Sorting list of dates fetched from module by latest to oldest.
So some quick background - We have a module called 'Client Meetings' where there is a custom DateTime field where the sales rep inputs the date that client was met. We have a function takes in a Client's ID, then fetches all records in the 'Client Meetings' module tied to that client. What I do is then the following: response = zoho.crm.getRelatedRecords("Client_Meetings","Clients",ClientId); list_of_meeting_dates = { } for each meeting in response { list_of_meeting_dates.add(meeting.getJson("DateTime_of_Meeting"));
Associate products to Account - Custom function
Hi Team, I need to add products to Account. I would like to automate this task, please provide the custom function which would map the product to the account.
Map Account Field to Potential
Hi, I have a custom field on the account module called "Contracted Rate" and I have created another custom field on the Potentials module called "Contracted Rate". I would like the "Contracted Rate" value from the Account module (taken from the account located in the "Account Name" field on the corresponding Potential) to be mapped to the "Contracted Rate" field on the Potential field. Please can someone post a script on how to achieve this as my Deluge skills are poor to say the least. Please do
How to add Gravity form data fetching to zoho crm
Need to update the zoho crm once my client fills the forms details from the website. I am using gravity form in my website and using wordpress don't want to use third party plugin. is there any way to achieve this.
API v2.0 Migration Update: Copy Customization, Extensions, and Functions
Hello everyone! As you all know, we deprecated the v1.0 APIs last year, and they will reach their end-of-life (EOL) on December 31, 2019. Please refer to this announcement for more details. We have also sent reminder emails to the primary users of all organizations that still use the v1 APIs, urging them to migrate to v2.0 at the earliest. Apart from reminder emails, we have also put up in-product banners, alerting the users of existing v1 code. For more details on the next essential steps, refer
UPS Label from Contacts
Is it possible to integrate a World Wide Express (UPS) with Zoho contacts? I send out 100s of promotional boxes to my contacts.. Alex
Add Dimensional Weight or volume field calculator
Hello, I'd like to know the total volume (in cubic meters) to the products in my sales invoice. How can I do that? It must calculte the sum of all products times its unique volumes. Thanks in advance.
Notes Acknowledgement
It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note.
Why do Zoho webforms still use tables like its 1995?
I find this extremely frustrating. Every time I need a new webform (or update an existing one) I have to recode the form's embed code to strip out all the <table> <td> <tr> code and manually retype these into <div>s to make the form responsive on mobile devices. 1. Why is Zoho still using tables in 2020? 2. What is being done to update this webform code to be natively responsive on all devices and when will this be available?
Associate alias to ZOHO account
Is it possible to associate an alias with a zoho account? To accept the invitation must I click on the link that arrives in my email with the associated alias?
Outlook Plugin- Flexibility of choosing sent items to sync from Outlook to Zoho
Hi, We have Exchange mounted locally and are using the Outlook Plugin for this. Only a portion of our received emails would require to be recorded in the CRM and this is undertaken by using the 'Add Email' or 'Search and Add Email' function. However for logging sent emails it appears it either is set to automatic which will sync all emails sent to the CRM (which will clutter our CRM with general correspondence and is not desirable), or after sending an email, I would then have to go into Outlook
Visit Date&time mapping Visit Date
hi all, I want to mapping Visit Date&time with Visit Date in Lead Module. I mean, In lead module, I have Visit Date&Time and Visit Date (I have just added). I need Just Visit Date not needing to Time.How can I transfer to Visit Date&Time's Visit Date to Visit Date. If I need any code could you share with me.
null.toString() --> "null"
Hello, we have a function that copies product description field from one entity to another. When that description (field) is empty/null, the value that is being copied is (the string) "null" instead of an empty/null value. Is there a way to prevent that? M.
