Zoho CRM Mobile Application Tasks
When will we be able to create a TASK in the mobile application that will send an EMAIL REMINDER on the date you want to execute that task? This can be done on the computer version but not mobile and is needed urgently. If I want to send myself an email reminder to go visit ABC COMPANY on July 5th I can't set that up as a TASK. Please advise.
Zoho API uploadFile to Cases
Hi, I need to be able to upload a file to a case but keep getting 4600. The following is the code. Any help would be greatly appreciated. <?php $recordId="my-record-id"; $ch=curl_init(); curl_setopt($ch,CURLOPT_HEADER,0); curl_setopt($ch,CURLOPT_VERBOSE,0); curl_setopt($ch,CURLOPT_RETURNTRANSFER,true); curl_setopt($ch,CURLOPT_URL,"https://crm.zoho.com/crm/private/xml/Cases/uploadFile?authtoken=<my-token>&scope=crmapi"); curl_setopt($ch,CURLOPT_POST,true); $post=array("id"=>$recordId,"content"=>"/Users/john/files/filename.jpg");
Update Events Title Field Using Custom Function
Hi Guys, I am trying to fill the Events Title field with the related Contact name and Event Type preferably separated by a hyphen. After many attempts and google searches this is what I have now, I do not get an error when saving but it doesn't work. void Update_events_title (string event_title, string event_type, string contact_name ) titleupdate = zoho.crm.updateRecord("Events" ,input.event_title ,{ "Title" : "contact_name,event_type" } ) ; Could someone tell me were I am going wrong please,
if data suppression
Hello, I have some questions in case of data suppression following wrong manipulation or mistake (e.g.: excel file upload, mass data suppression etc) - Do you have a back-up for our data? - If yes, how can we retrieve the data from you, following the data suppression. - Process wise, is there a time limit? Thanks,
Filtering Activities
Is it possible to filter views in the Activities tab? Specifically, I would like to restrict some of the views to just Accounts, or to just Leads. In other words, only show, for example, Open Tasks for Accounts. Currently, it shows for Accounts and Leads. Thanks! David
Zoho + QlikView Rest Connector not working
Hi, I am extracting data to load into QlikView app using REST Connector. It was working out fine until yesterday. I am using this connection: https://crm.zoho.com/crm/private/xml/Calls/getRecords?authtoken=<MyToken>&scope=crmapi Suddenly the only module that is still working is Events. All Other modules return zero length string. But, when I post the same connection directly in the browser, it works. Anyone can help me ? regards, Benno.
A report for leads created by source (hopefully ediatable) for a specific time frame
Can you help? i need a report that shows all my leads for a specific time frame (i.e. last month July 2016 etc). I need to be able to filter on lead source and it needs to include leads that have already been converted. I may generate 50 leads in July, some of them convert during july and some may convert in september (or even later) but i need to be able to generate a report that shows me all of those leads, i need to see the lead source too. Can someone wither show me how to do this or create a
Closing Date Displayed in Wrong Format Under Stage History
CRM is displaying dates in our local format DD/MM/YYYY except under Stage History where one date is formatted dd/mm/yyyy and other is yyyy/mm/dd (see attached screen cap).
Pass lead ID into a custom field on Create
I need to pass the lead ID into a custom field when creating a new lead. What would the function look like?
How to auto fill single line field based on Contact Name entry?
Hello Everyone - I have added a custom single line field in the Task Module called "Contact Company". I am needing this field to auto-populate with the correlating Company Name of the entered Contact Name field. (Another words, I enter a name into the Contact Name lookup field, then the Contact Company field auto-fills with that contact's company name) Yes, the "Related To" field does this already, but I need to relate this field to my Vendors module. And the Tasks module does not allow Lookup
Custom button in edit or clone view
I'm trying to figure out how to make a button update some fields while in edit view or cloning view or create my own clone button and modify some fields on opening in clone view. This button would be used in a custom module. Can this be done?
Avaya application server R220 (unified communication server)
Hi, We would like the integrate Zoho CRM with the Avaya PBX at our location. The vendor architecture shows that they are installing an Avaya application server- R220 (unified communication server- voicemail pro, contact recorder and webRTC gateway) Will that work with Phonebridge or is there something else I need to ask them to install? Thanks in advance.
