Error 4832 when searching in a custom module
I can't seem to get results using the searchRecords method when searching on a custom module. My call looks like this... https://crm.zoho.com/crm/private/json/CustomModule2/searchRecords?authtoken=MYTOKEN&scope=crmapi&criteria=(FIELD NAME:VALUE)&newFormat=2 Response is {"response": {"uri":"/crm/private/json/CustomModule2/searchRecords","error": {"code":4832,"message":"API call cannot be completed as the Criteria parameter contains empty field name"}}}
Export Notes - Parent
Hello, For some of our users, they have found it easier to enter in conversation or call notes within module 'Notes' versus logging a call. I am putting together reports that display all of the activity from the current week. This will need to include all activity types and Notes. When working in the 'Report' module, you cannot add in a Parent or Related field for Notes. However, if I went into Setup > Data Admin > Export to export the notes, it will display all of our recorded notes and a 'Parent'
Record of which company is doing business with another in crm
hi i was wondering if there is a way to list the companies that company ABC does business with, as using a look up field would only hold one record but related list could keep a list. hope you understand what i mean?
De-clutter/Archive
Hi! I am looking to reduce clutter with my leads & potentials. Is there any way to archive "junk" leads, "closed" or "won" potentials? I have created custom views to exclude these but is there another way to deal with this that I am missing? Like archiving the info? My activities page has too much on it & I'm looking to just keep actionable items in it. Thank you! Best, Kristin
Account v/s vendor
I would like to know from expert CRM users or Zoho support that if Account Name has sub category of Vendor, why there is Vendor Module. Can I add remarks in the Account Name as specialization of the vendor / customer.
Order of Events in Calendar Component
On the home page, when I display this week's event, they seem to appear in a random order, currently with an event for February 5, appearing before an event for today, February 3. How can I get them to appear in date order?
User 1->0..N Acocunts relationship
Hello, Is it possible to establish relanshionship User-Accounts (1-0..N) using your system? We are planning to import our data into Zoho using API. Our system allows user to manage multiple accounts.
Product sales forecast
Good afternoon, I'm from Brazil and I did not find a help channel in Portuguese, someone could help me.
I need to create a forecast for the first quarter of 2017, for our products .: Ex. (Working with CCTV cameras and access control turnstiles) would like to stipulate values or quantities for these products. R $ 50,000.00 in access control ratchet X, R $ 30,000.00 cameras and CCTV.
Is it possible to do that? Well, I only found it by Zoho CRM users.
Zoho Outlook plugin only Syncing Name/Number/Email
Hello, I've recently added the Zoho Outlook plugin, and upon attempts to sync the contacts, the only fields that are coming over into Zoho from Outlook at the names, phone numbers, and email addresses. None of the other fields in Outlook are transferring into the new Zoho contacts. It is a bit of a pain to update new contacts into Outlook, sync them, only to then have to go into Zoho and type in most of their information again. Is there a way for the plugin to handle this? Thanks
Attach documents to Task
Is it possible to attach a document to a task? Tania
Zoho CRM: Email activity from other users
=== Reposting as previous 'answer' did not answer the actual question === Hi there, we've set up pop3 email accounts for both my employee & myself so that we have full email integration between Zoho & Outlook. I can clearly see that if I click on the Emails tab, I can see all my emails there - same for my employee. I can also see all emails associated to a lead being listed under the lead page. However, I'd like to know if there is a way for me to be notified of each email my employee receives that
I can't log in and use my Zoho CRM and I need to work!
Hello Normally my business partner and me use the same account at the same tie without problem. Today he is working but I can't enter on my zoho crm account and every time I try I only can see that: Could someone help me? My account is info@terraignotaediciones.com It is urgent I need to work. Thank you. Juan Carlos Moreno
Zoho CRM Documents
I am trying to find the Documents tab within Zoho CRM and am having no luck. I am using the CRMPlus edition. Could this be why I am not seeing this tab?
