Get record api V1 vs V2 not same data
Hi. On Api V1, function getRecordById get all fields of form data and some relational data: }, { "val": "Account Name", "content": "RESTAURANT DOPA BCN, S.L." }, { "val": "PARENTACCOUNTID", "content": "1945000004723108" }, { "val": "Parent Account", "content": "GRUPO EL PINTXO" }, { "val": "Account Type", "content": "Cliente de Distribuidor" }, In a V2 API this param not found and I need this to work. How retrieve this relation (Parent and Child relations) Thanks.
V1 API deprecation message on login
When i login to crm, i get this message. I migrated token generation(server-side app) to V2 this week and this message is still showing. Where can i find what else am I using from V1 API? Attention:Usage of deprecated V1 API found Your organization is still using the deprecated V1 API and it will stop working from Jan 1 , 2020.
Dynamically populate AMOUNT with sum of Products
Hello, How can I make the AMOUNT field automatically show the sum of the Products? If a given Potential has 3 products at $100 each, I would like the AMOUNT to be $300 without having to type it manually. Regards
Kaizen #10 - Search Records API and Query API
Hello everyone! Welcome back to this week's Kaizen post! In this post, we will discuss the Query API and the Search Records API, and when you should use them. Query API The Query API allows you to query the records using the CRM Object Query Language(COQL). COQL is based on the SQL syntax and uses the SELECT statement in the query to fetch records. When should you use the Query API? When you want to use DB comparators such as =, >, <, >=, <=, is null, is not null, between, not in, like, and not like
how can i find duplicated leads and contacts
hi i have a few duplicated leads that are also in the contacst module. is there a way to fint the duplicated records? tnx
Accounts and Layouts; what am I missing
I am an attorney doing multiple practice areas (such as bankruptcy, criminal, family). I can create a layout for each of the practice areas but doing so does not increase the amount of fields that I have available. What is a workaround to this? With each practice area, I can make use of the maximum number of fields. In other words, if the maximum number of fields is 100, I could make use of 100 fields for each practice area.
Automated follow ups to non responders
When a lead comes in, i have a workflow that triggers an initial email to schedule a meeting. If the lead does not respond, are here behavior triggers i can use to send additional follow up emails at various times?
custom email address in Campaign
Is there any way to send Campaign emails from a custom email address? Or every time, the main email address of the Campaign owner will be used? If so, maybe there's a way to add a secondary address to a user for the purpose of the mailing? There was a situation when our main domain has been added to a public spam list (because of CRM mailings) and emails outside the Campaign were been bounced from our clients servers.
How can I insert a row into a subform using API V2 and PHP SDK
Looking at the V2 documentation on subforms, I do not see any documentations about how to insert rows into a subform using the PHP SDK. ie: https://www.zoho.com/crm/developer/docs/api/insert-subforms.html How would I go about doing that? I have tried something like this with no success, where "Debt_Matrix" is my subform: $zcrmRecordIns = ZCRMRecord::getInstance("Contacts", $contactId); $zcrmRecordIns->setFieldValue("Debt_Matrix", [ [ 'Priority' => 1, 'Creditor' => 'Creditor',
Add Products in Vendors Related List via Custom Function
Hi Team - I have this custom function that pulls information from our Bills custom module. rec_bill = zoho.crm.getRecordById("Bills",billid); bill_prod = rec_bill.get("Product_Name"); bill_prod_id = bill_prod.get("id"); bill_vendor = rec_bill.get("Vendor_Name"); bill_vendor_id = bill_vendor.get("id"); mp = Map(); mp.put("Products",bill_prod_id); update = zoho.crm.updateRelatedRecord("Products",bill_prod_id,"Vendors",bill_vendor_id,mp); info billid; info update; What I need to accomplish is to put
Not able to fetch data from https://www.zohoapis.com/crm/v2/org when access token generated from https://accounts.zoho.eu/oauth/v2/token
We have a client id registered in https://accounts.zoho.com/developerconsole. Now configured that client id Multi-DC enabled for EU. So with the Client Secret for EU, we can generate the access token using following API. https://accounts.zoho.eu/oauth/v2/token But with this generated access token, when we are trying to fetch organization information using following API, it is giving message UNAUTHORIZED (HTTP ERROR CODE : 401) https://www.zohoapis.com/crm/v2/org But If we try to fetch the organization
I can’t get the Contacts data in the sandbox.
With these settings, I get records from the live account private $configuration = [ 'client_id' => '1000.AAA', 'client_secret' => 'BBB', 'redirect_uri' => 'CCC', 'currentUserEmail' => 'DDD', 'token_persistence_path' => './', ]; $contacts = ZCRMModule::getInstance("Contacts")->getRecords(); Result: array of Contacts. With these settings, I do not get records from the sandbox private $configuration = [ 'client_id' => '1000.AAA',
CRM Invalid data
I am trying to get potential data in CRM, but am getting below error. "{"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} " Please find PHP curl request given below, $code = (isset($_REQUEST['code'])) ? $_REQUEST['code'] : ""; $client_id = "xxxxxxxxxxxx"; $client_secrect = "xxxxxxxxxxxxxx"; $uri = "http://localhost/zohoapi/apitest.php"; ?> <a href="https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.all&client_id=<?php echo $client_id; ?>&response_type=code&access_type=offline&redirect_uri=<?php echo $uri; ?>">Get access Token</a>
Java SDK 1.0.6 vs 2.0.1
Hello All, We've been using the 1.0.6 version of the Java SDK and just noticed the 2.0.1 version is available. I know the 1.0 Rest API is being deprecated at the of the month but does this apply to this SDK as well? Will we need to move to the 2.0.1 version of the SDK before the end of the month?
