Data Collection form with docusign
Hi I need to introduce a contract that needs a digital signature - I see this is possible with the docusign integration. However I have an additional requirement, I need to collect some data within this contract... so basically I need a webform that the customer completes and then digitally signs. Finally I need to be able to access that data easily in the zoho application - ideally i'd be able to extract as CSV or excel. Thanks for your help and guidance. Pascal
Type of Field
We want to be able to add a field that will allow us to incorporate data as follows: A field that will allow us to list (like a spreadsheet?) multiple items to a particular lead or account. Example We are a non-profit and receive in-kind donations from companies and individuals. We want to be able to list specific items to a record, and sometimes there are multiple items from one company of individual. A Patron donates multiple gift cards for auction at one of our events. We want to be able to list
Help an old Hippie with an easy problem...
Been figuring it out on my own for way too long and want to take a short cut. Can someone who knows better throw me the http call I'd send to update a record and the one to create a new one? I can manage getting a token but don't want to spend hours trying to figure it out the call when the community is so knowledgeable. I'm using PERL and LWAgent. I can construct the URL if I know the format but that's what always gives me anguish.
4835 Unable to parse xml data for some records
I am using ZOHO CRM API insert records for my website . Some records show 4835 error code $xml = '<Leads>'; $xml .= '<row no="1">'; $xml .= '<FL val="Last Name">'.htmlspecialchars($name).'</FL>'; $xml .= '<FL val="Email">'.htmlspecialchars($email).'</FL>'; $xml .= '<FL val="Phone">'.htmlspecialchars($phone).'</FL>'; $xml .= '<FL val="Lead Source">'.htmlspecialchars($traffic_source).'</FL>'; $xml .= '<FL val="Description">'.substr(htmlspecialchars($email_subject.' -'.$email_message),0,32000).'</FL>';
4835Unable to parse XML data
need solution mam . $xml = '<?xml version="1.0" encoding="UTF-8"?><Leads><row no="1">'; foreach ($zoho_field_data as $key => $value) { $xml .= " <FL val= " .$key. ">" .$value. " </FL>"; } $xml .= '</row></Leads>'; $url ="https://crm.zoho.com/crm/private/xml/".$zoho_object."/insertRecords"; $query="authtoken=".$zoho_org_id."&scope=crmapi&newFormat=1&xmlData=".$xml; $ch = curl_init(); /* set url to send post request */ curl_setopt($ch, CURLOPT_URL, $url); /* allow redirects */ curl_setopt($ch, CURLOPT_FOLLOWLOCATION,
Scoring my Data
Hello Is there a way or a proper méthod to score data From Crm ? I Would need to give "points" to some behaviors That could lower or increase in the future and access this score somewhere. Score can be put on contacts and/ or accounts and by product line If not Possible in a ready to use function please give me some advice to get the same outcome by any other way ! Thanks !
Custom View
We different users that are looking at the same Contact data. Some of the data is not pertinent to every user and takes up space on the screen so i'd like to have two or three different custom views that can be toggled to see more or less fields when looking at a Contact. I can't seem to figure out how to do that.... show more or less fields when viewing a contact. Any ideas?
Email Notification with Workflow for Potential Closing Date
Hi All, I am trying to create a workflow rule that will send the potential owner an email when their potential record's closing date is the same as today. This is my flow: @Potentials When This rule will be executed on Closing Date at 08:00 AM Recur: once Condition 1 Stage IS X,Y,Z,A,B,C Instant Actions Email Notifications Email Recipients: Potential - Owner Email Template: Custom made one I created a test potential record with today's
Developing on Developer Sandbox
I have an API script that is working on the Zoho CRM but am looking to port it to the vertical solution. Couple of questions: 1. Documentation for the Vertical Solution seems to point to the v1.0 APIs. Should development for the Vertical Solution be using v1.0 or 2.0 APIs? 2. If 2.0, what scope be used for the generation of the key? I am assuming that this will allow us to access the vertical solution crm instance and not the crm.zoho.com instance? 3. With the vertical solution and with multiple
Auto Fill a field for a module from another module field
I have two modules. Sales Order Job Order Both have a description. Both modules are linked. So the description of the Job Order should mimic that of its assigned Sales Order. When I create a Job Order, I want the description field to not be null but get and display the description of its assigned Sales Order I was tweaking some code of other forums but can't get the right match. I have the list of API's that i need. I just need to be pointed in the right direction of how exactly to configure
Zoho Crm Analytics
I have zoho books linked with zoho crm. In the zoho crm analytics, I made a KPI KPI Metric: Invoices Sum of Balance Due date this year This KPI works Fine BUT when I try to add Criteria Filter: Status is Overdue nothing comes up even though zoho books shows several overdue invoices. Is there no way to have a KPI to show me balance or count of specific invoice status? It would be really helpful to be able to see this is how much is overdue, this is how much is draft, this is how much is open from
Kaizen #3 - Scopes in OAuth2.0 Authorization #API
Hello Everyone! Welcome to another week of Kaizen. We hope you find this series of posts useful. Please share your feedback in the comments section and keep the discussion going. In the last kaizen post, we discussed the OAuth2.0 protocol and Self Client. There are two types of clients in OAuth 2.0—self client and web-based applications. What you will learn from this post? In this post, we are going to explore different facets of "Scopes in OAuth2.0 Authorization" in detail. Towards the end of
Uploading more than 1 file with file upload button
Hi, I have the enterprise edition and I have customized my fields, and added the field "file upload". The issue is I wanted to add more than 1 file. I have to send out yearly, to our customers, a rider which needs to be kept indefinitely. Currently I am adding them into attachments, however they are getting lost in shuffle. I was looking for a way to upload these in 1 area for easy access.
