Sync event with Exchange
Hello, do you know a solution to sync Exchange Calendar and ZCRM Event by user wthout use Outlook ? thanks you
Event Response Processing
Is there documentation on how/when the event responses (Invited, Going, Maybe) are processed? Should responses sent from Google calendar display within the participant section of a Zoho CRM event? From their Google Calendar the organizer can see who's accepted the event but in Zoho CRM only responses from people that have accepted through Zoho CRM are appearing. Thanks
Difficult to find the right Facaebook connection in CRM
It is difficult to find the right Facebook connection by using the social function in Leads or contacts. You can only search on name and then we get in a lot of search request a lot of possibilities. Is it possible that we can add the id url to the search instead the name?
How to get all files attached on potentials added since x days
Hello, I need to retrieve the list of files attached recently to potentials . I can retrieved files list for one potential https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=mytockens&scope=crmapi&parentModule=Potentials&id=id_of_a_potential but i can not have the list of potentials that have new attachments (or modified or deleted) since the last x days for example https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=mytockens&scope=crmapi&lastModifiedTime=2017-08-25%2000:00:00
Email Tracking: Open & Clicks on links & Attachments
Bananatag tracks emails when 1) opened, 2) clicks on weblinks and 3) attachments opened/viewed. I want to replicate with zoho crm including notification when each activity occurred. Does Zoho have functionality? If so, where is setup?
Want to send lead information to email address stored in seperate module
Hi, My company sends leads to multiple car dealerships. Dealerships have been set up as custom modules with contact names and emails. Is there a way to send lead info to email addresses stored in a different custom module (dealers)?
Goals
How can we add goals by account ?
Settings to share informations (contacts, accounts, etc...)
Hello, we are a small company with 2 people since 2 months. I'm the manager and i have 1 employee. I used Zoho CRM for all my accounts, contacts, opportunities, etc... Now my employee starts and i have created a second user access for him into our company page. He received his login and password. So no problem. When he open the Zoho CRM the page are completely empty: no contacts, no account, etc... I understand it because i have me created for instance the contacts, all the accounts, etc... But
Smaaash Zoho
Queries on zoho 1 .I have created a lead which I assigned to another outlet then why it is still showing in my leads ? 2. How to close the duplicate leads ? 3. How to put a reminder on the future lead ?
Using Generic Emails
Our contacts often use generic emails for their position, but the contact name changes every year. How can I update the contact info without getting the hard stop error "Duplicate values are not allowed. An existing lead with the same Email has been found."? We want to retain the old contact info, but ADD the new info also.
Linking imported contacts to imported companies
Hi, I am trying to switch from Team Leader CRM to ZOHO. I imported my contacts and companies. In Team Leader these were linked (so I could see that at company A the contact person was Bob e.g.), but now there is no more link. How can I link the contacts to the right company? Thanks! Tony
Deal view deals closing in the next 30 days
Hello - Is there a way to create a view that shows the deals with a close date in next 30 days? Thanks.
API Error with % in string
I had to remove % from a value when updating a multi-line field in account otherwise I got an error.I tried to escape it but that didn't work. The error is: code:4600 message:Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter. Is this an XML restriction or a Zoho restriction and how do I add a value with a % in it? Thanks Glenn
How to search contact description and export?
Haven't really used Zoho in a long time, but I'm trying to do something that used to be fairly simple but I can't figure out how to do it in the new UI. I want to get a list that I can export of all contacts where the description contains a keyword. A few options I've tried, from easiest to hardest. 1) A global search finds all the contacts with that word (great!), but I can only view 10 contacts at a time and no way to export all the contacts matching the search (bad!) 2) Go to the contacts module
Can't create new contact or account
Please note we have downgraded to the free edition of Zoho CRM. Right now we can't add new contact and accounts. Could you explain why? Do we have too many records? Evgeny Drokov
Outgoing Server Error while trying to integrate Zoho and Gmail
I have enabled POP on my gmail account and used these settings in Zoho from this page: https://www.zoho.com/crm/help/zoho-mail/configure-gmail-account.html And keep getting this error: Please enter a valid Outgoing Server. Overall it's been very complicated to simply sync these two programs and/or to get clear information on doing same.
