Zoho CRM Search API always returns empty body
Hello, I'd like to find a contact using the Zoho CRM search API. I passed all the Oauth2 steps, I can list my invoices for example. But when I try I always have an empty response. Nothing in the body. curl "https://www.zohoapis.com/crm/v2/contacts/search?word=publi&org_id=123456"
Lead to Accounts Conversion
Hello, Quick question, when a lead is converted into an account, using the CRM, is the leadID = AccountID? We are using the CRM API to export data and we need an ID consistent between the lead and the account once it is converted. Please assist. Thank
Compare 2 years of data
Hi there How do I create a report that shows me the sales revenue for 2019 and 2020 and then a column that shows me the difference. I have everything except knowing how to calculate the differences between actual columns Thanks Mike
Need help with function that carrys tags over from contacts to deals
I think I have the actual code correct but I believe that I am having trouble regarding the setup of the connection. The scopes I have for the connection are: ZohoCRM.functions.execute.CREATE, ZohoCRM.functions.execute.READ, ZohoCRM.modules.ALL The error
Exporting Report PDF in Landscape view
Hi, I have followed directions at http://help.creator.zoho.com/Functionality-based-URLs.html regarding how to generate landscape PDF views, but I can't get it to work with the reports on my account. For reference: 4. The url format to convert an HTML view to PDF with the PDF's orientation value. The orientation value can be landscape or portrait. The default value is portrait. http://creatorexport.zoho.com/<app owner name>/<app link name>/pdf/<HTML view link name>/&zc_PdfOrientation=<orientation
Free webinar: Zoho Sign in 2020 - A live Q&A with our experts
2020 has undoubtedly been a turbulent year for everybody. People were confined to their homes and asked to work remotely and observe social distancing. As tens of thousands of businesses went remote, contactless signing became the norm causing digital
BURST SMS Integration
Hi, I am trying to integrate my Burst SMS account to Zoho CRM. I have managed this by using the following video https://www.google.com/search?rlz=1C5CHFA_enGB717GB717&sxsrf=ALeKk01ZiAy5y3YsvFfyJ12FhzYtpOvqPw%3A1608575597720&ei=bergX6LHK9aQ4-EP9ra4gAk&q=intigrate+burst+sms+with+zoho+crm&oq=intigrate+burst+sms+with+zoho+crm&gs_lcp=CgZwc3ktYWIQAzIICCEQFhAdEB46BAgAEEdQwQ5YuBRgnBdoAHABeACAAbQCiAGcCJIBBzAuMS4yLjGYAQCgAQGqAQdnd3Mtd2l6yAEIwAEB&sclient=psy-ab&ved=0ahUKEwjiseKI29_tAhVWyDgGHXYbDpAQ4dUDCA0&uact=5#kpvalbx=_cergX-LPKvya4-EPsd226A011
separate the deals, accounts …etc
can I separate the deals, accounts …etc. based on the department of the logged employee ?
Zoho Cliq in Zoho Books
Hi, Is Zoho Cliq not integrated into Zoho Books on purpose or you just didn't got to it yet? We use Bots a lot and they notify us on things related to Zoho Books also and we have to get into the CRM (or have the cliq app open in the browser/Desktop) in
Same report, multiple times (with different filters) on one dashboard
I have a sales report that I want to put on a dashboard 3 times, showing different filters – 1 showing yesterday, 1 showing week to date, 1 showing month to date. Do I need to create 3 different reports from scratch or can I save the same report 3 times
SPF CONFIGURATION
I have been trying and trying and trying to verify our SPF record but it is just not working. DKIM is configured with no issue but SPF is not working no matter what I try. Please help.
Editing links shared
Hi, I am sharing Zoho Docs' links via Skype with my team. But the name of the link that appears in the Skype chat thread is named in a general manner - Zoho Office. Can I change this? For example, when I share a file titled " Job Description" would it
Regarding Ecommerce marketplace Sales invoice vs Zoho Sales Invoice
Dear Zoho, i have an important query regarding zoho sales invoice number vs Marketplace Invoice Numbers. For example, our Sales Invoice ,starts with IN0001 . and we do sell offline and Online ( Marketplace ) also. Lets say , Flipkart issues their Sales
Feature Request: Upload Icons for Zoho CRM Custom Modules In Mobile Application
Hi, It would help a lot if we can upload our own icons/logos to custom modules to view in the mobile apps. What do you think, Roadmap-Worthy? ;)
Processing payments - Actions Being Processed WITHOUT Payments
I have a form set up that's only supposed to finish processing actions on a succesful payment. However it's not working. I'm not in Sandbox mode and the option is checked. I ended up sending out 30 orders to people who did not pay, even though it wasn't
Make text strike through more accessible
I use strikethrough all the time to manage tasks on my projects. It's usually very simple to do it in other note taking apps, but in Notebook, here's what I have to do. Right click on selected text, choose Font, choose Styles, select struck through from list, click apply. Is there a shortcut for this anywhere? It's a little maddening to slow my flow just to cross something off my list. I've attached a gif of me going through the whole process.
Unable to trigger Zoho People 'Record Updated' for Leave Cancellation
I'm trying to get a trigger for Leave Cancellation in Zoho People. I've tried the Record Updated trigger but the flow doesn't start at all when I cancel leave in Zoho People. Is there any other way to get a trigger for leave cancellation from Zoho People?
