Call CRM API from a native extension
Hello, we're currently building an extension. One feature of the extension requires us to change the records picture. We'd like to deploy this feature automatically in multiple CRM (thus the extension need) So far, we managed to accomplish the above feature using two similar solutions (This topic helped us) : Create a custom function and use a CRM connector to call the CRM API within the Deluge function Create an application in the Zoho Developer console and use the access token to make the same
Need to edit portal invitation template
How do I change the customer portal invitation? I'm finding instructions to do this in Zoho Desk but I need to do this in CRM. The wording and format is very unprofessional and I want to be able to add our branding and some instructions to the customer.
zoho email are not going out on godaddy server
zoho email are not going out on godaddy server. followed and https://www.zoho.com/es-xl/mail/help/adminconsole/godaddy.html#mx
Mandate attaching Contract to Account when it gets automatically transitioned from a Lead
Hi, I have setup a Blueprint that transitions a Lead across few states, and when it reaches 'Deal Won' the Lead gets automatically converted to an Account. There is a Contract related list for Accounts, is there any way for when the Lead gets converted to an Account, the system prompts it to be mandatory to attach Contract to the account before proceeding? Regards Wing
Trying to create a field that auto populates/increments
Hi, We use Zoho CRM and want to auto populate a custom field like a serial number number that auto increments but is based off of several other custom fields. For example SerialNumber=CustomField1+CustomField2+AutoIncrementNumber Any ideas how to do this? I know I can create a field that auto increments based on this article - https://help.zoho.com/portal/en/kb/crm/faqs/product-customization/web-tabs/articles/how-to-create-an-auto-number-field but I can't figure out how to add in the other rules.
Facebook Integration Broken
I used to be able to link my Zoho CRM Leads, COntacts, and Companies to Twitter, FaceBook, and Google+ profiles. Now only Twitter ever finds possible matches to associate. When I looked at my settings on FaceBook, I saw that the Zoho App was expired. I renewed it from FaceBook Privacy Settings, however Zoho CRM still never finds any potential profiles to associate.
Did you know that Zoho Bookings gives the best appointment booking pages in the market?
If you look at the various appointment scheduling apps in the market, you will see that either they provide a default booking page which is bland and uninspiring or they ask you to use html and css. Zoho Bookings is different. There are billions of booking pages that you can design using our themes, logo upload, text customization. The big difference is made by our color palette feature. By cleverly utilizing color pickers, your booking page can represent your brand. Here is a promo video that
The Zoho People newsletter is out!
Hello everyone, The Zoho People newsletter of the month-September is here. Check out our handpicked articles, exclusive videos, what's new and next, and other monthly updates of Zoho People.
Sharing Note on WEB
hi how can i share my note card between my contacts else other notebook userusing email ID is their any way?
App Spotlight: Zoho CRM 2 Moodle Advanced Extension
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Zoho CRM 2 Moodle Advanced Extension Moodle is a free, open-source learning management system (LMS) used for blended learning, distance education, flipped classroom strategies, and other e-learning projects for schools, universities, workplaces, and more. The extension allows you to manage large volumes of institutional data stored in your Moodle account from Zoho CRM. Reconfigure
Preview message on hover
On Zendesk we used to be able to hover over the ticket and see what the message was before we clicked on it. With zoho desk it includes the title but not the actual message. Is there a way to change this so we can hover over and see the messaage. I know theres a way to have ticket peek but that involves clicking and loading up the screen which is how we are doing it now but hoiping theres a way to do it whilst just hovering over the ticket.
View time of day for older emails
It appears there is no way to view the time of day that an (older than two day) email was received, just the date, in the Zoho mail web app. I can see the time of day on the mobile app, so it is stored.
Creating Client Project WITHOUT Adding Client User
Hi there! I'm trying to add a Project to a Client Contact. I do NOT want that Client to have access to the project. When I select "none" for Client Users, I get an error message "Sorry, there was an error. Please try again later". If I add the actual client to the project, it works just fine. To be clear, I do NOT want any client getting any sort of notification as our goal is to use this for internal projects that are related to that client. If you can assist with this issue, can you also help with
Payment Cancelled - Still Creates Record
I've written an event booking part of my new system. In this they book in and pay for the competition. I just had a guy press book now, but then close the payment window as he didn't realise he didn't have his card on him. This has still created a Competition Registration record, it's just not marked as paid. This isn't the expected behaviour though. The average user would assume that this cancelled the registration process. Wondering what the best way to handle this is?
When copying a Zoho sheet file within Zoho, the copied file loses its data validation and conditional formatting
Hello, When I copy a Zoho Sheet file (which contains some cell data validations, conditional formatting and simple formula's) within the same Zoho project folder, the copied has lost it's data validation on some fields and in some cases the formula's cell references have been incremented, meaning I have to do redo a lot of the work again. Is this an existing issue or is there another process I should be using within Zoho when copying files? Many thanks!
