Gmail on IPad Sync
Hi, I just started using Zoho on my iPad. I’m unable to see emails that I normally see on my laptop. Is there some type of configuration I need to do? I started doing Zoho Mail and then it started trying to ask me to setup Zoho business mail from my domain which didn’t seem right. Thanks. Kevin
How can i make a create quote/sales order from a record button?
If anyone has already acheived this what script did you use?
Exporting selected contacts
Why can't you add the ability to select a group of contacts and exporting them to a CSV file directly instead of having to go through the extra step of creating a report first? Very annoying!!!!
integrated product master between crm and inv/books
Hi, Can we have an integrated product module with all features of crm, available in books? currently they are different. the integration bridge provides us an interface to open z books in z crm and actually not integrating at module level
Match up zoho id of inserted record with inner id of record
Hello, I am sending contacts to zoho, and after I execute an insert request I wanna match up the received zoho ids with contact ids in my DB and know which zoho id stands for which contact id in my DB. Please, let me know how can I do this. Regards, Veronika
Dashboard
I want to see how many lead converted to contact and deal based on lead source. How can I do it in dashboard?
How to reset a users password
Hi, Is there anyway I can re-set a users password? I have tried de-activating their account and then re-activating it, in the hope that a new link would be sent to the user from Zoho by email. However that never happened. Thanks Jackie
SalesInbox Sent Emails
When I send an emails from SalesInbox module, the emails go out, and I confirmed the recipients got the emails. But those emails do not show up in my Sent folder, either in SalesInbox or when I look at the actual Sent folder on my mail server. Using standard IMAP/SMTP privately hosted mail server. How can I get Zoho CRM to record my sent emails?
Twitter reports not picking up all content
Hey, I was wondering if anyone could help me out here. I know I've posted more tweets that are being read in the analytics report - i checked on Twitter's analytics and the issue isn't that they are retweets or replies, or even things ating someone: I filtered to find out whether ating someone led to the tweets not being counted and the numbers don't add up. These are actual direct tweets and they also show up in posted tweets. Anyone have any idea why they're not being read? I've looked in settings,
invalid code during oauth
Hi, I'm using CRM API 1.0 and now I'm trying to upgrade to 2.0. My application is for a single user, and it is creating/updating contacts and leads based on events in the PHP server. I created a zoho client application and got client ID and client secret. Then I clicked on "self client" and got grand token. Now I try to get thew refresh token and I failed. I tried sending post: https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code
Adding default text Field
Hi all, I need the default text field and I want to put this field in Sales Order then this field will appear in the mail template. My question is :How can put default text field in any module. Ex:İn this module,will write terms and conditions . Thanks,
Deals - Force users to fill in new mandatory fields when stage is updated
Hi All, I have added a layout rule to make fields mandatory once a certain progression is made in a deal. Even though the fields turn required, It will still allow me to change the stage via the deal board without filling these in. if i open the deal though, it will not let me save unless these fields are updated. is there any way that i can have a prompt to fill in the fields before it will let me progress it. thanks in advance
Unable to Sync Calendars in CRM to Mail
Zoho is great but is really poor at the basics , all i want is to be able to create an event in CRM that syncs with my default Calendar in Mail so i can sync with all my other devices ( inc my Mac) , not possible as the CRM puts it into a seperate APP calendar which can not be synced , MISSED APPOINTMENTS every week !!
