zoho crm take too much time when inserting data from third party mobile app using zoho api
Our team is using you crm for developing a mobile application. But there is one problem with the data insertion it takes too much time to process. It takes upto 2 to 3 min to fetch the data which was inserted. Please suggest is there any other (faster way) for the process. Because its making the mobile application really slow.
Problem with accessing CRM
I have received the invitation to join CRM from my company admin but get an 'account disabled' message when I put in my email and password. We have tried deleting my account then setting it up again, lots of repeat invitations, change of password, several different laptops, ipad app, going out and using someone else's broadband connection, with no joy. I can access my zoho email but seem destined never to use the CRM - Any advice welcome.
Web form
I have created a web form for my wordpress page, and since it is published we get a lot of boots as leads. In the forms I had before that did not happen, how can I fix it?
Error Exceeded Maximun Allowed Authtokens - MS Outlook
Hi, I had the known issue of exceeded maximum authtokens. I proceeded as explained (go to Zoho Account, delete authtokens so I have only one or two left). Now, when I enter mail and password in MS Zoho connection window, nothing happens. I mean, fields get empty, and I have no feedback. And I can no longer use Outlook, because Zoho is enable to connect... What should I do ? If I unsinstall / reinstall the plugin, will I lost all my synchronization history ? Rgds Jean
How can i add serial number in the Account ?
Hello Team I would like to add one field to the Account and to be able to choose a serial number out of my inventory. Currently, even my CRM is synchronized with Inventory, Please advice
In workflows add when "Create OR Field Update"
Actually in workflows you can pick WHEN Create, Create or Edit, Edit, Field Update or Delete. What about "Create or Field Update"? Must workflows using WHEN = "Field Update" have to be Duplicate to run WHEN = Create. You can use "Create or Edit" and it will run when other fields are edited. It has to be WHEN "Field Update" AND WHEN "Create", so, what about to add "Create or Field Update"?
Home Page - Events View add Contact Phone?
I use a Home Page component, a view that lists my Events scheduled for Today. Is there any way to add the linked contact's Phone # as a column on that view? The only Contact fields I see as options are Contact Name, and Best Time to Contact.
Save received emails to record
I was in chat with support and found out that I cannot do something I'd like to do. I asked if there was a feature request page, but they said just to post here, so here I go... We have CRM setup with IMAP email accounts and I would like all conversations to permanently stay with the record. Emails sent from CRM stay with the record and replies come in through IMAP and if the user cleans their inbox and deletes the message, it also disappears from the record as it is only a link. I would like to
Workflow Rule not able to connect to Module
Hello! I've been trying to create a workflow rule that would link 2 modules together, yet I cannot figure out how to do it. We are trying to write a workflow that will hide fields in the 'Account' module, if the 'Account' module is linked to the 'Product' module, via certain products. An example is: 'Account' field "Product1 Revenue" is hidden if 'Product' "Product1" is selected on the account. I am attaching a screen shot of what the Account looks like. Is there a way to write this workflow? Or
Columns width in CRM deals
Hi there, is it possible to adjust the width of the columns in deals module? Please see the image attached. Thanks!
Standardize "From" Email Address for Email Template Triggered from CRM Form
Hi, I'm setting up an email capture form in Zoho CRM, and need to trigger an email to the user that submits the form. I'd like this email to come from a general mailbox for the company, but am only seeing individual CRM users as options for the "From" email. How can I adjust this? Also, is it possible to have the CRM form trigger an email to send from Zoho Campaigns? Or, does it all need to be built within Zoho CRM? Thanks, Jenny
Relating Accounts to each other
I need to create a RELATED LIST that would allow us to record and display when one Account/Company has a relationship with another Account/Company. Any individual Account/Company may have multiple relationships with other Accounts/Companies and we need these connections to be visible in either Account/Company record. Though I assumed this could be solved by creating a custom module with a lookup to the Account/Company module if/when I add TWO Lookups to the Account module I am forced to create
My open tasks filtering and count
Two questions about the "My open tasks" component on the user homepage. 1) Is it possible to show a total count of the open tasks? 2) Is it possible to filter the tasks based on subject? We have too many subject to create individual views for each, so a filter would be the best way to go if it's possible. Thanks for your help, Hanan
ZOHO CRM locking up
Hello down here in Miami FL area what is going on when I log into ZOHO CRM is freezes and screen says waiting for ZOHO CRM I know 60 degrees is pretty cold for Miami today but you worked in colder weather (LOL) Seriously why is it locking up
Emails
All of a sudden this morning, I can no longer access emails I have sent through Zoho. If I click on an email sent to a Lead, it opens briefly then disappears. I've not changed anything, and I've tried logging in and out, rebooting pC, etc etc - can anyone explain what's going on?
