Trying to update a quote field
I want to be able to update a quote field using XML. I wrote the code based on the information in the docs but I am getting this error '4600Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.'. I'm not sure what is missing but any help would be greatly appreciated. here is my code $request_url = 'https://crm.zoho.com/crm/private/xml/Quotes/updateRecords?authtoken=AuthToken&scope=crmapi &newFormat=1 &id=TheIdOfTheQuote &xmlData=<Quotes>
Expanding Notes filed so you can see more information.
Is it possible to expand the notes section on a customer record so you can see more information? It is limited to one column and it would be great if this can expand across the page? See screenshot to see what I mean :)
Email Replies
Hello: Being new to the CRM world, I wanted to see how the email function works. I created a new lead, added my own information in, and sent a test email inside Zoho CRM. The email was received perfectly, so I replied to the email. My issue is, I never received in the CRM. How can I receive the replies inside the CRM? Thanks, Mike
Delete Prospect
Dick Coffey from Consortio Group - how can I delete a prospect without admin approval? How to resolve?
Event Triggers - Select Account
We're having a hard time uncovering the event triggers for the API. I'd like to know if there is a supported trigger (like OnClick) for the Account entity so that we can pull in third party data when the Account entity is selected. Is there any documentation on the Advanced Trigger features? Please don't send me to the standard API link, as it is not mentioned there.
Deleting a prospect in the lead section
Why do I have to secure Admin approval to delete a prospect ?
Change Owner from API
Hi, I'm trying to update my owner in row, i tryed with a workflow, with Assignment Rules, with API and user id, but i can't updated from API. my module is CustomModule3. i do: CustomModule3 Owner_ID CustomModule3 Owner but, nothing is working. please help me. PD: This must be automatic i can't edit the form for change the owner.
Syncing Gmail to Zoho
I've been using Zoho for a while now and am sending all emails out through the actual site. Is there a way (after a lead has been entered) to have my gmail account sync all emails so I can see them through Zoho and not have to switch back and forth between Zoho and gmail? Thx
Export Leads and remove the data
Hi I want to export my leads but ensure they are removed from zoho. What i want to do is export the leads and relevant fields then import them again as a diffrent source and assign thenm to a different lead owner (sales person). I do not want the sales people to realise the lead was previously in the system. I will then have 'fresh leads' for sales person who do not have perceptions of the quality of history of a lead. When the lead is exported i will import the lead again with a new source and for
new offices in a single customer
How they are incorporated into different branches or zoho crm delegations to a client with a single Cif ( ID number legal). Regards
Having ACTIVITIES or TASK as a Related List in CASES
Dear Team, To address client issues, we have cases, and at times in order to resolve a case involves multiple activities. However, I am not able to see or Ceate TASK / ACTIVITIES as a RELATED LIST in the CASE MODULE> Need urgent help to get this done..
creating workflow that will include 2 modules
I need to set up an alert that will include customer account name, address tel number and its contacts, but with them being two different modules is it possible to create an alert that will give me both sets of information? I am using Professional edition.
Zoho Contextual CRM disappeared from Gmail!
Hi, I have activated Zoho Contextual CRM for quite sometime and since last weekend, it disappeared from all of us 4 users. IT is still in place under my google apps may i know how to restore the contextual portion in our gmail please? It is very hard to get in contact with any support
Inventory Templates
Zoho ekibinin Sevgili son teklif formu sayfa düzeni ve sayfa başına how hazırlanırken. Teşekkürler
cannot Add/change user settings
Hi, I can't add new user or disable users. the system is on "loading" Thx
Why does "modified time" not update when you change the notes!?
Please can you make this update the modified time? Otherwise the pulse feature is completely useless? Unless I am missing something
Voice to Text Recognition for Notes?
Quick question, but perhaps I am not remembering correctly. I could have sworn at one of the Zoholics conferences last year that someone showed me that it was possible to voice record a note (which I know you can do) and that it would automatically convert the recording to text via some form of speech recognition software. Again, maybe this was being discussed and was later found not to be possible; maybe it requires some sort of plug-in.Or maybe it was in my vivid imagination. Anyway, does such
How to display Contact View sorted by last name?
I am used to my contact lists sorted alphabetically by last name and in Zoho it displays first and then last. I tried creating a view and on the right column putting the last name first and then the First Name second but it still displays "first last". What am I missing?
Function to update task status from contact page.
Hello ZoHo crew, I've just been hired full time to become the team's ZoHo pro. Most excellent tool you all have created ! Much to learn . I found this most excellent write on creating buttons : Make buttons on modules Now I need to create the functions. The goal is to streamline task management and improve user participation. Attached is an image that makes my goal clear. [ Task Completed ] function should change the earliest task status to completed [ Call in 3 days ] function should create
upgrade from the old professional version
Hi When i upgrade from the old professional version to the current professional version. Have I more opportunities? What is the difference? Because the current is more expensive! Thanks Rolf
all users to be notified
is it possible for all users to be notified of any changes, comments, accounts etc etc what i need is that any record that is amended or changed, any account is added or deleted for all users to be notified. and that it doesnt go by who owns the record. at present only people who owns the record can see that changes or notes added. i want all users to see any notes or changes done. is this possible
How to insert captcha?
