Trying to import opportunities from Dynamics 365
Hi, I am trying to import opportunities from Dynamics 365 and I am having the following problem in all the registers: "Could not find a matching parent record for this lookup field. - Account ID" I have exported accounts from already created ones in Zoho and copy the Account id in order to have the zoho code, for instance: zcrm_2723283000000235097 Can support help me with that? Thanks, Martin
Application Password from Google (G Suite) not working on Zoho CRM
Hello, I am trying to sync my G Suite account in Zoho CRM through IMAP. I have followed the instructions in creating an Application Specific password but it it not being accepted into Zoho CRM. I keep getting messages that it is an incorrect password. I don't want to turn off TFA from G Suite. Any help is highly appreciated, have tried multiple times with multiple app generated password.
Potentials and Leads Confusion
Hi, I am setting up Zoho for my business and I imported around 200 different accounts that we are pursuing in as POTENTIALS. Currently, none are set up as leads. My question is whether I should change some of our lower-probability opportunities into leads? Or keep them as potentials? Or, can I take full advantage of the system with all of them entered as potentials and not leads? Thanks.
Zoho CRM to Zoho CRM Migrating Data
I have completed a back up of my previous ZOHO CRM and trying to migrate the data into our new ZOHO CRM. I have copied the customisation from one crm to the other. Is there a way that I can import the original create time and not have it automatically changed to the date the data is imported? It is very frustrating. Some of my date fields aren't even importing into the new CRM even though I I have mapped them. Cheers Chantha
Automatically update Deal Name at Lead Conversion?
We name all of our Deals by Lead Street Address. Is there a way to automatically change this field at conversion from Lead to Deal + Contact?
Reg: how to insert Unsubscribe link?
Dear Sir/Mam, I want to know how to insert Unsubscribe link in Zoho Crm template. Please guide me how to insert it. Looking forward reply from you. Thanks
All Zoho CRM data has gone
I've just logged in to my Zoho CRM account and all my data has disappeared. It looks like the account has been reset as it asked me to add Company Name and Phone details. Is there a time limit on free accounts. All my customer data was in there. Can't get through to Zoho with chat, not a great service.
Can I add Account columns to the Tasks list view?
I have a list view for a set of Tasks. Each Task is associated with an Account. I want to be able to sort the list of tasks by a field on the Account (e.g. an estimated value field, a size of company field, etc.). I can only add columns to the Task view which are on the Task. Is it possible to add column headings for the associated Account - in the dropdown shown in my screenshot?
I need the tagging feature that's in Content Manager in the CRM. Is there a way to integrate the two to utilize the tagging feature?
I need the tagging feature that's in Content Manager in the CRM. Is there a way to integrate the two to utilize the tagging feature?
Unable to confirm user in Zoho CRM
We try to add a new user to zoho crm but every time we send him a (re)invite email, he cannot log in the system, he receives the notification that his account is disabled. In Zoho CRM, the user has the status Not Confirmed. In CRM, we can assign accounts to him. but he is unable to log in. We reviewed all information about this problem but couldn't find a solution. We already tried the following: 1. Enabling the user in the superadmin control panel 2. Deleting other mail address related the same
Zoho API file upload error “Unable to process your request. Please verify whether you have provided proper file.”
I want to upload file to zoho using uploadFile method, but unfortunately i got this : "Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values." i am already tried this "https://help.zoho.com/portal/en/community/topic/unable-to-process-your-request-please-verify-whether-you-have-entered-proper-method-name-parameter-and-parameter-values" but dose not work $fields = array();
$fields['authtoken'] = $this->authtoken;
$fields['scope'] =
unable to add a user
I am unable to add a user. Please help shuaib hyderUser ID: 25938714 My Account
Separate Layout - adding pick value issue
Have separated sales order into different layouts , and added a new value to pick list under "standard" mode, but value won't show in other layouts, does it mean under the same module when I hv to add new values to pick list, I hv to added to each of the layouts. Need update on this as its really NOT possible
Option to "VIEW AS" certain User/User Group sees different modules
Hi We were making a few security updates in our User Groups and wondered if the changes worked as we wanted to. There are several options were it is not so clear what restricting certain values did or did not do, and so we end up running tests using our users accounts. And so I remembered FACEBOOK´s amazing option to "View As..." specific users see your profile. Something like that would be awsome in Zoho CRM. It will make it clear to the Admin when the changes worked as espected instead of wondering
CRM Lead Title
Hi All, I want to give a feedback if is posible to consider adding to the CRM Title the name of the lead. When yo have multiple tabs, is very difficult to identify which tab is the one you need to review due all tabs have the same name... Thks Andres Parilli
Creating a custom field in a Zoho CRM module
Hello guys, Is it possible to create CRM custom fields when an app is installed through the Creator Marketplace? We have a specific set of custom fields which need to be created whenever we deploy our product. It would make it a lot easier if we can point customers to an app which creates everything we need. I've search as much as I can and haven't found anything but it would put my mind at ease if I knew for sure! Thanks!
