get data from Leads converted to account/contact
Can someone help me with a Request URL to get data of converted Leads? To get the leads data I use this Request URL: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=Auth Token&scope=crmapi Now I want to know when a lead converted to a Account/Contact. Is there a same sort of request URL that I can use. Or is there a datetime field that shows the date that the lead converted to a Account/Contact? Hope someone can help me with this. Thanks!
How to extract converted leads data
Hi there, I want to extract data automatic from zoho to do some analysis in another program. Now I use the following request URL: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=Auth Token&scope=crmapi to get the leads data. Now I want to know when a lead converted to Account/Contact. Is it possible to get that data by a same sort of request URL? Or is it possible to get a datetime field of the date that a lead was converted to Contact/Account? I tried it with the GetCVRecord
Activities transfer from SalesOrders to Invoice
Hello When converting a SalesOrders to Invoice all the Activities are sent across as well. Is there a way to stop this from happening. As well is there a way to have a picklist field on the Accounts page and map it to the Potential, Quote and Invoice object. Regards Haider Raza
Create views via Different modules
I am aware it currently isn't available to add in a criteria for a custom view of accounts that searches note content. The only criteria available to search by is only the information on the Account page itself. It would be extremely to create views for accounts based on searching in different, related modules. For example create a view that shows all accounts with Contacts that have a birthday after a given date. Or display all Accounts who have a related Tax Invoice over a set amount. Let me know
Not getting email notification for add and email invitee
Hi there I'm testing out an event and was able to send a notification to a user when I first set up the event but now it won't sent a notification to any client that I add. It is a really important aspect to be able to notify invitees. Can you please advise?
ZohoCRM: Update Values Based Upon External Spreadsheet Data?
We would like a custom "Dead Lead" field in our Zoho CRM to be set to "on" automatically IF the value in an external spreadsheet is correct. We used to do this before we switched to Zoho CRM using two excel spreadsheets--master and child. On the master spreadsheet we used VLOOKUP to find a value on the child spreadsheet. If the value was true, it would mark the lead on Master as a "Dead Lead". When we switched the Master file to Zoho CRM, we lost that capability and don't know how to get it back.
Validation of multiple Mandatory fields on a web form to Lead
I'm trying to have 3 fields mandatory in my web form: First Name, Last Name and Phone number. I checked on the help base of Zoho and found: https://crmkbase.zoho.com/link/can-certain-fields-in-the-web-forms-be-made-mandatory I inserted this code but it only works for Last name and if I leave the others empty, it accepts the entry: <script> // if you need to have some fields to be mandatory, please add them here within quotes ("") separate by comma (,). var fieldIdarray=new Array("Last Name","First
Custom View time settings
I'd like to create a custom view (in invoices) that allows me to have a custom view showing invoices created in the last 7 days. Could you tell me is there a Boolean phrase that would allow me to enter "last 7 days" or something like that? I'm using "created time" as the critieria, but can't find a way (or don't know the boolean phrase) to specify the last week. Thanks for your help.
Additional function for Plug-in Microsoft Outlook
Hi, My questions concerns the Plug-in for Microsoft Outlook / the function to add e-mail to Zoho CRM. Would it be possible to add the possibility to Zoho CRM to the module "Sales Order". Currently it is possible to add the e-mail to "Potentials", "Contacts" or "Leads". Often however, e-mail communication is specifically about an order, so it would be more logical to save it there. Best regards, Marco
Workflow FIeld Update
Hi, I need to create a workflow that updates a field with a current timestamp when the sale owner of a field is changed. Last modified does not apply as the record with be modified several times outside of the sale owner change. Is it possible for a workflow to update a field with a timestamp, rather than just a text string? If not, can you suggest other ways that I could update a field with "First Modified" timestamp. Thanks, Brendan
How to track when things fall out of the pipeline
I'm really struggling with some of the reporting functionality in Zoho CRM and I'm concerned that Zoho won't actually be able to do what I need it to! If anyone has any suggestions to get the following data, I'd really appreciate it: 1) I need to see where things are falling out of my sales pipeline. At the moment we have sales statuses for leads and for potentials. I need to know when something is converted from an 'Interest - Call Back' to 'Dead,' 'Demo' to 'Dead,' 'Waiting for Payment' to 'Dead'
ipad application
we are having a problem with the ipad crm application not transfering the notes of a lead when it is converted to an account is this a common problem or just us
Inventory Template confusion
Hi, I am putting the following into an inventory template for Invoices... Display Advertisement Booking Form Ad ID: ${Invoices.Ad ID} Payment Method: ${Invoices.Payment Method} Rep: ${Invoices.Invoice Owner} Receipt Number: ${Invoices.Receipt Number} Client: ${Invoices.Account Name} Order No. ${Invoices.Order
Automated email to lead or contact based on event?
Is there any way to automate an email to a lead or contact, based on creation of an event for e.g. an appointment so email would be an appointment confirmation (with event data such as location, time, date included in the email)?
Log a call dissapears when clicking outside the dialog box
Is it possible than when we click outside the box, the log a call information is not lost? It happens to me all the time, i log a call, record a certain amount of time and when coming back to the window, i accidentally click outside the dialog box, and all my information is gone.... Is there a way to avoid this?
Formula to check if two address fields match
I'm trying to get the following formula to work. It is meant to check if two addresses are the same (Street number + street name) are the same. If(${Leads.PVA Address}==${Leads.Street},'1','0') Error is "Incorrect Data Type of Argument". Please help!
