Field updated by Custom Function not triggering workflow
Hi Team - I have a field that is updated by a custom function. I have a workflow rule that runs a custom function whenever that field is updated. Unfortunately, that workflow rule is not triggering. I even changed the workflow to Edit and run this rule whenever the record is edited but it is not triggering. It is not in the timeline. The scenario is: when Deals stage is Invoiced in our blueprint, a custom function will fire off and update Last Order Date in Accounts. We need the Accounts record updated
How to associate multiple products to a potential/deal each with their unique price
Hi Zoho community, We sell SASS and offer several options on monthly subscriptions. We would like to do the following - show in one potential several products that the customer is interested in/purchasing (ie software sub, tech support, add-ons) -be able to enter a price unique to that potential for each product to reflect individual discounts -be able to report per product on things such as # sold / time frame, average cost for our sales and retention metrics Has anyone done this before with either
BCC Dropbox - Doesn't add emails to existing contacts or leads
Good morning, We are facing a bit of an issue, where BCC Dropbox doesn't associate emails to exisitng contacts or leads. Instead it automatically creates a new lead / contact depending on the user's setting and associates the emails with the new entry. Has anyone else got the same issue? I have checked the BCC Dropbox setting for the users concerned, and it should search for an existing contact or lead, but doesn't seem to do it at all. Thank you in advance, Anne
Lead tab - Locate Map feature
Locate Map feature on the leads tab is not functioning correctly. I entered test data into the leads tab and used the Locate Map feature. Google map returns the CITY for the address - but does not provide detailed information (street level detail). I converted this Lead into a contact and tried the Locate Map function - address location returned by google maps is correct.
Desenvolvedores brasileiro que Conheçam as APIs de integração do Zoho CRM
Boa tarde, Procuro desenvolvedor brasileiro com experiência em integração do Zoho CRM com outros softwares. Preciso integrar o Zoho CRM com Totvs, MK Solution e Zabbix. Existe algum desenvolvedor no fórum que pode participar desse projeto? Atenciosamente, Thiago Morais 027997747844 thiago.morais@dinamicatelecom.com.br
Desenvolvedor brasileiro para integrar Zoho com outros software
Boa tarde, Procuro desenvolvedor brasileiro com experiência em integração do Zoho CRM com outros softwares. Preciso integrar o Zoho CRM com Totvs, MK Solution e Zabbix. Existe algum desenvolvedor no fórum que pode participar desse projeto? Atenciosamente, Thiago Morais 027997747844 thiago.morais@dinamicatelecom.com.br
Embedded APP SDK and API v2
Hi, We have created a app that makes use of the Embedded APP SDK, I am wondering will we need to make any changes to our app to take into account the changes in the API v2 or will the SDK take these into account? Thanks James
Connect to Api V2 with Curl shell linux
Hi everybody , Someone Know the process to connect to api v2 CRM with linux shell and curl ? I didn't pass the auth . Thank you in advance for your help .
AddressFields from Card Scanner to ZOHO CRM Contatcs
Hello When I scan a card using card scanner the adress shows on the app, but where does it put it in ZOHO CRM Contacts ? I cannot find the address in the Fields Module which matches the cad scanner,is there a way of matching fields? I have 1500 cards to scan.
Product List In Leads
I need to customize the product list to be in a specific order when a Product is added to a lead. At present, the list shows all products but this is not optimal for the sales team. I need the order of entries from the Product pick list to be in a specific order for all users. When I select the Add Products to Lead, then the order is always the same. Older, lesser used products are showing up near the top. This is not optimal. How do I set the order in which products show up in the Add Products
Importing contacts
Hi, I'm getting a error message when trying to upload an excel spreadsheet with contacts that I've bought. Never been a problem in my previous CRM Less Annoying CRM. I tried a different spreadsheet as well from the same source. That had no problem inZoho. But the list I want gets problems every time I try, How can I solve this?
Multiple currency in CRM
Hi, While we ar able to post multiple currency deals in CRM, the reporting is only in the home currency. Is there an option where we could do a currency wise reporting of different territories? For example, India territory would in INR, and US territory would be in USD and UAE would in AED, When we view our target vs actual everything gets converted to INR(home currency). We cannot create funnels also in their respective currencies. Please suggest a way out.
