Search Layout
Is there a way to change/customize the appearance of the search result screen? I would prefer to have the "contact" section first followed by the account.
AutoNumber issue
We send out mail and use the current CRM's contact ID (or as we call it an account number) and we ask them when calling in to let us know that number so we can look the up quicker. I was told that in Zoho, in order to keep an autonumbering capabilities while adding new leads, I would have to create a custom field. The LeadsID is not searchable in Zoho. I was testing importing leads and the autonumber custom field I created is not shown as choice when mapping my imported data. So am I doing something
same contact with links to two accounts
How can we enable two accounts to share a single contact? We want to keep the same email address/phone etc. currently, we don't allow duplicate email address's How have you see/handled this in the past? thanks
API problems.. (1) getSearchRecordsByPDC: search for custom field.. (2) updateRecords: multiple records.. please help... thanks
Put these in one post... hope thats okay...first problem: We have a custom field "Site ID"... we wanted to use this field to retrieve the value of the Zoho "Lead ID" but we keep getting this message: <error> <code>4420</code> <message>Invalid Search Column.Check it now</message> Here is the relevant code: $url = "https://crm.zoho.com/crm/private/xml/Leads/getSearchRecordsByPDC"; $selectColumns="leads(LEADID)"; $searchColumn="Site%20ID"; $searchValue="24090"; $param="authtoken=".$token."&scope=crmapi"."&selectColumns=".$selectColumns."&searchColumn=".$searchColumn;
Universal address field.
Hi, Is is possible for you to create an address field for when you are creating a new module instead of having to create your own using Single Line/Multi-Line fields? This way the address' are consistent throughout all modules and Zoho programmes which makes syncing between modules/programmes easier. You have this in Zoho Forms which even allows you to edit the Address Elements to suit what you require (see attached), but I cannot see it anywhere else. Thanks.
updateRecords error
I already posted this but cannot find the post and I don't think it was published. Any help you offer is greatly appreciated: Error attempting to use updateRecords to update multiple records: error message: <response uri="/crm/private/xml/Leads/updateRecords"> <result> <row no="1"> <error> <code>4425</code> <details> Unable to process your request. Please check whether you have given the valid record Id XML data: <Leads> <row no="1"> <FL val="Refer ID">22</FL> </row>
Rules & Actions - Enterprise Edition
We are using the Enterprise Edition of Zoho. We need to perform a custom set of action for a particular contact baed on the account they are associated with. We started down the path of using Rules but have found the limitation of the Enterprise edition supports only 20 rules. So based on our understanding of how Zoho works this would limit us to 20 accounts ( 20 custom rules ). Even if we upgrade, the next limitation is 50 which is still to limiting for us. Are you using rules incorrectly
getSearchRecordsByPDC error
We are attempting to retrieve the Zoho "Lead ID" using our custom field "Site ID". I have tried many different ways of referring to our custom field "Site ID" but with no luck. Thanks for your help with this. error message: <response uri="/crm/private/xml/Leads/getSearchRecordsByPDC"> <error> <code>4420</code> <message>Invalid Search Column.Check it now</message> relevant code: $url = "https://crm.zoho.com/crm/private/xml/Leads/getSearchRecordsByPDC"; $selectColumns="leads(LEADID)";
Sales Orders - Contact Name question (insert Sales Order using the api)
Hi, We're importing records into Zoho from a database, using the api. When importing sales orders: the import function provides all the details, including Contact Name. However, when there's more than one contact with that same name, it seems that Zoho takes the first contact with that name (first in terms of Zoho id), and associates it with the order; I'd expect it to select the contact that also has the Email given in the order details, as Email is the unique field for contacts. Is this the expected
How to add customer/contact ID to sales order via api.
Hello, We have a webform that creates a new contact, and then add a sales order with that contact as customer. The only way I have found to add the contact to the sales order, is by using the "Contact Name". My concern is that we might get costumers with same names, so I would like to use the ID i get in return when creating a Contact, to link the sales order to that contact, by ID, not name. what field should I put the Contact-ID in, in the Sales Order XML?
Getting started with Carts - where do I begin?
We have. fully custom CMS, and at the moment we are posting to an external third party cart. We have looked at Shopify and others, but they don't give the customisation we want. So we are looking at keeping the whole system in-house. I am looking at using Stripe for payment, but they tell me I need a system like Zoho to manage the cart or the stock controls? How do we go about that? Looking for advice on where to start. We are using PHP.
Outlook Plugin for CRM does not "pull" all contacts from CRM
Current Edition of CRM: Professional Current version of Outlook: 2016 Potential Issue: Syncing contacts from CRM to Outlook failed to pull all contacts from CRM (it pulled 60 of 197 contacts) After some research, it was found that the plugin was only pulling the 60 contacts that were set to Standar" layout in the Contacts module Viewing non-synced contacts in CRM clearly showed that the record layout was not the Standard module layout Since this is Professional edition of CRM the layout cannot
Delete All Future Events button deletes only current event
I have created Event which repeats daily and never ends (!). Then I have tried to delete this and all future events. But only current event was deleting after pressing Delete All Future Events button. Please fix this issue with deleting all future events because it is messed up our system. Thank in advance.
