making offer
hi there I have several products with same name, but with different size. When making offer, search for product, I only se name (lot of same names) how can I do it, so I se the size field also? Kind regards Henrik Thomsen
CRM Api Request Call
I'm working with a call to get an api token as part of a development but seem to not be getting any output now. Is there a limit to how many calls to get the token we can use and is there a way to change the limit or reset it? call I'm using: https://crm.flowteapp.com/crm/apiauthtoken.do?EMAIL_ID=[email_address]&PASSWORD=[password]
Outlook CRM plugin not signing in
Hi there One of my users is trying to set up the Zoho CRM plugin for Outlook. It has installed correctly but she is unable to sign in - it seems like it is the same problem experienced by this user: https://help.zoho.com/portal/community/topic/can-t-sign-in-with-outlook-plugin Every time she attempts to sign in it creates a new Auth Token. I have tried clearing these tokens but it has no effect. I have also checked the Application Add-ins in Outlook to make sure that the Zoho CRM Plugin is not
postUrl encoding my api request
We are using a script to interact with an outside zoho API service. For some reason the posturl function started encoding the api request how can i prevent this from happening? ex. below is is our api {"data[commentaire_du_technicien]":"","data[commis]":"","data[consigne_r-v]":"","data[contact_id]":{"name":"....... This is what is returned {"responseText":{"status":"error","error":"There was a problem with the JSON you submitted: 785: unexpected token at 'data%5Bcommentaire_du_technicien%5D=&data%5Bcommis%5D=&data%5Bconsigne_r.....................
Updating fields with data from related module field - custom function
Hi, In my Deals module, I have the section "Buyer info". The buyer is not the client, but rather an outside investor which is going to buy a house for the client, and then rent it to him. So, "Buyer info" is used in mail merge to populate promise to purchase documents and other legal documents. I would like to automatically update these fields with data from fields in the custom module "Investor". The "Investor module" is linked to the Deals module by a lookup field "Investor" located in the Deals
Unable to create dynamic parent child pick list via lookup
Hello, I have a list of 200 Accounts, with each having branches between 1 to 80. To ensure data integrity during lead creation, the account name is selected based on lookup. Now, when I add the Branch Name lookup, it shows all the branches instead of the ones associated to the Licensee name only. I understand that the way to control this is by using pick lists and using the "Map Dependancy Fields". However, I need the info in the pick lists to be derived from my Accounts module & Branch module. Is
Adding a script for multi-level sales programs, payout and signing of client agreements
Hi Zoho Community, Presenting an Idea my team and I discussed. We were wondering if it was possible within Zoho CRM to add a script or custom function for multi-level sales programs, payout and document signing experiences. This script or custom function would provide affiliate tracking for 3rd party applications. Feel free to chime, clarify or comment community and thanks in advance for reading. Best, Textmunication Sales and Marketing Team www.textmunication.com/contact-us/
time format
Hi everyone In settings, my time format changes at every restart of the program. I set it to 24 hour format, next day it is back to 12 hour format! Can someone advice me how to fix that? Kind regards Henrik
Add Symantec VIP Access 2 Factor
I'm referring to the optional added security feature used when logging into any ZoHo account. Symantec VIP Access It's extremely popular for those of us who prefer not to use Google Authenticator. Thanks, D
Formula based deal calculations and Reporting by month
Zoho support. We sign deals based on a resource/s being placed in a job for a certain number of days. Below shows what our sales team have to fill out. What I need to achieve is to create a formula based section that calculates the number of working days by month based on the est start and end date. So ideally the sales person inputs the est start and end date and a formula factors the days of each month in the year that is relevant to the deal period and then populates the days Ie there is 31 days
SugarCRM Migration
Hi Im looking at Zoho as a CRM replacement for my customer database. I currently use SurgarCRM (v.6.5) I signed up for the free account for ZohoCRM, and started to look around. I have some developer experience, I created some custom models for my CRM database for Sugar and I want to know where the best place to get started to see how this is going to look in migrating these custom models to ZohoCRM. I was wondering if someone could recommend a starting point. Does Zoho offer any assistance to migrate
Pagination for notes is not working
Pagination for notes is not working in Zoho CRM - please help.
Tasks in Calendar
First, It's important to get a single dashboard view of all your activities in the calendar format. The only missing thing is getting 'TASKS' listed in the calendar view. Second, a task must have a start, end times and a reminder option. Third, a task might include making calls, attending events etc. and also may include the involvement of more than one contact. The option to link it to multiple modules is a must. I hope Zoho is working on these.
