Error while processing(performing) MailMerge
Hi all, Since the latest update I have a problem that occurs on every computer. Open MS Word Select Template Select Record to Merge I then get this error message: I have to go back and re-try, sometimes up to 5 times before it works properly. Very frustrating and time wasting. Anyone else getting this? Regards Chris
Product Template does not show invoices
I created products in the product templates. I'm trying to use the invoice module to record sales to my existing clients. I can add products to the invoices but those invoices show up in the accounts module but for some reason they dont show up in the product module which means i cannot generate reports and statistics on sales per products. Alternatively i could use deals to track sales but the deals module doesn't allow me to add products. Any suggestions? Basically I just want to be able to track
Field names in a custom module accessed from deluge script
Hi, I have created a custom module called 'TestPartner' in our CRM. Its built-in name is 'CustomModule1'. By default Zoho has created a field in that module, called 'TestPartner Name'. I'd like to manipulate the fields with a deluge script, but first of all I need to access them by the name, like this: ... test_partners = zoho.crm.getRecords("CustomModule1", start_index, end_index); for each partner in test_partners { info partner.get("TestPartner Name") + " - " + partner.get("Country")
SYNTAX ERROR / MISSING BRACKET
I am trying to put in a simple formula to calculate profit. Expected Revenue - Cog - Freight = Profit Really not sure what i am doing wrong here; Tonumber((${Deals.Expected Revenue})-${Deals.FREIGHT}-${Deals.COG})
Can I update data on the Zoho CRM from an modified backup file (Import from Excel)?
Hello! Another new user here. There are some operations on data that I'm comfortable performing in excel. What I've done so far is download the latest backup, made a copy and performed the operations I needed to. I've done this without changing the format of the data. What I would like to do is find a way to update the data online without deleting and creating all the records. I would prefer not to lose the information on when the data was created but rather just have my update be noted as a modification.
How to update field in multiple child records when parent record field is updated?
Hi I hope someone can help me. I have written a function to update a field called "Organisation Type" in a module Contacts whenever a similar field in Accounts is updated. This function/workflow works fine when there is only one child record but when there are multiple contacts associated with an account only one of the contact is updated. Here is my code; ContactList = zoho.crm.getRelatedRecords("Contacts","Accounts",Account_ID); Contact_ID1 = ContactList.getJSON("id"); Contact_ID = Contact_ID1.toLong();
OAuth Self Client Scope definitions
I am trying to setup the API v2 OAuth using "Self Client" as we do not have OAuth2.0 setup yet, but we don't want ot develop any API calls with the soon to be depreticated ZOHO ApI v1. I am on teh API document: https://www.zoho.com/crm/help/api/v2/#oauth-request and under "Step 1: Register your application" It shows the "Self-Client" it says: "In case the user does not have a domain and a redirect URL, the self-client option can be used to get access token." Where is there a list of the Scope(s)?
Integrated Web Form not working
I've embedded a form in our company website using wordpress, but it doesn't seem to work. I had several people test it from different computers, but they all reported they don't get any feedback after sending the data while they should be redirected to a specific page. Moreover, CMR integration doesn't work, no lead is created. Here's the integrated form url: http://www.mirabilar.com/sitenew/en/augmented-reality/
Color for Tag(s)
Hi, I am trying to set the color for Tag(s), but not manage to find. Is there available for this option? Thanks.
Zoho Creator form is not showing on mobile Zoho CRM
Hello, I created a form in Zoho Creator and imported into Zoho CRM. I cannot see it in the mobile version of CRM but I can see it on my desktop. Could someone please let me know what I need to do to be able to see it in the mobile crm? Thanks in advance for any help.
I am having trouble with this simple formula of adding the total of 5 numeric fields:
Formula Expression*
Latest Thinking Field - updated date
Hi, Is there a way I can add a date field that tracks the latest thinking update for an opportunity? Thanks. Rod
Accessing stage forecast type in deluge function
I am writing a function for a client and wish to access the forecast type of custom named stages. Is there an option to do this?
