Formula Field Question
For starters, yes I did read the https://www.zoho.com/crm/help/customization/formula-field-examples.html to try to help with this formula. So do not point me to that please. I have a IF ELSE formula I struggling with. Basically I have field called Attorney Fee showing as currency. What I need is that whatever that inputted in there should reflect an amount shown in currency for our finance option. Here is an example: $4500 attorney fee should show as $216. Here is the formula I created with all
Problem with Delete action in Workflows / Rules
Hi, When I delete an invoice, I'm trying to get his Sales Order Id to update a field on the Sales Order related to that invoice, but the fact is that the Delete action enables me to get that ID when I send an email or via webhook, but not in a custom function. There's any way to solve this? My code is like: salesId = zoho.crm.getRecordById("Invoices", input.invoiceId); id = salesId.get("Sales Order"); field = salesId.get("Billing"); updating = Map(); updating.put("Updated field", field); update
Event Types Issue
I also sent this in an email to CRM support (five days ago), but have not received a response... So I thought I'd try here instead to get this issue resolved. I am having a problem with the Events displaying their type. I made a change to the event type categories (replaced an existing category with a new category) and Zoho alerted me that the related events had been updated accordingly. However, now the event information is not displaying correctly in the pane, and when I try to search by activity
Error at line number : 3
First of all, I'm not a developer. Just an enthusiast. I'm trying to get some info from a module to another module but it returns error. Can someone help me? response = zoho.crm.getrecordbyid("CustomModule1",input.contID); E-mail = resp.get("E-mail"); Clientes = resp.get("Cliente"); responseUpdate = zoho.crm.updaterecord("CustomModule4",input.incID.toString(),{ ("E-mail") : "E-mail","Cliente" : "Clientes"}); RETURNS: Error at line number : 3Improper Statement Error might be due to missing ';' at
overview of step by step example of usage?
I'm looking for a tutorial that gives a basic overview of the process of using zoho day to day? (everytime I search for workflow, I get workflow automation, which I think is a different thing?) Something like: You get an idea for a possible customer, you put them in leads you call them up You promote them to accounts and contacts, you strike a deal with them, you put the details in <this> area etc.... The problem I have is that my sales guy says "it's all wrong, accounts are only for people you
Form Field that indicates the previous page visited
I would like to include a form field (a hidden one) that includes some code (PHP?) that indicates the last page that was visited before reaching our contact us page form. The reason for this is that our Contact page is common to all of our products and I need to know which page they visited before they filled out the form. Our Zoho contact form is used in our Wordpress site. Any suggestions anybody would have would be appreciated. Thanks!
Establish a relationship between Contacts module and a Custom Module using a custom field ?
Hi Zoho Developer Team, I have two modules called Users and Transactions to be integrated to my version of Zoho CRM. These two modules are interconnected via unique field User ID.I am planning to insert all the information of Users module to Contacts module via Zoho API. For transactions, I will be creating custom module and migrate all the transaction data there. By default, linkage works using Contact Name(when I lookup Contacts Module in the Transactions module). However, since I don't have unique
16 clicks to preview for 1 correction on an email template
I just did a click count and found that it took ~16 clicks to preview the content of an email template. If I have to make any edits I'll have to redo the ~16 clicks... Email template preview with loaded data/merged data should be at the top of the Sep rollout list (I hope) Dennis p.s. Oh yeah, here's the screencast of the whole thing... it took me nearly 5 minutes to edit one email template: http://www.screencast-o-matic.com/watch/cij2hnxO dgd
Screencast: Email Templates: No Preview and a Bug
http://www.screencast-o-matic.com/create?step=share&sc=cijfhxvC Zoho: Email Templates: No Preview and a Bug as administrators can't view the templates in other folders... To see the rest of my screencasts I recommend you go hear and download the ones that you want to view if you have problems with playback over the web. http://www.screencast-o-matic.com/channels/ciiwnKhP dgd
Activity Report Export; ordered by activity owner; report comes back blank
Hi, I am trying to export an activity report. I can export it when I just leave in the default view, but as soon as I order the activities by activity owner, the report I export comes back empty. I have tried it both in Chrome and IE I have tried it on two different computers. the report is about 50 entries, so nowhere near either 20.000 or 2000 entries. has this got to do with the plan I am on? I have full admin access, but could it be a permission thing? has anyone experienced and fixed this
formula to strip the time from Created Time
i want to create a custom field which will have striped date from Created Time in leads module. what is the formula for that??
