webhook to post lead as XML
Hi, Trying to get a webhook to work to post lead details as XML to another CRM system. Just can't get it to work. Needs to post Zoho CRM lead data to FLG360 in the following format:
invalid client response
Hi. I'm trying to generate tokens and getting {"error": "invalid_client"} response. I'm using postman for requests. Making everything as in documentation but it doesn't work. What is wrong? URL https://accounts.zoho.eu/oauth/v2/token body : grant_type: authorization_code client_id: myId client_secret: mySecretredirect_url: someUrl code: codeIgot
Lookup Field
Hi, Pretty new to Zoho, but got a question regarding the lookup field. I've created a new module, and have been trying to use the lookup field to look at the 'Products' module and pull the data across. I though it would have been straight forward (unless I'm missing something. Below is what I though all I had to do, First field label = My new module Lookup module = The module I want to pull data from And related list title = Thought that was the field I would pull data from Can anyone point me in
Unable to insert the "Details" section of a Sales Order into a Merge document
I have a Deal which contains a Sales Order which has two "Products" in it. I want to create a document which includes various fields from the Deal and the "table" of "Product Details" from the Sales Order. But, the Sales Order Details table does not merge. See the attached screenshots. Ideally, I would be able to use in my merge document any data from the Deal or Sales Order...at the atomic level (ie., the name of the Sales Order), but also the table of Products from the Sales Order. Is this possible?
copy paste records from one custom module to another custom module
Hey I have two custom modules in zoho crm named SMS history and SMS history0 and I want to move all the records from SMS history module to SMS history0 module. Is there any solution as to how I can do it? Please reply!!!
Creating a custom view based on an associated object
Hello, In our Zoho application we have person objects (based on the Contacts module) and Link objects (based on the Accounts module). In the person object we store all person related information. In the Link object we attach two person objects, one volunteer and one client. I want to create a custom Person view where I can see all Person objects that aren't attached to one Link object. However, when I'm creating a Person view, i can only create filters based on the attributes of the Person object.
Editing Field Drop-Downs
I am a new Zoho user, I assume you can edit the drop-down pick lists in fields such as Lead Source or Rating. How do I do this?
Zoho email integration
Hi, when I integrate my Gmail account into Zoho CRM I can no longer see the emails that were sent via Zoho. Is there a way to be able to see the previous emails sent as well as the new gmail ones? Thanks
Notes
Hi there, When look at an overview of the Bookings Module (for instance 'All Bookings Today') is there a way to have the 'Notes' section displayed as a column in this overview, so that I can see all the notes on Today's Bookings at a glance? Thanks
Zoho Contacts API - How to read user name
Hi, I'm wondering if there is a way to fetch user (to whom OAuth token was issued) details using Zoho Contacts API? Something similar to ZohoCRM GET /user?param=CurrentUser What OAuth scope would be needed for this?
Quote Line Items
In my quote template We would like a column that shows line items in that quote and chronologically listed. For example Line Item PN Description List Price Qty TTL 1 5890 Spoons $2 5 $10 2 5845 Forks $2 5 $10 3 5810 Knives $2 5 $10 Currently the Line item field in our quote is reflecting the Line item number that the product was entered into the product module.
Can I upload attachments to the CRM in bulk?
Hi, Wondering if there is a way to do a bulk upload of attachments? Thanks Sam
How do I set different stages for different potential types?
We have different processes for different types of Potentials. I am seeing a single list of Stages in Zoho CRM. What is a solution or a bypass implementation?
Leads Desctiption
Why are we not able to use a Leads Description as a variable for any automation purposes. We get a lot of junk leads that contain the same keywords that we would like to more easily automate to delete. Any ideas?