Migrating From Version 1 API to Version 2 "Facing Issues"
I have created Zoho API which was using Version 1 one now i need to migrate into Zoho API Version 2 but i am facing issues running the below code: <?php $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/"; $fields = json_encode(array("data" => array(["City" => "Egham"]))); $headers = array( 'Content-Type: application/json', 'Content-Length: ' . strlen($fields), 'Authorization: Zoho-oauthtoken 4869c41171910edf553c07461c59a059', ); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $apiUrl); curl_setopt($ch,
CRM invoice error - freeze when calculating tax
Hello Guys, First of all, you rock! Thank you for the good work. I have this problem when calculating tax in my invoice. I see the loading bar, but actually the session has been frozen and no tax has been calculated. I am working for about a year with CRM now and this has not happend before. The only thing with this invoice is that it contains more then 20 products, other invoices with less than 20 products don't show this problem. This is quite concerning for me as I cannot send this invoice. Is
C# SDK Auth fails when using self client grant token
I generate a self-client grant token for ZohoCRM.modules.ALL an use it in the attached code example. It runs but crashes with a 400 error code. When I attached a proxy to view the traffic a call is being made to https://accounts.zoho.com/oauth/user/info which is returning a 400 error code. I am using the v2.1.2 Nuget package for ZCRMSDK, but when I looked at the code posted on github, I noticed a very similar issue, https://github.com/zoho/zcrm-csharp-sdk/blob/master/ZohoCRM/OAuth/Client/ZohoOAuthClient.cs#L87,
Automatically assign leads with campaigns
Greetings, is it possible to automatically assign new leads with a specific parameter (e.g. lead source) with an existing campaign? Didn't find any results in the workflow option. Thanks for your help! Kind regards, Tobias
Duplicates in Custom Reporting
I have built a customized report to view one of our users Events/Check in Status to ensure he is completing his weekly call cycle. The modules I have used are: Event, Account and Notes. The fields I have chosen on the report are: Related To, Title, From, To, Note Content, Checked In Status, Checked In Time. The problem I am having though is that the records appearing are duplicated
Exceeding 500 emails in mass email using Professional edition
I sent a list of "leads" a mass email that was about 3200 email addresses long, which exceeded the 500 recipients that the "Professional Edition" limits me to for single mass emails per day. Will 500 more emails per day be automatically sent in the following days...and repeated(each day) until all 3200 emails in the original single mass email request are sent? Regards, Jeremy
Mailchimp new subscriber when a new Zoho lead is created through Zapier
Does anyone know if the Zaps are working fine (and updated) between the Zoho CRM (premium application in zapier) and Mailchimp? Is that something that the developers can do or Zapier is responsible to update the connections to the new API v2?
Sandbox (Testing) Environment is now supported in Zoho CRM iOS mobile app
Hello Folks, Zoho CRM mobile app (v3.5.3) now offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. Zoho CRM Sandbox environment mimics the production environment. More info on Sandbox is given in the link below: Zoho CRM - Sandbox feature Once the necessary tests are carried out, you can deploy the Sandbox changes to Production environment. Sandbox environment can be created on the desktop site (crm.zoho.com). To create Sandbox
Why Should I Use the Leads Module? Looking to Simplify.
Posted previously, but starting a new topic. What is the advantage of having a lead? Why not just enter all as Contacts? I have been toying with the idea of entering everyone in the Contacts Module, and using a "Contact Type" field to change the record from "Lead" to "Contact". You can set up and save a View in the Contact Module so that you only see Leads, Contacts, or other types of contacts that you have. This would also let you convert someone back to Lead, just by changing the selection in
List of emails from modules using crm REST API
Hi, I would like to know if there is currently a way to export emails informations from Contacts or accounts (and generally from a supported module) in a similar fashion than notes and attachments. https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Attachments https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Notes When I try the following I get an empty list. https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Emails The response { "email_related_list": [] } Cheers, Marc
ENTERPRISE DOWN
The Zoho crm web page is not working. It seems to be a javascript problem as we could see in the console. The case is that we can't make any change in the leads nor call to our customers
Wordpress & Zoho CRM
Hello, I am looking for a simple and effective way to capture contact information from leads generated on my Wordpress website. I want to be able to make the form look how I want it, the form builder in Zoho CRM is a bit too simple, so I am looking for other options. What options do I have for creating Web Forms, having them on my Wordpress site, and pushing that information inputted to Zoho CRM? Is there a major Wordpress Plugin that people use? Does Wordpress simply require a link or a line of
Forms recommendation please - Zoho CRM Webform vs Zoho Form vs Contact Form 7 vs Unbounce
We're just getting up and running with Zoho CRM. Our initial aim is to setup and start monitoring our lead generation, in particualr PPC adwords from conversion through to paid work so we can monitor our ROI on individual keywords. After this we can slowly add on other CRM aspects into our business. - Our current website 'Wordpress' forms are created using the free Contact Form 7 plugin (They look good and work well). Though won't natively talk to Zoho. The Zoho CRM web forms - Dont look great and
Is "web to lead" forms and "opt out" compatible with Wordpress website platform?
I am moving my website to a wordpress platform. I want to be able to use the above features but I first want to make sure Zoho CRM and wordpress are compatible here. When I did some digging in the archives here it seems that back in 2007, worpress did NOT support <iframe> so web to lead forms did not work. Does it work now? Thanks much
Updates in Email and Inventory templates: Cloning across modules, setting default font, and more
Hello everyone, We have introduced the following enhancements in email templates: Cloning templates across modules Email templates can now be cloned across modules. For example, a template present in the Leads module can be cloned to the Contacts module. The unsupported merge fields in a template will be marked in red. You can select and replace them with a suitable field or remove them from your template. Set default font You can specify a font of your choice as default for all the email templates.