BulkAPIResponse limit 200 records
Hi. I use C# SDK for Get some records of CRM. how can enable limit of 200 records, or how caan loop on each page ? ***************************************** Module = Account (or other) ZCRMSDK_CRUD.ZCRMModule ModuleSel = ZCRMSDK_CRUD.ZCRMModule.GetInstance(module); ZCRMSDK_RESPONSE.BulkAPIResponse<ZCRMSDK_CRUD.ZCRMRecord> response = ModuleSel.GetRecords(); --> response.BulkData.Count = 200; But i can't spécify PageNo, and can't loop. foreach (ZCRMSDK_CRUD.ZCRMRecord record in response.BulkData)
Help with Custom Function. Trying to find average amount of last 10 won deals
Hello Team - I have a custom function that should calculate the average amount of the last 10 won deals. The custom function is working but it is giving the wrong amount. Can somebody shed light on what I am missing? The average amount should be around 19k but the custom function is calculating 11k Below is the code and attached is the Deals related list under Accounts. resp = zoho.crm.getRelatedRecords("Deals","Accounts",accountid); iteration = 0; total = 0.0; count = 0; average = 0.0; for each
User not show in mentions list
All user users can appear in the dropdown when I mention to anybody in the notes or description text area, but one user particularly not show. There is exist some rule or something for that user not show? privacity? security? Thanks
Phonebridge API
Hi, We are trying to integrate our custom pbx with zoho crm for our client, who already has an account with zoho crm. We are developing this on a trial account. Is there any limitations on trial accounts for using phonebridge apis ? We have managed to successfully add the pbx to the available provider dropdown. However, during the call event notifications we get "Insufficient Privileges to perform this operation. Contact your Administrator.". What could be the possible reasons. Please help us to
PhoneBridge Scopes related
Hello everyone I am trying to generate an access token that I can use to access the PhoneBridge API from my application . I am using the 'Self Service Client' method to generate the 'Authorization Code' that is required for generating the 'Access Token' and the 'Refresh Token' Now to generate the 'Authorization Code' using the 'Self Service Client' method the scopes required by the application need to be specified. But even after a lot of searching I am unable to find a list of 'scopes' that are
How to load list of participants in the event over API?
Hello, Is there a way to load list of invitees/participants of the event over the API? We are able to load the event by its ID, but API response does not contain information about invitees/participants (on the UI we see that event has 7 participants). Thanks!
Currency
Hi, I want to add products with different currencies. Example: I have excell with TL also I have excell with Euro. I am usin multi-currency in zoho crm, my base currency is TL When I tried to add Euro excell the system adding product with euro. How can I add my euro product with euro currency. Best
Lost notes data
Hello, in Zoho CRM I can not see my last notes. This happen in all the contact that have more than 10 notes (I know that there are more notes because in the left there is a small number near notes that show how many notes you have for the contact). How can i fix this problem?also in the search there aren't the last notes. Thanks!
System-Defined Fields?
Is there no way to work around deleting system-defined fields? Specifically, 'Closing Date'. In the Opportunity/Potential space, we do not always have a closing defined in early stages. I suppose we can just put the date out several months, but then we are putting inaccurate information into our system - which is not best practice. However, I do not understand how a system that is supposed to be customization would place fields in that cannot be removed if unwanted. Please fix this Zoho. Thanks,
Booking meeting appointement linked in CRM /Calendar
Do you plan, as for appointments and calls, to provide customers with the opportunity to make a meeting appointment connected to the CRM and to Google calendar With a feature to insert the appointment in its agenda See attached screen copy
Assigning leads to territories
When a lead comes in, we need to assign that lead to a sales rep based on the territory they cover. It seems crazy that you can't do this. Who worked the lead that became a DEAL or an Account, if it wasn't previously assigned to that someone?? It looks like the only way you can assign leads is by creating a workflow and having to manually type in every state. It would be so easy if you could use Territory Mgt. I must not understand the purpose of it.
Only 10 notes on leads are showing
Hi We are experiencing a problem where only a maximum of 10 notes on our leads are showing and the rest are hidden. I believe that this is a bug in the interface. If I navigate to a Lead that has fx. 15 notes attached, 3 notes will be showing by default and the top right corner of the note element says 3 of 15. The notes shown are however not the newest and when I click View Previous Notes only 10 will be shown. Is there something I can do to view the remaining 5 notes or is this something that can
Accounts, Contacts, can i change the system-defined fields ?
Hi everyone, i've just start to use zoho crm, and i would like to know if it's possible to change system-defined fields on the Native Account or Contact Modules ? For example : Account Modules I cannot change Account Name to a fields ```ID Account``` who will an auto number field. Is there any advice for me to reach this result by using native Account modules without creating totally customize module. Thanks for your answer.
Report Writing
I am trying to make a report to overlay 2019 on 2018 based on the deals we have month per month. I can do 2018 and I can do 2019 but where can I have the two on the same line graph?
contacts to integarte with ZOHO CRM?
Hey community - what is the best monthly / per user contact database to use that can import directly to ZOHO CRM?
