Hidden reminder notes within a formula fields on a custom module, it this possible?
Hi, I’m creating a custom module in CRM and I’m taking a costing app I’ve built in Excel and adding it to the custom module. I need to involve a complex formula to create a costing and I’d like to add reminder notes to it that the formula does not read (like the /// coding notes /// in html), how do I do this? Thanks for your help! Dan
Is Zoho CRM still open source
Hello, Is Zoho CRM still open source project? I remember Zoho having open source software but from first appearance that doesn't appear the case any longer.
Get all unique records from the last hour from Potentials
Hi! How can I get all unique records from the last hour from Potentials? I try url=https://crm.zoho.com/crm/private/json/Potentials/getRecords?newFormat=1&authtoken=".$token."&scope=crmapi&lastModifiedTime=".date('Y-m-d H:00:00'). But I have only 20 (or 200, if I add params "&fromIndex=1&toIndex=200" to request).
Attaching Files using the API
We would like to be able to send/attach files to a lead's record in the CRM, but we have come across this error message, can someone please review this plus our sample code attached, and guide us in the right direction? many thanks 4424Unable to process your request. Please verify whether you have provided proper file.
Import Notes from another CRM
Hi there, I am in the process of importing data for my client into zoho crm. My query is there any way i can import "notes" under contact in zoho. My clients pervious CRM had notes per contact and multiple notes. Please kindly advise how i can do this in via nass upload or any other functionality. thanks
Activity Reminders
I seem to be having problems getting Activity reminders. I have recently set an account for a New Company and the little Alarm clock isn't present. I have set reminders on activity but these haven't triggered. I have looked at settings in the calender and they set for reminders. At a bit of a loss. Anyone else having problems?
Zoho create app is not showing in report drop down in Zoho crm
Hi , I have created a Zoho creator app, and import it in the Zoho CRM, everything works fine, but when I am trying to get Zoho report under Reports menu, my app name is not displaying in the dropdown list. See screenshot where I need my app name to be listed. Can you please guide me here.
how to integrate Zoho crm with our website contact us Form
hello guys, i have some issue with integration of php websites Contact us Form Please help me
REST API Get Users Parameter Confusion
I'm using the new REST API which uses OAuth2.0 tokens. Now I want to get the user whose token I'm using to make the API requests. In the documentation for the REST Users API ( https://www.zoho.com/crm/help/api/v2/#Users-APIs ) there's a request parameter called CurrentUser. It's description says "To get the list of current CRM users". I'm confused. Does the CurrentUser parameter return just one user (the current one) or multiple users (as its description says)? Should I maybe be using another parameter?
How can I create a filter for today and overdue activities?
I want to create a filter when I can see all the activities for today and overdue. But for activities I mean, calls, visits, task, send a email. Because if I used the filters that come by default someties I see that I don´t have more to do, when I'm forgeting someting and for me changing to one filter or another is a wast time. Thankyou for your help.
SSL certificate problem
can I test CRM API from local server? SSL certificate problem: unable to get local issuer certificate - got this error when I tried
How do I setup a related contact lead with the task api.
I am creating tasks via the api. I can send Description, Task Owner,Subject,Status. How do I send a client/lead/contact. What is the field name and what is the value Do I send an email a userID or what. I want to attach a client to the task. thanks for you help
How to add the purchase order product in another module using Custom Function?
Hello there, We are trying to create a custom function in which on click of a button a custom function is called which consist of an argument as 'puchase_order_id' using that we are reading the purchase order and try to add the product from purchase order to another module as an entry. Here is the code which we are using: accountID1=input.po_id.toString(); reponse = zoho.crm.getRecordById("PurchaseOrders",(accountID1).toLong()); info reponse; productDet=ifnull(reponse.get("product"),""); /******Here
Help with a formula field
Hi, I'm trying to build a formula to calculate a Deal amout. Here are the fields so far : "Base Price" - checkbox "Tech Package" - checkbox "Nb of trainer(s)" - picklist, with the options : 1, 2, 3, 4 or 5 "Trainer (per day / per trainer)" - picklist with the options : 1, 2, 3, 4 or 5 I'm not good at all with formulas and custom functions; I want the formula field to calculate something like : if ''Base Price'' is True, the value is 1000$ if ''Tech Package'' is True, the value is 500$ if ''Nb of
How to associate an email with a Sales Order?