Used some Custom Code to Automate Sending Macro Emails
Edit: Hey there. I have had the same solution. Fixed it with some code on Wednesday. I wrote a solution for a Zoho Macro Mailer. The tool automates the entire process every single day. I have a demo video of it here. If you're interested in this software and want lifetime updates, send me an email at jakeinmn@gmail.com.
TELEPHONE NUMBERS
Why can I no longer put an extention number in the telephone number section: ie 09324 456 789 Ext: 345 in my contacts pages. I used to be able to do so and now it just tells me to enter a valid phone number. Very frustrating.
Different behavior between development-server and live-server
Why can I save on my Virtual Machine and Vagrant Leads in ZoHo CRM and when I play whole live, I get the message: 4834 Ticket Id Invalid ticket. So check if ticket has expired. Best regards.
Delete Row(s) while Updating a Record?
Hello, I'm performing an API Call to the CRM Invoice Module, and I'm curious if it's possible to delete the <product> rows during an UpdateRecord? I know there's a "newFormat=1" parameter that can replace current values with a NULL value, but unfortunately that's not going to work in my scenario. Any help would be appreciated. Thanks!
User can't sign up with email address
We had two accounts for two business. We have merged companies and we are now using one Zoho account. My admin is kchisholm@precisionpv.com. The old account was phoffpauir@precisionpv.com. The new users email is bbarlow@precisionpv.com. He has been deactivated from phoffpauir account, but cannot activate under kchisholm account. It says that he can't be on both accounts. I need him to be able to activate under the kchisholm account please.
Email integration in mobile apps
Are there any plans to integrate email into the mobile apps - specifically, ability to see emails exchanged with an Account or Contact, and to see read activity for a given email as in Sales Signals? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Training Programme for ZOHO CRM
We have the ZOHO CRM with validity and are looking for expert in Zoho CRM who can deliver ON-JOB Training for the staff at our office in Cochin. Please revert with details (price etc.) and contact no. to move forward.
Zoho CRM
Hi, I was given an email address by my boss and I logged on to zoho.com but it asked me an organization and I put in the name of our organization. I am working remotely. Now, my boss cannot see the leads I put in. I need help. Thank you, Carol
inserRecords xmlData returning 4600 error every time
HERE IS MY POST [08-Dec-2016 08:30:17] POST to ACTIVE: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=XXXXXXXXXXXXXX&scope=crmapi&duplicateCheck=2&xmlData=<Leads><row no="1"><FL val="First Name"><![CDATA["swam"]]></FL><FL val="Email"><![CDATA["support@zohocrm.com"]]></FL><FL val="Last Name"><![CDATA["why"]]></FL><FL val="Company"><![CDATA["NCP"]]></FL></row></Leads> HERE IS THE RESPONSE [08-Dec-2016 08:30:18] Response:<?xml version="1.0" encoding="UTF-8" ?> <response
Populate Contacts Phone and Email from Account fields, Custom function
Hello, I am pretty new with Custom functions and would like to populate the fields "Phone" and "Email" of a contact, upon its creation, with the "Phone" and "Email" fields in the Account to which the contacts belong. Account.Phone and Account.Email ------- on Contact creation ----> Contact.Phone and Contact.Email I believe this can be done using Custom functions. Is there any example I could follow? Thanks in advance.
zoho crm 2016 questions
Does anyone know how to remove the contact section at the top of the accounts module above the account section, it takes up far too much space i already have this displayed in the contacts related section further down? it does not display who is the main contact (custom field) which is important or even the job title (custom field) also is there a way to disable or hide the left hand side part of the screen.
Sidekick
Does Zoho work with Sidekick?
a good solution for barcode scanning in Zoho CRM
Please, could you advise a good ready-to-use solution for barcode scanning in Zoho CRM. The process is 1. getting the equimpent (purchase order) 2. creating a barcode 3. printing the barcode and putting it on the equipment 4. sales process... 5. when the deal is won, scanning and creating a doc (sales order) is there standard or 3rd part solution here? For scanning we use a scanner, not a mobile phone.