Issue with deal creation during lead conversion
When creating a new deal during lead conversion, it ignores the layout rules of the deals module and displays ALL available fields. This is problematic because certain conditions have required fields, which in this case are ALL displayed. Deal creation during lead conversion should follow the same layout rules as the deals module.
Cant seem to create a new Module
I am trying to create a new module called "competitors" but it says the module already exists. When I manage modules in set-up I cant find a "competitor" module. Am I missing something?
Not able to find 'addMonth' function when creating custom function for buttons
Not able to find 'addMonth' function Hi, I'm getting this error when trying to use the addMonth function when creting a custom function for a button in potentials. Anyone come across this before? Regards Michael Not able to find 'addMonth' function
Contact Owner
We have an very institutionalized BD program which makes the term Contact "OWNER" a major contradiction. Though it is semantics this and some other system fields have names I would prefer to change, but cannot. I am wondering if it isn't possible to then to use a workflow or other tool to have the values from these system fields copied into custom fields thereby allowing me to hide the system field and display the custom field with my preferred naming convention Can someone confirm whether
How to create a custom function button for a custom module that copies address fields
Hi, I have created a custom module called 'Organisations' in lieu of 'Accounts' (given the lack of mass email functionality) and would like to include a custom function that copies the Address Information fields. The address fields in the custom organisation module are billing and shipping (similar to what is in the account module), and ideally (if possible) the function would allow both billing and shipping to be copied over (eg: billing to shipping & shipping to billing). However, if a vice-versa
Zoho Crm get_fields does not return "Custom Lookup_ID" as field
Hey there, I am trying to update the custom lookup field and to do that I am getting all fields in Zoho CRM Module. But I am not getting Custom Lookup_ID as the field. instead of getting Custom Lookup_ID as the field I am getting Custom Lookup as the field.
Imap not syncing all of my emails
Hi Zoho CRM is not syncing all of my Office 365 emails using IMAP. It syncs some of the emails but misses others. How can I get it to refresh all the syncing so that it will discover all of the emails it has missed.
Hierarchy
I want to know if this can be done. I need 3 levels of hierarchy - Parent Company (Progressive) - Child Company (Progressive Florida) -contact (John Smith) - Child Company (Progressive California) -contact (Mike Rogers Basically, I need a Master account record with all of the Sub-account under it, then the contact records under the sub accounts. I want to look up "Progressive" and see all of the Progressives subsidiaries and then the contacts
Non-Client Contact Management
Howdy, folks. I'm a new Zoho user, still evaluating the platform considering jumping over from Agile. We've brought over a core data set for experimentation, but due to the nature of our operations and differences in how Agile and Zoho manage data, I could use some help figuring a few things out. First, a bit about our business. We're in the consumer electronics sector, and focused primarily as a B2B, so our paradigm is NOT on 'deals' (a transnational focus) but on the process of identifying, qualifying
Lookup custom field gives always the account name and anything other
Hello to everyone, I use API ZOHO CRM from my back office. When a client register on my site i create an account and an contact on Zoho CRM. I would like to use my id (named id_anagrafica) to bind account and contact on ZOHO CRM. For this purpose, i created a lookup field for a custom field on the contacts module: Now when i select custom field (id_anagrafica) from my created look up it shows me the account name list, I see the id_anagrafica but which is not selectable. Only the account name is,
CRM API searchRecords : Error 4500
Hi, This is failing with error 4500 https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken=someAuthToken&scope=crmapi&criteria=(Employees equals 0) Why ? <?xml version="1.0" encoding="UTF-8" ?>
<response uri="/crm/private/xml/Accounts/searchRecords">
<error>
<code>4500</code>
<message>Problem occured while processing the request</message>
</error>
</response>
Company logo too large in event invite
How can I modify/turn off the company logo that shows up in the email to invited participants for an event. It is way too large and even when I use a very small size (less than 190 pixels across), it is still showing as very large in the email. See attached pic. Please advise
Time zone for zoho.currenttime in a function?
Hi, My time zone in Zoho Company Details is EST, yet current time in Zoho functions using zoho.currenttime returns PST time. Is zoho.currenttime using the time zone of the Zoho server being used or can I change it somewhere? Regards Glenn
Best Practice to Merge on Update via API
Hello List Zoho CRM Contact section is fed by leading business application by API. How to merge on update, overwrite only a subset of Zoho CRM Contact fields? Similar to the manual import we search for an API call to batch import/update multiple records. Is there? Thank you for help
Updating a Child Record of a Deal?
