Database API v2 PHP SDK
In the documentation there's the following statement (see below) Is it possible to use our own Database ? with our own table ? i would like to avoid creating a new database Database Persistence In case the user prefers using database persistence, MySQL can be used. The DB persistence mechanism is the default method in PHP SDK. The MySQL should run in the same machine The database name should be zohooauth. There must be a table oauthtokens with columns useridentifier (varchar(100)) accesstoken (varchar(100))
Custom Function Needed to Duplicate Deal
I would like to create an automatic workflow that automatically duplicates deals when the following conditions are met (these conditions can be conditions of the automated workflow) : 1) Deal stage = 100% closed won 2) Program = Managed Services When these conditions are met I would like multiple new deals created. The number of new deals created would be equal to: 'Total Number of Weeks' / 4 For example if the 'Total Number of Weeks' field was 8, then 2 new deals would be created. (8/4=2) (This
Management
Yes I am a dope when it comes to these things so I apologize in advance. I am to oversee our 7 reps and their activities. I am set up as the CEO/Super Admin - how do I view all of their activities on a daily basis?
Google Calendar Sync with CRM not working
Our sync stopped working after 10:30am Central time today. Is anyone else experiencing issues?
Multiple Product Options for a Deal
I have set up the Deals page but we have multiple Product Segments that can make up a deal - it can be one single Product Segment or up to 7 (all). Each Product Segment then has a value assigned to it which once added altogether creates the total deal amount. I have solved that part but I want to be able to pull a report and then chart on the portions of each product segment (eg. Segment 1 = 20% of deals)
Problems importing CCSV file containing swedish characters å, ä and ö
I´ve tried to use the ISO-8859-1 and the UTF-8 with zero success. Either the characters are changed to others or they are not imported at all. This has worked before and it really creates problems for us. Is there a problem in the databas or in the API? I´have attached an Excel file as a template where some of the problematic signs are present. Joachim
Zoho Sign Generate PDF and Attach to Deal
I am trying to find a way to automatically generate the Sales Order PDF and have it attach to our Deal as an attachment. I am not sure if this is possible with using deluge. Are current process is in the deal we have a button that creates the sales order (using deluge). then we download the sales order as a PDF then have to add it back to the deal as an attachment. Once the attachment is there then we can use Zoho Sign to send on the sales order. any suggestions and/or ideas would be great. Thanks
Integrate Avaya with Zoho CRM
Hi, i'm trying to integrate Zoho CRM with our avaya telephons. And we finish the all steps of the doc (https://www.zoho.com/crm/help/zoho-phonebridge/asterisk-avaya-elastix.html#frequently_asked_questions) and we get a error message : "licence check faild - contact Zoho Support" See atached file. Thanks for your help.
using Zoho CRM territories to limit visibility of data
Hi, How do I use the Zoho CRM territories concept to limit which contacts and other data agents can select/view? Thanks
Using Merge Field in a URL
We are using email templates for Contacts in order to send customers information. In certain emails we need to be able to code the URL using merge field values for contacts. This is because these URL parameters should not have to be entered into the web page by the customer when we already know them from the CRM. We have routinely done this with our other mailing systems, specifically Active Campaign. The URL we need to code is presently in a button in the Contacts Email template. The URL is in
Custom button to fill in boxes
I would like to add two custom buttons that say "Working" and "Completed" to one of my modules. I'd like them to 1) change the status 2) add a timestamp to the record and 3) show the user who worked/closed the case. Any advice on this?
Custom Formula Field Puzzle
Business Scenario: We pay our account managers incentives for every 6 months that they hold an active account. I have created a formula field that returns the accounts age in months: Datecomp(Now(),${Customers.TKS Signup Date})/(60*24*30) However, we need a formula field that returns a True or False when the age is evenly divisible by 6. As a result, when an account age is say 6 or 12 or 18, etc., then we can pay the account owners the incentive per number of accounts that hit the anniversary age.
Editing the "Open Tasks" widget in the home page of CRM
Hi, I'm trying to find out where i can get information on how to change the "Open Tasks" module on my Home page from just listing 5 tasks to listing all of them in one list where i don't have to click through them 5 at a time. Basically i want to see the same long list that i get in the App which i can just scroll through. Can someone please point me in the direction of where i can find out how to edit it? Thanks in advance :-) Brett.
