How to add productline for new invoice in crm with mailparser
I use mailparser and want to create new invoices in crm from a .csv file. The file contents Clientname, date, product etc.How i can add or select by Api a product line item from the popupscreen? When i use prod-description or prod-code i get: API Response body {"data":[{"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"Product_Details"},"message":"invalid data","status":"error"}]} Where to start, need help.
Zoho CRM to send Lead Magnet Emails (free guides/e-books, etc).
Here's what I would like to do. In my lead module, I want to create a series of checkboxes for various lead magnets I offer. The lead magnets are in the form of PDF guides and E-Books. I will then create a contact form on my Wordpress site (using a third party form. connected to Zoho; I will not be using the Zoho form). The form will check the corresponding boxes that corresponds to the lead magnets ("My Free E-Book" and "My Awesome Selling Guide"). When the user fills out the form, a lead will
Outlook Office 365 Integration
I have just activated Office 365 integration. I can see in my Outlook, emails sent from Zoho and also events in my calendar. In the opposite direction it does not work. I mean, I can´t see in Zoho CRM what i do in Outlook (sent emails and calendar). I'd appreciate any help, Thanks in advance.
Can I deliver whatsapp mass message with Zoho CRM
I would like to send out whatsapp mass message by the segmentation of Zoho CRM. Any integration for Hong Kong people?
Follow-up emails tracking
Hi Zoho team, We have some trouble for tracking follow-up emails with CRM. For the first campaign, everything seems to run correctly. But for the follow-up emails campaign, any opened or clicked email is not display in the reporting dashboard. Do you know what is the issue (cf. screenshot? Thanks a lot. Romain
Zoho Survey results-CRM.
Hello Zoho community, I've started using Zoho CRM recently and now I'm using the Zoho Survey as well. I know that results from the surveys are automatically updated in Zoho CRM alongside each individual's contact details who have completed the survey. However, is it possible the results/reports from the survey to appear alongside more than one individual contact in Zoho CRM? For example if I create a 360° survey, I would like the results from the survey to be updated in the Zoho CRM contact who
Delays on Send/Receive causing duplicates on IMAP
I seem to be getting delays on my users send receive using Outlook 2016. Which seems to be causing duplicate emails to be created. Example: Item comes to Inbox, rule sorts email to a folder, or it gets deleted. Another email shows up in the Inbox 1-5 minutes later. This could be repeated a few times. We noticed this issue starting around 2pm Central Time July 23th 2019.
CRM Formula
Hi i can't understand the mecanisme of the formula i want the result in my field ${Products.TPS-Com} caclulate from ${Products.Taxe commission} *5% somebody can help me
When i am loging in i am redirecting to crm.zoho.in
When i am loging in i am redirecting to crm.zoho.in but i want to make it crm.zoho.com to connect my website lead magnet plugin with the crm.. please tell me how to make this change. Thanks
Tracking Customer emails on Outlook through Zoho
Hi there, I have integrated my Microsoft email to Zoho and correctly so, Zoho now displays my email logs and conversations into assigned contacts. However, when going into colleagues accounts, I can not see emails that should be tracked. How do I ensure all emails are displayed on Zoho?
Is there a way to attach a specific email to a specific task?
Under open activities is it possible for someone to attach a specific email to an open task?
Community Digest - September 2019
Product announcements BCC dropbox email email address format will be revised Call leads and contacts via RingCentral Lead nurturing made easier with email marketing automation workflows Empower your sales reps to sell with Zoho CRM - now with iOS 13 experience Zoho User Group Meetups Our final leg of meetups for the year are ongoing and registrations are still open. In this series of meetups, we are delving into common challenges faced by sales administrators and discussing solutions.
