New Team Members Unable to view Shared Account Data
Hello Please assist: I recently created two new user profiles for my Zoho CRM team account, however both accounts appear unable to access shared team data for Leads, Accounts, Contacts, Potentials and Campaigns... All fields appear blank, while new user profiles had previously been able to view data and activities shared across the whole team. Please advise if there is a fix for this issue as a matter of urgency. Kind regards,
You have some flaws in your programing
I have been playing around with the new template design function online and have noticed a few flaws. I created a table with 6 columns and the top row has the names of the columns. I added spaces to help size the widths of the columns. I noticed if I email the template from my computer the columns widths do not save. HOWEVER If I email the template from within my iPad app the columns widths are saved how I set them. Another thing I noticed is I can not save a table width by set pixels. It reverts
Updating a Lookup field on CRM from Survey
Hi, I would like to integrate my Survey with my CRM module, however I am having trouble with it updating look-up fields. The survey is used to log device inspections, so I would like to update the device inspection log and link it to the serial number of the device. the survey collects: serial number check 1 (y/n) check 2 (y/n) date & time completed by On the device inspection log I have used a lookup to look at my device inventory. I cannot update the serial number field from the survey. can I
bug on invoice and quotes
For the last couple of days invoices and quotes does not appear to always be updating amounts correctly so that the totals are incorrect. We sometimes need to close and open the form several times before it sorts it self out. IDEAS
Email accounts?
On the control panel online when I click on Accounts to see the list how do I send emails to them? I see no link to send emails. I do however see a link on my iPad but would prefer to send the email from the website control panel.
Best Practices: Optimal File Storage Method?
Would like to hear from Zoho CRM users.... Does anyone have a really good method or uses an add-on to manage files for Accounts. The issue i'm finding is that is cumbersome to upload and download files. We get a lot of attachments through emails and we would like to drag and drop the attachments into the account or accounts folder straight from Outlook. Currently the process is that we have to download the file then upload it to zoho. Does the Gmail or DropBox integration solve what i'm looking
API getRecords and Layouts
If a field "Sample Field" is added to a specific Layout "New Layout" and is not added to the "Standard" layout, the getRecords method does not return any data related to the "Sample Field". There is simply no element in the XML tree for "Sample Field" The workaround is to add the field to the "Standard" layout.
How to auto populate field Pick List menu
Hello, I imported records into existing field types and the "Lead Source" field is a Pick List field type. There are about 20 different phrases, ie, lead sources in that field in the database I imported. Is there a way to have Zoho auto populate the menu list with the unique values of the 20 lead sources. I don't want to have to type all of them into the list. See attached picture. Thank you.
Intermittent Bug - CRM Emails Not Merging Fields
For the past 72 hours we've had the odd email (using Email Templates) sent out of Zoho CRM being delivered with all merge fields blank. The issue appears to be highly intermittent and we can't seem to determine any pattern. Appears to occur regardless of the template being used and all templates have been in long term use in our organization. (These are not newly created) Anything reported on your side Zoho? Anyone else? Embarrassing for our clients to receive templated emails that are missing the
Why is every activity HIGH priority?
Hi there. It seems that Zoho CRM is set to default every activity as HIGH priority. Can we change this to default to NORMAL? If every activity is 'high' priority, then really no activity is 'high' priority (if you know what I mean?). And having to manually switch each and every new task to 'normal priority' is a hassle and unnecessary. thank you!
Custom Modules should behave just like contacts or leads
It is very imperative that a custom module should provide the same features as Leads or Contacts. The reason a company might need a custom module, is because they have unique clients/customers. One type of client or customer has a certain need and the content needs to be unique and different. It's great that we can have this. What is not great, is that the custom module lacks many of the features that a Lead or Contact module does. Here are some things that need to be fixed in a custom module: There
need help with a Quote form.
