GDPR: A year down the line
It's been a little over a year since the GDPR (General Data Protection Regulation) was enforced across the European Union. It aimed to give more control to the residents of the EU over their personal data and hold companies accountable over how their customers' data is being used. The numbers don't lie, it has been effective in increasing awareness amongst customers as well as making companies more conscious about respecting their customers' privacy. Over the duration of the year the regulation
want to create a quote from deal based on criterias
Hello, we are selling residential properties. I want to populate a quote from deals based on 2 or 3 criterias (number of rooms, project, state). is there a way to do it ? regards,
Search API not working - throwing 204 Error
I'm using Python SDK to search on Contacts Module module_ins = ZCRMModule.get_instance('Contacts') search_result = module_ins.search_records_by_email(self.email) record_ins_arr = search_result.data it was working but suddenly it's throwing 204 Response error_content: INVALID_DATA-The given id seems to be invalid.. Error Details::None Access token is working fine Scopes are: ZohoCRM.modules.all,ZohoSearch.securesearch.READ,Aaaserver.profile.Read What is the problem here??
Potential id
I know that potential id's exist because I can see them when I use sheet view, but I cannot get them to represent in views or reports... help?!
"Call" Module - wish it was more customizable
For instance, we don't really care about duration and when you are adding a call you have to choose "call details" before you can choose inbound/outbound, so i would think it should be above it
Unable to import deals with Closing Date
Hi, I am trying to import some deal rows from an excel file. It asks me for a Closing Date column and I have two problems - 1) Even though I have populated this column on my excel with a date, the import keeps rejecting them (skipped) and the error reason is that the column value is being picked up as empty 2) I actually in the first place don't want to enter dates for this column for all rows since not all my rows are closed yet - but it seems that column cannot be empty Can someone please help.
Create a deal for a lead
I need help. I know I can create a Deal for a Contact but can I create a Deal for a Lead (before converting to a Contact)? Also is there a way to automatically add the Quote created in a Lead record to a Contact record during the conversion of a Lead to a Contact? I really need help with these questions. Thank you for your help!
date zoho crm
An extra day is required in the current data field. Example: There is data field A format "day / month / year and 1 data field B" day / month / year "but plus 1 day from data of field a
How do I make someone a Super Admin on Zoho CRM?
Hi Guys Okay so i had Zoho setup on my personal domain (domain-a). Then started a new business and loaded a new domain (domain-b). I created a alias on my original email account and created a new user for my colleague. So i had a CRM setup on my original account, but needed a CRM for domain-b, so deleted the crm on domain-a, but still couldnt setup a crm using the alias i created on my email from domain-a. I used the email i setup for my colleague to create the CRM and invited myself using my
I cannot edit the name on an account, and I am super admin
I never restricted permissions, and I should be able just to click on any field and edit it. Why is this so hard?
No last name for leads
I understand that last name is a required field for Leads. In cases where there is no last name, what is best practice for a placeholder? Options we are considering (not including quote marks): "Unknown" "NA" "Pending" "Last Name" "-" (dash symbol) In your opinion are any of these better or worse than others? Any risks or downsides to choosing any of these. Once we decide we want to commit to naming all our blank last names with that choice.
I need a Report that shows how many deals passed through a stage
Hi all, I am in need of a report that shows how many deals were ever in a stage. I need to see how many deals were in each stage over the course of a 2 week period. For Example, i have 5 stages: Qualification, Application, Shop, Contracts, and Fund. Say I have 100 leads that are converted to deals, and i need to show how what percentage of all deals converted my salesperson was able to get an application on, and also show what percentage of all deals converted they requested contracts on. I need
Managing company's internal records
We are digital marketing and digital product development company managing IT assets with custom module. For example, we have a module named "Servers" which we use to manage (only have details of the instance and not the actual management of servers) our customer's AWS cloud resources (EC2 instances). It's all good when the server belongs to one of our customers. We also have internal resources like servers we use for production, testing, development, proof of concepts, etc. What would be the best
Lead owners view only their own leads
How can I segregate leads so only lead owners see their own leads?
Contact ID Number appearing? How to Stop?
Hello one of our users is having an issue with the zoho user id number appearing in the feeds can you please assist us with how to fix this issue? Screen shot attached.
Cannot Delete Pick List Option
I cannot remove options from the pick list. When I try to click the delete button (highlighted in the image) nothing happens. There is no error message or any sort of response. I am on the free version, but wasn't sure if this was a limitation of the free version or something I am doing wrong. I can add options using the "Add Options in Bulk," but cannot delete them.
Is there any CRM API's extensive list of Exception responses?
Hi, Can you please provide all the exception responses for your API. Thanks!
Can't edit properties in industry field (Leads Module)
When I click on "edit properties" in industry field - nothing happens. How to fix it?
