Trouble Uploading a File Using InvokeUrl through Box API
I am having trouble formatting the parameters to upload a file through the Box Api using InvokeUrl. I have included a sample Box API request for reference. I'm not sure how to handle the "file" in the request. I have tried many variations without success. I have pasted the code I am using without addressing the "file" in the request. Any help would me much appreciated. I am getting a 400 error code from Box. /*BOX API UPLOAD FILE REFERENCE curl -i -X POST "https://upload.box.com/api/2.0/files/content"
OR option for "required" fields in layouts
I'm not sure if what I want to do is currently possible. My use case is this. I make a deal and I want to make the lookup fields required to match the deal to a lead, contact, or account. But I don't need, or want, to make all these fields required at all times. I need *AT LEAST ONE field required for the deal to validate. I've tried setting this up in blueprint, but that works off condition->trigger system which does not let me use the lookups as primary field for conditions. If I'm doing something
The most efficient way to map options from options fields from ZForms to CRM
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to map the sub-field options in the field. This is creating duplicate and tripled values becasue the option on the form is not exactly the same as the options in the CRM. The reasons to this are: language and that in the form is more detailed the option;
Zoho CRM - Copy mailing address between Contact and Account
I need to print an address for a mailing. The issue is the address is under the account, and the name under the contact. Is there a way to do this? I was thinking maybe there is a way to copy the address to the contact, and then just print from there. (I did ask this question a few days ago, and incorectly said the address was under lead.) Thanks
Zoho Sign Templates for Sales Order
I would like to be able to send the CRM Sales order for digital signature. What options have others discovered to accomplish this? I don't want to use the estimate because we have created intense parent/child relationships specifically for the Sales order module.
Copy Account to Contact information
I'm an ACT! user evaluating ZoHo. One of the things ACT! does is allow you to either create a Contact *from* a Company (Account in ZoHo), which creates a new Contact record with most of the common fields populated *from* the Company record - like address, phone, etc - and all you have to do is fill in the Contact name and email. Or, if you create a Contact first, you can create a Company (i.e. Account) record from that contact, and it will *take* the Company name, address, phone, etc and create
Delete all Leads/Accounts/Contacts??
I've uploaded about 30,000 contacts and leads to Zoho CRM. I just realized I upload lists that I haven't de-duplicated yet. How can I completely remove all the data I've uploaded? If I used mass delete I can only delete 100 contacts per page, this would take forever.... is there a faster way? Or is there way to de-dupe accounts/leads in the CRM itself?
Different email notifications to send based on same blueprint/transition
Have a question related to blueprints, transitions and workflows. I am trying to create a blueprint to manage the leads generated in CRM from chats missed in Zoho SalesIQ. The automatically missed chat lead is created with the country field filled based on the visitor's IP address. If we miss a chat overnight, we have a list in CRM with all of them and we have a blueprint to follow up with that person. See below: Now, I know I cannot have more than one transition to the same stage. Also found out
2 Way Calendar Sync with Zoho CRM
Currently experiencing some issues with Sync of Zoho Calendar and Zoho CRM Which of the following options provide a 2 way sync with Zoho CRM 1. Zoho Calendar 2. Google Calendar 3. Outlook (Office 365) Just finding it frustrating currently as so many applications give the option to add appointments to Google and Microsoft only. Any advice, opnions or suggestions would be much appreciated
Mass Email Statistics NOT updating (Opened/Clicked/Bounced)
Hello Zoho, A crucial component of our Zoho CRM use is viewing analytics on mass emails sent out and triggers are not updating correctly. We are not seeing email triggers updating under statistics. 1.) E-mail opened is not accurate (we test with same email domain and stays as unopened) 2.) We have a proper hyperlink to our website in the template and we open the link and no update to "clicked" 3.) We have a trigger for bounced emails, this also does not update It makes me believe it is from Zoho's
Custom views within modules
Sometimes, users don't need complete visibility into all of the sections within a module. I'd like the ability for a user to choose what the see by hiding sections just for them.
Add Task, friendlier form with all fields
Adding a task is weird. The description is under other fields. Like many forms, all the fields would fit on the form. Why so many clicks to get around? It is so bad, it is easier to add with one field, save, then edit. Edit has a better layout and we use it to add, but that should not be the case. We schedule all tasks and give all a description but this is a lot of work.
What is the best way to manage leads from the same company?