Webform to Zapier to Zoho CRM
Hi, I have a Contact Form set up on my website and I am sending submitted form data to Zapier. Zapier is mapped to Zoho CRM add a new lead when the form is submitted. So the process is: 1 . Customer completes Website Contact Form - First Name - Last Name - Email - Message 2. Contact Form data is sent to Zapier - First Name - Last Name - Email - Message 3. Zapier is mapped to Zoho CRM to create a Lead in Zoho CRM when the Contact Form is submitted. The following fields are populated in Zoho CRM -
Best Practice for Tracking Brochures Sent to Contacts in Zoho CRM
Hello We have three brochure types that we mail out to customers at their request (we also send them out in bulk direct mail campaigns). A contact might be sent 1, 2 or all 3 brochure types (depending on their requirements) and I want to keep track of which brochures have been sent and on what date. I have found an old post (linked below), however, having followed the instructions I've found it doesn't provide a suitable solution for my requirements as a pick list only selects one type and doesn't
Auto saving of typed information + data entered in the call activity fields should not be allowed for editing after a period (one hour or so)
Hi, I would like to have the feature that the information typed into the lead information fields should be auto saved as the cursor leaves the field just as how it is on Google sheets or google workbook. Now we need to click the arrow symbol or cancel symbol so that another field is available for editing. The data that is entered in the call fields - (1) Subject, (2) Call Purpose (3) Description (4) call result (5) Call type should not be available for editing after a period of time say 1 hour or
Can I automatically set reminder according to the task's due date?
By default, I have to manually input the reminder time for every task, is there anyway to set a reminder automatically for every task according to its due date? (Like 48 hours before the due date) Sounds like this can only be done through enterprise version's custom function, am I right?
Function-27: Create Activities for records based on specific criteria.
Welcome back everyone! Last week, we learnt how to update information between two modules via lookup fields. This week, let's look at a custom function that creates activities automatically based on specific criteria. Business scenario: The Workflow Rules feature takes care of most of the automation requirements in Zoho CRM. Some of you might be wondering why is there a need to rely on custom functions, when workflows, blueprints or schedules helps meet most of your requirements. While this is largely
G Suite VS Office 365
I'm just about to sign up for a paid Zoho standard crm subscription. I use both G Suite and Office 365 in other business's but will purchase a new G Suite or Office 365 subscription for email and link to my Zoho account. I possible lean towards Office 365. I've read the feature availability & limits of both. It appears in the standard version there is no Zoho plugin for outlook, what does this mean to me? I've seen articles on Zoho only syncing to default calendar in Outlook in this still the case?
Filter by already sent emails?
I sent 50 or so cold emails via Zoho CRM. I realize now that I should have sent them via the Campaign module so that they could be tracked. I need to send more emails, but I need to filter out who I have already sent those to so they don't get sent again. How can I see who I have already sent an email to and filter them?
What is a customer in the activities panel
Hi, In CRM, you have Leads, Contact, Companies, Vendors.... But Activities introduce a new entity I can link to.... What is a customer ? From the screenshot, it's not a Lead or a Contact... what is it ?
I need to update field on Account based on other field in the Contacts module
Hi, I created 2 custom fields (Pick Lists) in the Accounts and Contacts, i need the field in Accounts to be updated automatically when the fiels on the contacts changed, i created other field on Accounts which take the value from the custom field by using the following Function which are not working: { contDetails = zoho.crm.getRecordById("Contacts",ContId.toLong()); mp = Map(); mp.put(In_Contact_Status02,contDetails.get("Contact_Status")); updatecompanies = zoho.crm.updateRecord("Companies",AccId.tolong(),mp);
filter contacts by sales volume through conversions
Hey Guys,... i'm owning a medical practice and i'm using zoho crm for my customer loyalty. HOW can I filter my contacts so that I can find out who are the contacts that i'm making the most money with. I'm adding sales volume through conversion function. I'm not using products or invoice function. can i filter contacts so that i can see which contact did the highest sales volume through conversions summarized for the current year? thanks for your help.
Update Fields Online in Leads with Information from the Accounts Module
Hi, I would like to know if it is possible to update online the fields of a Lead with information that are in the Accounts module when I select the company A that exists in the module Accounts without saving the Lead, for now the only way I have found to do that is through the following function, but using the Lead ID and for that I need to save the Lead and what I want is to show me the information before saving it. tempMap = Map(); tempMap.put("Account Name",Account_Name); resp_accounts = zoho.crm.getRecords("Accounts",1,200,tempMap);
Customer group structures
How do I record group structures of my customers which may have a number of offices and buyers? I don't really want duplicates.
The remote server returned an error: (400) Bad Request.
