Zoho Contacts API - How to read user name
Hi, I'm wondering if there is a way to fetch user (to whom OAuth token was issued) details using Zoho Contacts API? Something similar to ZohoCRM GET /user?param=CurrentUser What OAuth scope would be needed for this?
Module to Module Function
Hello, I'm trying to create a function for when a custom module record is created (CustomModule 12 or Time Card). When we create the custom module I'd like a Single Line field to update with the content of a field from another custom module (CustomModule1 or Project). Is this possible? Here's what I have so far: TimeCardsinfo = zoho.crm.v1.getRecordById("CustomModule12",TimeCardsID.toLong()); mp = Map(); mp.put("Project Stage",projectinfo.get("Project Stage")); update = zoho.crm.v1.updateRecord("Timecards",
Quote Line Items
In my quote template We would like a column that shows line items in that quote and chronologically listed. For example Line Item PN Description List Price Qty TTL 1 5890 Spoons $2 5 $10 2 5845 Forks $2 5 $10 3 5810 Knives $2 5 $10 Currently the Line item field in our quote is reflecting the Line item number that the product was entered into the product module.
Can I upload attachments to the CRM in bulk?
Hi, Wondering if there is a way to do a bulk upload of attachments? Thanks Sam
How to searchRecords using ID-based criteria
It seems that the zoho.crm.searchRecords method does not support filtering records by ID-based columns. It works fine on text columns. I created a simple module that has a Lookup field connecting it to an Account. I also created a text field that copies the Account name into the custom module in a workflow (for testing purposes). This works using the text field: devices = zoho.crm.searchRecords("CustomModule2", "(Account|=|Fake Account Name)"); This does not work: devices = zoho.crm.searchRecords("CustomModule2",
How do I set different stages for different potential types?
We have different processes for different types of Potentials. I am seeing a single list of Stages in Zoho CRM. What is a solution or a bypass implementation?
Leads Desctiption
Why are we not able to use a Leads Description as a variable for any automation purposes. We get a lot of junk leads that contain the same keywords that we would like to more easily automate to delete. Any ideas?
How to set up Custom Fields for Contacts
I am new to Zoho and am testing it out with spread sheet data before I purchase it. I uploaded about 300 contacts I found. I now need to add some custom fields under Contacts. I found some advice online to click a GEAR ICON in the upper right select PREFERENCES. Go to CONTACTS sub tab where you'd find the optionh to add 10 CUSTOM FIELDS. The problem is this must be old advice. There is no GEAR ICON that leads to PREFERENCES. I am an expatriate in a foreign country and I absolutely have to track
New UI Enhancements in Zoho CRM
Hello everyone, We are excited to announce that in the early next week we will roll-out some exciting UI enhancements in Zoho CRM. These minor enhancements will guarantee a better visual appeal. The UI changes will reflect in all the modules except: Activities Blueprint Workflow Approval process Actions Schedules Criteria The focus point of the enhancement is that, all the "Line Style UI" display fields are replaced with "Box Style UI". To extend an unified experience we have introduced the "Box
Developing a CRM connector without user possible?
So I got the job to integrate Zoho CRM with a customer application. The documentation tells me to generate a "Self-Client" or how to generate an access token with user intervention, but the system should access the CRM API without this intervention and I am not able to generate a new Self-Client when the other should get invalid. Is it possible to access the API without these? Or is there a work around? I found only SDKs for PHP, Java and others, but not for ruby. Is there a ruby SDK planned?
How to link Sales Orders field to Invoices
Hi, I use Zoho to save Orders from clients and to create invoices. I configured a new field in the Sales Orders section named "number". This field is very useful to write the orders numbers sent by the clients. I would like to display this field in the Invoices section. So, do you know how to link a field filled in the Sales Orders section to the Invoices section ? In fact, I want to see this number in my Invoices section when I convert a sales order to invoice. Thanks in advance. Regards, Brice.
Zoho CRM Tip - 52: How to associate multiple line items to a record?
