Customer group structures
How do I record group structures of my customers which may have a number of offices and buyers? I don't really want duplicates.
The remote server returned an error: (400) Bad Request.
My application that uses the Zho rest api has been working flawlessly for the last 4 months. But today it started throwing "The remote server returned an error: (400) Bad Request.". My credentials work fine in Postman, and also in my app. My c# app usees HttpWebRequest so I tried using WebRequest, but I got the same result. Seems like it must be something at Zoho since I didn't change anything in my app. I am using the V2 api "https://www.zohoapis.com/crm/v2/"
Webhook blocked due to security reason
I'm getting this error "Webhook blocked due to security reason" on webhook trigger , the target endpoint URL is https and backed by a worldwide trusted certificate , please suggest where can I dig further to realize the actual mismatch . thanks
Purchase Order: List Price Is used to derive the purchase cost instead of the cost price
When I add a product, with a cost price as 10 and unit price as 15, the purchase order calculation should happen based on cost price which is 10*1 = 10 but at the moment it happens as 15*1 = 15 I have to manually modify this each and every time and is time consuming. Also, for a product that is already added if the unit price is changed, there is no where i will be made aware as the unit price value is not displayed when the product is selected in the product details field of purchase order form.
how to associate call to a contact with extensions
I'm using CRM with RingCentral. When I call a contact with an extension, my call gets logged to the first person in the account (they all have the same number and different extensions)...How can I switch that call record to the correct contact? Scott
Trying to use an IF statement to add months to a DATE in a formula field
Hi All, Hoping you can help, I am using a formula to return a date field, but I want it to be conditional. Keep in mind that the Orders.Day Supply field is a dropdown. I've tried it this way: if(${Orders.Day Supply}=30) { Adddate(${Orders.Subscription Start Date},1,'MONTH') } else if (${Orders.Day Supply}=60) { Adddate(${Orders.Subscription Start Date},2,'MONTH') } else if (${Orders.Day Supply}=90) { Adddate(${Orders.Subscription Start Date},3,'MONTH') } else if (${Orders.Day Supply}=120) { Adddate(${Orders.Subscription
unable to get access token
Hello, Do not know why the api procedure is really hard for the developers Pretty simple method and defined pretty much puzzled way. I followed your steps I understood first you will have to get self client a grantToken ok understood did the same and also followed example code $oAuthClient = ZohoOAuth::getClientInstance(); $grantToken = 'xxxx'; $oAuthTokens = $oAuthClient->generateAccessToken($grantToken); var_dump($oAuthTokens); now suddenly on next step you are saying to be a refresh token
PhoneBridge & Integration with 2 systems
Hi there, we have a workforce located in different location spanning different countries/continents. As such, we would probably look at a PhoneBridge integration that might suit each location rather than the business as a whole. Does PhoneBridge allow for multiple integrations & for each to be defined for specific users/territory etc? cheers, Julien
How to know "domain-specific Zoho Accounts URL" to generate access and refresh tokens
Hello There, I am working for a european client to get sales orders and invoices in their backend system and I am using PHP as language. I am having trouble to get access/refresh tokens as I am confused or lets say dont know the "domain specific zoho accounts url" to be used ! Can anyone please tell me how to know the domain specific URl for my client ? Let me know if you need anything from me ! Also I am confused which service to use for retrieving the sales order and invoices of my clients ! What
Filtering Products When Using Merge Fields
I am trying to create an inventory template that pulls sales order line items to the template. I can pull all product line items using this - ${Sales Orders.Product Name} What I need to do is filter the call for a specific category of products. The products are in a product category called Rinse Cage. Is it possible to filter the merge for only products in the product category?
WebToLeadForm is creating records in ZOHO intermittently
Hi guys Our website has various forms on it. When a user submits a form their details are added to the leads screen within Zoho. We've recently updated to the Enterprise package. Since then (and it may be a coincidence) some leads from our web forms dont get inserted into Zoho. Theres no pattern, it seems to happen randomly. Has anyone else experienced this? I have a CURLOPT_CONNECTTIMEOUT of 30. Perhaps I should increase this? As I say - theres no apparent pattern to which leads dont get inserted
Add Colleaguess column in salesinbox
Hi everyone! We have a small company with 4 profiles. We have selected One Zoho Plan. So we start work with sales inbox to manage email etc, but 2 of our accounts doesn't see the "Colleagues" table when switch to multiple columns view. How they can add it? Thank u
Authentication Token Generation
Hello i c'ant find the Settings button in my CRM API page any help please note : i creat my demo acount with google identification Thanks
Invoices with wrong Tax
Hello I'm using an invoice template from zoho CRM to create invoices for customer. Invoice needs to show Tax however even when I state that tax is 15% zoho adds it to the total instead of realizing the total is inclusive of tax in the product details. In addition on the the item lines zoho asks again for the tax and when I add the correct % zoho is now calculating the total tax on an amount that already has tax. There is a screenshot of the amount im talking about. If this is just causing so much
print of account record
Hi, I'm trying to print an account record but the widget I added doesn't appear in the print preview. How do I make the widget also appear in the print preview?
