API Search Custom Field
So We have a few custom fields in our Contacts area and I am trying to Search it using the following api URI https://crm.zoho.com/crm/private/json/Contacts/searchRecords?authtoken=MY_AUTH_KEY&scope=crmapi&criteria=((Deal Date:2/7/2018)AND(Ready To Process?:YES)) It returns the following response {"response": {"uri":"/crm/private/json/Contacts/searchRecords","error": {"code":4832,"message":"API call cannot be completed as the Criteria parameter contains empty field name"}}} Please Help!!! It is saying
Canno't fech record from Leads or Contacts (php )
Hello , I'am trying to fetch records with php but i failed and the problem is nothings appear on my console please help me guys . Added to that i had also try to create post request and always console blank and nothing happend. # This is my code Request fetch <?php header("Content-type: application/xml"); $token="my api token value"; $url = "https://crm.zoho.com/crm/private/xml/Contacts/getRecords"; $param= "authtoken=".$token."&scope=crmapi";
Industry options change on conversion
I have customized my options for INDUSTRY under Leads to four choices. When I convert a Lead and it becomes an Account and I try to edit it to change the INDUSTRY a whole new set of options are available. Shouldn't the Industry options be the same?
How to close a deal
Hi, I need help, I dont know how to close a deal that I already won and ended. The expiration dates of the deals ended like 2 months ago, and still appears in the Flow. And If I click on "Open Deals", that deals appear. How I can close those deals and not appear in "Flow" Thanks!
Tip #32: Use Custom Buttons to Execute Unique Actions and Work Faster
Hi folks, Following our Zoho CRM - Tips and Tricks series every Thursday, we are back today with a quick tip on Custom Buttons. Create, Edit, Convert, Send Email, Clone... These are some of the standard buttons that you see inside Zoho CRM. Each one of these buttons is intended for a specific purpose and upon clicking, they invoke and execute the action. But picture this - when you are following up with your deals, you want to send the price quote to associated contact once the discount gets approved.
Changes made to Lead , especially Lead status should be tracked with the time stamp included.
Hi, Is there a way to see the complete history of changes made to the Lead? For instance , the Lead status which was "attempted to contact" at 2:00 changed to "contacted" at 2:50 .
"Stores Near Me" feature in Zoho CRM mobile app showing incorrect stores
Has anyone experienced issues using this feature on their mobile crm app, and the incorrect store will show up on the map? We have had a couple incidents where the sales rep would start planning all the store visits in his local area, then an incorrect store would pop up on his map. I have verified this is the case, and ensured that the addresses are indeed correctly entered in Zoho.
Information contained in the email, direct to account registration
I get daily process progress in my email (about 200-300 per day). In my zoho crm system, I have registered all my processes in the tab of accounts. I'm looking for a solution so that when I receive an e-mail from an update regarding a process registered in my system, the system itself can launch as a task within that account registered in my system. However the custom script / function has to map the contents of the email to find the process number (Ex. 00015099720105020045) to locate in my system
Layout rules with required fields
Our layout rule with hidden required fields is broken all of a sudden. It was working perfectly for months, now it displays all required fields by default, ignoring the layout rule. Did you change something recently? Please change it back.
Sending emails to people in reports
Hi, Had a look around and nobody seems to have the same issue. So I generated a report based on activity with our mass email campaigns and I wish to send an email to those who have clicked on our link in the email and have not opted out from our campaigns - I now wish to send the people in this report another email that is more specific. For this, I need to be able to access the emails module from the mass email section of Zoho CRM. Has anyone got a workaround for this other than sending them individually?
Field level Validation
Have created a Field(singe line) in contact module with Min width of 13 digit,Now i need to check on the duplicate and system must not save the field data in case if the sale person update within 13 digit.Is it possible ? thank you
Syncing wordpress data in to the ZOHO CRM
Hi, I want to sync my real state wordpress contract and property content in to Zoho CRM. Here is the some point I want to implement, Please let me know is this possible or not 1. Uploading new properties in Wordpress including pictures (is what i do) 2. Syncing all fields to Zoho a. Owner contacts to Contact module b. Property details to property module c. In property module create 5 fields with formulas d. Sync result from formula fields back to WP e. Ability to turn listings on or off in WP from
Create automation involving two or more modules
If it only involved one module it would be easy to do with a rule, but I want to involve two different modules (tasks + accounts) and cannot find a way to do so because I am not technical enough to be able to use custom functions. What I am looking for is a way so that: 1) Every time someone closes an activity; 2) If the expected closing date has not been changed within the past 30 days; 3) And if that account is on certain stages; 4) Prompt the user to update the expected close date field (mandatory).
