Internet not reachable error
What causes this and what is the solution? Network connectivity is operating normally to everything else except Zoho CRM. What I am experiencing is that I am making changes to a custom Module Layout and intermittently when I click Save it does not save. I noticed this error in the lower left corner. If I reload the page in the browser, it loads and although it loses my changes, I can make changes and Save. After 30 to 60 seconds, the Save button does not work and I have to reload the page again.
CRM API Sandbox not working, being redirected
Hello! So I am trying to upsert or insert a new record on the url https://www.zohoapis.eu/crm/v2/blablabla/upsert and being redirected to https://crm.zoho.eu/crm/v2/blablabla/upsert. What's going wrong here? There is no 302 in the documentation. Also the record was not inserted. No error given. Two weeks ago it worked just fine.
How to convert the zoho.currenttime to zoho date/time field ?
Hi , when i use zoho currenttime it give me the date/time in 24-Jan-2019 06:16:49 but zoho crm data/time field require the format in 24-Jan-2019T06:16:49-06:00 how i can convert the current time into the zoho date time format ? info zoho.currenttime.toString("dd-MM-yyyy'T'HH:mm:ssZ"); the problem is the format is coming as this 24-01-2019T06:26:17-0800 but ZOHO datetime require like this 24-01-2019T06:26:17-08:00 how i can add the : in timezone like this before : -0800 after : -08:00
Zoho CRM Custom Function to Create an Event
Hello, I'm trying to create an event via a simple custom function, but I'm not having a lot of success. Here is my code: crmEventFMAP = Map(); crmEventFMAP.put("Subject","test"); crmEventFMAP.put("Description","test"); crmEventFMAP.put("Start DateTime","2018-03-28 08:00:00"); crmEventFMAP.put("End DateTime","2018-03-28 09:00:00"); //eventinfo = {E} res = zoho.crm.create("Events",crmEventFMAP); Unfortunately, the event is not being created when I run the script. What am I missing?? Thanks!
automatically create event (WORK)
Hi i need to create a function to automatically create an event when a record is saved. Can someone help me? Thank you Simone PS: i can pay for this...and other little modification
Potential, Probability and Stage Mapping - how do I change the Probability to a % to be used in formulas?
My Probability numbers are not percentages, which is throwing off my forecasting calculations How can I change my Probability field to percentage? My Probability is currently mapped to the Stage for qualification. This is then used to forecast likelihood of deals to close.
Created time since specific day of the week
Hello, We are using a module "visit reports" to create a descriptive summary of every visit we did, linked to an account. It is important to reach our weekly target amount of visits, so we created a report & a chart to keep track of how many visits we did in the last 7 days. A great tool but the issue we have is that the amount changes daily since the last 7 days are shifting. My question now is: Is is possible to set a day of the week (e.g. Wednesday) as start of the count for every weekly report.
Mail Templates
Hi all, I want to send mail by using mail templates but I need to send to secondry mail. How can I do that or do you have any function about it? Bests,
Free Title, Sub Forms and Lines
It would be really great if you could add the possibility of adding a free title, header and lines when creating a Canvas. Alot of time we want to split data in a Canvas, and having the flexibilty to add lines, titles would help organize the content. Also, are you planing to add Sub-Forms, soon in the Canvas ? That would really help to. We could have a settings to display a predefined number of rows.
Zoho CRM Module API Custom Module Significant Issue!