CRM re-build.
Good morning guys, I hope you're going very good. We are a company that have been used ZOHO CRM for 3 years now. It was not built properly, all the employees had access to everything. As an example, a product's name is "Billoboards_masterhead", and all the commercial agents use it, but if there's a new recruit, the new commercial agents creates a new product "billboards" and so on. So we have been stuck with so many names of the same products, so many names of the same company etc etc. this is
Help with Formula field
I designed a formula field to calculate age of account but I made it with String output so I can add the word "Years" to the end. However the out put of the formula comes with up to 16 decimal points which I only want two decimal points to come out. what other formula can I add to this Concat(Tostring(Datecomp(Now(),${Contact Positive Accounts.Date Opened})/(60*24*365)),' ','Years') To limit the out put to two decimal points This is the current output 1.1315068493150684 Years I need it to just
Can you force a customer to reschedule a booking?
Hi there, We are playing around with the bookings feature in CRM and I like how customers can schedule meetins with users or a team. One question that we can't seem to find out from the zoho documentation is what is the best way to notify the customer to reschedule a meeting when needed? I know that they can cancel or reschedule from the email that they received when making the booking, but I don't seem to see a similar process from our end. TIA, Matt
Formulas for CRM Enterprise- Limit on number of fields
Hello, Trying to create formulas in our Deals module. we have a limit of 15 and so far we have used only 13. We have currency and date and time fields still available and no formulas in our unused fields. Why is it not allowing us to use the two formula fields we should have left?
Mass Emails Not in Sales Inbox
I sent my first and only mass email via Zoho CRM. I can see that it was delivered, however I only see "Not in CRM" and "Colleagues" in SalesInbox. What am I doing wrong? Why can't I track my emails sent via ZohoCRM in my SalesInbox?
Module has duplicate Created By fields and one of them can't be deleted or modified
Why did the Module end up with a Sample Created By and a Created By? Why can't I mark Sample Created By as not required or remove it?
Automatically indicating a lead doesn't need a follow up
Greetings everyone! I'm working on a process that would automatically allow a lead to indicate they already bought insurance from someone else by clicking on a link in an email. I've been searching around and haven't found anything here and have tried a couple things but nothing really works the way I want yet. I want a link in an email that would indicate in Zoho CRM that the person has already purchased insurance - ideally it would set the Lead Status to "Lost Lead". From there I have workflows
Associate product with price book through api
I'm looking for a way to associate a product with a price book using the REST API. We have many product changes per day (including sales price and our cost), so it makes sense to update these as they happen through the API, but I'm unable to find any information about how to do that. Anyone who can point us in the right direction would be appreciated. Thanks.
Email: Where is email sent from?
I want to send mass emails to clients, but I don't understand where exactly they will be sent from and what the reply-to email will be...
Update record custom function not working
Hello, I'm trying to code my first function, which is super simple: upon clicking the button, I want to call a custom function which will update the Deals' record field ''Nom acheteur'' with the value ''Anges Immobiliers'' My code: deal_id_str = deal_id.toLong(); acheteur_AI = Map(); acheteur_AI.put("Nom_acheteur","Anges Immobiliers"); update = zoho.crm.updateRecord("Deals",deal_id_str,acheteur_AI); return ''; (see screenshot 3) deal_id is a parameter linked to the Deals field 'Deal ID' I tried
Not able to set arguments for new function
Hi, I'm defining my first function, but contrary to various tutorials I've taken a look at, I am not able to edit the arguments of my new function. Clicking the 'Edit arguments' link does not bring up the pop-up window to define the arguments. Anyone has any suggestion what might cause this? Could it be that I need an additional permission to do this (I am not logged in as the super admin)?
Sending emails to contacts not delivered
We need to be able to send emails and keep track of them through zoho crm. We create contact to the accounts, and press +Sendemail - create the content. But nothing is delivered. How to fix this?
Forcing a record to exit a blueprint?
Hello everyone, Does anyone know a way to force a record out of a blue print with a custom function? I want to be-able to do this without using common transitions ( they are maxed), or adding additional states. I don't think there is a way, but figured whats the harm in asking. I know you can use the trigger command to enter a blueprint, maybe there is a command to exit.