Training videos and assesment exams, quizzes for new hire employees
Does anyone has any recommendation for training and a test before hiring someone? To make sure they watch and understand the tool before they start using it.
Custom Quote Template
Is there a reason why suddenly <style> ... </style> tags are being stripped from quote template designs? I had perfectly fine quote templates. I edited a phone number on them and now they are all messed up. Everytime I paste the code in and preview, it displays perfectly but when I save everything from <style> ... </style> is stripped. Anybody else having same issue?
How take the id leads?
hello please help me I want take the ID leads in custom functions, I am try this way but it not work CG = zoho.crm.getRecordById("Leads",input.CGID.toLong()); CareGid=CG.get("id");
Problem with setting up Services and Products
Hello! I am new to Zoho community. I want to set up CRM for a client. The client is a Beauty salon. We want to use Professional plan. SO they sell services and not products. But at the same time, they use some products for these services and they would like to track inventory. Does anybody know how could I set up Zoho to function like this: - When we sell a service we can also add products that have been used with quantity they were used. And then that should reflect our inventory. For one service
adding a new button
I have added anew button that sends mail to desired email with specific fields. i now need 2 more things: 1)to have a condition on 1 param that if it is empty, to send another param instead. 2)i want to set it in "view" and then send it on multiple records. currently it's on list view so when i send it send per record. but when it is on view it and i mark for more then 1 record, it puts all the params toghther. how this can be done? thx
Closing Notes with Completed Tasks
Is there a way I can close notes for a particular task when the task has been completed and closed? I have multiple tasks for each client and would like to record notes for that particular task without it staying on the contact page after the task has been completed. Thank you
Zoho MailChimp Integrations - Syncing only a subset?
Hello Zoho Community, I am researching options for Zoho/MailChimp integration. For the client I am working with, the Zoho CRM database contains only a subset of the total contacts. We do NOT want to sync all of the MailChimp contacts to this database. The problem we are trying to solve is this: We want to automatically sync unsubscribes from MailChimp to Zoho. When someone unsubscribes through a newsletter, we want to update the data in Zoho to show that they are an Opt-out. Is this possible? Would
Very disappointing
I post these comments as there are apparently many people that like this program, but, wow. I am amazed at how bad the initial contact was, and I hope the company realizes they may have a problem to address: My initial call into the company was to the Sales area, and it was amazingly weak. I asked the person about 2 features I am curious about and both times he had to put me on hold and get the answer. Than the main option I desire, in order to switch to ZOHO, he first told me is not available and
Responsive email
Hi, I have a responsive design email that I want to create a template using. Each time I add the HTML code to Zoho, its seems to strip the CSS from our email. Does anybody know a way around this? Thanks Alex
Creating Potentials vs Sales Order reporting
Hi, We currently do not use the potentials field of Zoho, but would like to engage it as sort of an account forecast function. I want the sales team to project what equipment they are going to sell to each account, and then see what they actually sold against that projection. We need this to work at the product level. I.e. for every account we want to say we hope to ship 5 model A, 9 model b and 3 model C for this year. As the sales come in, I want them to be able to see what is sold, vs what is
import wrong columns into zoho leads from campaign monitor
Hi i had tried to import leads from campaign monitor into ZOHO crm but i had mapped all the columns correctly before importing. in my CSV .... if i clicked "save as" it was unicode-16 but if i import using unicode - 16 ... i will get gibberish during the mapping section. but if i chose unicode-8.. mapping section is fine but after importing.. the information will go into the wrong column! please help!
B2C and Repurposing Account Module
There's been a LOT of talk about B2C in the past I see. I did find https://www.zoho.com/crm/help/customization/customize-zohocrm-for-b2c.html and it helps. I have a different idea how this should work for us though. We're a retail window and door dealer. In my perfect world I simply renamed Accounts to Households (or Properties - either is fine) and figured all would work fine. Turns out this now requires the Company field (can't edit the name even) to create an Account. My perfect Company (or Household)
Today's CRM upgrade
Today I pressed a link in CRM 2016 to enable bug fixes etc. Can somebody advise me the details of the upgrade?
