Issue with downloaded Probability Reports
When I conduct an Excel download of my Deals Proability Reports, which include "amount" and "expected revenue", my amount and revenues are not downloading as "numbers" and as such I have to individually convert each cell to a number in order to run my calculations. Is this a Zoho problem or am I missing something? Thanks.
Calculate Age with D.O.B
Create Custom Field D.O.B Then grab the Formula Field as Age Put the formula as follow Datecomp(Now(),${Contacts.D.O.B})/(60*24*365)
データサービス【2019年11月21日（木）無料セミナー＠東京】 【あと1枠】【日常業務基礎編】 使い始めでくじけないZoho CRMの使い方 ～分からないままになっていないですか？その機能～
いつもありがとうございます。データサービスです。 11月21日の日常業務編のセミナーです。 大変ご好評いただきまして余席があと１つとなっておりますが、 こちらのフォーラムをご覧のユーザー様に是非ご案内したく投稿させていただきました。 是非お待ちしております！ セミナー詳細 お申込み ------------------------------------------------------------------------------------------------------------------------------- 8月に開催したCRMのちょっとした便利機能紹介セミナーを、11月にも開催することになりました。 開催後、 「このセミナー、他の人に紹介したいのですが、もうやらないんでしょうか？」 「8月の会は日程が合わなかったのですが、他の日程は予定してませんか？ といったお声をいただきまして、11月に同一内容のセミナーを開催することになりました。 ありがとうございます。 弊社は、Zoho CRMの導入に関わる中で、これまでに数多くのZohoユーザー様とお話させていただきました。
Converting quotes to sales order
Hello, I have two problems at the moment with converting quotes to sales order: 1. The button 'Convert' which was at the top right corner inside a specific quote, is not there anymore. And even before, when I got into deferent quotes, sometimes I would see it and sometimes not. 2. When I used to see the button, if I would click on in, it declined me due to insufficient permissions, although I have all the permissions I can have. Can you help? Thank you, Natalie
Auto Update Potential Amount
Is it possible to auto update the Potential amount from the Grand total in the Sales order? If so, how can i do this? I was able to set this up from the Quote, but can't seem to fiugre out how to do it from the sales order.
Zoho Twilio Recording - Link Recordings in Different Module
Hi, Right now we have Twilio with recording enabled for both incoming and outgoing calls. The problem is that we can only view the recordings in the contacts module where the caller's information (property owner) is housed. We want to have links to all the recordings in the "Properties" module. Each property is assigned a contact and we would like to have the recordings viewable in the actual property module that the contact is assigned to.
Change text of a button
Hello, is it possible to change the text of a button who appear in a blueprint? It is mark "ENREGISTRER" in French but I would like to replace it by OK, it would be more comprehensible.
Creating a workflow for automated follow up after X days
Dear Zoho Support Forum, I am a Professional plan customer. I am trying to create a workflow which should trigger an email X days (5 in this case) after lead creation in the event that a custom field (Response?) is not selected. It looks like this: The automation / workflowI accidentally deleted the test workflow I tried to create using my own account, and the minimum post-creation time option is 1 day — so I will not know if this will run as expected until tomorrow. I had read that date-based automations
How can I add multiple contacts to a project in Zoho CRM?
We are a consultancy business that manage major projects worldwide. On any project we might have up to 10 key contacts that we deal with. When I add a contact to the CRM, i have added a lookup field that links with the projects module. However, this only allows me to add a contact to one project? We may have a key contact who works with us on various different projects and I need the system to show this information. Is there any way of doing this?
Supporting lead’s language
Is it possible to have a language field in lead’s account. I want to be able to send mass email based on the prefered language of the lead.
Possible to change default potential name when converting?
Hello, I'm wondering if it's possible to change the name of the potential that is inserted when converting a lead. Right now, the potential name defaults to the name of the account. I'm wondering if I couldn't change it to something like... ${Leads.Event Date}-${Leads.City}, ${Leads.State} Not sure if there a place to change it. Thanks in advance for your help.
Email of owner - module ACCOUNTS - CRM
Hi. I ve got small question. With C# SDK, how can read Email For an Owner or createdBy for exemple ? My Simple Code : ZCRMSDK_CRUD.ZCRMModule module = ZCRMSDK_CRUD.ZCRMModule.GetInstance(Monmodule); ZCRMSDK_RESPONSE.APIResponse response = module.GetRecord(ID); ZCRMSDK_CRUD.ZCRMRecord record = (ZCRMSDK_CRUD.ZCRMRecord)response.Data; --> FOR NAME record.Owner.FullName.ToString(); IS OK BUT FOR EMAIL ? Thanks a lot.
How can you keep track of attendance at an event using campaigns?
Would like to be able to keep track of attendees at our events and run reports on this information.
How to access customer information via Postman.
I have created one api, but I want to access all of my customers' information via postman. Please do help me how I should follow a path. Thanks.
Timeline View Out of Order
Hi Team - I am not sure if I am the only one with this issue. My timeline is out of whack or out of order. This started yesterday. I already deleted cache cookies, rebooted my PC. I used Chrome and Firefox and both browsers have out of whack timelines. See attached.
