Custom module with related list does not show related list in shared contact records
The problem: We have a custom module, called "licensing". This licensing module has a related "lookup field" for the account associated with the licensing record. As an admin, when you open an account, you can see the licensing module and related list. For users with "shared records", the licensing module appears fine but empty. When I open an account with a license as the record owner, the license list is "blank". If I open the same account with an admin login, I can see the related records/licensing
Is there a way to track the volume of activity and emails by sales rep?
Is there a way to report on the number of tasks, calls, meetings, and emails sent by reps? It seems this would be a helpful dashboard for encouraging ongoing activity. Thanks!
Link Phone Field from Account to Contact
I'd like to create a workflow rule whereas when I enter a phone number in the "Account" Module for a new account, when I create the "Contact" from within, it will auto populate the phone number. Has anyone done this before, and if so, can you advise? I am not a programmer by nature.
Send notes related to each user action.
We want to send note, related to each user action, in our website to ZohoCRM. I have found many package related to this topic: https://github.com/zoho/zcrm-js-sdk https://github.com/zoho/zcrm-nodejs-sdk https://github.com/isotopo/zoho https://github.com/ZohoDevelopers/embeddedApp-js-sdk I don't sure which one to user, however I tried them with no luck. I've fail to configure most of them. So my question here: what is the best way to integrate our system with ZohoCRM, so we can send notes related
Enable search by phone number in Zoho Flow and Zapier
I'm looking to create entries in CRM but I only have the phone number, I see in functions there is an ability to search by phone number, but I would much prefer to do this through one zapier or flow. It seems a very minor adjustement to your code since you already have the module search by email.
Smart View Layout for Desktop
The CRM iPhone app has a feature called "Smart View" where it only shows fields that are filled in. It would be great to have a similar feature in the desktop view. It would hugely tidy up the interface. We all have a ton of records that have empty fields
Help in Uploading Photo CRM API v2
Hi i am using ZOHO CRM api v2 in uploading images to Leads. I am facing an error {"code":"INVALID_DATA","details":{},"message":"the request does not contain any file","status":"error"} here is my code function InsertImage($access_token) { $file_name = $_FILES['uploaded']['name']; $file_size = $_FILES['uploaded']['size']; $file_tmp = $_FILES['uploaded']['tmp_name']; $file_type = $_FILES['uploaded']['type']; $file_ext = strtolower(end(explode('.',$_FILES['uploaded']['name']))); $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/xxxxxRecordIDhere/photo";
ZOHO api php sdk database
Hi! My DB is on the hosting, and I can't give it name "zohooauth", only "myAccountName_zohooauth". What should I do? Can I write my DB name in some config file instead default (zohooauth)?
Push Notification in Workflows
Hi, I am trying to communicate with my customers through automated Emails, SMS and Push Notification. CRM Plus Workflows allows this with emails ofcourse, also SMS is possible with webhooks via exchange of REST APIs available with certain SMS gateways. If my app also has REST APIs, can I add push notifications as well to Workflows just like the SMS. Thanks Namrata
BUG: Task Reminder - Date Selector Popup does not show (Safari 12.1.1)
With the new reminders tweak I've lost the ability to set a task reminder. It briefly shows and then disappears. I have to delete the current date and retype manually to get the date selector to popup. It works fine in chrome but does not work at all in Safari. See GIF below.
Custom Field Limits
Hi, I really need to have 9 custom field of type 'Dropdown' for Customer object to let customer chose some options from limited set in Customer Portal. The problem is that I cannot create more than 5 Dropdown. I get message: Please check the following Youve reached the maximum limit for the number of custom fields that can be created for this data type. Please let me know if I can add more of them somehow. Also it is unfortunate that the limit is nowhere specified. Thanks, Marcin
Sales Tax Calculation
I cannot for the life of me figure out why the sales tax won't calculate in the quote. I set up a custom Sales Tax of 7.25% in 1 of my products. When I put that product on the quote, it gives the total but shows $0.00 in all the sales tax boxes.
