How to properly sort contacts by date of birth
I want to sort out my contacts by their date of birth - this month. When I apply this filter, it gives me zero result because it sorts our according to real time and real year -- for example if I apply "this month" filter January 2020, then it only gives me contacts who born in January 2020, which is none....... How can I solve this problem and sort properly?
Sent email status not changing to 'opened'
The emails that i'm sending through the sales orders tab of the ZOHO CRM are not being updated to 'opened' within the status column, i know they've been opened because I've sent a few tests, any reason why?
Zoho Technology Partner
Hello. I am a developer of an application (Google Spreadsheets add-on) connecting Zoho CRM to the client's spreadsheet, and I am trying to become a Zoho Technology Partner. I've twice filled a partner application - about 3 weeks ago and a week ago, however, I have not received any response. Can somebody help me to contact a real person in Zoho who is responsible for the partner program? Thank you.
Relational Contact Views based on related Account Data
Hello List We gather leads withh all information about the company as; e.g. Type, Industry, Region, Relationship and Rating, which are stored, copied to account upon qualification. No need to have these values managed in every contact linked to an account.
ZOHO API USING CURL IN PHP NOT RESPONSE
HI, I am try to insert record in lead by using zoho API with CURL functionality but always i am getting "false" response. When i use this same code to my another web server then record will added successfully in my zoho lead. Please help me. REGARDS, Uttareshwar
Reassign a Lead to another random owner after specific time.
Hello Everyone. I setup a webform that assign the lead to a specific set of user in that area. This is a basic functionality of ZOHO CRM, in lead assignment. What i need is to setup an automation like: If the lead as not been modified in the first 24 hours (it means the current owner didn't call the lead yet) then reassign to another owner. The new owner can not be the current one. Is there any way i can implement in zoho crm? Thanks
How to remove a inexistant Creator App view and setting a default view in CRM
Hi, I created a Creator app I want to integrate into the CRM. During the integration process, you can select which views can be shared. HOwever (see screenshot), the View 1 doesn't exist in the Creator App. When I share it, there is any error when a user access the module, the view can't be found. How can I remove the View 1 from CRM ? I try to set the View 2 as default view, But how I can do that?
Migrating V1 APIs configured in Webhook
When you have configured Zoho CRM's V1 APIs—insertRecords and updateRecords (to handle data transfer from one CRM organization to another) as webhook in Automation Rules, you will face difficulties during V2 migration (since V1 APIs use auth token, and V2 APIs use OAuth). You can handle this in two ways: Custom function Zoho Flow 1. Custom Function Users with Enterprise, Zoho One, CRM Plus, and Ultimate editions can opt for this solution. Create a custom function and convert it into a REST API function.
What's the best way to handle an upgrade or downgrade of an existing client deal?
We frequently have deals that have closed where at a later date we incrementally add additional service to the same deal or remove/downgrade an existing deal. If we add a new deal for the difference, it really starts to make it kind of messy. If we upgrade the deal, we dont want to change the original close date but would like to reflect the new incremental revenue or downgrade. What's the best way to handle these changes.
Revenue Field question
In my business, I need to be able to include the sell price and the revenue in the DEAL section. They are not the same number because our company's revenue is the sell price MINUS payment to vendors for equipment and labor. What we earn from that deal is different from the sell price (less), but we want both figures to be included in the Deal information. We also don't like the whole percentage of amount component, it makes no sense for us. Once a deal is made there is only 100%, not incremental
Using Python SDK to mass-update records.
What I have in mind to do is in theory really straightforward, only Zoho APIs have historically proven difficult to navigate for me. So we have a custom module that stores a numeric value in 2 different formats. One format starts with "123XXXXX". The other format starts with "456XXXXX". What I'm trying to do is to fetch all the records that start with "123", and replace only these 3 digits at the start with "456". That's it. I think it might be possible to also do this in Deluge, although I'm much
NO invitation email with the access link was sent to the user.
At URL https://crm.zoho.com/crm/org704695005/settings/users/4332047000000246417 I select user Alex Delacruz and click Reinvite. I get confirmation: Invitation has been sent. But at Alex's email NO invitation email with the access link was sent to the user.
User Rights needed to create a BluePrint
Hi everyone, Can only the CEO create a Blueprint or also someone with administrator user rights? I am a Administrator user but can only create automation rules but not a Blueprint - I need to implement one that I created for my boss. Please help Thank you Paul Thank you
Update Field Date and Time when Another Field is modified
I'm trying to use the Formula Function to add the Date and Time another field gets modifed. Anyone know the proper Syntax to make this work?
