Workflows & Lookup fields
Is it possible to have a workflow that changes a lookup field on an account form to assign the Contact just created/edited for an account that has the role of manager as the value for the lookup field rather than the user having to select a contact from the account record? Mind you I have just realised that wouldn't probably work as you might have multiple contacts created that had manager set as the role. Stumped now.
Account note report - duplicate data
We enter notes to the accounts and we prepared an automatic report that sends the notes that are entered today. But, some notes are listed 2-3-4 times duplicately. The query is very simple, we just take the notes and order by note creation time but in report the same note is shown several times like the screenshot below.
How can I update a field in my CRM from a survey?
Hi, I have leads that are created in my CRM. I would like to automate a email or a survey to the lead to ask them if they would like a demo. In the best case scenario, the lead would have 3 choices. A) I would like a demo B) I'm not ready now, please contact me later C) Not interested, please do not contact me When the lead would choose one of these options, the response would update a field in my CRM. Then I would be able to add an automated process upon the choice the lead would make. Is this
Custom function: Create Projects while winning Potentials: how to enter the argument "AuthToken"
Hi, I've connected CRM and Projects in a Zoho One environment. In CRM, when a stage is changed to "Value Proposition" i would like to create a project. I've set an automation rule "Create Project upon Stage Update" to do this. A an instant action i've selected the custom function "Create Projects while winning Potentials." But i can't figure out what to enter in the argument "AuthToken". I would be grateful if anyone could send me in the right direction to find the answer. thx for your feedback!
Python SDK: how to properly manage access token?
Hi, I've a python script that updates quite some records in my CRM. The script takes time to complete so it happens that the access token expires in the middle of the script and this might cause an error (sometimes the refresh happens automatically, managed by the SDK, usually for reading, but sometimes not, especially when writing) so the script terminates (gracefully, every operation is in a try block). The question is: how to properly handle the access token to avoid such error? Actually the SDK
How to create a workflow to remind reps to check in X days after the last checkin?
How do I create a workflow that will trigger the creation of a task X number of days after the last check-in? What do I set for the task and what trigger do I use in the workflow? Checked in status = Not empty? with scheduled action for X days? But then I suppose the problem becomes if they do check-in at some point before the task is created there will still be tasks created to remind them from the first check-in! Any way around this?
Change Contacts Preview on Accounts page
Is it possible to alter the fields on the Contacts related preview on viewing an Account? It would be handy to have the Contacts role displayed there, so you can quickly click on the contact that is "Manager" for example etc... without having to scroll down the page to find which one that is. The same needs to be altered on the mobile app. See pic below of the web version:
Auto-Fill fields from one module to another
I'd like to auto-populate a multi-select list field I call "Region" in my Deals as well as in my Contacts from the Account Name in those modules based on what's already in the Region field in the Accounts module. How do I do that? I'd like to do it for all existing records but also, if when a deal is created or contact is created. I'd also like to auto-fill my a picklist field I have in Contacts called "Contact Type" with what's in the "Account Type" field in Accounts.
Zoho Calendars sync to Android Devices
I could sync only one zoho calendar to an android device (Honor 8X) original calendar apps but not other calendars. Is there anyway to sync also other calendars into the calendar apps on android device like the possiblity of sync into apple calendar apps.
Refresh Token Generation through AWS Lambda?
We have a client that uses Zoho for both CRM and Invoice. We are having issues generating a refresh token and haven't been able to find much help in documentation. The function to request the tokens are in a function in AWS Lambda which another developer created who somehow generated a refresh token and is being stored in environment variables. He has since left the company but we pinged him and he doesn't remember how he actually created the refresh token. Any clues? Unfortunately the client is
CRM Form - Not Responsive? Any Tips?
Good Morning- I'm new to Zoho and REALLY loving it. Awesome platform. I've ventured into adding a Zoho CRM Form to my web site. But, I've noticed they are not responsive. Any tips/tricks to adding a form to a web site that is designed to be viewed on mobile devices as well? Thanks!
