Can Zoho CRM API retrieve data from Custom Fields?
We have added numerous custom fields to the Account Record. How can we retrieve information from these custom fields through the API?
Billing addresses on member accounts
Is is possible to make all member accounts have the same billing address as their parent accounts? The billing details do not appear when generating quotes unless they are retyped into each member account (and there are lots!) Or can you add fields to
related lists in reports
i need to creat a report that filters out which deal has a related record in another custom module. but the look up field I use to connect them is in the other module, not the deals module. is this possible?
Best way to integrate Zoho Suite (CRM, DESK, ANALYTICS, Meeting etc.) with data from ERP/USER/Install base data system (App)
Hi All Zoho Fans, I been trying to understand the data structure of Zoho CRM in order to import data properly from our Application and USER/INSTALLED base system. All our users (customers) log into an application, and from this system we maintain their
Pushing Values to Picklists & Multi-Select Picklists through CSV Uploads or API
My question is in regards to pushing values to either Picklist fields or Multi-select Picklist fields through a CSV upload or API. Do the values you push need to match exactly the selectable values you've setup within these fields, or can you push other
Zoho CRM Sub-Form Add a line using Custom Function
I want to use a sub-form as a way for my team to track progress and leave notes. My goal is to use the sub-form for most transitions in the blueprint so each transition with have a during note and then an after action with a custom function. So the custom
Product Churn in CRM
Hi guys, We're using products, deals and Quotes for accounts in CRM. Here's our workflow: Account Manager creates a deal And then, create a quote including products and their list prices inside Deal When deal is closed won, products are inserted to
Matching exported attachments with accounts?
I have a need to export all the attachments from my CRM and then match them to accounts. Is this possible? The attachments have a string appended to the file name, so they look like this: 2xzfz6925f0c086d74118bda59a23dab14671_FileName.JPG Does that string
Why is the desk/crm integration so weak?
Hi Why is the ZOHO DESK integration with CRM so weak? It's hardly an integration except for the fact that clients are synced between both. Let's assume this scenario, I run a company that provides web hosting services. I have the services I provide to
Potentials/Opportunities/Deals
I am fairly new to Zoho CRM and am confused by the Potentials tab. First of all, the terminology seems to use three different words to reference this tab - Potentials, Opportunities and Deals. Are they all the same? I saw a help feature that says Potentials
Creating validation rules for user input fields and calculations
Hello all! I hope this message finds you well and that someone has come to a solution for this. In one of our custom modules, there is a section in which the user needs to input the payment plan for a service. I need to create a workflow/validation rule
App Spotlight: Squaretalk Axiom
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Microsoft Word Mail Merge Issue
Hello everyone! For the past two weeks, our mail merge templates saved on Zoho CRM are not working with the Microsoft Word CRM Plugin. Every time we try to do a merge, it pulls the wrong data fields. Instead of account_name, it pulls title. Instead of
User confirmation URL in leads email notification
Hi, I would like to include a url in the email notification to a lead to avoid that our emails go to SPAM Is there an easy way to do so in ZOHO CRM? Thanks ina dvance
Zoho Finance Limitations 2.0 #7: Can't attach any Zoho Workdrive files when emailing Zoho Finance records
Within the CRM you can send a quote to a contact and attach a document, brochure, etc... from your linked Zoho WorkDrive account which works great. Once you move to Zoho Finance this is not possible. You can only attach documents from your computer. Workaround: Have
Zoho Finance Limitations 2.0 #6: Can't email a Zoho Finance record to a person unless they are a contact on the account
Want to email an estimate to a contact not listed on the account? Tough... you can't!! You have to download the PDF and send from your email client. Workaround: Send to the primary contact and just cc the other person. ======== Perspective: using Zoho
zoho.crm.convertLead does not save custom fields data on Deal
dealMap = Map(); dealMap.put("Deal_Name", lead.get("Company")) dealMap.put("My_Custom_Field",ifnull(lead.get("My_Custom_Field"),"")); convert = zoho.crm.convertLead(leadId, {"Deals":dealMap}); I would expect the above code to copy My_Custom_Field (or
Workflow matching condition of triggered lead
I'm hoping to save myself some time. When I update certain fields of a lead I'd like to also update the same field of leads that have the same Company and Location. For example: The lead has responded to an email stating their company does not have
Function to Decapitalize Fields
I imported a Zip code data into a "Zip Code" custom module in CRM, in order to auto assign leads to sales reps. Is there an easy way for me to mass change the data to make it not capitalized? Instead of LOWER PEACH TREE, to change to Lower Peach Tree
Send Automatic Email with Quote Attached from Zoho CRM
Hi, Is there a way to send and automatic email with the Quote attached on Zoho CRM during a workflow rule or a blueprint? Thanks
