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 Outdated phones numbers, invalid email addresses, confusion in abbreviations, and duplicate entries can add up to a database that needs cleaning.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
Deleting Attachments
Hi I can see support questions showing at least for the last 3 years, that you cannot delete attachments from incoming emails. This wasn't seen in the Terms that I read, when I first bought a Single User CRM. I'm heading towards the end of my first year and I do not like finding this out now. Please can you confirm this as I would need to consider my position and options as to whether I will remain with you. I have plenty of online storage at My One Drive, which is substantially lower cost than
CRM Hack #8 :Retrieve and update the missing fields in Contacts from Leads after conversion
Hello everyone ! Typically, when users sign up to Zoho CRM, they start by adding Leads and then convert them into Contacts. . Let's say a CRM administrator creates custom fields in Leads and Contacts modules, and educates the Sales reps to convert them when there is some progress on that Lead. You run into situations where the Leads would have converted to Contacts but with some missing information. The lead conversion mapping feature bails you out of this situation. But then, what would
Updating Available Columns in Zoho CFM Reports
Hi there, I'd like to customize/update the fields made available in my Zoho CRM reports tab as I realise it is missing some Lead fields. Right now, my Leads have GCLID details, however I am unable to find this field when creating my report under 'available columns'. Is there somewhere I can update the available fields under 'available coumns' for reporting purposes? Appreciate your any help and support on this. Thank you!!
Does Zoho crm supports insertRecords as post body?
To insert a contact, I've used below URL. https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?authtoken=d3c628d4a475fe89b37a33abffcbdf84&scope=crmapi&newFormat=1&xmlData= <Contacts> <row no="1"> <FL val="First Name">Scott</FL> <FL val="Last Name">James</FL> <FL val="Email">test@test.com</FL> <FL val="Department">CG</FL> <FL val="Phone">999999999</FL> <FL val="Fax">99999999</FL> <FL val="Mobile">99989989</FL> <FL val="Assistant">John</FL> </row> </Contacts> xmlData parameter added to this
getUrl got "internal exception" return.
The following code url = "https://xxxxx.weclapp.com/webapp/api/v1"; header = map(); header.put("AuthenticationToken", "xxxxxxxx-xxxx-xxx-xxx-xxxxxxxxxxxxx"); response = getUrl(url, header,false); info response; return;delivers the following result {"responseText":"internal exception","responseCode":"-1"} It does work with postman. Has anybody a clue what could be the problem and how to do the troubleshooting? Thanks in advance.
CRM API uploadFile errors
I can't upload using the API $url = https://crm.zoho.com/crm/private/xml/Contacts/uploadFile?authtoken=###&scope=crmapi&id=### $ch = curl_init(); curl_setopt($ch, CURLOPT_HEADER, 0); curl_setopt($ch, CURLOPT_VERBOSE, 0); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, TRUE); curl_setopt($ch, CURLOPT_URL, $url); curl_setopt($ch, CURLOPT_POST, TRUE); $post = []; $post['id'] = $id; $post['content'] = '@'.realpath($file);
send an email with a template from the Zoho.crm on a schedule.
I want to send an email with a template from the Zoho.crm on a schedule. Not from the Zoho.mail, but from the Zoho.crm. For example. Contact paid for the goods. I want to send him an email. Not today, but tomorrow at 9:00. How can i do this? Thank you.
Creating records and handling Zoho CRM API
I was looking at Zoho CRM API and there is a method called insertRecords. But I have no idea how should I use to really create a method. Even though there is an example there, I just cant seem to understand it. Should I create a script (with php or python) to handle it? How do I run their example code?? Can anybody help me?
Creating target lists for your sales team | Zoho CRM
Dear Guys, My sales wants to start targeting existing customers in our base that use a specific product. How can we create a list with customer that use this specific product? Or can you create automatically a potential / deal for these customers? Please share your thoughts. We haven't found the right approach yet. Many thanks! Kind regards, Jasper RoadSoft
Calculate to Add 'x' Weekdays in Workflows
Is there any way to calculate weekdays in workflows? Example: Workflow to schedule a call back in 2 days is instantiated on a Friday - so currently schedules the Task for the coming Sunday. But need to be able to schedule for 2 weekdays into the future - so should actually be scheduled for next Tuesday. But if actioned on a Monday, Task should be scheduled for Wednesday, etc...
Variable Data for Email Templates
I work in a wedding planning boutique. When a bride/couple comes into our studio they complete a walk-in form that includes 27 categories of wedding vendor types (caterer, photography, florist, etc). A bride can check 0-27 of the categories. I have attached a copy of the walk-in form for reference. For example, Susie Bride completes the form and checks caterer, music, and florist on her form. When I enter Susie Bride's completed walk-in form in the Lead module in Zoho CRM, I pick from a multiple
Adding Products - Too Many Clicks!
