Function #49: Changing Ownership of Multiple Related Records concurrently!
Welcome back everyone! Last week's function was about tracking refunds and adjusting the sales executive's revenue in Zoho CRM. This week, it's going to be about simultaneously changing the ownership of a record across multiple modules when it is changed in a single module. Business scenario Each of us have our strengths and weaknesses. Someone skilled in sales might not necessarily be better in management. It goes to show that in order to successfully run an enterprise, you need an amalgamation
Call Details field not available/showing for custom functions
Hi all. I thought I would ask my question here. While I don't like it, I understand why we cannot add custom fields to the Calls module. However, I cannot get anyone in support to tell me WHY the "Call Details" field is unavailable under the custom functions. I figured out how to schedule a call in the future - however - since we cannot set the call as SCHEDULED - it defaults to CURRENT - and closes - even thought it is scheduled for the future. Scheduling a task to make a call. Then creating a
Plan and manage your events better by integrating CRM and Zoho Backstage
Organizing an event or a conference involves juggling between multiple tasks under significant time pressure. Making sure that every detail about the event is in place and organized can be arduous, especially if it's a big event and you are trying to do things manually. At this point, an event management application or planner can be a huge help. These tools come with a plethora of features that help you save time and effort, and at the same time, keep you organized. One such tool is, Zoho Backstage—an
how to import Contacts from MAC "Contacts" into a .CSV file and not have to reformat everything
How do I do it?
Php API Bug - PHP Warning when no data returned due to requesting Last Modified data
If no records are returned due to the If-Modified-Since header, the PHP API doesn't handle it correctly In the example below, assume $m is a module: // Get records from the future! $ims = (new \DateTimeImmutable())->add(new \DateInterval('P1D'))->format("Y-m-d\TH:i:s+00:00"); try { $mdata = $m->getRecords(null, null, null, null, null, ['if-modified-since' => $ims ])->getData(); } catch (\Exception $e) { if ($e->getMessage() == "No Content") { $mdata = []; } else { throw $e; } } print count($mdata)."
Appending Variables to URLs in Templates
I use SalesIQ and CRM. When setting up email templates within CRM I'm forever copying & pasting variables to append to URL links. so I can track the user when they come back to my website. It would be great if we had to option to "Append Details" automatically by checking a box. A lot of people would not be familiar with code or what variables to append, this would make it a lot easier. See graphic attached.
Community Digest - May 2019
Product updates Increase in CRM API v2 credits Introducing Setup Page customization in Zoho CRM Plan and manage your events better by integrating Zoho CRM and Backstage Leverage Zoho CRM’s various features built with GDPR in mind, to ensure that you collect and process data. New versions of Java SDK (1.0.5) and PHP SDK (2.0.0) are out! Limits for Functions have been updated, check it out here. Zoho Community Meetups Join the team and your peers at Zoho Community Meetups in
Bug in adding the suggested dashboards from Dashboards section
Hi, There is a bug in the add components section of dashboards and doesn't give any error, instead it keeps loading the screen for ever. please look into this
Email Sequences
Does Zoho CRM have email sequences feature or some another way how to check whether email I sent to prospect was replied to? And if not, could it automatically send a follow up reminder email? There are separate tools that do that, but it would be great to be able to do it within Zoho CRM. Does anybody have a workaround for this?
Why can't I delete contact name field or change it?>
It seems all the other fields pop up the editing pencil icon except the name field
Driving view and actions for accounts with associated contacts
From my perspective Accounts drive everything. Contact are "ride along". So the key action item (send an email, do a follow up , create a tag etc) is always Account first and then select the Contacts associated with the Account to take an action, individually or in a selected group of the selected Contacts, So to my surprise the ability to filter and create a view based on Accounts and then further refine it by contact is not available. The Mass Email feature seems to have this but you cant preview
Equivalent of "Send to Salesforce" email add-on (for Gmail)?
Newbie question here! I know I can send emails through the CRM, but is there an equivalent to the "Send to Salesforce" add-on (for Gmail users)? Thank you!
Trying to synch my Zoho email with Zoho CRM
Hi, We're using your free version currently. Trying to synch our Zoho email accounts with the Zoho CRM. Can't seem to make it work. I went into Setup>Email in the CRM and added my email address. But when I test it by sending emails to and from a test lead, no emails appear in the lead record. Can you help?
How to tell when a Deal has been Invoiced
Hi, hopefully not missing something very obvious here - I'd like to be able to automatically see on the DEAL page when that deal has been invoiced or not (from the INVOICE module). Is this possible?
