ZOHO CRM locking up
Hello down here in Miami FL area what is going on when I log into ZOHO CRM is freezes and screen says waiting for ZOHO CRM I know 60 degrees is pretty cold for Miami today but you worked in colder weather (LOL) Seriously why is it locking up
Emails
All of a sudden this morning, I can no longer access emails I have sent through Zoho. If I click on an email sent to a Lead, it opens briefly then disappears. I've not changed anything, and I've tried logging in and out, rebooting pC, etc etc - can anyone explain what's going on?
Issue with deal creation during lead conversion
When creating a new deal during lead conversion, it ignores the layout rules of the deals module and displays ALL available fields. This is problematic because certain conditions have required fields, which in this case are ALL displayed. Deal creation during lead conversion should follow the same layout rules as the deals module.
Cant seem to create a new Module
I am trying to create a new module called "competitors" but it says the module already exists. When I manage modules in set-up I cant find a "competitor" module. Am I missing something?
Not able to find 'addMonth' function when creating custom function for buttons
Not able to find 'addMonth' function Hi, I'm getting this error when trying to use the addMonth function when creting a custom function for a button in potentials. Anyone come across this before? Regards Michael Not able to find 'addMonth' function
Contact Owner
We have an very institutionalized BD program which makes the term Contact "OWNER" a major contradiction. Though it is semantics this and some other system fields have names I would prefer to change, but cannot. I am wondering if it isn't possible to then to use a workflow or other tool to have the values from these system fields copied into custom fields thereby allowing me to hide the system field and display the custom field with my preferred naming convention Can someone confirm whether
How to create a custom function button for a custom module that copies address fields
Hi, I have created a custom module called 'Organisations' in lieu of 'Accounts' (given the lack of mass email functionality) and would like to include a custom function that copies the Address Information fields. The address fields in the custom organisation module are billing and shipping (similar to what is in the account module), and ideally (if possible) the function would allow both billing and shipping to be copied over (eg: billing to shipping & shipping to billing). However, if a vice-versa
Zoho Crm get_fields does not return "Custom Lookup_ID" as field
Hey there, I am trying to update the custom lookup field and to do that I am getting all fields in Zoho CRM Module. But I am not getting Custom Lookup_ID as the field. instead of getting Custom Lookup_ID as the field I am getting Custom Lookup as the field.
Imap not syncing all of my emails
Hi Zoho CRM is not syncing all of my Office 365 emails using IMAP. It syncs some of the emails but misses others. How can I get it to refresh all the syncing so that it will discover all of the emails it has missed.
Hierarchy
I want to know if this can be done. I need 3 levels of hierarchy - Parent Company (Progressive) - Child Company (Progressive Florida) -contact (John Smith) - Child Company (Progressive California) -contact (Mike Rogers Basically, I need a Master account record with all of the Sub-account under it, then the contact records under the sub accounts. I want to look up "Progressive" and see all of the Progressives subsidiaries and then the contacts
Non-Client Contact Management
Howdy, folks. I'm a new Zoho user, still evaluating the platform considering jumping over from Agile. We've brought over a core data set for experimentation, but due to the nature of our operations and differences in how Agile and Zoho manage data, I could use some help figuring a few things out. First, a bit about our business. We're in the consumer electronics sector, and focused primarily as a B2B, so our paradigm is NOT on 'deals' (a transnational focus) but on the process of identifying, qualifying
Lookup custom field gives always the account name and anything other
Hello to everyone, I use API ZOHO CRM from my back office. When a client register on my site i create an account and an contact on Zoho CRM. I would like to use my id (named id_anagrafica) to bind account and contact on ZOHO CRM. For this purpose, i created a lookup field for a custom field on the contacts module: Now when i select custom field (id_anagrafica) from my created look up it shows me the account name list, I see the id_anagrafica but which is not selectable. Only the account name is,
CRM API searchRecords : Error 4500
Hi, This is failing with error 4500 https://crm.zoho.com/crm/private/xml/Accounts/searchRecords?authtoken=someAuthToken&scope=crmapi&criteria=(Employees equals 0) Why ? <?xml version="1.0" encoding="UTF-8" ?>
<response uri="/crm/private/xml/Accounts/searchRecords">
<error>
<code>4500</code>
<message>Problem occured while processing the request</message>
</error>
</response>
Company logo too large in event invite
How can I modify/turn off the company logo that shows up in the email to invited participants for an event. It is way too large and even when I use a very small size (less than 190 pixels across), it is still showing as very large in the email. See attached pic. Please advise
Time zone for zoho.currenttime in a function?
