Im not receiving the Zoho calendar invitation to my Google Calendar
I have problems when im creating a meeting in Zoho Calendar is not showing in Google Calendar (but im receiving the email from calendar) i dont know why.
ZOHO Support?
Two days ago, I submitted a support ticket to https://help.zoho.com/portal/newticket but got no confirmation or follow up (not even an automated acknowledgement of receipt). Yesterday, I tried to login to view My Requests at https://help.zoho.com/portal/signin#myarea, but the portal did not recognize my registered ZOHO email address or password. My "renew password" request failed with the error message, No such user. I am, in fact, "the" primary administrative user for our ZOHO account. I then submitted
ALL email filter for an account or contact doesn't include all the emails
Hi, We are trying to use the email tab to see all the email interactions with the same account. We want to use this feature because we want to share all the email interactions among different Zoho admins (IMAP shared user), then there would be less confusing and time-saving. Theoretically, the Email tab should show the total amount of all the email interactions between all the shared Zoho admins and that account, including the records from all the shared admins and the detailed emails from different
Workflow Automation
Dear all, please do not use Zoho CRM software its not user friendly I have been using since last 2 months and its very complicated you have to be expert to understand its functions and manage it. There is no support from Zoho team to help you to manage and configure it as per your requirement. I have created clients records and wanted to schedule email notification to some specific client on their license expiry date but it doesn't work. I tried to reach the support team but no response I am loosing
Workflow Rule for Tasks
Within our tasks module we have three different categories for 'Status', one of which is 'deferred'. I'm trying to create a workflow rule so that when the user selects 'deferred' it will automatically push the due date back by 5 days or so. I've set it up so the execution of the workflow occurs when the user inputs 'deferred' into 'status' - I've put an instant action in as a field update - tasks >>>>> update >>>>> Due Date = execution + 5 days, however it isn't have the desired effect - any help?
Update
Hi. One thing I want to say is I would appreciate something going out when there has been an update of some sort. Today I have noticed a couple of new additions in CRM, one being new filter options (Touched & Untouched) but there is also a new option in the module builder called "User 1" - what is this exactly? Is this so another user can be related to other accounts/contacts/leads so in effect so you have multiple owners? And is there going to ever be an update where a contact can be related to
Open email with template, but do not send
Hey guys, I'm hoping this is achievable, and I don't see why it can't be achieved; all I'm looking to do is create a script for a link/button that will open a new email with an existing template pre-populated in the message part of the email already, but NOT send it. It doesn't matter if the html template content has to form part of the script - I'm happy to do that. I know this can already be achieved via script however as far as I can see there is not way to stop the email from sending. I'm also
API V2 - Update Record does not work
Hi All! I am trying to update a record following these instructions https://www.zoho.com/crm/help/api/v2/#ra-update-records, but I got an error. I've been debugged the file 'EntityAPIHandler.php' and the $this->record must be an object, so... The REST API Documentation is incorrect? Thanks in advance. Regards!
Scheduled Sync Job to Shopify Broken
Back on Feb 19th I discovered my scheduled sync job that syncs Shopify contacts and the purchases they make stopped working. This used to sync the new clients that purchased a product and also created invoices in Zoho for the purchases any client makes through our Shopify account. It just stopped working. A developer remoted into my machine, did some stuff and almost 2 weeks later I get an email back with this as the solution to my problem: "The issue is on the line accjsoninste = acc_criteriaMap.toString().toJSONList(); instead
Zoho CRM / Mobile app and contacts accessible from phone
Hello, I am using the mobile app of Zoho CRM and i like it. I noticed that each time I receive a call from one of my contact in CRM, it will not be recognized as such. I need to maintain and have the contacts separately on the phone. Would there a possibility in the future to have a connection that allows CRM data to be automatically stored in the address book of the phone, so that I can recognize my callers like I have with phonebridge. You had created a mobile app called ZohoCalsync. We would need
Specifc value from lookup field
I have a lookup field from standard module (Campaigns). In the record of one register in the module campaigns, I select one value (support name) from a custommodule (support or CustomModule1). I have another custom module (trazador or CustomModule10) when I have a lookup field from campaigns. In this module I need get the string value of "support name" when I pic any record of lookup Campaigns but when I try to pic the value "support name", I get the ID of the "nombre soporte" instead of the string
Contact, lead, deal
We are a small company B2C that conciders Zoho CRM. It needs to be scaled down to be useful. We are intending to import the customer data we have into contacts, i.e from old customers, we have a high level of repeat business. A couple of questions: 1. If we recevie a call we dont know if it's a new or an existing customer (we would look into integrate the phone sysetm at one point). The obvious is to start entering the call into a lead but I find no way how to recognize the customer if it exists
Community Digest - February 2018
Hey folks! We're back with a recap of all that's been happening in the Zoho Community for the past month. Check out last month's activities, product updates, and important tips, ticks, and hacks. Zoho CRM Meetups: Our first leg of meetups in the US has taken off to a great start. We successfully pulled off meetups in the US and Europe with a good number of our users participating and getting to know their CRM better. More meetups are heading your way across, US, Europe, Asia, and the Middle
API V2 - Update record does not work
Hi all! Im trying to update a record following these instructions https://www.zoho.com/crm/help/api/v2/#ra-update-records, but I got an error. Ive been debugged the file entity. Php and thisrecord might be an object, so.... It is possible the rest api doc is incorrect? P.S.: I also tried a ID integer (like documentation shows).