Any redirect function to Convert Contact
Hi, Following my question in the CRM part : https://help.zoho.com/portal/community/topic/checking-valuidity-of-fields-when-converting-leads I'm looking at how I could redirect an action to display the "convert Lead to Contact" page. I didn't find such a redirection yet in the documentation (may be I didn't looked carefuly enough). Is there a function I can use ? Regards
What to do with "Lost" Leads
For those who have leads which ended up not working out, which could be considered lost or dead leads, and one does not want to delete the information, what do you currently do?
How do people get Lists to appear neatly when embeded
Hi Team, I have tried embedding some league tables our of the CRM into a wordpress website, a confluence page in Atlastian and onto a google site and now of them look any good. I have bene told by ZOHO that it is not them and that it is everyone else... But I would only expect that if it was one other location... Can someone please help? Cheers, Kim
Associating additional data when creating a lead programmatically
When creating leads via the record APIs, is it possible to add an attachment? I've got data that can be, say, up to a MB to be associated with a lead. I see that the UI permits attachments, which feel ideal.
CRM creating new leads for existing Contacts due to capitalization in address
Hi, I noticed recently that Zoho CRM is creating new Leads for existing Contacts due to capitalization in the email address. For example; say I have a Contact record for John Smith who I've been emailing for a while now (using BCC Dropbox to save a record to Zoho CRM) at john.smith@company.com. Then, John reaches out to me for something today and, for whatever reason, his email address appears as John.Smith@company.com. I reply and use the BCC Dropbox as usual to "save" a copy of that email in his
Auto fill field from Function field to Currency field
Hello, I am trying to create a rule that when ever the "Total for Tours" field is changed it should the field "Total Tour cost Before VATסהכ כולל מעמ" with the information from the "Total for Tours" field automatically. Can you help me with this? I am attaching screen shots of the field in the leads module and also from the field editing page. Please let me know if this is possible and what it would take to complete. I do not want to have a button to do it I would like the update to happen every
Inbound CRM email like Desk
We have just started to use ZOHO Desk for our ticket management. This works great, we set up email forwarding from our own support email "support@racketware.co.uk" to the ZOHO one "support@racketware.zohodesk.com". And when we send outbound mail that looks like it comes from our own email address too. We would like to do the same with ZOHO CRM. We have set up the organisation email addresses and verified them fine. So we can now send emails that seem to come from "sales@racketware.co.uk". But we
Leads Import
Hi, I managed to import all the leads info into Zoho CRM besides email of the leads. Attached with the excel I used to import.
Sending Email via Zoho Triggers the "Edit" Method for Subscription APIs
Hey all — This has been a massive pain in my neck since moving to the new API and am wondering if this is intended functionality. I have an issue where my server is subscripted to Zoho update events, but when I send out mass email through Zoho, it pings an "Edit" event for every record that the email was sent to. I understand conceptually why because the emails are added to the user records, but ideally I would like for this to not happen because it currently overloads my server with HTTP calls.
Custom Function Deluge Issue - Code Failing When In Approval Process
Hi, I'm wondering if anyone can possibly help me with a problem we're having with Deluge. My developers have coded a custom function which updates the line items in the Sales Order when it is saved, automatically changing prices and adding in required products depending on the Price Book chosen. The issue we're encountering is we are unable to pull Sales Order details using the "getRecordById" function, for Sales Orders which have been rejected during the approval process. Any Sales Orders which
Data Collection form with docusign
Hi I need to introduce a contract that needs a digital signature - I see this is possible with the docusign integration. However I have an additional requirement, I need to collect some data within this contract... so basically I need a webform that the customer completes and then digitally signs. Finally I need to be able to access that data easily in the zoho application - ideally i'd be able to extract as CSV or excel. Thanks for your help and guidance. Pascal
Type of Field
We want to be able to add a field that will allow us to incorporate data as follows: A field that will allow us to list (like a spreadsheet?) multiple items to a particular lead or account. Example We are a non-profit and receive in-kind donations from companies and individuals. We want to be able to list specific items to a record, and sometimes there are multiple items from one company of individual. A Patron donates multiple gift cards for auction at one of our events. We want to be able to list
Help an old Hippie with an easy problem...
Been figuring it out on my own for way too long and want to take a short cut. Can someone who knows better throw me the http call I'd send to update a record and the one to create a new one? I can manage getting a token but don't want to spend hours trying to figure it out the call when the community is so knowledgeable. I'm using PERL and LWAgent. I can construct the URL if I know the format but that's what always gives me anguish.
