Standard users cannot view Accounts (but have been given permission)
Hello, I've explicitly given my Standard users profile access to view and edit Account however when select the tab they are unable to view the accounts list. Why is this? Thanks in advance :) Neil
CRM developers??
Hi, Are there any CRM developers on this forum that offer their services (for a cost) to build Zoho CRM as per a clients business needs?
How dow we close/disqualify bad leads.
I have leads that have either left their company, or they are simply not interested anymore. How can I close/disqualify the lead without deleting their information?
Outlook 365 IMAP issues with CRM - Hot Tip
Hi All Wanted to share this 'Hot Tip' case with all CRM users who have integrated their Outlook 365 with Zoho CRM via IMAP. This may also save you hours of frustration. We had a client case recently where they were getting very frustrated with emails not showing in CRM that had been sent from their leads and contacts in CRM. The SalesSignal was showing that an email had been received however the Email 'Messages' area at the top weren't showing the email received. Also when they checked the contact
Help... i cant delet mails in crm salesInbox
anytime i try to delete a mail, mail is deleted, but in seconds mails are here again! Any idea Thanks Rolf
Import Invoices
Hi All I keep getting this error when trying to import invoices. Child record not found. - Invoice ID i imagine i m creating new invoices i can create any invoice ID as unique number right?
Python - Unable to parse XML data
I am trying to insert data into contacts, but I am getting this error. Can anyone help what is going wrong b'<?xml version="1.0" encoding="UTF-8" ?>\n<response uri="/crm/private/xml/Contacts/insertRecords"><error><code>4835</code><message>Unable to parse XML data</message></error></response>\n' Here is the code: import urllib.request authtoken = '####################' params = {'authtoken':authtoken,'scope':'crmapi','newFormat': '1','xmlData':'<Contacts><row no="11"><FL val="CONTACT NAME">Hannah
IMAP question
Hi, I have two users in Zoho CRM. One of them, has inbox IMAP account configured to view the inbox of the corporate mail account. The IMAP has been configured so that the other user can send mail from corporate account. During some days, mails have been sent from both users to contacts and potential clients, so when enter one contact or potential client register, in the section 'email', all emails sent to that contact appear and can be viewed. Lets say user 1 has the inbox corporate mail account
Spam through Webforms - Captcha is bypassed
We are getting lots of spam emails through the Zogho CRM we forms. Spamers are bypassing the Captcha and Terms some how. When we contacted Zoho they says that there is no solution as it's a known issue. Onlythign they can do is to block the senders IP and which is not a good solution as spammers sends from different IPS. I wonder how zho forms are so vulnurabile and you are selling this still. Forms are submitted with below vaues and its clear that spammes are bypassign these values. I agree the
Zoho CRM for Touristic Administration
Hi, I'm currently working with a client, who's looking to administrate his hotel & resort with Zoho CRM. The system is mostly defined. The problem is the products module. My client has 3 types of products (Services, actually): - Activities - Transports - Rentals Activities and transports are easy to administrate. Problem is with rentals. A rental can be either an Accommodation (The whole section of the hotel), a building (A house or a building), and rooms. I need all 3 of them (Accommodations, buildings,
Inserting calls as Open Activities [API 2.0]
We are using the Zoho REST API (2.0) to submit calls to our ZohoCRM instance. All calls are created as closed activities instead of open activities. As these calls are scheduled for the future, being closed isn't useful to us. I have tried all the fields available in the documentation, including a few not documented, with no luck. The request I'm making looks like: Request: curl "https://www.zohoapis.eu/crm/v2/Calls/" -H "Authorization: Zoho-oauthtoken [redacted]" -d "@call.json" -X POST call.json:
Add Button in Zoho CRM that Launches Creator App.
Is it possible to launch a Creator App from inside Zoho CRM using the Create Button? Also I would like to pass the Company name to the Creator App and have it automatically fill in the Company pulldown field in my Creator app (which is a CRM Integration field). I have code on the integration field that pulls the rest of fields to auto-fill the form. Any help would be appreciated.
How do I add back/find a standard module?
