Error 4001 when using API
Hello, I have recently implemented calls to Zoho API in my company-developed application. When using those with my own Zoho account I manage to import data in the CRM, but when another person in my company tries it (after fetching a generated authentication token via https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi), we get an error 4001 with associated error message "Insufficient Privileges to perform this operation". My understanding is that as long as we have the generated
Auto populate one module field from another
I have one module called Campaign Leads and another called Facilities. The Leads module has a lookup field where I select the facility associated with the lead. When I select the facility that I want to associate with the lead I want to auto-fill a field in the Lead module called Facility Email that already exists in the Facility Module. My goal is to be able to send a mail merge to the facility email after associating the facility with the lead. I want to send a mail merge with the lead information.
Two independent databases
I'm starting a nonprofit that deals with both donors and clients who we collect sensitive information on. We cannot store our donors and clients in the same database - they need to be in completely different file sets and we need to be able to back up both donor and client databases separately. Is that possible with this product and if so, how would that be implemented? Thank you, Miles
Zoho CRM Product pricing on POs and SOs.
I am evaluating Zoho CRM for a customer. I add a simple product with a Unit Price of $1.00ea. When I create a PO for the item I get the price of $1.00 ea, which is what I want. When I create an SO for the same product and add a the product in the line item I get the price of $1.00 ea. I created a price book for the product with a list price of $2.00 but, I do not get the $2.00 list price. If I select the price book icon on the line item I can then select the price book and the list price will
Zoho CRM Quotes module problem
My ticket No. is 12723482. I'm facing this problem since the up gradation to new UI. Any solution? Neither you’re solving the problem nor giving me any feedback. I’m experiencing one of the worst customer support from Zoho. Can you please give me contact details or email address of your Customer Support head or any contact where can I escalate my request? I searched on your website but there isn’t any information for escalation.
zoho.crm.searchRecords
Is possible to use in deluge script Zoho CRM a zoho.crm.searchRecords with 2 or more conditions, like : resp = zoho.crm.searchRecords("Contacts",("(ZCAMPAIGN|contains|ZC) && (Statut Membre|contains|Client) "),1,1);
Convert Prospect to something other than customer?
I want to be able to convert a prospect to another category, other than a customer. I'd like to convert them to a title like "no potential" once we've exhausted all possibilities with that prospect. Any tips or ideas?
Why can't I remove the activities date column in Leads view?
Question speaks for itself. Why assume I always want it visible? I don't need to see the date a task is due or late on every single view. Its ridiculous that I cannot hide it in a CUSTOM view. Besides limiting my use of views, it takes up a lot of screen real estate (and yes I know I can hide the filter menu)!
CHANGE Gmail Password causes hours of frustration
I've just changed my gmail password and now I cant get Zoho emails to worked. This has happened before and it was something simply like change the "less secure access". What do I need to do to get Zoho email working again? Keep getting this email. What can I do?
Imap Authentication Failed for Mac
I have a user who is on a Mac. He is getting a Authentication failed, and has no Two step set up. Please help he is the only one in the company it is not working for. user email is nbunstein@manageforce.com Leah Edwards
Avaya Telephony Integration
Hello Everyone, I have a Avaya Telephony System and i want to integrate it with ZOHO CRM. Is anyone worked on this integration? Is there a way to integrate it with ZOHO CRM?Please share your thoughts and ideas.
How to use unit price in a sales order
Okay, I can't figure this out. How do I create a product that I purchase for one price (PO) and sell for a higher price (SO)? I add the item and add the unit price. I do not see where I can add the markup price. Thanks,
Sharing emails that are attached to a Contact/Potential
I just discovered that emails that I send to a contact and .bcc zoho indeed show up on their record and potential that they are associated with. That's the good news. I also learned that a new sales rep who has access to that record doesn't see any of those emails. Why is that? How can I make sure that everyone that has authority to work with that contact and potential sees the entire email chain associated with it? TIA for your response. Sam
How to assign multiple ACCOUNTS to a single CONTACT?
Looking to assign multiple accounts (companies owned) to a contact within the CRM. We would like to see all the companies a contact of ours owns within the Contact information screen.
Outlook for Mac Plugin Applescript Error
I activated and downloaded the outlook plugin for Mac. I can successfully log in. But whenever I try to use the Add Email feature, I get an error message saying: "Error Occured! Applescript returned an error". Does anyone know how to fix this problem?
Nice Quote / Invoice Template
Has anybody been able to create a "Nice, Professional" looking invoice or quote that spans multiple pages? I can do a decent layout but when the products area increases beyond 1 page it looks crap!
Where is BCC DropBox
Where is the button for setting up the BCC DropBox? I've tried looking and can't find it in the "Personal Settings" to "User/Permissions" to "Profiles" to "Edit". It's not in there...???
Important Announcement to European customers who are on our EU server.
We have recently changed our Europe website URL from https://eu-crm.zoho.com to https://crm.zoho.eu. So we request you to update the new URL on your Webforms & API calls to avoid any data loss. For all API calls made to Zoho CRM Please update your URL from https://eu-crm.zoho.com to https://crm.zoho.eu. For Webforms: There are 3 ways to embed your Webforms. Please update the webforms based on the code format you are using on your site. For Source code format Edit the Source Code and change
SalesIQ/Visits no longer working
My Visits tab is no longer working. The code is on my web site: http://badwolfpress.com It was all fine and suddenly there is nothing there. When I go to the "Visits" tab, I just get the code to add to my web site.