How to get related contact/account id by converted lead id using api?
Hi, we have a lead A with id 114427000000381xxx, After it was converted, we can find the contact/account with the link https://crm.zoho.com/crm/EntityInfo.do?module=Leads&id=114427000000381xxx But how to find the contact/account id with the converted lead id with api? We get the following result with https://crm.zoho.com/crm/private/xml/Leads/getRecordById?authtoken=xxx&scope=crmapi&id= 114427000000381xxx <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecordById">
Does the Zoho API support oAuth???
Hi, I need to integrate data from my domain with Zoho CRM using the CRM API??? So i wanted to know whether oAuth is supported by the API. If yes please provide me with some information or document regarding the same.
Import Note Module file
Hi team! For a client of mine I transferred some records from Account Module to Lead Module by an export-import operation. Some of these ex Accounts was linked with Notes. I analized the laest backup files (Account, Contact, Note) but I didn't understand how Note data are correlated with Account data: I thougth that Parent ID data in Note file could be present in Account data, but it's not so. I'd like to know how data are correlated between Note and Account in order to modify the Account codes
Cant delete a module i created
Hi, i created a module which i cant modify the fields or delete it. I get amesage that Puplished fields cannot be updated or through sandbox Fields created through plugin cannot be updated Please advise Thomas
Search contact by description?
This seems like it should be straightforward, but I can't figure out where it would be - is it possible to search Contacts by text in the Description field? Thanks for any help!
Zoho CRM workflow emails only sent 10 emails per day
Hi, i create a workflow in Zoho CRM, the rule is : when new Lead come in, sent me a email. and works, but only 10 a day. Is a restriction or something? thanks.
Digit separation in Zoho CRM
hi all, In zoho CRM, the digits are displayed as 1,234,567,890. now we want to use the digit separation as 12,34,56,789. Could you please guide me to change the digit separation in Zoho CRM numeric and currency fields Thanks. with regards, Rajasekaran
Plugin CRM for Outlook does not appear
Hi First : I have installed The Zoho CRM plugin for outlook (Office 365 ProPlus), and I have a problem when I Open Outlook, the Plugin does not word, I must check all time the "Zoho CRM Plug-in for Microsoft Outlook - Addin" What can I do for this one ? Second : I have installed the plugin on another computer and the plugin does not appear in the plugin list and when I want to repair it, it say that there a file .msi whitch is not found on the computer, and I cannot do anything more to make it
Copying a Lead to a new Custom Module (version that doesn't delete the previous lead)
Hello Zoho Forum, I received a response earlier today regarding the use of deluge script to copy a record from the Leads module and enter it into a custom module. Unfortunately, it did neither and instead, deleted the record in the Leads module. Thankfully it was only sent to the recycle bin, so I was able to recover it. Here is the script: Setup -> Customization -> Modules ->Click on module name -> Links and Buttons -> create new button -> 1. Give button name -> choose view page -> choose Writing
Use Workflow to select a layout
Hi there. I have a situation where based on the value of a picklist, I want to set they layout for a contact. I know I can't do this directly in zoho (which is bizarre), and I know I can't use layout rules to hide related lists (equally bizarre). What I am wondering is if (using a custom function?) if it is possible to assign a layout based on a field value using a triggered workflow. I don't know the scripting language well enough (at all :) ) to know if this is possible. Any thoughts from the
Need Help With API Integration
Hi, I need help in pushing data from Zoho to a 3rd Party Server using the API functionality. I have the following with me : 1. XML Script to use 2. Auth Key 3. Leads URL Have created a Workflow Rule which calls an API Webhook. Need help in understanding the following : Ø What are the specific settings in the API Webhook (where to put the URL, XML, Auth Key etc) that we need to set so that every time the workflow rule is triggered, the API pushes the data to the 3rd party server
Where to edit Event Labels?
Hi, Can you help where can I edit all of Event Labels. Because in list view there is submenu option: "Edit Labels" but there can you editing only Task Labels. Thanks
Associate 3rd party senders to a Contact or Lead?
