Help with Formula field
I designed a formula field to calculate age of account but I made it with String output so I can add the word "Years" to the end. However the out put of the formula comes with up to 16 decimal points which I only want two decimal points to come out. what other formula can I add to this Concat(Tostring(Datecomp(Now(),${Contact Positive Accounts.Date Opened})/(60*24*365)),' ','Years') To limit the out put to two decimal points This is the current output 1.1315068493150684 Years I need it to just
Can you force a customer to reschedule a booking?
Hi there, We are playing around with the bookings feature in CRM and I like how customers can schedule meetins with users or a team. One question that we can't seem to find out from the zoho documentation is what is the best way to notify the customer to reschedule a meeting when needed? I know that they can cancel or reschedule from the email that they received when making the booking, but I don't seem to see a similar process from our end. TIA, Matt
Formulas for CRM Enterprise- Limit on number of fields
Hello, Trying to create formulas in our Deals module. we have a limit of 15 and so far we have used only 13. We have currency and date and time fields still available and no formulas in our unused fields. Why is it not allowing us to use the two formula fields we should have left?
Mass Emails Not in Sales Inbox
I sent my first and only mass email via Zoho CRM. I can see that it was delivered, however I only see "Not in CRM" and "Colleagues" in SalesInbox. What am I doing wrong? Why can't I track my emails sent via ZohoCRM in my SalesInbox?
Module has duplicate Created By fields and one of them can't be deleted or modified
Why did the Module end up with a Sample Created By and a Created By? Why can't I mark Sample Created By as not required or remove it?
Automatically indicating a lead doesn't need a follow up
Greetings everyone! I'm working on a process that would automatically allow a lead to indicate they already bought insurance from someone else by clicking on a link in an email. I've been searching around and haven't found anything here and have tried a couple things but nothing really works the way I want yet. I want a link in an email that would indicate in Zoho CRM that the person has already purchased insurance - ideally it would set the Lead Status to "Lost Lead". From there I have workflows
Associate product with price book through api
I'm looking for a way to associate a product with a price book using the REST API. We have many product changes per day (including sales price and our cost), so it makes sense to update these as they happen through the API, but I'm unable to find any information about how to do that. Anyone who can point us in the right direction would be appreciated. Thanks.
Email: Where is email sent from?
I want to send mass emails to clients, but I don't understand where exactly they will be sent from and what the reply-to email will be...
Update record custom function not working
Hello, I'm trying to code my first function, which is super simple: upon clicking the button, I want to call a custom function which will update the Deals' record field ''Nom acheteur'' with the value ''Anges Immobiliers'' My code: deal_id_str = deal_id.toLong(); acheteur_AI = Map(); acheteur_AI.put("Nom_acheteur","Anges Immobiliers"); update = zoho.crm.updateRecord("Deals",deal_id_str,acheteur_AI); return ''; (see screenshot 3) deal_id is a parameter linked to the Deals field 'Deal ID' I tried
Not able to set arguments for new function
Hi, I'm defining my first function, but contrary to various tutorials I've taken a look at, I am not able to edit the arguments of my new function. Clicking the 'Edit arguments' link does not bring up the pop-up window to define the arguments. Anyone has any suggestion what might cause this? Could it be that I need an additional permission to do this (I am not logged in as the super admin)?
Sending emails to contacts not delivered
We need to be able to send emails and keep track of them through zoho crm. We create contact to the accounts, and press +Sendemail - create the content. But nothing is delivered. How to fix this?
Forcing a record to exit a blueprint?
Hello everyone, Does anyone know a way to force a record out of a blue print with a custom function? I want to be-able to do this without using common transitions ( they are maxed), or adding additional states. I don't think there is a way, but figured whats the harm in asking. I know you can use the trigger command to enter a blueprint, maybe there is a command to exit.
Late on Payment / Credit limit hit Warning From books
When trying to create a deal or other things to a customer account in CRM id like to see a option to show the over credit limit to the user. This is important for the sales person to know if they are hitting credit limit they need to ask questions. Like do we need a credit increase or are they not paying bills. So if 2 different warnings one for over due and one for at credit limit. Thouse are 2 different issues that need to be dealt with. If they are overdue the sales person need s to know dont
One Product to Many Deals
Hi, I need to assign one product to many deals that already are created. Is this possible?? Thanks Regards.
New PHP SDK Critical Bug
I tried upgrading to the new 2.0.2 PHP CRM SDK, but there's a critical error that makes it impossible to use. When trying to get a BulkAPIResponse, the code says this: if (array_key_exists(APIConstants::VARIABLES, $bulkResponseJSON)) { However, 'APIConstants' does not have anything defined as VARIABLES, which means it always crashes: Symfony\Component\Debug\Exception\FatalThrowableError : Undefined class constant 'VARIABLES' at /usr/local/cat/vendor/zohocrm/php-sdk/src/crm/api/response/BulkAPIResponse.php:108
Function-3: Auto-update account information across CRM.
