Import Notes
Hello, I am trying to import notes into the Potentials module in Zoho. I have been able to map and successfully import some sample notes, but am unable to import the correct 'Created by ID.' For example I am wanting to import notes and assign those notes based on the user ID (for example: zcrm_779782000000062001). However, whenever I try to import the ID, it defaults to my user as the 'Note Owner.' Is there a certain format for the 'Created by ID'? Here is a snip image of the excel file and the
Sales Order Subject Field
Hi there, There's a thread which i 9 years old about this, so I have chosen to start a new one in the expectation it receives fresh energy! In the "Sales Order" module, "Subject" is a required, single line field. This renders it absolutely useless for our purposes. To make it useful (and so that it isn't filled with garbage every time someone needs to create an order) could it PLEASE be modified such that it can be auto-generated? If this is impossible, could someone clever help me write a function
Problem with InsertRecords - '&' not allowed in Description
Hello, Can any one please guide how to pass description data with '&" and other chars like (<, >, etc ). Its gives me error like this >> 4835Unable to parse XML.XML document structures must start and end within the same entity. URL : "http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&apikey=$ZOHO_APIKEY&ticket=$ZOHO_TICKET&xmlData="; I am passing below data in xmlData. <Leads> <row no="1"> <FL val="Company">NIL</FL> <FL val="First Name">chets</FL> <FL val="Last Name">dev</FL> <FL
searhRecords Bug, cannot search with 'IN' or 'AS' as criteria
the searchRecords method appears to fail when you search on SQL keywords. For example: with criteria=(Billing State:AR) I get a number of responses. with criteria=(Billing State:IN) uri': '/crm/private/json/Accounts/searchRecords', 'nodata': {'message': 'There is no data to show', 'code': '4422'} with criteria=(Billing State:AS) nodata again I need to be able to search on state abbreviations. I can use a workaround for the time being and rename all Indiana companies from IN to Indiana.
Auto populate fields from one module to another
I have looked around and not been able to find a solution for my problem. I am using Potentials and Quotes. I want to auto populate the Billing address on the Quote from the Associated Account. I would have thought this to be a relatively simple thing to do but all I can see is that I will have to create a workflow rule with custom function.
Sync Reminders with Google
Is it possible to sync a new Task with its reminder with Google? I tried to create a new Task with a reminder and was hoping that it would sync with Google so that I could access it on all my devices. But only my events are getting synced. I'm using the professional version, which syncs with Google Contacts and Calendar.
How to add a formula to a view's criteria
I know there are formula fields that can be added to a form, but how would I add a formula to the criteria of a view? For instance. We have a field in our Contacts form that is the date they joined our program. I need to find all of the contacts that are due for renewal today. So if they joined on Dec. 15,2012 the formula would return the value of 15. The formula I want to use is "Dayofmonth(${Contacts.Payment Start Date})" but I can't see where to use that when defining a view's criteria. Any help
Social
On Lead Profile is possible to find Lead in social network, helpful option, but why there are only Twitter, Facebook, Google+, can you add a LinkedIn as well? Our company hope to see this option very much, thanks in advance.
Day limit reached - when it resets?
I got a message than my day limit of deluge script is reached. 1) What is the time where it will be reseted and I will be able to use workflow rules again? 2) will my rules, which did not work due to this, be done tomorrow, or they will be lost?
Exporting to Salesforce
I am working with a company that requires the use of Salesforce. I have no desire to move from my reliance on Zoho, and thus would like to know if anyone has a suggestion for exporting selected data to Salesforce from Zoho. Any advice would be appreciated. Thanks! David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Feeds not showing for Group
I created a group and a couple of auto follow rules assigned to the group in the Feeds tab. However, nothing at all shows up in the group feed. This group consists of the actual users and I even added the Roles just to be sure. But nothing is showing at all - just a message saying "no data available" Any idea what the problem may be? Thanks!
Error "4102":"You don't have account in Zoho CRM"
I am writing a custom function in Zoho CRM for the Accounts module. The problem is that everytime I try to get the records of the module I get the error {"4102":"You don't have account in Zoho CRM"}. The source code of my personalized function is: void CopyAccountsDescription () records = zoho.crm.getRecords(("Accounts") ) ; Info records;When I tried to execute it, I get the error {"4102":"You don't have account in Zoho CRM"}. Also, I am very disappointed with the Zoho support, because it closes
Is Inventory Management going away in Zoho CRM?
Is Inventory Management going away in Zoho CRM because of Zoho Inventory product. I noticed the "Inventory Management" is no longer a side link on the Help Topics.
Using Products Module and Custom Module per Product Type
Hello everyone, Is it a good practice to use Products module and create a custom module per product type? Since my products have different informations than the others, I am wondering how should I be storing these. Should I.... create sections per product types create modules per product types, and associate it to Product module Thank you!
