How To Get All Product Ids That Are Related With A Deal
my question is simple.. i made a deal.. Then i attach some products with it. Now i wan't to get all the products related to this deal with api.
Add additional Invoice productdata?
Hey, I'm currently working on a project, requiring me to extract the Invoices through the API. While I've got this working no problem, I was wandering if it's possible to request addition or get additional data into the invoice's product array. I need the data of a custom-field to be returned. Is this possible? So I want my customfield ''Woocommerce product ID' data included to all productdata returned in the invoice's productdata. Right now to accomplish this is first requesting all invoices, then
Send all @mentions to slack or connect
Is it possible to send all @ notifications to slack or zoho connect? Any plans to improve the crm Feeds module, add search, etc?
4600 error on API updateRecords
I am testing the API trying to get some information from our on-premises database into Zoho CRM. I have written a little c# app to do this. I am trying to update a single field, Test, which is a numeric field, within the Accounts module. My app produces the following query string. I have removed the auth token and record id from the string https://crm.zoho.com/crm/private/xml/Accounts/updateRecords?authtoken=authtoken&scope=crmapi&id=recordid&XMLData=%3CAccounts%3E%3Crow%20no=%221%22%3E%3CFL%20val=%22Test%22%3E%3C![CDATA[100]]%3E%3C/FL%3E%3C/row%3E%3C/Accounts%3E
Webform info sent to multiple emails addresses
I need multiple email notifications sent out to different people when the webform creates a lead. It only sends an emails to the lead owner, I need it to send to more people
SalesInbox Options when Sending Email
Is there any documentation that explains why certain options are sometimes available when sending email and why those options are sometimes not available? For example... 1. Send at a later date/time (also would be nice if users could change the date/time) 2. Add Response Watch 3. Add Task 4. Add Note The above options are sometimes shown but sometimes not and I would like to know the reason behind that. Thank you.
Salesinbox - Add Reminder
In the "Reply" pull-down menu there is an option for "Add Reminder". User can set a reminder subject and a time period. Do those reminder show anyplace else, other than in the Reminders section inside of SalesInbox? It appears those reminders are not included in Activity Reminders list which pops up in the lower right-hand corner, nor do these reminders show in the Notifications list on the home page. I find that I am always missing these reminders.
Importing contacts and associating with accounts
Hi I have imported my customer accounts into "Accounts" successfully. However, when I import the contacts, I am unable to associate them with the respective Account. I have tried matching the same Account Name into the Contact Import's "Account Name" - and it doesn't associate. I've tried to match the Account ID to the Contact Import's "Account Name" and it doesn't work either. There's no "Account ID" field for me to associate the Contact with... Am I missing out something here? WH
Potential Report by Stages
Is there any chance to create a report in CRM that captures the duration of potential stages and sums them up by stage without using the advanced crm analytics module? best regards Max
Release Notes and release notifications
Is there a way to get Release Notes on modifications (including minor updates) and notifications of releases? I can only find notifications on major releases with vague info on details, but we're interested any changes effecting core platform, APIs, etc.
No lookup field update in timeline view
Timeline (history of activities with a record) has not indicate while lookup type field has changed within a record. Timeline indicate the last update time but not indicate the nature of lookup field update. When this challenge will be fixed? Is anybody has a solution? I have an idea to add custom module (say "Changes") and add changes as a standalone record. Then watch this change in related list. Does it work?
Do emails sent from Office 365 attach to ZOHO crm contacts?
I have the integration set up. My emails sent from Office 365 are not attaching to the Contacts in Zoho even though the emails match. Does the integration only allow for emails sent from within CRM to be attached to Contacts?
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
It's been block from last 2 days, i already email support, please fix this problem asap!
Amend current domain name and email
Hi, a month ago i have purchased a domain and a pro business service, with a name that i'd like to change completely, is it possible to amend it? Marco
Error Message when trying to log in
Hi, We keep getting this error message when trying to log in to the crm account on Zoho showErrorAndReload('Please\x20reload\x20the\x20page\x20and\x2 Sometimes after a few trys it let us in but at the moment we cant access our account. We are using a PC and have tried different browers (IE, Chrome, Firefox) Any help on this would be extremely grateful Thanks
Reply and forwrad functions not working from contact module
When I open an email within a contact module, none of the reply, reply all or forwarding options work. I can create a new email and the reply/forwarding functions work from the top menu, but not nothing happens when I try to reply to a message opened within a contact. How can I fix this?
Secondary Sources (Vendors)
I would like to be able to specify a second vendor for a product.
sync with Mac Outlook 2011 contacts very incomplete
I set up the outlook plug in to sync my contacts between Zoho CRm and my Mac 2011 client. It goes through the whole process but only seems to sync a small number of contacts. Now, when I go back to the sync process, it says that the contats are already synced. I have 6,000 contacts in my Outlook but am only getting 452 into Zoho. What an I do? Did I miss something?
Calls not showing up in reports
HI, Activity reports only show completed emails but no calls. How can I change/fix this? Thanks, Johanna
Web Form Lead Notification
I want the web form leads to go to multiple users at the same time or to have the lead be assigned to one user and also an email notification be sent to other users or a specific email address. Is this possible? Appreciate your help.