OnLoad for Zoho CRM?
Hi Zoho Support, is it possible to have any kind of Zoho Creator style scripting for Zoho CRM modules? I'm hoping to be able to do an 'On Load' script. Background I have a field in my Product (renamed to Property) module called "Upfront commission %". I also have a field in my Price Books (renamed to Project) module called "Default upfront commission %". Each product belongs to a project. I want to be able to pre-populate the Property's "Upfront commission %" with the Project's "Default upfront commission
Outlook integration
can you please enable my Outlook integration for a trial as well please? Thanks
Change Owner doesn't trigger workflow
1. Create a workflow that is trigged by a field update. 2. Choose 'Lead Owner' as the field to watch; save the workflow 3. Go to a Leads view 4. Select one or more leads and choose "Change Owner" The workflow isn't triggered. If you go to a specific lead and change the owner then the workflow is triggered. Also - you can't choose the Lead Owner in Mass Update.
Zoho Email
We cannot get the POP 2 working 995 with ssl is not working neither 110 without
Client interaction -email
Hi guys, Quick question , does Zoho CRM have feature to save,archive and search client related mail.This bit urgent any advise/help would appreciated . Thanks yash
Inventory Models img tag and css background image
Hi everybody! I'm experiencing this problem. I've create a new inventory template, with an header/footer with a background image assigned via css. And they works. Now I've tried to add some image in the template body using the img tag. The result I got is that the new images (img tag) are shown, while the background for header/footer disappear. If I remove the img tag form the code they show up again. How can I fix this?
No more than 8 number/currency formula fields
Hi, I have a problem. Zoho CRM only allows me to create 8 number/currency formula fields. I need a 9th. Is there any way to change this limit?
Field to Field Settings?
Is there a way to use an already existing data set for an option when creating a New Custom Field? I do not see this under the "Field Type" menu, nor could I find it in the Help tool, so I wanted to send this off to ask. This would be extremely beneficial if you've already selected values for another data set (Account Names, for instance) to be the populated data for a new field you wanted to custom create (Referred By, for instance. Have the names of accounts you've already entered into the system
Can dashboard graphic be uploaded into MS PowerPoint or saved as a pdf?
We are interested in inserting one or more of the dashboard graphs into a PowerPoint presentation. At this time is that possible?
Problems with Email POP 3
We are not able to connect top our mail server 995 with ssl enabled does not work neither 110 without ssl
"Remind At" field isn't imported during migration
We've consolidated our multiple zoho instances into one enterprise instance. During the migration I noticed the "Remind At" field is populated in the CSV, but is not available for importing to the enterprise instance.
Zoho CRM integration
Hello Guys, Need some advise from you . We have got two different Zoho CRM systems . Planning to merge the database .Do you have any templates / tools that would be useful to migrate. Thanks in advance Yash
Problem with greek letters encoding
Do you have a fix for this?
Report that shows a date field that = this month?
Is this not possible? Trying to figure this out. I want to make a report that shows a date field that = current month but that doesn't come u as an option. Right now I'm picking "is between" and I pick the first and 30th of the month but that I'd have to change every month and remember to do it. Is there any way at all to have it show current month as criteria or do I have to do it manually? Also is there no way to change the content of an email that's scheduled with report scheduler? I'd like
Feature request: Change chart axis titles
Hi, I would like to be able to change the axis titles for Zoho CRM charts. Can this be added to the roadmap?
CRM and Docs
I would like to know that within a spread sheet would it be possible to pull over contact information from the contact CRM?
Add custom field to in-module search?
Hello! I added a field to my Contacts module, and would like to be able to see this field either in my default view, or search for contacts where that field is empty. It is a check-box that functions like the "Email Opt out" field. I tried to add the new field to my search options in "Search Layout" customization, but still don't see it when I try to do an in-module search. I still only see the Phone, Contact Name etc., options... I hope that makes sense... Please help! Thanks.
Problem uploading XLS
I had a file of 1593 records so I split it up into one file of 1450 and the rest on the other file. When I try to upload the file of 1450 it kept telling me it had to be less than 1500. I highlighted about 1,000 rows down and deleted (even though they were blank) and the upload worked. Now though in the import wizard it only goes over to column 13 when there are 15 columns. This hasn't happened on any other spreadsheet besides this one.
Increase limits!
Please increase the limit on string type formula custom fields. Limiting to 2 fields is far too limiting for us. Surely it can't be that hard to increase the allowance on this.
Como cambiar numero facturas
Hola, me gustaria saber como se hace para cambiar el numero de las facturas ya que predeterminado me sale un numero muy largo y me gustaria saber como se tiene que hacer para que este numero sea personalizable
How to locate a contact by city?
How to locate a contact by city?
Reports/Sales
The sales report feature is not working. It appears that only the open invoices show up in the report. I need help with this right away!!
impossible to re create CEO role
Hi everybody, Few weeks ago I started using ZOHO Free edition; I modified the CEO role into General Manager (directeur Général in French) Recently I expand Zoho usage with 3 new users and migrated onto the Professional edition I am failing to re create the CEO role; here is the process applied : - settings - users - role - then click on the role named ‘Directeur General’ and click on Modify Icon - then erase role name and type CEO - save - and then
insertRecords custom fields
I'm looking for some information on obtaining a list of custom fields and inserting new records (Leads) which contain those custom fields. Does the API have methods for getting a list of custom fields and can I insert data into those custom fields via the insertRecords method?
Next Page