Not able to fetch data from https://www.zohoapis.com/crm/v2/org when access token generated from https://accounts.zoho.eu/oauth/v2/token
We have a client id registered in https://accounts.zoho.com/developerconsole. Now configured that client id Multi-DC enabled for EU. So with the Client Secret for EU, we can generate the access token using following API. https://accounts.zoho.eu/oauth/v2/token But with this generated access token, when we are trying to fetch organization information using following API, it is giving message UNAUTHORIZED (HTTP ERROR CODE : 401) https://www.zohoapis.com/crm/v2/org But If we try to fetch the organization
CSV -> Zoho Sign via Zoho Flow
I have an old and antiquated admin system that currently spits out a PDF application/contract that I upload in to Zoho Sign. Users then manually add signatures etc. and send it out. I want the applicant to be able to edit their personal info, rather than it being fixed. I have created my template and my admin system can now spit out a CSV with all data I need for populating the template. Unfortunately, Zoho Sign doesn't have a way to import the data in to a template, so I thought Flow might be
Spotlight 14: PageSense for Backstage — Understand visitor behavior
You might have the perfect marketing strategy to get the word out on your event and direct visitors to your microsite, but for your promotional efforts to be successful, those visitors have to become attendees. That will only happen if they like what
Zoho Desk: Much needed feature
I almost can't believe this isn't a feature as it works on all other ticket systems we've used. In Zoho Desk, if we raise a ticket for a customer and attach a file, an email is sent to the user, but no attachment is sent. This is really quite simple and surely it must be popular. The only option given to us by Zoho is to 1) Create the ticket then 2) reply to the ticket with the attachment. Example use case: Sending a design for approval to a customer.
Exporting audio files under Linux
Hello, I am really happy about this app and the possibility to sync between iPad and Linux (Ubuntu). Nevertheless I ran into a problem. Under LInux the bar at the bottom of each note differs between different note types. The handwritten notes have a simple download-link (Arrow down). I miss this download link in the other note types. Pictures work laboriously via PDF export but audio export doesn't work at all. The ZIP export is no workaround for me: I can't make ZIPs without password and can't open
I can’t get the Contacts data in the sandbox.
With these settings, I get records from the live account private $configuration = [ 'client_id' => '1000.AAA', 'client_secret' => 'BBB', 'redirect_uri' => 'CCC', 'currentUserEmail' => 'DDD', 'token_persistence_path' => './', ]; $contacts = ZCRMModule::getInstance("Contacts")->getRecords(); Result: array of Contacts. With these settings, I do not get records from the sandbox private $configuration = [ 'client_id' => '1000.AAA',
Entering data directly into Spreadsheet Report
Hello, I find the spreadsheet report very useful seeing that most of us are used to data entering on Excel. Is there an upcoming feature that will allow users to add new records directly in the spreadsheet view and also manipulate data just like in Excel (e.g. highlight, color, etc...)? I've seen other web-based apps that have this feature such as AirTable but I really want it to be implemented in Zoho Creator. Adding new data takes a lot of time especially if you have to access the form (importing
CRM Invalid data
I am trying to get potential data in CRM, but am getting below error. "{"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} " Please find PHP curl request given below, $code = (isset($_REQUEST['code'])) ? $_REQUEST['code'] : ""; $client_id = "xxxxxxxxxxxx"; $client_secrect = "xxxxxxxxxxxxxx"; $uri = "http://localhost/zohoapi/apitest.php"; ?> <a href="https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.all&client_id=<?php echo $client_id; ?>&response_type=code&access_type=offline&redirect_uri=<?php echo $uri; ?>">Get access Token</a>
Java SDK 1.0.6 vs 2.0.1
Hello All, We've been using the 1.0.6 version of the Java SDK and just noticed the 2.0.1 version is available. I know the 1.0 Rest API is being deprecated at the of the month but does this apply to this SDK as well? Will we need to move to the 2.0.1 version of the SDK before the end of the month?
Video interview
It would be great if ZR could integrate with Sparkhire and skillsurvey/ checkster. I know that bullhorn offers these features and we thinking of moving over as it would make the process seamless with video interviews and reference checking.