Custom Module Multiselect Dependency Field Require None
How do you get a child dependency field to have a -None- value? I have a couple of dependency fields on my custom module, however, when dependant options are set and the first dropdown changes, the first option of the dependant field becomes the first option in the list instead of -None-, meaning the user can just click save without being forced to choose an option. You can't create your own -None- as thats not allowed, and there isn't a -None- value to select when setting dependant lists to force
Deal Stage Group Fields Tracks When Deal Stage Is Changed - But I cannot sync this with closing deal date (zoho standard field)
Hi Fellow Zoho Enthusiasts Alike I have an existing ticket raised with zoho crm support : Re:[## 30806698 ##] Hi I have a ticket raised Re:[## 30601863 ##] I have a rather simple issue. We are a travel wholesale company and we do packages We have customised deal stages across the following (quote formulation, initial proposal.....closing sale) Closing Sale value = Won deal The deal stage modified is a group field in Zoho at deal level. This logs when every stage update occurs and the time stamp
Zoho CRM Training for Developers, Chennai
Hi Developers/Software Programmers, Here is a great opportunity for the Developer Community to learn the programming elements of Zoho CRM. We have planned to organise a 4 day full-fledged classroom training in Zoho's Chennai office. This intensive training will enable the developers to build additional functionality in Zoho CRM. It is scheduled to be conducted on 22nd - 25th Oct, 2018. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises,
how can i email contact with anpother email adress
i have a problem concerning emailing to contacts if i choose all contact and want to sen dan email i only can send the email by my primary email adress but i also installed another email adress how can i choose that one?
Contact To Multiple Companies
I have some Contacts with multiple Companies. Can I assign one contact to multiple companies? Thanks
Posting numeric field type is it possible.
I'm trying to post numeric type value through api, i have a a numeric type filed when i map it to post it it trough an external api. it comes as a tring value. How can I retain the value type to numeric? example of what i'm trying to do... ...... header2Map = Map(); header2Map.put("Authorization","Basic " + base64EncodedLogin); /////REQUEST DATA MAP///// request2Map = Map(); request2Map.put("data[agenda]",ifnull(GSI.get("Agenda"),"")); request2Map.put("data[assureure]",ifnull(GSI.get("Assureure"),""));
Adding up custom fields
Is there a way to add up custom currency fields in Zoho CRM to produce a figure in another custom currency field within a potential - without having to do it manually? I know we can do this for reporting but we need separate revenue streams for one potential and it would be really helpful for financial reporting if this worked.
Zoho remind me if a VM is not returned
As part of logging a call (versus separately setting up a New Task), is there a function for Zoho to remind in X days if a voicemail I left is not returned? This would be similar to the Boomerang app for email. Thank you.
I want to sort the search results and get the latest records
I want to search the set items of the quote, get a list of matching records, and get the latest record ID among them. But the script I wrote does not work well. Please tell me how to do it. results = zoho.crm.searchRecords("Quotes","(field15:equals:aaaaa)"); for each record in results { create_time = record.get("Created_Time"); create_time.sort(true); info record; } info record;
Vonage Telephony
I am experimenting with various telephony providers for Zoho. Before signing up for a trial account, I am just wondering if anyone knows where it is possible to "assign" an anonymous or unknown number caller to a pre-existing lead / contact on the Vonage integration (this can be done on Ringcentral). Thanks
Auto-populate fields inside subform in Zoho CRM
Is there anyway for us to auto-populate under a Subform inside Zoho CRM? I wanted to have that process executed when an update or a new entry is made on a specific field. But I'm not sure how to do that since I can't find one function under the Workflow Rules unless I dive in deeper to create a function of my own. Please help. P.S. If we do have a template or a sample for that solution, it would be nice.
ZoHo for MS outlook for Mac
I wish to run ZoHo on a MacBook Pro on which I have MS Outlook for Mac 2011. I am not able to run the plug in. Any thoughts/ John
Updating assigned layout for modules does not work
I configured a custom layout for the leads & customer modules, but it does not work or update. I already assigned the right layouts to the assigned user profiles. Can anyone help me out?
Automatically move products to another field/section
Hi, I wanted to know if it's possible to move a product to another field or section based on certain criteria. For example, if a product is marked inactive, I want that product to be moved to a section called inactive products. Is that possible and if so, how do I set it up?
Email Notification
Hello Friends, I have custom module "Service" there is a field "Expire Date". I want to send email notification before two months of expire date. Kindly help on this.