Help! I'm new to Zoho CRM - I've managed to delete (or can't find) the standard Quotes, Invoices, Sales Orders and Purchase Orders modules. How do I add back/find? Many thanks JG
Workflow for Automated Deal follow up
Hi, we want to set up a workflow for an automated deal follow up on deals that got a quote already. It should look something like this: On deal: If last activity date > 10 days and scheduled activities are past due then send quote follow up email #1. Create and close task to update last activity date. I just can't see scheduled activities to deals and check their dates to create a condition to do my automation. Is there any way to do that? Thanks Michael
IMAP configuration
Hi, I am trying to incorporate Zoho CRM to my company, and I have a problem. I will try to explain it: My company has a mail account (i.e info@company.com). And there will be two users in charge of the CRM, each one with his own personal email address, outside the company (i.e @gmail, @hotmail). Both are administrators. When the first user logs onto ZohoCRM, goes to Configuration, Channels, Email. There, he configures IMAP, with the info@company.com data for account, server, SMTP, etc. From then
How do I delete a record from my custom module?
This is my code: attList = zoho.crm.getRecords("CustomModule3"); for each myatt in attList { Record = map(); //Delete the attendee attendeeId = myatt.get("CUSTOMMODULE3_ID"); Record = { "module" : "CustomModule3", "id" : attendeeId }; deleteResp = zoho.crm.invokeConnector("crm.delete", Record); } I'm not getting a response and I dont understand what im doing wrong.
"Read Only" option not available in Shared Data?
Hello, I´m trying to set some permissions for shared data, for example products, so vendors can see products but not edit them or eliminate them. The option of "Read Only" doesn´t seem to show up, I don´t want my vendors to modify products or eliminate them. The picture is in spanish but you get the idea. Any hints of why is not showing up?
V2 Bulk Read Data discrepancy with picklists
I am using Bulk Read API to download all my modules as zip files. Until recently it was downloading correctly. But when i checked this week, I found out that some of the columns with data_type "picklist" are now returning ids instead of text. For example, in my Accounts module there is a column called "Shipping_State1". In earlier exports for a row it was a "OH"(text value). Now in newer exports the value is and id- 1504648000011500181 for the same row. I tried with Fields API to match the id with
CRM - Custom Module
I have created a custom module name "Properties" where i store details about land,house,etc... From the canvas view of properties i want to select properties and mail their details to some of my CRM Contacts. To do this i have try to create a custom button(with custom function) to send a mail but i am having some issue: 1) How to open a popup and select the contacts to whom the properties details will be send 2) How to retrieve all selected properties details from within my custom button : I am
Zoho Community Meetups - August
Attend these meetups to: 1. Get a better understanding of Zoho CRM 2. Network with peers in and around your city 3. Meet our product experts and partners and get your questions clarified Register for a meetup in the city closest to you by clicking on the date of the corresponding meetup: USA Novi Cleveland Indianapolis Minneapolis Chicago Aug - 3 Aug - 7 Aug - 9 Aug - 14 Aug - 16 South Africa meetups Johannesburg Cape Town Durban Aug - 1 Aug - 7
Zoho CRM Meetups - July
Hi! We're glad to announce a fresh set of Zoho CRM meetups spread all over the US and a bunch of other cities around the world. At each meetup, we'll gather as users, product experts and partners to discuss tips and tricks, gather feedback, network and learn from each other. The goal of these meetups is to, 1. Get the Zoho community together both online and offline 2. Enable our community members to get a better understanding of Zoho products 3. Create an avenue for our community to meet product
Mass delete campaign from member status
Hi, is there anyway to mass delete a campaign from member status? We have a big list of clients that were added by mistake to a campaign, but I can only delete them one by one from the campaign. Thanks.
Problem identified with adding contacts to an event
We set up external meetings via CRM by adding related contacts to the event. When in the event you can search for via those contacts you want to invite via related contacts and identify the correct contact by clicking on the button on the left of the contact. By clicking on that button, the contact is added (or should be) added to the event. I have reported this issue twice on the chat and it remains unresolved. Can someone explain how you set up an event and add a contact to that event if the select
Setting up Zoho for my business
Hello guys, would like to get some tipes as i'm having difficulties implementing my business Logic using CRM. Background: My business is 100% lead generation and distribution to multiple partners. We generate leads for multi industries from various sources, capture it in CRM, and then using webhooks functionality to fire the data to our partners systems. Who/What is partners? Partners - People we are doing business with, mostly SMB’s with a single point of contact. we send data (leads) to the partners
Accounts with no Calls
Hello, Is it possible to create a view/report (or anything), that can show me which Accounts have not had a call recorded against them within a certain timeframe, or ever? This seems like it should easy but I can't find a way to do this. Thanks in advance.
