Feature Request - Upsert method
Hello, Please could you consider adding the field(s) provided in the duplicate_check_fields parameter of the request to the record summaries returned in the response data array. For example, for the request: msg.payload = { 'duplicate_check_fields': ['My_Field_Name'], 'data': [{}] } The response payload would look like: [{ "code":"SUCCESS", "duplicate_field":"My_Field_Name", "action":"update", "details":{ "Modified_Time":"2019-06-12T15:15:01+01:00", "Modified_By":{
How can i easily send contact information through gmail
Hi, I work with different external consultants who need to get sometimes the contact information of a contact in my Zoho crm. How can i send them through gmail the contact information? kind regards JP
Invalid oauth scope error when trying to read campaigns
Hi there, We are using v2 of the Zoho CRM API, and requesting the scope ZohoCRM.modules.campaigns.ALL during the authorization. However when we try to read the campaigns in the account (using the URL https://www.zohoapis.com/crm/v2/campaigns) we get the following error message: {"code":"OAUTH_SCOPE_MISMATCH","details":{},"message":"invalid oauth scope to access this URL","status":"error"} Is there anything we are missing? Many thanks, Luis
Blueprint Status Repetition
Is it possible to repeat the same status multiple times in a blueprint? For example, I have the following available status: A- Project Request B- Management Review C- Project Planning B- Management Review D- Prototype Development I want that between A and C to be a status B - Management review (not a transition, since I want to be able to have transition between A and B, and B and C), so I created a status Management Review. So far so good. But now, between C and D I also want to have the same exact
Integration of email
How do I integrate my email with Zoho and sync it with Office outlook. I had sent this question through but received no answer. Do I need a new ap or do I have what I need in the free version. I do intend to upgrade. If I do not have the means currently to do that what package do I NEED TO UPGRADE TO.I am hoping I have what I need to do it currently. I really like your CRM and I am a long time maximizer and sales force user. Thanks in advance for your help.
Email issue
I set in CRM a department shared email form which I want my men write to their contact. It is fine but if a contact reply to the same email, the answer will not appear in Zoho. I can only see sent email but not the "inbox" ones... Can you help me? I want having 4 account, each for my guys. Each guys must receive, on shared email, only messages from contacts whom he is the owner and answer to them. Is it possible? Thanks
Unknown lead source - WEB RESEARCH
I have been receiving leads with the sources tagged as "WEB RESEARCH", while the source is never on my list. Please assist and explain on the source of "WEB RESEARCH". Thank you.
CRM is not saving any changes
I have made changes to my leads and refreshed the page to no avail. The changes are not reflected. Is anyone else experiencing this?
Zoho CRM Tips and Tricks for Real Estate
Invoices and Bills: Create invoices and bills as soon as an order is confirmed and include details like reference number, date, billing address, property type, broker name, and terms of payment. Invoices are created directly from contacts and deals. Automatic invoice creation helps customers by ensuring that they have all the information they need. It helps agents keep track of payment. It's easier to send copies to all parties concerned directly via CRM and keep a record for future reference.
Sharing
Unless I am missing it, there is no button on this announcement to share with other users or employees. In the future, it would be nice to have that. Thanks! Joe Reynolds VP Sales USA Planet Cellular
Vendor Module
I'm on the free version of CRM. Is there a vendor module? I dont see it anywhere but maybe that module isn't available in this free version? THanks
Leads conversions for Direct to Consumer sales
Greetings - I am in the individual insurance business and am working on implementing Zoho CRM (One actually) for my business. So far it's been pretty easy and required only a few long nights of head scratching to bend the platform to my will. I've read several threads here about lead conversion and pipeline management but I'm still not seeing a clean solution offered. We use Leads as leads - individuals come in and they are created as leads. We don't use Deals or Accounts at all because an individual
Synchronization
How do I enable calDAV in Zoho and on my Apple I Phone Thanks in advance for your help
Ready-to-Install Online Meeting Apps for Zoho CRM
Great salespeople love to have a meaningful impact on the companies they work for. But, we know, selling is hard. And administrative tasks such as scheduling meetings take a lot of sales reps' time, making the closing process longer and harder for sales reps. From online sales presentations, to client calls, online demos, video chats —there's a lot of meeting for salespeople to attend, and, as simple as it may seem, scheduling meetings is a time-wasting activity that requires switching back and forth
Download CRM Record as a word Document!