There is a significant issue with some of your API calls and we have noticed 2 separate issues, which has caused significant issues with an integrated process. We have had multiple developers look into this and confirm the issues. Issue 1: Duplicate data sent out when API call goes across multiple pages. Having checked our CRM there are definitely no duplicates present, however the API result contains 1 duplicated entry for every additional page that is returned in the API Call: https://www.zohoapis.com/crm/v2/custommodule/search?criteria=((Country:equals:Netherlands)or(Country:equals:France)or(Country:equals:Ireland)or(Country:equals:Germany)or(Country:equals:Denmark))&page=1&per_page=200
CRM - Updating a multiselect field using integration tasks
Hi, I tried to update some field in the Leads Module of CRM using zoho integration tasks. The field such as single line, pick list are updated successfully but the MULTISELECT field is not updating. I have done lot of modifications in the map variable which contains the parameter value yet doesn't work. If there is any way of solving this problem, plz help me with the code. Thanks,
CRM - Copy data from Single Line to Lookup Field
I'm using a zoho form I created to add data into our CRM. Public forms do not allow access to lookup fields (as far as I can tell), so I want to be able to associate it in the CRM with a script. I'm able to copy a single line field into another single line field without an issue, however I cannot figure out how to copy it into a lookup field (not sure if this is even possible). Update_ServicePM = zoho.crm.updateRecord("Inspections",ServicePM_id,{"Actual_Serial_Number":Serial_Form}); ServicePM_id is
Custom Report Column - Commissions Amount
Hello. I am attempting to multiply two Columns from different modules inside of a Sales Order Report so that I can calculate my net commissions automatically. Example: I created a new Sales Order Report with the Sales Order module selected. I also selected the Account, Products, and Deal modules. I selected Tabular Report Type. Under Report Representation, I selected all of my applicable Available Columns. The Columns I'm interested in creating a custom formula column for are: Net Total (Sales Order
Exporting Zoho Leads
I need to export a selection of Zoho Leads. All I get is a full list of Zoho Leads. Please help me urgently. Thank you for your support. Best Regards, Josef Krieger
Formula Error
I've created a formula field to calculate Commission payable on a Potential , this portion works find. (${Potentials.Amount}*0.05)+ (${Potentials.Year 2 Expected Revenue}*0.02)+ (${Potentials.Year 3 Expected Revenue}*0.02) However when I try to add a 'IF' condition to calculate a final piece I get an error message that I do not understand. See full formula with problem piece in bold. (${Potentials.Amount}*0.05)+ (${Potentials.Year 2 Expected Revenue}*0.02)+ (${Potentials.Year 3 Expected Revenue}*0.02)+
PHP SDK
When i try create or fetch some data from my crm, response always empty. No errors or something else. Also no records are added.
CRM & BOOKS INTEGRATION METHODOGY REVISED
Dear Zoho CRM team , The integration between CRM and Books ( Finance ) is essensial and is important part to make Zoho into ERP. But the way of current integration has many weakness. After integration , invoices / salesorder,... are controlled by Zoho Books, there are few problems : - There are some blur area , whereas the access and permission are not clearly identified ( like selling price / rate permission to edit is not the same in Books and CRM ) - And many important functions in CRM for
Zoho CRM Date import from call logged on Android app is incorrect
My zoho android app (confirmed I'm on most up to date version this morning) is syncing calls to CRM with the wrong date format in the call start time field. The format is coming in as 12/31/1969. I made the call last week and need the date appropriately logged. 1) Is anyone else experiencing a similar issue or suggestions on what to check? My phone obviously has the correct date and time format for my region. Also, when I go into the call and "edit" in zoho/web app, there is no easy way to edit this
Updating field based on most recent related list item
I have a module called "Invoices" and a module called "Contracts", and they are related through a lookup column called "Quickbooks Job". Anytime a new invoice is added to the invoice module (or updated), I would like the "Last Service Invoice Date" column to be updated in the "Contracts" module, with the date that has been input as the "Invoice Date" in the record in the "Invoices" module. Is there a script that can accomplish this?
Edit date when adding notes in CRM
Currently, when you add notes in Zoho CRM, there is no option to edit the "date of the note". This could be useful, if a user was catching up on activity, and entering note information at a later date. Can you please evaluate this request Zoho, and provide feedback. Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Quotation template
Hello Dear friends We got zoho CRM just for test the system but so far we can´t cutomize the quotation template, still problems when we added a formula even with the original ZOHO template , please someone can help. Muchas gracias Luis +56987436273
Sync between Books and CRM is lacking and cumbersome
Hello, I'm trying to use the CRM more and more for my small business, having used mostly Books for now in order to keep track of Estimates, Customers, Invoices. My customers are mostly private individuals, with a few companies. I'm finding several things which should help me save time, that are instead getting in my way and making me waste a lot of time for a simple task: create a lead from an email > send them an estimate. Let me describe a typical case and hopefully you can guide me, perhaps I'm
Is a lead/contact added automatically to targeting campaigns on Google, Fb LinkedIn?
Hello, I would like to know A lead enters CRM through several paths... website, import, manually entered in the system etc. Then it should automatically be added in a list which also automatically should be used for targeting Audience in Marketing Campaigns via Google, Linked In and Facebook. Does this happen automatically ? Is there such an option ? If no ... What is the process that we need to follow ? If you have a YouTube link tutorial on the matter please refer it to me. Also please help
Contract Management?
I'm new to Zoho CRM and looking for a way to manage contracts. Specifically, we sell products and provide support for those products on an annual or longer basis. When a support period ends, we look to renew a contract with the customer. I want to have the contract details and renewal history in the CRM or at least linked. Is there a Contracts module or other way of doing this within Zoho? Any help is much appreciated.