LINK MODULES
Good morning Team I created a form that tracks visits to my clients. I would like to insert a field in the form that calls for another form. How can I do?
Lead/Contact Capture/Tracking from Events (and ROI by tying to deals)
Looking for instructions or a recommended best practice - We are attempting to track the ROI of our various marketing activities within Zoho, but struggling to do so. Background: The customers who buy our products often engage with us multiple times. Examples include: Visit our Website Meet with a salesman Attend a trade show/conference Attend a roadshow/demo event On the lead/contact form, we can trace back to their original contact method/event (source), but we are struggling to figure out
Deduplicate Leads against Accounts?
I know how to deduplicate leads and accounts separately, but is there a way to deduplicate them against each other? Over the years, we have lots of leads that were not converted to accounts, but were instead added as new accounts. So now, I'm trying to clean up our database and am stumped on how to do this, so we don't have people calling on leads that are already accounts. Thanks!
Change Blueprint Stage for related records
Goal: When record A in Blueprint moves to stage "Green" change stage to "Red" for other Blueprint records where AccountID matches AccountID of record A. From other recent posts *think* this is possible using BLUEPRINT API in a workflow custom function. Any tips on how to make this happen?
Wrong Calculation in Quote
Hi, we are having a major problem trying to set a Quote Template. The Subtotals (Items and Taxes) are incorrect: - Subtotal Items is exactly the same as Grand Total. - Subtotal Taxes always inform $0,00 (The Item is taxeable and the tax value is 10,5%) Pseudo Quote Example: Item Qty U.Price Total Product1 2 15,900 31,800 Product2 1 9,800 9,800
Unable To Sign In To MS Word
Hi, I have been experiencing problems with signing in to MS Word. I enter my email address and password, it takes a few seconds and then nothing happens apart from a new Active Authtokens starts up. Normally I would have the ability to select a template and then contact on the left. Tried this on a second computer with the same result. Would appreciate getting this sorted with some urgency as I have a large number of quotations building up to complete. Thanks for your help. Chris
Discounted Unit Price (Quote Template)
I run a wholesale business where my products all have a Recommended Retail Price, and then depending on who I am addressing the quote to, i.e. dealers or end user customers, different discounts are applied from this RRP to give them their Discounted Purchase Price. However, when dealing with multiple quantities of the same item, currently I can only find a way to show the 'LIST PRICE', which is my RRP, and the 'TOTAL DISCOUNTED PRICE' which is for the quantity of items being quoted. I would like
PHP Sdk returns "invalid query formed" when searching value with special characters
Hi I'm using searchRecordsByCriteria in v2 api. When I search record by a value with special characters the api returns "invalid query formed". How do I handle this. What should I do with the search value for the API to accept it? Regards!
Invalid Ticket ID
We are trying to post a lead into our account. We have created an authtoken and are using the following posting URL, but we get an "Invalid Ticket ID" error every time. https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=MYAUTHTOKEN&scope=crmapi&xmlData=<Leads><row no="1"><FL val="Lead Source">My Source</FL><FL val="Company">My Company</FL><FL val="First Name">First</FL><FL val="Last Name">Last</FL><FL val="Email">email@mail.com</FL><FL val="Phone">555555555</FL></row></Leads>
Not able ro get lead data
Hi i want to get the zoho lead by using https://www.zohoapis.com/crm/v2/Leads by generating the accesstoken but i got the respnse as { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL", "status": "error" } please help
Linking two modules within CRM.
I work for a digital marketing agency. Right now, whenever we convert a lead into a contact, it will put that lead into the "Accounts" module. What we want, is that whenever we select a project as "Active" under the "Rating" field in the "Accounts" module, that a corresponding record will created in our custom module, "Current Accounts". The idea is that the "Current Accounts" module will contain ONLY our active clients, all based upon whether or not the "Rating" field under "Accounts" is marked
Zoho CRM Plug-in for Outlook gets disabled (Application add-ins)
In Microsoft Outlook, the Zoho CRM plug-in for outlook will work while the application is open. Once it is closed and reopened, however, it gets disabled on the load at startup. This breaks the integration for the user. I have the add-in tagged as 'always enable' but the disconnect keeps happening during the start up behavior. Any ideas about how to fix this issue would be great!