Synching with CRM
Hi - We are setting up Desk and making sure our client info is synced correctly with CRM. When we had a new ticket with a new client it automatically set up the new client in CRM (yay). When we opened the ticket and filled out what Account they should be under it did not auto update in CRM (boo). We also noticed in CRM the Client and Account are not associated in either record. We have the fields mapped in Desk/CRM mapping to have Accounts linked to Account. Your help is appreciated - thanks!
Custom Formula error returning a date
I am trying to create a custom formula field in Leads, but I am getting a syntax error. The formula Return Type is set to datetime: If(${Leads.Outbound Stage} == 'SQL 020', now(), adddate(now(), 4, 'DAY')) I get this error: Your string is either missing its quote marks, or it needs a comma separating it from another value. The Leads.Outbound Stage field is a dropdown list of set options. I ultimately want to create a date field that is changed based on the value of the Outbound Stage selection. A
Bind Contact with Deal With the Contact Id Via Api
I'm trying to bind my deal (Potential) with a contact, It is binding with the api but the main problem is this is binding working with the contact name Not with Contact id. What will happen when i'll bind the deal with the contact which have same names. ? so i need to bind this with the contact id not with contact name.
Mail de rappel de rendez vous
Bonjour Je voudrais faire un modèle de mail permettant d'envoyer un rappel de rendez vous J'ai créé le modèle de mail à partir du module " Evenements" pour avoir accès aux champs de fusion des évènements et des contacts. Le modèle réalisé est correct mais on ne peut pas le choisir pour l'envoyer depuis un contact. Comment faire pour avoir la possibilité de choisir ce modèle de mail ?
Cannot edit my own role and profile
I am the super admin on our account. I am able to change everyone's role and profile, however when I click on my own name I cannot change the role or profile.
GetResponse integration error
Hello! We tried to integrate zoho.eu CRM with our GetResponse account via API but failed to do so. GetResponse said the key was invalid. We contacted GR support and after scrutinizing the issue they learned that ZOHO returns error error code - 4834
error message - Invalid Ticket Id and they were unable to fix the issue on their end. The weirdest thing is that we can integrate zoho.com with GetResponse no problem. However, we really want to have our instance run on the European
how to create a field that is visible in the budget and in the invoice in zoho crm
I have a custom field, "CUIT". Is a text field in the budgets and I want to move it with the budget when I converted it to an invoice. How can I managed this?
Grand Total does not show
Hi, I have a problem from last week. When I create an invoice the grand total field appears empty. I have tried with different templates but it only works with the original one, which it is in english and we need to create the invoice in spanish language. I have seen a lot of comments in the forum about this issue but I do not see any solution. Could you help me, please. As you can understand this is very very important for us. Thanks
Not able to "save" a "new event" in ZoHo CRM
Dear sir, madam, For days now I can't "save" a "new event"; once I click the green "save" button, nothing happens [see attachment]. Please let me know what can be done - thanks, Robert
API Limit Question
Hey Everyone, I have a question regarding the API limits. I've noticed that when integrating the API with our website. The way that I wrote the code calls an API request each time someone accesses the information. If there are only 4,000 request per day and let's say we have 100 active users on at a time then that will get eaten up really quickly. Are there any best practices out there that will only call the API when needed? One solution I can do is just call an API request and get all the information
Escaped XML data within Note Content does not get entered.
I have instances of user-inputted data I would like to be entered into Note Content from the Zoho CRM Developer API. For the majority of the XML data I submit to Zoho, in Leads and Contacts for example, I'm able to escape user-inputted data. I've handled this by wrapping the user inputted data in <![CDATA[...]]>. However, when I try doing the same for Notes, specifically the "Note Content" field, the field comes in blank to my Zoho CRM. I believe this is a bug in Zoho's CRM system.
Outlook Integration - Syncing Emails
We have 3 Zoho CRM users within our company with the potential for more being added later this year. We each have access to all contacts, potentials, etc - we share everything except activities/tasks. Each of us are using the Outlook 2016 integrated plugin. When I receive an email from a contact, often times either one of my colleagues will receive the same email. When this happens, it is likely that we're both going to add the email to a contact unknowing of the fact that the other is doing the
Viewing Google Street view in ZCRM
I am using Zoho CRM for a real estate investing business. Does anyone know if there is a way to display the Google Maps Street view of a property in Zoho CRM?
Vonage Integration
Is there a possible ETA on when integration with Vonage might be available?
adresse e-mail
Bonjour, J'ai créé un champ supplémentaire adresse e-mail Lors de l'envoi d'e-mail est il possible de choisir ce champ plutôt que le champ e mail proposé par défaut par Zoho CRM ? Vincent
iPhone iOS 10 not logging calls automatically
I am having problems getting my iPhone to log any outbound calls. I am no longer getting prompted to log a call after an outbound to a contact in Zoho. Any help?
