Can I add Products to Potentials via xml?
We are in the process of designing scripts to load our existing data into ZOHO. I have successfully built Potentials and Products via the CRM API. Now the issue is can I add Products to Potentials? It looks like updateRelatedRecords is the closest method I can find. In order for us to use this system, I will have to add several thousand Potentials each will require between 1 and 4 Products so I want to add via the API and not manually.
Problems setting up a new user
I am getting the following email while trying to setup a new user on our Zoho CRM. But the user is not a super admin at all .... has invited you to join ...... CRM account. Since you are already a part of ........ CRM account and you are the super administrator for that account, you will not be able to accept the invitation. To accept this invitation you need to, Make any other user in ....... CRM account as a super administrator and ask them to delete you from that account. You can refer this help
Email Integration means???
I'm finishing up on the trial version and wondering what version to get. The professional version says email Integration. Does this mean I need this version to send and record emails ent via CRM or that I can't view/log incoming emails from clients? Thanks
Moving from Members (Contacts field) to Former Members (Custom field)
Hello, I would like to be able to convert, or more likely move or import people from my Member (Contacts) Field to my Former Members (Custom) field. We use Zoho for our health club and have leads we convert to contacts (members) once they join the club like everyone else uses. However we usually delete people out of Zoho after they cancel their memberships with us. We do have many people who after cancelling come back to us later on, so I would like to be able to keep all their information as it
Editin Lists
Hi,, How can I edit lists ? for instance, when creating an account I get one list to select Account Type and another list to select "Sector" of the account. Where can I edit Sectors and change them ..? Thanks.
Go directly from Add Account to Add Contact
Hi, I would like to have a button on the Add Account form which actually does : "Save & New Contact". Basically, it would : - Save the account - Go directly to the Add Contact page to add a new contact related to this account. This means that the Account Name in the Add Contact page will be already filled in. I tried create a custom button but : - how can I make it save the current account - how can I pass the Account Name to the contact page Many thanks for your thoughts and ideas ! Guillaume
cant access my zoho CRM
hi can oyu help me guys i cant open my ZOHO CRM they are asking for sign-in code verification, i dont have acces with my phone number 09154311271 what can i do?
Outlook Categories in ZohoCRM
It would be an extremely useful thing to have Outlook Categories populated within ZohoCRM. Clearly, the system 'look's at the categories when syncing (sync category yes/no). Not having what appears to be a simple thing is very frustrating.
Zoho crm mobile
Hi. I have added my own set of user defined fields to the EVENTS template under Accounts. When I look at the EVENTS on the Zoho mobile app, the standard fields are visible but the user defined ones are not. Can I have the user defined fields sync to the app? Thanks
Can Custom Function be used to update multiple fields in multiple lead records at once?
I'd like some advice on whether the following can be automated using Custom Function which requires Enterprise Edition. Here's the scenario that needs to be automated: 1. User updates status of a task to "Mail Merge Completed". 2. The task update should trigger auto-update of all leads with lead status = "Mail Merge in Progress" to lead status = 1st Correspondence Sent" and change the lead owner on all these records to "xxxxxxx". I'd also like to know if ZOHO Creator is required or if the script
Formula field based on other two formula fields
Hi I have some custom fields on Account like this: € field formula field1: € field*21/100 formula field2: € field*7/100 I need a third formula field3 like this: € field+formula field1 - formula field2. I can not create this formula because in the wizard the formula fields are not appearing. Any idea? Thanks in advance.
Sum value in a matrix report returns no records
I have a matrix report that returns record counts in the cells ie works fine. When I customise it and change this to total one of the fields shows no output just "no data available" although it says "Displaying 1 to 13". There is data in the field I want to sum. I have tried re-creating the report from scratch and adding the field concerned to the selected columns before changing it to a matrix report. Makes no difference.
Our Google Calendars are now no longer Syncing with our Zoho Calendar.
I was working in the CRM last night around 6 pm est and the Google Calendar sync was working fine. This morning all of our staff's Google calendars are no longer syncing with their Zoho Calendar. Is anyone else having this same issue? Please note we just changed our primary domain with our Google Apps account and for all our email accounts about two weeks ago. I have also updated my Zoho account to use the new domain email as the primary domain. However, this was working yesterday, so I'm sure why
How to find whether a crm user has crm api access or not?
Zoho CRM documentation says user api access status can be found under crm -> setup -> users & permissions tab, but unfortunately I cannot find anything there.