Related Emails in Zoho CRM iOS app (v3.4)
Dear Customers, We are happy to announce that the much asked for 'Related emails' is now made available in the latest version of the Zoho CRM iOS app (v3.4) in the Appstore. With 'related emails' you can now keep track of customer emails within records and stay on top of all interactions. You can also send out contextual emails to your customers right from the app. Please update to the latest version of the CRM app directly from the Appstore or from the link given below:- https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810
colours of the bar chart
Hi, Does anybody know if it is possible to customize the colours of the bar chart on your dashboard? Thanks, Robby
CRM Contacts Export then Clean Import
Hello! I would like to: A) Export contacts found in the CRM module B) as CSV, C) clean-up the fields (add info to empty fields, correct info in wrong fields) D) delete outdated contacts E) import the cleaned data back into Zoho CRM Questions: 1. Is there a "best practices" description anywhere? 2. Is it best to Export from Zoho CRM Contacts or the (stand-alone) Contacts module? How does the content of these two modules differ, if any? 3. Because there is a unique Contact ID for each contact, will
legacy api token
Is there any way to generate legacy api token or obtain access token by using password grant type?
How to differentiate between Calls created by mobile app vs manually by user?
Using the API (or any other method), is there any way to find out whether a Call has been automatically created by the Zoho CRM mobile app, or whether it has been manually created by the user? I tried using fetching a Call record via the API and here is what I got. No field in the response JSON looks like it identifies whether the record has been created manually or via the mobile app. If this is not directly possible, what is the best possible workaround to achieve this? { "Call_Duration": "00:00",
How to handle a company who change its name
HI, I'm trying to figure out a solution where one of our client changed it's name and email domain. For now, we have 2 entries for the former and new entity. and add a note on both, about the name change. We did this primarily because we still have open orders with the former. Is there a way we could merge the 2 entity and keep the mail with the 2 domains ? Or is there a "best practice" for this case ?
Account Import with Bill to and Ship to information
Super basic question, as we are just implementing Zoho CRM. Does anyone have best practices on how to load Account information from an ERP system based on Bill To and Ship To numbers? We are having difficulty with the Account/Parent relationship and the fact that our ERP system uses the same name for most Bill To and Ship To accounts all with the same numbers. All of the Ship To numbers have different addresses as well. Here is an example of the data: Bill To Ship To Account Name 169301
I cant register my application
on this url : https://accounts.zoho.com/developerconsole i get a 400 error after submit with theses settings : client name: Calimed sante client domain : www.calimed-sante.fr redirect url : https://www.calimed-sante.fr client type : web based error message : Une erreur s’est produite. Veuillez réessayer ultérieurement.
Failed to connect to MySQL: (1045) Access denied for user 'root'@'localhost' (using password: NO)
can you help me here i have site and i am using one form to take customer data and send to the zoho via API v1 but now i want to upgrade to the API v2 so i followed by php SDK and i follow this url to create user https://www.zoho.com/crm/developer/docs/php-sdk/organization-sample.html?src=create_user and i used this below code <?php include 'zoho-sdk/vendor/autoload.php'; use zcrmsdk\crm\setup\restclient\ZCRMRestClient; use zcrmsdk\crm\setup\users\ZCRMProfile; use zcrmsdk\crm\setup\users\ZCRMRole;
CAN AN ACCOUNT BE ASSOCIATED WITH A CUSTOM RELATED RECORD
I have a custom module which i want to link it with Accounts or Contacts using API. However, dev docs stated that only some module relations are supported by update record API: Campaigns - to - Leads, Contacts Products - to - Leads, Accounts, Contacts, Potentials, Price Books Is there anyway i can achieve this using supplied APIs? Please help.
Any issues with renaming/re-purposing default modules?