Community Digest - July 2018
Product announcements TLS v1.2 upgrade and client component update for Zoho CRM Introducing server-less functions Learn more about the recent feature enhancements: Upload files to records, integrate Zoho CRM with Zoho Meeting, and more here. Zoho CRM Meetups July's Meetups on Making the most of Zoho CRM focused on several important CRM features including Email Integration, Outlook Plugin, Layouts, Version 2.0 API, SalesInbox and Subforms. In continuation with this, several Zoho CRM meetups are
CRM for associations?
I am the actuary of an association with approx. 200 members and was wondering whether anybody is using Zoho CRM for typical tasks: Keep track of members (entry date, payment of membership fees) Keep track of board members Keep track of events (member meetings, excursions, etc,) and attendance of such events Sending out invitations to all members Sending out invitation and communications (minutes, letters, etc) to board members onlyCRM offers much more features than necessary for such simple administration.
Simple formula question / Template conditional statements
I want to achieve to return something else than "true" or "false" in my email templates sent to clients. I have a check-box in my module that indicates if an activity is completed or not. I'm checking if a formula can be my solutions, but are struggling to create the right syntax. In English the syntax would be something like: If checkbox ${CustomModule1.Client Payment 1} is true, then return "Payment received", if not, return "Payment not received yet". How will this formula syntax be? What I really
Email sharing settings
Hello, We are currently syncrhonizing our mail accounts (gmail) into Zoho. The problem is that the emails I send to my colleague (who is a contact in the CRM) appears there. I'd like to exclude internal emails from the synchronization, is that possible?
Making calls from a laptop
What would I need to be able to make phone calls from zoho on my laptop. In other words using my laptop as the phone. What would i need as far as extra equipment, software, services, etc. I already have a zoho account.
Group of Companies
Good afternoon, Can the CRM be used for a Group of companies with subsidiaries?
Filter Account by Product
Is there a way to set a filter on products in the accounts view? I understand I can go to products and then see the associated accounts but that doesn't allow me to filter the accounts further. I need to filter on the accounts view. Thanks!
Higher Logic
Hello- Has anyone used an intergration with High Logic community software?
auto account creation
Hello I am looking for a function that will create multiple accounts automatically For example I create a new account and select in account type parent, this will initiate work flow that will trigger creating under this account 1.2.3.4 (NO. I SELECT) Member Accounts Do you have such function example to share Tnx Daniel
scripting help, please
All, I'm very new to scripting. Here's my situation. I want to create a function that works like the Convert button, but instead of pushing the data to Contacts and Accounts, it pushes it to Contacts and a custom module that I've built called Recruits. Here is the script. The first part of it works well, but it will not place the data into a recruits record. Details = zoho.crm.getRecordById("Leads",leadId.toLong()); //info Details; tp = Details.get("Type"); if(tp == "Provider") { mp = Map(); mp.put("Name",ifnull(Details.get("Name"),""));
Marketing Campaigns and Drip
Hello, We would like to create specific marketing campaigns in Zoho. We want to create an automated sequence of emails, for specific scenarios. For example, a campaign that offer a 10% discount before a quarter closing. We'd like to let the control to sales reps to add a lead or contact to a campaign that is built to send a sequence of emails. Which tool is more appropriate to do that?
How to associate more than one contact to a Potential
Hi there...we have several Potentials where the client has asked us to copy in several people on all communications. When we initiate an email from the CRM, only the "Contact" associated with the potential populates the e-mail send-to field. Is there a way to associate more than one Contact with a Potential? Thanks!
Image Custom Field
Is there a way to build a custom field that can store an image. What I am looking to do is display a specific image based on the results of another custom field that we are using. We have a custom field called ACCOUNT STATUS. I want to have another custom field that can display a specific image based on what's in ACCOUNT STATUS. For example if ACCOUNT STATUS = LOCKED then show a red flag icon, but if ACCOUNT STATUS = ACTIVE show a green flag icon. Is this achievable? Thanks!
How do I change a contact picture?
I used to be able to add a picture to each of my contact - where is this option now? I am attaching a screenshot for example. I want to change those contacts pictures to something else.
Version 1.0 of Zoho CRM APIs
Hello, Actually I'm using ZOHO CRM API in version 1 for all my systems. If in Dec 31, 2018 this version will be deprecated, I'll can to continue using this version after of Dec 31, 2018 (January 2019 for example)? or Only there will not support for it? Thanks!
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