Zoho Webclipper Bookmark feature is not working anymore
I have been able to use the Bookmark feature of the Zoho Notebook webclipper as recent as 1 month ago, but when I try it now, it's not working. This feature creates a card which is a link for the article that I am trying to store in the notebook. When
Zoho Flow Webhook Trigger isn't properly mapping entire HAL+JSON response
I'm sending a webhook to Flow, which works just fine, but Flow seems to... ignore some of the data? The webhook is received as expected: But only some of the values show when attempting to map variables in subsequent steps, lots of data missing: (I
Split a bank transaction between an Expense and Drawings
This subject seems to around for a while now, but has it been resolved. I have a client who is looking at your software, but they have a number of transactions that requiring splitting between an expense and drawings. Yes, I could raise a journal but
Não estou conseguindo receber e-mail
Bom dia, eu usava há um tempo o e-mail normalmente, mas após alterar as minhas DNS's o e-mail parou de funcionar. Você poderiam me esclarecer o motivo?
Product related list on Deals
Is there a way to add multiple Products to a Deal using Flow?
Zoho Books API ignoring custom fields for new sales orders
Is there a way to include custom fields when submitting a new sales order via the Zoho Books API? We use something like this in the json: { "customer_id":"nnnnnnnnnnnnnnnnnnn", "date":"2020-12-16", "reference_number":"OC 992", ........ "custom_fields":[{"custom_field_id":"1984178000001725178","value":"OC
Re: Re: Re: Re: Re: Re: Re: Re: Re: Re: Re:
Sometimes I reply to others via several additional responses using the same email thread. Is there anyway of stopping the multitude of "re"'s in the subject line? I pasted from an email here, in the title section. Anyway, this is very annoying and
Is there a way to separate the aliases I have under one email Id?
Let me clarify: I have an email id that has 4 email aliases. Currently any email sent to one of the aliases goes into a single inbox. I would like for there to be a way that each alias have a different mailbox so I know all the emails in that particular inbox was sent to one particular email. I know this has a very simple answer but I am having trouble finding it. Also, I'm not sure if I am required to upgrade my account for those options. If anyone can assist me or point me in the right direction
Can't view all settings options
I'm unable to click on any of the links in settings under "My Account". These include Personal Information, Activity History, Active Sessions, Security Question, Change Password. Also, none of the links under the "Help" section on the main window work
How Can I use deluge to generate following XML?
like following <Candidates><FL val="Experience Details"><TR no="0"><TL val="Occupation / Title">Financial Controller</TL><TL val="Company">Liberty Transcargo Limited</TL><TL val="Summary">Head of Finance</TL><TL val="Work Duration_From">03-2007</TL><TL val="Work Duration_To">11-2011</TL></TR></FL></Candidates>
Data Validation for Select Field
Good morning. I would like to apply data validation for a field that is a Select Field (From a list of users). The rule that is to be applied depends on the value of another Select Field (Choose from a list of possible Deal sources). Depending on the
No Visibility in the Reports Tab
Hello, I am to do an annual report on total website visitors, however, the entire section says No Data
Adding Fonts
Hello everybody! I just got this nice looking Zoho Writer application and notice there are not too many types of fonts in it. Any way to add more? Thanks in advance, Andrei
Is it possible to preload a sub form?
I would like to preload a sub form with standard rows. For eg., I have ordering form with a sub form for items. The items are standard items. I would like to preload the items in the subform and the user enters the order quantity. Is this possible?
Fetching Records selected on Multi-Select Lookup field.
My skills are getting rusty...please help... Upon Add/Success I want to update the certain fields of the records selected in a Multi-Select Lookup field. I've been hunting through the this forum archive, but just can't get this work. Any help will be greatly appreciated.
how can we Update records in Google spreadsheet and zoho Creator through API ??
Hie , whenever i update my Google spreadsheet data ,i want that Automatically update on zoho creator too through API but don't known how it can be done , can anyone help ??
Is it possible when clicking on the portal link, in the invitation email, to push the customer to download the application where he can set up his password and eventually login ??
Today, the default behavior is for the customer to configure their password, and log in, in the browser first. And then (maybe) the customer will download the customer portal application and try to log in, in the app. The problem with this setup is that
DKIM verification not working with Thunderbird
I would like to report a problem we are having regarding DKIM verification. When DKIM is enabled for our domain, mail sent through the web interface is properly signed, but when mail is sent through the Thunderbird client it is not signed. The DKIM verifier plugin we use in Thunderbird shows DKIM : invalid (E-Mail was modified). We use POP3 protocol with Thunderbird. At the current time we have disabled DKIM signing for our domain. Please be kind to help us with this problem. We do not know if this
Not receiving password reset email from Instagram
I can't seeem email from Instagram but have recommended several from gmail. How do I resolve thisad I need to recover my IG account
Font Size
How do I change the font size on the calendar. It is way too small.
This Week in Zoho News - CRM Zen Show Episode 125
Click here to listen to the podcast. Zoho News 5 Updates Released for Zoho Analytics This update includes: Filter Enhancements, Pagination in URL/Feeds Import, Easy Zapier Integration, and more. Zoho Show For Android Update Adds Download Repository Zoho
How do I edit expenses
I have set up a feed from my Credit Card. The data has imported successfully, I can see them all (104 of them). I next want to categorise the expenses, but I can't seem to edit them. I can click on the Credit Card and this shows me the transactions, but
SPF Configuration for Hostgator
Hello, I have followed the zoho instructions for the TXT record but it still does not work. I have tried this for past few weeks. Any idea what Im doing wrong?
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