Migrating info from Form A to Form B
Hi guys, I have a question regarding migrating information from a form to another form. I have same fields on both forms, and here is my code when customers fill out the form A, and I migrate them to form B. insert into User_Sign_up_Form [ Added_User=zoho.loginuser Yellow_Fever=input.Yellow_Fever ] But somehow when I update the report for my form B, It created a new customer in the list as shown below. I am supposed to update the second row. I appreciate any help! - Sally
Zoho products
Does anyone else using zoho have Product(s) that come in a variety of colours and / or batches .... how do you successfully use Zoho to manage this please?
hidden field to customers
any way to add a field that can be tracked in our systems when we create a invoice, to add what the cost of the item is vs the item sold cost and have it not printed when it comes to invocing a customer? i do alot of sales and like to know what im making on any item, is there a way to add that into zoho invoice?? It would save alot of time on my end when im creating invoices to see how im doing on a month or weekly basis
reCaptcha for Web To Lead Form
Hi there. I do have the Zoho web form configured and have the anti-spam script. However, I prefer reCaptcha (http://www.google.com/recaptcha). What would the solution be for this?
Using Google's reCaptcha with Web-To-Lead form
Would anyone be willing to share how to integrate Google's reCaptcha with ZohoCRM's Web-To-Lead form? I have set up my Web-To-Lead form correctly and the data ends up in the Leads section, as expected. However, using Google's reCaptcha creates an extra step to the server hosting my website when verifying and this is causing me problems. The verify.php file I have set up, as per... https://developers.google.com/recaptcha/docs/php ...has the "// Your code here to handle a successful verification" bit,
ZoHo Campaigns refuses Survey Monkey survey because "no collector has been added"
My Survey Monkey and ZoHo Campains accounts are connected but when I select a Survey in ZoHo Campaigns it says "Selected survey has no collector'. But that's not true! I can't get any further, help!
How to add a flow created in Zoho flow into Zoho creator app?
Total newbie, so apologize for being lost. I have a contacts app in creator, and set up the Zoho Creator Gmail flow for when a new record is added. I tested by adding the new record, and my email is sent to me. However, there's no indication in Creator, that there's a flow working with my app. It only shows flows I created inside the App under the workflow tab. Should I be able to see Zoho Flows from here?
Zoho SalesIQ Zobot updating of lead information into Zoho CRM, and coding problems
1) What is the coding/scripting required to update the lead's data and information captured in that Zobot chat (for example, full name, email, contact number, budget, move-in-date) into our Zoho CRM? Our Zoho CRM and SalesIQ accounts are already connected, but I am unsure what are the necessary scripting/codes that we can input into the SalesIQ script to automatically update the captured leads' information into our Zoho CRM. At the moment, only the chat transcript is sent to our email, and new visitors
Date filter: this week
Hello, If we use a calendar report we can configure what the first day of the week shall be. I can not find this feature any other reports (pivot chart, pivot table, list report etc). The default setting is Sunday. In my country the first day of a week is Monday. So I always have to use user filter in reports if I want to have "this week data" from Monday to Sunday. Anyone can help if the feature still exists somewhere and I miss something, or any tip how to hack it? Kind regards George
Not Receiving Email
Have not been getting anything in for the past 24hrs and counting. Would appreciate if anyone can check it out ASAP. Thanks.
Zoho Shipments tracking number
Hi everyone. I am having trouble using the Zoho Inventory. What is happening is that after I create a shipment manually, I want to send the email notification with the tracking number on it to a third person. Example: I am selling a product to a company A, but I need to send the tracking number to a person B that is not related to the A. Zoho only allows me to send tracking emails notification to people under that company name. If I try to add a new email there, it asks me to add a contact and it
What is the difference between Created Tickets+Solved Tickets vs. New Tickets+Closed Tickets?
I am trying to establish baselines for the tickets that come in but it seems like theres a few different options and they are producing different total numbers. When you use Report Overview, you can see New tickets vs Closed tickets, but when you use Dashboards and select "All Ticket Stats" from the gallery, the dashboard shows a higher total number for Created vs. Solved tickets. I was able to find definitions for what New Tickets and Closed tickets are here, but was unable to determine definitions
Contacts Showing as Email Address and Not Verified
Over the past week every email I receive from a Contact is coming across as just their full email address in my Inbox view and when I go to open it saying the sender is not verified. So I have to click the Trust the Sender button and the I Understand the Risk button even for people that I've clicked this way before. It's getting cumbersome. Is there something that changed that I missed to update?
Add Attachments to Calendar Invites in Exchange ActiveSync
Hi Team, We set up tons of calendar invites with customers and prosects daily. We need to be able to add attachments to our outbound calendar invites through Microsoft Outlook, which we have set up with Exchange ActiveSync accounts. Currently this is not an option through Zoho Mail, but is through every other major player in the space. The lack of this functionality hurts our ability to properly send out calendar invites that contain the information we need to discuss in our meetings. Is this part
How to Remove Footer from Campaigns Emails
Hi, I need to remove the footer completely from my email. Have done this with header successfully however no joy with footer. Cheers
MX Record not Found
I bought my domain through Zoho but I am hosting it through Hostinger.com. I am able to send and receive emails. I currently have the mx records set in the DNS records for Zoho and Hostinger. But when I do an MX record check, it says No MX record found for the domain. Is this something I need to fix?
