Customer function - How to get current user id?
Hello, I wish to create a new record in a customer module and set the owner to be the user performing the action. zoho.loginuser, zoho.loginuserid appear to give a string and email address respectively, and not the long int required by SMOWNERID. Any ideas please? Simon
Quote subject names and quote pdf names don't match, file name is truncated
How do I make the file name exported match the number of characters that are in the quote subject? The file names are less characters after the zoho update.
Self Client, Zoho Projects, and User-level authentication
Hey everyone, I'm new to this style of development, and have some questions. I'm looking to develop a C# application that hooks into a company's Zoho Projects to read/write/do whatever. I have a Self Client setup, and the OAuth2 working just fine. What I'm looking to achieve is require the users of the application to authenticate or login using their Zoho account against the company's project permissions. I may be poorly wording it, so for example. - I launch the application, and generate the application's
Triggering Zoho CRM workflow based on incoming webhooks from other services.
We have a module set up that creates a record of SMS sent via Twilio. On Twilio's end, whenever the status of the message is updated (e.g. from "Queued" -> "Sending" -> "Sent"), a webhook can be sent to a specified URL. Our plan is for Zoho CRM to be the receiving point of this webhook, so that we can then trigger a function from the webhook event, which then updates our CRM record of that SMS. Bizarrely, I haven't been able to find a way to receive a webhook through Zoho CRM yet. Given that there's
Lead Page doesn't refresh
Currently my work flow is as follows. open lead tab. Click call button within the lead view. Complete call using phonebridge (Ringcentral) by clicking done Workflow triggers and updates lead record. One the lead tab the records don't refresh unless I press F5. Is there a workaround? I know if I update the lead using a custom button it works, but I need it to work from phonebridge. Thanks, Mike
Kaizen #49 - Share Records #API
Hello Everyone! Welcome back to another week of Kaizen! In this post, we will discuss Share Records via Zoho CRM API. Record-level sharing In Zoho CRM, users can share individual records from any module with other users in the organization. You can share records using share records API. Pre-requisite Users with the Administrator profile can always share records with other users in the organization. For users with other profiles, the sharing permission must be enabled. To enable share permission,
Zoho CRM Invoice Module and Zoho Invoice Integration
Hello, I am using Zoho CRM Invoice module to keep all my invoices. Is there any way to sync or transfer all invoices in CRM Invoice Module to Zoho Invoice? Or is it possible to auto create an invoice in Zoho Invoice when I create an invoice in CRM Invoice module? Thanks Hayri
Insert custom text into forms
It would be handy to change the page format so that it can include customised headings, notes and information. This will help Staff members complete fields correctly. Not all fields have the option to include a 'tool tip' or 'static text', and we would like to make the forms as user friendly to complete as possible.
Zoho CRM Calendar / Zoho Calendar Sync not adding events to which I am added
Hello, I have Zoho CRM Calendar synced with Zoho Calendar. When I create an Event in my calendar and I add another User as a Participant, the Event appears in the other User's Zoho CRM Calendar. This is fine and works as expected. When the other User views their Zoho Calendar, the new Event has not synced (I wait extended periods of time to allow the sync to happen.) Events created by the other User do sync across, so this problem seems particular to Events to which the User is invited not syncing
Round Robin Distribution once there's a Field Update
Hi Is there a function that can do a Round Robin Distribution once the user have updated a field. I Created a group = Chinese speakers, English Speakers. Then I also created a dropdown field that says "Chinese Speaker,English Speaker" once they update the field to Chinese Speaker the lead owner would change to a chinese speaker but I want it to be a round robin distribution to Chinese Speakers Group everytime i update each and every leads record.
Zoho CRM Inventory Templates - HTML to PDF Conversion
Hi, I've created an Inventory Template using HTML & CSS and it looks good on the first page but when the content overflows on to the second page it appears to be cut off. And it also starts at the very top as you can see in the attached photo. It should start with some padding at the top. Ideally, it should use the css padding I have defined and apply to every page but it only does that on page 1. The HTML editor also strips off any @css rules such as media & print so I don't have much control. Can
Adding Create Date without the time to templates?
I am creating templates for quotes, sales orders and invoices and would like to use the "Create Date" fields for these however it adds the time as well which is not needed. Is there a way of showing just the create date on templates?
Download attachment (to variable)
I'm writing a deluge script to download an attachment from one vendor and attach it to another. Zoho told me to use invoke url with a connector, but I'm not sure how to esatblish a connector between zoho crm and zoho crm. Any thoughts on how to do this?