Auto populate address field on change of account name in contact
Hi there, I'm very frustrated that the address field doesn't change when an existing contact is changed to a new/existing account. Is there a way to manually do this through workflow? We now have a number of records with incorrect information. Is this already a known bug, because it's a big one? Regards. FD.
Please add a Today button to the date fields on mobile
Currently there is no easy way to jump to Today's date on date fields in the mobile apps. Therefore, please add a quick jump button for Today when entering a date. David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Setting Reminders on mobile apps
It appears that the Reminder field on mobile apps is read only. Is this accurate and if so, why? Would be extremely helpful to be able to set Reminders on all devices. David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Sned email from Zoho CRM in Chrome
Hi there What's the easiest way to create and send an email in Zoho CRM? Right now I have to open CRM, search contacts, select contact, click SEND EMAIL button. Is there an extension where I can just compose a new email and add the contact name in the TO: field? Similar to the way gmail works... click NEW, add contact, write email.... does Zoho CRM have this feature to make sending email easier?
Can't log into Zoho CRM
Hi. Since yesterday we can't log in after entering user and pwd and click on Star, the browser says the page can't be displayed Windows diagnose tool says “Your computer is configured correctly but the device or resource (crm.zoho.com) does not respond" Please help
Zoho CRM / Sales Representative / Territory Management
Hi there, slightly complex question which I hope someone might have an answer for. Our company is divided in multiple 'divisions' & I have tried to reflect this structure on the CRM as follow in the 'Roles' section: Group - Administrator Company A - Manager Company B - Manager Company C - Manager | |
Having a customer fill out a quote.
We are helping a client of ours customize their Zoho CRM to better fit their sales process. As part of the process, we would like to be able to have the end customer fill out certain portions of the quote details. Is there a way to make a quote public or shareable so that the end customer can fill in the required details?
Change destination path of converted leads
Hi, is there a way for me to change the destination of the converted leads? Like they'll be sent to the modules I created, instead to the Accounts, Contacts or Potentials. All details and information from the Leads being converted to the modules I made. Please help.
Use Facebook integration with Zoho CRM for a company page instead of for personal page
Hello, I would like to use the new Facebook integration but as a company page and not as my personal page. Is that possible? Kind regards, Lars
Automate Birthday/Anniversary congratulatory emails?
Dear Team, For our contacts in CRM, we need: "An automatic email sent to the contact liest member, triggered by their respective date Of Birth, congratulating them on their Birthday; although we will design and save the templete befor hand, and that the mail merge facility ca be used as is done is bulk emailing. This will be the recurring email sent annually on their Birthdays /marriage anniversaries..." CRM means Customer Relationship Management, and automatic set up as described above will enable
importing attachments to be assigned to relevant accounts
Hi, we've imported our customer accounts with their unique customer codes as Account Number and as Parent Account. When I export the Accounts data from the system, the Parent Account and Parent Account ID fields are not empty. I have my .zip file ready with 3 test-files ready to import into the system as attachments, and obviously to be assigned to the relevant accounts. However, after I map the fields and proceed with the import, I always get the message that the 3 records were skipped and not imported with
Modifying the display of Modules on Account page
Is there a way to modify the fields that are shown in the subsections of the Account page? In other words, under Contacts or Activities, certain fields are displayed, but I would like some control over which fields show there. Is this possible? Thanks
Grouping contacts already in CRM
I have imported my contacts but have now added a multi pick option. IS there some what to go through my contacts and group them under different these multi pick options without having to do them individually? jo
address fields
my customers often have contacts where they are located at a different address that is on the accounts module. sometimes I will need to export the address to do a mail merge for posting out printed material. How can I ensure that I am setting up our new crm correctly?
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