Custom Picklists and CRM API - Not Supported?
Hello - Not sure if I'm missing something, but it appears that I can't access the custom picklists that have been added to my organization's 'Cases' type via the API. I've inspected the returns from the getFields method (https://www.zoho.com/crm/help/api/getfields.html), as well as the returns from the getRecords method (https://www.zoho.com/crm/help/api/getrecords.html), but neither of these show the field I'm looking for. Is this not supported, or is there something I'm missing in my call signature?
Link to Forum
Dear All, I've eventually found this page via Google but is there a link to this forum from inside the crm program itself?
Update event using custom function
Hello, I wish to associate an existing event to a custommodule3 record. I have tried: eventMap=map(); eventMap.put("CONTACTID",project_array.get("CONTACTID")); eventMap.put("RELATEDTOID",input.project_id.toLong()); eventMap.put("SEMODULE","CustomModule3"); updateResp = zoho.crm.updateRecord("Events",currentid.toString(),mp); Any ideas please? Simon
Please tell me about how to register attachment data using Zoho CRM API
Please tell me about how to register attachment data using Zoho CRM API. I am planning to create an input form for recording in Zoho CRM using the API. I would like to implement a function to send attached files as well. Is there a way to send attachments using Zoho CRM API? If there is a method, please tell me how to write XML.
Is it possible to update the values in the picklist using API?
Hello all, Trying to get a definitive answer to the question: "Is it possible to update the values of a picklists (in Accounts/Leads/Contacts/Events) using API?" I'm not talking about Webform but the picklists that are used to enter data on the ZCrm Record when hit edit. Thank you, Erk
Default Sort option for custom List Views
I have a list view of my today + overdue tasks. I'd like to have it automatically sort by date.
Contacts within Accounts - Templates
I am looking at sending update emails to contacts who sit in certain accounts. In the account entity we have marked accounts (i.e by Industry) and want to send a 'Template' to the contacts within this account type. I can generate the data in reports, but want to automate and record the template being sent to those contacts Can anyone helps!!! Ben
CRM Hack 18: How to ensure leads are assigned the first stage when attempting to create with an intermediate stage?
Hello everyone ! We shared a hack earlier on leveraging blueprint to restrict users from creating leads from an intermediate stage. Let's take it one step ahead. This week's hack helps assign the 'first stage' to a lead created at an intermediate stage. And this change in the lead stage is notified to the manager concerned. Let's consider a sales process with eight Lead Statuses - Attempted to contact, Contact in Future, Contacted, Pre-Qualified, Event scheduled, Event updates, Convert Lead and
Website Contact Form message field
The CRM webforms only seem to be useful for creating or updating leads/contacts. I do not see anywhere how to set up a simple contact form and integrate it with Zoho CRM. It was suggested to use the description field or create a multi-line field for the comment field of the form in the Lead/Contact section but that makes absolutely no sense. What happens when the next time someone contacts us via the website? That field will be replaced and the previous comment lost. In the form I'd like a Name,
How to pull Client Email address into a Task?
Activities are the least customisable of all the Modules within CRM. Why? I need to pull the Contact Email field contents from a Contact Record into a Task when I create it. I want to use Actions or Workflows to send an email template to the Contact associated with a Task when I mark it, change its Status to, "Complete" As in Dear Client, We have shipped your widget, etc., etc., etc. Any ideas how this might be done, I am prepared to create a Custom Module that looks and acts like a Task in order
Email not working
Hi We have been unable to send or receive email through Zoho for about two hours now. Is something wrong with your server or is there currently an issue with mail? Not receiving any error messages, emails just don't send and nothing new has come through. Thanks David 48796320
Sum total duration of calls in minutes not seconds
I'd like to be able to sum users' total duration on calls in minutes rather than seconds. A simple calculated field in the report would be great.
Price Books
How do Price Books work? I understand that at the product level we can establish different Price Books or levels, but how can they be applied to a Customer? My issue is that I have a Retail Price List, Wholesale, And VIP price lists that are applied to customers, certain customers buy from certain lists. How do I assign a price list or price book to a customer? Are they tagged or is it a field setting?