The New Error Codes in CRM API - RECORD_LOCKED and NOT_APPROVED
Hello everyone! As you all are aware, Zoho CRM offers an option to upload images for a record. When a user uploads images, Zia vision checks if the record meets any Zia vision configuration rules' criteria, and validates them. Click here to know more about Zia vision. As a part of our upcoming enhancement, we are going to support the image processing state for the records. We have added two new error codes related to the same in the Zoho CRM APIs. 1. RECORD_LOCKED Zia image processing state In our
Search in related list
Hello, Can you help me with one issue? I've created custom module "Payment plan" with field "Number" and lookup fields ('Accounts" and "Invoices"), and added this module as a related list to these default modules. So I can add items from "Payment plan" within Invoice card. But when I open modal window to add items, I can't search in any fields except "Number", but more convenient would be to search in other fields, for example in Account or invoice. Can I do this in any way? Screen capture to
Retrieve CRM Invoice Subject Field in custom function
For some reason the invoice "subject" field is not returned with the zoho.crm.getRecordById method. Essentially all other values except the field that is required to create is not returned. Very odd. But I need a means to retrieve this value in a crm custom function.
How to create a Sales Order by location (split by product) that can be exported into excel
Hi all - I am not sure if i am pushing the capabilities of zoho enterprise but here goes...I would like to save our Sales team building off line quotes and having to re key information that we have each time the customers wants a quote. Our data structure is Parent account, account, contact, site. There are often 1,000s of site at and account level, there can be some cross over of contacts and site contacts but we given them different roles to separate. We delivery different types of consultancy
Internet explorer - can't save notes in Zoho CRM
It just hangs when you try to save a note. It was working last week. Duplicated this on two separate computers.
Filter is not working properly.
Hello everyone, Filter feature in Zoho helps me a lot in the mass update and other quick views of activities. But the sometime filter is not working properly. Kindly find the below pictures for references. As you can see in the above picture, I just copy the deal name and paste in the activity filter but it shows nothing. Kindly help. Thanks, Shubham Agnihotri
Setting a custom lookup field with PHP SDK
I have a custom module "investments" that has a lookup field to the contacts module. If I get an instance of ZCRMRecord with the correct entity id etc can I just set this relationship using something like $contact value is returned from a call to searchRecordsByEmail $investment->setFieldValue("Investor", $contact); However this throws an invalid data error. Couldnt find any examples of the correct way to do this.
Undocumented CRM API Rate Limit?
I have been working on a CRM API integration and today as I was running my test suite I started getting this response: `{"code":"TOO_MANY_REQUESTS","details":{},"message":"Many requests fired than the allowed limit for a minute. Please check the header X-RATELIMIT-RESET for the reset time","status":"error"}` So, I looked at the headers and here we are: ``` X-RATELIMIT-LIMIT: 50 X-RATELIMIT-REMAINING: 0 X-RATELIMIT-RESET: 1598879308011 ``` The API Limits document does not mention a rate limit at all.
Adding a Tag to a new contact takes 6 clicks!
Have you considered the ability to add tags when a record is being created? It takes 6 clicks to ad a Tag after the original creation.
Integration CRM into MS Teams
Hi There, we use MS Teams as a collaboration tool. Would like to integrate Zoho CRM, and can see there is an integration, but that only works on the .com domain where we are on .eu domain. Can this be migrated and if so, are there any disadvantages to it? Boudewijn
Lead Source - From Lead to Client
When I convert a Lead to a Client, the Lead Source does not follow. I have added the Lead Source field in the Client page, but the data is not transferring.
Creating leads from webhooks
Hello, We are integrating a 3rd party application with Zoho CRM. But the Application only allows us to make calls using webhooks. How can I push data from the Application to CRM Leads module using REST APIs? My concern lies mainly around the OAuth. How can I configure it in webhooks? Thank you for your help
AttributeError: 'AttributeError' object has no attribute 'message'
Hello. I'm trying to read all records of any given module (In this case is 'Contacts'). I've successfully got token and authenticated. I've used the example i've found on documentation. Just ported to Python 3.x. My environment is Python 3.7.5 (also tried with 3.5.7), latest zcrm-python-sdk. Traceback (most recent call last): File "/home/thiras/.local/share/virtualenvs/wtcrm2zoho-KRDZy6H-/lib/python3.7/site-packages/zcrmsdk/Request.py", line 65, in get_bulk_api_response return BulkAPIResponse(response,response.status_code,self.url,self.request_api_key,self.request_method)
Problem in Creating Report.
Hi everyone, I'm trying to create some reports but reports are not accurate. I tried to create a task-related report in 2 different formats. 1- how many Task done in the current month for deals with some custom fields of task. 2- Same reports with account wise. But both reports are showing a different number of records. And also showing some records that are not available in the system. Kindly help me. Thanks & Regards Shubham Agnihotri
Why Zoho CRM don't have task in calendar?