Duplicate account names on report
When we run a report using account type is a certain name (architect), many account come up two or more times in the list. Why is this? Cannot figure out how to keep the exact same accounts from repeating in the report list.
Importing Tasks - how to associate it with an account?
I'm trying to import tasks into Zoho. Exporting to get my Zoho ID I imported my companies and contacts from the Setup > Data Administration > Import. Then, I exported my companies to get the Zoho ID (i.e. zcrm_2195XXX000000176XXX) Importing to Tasks I used the above ID for the "related to" field during the task import. After the import, the related ID is empty and the task is not associated with anything. What am I supposed to use in the "related to" field for a successful import? I followed the
Zoho Desk tab inside Zoho CRM
Hello, our Zoho CRM plus users currently have a tab to Zoho Projects which opens directly inside Zoho CRM. I think it's embedded into the CRM as an iframe or equivalent. My question is whether the same can be done with Zoho Desk. Our best scenario is that users do not have to leave the CRM interface to view helpdesk tickets. I tried to create a web tab pointing to zoho desk, but it loads a blank page. Any ideas? Thank you.
email - crm integration
hi does the zoho crm and mail integrate in the free edition as i'd like my emails to show upon each contact?
Chrome Extension Atuthentication Using Zoho Api
Is there any client sdk from zoho? Actually i want to develop a chrome extension by having that client sdk. I have recently made a prototype for Podio so i want to make an extension for zoho as well. Podio offers browser api and uses oauth2.0 for authentication, i am searching for zoho either it offers something like that?
Converting a text field to a dropdown
I have a single line text field that I just realized would be much easier to work with as a drop down pick list. Is it possible to convert a field to a different type, and if not, any suggestions? Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Customize Deal Stage in accordance with the Deal Type
Hi there, Everything is in the title! Is there anyway to adapt the stages based on the Deal Type. For example : - If the deal type is "New Business" > Stage type 1 - If the deal type is "Reseller" > Stage type 2 If not, that would be a great features for us, and I guess the community; Tony
I need to display an image in the form
Hi, I require to display different images in the Lead Form based on the value selected, how can I embed image in CRM. Urgent help required. Thanks, Kazi Hassan
Pricing changes
We are currently billed under the Old Enterprise Subscription pricing matrix. How long will we be billed at this rate or will we be migrated to the new pricing at some point?
Struggling to Formula Fields
Hello! I'm trying to create a Formula Field in the Product area. My intent is to create a Secondary Unit Price that may have a different value from Primary Unit Price if Unit Usage is "CPM" (cost per 1000). Here is what I want: if Usage Unit is CPM then divide Unit Price by 1000, else keep Unit price as it is (Unit price * 1) Here is my formula: If(${Products.Usage Unit}=='CPM',${Products.Unit Price}*0.001,${Products.Unit Price}*1) And here is the error message I get: Your string is either missing
Encoding XML string on Zoho insertRecord
Having trouble appending an XML string to the insertRecords URL to submit a record to Zoho via a third party tool (HubSpot). In the example below, the $lead->publicLeadLink contains variables separated by an ampersand (&) which is breaking the $insertURL string. I believe I am encoding it correctly but am not sure if Zoho already has an encoding/decoding process on the post page that I am conflicting with. Please help. $xml = '<Leads><row%20no=\'1\'><FL%20val=\'HubSpot%20GUID\'>'.urlencode($lead->guid).'</FL><FL%20val=\'Lead%20Owner\'></FL><FL%20val=\'First%20Name\'>'.urlencode($lead->firstName).'</FL><FL%20val=\'Last%20Name\'>'.urlencode($lead->lastName).'</FL><FL%20val=\'Designation\'>'.urlencode($lead->jobTitle).'</FL><FL%20val=\'Email\'>'.urlencode($lead->email).'</FL><FL%20val=\'Company\'>'.urlencode($lead->company).'</FL><FL%20val=\'Website\'>'.urlencode($lead->website).'</FL><FL%20val=\'Found%20Site%20Via\'>'.urlencode($lead->foundVia).'</FL><FL%20val=\'Hubspot%20Lead%20Intelligence\'>'.urlencode($lead->publicLeadLink).'</FL></row></Leads>';
Best esignature program
I would appreciate any input for the best esignature extension to work with Zoho, or is Adobe the only one? Also, do any of them bring data back into a record in Zoho and if so, how? Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Phone bridge CRM to Snom phones
Hello CRM support, i want to add phone bridge from my zoho crm to my snom 320. that when a incoming call my account of the crm will jump. i know i have to put on snom320 on the incoming calls url to crm can please help me with the stages how to do it? thx
Excluding Leads from Reports or View
What is the best way to restrict Reports or View to just Accounts, and exclude Leads? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Inbound Screen Pops / Multiple Inbound Numbers
I have Ring Central and 4 inbound published phone numbers my customers call Inbound call screen pops only work if the inbound number dialed is the RC digital number assigned to my phone. Screen pops do not work if a customer dials my published numbers or my toll free number the screen pop works when making an outbound calls
Report to show Accounts with previous Event but no future Task
I would like to create a report to show all my accounts that have had previous events but do not have a future task scheduled. Is that possible and if so what are the appropriate filters?
