What is Contact ID and Company ID fields?
Hi I am trying to do an import of contacts but it won't let me do this unless i have chosen which columen is the contact ID. What data should be in the contact ID field. Same goes for when importing companies it asks for company ID.
New UI: Problems creating a Quote, Sales Order or Invoice
When my users are creating quotes they are searching for items which are similar so they must scroll through the list which shows 6/7 items within the scroll window, scroll a large list quickly and you'd see 12+. However now with the new UI only 2 items show within the scroll window and if you scroll a large list only 3 items show. This makes it extremely difficult to use. You have to slowly go through each item and if you scroll a little too fast you'll miss the product you need. This is causing
Deal-specific product pricing possible?
Hey Folks, Have what I believe to be a simple problem but am having difficulty finding a robust solution. I already reached out to Zoho and they are looking into helping me solve this with a custom function but I wanted to open it up to the community for discussion and best practice guidance. Essentially, we have a need to quote each customer with a unique product price. We lease cars to consumers and the same car, say a Honda Accord, will have a different Monthly Payment depending on the deal specifics.
Account - Active or In-Active
Is there an easy way to mark an account as acitve or in-active? When a client no longer has an active contract or deal with us we would like to mark the account as in-active so we could seperate these out to reengage in the future. Any suggestions?
How to link one contact to multiple accounts
Hi! Is it possible to link one contact to multiple accounts? Thank you! Ashley Woodward
IMAP Integration - Regular password change
Hi there, we currently have an Office 365 / IMAP Integration working very well on Zoho CRM. The problem is that, for security reasons, our IT requires the Office 365 password to change every 3 months which the user are required to do...unfortunately, as soon as they change the password on their machine the IMAP integration breaks as authentication is unsuccessful. I've tried (and still trying) to remind users to immediately go into Zoho CRM > Email Settings to update to the new password but I'm not
Potential ID
Hello, I'm looking for a way to remove the Potential ID for my emailed weekly reports. I do not need to see this information in my reports and it takes up lots of unnecessary space. Is there any way to remove this from my exported reports? Thanks
New Enhancements in Zoho CRM
Hello everyone, In today's post we will brief you about our recent enhancements. List view categories Earlier, list views were categorized under Favourites, Created by Me and Shared with Me. We have introduced two more categories: Public Views and Other Users' Views. Public Views - The views that are created by other users and shared with everyone in the organization will be listed here. This will be available to all users, irrespective of their profile. Other Users' Views - Views created by other
Customizing List Views Globally
I learned today that customizing the column layout in list views with Zoho CRM is a global change that affects all users of the system. This is a problem, as each user may want to set column structure of the list view differently to fit their particular needs. As the system administrator I am constantly adjusting the column structure to analyze data differently and don't want this change to be pushed to every user as it causes issues in their day to day use of the system. We have different roles
getting data from a fillable zoho document to CRM
Hi Hope that this forum can help me. I have a setup where I send first a contract PDF via zoho sign and when they sign the contract a tricker sends a fillable PDF where the customer puts additional information. Is it possible to take the data that the customer have filled in the PDF and populate it into ZoHo CRM? Regards Rasmus
how to implement detailed cold calling process?
What I would like to do is implement a cold calling campaign, where we want to attempt 5 touches over the period of 4 weeks with a combination of phone and email touches. I'd like to implement a flow in the CRM where it handles moving and scheduling the right activities for the lead based on the outcome of the previous attempt. For example, for a series of unsuccessful touch attempts, I'd like the first call outcome of voicemail to get the lead scheduled for an email two days later. After the
Update Date Field Approval Process
We have an approval process with two approvers. We would like to save the date when each approval was made, so that the dates are set out in a report. How can we make this?
Trouble 2-way- connecting calendar
Hi, I'm having a lot of trouble connecting my calendar to my google calendar and linking 2-ways. Please can you help me? I've tried using the instructions but I don't have the google options in the CRM. I'm not even sure if I'm in the place to do it, or if I should be doing it from the mail and calendar area.
Can i send data directly to zoho app through email?
Hi i want to know how i can send data directly to zoho app through email. In Podio they give every app an email through which user can send data directly to app and than parse that email data and save into podio app. can i do that in zoho, or is there any other way i can do that ?
Can i send data directly to zoho app through email?
Hi i want to know how i can send data directly to zoho app through email. In Podio they give every app an email through which user can send data directly to app and than parse that email data and save into podio app. can i do that in zoho, or is there any other way i can do that ?