Timeline and Upcoming Actions
Hi there How come the Timeline in an Account doesn't include any Open Activities? Even when it says "Upcoming Actions". Shouldn't Open Activities appear in Upcoming Actions? Thanks!
Why only 6 workflow rules?
why is it that I can only schedule 6 workflows based upon certain rules. Why can't I do much more? Is there a workaround?
upload a pdf file using XML
I'm trying to upload a PDF that's hosted on our server, but for the life of me I can't figure this thing out! Please help! I see that it can be done with the uploadFile Method, but "agreementURL" only attaches a link to the file. The URL doesn't seem to work with "Content". What exactly do I need to enter for the File Input Stream? https://crm.zoho.com/crm/private/xml/Potentials/uploadFile?authtoken=[auth_token]&scope=crmapi&id=[potential_ID]&content=http://www.[MY_URL].pdf Or is there an easy way
Can't delete Zoho CRM Outlook Plug in
I am trying to uninstall (move to Trash) the Zoho CRM Outlook Plugin so I can reinstall. I had this problem before & sadly did not save the steps. I run Sierra 10.12.3. I have control clicked, opened contents and deleted the plug in folder, and then tried but still get an error message that plug in is open and can't be move to trash bin even Outlook & Chrome were forced quit & I restarted the computer. Any thoughts?
Grant user access to different clients
Hi, I'm using Zoho CRM Enterprise Edition, I was wondering if it is possible to grant different users to different clients, so that not all the clients are viewable by all the users? Thank you
Round Robin custom function doesn't work
Hi, We have custom function for RR which has stopped working. Can you verify what happened to this code or in our system that it's not working anymore, please! leadIdStr=input.leadId.toString(); leadDetails = zoho.crm.getRecordById("Leads",input.leadId); firstRefRecordDetails = zoho.crm.getRecordById("Leads",2375204000000425001); firstOwner=ifnull(firstRefRecordDetails.get("SMOWNERID"),""); if(firstOwner == "2375204000000314001") { UpOwmer="2375204000000251057"; } if(firstOwner
How are people finding PhoneBridge?
I am trying to get PhoneBridge working with Twilio. One bug I've found on two different Mac computers is if you're not viewing your browser at the time of someone calling: You don't get any indication other than a phone call noise that a call is coming through (you'd think there would be a chrome alert like SalesIQ) You cannot answer the call - see screenshot below - these no number and no answer button Has anyone else had these problems and overcome them? I'd love to use their integration but it
Descriptions
We have changed some of descriptions on our products but when we do the quote then print to PDF the old description is there even though when we check the product itself its what we changed it too. Beside the actual product do we need to change this elsewhere?
How do I edit/modify Stage History for a Potential?
Hi, There is an error in the Stage History for one of my Potentials and it is causing errors in my Reports and Dashboards. How do I edit Stage History to remove this error? Thanks! Jim
zoho mail and zoho CRM
I am using the free version with Zoho I seem to be missing the email correspondence part in the CRM part? so I can see the outgoing email from the CRM, but I can't see the correspondence. can someone offer help? Thanks
Limitation to different teams' members
Our company has more than2 teams which information of each team are not meant to accessable with members fm other team, may I know how to do this
No Adwords information ?
I think we have done all needed to make sure that we include Adword information on our Leads. We can see the GCLID code but the fields about the click type, add, etc. are not populated? Anything we are missing to make sure that the lead information from SalesIQ populates the associated Adword info?
Dropdown or lookup that populates 2 fields on deals module?
In the deals module want user to select the number of locations from a picklist or lookup and then have both the number of locations as well as the amount saved to 2 fields in the deals module. Could do this with a function, however the code gets long and it would be easier to just use the table. See sample below. Location: select location have value saved here and in price. Price: Locations Price 1 $240 2 $480 3 $720 4 $960 5 $1,200 6 $1,440 7 $1,680 8 $1,920 9 $2,160 10 $2,400 11 $2,616 12 $2,832
Tooltip on Deal Stages?
Is it possible to make a definition of each stage? and have it populate somewhere on the Deals module? possibly as a tooltip when you are viewing the pipeline? Here is some background: The stages which we have built need to be clearly defined and understood by the end user sales team. A definition for each stage, possibly as a tooltip, would really help them to keep their deals properly aligned with company goals.