Twilio CRM problems?
Please comment below if you use Twilio with CRM, it would be much appreciated. We just started migrating over to Zoho, and often when calls come in, the call popup shows but there is no "Answer" button. Does anyone else experience this problem? Not being able to answer phone calls is....a big problem, to say the least. We want to try and figure out if this is a common bug, and known to Zoho or not. Thanks
Zoho Phone Bridge - Astersik Serivce Stope each time you Update FreePBX
Hi, I am using FreePBX which runs on the Asterisk platform, we have implemented the Zoho Phonebridge and everything works magically, the only problem is that FreePBX has many modules and they are regularly upgraded, it seems everything we upgrade the FreePBX which just a matter of pressing the Apply Config button the Zoho PhoneBridge stops working. Is there any way around this?
Territories vs. Territory Rules
Can someone please differentiate between Territories and Territory Rules? It appears to me that they are interchangeable, meaning I can automatically assign territories by using one or the other. I don't see the need for both of these options, unless I'm missing something.
Wordpress and Zoho Integration
Hello, I need to integrate my wordpress website with zoho. Actually, my final product shoud be: "When client submits, a form on my site, ZOHO should create lead and add additionl lead source". I'm tryng to do that with CRM APIs. My question is, is that even possible, and can you reference me to the resources. Thanks :)
Checking CONTACTS into regular meetings
Hi I'm trying to identify how to use Zoho CRM Professional edition to... 'Check in an ACCOUNT and CONTACT to regular meetings.' Here's the scenario... - I have 15 meetings that repeat every 2 weeks that an ACCOUNT or CONTACT should attend. - I already know which ACCOUNT and CONTACT should attend each meeting. - I want to mass register specific ACCOUNT or CONTACTS to a meeting for 12 months - At each meeting I want to check the ACCOUNT and CONTACT in as either 'Attended', 'Holiday', 'Apologies' or
CRMplus Zoho Login API
We are using v2 version of Zoho CRM api. We were able to login to crm.zoho.com, crm.zoho.cn, crm.zoho.eu. One of our customer is using crmplus account. But he is unable to login. Is it possible to use the same end point? or different set of apis for crmplus accounts? Thanks.
Custom Module Record Display
Hi, I have created a custom module that collects details about equipment that customers own. The module does exactly what I want it to, however when I display the module on the app, the list of records is shown is organised by the record ID. Is there a way to show the list of records and view them by a chosen field? such as the "Equipment Type" field and "Model" field in my module? This would be easier to scan down and find what I want. (Another minor frustration is that the module is called "Customer
API concurrency
Hi! I am working on backend methods and have some questions about concurrency. I have already read this article recently. Currently, I have enterprise pricing but old API limits (100 per minute). Is there are any ways to change limits to new (20 concurrent requests)?
Document Download Limits for users
Hi, currently anyone is able to see and download documents from the CRM which i don't want. I need permissions seeker, this documented in the log and also download possible only after someone approves of.
Ouch ! Permission Denied It looks like you do not have access to this page. We'll take you back to the portal
Today, I edited some fields in the “Opportunities” section of Zoho and saved them. I then went to click on “Projects” and I get this: "Ouch ! Permission Denied It looks like you do not have access to this page. We'll take you back to the portal" This has never happened to me before. I am an administrator and I went and checked “Users” and made sure we all had access to the projects tab and we all do. However we all get this when we try to go to “Projects” Can you help resolve this matter?
How can I get email notification when I receive a lead from the webform? I'm using the free account.
Hi there, How can I get email notification when I receive a lead from the webform? I'm using the free account. The lead approval functionality doesn't send me notification neither. Looking forward to hearing from you soon. Thank you! Cheers, Jenna
Click to call with ZohoCrm
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C# API Record update INVALID_DATA error
Hello, I'm using official .NET API lib (ZCRMSDK) and trying to import products. But I'm getting maximum length error when try to submit large string to a custom field. In field's properties length is 32000 characters. What am I doing wrong? { "data": [ { "code": "INVALID_DATA", "details": { "maximum_length": 1000, "api_name": "Ingredient_Statement" }, "message": "invalid data", "status": "error" } ] }
Workflow rule updates field only after delay
I have a workflow rule which is triggered after record create/update. Workflow rule calls a function which is doing some calculations and then updates fields value. The problem is that after I edit a record the fields value is updated after a small delay. So I have to wait a little and then refresh a record to see changes. Is there any way to avoid that waiting/refreshing?