Welcome back once again folks! Last week, we learnt about round-robin assignment of records using custom functions. This week, we'll take a look at a custom function that saves your time by auto-updating all the related fields in a selected module when those fields get updated in the Accounts module. Business scenario: Take a case of leads captured through web-forms. Most leads don't fill out the entire form. Once the lead is prospected, you go on to create relevant records in contact and accounts
Automatically Create a Deal from another deal
Hi there, Some of my deals are retainers and they need to be repeated every month to reflect on the sales report. How can automatically create a deal if they are a retainer? I have added retainer yes or no - as part of the deal setup
Email to multiple accounts under one contact
Hello, I want to set up an account to send out a monthly newsletter to multiple email addresses. How do I set this up so that I can select one contact, say "Monthly Newsletter" that will automatically send the attachment to each person listed under that contact name. Thanks, Bruce
How to set scope for mass update of Custom Modules?
I am facing a problem that when i setup a scope for Custom module to mass update through Mapp update API,for getting code its showing "ERROR_invalid_scope", When i used system defined module(Leads,Deals,Accounts etc.) its working perfectly fine. but when I use custom module(Api name or custom name) its showing an error "ERROR_invalid_scope".
Getting "The remote server returned an error: (401) Unauthorized."
Hi All, I'm trying to fetch task details of all the projects in my portal using Zoho rest API v2.0 through a windows service, which was working fine till last week. Now while the service runs, I'm getting error as "The remote server returned an error: (401) Unauthorized.". I have checked my authentication token and hope it might not be the problem. Please let me know what should be done to fix this error. Anyone please help on this!! Thanks, Prasanna Venkatesan J
ZOHO API V1 C#
Hello I'm using this method for API call (v1) public static string AccessCRM(string url, string postcontent) { //ServicePointManager.ServerCertificateValidationCallback = ValidateRemoteCertificate; WebRequest request = WebRequest.Create(url); request.Method = "POST"; byte[] byteArray = Encoding.UTF8.GetBytes(postcontent); request.ContentType = "application/x-www-form-urlencoded";
zcrm_oauthtokens.txt generated in root directory - is that OK?
Hello, We are using the PHP SDK in the self-client scenario. It does not look like the token_persistence_path is being respected and zcrm_oauthtokens.txt is generated in the website root directory. I.e. the TXT file ends up in www.mysite.com/zcrm_oauthtokens.txt not the path we specified. I don't know enough about OAUTH system to know if this a security issue, but wanted to confirm. (I am not sure it would be more secure in my specified path, but at lease it wouldn't be easily guessable URL) It does
Current Record ID
I have created a widget which I launch from within a contact view. The ultimate purpose of this widget is to call a third part api. Some of the information I want to pass to the api is the Current Record ID and the Current Record Full Name. How do I get those pieces of information for the record that I launch the widget from?
Sending with Zoho Sign
I have created a custom template in "Inventory" to use with Sign in CRM. Template works great! It is kind of a pain to drag and drop the signature tabs for recipients each time. Docusign lets you anchor them in a template once which saves a ton of time and confusion for my sales reps. My question is this: How can I add recipients to each Zoho Sign document, or each CRM sign, automatically? We have 4 people in the company who need to be CC'd or receive a copy each time one is sent or signed. It would
How to make Gravity Form entries show up in Zoho
Hi guys, So I have an order form (powered by Gravity Forms ) on a website I've integrated Zoho with. Now, this form has several entries I want to appear on Zoho when the form is submitted. Right now, I only get basic entries like name, phone, address etc but I have some custom fields I need to show up also. How can I acheive that?
Email Delay / Schedule within Zoho CRM
I'm quite new to Zoho and feel I'm very much just scratching the surface. Currently, I find myself sometimes working unsociable hours and don't want my clients to be aware that I'm emailing them at, for example 23:53 (the time now as I type). I'm aware of the ability to schedule delayed delivery within Zoho Mail but not through Zoho CRM. This is especially important for my requirements as I use a lot of email merge templates with Zoho CRM. If this facility is not available (which I assume it is
Associating Leads and Accounts Best Practice
Hello All, I wanted to ask what everyoneone was doing when it comes to Leads. Are you creating accounts for your leads? Or are you only creating an acccount once converting a lead to a contact. The reason I ask is that we may have many leads who are part of the same organization?