Hi, all! We're trying to update a datetime field in a record in a Custom Module (Forms) that's a child to Deals (we call them Engagements) At some point after testing, the Custom Function stopped... well.. functioning. I tried just trying to get a print of the related records using this code. engagementIdStr=input.engagementId.toString(); relatedforms = zoho.crm.getRelatedRecords("CustomModule1","Deals",engagementIdStr); info relatedforms; I got a "4401Unable to populate data, please check if mandatory
Custom Function give wrong date and getrecordbyid returns Invalid Ticket Id
Hello, I am having difficulty getting a date/time field from zoho CRM Event in a custom function. The date/time that is returned is not correct. I am passing the "To" and "From" date/time fields of an Zoho CRM Event to a custom function. This function passes the date/time field to another system. The other system gets the date/time value but they time is 8 hours ahead of the proper time. I read the thread here with the same problem: https://help.zoho.com/portal/en/community/topic/custom-function-event-time-zones
Editing attachments saved in Zoho CRM
Hi, Each of my clients in Zoho have CVs attached to their profile. Is it possible to edit CVs or other attachments without downloading the document each time? Best, Mieke
Update records in creator via webhook (how to pass criteria correctly?)
Using Workflows, I have set-up a CRM Webhook that successfully creates a new record in Creator every time a vendor is added in the CRM, using the following URL structure https://creator.zoho.eu/api/<ownername>/<format>/<applicationName>/form/<formName>/record/add?Crt_Name=${Vendors.Vendor Name}&Crt_Id=${Vendors.Vendor Id}&authtoken=xxxxxxxxxxxxxxxxxxxxxxxx&scope=creatorapi ref - https://www.zoho.eu/creator/help/api/rest-api/rest-api-add-records.html What I also want to do is update this Creator record
Populate fields in a related module
Hi there So I have an Account linked to a Contact via a Lookup field. As an example, how can I get the address fields that are stored in the Contact to show on the Account record? Surely there is a way of populating this data across, if they are linked? I need to create a mail merge, which can only be done from one module, and I need the information from two modules. Please advise urgently. Thanks
Convert Purchase order into a vendor bill
Hi - is it possible to convert a purchase order into a Vendor bill? for example: We create a sales invoice for a customer, from the sales invoice we create a purchase order to our vendor - what we need is an easy way to turn the Vendor PO into a Vendor bill - we then check the hard copy vendor bills we receive against the converted PO. Thanks Dave Silvera
Contacts' Email Confirmation
Hello, Upon converting a lead to create a contact and deal in B2C model (with custom field - lead type: customer), I would like to send confirmation email to the contact with a link - I have only found a solution entailing web forms as seen here: https://www.zoho.com/campaigns/help/contacts/sign-up-form-responses.html#confirmation_email Can this be done without webform requirement? Please assist, thanks
Zoho to Mailchimp Sync not Working
I'm trying to integrate Mailchimp and Zoho CRM so that our existing customers are synced into Mailchimp. I've selected what I'm sure are all the right fields, and issued the sync multiple times now, however nothing is pushing through to Mailchimp. I also require Mailchimp lists to sync through to CRM, but I'm sure the sync will not work on this also. Another question I have in addition to this, If I send an email to a customer from mailchimp who is also on the CRM - will there be a way of knowing
How to Process Customer Credit Cards within CRM
Hello. We are investigating Zoho CRM and need to know the suggested way or what others have done in regards to processing credit card transactions from within CRM or an easy-to-use integration with another application (QuickBooks, Zoho Invoice/Books, etc). In short, we would want the Order to be turned into an invoice and use that invoice as the basis for the credit card processing. The solution should be able to securely store the customers credit card information and be PCI compliant. Thanks!
Problems generating the Authtoken in my CRM application
I am using the Browser instruction to generate the Authtoken, with the following instruction: https://legalcrm.zohoplatform.com/crm/apiauthtoken.do?EMAIL_ID=ajmartinez@gmail.com&PASSWORD=AptuzXXXX&DISPLAY_NAME=INTERNAL USE And the response of the system is as follows: Unable to process your request. Click here to go back. Could you please tell me what I'm doing wrong? Regards Felipe Faccinetto
Birthday Reminder
How can we set a birthday reminder/alerts for our contacts.. I couldn't find this in Zoho CRM. Can it be done by workflow?
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