Zoho products
Does anyone else using zoho have Product(s) that come in a variety of colours and / or batches .... how do you successfully use Zoho to manage this please?
reCaptcha for Web To Lead Form
Hi there. I do have the Zoho web form configured and have the anti-spam script. However, I prefer reCaptcha (http://www.google.com/recaptcha). What would the solution be for this?
Using Google's reCaptcha with Web-To-Lead form
Would anyone be willing to share how to integrate Google's reCaptcha with ZohoCRM's Web-To-Lead form? I have set up my Web-To-Lead form correctly and the data ends up in the Leads section, as expected. However, using Google's reCaptcha creates an extra step to the server hosting my website when verifying and this is causing me problems. The verify.php file I have set up, as per... https://developers.google.com/recaptcha/docs/php ...has the "// Your code here to handle a successful verification" bit,
Problem reading all responses from API - Unknown zcrmsdk\crm\exception\ZCRMException
Hi, I'm upgrading a ZOHO PHP SDK client application from V1 to V2. In order to keep the V1 implementation running while i'm working om the new one, i've created a new client_id for the new implementation. I've updated the zohocrm/php-sdk from 1.0.2 to 2.0.9 using composer. Created the new client_id Got a grant token with the following scopes: aaaserver.profile.READ,ZohoCRM.users.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.all Got a refresh token and setup file persistence. Authentication looks good.
Zoho and Google Ads Integration (Feilds not populating)
I've been looking at configuring Google Ads Integration in Zoho CRM. I followed the instructions that were mentioned to set up Google Ads. Added 2 codes to the website. Now this doesn't seem to work. Gclid is not populating and no other google ads field are. Before integrating Google ads and Zoho, we had already setup API to send the leads from our wordpress website to Zoho. The fields like name, email, lead source etc. are populating. With API as well, no Goolge Ads info is populating, which seems
Revenue recognition date
Hi, I’m a new user on ZohoCRM but have used other CRM systems previously. I’m trying to figure a way to customise the revenue recognition date in a deal. So we are system integrators in AV systems, and there can be a long lead time between closing a deal and invoicing, and often with a requirement for stage payments. I’d like to have a report that shows me expected invoicing for the month based on deal status, but I can’t find any way to do so. So ideally it would be good to have a field for the
Attachments Migration Not Working: "File Not Found"
Hi all, I have a problem wherein a migration of attachments to records in a custom module is not recognizing the files. At the end of the migration process, the attachments are all skipped on account of "File Not Found". I structured the data according to the guidelines on migration with data all in one folder (with an attachments mapping file) and all attachments in another "Attachments" folder that are compressed together into one zip file. I have uploaded the files several ways all with the same
Zoho CRM Functions 52: Automatically update the recent Event date in the Accounts module!
Welcome back everyone! Last week's function was about updating Related Records automatically using info from Linking modules. This week, it's going to be about updating a custom field in the Accounts module with information from the Events section of the Activities module. Business scenario The importance of spending quality time with your clients and prospects cannot be understated. Be it sharing samples or explaining your products and services, meetings go a long way establishing customer trust.
Configuration for SSO login
Hello Team, I am new bie for ZOHO CRM I want to configure SSO login in my ZOHO CRM. Can you please suggest me how to enable SSO login and it's configuration steps? I have attached screenshot which I have do for SSO login feature.Can you please check it and suggest me for it?
How to hide a lookup field, but show the related list in a record
Hi, I'm trying to hide a field but at the same time show the related list of a record. Say I have a record 'Accounts' with a multi lookup field 'Opportunities', it will display both a field with all opportunities and a related list with all opportunities. I want to hide the field, but not the related list. Is this possbile and if so - how? I want to hide this: And only show this: Thanks! Erik
generateAccessToken Return Error: Undefined index: Email
Hi, I use the SDK of zoho in Laravel 5.8, i use the first method : ZCRMRestClient::initialize($this->configuration); and works fine, then i generate the grant token and use the next method: $grant_token="1000.asdfgzxcvsdfre234324" $oAuthClient = ZohoOAuth::getClientInstance(); $oAuthTokens = $oAuthClient->generateAccessToken($grant_token); Laravel return me this error: ErrorException (E_NOTICE) Undefined index: Email This error is generated for the method of the SDK / home/ vagrant/ code/xxxxx /
Lead to contact converted time
Hi, I am using ZOHO CRM and Analytics for the custom reports. I've been trying to create a report which gives us information about our Leads to Contacts Conversion by Lead owner - but in some kind of time period (this month, last month...) I've managed to create a "All time" report, but I don't understand which filter I should use to filter out a relative time period. Is there anything as "converted time" filter?