Get data from Sub Form to Main Form
Hi guys, I have been reading around a lot and i cannot seem to get a "Total" value of all sub form entries per customer. The Main form is called Customers and has a field called "Total Cover Amount". THe Subform is called "Appliance Under Cover" and the sub form has a field called "Cover Amount" and there can be multiple appliances per customer of varying Cover Amounts. I just want the "Total Cover Amount" to be the sum of all "Cover Amount" but I can't figure out whether I can do it with a formula
Deal Name Automation
Hi all, I need a help ,When we convert a lead to contact and deal there is a field which is name Deal Name. I want to automation for this field.When we convert a lead to deal ,This field name can take to Contact name and Lead source name.How can we do that? Best,
Custom Function for using one Module to create another Module entry with Subform
Hello, I'm trying to set up a Custom Function to use one Module entry to create another Module entry. I know how to do this already but I'm needing to include Subform values in the new Module entry, and I'm not sure what the code would be for that. Here's the code I'm using: create = zoho.crm.createRecord("Example_Module_1",{"Name":module2name,"Location_by_Name":module2streetaddress,"GPS":module2gps,"No_of_Signs_Dropped":module2count}); "Location_by_Name", "GPS" and "No_of_Signs_Dropped" are all
Poor Integration with CRM and Workdrive
The integration between ZohoCRM and Workdrive is terrible at best. I'm not sure why I can't select the option under a contact's name to create and share/invite the contact to upload documents to a folder. I should be able to create the folder under a contacts name and then invite them to interact with the folder. Workdrive itself is a work in progress and should not have been released in its current form. to share links with third parties the instructions from Zoho explain how to do it but not what
creator related view
Just spent alot of time with support. We have recently upgraded to creator 5 and we noticed a change in the way that the forms show within crm. Let me explain. We have a related list that shows in CRM contacts. It is linked to a specific creator view that shows data in a certain order. When we click on that view it is all great but within the related view it is reversed. We have been told this is the way it is but my staff are convinced before the upgrade the related view was as the chosen report.
im not receiving any emails
I have stopped receiving emails since June 27th. can you help me? I can send but not receive.
Zoho Crm with avaya Ip office Server edition R11
hello, I am a systems manager and networks in a company that wants to install Zoho Crm on Avaya Ip office R11.
I have read your documentation which is clear but I do not find it detailed enough.
I understand that we must download a sdk to install from the dev site avaya, which is not a problem.
however i would like to have more details regarding the overall operation of your adapter and i have several questions.
I never execute scripts on a production environment without knowing exactly what
Zoho CRM Hidden Element for WPForms and Zapier
Hi Community - we are using WPForms for our leads. We integrate WPForms to Zoho CRM via Zapier. How do I integrate the API script via Zapier? Any ideas would be greatly appreciated. Thanks!
Tracking Trends over time in Reports / Dashboard?
Having a hard time wrapping my head around how I would track the amount of Open Deals I have over time. For example, if I generate a simple report showing me all Open Deals, I want a Component on a dashboard to display the amount of open deals there were, per day, for the last seven days. Am I missing something?
registration form validation.
I have a form where I do validation with jquery. when all fields are empty it works, if I fill up only one or two fields anywhere, it is not working as I expect, I guess there is a problem around submission, by clicking on submit button, it should not submit anything until one of the fields is empty. thank you, please help me, frank
More Permission Options
As of right we only have three Permission Options we can set for profiles: Read and Write All Read Only All Don't Show All I think it would be very beneficial if these could be more versatile. For example: • Don't Show (during Edit only) • Read Only (but can still be populated with functions) Maybe others have more ideas? Cheers!
Retrieve Zoho CRM Info links via API
Hi, On the main Project page there is a link showing "CRM Info" which links back to the CRM Account & CRM Potential associated with the Project. Is there any way via the API to retrieve this information? Or alternatively is it possible to get the Project associated with a Potential via the CRM API? I can't find any documentation on either of these. Thanks
Adding an unsubscribe link to an email from Zoho CRM
I was searching the forum for info on creating an unsubscribe link for emails sent from Zoho CRM. There wasn't a helpful thread, so I'm posting the solution that I found in the docs. This shows how to generate the html for an unsubscribe form, which has
Why does the activity Status for calls not filter out completed calls
I am trying to focus on open activities and the calls that I am looking at are closed. Yet they are still showing up on the report.
How to Open a url in a new window, and then have the window re direct to to a different link.
Using zoho functions, and a button, I am working on having a link open and load information into a separate google sheet script, and then I want the window to redirect to a provided web site. get_potential_details = zoho.crm.getRecordById("Deals",potential_id.toLong()); url = "https://script.google.com/XXXXXXXXXXXXXXX"; url = url + "XXXXXXXXXXX/exec"; url = url + "?" + "Lead_Generator=" + get_potential_details.get("Lead_Generator").get("name"); url = url + "&" + "Zip=" + get_potential_details.get("Zip");
Zoho CRM Functions 51: Update Related Records automatically using info from Linking modules.