Hello, We have Standard Edition, but I am not able to insert captcha to web forms. How can I do it? Regards
How do I keep an 'Opportunity' saved but not listed in 'my opportunities', without having to input the information again?
How do I keep 'Opportunities' saved but not listed in 'my opportunities', without having to input the information again?
Link Product Stock Information with internal software
Our company has internal software managing current stock balance at several warehouses in different regions. Is it possible to create a link between our software and Zoho CRM to update integers for 'Qty in Stock' field automatically? What are the requirements, if so?
BCC Dropbox Not Working
Yet again my BCC Dropbox is not working correctly. Whenever this is reported to support I'm told the issue is with my settings. After checking I have everything correct the problem eventually (after a week or two) decides to fix itself. This time, I have checked my settings (which as usual are correct) and have found the BCC Dropbox is only delivering a copy to my Contacts, but not my Leads. Looking back this has been occurring for several weeks now, where it worked perfectly fine before that (I've
Allow users to enter a Twitter, Facebook or G+ URL to associate with a lead or contact
Currently, the only way to associate a contact's or lead's social media profile (Twitter, Facebook or G+) is to let Zoho CRM search for the person's name. However, that only pulls up a limited number of results, so it often doesn't pull up the right profile if the person's name is a common one.. Please allow users to enter a Twitter, Facebook or G+ URL for a lead or contact (in addition to the option to search). For example, in my situation, I am already Facebook friends with a person who I am adding
EU privacy policy
Hello, I see in your security policy https://www.zoho.com/security.html that you are EU Safe Harbour compliant. Unfortunately, Safe Harbour is not valid any more. EU companies (like mine) need to have privacy sensitive information (and CRM data is privacy sensitive!) hosted on servers in the EU with the EU data privacy clause signed between client and vendor. What's your policy on this? If you are not compliant to EU data privacy legislation, EU companies are not allowed to use your services. Thanks,
Account Number Customization
I have CRM set to auto generate an account number prefixed with a C for my client accounts. How can I get CRM to change the prefix based on account type. For example account numbers for clients should start with C whereas account numbers for vendors should start with V.
Free account User password set up
Hi, We have a free account with 4 users, but how do we set up the passwords of each user ? TKS Eric
[QUESTION] send an email when the status of a field changes
Hi, I've a field in Zoho CRM to determinate if the client have does the activitie or he is waiting. I want know if i can send e-mail if the value of this field change (Waiting -> Achieve) Thank you.
***Parent Account BUG. Be Careful!!
I was just setting up some child / parent account relationship and realized that the child accounts were being overwritten. If you edit an account and set the parent account, the child account will be overwritten and a duplicate parent account will be setup See video: http://screencast.com/t/ZV19r5OiXy The address information is overwritten also. Confirmation from Zoho?
"Log a call" opens a new window
I have noticed a little bug with logging calls in Zoho CRM. If you would like to log a incoming or outgoing call in the CRM you click the "Log a call" button, however this redirects you to the activities page which is fine to record the call. However what if someone answers and you would like to use the "current call timer" and complete some information from customer in the lead / account / customer / potential? I think the best solution would be to have the "log a call" button bring the info up
Invitation to team members is not sending email
I am using free version of the CRM. I have added a new team member, however, the invitation email is not going to the user. He is checking spam/junk folder, but nothing there either. I have tried to 'resend invitation' a few more times on different days, and no luck yet. Has anyone faced similar problem? Thanks!
Cannot change email address
I am trying to change my primary email address, however, when I do it tells me the address already exists, but it is not shown on my list Can you please advise as soon as convenient Many thanks David
Uploading files via Google sheets script
Hi, I am getting error when trying to upload file to Leads via google sheets script: Script: function upload_lead_file() { var attachFile = 'https://crm.zoho.com/crm/private/json/Leads/uploadFile?authtoken=xxxxxxxxx&scope=crmapi&id=yyyyyyyyy&content=C:\Users\Desktop\image2.pdf' var result=UrlFetchApp.fetch(attachFile); var output = JSON.parse(result.getContentText()); Logger.log(output); } The error is: {response={error={code=4424, message=Unable to process your request. Please verify whether you
Migrating events and linking to contacts
I am having problems migrating my events from my old CRM. I can not get them to link correctly to the contact. When I migrated I have tried putting the contact name in contact name and related to and also tried using the contact id but neither is working. Any help appreciated
Error while processing the request! Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Error while processing the request! Unable to send message;Reason:554 5.1.8 Sender Address Blocked
Is it possible to put the leads on a map?
Can the leads be plotted on a map to help field reps be more efficient?
Migration problem with account - contact associations
When I ran the import wizard the first time it presented me with option to make the association of inbound contacts to their respective accounts/companies. It also presented me with the option to deduplicate. I had to undo the import due to issues and eventually I deleted EVERYTHING from contacts, accounts and potentials. Now it does not present the option to map the "Account Name" It simply is not on the map. Also, the deduplication option is gone. Why is this and how can I fix it? John Tytus
How to architect our CRM
Hi there I'm looking for advice on how to architect our CRM. Particlarly in relation to the difference between leads, accounts, contacts and potentials. We are B2C and have eight branches across the UK. Each branch has a sales manager and sales reps. The branch areas are defined by a list of postcodes for each area. Each branch looks after most of the activity within their area, with some central support at head office. Our sales model is to get the lead information, confirm via telephone, and schedule
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