Custom Button on view list
Greeting, I added a button on a view list. My goal is to select multiple lines to update the information of each row. My function below works well if I select only 1 row, but do not work anymore if I select multiple row. What should I change to be able to select multiple row ? Thanks. IdsList = POID.toList("|||"); info IdsList; for each IdStr in IdsList { response = zoho.crm.searchRecords("PO_x_veh","(PO_installateur:equals:" + IdStr + ")"); number = 0; planifie = 0; date_depasse = 0; verification
How do I sort by Priority
Hi Team, When I go to sort activities by priority it doesn't make sense. This is the Priority that it sorts by: High Highest Low Lowest Normal This really doesn't help the sales team to effectively and quickly work through their call back lists...
Outlook Plug-in search results not displaying
I've tried loggin out and back in, and ran windows and office updates. When I select "Search and Add Email" and enter valid content in the search bar, it's not displaying my results. It's just a blank box.
if I create a new lead and I not select a "Lead Status" later don't let me change it
I don't not what, but, after that I create a new lead, Zoho don't let me change the lead status, just say"Only Read" and I'm the administrator. Can you help me?
How do I send a custom Report every week or month automatically
Hello, I've been using Zoho CRM for some time, however I need to be able to see which opportunities created haven't been modified in a week, I can't be a babysitter for every salesperson. I already created the custom report, I made various reports that represent the open opportunities for each salesperson I have. The issue I'm having is that I don't find where I can make those reports be sent on a weekly basis to each salesperson and a whole report to me every month, all of this automatically. I
ZOHO Phone Bridge Integration in NEWVOICEMEDIA
Can you please share the procedure to integrate the NewVoiceMedia on "ZOHO" ?
Can I copy an email template in CRM over to Campaigns?
Just the question above, thanks :-)
Generate image from base64 data and attach to notes
Hello, We are capturing signatures through a third-party barcoding app. Within its database we can see the captured signatures generated as images, but we are wondering if we use Zapier to send the base64 information through to Zoho...is a custom function we can use to generate an image of the signature from that data and attach it to the notes? data:image/png;base64,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
Accessing "Developer Edition - Zoho CRM" over CRM API
Hello! Like the title says I want to access the developer edition of the CRM over the API. It that even possible? And if yes, how? The problem is, that I created custom modules and cannot see them when querying the API. I suppose that the CRM API only connects to the production environment. I also could find any specific URLs for the developer edition to access over API, like: production: http://www.zohoapis.eu... developer: https://developer.zohoapis.eu... Thanks in advance!
Accounts not searchable by Description
In Account View, the Filter Accounts By skips the Description Field. Can we search and/or filter Accounts by Description when searching for a specific work withing Account Description? Using Chrome on a Windows 10 PC. Please see attached screen shot. Thank you, Garret
CRM for B2B AND B2C?
Suppose you have a B2B web design business AND a B2C real estate business. How do you manage them with one CRM? I would imagine that it would get very confusing if you tried to use the same modules for both. The best idea I can come up with is to 2 sets of modules: B2B Leads, Contacts, etc and B2C Leads, Contacts, Etc. Anybody else have an idea on how to do this?
Import, Lookup, & Score
I need to import building permits into CRM in a custom module "Raw Permits", which I have created. There are hundreds of these per week, but only 30 or so are relevant. I am attempting to create a scoring method that creates a 5 star rating system so the ideal permits get a 5 and can easily be filtered. Modules I have created: Raw Permits - all the raw data. Permit Types - a list of all the permit types and a ranking from 0 - 5 Zip Codes - a list of all the zip codes in the relevant area with a
Use CRM Variable in webhook URLtoNotify
I have a CRM variable that I use to set the environment specific portion of the URL. This works great in custom functions, but is there a way to use it in a webhook URL to Notify config? I was hoping for something like using values in an email template, ${General.Orchestrate Environment}. Is my only other option to always use a function instead of a webhook? Thanks
Ability to add contact CRM notes from within Desk
It's nice that from within Zoho Desk we can see CRM information by clicking on the CRM icon. We use the Contact Notes field to provide some basic information about the customer. It would be nice if agents from within Desk could add/edit the customer notes without having to leave the ticket and open the CRM. Is there any way to do this? Here's a screenshot showing the contact note displaying within Zoho Desk, but there is not a way to add a new note or edit the existing note:
Purchase Order
We are a reseller. We need to create a Purchase Order to send to our vendor. The PO should show number of units multiplied by our cost per unit. The PO function in Zoho is pulling the selling price. How do I create a PO that shows the cost from the vendor?