Hello all Zoho Experts, How can I download the CRM record as a word not as a PDF? This is my customer requirement. Kindly help me in knowing the possible ways to download record in a word format!
Inherited field values
Is it possible for a field to inherit its value from another field? For example: In my Companies view, I have a dropdown called Industry. In my Contacts view, I have a similarly named dropdown with the same possible values. Is there any way for the Contacts.Industry dropdown value to be the same as the Companies.Industry dropdown? In other words, a contact will inherit the industry value for the company they are associated with. Many thanks in advance, Jim
Phone system to integrate with Zoho CRM
I am looking for phone software that would allow my agency to do the following within Zoho CRM: Make calls from zoho Track calls and notes Leave pre-recorded messages after reaching voicemail of lead Only 2 members, so need company who will allow just 2 seats I have looked at Ring.io, but they require 5 seats minimum. Cloudcall looks promising, but wanted to see if any others on the forum had any experience with this. Thanks Russell
How can I add a new workflow rule for invoices module?
Hi, I'm going to develop new extension for invoices module. I wanna call other API When save invoices record. Hence, I have to add a new workflow rule for invoices module. But "Invoices" does not appear in the module list. How can I call API When save invoices record? If workflow rule didn't support for invoices module, please show me any other way. Thanks
No 'Participants' field when creating an Event
Zoho CRM Enterprise edition, 9 users, part of Zoho One. When I create a new Event on a Contact, there is no Participant field - I've checked the layout - it's just not there. What am I doing wrong? I feel like I haven't enabled something, somewhere else. Thx for any help, Kevin
Force sync between CRM and google contacts?
Or at least change the time scheduled for the next sync? I've just added some contacts to my CRM and am set up for just one-way sync to my google contacts. I just added a contact to my CRM and I want the google contact base to be updated immediately. How can I make that happen?
searchRecords API Method - Criteria
Hi, How can I call searchRecords API method with Criteria of Modified_Time and Created_Time fields? I need to get those records which are Craeted or Modified AFTER the passed date/time value. Please help. Thanks. Regards, Touqeer
FORMULA FIELD IF
Dears, how are you? I have problems with this formula, could you help me? It returns "our string is either missing its quote marks, or it needs a comma separating it from another value." If(${Buques.Terminal}=='EXOLGAN',Subdate(${Buques.Fecha de llegada},7,'DAY'),Subdate(${Buques.Fecha de llegada},5,'DAY')) Were ${Buques.Terminal} = pick list value ${Buques.Fecha de llegada = date value regards,
How to I authenticate my spectrum domain with ZOHO?
Hello, Ive been trying to figure out how to authenticate my domain for the past 12 hrs and I only get errors, my webhosting breaks or my emails stop working. Can someone please help me?
Multible Accounts for Contacts?
I have contacts owning or working for multible Companies or Startups. Is it possible to Link a Contact to multible Accounts?
Problem adding relation using PHP SDK
Hi, i have 2 related list inside my Leads : Products' related list (standard module) Developer_Projects' related list (custom module) i'm able to add products to leads using this piece of code (it's a working sample) : $parentRecord=ZCRMRecord::getInstance("Leads","3225419000002017247"); $junctionRecord=ZCRMJunctionRecord::getInstance("Products","3225419000002033149"); $responseIns=$parentRecord->addRelation($junctionRecord); but i cannot add developer_projects to leads using this
Zoho CRM and Calyx Point Mortgage Software Link
Is there an API link to Calyx Point Mortgage Software?