Python SDK ZohoCrm error at .in domain but not on .com domain (different accounts)
I am logged in at zoho.in not on zoho.com When I did import json import zcrmsdk from zcrmsdk import ZCRMModule, ZCRMException, ZohoOAuth, ZCRMRecord config_dict = { 'sandbox': 'False', 'applicationLogFilePath': './log', 'client_id': '<my_client_id>', 'client_secret': '<my_client_secret>', 'redirect_uri': "http://localhost:8000/a", 'accounts_uri': 'https://accounts.zoho.in', 'token_persistence_path': '.', 'currentUserEmail': '<some_email>' } client = zcrmsdk.ZCRMRestClient
Allow a field to be set in a custom module as the Record Name field
It would be nice if you could set a field in a custom module as the record ID name field, so we don't have long lists of record ID's. This would then mean when displaying the list of records in the related section on the mobile app we would have the record name instead of ID. This would also mean when opening the record in a browser it wouldn't just say the ID number at the top, it would instead show a value from the ID Name field.
I want to create document from template automatically when lead fields updated
Have any idea about creating documents automatically by using work flow rules, when lead fields updated then i want to create a document by using template and save in a particular folder???
Voximplant SIP Webphone
Has anyone got feedback/info on the Voximplant SIP Webphone widget? We have installed the widget and successfully receive calls but unable to call out.
Apple mail client not working with Zoho?
I have been following all the instructions and have tried both POP and IMAP, but it keeps on saying "unable to verify username or password". It won't work on my macbook or iphone. Am I missing a setting somewhere? On my browser it works perfectly, but since I have multiple e-mail accounts I would like to be able to be logged into all accounts simultaneously and be able to switch between them easily. Thanks!
Accessing Authentication URL with a Telephony Extension
Hi everyone, I've been able to get a fair amount of progress done on integrating zoho's OAuth process with an application that I've been developing. This application is displayed in a teleophony extension that I've been developing through Zoho, but I've run in to a bit of a snag To get the refresh_token in the initial oauth tango, I need to get the code with prompt=consent in the URL, which causes the user to need to press an 'accept' button on https://accounts.zoho.com/oauth/v2/auth. This would
User can not bulk Create Task when selecting Contacts
We use the ability to filter and select contacts, then create a task for all of the checked contacts. I have one user that does not see the Create Task button. We tested setting them to an Administrator temporarily. He still does not see the button. What is controlling this button being accessible?? He can manually create tasks after opening a contact, but not when one or more is checked off. This is a fairly urgent need, we just rolled CRM out to this user and they can not perform this much needed
Issues with PhoneBridge and RingCentral
Have been playing with Zoho CRM, PhoneBridge and RingCentral for a few months and having ongoing issues. 1. All of a sudden RingCentral will stop dialing when a call is initiated from Zoho CRM. Shutting everything down and starting it back up will allow calls to be dialed, but after 4 or 5 calls it stops. It goes through the motions and shows that a call is being placed, but no call is dialed. 2. No obvious place to hang up an in-progress call from Zoho. The window pops up when a call is placed
Related List Emails
Does related list emails show up the same way for everyone where you have to select from different options to view certain related emails? Screenshot below; I'd rather just have one set of related emails displayed or at least have "All" as the initial selection for viewing.
How to disable quote for edit when not on "Draft" stage?
Hi there! We are working on a CRM implementation here, and one important requirement is that Quotes should only be editable when they are on "Draft" stage? Using the Layout Rules feature allows only to hide fields completely but, what we need here is just to disable them, or somehow let the user to see the records but not to edit them. How can this be achieved? Thanks for your attention.
From and Reply To in Email Template
Hi there, I need help on the Email template. I want to change the From and Reply To in the email template that created. Thanks
Click to dial and Phonebridge issue
We are trialling Aircall One thing we have noticed is that when calling UK mobiles (not landlines) the phonebridge pop does not work when we click to dial from the record. Does anyone have any idea what could be preventing phonebridge activating? Thanks
Bulk Insert Request for Items in Inventory Management
HI - What is the sample request to send multi-line item records per request?
Try to add an image to a product with php-sdk v2
Hi, I used the example from "https://www.zoho.com/crm/developer/docs/php-sdk/record-samples.html?src=upload_photo" I changed the example for my needs: public function uploadPhoto($module_api_name, $record_id, $url) { $record = ZCRMRestClient::getInstance()->getRecordInstance($module_api_name, $record_id); // To get record instance $responseIns = $record->uploadPhoto($url); // $photoPath - absolute path of the photo to be uploaded. echo "\nHTTP Status Code:" . $responseIns->getHttpStatusCode();
Open Zoho CRM Customer portals CSS to be cuztomized
We tried to use the Customer portal but after seeing that our customers UI will be as our Zoho CRM UI we decided to look for a Wordpress approach pulling and pushing data to Zoho CRM with the PHP SDK. Have you seen Zoho products like SalesIQ where you open the CSS to us and we can match the Chat UI to our website? I mean, CRMs UIs in general are good for companies and their employees who are trained, but offering the same UI to our end customers? I think it's a failure because we would need to train
Custom Module Bug
When you create a custom module there is no system field displayed for "Modified Time", "Created Time and "Last Activity Time", they just get placed anywhere on one of your sections, so when you view the module in the mobile app, they are often in the middle of your data fields. The current workaround I have for this is to create a new section and move your own fields up on to it until nothing remains on the section and then the above fields then stay on that section by themselves, I then place
How to get 0 if my result is a negative number in one formula.