Record Caching
Hi I am a previous paying customer to zoho products, and I remember this old issue... I have started entering records (not import) but none show up when I conduct a search, what is it I have to do to get it to cache all the records so they are searchable and show up as I know they are there I manually typed them all in. Please just simple answer to my question; it's a simple question (I know what it's like on these forums too and how you go round in circles with zoho customer service). It maybe
multiple enterprises for a single contact
I would like to know if I can associate multiple enterprises to a single account like I do for the first one, choosing by a research field that search on enterprise record. Is it possible?
How to insert data in SQL database from Account Module ?
Hy Zoho , We need to create records in the SQL database whenever any record creates in Account Module or any Lead Module Entry converts to Account Module then also . And need to updates that database it self whenever there are some changes take place in any field/fields in Account Module. And yes we don't wane use any third party app for this . Need to insert data in SQL database from ZOHO CRM using php or any other API or similar. please briefly explain or can send me documentation or video too
How to create a Task associated with an Account by using PHP SDK?
i would like to ask some problem like this. when i want to create a task associated with Account infomation. so i write these codes. $rest = \ZCRMRestClient::getInstance(); $record = $rest->getRecordInstance("Tasks", null); $record->setFieldValue("Subject", "example title"); //... $responseIns=$record->create(); $createdrecord = $responseIns->getData(); $account = \ZCRMJunctionRecord::getInstance('Accounts', $data['account']); $createdrecord->addRelation($account); then. i catch a error message " the
CRM API V2 advanced searching
Hello, We had been told back in 2017 that there would be some advanced search capabilities added to CRM API v2, but have not heard anything more about it? Can you give us an idea on when that may be released? Thanks. Bryan Hunt
Zoho Telephony
I am presently looking at integrating with one of the telephony providers. I am trialing Aircall but I was wondering if any other the other providers have an even tighter integration? Which provider's integration is the gold standard? My main query is about how to assign a incoming / outgoing call from a number which is not in CRM. Is there anyway to capture this (either with Aircall or another provider) and add this to the contact record? For example, if a customer calls us from an unknown number,
Merged data
I have a database of about 500 customers. Last week we noticed that some of the addresses had been merged into one field. It had been previously in 4 different fields. All had been converted to contacts with the proper fields. Can anyone help?
Getting too many spam entries
Hi Everyone, we have facing problem of spam entries on Zoho. Zoho team support suggested to use google captcha and I have changed captcha in my web forms but still getting same fake entries.Please help me to solve this issue.
insertRecord to custom module via xml with multiple lookup field
I created a custom module with the miltilpe lookup field to Product module. How do I insert record with multiple products via xml? It's possible?
Schedule SMS
Hi, Please could someone tell me the best and free way to be able to schedule sending SMS's as part of a date based workflow? I am in the UK. Many thanks, Ali
Poor Contact Management
CRM has an extremely poor contact management system. Why cant Zoho get this one basic feature right? Why do we have to have multiple databases for contacts throughout all of your apps its very frustrating and annoying. Freshsales have the ability to auto populate contact details with social profiles etc, and remove duplicates automatically. Even full contact integration would be a bonus. I am extremely frustrated with multiple contacts in Zoho Desk, Books and CRM. You have the app Zoho Contacts why
Data is not being passed from web form to Zoho Leads screen
Hi all I have a custom form on my website (not a Zoho 'webform'). When a user submits the form; form data (customer name, email etc...) should obviously be passed to my Leads screen. I have this working BUT - for the life of me - cant get all of the fields in my Leads screen populated!! I cant think why this is. (Ive tried many different things). I dont understand why some fields get populated and others dont. The form submits to some php script which includes the following code (Ive hardcoded the
How To Sum Multiple Fields of Related Child Records in a Parent Record
I have a module called Pay Periods, and each Pay Period links to multiple Timesheets. Within each Timesheet, there are the following fields that I would like to aggregate in the associated Pay Period record. They are "Approved Hours", "Pay", "Bonus" and "Reward". Using this tutorial, I was able to come up with the following Deluge script. When I created the script originally just to sum the "Approved Hours", it worked for a single associated Timesheet. But now I can't seem to get it to work for all
WHMCS and Zoho CRM
How can I integrate this?
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