How to set up Custom Fields for Contacts
I am new to Zoho and am testing it out with spread sheet data before I purchase it. I uploaded about 300 contacts I found. I now need to add some custom fields under Contacts. I found some advice online to click a GEAR ICON in the upper right select PREFERENCES. Go to CONTACTS sub tab where you'd find the optionh to add 10 CUSTOM FIELDS. The problem is this must be old advice. There is no GEAR ICON that leads to PREFERENCES. I am an expatriate in a foreign country and I absolutely have to track
New UI Enhancements in Zoho CRM
Hello everyone, We are excited to announce that in the early next week we will roll-out some exciting UI enhancements in Zoho CRM. These minor enhancements will guarantee a better visual appeal. The UI changes will reflect in all the modules except: Activities Blueprint Workflow Approval process Actions Schedules Criteria The focus point of the enhancement is that, all the "Line Style UI" display fields are replaced with "Box Style UI". To extend an unified experience we have introduced the "Box
How to link Sales Orders field to Invoices
Hi, I use Zoho to save Orders from clients and to create invoices. I configured a new field in the Sales Orders section named "number". This field is very useful to write the orders numbers sent by the clients. I would like to display this field in the Invoices section. So, do you know how to link a field filled in the Sales Orders section to the Invoices section ? In fact, I want to see this number in my Invoices section when I convert a sales order to invoice. Thanks in advance. Regards, Brice.
CRM setup for different customer groups
We have several different customer groups: - Retail customers (B2B) - Consumers (B2C) - Affiliate partners (B2B and B2C) They all go through completely lead/sales funnels. Hence, information for each group is very much different from the others, e.g. B2C may be a social media source whereas retail customers may be acquired through cold calling. How should we setup these three different customer groups with the corresponding individual data fields?
Indiamart Integration
Hello, Can I integrate Indiamart to zoho CRM, From IndiaMart I get enquiry and leads, can i connect those directly to Zoho CRM ?
Actualización de campo
Como puedo hacer una función que cuando se actualice un campo (campo1), asignarle a otro campo (campo2) el valor del campo1
Community Digest - February 2019
Zoho Community Meetups Quarter 2 - Zoho Community Meetups in Mountain and Mid-west, US Tips and tricks On how to add videos in Zoho CRM email templates Ask the Experts Check out last month's Ask the Experts compilation on Reports and Dashboards in Zoho CRM PartnerSpeak on Zoho CRM Check out Jason's new discussion on tracking UTM Campaign information in Zoho CRM. Useful discussions On using common transition in Blueprints. On retaining email information of a user when he/she is
Can't find sent emails
This morning - I sent an email to a lead. On the CRM page I clicked "Send Mail" - and typed the mail and sent it. Now, when I go into the lead, it doesn't show that I sent any mail at all! How can I see what emails I have sent from within CRM??? This makes no sense to me.
Zoho Integrated Web Form
Hi there, I have an integrated Web Form where I have selected fields that are linked to a layout I have in Zoho. I would like to add some text headings to the form which don't link back to Zoho (for example 'About You', 'About the venue' etc) Is this possible please? Thank you
Arabic CRM Interface
DO you have an Arabic CRM Interface that we can use? Can we customize it ourselves if not there?
Books / CRM Guru in Sydney to help a new user
Folks... we are running into issues setting up Books with CRM.. Hoping a friendly face in Sydney may be available to answer some of our questions.. Getting nowhere with ZoHo support.. Mike ... 0412 369 552
Last Record
Hi, How can I get the details of last record that I have added thru a form ? What parameters I should search for. Thanks for your help in advance. Milind Manohar
Zoho CRM Campaign
Can you help to advise as to how to retrieve all contacts under a particular campaign inside the Zoho CRM. I have multiple contacts under that campaign that I have to export out to excel/csv so that I can manipulate the data/info. I tried using the report tab and create a CRM report with the columns that I needed.. all seems well with the exception that i cannot have a column with the accounts name (meaning to say, there's no column title Accounts Name). I reference the available sample report
Security
How do I remove second verification security particularly using my phone. It is stopping me use my account. I am an international traveller. I often need to use VPN because of local restrictions. I have to use a different sim for different countries because of mobile call charges. Often when I have access to the phone required for verification the line is too poor for SMS and clearly therefore inadequate to recieve the spoken code. The information I use does not need the security levels imposed on
Campaigns Module
Has anyone experienced a recent update on the campaigns module that automatically gave them a field (lookups) for a child / parent option for this module??