Zoho Dashboards sync to Zoho CRM
Is it possible to have a dashboard or page sync with Zoho CRM data in which I can show all my deals and each possible status or stage as a column? Report should be like a spreadsheet. Users should be able to click a radio button on each column to mark in which stage the Deal is. Also, each cell should be colour coded manually, user can change the colour of each step/stage and add a note. When user scrolls the mouse over the cell it should show the note to explain the colour of the cell. Do you reccomend
Feedback for the Updated Zoho CRM Fields
Hello, This morning I noticed a new style for the Fields in Zoho CRM Modules. I would just like to say, I am not a fan of this update and would like the Field style to go back to the previous version. To put it simply, there are too many lines. I don't need a dash to indicate a field is empty (as seen in View mode). And I don't need bordered fields to know where to enter the data (as seen in Edit mode). This update makes absolutely no sense to me, and only causes more visual clutter on my screen.
get an error when trying to get token
when i trying to get an token. can any one help in this situation? https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=ddazad@xxxxx.com&PASSWORD=AvhF9YCpY7yI&DISPALY_NAME=CRM
Error in generating Auth Token
I am trying to generate auth token after successfully generating code and using the code when i try to generate token i am getting error
Importing Leads (New and Update)
Hello, We have a list of conference attendees that we want to import into Zoho. The list does not contain email addresses. We want to check for existing leads in Zoho and flag them as part of this new conference. Is there a way to do this without emails? We used to use RingLead to do this for us.
New UI Layout Issue: Popup screen for mandatory fields & overlapping error messages
There's a small css issue with the popups that occur when fields are set to mandatory in a layout rule. Scenario: User sets a field to X which triggers a layout rule that sets a field to mandatory. This causes a popup screen to prompt the user to enter details (which is great). 1. The user can't see the full tooltips within a field 2. If user clicks save without entering info the error messages overlap with the fields. See screenshot attached. (I'm on safari 12.0.2, Mojave 10.14.2)
How do i search both contacts and accounts together
I just want to be able to view ALL contacts sometimes
About Integration
Can I inegrate Zoho CRM with the plugin ( this is plugin link https://codecanyon.net/item/booked-appointments-appointment-booking-for-wordpress/9466968 )
Sorry! Your account has been disabled.Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access!!!!
I just bought CRM Enterprise and now cannot log in! This is urgent. I will cancel my subscription if I don't get assistance! Sorry! Your account has been disabled. Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
How to delete a custom home page option view?
I have a custom home page option view that is no longer relevant. How can I delete this custom home page view?
Two Factor Authentication not working for Android app
I am trying to disable two factor authentication. When I toggle to "disable" the message tells me a notification was sent to my iPhone app. BUT I HAVE AN ANDROID PHONE! I have my Android App set up on my phone. But it is not getting the notifications (that are being sent out to a non-existent iPhone). How do I get it to recognize my Android so I can disable this feature? Thanks!
USD is my home Currency, unable to add NGN Currency
USD is my home Currency, unable to add NGN Currency
Bad Update to the CRM Interface - Text field now much too small
Today an update to the CRM interface was released, and it's made it much harder to use. We use the text field widget to enter notes about the account. Previously the field took approx 3/4 of the page so you could easily enter and read your notes. Today the width of that box is MUCH smaller, making it very hard to enter or read your notes. I sincerely hope you'll either revert this change or fix it asap. It was much more usable previously. Terrible update. The red below shows the previous workable
Missing Forecast Module
Hello -- I am having trouble finding the Forecast Module. A few details: - I am an administrator but role is not set to manager. - I have asked the CEO to check and he doesn't have a Forecast module either. - I have checked settings to make sure it is not disabled -- it is not. - We are using a paid version of Zoho What am I missing? Any idea why we could be missing this module? - Jay
Zoho API Query
Do how get email secondary of account? select Email from Contacts where Email = 'email@email.com' limit 20 return (int) 0 => array(
'Email' => 'email@email.com',
'id' => '988888999823283823293230'
) but is not email seconday only return email primary
Custom Reference Number for customer
Hi guys, I am new to Zoho and I am wondering about the following: Before using Zoho, I used Excel for my CRM management. Every customer got a Reference Number which looked like this: NZ-KKR-190621-1 NZ was a preset (always in the beginning), KRR is the owner of the contact, 190621 is the date I created the customer and 1 was an ongoing number. Is there a way to implement this as an automatic generated reference number when I enter a new customer? If there is a way, please explain it step by step
Log In to Zoho CRM using the API
Hi, Im trying to automate the login for my web application but I cant find the way to do it. I can successfully retrieve a code for generating a token using the endpoint https://accounts.zoho.com/oauth/v2/auth but only if im already logged in, otherwise im redirected to a login page where I have to enter my credentials manually. I tried to use the endpoint https://accounts.zoho.com/login without success. Is it possible to achieve this? Thanks
How can I add an email from third party into a clients record?
We have to work with our clients and multiple third party people to get the job done. I would like to be able to have all the correspondence from those individuals in the clients record.
Email sent of ZOHO CRM arrives to SPAM
Hello! I am sending emails from a workflow using email account of a CRM user, those mails are arriving to spam from users. Is possible to fix it? Thanks!1
Hide grey oveview of deals and contctas at top of account?
How to hide grey oveview listuing deals and contacts at top of account? Thx for directions. It is disturbing... in our case: high throughoutput with no contact to account contacts from there.
Display modules when utilized
Is there not a way to display modules when data is inputed and exclude the module when data is not inputed? Here is an example, I have accounts for John Doe and Jane Doe. John Doe has data inputed into a module called criminal history. Jane does not have criminal history, so there is no data. I want John Doe's account to display this criminal history. Jane Doe's account will not display the module, as there is no data in the module for Jane Doe. How can this be accomplished?
Lead Conversion Mapping Aftermath
Hello, I am still playing with Zoho but when my leads were converted to clients, the client's file is now missing their date of birth after the conversion. I fixed the lead conversion mapping so this doesn't happen in the future but i have over 100 clients that do not have their date of birth showing. My question, is there a way to get the 100+ clients to have their date of birth showing again in their converted file? Maybe like some sort of mass update? Thanks in advance.
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