How to retrieve deleted leads?
Can deleted leads be reviewed or even retrieved?
get field value from lookup module
Hi, i've created a custom filed called "percentage" on module Customers and a custom module "CustomeModule1" with a lookup field to module Customers. On this custom module there is a data entry field "value1" and another field called "value2" which should to be the percentage of field "value1" where the percentage number is coming from the lookup field on customers module. Where and how do i make the calculation, on the UI or during record submit ? Can you provide an example ? Thank you
CRM Data Backup - list of field descriptions / clarification
Hello, is there any documentation on the fields within the backup download files? Some fields are very clear and obvious, however some less-so. eg there is a "LAST_ACTION" field that contains a number. I'm assuming the number represents the type of last action but I'm not sure what these are. It would be useful if the fields file contained short description, especially the less-obvious fields. Thanks
Relating Contacts
Hello and Happy TG! I know that I am able to create related contacts but I would like the ability to define the contact role on the add contact page. Here's the use case: All of our customers are converted from leads to contacts and about half of our customers have spouses. There is no declarative way (that I'm aware of) to take the data that we capture on the lead for Spouse Name and Spouse Email and map those values to a new and related contact to the primary contact. When an agent converts
Deleting emails in Outlook makes them no longer viewable in Zoho CRM
When I delete an email in Outlook, it makes the email no longer viewable in the Contact record in ZohoCRM. I do not want to leave tons of emails in my Outlook inbox. How do I delete them without them being removed from my ZohoCRM contact record? I am using IMAP, in case that makes a difference.
Add Monthly sales data to CRM
I am looking for a way that I can upload monthly sales totals to CRM and be able to run reports, sort, etc.. is this possible? Would I create a new module to upload into? Ideally, I would also like to trigger things based on the numbers as well. Any ideas are much appreciated!
Problem to create a task related with lead
I'm using the zohocrm php sdk for API v2, I try create a tasks with a lead.I'm using the zohocrm php sdk for API v2. I tried to create a task with a lead This is the code: Owner' => 'ID', 'Subject' => 'asunto', '$se_module' => 'LEADS', 'Who_Id' => 'LEAD ID, 'Status' => 'En progreso', 'Solicitante' => 'Email', 'Coordinador_del_solicitante' => 'email', 'Coordinador_del_due_o_de_la_persona' => 'email', 'Gerente' => 'email', 'Priority' => 'Alta', 'Description' => 'description', 'Send_Notification_Email'
How do I make the GDPR Compliance available for the Deal's module? At the moment its only showing Leads and Contacts.
In the section that says "Enable GDPR compliance for modules" I noticed that the module I'm integrating with Jotform is not listed on the available options. Therefore GDPR doesn't apply for the module I'm linking my form with. The module happens to be a deal and the available GDPR compliance for modules are only leads and contacts. As a result the data from the form is pulling through to zoho crm on my Deals module. please help!
Recurring Events not syncing with Google Apps calendar
Hello Zoho team I believe this is a long term issue which is not yet fixed? As you can imagine, we use google apps calendar for work and have sync enabled with Zoho but I cannot see the recurring events, for us.......this is critical to schedule repeat jobs... can you please provide an update. Thanks Sunil
Share only one contact or lead with other users
Hi, I am new to Zoho and I'm trying to set up the users and permissions. We have multiple sales persons and we want them to have access to their own data only. From my understanding I have to set leads, contacts, deals... as private. But as the sales progress into the sales pipeline, we want the engineers to have access to some contacts to start working on a solution. Ideally the salesperson would share the contact with the engineer team whenever he/she needs. Is it something possible? Thanks
Import into Leads is not appearing.
I am trying to import contacts from another CRM into Leads. All required fields have mapped properly and the import widget is showing that the import has completed successfully. Yet when I go into Leads I cannot see any of the new imports. I have tried refreshing the browser and clearing out the recycle bin, just in case some of the records where already in the recycle bin. I am now stuck with only 86 out of 3000 leads showing in CRM.
