Failed to execute function
In a function, i want to see a custom field : "Repres" of my users I see the field but the function has a problem next the info. args = Map(); args.put("action","quotationHeader"); code_rep = ""; repres = zoho.crm.getRecords("users"); //info repres; for each rep in repres { for each r in rep { if(r.containsKey("email")) { if(r.getJSON("email").equals(zoho.loginuserid)) { code_rep = r.getJSON("Repres"); info code_rep; } } } } return ""; I see : Info AMA Failed to execute function Function specified
How search records by ID if in form "field":{"name":"Deal_name","ID":"4081445000000241221"},
Hello! I need to transfer all amount to deal and calculate sum. invoice = zoho.crm.getRecordById("Invoices",InvoiceID); //info invoice; takeID = invoice.get("field"); // {"name":"Sell Television","id":"4081445000000241221"} allinvoice = zoho.crm.v1.searchRecordsByPDC("Invoices", "(field:{id})", takeID.toString()); - How write this part true? info allinvoice; info invoice: and i have text, where search position: "field":{"name":"Sell Television","id":"4081445000000241221"}, {"Owner": {"name":"Anton
using webform to update contact informatin
So here is my problem. I am trying to create a webform where my 'contacts' can update their information, but more importantly where they can upload a 'progress document' to keep me up to date of their progress. The form works for creating a new contact and uploading a document, the issue comes in when they try to fill out the form a second time to update / add another document. If i have the 'do not allow duplicate contacts' box checked, then Zoho warns me of a duplicate contact and I have to manually
Unable to authorize third party app from Zoho Developer Console
Hi Expert, I want to integrate a third party app with Zoho CRM. I am getting “Authorization Failed” message. Please find the attachment with error details. Thanks Avijit
How can I print or send related list from products module?
How can I print or send related list from products module? For example i have 20 clients assigned to a product but no way to have that list in a fast way (in MERGE MAIL cannot associate products module to the template - in MAIL TEMPLATE cannot use related records - in PRINT VIEW just print related list up to first 10 records). Thank you for help, MBell
How do I verify that emails are actually opened
It seems like a higher than average number of emails being sent one-off through Zoho that display "Opened" immediately after being sent. This makes me wonder if there is a glitch because it is hard to believe that almost every single person is opening the email immediately.
Changing color in a Custom Button
Hi, i have a problem I create a button for view in Canvas and i want to change the color, the default is green and i want to see red. What is the command in deluge for change the color? I cant fin them
Fields on multiple Layout Rules
We have Account records that we use for clients, and for channel partners (who sell to clients). We have two attributes for channel partners - let's call them type A and type B. A channel partner can be a type A, a type B, or both A and B. We have some fields that we only want to show for type A partners, and some only for type B. No problem - we have a Layout Rule for each of these, selecting the appropriate fields. But here's the problem. We have some fields that we want to show if the Account
How do you get email notification of new leads?
I'd like to get an email notification when someone fills out my webform which creates a new lead. I'm sure this is probably easy, but I'm still digging for an answer. Any easy solution here?
Maven distribution for Java SDK is here.
Hello folks! The much awaited Maven distribution for Java SDKs is here. You can include the SDK using either Maven or Gradle build. It has been updated in the help and please head over to this page given below for the code. Java SDK help documentation Cheers, Chakra User Education | Zoho CRM
Vendor Selection Process
Hi I have just started using CRM for my Hospitality business. One of my ongoing tasks is to find and select vendors. With a CRM Leads are people you can make money from, who then turn to Contacts and Accounts. However, just as important are vendors. However vendors make money from you, so technically they're not leads nor contacts. Is there a way to create a process like the Leads, Contacts, Accounts process but for Vendors instead; So you create a list of potential vendors, invite them to quote,
Multi-Select Lookup Limitation
Hi We are new to Zoho and have bought an enterprise licence and started creating a simple database. The problem we face is that we have one to many module called SUPPLY hung off the Lead and then from this module we want 3 one to many modules hung of each Supply which are Contract, Rates & Recordings - so one supply can have multiple rates and multiple recordings and multiple contracts. Firstly can this be done as it seems to me to be a very simple database requirement, secondly if it can't be done
CUSTOMER SCORE - RATING BASED ON PURCHASE
Dear all , There is Score section in Zoho CRM : for Deal / Lead/ Contact / Account In general , we need to classify or even rating customers based on various factors. And the most importantly is the Purchase amount from customers. Currently , Account/ Contacts Score section has option for salesorder / invoices ,.... Hope Zoho will take alook at this ? Or in the time being , could we set sum the invoices amount as a field for Account / Contact and do some rating from there ? Even more complicated
Does anyone have a sample to call external API (other system) from Function with Authentication
I need to send a message to another system using their API from Contact. Other system requires authentication and about 5-10 variables. Does anyone have a sample function code that acomplishes that. I cant seem to find one.
