Create Payment for Quickbooks Online
Currently you can create a number of modules with the “intuit.quickbooks.create” however, I can only create an invoice and not a corresponding payment. Two questions: 1.) What would it take for the code behind the scenes to support the “Create” function for a payment? Or, 2.) Can you help me with a post url code to essentially do the same. I know how to construct the contents of the post but not all of the other mechanisms for the POST to intuit.
Attachments in CRM via dropbox - general request
Hi Zoho, I have tried each cloud integration and found funny glitches about each one of them. Ultimately, I am using dropbox. My only complaint about dropbox is how it acts when you convert leads to contacts. You windup with two user folders - one in the leads bucket and one in the contacts bucket, and the documents which were in leads stay there and won't appear anywhere else unless you move them over to the contact. It would be great if somehow the dropbox lead attachments automatically moved
CRM users mix levels
Do all agents have to be at the same level within the organisation?, ie I have some that require mainly sales functions, so they only need a full crm with products and quote ability, some that cross over so they need desk and basic crm obviously to keep my costs to a minimum this would be ideal to have say a combination of free and professional users (or above) but I dont know if this is possible or not Kevin
Recurrent task triggered by a workflow
Hi, I want to implement a recurrent task which will be created when a field is modified in a module´s record. Which is the same a workflow which activates a recurrent task. I have seen that is possible to create recurrent task manually, but I can not create a recurrent task in the workflow editor dashboard. Is this possible in zoho CRM?
ZohoCRM > Workflow Automation > Execute Based on 'Field Update' missing
We have a number of Workflow rules created in our Accounts to trigger an Action based on a 'Field Update' I recently noticed this is not working as expected and low and behold when checking the setup see that 'Field Update' is not longer appearing in the UI (old and new) and instead the action has defaulted to 'Create or Edit' record. There has been no indication or warning of this functionality change and I can still see that the setting did exist as the documentation has yet to be updated!!!! Please
New Contact - like in Books.
Hello, Is it possible to integrate Accounts & Contacts better, like that in Zoho Books. I deal with both businesses (Accounts) and individuals (Contacts), therefore I need to be able to invoice both Accounts and Contacts. This works very well in Books, where I can select 'Contact Display Name' and choose whether I want the business name (if relevant) or the contact name as that which I refer to. It would great if I could replicate this in CRM so that everything syncs seamlessly. Please advise. Thanks.
Number of records per page in the custome view
Hi! I am customizing the home page. I want to see al the leads matching a certain criteria, for that, i create a new view in Leads module and I add this custom view to the home page. My problem is that I can only see 5 records per page. There any option to change the number of record per page in a custom view placed on the home page? Many thanks
Scheduled Audit Log reports or access via API
Hello- I would like to see the ability to either schedule reports based on the audit logs (with the ability to specify a date range, type of action, etc.) or for the audit log information to be available via the API so that it can be ingested into Zoho Reports or a third party tool for reporting.
Is it possible to searchrecords with multiple criteria?
I would like to do searchrecords task with multiple conditions like fielda is selected and fieldb is not empty. Is this possible?
In CRM/potentials how can be done automating a date from another date?
We have the field estimated closure date - we want to set-up another date field estimating another date related with production/delivery - this date is estimating counting 30 days from the estimated closure date - so I want this date to be set-up automatically from the estimated closure date... how can I do this?