I want to create a quote form where I can list about 10 items. I want to have item number, order qty, Pkg Qty, Total Qty, Description, Package Price, Price Per Unit, Total Price. Then I need a Subtotal, Tax, Freight area with a grand total. And of course I need an area with sold to, bill to, date. Is this possible? What I use now is an excel spreadsheet which has all this. Thanks
Two completely unrelated questions
Hi all, Question 1: I want to create a button with sums the values of two custom fields and change the account 'amount' field to that sum result. So amount = field 1 + field 2. I would add it as a formula, but the amount is a special field so I cannot do it. I am trying to use deluge but it's so complicated I cannot understand, it always gives me an error. It sounds so easy to implement that I thought it would be easier to just ask here. Question 2: Does Zoho CRM or any other Zoho module have a way
Api searchRecords with filtering correctly
The following criteria I use: https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords?scope=crmapi&authtoken=-Token-&criteria=(Status:Tramitar) For example, there is a list of records in the Purchase Orders module with the "Status" field. At times it displays the documents but does not match those of the status assigned to it in the criteria. Sometimes it only returns some of the matching results, but not all of them directly confirm in zoho instead of using the search API.
Now, does it have
Trouble with the API method searchRecords
When I invoke the searchRecords method does not throw the information correctly This is the instruction I send you https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords?scope=crmapi&authtoken=Token&fromIndex=1&toIndex=100&criteria=(Status:Tramitar)
formula to convert date and hours into total hours
I am trying to get the value of: start date & time and the end date & time. For example: 04/05/17 - 9:00 am and 04/05/17 - 5:00 pm = 8 total hours The value I am looking for is the Total hours hired for the day....In this example, the answer is 8 I am using the Date/Time field in Zoho CRM Please let me know if you need additional information. Thank you ahead of time, Jules
it tips "inactive user" when execute Custom Function,email is confirmed.
it tips "inactive user" when execute Custom Function,email is confirmed. What's the reason?
Age Potentials by Last Time Activity (ie last call)
I am wanting to age our potentials by last time called/activity. This would require a schedule to run every night to set each potential to last call grouping (ie: Under 14 days, 15 to 30 days, 30 to 45 days etc). I am having troubles trying to figure out how to do this? Any ideas
Cannot Find String Function Proper ()
In custom functions, I need to be able to convert a string to Proper Case ) if first character in each word is capitalised. This is needed to clean up address fields etc. Are there any plans to add this function? John Legg Owner: The Debug Store
Access unique custom layout fields in Custom function
Hi, I was wondering if you have any idea for when the following will be possible with regards to custom layouts: - Retrieving all fields from a record using "getrecordbyid", including the unique fields. Currently only the fields that are shared with the "Standard" or main layout are retrieved. If I have any unique fields, their values won't come back. - Updating unique fields in a secondary layout - If a second or third layout has unique fields, you can't update them via API or custom functions.
Call Zoho Creator function from CRM function?
Is there a way to call Creator custom functions from inside a CRM custom function? Since CRM custom functions can only have a return type of void, I am wondering if I can write a custom function in Creator with a different return type (like int, or string) and then call that function from a CRM custom function? So far it seems that the 'call function' line in CRM custom functions can only call other CRM custom functions, which all must have return type of void. Am I missing something?
Calling Zoho Creator function from CRM Custom Function
Hello, Is it possible to call a function created in Zoho Creator from a Zoho CRM Custom Function? Here is problem this is trying to solve: I have several CRM modules where tasks are created. There is some processing before the tasks are created. I would rather not create x separate functions to handle this (because they're very easy to generalize given the right parameters and because code duplication is a terrible programming practice) and so I have created a general function in Zoho Creator
Custom Function not working
so i was trying to use the custom function like this data = zoho.crm.getRecordById("Accounts", input.accountId); info data; Could you tell me what is wrong with the code? it always return data null even if i only try to get list from the module like this data = zoho.crm.getRecords("Accounts"); info data; it is still return the data null. could you help me with this Thank You
Creating a formula field which is editable by the user
I have a client which needs to be able to add fields to a form on the fly, so that he can enter custom calculations for a particular "job". Some jobs are different, and require different calculations which may be very specific to that job, and will never be used on any other jobs again. To get around this problem, he currently has to export data from his database into an Excel spreadsheet, where he can compute the custom calculations, and then creates a Word doc from that data. I would like to create
script sent to me by Zoho doesn't work
This is what was sent to me: If(Tonumber(${Resolute Accounts.Final Mkt 2017})<Tonumber(${Resolute Accounts.Initial Assess 2017}),${Resolute Accounts.Final Mkt 2017},${Resolute Accounts.Initial Assess 2017}) If(Tonumber(${Resolute Accounts.Final Mkt 2017})<Tonumber(${Resolute Accounts.Initial Assess 2017}),${Resolute Accounts.Final Mkt 2017},${Resolute Accounts.Initial Assess 2017}) This is the response i am getting: Syntax Error. Check the examples for any functions you're using to see if you formatted
Client with multiple branches
Dears, I have a client with 120 branches and I need to create events and tasks for each one of them. Is there a way to create these branches as sub-accounts for the main account? Thank you, Anthony
How to create a summarized field
Hello all In the accounts form, I would like to add a summarized field to compute the total of the Deals, but I don't know how to do it. Thsnka in advance
FTP upload into Zoho CRM from Five9 telemarking software
Hello, I am using Five9 telemarketing software to do outbound and inbound telemarketing. They will be recording all the calls our telemarketers make. The telemarketers will be generating qualified leads and pushing them into Zoho as a lead. With that, I'd like them to push over the call recording. Five9 can only send that through an FTP. Is that possible.
