How can i add a 'Send Email' button to a module?
Id like to be able to send mail from a record in the deals module amongst a few others, is there an easy function that can trigger this?
Organizing Leads for each year
I am trying to organize my leads for each year. Some leads were a great opportunity for 2019 but I need to classify them now for 2020 to see the new status. I am only using the accounts for current clients so we do not use the accounts section. I dont want anyone accidentally calling a current client and that is the reason for moving them to accounts. so for leads what is the best method to see the status each year or classify them so that we dont have to go back through each one at the start of
Integration of ZOHO CRM with MySQL using PHP without any third party application
I have account of ZOHO CRM.when i get the lead from facebook adds to Leads in my ZOHO CRM also at the same time the record will get created in MySQL Database(My Local Database) with same values and i want to do it using PHP Code without any third party integration (with auto Sync ) please suggest me a some solution on this functionality. i have searched lot of this topic but i didn't get any useful solution, please give some tips to do this.
Send a quote email to a new lead based off of user input on my wix site
Does anyone know how to send a quote email template to a new lead with information that they selected from my site? I have the API connected and I can insert a new lead, I just cant figure out how to send a quote email with html content in it displaying the price of what they selected and the packages they chose. It will also give them an option to accept the quote and schedule a time to have the service completed. Someone PLEASEEEEE HELP! Thank you!
Changing Super Admin
Can you please help me understand how to delete the current super admin and make some one else the super admin. A quick answer will be appreciated.
API V2 search method conditions
Hi! We are migrating to Zoho API v2, and while implementing search records method we have noticed that it lacks "contains" condition in criteria. According to official docs "You can search a maximum of 10 criteria (with same or different columns) with equals and starts_with conditions ..." In API v1 we have access to "contains" condition, which is very important for proper search. It looks like functionality downgrade despite claims about "advanced and powerful" search comparing to API v1. Are you
Self Client authentication in crm
Hello I am trying to authenticate in zoho crm api with self client. But it is still asking redirect url . What is best solution for getting access token without redirect_url ?
Google Contacts Sync
I've been using Zoho for more than a year... Last month i found a few problems with my sync between Gmail Contacts and Zoho. We have 2112 contacts in our list. I've created a brand new Google Account just to sync the contacts. Than i went to: Setup -> Market Place -> Google (Contacts) -> Authenticate Google Contacts -> "Choose my account" and click Allow. 1) Google Contacts: My Contacts ||| Zoho CRM Contact: All Contacts 2) Sync Options: Push from Zoho CRM Contacts to Google Contacts 3) Same Contacts:
Custom module with related list does not show related list in shared contact records
The problem: We have a custom module, called "licensing". This licensing module has a related "lookup field" for the account associated with the licensing record. As an admin, when you open an account, you can see the licensing module and related list. For users with "shared records", the licensing module appears fine but empty. When I open an account with a license as the record owner, the license list is "blank". If I open the same account with an admin login, I can see the related records/licensing
Is there a way to track the volume of activity and emails by sales rep?
Is there a way to report on the number of tasks, calls, meetings, and emails sent by reps? It seems this would be a helpful dashboard for encouraging ongoing activity. Thanks!
Link Phone Field from Account to Contact
I'd like to create a workflow rule whereas when I enter a phone number in the "Account" Module for a new account, when I create the "Contact" from within, it will auto populate the phone number. Has anyone done this before, and if so, can you advise? I am not a programmer by nature.
Send notes related to each user action.
We want to send note, related to each user action, in our website to ZohoCRM. I have found many package related to this topic: https://github.com/zoho/zcrm-js-sdk https://github.com/zoho/zcrm-nodejs-sdk https://github.com/isotopo/zoho https://github.com/ZohoDevelopers/embeddedApp-js-sdk I don't sure which one to user, however I tried them with no luck. I've fail to configure most of them. So my question here: what is the best way to integrate our system with ZohoCRM, so we can send notes related
Enable search by phone number in Zoho Flow and Zapier
I'm looking to create entries in CRM but I only have the phone number, I see in functions there is an ability to search by phone number, but I would much prefer to do this through one zapier or flow. It seems a very minor adjustement to your code since you already have the module search by email.