Are Zoho Calendar event creation based on Deluge Script modified by the Company Business hours?
Dear Zoho CRM and Creator Teams, Just wondering on this thought as is strange I seem to have no issue with a Date/Time field creating Events on users calendars but sometimes I notice that the update to the users Zoho and Google calendar does not work after the business time set in the Admin CRM business hours settings? I also wanted to note this event was created by a Zoho Creator app i'm working on. And on that note is it possible to make the date/time field appear and work the same as the CRM version
About using the AuthToken
I want to retrieve the Accounts, Leads from my ZOHO CRM. I generated the token in my fds laptop few days ago and noted down the token as it is supposed to be permanent. Then I logout and clean cookies. When I use the token in my own computer, it keeps prompting me "No data found" code "4422". I guess it should be something related to the session because I generate the token in other computer? Is there any other solutions apart from regenerate a new token? Thanks
why country and city field is a text not a select box
hi , I was wondering why fields that has predefined values like cities and countries are not field drop down list
Gmail contextual gadget fields
The Gmail contextual gadget works great! Is there a way to change the fields which I can enter using the gadget? For instance, when creating an opportunity I can enter: - Amount - Potential Name - Closing Date - Account Name - Stage Is there a way to add more fields in the gadget and/or custom fields? Thank you
Associate contact with potential via API
Hello, I would like to associate a contact with a potential. How can I do it? If this can be done with updateRelatedRecords method, how do I get the ID of the potential and the contact I have just created via the API in order to use it at updateRelatedRecords method. Thanks, Nikos
Sheet View for clients
Hi I wnat to do a 'tidy up' of my current clients. Is it possible to have a sheet view (excel sheet) of all my clients rather than having to do one by one. Currently I can only do a sheet view of the clients on each page ie ten at a time. Thanks Zena
Custom Function map() to lead lookup field
"Client" is a leads lookup field within my custom module, what does "leadID" need to be in order to associate the lead with the new module? field=map(); field.put("Client",input.leadID); response = zoho.crm.create("CustomModule2",field);Given a lead, how do I map it to a lookup field in a different module?
Custom Function return type is void
For some reason, creating a Custom Function from a Button returns a string (which display in "Message Content" popup) but return nothing (void) from a Rule. Is there a way to make the Custom Function either return a string or display a message in the next page (after Save or Edit) if an error occurs?
Using campaigns within zoho CRM
Can someone assist with how i should use a campaign within Zoho CRM. I have created 3 campaigns but it doesn't appear to flow how it want it to. I think i'm using it back to front. I've created a campaign using existing leads, e.g. i have leads that are 90+ days old and i have imported these into a 'Campaign' so that they can be refreshed however i am finding it difficult to work these within the dedicated campaign. After reading the help menu i think that you start an activity (external to Zoho
Print Mailing Label option in Leads shows Phone #, not Address on labels
I select a few leads in my leads list and click the Print Mailing Label option. The displayed labels have the contact name on line 1, company name on line 2 and phone number on line 3. Yes all contacts have a valid mailing address but the addresses do
False Advertising - No Quickbooks Integration
Im very disappointed in Zoho. The website says over and over again on the comparison details that quickbooks integration is supported. There are even detailed instructions to set it up. That was the deciding factor for me when making my CRM decision. I signed up for the professional version this weekend only to find out there is NO integration. I called customer service and was told it was canceled 8 months ago and they just "haven't had a chance to update the website yet" Anyone who owns a business
Creator to CRM
Hi I have created an application in Creator. I know that I can create a lead from the creator form via a script. But i have around 50 fields that are normally not used or needed in the lead view, but I would like to be able to viewe them from the CRM system. How can I link or show the data that I have stored in the creator database from the view of the lead in CRM (and later on the opportunity). Do I have to make all of those creator fields in the lead layout and send them over when creating the
B2C Partnership Tracking
My company is B2C, and I want to use Zoho to track my individual customers as well as my partnership efforts. Has anyone done this? If so, I would love to connect and chat about it.
