LINK MODULES
Good morning Team I created a form that tracks visits to my clients. I would like to insert a field in the form that calls for another form. How can I do?
Lead/Contact Capture/Tracking from Events (and ROI by tying to deals)
Looking for instructions or a recommended best practice - We are attempting to track the ROI of our various marketing activities within Zoho, but struggling to do so. Background: The customers who buy our products often engage with us multiple times. Examples include: Visit our Website Meet with a salesman Attend a trade show/conference Attend a roadshow/demo event On the lead/contact form, we can trace back to their original contact method/event (source), but we are struggling to figure out
Deduplicate Leads against Accounts?
I know how to deduplicate leads and accounts separately, but is there a way to deduplicate them against each other? Over the years, we have lots of leads that were not converted to accounts, but were instead added as new accounts. So now, I'm trying to clean up our database and am stumped on how to do this, so we don't have people calling on leads that are already accounts. Thanks!
Change Blueprint Stage for related records
Goal: When record A in Blueprint moves to stage "Green" change stage to "Red" for other Blueprint records where AccountID matches AccountID of record A. From other recent posts *think* this is possible using BLUEPRINT API in a workflow custom function. Any tips on how to make this happen?
Wrong Calculation in Quote
Hi, we are having a major problem trying to set a Quote Template. The Subtotals (Items and Taxes) are incorrect: - Subtotal Items is exactly the same as Grand Total. - Subtotal Taxes always inform $0,00 (The Item is taxeable and the tax value is 10,5%) Pseudo Quote Example: Item Qty U.Price Total Product1 2 15,900 31,800 Product2 1 9,800 9,800
Unable To Sign In To MS Word
Hi, I have been experiencing problems with signing in to MS Word. I enter my email address and password, it takes a few seconds and then nothing happens apart from a new Active Authtokens starts up. Normally I would have the ability to select a template and then contact on the left. Tried this on a second computer with the same result. Would appreciate getting this sorted with some urgency as I have a large number of quotations building up to complete. Thanks for your help. Chris
Discounted Unit Price (Quote Template)
I run a wholesale business where my products all have a Recommended Retail Price, and then depending on who I am addressing the quote to, i.e. dealers or end user customers, different discounts are applied from this RRP to give them their Discounted Purchase Price. However, when dealing with multiple quantities of the same item, currently I can only find a way to show the 'LIST PRICE', which is my RRP, and the 'TOTAL DISCOUNTED PRICE' which is for the quantity of items being quoted. I would like
PHP Sdk returns "invalid query formed" when searching value with special characters
Hi I'm using searchRecordsByCriteria in v2 api. When I search record by a value with special characters the api returns "invalid query formed". How do I handle this. What should I do with the search value for the API to accept it? Regards!
Invalid Ticket ID
We are trying to post a lead into our account. We have created an authtoken and are using the following posting URL, but we get an "Invalid Ticket ID" error every time. https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=MYAUTHTOKEN&scope=crmapi&xmlData=<Leads><row no="1"><FL val="Lead Source">My Source</FL><FL val="Company">My Company</FL><FL val="First Name">First</FL><FL val="Last Name">Last</FL><FL val="Email">email@mail.com</FL><FL val="Phone">555555555</FL></row></Leads>
Not able ro get lead data
Hi i want to get the zoho lead by using https://www.zohoapis.com/crm/v2/Leads by generating the accesstoken but i got the respnse as { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL", "status": "error" } please help
Linking two modules within CRM.
I work for a digital marketing agency. Right now, whenever we convert a lead into a contact, it will put that lead into the "Accounts" module. What we want, is that whenever we select a project as "Active" under the "Rating" field in the "Accounts" module, that a corresponding record will created in our custom module, "Current Accounts". The idea is that the "Current Accounts" module will contain ONLY our active clients, all based upon whether or not the "Rating" field under "Accounts" is marked
Zoho CRM Plug-in for Outlook gets disabled (Application add-ins)
In Microsoft Outlook, the Zoho CRM plug-in for outlook will work while the application is open. Once it is closed and reopened, however, it gets disabled on the load at startup. This breaks the integration for the user. I have the add-in tagged as 'always enable' but the disconnect keeps happening during the start up behavior. Any ideas about how to fix this issue would be great!
