Using API v2. When changing Account Owner how to select all associated records with it
In UI when changing account owner you given an option to check boxes that will also change the owner for assocaited contacts. e.t.c. When making account owner change using an API how can we envoke same checkboxes ?
Developping for PhoneBridge
Hi, I am a software developer and I want to integrate my own PBX to ZoHo using PhoneBridge. How I can get a hold on the API ? How does it works? Please note I don't want to purchase a new PBX with an existing integration.
Create automatic task lists
I want to create a task checklist for each stage in the sales pipe line and automate a reminder to complete each checklist I want to be able to automate the checklist so when the sales pipeline is updated there is a automatic reminder to complete the checklist. So for example a deal that was set at a "work in progress stage" would have a checklist assigned to it as soon as the stage is updated
Community Digest - November 2018
Product Updates: Check out the latest Zoho CRM enhancements for this year. Introducing the long-awaited Maven distribution for Java SDKs. More Zoho CRM releases last month. Take a look at them all here. On Zoho Forms and its integration with Zoho CRM. Ask the Experts With Zoho CRM's API migrating to v2.0, and v1.0's deprecation at the end of this year, December's Ask the Experts session centers around migration from API v1.0 to v2.0. This live Q&A forum can be viewed here.
Pre-Populate Field based on Dropdown Selection
Hello all, I am new to Zoho, and I am currently trying to perform a simple task, but I can't figure it out how... I hope you can help me
Zoho API - Set contact role
Hello all! I have searched in the zoho documentation page and I just found how to fetch the contacts roles, but now I would like to know how to set a role name into a contact using the Zoho CRM API? I.E: I have a contact who doesn't have a role yet, and then use the API to set a role for this contact. Thanks in advance
How to costumize Deal Name in DEAL with a pick list
Hi, I don't want my sellers to write any kind of different Deal Names in the deal name area when converting from LEADS... I would like to set a pick list for it. And is it possible to put a price who would set up automatically depending of the deal name. So set a price for each deal name. Thank you
Focus Group: Migrating from Zoho CRM API Version 1 to Version 2
We're in the deprecation phase of API Version 1. As we announced since the beginning of the year, API Version 2.0 is available and Version 1 will be deprecated on the 31st of December. The reason for the transition is simply that we've come up with a better version of our APIs that trumps existing features. Here are a few reasons why API V2 is advantageous: 1. Increase in the daily limits of API calls (up to 1,000,000 calls) 2. Multi DC support 3. Adherence to REST standards 4. Easy JSON parsing
Client Portal - For Training Business
Hi Zoho, I am looking for a solution where my clients (individual) able to log int to view what training courses they had attended with my company. Currently, I use CRM and listed each of my class as PRODUCTS. I tried using the CRM client portal. Thinking showing the PRODUCTS will able to allow my clients to see those PRODUCTS that they had signed up. However, it display entire list of the PRODUCTS rather than those PRODUCTS that I had associated to the client contact record.
Is there a way to customize the view of Products that pops up when you add Products to a Potential or Account?
Currently, this popup, attached to account or potential records just shows the name of the product, the description and the unit price. Is there any way to customize the data in this popup? I would like to show my own custom fields.
Zoho CRM Developer Training in Chennai
Hi Developers/Software Programmers, Here is a great opportunity for the Developer Community to learn the programming elements of Zoho CRM. We have planned to organise a 4 day full-fledged classroom training in Zoho's Chennai office from 18,Dec 2018 - 21,Dec 2018. This intensive training will enable the developers to build additional functionality in Zoho CRM. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises, use case scenarios, Q&A
Create E-mail from custom module with lots of data
We have a custom module to capture the specifications for a RFQ to be sent to our vendors. THe module collects a lot of data mostly in check box form. This data is then used to tell vendor the specs for the tool they bid on. Is there or what is the best way to create an e-mail from a module record with this data "already completed" to send the to vendors to bid the RFQ?
visitor adding more fields
Hi, this is for an education CRM. Customers should fill which courses they did previously. So, the point should be a section with "name of the course", "where" and "when". Once filled, if they need it they can click "add more" and the section is duplicated so they could add in there more courses. How could I solve this? Thank you very much!