Blue print transition changing record owner
Is it possible that during a transition in a blueprint to have the record owner change, or have a required field of changing the owner? In example: Sales person closes deal, in order to transition a require field is to input the new record owners name?
Variable or group task assignee
I was wondering if it was possible to assign a group or a variable as an assignee of a task?
Skype vz Facetime
I have noticed that I am only allowed to make a call on a contact number in CRM contact by using Skype. Is there any chance to use Facetime instead? as soon as I press on the number (phone icon) it launches skype ... How can I change?
Duplicate Email
Hi, How do I duplicate an email template from one module into another? I would like one I set up for contacts to also be used for leads. Thank You
Email Template
Hi, When I sent a test email to self and opened it with outlook there are white lines between template sections showing. It does not look good. How do I fix? Also what is applicationpng which is showing as an attachment? Thank You
Cannot insert invoice with product!
Hello, I am trying to add an invoice with one product, but I receive error: 4835Unable to parse XML data. The code looks like this: $ch = curl_init('https://crm.zoho.com/crm/private/xml/Invoices/insertRecords'); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_POST, 1); $xmlData = '<?xml version="1.0" encoding="UTF-8"?> <Invoices> <row no="1">
Intermittent "Permission Denied" error when editing text fields in Leads, started this week
Hi there - refreshing multiple times and restarting the browser both make the problem go away for a while, any clues about why this might be happening and how to fix it long-term?
Adding the field "attachments" to my Quotes section in Zoho CRM.
I would like to be able to add attachments to the quotes page tab. How do I do this?
Update Account owner based on Contact owner
Is there a way to automate updating ownership of accounts based on related contact owner? Typically we have contacts in our CRM and then we have Accounts created through an API when they sign up on our website. The goal is to assign those newly created accounts to the owner of the contact. Thanks, Esben
Skype for CRM
Is there an option for Skype Chat/Calls intergration yet with ZOHO CRM
Duplicated campaigns on Zoho CRM
Hi. I sent an email campaign using Zoho Campaigns. When I check my email campaign on Zoho CRM, I see the campaign with my name like an owner and the same campaign with the name of another person. Why? Daniel
I deleted my super admin account how can i change any other account to new super admin
Hello , I have email setup with the organization earlyman(dot)design. My super admin was admin(at)earlyman(dot)design but by mistake it got deleted. How can i access my super admin now. IS there any way i can change the other user as a new super admin. Thanks
How remind the user if a record is still in old status after a period
Hello. I have a task to remind the user if a record is still in old status after a period of 24 hours. How can I do this? Thank you
Speacial characters not working
Hello There, Please see the below request. This don't want to work when i use '&' here in xml. please let me know for the solution of this. $xmlD = '<Potentials><row no="1"> <FL val="Study Duration / Plan">7 Years</FL> <FL val="Field of Study">Arts</FL> <FL val="Interview Date">2017/07/06</FL> <FL val="Provisional Application Fee Paid">750</FL> <FL val="Application Fee Paid">2000</FL>
Automatically Link Contacts to Accounts
I have imported all my Accounts and Contacts into Zoho CRM. I have 3000 accounts and 11000 contacts. Unfortunately the link from contact to account did not happen. From what I can see, all I need to do is populate the Account Name field of the contact with the Account Name of the Account. If I do this manually then I see the contact associated with the Account in the Account record. Anyone know how to write a custom function to do this automatically based on the main phone number as the contacts
Email is on google via IMAP - how can I keep emails appearing in relevant CRM contacts after closing an account?
Hi there We were advised to set up google email via IMAP and have it nicely working. How can I remove gmail and Zoho users though and still have their emails appear in Zoho CRM in the client record? Thanks! Nick
How can I remove the first "Contacts" area on an account's page?
When I navigate to an Account page, there are 2 areas for "Contacts." The one at the top shows only a subset, and one further down on the page shows all (in sets of 10) with more detail. How do I hide or remove the first area, that only shows the subset of contacts? Also, in the second area, can I change a setting such that it shows more than 10?
Is it possible to rename "Billing" fields, just in the UI?
Is it possible to rename Billing Street, City, State, Code, etc. in the UI on an Account page?
multi option workflow rules
I use instapage.com for my landing pages. My landing page has a list of options with 3 checkboxes. This form goes straight into my zoho crm and that checkbox connects to a multi option field that has the same options as the 3 check boxes. Checkbox (instpage.com form) - option 1 - option 2 - option 3 zoho leads multi option field - option 1 - option 2 - option 3 Now I'm trying to create a workflow that looks something like this. If Territory IS TEXAS AND Lead Type IS Web Lead AND Service IS Option
Sum of "Products"
Hi, all - I'm hoping the forum is a bit more helpful than I've found support to be with this. We’re a small market research firm using Zoho CRM to manage our list of panelists, who complete surveys for our projects & are then paid an incentive for their participation. Though the "Panelists" module itself has some customization, it's based on the Contacts module. It's necessary for us to track the amount of money we owe each panelist for: Each Project: The amount they're owed for participating
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