Unable to Import Shipping Fields in Feeds
Currently creating a series of Zoho Feeds for my company to pull information from a WooCommerce form. Seems that no matter what I do it is not importing the information from the WooCommerce form into any of my Zoho CRM objects. Please let me know what I am doing wrong.
Mark Quote Stage As Sent After Emailing Quote
Hi, Getting consultants to keep the quote stage / potential stage updated is quite a challenge. I would like to automate marking the stage from "Draft" to "Sent" after a quote has been emailed through the CRM. Has anyone come up with a solution on this? In my opinion, these are absolute key features that should exist: 1. Macros should also be available in the quote module. The macro could then handle the emailing of quote and marking the stage as "Sent". 2. Macros should include the ability to attach
Add encryption function to module Formula field
Sometimes we want to use a field value in a url or form and not show its actual value to the user. For example: https://myzohoform.myzohoorganization.com/?&subscriber=joeblow@me.com&provider=suzie@experts.com What if I dont want to expose "suzie@experts.com"?
Using Zoho CRM's Python SDK to fetch all records on a module, including lookup fields and related fields.
Hi everyone. So I've been having a tonne of fun using Zoho's APIs to fetch and update records to make any necessary changes to records, saving me a lot of manual effort. However, some limitations I seem to notice with the Python sdk's "get_records" function is that: - A field value only appears if it's actually populated, - Related fields to that module do not show up. - Lookup fields do not show up. I'm wondering if there's any way to force all of the above to show. Basically, I want to input
C# MVC: UriFormatException: Invalid URI: The format of the URI could not be determined
Hi there, im getting the error "UriFormatException: Invalid URI: The format of the URI could not be determined". This is happening on line 55 of code below, which is "APIResponse response = restClient.GetOrganizationDetails();" This is my code: Can anyone see what might be going wrong? I've been trying to find what the URI is that its breaking on but can't find any mention of it in the stack trace. Much appreciated, Sarah.
Zapier / Zoho CRM new version is bad - can't update accounts
Hi I am writing to inform the zapier integration team that the new integration is much worse than the old integration. There is no possibility to update anything except leads and contacts. Where once we had the ability to Create/Update Module Entry - it is now just CREATE without option to update. For example it is no longer possible to UPDATE Accounts. Also if you wanted to either update or create lead, then you would need to write a complex Zap integration with branching (which btw is more
Checklists
I really need to be able to create a checklist under a deal. This checklist needs to be unique to each deal, so from my understanding creating one in Blueprint doesn't help. We handmake all of the products we sell and I would like to be able to create a quick checklist of what products are in the deal, so that we can check them off when they are completed. The product related list is close, but doesn't allow us to track when the product has been made. We do not have the enterprise addition, so
How to create a scheduled custom function
Hi Team - I am aware there is a Schedules in CRM so we can run daily custom functions. I tried writing a custom function but I am not successful in running a Schedule. I need to run a Schedule so that my Ageing in Days field for Deals gets updated on a daily basis. Can someone point me to the correct syntax for running Schedules? I tried running a workflow that triggers a custom function during modified time but it only runs once. I need that Ageing in Days to be updated on a daily basis. Any help
BUG: Custom Function failing with basic getRecordById function
Anyone else out there getting an internal error when they run a getDetailsById? Found issue this morning and it's crippling us. Code: details = zoho.crm.getRecordById("Products",id); info details;
Mass email function not working
Hello We have ZOHO Professional and plan on using this CRM to organise large volumes of students, we need to be able to send mass communications to groups of different students based on their qualification and company etc. From the Deals tab (we have customised this to contain students instead of deals) we have tried to send mass emails based on specific company criteria but every time it doesnt work- I get the below message sent to my email. Could someone please help? We set up the criteria, attach
SalesInBox when SENT through ZOHO CRM
So, my small company works with other small companies and recommends CRM systems. We are testing out ZOHO which APPEARS to have wonderful features YET I run into some issues which cause some of us to start MISTRUSTING the system. An example for the community's comments and ideas are: I was told that SalesInBox and its SENT folder will NOT contain SENT items from ZOHO CRM. I find that odd - such as whats the point of it then? HOW DO YOU USE SAlesInBox AND do you feel it delivers the emails with
Custom ZOHO modules access
How can I access (read, insert data) non-standard (custom) modules? I try to insert data to custom module and get an error response: {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"} I guess it's because I don't know how to set the scope to acces the module. Module, which I want to acces is called CustomModule2, but when I try to set is in the scope on generating a grant token I get an error When I set scope as ZohoCRM.modules.ALL or ZohoCRM.modules.Custom.ALL
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