Create a function to clone deals after it is closed
I want to create an automated workflow to clone an existing deal after it is closed. The new deal is for our sales team to follow up with our customers about their maintenance renewal. Existing process After our sales team close a deal, they have to manually clone that deal and do the following 5 things for the maintenance renewal. Can you help me automate this process? Looking forward to your reply.
User Template in Zoho Sign / Form + Z Desk
Hi Team, I would like to create a form in Zoho Sign or Zoho Form to send to the final user sign; It's a term of responsibility to register some requests from the final user to open some specific ports to internet, and Would like to create a "map" of ports requested by users and the term of resposability signed. The propouse is attach this informations directly in the tickets. Is it possible to use Zoho Sign (templates) to this proposal? I'll control some requests of firewall rules as shown below
How do you get the CRM Account from a Project record
Through the GUI web interface its possible to see that Projects are linked to the customer Account in CRM that the project is for, however I can't see that link / account ID in the data returned from the API (eg from GET /portal/[PORTALID]/projects/[PROJECTID]/). Is this done through Entity Properties? In which case what should the entity_id parameter be set to? Thanks Simon
Error when deleting Product
Hello, i am currently trying to setup Zoho Bigin. Now I´ve added all of the products my company sells, including ones i personally have nothing to do with. Now i want to delete them to keep it more simple, but get the error message that the products are connected to a deal and therefore they can not be deleted. Only Problem is, there is no deal in the deals module. In the beginning i set up some fictitious deals to check how the system works, but after that i deleted them all.
Zoho Query API problem
Hi, I am trying to write select queries to retrieve data from Zoho using its Query API. But I am getting the following error: Service responded with exception status (401): {"code":"OAUTH_SCOPE_MISMATCH","details":{},"message":"invalid oauth scope to access this URL","status":"error"} I am trying to do this call using a dashboard tool's Zoho integration module. If I use rest API it works but when I try to use Query API of Zoho it returns the error. I searched this but couldn't understand what I am
Reply-To on conditional reply emails
Hello. We have a bunch of forms setup. We are able to specify the From, To, CC, Subject. How do we set the reply to? The notifications default the reply-to as the inbox it's going to (IE sales@ourcompany.com). Other forms I've used in the past let you specify the reply-to. We'd like to set it as the email address the person filled out the form with. I have an image attached and we added the customer's email to CC so at least they know it went through and we can move that email to the reply to,
I cannot Identify the Visitor coming from which country and state
Hi, i am not able to identify the visitor coming from Google. it only show united arab emirates. one guy from zoho sales call me and said our technical support will help you but all in vain i got nothing zoho sales in start working perfectly but after plugin update in wordpress everything is finished it never work properly and never show location right. Help Please
Search not working within Product Description Field in Sales Orders
Hi For several Sales Orders we imput data inside the Product Descriptions that we sometimes need to search for later on, but nothing comes back in the search results, but if I imput the exact same data into another field within the same Sales Order, I can find it with the search function. If the search function works within fields, why does it not work for the Product Description Field? please help
Prompt to schedule a follow up meeting on converting a lead
We're looking for a way to automatically prompt our consultants to schedule a follow up meeting each time they convert a lead. Currently we're using a call back date/time field but this only adds to the consultants calendar. We've created some compulsory questions that they have to complete when converting but I can't find a way to force them to schedule a meeting. Another option might be to create a button with a function that performs this? Any thoughts or advice would be gratefully received.
Zoho Desk Very Slow - Mac / Safari
Hello everyone, For some reason in recent weeks, running Desk on our Mac in Safari has been very slow. it's a high spec machine so should not be an issue. We also don't have the issue on a Windows PC in the same office. Any ideas on how I can check / improve the speed? Kind regards James
HOW TO CREATED a RELATIONSHIP BETWEEN 2 or More CONTACT
Hello Everyone, I am trying to trouble shooting the creation of a Relationship between 2 or more Contact, that is not related to a hierarchy or based on an organization. We are in the travel business and we need to create a relationship between 2 or more Contacts that may travel Together ( one time) , or are Family Members , so that each INDIVIDUAL CONTACT record remain independent and can include all the specific information of such Contact, but can show the relationship with one or more contact
This Week in Zoho News - CRM Zen Show Episode 111
Click here to listen to the podcast. Zoho News More Zoho Meeting Enhancements A bunch of new updates as Zoho Meeting continues to improve. But… we retested the recording quality this week. And it is still very poor. So, we can’t recommend using Zoho Meeting until this is fixed. This is also the case in Zoho ShowTime which we also retested this week. Hopefully, this gets fixed soon, because both are good apps except for the recording issues. Zoho Cliq Get Widgets Cliq continues to get better and
Weekly Activity Report
Hello, I am working to drive Zoho activity within our organization. I would like to create a report that generates weekly activity (Calls, Events, Tasks [completed], and comments[if possible]). I would use this report to track weekly activity and hopefully spark CRM use. Does anybody have any tutorials or templates that you would recommend I follow. I have access to Zoho CRM and Zoho Reports - so please assume preference for whichever is more efficient. Thanks! Trevor
API is not working
Hello, I'm working on a requirement to fetch data from Zoho and load into MySQL. Earlier the get_records() , get_instances() for individual modules were working but now it's giving me error as below, even though I refresh the token and reconnect. Please check on priority and assist me on the same : Traceback (most recent call last): File "C:\Users\Amitkumarsahu\AppData\Local\Programs\Python\Python37-32\lib\site-packages\zcrmsdk\OAuthClient.py", line 139, in get_access_token return oAuthTokens.get_access_token()
Ticket field to inform users
Hi, I would like to add an informational note to a ticket, to inform users how to fill the ticket (or when not to add a request). This is the case when users are adding requests via the portal. How can we best handle this? Should we add a prefilled text field (is that possible)? Thanks for helping me!
