Report Writing
I am trying to make a report to overlay 2019 on 2018 based on the deals we have month per month. I can do 2018 and I can do 2019 but where can I have the two on the same line graph?
contacts to integarte with ZOHO CRM?
Hey community - what is the best monthly / per user contact database to use that can import directly to ZOHO CRM?
Analytic Routines Research
Hi Everyone, I'm researching how sales managers and entrepreneurs can more effectively use the data and analytics they receive from Zoho in the first hour of the day. What is your analytics/dashboard routine? What do you open up first? What are you looking for and what are the actions do you take? Thanks for reading and I look forward to hearing from you.
Rename a Record in Custom Module.
Hi all, I have created a customer model called Property which has all the address fields inside it. (street, Suburb, post code, state, country). When we create a new record it ask to name the new record. I wanted to use a custom function inside a workflow that all new record do the following customer function: Rename record name to street, suburb, post code, state, country Example First New record Name of property = 1 Street = 36 Paris street Suburb = Sydney Post Code = 4556 State = NSW Country
[Webinar] Scheduling sales/service appointments from inside the CRM - tomorrow at 12 PDT
Hey everyone, Tomorrow at 12 PDT we're hosting a demo of our SmartScheduler, which was previously featured in a Zoho Practitioner webinar. Since then, we've made some enhancements to it to support both appointment and work order scheduling. Chief Solutions Architect James Converse will demonstrate it all, including: Scheduling from a CRM button or from a Work Order in Zoho Creator Scheduling individuals, crews, and equipment usage Easy drag-and-drop interface Google Maps & Calendar integrations
How do I know the API version of the CRM tasks I use in functions?
I have a working function with the following code: leadinfo = {"Last_Name":ln,"Company":cp,"Email":em,"Phone":ph,"City":ci,"Country":cy,"Qty":qty,"Products2":pt,"Ownership":lo,"Lead_Source":ls,"cProduct":cpt,"IP":ip,"Form_URL":fu,"State":st,"First_Name":fn,"Account_Type":at,"Industries":in,"Implementation_Period":imp,"How_many_Customers":hc}; resp = zoho.crm.createRecord("Leads",leadinfo,{"trigger":{"workflow"}}); I would like to know if this is version 2.0 or 1.0.
Getting Invalid Ticket ID error
Hi, I am getting the following error when I am calling any request CRM API: Request UR: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=0fed3246284151aea65a768d9e051e90&scope=crmapi Please check the below and error and let me know the solutions. Thanks Shams <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecords"> <error> <code>4834</code> <message>Invalid Ticket Id</message> </error> </response>
CRM appでのtwilio（というか電話統合）利用
こんにちは twilioでＣＲＭ統合で利用しています 外出時にパソコンがない時のTwilioへの着信は不在着信になってしまいます せっかくのモバイルアプリなのでTwilioはじめ電話統合の着信発信ができるといいのですが アプリ開発上そんなにも難しくて実現困難なんでしょうか?
Convert Lead into Account, webhook
Hi, guys! I need to notify 3d party services when lead is converted into account. Is there a way to setup a webhook on Convert? Did not find any information about that Thnx
IMAP states SERVER DISCONNECT, but my IMAP port is open
After using Zoho CRM for a few months, and the IMAP integration working well, I went to update the password on my account and saw that rather than syncing sucssesfully (or not), I was given a SERVER DISCONNECT error. I checked with my IT department, who stated taht your firewall and IMAP ports for the internal email server are open. However, when I checked my host name, the port is closed. Any idea what is causing this, or how it can be resolved?? Thanks in Advance!
Edit contact fields via deal
Hi, is it possible to set up a deal so that when it is set to a certain stage 1) certain fields from the contact associated in the deal are shown in the deal (so contact can verify their details) 2) and if needed be able to update from the deal (so that it syncs back to the contact field details) 3) Also the ability for those contact fields to be mandatory only when deal stage is set
Relate task to Campaign
Hi, I cannot relate a task (from leads clients) to a campaign, every time that i create a task from a lead contact this task is already relate to invoice and it cannot be changed. I also attach a screenshot..... Thanks! Regards
Creating dashboards
I would like to create the following dashboard views: I want to create a dashboard view where it shows the number of ALL activities scheduled in each stage of the deal pipeline for the next 30 days of when the report is run. I want to create a dashboard view where it shows the number of ALL activities completed in each stage of the deal pipeline for the PAST 30 days of when the report is run. A dashboard view of total number of DEALS moved into each stage- this is two views on weekly - last 7
Zoho crm with creating custom Login Activity in Android SDK
How i can create customLoginActivity without calling(passing intent) to ZCRMLoginActivity. is there any RestAPI's are available to login zoho without openning "web Client". Like : loginToZCRM(Username,password) In android SDK. If available Please send link or ping me.
