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Apertura de informacion en una nueva pestaña
Si me pueden ayudar. Al momento de navegar en zoho crm sucede que si veo el panel de detalles de actividades en la parte izquierda veo la información de mi contacto o leads y al momento de darle clic ahi me abre otra pestaña y no deseo que suceda eso. Puede alguien ayudarme con la configuración para evitar este tema . Gracias por su ayuda
Creating a sales order aging report
Hi, I'm hoping somebody can help me out here. I would like to create a report that shows me accounts that have not ordered in 90+ days. I am paying for the zoho reports add on but the sales order module is not supported. Can someone help me out here? Thank you!!
Incoming Leads graph by month in 2019
Hi, How can I generate a graphical report that shows the number of incoming leads per month in 2019? Our leads come directly from my website contact us form. Thanks
Fetch Accounts by Parent Account
I am using Zoho C# SDK. I want to fetch all child accounts of a Parent Account. I am using this code snippet to get all child accounts- "BulkAPIResponse<ZCRMRecord> response = module.SearchByCriteria("((Parent_Account:equals:" + accountName + ")", methodsParams);" Its giving Error - "ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'invalid query formed' ". Its NOT working for "Parent_Account". Please give solution to fetch all child Acounts by Parent Acount. Thanks
Can´t create validation rule for blueprint if it is a number
Hello, i´m trying to create a blueprint, when i want to set up a transition and add a new field in "during phase", Crm don´t let me set up rule as field validation criteria. I can choose any number field choose criteria and message but whan i click on Done nothing happens. When i try to check field validation criteria for text or check everything works perfectly. Thanks for your help
Reset Badges and Trophies to (0) Zero
Is it possible to reset the Badges and Trophies count to (Zero)? I'm trying to set up a game that will run for 6 months and award team for 6 months efforts. Then I'd like to restart the same game for another 6 months and start everyone over again at (Zero) count for Badges & Trophies. thanks Mark Smith
Info icon in product details (Module Quotes) showing incorrect information
Hi everyone, I need your help with this issue. The Info icon in product details (Module Quotes) is not showing the information of the product's business card. It´s showing the information of a Product layout, that I even deleted.
Problem with fetching Tasks module
Hello, I am working as a developer for Leadfeeder. We noticed a strange behavior for one of our customers. When we run synchronization, we fetch information about the Zoho configuration. One of the requests is GET with the following endpoint: https://www.zohoapis.com/crm/v2/settings/fields?module=Tasks The problem is that we get the following error: BODY: {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"} I've checked other support topics,
API Update : New Error Code in CRM APIs to Handle Data Storage Limits
Hello everyone! As you are aware, we have introduced edition-wise Data Storage limits for Zoho CRM. Please refer to this announcement on the same. In continuation with this update, we are introducing the error code MAX_RECORDS_LIMIT_REACHED with the status code 400, in our APIs. After this update goes live, when you insert records via the API, and you exceed the data storage limit for your edition, you will face this error. Here is how the error response looks like for the Standard edition and lower.
Product from Deal to Account
I've searched for an answer to this, but only found an old post from 6 years ago that said it was not possible. We have an API writing to Deals anytime our internal order entry tool closes a deal. It writes to the CRM with the products that were purchased by our customer. What I am trying to accomplish is also having those products tied to the account. I know we can probably do this using the API, but was wondering if there is a way to accomplish this otherwise. Basically, if a deal closes with
how do I use zoho? I thought it was a crm?
how do I use zoho? I thought it was a crm? I log on and nothing is there: no indication of how to use the product.
How to properly manage prospects.
We are planning to use Zoho CRM primarily for managing prospects. I am new to this and would like your input on how you would suggest to properly record information to manage those prospects. Below are the main steps we need help with. Scheduling a face to face meeting with a contact already in the contact list. Recording the meeting outcome Scheduling alerts for follow ups. Scheduling contact calls. Thanks in advance for the inputs.
Lack of REAL Round Robin Assignment
It is absolutely despicable that Zoho One with an Enterprise plan does not have an integral way to ROUND ROBIN distribute prospects/leads/anything. Why on earth is there an option in Workflow Rules to Convert a Lead if it isn't even cohesive with ASSIGNMENT RULES? Assignment rules should not ONLY work for Zoho Web Forms. Seems like a VERY simple requirement for a CRM. With over 80 users, in different markets nationally, this automation is CRUCIAL.