Synching from Zoho Calendar to Outlook Calendar
I want to make sure I understand the Zoho-Outlook calendar synching process correctly. The Outlook plug-in settings are shown in the attachment Capture.JPG. The box to automatically sync changes in Outlook calendars to Zoho is checked Note: In addition to the Zoho category, which is checked, there is also an Added to Zoho category that is also checked If an Event categorized as Zoho is created in Outlook, that Event will automatically sync to the Zoho calendar If an Event is created in the Zoho
Outlook Plugin Issue
My client has installed the Outlook Plugin Version 2010, 2013 & 2016 32-bit with their Z-CRM Plus. A couple of users are complaining that their Outlook is displaying a spinning wheel in the right side (Zoho integration), then eventually freezing their Outlook all together. Is anyone else experiencing this? If so, how did you resolve the issue? I might also want to add that their Windows and Office are hosted. Thanks in advance for any feedback.
Save Invoice-Template in Invoice itself
Hi, I have the following problem: we have three different types of invoices. Each type gets rendered differently, so we have THREE invoice templates. Now, when we save an invoice, I'd like to be able to save in the invoice as well, WHICH template it should use when it gets printed... How should I solve this problem? Cheers
Workflows between Contacts & Deals module
Hello, To begin, we have renamed the Contacts module to Clients and the Deals module to jobs. We are implementing a external asset tracking system with barcoding and Zoho and we wanted it to be able to update the Jobs module via Zapier, but we can no longer update a module entry (ugh.) But we can trigger an update to the Clients module! However, it won't allow me to create a field update in a workflow when starting with clients in Jobs...only Accounts and Vendors. Can I custom function help
Created_Time question
I'm a bit confused'bout something while using the Rest api. When querying Deals (Module), part of the json properties returned is something thus "Created_Time": "2019-03-01T08:19:10-08:00", What I'm not clear about is ..is this date above GMT but the data was created from a timezone that's 8hrs behind GMT or is this date/time 8hrs behind GMT? thanx
GDPR: A year down the line
It's been a little over a year since the GDPR (General Data Protection Regulation) was enforced across the European Union. It aimed to give more control to the residents of the EU over their personal data and hold companies accountable over how their customers' data is being used. The numbers don't lie, it has been effective in increasing awareness amongst customers as well as making companies more conscious about respecting their customers' privacy. Over the duration of the year the regulation
want to create a quote from deal based on criterias
Hello, we are selling residential properties. I want to populate a quote from deals based on 2 or 3 criterias (number of rooms, project, state). is there a way to do it ? regards,
Search API not working - throwing 204 Error
I'm using Python SDK to search on Contacts Module module_ins = ZCRMModule.get_instance('Contacts') search_result = module_ins.search_records_by_email(self.email) record_ins_arr = search_result.data it was working but suddenly it's throwing 204 Response error_content: INVALID_DATA-The given id seems to be invalid.. Error Details::None Access token is working fine Scopes are: ZohoCRM.modules.all,ZohoSearch.securesearch.READ,Aaaserver.profile.Read What is the problem here??
Zoho CRM Update/Delete the Invoice's LineItem/Product Details
Hi Zoho Team, How do I update/delete the line items/Product details of an invoice. I'm using this sdk below: https://help.zoho.com/portal/kb/zoho-crm/developer-guide/server-side-sdks/php-sdk I'm only able to create an invoice and add line item to it, once I save it the line item is also saved, this is working correctly. But the problem is when I want to update/delete the added line item of an invoice, I cant find a way to do it in the documentation of the php API sdk. I tried to dig in the sdk itself
Potential id
I know that potential id's exist because I can see them when I use sheet view, but I cannot get them to represent in views or reports... help?!
"Call" Module - wish it was more customizable
For instance, we don't really care about duration and when you are adding a call you have to choose "call details" before you can choose inbound/outbound, so i would think it should be above it
Unable to import deals with Closing Date
Hi, I am trying to import some deal rows from an excel file. It asks me for a Closing Date column and I have two problems - 1) Even though I have populated this column on my excel with a date, the import keeps rejecting them (skipped) and the error reason is that the column value is being picked up as empty 2) I actually in the first place don't want to enter dates for this column for all rows since not all my rows are closed yet - but it seems that column cannot be empty Can someone please help.
Create a deal for a lead
I need help. I know I can create a Deal for a Contact but can I create a Deal for a Lead (before converting to a Contact)? Also is there a way to automatically add the Quote created in a Lead record to a Contact record during the conversion of a Lead to a Contact? I really need help with these questions. Thank you for your help!
date zoho crm
An extra day is required in the current data field. Example: There is data field A format "day / month / year and 1 data field B" day / month / year "but plus 1 day from data of field a
How do I make someone a Super Admin on Zoho CRM?
