Lookup custom field gives always the account name and anything other
Hello to everyone, I use API ZOHO CRM from my back office. When a client register on my site i create an account and an contact on Zoho CRM. I would like to use my id (named id_anagrafica) to bind account and contact on ZOHO CRM. For this purpose, i created a lookup field for a custom field on the contacts module: Now when i select custom field (id_anagrafica) from my created look up it shows me the account name list, I see the id_anagrafica but which is not selectable. Only the account name is,
CRM API searchRecords : Error 4500
Hi, This is failing with error 4500 https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken=someAuthToken&scope=crmapi&criteria=(Employees equals 0) Why ? <?xml version="1.0" encoding="UTF-8" ?>
<response uri="/crm/private/xml/Accounts/searchRecords">
<error>
<code>4500</code>
<message>Problem occured while processing the request</message>
</error>
</response>
Company logo too large in event invite
How can I modify/turn off the company logo that shows up in the email to invited participants for an event. It is way too large and even when I use a very small size (less than 190 pixels across), it is still showing as very large in the email. See attached pic. Please advise
Time zone for zoho.currenttime in a function?
Hi, My time zone in Zoho Company Details is EST, yet current time in Zoho functions using zoho.currenttime returns PST time. Is zoho.currenttime using the time zone of the Zoho server being used or can I change it somewhere? Regards Glenn
Best Practice to Merge on Update via API
Hello List Zoho CRM Contact section is fed by leading business application by API. How to merge on update, overwrite only a subset of Zoho CRM Contact fields? Similar to the manual import we search for an API call to batch import/update multiple records. Is there? Thank you for help
Updating a Child Record of a Deal?
Hi, all! We're trying to update a datetime field in a record in a Custom Module (Forms) that's a child to Deals (we call them Engagements) At some point after testing, the Custom Function stopped... well.. functioning. I tried just trying to get a print of the related records using this code. engagementIdStr=input.engagementId.toString(); relatedforms = zoho.crm.getRelatedRecords("CustomModule1","Deals",engagementIdStr); info relatedforms; I got a "4401Unable to populate data, please check if mandatory
Custom Function give wrong date and getrecordbyid returns Invalid Ticket Id
Hello, I am having difficulty getting a date/time field from zoho CRM Event in a custom function. The date/time that is returned is not correct. I am passing the "To" and "From" date/time fields of an Zoho CRM Event to a custom function. This function passes the date/time field to another system. The other system gets the date/time value but they time is 8 hours ahead of the proper time. I read the thread here with the same problem: https://help.zoho.com/portal/en/community/topic/custom-function-event-time-zones
Editing attachments saved in Zoho CRM
Hi, Each of my clients in Zoho have CVs attached to their profile. Is it possible to edit CVs or other attachments without downloading the document each time? Best, Mieke
Update records in creator via webhook (how to pass criteria correctly?)
Using Workflows, I have set-up a CRM Webhook that successfully creates a new record in Creator every time a vendor is added in the CRM, using the following URL structure https://creator.zoho.eu/api/<ownername>/<format>/<applicationName>/form/<formName>/record/add?Crt_Name=${Vendors.Vendor Name}&Crt_Id=${Vendors.Vendor Id}&authtoken=xxxxxxxxxxxxxxxxxxxxxxxx&scope=creatorapi ref - https://www.zoho.eu/creator/help/api/rest-api/rest-api-add-records.html What I also want to do is update this Creator record
Populate fields in a related module
Hi there So I have an Account linked to a Contact via a Lookup field. As an example, how can I get the address fields that are stored in the Contact to show on the Account record? Surely there is a way of populating this data across, if they are linked? I need to create a mail merge, which can only be done from one module, and I need the information from two modules. Please advise urgently. Thanks
Convert Purchase order into a vendor bill
Hi - is it possible to convert a purchase order into a Vendor bill? for example: We create a sales invoice for a customer, from the sales invoice we create a purchase order to our vendor - what we need is an easy way to turn the Vendor PO into a Vendor bill - we then check the hard copy vendor bills we receive against the converted PO. Thanks Dave Silvera
Contacts' Email Confirmation
Hello, Upon converting a lead to create a contact and deal in B2C model (with custom field - lead type: customer), I would like to send confirmation email to the contact with a link - I have only found a solution entailing web forms as seen here: https://www.zoho.com/campaigns/help/contacts/sign-up-form-responses.html#confirmation_email Can this be done without webform requirement? Please assist, thanks
Zoho to Mailchimp Sync not Working
I'm trying to integrate Mailchimp and Zoho CRM so that our existing customers are synced into Mailchimp. I've selected what I'm sure are all the right fields, and issued the sync multiple times now, however nothing is pushing through to Mailchimp. I also require Mailchimp lists to sync through to CRM, but I'm sure the sync will not work on this also. Another question I have in addition to this, If I send an email to a customer from mailchimp who is also on the CRM - will there be a way of knowing
How to Process Customer Credit Cards within CRM
Hello. We are investigating Zoho CRM and need to know the suggested way or what others have done in regards to processing credit card transactions from within CRM or an easy-to-use integration with another application (QuickBooks, Zoho Invoice/Books, etc). In short, we would want the Order to be turned into an invoice and use that invoice as the basis for the credit card processing. The solution should be able to securely store the customers credit card information and be PCI compliant. Thanks!