Welcome back everyone! Last week's function was about scheduling calls to records. This week, it's going to be about updating a record in one module with information from the linking modules, when two different records are linked. Linking Modules Multi-select lookup fields help create many-to-many relationships between records across modules. Linking Modules help facilitate this records association across modules. The records in the Linking Module contains info from the two 'linked' records. More
CRM adding Google Calendar Events for my team
Hello all, I'm wondering what the best way is to port Google Calendar events to my team members when I fill out a "Time/Date" field in the Leads module. My use case scenario: We have Agents who are assigned to meet with a lead at their desired location, after an Inside Sales Associate has discussed a Time/Date. I need the Inside Sales Associate to be able to select this drop down menu, and have it copy this event over to the respective Agent's Google Calendar. Please advise. Thanks!
Create record in LinkinkModule INTERNAL ERROR
When i try create record in LinkingModule responce is {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} data: {"data":[{"Link_Product":"183535000000150906","Order":"183535000000156030"}]}
Run a report based on "Stage History"?
Hey everyone here's my situation. In Dynamics CRM I have Sales Stage, and there's In Progress > ready to submit > order submitted > order complete. I then have a workflow that when sales stage changes to ready to submit, it stamps the execution time in a custom field called "Ready to submit date" and then when it changes to order submitted, it does the same to the "order submitted date" field. I understand I can do this workflow in Zoho but I have Professional edition not Enterprise so I don't
Deduplicating
Hi, Can someone help me? I have accidentally introduced a lot of duplicated Contacts to my Zoho CRM. I did a backup of the whole database and downloaded it into Excel. There were about 10,500 contacts. I then ran a deduplication in Excel of the Contact records selecting for First Name, Last Name and Account ID. This has produced a CSV file of about 7,000 contacts, which I inspected and which found does not have any duplicate contact names. Now, how do I remove the existing Contact records
Request Python3 SDKs
Currently `zcrksdk` claims it has `Python2 and above`. I have checked the source code it has `print` which is support only `Python2`. Could you give me timeline or plain to give support Python3?
What is the best practice way to mass update records?
Use case: we have 500,000 Contacts with the wrong Owner. I need to go through each record, compare owner to another table of territory assignments, then update the Owner based on assignments. I found three solutions. 1. Zoho CRM custom function - major limitation. Can only update 10,000 records per day. Time to complete: 50 days. 2. ETL - download all the Contacts, use a local script/process to generate a new CSV file with updated date, import to Zoho CRM. Slight limitation. Can only do 30,000 records
API's of Development CRM
I have the development version of CRM, but I can not consume any module through the php SDK, nor can I find the APIs panel. ¿Could not I consume anything through API, from that version of CRM?
Self Client 2?
I'm developing a Zoho related desktop application (Windows .NET) app. Specifically this is a screen pop application that interfaces to a phone system and in response to calls, looks up contacts that match the phone number and display the contact names to a user. I'm confused by the whole self client deal and in particular, what the best practices would be for a user to configure and use this application. Right now, every time out app needs to authenticate with Zoho I have to go and generate a new
Zoho CRM + SPF + mailer3.zohocrm.com
Hi! Our company is implementing DMARC policies and we are having non-complaints for some Zoho CRM emails, specifically for SPF (attached screenshot) There is a way to fix it? We already set Emails Authentication in Zoho CRM but it seems a couple of them are sent in a different way. Thanks in advance.
Why can't I use Proper or Upper Case on the Billing Province or Billing Code field?
All, Can anyone tell me what I'm doing wrong with the following function? All my other fields change their case properly when I call the workflow for the custom function. However I can't get the Province field or Billing Code field to work. I have al lthe agruments declared properly and I've checked the spelling multiple times. Is it a Zoho glitch? CFLAN = proper(AccountName); CFLBC = proper(BillingCity); CFLBP = lower(BillingProvince); CFLBS = proper(BillingStreet); CFLBS2 = proper(BillingStreet2);
Column Charts in Dashboard not allowing more than 2 Groupings?
Having an issue where I want to use a Normal Stack Column Chart to track three different things - however you can only add ONE additional Grouping for a total of TWO (even though the sample picture seems to show THREE.) Am I missing something here?
Manually unsubscribe contacts from mass emails
Hello, I cant seem to see a box that i can tick in a contact who has requested no to receive mass emails ? Where is it. i just need to be able unsubscribe one person at a time as and when they ask me. Thanks
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