Simple Button script doesnt seem to make a deal
Good Morning Im eventually trying to copy all custom fields in contacts to deals, but I cant get this simple button script to make a deal. As you below im just putting a hard coded string into the fields, but it still does not create a deal. Arguments = module_id = contact_id ========== deal_map = Map(); deal_map.put("Potential Name","Bob Jones"); deal_map.put("Deal Name","kelley test"); deal_map.put("Stage","Reviewing"); deal_map.put("CONTACTID",module_id); zoho.crm.create("Potentials",deal_map);
How to add "Line Break" in Pick list Field in Quotes / Sales
Orders / Invoices ???
Hi I need to add line breaks within several Pick list items in my Quotes / Sales Orders / Invoices ??? I have tried using the regular html codes for line breaks but nothing works. All I get is one line of text for each Pick list item I have tried all of these: /n /r <br /> <br> <br/> Hope someone can help
How to create lead with specified layout using php api
hi i am using php api to create leads, but i need to create lead with custom layout, i have searched in google and found the below script but i won't work. Kindly help on this issue. $xml = '<?xml version="1.0" encoding="UTF-8"?> <Lead> <row no="1"> <FL val="Layout">2907483000001189001</FL> <FL val="First Name">'.$fornavn.'</FL> <FL val="Last Name">'.$efternavn.'</FL> <FL val="Email">'.$email.'</FL> <FL val="phone">'.$phone.'</FL>
Location of hosting of form responses & Data Processing Addendum
Are responses to forms created on zoho.eu stored only in the EU? Also, please would you provide me with the official data processing addendum for the UK / EU? I cannot find it online. Many thanks.
Unable the populate data in "After subscription login Count"
under Active Subscription
Hi, I have customized field of "After subscription login Count" under Active Subscription in Contacts module. Our requirement is, after customer taken the any subscription plan from our website, then how much time(in number of count) comes in our website? Regards, Nagnath
searchRecords API not returning all matched results
We have been retrieving a list of all potentials with a stage of "1. To Quote (requested from COPs)" and it has been working perfectly for well over a year. However, today, it has not been returning all the results. I am pretty sure it is not our query at fault as we haven't changed anything. Has there been any updates to the API recently that might mean we need to change our request string? Regards,
Create task for untouched leads
Hi! I would like to ask if Zoho CRM is capable of doing this: If the lead is remained untouched for 2 days or above, can it automatically create a task (for example: "Check this lead" task)? Maybe a custom function? Thanks
Parent Account Field not an option on Conditional Layouts
I use Parent / Child account relationships. I'm trying to use a conditional layout if the Parent Field is empty but the "Parent Field" is not an available option. Any chance it could be added? My Scenario On my Parent Account I show a section with all "Related Sales Orders" for all the child (member) account sales orders. I do not want this "Related Sales Orders" Section showing if the account is not a parent account as it is redundant.
Lookup to Multiple Modules
Using Enterprise Edition. I'm creating 3 primary modules: Properties, Companies (will consist of everything form vendors to business entities that own properties), and contacts. Within the property module, I want to create a lookup field for the current owner of the property. This could be either an individual or a company (business entity). This field will be the field used to pull mailing address information for direct mail marketing. Is there a way to create a lookup field where you could select
SECURITY Loophole - ZohoCRM Outlook Plugin - Contacts Syncs
There are 2 ways to sync contacts with ZohoCRM, which we use: 1. Office365 integration and 2. Outlook Plugin for Zoho CRM Outlook Plugin offers many additional features for Outlook users (which Office365 integration doesn't) and therefore is very much needed. THE PROBLEM IS WITH THE CONTACTS SYNC OPTION. INFACT A MAJOR SECURITY LOOPHOLE. WITH Outlook Plugin, the end user has the option to sync ALL CONTACTS that he has access to and NOT just the ones owned by him. And there is NO WAY for the admin
Can't run workflow rule on a lead created from a form submission
I have a form created with Zoho Forms on our website. The form when submitted creates a new lead in our CRM with a specific name in our "Lead Source" field. I want to use a workflow rule to create an action if that field matches what is submitted from the form, but the workflow rule does not trigger. The workflow rule is On Record Action; Create -> Where Lead Source = Buyer's Guide.-> Send Email. The workflow never triggers when a lead is created from the form, but it does work if a new lead is made
Using Campaigns to Promote Event, but want a registration form so I know who will attend...
