Email Template
Hi, When I sent a test email to self and opened it with outlook there are white lines between template sections showing. It does not look good. How do I fix? Also what is applicationpng which is showing as an attachment? Thank You
Cannot insert invoice with product!
Hello, I am trying to add an invoice with one product, but I receive error: 4835Unable to parse XML data. The code looks like this: $ch = curl_init('https://crm.zoho.com/crm/private/xml/Invoices/insertRecords'); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_POST, 1); $xmlData = '<?xml version="1.0" encoding="UTF-8"?> <Invoices> <row no="1">
Intermittent "Permission Denied" error when editing text fields in Leads, started this week
Hi there - refreshing multiple times and restarting the browser both make the problem go away for a while, any clues about why this might be happening and how to fix it long-term?
Adding the field "attachments" to my Quotes section in Zoho CRM.
I would like to be able to add attachments to the quotes page tab. How do I do this?
Update Account owner based on Contact owner
Is there a way to automate updating ownership of accounts based on related contact owner? Typically we have contacts in our CRM and then we have Accounts created through an API when they sign up on our website. The goal is to assign those newly created accounts to the owner of the contact. Thanks, Esben
Skype for CRM
Is there an option for Skype Chat/Calls intergration yet with ZOHO CRM
Duplicated campaigns on Zoho CRM
Hi. I sent an email campaign using Zoho Campaigns. When I check my email campaign on Zoho CRM, I see the campaign with my name like an owner and the same campaign with the name of another person. Why? Daniel
I deleted my super admin account how can i change any other account to new super admin
Hello , I have email setup with the organization earlyman(dot)design. My super admin was admin(at)earlyman(dot)design but by mistake it got deleted. How can i access my super admin now. IS there any way i can change the other user as a new super admin. Thanks
How remind the user if a record is still in old status after a period
Hello. I have a task to remind the user if a record is still in old status after a period of 24 hours. How can I do this? Thank you
Speacial characters not working
Hello There, Please see the below request. This don't want to work when i use '&' here in xml. please let me know for the solution of this. $xmlD = '<Potentials><row no="1"> <FL val="Study Duration / Plan">7 Years</FL> <FL val="Field of Study">Arts</FL> <FL val="Interview Date">2017/07/06</FL> <FL val="Provisional Application Fee Paid">750</FL> <FL val="Application Fee Paid">2000</FL>
Automatically Link Contacts to Accounts
I have imported all my Accounts and Contacts into Zoho CRM. I have 3000 accounts and 11000 contacts. Unfortunately the link from contact to account did not happen. From what I can see, all I need to do is populate the Account Name field of the contact with the Account Name of the Account. If I do this manually then I see the contact associated with the Account in the Account record. Anyone know how to write a custom function to do this automatically based on the main phone number as the contacts
Email is on google via IMAP - how can I keep emails appearing in relevant CRM contacts after closing an account?
Hi there We were advised to set up google email via IMAP and have it nicely working. How can I remove gmail and Zoho users though and still have their emails appear in Zoho CRM in the client record? Thanks! Nick
How can I remove the first "Contacts" area on an account's page?
When I navigate to an Account page, there are 2 areas for "Contacts." The one at the top shows only a subset, and one further down on the page shows all (in sets of 10) with more detail. How do I hide or remove the first area, that only shows the subset of contacts? Also, in the second area, can I change a setting such that it shows more than 10?
Is it possible to rename "Billing" fields, just in the UI?
Is it possible to rename Billing Street, City, State, Code, etc. in the UI on an Account page?
multi option workflow rules
I use instapage.com for my landing pages. My landing page has a list of options with 3 checkboxes. This form goes straight into my zoho crm and that checkbox connects to a multi option field that has the same options as the 3 check boxes. Checkbox (instpage.com form) - option 1 - option 2 - option 3 zoho leads multi option field - option 1 - option 2 - option 3 Now I'm trying to create a workflow that looks something like this. If Territory IS TEXAS AND Lead Type IS Web Lead AND Service IS Option
Sum of "Products"
Hi, all - I'm hoping the forum is a bit more helpful than I've found support to be with this. We’re a small market research firm using Zoho CRM to manage our list of panelists, who complete surveys for our projects & are then paid an incentive for their participation. Though the "Panelists" module itself has some customization, it's based on the Contacts module. It's necessary for us to track the amount of money we owe each panelist for: Each Project: The amount they're owed for participating
Integration from Salesforce to send contacts to Zoho CRM
How can I do the following WITHOUT using a tool (i.e. how can I use apex code to send to zoho crm?) I know how to do REST Callouts in Apex/Salesforce but not sure how to integrate with the Zoho CRM API? Create an integration in salesforce that will send contacts to Zoho CRM.