Hi, My time zone in Zoho Company Details is EST, yet current time in Zoho functions using zoho.currenttime returns PST time. Is zoho.currenttime using the time zone of the Zoho server being used or can I change it somewhere? Regards Glenn
Best Practice to Merge on Update via API
Hello List Zoho CRM Contact section is fed by leading business application by API. How to merge on update, overwrite only a subset of Zoho CRM Contact fields? Similar to the manual import we search for an API call to batch import/update multiple records. Is there? Thank you for help
Updating a Child Record of a Deal?
Hi, all! We're trying to update a datetime field in a record in a Custom Module (Forms) that's a child to Deals (we call them Engagements) At some point after testing, the Custom Function stopped... well.. functioning. I tried just trying to get a print of the related records using this code. engagementIdStr=input.engagementId.toString(); relatedforms = zoho.crm.getRelatedRecords("CustomModule1","Deals",engagementIdStr); info relatedforms; I got a "4401Unable to populate data, please check if mandatory
Custom Function give wrong date and getrecordbyid returns Invalid Ticket Id
Hello, I am having difficulty getting a date/time field from zoho CRM Event in a custom function. The date/time that is returned is not correct. I am passing the "To" and "From" date/time fields of an Zoho CRM Event to a custom function. This function passes the date/time field to another system. The other system gets the date/time value but they time is 8 hours ahead of the proper time. I read the thread here with the same problem: https://help.zoho.com/portal/en/community/topic/custom-function-event-time-zones
Editing attachments saved in Zoho CRM
Hi, Each of my clients in Zoho have CVs attached to their profile. Is it possible to edit CVs or other attachments without downloading the document each time? Best, Mieke
Update records in creator via webhook (how to pass criteria correctly?)
Using Workflows, I have set-up a CRM Webhook that successfully creates a new record in Creator every time a vendor is added in the CRM, using the following URL structure https://creator.zoho.eu/api/<ownername>/<format>/<applicationName>/form/<formName>/record/add?Crt_Name=${Vendors.Vendor Name}&Crt_Id=${Vendors.Vendor Id}&authtoken=xxxxxxxxxxxxxxxxxxxxxxxx&scope=creatorapi ref - https://www.zoho.eu/creator/help/api/rest-api/rest-api-add-records.html What I also want to do is update this Creator record
Populate fields in a related module
Hi there So I have an Account linked to a Contact via a Lookup field. As an example, how can I get the address fields that are stored in the Contact to show on the Account record? Surely there is a way of populating this data across, if they are linked? I need to create a mail merge, which can only be done from one module, and I need the information from two modules. Please advise urgently. Thanks
Convert Purchase order into a vendor bill
Hi - is it possible to convert a purchase order into a Vendor bill? for example: We create a sales invoice for a customer, from the sales invoice we create a purchase order to our vendor - what we need is an easy way to turn the Vendor PO into a Vendor bill - we then check the hard copy vendor bills we receive against the converted PO. Thanks Dave Silvera
Contacts' Email Confirmation
Hello, Upon converting a lead to create a contact and deal in B2C model (with custom field - lead type: customer), I would like to send confirmation email to the contact with a link - I have only found a solution entailing web forms as seen here: https://www.zoho.com/campaigns/help/contacts/sign-up-form-responses.html#confirmation_email Can this be done without webform requirement? Please assist, thanks
Zoho to Mailchimp Sync not Working
I'm trying to integrate Mailchimp and Zoho CRM so that our existing customers are synced into Mailchimp. I've selected what I'm sure are all the right fields, and issued the sync multiple times now, however nothing is pushing through to Mailchimp. I also require Mailchimp lists to sync through to CRM, but I'm sure the sync will not work on this also. Another question I have in addition to this, If I send an email to a customer from mailchimp who is also on the CRM - will there be a way of knowing
How to Process Customer Credit Cards within CRM
Hello. We are investigating Zoho CRM and need to know the suggested way or what others have done in regards to processing credit card transactions from within CRM or an easy-to-use integration with another application (QuickBooks, Zoho Invoice/Books, etc). In short, we would want the Order to be turned into an invoice and use that invoice as the basis for the credit card processing. The solution should be able to securely store the customers credit card information and be PCI compliant. Thanks!
Problems generating the Authtoken in my CRM application
I am using the Browser instruction to generate the Authtoken, with the following instruction: https://legalcrm.zohoplatform.com/crm/apiauthtoken.do?EMAIL_ID=ajmartinez@gmail.com&PASSWORD=AptuzXXXX&DISPLAY_NAME=INTERNAL USE And the response of the system is as follows: Unable to process your request. Click here to go back. Could you please tell me what I'm doing wrong? Regards Felipe Faccinetto
Birthday Reminder
How can we set a birthday reminder/alerts for our contacts.. I couldn't find this in Zoho CRM. Can it be done by workflow?