Gmail problem
I have emailed support directly about this but the silence is deafening so thought I'd try here. I don't expect to get a quick response from any Zoho employee (when does Zoho do anything quickly?) but am hoping some other user might have come across this problem and know the solution. I have a custom button with a custom function. The custom function includes the sendmail function. The custom function works fine - apart from some times. The function sometimes fails if any of the email addresses in
Contacts with multiple account owners
Hello, We have some contacts in our Zoho database that more than two contact owners should have access to. We don't want all our users to be able to edit all of our information in Zoho, which is why we set their user accounts to standard, however for contacts specifically, we'd like to allow more than one user to be able to interact (assign activities, due dates, etc) with that contact, regardless if they are the contact owner or not. How do we go about achieving this? Thanks
Can't Add New User
I'm on the demo 15-day trial, but I thought I could add users during this period. If not, I guess this is an easy fix. I'm trying to add one user. After I fill in the info, it will let me hit Save, but then it just sits there with Save greyed out, but Cancel is still an option. Nothing shows up in my Users list. I'm the only one there. Can anyone tell me how to successfully add a user? Thanks.
Upload image to leads.
Is there a way to upload a image for a lead using deluge? I would like to upload the contact picture using deluge. I see that you can use UploadPhoto, but that needs to use a file stream. I am not sure if you can get a file stream from deluge. Bob Lozinak Twelve/Three Marketing, Inc.
Change mx record and got error below
Unable to connect SMTP server:remote.inovapotek.com Reason:connect timed out
Can I hide print view and sheet view from certain users
I would like to know if I can stop certain users having the facility to use print view and sheet view as they do not require these options
Condition in templates
Hello, Is there any way to use condition in zoho CRM templates? for example, If I have multiple bank accounts and i want to to show particular bank account info on sales order template based on the bank selection on the form. also, if a field contains data, show it in template else hide. currently if the field is not having data, it still occupies the space which doesn't looks good.
How can I make the AMOUNT field automatically show the sum of all the quotes of an account?
How can I make the AMOUNT field automatically show the sum of all the quotes of an account? If I have 3 quotes of $100 each, I would like see the AMOUNT of $300 in the account details without having to type it manually. Regards
Community Digest - August 2017.
Hello everyone! Here's the CRM Community digest compiling the most discussed topics, hacks, tips and tricks around CRM, and much more. Read on in case you missed out on the highlights from August 2017! Community Learning Series: Most discussed: Zoho CRM Community launched the first edition of 'Ask the experts', a 5 hour knowledge exchange marathon in forums focussing on anything to do with emails in Zoho CRM. Automate your work using Custom Functions: Introducing custom functions and the way it
I get Invalid Ticket Id at every request
Hello I followed your guide and then generated an api token. The code (without the token) : <?php header('Content-type: application/json'); $token = 'my-token'; $url = "https://crm.zoho.eu/crm/private/json/Contacts/getRecords"; $param = "authtoken=" . $token . "&scope=crmapi"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, 1); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_TIMEOUT, 30); curl_setopt($ch, CURLOPT_POST, 1); curl_setopt($ch,
Questions on API Integration (application development)
Hello, We are scoping out developers who would be able bridge Zoho CRM with our ERP system. With that said, our prospective developers are wondering what programming language and database Zoho uses, and what application would need to be put in place for a successful integration? Thanks, Deanna
Can you associate a contact with many accounts?
I am running into an issue where I can not associate a contact with many accounts where their contact will be then added to the account. I can create a secondary lookup field to place in the contact, however it does not auto add their information on the account record. Is this possible?