Deals - Forumula -working out the weeks between 2 dates
Hello, I have managed to create the formula for how many days there are between 2 dates (invoicing): Datecomp(${Deals.Invoice 3 - Date},${Deals.Invoice 1 - Date})/1440 However I can't figure out how to do it for the number of weeks... Can anyone help? thanks in advance
CRM deluge automation - namespace invocations of functions
Namespace based invocations of module and standalone functions would be a nice for productivity and simplicity. Seems odd you'd have to perform invokeURL to call a function that resides within the same CRM instance. If I have a function that needs to search, get, update, etc. another module's record it's laborious to have to perform an invokeURL, construct the necessary parameter maps, parse the response, then perform another invokeURL if I need to use response data to update a different module's
Filters on prospects
Hi everyone, im a beginner on Zoho, I have already imported some prospects from an excel board with different categories like names, phone number, activities... But my problem is that when i want to filter my prospects, Zoho propose to filter with the title of the column "Activities" for exemple instead of the things bellow like "industry","Chemistry","Electronic". I don't know if im clear with my explanations but if someone as the solutions let me know. Thank you
API End point for contact and lead form
Hi, Which API end point through i submit my custom contact form data in Zoho CRM. Actually i am using web-form for contact us but when user submit the data then its redirect on zoho site here https://crm.zoho.com/crm/WebToContactForm and back to our site but i need to user data submit without redirect zoho site that's why i deside to use crm api but i am not able to found API end point in V2 can you please help me. Thanks & Regards
How to get user id in custom button invoke url?
Hi , how i can get the user id of currecnt logged in user so i can send it with lead info to extennal api this is button name : test api external http://click2call.crecentech.com/?userid=${Users.User Id} in console I see this error VM664:1 Uncaught SyntaxError: Unexpected token < in JSON at position 0 at JSON.parse (<anonymous>) at zcrm8_ea36c_.js?env=crm&jscors=true:1 at Object.success [as successfn] (zcrm3_b5b46_.js?env=crm&jscors=true:1) at Object.pushPendingResponse (zcrm3_b5b46_.js?env=crm&jscors=true:1)
Introducing Zoho CRM for RingCentral!
We are pleased to introduce to you, Zoho CRM for RingCentral! Cloud communications are great services that help organizations deal efficiently with high volume of inbound and outbound calls. When you integrate these communications services with your CRM, you are able to see the sales context with respect to the calls you make and receive. This helps your sales teams prioritize calls, make informed decisions and reduce call time, which in turn results in improved productivity. In addition to a host
Field encryption in forms and poor Webforms options!
Hi there! I would like to state that I am beyond disappointed with my Zoho subscription, and the manipulative way you lock important features to push people into upgrading to higher plans they won't benefit from, or into purchasing other products just to fill in gaps that shouldn't exist because they we have everything included in the bundle we already selected, which is also not cheap! I mean for example, how you lock the Encryption of fields in forms and the very poor options in the Webforms section
Copiar personalización de un CRM a otro
Buenos días! He querido copiar la personalización de mi CRM a otra cuenta "virgen" En teoría, la otra cuenta ha aceptado la copia, y me ha llegado la confirmación. Pero no se ha copiado. La cuenta "virgen" es una demo, pero por lo que he leído en las especificaciones de Zoho, no habría problema si esa cuenta será la de pago. También va de cuenta enterprise a cuenta enterprise y he quitado el logo (que también es uno de los requisitos para que no de error). Pero ya no puedo mandar de nuevo a hacer
Captcha code not accepted on Web - to - Lead Form
Hi, We're looking to implement a captcha code to our web to lead form however we are struggling to implement the captcha code correctly. On the face of it, the captcha is implemented, however when you type the code generated into the free form field, it tells me it is incorrect. This is however wrong as it seems to be entered correctly. It sometimes works on the second time, but that is intermittent. Any help would be great as we're now a little stuck as to what to do next. Code snippet below; <META
Lead to Contact within an existing Account
Anyone know how to convert a Lead to a new contact within an existing Account when the account names are slightly different? We have a law office Account who's legal entity & account name in Zoho lists all the partners however firm is primarily known by the name of the main partner so we have multiple leads with that company name. How do I convert the leads without creating new accounts that I'll then have to merge?
Zoho Sheet Leads - Pick List Fields
Hi, Is there any way to show the values of a picklist filed in zoho sheet? Meaning: I open Zoho Sheet to work with prospects and the field "Prospect Status" has some values defined, but whe I access through Zoho Sheet I am abale to load any data in the field. Thanks for your help Regards Laura
Zoho crm rest api to get logged in email address using access token
Hi, We are calling rest API and we got access token. We were trying to get logged in user email address using accesstoken. We got this rest api "https://www.zohoapis.com/crm/v2/settings/profiles" from ZohoCRM doc in response user logged in email address is not there. Which api will give this information. Reply ASAP.