Unable to upload a file using python
Hi Team, I have tried the below method to upload a file in ZOHO using python. ====================================================== import MultipartPostHandler, urllib2 ID ='put the accounts zoho id here ' authtoken = 'your zoho authtoken here' fileName = "your file name here - i use the full path and filename" opener = urllib2.build_opener(MultipartPostHandler.MultipartPostHandler) params = {'authtoken':authtoken,'scope':'crmapi','newFormat':'1','id':ID, 'content':open(fileName,"rb")} final_URL
Assign products to users
I want to have different products assigned for different user levels - is this achievable?
Filter accounts without activities
I'd like to have an option to filter accounts without activities in the List View. I noticed this is a filter built into the Contacts List View. Can it be made an option for the Accounts as well?
Default Font for Email
I know this has been requested by many others. I would like to again request that there be an option to set a default font for emails.
Changing Main/founding Zoho CRM Email account
Hi, I have used my work Email address to create a Zoho account for my company. However, I do not want to retain CEO title and Admin privileges. How can I change the role and profiles of the main Email address and assign the CEO and Super Admin roles to another Email address?
Monthly conversion report
Hello, We need to be able to produce a report that goes by month to show how many leads are converted to accounts. In Salesforce we used to be able to do this with a formula but this doesn't seem possible in Zoho CRM. Being able to see the conversion rates for the month is a high priority as this is how we pay our staff. Can anybody help me with making this sort of report on the Zoho CRM system? Thank.
Sales/Contact Fields Not Merging
When we make a change to our Sales phone details, they are not updating in the Contacts phone field. I checked and only have 1x phone field, 1x mobile field etc. When I open the mapping section, it does not give me an option to merge them. Can anyone tell me what is going on here?
Xml layout example
Would you please have a xml example for multiple record updates method?, I did one like this: <?xml version = "1.0" encoding = "UTF-8"?> <Leads> <row no="1"> <FL val="Id">2000000178701</FL> <FL val="Company">Company1</FL> <FL val="Last Name">Last Name1</FL> <FL val="Email">automation@crm.com 1</FL> </row> <row no="2"> <FL val="Id">2000000178702</FL> <FL val="Company">Company2</FL> <FL val="Last Name">Last Name2</FL> <FL val="Email">automation@crm.com 2</FL> </row> </Leads> But the
Collaboration with non-users
Hi All, anybody has found a way to collaborate with other company department using Zoho and something else? E.g. a task for a technical attachment to an offer must be assigned to a technician and it makes no sense to provide him with a Zoho CRM license just for this. Any integration e.g. with ToDoist or similar? Thank you
Regular importing data into a Custom Module with an Account Look-up field
I believe that, as of now, it is not possible to import data into a Custom Module with an Account Look-up field and see the custom module data on the Account immediately after import. - either through the import UI interface or via program code. I have searched the internet, spoken extensively to Zoho support but to no avail. Nowhere can I find anyone who seems to have done this. And this isn't some esoteric operation - surely most custom modules are related items on Accounts and/or Contacts
Please unblock my email
Hello, I've increased my email space to 10GB, but I don't get my email unblocked...Could you please fix this or advise? david_van_hartskamp@zoho.com KR David
Customize columns in contacts
How can i customize column size and how many columns to add in a section?
Email stopped working
Imap email was sending fine. stopped working 2 hours ago. Could not connect to SMTP host: box3031.bluehost.com, port: 465 ;java.net.SocketTimeoutException: Read timed out please help
Email Related List in Custom Module?
Hello, In potentials, accounts etc there is a default related list showing emails. I would like this to happen in my CustomModule3 please. In CustomModule3, I see the Emails related list but there are no emails showing? Any ideas please? Simon Moderation
Outlook CRM Plugin Disappeared
Like countless other users of this plug-in, it has disappeared from my Outlook (2013) and I can't get it back. I've tried every SINGLE solution presented in these forums and nothing works. I tried the Load Behavior registry fix...didn't work. I tried uninstalling and installing the plug-in...didn't work I tried enabling/disabling the Add-In options in Outlook...didn't work Thoughts or alternative suggestions would be really appreciated. This is a very buggy plug-in if there are numerous threads dedicated
Is it possible to sync CRM Documents and Zoho Docs?
