Workflows between Contacts & Deals module
Hello, To begin, we have renamed the Contacts module to Clients and the Deals module to jobs. We are implementing a external asset tracking system with barcoding and Zoho and we wanted it to be able to update the Jobs module via Zapier, but we can no longer update a module entry (ugh.) But we can trigger an update to the Clients module! However, it won't allow me to create a field update in a workflow when starting with clients in Jobs...only Accounts and Vendors. Can I custom function help
Created_Time question
I'm a bit confused'bout something while using the Rest api. When querying Deals (Module), part of the json properties returned is something thus "Created_Time": "2019-03-01T08:19:10-08:00", What I'm not clear about is ..is this date above GMT but the data was created from a timezone that's 8hrs behind GMT or is this date/time 8hrs behind GMT? thanx
GDPR: A year down the line
It's been a little over a year since the GDPR (General Data Protection Regulation) was enforced across the European Union. It aimed to give more control to the residents of the EU over their personal data and hold companies accountable over how their customers' data is being used. The numbers don't lie, it has been effective in increasing awareness amongst customers as well as making companies more conscious about respecting their customers' privacy. Over the duration of the year the regulation
want to create a quote from deal based on criterias
Hello, we are selling residential properties. I want to populate a quote from deals based on 2 or 3 criterias (number of rooms, project, state). is there a way to do it ? regards,
Search API not working - throwing 204 Error
I'm using Python SDK to search on Contacts Module module_ins = ZCRMModule.get_instance('Contacts') search_result = module_ins.search_records_by_email(self.email) record_ins_arr = search_result.data it was working but suddenly it's throwing 204 Response error_content: INVALID_DATA-The given id seems to be invalid.. Error Details::None Access token is working fine Scopes are: ZohoCRM.modules.all,ZohoSearch.securesearch.READ,Aaaserver.profile.Read What is the problem here??
Zoho CRM Update/Delete the Invoice's LineItem/Product Details
Hi Zoho Team, How do I update/delete the line items/Product details of an invoice. I'm using this sdk below: https://help.zoho.com/portal/kb/zoho-crm/developer-guide/server-side-sdks/php-sdk I'm only able to create an invoice and add line item to it, once I save it the line item is also saved, this is working correctly. But the problem is when I want to update/delete the added line item of an invoice, I cant find a way to do it in the documentation of the php API sdk. I tried to dig in the sdk itself
Potential id
I know that potential id's exist because I can see them when I use sheet view, but I cannot get them to represent in views or reports... help?!
"Call" Module - wish it was more customizable
For instance, we don't really care about duration and when you are adding a call you have to choose "call details" before you can choose inbound/outbound, so i would think it should be above it
Unable to import deals with Closing Date
Hi, I am trying to import some deal rows from an excel file. It asks me for a Closing Date column and I have two problems - 1) Even though I have populated this column on my excel with a date, the import keeps rejecting them (skipped) and the error reason is that the column value is being picked up as empty 2) I actually in the first place don't want to enter dates for this column for all rows since not all my rows are closed yet - but it seems that column cannot be empty Can someone please help.
Create a deal for a lead
I need help. I know I can create a Deal for a Contact but can I create a Deal for a Lead (before converting to a Contact)? Also is there a way to automatically add the Quote created in a Lead record to a Contact record during the conversion of a Lead to a Contact? I really need help with these questions. Thank you for your help!
date zoho crm
An extra day is required in the current data field. Example: There is data field A format "day / month / year and 1 data field B" day / month / year "but plus 1 day from data of field a
How do I make someone a Super Admin on Zoho CRM?
Hi Guys Okay so i had Zoho setup on my personal domain (domain-a). Then started a new business and loaded a new domain (domain-b). I created a alias on my original email account and created a new user for my colleague. So i had a CRM setup on my original account, but needed a CRM for domain-b, so deleted the crm on domain-a, but still couldnt setup a crm using the alias i created on my email from domain-a. I used the email i setup for my colleague to create the CRM and invited myself using my
Assigning user with specific owner
Hi, I'm stuck, please help ;-); I have a module : - Name : Sociétés - API Name : Accounts and two fields : - Owner ( as owner field) - C.S.C. (as user field) I would like to assign specific C.S.C. when specific owner is designated. Example : Mike is the owner so Julia and Remi are C.S.C. and if Edouard is the owner Marianne and Audrey are the C.S.C. I think I have to use if function and get function, but I don't know how to aggregate this function. Thanks a lot for your help !