Ask the Experts: Live Q&A forum about Zoho CRM's migration from API v1.0 to v2.0
At the beginning of this year, we announced the availability of API v.2.0 and the depreciation of v1.0 on December 31st. We're now in the deprecation phase of API v1.0. The reason for this transition is that API v2.0 has superior features. These are a few ways that v2.0 improves upon v1.0: Increased daily limits for API calls (1,000,000 calls per day) Multiple DC support REST standards adherence Easy JSON parsing A new API dashboard with better usage analytics Introduction of API names Introductions
Applying a function/workflow that triggers on Create/Edit to older records!
So at work, we've recently put into place a new system where various functions/workflows are used to dictate a number of statuses regarding our client. Right now, this is all working fine for any newly created Client records in the 'Clients' module. The problem is that retrofitting this into older records is proving difficult. What I tried is making a dummy checkbox called 'Mass Update', and applying a mass update on that to trigger the workflow on all the older records, but it says that workflow
Move Lead to Contact
Is there any way to MOVE a Lead to a contact? After the sale we don't want them in the Lead section. They then become a Contact. I'm just learning how to use it, but so far, I really do like the CRM! Thanks. George Gseago
Sorting list of dates fetched from module by latest to oldest.
So some quick background - We have a module called 'Client Meetings' where there is a custom DateTime field where the sales rep inputs the date that client was met. We have a function takes in a Client's ID, then fetches all records in the 'Client Meetings' module tied to that client. What I do is then the following: response = zoho.crm.getRelatedRecords("Client_Meetings","Clients",ClientId); list_of_meeting_dates = { } for each meeting in response { list_of_meeting_dates.add(meeting.getJson("DateTime_of_Meeting"));
Associate products to Account - Custom function
Hi Team, I need to add products to Account. I would like to automate this task, please provide the custom function which would map the product to the account.
Map Account Field to Potential
Hi, I have a custom field on the account module called "Contracted Rate" and I have created another custom field on the Potentials module called "Contracted Rate". I would like the "Contracted Rate" value from the Account module (taken from the account located in the "Account Name" field on the corresponding Potential) to be mapped to the "Contracted Rate" field on the Potential field. Please can someone post a script on how to achieve this as my Deluge skills are poor to say the least. Please do
How to add Gravity form data fetching to zoho crm
Need to update the zoho crm once my client fills the forms details from the website. I am using gravity form in my website and using wordpress don't want to use third party plugin. is there any way to achieve this.
API v2.0 Migration Update: Copy Customization, Extensions, and Functions
Hello everyone! As you all know, we deprecated the v1.0 APIs last year, and they will reach their end-of-life (EOL) on December 31, 2019. Please refer to this announcement for more details. We have also sent reminder emails to the primary users of all organizations that still use the v1 APIs, urging them to migrate to v2.0 at the earliest. Apart from reminder emails, we have also put up in-product banners, alerting the users of existing v1 code. For more details on the next essential steps, refer
UPS Label from Contacts
Is it possible to integrate a World Wide Express (UPS) with Zoho contacts? I send out 100s of promotional boxes to my contacts.. Alex
Add Dimensional Weight or volume field calculator
Hello, I'd like to know the total volume (in cubic meters) to the products in my sales invoice. How can I do that? It must calculte the sum of all products times its unique volumes. Thanks in advance.
Notes Acknowledgement
It would be great to have emojis that can be used for Notes. Emojis such as Thumbs Up to let someone know you agree with them or a emoji for thanks. It's a simple way to acknowledge that you read someone's note.
Why do Zoho webforms still use tables like its 1995?
I find this extremely frustrating. Every time I need a new webform (or update an existing one) I have to recode the form's embed code to strip out all the <table> <td> <tr> code and manually retype these into <div>s to make the form responsive on mobile devices. 1. Why is Zoho still using tables in 2020? 2. What is being done to update this webform code to be natively responsive on all devices and when will this be available?
Associate alias to ZOHO account
Is it possible to associate an alias with a zoho account? To accept the invitation must I click on the link that arrives in my email with the associated alias?
Outlook Plugin- Flexibility of choosing sent items to sync from Outlook to Zoho
Hi, We have Exchange mounted locally and are using the Outlook Plugin for this. Only a portion of our received emails would require to be recorded in the CRM and this is undertaken by using the 'Add Email' or 'Search and Add Email' function. However for logging sent emails it appears it either is set to automatic which will sync all emails sent to the CRM (which will clutter our CRM with general correspondence and is not desirable), or after sending an email, I would then have to go into Outlook
Visit Date&time mapping Visit Date
hi all, I want to mapping Visit Date&time with Visit Date in Lead Module. I mean, In lead module, I have Visit Date&Time and Visit Date (I have just added). I need Just Visit Date not needing to Time.How can I transfer to Visit Date&Time's Visit Date to Visit Date. If I need any code could you share with me.
null.toString() --> "null"
Hello, we have a function that copies product description field from one entity to another. When that description (field) is empty/null, the value that is being copied is (the string) "null" instead of an empty/null value. Is there a way to prevent that? M.
