Use layouts to edit fields of accounts ?
Hi, Impossible to find help to "use layouts for Editing an account"... Layouts seems to be used for a lot of things, views also, but not to show only the usefull field to be modified for a specific action or population of users. The only "trick" I found was to use the "datasheet view" after creating a specific filter that use the layout I created. but difficult to use (as I cannot show only the account to edit, and also multiple pick items are hard to handle in this view… ) I took a look at webforms
Notes - Share to Customer
Hi Team I have a function that creates notes upon change of a value in Zoho CRM Does anyone now how to set the Share to Customer automatically through a function? cheers
Do call logs get deleted after some time? Is there a log limit?
Hi We are using ZOHO CRM Enterprise plan. We do like to know if the call activity have a limit and if they get automatically deleted after some time. This is very important since our business model relies on all the calls activities we do. Regards
Pop up notification
if i/ any user changed stage of any particular deal, all user(Under my Zoho licences i.e Manager,CEO) should get notified with pop up message on mobile notification panel/ Zoho mobile app that this user has changed stage of this ABC client.
Integrate ZOHO with wialon
Hi, I am going to integrate wialon with zoho. Like total mileage of a device and total engine hours etc. How to connect with wialon? Please help
API V2 GET CRM Accounts returns missing data using php/Wordpress wp_remote_get()
Hi, when using the endpoint https://www.zohoapis.com/crm/v2/Accounts in Postman I get all the correct data, however using exact same call in php/Wordpress the data comes back really strange. With Postman there are 117 records, using wp_remote_get (or wp_remote_request) it *says* there are 117 records, but there are only 31, and many fields are just missing. I understand this might not be a Zoho-specific thing, but if anyone has run across this issue please let me know. Simplified version of code,
CRM Webform with Captcha does not work with the Edge browser
Hello, We are using a webform to track RGA's for customers and when we try to use the form with the Edge browser it doesn't work if the captcha is enabled. We get a 'Code is not correct' message. It works fine in other browsers and the form works in the Edge browser if we remove the captcha. Can you let us know what we are doing wrong or if there is a setting to fix this problem? Also, are there any settings to prevent someone from spamming the form if we remove the captcha. Thank you!
I try to attach a document on the field in Zoho, But I fail and response me error 400, which is wrong format
Here is the code var reader = fs.createReadStream('1.txt'); var form_data = new FormData(); form_data.append("file", reader); var joson_form_data = JSON.stringify(form_data); var response = await axios({ url: `https://www.zohoapis.com/crm/v2/${module}/${recordID}/Attachments`, method: "POST", headers: { Authorization : `Zoho-oauthtoken ${accToken}`, "Content-Type": "multipart/form-data" },
Getresponse to Zoho CRM integration
We want our unopened letters to be sent to the agent as a task. How we can do this?
Tags
I am trying to edit tags, however in the drop down menu next to import I do not have the manage tags option, nor do I have a tags module in the module menu. Is there any way to edit and manage tags?
VA needs to connect to more than one ZOHO account
Hello everyone, I have a VA that works in Zoho with other clients. I have invited her to my account. How can she access my account with an email that has already been registered with Zoho? Thanks
Turn off autocomplete in Sheets
I'm not sure if it's b/c of the keyboard I'm using or if it's just that autocomplete is too sensitive, but I am CONSTANTLY misspelling words, specifically in Zoho Sheets, as I'm typing in data where autocomplete will finish my word while I'm still typing and ultimately cause what I'm typing to lose a letter and then what I'm typing to come out incorrect. Is there any way to turn that feature off or tweak it so that it stops cutting off letters?
CRM Report - Notes Module
I'm trying to get a daily report of the notes entered by my sales team. There are a few ways notes get entered - 1. There are a number of Events created for meetings with Contacts associated with Accounts or Deals. The Event will linked with the Contact + Account or Contact + Deal 2. We may just receive info via other means for a Deal. In this case, the sale rep will add a note to the Deal.. The Deal is usually linked with an Account and Contact. 3. In the case of a regular visit to a customer or
Meeting minutes in Zoho
Dear all, I want to create an event for account including meeting minutes. The problem though is that the opened window is so small that it is impossible to use field description for meeting minutes. Dou you have any idea how to sort this out? Regards Pavel
Zapier Issue
Hello, We are attempting to use Zapier to have our registration site (Regfox) connect to a custom module in Zoho CRM. The issue I'm having is that Zapier doesn't work with lookup or formula fields. I'm trying to have the Contact Name and Account fields from the registration site to link to our contact name and account lookup fields within the custom module in Zoho CRM. Is this something that can be done?