Problems generating the Authtoken in my CRM application
I am using the Browser instruction to generate the Authtoken, with the following instruction: https://legalcrm.zohoplatform.com/crm/apiauthtoken.do?EMAIL_ID=ajmartinez@gmail.com&PASSWORD=AptuzXXXX&DISPLAY_NAME=INTERNAL USE And the response of the system is as follows: Unable to process your request. Click here to go back. Could you please tell me what I'm doing wrong? Regards Felipe Faccinetto
Birthday Reminder
How can we set a birthday reminder/alerts for our contacts.. I couldn't find this in Zoho CRM. Can it be done by workflow?
Zoho Webinar - Stump the Chump! (Q&A with a consultant)
Hi everyone, Wanted to let you know that my consultancy, ZBrains, is hosting two webinars this month with the theme of Stump the Chump! The idea is that our CEO and Chief Solutions Architect, James Converse, will be able to answer any Zoho-related question you throw at him - and, if he can't, we'll send you a $5 Starbucks gift card. Here are two links to RSVP. We'll send you instructions on what to do after you sign up! January 19th, 9 AM PST: https://forms.zohopublic.com/zohopc17/form/StumptheChumpWebinar/formperma/5M_3f1304e0m6__10E111gae4
How to assign already created event to a contact?
Hi, I am syncing events from my google calendar using zapier to the zoho crm calendar but I am not possible to assign a contact to the events coming from the zapier. Is there a workaround or a simple method that could solve the problem to assing a contact to an already created event.
Changing the stage for numerous opportunities
Hi there. We recently imported Salesforce into Zoho and many of the opportunities didn't code to the right stage. Is there a way to change numerous stages at once? It dumped over 4500 opportunities into "unaccounted" category and I need to give these the proper name.
Activity Reminders List Dismiss
The list of Activity Reminders that pops up from the lower-right corner of CRM, it shows a little checkbox next to each activity. I would assume a user should be able to check several activities and then click Dismiss, in order to dismiss multiple activities at once. But it does not work. If that is not the intended purpose of the check boxes, what function do they perform?
amount to text function
hello guys, i was trying to use someone else's function which works great in creator in my crm to convert the amount in number to text. after tons of trying to adjust the code to the functions limitations i just gave up... a day of work just disappeared :( please if someone can at least tell me why it is not working ill be very thankful. and if you have suggestions i'll be even more. the code is attached. thanks !
Tip #29: Field-level Security in Zoho CRM
Hello folks, It's Thursday again and I am here with a quick tip on Field-level security in Zoho CRM. Data security is one of the most sought after features in a CRM software. Given that you handle sensitive business information of your own company and that of your customers, we totally get it! You'd probably be hiding one or two modules from your sales reps because it holds some sensitive information. But hey, you have to share customer information with your reps for them to sell better, right?
Zoho
Please help for below issues. - Templates for easy Import / Export of data. i.e. Zoho, Excel, CSV, etc - More clarity on data sharing & Assignment of roles in Zoho - Any manual or guide on Reporting capabilities through the software, to understand the scope of reports and information that can be drawn out from the data entered
Problem with Zoho Survey Integration - Sales Orders
I created the integration and my survey, but I have a problem, the link won't open: This is the link I get in the e-mail https://survey.zohopublic.com/zs/fBCuZm?fromservice=ZCRM&zs_salesorders=2960521000000178053 If I copy and paste I get to the survey, but when I click on it the real url i get is: https://survey.zohopublic.com/zs/fBCuZm?fromservice=ZCRM&zs_salesorders=ac9ae9e154279a742543848c66d6fba9673952f4f74b9264eb28233035a7dde8&zcrmemail=${ZSURVEY.TOEMAIL} and it doesn't open, please help
Restrict products
Hi, Is there a way to restrict or hide some products for certain sellers?
Zoho search opens new windows
Hello! When I click on a search results in Zoho CRM in the quick search a new windows pops-up. When I hit ENTER and click on one of the result it doesn't opens a new window. I'd like to turn off the possibility that it opens a new window every time I search. Is that possible? I am using Google Chrome as browser.