Variables to sum
Hey there, I have a question about templates and variables I have a customized module which purpose is make some arithmetic operation with some product variables like quantity per unit price ( this operation is by row), at the end I want to make a sum of every row and save it in a new variable to show it in a inventory template. I hope someone can help me, please :(
How to link contact records and create a history of interactions
Hi we are very new to zoho crm and are trying to set it up to fit our business better. This would be for a spa type of service where customers come and get treatments or spa services. We are not sure if it is best to use events or tasks or deals to create this, but this is what we are trying to do: #1 Create contacts that can be filtered by a custom field (For example: clients, therapists, organizations etc) (This has been done already) #2 Log each customer as a contact, and each time that contact
java.lang.ClassNotFoundException: com.zoho.oauth.clientapp.ZohoOAuthFilePersistence
I am attempting to impliment the Java SDK. I have added all dependencies to my package using maven. I have configured ZCRMRestClient to use FilePersistence. When I attempted to obtain Auth Tokens using ZCRMRestClient.initialize(GeneralSettings.ZOHO_CONFIG); I get the following error: com.zoho.oauth.common.ZohoOAuthException Caused by : java.lang.ClassNotFoundException: com.zoho.oauth.clientapp.ZohoOAuthFilePersistence I understand the error, it can't find the ZohoOAuthFilePersistence class. But I
Create a Sales Order via Related List Button
Currently within the Deals module we have a button associated with the Products related list for creating a Quote. I am attempting to add a second button to create a Sales Order by modifying the custom function for the Quote button. The button opens the Sales Order module however, nothing populates the page and the ZOHO CRM in the of the page appears to loading. I am adding the Quote script that is working perfectly and the modified script. Can someone point out my issues? Thanks in advance. Quote
Dashboards is Not Reading CRM Info Properly
Is anyone else having an issue with the Dashboards module not reading the data properly...I run the same information in Reports, and it will read accurately, but when I create the same report in in Dashboards the information it shows is completely inaccurate. But if I create a Chart in Dashboards, and have it pull from a Report instead...then it's accurate. Anyone else having these issues?
How do I format a spreadsheet for easy import of advertiser leads to CRM?
Is there a template I can open in excel for easy uploading of an excel file to the CRM? I want to upload a large number of advertiser fields and can't figure out how to format the document so that Zoho can import it. I exported an excel file of a few pre-existing leads so I could use that format. We have many data fields, but only 10 are required for a lead to be saved. I filled out information for the required fields and left the optional fields blank. When I selected the file on the upload page
Products reports.
Hi, I have been trying to export our best selling products by number of quotes and revenues and I couldn't. If someone can help me, I would be grateful ! Thanks,
ZOHO applied to a Network Marketing Business (Multilevel Marketing)
I own a Network Marketing business (MLM). Is it possible to use ZOHO for this type of business. My target market are individuals not companies. I would appreciate any input on this matter. I can see how it might be used but I have difficulty distinguishing the difference between Leads - Accounts - Contacts for this application. Thanks! Tom
Custom Persistence Handler Class for Zoho CRM PHP SDK
I'm working on integrating PHP SDK for Zoho CRM and building custom persistence_handler_class outside vendor dir. I had to insert: else{ require_once realpath(self::$configProperties[ZohoOAuthConstants::PERSISTENCE_HANDLER_CLASS]); $str=basename(self::$configProperties[ZohoOAuthConstants::PERSISTENCE_HANDLER_CLASS],".php"); $str = "My\Namespace\Dir\\" . $str; <<< ----- THIS CODE ------------------------ return new $str(); } inside "vendor\zohocrm\php-sdk\src\oauth\ZohoOAuth.php"
HTML Editor deletes and modifies HTML code when pasting HTML code in Email template
This is a major issue, and there's nothing I can do about it. Please have this code, for example, pasted inside the HTML editor of a new template, and upon saving revisit the HTML editor and notice that there is no code there. <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html> <head> <meta charset="UTF-8"> <meta content="width=device-width, initial-scale=1" name="viewport"> <meta name="x-apple-disable-message-reformatting">
Task/Event Notification Email
when create a task or event, you can tick the box of Send Notification Email. but no matter when the task is due, you will receive the notification email immediately. is there anyway that we can edit the setting of when sending the notification email?
Creation of Code for Self-Client is down
Hi, there is currently something broken with the creation of self-clients in the developer console of Zoho. When I click on "Show code" nothing happens. I looked in the developer console of Chrome and found that the POST Request to https://accounts.zoho.com/oauth/v2/self/token/generate is throwing a 400 status every time I click on the button. Please fix!!