Custom Modules Question
The standard modules aren't working for us so here's what I've done. Created a custom module called Properties (replaces Accounts module) Created a custom module called Homeowners (replaces Contacts module) I can create a custom module for Potentials if necessary but the default one is fine for our purposes if we can continue to use it. Now, when I convert a Lead I want it to map fields to these 2 (or 3) custom modules instead of the old ones. Can I use the existing Leads module to do this or would
Horrible delay while using searchRecords
Hi there, I just found that it takes around 1 min for function searchRecords to get the most up to date result. Here's an example: If we insert a row into a table, for example Leads. We insert Last Name and Company as 'DML_Test_Insert_1_R' and 'Company_Insert_1'). Then we can see that the top record is the one we just inserted when we use getRecords function. But if we use searchRecords with criteria: &criteria=(Last Name:DML_Test_Insert_1_R) It returns error 4422 "There is no data to show". You
Unable to process your request
When i try to connect to Zoho CRM i got the message "Unable to process your request" and a blank page. When i received the email to join, i click the link and just a blank page too.
Warning in templates about missing attached files
I've created an email template. When I press send, I get the message: "It seems that you might have forgotten to attach files. Send this message without attachments?" I have tried converting the message to plain text, then reformatting and I still get the message. Any ideas? Thanks.
Auto-fill fields with data from a different custom module
I need to pull email addresses from the email field in the "Contact" module into a custom module related to that contact. Also- the custom function needs to update the email field in both modules if either email field is changed. Can someone please help me with this code for this custom function? Thank you-
Zendesk / Zoho integration
Hi- I see a few posts related to this and am working to try to get these services to connect. Has anyone had any luck here? Or are there any vendors that can help? I've tried Zapier and Cloudwork with no real success. I'm simply looking for ticket info to flow from Zen to Zoho.... Thanks in advance, Jason
Assigning a specific Page layout from a Lead conversion.
Hi, I haven´t been able to assign a lead to a specific page layout whenever I run the process of lead conversion. Is it possible? Manuel C
Unable to access the data
Hi, I have been invited to join a group for the business I work for. At first, everything was fine, I had access to everything. However, a few weeks later, I can still login and my account still appears as active in the admin's panel, but the CRM shows me an empty database. Basically, I can't access any activity/data from my account. I tried deactivating and reactivating my account via an admin's panel, but it still gives me an empty database...
Close Open Tasks Upon Lead Conversion
Maybe there's an obvious way to do this I'm not seeing? Essentially, when a Lead is converted I'd like to close any open Activities associated with it. Generally when we're converting a Lead it's due to it turning into a Deal and any pending Activities are no longer relvant. Any new Activities required will then be added with Workflow. Can this be done with Workflow (couldn't find a way) or a Custom Function? Thanks, Ron
Twilio, sending messages
I installed and configured Twilio on Zoho CRM enterprise. I want to send a text alert to clients based on certain criteria such as dates or fields. In the workflow automation, it doesn't seem to have the option to edit the sms. Am I missing something or is it not possible?
Web form is not bringing information to leads
Hi! We were using the trial versión and we managed to créate a web form and then when completed the leads entered into CRM direclty. Now the web is up and the webform can be completed but there are no leads in the CRM Please find below the code <!-- Do not remove this code. --> <input type='text' style='display:none;' name='xnQsjsdp' value='537d1213597635f2fe3f4ea2f9c3781dcdb140a85af71cdfdd661410da3d493e'/> <input type='hidden' name='zc_gad' id='zc_gad' value=''/>
Problems with Charset and Picklists
I have the following problem with picklists and using the data in deluge script> I have a custom field in my vendors that is a multiple picklist. All works fine within ZOHO. However the data stored in the custom field is not the correctly formatted text. To explain. I have a customModule with a field "Location Name" Location Name contains the following correctly encoded charset text: "Chambéry Airport" When I pick the same name from my Custom filed lookup in the Vendor Record the data is held
Getting error code 4600 = unable to process your request.
Hi Team. I am currently assisting someone that is having issues with their connector. Can someone help us with this? Thanks!
set reports to sort column X by alpha
I want my reports to always sort by column X. How do I force Zoho CRM to display my reports by my default sort param?
Is there any way to get the url of the current page using custom functions?
Can anyone help me? Thanks Prudhvi
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