Convert Your Events' Leads Into Customers Using Eventbrite Extension for Zoho CRM
Hey, Zoho CRM folks! Have you ever tried to organize a corporate event? It is indeed managing an event is a massive task and handling the attendee details is even more tedious. As an event professional, you surely know how demanding it can get. We have
New APIs in Zoho CRM—Query API and Bulk Write API
Hello everyone! We are delighted to announce the release of two new APIs—Query API and Bulk Write API. Query API Query API allows you to write your own queries to fetch data from Zoho CRM. Similar to SQL, CRM Object Query Language(COQL) uses the SELECT statement to fetch records. This API allows you to fetch upto 200 records in a single API call. Highlights Query API is based on SQL syntax and is easy to use. Query API supports some major SQL comparators such as like, not like, equal, not equal,
ZohoCRM API V2 - PHP SDK(INVALID MODULE)
Hi I have a problem requesting data on custom module. I input my module name correctly but it says invalid module. Fatal error: Uncaught zcrmsdk\crm\exception\ZCRMException Caused by:'the module name given seems to be invalid' my scope for the self client are ZohoCRM.modules.all,ZohoCRM.modules.custom.all I Don't know whats the problem. it seems like the api v2 is the problem. MY CODE: ZCRMRestClient::initialize(ZohoConfig::getConfig()); $ins = ZCRMRestClient::getInstance()->getModuleInstance("CustomModule1");
Getting zoho approved for use in financial services
Hello- I work in the financial services industry and I noticed that zoho is not an approved crm with my broker dealer Securities America. Upon further research they tell me its just because zoho did not reply to the questionnaire about the platform security
Any plans for VOIP integration
Hi, Any plans for VOIP integration, and I do not mean skype on Vonage I mean a sip client that could be made part of say an Asterisk, Cisco, Avaya, etc phone system. What I am looking for is click to dial from say contacts or (if the CRM app gets added to ZoHo Business) or CRM. An app tied to just Skype or Vonage would be useless but having those as setup options might be useful. Thanks
Finding My Zen with Zoho Desk
In the world of customer experience there is no more important tool for data analytics than your case management system. Over the years there has been so many changes in the space that many have just stuck with what they have known rather than risking something new. Full transparency that was me till earlier this year when I found Zoho Desk. Before we talk about Zoho Desk let’s do a quick history lesson. Having grown up in the Call Center Business Process Outsourcing (BPO) industry as a second gen
Email Templates - Convert from "Lead" template to "Contacts"
Hello - We had our design team create custom email templates. One issue, they disredarged creating the template for "Contacts" and made it for "Leads". So when you go to send an email through Zoho to a contact your email template does not showup. Due to, the template being created for "Leads". I was assuming this would be an easy fix...I'm hoping there's a solution so we don't have to recreate the templates. Would appreciate any assistance. Thanks!
New Template Editor: Your templates, Your way!
Templates are a good way to avoid the tedium of drafting emails. That's why we're here with a new template editor to make the task easier and quicker. Drag, drop, and design templates. Design your template, your way! With the new editor, drag and drop text, images, tables, buttons, and get your templates designed. Choose layouts for text, and add colors to the background of your template. The flexibility in the editor lets you position and reposition elements where you want them to be. Don't want
How can we duplicate email templates between modules
We have many templates we wish to have on both modules- leads and costumers - How can we do it?? If I clone the template it does not allow me to change the module. So how it can be done? Moderation Update: Cloning of email templates across the modules
How to change the TITLE to a select field...
How can I change the default title field from FREE ENTRY to a SELECT field? Since its a system field, it doesn't let me me change or delete it. I want to put in 100 pre-defined titles and have my users select one. As it is now, data entry by a user only creates opportunities for mistakes and typos. Thanks!
Deleted Leads, Accounts & Contacts
What we would like to do is keep the information on a deleted record. I'm thinking of creating a module called "deleted" where with a macro or workflow task we can move the out of the leads into the new module and keep the information. Can that be done? Can we map some of the fields to the deleted module?
Bulk Upload - Many questions.
Hi ZOHO Team, Unfortunately your online documentation on Bulk Upload is not clear and comprehensive enough, so some questions related to that - My use-case is simply this - I have a Custom Module called "Vehicles", which simply holds Vehicle information like Registration_No, State etc. All I want to do, is to be able to PROGRAMMATICALLY upload multiple vehicles into my module using the Bulk Upload API. Question 1 - If I upload the CSV file as per steps given in - https://www.zoho.com/crm/help/developer/api/bulk-write/upload-file.html ,
How do I filter Zoho contacts so that only a subset of them get sync'd with my Outlook contact folder?
Here is what I need to figure out. Say I have 10,000 contact records in Zoho CRM and I only want 500 of them to sync with my "contacts" folder in Outlook. How can I sort or filter based on a field entry within Zoho CRM to select the contacts I want to sync with outlook? I only want the selected 500 contacts to sync. I do this today with ActPro and I need to figure out how to do something similar within Zoho CRM in order to make the switch to Zoho. Outlook uses "categories" but there doesn't seem
Tooltips for Custom Fields
Anybody else out there like to see the ability to add tooltips to custom fields? We are using zCRM a lot more and trying to customize it to fit our needs. This means it gets tweaked every couple of weeks with custom fields and workflows. If I had the ability to add tooltips then it would mean a lot less explaining to users!
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