I cannot edit the name on an account, and I am super admin
I never restricted permissions, and I should be able just to click on any field and edit it. Why is this so hard?
Get Lead of Approvals with ZOHO Creator
Hello! I am trying to get a Lead of Approval List but this code returns null. What am I doing wrong? data = {"module":"Approvals","id":id}; result = zoho.crm.invokeConnector("crm.get", data); info result;
For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing ...
Recently (within the past week) we began to run into problems using code that accesses the ZOHO API. We are getting the following error: "For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing property on XmlReaderSettings to Parse and pass the settings into XmlReader.Create method." Any help would be greatly appreciated. Brian
CRM API Returning error The remote name could not be resolved: 'workspace-zoho.csez.zohocorpin.com
Hi, hope someone can help. I am just getting started with the CRM API. I have managed to get the tokens set up for Oauth and this seems to be working fine. However whenever I try and get some information back from the API I get the error : {"The remote name could not be resolved: 'workspace-zoho.csez.zohocorpin.com'"} In my app.config file (Vb.Net) I have the iamUrl set as https://accounts.zoho.com/ and the apiBaseURL set tohttps://www.zohoapis.com/ so not sure where this is coming from? Hope you
Search Records in custom function with boolean field type
I have a boolean field within a custom module. and i want to select records on the field if its true or not. Tried the below code yBList = zoho.crm.searchRecords("CustomModule1","(fieldTest:equals:false)"); for each yb in yBList { info yb; } With the above code, i get an error as Error at line number: 1 Missing return statement: Provide STRING expression to return Can any one tell me what am i missing in the above given sample method? Thanks, Pavan
No last name for leads
I understand that last name is a required field for Leads. In cases where there is no last name, what is best practice for a placeholder? Options we are considering (not including quote marks): "Unknown" "NA" "Pending" "Last Name" "-" (dash symbol) In your opinion are any of these better or worse than others? Any risks or downsides to choosing any of these. Once we decide we want to commit to naming all our blank last names with that choice.
I need a Report that shows how many deals passed through a stage
Hi all, I am in need of a report that shows how many deals were ever in a stage. I need to see how many deals were in each stage over the course of a 2 week period. For Example, i have 5 stages: Qualification, Application, Shop, Contracts, and Fund. Say I have 100 leads that are converted to deals, and i need to show how what percentage of all deals converted my salesperson was able to get an application on, and also show what percentage of all deals converted they requested contracts on. I need
Managing company's internal records
We are digital marketing and digital product development company managing IT assets with custom module. For example, we have a module named "Servers" which we use to manage (only have details of the instance and not the actual management of servers) our customer's AWS cloud resources (EC2 instances). It's all good when the server belongs to one of our customers. We also have internal resources like servers we use for production, testing, development, proof of concepts, etc. What would be the best
Lead owners view only their own leads
How can I segregate leads so only lead owners see their own leads?
Contact ID Number appearing? How to Stop?
Hello one of our users is having an issue with the zoho user id number appearing in the feeds can you please assist us with how to fix this issue? Screen shot attached.
Cannot Delete Pick List Option
I cannot remove options from the pick list. When I try to click the delete button (highlighted in the image) nothing happens. There is no error message or any sort of response. I am on the free version, but wasn't sure if this was a limitation of the free version or something I am doing wrong. I can add options using the "Add Options in Bulk," but cannot delete them.
Keep functionality of conditional fields through api inserts
Good evening! A customer of us uses conditional fields for his crm layouts. When inserting data through the rest api, those fields do not work anymore. Even if the input is changed through the web ui, the logic behind those fields isn't triggered. Is there a way to keep this functionality? Regards, Marco
Set up reminders in Leads
Hi How do I set up an email reminder to make a follow up call in the leads section? Regards Brendan
Is there any CRM API's extensive list of Exception responses?