Migrating From Version 1 API to Version 2 "Facing Issues"
I have created Zoho API which was using Version 1 one now i need to migrate into Zoho API Version 2 but i am facing issues running the below code: <?php $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/"; $fields = json_encode(array("data" => array(["City" => "Egham"]))); $headers = array( 'Content-Type: application/json', 'Content-Length: ' . strlen($fields), 'Authorization: Zoho-oauthtoken 4869c41171910edf553c07461c59a059', ); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $apiUrl); curl_setopt($ch,
CRM invoice error - freeze when calculating tax
Hello Guys, First of all, you rock! Thank you for the good work. I have this problem when calculating tax in my invoice. I see the loading bar, but actually the session has been frozen and no tax has been calculated. I am working for about a year with CRM now and this has not happend before. The only thing with this invoice is that it contains more then 20 products, other invoices with less than 20 products don't show this problem. This is quite concerning for me as I cannot send this invoice. Is
C# SDK Auth fails when using self client grant token
I generate a self-client grant token for ZohoCRM.modules.ALL an use it in the attached code example. It runs but crashes with a 400 error code. When I attached a proxy to view the traffic a call is being made to https://accounts.zoho.com/oauth/user/info which is returning a 400 error code. I am using the v2.1.2 Nuget package for ZCRMSDK, but when I looked at the code posted on github, I noticed a very similar issue, https://github.com/zoho/zcrm-csharp-sdk/blob/master/ZohoCRM/OAuth/Client/ZohoOAuthClient.cs#L87,
Automatically assign leads with campaigns
Greetings, is it possible to automatically assign new leads with a specific parameter (e.g. lead source) with an existing campaign? Didn't find any results in the workflow option. Thanks for your help! Kind regards, Tobias
Duplicates in Custom Reporting
I have built a customized report to view one of our users Events/Check in Status to ensure he is completing his weekly call cycle. The modules I have used are: Event, Account and Notes. The fields I have chosen on the report are: Related To, Title, From, To, Note Content, Checked In Status, Checked In Time. The problem I am having though is that the records appearing are duplicated
Exceeding 500 emails in mass email using Professional edition
I sent a list of "leads" a mass email that was about 3200 email addresses long, which exceeded the 500 recipients that the "Professional Edition" limits me to for single mass emails per day. Will 500 more emails per day be automatically sent in the following days...and repeated(each day) until all 3200 emails in the original single mass email request are sent? Regards, Jeremy
Mailchimp new subscriber when a new Zoho lead is created through Zapier
Does anyone know if the Zaps are working fine (and updated) between the Zoho CRM (premium application in zapier) and Mailchimp? Is that something that the developers can do or Zapier is responsible to update the connections to the new API v2?
Sandbox (Testing) Environment is now supported in Zoho CRM iOS mobile app
Hello Folks, Zoho CRM mobile app (v3.5.3) now offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. Zoho CRM Sandbox environment mimics the production environment. More info on Sandbox is given in the link below: Zoho CRM - Sandbox feature Once the necessary tests are carried out, you can deploy the Sandbox changes to Production environment. Sandbox environment can be created on the desktop site (crm.zoho.com). To create Sandbox
Why Should I Use the Leads Module? Looking to Simplify.
Posted previously, but starting a new topic. What is the advantage of having a lead? Why not just enter all as Contacts? I have been toying with the idea of entering everyone in the Contacts Module, and using a "Contact Type" field to change the record from "Lead" to "Contact". You can set up and save a View in the Contact Module so that you only see Leads, Contacts, or other types of contacts that you have. This would also let you convert someone back to Lead, just by changing the selection in
List of emails from modules using crm REST API
Hi, I would like to know if there is currently a way to export emails informations from Contacts or accounts (and generally from a supported module) in a similar fashion than notes and attachments. https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Attachments https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Notes When I try the following I get an empty list. https://www.zohoapis.com/crm/v2/Accounts/XXXXXXXXXXXXX/Emails The response { "email_related_list": [] } Cheers, Marc
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