Why do items in the recycle bin show up in reports?
It appears that items in the Recycle Bin show up in Reports. How can I prevent this from happening? Currently, I must empty the recycle bin in order to exclude deleted items, but there must be a better way to exclude deleted items from reports. Any advice? Thanks
cURL cannot insert company name with special characters
This is the php script I am using to insert data from QuForm to Zoho. It works fine until a user types in a special character in their company (for example Smith & Smith). When & is used, the insert does not show up in zoho. We tried replacing $company = $_POST['iphorm_1_3']; with $company = urlencode($_POST['iphorm_1_3']) ; But the company name shows up with ASCII codes for & (Smith+%26%Smith). Any suggestion on how to make this work with Zoho? function post_to_zoho($form) { // Find
Deal Stage List not Updated in Lead Conversion Window
I have updated the deal stages and corresponding probabilities. When I convert a lead and choose to create a deal, the stage options still include the old/original stages along with my new ones even though the Stage-Probability Mapping setup only includes the ones I want. Is there something else I need to update?
Zoho Desk and Zoho CRM Account and Contact data duplication
We use Zoho Desk for tracking of customer support tickets. Within Zoho desk we have existing customer Accounts and their associated Contacts (customer names). We also use Zoho CRM for Sales and Marketing. Within the CRM we have our existing customer Accounts and Names as well as prospective/Leads. How can we maintain one record of our customer Accounts and Contacts and any updates are synchronize across these two modules. We do not want to maintain the data in both modules. In a perfect world
Customize "Deals"
Hi there, I am new to ZOHO CRM and currently customizing our version. I already optimized "Leads", "Accounts" and "Contacts" to our needs, but struggle now with "Deals". Even though I am able to customize different modules, I would like to delete the existing fields, that are shown in the tab "Deals". I already tried giving the "Stage" different names, but then those are added at the end, but I want them to be the only once. In order to explain it better, here a screenshot: Thanks a lot for your
Is anyone using Hubspot Marketing automation and Zoho-CRM together?
Hi all, I'm planning to build a data-integration app to connect Hubspot (marketing) & Zoho-CRM. As a Product Manager, I'm bit confused about the Problem-Solution fit of this app. I'm questioning my decision that: Is there a demand/need for Hubspot & Zoho-CRM integration? Is there any specific user-problems which are not being solved by existing integration apps? It would be great help if you could answer some of the above questions? Thanks a lot, Rakesh Pathak Product Manager | Zapstitch https://in.linkedin.com/in/rakeshkumarpathak
Send SMS with Zoho CRM using Clickatell
At the update of a Contact Field, I would like to send and SMS. Ive got this working using email and would like to add sms. I have an account with Clickatell. The Webhooks help file is confusing and like reading greek. How do iI easily integrate sms using Clickatell Thank you
Zapier HubSpot integration zap from Zoho CRM to Hubspot
Hi, Please provide some assistance. I have been trying to integrate Zoho CRM with Hubspot (using Zapier) so that when I create a lead or contact in Zoho CRM, it results in a new contact being created in HubSpot. Unfortunately I have been unsuccessful. Every time I try and test this in the Hubspot Zapier interface, I am given this error "No contact with email 'test@gmail.com' was found. Unable to add unknown contact to list." I believe that the error may be coming from the Zoho CRM side because
Zoho CRM
I have four new columns I have to populate within records that already exist. Right now, in Zoho CRM, I am using the sheet view to update 100 records at a time by copy/paste from my Excel into Zoho sheets. For 50,000+ records this is highly inefficient and costs me a lot of time. I will frequently have to update these four fields plus others as new data comes to me and right now I am stuck doing this task in the manner explained above. I am a new Zoho CRM user, so any help would be greatly appreciated.
Lead/Contacts for Manager/Subordinate conflicts
Here's the use-case: 1) Sales Manager has a new lead that he converts to a contact/account/potentials. 2) Later, the lead decides to call the office and one of our Sales associates (subordinate to the Manager) picks up the phone and searches for the email address (that should be unique) but does not find it, since the associate cannot access the manager's contacts/accounts/potentials. 3) Sales associate decides this is a new lead, inputs it into Zoho CRM (it allows duplicate emails if it is separately
Next Page