Autofill Terms and Condition based on List
Hey, we have certain Conditions based on the licence type. As we need to adapt them, depending on many circumstances, we have a "predefined" version, which should appear, as soon as the sales person chooses which licence type the quote is for. So I added a "Licene Type" list. Now, when licence "a" is chosen, the "terms and condition" should be autofilled with a predefined text, but should be editable. When "b" is chosen, is should be another text and so on. How can i do it? BW
Has the API been updated?
I'm using the PHP SDK and yesterday I could successfully lookup a record using the lead's phone number and retrieve the Zoho ID from this record. Today I am running the same code and returning nothing. I thought perhaps there was an issue with my access token, so I renewed it, but still no response. I have a try catch statement wrapped around the call to the searchRecordsByPhone, but even this generates nothing.
Add a field?
I want to add a new field URL to my contact page. When I try I get this error. Maximum field limit reached. Only 15 custom fields can be created for your edition. Please upgrade to Higher Editions, or remove the extra fields and delete them permanently from Unused Fields to create new fields. How do I know which are the custom fields so I can remove one and add the URL field. Thank you. John Gurba courtaccess@gmail.com
Repeat Header on EVERY page
I can't believe that ZOHO does not support this: when we generate invoices that have multiple pages (long product table), we need the header section on EVERY page, in our country this is required from a legal point of view. So how do I solve this in my invoice templates?
How many marketing email can I send through Zoho CRM?
We have three users on our Zoho CRM license. We want to send marketing email from within Zoho CRM to our contact list. What volume can we send and what options are there to increase? Kindest, Jim.
Turning off Email Notifications in Free Version
Hi there I've read other posts about this and the answers given do not seem to apply in the free version of the software that i'm using. Please advise how to turn off the email notifications in free. When I click on the tools graphic in the top right corner, I don't get the option of personal preferences, email, notifications as I've read in other responses. Thanks! Genny
Create a Product/Cases in a Potential
Hi, I need to know if it is possible, With some function it could be done that when a potential is generated, XX products are automatically added to it? or but instead of using products, I could use cases u other solution. I have a company where to each potential that I create, I have to add 10 items that are always the same and that have three fields: start date, end date and status (selection list -> Started and finished) Is it possible to automate this option?
Create function to delete a contact
Hello, We are receiving many spam contacts via website forms integrated with ZOHO CRM. Therefore we want to create a workflow that based in some conditions, the contact is automatically deleted. I have set up a workflow rule with some conditions, but I need the code for the function to automatically remove the contact. Thanks for your help. Best regards,
Ask the Experts #1: 5-hour knowledge exchange marathon on 'all about emails' in Zoho CRM.
Zoho CRM's Community is launching 'Ask the Experts' on 31st August, 2017. Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. Emails in Zoho CRM being one such widely queried topic, will commence the launch of the session, inviting in any related doubts or issues you'd like to discuss. Have trouble with your POP/IMAP config? Emails sent from Zoho CRM are not syncing with ‘Sent items’ in Outlook? Want to create email workflows to notify an
Help us find out where CRM developer training is needed!
Hi there folks, As you might know, we've launched a series of developer training sessions to cover developing custom solutions for Zoho CRM. The first few sessions were held in our Chennai office, and we're now planning to offer them in other cities. So we decided to let you guys help us pick our next location! Fill out the survey below to tell us where you'd like us to offer training: Developer training location preference survey Thanks, Seethalakshmi, Technical trainer, Zoho Marketing.
SMS Texts Module incoming phone number field
We are successfully using the Twilio SMS extension in CRM. In the SMS Texts module there is no field for incoming phone number. If a new lead (not in the CRM) sends us an SMS we are unable to see a reply number. How can we add the incoming number field?