Performance - KRA
Hi, Can anyone please help me with sample KRA/Goals for mentioned below profiles: Accounts Marketing Service Technician Warehouse and Shipping Incharge Application Specialist Sales It is the first time in our organization i am implementing PMS based on KRA of individuals. Earlier it was Skills and Behavioral based rating. if anyone could help me the sample KRA used in your organization. Please email at - hr@hannainst.in
Limited Login will Lock me Out
Hi there, i was configuring two new assistant accounts and I logged in and out repeatedly to test out their modules, but now i have a warning that i only have 2 logins left and then my account is locked until midnight. I have A LOT of configuring left to do today to get both of my assistants on track by monday but im scared im going to accidentally log out and then im locked for the rest of the day! Can you please renew my logins so i can continue to customise my assistant accounts without the added
Advanced Desk Integration
I really have two questions about how to meet a large customer's request. They are a retail customer with thousands of stores. They would like to be able to enter a ticket using a store number, and we would then be able to auto-populate other fields related to a database of those stores - address, hours, etc. There is no database integration built-in with Desk, but one idea I had was to create a database using Zoho Creater (or some other app) and then do a trigger with Zapier to update address fields
How to get User id from crm
How can i get the user id from zoho crm and assigned a task to user.
Connect to API without access token
Hi Dev, I want to insert lead data into my CRM. My app is simple when the user submits their data and then we just save data into leads in Zoho. Is there any ways to connect to Zoho without oauth2? maybe using secret_key or client_id only. Thanks
Adding Image in inventory template
Hi there, I want to pull image from my product module in my inventory template (quotes). I have a image url field in my product mudule. Please advise where to store the image, (zoho documents, google drive, onedrive etc). Then Please advise the format of url to be used in the peoduct mode url field. Then, how to use this url in my template so that while creating quotes, it should pull the image from the product module and show it in quote as pdf format so that quote can be printed with the image.
Is there a way to have a pointer in Zoho Showtime?
Hello, We use the showtime platform to conduct online seminars and training. Sometimes, we need to point to a specific thing in the presentation. Is there a way to have a pointer to show what you are describing in the presentation uploaded to Zoho?
Deluge upcoming update: Creator V2 integration tasks
Hello everyone, As you are already aware, Zoho Creator V2 APIs were introduced recently. We are now geared up to roll out five new Zoho Creator integration tasks that are based on the V2 APIs in three weeks. Once these tasks are live: The existing Creator V1 integration tasks will continue to work until the Zoho V1 APIs reach their end of life on February 3rd, 2021. Until then, the V1 integration tasks will be marked as deprecated, i.e., these tasks will be struck and grayed out in the Deluge editor.
Tips and Tricks 08: Smarter ways to manage your training content
With the recent advancements of cloud-based training systems, instructors today can create courses that are more cost-efficient and distribute them to a larger audience. Similarly, offering cloud storage and online content collaboration within an e-learning solution eliminates the need for additional course development tools. In this tips and tricks post, learn how efficient content management helps trainers with added flexibility, fine-tuned controls, and affordability in the online training environment.
【ZOHO】機能要望のご投稿に対するZoho側の対応につきまして
連投失礼します。 オンラインフォーラム上でZoho サービスの機能要望をいただくことも多くなりました。(ユーザー様からの声は貴重です、いつもありがとうございます！）当件に関し、コミュニティチームで整理をしまして、２点ご案内いたします。 1. "機能要望"のサブフォーラムを追加しました。 以前より機能要望の投稿を分けて確認したい、というご要望もいただいており、 また、その方が他のユーザーがどのような機能要望をしているか確認しやすくなるため、サブフォーラムを追加しました。 今後、機能要望に関する投稿をする場合は、"機能要望"のサブフォーラムを選択いただけると幸いです。 ・投稿（トピック）の追加方法に関して：https://zurl.co/Fc6X 2. 機能要望をいただいた際の対応に関して ◎有料ユーザー様から機能要望の投稿をいただいた場合 ・ゾーホージャパンでは、有料ユーザー様からいただいたお問い合わせ、お声に関する本社とのやりとりはサポートチームにて承っているため、コミュニティメンバーからゾーホージャパンのサポートチームへ、内容を共有します。 ・その後、本社への機能要望依頼の判断、進捗などは、サポートチームにて対応します。
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