Enable agent menu in setup module
Hello Team, I am new bie in zoho crm I want to enable agent menu under setup module Can you guys please suggest me how can I enable it or is there any configuration for it? Thanks in advance
bottom up target setting
Before Zoho, our org used a hybrid top down-bottom up sales target setting process. First step involved looking at our individual accounts and/or service lines across various sales managers and estimating likely business that would be pursued in the coming period. Once that first pass was done, we went back and set top down targets across various territories. Does anyone have some good advice as to how to accomplish this in zoho. I've been playing with Territory Forecasts, but the process seems
Report for Historical Forecast Pipeline Deals
I am hoping to track the historical sum of Pipeline Deals from Forecasts for a particular day in the past. I don't think this can easily be done but this would help me compare the expected pipeline over time and make business decisions whether we have enough sales coming. Its easy to see the current number in the forecast module but the history seems more challenging. From a visual standpoint, in a graph, the y axis would be Forecast Pipeline Deals sum and the x axis would be dates. Any ideas?
Where to find Zoho CRM demo database
Hi I'm very new to Zho CRM and would like to know if a demo database exists. A file I could import in my free Zoho CRM edition in order to see what leads, contacts, deals,... look like when it's full of relevant information. Does it exists ? Fabrice
Revamped Tax section is now available in the newer version of the CRM app!
Hello All! We are here to announce about our all new revamped 'Tax' section of the Zoho CRM mobile app. In the latest version of the Zoho CRM mobile app (Android and iOS), we have brought in support to display the customized tax rates and to select multiple tax rates for the inventory records. You can customize the tax rates on the desktop site and the same will be reflected in the mobile app. To customize the Tax Rates: 1. Log into desktop site (crm.zoho.com) with Administrator privileges. 2. Go
What does Zoho CRM respond to zoho.crm.getRelatedRecords if files are not attached?
I can get attachments info by respond = zoho.crm.getRelatedRecords("Attachments","Invoices",ivId); I just want to know if record is not attached any file, what does this function respond? I try to check this with 'return respond', but nothing displayed. Thanks in advance, Kunio
How to copy email TEMPLATE that is in LEAD to CONTACT?
Without creating them all over again, is there a way to copy templates already in Lead to Contact...? So We can have access to them, while in contact mode...? Tks! Moderation Update: Cloning of the email templates across modules in Zoho CRM is available.
Differentiate between duplicates
We are an event management company and have two venues under our control. When we receive inquiries we often have people interested in both venues. Each one needs to be treated separatly as we could lose one and win the other. When we come to searching for the lead we will have two options come up. My question is twofold. 1. How can we differentiate between the two on the drop-down when using the search tool as lot of time is wasted checking each one for the venue name. 2. Can we alter the background
Zoho Integration with QuickBooks Online
Hello I have been doing lots of searches and cannot seem to find a complete solution to integrating Zoho with QuickBooks online. I have found the QuickBooks Web Connector, but I think this is for desktop quickbooks. If my telesales team are using Zoho and the customer would like a quote, I would like them to create a potential in Zoho and for this to trigger an estimate in QBO. If a customer is amended in Zoho I would like this changed pushed into QBO. Do I need to use the Zoho API and QBO API and
Subsidiaries vs. Head quarter ?
Hi, I am studying the use of Zoho CRM for our companies. We have 10 subsidiaries linked with the head quarter. I am not interresting in having one Zoho CRM account for each subsidiary. One commercial user can have accessed to customers and contacts from one or two subsidiaries. A customer, a contact or a prospect is handle toward one subsidiary. Can i use "Sector" and "Hierarchical sectors" to organize our companies ? Thanks, Patrice
Thumbnails / Previsualization on the attachments related lists
It would be nice to see a small preview thumbnail for images, and maybe other document types, attached to any record. Also next and previous buttons when previewing the documents attached to browse across them much faster.
Always getting Access token expired error generating the Access and Refresh Token from Grant Token
I'm working to migrate our API integration in C# from v1 to v2. I've added my Client Id but always I get the same error executing the GenerateAccessToken method to generate the access token 'Access token expired'. I've set the time to expiry in 10 min. Any idea what should be other reason to fail? I'm using aaaserver.profile.READ,ZohoCRM.users.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL in scopes.
Count days client is customer
Hello, I have a business in which it's very important to calculate how many days a customer is client with us. I created a custom field in Clients with "Start datum" in which the starting date is collected. How can I create a field in Clients which displays how many days this client is a client of us. And obviously, when "End date" contains information it should count only until that date. I have very limited coding knowledge! :) Thank you for your time.
Opportunity to Deal
I am planning out my workflow from Opportunity to Deal. The way my flow works it would really make sense to have what is now a Lead module be the Opportunity module until the 'deal' is closed at which point it should become a Deal. However the Deal module is really setup to be an opportunity module. Since the CRM won't allow me to switch the names completely I would like to uses the Stage field in Leads until it moves to the Stage moves to Closed Won at which point I would want to use the Deal as
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