get related notes
I am trying to get related notes of Accounts, Leads, Contacts modules that were last modified the day before. At this moment I can get related notes for a specific id, but I do not know how to do that for numerous ids.
Running a report and displaying a custom URL field as an actual clickable URL
Hi, We have a custom field that is a URL added on some contacts in our CRM. We have reports that shows if Contact X has URL, then the contact shows on a report, it also includes the URL in the report. The URL is however not "clickable" directly from the report, which is anoying. Same think in the Deal module - we run a report, we have an added field that is of type URL, but in the report listing, it the URL is not clickable. Anything we are doing wrong that you can help us with?
Refresh browser in Leads page
I have configured a mailbox correctly and generated a rule in my workflow to automatically generate a lead. Unfortunately to verify the new leads generated, the only way is to refresh the browser (F5), not so with the SalesInbox that works automatically. There are any sollution for the leads to appear automatically?
[Zoho crm. Custom function]
My custom function uses postUrl() function for integration with another service. Whenever retrieved responseStatus of the call is 500 ( ( response.get("responseStatus") == 500 ) ) the custom function execution should be marked as failure - so later I can track 'failed' calls. Is there any way to explicitly throw errors/exceptions in custom functions? Or any other suggested solutions, please? Thanks. Anton
I can not see any contacts
All "Contacts" records have disappeared from my account. Please, I need help very urgently in order to reverse this situation. I have no idea what will have happened!!! Thanks in advance,
Workflow rule not executing on imported records
I imported a list of Accounts and found out that workflow rules do not run on imported records. I need this workflow to run in order to assign these accounts to the territory rules that are defined. Does anyone know of a way to force a workflow rule to run or a workaround to this problem?
Update Record (Potential) give an error
Hi all! On my production environment, I've got an error when I try to update a record. 1. $idPotential = ["97538000000158003"]; 2. $insPotentials=\ZCRMModule::getInstance("Potentials"); 3. $bulkAPIResponse=$insPotentials->updateRecords($idPotential,"Description","Test Description"); 4. $entityResponses = $bulkAPIResponse->getEntityResponses(); On 3rd line, the error is: Call to a member function getData() on string I don't know why this line got an error, on my local environment it works fine. Thanks
Zoho CRM - Report Scheduling
Hi, Is it possible to define working hours and holidays in CRM. Basis, the defined holidays, reports should only run on working days.For eg, I have reports scheduled for all days of the week currently and I do not want the scheduler to run report on Sunday which is weekly off. Waiting for a response. Regards, Preeti
Copying a value from one module to another automatically
Scenario: Invoice module has an "Implementation Engineer" value with a list of names. When one is selected, a number of tasks and emails go out. What I'd like is to also take that value and apply it into the Account module associated with the invoice, which will then fire off a number of actions I have configured there. I'm pretty sure I can do this with a custom function, but no idea where to begin.
Getting Notes from CRM
Hello, I am new to Zoho, so my question may have been answered, but I cant find anything. I am trying to do a getrecords for Notes. I keep having an error. See below {"response":{"error":{"code":"4600","message":"Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values."},"uri":"/crm/private/json/Notes/getRecords"}} Can anyone please point me to the solution? Thank you.
Range of Numbers
Hello, Is there a field, that I can enter something like 421-429 or 421,424,429 and have Zoho understand that I am interested in the range of numbers? Thank you
Add Account Name to Available Columns When Creating Summary Report
I don't understand why account name would not be one of the available column names when creating or editing a summary report. Is there a way to change?
GoToWebinar Integration
Has anyone else tried the new GoToWebinar Integration (not GoToMeeting)? It seems to me pulling information in correctly but categorizing it incorrectly. For example, it's putting an attendee from last weeks demo into last months Webinar campaign instead of the demo, same thing is happening with questions.
CRM Migration
I have a customer that I am migrating from ACT to ZOHO CRM and the Data Migration Wizard is unreliable. I have a large query of notes that I am dividing into files smaller than 5 K CSV files and some of the data imports and some does not. The Import History reports Failed or Skipped records. The notes are for existing Contacts that have been Migrated by the same Wizard and i can find no reason for the failure.