4835 Unable to parse xml data for some records
I am using ZOHO CRM API insert records for my website . Some records show 4835 error code $xml = '<Leads>'; $xml .= '<row no="1">'; $xml .= '<FL val="Last Name">'.htmlspecialchars($name).'</FL>'; $xml .= '<FL val="Email">'.htmlspecialchars($email).'</FL>'; $xml .= '<FL val="Phone">'.htmlspecialchars($phone).'</FL>'; $xml .= '<FL val="Lead Source">'.htmlspecialchars($traffic_source).'</FL>'; $xml .= '<FL val="Description">'.substr(htmlspecialchars($email_subject.' -'.$email_message),0,32000).'</FL>';
4835Unable to parse XML data
need solution mam . $xml = '<?xml version="1.0" encoding="UTF-8"?><Leads><row no="1">'; foreach ($zoho_field_data as $key => $value) { $xml .= " <FL val= " .$key. ">" .$value. " </FL>"; } $xml .= '</row></Leads>'; $url ="https://crm.zoho.com/crm/private/xml/".$zoho_object."/insertRecords"; $query="authtoken=".$zoho_org_id."&scope=crmapi&newFormat=1&xmlData=".$xml; $ch = curl_init(); /* set url to send post request */ curl_setopt($ch, CURLOPT_URL, $url); /* allow redirects */ curl_setopt($ch, CURLOPT_FOLLOWLOCATION,
Scoring my Data
Hello Is there a way or a proper méthod to score data From Crm ? I Would need to give "points" to some behaviors That could lower or increase in the future and access this score somewhere. Score can be put on contacts and/ or accounts and by product line If not Possible in a ready to use function please give me some advice to get the same outcome by any other way ! Thanks !
Custom View
We different users that are looking at the same Contact data. Some of the data is not pertinent to every user and takes up space on the screen so i'd like to have two or three different custom views that can be toggled to see more or less fields when looking at a Contact. I can't seem to figure out how to do that.... show more or less fields when viewing a contact. Any ideas?
Email Notification with Workflow for Potential Closing Date
Hi All, I am trying to create a workflow rule that will send the potential owner an email when their potential record's closing date is the same as today. This is my flow: @Potentials When This rule will be executed on Closing Date at 08:00 AM Recur: once Condition 1 Stage IS X,Y,Z,A,B,C Instant Actions Email Notifications Email Recipients: Potential - Owner Email Template: Custom made one I created a test potential record with today's
Developing on Developer Sandbox
I have an API script that is working on the Zoho CRM but am looking to port it to the vertical solution. Couple of questions: 1. Documentation for the Vertical Solution seems to point to the v1.0 APIs. Should development for the Vertical Solution be using v1.0 or 2.0 APIs? 2. If 2.0, what scope be used for the generation of the key? I am assuming that this will allow us to access the vertical solution crm instance and not the crm.zoho.com instance? 3. With the vertical solution and with multiple
Auto Fill a field for a module from another module field
I have two modules. Sales Order Job Order Both have a description. Both modules are linked. So the description of the Job Order should mimic that of its assigned Sales Order. When I create a Job Order, I want the description field to not be null but get and display the description of its assigned Sales Order I was tweaking some code of other forums but can't get the right match. I have the list of API's that i need. I just need to be pointed in the right direction of how exactly to configure
Zoho Crm Analytics
I have zoho books linked with zoho crm. In the zoho crm analytics, I made a KPI KPI Metric: Invoices Sum of Balance Due date this year This KPI works Fine BUT when I try to add Criteria Filter: Status is Overdue nothing comes up even though zoho books shows several overdue invoices. Is there no way to have a KPI to show me balance or count of specific invoice status? It would be really helpful to be able to see this is how much is overdue, this is how much is draft, this is how much is open from
Kaizen #3 - Scopes in OAuth2.0 Authorization #API
Hello Everyone! Welcome to another week of Kaizen. We hope you find this series of posts useful. Please share your feedback in the comments section and keep the discussion going. In the last kaizen post, we discussed the OAuth2.0 protocol and Self Client. There are two types of clients in OAuth 2.0—self client and web-based applications. What you will learn from this post? In this post, we are going to explore different facets of "Scopes in OAuth2.0 Authorization" in detail. Towards the end of
Uploading more than 1 file with file upload button
Hi, I have the enterprise edition and I have customized my fields, and added the field "file upload". The issue is I wanted to add more than 1 file. I have to send out yearly, to our customers, a rider which needs to be kept indefinitely. Currently I am adding them into attachments, however they are getting lost in shuffle. I was looking for a way to upload these in 1 area for easy access.
get("id").toLong()
Trying to write a function that searches for a record in a custom module. When it finds that record, I need the record ID, so that I can update it. appid is passed in as an argument. ref = zoho.crm.searchRecords("Referrals", "(Application:equals:"+appid+")"); refid = ref.get("id").toLong(); It is finding the record, but won't extract the id. I get the following error: Failed to execute function 'TEXT' can not be cast to '[BIGINT]' for the function 'get' Line Number:4 I understand that it is because
How does Zoho handle time change??
My company just ran into an issue with time zones and time change. We are on the east coast and our events were off by an hour. Support suggested we change our time zone on personal settings. They also suggested that we would need to manually change this twice a year every time the time changed?? That cannot be right, can it? Anyone have any experience with this? I cannot imagine having 100 users manually change their time inside the CRM twice a year. That sound absurd.
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