Synching from Zoho Calendar to Outlook Calendar
I want to make sure I understand the Zoho-Outlook calendar synching process correctly. The Outlook plug-in settings are shown in the attachment Capture.JPG. The box to automatically sync changes in Outlook calendars to Zoho is checked Note: In addition to the Zoho category, which is checked, there is also an Added to Zoho category that is also checked If an Event categorized as Zoho is created in Outlook, that Event will automatically sync to the Zoho calendar If an Event is created in the Zoho
Outlook Plugin Issue
My client has installed the Outlook Plugin Version 2010, 2013 & 2016 32-bit with their Z-CRM Plus. A couple of users are complaining that their Outlook is displaying a spinning wheel in the right side (Zoho integration), then eventually freezing their Outlook all together. Is anyone else experiencing this? If so, how did you resolve the issue? I might also want to add that their Windows and Office are hosted. Thanks in advance for any feedback.
Save Invoice-Template in Invoice itself
Hi, I have the following problem: we have three different types of invoices. Each type gets rendered differently, so we have THREE invoice templates. Now, when we save an invoice, I'd like to be able to save in the invoice as well, WHICH template it should use when it gets printed... How should I solve this problem? Cheers
Workflows between Contacts & Deals module
Hello, To begin, we have renamed the Contacts module to Clients and the Deals module to jobs. We are implementing a external asset tracking system with barcoding and Zoho and we wanted it to be able to update the Jobs module via Zapier, but we can no longer update a module entry (ugh.) But we can trigger an update to the Clients module! However, it won't allow me to create a field update in a workflow when starting with clients in Jobs...only Accounts and Vendors. Can I custom function help
Created_Time question
I'm a bit confused'bout something while using the Rest api. When querying Deals (Module), part of the json properties returned is something thus "Created_Time": "2019-03-01T08:19:10-08:00", What I'm not clear about is ..is this date above GMT but the data was created from a timezone that's 8hrs behind GMT or is this date/time 8hrs behind GMT? thanx
GDPR: A year down the line
It's been a little over a year since the GDPR (General Data Protection Regulation) was enforced across the European Union. It aimed to give more control to the residents of the EU over their personal data and hold companies accountable over how their customers' data is being used. The numbers don't lie, it has been effective in increasing awareness amongst customers as well as making companies more conscious about respecting their customers' privacy. Over the duration of the year the regulation
want to create a quote from deal based on criterias
Hello, we are selling residential properties. I want to populate a quote from deals based on 2 or 3 criterias (number of rooms, project, state). is there a way to do it ? regards,
Search API not working - throwing 204 Error
I'm using Python SDK to search on Contacts Module module_ins = ZCRMModule.get_instance('Contacts') search_result = module_ins.search_records_by_email(self.email) record_ins_arr = search_result.data it was working but suddenly it's throwing 204 Response error_content: INVALID_DATA-The given id seems to be invalid.. Error Details::None Access token is working fine Scopes are: ZohoCRM.modules.all,ZohoSearch.securesearch.READ,Aaaserver.profile.Read What is the problem here??
Zoho CRM Update/Delete the Invoice's LineItem/Product Details
Hi Zoho Team, How do I update/delete the line items/Product details of an invoice. I'm using this sdk below: https://help.zoho.com/portal/kb/zoho-crm/developer-guide/server-side-sdks/php-sdk I'm only able to create an invoice and add line item to it, once I save it the line item is also saved, this is working correctly. But the problem is when I want to update/delete the added line item of an invoice, I cant find a way to do it in the documentation of the php API sdk. I tried to dig in the sdk itself
Potential id
I know that potential id's exist because I can see them when I use sheet view, but I cannot get them to represent in views or reports... help?!
"Call" Module - wish it was more customizable
For instance, we don't really care about duration and when you are adding a call you have to choose "call details" before you can choose inbound/outbound, so i would think it should be above it
Unable to import deals with Closing Date
Hi, I am trying to import some deal rows from an excel file. It asks me for a Closing Date column and I have two problems - 1) Even though I have populated this column on my excel with a date, the import keeps rejecting them (skipped) and the error reason is that the column value is being picked up as empty 2) I actually in the first place don't want to enter dates for this column for all rows since not all my rows are closed yet - but it seems that column cannot be empty Can someone please help.
Create a deal for a lead
I need help. I know I can create a Deal for a Contact but can I create a Deal for a Lead (before converting to a Contact)? Also is there a way to automatically add the Quote created in a Lead record to a Contact record during the conversion of a Lead to a Contact? I really need help with these questions. Thank you for your help!
date zoho crm
An extra day is required in the current data field. Example: There is data field A format "day / month / year and 1 data field B" day / month / year "but plus 1 day from data of field a
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