Operation of "View Underlying Data" feature
When a data row has a cell with a long string, this view (View Underlying Data) word-wraps the string expanding the row to fit all the text into the cell. This means that tables that have rows with long strings only display one or two rows. The display of rows should be limited to one line and 20 characters per cell. That way the user can see multiple rows in the underlying table. This makes the "View Underlying Data" view more useful. Long strings could be displayed in ToolTips when the user
Link Zoho Social so I can publish to a Facebook Group page?
We are rebranding so over the holidays I need to revise my Zoho Social links. As we're all moving under the one brand, I've had to create a group within a page. I want to publish some content on the Facebook page, and some content on the Facebook group (that's set to private). Does anyone know if this is possible?
Anyone willing to give me a demo of how you use Campaigns?
I am looking for opinions from current users of Campaigns. What do you like and not like? Why did you choose Campaigns over MarketingHub? And would you be willing to do a quick screen share and show me how you are using it?
Select Boxes: Should be large!
While creating reports in Zoho Analytics, i find that using the "teeny-weeny" selection boxes for filters is a real pain. Click, click, click, click, check!, Click, click, click, ciick, click, click, click, click, check! Click, click,click... See what I mean? I honestly don't understand why so many interface designers continue to use teeny weeny boxes for selections. It's as if someone is paying for the real estate! It is a navigation annoyance. This is particularly true if there are hundreds
Combining 3 reports into 1 with all information
Hi, I am working for a NGO and we have 3 different sign-up forms for activities. Is there a way that we can combine all 3 forms and sort the information according to the volunteers' name? For example, volunteers provide their basic info in Form A, activities they want to join in Form B, and availability in Form C. How can I combine all of these into a single report? Thanks. - Sally
Hard Bounced Email Addresses
Over the past several months, I have received lots of emails from people wanting to know why they no longer receive my weekly essays. The campaign email list is handled by Zoho. When I attempt to restore these hundreds of addresses, I am told that they are "hard bounce" and thus cannot be restored. What in the world can I do about this?
Disappearance of mails
I only see mails in the inbox until July 11. From July 11 until today the emails disappeared. Thanks for the help
Tags -> Autocomplete when typing
Hello, I'm really liking your product having come from Google Keep. I mostly add tags to notes as I write in the editor, and like to incorporate them in the text. While I appreciate the option of creating and adding tags while typing, it really slows down the pace having to interact with the tag pop up window using the mouse. I'd suggest implementing a way to gain focus of that window when creating a tag via editor (Eg: CTRL+SPACE). Then using the arrow keys up and down we could select the tag wanted
Can't delete unused tags
Once tags are made, even unused tags remain both in the search and tag suggestions, and I can't delete them manually either.
Automatic form-filling for each user, if they don't do it themselves.
So I have an attendance form, wherein people mark themselves as present everyday while submitting the form. I want to write a deluge script in which if a user does not submit the form, the form is automatically filled for the user with the status field marked as absent. So far, I understand that it will be a scheduled workflow based on an hour of the day, where if the script does not find an entry for a user on the current day, a form will be auto-filled for all the relevant users with the status
Billable hours and re-billing
Hi All, Firstly, Seasons Greetings for the holidays! We are currenlty customising Recruit, we would like to design in a way we can track the amount of hours spent on each job opening/assignment. I would like to them use this data to measure the profitability of an assignment, also so we can recharge hours to different cost centres. Does anyone have expereince they can share with the best way to do this? Our hunch is to go through Projects and then use Analytics to visualise the data. Would really
Can't add new user for domain
Hi, I am the super user for the domain " forkylninghosbarn.se " I tried to add new users to the domain, but I got error message "You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance." I've already subscribed to two mail lite accounts. Can you check it up? Thanks
Not recving confirmation mails
Hello. My Zoho e-mail addresses won't receive any e-mails from Upwork.com. (And no, they're not in my spam folder.) Any idea what's going on? even from receiving e-mails, from some servers? Or is there some other issue?
Problem reading all responses from API - Unknown zcrmsdk\crm\exception\ZCRMException
Hi, I'm upgrading a ZOHO PHP SDK client application from V1 to V2. In order to keep the V1 implementation running while i'm working om the new one, i've created a new client_id for the new implementation. I've updated the zohocrm/php-sdk from 1.0.2 to 2.0.9 using composer. Created the new client_id Got a grant token with the following scopes: aaaserver.profile.READ,ZohoCRM.users.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.all Got a refresh token and setup file persistence. Authentication looks good.
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