Workflow Rule based on a replied email
I want to create a rule for when a prospect responds to an email. The trigger is simply that they responded to a sent email. Can Zoho do this? If so, how? Thanks, Jeff
Costum Fuction to interactions
Hello, I've created a new module (Leads interactions) this new module will have all the forms that my leads filled in. This new module haves a search field that need to be filled with the associated lead, and i want this to be automatic. So, basically, i need that when i create a new lead interaction a function runs and searches if the email i inserted on the lead interaction exists on the leads module (if theres any record with that email), if it exists then it will fill the search field with the
Announcements: Zoho CRM Developers Console
Hi All, Meet Zoho CRM Developers console. Most common methods are supported, and others come in the nearest future... Public URL: https://apigee.com/i.vatsenko/embed/console/zoho-crm "Must have" tool for all Zoho developers Enjoy :) Merry Christmas and Happy New Year ! ______________ Igor Vatsenko http://malthinae.com http://zoholic.blogspot.com
Ask the Experts #2: 5-hour live Q&A session on Customizing modules and fields in Zoho CRM
To close more deals in less time, the need to craft your CRM to fit your industry is super important. Zoho CRM is designed to allow users to flexibly customize and tailor it to suit their needs. Customize the sales dashboard, standard and custom modules, tabs, email templates, and more. Our next session in the Ask the Experts series focuses on yet another segment that frequents our support desk- customizing Zoho CRM. This on-demand, expert advice is a 5-hour knowledge exchange marathon. Post your
Tip #16: Using workflow rules for specific layouts
Hello everyone! We shared a tip earlier on how you can map fields for lead conversion based on your page layout. In continuation to that topic, here is another one - creating workflow rules that apply to records from a specific layout. Workflow rules are created for a specific module. You can create a workflow rule for the Deals module to automate the process of following-up on a big deals and creating timely tasks for the team. That is neat but say for example, a company sells furniture and also
Locked out of CRM - Help
Hello, I am the admin and have locked myself out. I now get a message on the screen saying I should contact my admin for assistance. Clearly I can't do that, how can I regain access
Service based companies using ZOHO?
I own a service based company, we service our clients weekly monthly etc. I use ZOHO CRM to manage all of my clients, I was wondering if there are any service companies that are also using ZOHO. I need the ability to automatically change the next service date once they are done servicing the client. Is there anybody else using this kind of functionality with ZOHO?
Which is better to use? Zoho Forms or web forms in CRM?
Looks like zoho forms has more functionality and options. Webforms in CRM allows the use of SalesIQ. Curious if others have a particular favorite? Thanks Rusty
API - insertRecords Method
Hi, I'm trying to use the example of insertRecords Method for new contact, using POST. https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?authtoken=my_xxxToken&scope=crmapi &newFormat=1 &xmlData= <Contacts> <row no="1"> <FL val="First Name">Scott</FL> <FL val="Last Name">James</FL> <FL val="Email">test@test.com</FL> <FL val="Department">CG</FL> <FL val="Phone">999999999</FL> <FL val="Fax">99999999</FL> <FL val="Mobile">99989989</FL> <FL val="Assistant">John</FL> </row> </Contacts> and I
How do I do pagination with searchrecords task?
The searchrecords has From index and To index parameters. How do I know the if there is any further pages and do pagination?
searching multi select pick list in a custom view
I have set up a multi-select pick list field for sub-industries. When I enter the data in the pick list, it allows me to select multiple items. BUT, when I want to use the field in a custom view, the pick list is not available. My users would incorrectly type in the search requirements, hence the need for a pick list. Here is an example, Any suggestions? Automotive - Appearance Services Automotive - Maintenance/Repair Automotive - Misc Auto Products & Service Automotive - Misc Repair & Maint
Attach a file to note via API
I've created a note to Calls module via rest API. Is there any api to attach a file to that created note? If yes please mention the api and its request parameters.
Need help finding records by date (error 4500)
Hi! I have a simple code: records = zoho.crm.searchRecords("CustomModule3", "(Last Activity Time|like|*"+Today+"*)",1,1); info records; I want to find one last modified entry. Why do I always get an error in the request? Why does not he search the date field? I tried this thisMonthStartTime = toStartOfMonth(zoho.currentdate).toString("yyyy-MM-dd"); query = "(Last Activity Time|contains|*" + thisMonthStartTime + "*)"; records = zoho.crm.searchRecords("CustomModule3", query, 1, 1); info records; and
Large Scale De-duplication
We have 25K records in our lead file and 5K are duplicates. I have downloaded the complete database and all the files. I then opened the lead file and removed the duplicates. I now have a clean file. I want to remove the old lead file from CRM and replace it with this new clean one. How do I do that? I'm open to another way... Just don't know how to be effective on this larger scale problem. By the way... The De-duplication tool was good only to a degree. Once the absolute matches were resolved
How inser records to LinkingModule from api ? (error 4600)
I created api for all modules what i have in zoho crm, but when i insert xmlData to LinkingModule i got error - 4600. How its fix? Thanks My post param - "authtoken" => "authtoken" // changed "scope" => "crmapi"
"xmlData => "<LinkingModule3> <row no="1"> <FL val="Message ID">815993073</FL> <FL val="Created By">Lookup</FL> <FL val="Contacts Messages Owner">Lookup</FL> <FL val="CONTACTID">2722691000000268879</FL> <FL val="Created Time">2017-10-10 09:10:59</FL> <FL val="Modified By">2017-10-10 09:10:59</FL>
Create a reminder?