Hi, im new to formulas and zoho, i made one but i dont know how to implement one "if", tried several times and i got sintax errors. This is the formula ${Capittala.No. Visitas cierre}-(${Capittala.VC1}+${Capittala.VC2}+${Capittala.VC3}+${Capittala.VC4}) It works, i get results but i can get negative numbers and my client doesn't want thatZoho gave me this if: If(${Loans.Decimal 2}>0,${Loans.Decimal 2},0) And i dont know how or where i can put it, tried on the formula itself but it gave me error.
Can we get a thermometer chart?
I would like to have a thermometer chart to track our progress toward sales goal. And I want the top to explode off when we surpass the goal!
Layout Rule based on Formula Field?
Is it possible to trigger a layout rule (show section) based on the output of a formula field? I’m using a formula to concatenate a string of text, and want to trigger a layout rule if that field’s output contains certain words. When I try to set up the layout rule conditions, the formula field is not available as a primary trigger just like if it was a multi-select picklist. Is this not possible and simply isn’t noted in the documentation?
click to call from canvas view
Hello Zoho!!! The title says it all, the ability to click to call from canvas view so I can seamlessly communicate to leads with the information needed right in front of me without having to go to a separate page or entering that leads actual location. Also Being able to select/ change the leads status in that same field would also be invaluable t the way i run my business. Is this possible? I have attached photo of what my Zoho CRM Canvas View looks like for you to review. -See Attached Thanks
Vonage integration
We have been trying the Vonage integration for a few weeks now. This is what is offered: Screen Pops: Comes up and stay "Calling agent..." forever. Call Logging: The popup comes up only for outgoing calls and it remains "Calling agent..." forever, so it's failing. For incoming calls there is never popup, still there is a log in the popup integration showing all as Missed and never reach the CRM to be registered. Click-to-Dial: It works with phone numbers in any website. Quick-add Contacts: Incoming
Convert a quote in Zoho CRM to an Invoice in Zoho Books, please help
Hello, I am trying to implement a button so I can convert a quote in Zoho CRM to an INVOICE in Zoho BOOKS. I am Zoho books for all my invoices. Please help
Zoho CRM and Office365 - Event Synchronisation
Hello everybody, I'm trying to sync all events of Office 365 and Zoho CRM. The installation worked well, but once I activate the synchronisation, meeting invitations will be send to the customer once again. Can anyone tell me why this is so and which events will be synced in the new Zoho CRM Calender in Office365? Of how to stop sending the invitation once again? Thanks in advance! Best regards, Josef
Contact Summary in Accounts module - change displayed information?
Hello, Is it possible to change the information shown in the contact summary section of an account? Right now there's only Name, Phone Number and Email. I would like, preferably, to also add 1 custom field. This is the section I'm talking about. Thank you!
Creating 'Sanity' Reports for Automated Processes
Hi all Have you created workflow automations in your CRM using Custom Functions or have other critical automations in place that you are dependant on working 100% of the time? If one of these processes don't work how would you know? Yes, there is a failure report for Custom Functions however you need to manually check this all the time, it doesn't notify you of errors as they occur and it doesn't give you a clear reason for the failure. Also there maybe cases where an automation doesn't update records
Facebook Messenger Chatbot to Zoho
Hi there! Anyone know how to connect a facebook messenger chatbot to Zoho CRM?
Company with thousands of locations
I've searched and nothing really hits my issue on the head (and the closest ones seem to be rather out of date). Here is the situation: - One company with one billing address, billing contact, etc. (corporate headquarters) - Thousands of physical "store" locations with different shipping addresses - Stores generate their own PO's to purchase from us - all with the same billing to corporate A/P office - Each location is communicated with as though the store managers run their own small business -
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