Hi All, Is it possible to sync CRM Documents with ZOHO Docs? Or they should be used as completely separate tools. Please advise and thanks? Benjamin
Visits in CRM from SalesIQ tracking does not show all URL's
If I look at a visitors who is registered in CRM and compare his Visit URL's (what pages he has been on). I see more on the tracking in SalesIQ than I see in CRM. Should SalesIQ not push all visit behaviour to the CRM records?
Missing Salutation Field in page layout
I am trying to edit my fields for Leads and Contacts. The Field List shows the Salutation field, but when I go to the Edit Page Layout, the Salutation Field is missing on the layout, and missing on the Available Field List box in the layout screen. How can I add the Salutation Field to the Leads and Contact screens?
Tip #22: On using website visitors information inside CRM
Hello folks, As part of our weekly Tips and Tricks series, we are back with a tip on using website visitor information inside Zoho CRM. When you are a sales person at a physical store, you can mostly tell if a customer is really interested to buy something or he/she is simply a window shopper. You can decide on your pitch and conversation accordingly. On the other hand, when you are working with leads online and over the phone, you can never be quite sure. Not until you have their visit information
Creating a User Defined Function
How do I create a CRM function that I can call to convert a date from 11/1/2017 to NOV-17?
Improve webhooks parameters in the User Defined Format
Hi there! I have idea to improve webhooks parameters in UDF. Add entity with all properties in custom format, like: ${Module::format}. Example: ${Leads::json} Result: {"Lead Id":"1234","First Name":"Jack",...and all other params in Leads entity} This template is more better and simple for clients. Because you do not have to manually write a list of all available fields in UDF. And if these fields are still added / deleted - this must also be observed to.
Updating contact from Custom Module
I am trying to update my contact record base on my custom module information. But it keeps getting not defined errors. any help please. CustomModuleDetails = zoho.crm.getRecordById("CustomModule1",input.customId.BigInt); ContactMap=map(); ContactMap.put("First Name",ifnull(CustomModuleDetails.get("Primary First Name"),"")); ContactMap.put("Last Name",ifnull(CustomModuleDetails.get("Primary Last Name"),"")); ContactMap.put("Secondary Name",ifnull(CustomModuleDetails.get("Secondary First Name" +
Custom Function that can use any of 3 layouts, not just the default one?
I have a workflow with a custom function action to create a deal. I have 3 deal layouts, however, and the layout always ends up being the default layout. I need it to be one of the other layouts. Is there a way to "set the layout" in the custom function script?
Workflow Automation not working on an API call
I wish to update a field (Ex: Grade) using a custom function (in Workflow Rules) whenever another field (Ex: Marks) is updated. I am able to achieve it when I update the 'Marks' field manually, but not if I use an API to update the same. Can you help me get through this?
Focus Group #4: Setting up SalesInbox and best practices.
Hey folks! We're back with yet another edition of Focus Group, this time we'll be focusing on something exclusive to the Sales side of Zoho CRM - SalesInbox. A big chunk of your time is utilized for checking emails from leads and contacts, and providing timely response. With CRM insights right inside your email client, SalesInbox helps you prioritize your emails and perform CRM actions right from your email client. Why toggle between your email client and CRM when all you need is presented right
Dealing With Contacts Who Have Left The Company
Hi All, When a contact leaves the company you are dealing with, you need to keep them in your database as there will be historical data. But you don't want them to keep getting in the way when trying to search for someone with the same name. At the moment the suggestion is to add a custom field. This works, but it doesn't help if you are just searching for an individual and keep getting the 'ex' company employee showing up. Until Zoho come up with a neater method. I have reverted to a method I used
Rollup Formula Fields in Zoho CRM
Is it possible to create a formula that's a roll-up field in Zoho CRM. The use case is that I would like a field on the Account that would be a roll up to show the number of contacts related to the Account. I'm new to Zoho and used to Salesforce where you can do rollup summary fields for parent-child relationships, so wondering if it's possible to do the same in Zoho CRM?
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