We receive a lot of emails associated with leads and contacts from other senders- third party vendors, forwarded emails etc. that do not have the Lead/Contacts email as the "sender" but that we want to link to a specific record. This is a huge part of our business and our interactions with customers. The outlook plugin will only work if a Lead/Contact is the sender. How am I am able to forward or associate an email to a Lead or Contact in my Zoho Data base from another sender?Pipedrive would create
How do i do mass documents upload?
How I do a mass docuemts upload on Zoho CRM or Zoho Projects?
Copying a Lead to a new Custom Module
Hi there, I found a deluge script in this forum from another user who wanted to take a lead and move that lead to a custom module. However, the user wanted to list the copied lead as a dead lead. We do not want to do that. I have edited the deluge script to match our needs more or less, I think. However, when I "Save & Execute Script" the compiler finds an error on line 3. Please see below for the deluge script we are using. The issue starts with "{" If I remove lines 1 and 2 another issue comes
Can users act as proxys
Hello, Here is my question: Is it possible for a user to enter data on behalf of another user without signing into their account? i.e. Jane can make changes as Derek in Zoho CRM from within her own account. Essentially, is it possible to configure a user as a proxy? Please advise. Thanks
Possible to send a text message from within Zoho CRM using Twilio?
Is it possible to send a text message to a contact or lead from Zoho using Twilio? If so, please provide a link to the instructions.
IMAP Failing with one user
I have stopped receiving responses from Zoho support (via email requests) on this issue and am now frustrated and desperate. If anyone out there can help with this, it would be much appreciated. I have a user who can’t get his emails to show up in Zoho. Before he started with our company, his company used Zoho for their CRM. Our companies merged and he changed his email in his old company's Zoho setup to our email account. After a year or so, we decided to use Zoho for our sales force. We recently
API Access for SAML-Authenticated Connected Application
Is there a way to automatically generate an API token for a user when they authenticate against a connected application? It seems like very bad UX to have an extension get installed, the user to authenticate using SAML, then have to go back and create an API token so my app can access their data. My application needs to process data server-side so the API is getting called from the server, not through the client SDK. Is there a better way to approach this?
SAML Authentication in CRM Developer Sandbox
I have been attempting to get a connected application working with SAML authentication. I was able to get SAML authentication working fine when I published my application and installed it in a CRM free trial account, but as a developer I would like to be able to use the "Test your Extension" sandbox to test SAML authentication without having to publish development work. This does not seem to function. Currently, I have a Web Tab defined in my extension which contains my externally-hosted connected
How to schedule more than 5 emails from a workflow in Zoho CRM?
Hello everyone!Following up with your clients in CRM makes it different from a normal database management system, especially when the follow-ups are automated. Let's consider a business scenario in which there is a website about the product that the company sells. The product is going to be a tour package. Let's say the client submits a form and a deal is created and invoice is generated. Finally, the deal is closed won. Now, if the admin is willing to send out scheduled emails for all the clients
Trying to create new task however priority filed has no values!
Hello I am trying to create a new work flow, whenever there is a new assignee for a lead, then an automatic task should be option for the new assignee, however whenever I am trying to create this task, i can see that i have to choose the Priority value, and in this field there are no available options to select, how can we solve this? See the screenshot here: http://prntscr.com/hhmosj Thanks.
Contacts view for customers
Hi, how do I set a view under contacts to show only customers? Defining customers the Contacts with an associated Potential with stage closed-won. Another definition for customer can be the Contacts with associated Account with Account Type = Customer So basically how to create a view under contacts filtering fields in the associated Account or Potential. thanks, Umberto
Knowing what was modified? and/or setting a date field with a multiple selection field.
In Opportunities, my company has created a multiple selection field called "Steps Taken." The user selects all of the options that apply and save. I want to know the date each of these selections was added. Is that possible? The API can tell me when something was modified, but I don't see where it tells me WHAT was modified. -M.Epler PS - if it is not feasible to get the date or know what was modified, how might we design this field better in our CRM to capture that data? Thanks!
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