Hi, Can you please provide all the exception responses for your API. Thanks!
Can't edit properties in industry field (Leads Module)
When I click on "edit properties" in industry field - nothing happens. How to fix it?
Does the Refresh Token Expire?
The refresh token seems to last more than a day which several have also noted. We just need to know if it can be used long term or if there is any (long) expiry time? Can we please get a reply from the Api developers, Thanks
Create auth token api not working for .eu domain
I've created an account in crm.zoho.eu domain. When I try to create auth token from mobile using below api, I got following error. Request URL: https://accounts.zoho.eu/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=netrolo33@gmail.com&PASSWORD=thisismypassword Response: # #Wed Feb 21 11:28:05 CET 2018 CAUSE=GET_METHOD_NOT_ALLOWED RESULT=FALSE Note: The account netrolo33@gmail.com is created in accounts.zoho.eu. For accounts created in zoho.com working fine. Please reply ASAP. Thanks, Guna
Zoho Dashboards sync to Zoho CRM
Is it possible to have a dashboard or page sync with Zoho CRM data in which I can show all my deals and each possible status or stage as a column? Report should be like a spreadsheet. Users should be able to click a radio button on each column to mark in which stage the Deal is. Also, each cell should be colour coded manually, user can change the colour of each step/stage and add a note. When user scrolls the mouse over the cell it should show the note to explain the colour of the cell. Do you reccomend
Data Filter while fetching bulk data using v2 API
Hi, I am trying to fetch all the leads created after a certain date and time. Is there any provision to mention the date and time in the parameters? Regards, Saha
get an error when trying to get token
#
#Mon May 27 02:07:34 PDT 2019
CAUSE=NO_SUCH_USER
RESULT=FALSE When i load the URL to get token, can anyone let me know what is the solution for this. Help me with getting a API Token. https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=d********s@gmail.com&PASSWORD=R*#$%^$##313&DISPLAY_NAME=leadform
Zoho Community meetups across Poland - June 2019
The Zoho Community Meetups are making their way to Ponzan, Warsaw and Wroclaw this June and we'd love for you to be a part of them. In these meetups, we’ll walk you through some of the useful and interesting tips and tricks of Zoho CRM. Our experts will share tips, configuration best practices, and address the common challenges in the areas of user management and basic customization. City Date CTA Ponzan June - 12 Register now Warsaw June - 13 Register now Wroclaw June - 14 Register now Note: During
Feedback for the Updated Zoho CRM Fields
Hello, This morning I noticed a new style for the Fields in Zoho CRM Modules. I would just like to say, I am not a fan of this update and would like the Field style to go back to the previous version. To put it simply, there are too many lines. I don't need a dash to indicate a field is empty (as seen in View mode). And I don't need bordered fields to know where to enter the data (as seen in Edit mode). This update makes absolutely no sense to me, and only causes more visual clutter on my screen.
get an error when trying to get token
when i trying to get an token. can any one help in this situation? https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=ddazad@xxxxx.com&PASSWORD=AvhF9YCpY7yI&DISPALY_NAME=CRM
Error in generating Auth Token
I am trying to generate auth token after successfully generating code and using the code when i try to generate token i am getting error
Importing Leads (New and Update)
Hello, We have a list of conference attendees that we want to import into Zoho. The list does not contain email addresses. We want to check for existing leads in Zoho and flag them as part of this new conference. Is there a way to do this without emails? We used to use RingLead to do this for us.
New UI Layout Issue: Popup screen for mandatory fields & overlapping error messages
There's a small css issue with the popups that occur when fields are set to mandatory in a layout rule. Scenario: User sets a field to X which triggers a layout rule that sets a field to mandatory. This causes a popup screen to prompt the user to enter details (which is great). 1. The user can't see the full tooltips within a field 2. If user clicks save without entering info the error messages overlap with the fields. See screenshot attached. (I'm on safari 12.0.2, Mojave 10.14.2)
How do i search both contacts and accounts together
I just want to be able to view ALL contacts sometimes
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