Map Account and Contact Records in Leads?
Hi, I am New to Zoho CRM, Have to Customize Leads Module so that i added Account and Contact Lookup Fields Under Leads Module,I want to Map those Contacts with Accounts and get all the information like Email,Mobile,Billing City Etc.. from Contacts and Accounts when I select the Contact and Account Lookup Fileds and also how to put Workflow for that to auto fill all the details in Leads Module Fileds.
DASHBOARD THAT RATES THE TOP 5 SALES TEAM INSTEAND OF ONLY 5
i WOULD BE GREAT IF THIS DASBOARD BELOW COULD CHOOSE AUTOMATICLY THE TOP 5 SALES INSTEAD OF ALOWING US TO CHOOSE ONLY 5 PERSONS IN A TEAM THAT IS BIGGER THAN THAT..
Add lead to CRM via email?
As I understand it, Zoho creator forms support direct entries via email, with each form having its own email address. Is it possible to add leads to via email? For example, suppose I have a contact form on a directory website, is there a way to automatically enter leads into my CRM via a form's email address?
Help with a custom function in Zoho CRM for Customer Names in Proper Case
Could you help me with a custom function in Zoho CRM for two fields we have in a custom module. Field 1 - First & Middle Name Field 2 - Last Name I would like for Field 1 and Field 2 to be in Proper Case - however, there is often a space in the field and following a space the next word should also be in Proper Case. Example - how it should be formatted Field 1 - "John James" Field 2 - "Smith" Quite often the data would look like this... Field 1 - "JOHN JAMES" Field 2 - "SMITH" or like this Field
Proration Formula using eomonth
I'm trying to auto calculate a first month Prorated Discount. I have an install date field (not dateTime). A currency field for the subscription price. The hangup I'm having is I cannot simply get the last day of the month in a variable to use in a formula. I'm aiming for this: (SubCost/DaysInMonth)*(DaysInMonth - InstallDate) DealRec = zoho.crm.getRecordById("Deals",DealID); InstallDate = eomonth(DealRec.get("Install_Date"),0); update = zoho.crm.updateRecord("Deals",DealRec.get("Deal_Name").get("id").toLong(),{"Days_In_Month":InstallDate});
Error accessing api using https
We have an api with the CRM for more than 6 months now. We used paths starting with: https://www.zohoapis.com/crm/v2/CustomModule But a few days ago, the api start sending me an error 401. After breaking our heads by pure luck we found out that the issue was that we are not able to access the https, we can access again the api, but using paths with out the https like: http://www.zohoapis.com/crm/v2/CustomModule Do you know about any issue with the https on your api? When I navigate on a explorer
ZOHO CRM - Invoice: Unfixed Values for Invoiced Services (Products)
We run a study-travel agency and write invoices to partner institutions for referral services. The commission for each referral is dependent upon the price that our referred customers pay to our partner institutions in tuition and fees for their study program. The percentage we receive in commission also varies from contract to contract. Therefore, the cost of the commission we invoice each partner for essentially the same service (product) is never the same. Is there away to manually input the
API - Inserting Contacts into Zoho and having them associate with Accounts
Hi, I can successfully connect with the API and insert leads and accounts into the CRM from a CSV file. Now I'm preparing to write the calls to insert Contacts, but have no idea how to make sure they associate with the Accounts. The data we get does NOT have a Zoho CRM ID with it, and we may have duplicate Account Names. The whole point of this is to automate this process so that we don't have to manually import (which won't trigger the workflows we want triggered anyway). So, I'm using php and
Zoho Support Telephony Twilio Configuration
I set up my Twilio configuration just as the instructions say in the following article: https://www.zoho.com/support/help/twilio-integration.html#Configure_Twilio Every time I try calling my Twilio number it says an application error has occurred. I contacted Twilio and included my Account SID, Auth Token and Application SID generated by Zoho. I also verified in my Twilio account that the TwiML generated by Zoho for Zoho Support Integration had the same Application SID as was listed in my Zoho account
Confused Technical Support, Poor System Development
I am this very same problem with ZOHO and Twilio. I tried all I could with them and still nothing is resolved, ludicrous! All I get is ZOHO blaming Twilio and Twilio blaming ZOHO. Quite frankly, ZOHO, you are terrible at keeping your system functioning properly. I am at my whits end with you guys for you keep sending me information about making payments to keep subscription when, because of you, my company continues to lose money daily! I am sure I'm not the only one who is frustrated with you guys.
Calculated Formula Field
Hi, I'm trying to display Days Since Last Activity in a custom formula field: (Datecomp(Now(),${Leads.Last Activity Time}))/(24*60) I get no errors in the field builder but I get no output in the leads section or reports. What am I missing?