Cant add permission for using Office plug in
Succesfully installed the office plug in Attempting to sign in from MS-Word - add-in does not accept the user+password Attempting to add app permissions, followed the instructions here https://www.zoho.com/crm/help/office/install-plug-in-for-microsoft-office.html. The instructions say: 2. In the Profiles page, click Edit for the user's profile. 3. Under Apps Permissions, select the Zoho CRM Plug-in for Microsoft Office check box. However, when editing the 'Administrator' profile, there isn't an
API Limits and Related Lists
Two questions regarding data extraction via API: 1. Has Zoho addressed the issue of expanding the limit of 200 records per call? We have an automated call to extract data, and this limit means some records may be missed. How do we get around this low limit? 2. The method "getRelatedRecords" requires manual input of record ID. Has Zoho addressed this to allow bulk calls? thank you
Help with zoho.crm.updateRecord Error
My custom function is written as follows: leads_mm = zoho.crm.searchRecords("Leads","(Lead Status|=|Assigned for Mail Merge)"); for each lead in leads_mm { leadID=lead.get("leadid"); resp = zoho.crm.updateRecord("Leads",leadID,{ "Lead Status" : "Correspondence Sent", "Lead Source" : "Employee Referral" }); } When I click "Save and Execute" after editing the script, the last line of code (beginning with "resp = zoho.crm.updateRecord") causes an error. The attached screenshot shows the error message.
access Contact module fields from Custom Function
I need to access many fields in my Contact module. Instead of passing every single one of these fields to my Custom Function, can I either pass the module object itself as a parameter or access the Contact module fields directly somehow?
Pick List Population
Hi, When I add a new value to a picklist (from a custom filed) the new value dos not appear in the picklist when I want to select it for an account/contract. However it does appear in the edit picklist view. Am I doing something wrong?
API methods
What API methods should we use for integration for the following requests: To get the list of leads that was updated for the last two weeks and To get the list of contacts to for specified period Please help
Related List Columns
I have created a new module. When I open that module I want it to show me the "SSU event name" and the "contact" it belongs to. I have gone into "Related Lists" and selected my columns I want shown. However is will not show me the "contact" column! All it will show me is below. The "contact" column I created is a lookup field, is that why it will not show up here? SSU Events Name SSU Events Owner Modified Time Edit Christie Cookie 2015 Michelle Hill 12/16/2015 07:33 AM
Webhook - Where to find error codes
Hey there! I've created a webhook and have proved that my rule is firing. However, it doesn't look like my webhook is being called. I've taken a look at documentation that says that, if it errors, it will be displayed in the Zoho CRM. But, where in Zoho CRM will the error codes be shown? I can't find them. I am referring to https://www.zoho.com/crm/help/automation/webhooks.html#Refer_Error_Codes . thanks, -Kelly
Multiple questions - Custom Built Form Codes and Data Storage
Hi, We've had Zoho for a while now but not really used it's CRM for it's full potential and I would like us to start using it as our main CRM tool. Due to the nature of our business, it would work better for us if we could do a couple of things including: Can we place custom-built HTML codes for web forms (Pop-Ups) in Zoho or integrate the web forms with Zoho so all data captured is stored in Zoho? Store data as lists rather than Enquiries, Potential Customers, All Data, Existing Customers or Campaigns?
Converting Lead using time based field update action
We've set up a workflow rule to update a field using time based action and set up another workflow rule to convert the lead based on that field updating. Seemed , field updating working fine but it can't convert the lead. Is it not possible to automate the lead conversion in such way? Let me explain little bit- we are getting lead from third party tool using Zapier. When we get qualified lead we want to get it converted to contacts and potential automatically. We know, converting works only on field
Aside from Leads, is there another type of module allowing to convert its records to contacts?
Hello, Entries present in the Leads module can be converted in contacts, but I didn't see the same functionality (using Zoho CRM Pro) in any other module in Zoho CRM. For example, if I'd like to convert a vendor into a contact, I don't see the "convert" button like it's present in the lead detail screen. Am I missing something? - Adriano
How To Change Status Of A Lead
Hello, I am looking for a simple method to update a lead that has no value. "Dead Lead" I don't want to see the lead in the "Open Lead Filter". Please advise on how to accomplish this. Thanks in advance. JTL
Custom function executes in test mode but not as a workflow rule
I have written the following function to update a potentials field named Close Date with - simplistically - a hard coded date (which will be replaced with a TODAY function when this is working. void workflowspace.Update_Opportunity_Closed_Date (int OpportunityID, string ClosingDate ) opportunityID1 = input.OpportunityID.toString() ; closeDate = "1/1/2001" ; valCloseDate = zoho.crm.updateRecord("Potentials" ,opportunityID1 ,{ input.ClosingDate : closeDate } ) ; When I click Execute Script, I
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