Need help in setting up my CRM structure
Hi everyone, I have a woocommerce based store. I have taken Zoho One subscription and am planning on integrating website with Zoho completely. Currently I have made 3 modules: Orders, Contacts(Unique) and Products(Unique). These 3 modules are interlinked with multi-select lookup. This is so that i can track exactly how many orders a person has placed and what products does each order contains. But the problem here is that multi select lookup fields are not downloadable. I want to be able to download
Understanding Field Update and "Repeat this workflow whenever a lead is edited"
I have a workflow triggered on Field update 1. Does Field update only trigger when a field changes? For example: if the field value is "dave" and is updated to "paul" it will trigger if the field value is "dave" and is updated to "dave" it will not trigger At present, the action only fires once. 2. Am I also correct that if I tick "Repeat this workflow whenever a lead is edited", it will only trigger on this record, on this field?
Email Alias
Hi, when I send emails to prospects through zoho crm (templates), it only shows my first name (sent field) in the Alias. How do I change to my full name?
Getting Error from Zoho CRM API C#
Hi, I am trying to connect my application to Zoho API using C# SDK but I am getting the following error. It seems like the connection is fine but it is unable to get the data. I have enabled the module.all scope and read scope, for access token, as well. ZCRM_INTERNAL_ERROR Object reference not set to an instance of an object. Here is my code: public static Dictionary<string, string> config = new Dictionary<string, string>() { {"client_id","1000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"}, {"client_secret","xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"},
Looking for advice using Zoho Forms to update CRM and mailmerge to Zoho Sign.
Ultimately I'm simply looking to have a customer fill out a form, this will update the CRM record and trigger a mailmerge template to send a contract through Zoho Sign. I want this process to be as automated as possible (currentlly I can automate the form to CRM update but the mailmerge to Sign is giving me issues). I've been getting better writing custom functions so I figured I'd give that a try but I cannot find any documentation on using mail merge in a CRM workflow or mail merge with a CRM with
Automated email sequences in CRM
Hi, Would it be possible to set up some email sequences in CRM? e.g. there would be 3 different sequences: 1. Invite to our event (email sequence 3 days, 7 days, 10, days) 2. Book a demo of our software (email sequence 3 days, 7 days, 10, days) 3. Case studies sequence (email sequence 3 days, 7 days, 10, days) Is it possible for a sales person to add a Lead to a sequence and let it run in CRM? Thanks, Matt
Issue using Search Records API
Hello, I had an issue using the REST API : Search Records. I tried the following request url: `https://www.zohoapis.eu/crm/v2/${bundle.inputData.module}/search`, method: 'GET', headers: { 'Authorization': `Zoho-oauthtoken ${bundle.authData.access_token}` }, params: { 'criteria': bundle.inputData.criteria } with bundle.inputData.criteria = (caller_number_bare:equals:6xxxx) or (Email:equals:elodie@xxxxx.fr) and bundle.inputData.module = Contacts It gave me 3 contacts instead of
insertRecords method: mandatory fields (Contacts)
Hello, I'm inserting Contacts to Zoho CRM. I found information that for Contacts mandatory field is Last Name (https://www.zoho.com/crm/help/api/modules-fields.html#Contacts). But I noticed that I can put Contact without Last Name, if it has Email, but I can't insert it if it doesn't have Email. Parameter duplicateCheck is set to 2, newFormat to 1 (I tried also with 2) and version to 2/4. Is this my incomprehension or Zoho documentation is wrong? Thanks to look at this, Eve EDIT: If I try to put
Export Lead Data (Thai Language) to CSV Problem
Hello, I have entered Leads into Zoho CRM in Thai language. When I export them to a CSV file the Thai language becomes random symbols. Does anyone know how I can fix this? Please see attached examples. Thank you, Doug
Telephony Channel Not Visible
I want to add RingCentral to my account, but when I to go Setup > Channels, the 'Telephony' menu item isn't visible. There's just nothing there. How can I set this up?