get("id").toLong()
Trying to write a function that searches for a record in a custom module. When it finds that record, I need the record ID, so that I can update it. appid is passed in as an argument. ref = zoho.crm.searchRecords("Referrals", "(Application:equals:"+appid+")"); refid = ref.get("id").toLong(); It is finding the record, but won't extract the id. I get the following error: Failed to execute function 'TEXT' can not be cast to '[BIGINT]' for the function 'get' Line Number:4 I understand that it is because
How does Zoho handle time change??
My company just ran into an issue with time zones and time change. We are on the east coast and our events were off by an hour. Support suggested we change our time zone on personal settings. They also suggested that we would need to manually change this twice a year every time the time changed?? That cannot be right, can it? Anyone have any experience with this? I cannot imagine having 100 users manually change their time inside the CRM twice a year. That sound absurd.
Zoho CRM Chat
Buenas tardes Encontre en la parte de configuración la opción de Chat para CRM, según entendí se usaría con mi modulo de clientes potenciales. Genero un codigo HTML para insertar en el sitio web, pero no logro entender la manera en que voy a interactuar con mis clientes y que tipo de estrategias o seguimientos podre crear. agradezco sus comentarios.
Community Digest - October 2019
Product announcements Recent announcements in Zoho CRM Multi-language support is available in the Zoho CRM android mobile application Migration of Zoho CRM APIs and Functions to v2.0 - Updated Benefits of using relay servers to send emails from Zoho CRM Zia Data Enrichment isn't supported in Marketplace Zoho User Group Meetups Our final leg of meetups for the year are ongoing and registrations are still open. In this series of meetups, we are delving into common challenges faced by sales administrators
Check for duplicates based on email address is enabled but we have an issue
Hi, I have turned on the check to prevent duplicate leads from being created based upon email address. The issue is that we have lead edits that happen automatically based upon form completion on our website. If a customer name differs from the existing lead in Zoho CRM, but the email address is the same, the old name gets updated, but the Notes attached to the old name are deleted, which is not good. How can we fix this?
differences between sender
Hi everyone! ¿What are differences between sender google.cl and google.com? ¿How do you differentiate between organic traffic and direct traffic?
History of state transitions
Hi, We have a custom made module. We can get a report of last statuses of the records in this module but we are not able to see transition history of all records. Is there a view or report to see transitions of all without looking into the timeline of each one? Thanks,
What can Zoho CRM do for your financial services business?
The US financial services sector is the largest in the world and contributes a massive 7.4 percent (or $1.5 trillion) to the U.S. gross domestic product. Firms are extremely competitive in this large and highly saturated market, making it difficult for a new entrant to survive, let alone thrive. With dime-a-dozen players for the customer to choose from, growing and retaining business requires going the extra mile to make the customer happy. To do this, a business needs to have the right technology
Asterisk Bridge and Dial Codes issue.....
Having an issue setting up the bridge for asterisk 14. Just to clarify I have successfully had it set up prior utilizing just LOCAL:0 as the dial code. But then I had an issue on the asterisk end using PJSIP extensions rather than just plain SIP - so I removed the old bridge and decided to try and make a new one. Now I can't get past the stupid Dial Code box because regardless of what I put in there it keeps erroring and not letting me save. Even if I copy and paste the format given in the example....