Outlook Plugin Doesn't Work
I've had 4 attempted sessions with Zoho CRM support, none of which helped, and resulted in me wasting 4 hours of my day while they installed an reinstalled the outlook plugin. I cannot sign into the zoho crm outlook plugin and therefore cannot record my emails into zoho crm.
Adding products to the crm from a "won" quote or sales order
We find it useful to know all of the products our customers have bought on the "account" record page. Other than adding "products" individually, is there a way to automatically add a product to the account from the won quote or sale ?
Difference between "Accounts" and "Contacts"?
Can someone help in identifying the difference between contacts and accounts? I am new to the system and am trying to figure out how to use each. Thanks in advance!
Using Verions I of the API why can't I pull Custom Modules?
I have some .NET code that calls the version I web services using the https://crm.zoho.com/crm/private/xml/LinkingModule1/getRecords If I do a standard module like Contracts it works. But not for The above custom linking module. LinkingModule1 shows in the list of modules but I cannot pull the data. From what I understand the client has Enterprise Edition. What am I missing? and thanks ahead
Accounts: tree view with parent and member accounts
Hi community, i am setting up the CRM structure for our company and try to fit the view requirements. Question: is it possible to have a view throughout all associated accounts for example, starting with a Global entity then a member region, member county, member business entity. See attached file. The sales people would like to navigate between these account entities in a tree view. Thanks in advance for response.
Reports selection for "this week" produce wrong week start
The calendar settings in Zoho CRM are set to weeks beginning on a Monday. However, any report that uses the "this week" parameter produces items from the Sunday. The "this week" filter is ignoring the start of week setting in the calendar, which is not helpful or correct.
After inserting leads does not show in crm...
When I insert records as leads it does not appear in the crm. Then where does it go cause I'm getting success message. Even when I use getRecords module it fetch records which are not exists in crm. Don't understand what's going on... Please help me out asap. Thank you.
making offer
hi there I have several products with same name, but with different size. When making offer, search for product, I only se name (lot of same names) how can I do it, so I se the size field also? Kind regards Henrik Thomsen
CRM Api Request Call
I'm working with a call to get an api token as part of a development but seem to not be getting any output now. Is there a limit to how many calls to get the token we can use and is there a way to change the limit or reset it? call I'm using: https://crm.flowteapp.com/crm/apiauthtoken.do?EMAIL_ID=[email_address]&PASSWORD=[password]
Outlook CRM plugin not signing in
Hi there One of my users is trying to set up the Zoho CRM plugin for Outlook. It has installed correctly but she is unable to sign in - it seems like it is the same problem experienced by this user: https://help.zoho.com/portal/community/topic/can-t-sign-in-with-outlook-plugin Every time she attempts to sign in it creates a new Auth Token. I have tried clearing these tokens but it has no effect. I have also checked the Application Add-ins in Outlook to make sure that the Zoho CRM Plugin is not
postUrl encoding my api request
We are using a script to interact with an outside zoho API service. For some reason the posturl function started encoding the api request how can i prevent this from happening? ex. below is is our api {"data[commentaire_du_technicien]":"","data[commis]":"","data[consigne_r-v]":"","data[contact_id]":{"name":"....... This is what is returned {"responseText":{"status":"error","error":"There was a problem with the JSON you submitted: 785: unexpected token at 'data%5Bcommentaire_du_technicien%5D=&data%5Bcommis%5D=&data%5Bconsigne_r.....................
Updating fields with data from related module field - custom function
Hi, In my Deals module, I have the section "Buyer info". The buyer is not the client, but rather an outside investor which is going to buy a house for the client, and then rent it to him. So, "Buyer info" is used in mail merge to populate promise to purchase documents and other legal documents. I would like to automatically update these fields with data from fields in the custom module "Investor". The "Investor module" is linked to the Deals module by a lookup field "Investor" located in the Deals
Unable to create dynamic parent child pick list via lookup
Hello, I have a list of 200 Accounts, with each having branches between 1 to 80. To ensure data integrity during lead creation, the account name is selected based on lookup. Now, when I add the Branch Name lookup, it shows all the branches instead of the ones associated to the Licensee name only. I understand that the way to control this is by using pick lists and using the "Map Dependancy Fields". However, I need the info in the pick lists to be derived from my Accounts module & Branch module. Is
Adding a script for multi-level sales programs, payout and signing of client agreements
Hi Zoho Community, Presenting an Idea my team and I discussed. We were wondering if it was possible within Zoho CRM to add a script or custom function for multi-level sales programs, payout and document signing experiences. This script or custom function would provide affiliate tracking for 3rd party applications. Feel free to chime, clarify or comment community and thanks in advance for reading. Best, Textmunication Sales and Marketing Team www.textmunication.com/contact-us/
time format
Hi everyone In settings, my time format changes at every restart of the program. I set it to 24 hour format, next day it is back to 12 hour format! Can someone advice me how to fix that? Kind regards Henrik
Next Page