Deals with multiple payments
I'm looking to use Zoho CRM to manage my local (non profit) pool club. Will definitely be using about 10% of Zoho's capabilities :) We let our members pay annual dues in either 1 lump sum or in 2 payments. Is there a way to handle that in Deals? I guess it would be something like a typical Services Deal where you agree to a possible total amount upon completion of all the work, but only pay out upon delivery of each phase of the services project. Can something like that be done in Zoho CRM?
Retrieving info lost when converting leads to contacts
I lost all the phone numbers when I converted leads to contacts as the field for phone number wasn't mapped. I've fixed it now but is there any way to retrieve the phone number for those already converted?
Question regarding sent emails
Good day. I have a problem that I can't find a solution to. As of right now, I am the newest employee to my team. A part of my job is to create a list of those that we haven't contacted in a while. when I dig through these leads, I scroll all of the way through and I find that this person has not been contacted in any manner. My co-worker, can see all of the emails anyone has sent to this particular person. I can't see any emailed leads whatsoever before 12/10/16. Basically I can't see any emails
Posting XML to insertRecords
Is there a way to POST XML data to the insertRecords endpoint? (https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=AuthToken&scope=crmapi&xmlData=Your XML Data) Currently I've only been able to attach the data (url encoded) in the URL string. This means that we can only insert 5 records at at a time, rather than the 100 promised by the API documents. The URL limit is usually around the 2000 character limit, which is quickly used up by the verbose XML format.
How to avoid Lead Source is assigned "Chat" status
We are using the field Lead Source to identify where our customers originate from. And we do not want it to automatically be set to "Chat" when we are chatting with a customer that we have engaged with using e-mail Chat is just a next step. Is there a way to avoid that the Lead Source field is automatically assigned the value "Chat"?
Import Tasks and Associate / Relate
I am trying to input data from Salesforce. I successfully imported Accounts, Contacts and Deals. However, now I am in the process of trying to import Tasks. I have structured the CSV file so that each Tasks is associated with the Zoho Deal ID and Contact ID (I got these by exporting the data from Zoho). However, when I go to the Import function within Data Administration, there doesn't seem to be a corresponding field to map to. For example, Task ID is mandatory. What is Task ID If it is hasn't
Custom function to update new record with associated value, how do I do this when it's another related value?
Hi everyone, So I was able to get it to work where if I'm in Accounts and I create a new Quote, using Workflow and Custom Functions I'm able to take a String field from Accounts, like "DUNS" and when creating a new quote have it populate the "DUNS" field on the Quote using that value. The formula I used waS: updateduns = zoho.crm.updateRecord("Quotes",input.quoteid.toString(),{ "DUNS" : input.dunsid }); quoteid is set to the Quote ID value, and dunsid is set to the DUNS value from Accounts. The
Deluge - Access Creator Records from CRM
Hey team, Has anyone got any examples of accessing Creator records from CRM? I want to add a button in my Potentials CRM View Detail page that gets the Deal ID, looks up that Deal ID in a Creator Module and then adds a record to another Creator Module. I would have expected there to be something similar to Zoho.creator.searchRecords() but the creator service doesn't exist. Any ideas? Cheers, James.
Importing into Task Module / Nothing Imported into the Contact Name or Related to fields
I successfully imported account and contact records into the Account and Contact Modules. I then imported task records into the Task Module but nothing imported into the Contact Name field even though I had values in the csv file that matched the Contact Name field in the Contact Module. So now I have a bunch of Tasks that aren't connected to anything. I'm also wondering about the "Related to" field. Can I relate these to the Account records? I tried to import the Account Names just like the
How to clean/correct billing or mailing address to meet USPS postal standards
We need to export CRM Account data with mailing addresses for a report that we need to upload to a government agency (FCC). The gov't file upload tool rejects addresses that don't match US Postal Service standards, which is a large portion of our customer data. Is there a Addon or other automated way to "clean" our address fields to meet this USPS standard. Most of our CRM data is initially created via a webform by our customers, which is why we don't have a lot of control over quality (we don't
Email Alerts are blank
Hi there, I'm wondering if someone else is experiencing the same issue: my email alerts have started to be blank (no body copy, subject still there) for the last few hours while they were fine earlier. I've checked everything (different alerts, different emails etc..) and the problem persist. Anyone else? ps: note that I have reported this to Support
How can I log a new enquiry for an existing Account
I am looking at introducing the Zoho CRM system to our company and am trialling the Enterprise version. I like the way you can progress from a Lead to an Account. However, in our business its typical that an existing account will enquire about an additional service or product we offer and it is not considered a DEAL yet (ie enquiry about information not price). I'd like to log such enquiry in the CRM system under the ACCOUNT and on a regular basis run some analytics on the type of enquiries by date.
Quotes module needs ability to insert products or reorder product line items
The quote module needs a way to either add or delete any line item within the quote. The problem we have is that our quotes are very long with many items and very detailed descriptions and often we need a way to insert additional items into the quote.
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