Smart View Layout for Desktop
The CRM iPhone app has a feature called "Smart View" where it only shows fields that are filled in. It would be great to have a similar feature in the desktop view. It would hugely tidy up the interface. We all have a ton of records that have empty fields
Help in Uploading Photo CRM API v2
Hi i am using ZOHO CRM api v2 in uploading images to Leads. I am facing an error {"code":"INVALID_DATA","details":{},"message":"the request does not contain any file","status":"error"} here is my code function InsertImage($access_token) { $file_name = $_FILES['uploaded']['name']; $file_size = $_FILES['uploaded']['size']; $file_tmp = $_FILES['uploaded']['tmp_name']; $file_type = $_FILES['uploaded']['type']; $file_ext = strtolower(end(explode('.',$_FILES['uploaded']['name']))); $apiUrl = "https://www.zohoapis.com/crm/v2/Leads/xxxxxRecordIDhere/photo";
ZOHO api php sdk database
Hi! My DB is on the hosting, and I can't give it name "zohooauth", only "myAccountName_zohooauth". What should I do? Can I write my DB name in some config file instead default (zohooauth)?
Push Notification in Workflows
Hi, I am trying to communicate with my customers through automated Emails, SMS and Push Notification. CRM Plus Workflows allows this with emails ofcourse, also SMS is possible with webhooks via exchange of REST APIs available with certain SMS gateways. If my app also has REST APIs, can I add push notifications as well to Workflows just like the SMS. Thanks Namrata
BUG: Task Reminder - Date Selector Popup does not show (Safari 12.1.1)
With the new reminders tweak I've lost the ability to set a task reminder. It briefly shows and then disappears. I have to delete the current date and retype manually to get the date selector to popup. It works fine in chrome but does not work at all in Safari. See GIF below.
Custom Field Limits
Hi, I really need to have 9 custom field of type 'Dropdown' for Customer object to let customer chose some options from limited set in Customer Portal. The problem is that I cannot create more than 5 Dropdown. I get message: Please check the following Youve reached the maximum limit for the number of custom fields that can be created for this data type. Please let me know if I can add more of them somehow. Also it is unfortunate that the limit is nowhere specified. Thanks, Marcin
Sales Tax Calculation
I cannot for the life of me figure out why the sales tax won't calculate in the quote. I set up a custom Sales Tax of 7.25% in 1 of my products. When I put that product on the quote, it gives the total but shows $0.00 in all the sales tax boxes.
Get data from Sub Form to Main Form
Hi guys, I have been reading around a lot and i cannot seem to get a "Total" value of all sub form entries per customer. The Main form is called Customers and has a field called "Total Cover Amount". THe Subform is called "Appliance Under Cover" and the sub form has a field called "Cover Amount" and there can be multiple appliances per customer of varying Cover Amounts. I just want the "Total Cover Amount" to be the sum of all "Cover Amount" but I can't figure out whether I can do it with a formula
Deal Name Automation
Hi all, I need a help ,When we convert a lead to contact and deal there is a field which is name Deal Name. I want to automation for this field.When we convert a lead to deal ,This field name can take to Contact name and Lead source name.How can we do that? Best,
Custom Function for using one Module to create another Module entry with Subform
Hello, I'm trying to set up a Custom Function to use one Module entry to create another Module entry. I know how to do this already but I'm needing to include Subform values in the new Module entry, and I'm not sure what the code would be for that. Here's the code I'm using: create = zoho.crm.createRecord("Example_Module_1",{"Name":module2name,"Location_by_Name":module2streetaddress,"GPS":module2gps,"No_of_Signs_Dropped":module2count}); "Location_by_Name", "GPS" and "No_of_Signs_Dropped" are all
Poor Integration with CRM and Workdrive
The integration between ZohoCRM and Workdrive is terrible at best. I'm not sure why I can't select the option under a contact's name to create and share/invite the contact to upload documents to a folder. I should be able to create the folder under a contacts name and then invite them to interact with the folder. Workdrive itself is a work in progress and should not have been released in its current form. to share links with third parties the instructions from Zoho explain how to do it but not what
creator related view
Just spent alot of time with support. We have recently upgraded to creator 5 and we noticed a change in the way that the forms show within crm. Let me explain. We have a related list that shows in CRM contacts. It is linked to a specific creator view that shows data in a certain order. When we click on that view it is all great but within the related view it is reversed. We have been told this is the way it is but my staff are convinced before the upgrade the related view was as the chosen report.
im not receiving any emails
I have stopped receiving emails since June 27th. can you help me? I can send but not receive.
Zoho Crm with avaya Ip office Server edition R11
hello, I am a systems manager and networks in a company that wants to install Zoho Crm on Avaya Ip office R11.
I have read your documentation which is clear but I do not find it detailed enough.