Zoho CRM API V2 and python SDK
Hi, I was trying to access ZohoCRM record using API V2 and python SDK but I'm stuck. I'm using a simple python script from my Mac so not a sever and this seems to be the first problem: I cannot connect. I went to https://accounts.zoho.com/developerconsole and created an API but I cannot figure out how to configure zcrmsdk. I copied and pasted the information into oauth_configuration.properties but it doesn't connect. I also tried to create a self_client key but I cannot figure out how to use it.
Change SMTP server
Our email system has been updated and the SMTP server has changed. Under settings > email, I can see the existing SMTP server name but it seems impossible to change it. Please let me know whether there is a way to change the SMTP server name.
Request - Change the column width of field views
Posted earlier about this, so here's the main idea! On the start page I've created a module of open activities. And in that activity I've chosen to add company name a long with other information fields. The problem is that a lot of the fields is so narrow that the field turns into 2- or 3-rows.. :/ WE REALLY NEED to be able to to adjust the column widths preferably the same way as you can do in excel or word, with other word just to click the outlining and drag it to a wishful position, a work around
How to automatically update a field in a Deal record when I upload/send a mail merged doc thru Zoho Sign?
- I have a Deal record that contains a date field called "Date Contract Sent." - I create a mail merged document from that Deal record. - I upload that document to Zoho Sign and send out to a customer thru Zoho Sign. How can I set it up to automatically update the "Date Contract Sent" field to <today's date> upon the trigger/completion of sending out the mail merged document from Zoho Sign? To put it another way: how do I tightly and automatically connect a merge/sign event to a Deal? Thanks!
Best Practice for Assigning a Target to a Sales Rep
I understand how to assign a Lead to a sales rep, but what if I have a company that I think would be a good prospect and I want to assign it to one my reps, but I don't have any Lead info (like name, title, contact details, etc)? Whats the best practice for this? I suppose I could fill in dummy info for the Lead OR I could create a new type of Lead that has no individual contact info?
invalid oauth token
Hi, I'm trying to make an API call to add data to a custom view in Leads scope. I'm getting grant token, refresh token and access token successfully with help of curl call and than PHP SDK. My problem is when I want to get Leads fields I get 'invalid oauth token' message. My user has restricted access, I only see the custom view in top navigation when accessing ZohoCRM with my user. Code I'm trying to use to retrieve field values is: $config = [ 'client_id' => $clientId, 'client_secret' =>
How to add auto incremental id for Deals
Hi everyone, I've been trying to implement a way to identificate every Deals created within my enterprise with a similar and easy readable pattern. Something like : YEAR.MONTH.xx Where the first Deal of the month would be 2019.10.01, the second would be 2019.10.02 etc And when starting a new month, it would be 2019.11.01 (starting at 01 again) Is there some way to achieve that ? I've been trying to use the autonumber field and some formulas without success.. Thanks a lot.
Update or change incoming SMTP server
We are using Zoho CRM. Our email system has been updated and the SMTP server has changed. In Zoho CRM, settings > email, I can see the existing SMTP server name but it seems impossible to change it. Please let me know whether there is a way to change the SMTP server name.
Custom Fields - Horzontally Align
Hi, I have four custom dropdown lists that I would like to align horizontally within the accounts page on CRM. Out of the box, the fields are aligning vertically. Anyone know whether this is possible? Thanks, Andrew.
Save time by cloning blueprints within modules in Zoho CRM
Blueprints help you run your business by letting you replicate and visualize your business process digitally. Sometimes, multiple processes share a lot of similarities—so now, you can save time and effort by cloning your existing blueprints and then making changes wherever required. Here's what you need to know before cloning a blueprint: You can clone a blueprint within a layout or across different layouts in a module You can add new states or map the existing states with new states (picklist values)
Need a report to show contact's birthday month
Hi, How would I run a report that pulls all contacts who have a birthday for a given month? In the contacts module I have their full date of birth inputted with the year. However I only want to pull the month and not the year.
Unable to push GCLID to Contact Module
Hi, I am able to track GCLID from my web form to Leads Module. Now my problem is google takes upto 36 hours to populate the information, however As soon as my sales team get lead they start working on this and if customer is ready to buy product then convert that as Contact. Now while converting as contact my GCLID code does not pass through to contact and we are not able to track any details from Google Adwords. Is there any way to pass GCLID to contact while converting lead to contact prior to
Mailchimp Integration Questions
Hi, Looking to integrate Mailchimp with CRM. I want to set up two integrations, one for leads and one for contacts. I then want to map certain fields to Mailchimp so I can segment the mailing lists. I also want to be able to see within the contact or lead page a section which tells me the emails they have been sent and if they have been opened. If this possible with the Mailchimp integration? Is there a better way of doing this? Would Zoho Campaigns accomplish this? Many thanks for your help. Regards
Mandatory Fields
Can someone please help and explain to me why I can't make a custom checkbox field as mandatory? Is there a way to do this? Thanks
Alternative to custom fields in Zoho CRM Free?