V2 Oauth token generation issue
Hi, I have been trying to generate access token for self client. I tried the http post method, and i get 'invalid_response_type'. I also tried the php sdk code: ZCRMRestClient::initialize($config); $oAuthClient = ZohoOAuth::getClientInstance(); $grantToken = '1000.7c56126f557b0f1cb69cfb4a7a95b3bb.d47522df0b9800b74331df6172259749'; $oAuthTokens = $oAuthClient->generateAccessToken($grantToken); but in this case i keep getting 'invalid_client' in the reponse. I have double checked and made sure the
API POST a new record which has a LookUP field that we want just post text to that is not linked.
We are looking to be able to insert a record through an API and we have one field that is a LookUp type, however we know that the item is not in the associated table (and we do not want to add it to the associated table), how can we add the record through the Json API Call where the Lookup data is just text Do you just set the ID to -1 and Name: To the Text , let me know how this can be accomplished. Thanks Bob
Route plan and assignment
i would like to have a custom form in CRM for route planning and assignment to field sales persons. Are custom forms supported in the mobile app?
search in web form
Hi, I have one only module for customers. No leads or sales, only customers. In their fields, I have one field named "product of interest", which is one search field of the products. That means, if I add one user manually, I have a drop field in there where to choose this product. Till here, we are ok. But now I want to create one form for website, and I have all the fields available to be inserted but this one. So, in the form for website, visitors can't select/see which products could be available
Problem connetion with zcrmsdk, baseVISION.Tool.Connectors.Zoho from c#
I have managed to use postman with all the services rest api of the version 2 with success but when I want to make the communication with the api or with the sdk directly with the zoho packages ZCRMSDK, baseVISION.Tool.Connectors.Zoho or using AJAX does not allow me do the communication. Initially probe modifying in my program in C # the web.config file with the parameters that say: <configSections> <section name="oauth_configuration" type="ZCRMSDK.CRM.Library.Common.ConfigFileHandler.ConfigFileSection,
Email Parser not detecting modules
I'm trying to set up the Email parser, but when I get to the "Create New Parser" box the module I want to create the Parser in is not shown. I changed the name of my Deal's module to Allocations/Booking (as I'm using it to manage current and new bookings). However in the Create New Parser screen the only module it's showing is "Bookings draft". From what I can tell this is a module I created weeks ago that I've since deleted. How can I get the Parser to update to the current modules I'm working on?
Email access - "Permission Denied"
Hi Zoho support. I want to share privately with you a link to short screen recording which shows the actions leading up to this "Permission denied" message shown in the attached screenshot. Please reach me via email and tell me how I can send a link to
Tagging other users no longer working
We use the User tagging system extensively in our Activiites notes (we use the @ sign followed by the appropriate user name). Starting about two days ago, when we attempt to tag someone it allowed us to do so as we were editing the note, but as soon as we saved the note, the tag disappeared/broke. Any ideas why? Screenshots attached for explanation.
Add an activity after Sending an E Mail
I am trying to figure out a way to automatically add a task after I send an E mail to a customer from the opportunity screen. I would have thought the answer it would be in workflow . Action: Send E Mail and then a pop up " do you want an activity?". Has anyone a solution to this. I know its easy once the E Mail ahs been sent to add an activity manually but it would nice for it to be automatic so that one doesn't forget.
When inserting a lead or contact title in an email
When inserting a lead or contact title in an mass email template is there a way to add a the letter "s" so it is plural? This is needed because if you say for example, I am sending an email that reads, In working with other "#title" it will be singular ( no "s" or plural and it will look bad) and it needs to be plural so adding the "s" would correct that. Thank you for your assistance. It then would read when working with other IT Vice Presidents ( ie... adding in the s automatically)
Zoho CRM and SendInBlue integration
Hi, I'm using SendInBlue to manage my Leads mailing list (and some other lists not related to the Leads module). There is an extension for Zoho CRM to integrate SendInBlue; unfortunately this extension works properly only for Bulk Sync (that is all the lists in Sendinblue get synced with the Leads module) and it's not my case since I have several lists, so I cannot use it. I'm trying to figure out if there is a way to automate the sync between the CRM and a specific SendInBlue list (Sync oneway form
Non-static method ZCRMConfigUtil::setConfigValues()
When I call ZCRMRestClient::initialize($config) using the PHP SDK I get: Non-static method ZCRMConfigUtil::setConfigValues() should not be called statically in vendor/zohocrm/php-sdk/src/com/zoho/crm/library/common/ZCRMConfigUtil.php My code is: $config = [ 'client_id' => $clientId, 'client_secret' => $clientSecret, 'redirect_uri' => $redirectUri, 'currentUserEmail' => $currentUserEmail, 'accounts_url' => 'https://account.zoho.com', 'token_persistence_path' => 'zcrm_oauthtokens.txt', 'applicationLogFilePath'
Can I change the Dropbox extension folder name?
Hi, Ihave just installed the dropbox folder name. At the moment files are saved in Zoho CRM > FIRST & LAST NAME. Is there any way of adding more information to this folder like (FIRST & LAST NAME - ZIP CODE)? Thanks
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