Import Task - Keep skipping
Hi Zoho Team, I'm having a difficult time to import task through Zoho Migration. The purpose of this importing is to auto create task in specific Deals so I don't have to create one-by-one in Deal links. The problem is the Task ID column is required but I don't have the existing ones so the importing keeps skipping. I found this similar inquiry https://help.zoho.com/portal/community/topic/importing-accounts-what-to-do-w-the-required-account-id-field but it was Account importing which apparently user
Goods/Assets Assignment to employees on Zoho CRM
Hello Dear All, we are doing internal needs on Zoho CRM we created a module for that. For example on office we need 2 packet milk or Apple Iphone 6 for something. After that its going to blueprint and managers or authorized persons. then checking stock if this needs in stock going to tasks to assitant to get from our storage, if its not in storage strating procurment request. so i want keep them as a invenotry, for example we need assign to a phone to employee then when employee left from company
Search equals to phone number
Hi. i wonder how to perform a search based on exact Mobile / Phone Currently this is my request to zoho v2 API: 1. request one url: https://www.zohoapis.com/crm/v2/Leads/search params: { criteria: ((Mobile:equals:447834029972)) } my request above is returning one data with exact phone number with my criteria, but when i reduce the number and change it like my criteria below: params: { criteria: ((Mobile:equals:4478340299)) // here i remove the last 2 number } it still return the data
Price Books don't cut it
I was really hoping that Zoho was the right CRM product for me, but hope is waning. When I saw Price Books, given the game, I assumed I could make it work, but it is not working out that way. We sell products and installation (service). Missouri has one labor rate and Illinois has a different labor rate. Plus, I want to offer two tiers of pricing. Basically, I want this. MO labor ($100/hour) and standard product pricing (+40% markup) MO labor ($100/hour), preferred product pricing (+30% markup)
how to show currency symbol in formula field?
I create a formula field of currency type, but it does not work.
How can i add a 'Send Email' button to a module?
Id like to be able to send mail from a record in the deals module amongst a few others, is there an easy function that can trigger this?
Organizing Leads for each year
I am trying to organize my leads for each year. Some leads were a great opportunity for 2019 but I need to classify them now for 2020 to see the new status. I am only using the accounts for current clients so we do not use the accounts section. I dont want anyone accidentally calling a current client and that is the reason for moving them to accounts. so for leads what is the best method to see the status each year or classify them so that we dont have to go back through each one at the start of
Integration of ZOHO CRM with MySQL using PHP without any third party application
I have account of ZOHO CRM.when i get the lead from facebook adds to Leads in my ZOHO CRM also at the same time the record will get created in MySQL Database(My Local Database) with same values and i want to do it using PHP Code without any third party integration (with auto Sync ) please suggest me a some solution on this functionality. i have searched lot of this topic but i didn't get any useful solution, please give some tips to do this.
Send a quote email to a new lead based off of user input on my wix site
Does anyone know how to send a quote email template to a new lead with information that they selected from my site? I have the API connected and I can insert a new lead, I just cant figure out how to send a quote email with html content in it displaying the price of what they selected and the packages they chose. It will also give them an option to accept the quote and schedule a time to have the service completed. Someone PLEASEEEEE HELP! Thank you!
Changing Super Admin
Can you please help me understand how to delete the current super admin and make some one else the super admin. A quick answer will be appreciated.
API V2 search method conditions
Hi! We are migrating to Zoho API v2, and while implementing search records method we have noticed that it lacks "contains" condition in criteria. According to official docs "You can search a maximum of 10 criteria (with same or different columns) with equals and starts_with conditions ..." In API v1 we have access to "contains" condition, which is very important for proper search. It looks like functionality downgrade despite claims about "advanced and powerful" search comparing to API v1. Are you
Self Client authentication in crm
Hello I am trying to authenticate in zoho crm api with self client. But it is still asking redirect url . What is best solution for getting access token without redirect_url ?
Google Contacts Sync
I've been using Zoho for more than a year... Last month i found a few problems with my sync between Gmail Contacts and Zoho. We have 2112 contacts in our list. I've created a brand new Google Account just to sync the contacts. Than i went to: Setup -> Market Place -> Google (Contacts) -> Authenticate Google Contacts -> "Choose my account" and click Allow. 1) Google Contacts: My Contacts ||| Zoho CRM Contact: All Contacts 2) Sync Options: Push from Zoho CRM Contacts to Google Contacts 3) Same Contacts:
Custom module with related list does not show related list in shared contact records
The problem: We have a custom module, called "licensing". This licensing module has a related "lookup field" for the account associated with the licensing record. As an admin, when you open an account, you can see the licensing module and related list. For users with "shared records", the licensing module appears fine but empty. When I open an account with a license as the record owner, the license list is "blank". If I open the same account with an admin login, I can see the related records/licensing
Is there a way to track the volume of activity and emails by sales rep?
Is there a way to report on the number of tasks, calls, meetings, and emails sent by reps? It seems this would be a helpful dashboard for encouraging ongoing activity. Thanks!
