Is it possible to get the "Reference Value" in the export?
Zoho CRM Reports contain Duplicate Records
A number of the reports generated in our CRM now contain duplicate records. I have verified that it is the exact same record appearing twice, not a duplicate or copied record. In a Potentials report, several of the reports contain multiple records that appear twice, but not all records appear twice. The data is skewed and I need resolution for this issue. Please advise.
Exporting Contacts as vCards
Hey guys, I want to export some of my Contacts to outlook as a backup. I think that i need to export them in .vcf but I'm not a 100% sure. Is this the only way to do it and, if so, do you guys know how?
How do i clear autoassigned territories?
I have noticed that if an account changes country and moves from one territory to another, the old territory is still assigned? how do i get rid of this old assignment? Stuart
Sync Zoho CRM contacts with mobile phone
Is there a way to sync Zoho CRm contacts to a mobile phone? I'm trying to understand if it makes sense to use Zoho as a single contact repository but if I can't access these contacts using the mobile phone (android) native dialer, then it is no use as
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