Late on Payment / Credit limit hit Warning From books
When trying to create a deal or other things to a customer account in CRM id like to see a option to show the over credit limit to the user. This is important for the sales person to know if they are hitting credit limit they need to ask questions. Like do we need a credit increase or are they not paying bills. So if 2 different warnings one for over due and one for at credit limit. Thouse are 2 different issues that need to be dealt with. If they are overdue the sales person need s to know dont
One Product to Many Deals
Hi, I need to assign one product to many deals that already are created. Is this possible?? Thanks Regards.
New PHP SDK Critical Bug
I tried upgrading to the new 2.0.2 PHP CRM SDK, but there's a critical error that makes it impossible to use. When trying to get a BulkAPIResponse, the code says this: if (array_key_exists(APIConstants::VARIABLES, $bulkResponseJSON)) { However, 'APIConstants' does not have anything defined as VARIABLES, which means it always crashes: Symfony\Component\Debug\Exception\FatalThrowableError : Undefined class constant 'VARIABLES' at /usr/local/cat/vendor/zohocrm/php-sdk/src/crm/api/response/BulkAPIResponse.php:108
Function-3: Auto-update account information across CRM.
Welcome back once again folks! Last week, we learnt about round-robin assignment of records using custom functions. This week, we'll take a look at a custom function that saves your time by auto-updating all the related fields in a selected module when those fields get updated in the Accounts module. Business scenario: Take a case of leads captured through web-forms. Most leads don't fill out the entire form. Once the lead is prospected, you go on to create relevant records in contact and accounts
Automatically Create a Deal from another deal
Hi there, Some of my deals are retainers and they need to be repeated every month to reflect on the sales report. How can automatically create a deal if they are a retainer? I have added retainer yes or no - as part of the deal setup
Email to multiple accounts under one contact
Hello, I want to set up an account to send out a monthly newsletter to multiple email addresses. How do I set this up so that I can select one contact, say "Monthly Newsletter" that will automatically send the attachment to each person listed under that contact name. Thanks, Bruce
How to set scope for mass update of Custom Modules?
I am facing a problem that when i setup a scope for Custom module to mass update through Mapp update API,for getting code its showing "ERROR_invalid_scope", When i used system defined module(Leads,Deals,Accounts etc.) its working perfectly fine. but when I use custom module(Api name or custom name) its showing an error "ERROR_invalid_scope".
Getting "The remote server returned an error: (401) Unauthorized."
Hi All, I'm trying to fetch task details of all the projects in my portal using Zoho rest API v2.0 through a windows service, which was working fine till last week. Now while the service runs, I'm getting error as "The remote server returned an error: (401) Unauthorized.". I have checked my authentication token and hope it might not be the problem. Please let me know what should be done to fix this error. Anyone please help on this!! Thanks, Prasanna Venkatesan J
ZOHO API V1 C#
Hello I'm using this method for API call (v1) public static string AccessCRM(string url, string postcontent) { //ServicePointManager.ServerCertificateValidationCallback = ValidateRemoteCertificate; WebRequest request = WebRequest.Create(url); request.Method = "POST"; byte[] byteArray = Encoding.UTF8.GetBytes(postcontent); request.ContentType = "application/x-www-form-urlencoded";
zcrm_oauthtokens.txt generated in root directory - is that OK?
Hello, We are using the PHP SDK in the self-client scenario. It does not look like the token_persistence_path is being respected and zcrm_oauthtokens.txt is generated in the website root directory. I.e. the TXT file ends up in www.mysite.com/zcrm_oauthtokens.txt not the path we specified. I don't know enough about OAUTH system to know if this a security issue, but wanted to confirm. (I am not sure it would be more secure in my specified path, but at lease it wouldn't be easily guessable URL) It does
Current Record ID
I have created a widget which I launch from within a contact view. The ultimate purpose of this widget is to call a third part api. Some of the information I want to pass to the api is the Current Record ID and the Current Record Full Name. How do I get those pieces of information for the record that I launch the widget from?
Sending with Zoho Sign
I have created a custom template in "Inventory" to use with Sign in CRM. Template works great! It is kind of a pain to drag and drop the signature tabs for recipients each time. Docusign lets you anchor them in a template once which saves a ton of time and confusion for my sales reps. My question is this: How can I add recipients to each Zoho Sign document, or each CRM sign, automatically? We have 4 people in the company who need to be CC'd or receive a copy each time one is sent or signed. It would
Next Page