Link Phone Field from Account to Contact
I'd like to create a workflow rule whereas when I enter a phone number in the "Account" Module for a new account, when I create the "Contact" from within, it will auto populate the phone number. Has anyone done this before, and if so, can you advise? I am not a programmer by nature.
Send notes related to each user action.
We want to send note, related to each user action, in our website to ZohoCRM. I have found many package related to this topic: https://github.com/zoho/zcrm-js-sdk https://github.com/zoho/zcrm-nodejs-sdk https://github.com/isotopo/zoho https://github.com/ZohoDevelopers/embeddedApp-js-sdk I don't sure which one to user, however I tried them with no luck. I've fail to configure most of them. So my question here: what is the best way to integrate our system with ZohoCRM, so we can send notes related
Enable search by phone number in Zoho Flow and Zapier
I'm looking to create entries in CRM but I only have the phone number, I see in functions there is an ability to search by phone number, but I would much prefer to do this through one zapier or flow. It seems a very minor adjustement to your code since you already have the module search by email.
Smart View Layout for Desktop
The CRM iPhone app has a feature called "Smart View" where it only shows fields that are filled in. It would be great to have a similar feature in the desktop view. It would hugely tidy up the interface. We all have a ton of records that have empty fields
Help in Uploading Photo CRM API v2
Hi i am using ZOHO CRM api v2 in uploading images to Leads. I am facing an error {"code":"INVALID_DATA","details":{},"message":"the request does not contain any file","status":"error"} here is my code function InsertImage($access_token) { $file_name = $_FILES['uploaded']['name']; $file_size = $_FILES['uploaded']['size']; $file_tmp = $_FILES['uploaded']['tmp_name']; $file_type = $_FILES['uploaded']['type']; $file_ext = strtolower(end(explode('.',$_FILES['uploaded']['name']))); $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/xxxxxRecordIDhere/photo";
ZOHO api php sdk database
Hi! My DB is on the hosting, and I can't give it name "zohooauth", only "myAccountName_zohooauth". What should I do? Can I write my DB name in some config file instead default (zohooauth)?
Push Notification in Workflows
Hi, I am trying to communicate with my customers through automated Emails, SMS and Push Notification. CRM Plus Workflows allows this with emails ofcourse, also SMS is possible with webhooks via exchange of REST APIs available with certain SMS gateways. If my app also has REST APIs, can I add push notifications as well to Workflows just like the SMS. Thanks Namrata
BUG: Task Reminder - Date Selector Popup does not show (Safari 12.1.1)
With the new reminders tweak I've lost the ability to set a task reminder. It briefly shows and then disappears. I have to delete the current date and retype manually to get the date selector to popup. It works fine in chrome but does not work at all in Safari. See GIF below.
Custom Field Limits
Hi, I really need to have 9 custom field of type 'Dropdown' for Customer object to let customer chose some options from limited set in Customer Portal. The problem is that I cannot create more than 5 Dropdown. I get message: Please check the following Youve reached the maximum limit for the number of custom fields that can be created for this data type. Please let me know if I can add more of them somehow. Also it is unfortunate that the limit is nowhere specified. Thanks, Marcin
Sales Tax Calculation
I cannot for the life of me figure out why the sales tax won't calculate in the quote. I set up a custom Sales Tax of 7.25% in 1 of my products. When I put that product on the quote, it gives the total but shows $0.00 in all the sales tax boxes.
Get data from Sub Form to Main Form
Hi guys, I have been reading around a lot and i cannot seem to get a "Total" value of all sub form entries per customer. The Main form is called Customers and has a field called "Total Cover Amount". THe Subform is called "Appliance Under Cover" and the sub form has a field called "Cover Amount" and there can be multiple appliances per customer of varying Cover Amounts. I just want the "Total Cover Amount" to be the sum of all "Cover Amount" but I can't figure out whether I can do it with a formula
Deal Name Automation
Hi all, I need a help ,When we convert a lead to contact and deal there is a field which is name Deal Name. I want to automation for this field.When we convert a lead to deal ,This field name can take to Contact name and Lead source name.How can we do that? Best,
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