Is there an easy way to associate multiple line items to a record? For better understanding of what line items are in this context, let's look at Zylker, a company that is doing a travel agency business. In this case there can be a wide variety of travel packages that you are offering to your customers. Each travel package can be considered as a deal and anyone can opt for the travel package they are interested with. The travel packages are considered as "Deals". For each deal there can be
Looking for a MASTER zoho developer
Hi I'm looking for a professional Zoho developer that can absolutely customize my database to make it more efficient. Things I need done: Upon submission of the web form: -automatically create an account (fill the account fields with concatenations and formulas based on the web form fields) -automatically create a contact -automatically geocode the address. -automatically zone the account based on the geocoded address Upon completion of Zoho Subscriptions Form: -Link
CRM setup for different customer groups
We have several different customer groups: - Retail customers (B2B) - Consumers (B2C) - Affiliate partners (B2B and B2C) They all go through completely lead/sales funnels. Hence, information for each group is very much different from the others, e.g. B2C may be a social media source whereas retail customers may be acquired through cold calling. How should we setup these three different customer groups with the corresponding individual data fields?
Indiamart Integration
Hello, Can I integrate Indiamart to zoho CRM, From IndiaMart I get enquiry and leads, can i connect those directly to Zoho CRM ?
Actualización de campo
Como puedo hacer una función que cuando se actualice un campo (campo1), asignarle a otro campo (campo2) el valor del campo1
Community Digest - February 2019
Zoho Community Meetups Quarter 2 - Zoho Community Meetups in Mountain and Mid-west, US Tips and tricks On how to add videos in Zoho CRM email templates Ask the Experts Check out last month's Ask the Experts compilation on Reports and Dashboards in Zoho CRM PartnerSpeak on Zoho CRM Check out Jason's new discussion on tracking UTM Campaign information in Zoho CRM. Useful discussions On using common transition in Blueprints. On retaining email information of a user when he/she is
Can't find sent emails
This morning - I sent an email to a lead. On the CRM page I clicked "Send Mail" - and typed the mail and sent it. Now, when I go into the lead, it doesn't show that I sent any mail at all! How can I see what emails I have sent from within CRM??? This makes no sense to me.
Zoho Integrated Web Form
Hi there, I have an integrated Web Form where I have selected fields that are linked to a layout I have in Zoho. I would like to add some text headings to the form which don't link back to Zoho (for example 'About You', 'About the venue' etc) Is this possible please? Thank you
Arabic CRM Interface
DO you have an Arabic CRM Interface that we can use? Can we customize it ourselves if not there?
Books / CRM Guru in Sydney to help a new user
Folks... we are running into issues setting up Books with CRM.. Hoping a friendly face in Sydney may be available to answer some of our questions.. Getting nowhere with ZoHo support.. Mike ... 0412 369 552
Last Record
Hi, How can I get the details of last record that I have added thru a form ? What parameters I should search for. Thanks for your help in advance. Milind Manohar
Generating access token
I have problems when adding the Client ID as self client, I attached a doc with more detailed, I´m trying to connect with API a webpage I´ve made several tries changing the redirect URL with no sucess on the second step when using the self client to get the grant code
Removing LineItem from SalesOrders with the PHP SDK
Hello, I am having some trouble trying to remove a LineItem entry from a SalesOrders record via the PHP API. Here's how I'm trying to do it: $salesOrders = ZCRMModule::getInstance("Sales_Orders"); /** @var ZCRMRecord $salesOrder */ $salesOrder = $salesOrders->getRecord(3841630000000284001)->getData(); $newItems = []; $salesOrder->setFieldValue('Subject', 'Test change'); /** @var ZCRMInventoryLineItem $item */ foreach ($salesOrder->getLineItems() as &$item) { $item->setDeleteFlag(true); } $response
Zoho CRM Campaign
Can you help to advise as to how to retrieve all contacts under a particular campaign inside the Zoho CRM. I have multiple contacts under that campaign that I have to export out to excel/csv so that I can manipulate the data/info. I tried using the report tab and create a CRM report with the columns that I needed.. all seems well with the exception that i cannot have a column with the accounts name (meaning to say, there's no column title Accounts Name). I reference the available sample report
Security
How do I remove second verification security particularly using my phone. It is stopping me use my account. I am an international traveller. I often need to use VPN because of local restrictions. I have to use a different sim for different countries because of mobile call charges. Often when I have access to the phone required for verification the line is too poor for SMS and clearly therefore inadequate to recieve the spoken code. The information I use does not need the security levels imposed on
Campaigns Module
Has anyone experienced a recent update on the campaigns module that automatically gave them a field (lookups) for a child / parent option for this module??