CRM Hacks #30: How to send a personalized email from a Sales order and store them under it?
Hello everyone, There is an out-of-the-box email option in Sales Order module of Zoho CRM. This lets you send a copy of Sales Order to your client directly from the Sales Order record. Emails sent using this option gets listed as a related record under the Emails section. A need to send a different email to the client regarding the same sales order cannot be ruled out. What if there is a delay from the client's side in accepting the sales order and you want to follow-up on the same? At this stage,
Product Categories and Discounts
I'm a new test user with Zoho and am a bit shocked at how bad the quoting module is. You need to provide an easy way for a sales person making quotes for customers to be able to set discounts in multiple ways within the quoting system. I think most companies have at least two categories of things that they sell and that they want to discount differently on every quote. For example, products and pro services. At the quote level, I need a field for the discount to use for category 1, category
CRM - IMAP Solution for Outlook 365
it would be great if Zoho can make an improvement to their IMAP Outlook 365 solution whereby, when a user's outlook account is deleted, the emails that were synced from that account to CRM, are stored in the CRM system and not deleted. Thank you
How to retrieve records based on CONTACTID?
To get calls records I'm using below api: https://crm.zoho.com/crm/private/json/Calls/getRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4 To get records of particular contact, how should i construct the query? I did like below and its not working. https://crm.zoho.com/crm/private/json/Calls/getRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4&CONTACTID=2847269000000474021&RELATEDTOID=2847269000000474021 1. Is there any parameters to query by CONTACTID?
Allow change Text field size without replacing the field.
We have a 2000 text field. Lately we noticed we need more room so we need to change to 32000. It looks we need to create a new field and migrate the information to get it done. It requires to "Modify" the WHOLE database which is RIDICULOUS. We are coming from Salesforce. In there you can change Text fields size UP and DOWN. It is so SIMPLE, if you reduce the size, well, the system cuts all texts according to the new size (obviously the company acknowledge any text lost as irrelevant). And if you
Function-30: Keep track of your business details with a Company or a Contact.
Welcome back everyone! Recently we had made an announcement regarding the renaming of Custom Functions to Functions. Check this link to know the implications regarding the change. Last week, we learnt how to create Purchase Orders for Individual Products instead of a Contact or Account, from a Sales Order. This week, let's look at a custom function that lets you update your Account and Contact records on the products involved in the transaction, for each related Invoice generated. Business scenario:
Outlook plugin for macOS - cannot login
I just downloaded the Outlook plugin for macOS and installed it as described. When I try to login to my CRM-Account I always get the message "Connection failure - Please check your internet settings", but I am definitely connected to the internet. Additionally I looked into the log files and found two interesting things: 1. Zoho CRM Plug-in for Microsoft Outlook _CFNetworkIsConnectedToInternet returning 1, flagsValid: 1, flags: 0x2 --> so I am connected ;-) 2. Zoho CRM Plug-in for Microsoft Outlook
Sync
Good morning everyone! A peculiar issue with importing and syncing leads. I used the desktop version to import few hundred leads to Zoho and import, this worked well. After performing Desktop sync I used these leads on my Zoho App. But now all these new leada have disappeared from desktop, in iPad they are still available. I'm standing on the hose here, how to get the data on new leads back on desktop Zoho?
Error with closing tasks
Hi, I edited the picklist for the "Status" in the Tasks settings and now I can't close tasks! If I click on the "Close" link near to an open task and then I pick "Closed" in the Task Status and then "Save", the task remains open! Could you help me? Giordano Brachini
Pipedrive Import of Job Titles
Hi I have imported 350k records and none of the contacts job titles have uploaded. Can anyone offer any suggestions? Kind regards G
Tagging accounts, contacts, and leads in notes
Hello hello - When a contact moves to a different company I write down where they previously were in the notes. If I could tag other contacts or companies in the notes then that contact would show up in notes on that company or contact's notes. E.g. Amy previously worked at [@Amazon] from 2010 - 2016 This way this note would show up in Amazon's account and if we were looking for Amy in Amazon's account we could see that she moved to a different company. I know we can already do this for users but
Allow duplicates from web API, merge later using "Deduplicate Leads"?
I have a Zoho CRM database containing a custom "License" field. Prospects go to our site and submit a form with more, updated information and also the License field. My problem: 1) If I make that field Unique in Zoho CRM, the API will not pass the record as that License already exists. 2) If I allow duplicate records, I have no way to identify them as Zoho will only search Email, Company, Phone or Mobile for duplicates. Question: "How can I allow duplicate records to be created (each record contains
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