Default Fields Not Working
Hello all, I have set up an email parser that creates leads for us based on emails that get forwarded from our website. For some reason, a default field that I have set up on the Lead template does not work for new leads created by the parser. Is this a glitch? I know I can build workflow/action tools to work around this but I would rather that the default field just works as it is supposed to. Thanks,
Group by Month in Reports
Would like a way to group by in reports. In saleforce.com on the sorting tab, you can also aggregate as well. So for example, if I want to see my pipeline by month, I can group by or rollup to a month level. Is this possible? It's kind of an important
Custom Services In CRM Expire after an Hour
Hello, I noticed another major deficiency in CRMs Custom Services and Connections feature: after successfully Establishing a custom service, only an hour later the user needs to reconnect. I have a custom connection for Zoho Projects and works fine, but for a custom service that I created for Google Drive, I run into the problem. This is a big problem: I use Zoho Flow to remotely execute CRM custom functions, and if the custom services which I am establishing aren't reliable, then I cannot implement
Formula field to strip down website
I am migrating from Salesforce, I tried to translate this Salesforce formula field to strip away everything around the domain for the website field into one I could use for Zoho: Salesforce Version: IF(BEGINS(Website, "www."), MID(Website, FIND('www.', Website, 1)+4, (LEN(Website) - FIND('www.', Website, 1)+4)), if(find("/", if(find("www.",Website)>0, IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//www.",Website)+5),NULL),Website), IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//",Website)+1),NULL),Website)))>0,left(
Address field for Leads
We work in the construction industry, but I assume this would also be helpful for people in real estate as well. We would like to be able to map specific addresses associated to deals in the browser but more importantly in the mobile app. For example, a builder would be our account that has their own physical address. But that same builder (account in zoho) could have multiple projects (deals in the Zoho world) each with their own address. I hope you can see how being able to map deals in the mobile
Attaching a document to an opportunity from Outlook 365
It would be nice to be able to associate a document as an attachment from Outlook 365 without saving it somewhere then attaching it, many emails related to one opportunity can create difficulty locating the one attachment you like. For example we send a document to a customer they sign and return by email, if we could then drag that email into the attachments element of Zoho CRM instead of downloading then attaching it would speed up the process and prevent us from filtering through many many email
How can I duplicate the Leads Module?
1. How can I duplicate the leads module, creating another link on the top menu bar? - We have different type of leads that need to be separated into different modules. Both types can be converted to accounts, but each type needs it's own fields. In other words, we need a all the features that are present in the Leads module (email tempting, option to convert, option to create custom view, etc), but under a second tab. 2. How can we move records from Accounts that were closed into another segment
Python SDK | API call returning zero results
Hello I'm trying to fetch records from my Contacts and Leads database in Zoho CRM. As of now, the account is only populated with sample from Zoho. I've read all the documentation but cannot understand why the call is returning zero results. Can you help? thank you from zcrmsdk import ZCRMRecord, ZCRMRestClient import json config = { "sandbox":"False", "client_id":"hidden", "client_secret":"hidden", "redirect_uri":"http://localhost:8000/some_path", "accounts_url":"https://accounts.zoho.com",
Can I prohibit "Update" and "Delete" for a certain record depending on a status field?
I have a request from a German customer regarding GOBD compliancy regarding invoices in Zoho CRM. He wants me to secure, that an invoice cannot be updated or deleted, as soon as the invoice has a certain status e.g. "Approved" or "Final". This is a requirement for invoice documents to make sure, that a invoice, which is once delivered to customer cannot be changed later on. The only way would be to create a storno - Credit Note - for the old invoice and the create a new invoice.
Help with a custom function for a UK postcode
Can anyone help with amending the below code so that it returns the value in UPPER case? Thank you! postcodenum = postcode.getAlphaNumeric().removeAllAlpha(); getlastnum = postcodenum.subText(postcodenum.length() - 1,postcodenum.length()); newvalue = " " + getlastnum; lastindex = postcode.lastIndexOf(getlastnum); newstr = postcode.subText(0,lastindex) + " " + postcode.subText(lastindex,postcode.length()); mp = Map(); mp.put("Post_Code",newstr); update = zoho.crm.updateRecord("Affordability",leadid.toLong(),mp);
Need help creating merged document
Some background. We use the Cases module for all of our service calls. When a technician is on site, they complete the work - enter in the parts they used in a subform and change the case status to "in review". This needs to automatically generate an email to the customer showing the work performed. This is not an invoice, but rather an initial list of the work done. Here are the issues I'm running into: 1.) I cannot include the subform into an "email" template. 2.) I could merge the subform into
email templates - gray area in email body
when sending an email with a template. Their is grey area or unused area to the left and on the top of the email template in the email body. Is this able to be removed?
email/crm sync
Hi We are using the free additions for Zoho Mail and Zoho CRM. We want to link the 2 systems together, so emails sent from the CRM show in email and vice versa. Can you let me know where the resources are to walk me through how to do this. Thanks David
Office 365 and Zoho CRM integration issues
Hi all, I'm having an issue regarding consistent syncing between Zoho CRM and Office 365. Currently I can send and receive emails from the CRM in the leads section and they sync back to Zoho CRM, generally I don't know why there's sometimes inconsistencies. I've done the IMAP integration through the channels section of the CRM section for my outlook email. The issue I'm running into is that if I send an email from my Outlook account it doesn't sync back to Zoho CRM at all. I'm wondering what
Developing new functionalities for Zoho CRM, the platform way
In general, products are only as good as those who use them. When it comes to Zoho CRM, the greater the user needs, the greater the product must be enhanced in the form of workflows, blueprints, third-party integration, and more. These customizations inside a product can be done using the developer tools present inside Zoho CRM. However, in terms of usage, some customizations are specific to an organization while others are more global. For example, a use case for a workflow directing a unique sales
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