I am using ZOHO Campaings to promote a meeting/event we are going to have whereby people will attend the meeting in person at a venue (not a webinar). We want to use Campaigns to send invites and market the event, but we want to be able to have the people who opt in to attend the event fill out a REGISTRATION form so we can have an accurate headcount and name of who is attending. Our event will require a headcount for meals and for an after event baseball game (where we have to purchase tickets).
Contact photos missing
I used to be able to insert a photo in a contact record, but now that seems to have disappeared. Have they taken that away? Being a photographer it was one of the key features that made me decide on Zoho CRM
Insert Record in Json Format
Hi , Here in API documentation of CRM inserting of records has been shown only through XML, Is there any way to make it JSON format . Immediate response is appriciated.Thank you.
I can't get my apikey from eu servers
I try with https://eu-accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCreator/creatorapi&EMAIL_ID=user@domain.com&PASSWORD=pass and I get this response #
#Tue Mar 15 13:45:23 CET 2016
CAUSE=GET_METHOD_NOT_ALLOWED
RESULT=FALSE
Insert call with account/deal/campaign
Hey guys! I am using JS SDK (http://help.zwidgets.com/help/v1.0.2/ZOHO.CRM.API.html#.insertRecord) Trying to insert a record associated with account deal or campaign. I can easily do it with account, but can accomplish others. Call_Start_Time:"2018-07-06T08:03:02+00:00" Call_Status:"Received" Call_Type:"Inbound" Description:"From: anonymous To: 02034631297 GUID: 01646da3-f4f9-4027-a9b6-f6a1c4178fa8" Subject:"Inbound call on NVM Cloud 4" entityid:"3260162000000289003" entitymodule:"Account" this.ZOHO.CRM.API.insertRecord('insertRecord',
Dates backwards on CRM Home Dashboard?!
Why is the default for events and tasks UPSIDE DOWN in the CRM home tab? Who in this world needs to know the LAST event of the day at the top of the list? Yes, I know I can go and click both the event and the task column every single time I goto the home dashboard but WHY is this not a settings option? still shaking my head at this one.
Bulk add notes on contacts, leads, deals, etc...
Hi there, I would need to bulk add notes to contacts or leads, and this feature might be useful also to deals, campaigns etc Example of use case - I review my leads, and based on the scoring, I decided not to contact 10 of them: bulk selection > add note "I reviewed this lead, and the scoring is too low to take action" - I review my deals with my sales manager, and I want to mark them as reviewed during our monthly review > bulk select > add note "Deal reviewed during monthly meeting with John"
Button to Inherit Contact Addres from Account Address not working
Hi All, Having some issues with a code to inherit the address from an account to a contact. Have the below that's on a button however can't save as it's coming up with the below error message. Any help anyone can offer would be appreciated. Failed to
Trying to configure IMAP integration in CRM results in CONNECT ERROR
I am sure my account works fine (in Outlook POP3 and in Andoid IMAP) but I am unable to make it work in the integration. I have tried all the options. When I update the configuration, it begins to turn around until I receive the message. Antyy suggestion? Thanks in advance.
Data Computation
Hello, we are planning on moving our entire CRM to Zoho and as such i have been doing an experiment to see if it will be a good fit for us. I came across a challenge where am not able to automatically compute figures. For instance i would like to be bale to charge a VAT of 18% on products but i have so far failed to do that......anyone here with a better way of including formula in data fileds?
Unable to set Lead Owner using Zoho insertRecords
Hello, Following is the xmlData i am using to send a insertRecords request to add Lead XElement xml2 = new XElement("Leads", new XElement("row", new XAttribute("no", 1), new XElement("FL", new XAttribute("val", "SMOWNERID"), myuserId), new XElement("FL", new XAttribute("val", "Lead Owner"), myemail@email.com), new XElement("FL", new XAttribute("val", "First Name"), FirstName),
migrate from Act! to Zoho
I would like to migrate the basic Act! fields including Notes and Activities from Act! to Zoho CRM Please provide most competitive price and time frame
Community Digest - June 2018
Product announcements Enrich your data with Zia. Zoho CRM Meetups Join the Zoho User Groups and attend the meetups in the city nearest to you. These community meetups are happening in several cities in the US, Australia, and APAC regions. User meetups are great avenues for you to connect with peers in your city, with product experts and Zoho partners. Follow this link to register for a meetup. . Partners' Speak This portal showcases educational resources shared by our partners that include tips,
Setting email opt out field in a web form
Hi, I'd like to manually set the email opt out field in a web form. What values do I have to give the hidden input field associatd to Email Opt Out. I've tried a few combinatiions, but none seems to work. <input type="hidden" name="Email Opt Out" value="??????"/> thks, a
Syncing Contacts based on Contact and Account Criteria - Not working
Hello, We need to be able to sync on two criteria which just is not working. The sync is scheduled to run every day, it ran once and never ran again. The conditions are: ZohoCRM.Accounts.BusinessUnit == "Business Unit A" AND ZohoCRM.Contacts.DecisionMaker = True These two fields are custom fields, and they map to custom fields in Zoho Campaigns. Additionally the software is buggy. It lags and hangs frequently. We're not overly happy with this product and there is no direct support button.