Hi, I'm exploring a move from Hubspot to Zoho CRM free version I've just done a test data migration but none of the custom fields have come over. I now see here are no custom fields in the free version. The fields are used to signify if a contact has volunteered to be part of a specific team (there are 10, and it each one can be Yes/No (or black) or Leader. Is there a viable alternative to moving this data over to Zoho? Perhaps a note that says something like: "Technology - Yes Legal - Yes, Leader
I have a problem linking task with Invoice
Hi Zoho Developer, I have written a code in php zoho api which create task and assign it to the invoice. Create task is working fine and its creating task into zoho panel but its not linking with the invoice. Please find below code: $crmid = "3051265000001316001"; // customer id $realted_to_id = "3051265000003854220"; // invoice id $task_data = array( 'Subject' => "New Invoice - 22", 'Due Date' => date('Y-m-d',strtotime("10-10-2020")), 'Status' => "In Progress", 'Priority' => "High",
Please add international shipping option
We have USPS integrated to the system. everything works fine BUT international shipping is not available, AND tech support confirmed it even not a plan to add on for now. Could you please add this to your soon-to-be list? Thanks!
Getting tickets from ZOHO API V2
Hello everyone, I am trying to get customer tickets for showing them in our shop interface. I have access token. After that i post fetch this url: https://www.zohoapis.eu/crm/v2/Tickets/search?email=".$email I cannot receive the results, as it says wrong module?? On api V1 it worked, but we must use V2 since you are shutting down V1. ANy help here?
How do you keep track of all your workflows and custom functions?
Hello Team and Hello Community, Just want to know the best practices on how to keep track on all workflows and custom functions you have in CRM. In addition to workflows, we also have After Transition tasks, workflows and custom functions in our BLueprints. Reason I asked is that, I ran a custom function mass update and I mistakenly forgot that I have a workflow that will trigger every time a Deal is edited. End result was most of our Accounts had their billing addresses removed :( I know I should
CRM Deals Kanban
Hi, is there any way do select a numeric field for "Aggregate by" in the deals module of CRM? the help file sais you can aggregate by currency or numeric fields - however it is only letting me select the currency fields (and not a custom numeric field). - Thanks
Problem select Opportunity Layout when converting leads
Hi, In the Opportunity (Potential) module, I created 2 layouts In the Opportunity Settings. The 2 layouts are assigned to Adminitrators and Standard profile. However, when I want to convert a leads to a contacts and create an opportunity, I'm not able to select which layout... I can only select layout "a"... As an Administrator, what am I missing ? Thanks
Versions of ZOHO - Pricing on contact manager?? Getting different prices
Hi guys, I googled social zoho and it came up contact manager - I was already signed in to my free zoho crm. I pressed the trial button and it showed me it had worked - but the dashboard looked different and it had the social tab, which i wanted. For example, my activities and contacts already in - I couldn't see. After the trail this would cost me £12 per month which i am fine with. I then closed down the browser and the next time I logged in (with the same email and password) I got my original
Zoho CRM Android App: Multi-language Support
Hello everyone! We are glad to announce about the new features and enhancements that we've brought into the latest update of the Zoho CRM Android app (v3.3.52). ** Zoho CRM App is now multilingual with support for 20 languages. Below is the list of languages that are supported in the app. • English [British] • French (Français) • German (Deutsch) • Spanish (Español) • Japanese (日本語) • Chinese [Simplified] (简体中文) • Dutch (Nederlands) • Portuguese [Brazil] (Português [Brasil]) • Turkish
Advice Please
Hey everyone, We are a small company with a tiny sales force and we have a subscription to the CRM. I have a basic question, hoping for some advice. In order to get things moving I want to be able to have my salesman do this and and then I want to be able to track it. So may salesman walks into to either an established or new account. Has a conversation about a new product - customer wants a quote, you get the drift. Where is the best place for him to store that basic info along with the notes so
How do I search contacts by account parameters (EntityId) (C# API v2)
Hi, I can't GET Contacts for a specific Account. We have this : ZCRMModule module= ZCRMModule.GetInstance("Contacts"); BulkAPIResponse<ZCRMRecord> response = module.SearchByCriteria("(Full_Name:equals:FULL NAME)"); But i need as Account information (example) "Account_Name": {"name":"Patricia""EntityId":"425248000000104003"} I don't know how to build the condition?
Create automated event after sales order status is changed to "in progress"?
Hello there, i trying to figure this out. When a sales order ist created with status "in progress" ist should automatically create an event into the calender the sales order has tow date fields "start" and "end". Also the name of the event should be the customer name with a präfix. The event details should contain phonenumber of customer and productdetails. Is this possible with custom functions?
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