I see that "Email" is a Related List for a Sales Order but how / where do I associate an email to a Sales Order?
Create products using api
Hello, I am trying to create products using api and curl PHP but i am not able to create. Please guide me where i am doing wrong. Here my code: $xml = '<?xml version="1.0" encoding="UTF-8"?> <Products> <FL val="Product Name">Testttt Prrr</FL> <FL val="Product Owner">Alice Heijbel</FL> <FL val="Unit Price">10.0</FL> <FL val="Qty Ordered">1.0</FL> </Products>'; $auth="**********"; $url ="https://crm.zoho.eu/crm/private/xml/Products/insertRecords"; $query="newFormat=1&authtoken=".$auth."&scope=crmapi&xmlData=".$xml;
do not call Flagged Accounts?
Under ZOHO Accounts module: How can Accounts be flagged as do not call Flagged Accounts?
How to show/hide discounts in quote templates?
If this has been discussed before, I can't seem to find it. We created a simple quote template, leveraged from the one we used in SalesForce. One functionality that I wish I could have is the ability to show or hide discounts in our quotes. Not all customers need to know that we sometimes offer discounts. In SalesForce, all we needed to do was export to a Word doc and delete the row, but Zoho only exports to PDF which is not so easily edited. So, what I'm looking for is either a way to show or
Calendar to Connect
How do we have events put in to the CRM show up in the connect feed??
Where does "Sent" email go if there is no matching address in CRM
Using Outlook plugin., I am adding to CRM all SENT email. I have deselected "If no contacts match..." and "If no leads match..." I only want to transfer a sent email to CRM if the sendto email address already exists in CRM Contacts. What happens if there is no match? Is CRM still storing the SENT email? If so, how can I delete it?
Reason For Loss
Hello, When we have a lead that is lost, and we can leave a note for the reason for loss. Is there a way to retrieve the reasons in a report, or otherwise?
Wrong cache in API method searchRecords
Hi there. I found mistake on API method https://www.zoho.com/crm/help/api/searchrecords.html After changing the lead, I still get as a result of some time with changed lead (it no longer fits the search criteria and stores a field with a modified value). For example: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). Request: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=Auth Token&scope=crmapi&criteria=((MyCustomField:aaa)) Result: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). -
I am unable to view the leads assigned.
Hi, I represent marketing team. Leads are either manually entered or imported directly from the website. Based on the Lead I will assign it to the respective Sales colleague. The problem starts here, Once the lead is assigned I am not able to view the Lead from my login. If I am not able to view, I will not be able to track the lead progress or update any extra information regarding the lead. Please help me how to overcome this situation. I am an Enterprise edition user of Zoho.
Tip #20: Avoid Unanswered Calls or Emails
Hey folks, It's Thursday again! As part of our weekly Tips and Tricks, we are back with a tip on how you can avoid unanswered calls or emails. The one most critical but frustrating job in the daily routine of any sales rep is calling contacts and actually being able to talk to them. But getting hold of them in the first place is a real challenge in itself. Well, that's not going to be the case if you are using Zoho CRM. With Best time to Contact suggestions by Zia, reps can now be aware of the right
Categorizing deals and recording per-deal "product" prices - what are your best practices?
What are your best practices for categorizing a deal? A deal for me may contain any combination of : A speaking fee which can vary by client AND by event. (i..keynote or workshop) A sale of one or more physical products which price can vary by client. A license to electronic assets which price can vary by client. Data-wise, I have a one-to-many structure relationship. Through time I want to report/filter the deal list based on, for instance:. Show me all Won deals which contain a licensed a video
Anyone use RingCentral? FYI: Twilio integration just does not work, at all
Wondering if anyone successfully uses the RingCentral integration. By "successfully" I mean: -Inbound and outbound calls are actually logged in the CRM -Click to call works -Incoming calls pop up relevant contact/account informatoin FYI: do not attempt to use the Twilio integration. 30% of incoming calls, or more, do not have an "Answer" button, meaning our reps simply can't answer the phone. Zoho is, as always, terrible at getting this fixed. 20 emails later, and it still does not work. We have
Will ZohoOne get the new CRM Plus interface
I just saw What's new in Zoho CRM Plus. https://www.youtube.com/watch?v=IcRAJwX3oks It looks great! Was wondering if that kind of interface with all the apps down the side etc. is planned for ZohoOne any time soon? Regards, Glenn
Automating workflow for Tasks to send out Internal work order
Hello, I am currently using the free version of ZOHO CRM in our organization. We also have the paid version of Campaigns. Per our sales process, once we close a deal, we prepare a internal work order (currently prepared in Excel) and is sent to the respective departments to begin activation or implementation of software or service. There may be multiple departments kept in the loop. The implementation team acknowledges and begins the project. Once done, they update the status and send it back to
How can I get rid of the Google AdWords Information section that is present in all of my modules even though I'm not integrated with Google Adwords?