Custom Formula Fields Do Not Work using Blue Prints
Another problem with ZOHO. If you create a custom formula field, which in my case was age in days, and the user completes the record process through a blue print, which is what you want employees to do, then the formula field does not work. This makes ABSOLUTELY NO SENSE AT ALL. Another poorly planned feature that becomes useless. I want to report on my records to know whats going on, cannot do that if you use blue print. Whole purpose of blueprint is to have people follow proper work flow orders,
Resellers
We are starting to build a network of resellers for our software solution. Does anyone have a best practice for setting this up in ZOHO... Functionally Reseller find sell product to customers for X price using pricebook Reseller places the order on us with customer details. We create customer and software license details on our database, ship software and licenses. Customer relationship is managed by the reseller as is the renewals but we need to connect all this process. Interested on how
Lowest API calls to retrieve contacts related to multiple accounts?
To get all the Accounts associated with Contacts can searchRecords or getRecords for Contacts then getRecordById with &idlist to get Account records. Not seeing a good way to do the reverse because ContactsId is not stored in the Accounts record. Could do searchRecords or getRecords on Accounts and getRecords or getRelated for Contacts but getRelated maybe greater number of calls compared to getRecords. Is there a way for less API calls for Contacts? Regards, Glenn
Save selected Columns in Tabular Reports
Would be great if have an option to save selected columns in a Tabular Report. Currently we have to select required columns every-time to generate the reports. Please do not suggest me to use Duplicate the earlier report to achieve the same requirement ;)
Color code sections
Are we able to color code sections? If not, this would be a huge enhancement to Zoho
Changing a field type
Can I change a field type after it has been created and populated with data for records? I want to change a "number" field to a "string". Seems like a reasonalbe transition go this way. Is this possible? Thanks, Brad P.s. I have created a couple multi look up fields and it has a max of 2. Is this going to increase? Is there a reason for the limit?
Using Bounced Reason in a Custom Report
Hi everyone, I'm trying to create a custom report that includes the Bounced Reason for emails in it (I know there's already a built-in Bounce Report - I'm trying to add more to it). There's no Campaign as all emails are being sent via a custom Action/Workflow. Is there any way to include this field in my Report? Thanks.
Tip #13: Customize related lists to view relevant information
Hello! It's Thursday again and we are back to add one more tip to the list. Let's go to a record in the Deals module. If you notice, a deal record in Zoho CRM lists the basic details about the deal such as the expected revenue, the stage in which the deal is in, probability of winning the deal, etc. Along with it the related lists give all the other details - notes by the sales reps or manager, relevant documents attached, contact persons involved in the process of acquiring the deal and their roles,
Change field value on another form
Hi, i have and aplication made of two forms: 1) applicants 2) tasks in the applicants form, there is a field named "action", that means the action i have to do with the applicant, maybe call, email, meet. now, in the tasks form, obviously i entry my tasks: the question is: when i wntry another task, may i have a field that insert the value in the "action" field in the other form? of course it should be the right applicant example: i have an applicant called "mad horse", is "action" field has the
Custom Lead Fields - Can you make them available for use in Contacts and Deals Layout Automatically?
In the LEADS module, I have created a number of custom lead fields. I want these fields and their values to carry over when I convert to a Contact and Deal. Currently, it seems I would have to re-create the same custom fields in the Contact module and the Deals module in order to map them. I really only want to enter the custom field once in the LEADS module, then have those fields available to insert in the CONTACTS and DEALS modules. Surely I don't have to repeat the work I've already done 3 times
How to get multiselect lookup filed values
How to get multi-select lookup field values in Custom function.i have a custom module and i have multi-select Products filed so now i want to get that Product's module multi-select lookup field values. Thanks In advance... Asif
Tip #6: Maintain a style sheet for a clean CRM database
Hello! Your CRM data too needs maintenance. Outdated phones numbers, invalid email addresses, confusion in abbreviations, and duplicate entries can add up to a database that needs cleaning. It can be problematic when you have to pull specific data. In our upcoming posts we will be giving tips that will help you maintain a clean CRM database. So here it is - Maintain a Style Sheet Picture this. A sales rep is trying to collect customer’s data in a particular region to send mass emails. While
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