CRM Theme and skins
Hi, Is it possible to use a different theme on Zoho CRM? Not just the change the colour of the main panel and change dashboard layouts but use a custom theme, like a different background image and different side panel colours?
Editing template for mass email
Hello, We are sending Request for Quote to our logistic partners on a regular basis (one, twice a week), to get quotes for several destinations. We would create a template in the CRM Settings for that, then do a mass mailing to our vendor contacts. However, sending a mass email in CRM doesn't allow any edition. As changes between 2 email are just a little (basically date and destination), this is inconvenient. There are 2 problem there: - our sales team, marketing team and logistics team are too
Canvas View Contact Field Feed
In my custom canvas view I have two field I can add Contact Name Contact Email But what is displayed is not consistent in the canvas view for these two fields. I cannot figure out what actually feeds these fields. I have Contact Roles chosen in the deal I have the contact associated with account and the account associated with the deal. And only a few are show the contact name and none are showing the email in the canvas view. What field is feeding theses in teh Canvas view so I build the proper
Sandbox testing Zoho CRM
Hi Z Team, Having a sandbox testing function for Z CRM would be a great help as i am always looking to improve our system however some of the changes can be quiet a different way of thinking or working. This is where Sandbox's come in as they allow admins to write new work flow rules and test new ideas before changing breaking the system or the old way of working, potentially losing information and costing money! Please Please add this function as soon as you can!
Dashboard
I want to see all leads(meaning:whic is converted leads and still inside to lead module leads together) How can I do tat?
In Admin view, create a "View As X User" feature
Please consider creating a way for the superadmin to see how other users based on their role will see the CRM or a particular module. This becomes difficult in seeing whether validation rules or permission changes are effective unless you have the logins for a different user to test. As a superadmin, you should be able to view the processes and do tests as a different user.
How to Test as Specific Security Profile
I am an admin configuring ZoHo CRM. How can I test that a user of a specific profile/role sees what I want them to see? As an admin I see everything. Something like a RunAs feature?
Default Task Value from Lead Module
I created a function to default the value of a custom field in the task module based on the related lead. I marked to execute whenever a task is created or edited. It only runs when editing but not when creating? Is this a bug or something missing? Created in Automation | Actions | Custom Functions and defining taskId argument as Task.TaskId and leadId as Lead/Propsect.Lead/ProspectId. Any thoughts on why this doesn't fire on create?
Linking a campaign from Zoho Campaign to CRM Campaign
When you create a campaign in the CRM, on expectation is to create an email campaign in Zoho Campaign, and possibly a social campaign using Zoho Campaign. Now, email and social campaigns are activated independently of CRM Campaign. Only Leads and contacts are the links. How Campaigns and Social (and results) can be links to Campaign and see the Cost, Revenue of this Campaign?
disabling or editing Quick contact form
Hi, When creating a new opportunity, when selecting associate contact, you can create new contact from the last link of the dropdown menu. Problem is that the Quick Contact form doesn't follow our workflow: To be on the Contact list, all fields have to
How can i upload a file using ZOHO CRM V2 to my image file upload Fields?
Please help me in uploading a image file to my Zoho CRM (Potentials) with custom layout using ZOHO CRM API V2 . I am inserting all text data using ZOHO CRM API V2 but facing problem in uploading a files to custom File upload fields . Thanks
Product tab not showing in Zoho Crm
Product tab not showing
Is there a way to automate a follow up email after jobs completed?
Hi All, We run a consulting business where we would love to setup an follow up feedback email automated to clients one week after services are completed. Not necessarily after invoices are created as sometimes they are created before the job. Is this possible? Thanks, Wade
When to use newsletter sign up in CRM vs sign up form in Campaign?
We have both CRM and Campaign modules. We want to host a sign up to our newsletter form on our website. When do you use CRM newsletter sign up form vs sign up form in Campaigns. The challenge is I need to ensure my CRM is kept up to date as master database. Please advise best option.
Adding User to CRM Issue
Everytime that I try adding a user to our CRM app i get a message saying "User is already present in another system" Is this a problem because she was using a trial version? What can be done to fix it? Thanks
How to Determine ContactId for a Lead Conversion
I need a workflow rule that calls a webhook when a Lead is converted. At that time, I need to know the Leadid and the ContactId for the contact just created. Any idea on how to get this information, there doesn't seem to be an event for Convert and on the Create of a new Contact, the leadid is not known. However, in the data backups, there is a file called ConvertedLeadRecords_001.csv that contains what I am looking for. Has these columns; Convert Id Lead/Prospect ID Agency ID Contact ID Deal ID
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