Error 553 Relaying disallowed laravel
I try to send email with right accest in .env but i have this error. Expected response code 250 but got code "553", with message "553 Relaying disallowed as "info@7days2go.com" <hello@example.com>
I lost admin password
Hi. i lost the password of my other email. It is an administrator email, fabricio@superrota.com.BR. No phone registered. How to proceed?
Account is disabled
I have added a user to CRM from the super admin and send a invitation. However, the user cannot accept the invitation and when going to the CRM all we get is a little text in the browser saying : Account is disabled When looking in the CRM under active users it clearly states that the user is active and an administrator.... as far as I know and can see this user is just part of that single organisation, but I find it hard in ZOHO to really confirm that. At this point I am lost where to look.
Email template
When creating a new email template in Zoho CRM (enterprise version), is it possible to import html code ?
Don't just communicate with your audience, connect with them.
Hey Folks, The best leaders are made, not born! I am happy to invite you to a Sales Leadership webinar series sponsored by Zoho CRM. We are partnering with Israel Greene from the renowned John C. Maxwell team for a webinar series focusing on developing your sales leadership skills. He is a certified speaker and expert on leadership development. He'll give us some practical advice on what today's sales leaders need to know to lead their team well. From this series, you will: Learn and master leadership
Now save a draft version of your Blueprint's process flow!
Hello everyone! We are very happy to present to you, the following enhancements in Zoho CRM's Blueprint. #1 Save a Blueprint as a draft It so happens that sometimes you are not ready to deploy your final Blueprint into CRM yet, and you need to put some more thought into the process flow. When you publish a Blueprint, you will begin having records entering it - so it's not a good idea to deploy it before it's ready. To help you with this, we have come up with an enhancement in which you can save a
BE CAREFUL: Blueprints can damage all CRM database
As many people testing the Blueprints, we have learn by experience that after created a Blueprint any record that gets into it's transitions is gonna keep that version until it gets out of the whole Blueprint. Any person testing must be aware of it. It's complicate until it happens. We did a Blueprint to run on all Contacts. Now we have hundreds or thousands of records into it. Delete the Blueprint is impossible until all records get out which can be impossible. All videos and help sites about Blueprints
Latest updates in Zoho CRM this November!
Hey everyone! The latest couple of updates in Zoho CRM includes the introduction of Users Layout Customization and the enhancement of Trend Dashboards. Read further to learn more. Customize the Users Layout in Zoho CRM Traditionally, when you added a new user to your Zoho CRM account, you only had a standard set of fields such as name, email and role. Say you wanted to add a few other specific details of the user, such as their enrollment number or Joining date, this wasn't possible. That's not
Stay in touch type of campaign
How would I go about creating a "campaign" that would call for a 2 year touch type of program including texting (not auto) every 15 days, social media direct messaging every 30 days, phone calls every 60 days etc? Is this best done in Workflow? I have been using Infusionsoft in the past and it was easily done in Marketing Campaigns. thanks
My FREE Version cannot be accessed
My free version has disappeared? I see my account ID and can sign-in, but none of my data is available. I DO get a message that my CRMPlus trial account expired but I never signed up for that. I hope that Zoho is not forcing Free users to upgrade?????
Removing States from Blue Print
Currently ZOHO CRM does not support removing or editing states from blue prints. The entire purpose of a blue print is so that you can implement, monitor and improve work flows. So if for example, you have created a blueprint and then after using it you
Inserting record in lead
Hi there, i am new to zoho crm api, While Inserting record in lead, in the xml data if i removed the row tag and tried to post. the result response was like this "<response uri="/crm/private/xml/Leads/insertRecords"> <result> <message>Record(s) added successfully</message> </result> </response> ", but i didn't found that record in lead module. is this the right way to do this
Selecting Search results no longer opens new Tab
As the title says, when selecting a search result from the drop-down options no longer opens a new tab. I was talking with somebody in Zoho Chat this morning and apparently this is a change Zoho made. They said they would notify their developers. I'm very disappointed in this change, and so are all the users at my company. Being able to stay on your current tab and open a new tab is a very good and productive option. I don't see why they would take this away; at least give us the option to choose
Community Digest - January 2018
Hey folks! January has come to an end and here's a recap of the highlights of the month. You'll find some great tips and hacks to use your CRM effectively, some custom functions and other useful discussions. Also, as many of you might have already noticed, the Community has transitioned its platform to Zoho Desk. The powerful software brings together an appealing and user-friendly UI. If you haven't taken a look at the all new Zoho Community platform, check it out here! Community learning series:
Input on PhoneBridge Service for Zoho CRM
Hello. I am looking for feedback on a PhoneBridge provider to use with Zoho. Any feedback - good/bad with service or cost with these? Thanks in advance!