Clear data in module
Hi, I would like to remove all records in database related to modules: invoice, sales orders and products. Reason of this query its move all data to zoho invneotry and zoho books. But here I've got a issue, from my side I can remove it only using mass delete. In my database its round 1 000 000 records to delete, so its will be take a lot of time. So my question its: Its possible to make any other action to remove this records?
Checklists not showing as related list but shows in edit view
Hello, I have created a custom object called 'Bookings' and in the setup area I can see a related list named 'Checklists' but when in the regular user area this does not show as a related list. Does anybody know why? Thanks, Marie
Add reminder when creating a Task with aa custom function.
I have function which creates task in Zoho Crm, I want to fill the reminder field but I'm just not able to do it, here's the code: UpdateActivity = Map(); Contact = SMSHist.get("smsmagic4__Contact"); UpdateActivity.put("Description","NEW SMS FROM " + Contact.get("name") + ":" + SMSHist.get("smsmagic4__Text")); UpdateActivity.put("Send_Notification_Email",true); UpdateActivity.put("$state","save"); UpdateActivity.put("$process_flow",true); UpdateActivity.put("$approved",true); UpdateActivity.put("Remind_At",{"ALARM":"FREQ=NONE;ACTION=POPUP;TRIGGER=DATE-TIME:"
How Can I Update Task Reminder Date in Custom Function
Hello everyone, I wrote a function for to update task reminder date but I got issue. How should I fix. Should I add which parameters? Do you have any idea? updateRemind_At = zoho.crm.updateRecord("Tasks",taskid,{"Remind_At":now.toString("yyyy-MM-dd","Turkey")}); This code is working successfully. updateDueDate = zoho.crm.updateRecord("Tasks",taskid,{"Due_Date":now.toString("yyyy-MM-dd","Turkey")});
Insert picklistvalue from API
Hi! Are there any functions on the rest api to insert picklistvalues into fields? There are a method AddPicklistValue() on the ZCRMField class but I am not sure how to use it. I am using C# SDK by the way. // Regards Tomas
How can I get data related using api version 2?
I need to obtain the related data of an account to get their contacts, I am using the node js sdk but there is no documentation of that part, I am using version 2 of the api.
Get record api V1 vs V2 not same data
Hi. On Api V1, function getRecordById get all fields of form data and some relational data: }, { "val": "Account Name", "content": "RESTAURANT DOPA BCN, S.L." }, { "val": "PARENTACCOUNTID", "content": "1945000004723108" }, { "val": "Parent Account", "content": "GRUPO EL PINTXO" }, { "val": "Account Type", "content": "Cliente de Distribuidor" }, In a V2 API this param not found and I need this to work. How retrieve this relation (Parent and Child relations) Thanks.
V1 API deprecation message on login
When i login to crm, i get this message. I migrated token generation(server-side app) to V2 this week and this message is still showing. Where can i find what else am I using from V1 API? Attention:Usage of deprecated V1 API found Your organization is still using the deprecated V1 API and it will stop working from Jan 1 , 2020.
Dynamically populate AMOUNT with sum of Products
Hello, How can I make the AMOUNT field automatically show the sum of the Products? If a given Potential has 3 products at $100 each, I would like the AMOUNT to be $300 without having to type it manually. Regards
Kaizen #10 - Search Records API and Query API
Hello everyone! Welcome back to this week's Kaizen post! In this post, we will discuss the Query API and the Search Records API, and when you should use them. Query API The Query API allows you to query the records using the CRM Object Query Language(COQL). COQL is based on the SQL syntax and uses the SELECT statement in the query to fetch records. When should you use the Query API? When you want to use DB comparators such as =, >, <, >=, <=, is null, is not null, between, not in, like, and not like
how can i find duplicated leads and contacts
hi i have a few duplicated leads that are also in the contacst module. is there a way to fint the duplicated records? tnx
Accounts and Layouts; what am I missing
I am an attorney doing multiple practice areas (such as bankruptcy, criminal, family). I can create a layout for each of the practice areas but doing so does not increase the amount of fields that I have available. What is a workaround to this? With each practice area, I can make use of the maximum number of fields. In other words, if the maximum number of fields is 100, I could make use of 100 fields for each practice area.