how to clear the value of a field
Hello all I have this function that moves data from one field to the next. After the three values move from field to field, I want to clear out the values of the original field or put a standard text in them like the word "none" For example, when my api sends the value to the Last_call_status, PB_source, and Previous_Phoneburner_notes field in my contact module and the function below moves it the respective fields. I want to clearout the values in the Last_call_status, PB_source, and Previous_Phoneburner_notes
Workflow Automation with Zoho Surveys Integration
I have a zoho survey that we want to send automated email responses to the people who fill them out. The survey has check boxes with 7 options. I set up automations for each selection so that the user will get an email response with a promo code based on which selection they chose. I run into problems, and so did support and onboarding team when we try to make automations for 2 or more selections. If a user selects 2 of the options they should get a seperate email entirely but when I input the
Zoho C# CRM SDK missing duplicate_check_fields
The ZCRMSDK for C# is missing the optional post for duplicate_check_fields on Upserts (UpsertRecords). In the documentation (https://www.zoho.com/crm/developer/docs/api/upsert-records.html) it mentions the use of the duplicate_check_fields, however neither the example in C# on that page nor the SDK supports that.
Next Contact Date
How do i modify the lead List View to only shows leads specific to the current date? If I work with a lead and select a date in the future to go back to that lead, I do not want it to show up in the current days list view.
Im using zoho php sdk with a custom token persistence class but it always tells me class not found
Followed the instructions here https://www.zoho.com/crm/developer/docs/php-sdk/token-persistence.html#custom However even if the class does exist, i always get an error from ZohoOAuth.php line 141 `Class 'CustomPersistence' not found` This is weird because it pases the require_once statement in line 139.
Privileges to associate/dissociate a product from an Account
Hi, The privilege that I have for a given group/role in my CRM have: - edit, view, create for accounts and same products Still, they can't dissociate a product from an Account (see enclosed the error)
How to connect MailGun and Zoho CRM in order to push the opens/clicks into the touchpoint score ?
Hello ! I'm new at Zoho CRM, and am currently exploring the scoring options. I'm using MailGun to shoot email campaigns, and I'd like to synchronize the opens and the clicks (in MailGun), with the touchpoint score in Zoho. Did someone manage to do that ? I explored Zapier, but it doesn't look very helpful regarding this issue. Thank you for your help ! Best, Héloïse
Zoho Crm for Insurance Broker/Agency
Is anyone in either UK or NYC using Zoho Crm as a system to capture leads for insurance policies or even set up Zoho and add ons to run an effective organisation, without the need to rely on the major insurance broking software providers. I am a boutique general insurance agency in UK and am looking for a system to help me concentrate on new clients/policies
Receiving Sales Signal in an email alet
Sales Signal is nice - when I click on it, i can see the latest interactions. BUT - what I really need is an email notification when something happens so that I can IMMEDIATELY act on it. For example, if someone clicks on an email, give him a call. Now. Is there any way to enable such a notification?
Button Convert Custom Module
Please could someone help me with this error is this function. I have a custom module of autonomous leads, I created a button that converts this autonomous lead to potential lead, but it is giving this error, how can I adjust this function or the error.
When ZIA Enrichment will finally come to EU?
Dear Zoho Corp, we're looking forward to see ZIA Enrichment coming to Zoho CRM in EU! We think the delay may be due to privacy issues or the lack of databases. For the second, we recommend Atoka's one. Please keep us updated on the ZIA Enrichment ETA.
How to calculate current age?
I have records that include a date field for "birthdate." Using the formula field, how can I calculate the person's current age in years? My efforts to work with the function editor have been unsuccessful. (This might be good to have as a stored function, developers!) Thanks in advance! Taylor S. Client Service Manager
Formula AGED Date
I need to create a formula that gives me a potentials aging. Today's date from Created Date Equals # days AGED (not minutes) Tried different formulas with no success any advice?
Date Formulas
Hi All I am trying to install an automated field for a module with the following parameters: Our standard business hours are 08:30 to 17:30 (9 hours). We have self imposed SLA deliverable restrictions for different jobs, guaranteeing we will complete an order within X number of business hours. We want a field to be able to look at the Order Created time, the current system time and subtract this figure from the established SLA restriction automatically. This is to show the time remaining before an
Help working with email templates
I'm trying to figure out how I could use a email template to invite leads to a trade show. We go to about a dozen shows a year. The information would be the same except for the Show Name, Booth, Date and Location. I thought I could add those fields into a CRM Campaign and then email leads that way the CRM Campaigns template can only be used for internal email notifications. Creating a new email template for each show is not practical. Changing an existing template isn't the best option either.
remove columns from open tasks on home page
Is there a way I can customize the default "open tasks" view on my home page? There are quite a few columns I don't need to see and are taking up valuable room.... Thanks in advance!
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