Analytic Routines Research
Hi Everyone, I'm researching how sales managers and entrepreneurs can more effectively use the data and analytics they receive from Zoho in the first hour of the day. What is your analytics/dashboard routine? What do you open up first? What are you looking for and what are the actions do you take? Thanks for reading and I look forward to hearing from you.
Rename a Record in Custom Module.
Hi all, I have created a customer model called Property which has all the address fields inside it. (street, Suburb, post code, state, country). When we create a new record it ask to name the new record. I wanted to use a custom function inside a workflow that all new record do the following customer function: Rename record name to street, suburb, post code, state, country Example First New record Name of property = 1 Street = 36 Paris street Suburb = Sydney Post Code = 4556 State = NSW Country
[Webinar] Scheduling sales/service appointments from inside the CRM - tomorrow at 12 PDT
Hey everyone, Tomorrow at 12 PDT we're hosting a demo of our SmartScheduler, which was previously featured in a Zoho Practitioner webinar. Since then, we've made some enhancements to it to support both appointment and work order scheduling. Chief Solutions Architect James Converse will demonstrate it all, including: Scheduling from a CRM button or from a Work Order in Zoho Creator Scheduling individuals, crews, and equipment usage Easy drag-and-drop interface Google Maps & Calendar integrations
How do I know the API version of the CRM tasks I use in functions?
I have a working function with the following code: leadinfo = {"Last_Name":ln,"Company":cp,"Email":em,"Phone":ph,"City":ci,"Country":cy,"Qty":qty,"Products2":pt,"Ownership":lo,"Lead_Source":ls,"cProduct":cpt,"IP":ip,"Form_URL":fu,"State":st,"First_Name":fn,"Account_Type":at,"Industries":in,"Implementation_Period":imp,"How_many_Customers":hc}; resp = zoho.crm.createRecord("Leads",leadinfo,{"trigger":{"workflow"}}); I would like to know if this is version 2.0 or 1.0.
Getting Invalid Ticket ID error
Hi, I am getting the following error when I am calling any request CRM API: Request UR: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=0fed3246284151aea65a768d9e051e90&scope=crmapi Please check the below and error and let me know the solutions. Thanks Shams <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecords"> <error> <code>4834</code> <message>Invalid Ticket Id</message> </error> </response>
CRM appでのtwilio（というか電話統合）利用
こんにちは twilioでＣＲＭ統合で利用しています 外出時にパソコンがない時のTwilioへの着信は不在着信になってしまいます せっかくのモバイルアプリなのでTwilioはじめ電話統合の着信発信ができるといいのですが アプリ開発上そんなにも難しくて実現困難なんでしょうか?
Convert Lead into Account, webhook
Hi, guys! I need to notify 3d party services when lead is converted into account. Is there a way to setup a webhook on Convert? Did not find any information about that Thnx
IMAP states SERVER DISCONNECT, but my IMAP port is open
After using Zoho CRM for a few months, and the IMAP integration working well, I went to update the password on my account and saw that rather than syncing sucssesfully (or not), I was given a SERVER DISCONNECT error. I checked with my IT department, who stated taht your firewall and IMAP ports for the internal email server are open. However, when I checked my host name, the port is closed. Any idea what is causing this, or how it can be resolved?? Thanks in Advance!
Edit contact fields via deal
Hi, is it possible to set up a deal so that when it is set to a certain stage 1) certain fields from the contact associated in the deal are shown in the deal (so contact can verify their details) 2) and if needed be able to update from the deal (so that it syncs back to the contact field details) 3) Also the ability for those contact fields to be mandatory only when deal stage is set
Relate task to Campaign
Hi, I cannot relate a task (from leads clients) to a campaign, every time that i create a task from a lead contact this task is already relate to invoice and it cannot be changed. I also attach a screenshot..... Thanks! Regards
Creating dashboards
I would like to create the following dashboard views: I want to create a dashboard view where it shows the number of ALL activities scheduled in each stage of the deal pipeline for the next 30 days of when the report is run. I want to create a dashboard view where it shows the number of ALL activities completed in each stage of the deal pipeline for the PAST 30 days of when the report is run. A dashboard view of total number of DEALS moved into each stage- this is two views on weekly - last 7
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.
Zoho CRM API V2 and python SDK
Hi, I was trying to access ZohoCRM record using API V2 and python SDK but I'm stuck. I'm using a simple python script from my Mac so not a sever and this seems to be the first problem: I cannot connect. I went to https://accounts.zoho.com/developerconsole and created an API but I cannot figure out how to configure zcrmsdk. I copied and pasted the information into oauth_configuration.properties but it doesn't connect. I also tried to create a self_client key but I cannot figure out how to use it.
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