CRM - Updating a multiselect field using integration tasks
Hi, I tried to update some field in the Leads Module of CRM using zoho integration tasks. The field such as single line, pick list are updated successfully but the MULTISELECT field is not updating. I have done lot of modifications in the map variable which contains the parameter value yet doesn't work. If there is any way of solving this problem, plz help me with the code. Thanks,
CRM - Copy data from Single Line to Lookup Field
I'm using a zoho form I created to add data into our CRM. Public forms do not allow access to lookup fields (as far as I can tell), so I want to be able to associate it in the CRM with a script. I'm able to copy a single line field into another single line field without an issue, however I cannot figure out how to copy it into a lookup field (not sure if this is even possible). Update_ServicePM = zoho.crm.updateRecord("Inspections",ServicePM_id,{"Actual_Serial_Number":Serial_Form}); ServicePM_id is
Custom Report Column - Commissions Amount
Hello. I am attempting to multiply two Columns from different modules inside of a Sales Order Report so that I can calculate my net commissions automatically. Example: I created a new Sales Order Report with the Sales Order module selected. I also selected the Account, Products, and Deal modules. I selected Tabular Report Type. Under Report Representation, I selected all of my applicable Available Columns. The Columns I'm interested in creating a custom formula column for are: Net Total (Sales Order
Exporting Zoho Leads
I need to export a selection of Zoho Leads. All I get is a full list of Zoho Leads. Please help me urgently. Thank you for your support. Best Regards, Josef Krieger
Formula Error
I've created a formula field to calculate Commission payable on a Potential , this portion works find. (${Potentials.Amount}*0.05)+ (${Potentials.Year 2 Expected Revenue}*0.02)+ (${Potentials.Year 3 Expected Revenue}*0.02) However when I try to add a 'IF' condition to calculate a final piece I get an error message that I do not understand. See full formula with problem piece in bold. (${Potentials.Amount}*0.05)+ (${Potentials.Year 2 Expected Revenue}*0.02)+ (${Potentials.Year 3 Expected Revenue}*0.02)+
PHP SDK
When i try create or fetch some data from my crm, response always empty. No errors or something else. Also no records are added.
CRM & BOOKS INTEGRATION METHODOGY REVISED
Dear Zoho CRM team , The integration between CRM and Books ( Finance ) is essensial and is important part to make Zoho into ERP. But the way of current integration has many weakness. After integration , invoices / salesorder,... are controlled by Zoho Books, there are few problems : - There are some blur area , whereas the access and permission are not clearly identified ( like selling price / rate permission to edit is not the same in Books and CRM ) - And many important functions in CRM for
Zoho CRM Date import from call logged on Android app is incorrect
My zoho android app (confirmed I'm on most up to date version this morning) is syncing calls to CRM with the wrong date format in the call start time field. The format is coming in as 12/31/1969. I made the call last week and need the date appropriately logged. 1) Is anyone else experiencing a similar issue or suggestions on what to check? My phone obviously has the correct date and time format for my region. Also, when I go into the call and "edit" in zoho/web app, there is no easy way to edit this
Updating field based on most recent related list item
I have a module called "Invoices" and a module called "Contracts", and they are related through a lookup column called "Quickbooks Job". Anytime a new invoice is added to the invoice module (or updated), I would like the "Last Service Invoice Date" column to be updated in the "Contracts" module, with the date that has been input as the "Invoice Date" in the record in the "Invoices" module. Is there a script that can accomplish this?
Edit date when adding notes in CRM
Currently, when you add notes in Zoho CRM, there is no option to edit the "date of the note". This could be useful, if a user was catching up on activity, and entering note information at a later date. Can you please evaluate this request Zoho, and provide feedback. Thanks, David Corcoran Batipi / Zoho Partner http://www.batipi.com
Quotation template
Hello Dear friends We got zoho CRM just for test the system but so far we can´t cutomize the quotation template, still problems when we added a formula even with the original ZOHO template , please someone can help. Muchas gracias Luis +56987436273
Sync between Books and CRM is lacking and cumbersome
Hello, I'm trying to use the CRM more and more for my small business, having used mostly Books for now in order to keep track of Estimates, Customers, Invoices. My customers are mostly private individuals, with a few companies. I'm finding several things which should help me save time, that are instead getting in my way and making me waste a lot of time for a simple task: create a lead from an email > send them an estimate. Let me describe a typical case and hopefully you can guide me, perhaps I'm
Is a lead/contact added automatically to targeting campaigns on Google, Fb LinkedIn?