We gather multiple leads from the same company and send them prospecting emails and calls. We track the emails and calls through Zoho. When one replies either with some or no interest what should we do with the other leads to note this? Situation 1: Lead from ABC Company replies with interest. We convert Lead to Contact and create deal. As of this moment all the other leads are still technically in the pipeline to contact. Possible Problem: We don't want to keep attempting to email/call the
I would like to be aware of the status of task allocated to staff- but I am in the dark
Its all very well allocating tasks to staff, but thats the last you hear about it. What would be good is if, when the staff member completes the task, we get a message: task A has been completed by staff member B. or, even better, Task C (name of task) allocated to staff D is overdue Can this be done?
Records per page and browsing suggestion/need
Hi, just hoping to see this implemented soon. I'd like the ability to view more than 100 records per page. Preferably 1,000 or more. Also, see the attached screenshot. The button to scroll over to the next set of records is located at the bottom of the page. Move this to the top of the page as well so you don't have to scroll down to the bottom of the page just to go to the next page of records. (and make it where you can go to the last page of records immediately as well). Thanks, you guys have
Custom Formula Field to Capture First Save Date
I'm trying to determine how to get the date that a Potential/Deal was first saved in a given Stage. I had thought to create a separate formula field to capture the Stage that the Potential/Deal was last saved with, but I can't reference formula fields in formula fields. I'm trying to do something like this If ( OriginalStage != Stage && Stage = "Closed - Quote Submitted" ) FirstSaved = Now Else FirstSaved = FirstSaved Is this sort of thing possible?
API Throws OAuth Error After 24 Hours
Thanks for reading. I have the REST API up and working for both CRM and WorkDrive but keep running into an issue with the API throwing an Invalid OAuth token error after 24 hours. How do make sure the token stays alive so that I can move my application to production?
Client facing web application for vendors and buyers
Hi all, I'm pretty new to Zoho. I'm working with Zoho CRM API to develop a client facing web application. Vendors can log in and access, modify records (specifically products and sales orders) and buyers can see products and invoices. My idea was to have a Zoho user per client and assign each of them a specific role (vendor, buyer). This way I could set up permissions for them in CRM to have access to the correct data. The part I'm confused about is whether multiple users can be linked to a specific
Report on CRM segmentation function
Quietly? Enhanced segmentation but is Settings-Automation- Segmentation Can be used from This feature "I introduced CRM. I also put in data. What is analysis? And what are the measures? What should I do?" Recommended for those who I myself have been struggling with this issue in the 5th year of CRM and the 3rd year of ONE. To be honest, it is difficult to measure from input data unless you are an expert. RFM analysis is possible for segmentation . RFM analysis seems difficult and ends Quick story
Survey Reminder From CRM Workflow Rules In Automation
We run training classes and afterwards we have a Workflow that sends the students a few emails over time. Two of those emails are surveys (one right after the workshop and one that happens 90 days later). Is there a way to have a reminder sent to the
Transferring Data Upon Record Creation
Hello, We have a sales process that follows a record-keeping path from module to module. It looks like this: Potential Sales Order Custom Module Invoice At each step from module to module, we create a new record from within an existing record. I.e. we create a sales order from within the "Potential" record when the time is right. What we're looking to do is have some of the data from the current record populate into the new record when you're creating it. Our users report a great amount of frustration
Automatically copy Contact Address to Lead Address for printing?
I need to print an address for a mailing. The issue is the address is under the contact, and the name under the lead. Is there a way to do this? I was thinking maybe there is a way to copy the address to the lead, and then just print from there.
Linking or grouping contacts
Hi there, I am looking to move from Sugar CRM to Zoho, so am hoping it is capable of supporting my needs. I run a B2C Financial Services company and so will use Contacts rather than Accounts. Contacts can own Products, will have Notes attached and Tasks assigned. However, I also need to be able to link Contacts into "Families". E.g. Husband and Wife, who can share Products, Notes, etc In Sugar, I re-purposed Companies to be Clients and each client can have multiple Individuals. A Client
Potential vs. Quote
Hi, We've been using the basic functions of Zoho CRM for about a year. We are about to invest in improving our workflow and configuration of this system, along with connectivity to our Inventory System. One question I wanted to understand is - both from a technical and practical perspective - what is the difference between a quote and potential? As far as I've been able to determine, once a potential only reaches an outcomes - e.g. closed won, closed lost and never converts to a sales order and
Email Notifications with Links to a Deal
I want to send an email to my managers when a certain change is made to a deal. I have that set up, but i want them to be able to click a button that will take them to the deal the email is referencing. is this possible? Thank you, Nikki
Cannot export reports
Why can't I export reports???