Zoho Webinar - Stump the Chump! (Q&A with a consultant)
Hi everyone, Wanted to let you know that my consultancy, ZBrains, is hosting two webinars this month with the theme of Stump the Chump! The idea is that our CEO and Chief Solutions Architect, James Converse, will be able to answer any Zoho-related question you throw at him - and, if he can't, we'll send you a $5 Starbucks gift card. Here are two links to RSVP. We'll send you instructions on what to do after you sign up! January 19th, 9 AM PST: https://forms.zohopublic.com/zohopc17/form/StumptheChumpWebinar/formperma/5M_3f1304e0m6__10E111gae4
How to assign already created event to a contact?
Hi, I am syncing events from my google calendar using zapier to the zoho crm calendar but I am not possible to assign a contact to the events coming from the zapier. Is there a workaround or a simple method that could solve the problem to assing a contact to an already created event.
Changing the stage for numerous opportunities
Hi there. We recently imported Salesforce into Zoho and many of the opportunities didn't code to the right stage. Is there a way to change numerous stages at once? It dumped over 4500 opportunities into "unaccounted" category and I need to give these the proper name.
Activity Reminders List Dismiss
The list of Activity Reminders that pops up from the lower-right corner of CRM, it shows a little checkbox next to each activity. I would assume a user should be able to check several activities and then click Dismiss, in order to dismiss multiple activities at once. But it does not work. If that is not the intended purpose of the check boxes, what function do they perform?
amount to text function
hello guys, i was trying to use someone else's function which works great in creator in my crm to convert the amount in number to text. after tons of trying to adjust the code to the functions limitations i just gave up... a day of work just disappeared :( please if someone can at least tell me why it is not working ill be very thankful. and if you have suggestions i'll be even more. the code is attached. thanks !
Tip #29: Field-level Security in Zoho CRM
Hello folks, It's Thursday again and I am here with a quick tip on Field-level security in Zoho CRM. Data security is one of the most sought after features in a CRM software. Given that you handle sensitive business information of your own company and that of your customers, we totally get it! You'd probably be hiding one or two modules from your sales reps because it holds some sensitive information. But hey, you have to share customer information with your reps for them to sell better, right?
Zoho
Please help for below issues. - Templates for easy Import / Export of data. i.e. Zoho, Excel, CSV, etc - More clarity on data sharing & Assignment of roles in Zoho - Any manual or guide on Reporting capabilities through the software, to understand the scope of reports and information that can be drawn out from the data entered
Problem with Zoho Survey Integration - Sales Orders
I created the integration and my survey, but I have a problem, the link won't open: This is the link I get in the e-mail https://survey.zohopublic.com/zs/fBCuZm?fromservice=ZCRM&zs_salesorders=2960521000000178053 If I copy and paste I get to the survey, but when I click on it the real url i get is: https://survey.zohopublic.com/zs/fBCuZm?fromservice=ZCRM&zs_salesorders=ac9ae9e154279a742543848c66d6fba9673952f4f74b9264eb28233035a7dde8&zcrmemail=${ZSURVEY.TOEMAIL} and it doesn't open, please help
Restrict products
Hi, Is there a way to restrict or hide some products for certain sellers?
Zoho search opens new windows
Hello! When I click on a search results in Zoho CRM in the quick search a new windows pops-up. When I hit ENTER and click on one of the result it doesn't opens a new window. I'd like to turn off the possibility that it opens a new window every time I search. Is that possible? I am using Google Chrome as browser.
Activities (Tasks) API - Zoho CRM
Hi all. Using Tasks API (https://crm.zoho.com/crm/private/json/Tasks/getRecords?authtoken=****&scope=crmapi) How to fetch Tasks by Due Date, Task Owner or by Task Status? Any Ideas?
Data Loader Capability
Hello - Has any progress been made on some type of data loader capability? I would like to be able to export a list of records with the Zoho ID, update a specific field, and then upload the new data to update the existing records. Specifically, we have a new field in our potentials module that needs to be populated and it would be 100% easier to extract the data, update it offline, and then re-import. The last question I saw on this was 10 years old. If this doesn't exist what is the easiest
CRM Hack #22- How to find the parents records that doesn't have any child records associated to them?
Hello everyone! This is going to be the first hack for the year. Let us consider a scenario in which a sales rep wants to know the list of vendors that don't have any contacts in it. Because, without a point of contact to the vendors, the inventory management cannot be managed properly. In Zoho CRM, we have reports that help us extract the data that is present inside CRM. For instance, we can find all the Accounts and Contacts for which the "Industry type" of the account is "Software". So we only
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