CRM / Desk integration
Hello all. I'm going thru a trial of several Zoho products, mainly CRM and help desk. Am I correct in assuming that if I add an Account and/or a Contact on the CRM side, this would automatically sync over to the Help Desk portal? It doesn't seem to be working, at least not very well. I have one Account with two Contacts attached. I did a manual sync, and after about two hours they came over. However only on the web, not on the mobile (iPhone) apps. Is my thinking correct? The #1 reason I'm
How long for Super Admin change to update in the CRM?
Hello Originally when I set up Zoho services, I set the Super Admin as an admin@ email address. I then set up a separate personal address for me at camilla@ and one for my sales guy at bryce@. I trialed the free version of the CRM with three users: admin@, camilla@, and bryce@. Now, I want to subscribe to Zoho CRM Professional and pay for just two users - camilla@ and bryce@ - as I won't be contacting clients through the admin@ email address. I have since changed the Super Admin on the organisation
Cold callers: views and training
How much information do you show to low-level cold callers? (not sales staff) How much training do you give them on Zoho CRM?
Can i downgrade from Enterprise Trial to Free Edition of Zoho CRM
Hi all, Currently in the process of evaluating several CRMs, have shortlisted to two, Zoho CRM and another package. Have signed up for trials in both. Currently trialing the Zoho Enterprise CRM edition. I just wish to check, at the end of my 14 day trial, can i downgrade to the Zoho Free 10 user edition? wanted to know before I spend the time importing data and going any further on the Zoho CRM Enterprise Trial. thanks in advance to all for your help! Regards, David
Auto Updating Quote Price in Potential from Grand Total in Quote
I have tried a few times to create a custom field in the Potentials object that reads the Grand Total from a Quote or Sales Order. Unfortunately, I have not been able to get this to work
CEO default role when join CRM
Hi folks, Just paid and signup and login to ZOHO CRM. Everythin looks great. However, my name account is the "Super Admin" which is can be expected as I am the charge for the Application but by default I am the Role of CEO... I cannot change the role of CEO as it is a System defined field? Why did they choose CEO not something like ZOHO Admin or somthing like that? I have to create all the users of the Sales team and included the REAL CEO and show a demo to tomorrow with the basics. My boss the CEO
API V2 filter module by id > X
Hi guys, I'm working on switching from API V1 to V2 and I can't figure out how to filter by id greater than Y and some field greater than X. I have this URL I'm calling: https://www.zohoapis.com/crm/v2/Potentials Found this: https://www.zoho.com/crm/help/api/v2/#ra-search-records But it seems to be comparing fields as strings. Tried: https://www.zohoapis.com/crm/v2/Potentials?criteria=((id:starts_with:1337533000014326017)) But it's still returning the id I give as a parameter and not doing an operation
Need to be able to display more than 100 contacts at a time.
Really frustrating that its not possible to display more than 100 contacts at one time.
Set up Zoho CRM to auto-dial in Skype
How do I set up to auto-dial to Skype from Zoho CRM
Zoho Creator API no longer accepting POST requests to update data
Hello, I'm attempting to make an HTTP POST to a form which was working previously however over the last few weeks it would appear that things have stopped working. We don't entirely know why, so I'm curious to know if something has changed on the server side that is causing the update requests to get rejected. Here is my request POST https://creator.zoho.com/api/escarpmentlabs/xml/db/form/Orders/record/update BODY (Copied from Bulk Editor from Postman) criteria:Order_Number=203328 Notes:What is going
More than 10 contacts visible in Accounts ?
I have Zoho Enterprise If I am in Accounts, say a company with 25 contacts, I see only 5 on the screen, can I go to "a next Page" or increase the number upto the number of linked contacts. Thanks William
Zoho API - v2, searchRecords by Created_Time
I need to find records which are added After a certain date/time. Can you please help me that how can I build a criteria to find that data using the searchRecords method. Thanks.
Enterprise API limits
Hello! I am using API v2.0 and have bought enterprise pricing with 500k credits/month according to the documentation. But yesterday my requests were banned. And today, I still have TOO_MANY_REQUESTS response. API credits usage page says that 36000\23000 credits were used. But why limit is 23k instead of 500k? More than 12h were passed, and I still have this ban, when will it end?
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