Awesome ZOHO CRM Inventory Templates
Still using the same old black and white inventory templates? Now turn your quotes, invoices, sales orders, purchase orders into chic brand statements with our Customized Industry Specific Zoho CRM Inventory Templates! They feature header & footer in each page of the document; and not just the front page. They feature page numbering in each page. There are 5 cool colors for you to choose from; and we can customize them even further to suit your brand color. We have Customized Industry Specific
Invoice Amount to be the deal amount after creating the invoice
Hi team - is it possible for Zoho CRM to put the invoice amount in the deal amount once an invoice is created. We have integrated CRM with Zoho Books and when the invoice is created, the deal amount is always 0. Any way to automate this? Can this be done via custom function?
How to create groups of customers
Hi, We run a consultancy business where we have different groups of networkers that help us take our services and products to market. For each group type we have independent contacts (not part of an organisation or account) that we want to target both individually and as a group with new events. My questions is therefore: 1) How do I create groups where I can assign contacts and have group actions/events that I can track and manage? 2) How can I create lists of people where I can set specific actions
Activity Report
Is there any possibility to generate a report on all activity made by an Individual in CRM for last one year???
Can the name of the Stages in "Deals" be changed?
Can the name of the Stages in "Deals" be changed? For example from "Needs Analysis" to the terminology used by my organization.
Convert Lead Notification
Is there a simple way of setting an alert to a specified user if the 'Convert' Button is clicked converting a lead into a contact? The person that deals with the contacts is different from the leads so it would be very useful.
semi-automatic workflow
Hi guys, I'm an entertainer, and I sell timeslots for shows. I have a webform in my website that captures potential bookings and puts them in the CRM. I'd like to trigger a workflow in CRM that will send them a confirmation of booking, and afterwards a pre-show check up email etc., but I want to do it so that I have to authorise the workflow first, either through a manual authorisation or similar. The reason for this is that I need to check my diary manually for availability BEFORE sending out confirmation
How do I change the From name on outgoing emails
The From name on outgoing emails seems to be my user account name which is my personal name. I want it to be the name of the organization, but I can't find any way to change it to that. Help, please!
Easier way to mass transfer leads?
Is there a way to mass transfer all leads from one account to another? I already tried the "Mass transfer leads" but I have over 10,000 leads which need to be transferred... I can´t see myself clicking 10,000 tiny boxes to be honest with you. Is there an easier way?
Fields not transferring after Conversion.
When I am converting leads to contacts, it is not transferring all of the information to the contact card. Why is this happening and how can I get around it? For example, I just put a lead in this morning, filled out all his information with address, phone number, all the custom fields I created for our business, and the ONLY things that transferred to his contact card was Name, phone number and email address. Now all of his other information is gone. What am I doing wrong here? This is hugely
How to migrate potentials to existing contacts?
Hey Guys I am new to ZOHO and this may seem like a really dumb question, but I am hoping someone can help me... I have two CSV files of which I wish to import into ZOHO. The first CSV file of which I wish to import into the ZOHO Contact Module, has the basic details of which are First Name Last Name Account Number ConactID Cellular Phone Email Addresses The second CSV file which i wish to import into the potentials module has the following information Conf Number Charter Date Duration Account Number
3 Tier customer account hierachy possible?
From customer perspective (not Zoho users) - I see that we can associate an account with a parent. But what about sister companies that have branch locations with different addresses under parent? So 3 tiers? I can only find reference to parent company and using a pick list custom field. Use case - 1st tier franchise as uber parent, 2nd tier geographic companies independently owned but associated w/parent, 3rd tier multiple branch offices and their addresses. i.e. real estate companies or retail
HELP- Embedding Tableau dashboards into zoho
Has anyone been able to embed a Tableau dashboard into zoho with an iframe or any other means? This is extremely EASY in Salesforce but I can't find any resources on doing it in Zoho. Any help would be greatly appreciated. Thanks!
How to see revenue on account and contact?
Hello, When I converte quote into invoies, that means my contact paid for the product, revenue doesn't show up on the associated account/contact. Revenues is always $0.0 even after editing many invoices for the same account. What can I do to see revenues automatically on account after invoices are edited? Thanks in advance.
Problem with report: no entries
Hi everyone, We use CRM Reports to keep track of the subscriptions for our events. But for one account manager, the reports appear empty. He sees the reports in the general overview, he can access them, but there are no entries inside. Has this got something to do with permissions or restrictions? I already made the map visible for everyone. Any ideas? Thanks in advance!
Import leads
Hi, I have recently imported a new set of contacts into crm using the migration wizard. I have just realised that I need to redo the import with some additional fields. However, I dont want to delete the current import. If I re-import the same list will the wizard match existing contacts or create duplicates? James
Zoho CRM Integration in .Net what will eastimate time?
Hi, Anybody have a experience in ZohoCRM Integration in .net? One of our existing client ask us to integrate Zoho CRM in his ASP.Net application. I just seen zoho today itself. I am new to CRM and Zoho. Will anybody will suggest time eastimation for this? Thanks Suren
Notes to be copied to opportunity
How do I get the notes written under Accounts copied over to the opportunity when created?
Permission issue in custom function
Hi, I have an error in a custom function : quotes = zoho.crm.searchRecords("Quotes","ACCOUNTID=1678097000001049084"); info quotes; returns : Log messages: {"4502":"module doesnt support in your edition"} I have a Zoho Enterprise Edition. Any idea ?
MS Exchange?
Is there a fix yet that allows you to use MS Exchange integrated into Zoho?
Is it possible to search on multiselect pickup field in custom functions?
I have a dealers custom object with a multilselect pickup field containing the zip codes the dealer serves. I need to do search on the field so that I know the dealers serving in a particular zip code.
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