Zoho CRM SalesInbox Colleagues Column
For some reason, the COLLEAGUES column is not showing for our organization. We integrated GSuite and only CONTACTS & LEADS and NOT IN CRM are present. All emails sent from our domain are treated as NOT IN CRM. Any suggestions?
Request document support on Django+Postgres
I have seen the document on `Python SDKs` and it make use of `MySQL` to store a data. My use case is integration with full functions web framework Django It will be very productive for new comer who would like to consume the ZOHO API using Django Thank you for you consideration
Close out all tasks on Lead when an email in Zoho is sent to that lead
Hi, is there any way that I can close out all tasks associated with a lead when I sent that lead an email through Zoho?
ZOHO CRM users module
I need to update the user information on ZOHO CRM users module with information coming from a custom module. Is it possible? In alternative I need to relate ZOHO CRM users module with a custom module. Is this also possible?
Functions stop working last week
We have multiple functions that stop working, i have been informed that it is API V2 integration related. but from the information i read the sunset date is dec 2019. it shouldn't have stop working right? I have been getting this error when i execute.. if it is API V2 related how do i correct this error.. Warning: Deprecated V1 integration tasks exist. Make sure you migrate them to V2. Failed to execute function Error at line number: 3 'TEXT' can not be cast to 'Long'. This is my script.. GSI =
Properly modify this pre-written custom function
We attempting to use a custom function to pull UTM tracking parameters from a URL field and separate them out into different fields. 1. This is currently working exactly right, however, the URL field in the CRM won't accept that field being populated with any URLs that contain tracking from our Zapier connection. It lets us manually add them, but that is it. It also has a character limit that is too long for some of our tracking data. 2. Zapier suggested switching the URL field to a multi-line
How can I find which specific workflow rules are used by a Module?
I would like to go into my Workflow Rules and determine which ones are used by which Modules. I found something that shows how many Workflows are used by a Module, but not which specific Workflows they are. To find that, I go to Setup > Modules and Fields > [module, in this case I am going to Leads] > Summary. At the bottom there is an Automation section which shows the number of Workflows being used. Screenshot below. However, when I click the link (the number 8) it goes to the entire list of all
How do you import multiple contacts for one account?
I have an excel spreadsheet Company Name First Name Last Name Title First Name2 Last Name2 Title2 ABC Company Jim Smith Owner Tom Jones CFO I want to import both contacts for this single account. How do I make that happen from this spreadsheet?
Opening CRM programatically
Hi, we are a small company configuring and deploying industry strength call\message centers for medium sze business. We would like to present our agents with the CRM record of clients when they call in. Is there a direct call like a webservice or something similar that would retreive and present the CRM record to the agent? Assuming agent has already logged in
Cannot find Auto responders
Hello, I cannot find the auto responders button in both my leads and contact modules. When I click on the more action button (...), I cannot find the autoresponder tab. Please advise.
Sorting Activites by location
Hi guys I am relatively new to Zoho and am struggling a bit with what might be a simple task and am seeking some help if possible. Currently, I am building an activty list from my contacts and have added the location field to the activty screen, however, it appears that although my customers have addresses in their records, the activity screen is NOT showing locations, and I am unable to sort the activities by location! Just wondered if anyone might be able to help me at all? Many thanks David
Zoho CRM Mobile App Notifications - iOS 12
Hi there, I noticed that the mobile app notifications have not been working for a while for iOS 12+. I have tried uninstalling and reinstalling to no avail.
Delete lines in Sales Orders or Invoices
In order to be fast when placing orders, many times I just clone and then add or delete some lines of products. Everytime I deleted a line, there was a message, similar to "Are you sure of deleting? Yes /no "and "mark here if you don't want this message to appear again" I marked it, but now I can not delete any line of my sales orders and invoices!
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