How long for Super Admin change to update in the CRM?
Hello Originally when I set up Zoho services, I set the Super Admin as an admin@ email address. I then set up a separate personal address for me at camilla@ and one for my sales guy at bryce@. I trialed the free version of the CRM with three users: admin@, camilla@, and bryce@. Now, I want to subscribe to Zoho CRM Professional and pay for just two users - camilla@ and bryce@ - as I won't be contacting clients through the admin@ email address. I have since changed the Super Admin on the organisation
Cold callers: views and training
How much information do you show to low-level cold callers? (not sales staff) How much training do you give them on Zoho CRM?
Can i downgrade from Enterprise Trial to Free Edition of Zoho CRM
Hi all, Currently in the process of evaluating several CRMs, have shortlisted to two, Zoho CRM and another package. Have signed up for trials in both. Currently trialing the Zoho Enterprise CRM edition. I just wish to check, at the end of my 14 day trial, can i downgrade to the Zoho Free 10 user edition? wanted to know before I spend the time importing data and going any further on the Zoho CRM Enterprise Trial. thanks in advance to all for your help! Regards, David
CEO default role when join CRM
Hi folks, Just paid and signup and login to ZOHO CRM. Everythin looks great. However, my name account is the "Super Admin" which is can be expected as I am the charge for the Application but by default I am the Role of CEO... I cannot change the role of CEO as it is a System defined field? Why did they choose CEO not something like ZOHO Admin or somthing like that? I have to create all the users of the Sales team and included the REAL CEO and show a demo to tomorrow with the basics. My boss the CEO
Need to be able to display more than 100 contacts at a time.
Really frustrating that its not possible to display more than 100 contacts at one time.
Set up Zoho CRM to auto-dial in Skype
How do I set up to auto-dial to Skype from Zoho CRM
More than 10 contacts visible in Accounts ?
I have Zoho Enterprise If I am in Accounts, say a company with 25 contacts, I see only 5 on the screen, can I go to "a next Page" or increase the number upto the number of linked contacts. Thanks William
Zoho API - v2, searchRecords by Created_Time
I need to find records which are added After a certain date/time. Can you please help me that how can I build a criteria to find that data using the searchRecords method. Thanks.
Error Message when trying to post to Cliq
I'm calling a function to message a person in Cliq, but I'm getting this error: {"code":400,"data":{"error_key":"error.invalid.useraccess","error_code":9006},"status":"FAILED"} However when I edit the function and click 'Save & Execute Script' I get a success message: Response: {"status":"success"} Cliq User: m*****@j*****s.com Response: {"status":"success"} Exact same Cliq user was used for both attempts. Here is the code I used: msg = "Testing for testing purposes"; cliq_user = "m*****@j*****s.com";
I can't add Captcha on my CRM web form
I am using the trial version of Zoho CRM, Standard edition. I can see, but cannot add the Captcha field into my Web Form. Both File Upload and Captcha cannot be "grabbed" to bring into the form. I cannot find anywhere in your documentation as to which edition/version I would need to be able to use this field. To date I have received three spam leads (I did not approve them) but I have only had this on my web site since yesterday! I plan on purchasing a subscription to the Standard edition but if
Google search in ZOHO field
I used in my old (local installed) SuiteCRM/SugarCRM fork the field Googlesearch: http://www.google.co.uk/search?hl=en&q={name}where "name" stands for the Account Name field. ....THAT WAS WORKING FINE.!!! In my Zoho Accounts I created such a field with the http://... but it is not working, and does not go to Google search for that e.g : " Johson Company" Can this be done ?? William R.
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