Please see attached images showing the section in question and that I've not integrated AdWords. How do I get remove that section from all of my modules - it's not deleteable currently?
Sort Fields By Tab Order on Merge Duplicates Page
I modified the layout of my lead module to a two-column format with top-to-bottom tab order. This works great on the lead entry page, but when I go to merge duplicates, it puts the fields in left-to-right order. The groups of related fields get all mixed up with each other making it a big pain to run down the list and make choices about which record to use. I've added a few screenshots to demonstrate what I'm talking about.
How to hide complete activities in my activity tab
Hi, When I open up the activities it shows all the old ones and once something is complete i'd like it gone. I'd also like to change the layout and order of the activities page.
Communicate ZOHO CRM through XML with other Services
Hello, I'm José Daniel, and I'm really new in this platform, I would like to know if there is a way to communicate ZOHO CRM with another platform what uses Web Services. The idea is the we take the some information from the Zoho CRM and with that information we create a XML, then we send that XML to this other platform, we received and use the answers to update the information in Zoho CRM. I don't know if this question should be here or in Zoho Creator. Anyway, I would appreciate all the help. Thank
Custom Module Issues with Phonebridge and more
So we have decided to go all in on ZohoOne and transform all of our business applications over to Zoho. We are starting with a few applications at a time and figured CRM was a great first app. We decided to build a custom module for one of the lines of products our customers can own. In this module we created the contact info(BIG MISTAKE it seems), purchase info, finance info, tour info, etc. We brought in all our records, got them nice and shiny and started updating them. Our next step was to bring
Enhancements in Social CRM and Home Page Customization
We are excited to announce the introduction of new features in Zoho CRM under Social CRM and Home Page customization. Please read further to learn more. Automate lead generation via social media The social media platform is undoubtedly a rich source of leads for a business. For example, you may want to convert your mentions and enquiries on Twitter as leads in CRM and follow up with them further. Currently, you can add your social media followers as leads and contacts in Zoho CRM from the Social
Potential - Closing Date
Is there any technical reason why the Closing Date field in the potential module needs to be marked mandatory and not able to be changed or moved? I am trying to use Zoho in a B2C environment where I am dealing with a large number of prospects at any given time, and it is not only unnecessary, but often difficult to predict an exact closing date for the sale. It makes much more sense for me to simply track the amount of time that has elapsed since that potential was last moved to a new stage in the
seid and semodule not working to associate call with parent record in lead and contact modules
This is the code I've used for the lead module. It creates calls, but fails to associate them with the lead. Seems this should be a simple, common sense feature, that shouldn't need to be coded. But here it is...my code to automate something that happens multiple times a day, everyday....and that code won't even work right. Some CRM! I need to know what's missing, why the lead names are not being associated. Please please, don't rewrite the whole entire code for me, thanks. This program requires
Deleting Products
Why I cannot delete products, even though no associated orders/quotes/invoices as it says in the message.
Moving a layout
I need to move a layout from Contacts to Customers. How can I do this? Also, with Zoho One, do we get unlimited contacts??
Tasks Isn't Updating Owner When Changing Lead Owner
When changing Lead Owners, the tasks aren't updating their owners. This happens randomly.
How can we merge duplicates in bulk
Does anyone know how or have ideas on how to find and merge duplicates in bulk and not using the the built in "Find and Merge Duplicates" one at a time as we have thousands of contacts and hundreds of duplicates we simply cannot tidy this up manually. We turned Google Contacts sync on and it just made a mess and created duplicates and variations of duplicates with new accounts it has turned Zoho into a real mess. Since then we have disabled sync in case it effected other services so we have rules
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