How to hide a lookup field, but show the related list in a record
Hi, I'm trying to hide a field but at the same time show the related list of a record. Say I have a record 'Accounts' with a multi lookup field 'Opportunities', it will display both a field with all opportunities and a related list with all opportunities. I want to hide the field, but not the related list. Is this possbile and if so - how? I want to hide this: And only show this: Thanks! Erik
generateAccessToken Return Error: Undefined index: Email
Hi, I use the SDK of zoho in Laravel 5.8, i use the first method : ZCRMRestClient::initialize($this->configuration); and works fine, then i generate the grant token and use the next method: $grant_token="1000.asdfgzxcvsdfre234324" $oAuthClient = ZohoOAuth::getClientInstance(); $oAuthTokens = $oAuthClient->generateAccessToken($grant_token); Laravel return me this error: ErrorException (E_NOTICE) Undefined index: Email This error is generated for the method of the SDK / home/ vagrant/ code/xxxxx /
Lead to contact converted time
Hi, I am using ZOHO CRM and Analytics for the custom reports. I've been trying to create a report which gives us information about our Leads to Contacts Conversion by Lead owner - but in some kind of time period (this month, last month...) I've managed to create a "All time" report, but I don't understand which filter I should use to filter out a relative time period. Is there anything as "converted time" filter?
Enable agent menu in setup module
Hello Team, I am new bie in zoho crm I want to enable agent menu under setup module Can you guys please suggest me how can I enable it or is there any configuration for it? Thanks in advance
bottom up target setting
Before Zoho, our org used a hybrid top down-bottom up sales target setting process. First step involved looking at our individual accounts and/or service lines across various sales managers and estimating likely business that would be pursued in the coming period. Once that first pass was done, we went back and set top down targets across various territories. Does anyone have some good advice as to how to accomplish this in zoho. I've been playing with Territory Forecasts, but the process seems
Report for Historical Forecast Pipeline Deals
I am hoping to track the historical sum of Pipeline Deals from Forecasts for a particular day in the past. I don't think this can easily be done but this would help me compare the expected pipeline over time and make business decisions whether we have enough sales coming. Its easy to see the current number in the forecast module but the history seems more challenging. From a visual standpoint, in a graph, the y axis would be Forecast Pipeline Deals sum and the x axis would be dates. Any ideas?
Where to find Zoho CRM demo database
Hi I'm very new to Zho CRM and would like to know if a demo database exists. A file I could import in my free Zoho CRM edition in order to see what leads, contacts, deals,... look like when it's full of relevant information. Does it exists ? Fabrice
Revamped Tax section is now available in the newer version of the CRM app!
Hello All! We are here to announce about our all new revamped 'Tax' section of the Zoho CRM mobile app. In the latest version of the Zoho CRM mobile app (Android and iOS), we have brought in support to display the customized tax rates and to select multiple tax rates for the inventory records. You can customize the tax rates on the desktop site and the same will be reflected in the mobile app. To customize the Tax Rates: 1. Log into desktop site (crm.zoho.com) with Administrator privileges. 2. Go
What does Zoho CRM respond to zoho.crm.getRelatedRecords if files are not attached?
I can get attachments info by respond = zoho.crm.getRelatedRecords("Attachments","Invoices",ivId); I just want to know if record is not attached any file, what does this function respond? I try to check this with 'return respond', but nothing displayed. Thanks in advance, Kunio
How to copy email TEMPLATE that is in LEAD to CONTACT?
Without creating them all over again, is there a way to copy templates already in Lead to Contact...? So We can have access to them, while in contact mode...? Tks! Moderation Update: Cloning of the email templates across modules in Zoho CRM is available.
Differentiate between duplicates
We are an event management company and have two venues under our control. When we receive inquiries we often have people interested in both venues. Each one needs to be treated separatly as we could lose one and win the other. When we come to searching for the lead we will have two options come up. My question is twofold. 1. How can we differentiate between the two on the drop-down when using the search tool as lot of time is wasted checking each one for the venue name. 2. Can we alter the background
Zoho Integration with QuickBooks Online
Hello I have been doing lots of searches and cannot seem to find a complete solution to integrating Zoho with QuickBooks online. I have found the QuickBooks Web Connector, but I think this is for desktop quickbooks. If my telesales team are using Zoho and the customer would like a quote, I would like them to create a potential in Zoho and for this to trigger an estimate in QBO. If a customer is amended in Zoho I would like this changed pushed into QBO. Do I need to use the Zoho API and QBO API and
Subsidiaries vs. Head quarter ?
Hi, I am studying the use of Zoho CRM for our companies. We have 10 subsidiaries linked with the head quarter. I am not interresting in having one Zoho CRM account for each subsidiary. One commercial user can have accessed to customers and contacts from one or two subsidiaries. A customer, a contact or a prospect is handle toward one subsidiary. Can i use "Sector" and "Hierarchical sectors" to organize our companies ? Thanks, Patrice
Thumbnails / Previsualization on the attachments related lists
It would be nice to see a small preview thumbnail for images, and maybe other document types, attached to any record. Also next and previous buttons when previewing the documents attached to browse across them much faster.