It would be great if... When I add a product to a quote / Sales order / invoice, a new product line appears automatically rather than clicking "Add Another Line" each time I want to add another product. My Problem If I want to add 10 products I have to click "Add Another Line" a total of 9 times. If I have 4 or more products I then have to keep scrolling down so I can first see the "Add Another Line" link before I can click it I can't click "Add Another Line" multiple times to show multiple line
Custom Function
Hi, I want to set booking date is today's date in lead module using custom function how can do that?
Zoho CRM Workflow Custom Function Reload
Hi All, I've created a Workflow Custom Function for our CRM that is working properly. The custom function is designed to update field values on the current record. Example: Record 1234 has 3 fields, a lookup and 2 text fields (that get populated by the custom function based on what the lookup value is) Fruit (Lookup): APPLE Color (text): RED Type (text): FRUIT My Question: The custom function works properly, but after saving the record, I have to reload the record in order to
How to copy one field to another when a condition or other field is checked off
I have never used Custom Functions. So if anyone has experience in this, please assist on this. I want to be able to have one main address listed and a separate address listed if different from first. But I need the second address filled out automatically (copied from first) if it is not different. This is commonly used when checking out on an ecommerce site when billing and shipping are different. I need this information to be exported to a form out of Zoho. I don't want my users having to manually
Contacts - looping through child custom module records
Hi, I'm trying to write a custom function which will run whenever a 'Contact' is updated - it should update all items within a related list (called ProductContacts which is CustomModule1). How do I retrieve the ID value to pass into updateRecord? I've tried CustomModule1_ID and ID but the idStr parameter is always returning as null I've tried GetRelatedRecords and SearchRecords but to no avail. Could you provide some assistance to allow me to loop through all my customModule record, update one
Copying Date fields
Hello I want to copy the value of a custom field called 'feestDatum' which contains a date to the Deals Closing Date field (or stop datum in my language). I created following function, which isn't working: void Untitled_Function3 (int potentialId, date feestDatum ) resp = zoho.crm.updateRecord("Potentials", input.potentialId, {"Stop Datum" input.feestDatum}); This returns an error: Error at line number : 1 - Mismatch data type for function zoho.crm.updateRecord at argument index 2 expected data
Help with a Custom Function to copy field.
I have two field in Leads Module. Field 1: Sales Agent Field 2: First Sales Agent I am trying to write a function that copies Field 1 in to Field 2. (I will use the function with Workflow, as soon as Field 1 is edited to execute the function) Here is what I have so far, but the function is showing Error: agent = zoho.crm.getRecordById("Leads",input.agent_id); sales_agent = agent.get("Sales Agent"); if( sales_agent != "" ) { leads_map = new.map(); leads_map.put("Sales Agent" , "First Sales Rep");
How to get last sales order of a contact?
I need to get the last sales order placed by a contact in my custom function. What is the best way to get this?
How to fetch product line item in order module. ?
Hi Team, I have a issue in Zoho CRM. How to fetch a product line items ( quantity field ) in Sales Order module ? For that i have written the below code but it shows error. Please check it and let me know. I am attaching the error also. Code : void test(int order_id) { respMap = zoho.crm.getRecordById("SalesOrders",order_id); productDet = ifnull(respMap.get("product"),""); info productDet; qty = ifnull(productDet.get("Quantity"),"0.0").toDecimal(); info qty; } Waiting for your reply.Hope will
List of potentials with no Task assigned
Hello, I have a custom function that creates several tasks and assigns them to every potential in this list: PotentialsList = zoho.crm.searchRecords("Potentials","(RunWorkFlow|=|True)",0,100); I would need a second condition to be met: that the potential does not own any other task already assigned to it. Only Potentials with no Tasks should be included in the list. How could I achieve the list of Potentials with no Tasks assigned? Thanks in advance!
GetUrl return
When I try resp = getUrl("https://crm.zoho.com/crm/private/json/Users/getUsers?authtoken=...&scope=crmapi&type=AllUsers"); pasted my authtoken instead dots I receive this information: {"response":{"error":{"code":"4834","message":"Invalid Ticket Id"},"uri":"/crm/private/json/Users/getUsers"}} What could be reason of this?
Add Contact to Campaign via Custom Functions
Hello, Is it possible to Add contact to a Campaign using Custom Functions in Zoho CRM? For example, when UTM-Campaign in GA is: Facebook, CPC, then add contact to campaign: Social paid. Thanks!
