Zoho CRM API v2 invalid query formed error
I am getting invalid query formed error when search criteria contains brackets "(" E.g (Account_Name:equals:ABC (Private) Limited)
Formula field: count the number of open cases related to a contact
Hi, I am trying to create a formula field to lookup how many cases are related to this Contact and these cases are not 'Closed' (status), and return the 'count' value back to the field. Is it possible at all? Thank you!
Sales Orders and Territories?
What is default system behavior for Sales Orders when re/assigning Territories? The help file only mentions Deals and Contacts are affected child records. Do Sales Orders follow the same data sharing rules? Thanks Steve BTW - the requiring duplicate assignment rules for parent-child territories does not seem intuitive...
Custom Function Almost 100%
I have a custom button associated to the products related list in the deals module. When products are added, I can check the boxes next to the products I want, a Create a Quote button appears at the top of the products list and when clicked the quote opens. Everything is working as designed except for one part: All the products in the list are added to the quote. I only need the ones choosen (checked off) to go to the quote. Here is the script. Can someone tell me what is missing to specifically
CRMZoho | Potentials | Field Search
*** In Portuguese/Brazil**** Criei um campo de pesquisa personalizado no modulo oportunidade, para atrelar uma oportunidade na outra, visto que para minha atividade isto é importante, porém neste campo de pesquisa eu preciso buscar 2 (duas) informações da oportunidade buscada, que atualmente preencho manualmente (campos: Apolice e CI), tentei criar uma função personalizada no estilo da função existente na Galeria (Mass Update of Child Contacts) que quando busco a oportunidade preenche os campos similares
CRM Function ... HTTP Response Code and Text
Hi all, I'm trying to use a postURL in a function I created in the CRM. I want to see the HTTP response code and text for the API postURL call to my 3rd party vendor. How can this be accomplished? Thank you in advanced! Here's my current function code ... //Gets zoho merchant id field from the lead record leadrecord = zoho.crm.getRecordById("Leads",leadid); recordid = leadrecord.get("id"); //Get lead data zoho_firstname = leadrecord.get("First_Name"); zoho_lastname = leadrecord.get("Last_Name");
Lead Calling Time Category
Hello there I am new here, so in case this topic already exists, I am sorry, maybe you could send me the link. The case is that my leads are international, some have to be called at certain moments of the day. For example, some have to be called during my very early morning, others late in the afternoon and some whenever during the day. Is there any possibility to categorize or filter my leads in this way? I don't want to schedule each single lead and it doesn't have to be precise in terms of country
Migrate Zoho CRM to another CRM
Hi have placed a request ID #32394054 but yet to receive any input. Due to some changes, there is a need to migrate (backup) a Zoho CRM database to another Zoho One CRM. Any pointers on how to do this as the input to the CRM is only csv/excel file. The backup has multiple csv /excel files. Any quicker way?
Last Activity Time
I am looking to report on last activity time. I know that zoho has a field for this but this field updates the date and time every time i import data. I am looking for last activity time for the last time a sales person emailed, called or created a task. is that possible? thank you in advance any help.
Lead Assigment for Groups
Hi All, I am using another smatr forms(Not zoho forms) I have 3 groups and I want to lead assigment these groups How can I do that.(Assigment rules does not work because I does not use zoho forms)
Community Digest - June 2019
Product Updates Convert your leads from events using Zoho CRM's eventbrite integration Plan and manage your events better by integrating your CRM with Zoho Backstage Check out the all new ready-to-install meeting apps in Zoho CRM Cloning blueprints is now possible - also, add new states to the existing ones and map them The all-new lead conversion mapping for subforms Monitor the finance flow of your event in Zoho Backstage Enhancements in refreshing Sandbox Check out the enhancements
Get current workflow type/action in deluge
Is it possible to get current type/action (create, delete, change) of a workflow inside a custom function? E.g.: If a record is created, worklow calls function a_func(). If a record is deleted, worklow calls function a_func(). Inside a_func(), I do something like: if(workflow.action=="delete") ... if(workflow.action=="create") ... Or do I have to set up two different fiunctions?