Hello, I would like to know A lead enters CRM through several paths... website, import, manually entered in the system etc. Then it should automatically be added in a list which also automatically should be used for targeting Audience in Marketing Campaigns via Google, Linked In and Facebook. Does this happen automatically ? Is there such an option ? If no ... What is the process that we need to follow ? If you have a YouTube link tutorial on the matter please refer it to me. Also please help
Contract Management?
I'm new to Zoho CRM and looking for a way to manage contracts. Specifically, we sell products and provide support for those products on an annual or longer basis. When a support period ends, we look to renew a contract with the customer. I want to have the contract details and renewal history in the CRM or at least linked. Is there a Contracts module or other way of doing this within Zoho? Any help is much appreciated.
CRM Theme and skins
Hi, Is it possible to use a different theme on Zoho CRM? Not just the change the colour of the main panel and change dashboard layouts but use a custom theme, like a different background image and different side panel colours?
Editing template for mass email
Hello, We are sending Request for Quote to our logistic partners on a regular basis (one, twice a week), to get quotes for several destinations. We would create a template in the CRM Settings for that, then do a mass mailing to our vendor contacts. However, sending a mass email in CRM doesn't allow any edition. As changes between 2 email are just a little (basically date and destination), this is inconvenient. There are 2 problem there: - our sales team, marketing team and logistics team are too
Canvas View Contact Field Feed
In my custom canvas view I have two field I can add Contact Name Contact Email But what is displayed is not consistent in the canvas view for these two fields. I cannot figure out what actually feeds these fields. I have Contact Roles chosen in the deal I have the contact associated with account and the account associated with the deal. And only a few are show the contact name and none are showing the email in the canvas view. What field is feeding theses in teh Canvas view so I build the proper
Sandbox testing Zoho CRM
Hi Z Team, Having a sandbox testing function for Z CRM would be a great help as i am always looking to improve our system however some of the changes can be quiet a different way of thinking or working. This is where Sandbox's come in as they allow admins to write new work flow rules and test new ideas before changing breaking the system or the old way of working, potentially losing information and costing money! Please Please add this function as soon as you can!
Dashboard
I want to see all leads(meaning:whic is converted leads and still inside to lead module leads together) How can I do tat?
In Admin view, create a "View As X User" feature
Please consider creating a way for the superadmin to see how other users based on their role will see the CRM or a particular module. This becomes difficult in seeing whether validation rules or permission changes are effective unless you have the logins for a different user to test. As a superadmin, you should be able to view the processes and do tests as a different user.
How to Test as Specific Security Profile
I am an admin configuring ZoHo CRM. How can I test that a user of a specific profile/role sees what I want them to see? As an admin I see everything. Something like a RunAs feature?
Default Task Value from Lead Module
I created a function to default the value of a custom field in the task module based on the related lead. I marked to execute whenever a task is created or edited. It only runs when editing but not when creating? Is this a bug or something missing? Created in Automation | Actions | Custom Functions and defining taskId argument as Task.TaskId and leadId as Lead/Propsect.Lead/ProspectId. Any thoughts on why this doesn't fire on create?
Linking a campaign from Zoho Campaign to CRM Campaign
When you create a campaign in the CRM, on expectation is to create an email campaign in Zoho Campaign, and possibly a social campaign using Zoho Campaign. Now, email and social campaigns are activated independently of CRM Campaign. Only Leads and contacts are the links. How Campaigns and Social (and results) can be links to Campaign and see the Cost, Revenue of this Campaign?
disabling or editing Quick contact form
Hi, When creating a new opportunity, when selecting associate contact, you can create new contact from the last link of the dropdown menu. Problem is that the Quick Contact form doesn't follow our workflow: To be on the Contact list, all fields have to
How can i upload a file using ZOHO CRM V2 to my image file upload Fields?