Zoho CRM Microsoft Outlook Plugin
Hoping someone can shed some light on this for us! We have recently been testing the Zoho Outlook plugin as we wanted to be able to sync our calendars to outlook... When adding a new event/meeting/etc to Outlook it instantly syncs to Zoho CRM and appears in our calendars which is amazing, however... when adding events directly into Zoho we have found it's not syncing to outlook unless we open the plugin menu and click 'Sync Calendar'. Is there anyway for Zoho to automatically sync to the Outlook
Unforcing default custom homepage
Hi, I've been suggesting several custom homepage on our CRM. However I noticed that my users wants to have their own homepage or their user's one, and don't want to be forced to have the customs buiit. I understand that for some organization a default forced homepage can be necessary, it could be also left to the users to select which he wants/need etc... Why not having a select button to make the homepage a forced default homepage or not (ie the user can select which he wants between the classic,
How to set Multi-Select Field in Deals CRM Module
When a deal is created, I have it going to Zoho Flow. What I want to do is take a string/list that is not properly formatted and insert/default it into a multi-select field. I am having issues with this and would appreciate some help. My incoming string: "item1, item2, item3" The field I want to update/set is Optional_Coverage I tried using a custom function in Zoho Flow thinking I can manipulate the ", " to a ";" and update the deal, but it's not working for me. Can you please help me with a custom
Telephony Provider
Please consider Plivo, https://www.plivo.com as a telephony service provider. I am using plivo & zoho CRM for my business. if I can integrate Plivo into Zoho CRM, using the Telephony Channel I'll be having much better CRM Solution. Regards, Ziv
Use zoho for real estate
Hello guys, I’m actually using a dedicated crm for real estate but it has some problems and it’s not a 100% suitable with my needs. This crm is linked to my website and is populated by an mls system (Once a colleague adds a new property this automatically goes on my crm and on my website). If there’s a match between one client’s research and one of my (or of my colleagues property) it sends a mail to this client with the details and it should also sends some other automatic mails for birthdays,
Zoho Sheet View
Hi, Why is it that Zoho Sheet veiw doesnt seem to be available on either the quotes or sales orders modules. I can find it on everything else leads, projects, notifications etc. Is it something that simply isnt available on these 2 modules? Any help would be greatly appreciated. Many thanks
Google Sheets oAuth2 library authentication error: ERROR_invalid_redirect_uri
Hi there - I am trying to connect to Zoho API through Google Sheets, using the oAuth2 Apps Script library (https://github.com/gsuitedevs/apps-script-oauth2) However a grant token is not returned, and the authorisation url returns a "ERROR_invalid_redirect_uri" message. Can you confirm that i should be able to authenticate using this library, and if so can you suggest how to resolve ? Here are some of the connection parameters i have been trying. function getZohoService() { return OAuth2.createService('Zoho')
Mass Update Contacts to change related Accounts
Is this yet possible to mass update contacts account name? Thank you Claire
Zoho crm with creating custom Login Activity in Android SDK
How i can create customLoginActivity without calling(passing intent) to ZCRMLoginActivity. is there any RestAPI's are available to login zoho without openning "web Client". Like : loginToZCRM(Username,password) In android SDK. If available Please send link or ping me.
versions of Asterisk
which versions of Asterisk, in addition to 1.4 support crm ? Asterisk supports a version 6.12?
Problem with Integration Zoho - Asterisk
Hi, Somebody can confirm me that Zoho woks correctly with Asterisk 13/14 or 15. I try with different Asterisk versions and I doesnt get it. In a few Asterisk version, If somebody call out to my Asterisk BPX, Zoho web doesn't open pop-up to advise a call incoming. And in others Asterisk version, if I pick up the call from the pop-up of Zoho web, the phones continue ringing... Seriously, This works¿?¿?¿?¿
Best way to create sales
One of the greatest ways to create goos sales it´s the beggining- Visualize uore sales scenario. How many new prospects will I create today?, ¿how many closes will I have in the following 7 days?, ¿how do I will support them?. Imagine, do and feel themn create.
Related To in Call Activity for Leads
I am doing Telemarketing Campaigns to Leads, as most businesses do, but when creating an Activity for a Call or creating a Task Zoho CRM does not allow you to choose what the Activity is Related to, you have to be working with Contacts for this functionality to work. Why is this functionality not available for Leads?
Can I create custom fields via API?
Can I create custom fields via API?
Recent enhancements in Zoho CRM
Hello everyone, We recently released a few enhancements in these features: Validation rules, Calendar booking, SalesSignals, and Scoring Rules. This post will give you a brief description of the updates. Creating a validation rule using functions Until now you were able to create validation rule using criteria. Now, you can use functions to validate any value that is not stored in the CRM database. For example, account numbers, SSN details, registration numbers, etc. need not necessarily be stored
Deduplicate must be a Profile feature by module like View, Create, Edit, Delete
The Deduplication is available for highest hierarchy users or Administrators? Usually these users are the Owners who will never be Deduplicating. Usually lowest hierarchy users are running this task regularly. "Deduplicate" must be a Profile feature by module like View, Create, Edit, Delete.
Please add a signature field in modules (particularly deals module)
Hello I would like to suggest the idea (suggested before) of having a signature field in the modules (deals module especailly!) It would be very helpful for small businesses or shops where a simple customer agreement is being made. Essentially, this would allow zoho CRM to be used as a point of sale service for any service type industry where a simple agreement is made. (Gyms, Spas, Beauty Salons, Car Shops, Membership type places etc). Make it so it is only valid for the enterprise edition as well.
Zoho CRM API Refresh Token expires_in is not OAuth2 compliant?
When following the OAuth authentication documentation for Zoho CRM (here), I find that when calling the API to obtain a refresh token, the expires_in field returns the expiry time in milliseconds, not seconds as given in the OAuth2 specification. This is not an issue if manually or programatically handling tokens without a library, but when using an OAuth2 compliant client library, the expiry is calculated incorrectly due to the specific expires_in field not being in seconds. This can result in
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