Zoho API V2 - Space in custom field won't update
Hi, I have some custom fields in my Products module. Some of those fields have spaces in it (Eg : My Custom Field). When i try to "UPSERT" products via an API CALL all the fields that have space in it won't update. I tried to to do a "GET" call to see what is the format of the field and i found that you are adding an underscore (_) to replace the space. I tried to the same thing when i do my "UPSERT" and it wont work. Any help would be appreciated. Thanks
Does Mitel have a free Integration with Zoho CRM
I am looking to integrate my phone service Mitel with Zoho CRM but looking at a high integration cost. Is there a better solution for this?
Can I customize the Quote Number in the Quote Module?
Is the quote number randomized or is it possible to start the number at a number that would match our internal system?
Lead Scoring should integrate subforms data
For instance, we will add subforms in the lead module from the account module. This lead might be attached to this account > grab info from the account on the lead section. In my lead scoring, it's very important for us to add more points if the account
Too many contacts appear in Account view
When I select an account, the contacts appear at top of the view. For accounts with many contacts, only a subset appears. How does zoho determine which contacts to present in this space? Zoho doesn't appear to distinguish between active and inactive contacts when selecting. Can I control which contacts are presented at the top? I have a full list of contacts further down the view but only want my primary active contacts at the top.
postUrl returns {"responseText":"internal exception","responseCode":"-1"}
Hello, I am attempting to send a post request from a custom button on the CRM UI to a third party server. The response I get is: {"responseText":"internal exception","responseCode":"-1"}. Please help me make sense of this message so I could understand why the request is failing. Please note that the same request works fine in CURL, as well as on the Chrome ARM extension. Moreover, the server logs do not show any indication that the request would have arrived at all, so it seems that the problem
Conditional layouts depending on user Profile
Hi! I want to conditionally assign a layout and the showed information depending on the user profile. Is there a way to achieve this? Thanks in advance for your comments!
Complete Account Backup AND Download
Hello. I have monthly backups scheduled, but now trying to download a Complete backup file and there are no links and no obvious places where this can be performed. When I receive monthly email with a link and I go to this area, I see attached, but No ability to download anywhere to be seen. What am I doing wrong? Thank you.
change of view
i have a lookup, and i want to control which fields appears on the pop up window to select the values, and the pop up where i want to add a new value. How can I control these views? I understand it's about layout...but how do I assign which layout will be in each window? (Main form, the pop-up... and so on). Thanks
Zoho CRM LEADS Conversion order
Hi, i have a use case where i want to perform below actions( in mentioned particular order only) when i click on Convert Lead 1. Create Account --> webhook related to create account rule is triggered 2. Create Contact --> webhook related to create contact is triggered What is happening currently is contact webhook is triggered first and then account webhook is created. I want these triggers to be executed in other way around. Is this possible to configure priorities of triggers or when convert
CRM not picking up LinkedIn when connecting social channels
Why does it pick up our Twitter and Facebook, but not LinkedIn Business Page? Is it an API issue with LinkedIn and Zoho???? They are linked within Zoho Social.
Custom function
Good afternoon I would like to perform a custom function to create tasks to leads as long as the value of a field called "Authorization number" is different. An example of this is: 1. I create a record in the leads module by importing a csv file and create a task that is associated with the value of the field "Authorization number", what I need is that if I re-import the csv file I will not create a task new if the record has the same value in the field "Authorization number" is this possible? If
Bring Sent Emails over from Prospects to Leads
Is there a provision for moving emails sent to Prospects that have now become Leads over to these Leads?
Standard deal name
Hello I would like to give each deal during creation a standard identification let's say "deal reference", that looks the following: {Text}{YY}-#### Text - is just a standard text let say ABC {YY} - last two digits of the current year, so 2019 - 19, 2020 - 20, etc. #### - four digit autonumber Thanks for the help
Include Calls and Events Next Actions on Deals
Currently, open Tasks show under the heading "Next Actions" on the grey header for a Deal. I have clients that use both the Call and Event activities as much as they do Tasks and would like to see all three there if at all possible. Given they are all "Activities" and we are able to see all three in Views, this seems like a good idea, both for consistency and user experience.
