C# ZCRMSDK link contact to account
Hello everybody We’re using Zoho ZCRMSKD to code an application in C# who synchronise the Accounts and Contacts between our ERP System and Zoho CRM. At the moment we’re facing a problem we can't solve by ourselves: When we add a new Contact in Zoho
Sync multiple Google Calendars (personal + org calendar) to Zoho CRM
Hello, I've integrated my personal Google Calendar into Zoho CRM. As we also use an Organization Calendar, is there a way to sync events from the Org Calendar on Google to Zoho CRM Calendar? Thank you
Focus Group Webinar - Integrating Zoho CRM and Zoho Books
This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching
Update a contact
My main contact is no longer in a customer company however, all of our projects show him as a contact. Can I do a group change to update the contact to someone else? I don’t want to lose the comments, but I believe they should be attached to the project,
Mandatory Last Name Field
The LastName field in Contacts should not be mandatory and unchangeable. I often meet people, know their Firstname and Mobile number but not their last name. Andrew Scott
Is results equal zero column not to appear.
I have a sales order, with a column for discounts. Some clients don't receive a discount. Rather than having a column that says discount with a zero, I'd prefer the whole column to be hidden. Is this possible?
Conversion Ratio Formula Assistance
Hello, I have a request to provide multiple time period conversion ratios on a single dashboard that can be seen at the same time, in otherwords, not using the user filters. I think I have what I need, but when I try to save the formula, I get the below
Social module doesnt alert us when we receive a facebook msg
Hi. Ive connected our Facebook account with the Social module. I can see conversations/threads. However, when a Contact msgs us on Facebook, theres no alert or anything notifying us of this. We dont know a Contact has msged us unless we look at the Social
Pull data from accounts module into meetings module
I want to pull data from the accounts module into meeting records. For example, I have a meeting with John Doe on the ABC account. I want the meeting record to pull in various fields from the account module along with contacts associated with that module.
Advice About Inventory
Hello all, I was wondering if you have any experience / advice on how to make Zoho work in a way that makes sense for us. We need an inventory module to manage our inventory. Naturally the first stop is to look at Zoho Inventory. However we cannot link
Issue updating amount in CRM using deluge
Hi, in need of some help! I am new to deluge and running into an error! I am trying to very simply pull the data from one field and update another. getting this error; Failed to execute function Argument type mismatch - Found 'KEY-VALUE' but Expected
Zoho CRM API version 2.0 sunset date.
Hi, Since version 3.0 of the API is out now, are there any plans or dates announced for the deprecation or sunsetting of version 2 of the API? Any help or information would be greatly appreciated. Cheers
Is it possible to get Outlook Emails to appear in Zoho automatically????
Hi, is there any easy way to get the Outlook emails to and from leads and contacts to appear in Zoho automatically? We are running with Outlook 2010 with the Zoho Add-in and have so far just started using Zoho with a few enquiries being entered via our
Zoho CRM's V3 APIs
Hello everyone! We are happy to announce the release of Zoho CRM's V3 APIs! While the previous versions are stable and widely-used, V3 brings you a set of rich APIs that can satisfy your business needs quite easily. Read on for a brief of the updates
Integrate with external API
Hello, triggered by a field update in CRM leads module, I need to push something to an external API. I've got this running using automatins/actions/webhoolks. The external API responds with an OK200 and some JSON information in the body. How can I use
Generic Script to Map Subform Fields from one module to another
Hello Zoho people, I was wondering if anyone is willing to lend a hand. I need a generic script to map a subform from one module to another, based on LookUp, using workflow automation. Generic I do not mean something which work everywhere, which is not
Synchronization of two records in different modules
Hi, I intend to use zoho Crm for my company. I am testing it, but right now I have a problem I have created an Advances field in the "DEAL" form A "RECEIPTS" module has been created which must report all the values of the advances created in leds automatically
Get just the ID of a related contact to a Accounts
HI I am using the follwoing code, it should work but I akeep getting a error contactdetails = zoho.crm.getRelatedRecords("Contacts", "Accounts", 4994407000000372612); info contactdetails; contactID = contactdetails.get("id"); info contactID; I get the
Convert a string to an array like PHP explode();
I have a String "725 1180 1091 1019 961 925 887" that I want to convert into an array like the PHP explode() function do it so I can take each individual value/position of that array, can someone help me with this please
Link to external URL on Zoho CRM tabs
Hello, is there a way to add a link to an external platform in the Tabs section? Here: I'd like to give the users the ability to open Google Calendar on a new browser tab. I've seen this is possible using Buttons, but I can't add buttons to the Tabs area.