I want to configure a CRM for use as a real estate agent. I want to keep the four main sales modules (Contacts, Leads, Deals, and Accounts), but rename and re-use them in accordance with real estate scena Leads would still be leads and contacts would still be contacts. I would change Deals to Prospects and Accounts to Deals. The idea being that "Accounts" (as Zoho calls it; I would re-name this to "Deals) would be contracts that we have signed with sellers to list their houses, or sellers that we
Related list - Email Template
Dear all, how are you? Is it possible to create an email template containing the list of related records? Appreciate your help. PVU
Handling Multiple Accounts with one Potential
This is all i do, so in essence, if Zoho cant handle it its a deal breaker for me. Essentially this is my process Identify Projects to supply our services to (Window installation) via incoming emails, Tender Websites etc. Do the quote to supply and install for said Project Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project I thought i could add several Potentials (create one, clone, change account and contact, repeat for each Account) This works
Community Digest - December 2019
Product announcements: Empower sales reps to sell with Zoho CRM, now with iOS 13 experience Are SPAM records troubling you? Include reCAPTCHA in your webforms with Zoho CRM All new Revamped Tax section is now available in the newer version of the CRM app! Updates in Email and Inventory templates: Cloning across modules, setting default font and more. New customize options in the module builder: Quick create and details view On including reCaptcha in your webforms PartnerSpeak on Zoho CRM Use
Canvas view
After upgrading from free to paid CRM, I no longer see the ability to create canvas view in any module (contacts, leads and accounts)
Problem with Zoho Reporting
This CRM is pretty awesome but i'm not gonna lie, we are looking for alternatives. We spent lots of hours, Months, entire year setting this up to our standards and the Zoho CRM is missing something very important. Like our company we manage 3 sales people. We want to be able to run a report and see how many appointments each sales person ran, How many did they sell compared to other sales people, how many deals they closed or working on closing and how many deals are lost. Also would be nice to
Automatic Phases opportunities?
We want to automate one of the phases of an opportunity and we don't know how to get it. We want that when making the budget from Zoho finance of Crm, the state goes to “budgeted” and that the amount of the budget is added to the amount of the opportunity, how can we do it?
Custom Formula Field. Multiplying a field by a whole number
Hi I am looking to create a simple formula. I would like to multiply a number field by a fixed % I have tried the formula a few different ways. Abs(${Number Field} *.75) and ${Number Field} *.75 and a few others. ${Number Field} *.25 and a few others. If there is a way to take a specific field A and put multiply ( Field B (A*.75) and Field C Multiply Field A *.25) Thank you in advance for your help.
V2 Oauth issues
I created a client id months ago in preparation for the deprecation. The same code yields { "error": "invalid_code" } I'm guessing the refresh token has expired. I plan to use this api on the server side. Why do I need to access the browser to keep my code working? On top of this it doesn't work after generating self-client code. Just does not work.. What is going on here? I've tried in postman and the browser. invalid_code is misleading as it doesn't tell me what the issue really is. Did I
C# SDK GetRecord method - NullReferenceException
I'm trying to retrieve a record from Zoho given its ID. But when this record doesn't exists always I get a NullReferenceException. Is there a way to get a freindly response instead of a NullReferenceException? Something like status: error, message: NotExists, NotFound or something like this. Is there other method to know if a record exists given its id?
Looking for a Zoho CRM Phonebridge integrator for Enswitch (Asterisk) API
We are about 1/2 way done with the code to integrate our Enswitch (Asterisk) VoIP system with ZOHO CRM Phonebridge but our integrator is stuck. We are looking for another experienced PHP programmer/integrator to help us integrate with ZOHO CRM Phonebridge and our API. If you are anyone you know experienced in this please respond to this post. Thank you!
Kaizen #11 - The $Properties in Zoho CRM #API
Hello everyone! Welcome back to yet another post in the Kaizen series! This week, we will discuss the $Properties in Zoho CRM . What will you learn from this post? What are $properties? $properties common to all the modules Module-specific $properties 1. What are the $properties? The $properties represent the derived properties of a record in Zoho CRM. They are not available as fields in Zoho CRM. For instance, $converted —It represents the state of a lead or a quote. If you convert a lead or
Inventory template
Is there a way to send an inventory template by email to a contact? I've looked for videos and answers to this but there are none. Please advise. Thanks Runakshi
Struggling to call a custom function from with a custom function?
I have a few custom functions. Some I need to use repeatedly so separated them with a view to calling them from within other functions. However I cannot find the correct syntax to call the functions? When I try to use the script builder (using Chrome Browser) the details do not get entered at all? - just blank? so I have no guidance on the syntax. So I am trying to just add the syntax in in Free Flow Scripting> Can someone please tell me how I reference a function from within my own CRM? for example
Insert lead in zoho using api v2
I'm using the c# sdk in order to insert a "lead" in Zoho. So far I've been able to generate grant, refresh and access token. My problem is that the c# sdk documentation stop there. How can I insert a lead from the v2 API? This is what I have so far : //Generate from refresh token ZCRMRestClient.Initialize(); ZohoOAuthClient client = ZohoOAuthClient.GetInstance(); string refreshToken = "1000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxx"; string userMailId = "x.x@x.com";
Scheduling a future Follow-up phone call
How do you handle scheduling a follow up call from leads? I am currently logging the call and then I go to events and set a call for a future date. It seems like there would be a more effective way to create a followup call.
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