I understand that we must download a sdk to install from the dev site avaya, which is not a problem.
however i would like to have more details regarding the overall operation of your adapter and i have several questions.
I never execute scripts on a production environment without knowing exactly what
Zoho CRM Hidden Element for WPForms and Zapier
Hi Community - we are using WPForms for our leads. We integrate WPForms to Zoho CRM via Zapier. How do I integrate the API script via Zapier? Any ideas would be greatly appreciated. Thanks!
Tracking Trends over time in Reports / Dashboard?
Having a hard time wrapping my head around how I would track the amount of Open Deals I have over time. For example, if I generate a simple report showing me all Open Deals, I want a Component on a dashboard to display the amount of open deals there were, per day, for the last seven days. Am I missing something?
registration form validation.
I have a form where I do validation with jquery. when all fields are empty it works, if I fill up only one or two fields anywhere, it is not working as I expect, I guess there is a problem around submission, by clicking on submit button, it should not submit anything until one of the fields is empty. thank you, please help me, frank
More Permission Options
As of right we only have three Permission Options we can set for profiles: Read and Write All Read Only All Don't Show All I think it would be very beneficial if these could be more versatile. For example: • Don't Show (during Edit only) • Read Only (but can still be populated with functions) Maybe others have more ideas? Cheers!
Retrieve Zoho CRM Info links via API
Hi, On the main Project page there is a link showing "CRM Info" which links back to the CRM Account & CRM Potential associated with the Project. Is there any way via the API to retrieve this information? Or alternatively is it possible to get the Project associated with a Potential via the CRM API? I can't find any documentation on either of these. Thanks
Adding an unsubscribe link to an email from Zoho CRM
I was searching the forum for info on creating an unsubscribe link for emails sent from Zoho CRM. There wasn't a helpful thread, so I'm posting the solution that I found in the docs. This shows how to generate the html for an unsubscribe form, which has
Why does the activity Status for calls not filter out completed calls
I am trying to focus on open activities and the calls that I am looking at are closed. Yet they are still showing up on the report.
How to Open a url in a new window, and then have the window re direct to to a different link.
Using zoho functions, and a button, I am working on having a link open and load information into a separate google sheet script, and then I want the window to redirect to a provided web site. get_potential_details = zoho.crm.getRecordById("Deals",potential_id.toLong()); url = "https://script.google.com/XXXXXXXXXXXXXXX"; url = url + "XXXXXXXXXXX/exec"; url = url + "?" + "Lead_Generator=" + get_potential_details.get("Lead_Generator").get("name"); url = url + "&" + "Zip=" + get_potential_details.get("Zip");
Zoho CRM Functions 51: Update Related Records automatically using info from Linking modules.
Welcome back everyone! Last week's function was about scheduling calls to records. This week, it's going to be about updating a record in one module with information from the linking modules, when two different records are linked. Linking Modules Multi-select lookup fields help create many-to-many relationships between records across modules. Linking Modules help facilitate this records association across modules. The records in the Linking Module contains info from the two 'linked' records. More
CRM adding Google Calendar Events for my team
Hello all, I'm wondering what the best way is to port Google Calendar events to my team members when I fill out a "Time/Date" field in the Leads module. My use case scenario: We have Agents who are assigned to meet with a lead at their desired location, after an Inside Sales Associate has discussed a Time/Date. I need the Inside Sales Associate to be able to select this drop down menu, and have it copy this event over to the respective Agent's Google Calendar. Please advise. Thanks!
Create record in LinkinkModule INTERNAL ERROR
When i try create record in LinkingModule responce is {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} data: {"data":[{"Link_Product":"183535000000150906","Order":"183535000000156030"}]}
Run a report based on "Stage History"?
Hey everyone here's my situation. In Dynamics CRM I have Sales Stage, and there's In Progress > ready to submit > order submitted > order complete. I then have a workflow that when sales stage changes to ready to submit, it stamps the execution time in a custom field called "Ready to submit date" and then when it changes to order submitted, it does the same to the "order submitted date" field. I understand I can do this workflow in Zoho but I have Professional edition not Enterprise so I don't
Deduplicating
Hi, Can someone help me? I have accidentally introduced a lot of duplicated Contacts to my Zoho CRM. I did a backup of the whole database and downloaded it into Excel. There were about 10,500 contacts. I then ran a deduplication in Excel of the Contact records selecting for First Name, Last Name and Account ID. This has produced a CSV file of about 7,000 contacts, which I inspected and which found does not have any duplicate contact names. Now, how do I remove the existing Contact records
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