CRM Dashboards - 3 modules
Hi all, I need to create a CRM dashboard crossing information from 3 modules. I need to add another module to the both in the picture below. Is this possible using CRM Dashboards/ reporting? Please advise
Merging Records Automatically Upon Import from a Web Form
There are two ways that leads get imported into our Zoho CRM as a Lead: Landing page software (Unbounce with Zapier to handle the import) Gravity forms on our Wordpress website (We use GravityForms to Zoho CRM add) A new lead will often fill out a form
Timeline not being kept when merging two accounts
There is a flaw in the current merging process. When two records are merged, the Timeline for the previous records is not kept in the new one. This is an auditing loophole as one can bypass the Timeline audit log by simply merging a record.
Google Contacts Sync
I have just initiated a google contacts sync by changing the frequency from Daily --> Never Repeat --> Daily (Only way I know to initiate a sync). It is now 23 minutes later. I have a group of contacts called "Automotive" that I want to keep synced.
Unable to activate Google Calendar
Hi guys, For some reason I'm unable to activate the Google Calendar sync for some users. I've got it up and running for myself and some others, but somehow I cannot activate the sync for everyone. (see added screenshot of a user which isn't allowed to
Deletion of all records in a module
Hello everyone, what's the fastest way of deleting all records in a module? I'm currently using a function to delete records but it's taking time
Data-form to Raw Json Format
I'm trying to covert an data-form entry into a Raw Json Format in a POST API call on Postman and it's not working well. The API Instruction for data-form input: Website And it's works well when I use that data-form configuration for my API: But the problem
Brain fart on getting "id" from a module Map
contactId = 5122008000000796037; contactMap = Map(); contactId = zoho.crm.getRecordById("Contacts",contactId); mailCode = contactId.get("Legacy_Mail_Code"); camapaignMap0 = Map(); campaignMap0 = zoho.crm.searchRecords("Campaigns","(Mail_Code:equals:"
Publish reports
Hi! Is it possible to publish the reports generated in the Analytics module on https website? I understand that zoho offers the option. If so, do you have the option to update that data from time to time?
Any advice for how to store product / service details by account?
Currently, we can add products to accounts, but what I can't figure out how to do is to add a start date, cancel date, price and other misc data specific to the account. When we demo'd the product, I assumed the products on an account record would allow
Email Workflows within CRM
Hi First we dont want to do this via Campaigns I need to create a workflow based off a sign up date and a status field within a contact record heres what we need 1.as soon as a certain status field is selected send an email to the customer 2.when a
How to change my "Title"
In setting up my CRM Account it lists me as thre Adminstrator which is fine however the next field over lists me as "CEO" for which I am not -- how do I change this.
How to write right search criteria for Zoho API to get all accounts which are customers?
Dear all, I have a problem, I'm getting only 200 accounts that lead, I need to search for Customers and Sub-customers and get all of them. What I'm doing wrong? How can I fix it? Thank you in advance! Best regards, Vladimir My code is below:
How to execute a CRM custom function OnSave a product? I got this already
What I'm looking for is trying to fill the Unit Price field with the value of the Price 1 field converted to CAD on my ClientScript side I got this product_ID = $Page.record_id; var response = ZDK.Apps.CRM.Functions.execute("Product_OnSave", { "product_ID":
Fields not available for funnel
Hi! I found something using analytics. Using the analytics module, try to create a funnel to check the conversion of leads to sales. I realize that among the options to classify the information there are only some fields (I imagine they are standard),
Adding Teaminbox related list to Deals
Hello, is it possible to add the teaminbox related list to Deals? Thank you Antonio
View tasks created in Zoho CRM in "Assigned to me" section of Zoho Mail tasks
Hello, Is there a way to view tasks created in Zoho CRM in "Assigned to me" section of Zoho mail? We can now see them in "Unified view" under Zoho CRM section, but there is no filter for a person to see only his/her tasks. And instead organization-wide
CRM & Workdrive - Automatically add folder to Workdrive related list module
Hi I have installed an extension which has linked the CRM with Workdrive and generally is working perfect, exactly what was needed. https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm#overview However there is just one thing I have been trying
my enterprise trial on crm , suddenly change to crm plus how to get back my to my enterprise plan please help me.
my enterprise trial on crm , suddenly change to crm plus how to get back my to my enterprise plan please help me.
How do I use deluge to get the accounts that only I am owner of?
HI I am using the following: response = zoho.crm.searchRecords("Accounts", "(Owner:equals:SAL01-GS01-Garth Scholfield)"); info response ; In the console it returns : Info Function Excecuted Succesfully But it outputs nothing
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