Zoho CRM: Mail with special characters
There is an issue with a lot of german mail adresses. You can't set an adress with special characters for a contact and a lot of german adresses use äüöß. Is there a way around that? Or are you plaing to fix it?
Inserting Notes and link to a call record using API
Hi, I need to add the audioURLl link and notes to a call record that I pushed to ZOHO CRM. But couldn't find any fields in the Call records to add the same Any help would be appreciable
How to prevent an old login appearing?
Around 1 year ago I changed my Zoho CRM login and password. However when I click www.zoho.com/crm/lp/login.html on my toolbar, the old login appears automatically as a prompt. This is irritating and time-consuming, as I have to look up my login and password and enter it manually, when the whole login process should be automatic. How to prevent the old login appearing?
Multiple Contacts
I have two contacts at a Lead but ZOHO only allows me to enter one person per lead. My lead is the company that has two contacts. I don't want to create a second lead. Any suggestions? I'd really like to make notes on the company lead with details on which contact I spoke with.
Nothing is appearing under "Customer" when I go to Activities or SalesInbox
When I click on "Activities", it shows a list of activities by categories of "customer", "Open Deals", "Leads/Contacts", and "Others". But when I create a task under an account with an Account Type of "Customer", the task appears under "Others" on my activities view instead of under "Customers" where I expect it to show up. What am I missing? The same issue is occurring with my "SalesInbox". Nothing is showing up under the "Customers" section there either. I would assume that the "Account
Reports with Data from Leads AND Accounts
I want to generate and export a list for direct mail so that I can send these contacts and/or companies a marketing piece. I attempt to do this in the REPORTS module but you cannot select Leads AND Accounts' data for the same report. The problem is that I need contacts or companies from both the LEADS module and ACCOUNTS module. I know I could generate two different reports but I don't want to. Is there a better way? Why can't you generate a report using both of those modules?
Side Panel - Phone number formatting
I'm in the United States. I know when I key in a string of 10 digits into a contact's phone field, Zoho nicely formats the phone number for me (xxx)xxx-xxxx. That's great. But unfortunately, wherever there is a side panel on the right displaying contact info, the digits are not using the nice display format. For example, when looking at an activity, or at an email in salesinbox, the contact info panel on the right shoes phone digits not formatted.
Auto Respond Email not sending from webform
Hi, I have a webform that is configuring into leads, however the auto respond email is not going out. Today I tried adding an auto respond rule but that hasn't worked either. I'm still waiting on Support to get back to me but it's holding me back from launching my business so I really need a solution! Thanks
Closed Won becomes Closed (Won) in Zoho -- and Zoho's response
We're relatively new to Zoho after being in Salesforce.com for *many* years. We love Zoho, but suddenly saw something that took us for a loop this morning. Zoho suddenly change the format of "Closed Won" to "Closed (Won)" in their Deal stage names without bothering to let anyone know. We had tons of scripts against the API break and surprising to us Zoho support doesn't think it's an issue to just change things like this. Is this norm for other folks who have more of a history using Zoho?
Prevent invoice drafts automatically generated
Hi everyone Is it possible to prevent invoice drafts from being automatically generated when the status of an opportunity changes to accepted? Thanks a lot for your help ;)
SalesInbox Reply to Email - cursor goes away
When I reply to an email from SalesInbox and click in the body of the email to start typing the content, the cursor is blinking and ready for typing, but it quickly shifts and disappears. Very frequently I type the first sentence or two and then realize nothing I typed is showing up on the screen. I have to click a second time in the body area to get the blinking cursor again. It looks like it happens when Zoho places the reply to message/quoted text, the cursor disappears.
Push to dial functionality
Good morning! I am a new administrator to Zoho and I have a question regarding the push to dial functionality. It seems to only allow Skype calls. Is there a way to change this to google voice or another VOIP? Also, I can't get the skype function to work either. Any tips or is anyone else having this issue as well? Thanks!