Always getting Access token expired error generating the Access and Refresh Token from Grant Token
I'm working to migrate our API integration in C# from v1 to v2. I've added my Client Id but always I get the same error executing the GenerateAccessToken method to generate the access token 'Access token expired'. I've set the time to expiry in 10 min. Any idea what should be other reason to fail? I'm using aaaserver.profile.READ,ZohoCRM.users.ALL,ZohoCRM.modules.ALL,ZohoCRM.settings.ALL in scopes.
Count days client is customer
Hello, I have a business in which it's very important to calculate how many days a customer is client with us. I created a custom field in Clients with "Start datum" in which the starting date is collected. How can I create a field in Clients which displays how many days this client is a client of us. And obviously, when "End date" contains information it should count only until that date. I have very limited coding knowledge! :) Thank you for your time.
Opportunity to Deal
I am planning out my workflow from Opportunity to Deal. The way my flow works it would really make sense to have what is now a Lead module be the Opportunity module until the 'deal' is closed at which point it should become a Deal. However the Deal module is really setup to be an opportunity module. Since the CRM won't allow me to switch the names completely I would like to uses the Stage field in Leads until it moves to the Stage moves to Closed Won at which point I would want to use the Deal as
Storage of info on points of sales
Hi, I'm new on Zoho :-) we sell products directly (B2C) and through a network of agencies (B2B) and would like to implement a communication plan for both the targets. B2C database include also customers of our network and we'd like that communications sent to fthese customers include name and address of the their preferred agency. I wonder if this is feasible in Zoho. Many thanks for your feedback
Issue with customModule insertion and fetching records
Unable to insert data and retrieve data from customModule with v2 but it was working with xml insert and fetch record using curl. I have registered app with admin account not with super admin account. Please guide me as I am struck with this. Tried different options : => https://www.zohoapis.com/crm/v2/CustomModule_1/search?criteria=((Email:equals:pankaj.k@sarv.com)) Response : { "code": "INVALID_MODULE", "details": {}, "message": "the module name given seems to be invalid", "status": "error" } =>https://www.zohoapis.com/crm/v2/Custom_Module1/search?criteria=((Email:equals:pankaj.k@sarv.com))
Creating new custom module record based on deal stage
I've created a customer module named 'Bookings' I would like a 'Booking' to be automatically created once a Deal stage is marked as Closed-won, with some of the fields from the deal mapped across to the booking. Please can somebody provide me with steps of how to do this? I know I need a custom workflow I just don't know how to write it. Thanks in advance!
What special functionality does "Leads" have that Contacts / Deals doesn't have?
There are many questions in this forum about regarding "Leads => Contacts/Deals" conversion. I am in the same boat and get very frustrated having to jump through multiple hoops trying to figure out the lifecycle of a lead (there is loss of information and visibility when a lead is converted). I am planning to stop using the leads module completely and create Deals out of all self-signups coming for my SaaS product. Before I make this radical move, I wanted to understand the pros and cons of doing
How to Generate Access Token from Grant token and then from Refresh token
Hi this is my first ever first here! I am working on PHP SDK, right now i have created self token from developer console, now when i am trying to add generate access token from the below code i get url not correct, here is the code https://accounts.zoho.com/oauth/v2/token?code=mycode&redirect_uri=urk&client_id=code&client_secret=code&grant_type=authorization_code So i am stuck here!
Changing list of emails in contact tab
How can I permanently change the list of attached emails to ALL instead of the current user?
Random emails linked to a Contact are not viewable "Error. Unable to process your request".
Hi, Can anyone please advise why emails linked to a Contact are not viewable? I can select any one of our many Contacts & randomly click on an email - some open some don't. If I go to an Account which may have more than one Contact associated with it, same problem. Some will open, others will not. I can not seem to find a pattern. The error stated is: Error. Unable to process your request. Thanks.
Do I really need to use leads?
Hello! We just signed up for Zoho and are starting to work on customization. We sell to a very specific target market and I was thinking of not using the Leads portal but rather have a drop down menu for contacts to differentiate if they are a Target, Lead or Customer. What are the benefits of using a different module/database? For some of our customers, even if they do buy, I still want to continue to market to them like the rest of the targets/leads so what is the point of having them separate?
Nested Formula Help - AddDate
Hello All, trying to make sense of this formula that I am trying to achieve If(Not(${Properties.Tax Credit Received Following Year},(Adddate(${Properties.Exit Date},5475,'DAY'), Adddate(${Properties.Exit Date},5110,'DAY') I have a check box "Properties.Tax Credit Received Following Year" and an Exit Date Value When checkbox is checked - I would like to add 15 years to the exit date When checkbox is unchecked - I would like to add 14 years to the exit date Thank you in advance.
Why does timeline display full contents of deleted notes even if recycle bin emptied?
Since Zoho offers no ability to delete notes in mass or automatically like in a work flow, we at times have to delete notes manually. Recently we noticed after a note has been deleted, the note including the entirety of the notes contents shows up in the timeline.....emptying the recycle bin does not remove this info!..Has this been thought through? When does Zoho actually delete this data?