Direct view of all and personal events graphical in the system.
Hi, Is it possilbe to get a view with all events for each person and the hall team direct i the system? Is it possible to setup a nice graphical view of this? Kind Regards, Maria
Email automation
Hi I am new with Zoho CRM and I have an issue that someone may know how to solve it. I am trying to create a workflow in order to send emails. My company have some kind of yearly subscriptions, and we want that a month before this subscription ends, an email is send to a contact person (or many persons). The point is that: -we have every contact filled -each company have some contacts associated -each deal (subscription) have a company associated. What i want to do is create a workflow "action" to
Lead Source Tracking in web forms?
How to get the Lead Source by default?? In other words we want to check inbound leads on basis of their sources, like paid,organic and so on?
Tracking Original Source Type like Hubpost??
We want to want to categorize all the leads in the following format: Organic Search Referrals Social Media Email Marketing Paid Search Paid Social Direct Traffic Other Campaigns Ref doc of hubspot: https://knowledge.hubspot.com/articles/kcs_article/reports/what-do-the-properties-original-source-data-1-and-2-mean Anybody know here how to get this in Zoho???
Date filter in Leads module
Hi, How do I fetch Leads or any other modules based on a certain date time filter? Regards, Saha
Cannot view SENT IMAP messages in SalesInbox or my Email client.
Hi, when I send mail from Zoho CRM to my clients, the messages do not show up in the 'Sent' folder in SalesInbox or in my email client, which is a huge problem. I use a third party IMAP server which is synced with Zoho CRM. Incoming mail works fine, but I cannot see my sent messages anywhere, nor do they show up in my email client. Is there a solution to this? Best regards, Joel
Applying products to a quote
Hi everyone I am in the process of setting up "enterprise zoho CRM". I have set up a list of products, we only have 20 or so. When i then go to create a quotation, the products selection is not available. I can create new product in the quotation section but cannot see exiting products? Not sure what to do next. thank you
Conditional display of fields in Account screen based on Booleans
It would be really nice if you could set-up some conditional display of fields in the account screen based on booleans or other logic tests. We capture a lot of information that is not applicable to all accounts so it would be useful to be able to hide those fields until a check box is selected, to avoid having a really long screen of inputs. It would be also nice if this was extended to other logical tests - like if Shipping Country is X then display these fields Just a thought
HTML Field
I would like to have an HTML field where I can pass HTML and it will be interpreted like HTML not text
Can I create Custom related lists for each module layout
I have 2 layouts. 1 for B2B and another for B2C. That being the case, the related items that need to be shown for each of these is quite different. Is there a way I could show 1 set of related items for 1 layout and another set of related items for the other layout?
"Hide Details" on reports should actually hide lines
It appears that selecting the "Hide Details" on any detailed report simply clears the data out of the record lines, but leaves the lines there which you must then scroll through anyway. Any effort to make this feature actually beneficial?
CREATE OR UPDATE FROM CSV TO ZOHO CRM MODULE
Dear all, how are you? I have these CSV file. I want to use it to create or update records in a CUSTOM CRM MODULE once a day. Is that possible? Your help will be great :) https://docs.google.com/spreadsheets/d/e/2PACX-1vQCJD1f6k-an3xe3MxiHUBtQWzlBNQdHKCCH0uyQRQz6Cf4xVd64cfz6X5V_O28kLyBE3Fged0S_j9P/pub?gid=1693393276&single=true&output=csv
Email Templates - Link to Record
Hi Is there a way if I create a email template (for eg. template is sent to the owner of a new Contact) is there a way I can make it link back to the said record. So, Joe received a email stating Hi Joe A new contact - ${Contacts.First Name} ${Contacts.Last Name} - has been created. Can you please follow up within 7 days. I would like ${Contacts.First Name} ${Contacts.Last Name} to be a link to the contact record. Is this possible? Also, if you open the email on your iphone, is there a way for
Exporting accounts pulls all contacts as well
I am trying to export our accounts to do some additional analysis, but the export pulls all our contacts as well. Is there a way to only export the account module and not have contacts included?
Next Page