[Feature Request] Nested Workflows
Problem Workflow list can become very long, making it hard to identify what workflows are responsible for which actions Suggestion Nesting or Foldering functionality of workflows Current Workaround Attempting to generate a naming scheme, however this is non-ideal SmallBestOriginalRemove
Unable to process your request. Please verify if the name and value is appropriate for the "email" parameter
We have Mail Add On enabled. We open the Emails tab in Zoho CRM, select an email , then select the CRM tab at the bottom right of the mail preview pane, then select the potentials tab and potentials come up that are connected to the email address of the account, however when we click on 'Associate' next one of the emails, we get a red warning that it was not possible to complete the action, with the message quoted in title: Unable to process your request. Please verify if the name and value is appropriate
Remove Filters
When I view the activity list there is a long list of standard filters down the left hand side but most are irrelevant to me. How can I hide them?
How to show and hide some fields when change in a Pick List?
How to show and hide some fields when change in a Pick List in a custom module?
Sales Signals notification lights up but there are none
The Sales Signal notification icon lights up all the time, but when I click on it, there are no notifications. See the attached image for example. I believe I'm getting a fake sales signal every time I receive an email from a contact in the system. Even though my Sales Signal settings say not to notify me of that event. Any idea why I'm still getting sales signals when I have none? Also, the "Feeds" section is blank as well. So the signals aren't coming from feeds either.
formula problems calculating days between two date fields
Hello, I am having issues calculating days between two custom date fields. SQL and MQL are date fields I created in the Account module. MQL is filled in first, and after a few weeks SQL date is filled. I'm trying to create a formula field that calculates the days in between. With these formulas, I keep running into problems. With this formula, I get a Syntax Error ((${Accounts.SQL}-${Accounts.MQL})/(1000*60*60*24)) With this formula, I don't get an error, but at the account, when I fill the dates
can I change the skype: link to callto: link?
hello, there are many phone applications that gets the call action by callto: link, instead of the skype: can I change it? I am a hosted pbx provider, and a lot of my costumers wants to be able to click to call from CRM, I will recommend them to go with Zoho if it will support callto: links.
Feed usage-- archiving posts in the Feed or somehow hiding ones that are read and no longer relevant
We are using Zoho CRM and trying to figure out how to hide or archive posts on the Feed that have been 'processed'-- meaning-- one person posts a message on a matter saying two other users need to do A and then B--- those two user reply back and ask a question, which gets anwered, all inside the post (great-this is how it should work). Then user A and B complete the item ad that 'Post' or converstaion' is over.....but all that text and messaging stays visable(?) Am I missing some obvious feature
Automatic Address Suggestions
I used to use Xero once you put the number and street it will have the options of choosing the right address, I think you need to work on this. For example, if I have to fill up the postcode for the particular suburb, I need to google the postcode and enter manually. Which is time consuming. Once we put the number and street, the system should be able to suggest address and if we click the right one it should fill automatic suburb, postcode and state. Please explain?
I can't import leads to Zoho CRM!
I try to import only 6000 leads through the XLS file (CSV and XLSX). Zoho always responds: its impossible import more than 25,000 leads. I tested an XLS with 20 records, and Zoho also replied: its impossible import more than 25,000 leads. I am working on a free Zoho account. What's going on?
Import Contact Data with special charakters
How can they (ä ö ü and ß) be imported to be displayed correctly?
How do I change lead status after sending an e-mail manually?
Hi, I'm testing the Zoho CRM at the moment for my business. I'm handling leads but sending them an manual e-mail from with Zoho, when that e-mail has been send, I need the status of the lead to change automatically from "Open Lead" to "
Leads Module with commercials and telemarketing companies
Good morning, I have a problem. I have two telemarketing companies and my own commercials that draw on the records we have in the leads module. I would like to know if there is any option so that each one can only see his records as owner and not see those of other people (commercial or telemarketing) Thanks for your comments, Regards
Different lead types
Hi there, If we have three types of leads. Customers, press and blogs/social media, is there a way to separate them by creating lead types?
What happen when I delete a record?
What happen when I delete a record?
Integrate Cloud PBX System to ZOHO Phonebridge
Hi, How to integrate a cloud PBX system to zoho phonebridge? I would like to use CTC, Call pops & automatic call logging in ZOHO with our PBX Integrations. Can you please share a tutorial link or any document to brief about how to integrate my PBX with ZOHO Phonebridge? We have created one developer account and got Client Id and Client Secret but we stuck on integration part in development. Thanks, Yella
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