CRM - Variable Data in Email Templates
I work in a wedding planning studio. When a new prospect comes into our studio we ask the bride/couple to fill out a walk-in form indicating which wedding vendors they still need for their wedding. I have attached a copy of the walk-in form at the bottom of this post for reference. There are 27 different vendor categories the bride can choose. For example Caterer, Florist, Photographer, Tux, etc. Each vendor category contains 1-5 vendors. A bride can choose 0 to all 27 categories depending on her
What's Latest in Zoho CRM
The latest enhancements in CRM include the introduction of Zoho Cliq integration with Zoho CRM, Gmail account configuration using Gmail APIs and auto-merge of duplicate records. Read further to learn more. #1 Bring the sales context to your chat window with Zoho Cliq for Zoho CRM Zoho Cliq integration with Zoho CRM offers the sales context to your chat messages so that you can share information with peers on chat directly from your CRM. This integration will also create a chat bot called "Zoho CRM"
Issues with Unsubscribe Mail Merge Tag
Hello, I have cloned a customized template we had in Zoho Campaigns, inserted and updated the mail merge tags for unsubscribe and to update profile, and copied the HTML code into a customized template found under setup in Zoho CRM. My goal is to use this template as a follow-up email to a Zoho CRM Webform we are using on our website. No matter how many times I try, I can't seem to get the merge tags to work. Any suggestions?
No more option to record the description for the call
Hello, We have just noticed that there is no more option to record the description for the call. No such an option any more in the Create Call dialog however the field exists and available. I asked the support via chat and received a response that this has been a normal behavior now since the last 2 days. And, to record the description, we have to firstly create a Call, then go and edit description in it. WHAT? Is that serious? Have you ever tried to call clients and register call using Zoho CRM?
Using CRM and Books for Donor Management
Hi, We are looking at using CRM and Books together for alumni / donor management for a school. I see how we can adjust CRM fields to work: Account = Family Contact = Students, Parents in each Family Potential = donor for endowment potential, annual drive potential Campaign = Alumni class of 20XX, Gold Level Donor We can use Zoho Books to collect donations and pledges. However I can not figure out how we would use CRM to search for groups of donors based on Donor(Sales) history. For example, I
Mail Merge in Wirter no longer works
Since sometime in the last week or so we have found that every attempt to mail merge results in the attached error. "There was an error in creating merged documents please try again later" This is happening for all our users regardless of what machine they use. One of our users wasted a ridiculous amount of time with online support yesterday and in the end had to go home so ended the support call. I'm posting this here in the hope that others with same problem might acknowledge it and hopefully provide
How to avoid duplicates in custom modules
I am using the Zoho CRM API in a VB.NET program and have been successfully inserting records into modules, using the duplicate check feature such that records are either inserted or updated as appropriate. The records to be inserted/updated are in the form of a daily csv file - some new records, some existing records, but none of them have Zoho IDs. The challenge I now have is with custom modules – I understand that duplicate checking is not available in custom modules. So my plan is this:
Problem with InsertRecords on module PurchaseOrder
Hi ZOHO CRM community, I have a problem with an API call on purchase order module, and the ZOHO support doesn't ( or can't) help me. Using the following URL ( yes the zoho account is @ zoho.eu) https://crm.zoho.com/crm/private/json/PurchaseOrders/insertRecords?scope=crmapi&newFormat=1&version=4 With the post parameters : authtoken : <my auth token> xmlData: ( with correct products ID and VENDORID) <PurchaseOrders> <row no="1"> <FL val="Subject">TEST</FL> <FL val="VENDORID">xxxxxxxx</FL>
Record of mail merge
When I merge a document such as a letter using the Microsoft Office plug in, or Zoho Writer is it recorded somewhere in the contact or lead record?
Time taken on a task
I notice that you can record the length of a call, but not an event or a task. When a potential progresses from beginning to end it is just a series of tasks/calls/events in a process. I have most of it automated depending on the type of sale and triggered by updating the sales cycle field. It follows that you should be able monitor the time of each of them so that you actually know how much time you spend on each potential. This gives an idea of profitability of each potential. I would think this
Task Owner not showing up in tasks
Hello, We are having an issue when using the Zoho CRM App with Tasks. We are creating a task from the App, but not all of the people who have a Zoho account are then coming up on the 'task owner' section so we can't assign the task to the relevant person. Can you let us know how to fix this please?
Tip #12: Automate the generation of leads via social media
Hello everyone! We are back this week with a new tip on social selling. Please refer to our previous tips here. Social media is undoubtedly a gold mine for business prospects. It can be a really effective lead source, but only if you reach out to the right people at the right time. With Zoho CRM, you can ensure that you do not miss out on any valuable prospect from social media anymore. This is achieved by setting up what we call "social automation rules". These are just like your regular workflow
Contact Alerts
Hi, Is there a way within Zoho CRM where I can be notified that I haven't reached out to a contact for a while and the system notifies me of that? I want to stay in contact with people but I have so many contacts it is easy to lose touch. I'd love to have a way where I can tell the system to notify me (in certain intervals like monthly, quarterly, etc...) to reach out to certain people. I would appreciate any help. Thanks - Eric
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