Hello, I am in Rental real estate business. I would like to know how can a create a field or button in a module that allows me to make a reminder when to call again an owner? Thank you.
Zoho CRM and DKIM
I am looking to setup Zoho CRM to authenticate with DKIM using our custom domain. Is there any way of doing this in portal?
Regarding Leads Assignment
Hi their, i want to use the round robin assignment rule for lead assignment but i also have a condition that if a existing user already has 100 open leads then no new leads should be assigned to that particular user.please reply as soon as you can.
Confused
Hello ZOHO Team, I have read ZOHO features and pricing but it is very very confusing.. I just want to ask that if I purchase 1 CRM Plus i.e (60$/Month), then how many users can i add in my helpdesk and projects? Will appreciate your detailed reply..
bad-domain ; Status : 5.1.2 (bad destination system: no such domain)
Dear all. I have problems when I try to send emails to a particular account. Can you help me? PVU
Where is "Advanced Search?"
Where is "Advanced Search?" Is "Advanced Search" now "Filter by"? Is it possible to do a module-agnostic and field-agnostic search for a string for any given record (Account, Contact, etc)? Can I do a boolean search? How? Example 1: I want to find all instances of the string "signed contract" for the selected Account. Example 2: I want to find all notes, for the selected Contact which contain the word "invoice" AND NOT "ACME"?
Best CRM Software
Hello guys, I'm Kohen Puckett and I own a manufacturing company. I use eWay-CRM to manage the leads, project and customers but now I think I want to know about ZOHO CRM because I heared about them from many business owners. So, Can anyone tell me it's features and also tell the benefits?
Download multiple files from CRM?
Hello, Is there a way to download multiple files instantaneously from Zoho CRM records? In other words, if a deal has several attachments, how can I download all of the deal's attachments at the same time rather than one by one? Thank you!
Fields - How many and how to associate an array...?
We track the number of specialities from a medical oganizaitons. Inititally, I wanted to use a drop down but I realized there are limits on number of entries. Now, I create custom text fields. For example, Genetics _________. A reponse might be the number we are tracking in text format such as a number like 5.. Once the number is received I want to apply a code to be associated with the entry. Curious on how others might approach this problem. So, there would need to be a table lookup that would
Not able to find 'getJSON' function
I am trying to use the getJSON Function in ZOHO Crm Custom Function. However, I get the error> Not able to find 'getJSON' function Am I referencing the function incorrectly? My syntax is> ResponseText=URLResponse.getJSON("responseText"); Any ideeas? Thanks
Google Voice Extension for CRM
I, like many others, use Google Voice as opposed to Skype. I've been through older posts (some from 5 years ago) concerning the use of GV within CRM to make & receive phone calls but I'm still not clear on how to accomplish that. Is there a native GV extension that needs to be installed through the Zoho Marketplace or does the extension need to be obtained/installed from elsewhere? If there are detailed instructions on how to setup the use of Google Voice within CRM I would appreciate being directed
Automatically assign leads to campaigns
Hey guys, is there a way I can automatically assign leads into a campaign? let's say I'm running Facebook ads driving traffic to a landing page with a web form connected to Zoho, I want these leads that I'm generating automatically assigned into a campaign called ¨facebook".
Update Child Contacts gallery custom function ERROR
I am trying to use a custom function from the Zoho Gallery and I am getting the following error: Execution Failed Error details: Error in executing Mass_update_of_Child_Contacts workflow. Error. Error in executing Set Variable task. Unable to update template variable rec. Error evaluating MAP expression : Any ideas? Is it the function or the workflow that is the problem? Thanks, Kristin
Updating Product Details through Tasks
Hi All, I like to know if it's possible to update quantities on line items in the Invoice module through a custom field in Activities (Task or Event, doesn't really matter). Hopefully, this would trigger once an Approval Process is activated. Thanks in advance!
Roundrobin Lead Assignment
When I did round robin lead assignment to my 3 sales men, the 4th lead is coming the administrator and 5th to the Manager instead of going to the 3 sales people again. Am I doing something wrong with the lead assignment rule?
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