One way to change background color in Zoho CRM
I too was frustrated by the inability to change the background color (requested feature for quite a few years). I found a plug-in (firefox for me) to allow by-site color changes to foregrounds and backgrounds. I think it works via on-the-fly CSS alterations. Seems to work! https://addons.mozilla.org/en-US/firefox/addon/color-that-site/ Dave
Problem to insert leads at zoho crm using api OAuth 2.0
On our website we collect data from a form to insert lead in CRM Zoho using OAuth 2. 0. To get the 'code = {grant_token}' from step 1 of https://www.zoho.com/crm/help/api/v2/#authorization-request and redirect me step 2 to accept app. How to go directly from step 1 to step 3 without always requesting user registration? Once the registration is done, it works correctly but it does not make sense to ask for it each time. Attached image, I have been trying for 2 weeks to understand, I need an urgent
Getting Accounts with API using search doesn't have subforms.
Hi, If I fetch an Account(s) without using the 'search' feature of the API I get back the account with it's subform. But, when I use the search feature, the subform data is not the subform object, just an integer. Is there a way of pulling the subforms as well when using the search function?
Email sequence based on created meeting
Hello all! Does anyone know if there is a way to design a macro (orany function) that would basically allow me to schedule a meeting with a contact and, based on the time of the meeting, automatically schedule specific emails X time before that meeting (ex.: I click on the macro and select a date. The macro will send a meeting request based on a template, schedule an email (via template) to be send on a date that is based on the date of the requested meeting (x hours before) and schedule a task to
Automatically sending an email related to a meeting
Is there a way to create a template or workflow where I could schedule an email to be send X hours prior to the next meeting (event) scheduled for the deal?
How to schedule an email based no a deals next event
Is there a way to schedule an email based on that deal's next event? Basically, I want a button or template that would automatically schedule an email to be send X hours before a scheduled event for a particular deal, without having to manually do this.
mail merge - documents available based on criteria
it would be nice if the mail merge documents available to the user could be based on crm data field criteria. example: - if Stage = "criteria" - then show document in mail merge list - if it does not meet "criteria" then do not show document this could help in guiding users to the correct document when using mail merge in a module with many documents need at different stages.
Offcie 365: Attaching email in Zoho to a record other than that of the sender
Is there a way to attach an email to a company or contact record that is not the sender? For instance if i want to attach an email that is regarding an issue I am handling for a client but was not to/from that client, how would i do that in Office 365. There is a way to do that using the desktop Outlook but I do not see that functionality when working in Office 365.
callrail webhook send null Text Message data to zoho crm restapi function?
Hi, i am using callrail and when callrail receive a message it send it via webhook using POST METHOD. I am using zoho rest API custom function to receive the data and put it on a module. but the problem is callrail response is empty | Null . I want to know how i can solve this problem . Zoho should add the test feature just like in Zoho FLOW to test the custom function to see what is coming in the rest API function.
AutoFill Contacts field from Accounts Field
Hi, I have a picklist in the Accounts module called "Account Type" I have a single line field in the Contacts module called "Account Type" I want the Account Type in the Contacts module to be auto-filled with the value of "Account Type" in the Accounts module after editing or creating a contact. In order to do this, I have do the following steps - 1. Created a Workflow Rule for the Contacts module 2. This rule will be executed whenever a contact is created or is edited and repeated repeated whenever
Create Report for every account, show in connected list in entity Account
Hey everybody, we would like to create an individual report for every account and it should be shown on the left side as a connected list. This should be possible by doing a widget. As a consequence, the filter in the report that we are going to use has to be set to the accounts name, how is that possible? It would be way too inefficient to show all the predefined reports and then having to copy&paste the account's name into the report's filter every single time, we would like to have that automized(per
Quote Templates - Creating Dynamic Tables
Hi there, Im trying to create a table in Quotes Templates that is a bit different to some of the standard functions that appear to be available. For example. A quote where multiple pets are travelling to a location, and engaging in different travel plans. Id like a quote to include a table for each pet where true and to populate with the data specific to that pets travel plans, currently i can only create a table for a pet, and that table will exist whether there is another pet available or not.
Transfer account from zoho.com to zoho.eu
Hi, is it possible to transfer my data from zoho.com to zoho.eu ?
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