Great Plaines integration
Does ZOHO integrate with MS Great Plaines accounting software?
Contacts
My needs are to have contacts organized alphabetically by Last name and be able to print etc. Currently sorting options are ascending/descending by First Name, how can I change and keep as default?
Deals this month vs same month last year
Is there a way to create a report that shows deals closed this month (with subtotal) vs. the same month prior year? And would this require the Zoho Reports add-on?
Former Employment History and Using as a Related List
We are a Professional Services firm wherein our BD efforts are often driven by establishing tangible links between current "targets" and our existing clients or contacts. For this reason it is crucial that we can maintain data on former employment (and other items) as our client contacts often move from one firm to another which actually creates new opportunities for us. Though I realize I can create a picklist or checkbox to segregate which contacts are current or former employees, but I do NOT
CRM Hack #25 : Adding a numeric formula field when the number of permissible numeric fields is exhausted.
Dear Users, Formula field is an extremely useful utility in Zoho CRM. It does the required calculations in the back-end thereby saving the hassle of performing them manually. Formula fields are mostly numeric and the hack I’m demonstrating today is a suggested workaround for a limitation faced by quiet a few of our customers.The hack is applicable for the professional and enterprise CRM editions and I'm sure you'd find it useful. Adding an extra numeric formula field when the number of permissible
LEAD Ownership
Is there a way that you can MASS UPDATE the Lead Owner Field? I am importing from a CSV thousands of leads and I would like to assign them in bulk to certain saile people. Is there a way to either MASS UPDATE or even better, how do I know what LEAD OWNER ID to enter for a specific person? Is it a number? I tried thier names and that does not work, it seems to ignore it and still assign me as the owner since I imported those leads.
CRM Spam
I am getting quit a bit of spam on my CRM form any suggestions?
Sorting Contacts alphabetically by Last Name
How can I sort contacts by Last Name and make default for printing etc.? Current default options are Ascending/Descending only by First Name.
NO ME PERMITE GUARDAR CAMBIOS.
Hola, he estado teniendo muchos problemas para guardar cambios en mi cuenta de ZOHO CRM. Puedo acceder, pero al momento de guardar un nuevo contacto, cuenta, actividades, etc... No me permite guardarlos, al dar clic en guardar la pantalla se queda congelada. Lleva varios días este problema, a veces funciona pero mayormente no. ¿Hay algo que pueda hacer? Gracias.
Ask the Experts: Q&A session on Blueprint in Zoho CRM
Hey folks! Welcome to the first Ask the Experts session of 2018! We're kicking off this year with one of Zoho CRM community's most popular topics—Blueprint. Blueprint is one of Zoho CRM’s most efficient features:It helps you design and define your sales process at every stage. The simple drag-and-drop interface makes it simpler and easier to visualize your process flow. Blueprint covers everything an user will need to move from step to step, and it bundles the configuration neatly. If you've
Nested IF Statements with && for determining IF greater than and less then help please
I have a currency field in Potentials called 'Initial Opportunity Value'. I'm wanting to create a new formula field that gives a simple number score, based on a banding of values for which the 'Initial Opportunity Value' will be populated. So: If Potentials.Initial Opportunity Value is greater than or equal to £1 & less than or equal to £2500 then equals 1 OR If Potentials.Initial Opportunity Value is greater than £2500 & less than or equal to £10000 then equals 2 OR If Potentials.Initial Opportunity
Impossible to build views across multiple modules
We have been testing ZOHO ONE and were quite impressed with the functions. Generally it would offer all feature we need. Even if not really integrated with other modules (see e.g. CRM and Campaigns) we think ZOHHO is on a good way. What we can´t understand (and which is a complete show stopper for us) that it isn´t possible to retrieve data across various modules or even related lists within the CRM. It is not possible to select all Contacts, with a sales order greater 10,000 AND with no open tickets
Next Page