Multiple Users and an Event
Hello, I made an event. "Employee 1" is host. Went to the event > Participants > add > user and added/invited "Employee 2". The events now show up on Employee 2's google calendar, but he doesn't show up under invited/going/maybe. It doesn't register in his "events" on zoho - though it does show up on the calendar b/c its on his google calendar. We have teams who work together - it would be nice if they could both be attached (or activity owner) to an event (to be honest the same would be true
Cant refresh token
Hello! I am a developer and am trying to translate my application to API v2, but there are a number of problems: 1. I cannot update the token, send a request of the form https://www.zohoapis.eu/oauth/v2/token?refresh_token=1000.ce9b514a537b624cb6801c851e9c04db.c7ec7f126a6fc49d60e76ca66003e05a&client_id={myClientId}&client_secret={mySecret}&grant_type=refresh_token , but the server simply does not respond. 2. Refresh token comes to me only once when a user adds my application. I can’t get this token
Workflows on encrypted fields
I want to workflow that checks whether my bank details fields (which are encryted) are empty or not. Unfortunately, encrypted fields don't seem to appear in workflow rules. I can understand not wanting workflows based on underlying values of an encrypted field, but seems a bit strange to stop verifying whether empty. Has anyone got any ideas on a way to get around this? Is this a feature that anyone else would find useful?
Updating a Task w/Workflow Rules trigger via a Custom Function
I have a function that is trigger by a workflow rule responding to an create/edit of an event. If the event meet the specified criteria, a specific task belonging to the same contact needs to be updated as being completed. When the task is completed manually, a workflow rule is triggered that performs additional actions. I understand that in Zoho CRM, an update to an entity from a workflow rule action does not trigger the workflow rule on the entity that was updated. I've read here in the community
Zoho PhoneBridge and Asterisk 11
Please let me know does PhoneBridge have integration with Asterisk 11?
Building custom reports
I am new to ZOHO and looking to purchase it. I have a sales team and I want to do a number of things. I currently using the demo. 1. I want to calculate the total value of each sale which requires a formula. A sale could have a value of a $100 for three years. So I want to say $100 X 36 = $3,600. Not sure where to put that calculation in. Automation/ Workforce not allowing for formulas. I want to use the total value to work out commissions for each person. 2. Also I want to use that total value to
Zoho JAVA TLS problem
I have a problem for create a lead from my custom ERP, i have this error message : com.zoho.crm.library.exception.ZCRMLogger.logError ZCRM - in com.zoho.crm.library.api.APIRequest.getAPIResponse:245 ::: javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException:
Pesquisar e Lista de Opção
Em Português! Tenho um campo de pesquisa no modulo Oportunidade que procura um fornecedor de acordo com as necessidades do cliente, porém ao buscar este fornecedor eu preciso preencher um campo de Lista de Opção com os produtos que este fornecedor possui e não consigo fazer isto. Modulos: Oportunidade --> Fornecedor --> Produtos Alguém pode me ajudar?
VOIP Integration
I'm hoping someone here has some experience with using VOIP integration with ZOHO and can send a recommendation my way. I'm looking to sign up for a voip service that can integrate with zoho crm. One of the main features I would love to have is the ability to choose from which phone number I want to call a lead from the CRM. Basically one user can cover many different areas and we want to be able to call from a local number.. so is there any service that would allow me to select the outgoing number
Sales Inbox and Email opened incorrect
Zoho you need to fix a major issue When using Sales Inbox and viewing unopened emails IF i click on the email that was sent to the person and is unopened it then shows as opened in sales signals.,. Meaning the opened email i viewed from me to them shows up in sales signal as opened by the recipient when in fact i opened it. Surely this is not the first complaint re this. This needs to be fixed immediately as its a false representation of the feature and service we are promised. The below screen shot
Update closing date when stage changes to Won?
Hi, When converting a lead to potential, we add closing date. But when the potential finally changes to Closed Won, do you think it is necessary for us to change the close date (be it via workflow or manual) as well? Would like to know the thoughts of the community if it's necessary or not.
How can you add a Total at the bottom of Opportunities module?
Here is the list of opportunities that a user sees. How can I create a row at the bottom that shows total dollar amount?