Mailchimp Integration
Hello, I am needing some help. Does anybody have a recommended source for information on the Zoho-Mailchimp integration. We are working on a system to import large amounts of records into Zoho that will sync into Mailchimp for us to run a mail campaign out of. Let me explain what the process we are trying to implement - any information or advice is appreciated. Import record data base into Zoho Leads module --> use Lead source to ID records that are part of this mail campaign Zoho Leads (specific
Third Party CTI
Hi Support Team; I have a question that, is it possible to integrate 3rd party cti with the zoho crm. I want to implement below cti in the zoho crm; https://elitefwapidoc.ourcontactcentre.com/ipscape The implementation of this elite telecom api is not available in phone gap. Is it possible to implement?
Zoho email templates for multiple modules
Good afternoon, I am trying to find a way to automate follow up emails 2 weeks after a purchase date. I am entering the purchase date in as an activity as the purchase date = event date that we provided services on. We use a scheduling system so this is done manually. The due date for the task is the date of the event. At this point I have set up an automation to email the contacts which have this task on their profile 14 days after the due date of the task. I need to find 2 things (1) how to test
Forgoing duplicate check for leads when using insertRecords method?
I am currently using the Zoho form to catch leads from my website, the form works great but there are a few things I do not like about it, like the old school captcha and it's formatting. Using the Zoho form, if a lead which subscribed previously tries to resubscribe again, using the same email address, the lead is added to the Leads section of the CRM again. Which works great for me, as a previously dead lead might turn to be live again. After deciding to update the form looks and using insertRecords
Trouble with permissions
Hi, In my company I have some roles: entertainer, producerBCN and producerFR Entertainer shouldn't be able to see or modify the records that are property of producerBCN. In other hand, producerBCN should be able to see and modify the records that are property of producerFR. And finally producerFR shouldn't be able to modify the records that are property of producerBCN but have to be able to see them. How can I configure this permissions? Regards,
Zoho email add on for Zoho CRM
I've looked and looked but cannot find this Setup-->Personal Settings-->Email Settings-->IMAP/POP3(Zoho Mail)-->Configure Now. to setup the integration from Zoho mail to Zoho CRM. Am I missing something?
Audit Log
is it possible to delete history in audit log ?
Delete leads but not contacts or accounts
Hi, I want to delete the Leads I have in the CRM but do not want the Contacts or Accounts that have been created to be deleted. I'm assuming that because I converted Leads to Contacts or Accounts that they are identified differently from Leads? Will I be okay deleting all Leads and the Contacts and Accounts will remain? Many thanks for your help, Kelly
getRelatedRecords to get accounts related to Custom Module entry
Hi all, I am trying to get related accounts of a custom module (business partners) entry. Here is the query: https://crm.zoho.com/crm/private/json/Accounts/getRelatedRecords?authtoken={auth}&scope=crmapi&id={id}&parentModule=CustomModule2 But I am getting: { "response": { "uri": "/crm/private/json/Accounts/getRelatedRecords", "error": { "code": 4401, "message": "Unable to populate data, please check if mandatory value is entered correctly." } } } However I can get Tasks
CRM_ERROR_PAGE_500::::EXCEPTION
Hello, When I try to check my 'field updates' (in automation/workflow rules), I get the error shown below: CRM_ERROR_PAGE_500::::EXCEPTION Could you tell me how can I solve it? Is this a bug or is there any way to avoid it and check my configured 'field updates'? In addition, when I go to blueprints and I edit one of them, I'm trying to configure as an 'after' rule to update a field. If I try to associate an existing one, nothing happens. It's supposed that I should see a list with every field updates
Formula to Calculate Fiscal Year Contract Amount
I am having trouble creating a formula to determine the revenue generated for an opportunity within a fiscal year. For Example: ${Opportunities.Monthly Recurring Fees} will generate $2,500 a month in revenue. Fiscal Year Ends 3/31. If contract closes on ${Opportunities.Closing Date}, how much revenue will the opportunity generate between ${Opportunities.Closing Date} and 3/31 of next fiscal year end. The issue I have is determining the number of months between the closing date and the fiscal year
How to restrict users from seeing others data?
We have sales members from different regions and we do not want them to have a view of each others deals/accounts/leads... So, how do we restrict users from seeing others data?
Replacement for Sage ACT!
I would really like to speak to someone about a business that is currently a ACT! Gold reseller that is interested in becoming a Zoho partner and attending Zohoholics next week. Emails to sales are unanswered and the sales phone number goes in to a queue of 1 and dies.
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