Kaizen #51 - Handling Users with ZohoCRM API
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Zoho CRM Users API in detail. Users in Zoho CRM A user is the one who is allowed to access and manage the CRM records. Generally, anyone using CRM is a user. Further you can assign profiles and categorize the users based on their roles and permissions. There are 4 major operations in Users API: 1. Get User(s) Data 2. Add User 3. Update User 4. Delete User Note: 1. The oauth scopes required for all
My Zoho Story #8 Martin Spritzer talks about the Zoho Ecosystem and Zoho Marketplace.
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Martin Spritzer is the General Manager for iquotexpress.com which provides quoting solutions for various businesses around the globe. Listen to his story on how his company had evolved over the years.
Community Digest - September 2020
Announcements Browser versions in CRM are upgraded to facilitate advanced functionalities. Here is what you need to know. The new error codes in CRM API for Zia Vision - RECORD_LOCKED and NOT_APPROVED Update to Search Records for new user sign ups from September 15 2020. Clone Webforms across layouts within the same module. Zoho CRM webforms are now responsive and hence the forms get automatically adjusted based on the screen size. Take a look at the Connections update on deploying from Sandbox to
Text Based Formual field
Hello! I am trying to create a formula field for the following scenario There is picklist type field name Anrede with values "Herr" and "Frau". This field is used for German Salutation. There is another picklist type field named Formal/Informal which has values like "Sie" and "du" Now I want to create a new formula based field where If the Anrede field has value "Herr" and the Formal/Informal field has value "Sie" than the new field should show "Sehr geehrter Herr". Similarly If the Anrede field
Products in CRM
We have probably about 40 services and products for our consulting and software company. Our clients work with us on a yearly basis, renewing licensing with us. They also sometimes purchase additional services from us. We are currently using Deals to track sales through the pipeline. And I wanted to use PRODUCTS to track licensing with us. But it does not look like Products is how you do this. How do we track what products our current clients are subscribed to? What is the best module to do this?
Changing Reply To on a Workflow Email
I have created a new email template and workflow around it, but I can't find where to change the Reply To address on the email. In the Email Notification screen (Settings - Automation - Actions - Email Notifications), I thought the option was supposed to appear after filling in the basic data, but it doesn't. How do I change the reply to address for notifications? Thanks
Integration with KARTRA
When I trigger an action in Kartra, I want to create a contact in Zoho Crm. Usually we use Zapier for this. But when I create a zap - the account is only .COM and .AU Obviously my account is in India and the ERROR_invalid_client How do I integrate zap with zoho? Is there some api I use and connect via Web Hooks?
Calculating Age from Date of Birth
Hi, I was wondering if it was possible to make an "Age" field on the contact that would automatically calculate the contact's age based on their Date of Birth. Is this possible through a formula field? If so, could someone please advise on how to set up? Thanks!
capturing zoho CRM data from zoho forms
Hi, I am linking zoho crm and zoho forms and capturing crm data using zoho forms. However, when i am integrating i am facing this problem. One of the fields in Zoho CRM is a lookup field and hence i am not getting that field name in the original module while integrating with forms. Please suggest. Thanks,
Unable to sign into Outlook Plugin (2016 Windows)
Hi, We are trying to setup the plugin for Outlook 2016 and 3 different users get the same error message, "Please specify a valid email address and password" The side pane works well with the same username/password combo, any ideas on why this error persists?
Zoho Desk Extension - Connection to Zoho CRM - List/Display quotes
This should be a straight forward extension, but I would be interesting in understanding the steps: Extension loaded into desk.ticket.detail.subtab - "View Quotes" User views Ticket (#10000) Extension Queries Zoho CRM and find Deals where the custom field (Ticket-ID) matches #10000. I now have the dealId Extension QueriesZoho CRM and get a collection of Quotes associated with dealId Display a table of the relevant quotes associated with the Deal, and thus the Ticket I have a sample extension working,
CRM Contacts Birthdays
How can I create a view that shows me the contacts that have their birthday on the current week so we can be aware of it. Thank you
Report that shows accounts with no activity
I need help creating a report that allows me to quickly see which accounts have had no activity. I've been researching and it looks like the only solution is to use last activity time. However, that records any time an action is taken on the account, incuding when the record is updated with a sales order (via API). What I really need to see is by sales person, all of his/her accounts that he/she has recorded no open or closed activities in the past 90 days. Is this possible?
Should I be using lookup fields in this scenario?
I want our CRM to contain details of all the Vets that we do business with. We need to select a Vet based on what treatments they offer. Certain operations are only available for certain animals. And only certain treatments are available for certain operations. We need to be able to filter Vets that offer a treatment or operation for a given animal. So I think what I want to see is a dropdown which shows all the animals. Then - when selected - another dropdown appears which displays all the operations
Next Page