how can we have the images associated with the Location map in the Contact modules
When we click on the location map (address information)in the contact modules.How can to see the image(front view of the company )? how can i get this done..
How to change the order of Notes in Contacts to make the most recent appear first rather than last
All Notes are in visible in Oldest to Recent order oldest at the top. With tons of note history from legacy systems, scrolling to bottom for each contact is hugely inefficient. Thanks, Russ K
How to set up an app
I need to set up an app for our people in the field to be able to see dashboards in advanced CRM and reports, and also be able to search for projects. Can someone point me in the right direction to get started setting up the apps? For some reason I can't seem to find anything on customizing apps. Just a tutorial page or a place to get started would help greatly. Thanks.
How to place/Add iframe in Lead,Contact and Account view
How to place/Add iframe in Lead,Contact and Account view? we are integrating Zoho with our one of the predict application. Is this possible in ZOHO? Please share your view/suggestions on the same.
Lead Source in Leads different then the one in opportunites.
Hi, We have a Lead Source pick list in Leads and one in opportunities but they aren't the same but seem to be mapped??? If they are mapped after they were created separately would this be the problem? The reason we want them the same is some of our leads we pass onto distributors so they will never be converted and an opportunity created under that company but we still want to be able to track the conversion of these. Thanks J
Indication that an order has been printed?
Hello, We are using Zoho CRM for order entry. Current process: - enter sales order data - save - open print preview window - print - close print preview window - reopen sales order - edit sales order - check box for "printed" - save sales order Would there be a way to automatically flag the order as "printed", instead of reopening and editing the sales order? Thank you, Micahel
when Field A = 0, Field B is required, when Field A = 1, Field B is read only.
Can Zoho do this? with what function?
??Duplicated Contacts??
Hi 2nd Post, Creating a view list from Contacts for a mass email. When i create the view list i find have several duplicated contacts. Further investigation after doing a deduplicate i find that the contacts aren't actually duplicated, but rather that the list created has generated the same contact for each product that is listed on the Contact page. So for example a contact with the name Tom Jones who has four products would be listed four separate times on the view. Looking for a solution to eliminate
How To update "Contacts" in a Potential
I created a potential and map a contact to it, i try to replace the contact with the new one but it added with the current contact how to reset the attached contacts with the Potential through CRM api?
blueprint -- field empty is not the same that value 'none' selected
Hello, I need some help with Zoho Blueprint ussage. I've created a workflow and, in a determined point (2), it's possible to go back to a previous point (1). One of the conditions to access to point (1) is that determined field has to be empty (the field is pick list type). So, first time I access to (1), condition is reached. After that, value in the mentioned field changes. Once I arrive to point (2), I've configured as 'after' condition, to update mentioned field. But in this case I can't select
. NET library for Zoho development
Cannot find examples of XML messages for insert, update, delete from remote .NET application to Zoho objects
Need attachment image url
I want to show my attachment image to show in my website, can u add my attachment url with my vendors records, then its easy to call the image url to website, Kindly provide php codings...
Next Page