Upcoming Workshop: B2B Sales Discovery Process over Drinks and Dinner
A B2B sales workshop for sales leaders, over beer and burgers Join Zoho and Aircall in Austin, Texas, for an in-person, interactive workshop led by Bryan Elsesser, who has led sales development at Aircall, eMarketer, Yext, and YP. Meet and network with fellow sales leaders while enjoying complimentary made-to-order dinner of your choice from Shake Shack, along with an open bar. ️️When: Wednesday, September 25 @ 6:30 pm Where: Shake Shack Austin Request a spot Why Attend? You will learn how to supercharge
Tax Records
I just recently went through an audit. I keep the invoices both digitally and a hard copy. The issue was matching the Tax Exemption & Capital improvement Certificates with the invoices. And then making sure they were not expired. I looked through Zoho products and could not find a solution or a way to do this in the CRM. Maybe I just can't find it. When I look outside Zoho I found this https://sovos.com/products/tax-determination/certmanager/. However I am not looking to use another platform,
Uploading PDF Attachments to Lead records using Zoho SDK v2.0.1.0
I am working on a c# application that utilizes the Zoho SDK v2.0.1 to create Lead records. Once the Lead record is successfully created, I need to upload the relevant PDF file as an attachment. Once the CommonUtil.ValidateFile() method confirms that the filepath exists and is of acceptable size, I call the UploadAttachment() method on the ZCRMRecord instance. The returned APIResponse object confirms that the operation succeeded (STATUS_CODE=OK, Status = "success"), and the included ZCRMAttachment
API Self Client - failing to get a refresh token / access token from authtooauth call
Hi, Do you have 1 example of how to do this correctly ? I have an auth token and believe I need to use "Self Client" model. So, using an existing auth token, I build a POST with the following data (json-formatting the below gave me an invalid response type error): client_id=1000.xxxxxxxxxxxx&client_secret=yyyyyyyyyyyyyyyyyyyy&grant_type=authtooauth&authtoken=9b3zzzzzzzzzzzzzzzzzzz4b&scope=ZohoCRM.modules.ALL I send this to https://accounts.zoho.com/oauth/v2/token/self/authtooauth since my Zoho instance
Quotation Management Installation stalled at "Setting up Application Please wait, while we work our magic"
I've attempted to install Quotation management about 5 times. Each time, I push the install button, push confirm and then I get this screen. I have let it sit on this screen for 12 hours and it still doesn't complete. I've restarted numerous times. No love. Anyone else see this? How do I get support from Zoho for this? Thanks, Dave
Examples with zoho crm
Hello Team, I am working zoho crm technology. i created two module 1 and module 2. * how to fetch record of module 1 * how to show records in module 2 of module record with map data * we are using the same field in module 2 how is possible can anyone help me what i have to do in this ?
REST-API v2: search in CRM with ampersand
Hello, currently, we have some companies in Zoho CRM under the "Accounts" module. Some of them contain an ampersand (&) in the account name which makes it impossible to search for. E.g.: GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch Musik) works fine. But GET https://www.zohoapis.eu/crm/v2/Accounts/search?criteria=(Account_Name:equals:Buch & Musik) throws http error 400 (invalid query formed). I tried to escape the ampersand (\&), I tried to replace it by %26,
Sales Order Export Directly to Deal Attachment
Currently when we export a sales order to our sale order template it is downloaded to the sales person's computer and then they have to manually add it to the Deal in the attachment related list so we can add it to Zoho Sign to send for a signature. I want to export the PDF directly to the deal. Can I do this within the CRM? Or with Zoho Flow?
Tracking Mail Merge Emails with Email Status Filters
Hi, I would like to organize my mail merge emails according to their status (opened, bounced, etc.) with the email status filter on the left side of the screen. Unfortunately, I am not getting accurate results with the filters on who opened the emails or if the bounced. Any advice here? Thanks, Kent
Posting data from my web application, to a custom module in Zoho CRM
Good morning, I am having trouble populating a custom module I've built from a form in my node.js application. i do not want to use web forms because styling is going to be difficult. It is a multi-step form with lots of javascript. Much rather prefer to post form fields from my web app on every form submission to the custom module I've created. What part of the docs do I need to look at for some examples considering we are now using Zoho V2. Lots of code seems to be outdated in the Node SDK Docs,
Tracking Sales Goals
We've recently moved from pipelinedeals.com to zoho as the automation has great value to us. With pipeline, we were able to set sales goals and track our salespersons progress of those goals. However, it seems we've lost the ability to manage our sales persons goals and the ability to track their sales in zoho. Does Zoho have anything like this in development or is there a way to actually do this?
Linking Mass Email to CRM Campaign Functionality
We have successfully sent a few mails using the Mass Email function in CRM. However, it seems odd that we cannot link this activity to the Campaigns function, i.e. create a campaign list there, and then link a Mass Email to the list and manage the Mass Email from the Campaign function. Am I missing something? Seems highly illogical and I fail to see the real value of the Campaign tool unless it can link across. Note: I am not talking about Zoho Campaigns tool - that is a separate module altogether
Accounts and Products
Hi ZOHO team. We are using Accounts\products association , and we need to perform back-office tasks , when a new association is created ( in simple words , additional Product is being added to an Account) I didn't find any way to create a webhook based on that , and I see , that doing API calls or custom function ( fetch all products or and accounts and finding deltas on the product association ) is very expensive. Can you please suggest a better way of doing this check ? thanks in advance .
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