My application that uses the Zho rest api has been working flawlessly for the last 4 months. But today it started throwing "The remote server returned an error: (400) Bad Request.". My credentials work fine in Postman, and also in my app. My c# app usees HttpWebRequest so I tried using WebRequest, but I got the same result. Seems like it must be something at Zoho since I didn't change anything in my app. I am using the V2 api "https://www.zohoapis.com/crm/v2/"
Webhook blocked due to security reason
I'm getting this error "Webhook blocked due to security reason" on webhook trigger , the target endpoint URL is https and backed by a worldwide trusted certificate , please suggest where can I dig further to realize the actual mismatch . thanks
Purchase Order: List Price Is used to derive the purchase cost instead of the cost price
When I add a product, with a cost price as 10 and unit price as 15, the purchase order calculation should happen based on cost price which is 10*1 = 10 but at the moment it happens as 15*1 = 15 I have to manually modify this each and every time and is time consuming. Also, for a product that is already added if the unit price is changed, there is no where i will be made aware as the unit price value is not displayed when the product is selected in the product details field of purchase order form.
how to associate call to a contact with extensions
I'm using CRM with RingCentral. When I call a contact with an extension, my call gets logged to the first person in the account (they all have the same number and different extensions)...How can I switch that call record to the correct contact? Scott
Trying to use an IF statement to add months to a DATE in a formula field
Hi All, Hoping you can help, I am using a formula to return a date field, but I want it to be conditional. Keep in mind that the Orders.Day Supply field is a dropdown. I've tried it this way: if(${Orders.Day Supply}=30) { Adddate(${Orders.Subscription Start Date},1,'MONTH') } else if (${Orders.Day Supply}=60) { Adddate(${Orders.Subscription Start Date},2,'MONTH') } else if (${Orders.Day Supply}=90) { Adddate(${Orders.Subscription Start Date},3,'MONTH') } else if (${Orders.Day Supply}=120) { Adddate(${Orders.Subscription
unable to get access token
Hello, Do not know why the api procedure is really hard for the developers Pretty simple method and defined pretty much puzzled way. I followed your steps I understood first you will have to get self client a grantToken ok understood did the same and also followed example code $oAuthClient = ZohoOAuth::getClientInstance(); $grantToken = 'xxxx'; $oAuthTokens = $oAuthClient->generateAccessToken($grantToken); var_dump($oAuthTokens); now suddenly on next step you are saying to be a refresh token
PhoneBridge & Integration with 2 systems
Hi there, we have a workforce located in different location spanning different countries/continents. As such, we would probably look at a PhoneBridge integration that might suit each location rather than the business as a whole. Does PhoneBridge allow for multiple integrations & for each to be defined for specific users/territory etc? cheers, Julien
How to know "domain-specific Zoho Accounts URL" to generate access and refresh tokens
Hello There, I am working for a european client to get sales orders and invoices in their backend system and I am using PHP as language. I am having trouble to get access/refresh tokens as I am confused or lets say dont know the "domain specific zoho accounts url" to be used ! Can anyone please tell me how to know the domain specific URl for my client ? Let me know if you need anything from me ! Also I am confused which service to use for retrieving the sales order and invoices of my clients ! What
Filtering Products When Using Merge Fields
I am trying to create an inventory template that pulls sales order line items to the template. I can pull all product line items using this - ${Sales Orders.Product Name} What I need to do is filter the call for a specific category of products. The products are in a product category called Rinse Cage. Is it possible to filter the merge for only products in the product category?
WebToLeadForm is creating records in ZOHO intermittently
Hi guys Our website has various forms on it. When a user submits a form their details are added to the leads screen within Zoho. We've recently updated to the Enterprise package. Since then (and it may be a coincidence) some leads from our web forms dont get inserted into Zoho. Theres no pattern, it seems to happen randomly. Has anyone else experienced this? I have a CURLOPT_CONNECTTIMEOUT of 30. Perhaps I should increase this? As I say - theres no apparent pattern to which leads dont get inserted
Add Colleaguess column in salesinbox
Hi everyone! We have a small company with 4 profiles. We have selected One Zoho Plan. So we start work with sales inbox to manage email etc, but 2 of our accounts doesn't see the "Colleagues" table when switch to multiple columns view. How they can add it? Thank u
Authentication Token Generation
Hello i c'ant find the Settings button in my CRM API page any help please note : i creat my demo acount with google identification Thanks
Invoices with wrong Tax
Hello I'm using an invoice template from zoho CRM to create invoices for customer. Invoice needs to show Tax however even when I state that tax is 15% zoho adds it to the total instead of realizing the total is inclusive of tax in the product details. In addition on the the item lines zoho asks again for the tax and when I add the correct % zoho is now calculating the total tax on an amount that already has tax. There is a screenshot of the amount im talking about. If this is just causing so much
print of account record
Hi, I'm trying to print an account record but the widget I added doesn't appear in the print preview. How do I make the widget also appear in the print preview?
CRM re-build.
Good morning guys, I hope you're going very good. We are a company that have been used ZOHO CRM for 3 years now. It was not built properly, all the employees had access to everything. As an example, a product's name is "Billoboards_masterhead", and all the commercial agents use it, but if there's a new recruit, the new commercial agents creates a new product "billboards" and so on. So we have been stuck with so many names of the same products, so many names of the same company etc etc. this is
Next Page