Automated follow ups to non responders
When a lead comes in, i have a workflow that triggers an initial email to schedule a meeting. If the lead does not respond, are here behavior triggers i can use to send additional follow up emails at various times?
custom email address in Campaign
Is there any way to send Campaign emails from a custom email address? Or every time, the main email address of the Campaign owner will be used? If so, maybe there's a way to add a secondary address to a user for the purpose of the mailing? There was a situation when our main domain has been added to a public spam list (because of CRM mailings) and emails outside the Campaign were been bounced from our clients servers.
How can I insert a row into a subform using API V2 and PHP SDK
Looking at the V2 documentation on subforms, I do not see any documentations about how to insert rows into a subform using the PHP SDK. ie: https://www.zoho.com/crm/developer/docs/api/insert-subforms.html How would I go about doing that? I have tried something like this with no success, where "Debt_Matrix" is my subform: $zcrmRecordIns = ZCRMRecord::getInstance("Contacts", $contactId); $zcrmRecordIns->setFieldValue("Debt_Matrix", [ [ 'Priority' => 1, 'Creditor' => 'Creditor',
Add Products in Vendors Related List via Custom Function
Hi Team - I have this custom function that pulls information from our Bills custom module. rec_bill = zoho.crm.getRecordById("Bills",billid); bill_prod = rec_bill.get("Product_Name"); bill_prod_id = bill_prod.get("id"); bill_vendor = rec_bill.get("Vendor_Name"); bill_vendor_id = bill_vendor.get("id"); mp = Map(); mp.put("Products",bill_prod_id); update = zoho.crm.updateRelatedRecord("Products",bill_prod_id,"Vendors",bill_vendor_id,mp); info billid; info update; What I need to accomplish is to put
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
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',
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?
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?
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,
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.
Zoho and Google Ads Integration (Feilds not populating)
I've been looking at configuring Google Ads Integration in Zoho CRM. I followed the instructions that were mentioned to set up Google Ads. Added 2 codes to the website. Now this doesn't seem to work. Gclid is not populating and no other google ads field are. Before integrating Google ads and Zoho, we had already setup API to send the leads from our wordpress website to Zoho. The fields like name, email, lead source etc. are populating. With API as well, no Goolge Ads info is populating, which seems
Revenue recognition date
Hi, I’m a new user on ZohoCRM but have used other CRM systems previously. I’m trying to figure a way to customise the revenue recognition date in a deal. So we are system integrators in AV systems, and there can be a long lead time between closing a deal and invoicing, and often with a requirement for stage payments. I’d like to have a report that shows me expected invoicing for the month based on deal status, but I can’t find any way to do so. So ideally it would be good to have a field for the
Attachments Migration Not Working: "File Not Found"
Hi all, I have a problem wherein a migration of attachments to records in a custom module is not recognizing the files. At the end of the migration process, the attachments are all skipped on account of "File Not Found". I structured the data according to the guidelines on migration with data all in one folder (with an attachments mapping file) and all attachments in another "Attachments" folder that are compressed together into one zip file. I have uploaded the files several ways all with the same
Zoho CRM Functions 52: Automatically update the recent Event date in the Accounts module!
Welcome back everyone! Last week's function was about updating Related Records automatically using info from Linking modules. This week, it's going to be about updating a custom field in the Accounts module with information from the Events section of the Activities module. Business scenario The importance of spending quality time with your clients and prospects cannot be understated. Be it sharing samples or explaining your products and services, meetings go a long way establishing customer trust.
Configuration for SSO login
Hello Team, I am new bie for ZOHO CRM I want to configure SSO login in my ZOHO CRM. Can you please suggest me how to enable SSO login and it's configuration steps? I have attached screenshot which I have do for SSO login feature.Can you please check it and suggest me for it?
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