Please help me in uploading a image file to my Zoho CRM (Potentials) with custom layout using ZOHO CRM API V2 . I am inserting all text data using ZOHO CRM API V2 but facing problem in uploading a files to custom File upload fields . Thanks
Product tab not showing in Zoho Crm
Product tab not showing
Is there a way to automate a follow up email after jobs completed?
Hi All, We run a consulting business where we would love to setup an follow up feedback email automated to clients one week after services are completed. Not necessarily after invoices are created as sometimes they are created before the job. Is this possible? Thanks, Wade
When to use newsletter sign up in CRM vs sign up form in Campaign?
We have both CRM and Campaign modules. We want to host a sign up to our newsletter form on our website. When do you use CRM newsletter sign up form vs sign up form in Campaigns. The challenge is I need to ensure my CRM is kept up to date as master database. Please advise best option.
Adding User to CRM Issue
Everytime that I try adding a user to our CRM app i get a message saying "User is already present in another system" Is this a problem because she was using a trial version? What can be done to fix it? Thanks
How to Determine ContactId for a Lead Conversion
I need a workflow rule that calls a webhook when a Lead is converted. At that time, I need to know the Leadid and the ContactId for the contact just created. Any idea on how to get this information, there doesn't seem to be an event for Convert and on the Create of a new Contact, the leadid is not known. However, in the data backups, there is a file called ConvertedLeadRecords_001.csv that contains what I am looking for. Has these columns; Convert Id Lead/Prospect ID Agency ID Contact ID Deal ID
Gmail on IPad Sync
Hi, I just started using Zoho on my iPad. I’m unable to see emails that I normally see on my laptop. Is there some type of configuration I need to do? I started doing Zoho Mail and then it started trying to ask me to setup Zoho business mail from my domain which didn’t seem right. Thanks. Kevin
How can i make a create quote/sales order from a record button?
If anyone has already acheived this what script did you use?
Exporting selected contacts
Why can't you add the ability to select a group of contacts and exporting them to a CSV file directly instead of having to go through the extra step of creating a report first? Very annoying!!!!
integrated product master between crm and inv/books
Hi, Can we have an integrated product module with all features of crm, available in books? currently they are different. the integration bridge provides us an interface to open z books in z crm and actually not integrating at module level
Match up zoho id of inserted record with inner id of record
Hello, I am sending contacts to zoho, and after I execute an insert request I wanna match up the received zoho ids with contact ids in my DB and know which zoho id stands for which contact id in my DB. Please, let me know how can I do this. Regards, Veronika
Dashboard
I want to see how many lead converted to contact and deal based on lead source. How can I do it in dashboard?
How to reset a users password
Hi, Is there anyway I can re-set a users password? I have tried de-activating their account and then re-activating it, in the hope that a new link would be sent to the user from Zoho by email. However that never happened. Thanks Jackie
SalesInbox Sent Emails
When I send an emails from SalesInbox module, the emails go out, and I confirmed the recipients got the emails. But those emails do not show up in my Sent folder, either in SalesInbox or when I look at the actual Sent folder on my mail server. Using standard IMAP/SMTP privately hosted mail server. How can I get Zoho CRM to record my sent emails?
Twitter reports not picking up all content
Hey, I was wondering if anyone could help me out here. I know I've posted more tweets that are being read in the analytics report - i checked on Twitter's analytics and the issue isn't that they are retweets or replies, or even things ating someone: I filtered to find out whether ating someone led to the tweets not being counted and the numbers don't add up. These are actual direct tweets and they also show up in posted tweets. Anyone have any idea why they're not being read? I've looked in settings,
invalid code during oauth
Hi, I'm using CRM API 1.0 and now I'm trying to upgrade to 2.0. My application is for a single user, and it is creating/updating contacts and leads based on events in the PHP server. I created a zoho client application and got client ID and client secret. Then I clicked on "self client" and got grand token. Now I try to get thew refresh token and I failed. I tried sending post: https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code
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