Deleted a user from mail, Now cannot add the same user in CRM
Hi. I have not heard back from support and are having a problem. I added a new user to CRM and to MAIL. I decided not to use the zoho mail for this user and deleted the email address. Zoho then also deleted the user off of CRM. Ok no big deal, but trying
Linking Spouses that may be Lead or Contact
We sell Medicare and Life Insurance Policies which are individual. However, we often sell to multiple members of the same family. For Medicare, one spouse may become a contact (our Leads remain leads until they have a deal and we then converted to contact)
(PHP-SDK) Creating a new record (Quote)
Hi, I am using PHP-SDK V2 API, and I am set up with the tokens and ready to work with the CRM. In Sandbox mode, I am trying to add a new Quote. My code: $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Quotes"); $records
[Update - April 30, 2021] Zoho CRM Authtoken Deprecation
Hello everyone, The deadline for migrating from Authtoken to OAuth has been extended until May 31, 2021. Please switch to OAuth tokens before May 31 to prevent code breakage. Thank you. Hello everyone, This post is regarding our upgrade to OAuth authentication for all
Record Operation on a Custom Module
Hi, I want to get informations from a Custom module With the php sdk and RecordOperations method, what name should I put for my api name ? Thanks
How to approve "Workflow Rules"
I'd like to enable certain employees to create automated Workflow Rules but these MUST be audited and approved by admin before turning them on. Does Zoho have this functionality? Didn't see the option.
Community Digest - April 2021
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Leads: Map Custom Fields. No options appear in drop down menu
When I am mapping the information to convert from leads to account, I am able to map almost all of them. But I want to map Website to convert to website. The problem is that in Accounts there is no options in the drop down menu, it just says none. Can you help me out? Thx.
Fields Will not Map
I am trying to map 2 fields, Skype ID and Twitter, between leads, contacts and potentials. These map fine between leads and contacts, but will not map to potentials. The Skype ID and Twitter options show up in many of the drop down menus in field
No Options Found - Lead Mapping
Hi, I am want to go through the lead mapping process in ZohoCRM. However, for the majority of fields there are no options in the drop down. I have checked to see if the field types are the same etc. What am I missing? James
Map Fields - can't get the field I want in drop down menu
I recently added the field "Lead Source" field to accounts and wanted to map this field with the same field in Leads and opportunities but it does not come up as an option in the drop down menu in the map fields for lead conversion page I only have none,
How can a contact run a function from the portal?
I need a contact to be able to execute a function from the portal. A key part of the function is to open a webpage where the contact will have access to what they need, based on info in CRM. I have tried: Using buttons: buttons don't appear to show up
Zoho Process Flow
We have been using Zoho for a few months but would like to improve our process flow. The way we see it, the logical path through the CRM would be: Account - we become aware of or make contact with a new company that might be in need of our products Contacts
Adding non-editable text to LEADS form
Is there a way to add a non-editable text box to the leads form to put a note (information) about something for the workers to reference when filling out a new lead?
Records insert POST with Guzzle returns 200 with no response
The getToken() function works fine. I have no problems to get a repsonse for '/crm/v2.1/settings/fields' Following some snippets form my workflow for the POST Record use GuzzleHttp\Client; $options = [ 'headers' => [ 'Authorization'
Tags Column Needed for Activities List View
Please consider adding this. Not sure why it is not exposed for use, it would make tags infinitely more useful. Thank You
Extra div added to Insert HTML / Plain Text emails
I'm having a problem with my emails having irregular size fonts. I create start with a Insert HTML / Plain Text email. Then add in my content. I'll select all the content and then set the Font to Verdana and the size to "2". After I save the email
Add Outgoing SMTP support for Zoho CRM Mass Mail
To resolve issues around SPF, DKIM, DMARC it would be much better if Zoho CRM allowed for an external SMTP server to be configured for mass email sending. There seems to be a lot of different topics asking about how to solve Spam / SPF / DMARC / DKIM issues and allowing this would make it so much easier.
BUG Export data - Delimiter Value COMMA
Hi, I'm trying to export my candidates but i can't because the delimiter is comma (,) and i have texts from my clients on field "DESCRIPTION", more specifically i have lots of commas in the description field. So, when exporting to CSV, there's a mess
Email Relay
We are trying to set up an email relay to avoid our mass emails being caught in spam filters. Our IT department don't like the idea - they fear that our email server (Microsoft Outlook) could be compromised as a result of setting up this email server. Does anyone have views on how emails could potentially be compromised using Email Relay and potential work arounds.
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