Dear, Anyone call tell me about this? Why Zoho CRM don't have task in calendar? Thanks Thet Kyaw Linn
Triggering a Dropbox File Request
Hi all, I have activated the Dropbox extension for DRM. I would like to be able to send a Dropbox file request to a Contact, so that the uploaded files map to the Contact's folder inside the 'Zoho CRM' folder in Dropbox, and also appear in the Dropbox Files related list for that Contact. While I can initiate such a file request manually from Dropbox, my real goal is to be able to trigger this from within Zoho CRM: 1) From within the Contact record inside CRM, by clicking a Button 2) Triggered with
C# api - Products GetRecord loop Timeout?
Hi Guyz, I am trying to get products' details of a product list. I get the Deals list, then looping through the deals ang get deal related product record. But my loop freezes on 6th request and gives a Request Timeout Exception after awhile. But its weird It freezes on 6th request every time I tried. Below is my code; ZCRMModule moduleIns = ZCRMModule.GetInstance("Deals"); BulkAPIResponse<ZCRMRecord> response = moduleIns.GetRecords(CustomViewId) List<ZCRMRecord> DealRecords = response.BulkData;
Mass Email and duplicate handling for duplicate contact records (will ZOHO recognize duplicates?)
Our ZOHO CRM is set up for the cable television industry. Typically the same district manager will manage about 20 locations for a cable system company. There are about 10,000 cable systems in the United States. We need to have a unique record for each location as other types of contacts are linked to each unique location. Since we plan to sometimes Mass Email (250 a day max) to the cable system locations we are concerned that occasionally we might send a duplicate email to some district managers.
Can't manually modify the currency Exchange Rate within Sales Order and Quotes
Hi We had been working with custom fields and templates in order to use different currencies ... and yesterday we decided to turn on the multi currency feature in zoho but after one day it seems very disappointing. Besides your weird currency formatting (another post) we were required to input a FIXED exchange rate for USD and EURO, our local currency is Mexican Peso. And now when creating/editing Quotes and Sale Orders the exchange rate is LOCKED on that number, but that does not work for us,
New incoming email from a non-Lead/Contact
We have a department email address setup (sales@mydomain.com) that many of our outbound emails are sent from. And when Leads or Customers reply to those emails the messages get appropriately assigned to their Lead/Contact records. But what happens if a new prospect emails sales@mydomain.com who has never contacted us before? I would like that new email to be processed as a new lead, and generate a new Lead record in CRM, as if that person had sent us a message through our website or another sales
Call CRM API from a native extension
Hello, we're currently building an extension. One feature of the extension requires us to change the records picture. We'd like to deploy this feature automatically in multiple CRM (thus the extension need) So far, we managed to accomplish the above feature using two similar solutions (This topic helped us) : Create a custom function and use a CRM connector to call the CRM API within the Deluge function Create an application in the Zoho Developer console and use the access token to make the same
Need to edit portal invitation template
How do I change the customer portal invitation? I'm finding instructions to do this in Zoho Desk but I need to do this in CRM. The wording and format is very unprofessional and I want to be able to add our branding and some instructions to the customer.
Mandate attaching Contract to Account when it gets automatically transitioned from a Lead
Hi, I have setup a Blueprint that transitions a Lead across few states, and when it reaches 'Deal Won' the Lead gets automatically converted to an Account. There is a Contract related list for Accounts, is there any way for when the Lead gets converted to an Account, the system prompts it to be mandatory to attach Contract to the account before proceeding? Regards Wing
Trying to create a field that auto populates/increments
Hi, We use Zoho CRM and want to auto populate a custom field like a serial number number that auto increments but is based off of several other custom fields. For example SerialNumber=CustomField1+CustomField2+AutoIncrementNumber Any ideas how to do this? I know I can create a field that auto increments based on this article - https://help.zoho.com/portal/en/kb/crm/faqs/product-customization/web-tabs/articles/how-to-create-an-auto-number-field but I can't figure out how to add in the other rules.
Facebook Integration Broken
I used to be able to link my Zoho CRM Leads, COntacts, and Companies to Twitter, FaceBook, and Google+ profiles. Now only Twitter ever finds possible matches to associate. When I looked at my settings on FaceBook, I saw that the Zoho App was expired. I renewed it from FaceBook Privacy Settings, however Zoho CRM still never finds any potential profiles to associate.
App Spotlight: Zoho CRM 2 Moodle Advanced Extension
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Zoho CRM 2 Moodle Advanced Extension Moodle is a free, open-source learning management system (LMS) used for blended learning, distance education, flipped classroom strategies, and other e-learning projects for schools, universities, workplaces, and more. The extension allows you to manage large volumes of institutional data stored in your Moodle account from Zoho CRM. Reconfigure
Creating Client Project WITHOUT Adding Client User
Hi there! I'm trying to add a Project to a Client Contact. I do NOT want that Client to have access to the project. When I select "none" for Client Users, I get an error message "Sorry, there was an error. Please try again later". If I add the actual client to the project, it works just fine. To be clear, I do NOT want any client getting any sort of notification as our goal is to use this for internal projects that are related to that client. If you can assist with this issue, can you also help with
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