Invalid file_id null in /crm/bulk/v2/write but file well created
Dear Zoho community, I'm trying to make a bulk/write on the eu API. CSV is created, uploaded, file_id is received, and when I call /crm/bulk/v2/write with the file_id in resource[0].file_id The error message is like above. Do you have an idea to solve this thing ? Thanks a lot Best regards Edouard { "status": "FAILED", "message": "invalid file_id null.", "type": "data", "module": "Accounts", "field_mappings": [ { "api_name": "Account_Name", "index": 1, "format": null, "find_by": null, "default_value":
How to avoid duplicate entry in contacts?
I am a newbie and I have a question about duplicates. Is it possible to set up a warning message when you create a duplicate contact, so that it checks Second name and Data of Birth (Customer field) for duplication at the same time?
Blueprint Zoom In/Out and Undo
The Blueprints interface would be greatly improved by adding the ability to zoom in and out (ideally by holding CTRL+Mouse Wheel up or down, which is standard in many apps and/or +/-). Implementing undo (CTRL+Z) for positioning of stages would also be very useful .
CAPTCHA Verification problem
Hi, We're using a modal window with Zoho form and CAPTCHA. There's an issue whereby the CAPTHCA verifation doesn't work - this is not consistent, sometimes it does, sometimes it doesn't. URL is kingstoncabinetry.co.uk - the modal is instigated by click 'email us' or 'request a design visit' Screen grab attached for reference. Thanks
Create a deal from lead module
Hello I created a zforms on my website with an hidden field (source) I would want to create a workflow to create a new deal when a new lead is registered from this forms Could you help me with this Thanks
The ability to create Role Departments | Assign a Manager | & Assign Tasks to a Manager of a Department
What about the idea of being able to create departments (perhaps this could be linked to the 'Profile' feature) And then being able to assign a user as a Manager of a certain department. And then being able to assign a task to a Manager of a certain department. If that Manager changes, then we can just assign the new user as that Manager and all tasks associated with that Manager's role will also now be assigned to the new user. If the Super Admin wants to remove the department or the manager then
X-axis showing incorrect dates in 'Anomaly Detector' charts in Dashboard
Hi there, I've come across a major problem with the 'Anomaly Detector' charts on the dashboard screen. In summary, the x-axis is showing the wrong dates for the data displayed on the chart. I've created an Anomaly Detector chart with the following settings: This chart displays as: The problem with this chart is that the months on the x-axis are all 1 month behind. For example, the data showing for May 2019 in the screenshot above is actually for June 2019. The same applies to all other data, including
No More Duplicate Leads, Accounts and Contacts Solution
As a Zoho Partner we have always struggled with duplicate leads. For our business, but mostly our customers the definition of an Account/Contact is someone who has done business with you, not someone who just obtains a quote. The need to convert Leads to create quotes, means you're maintaining prospects in multiple modules. Statistics are complicated as Leads are duplicated and often merged, but a Lead and Contact could send multiple Enquiries. We made the decision to change the process and build
Conditional Fields in CRM
EDIT: See my lower post for instructions as to how to get to the "Layout Rules" section I can't for the life of me find the settings to create the newly advertised conditional fields. Can someone point me in the right direction? Looking for this: https://www.zoho.com/crm/extend/ https://www.zoho.com/crm/whats-new/ https://www.zoho.com/crm/blog/sell-smarter-better-faster.html Thanks!
How to Create a report of Accounts with no associated activity
I am having trouble generating a report that will show me accounts that have no activity, no events, no tasks, no notes, etc.. I am new to this but it seems to me a basic feature that all sales people need to know. Which accounts do I need to reach out to? I assume it must be there. Any ideas would be appreciated Thanks
Run internal workflow as Owner
How to run internal workflow as Owner in order to have correct ${userSignature} ? Currently I create in workflow for each owner a condition linked to an email template, one per owner (user) to achieve this. Too many copies! Any better idea?
Best way to work with search fields
Hello, Im creating a new simple function that creates a new record on a module. This module as 3 search fiels (one that searches the contacts, other accounts and for last opportunities), so basicly this record its associated with one account, one opportunity and multiple contacts. My question is, whats the best way to insert the ID to connect. My currrent code: cMap = Map(); cMap.put("Name",nome_da_oportunidade); cMap.put("associated account",id_conta); cMap.put("associated contact",id_contacto);
Lead nurturing made easier with email marketing automation workflows
Let's face it, there's nothing more hurting than seeing your leads drop out because of ineffective and ill-timed communication. As a salesperson, you have to don multiple hats, and it's not easy to deliver the right message at the right time for every lead. That's why Zoho CRM integrates with Zoho Campaigns, our in-house email marketing platform. In Zoho Campaigns, we've introduced drag-and-drop workflows to help you completely automate your routine communication and deliver actionable messages to
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