Enhancements in Zoho Finance Suite Integration with Zoho CRM
The Zoho Finance Suite for Zoho CRM just got better with these latest enhancements! Generate Zoho Expense Reports in the Sales Context Zoho Expense reports for Zoho CRM give you great insight into your sales related expenses. Consider the example of a sales rep who travels to meet a prospect and close a deal. This incurs travel and boarding expenses - so the actual profit is the deal amount minus the expenses incurred to close the deal. To know if what you are spending is really worth it, you
QUESTION CUSTOM FUNCTIONS
HI, i have a question, ¿Is it possible to get the last record under the get related record method? fin = zoho.crm.getRelatedRecords("Events","Contacts",ID.toString(),1,200); for each ele in fin { user=ele.get("Event Owner"); idx=(ele.get("ACTIVITYID")).toLong(); sd=ele.get("Start DateTime"); resp4 = zoho.crm.getRecordById("Events",idx); info resp4; info sd; info user; } A contact has multiple events. I need to get the user that generated the last event to a contact Thank you, bye and regards.
Auto complete telephone in contact
Hi, When I create a new contact in a company, it automatically complete the adress information fields (city, adress, country,...). I also would like to automatically complete other fields like fax or telephone. Is there a way ? Thanks
Analyst revenue tracking
We would like to track the time each analyst takes to perform a task and how much of the revenue each spent on the task. This is easy to track by task, however, how would we chart this for an over-all revenue, by person, by an allotted time. (i.e. - monthly, quarterly, annually?) Is this even possible or would a LIM system be better?
Get Zia out of my browser window
Why is there no option to remove this useless blinking light from my zohocrm session? Super annoying.
Updating contact phone numbers from accounts
I am trying to build a custom function which will inherit the phone number for a contact from the account. I have copied the following script but get errors. Can anyone explain where I'm going wrong? void workflowspace.UpdateContatPhone(int contactId,string Phone) { contactIdStr=input.contactId.toString(); mp=map(); mp.put("Phone",input.Phone); updateresponse = zoho.crm.updateRecord(("Contacts"),contactIdStr,mp); }
Clear Lookup field in Zoho CRM using Custom Function/Deluge
Hi there, Can you please advise how I can clear a Lookup Field in Zoho CRM using a Custom Function/Deluge? I've tried the following without any luck (in this example, I'm trying to clear the "Account" field of a Contact record): zoho.crm.updateRecord("Contacts",input.contactID.toString(),{ ("Account_ID") : null, ("Account") : null }); zoho.crm.updateRecord("Contacts",input.contactID.toString(),{ ("Account_ID") : 0, ("Account") : 0 }); zoho.crm.updateRecord("Contacts",input.contactID.toString(),{
Check field checkbox based on update of another field.
In my budget layout I have a checklist field and several checkbox fields indicating the stage of my budget (like a timeline). I need a code that when changing the field of list and save, the system marks the respective field (checkbox). I tried something with this code but without result: acctDetails = zoho.crm.getRecordById("Quotes",input.acctId); acctId2=input.acctId.toString(); mp=map(); if(input.produto == "Julgamento TRT RO") { mp.put("Julgamento TRT RO",true); Resp = zoho.crm.updateRecord("Quotes",acctDetails,mp);
Enabling 2 buttons to be selected sequentially
Is it possible to force a user to select 2 buttons in sequence? One before the other If so, can we add a hover msg., for the second button stating click the first button to continue?
Map Dependency function is not available for records generated via import, webforms, Quick Create/Lookup Create and APIs."
Have you guys wrote any code to override this Zoho CRM condition?: "Map Dependency function is not available for records generated via import, webforms, Quick Create/Lookup Create and APIs." We use Unbounce webforms API (wfTrigger=true) so, whenever a new record is created manually on Zoho CRM, "lead source" field updates another 4 fields according to map dependency rules previously created, however this doesn't happens if we create the record via this API. If we can mention it here: we can pay for
Update a single Sales Order field
Hi. I'm trying to update a single field in SalesOrders module using API. When I execute the code I got success messages, however the field does not change its original value. Following the code: import urllib import urllib2 import csv #You should have the price book id and product id, for using this API. authtoken = 'be00fd0cdd8b1566c4a2d2cdbe24ad34' xmlData = '' final_URL = "https://crm.zoho.com/crm/private/xml/SalesOrders/updateRecords" with open('/home/carlos/Documents/Embarques_Consecutivo.csv')
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