Hi Guys Okay so i had Zoho setup on my personal domain (domain-a). Then started a new business and loaded a new domain (domain-b). I created a alias on my original email account and created a new user for my colleague. So i had a CRM setup on my original account, but needed a CRM for domain-b, so deleted the crm on domain-a, but still couldnt setup a crm using the alias i created on my email from domain-a. I used the email i setup for my colleague to create the CRM and invited myself using my
Assigning user with specific owner
Hi, I'm stuck, please help ;-); I have a module : - Name : Sociétés - API Name : Accounts and two fields : - Owner ( as owner field) - C.S.C. (as user field) I would like to assign specific C.S.C. when specific owner is designated. Example : Mike is the owner so Julia and Remi are C.S.C. and if Edouard is the owner Marianne and Audrey are the C.S.C. I think I have to use if function and get function, but I don't know how to aggregate this function. Thanks a lot for your help !
I cannot edit the name on an account, and I am super admin
I never restricted permissions, and I should be able just to click on any field and edit it. Why is this so hard?
Get Lead of Approvals with ZOHO Creator
Hello! I am trying to get a Lead of Approval List but this code returns null. What am I doing wrong? data = {"module":"Approvals","id":id}; result = zoho.crm.invokeConnector("crm.get", data); info result;
For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing ...
Recently (within the past week) we began to run into problems using code that accesses the ZOHO API. We are getting the following error: "For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing property on XmlReaderSettings to Parse and pass the settings into XmlReader.Create method." Any help would be greatly appreciated. Brian
CRM API Returning error The remote name could not be resolved: 'workspace-zoho.csez.zohocorpin.com
Hi, hope someone can help. I am just getting started with the CRM API. I have managed to get the tokens set up for Oauth and this seems to be working fine. However whenever I try and get some information back from the API I get the error : {"The remote name could not be resolved: 'workspace-zoho.csez.zohocorpin.com'"} In my app.config file (Vb.Net) I have the iamUrl set as https://accounts.zoho.com/ and the apiBaseURL set tohttps://www.zohoapis.com/ so not sure where this is coming from? Hope you
Search Records in custom function with boolean field type
I have a boolean field within a custom module. and i want to select records on the field if its true or not. Tried the below code yBList = zoho.crm.searchRecords("CustomModule1","(fieldTest:equals:false)"); for each yb in yBList { info yb; } With the above code, i get an error as Error at line number: 1 Missing return statement: Provide STRING expression to return Can any one tell me what am i missing in the above given sample method? Thanks, Pavan
No last name for leads
I understand that last name is a required field for Leads. In cases where there is no last name, what is best practice for a placeholder? Options we are considering (not including quote marks): "Unknown" "NA" "Pending" "Last Name" "-" (dash symbol) In your opinion are any of these better or worse than others? Any risks or downsides to choosing any of these. Once we decide we want to commit to naming all our blank last names with that choice.
I need a Report that shows how many deals passed through a stage
Hi all, I am in need of a report that shows how many deals were ever in a stage. I need to see how many deals were in each stage over the course of a 2 week period. For Example, i have 5 stages: Qualification, Application, Shop, Contracts, and Fund. Say I have 100 leads that are converted to deals, and i need to show how what percentage of all deals converted my salesperson was able to get an application on, and also show what percentage of all deals converted they requested contracts on. I need
Managing company's internal records
We are digital marketing and digital product development company managing IT assets with custom module. For example, we have a module named "Servers" which we use to manage (only have details of the instance and not the actual management of servers) our customer's AWS cloud resources (EC2 instances). It's all good when the server belongs to one of our customers. We also have internal resources like servers we use for production, testing, development, proof of concepts, etc. What would be the best
Lead owners view only their own leads
How can I segregate leads so only lead owners see their own leads?
Contact ID Number appearing? How to Stop?
Hello one of our users is having an issue with the zoho user id number appearing in the feeds can you please assist us with how to fix this issue? Screen shot attached.
Cannot Delete Pick List Option
I cannot remove options from the pick list. When I try to click the delete button (highlighted in the image) nothing happens. There is no error message or any sort of response. I am on the free version, but wasn't sure if this was a limitation of the free version or something I am doing wrong. I can add options using the "Add Options in Bulk," but cannot delete them.
Keep functionality of conditional fields through api inserts
Good evening! A customer of us uses conditional fields for his crm layouts. When inserting data through the rest api, those fields do not work anymore. Even if the input is changed through the web ui, the logic behind those fields isn't triggered. Is there a way to keep this functionality? Regards, Marco
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