New Potential form filled in from existing Account.
I have been trying to create a function linked to a Workflow, that will when a Potential is created from the Account module the function will auto fill in the form. I have looked on the forum and found some code but I am unable to get it working. In the editor it executes OK and the ouput in the function editor contains no erorrs. Any advice would be appricated. My code is a follows accountID = accId.toLong(); accDetail = zoho.crm.getRecordById("Accounts",accountID); mp = Map(); mp.put("Deal_Name",accDetail.get("Account_Name"));
Ask the Experts - Live Q&A discussion on everything Zoho CRM
Hey everyone! We're almost done with the year and we're grateful to have witnessed the Zoho CRM Community thrive and grow this past year. If you feel you've been using Zoho CRM to its fullest potential, kudos to you! However, If you've had any questions about CRM at all, or if you'd like to learn something specific, we're hosting a 12-hour long live Q&A session right here on the CRM Community and you're welcome to come and participate. Post your questions as comments below, (absolutely anything
Id given seems to be invalid
Hi there. I'm using PHP SDK for creating a lead from my website form. It's working but sometimes I get the response: ( [code] => INVALID_DATA [details] => Array ( [id] => 3220979000034212261 ) [message] => the id given seems to be invalid [status] => error ) I'm not passing any "ID" tough... It doesn't happen all the time. Does anyone know something about it? Thanks!
Zoho Migration: Mapping Incoming Data to Data Existing on Zoho
Hi all, I've been trying to bring in data into a custom module that would link with existing contacts and accounts data that were uploaded in a previous phase of the migration. I've mapped the incoming data to data already on Zoho using Zoho records ID's taken from backup folders but when I migrate them in the fields are all blank. This method works when I import notes with Zoho User ID's but it doesn't seem to map to Contact ID's and Account ID's (the ones that go zcrm_.....). Is there a way to
MailChimp Campaign Integration
How can this work with ZOHO. I can't make it work!
Functionality of "Map Dependency Fields" required for second picklist of over 500 entries (2,000 entries)
Hi all, I've discovered that the "Map Dependency Fields" feature has an upper limit of 500 records in the picklist! My picklist has just under 2,000 entries in it so the question is how do I achieve the same functionality when the "picklist" has more than 500 entries? I'm assuming I need to use the Lookup field instead but I don't know how to limit the results. The scenario is that the first picklist has a list of countries (less than 50 in this example). The second picklist/lookup needs to only
Create a lead from PHP API gives an error: 4401Unable to populate data, please check if mandatory value is entered correctly.
Hello, I'm getting this error: 4401Unable to populate data, please check if mandatory value is entered correctly. And I'm sure, that i passed all mandatory variables. This is my query: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=xxxxxxx&scope=crmapi&xmlData=%3CLeads%3E%3Crow+no%3D%221%22%3E%3CFL+val%3D%22Company%22%3Efsfds%3C%2FFL%3E%3CFL+val%3D%22Email%22%3Edavid%40domain.es%3C%2FFL%3E%3CFL+val%3D%22First_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Last_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Mobile%22%3E669904426%3C%2FFL%3E%3C%2Frow%3E%3C%2FLeads%3E
Send email using zoho crm API
How do I send a email to a lead using Zoho CRM API? also a side question that might be related to this - what's the <FL val="Send Notification Email">True</FL> from here: https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html#Events can it be used for automatic sending out an email when a new Lead is added? Thanks.
CRM - Account Pick List Autopopulate in Quote
Hi All. We are considering Zoho One. Currently using Dynamics 365. I have been tasked to evaluate Zoho CRM from the Lead Stage through to the Order Stage. We have about 500 Accounts throughout the world and 2000 Contacts belonging to the Accounts. In Accounts we've established a pick list of a variety of standardized "Payment Terms". So that the Payment Terms for that specific Account are established at the Account level when the Account is established in Zoho CRM. We are looking for a way to have
Zia Prediction not Appearing for Deals
Hi Team 0- I have Zia Predictions enabled for Deals. All conditions have been met but I still do not see any Zia Predictions for our Deals. Any suggestions on how to make Zia Predictions appear?
Zoho CRM for our Logistics Team
Hi Team - just want to pick your brains if this is feasible in Zoho CRM. I have managed to integrate almost all our business processes in Zoho CRM except for our delivery/logistics team. What we want is for all Deals on the For Delivery stage to be manually scheduled for delivery by our Admn/Logistics supervisor. I am thinking of just creating events for those Deals and then have our Delivery team check in for those events once they deliver the products. I also thought of creating a custom module
Training for the manager
Hello, I partially familiarized myself with the information on your the CRM website, but there is a lot of information ) I could not immediately learn everything) and have a question and I will be grateful for the answer: we plan to connect CRM to the site (the store section is being developed here https://peaceofmindschool.com/), but the manager does not have experience in CRM work. As far as I understand from the site - you have such training, tell me what its cost and what it represents Thanks)
How do i produce a chart that shows 1 company sales vs the full company sales?
Id really like to see what revenue a account brings in comparison to the full sales for that year. Id like to see what % of sales that customer brings, but i cant see how to do this?
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