Activities (Tasks) API - Zoho CRM
Hi all. Using Tasks API (https://crm.zoho.com/crm/private/json/Tasks/getRecords?authtoken=****&scope=crmapi) How to fetch Tasks by Due Date, Task Owner or by Task Status? Any Ideas?
Data Loader Capability
Hello - Has any progress been made on some type of data loader capability? I would like to be able to export a list of records with the Zoho ID, update a specific field, and then upload the new data to update the existing records. Specifically, we have a new field in our potentials module that needs to be populated and it would be 100% easier to extract the data, update it offline, and then re-import. The last question I saw on this was 10 years old. If this doesn't exist what is the easiest
CRM Hack #22- How to find the parents records that doesn't have any child records associated to them?
Hello everyone! This is going to be the first hack for the year. Let us consider a scenario in which a sales rep wants to know the list of vendors that don't have any contacts in it. Because, without a point of contact to the vendors, the inventory management cannot be managed properly. In Zoho CRM, we have reports that help us extract the data that is present inside CRM. For instance, we can find all the Accounts and Contacts for which the "Industry type" of the account is "Software". So we only
Tip #27: Tag Records in Zoho CRM
Hello Folks, We all love Instagram. It makes sharing your best moments with friends and family so simple. All you need to do is upload your photo, add tags and share. Whenever you want to look back at the pictures, of say this year's Christmas, all you need to do is type "#Christmas" in search. All the photos with the tag 'Christmas' are gathered for you in a single click. Not just your photos, but many photos that were shared even by others with the tag "Christmas". So much for the power of tagging!
Community Digest - December 2017
Hey folks! Wish you all a very happy, healthy, and prosperous 2018! We're elated to connect with you all again in the first week of a brand new year. Trust you all had a great holiday and are back, refreshed and rejuvenated to take on 2018! We had a lot going on in the final few days of last year, and in case you missed out on it, take a look below: Community Learning Series: Automate your work using Custom Functions: Creating events automatically on specific days of the week. Updating all the member
Equipment Installed Base
Does anyone have a solution to keep track of equipment (installed base) at a specific account?
Workflows Not Functioning
Hey community, Within the last few days we have noticed that many of our previously functioning workflows are not functioning. This is happening in both custom and non-custom modules, and is not happening with all of our workflows. The workflows not functioning seem to be isolated to the Create and Create/Edit options in 'When'. The conditions and actions do not seem to be a culprit in the non-functionality. Is anyone else experiencing this? Any troubleshooting ideas? Thanks!
SalesInbox and Meeting Requests
I have posted related issues with this topic numerous times and have not gotten any good answers. Is anyone out there using SalesInbox and successfully handling incoming meeting requests? I have seen meeting request come into my inbox using SalesInbox and it never handles them correctly. What happens has been different over the course of many months. A few weeks ago, the meeting requests show, but the times are incorrect. Now, the requests do not display at all like a meeting request, besides the
Completing tasks for a group of accounts
I have 280 accounts that i have bunched up under 1 tag and I want to be able to complete all of their tasks at once and then schedule a concurrent follow up for all 280 at once. Is this possible?
zoho CRM calendar events in cases disappeared
Hi all, we were creating events in a calendar under activities in cases. all of those events have been disappearing in the last few weeks. does anyone reliably use the zoho calendar? if so, which app/subapp are you using? we have a small team trying to share calendars and are far from convinced this is reliable.
Asking for help from zoho support- be very careful
I have put off sharing this to give Zoho time to solve the problem. Before christmas my team reminded me that we struggled with the integration between crm and invoices as we use both accounts (sometimes) and contacts. We work b2b and b2c. We have discussed this on the forum and had been lead to believe that Zoho could 'sort it their end' so that we could invoice accounts or contacts. And so on the 19th of December i contact them via chat and we discussed the matter. Not a problem i was told. Well
Zoho CRM Plus native APP
Hi Guys, Loving the application suite. The problem is that i'm travelling a lot and I would love to see a native mac zoho crm plus application. I know there are already available apps for iPad and iPhone but it would be great having it for the mac too.
Trying To Create A Chart In Reports- No Option To Do So
I'm trying to create a pie chart from a report I've created in Zoho CRM. It is a Summary Report that has filter criteria- is there something else I'm missing to have the "Create Chart" feature appear in the top-right of the page?
Unable to access document page on CRM
I am unable to access the documents tab in CRM, all the other tabs seem to be working fine, when I am using Safari its blank, in firefox it says: Server not found Firefox can’t find the server at docs.zoho.com. Check the address for typing errors such as ww.example.com instead of www.example.com If you are unable to load any pages, check your computer’s network connection. If your computer or network is protected by a firewall or proxy, make sure that Firefox is permitted to access the
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