Create a "Tag" field type to standardize values for fields that may have significant variations in their value
How would I send a message to all Contacts in "profession" X "specialized" in Y who are members of the "group" Z? Lets say I want to send a message all Contacts who are Financial Advisers and also Veterans. How should the records be managed and how could we take action on those records? Here is the problem: I want to be able to pre-define all categories of professions, specializations, and groups so that there are no inconsistencies in naming them As new ones are encountered I want to be able to
Standard Layouts into ZCRM
I did some updates in Standard Layouts on ZCRM into modules: Accounts, Leads, Contacts and Vendors. But I don't clone before. I need know if is possible, get Standard Layouts again, like when I started use ZCRM.
Help with buttons
I need help with handling the button. At zoho developer. I can't get the button to open a tab with a typed field with another confirmation button within the same tab. I wanted the value entered to be assigned to another field in the traction modules and thus treat the data. I can do that, if so how? I was able to handle the data already, but the problem is in the button. if it is not possible to enter a text camp, is it possible to place a confirmation button on the tab? thanks
Problems using Record Upsert API when trying to check for duplicates
I'm trying to use the Record Upsert API and am running into problems with how to specify the proper duplicate check fields. I'm using cURL, and can't figure out where you want me to include the `duplicate_check_fields` parameters I tried putting it in the URL: https://www.zohoapis.com/crm/v2/contacts/upsert?duplicate_check_fields=Contacts-Email,Last_name And in the data, both inside and outside of the data array: { "data":[ { "Company":"<COMPANY>",
Card Scanner consistently unusuable
Hello Team ! We are migrating our ERP to Zoho One. Our marketing and sales team gets a lot of business card from events. The obvious way is to use Card scanner to upload our leads to the CRM. However, there is a big downside we just found out. We tried Card Scanner on the following devices: - iPhone 6, iOS 8 (2016) (version 3.2.4) - iPhone 7, iOS 10.3.3 (2017) (version 3.2.4) - Honor 5c, EMUI 5.0.1 (2016) (version 3.2.9) On the iPhones, Card scanner need about 30 to 60 seconds to recognize the card,
Do we have to use OAuth after 2019/12/31?
I am a PHPer. I am migrating the API from V1 to V2. Can we use https://accounts.zoho.com/apiauthtoken/nb/create?COPE=ZohoCRM/crmapi&EMAIL_ID='.$email.'&PASSWORD='.$password.'&DISPLAY_NAME=SGCRM' to generate a token to request the V2 APIs? Because I found that I can also request V2 APIs by putting this token to the header(Authorization) now. Thank you.
Case insensitive search records on CRM API v2
Hi, Is it possible to do a case insensitive search on CRM records using the Search Records (https://www.zoho.com/crm/developer/docs/api/search-records.html) API call? Thanks.
Identify an existing Account and convert lead to contact with a Custom Function
Hello everyone. I'm trying to write a custom function in Zoho for the following scenario. Any users or prospects that contact us are first created as a lead in Zoho CRM. When a lead is created, their company might already exist in the Accounts module. I need to search by lead's company name in the Accounts module, and if it already exists, convert the lead to a contact and associate them with that existing Account. Is that possible? I'd greatly appreciate some help as I couldn't find any relevant
API Related Records in bulk?
Using the API I can query for related records like Stage History for Potentials, but only one at a time. I've been able to do this using this doc: https://www.zoho.com/crm/help/api/getrelatedrecords.html Is there a way to query for more than one of these at a time? As in, I'm looking for a way to get more than one Potential's worth of stage history with a single request. The downside of doing it one at a time is that it 1) hits our quota limits very quickly even though we're on the "enterprise" plan,
CRM Web Form Question
Newbie question here.... Created splash page on website tonight. Built web form in zoho and loaded html into website tonight. Had to create several custom fields. However, cannot figure out how to make some fields (like name) required on the web form. Also cannot figure out how to add captcha. Then I stumbled across zoho creator and was able to quickly build the form I wanted. But now I don't know what to do with it - how to get the code onto my splash page or how to deliver the entries
Functions - Migration from v1 to v2
Hello everyone! As you already know, the v1 APIs will reach their end-of-life (EOL) on December 31, 2019, and so will the v1 Integration tasks in functions. For the customers to migrate their functions to v2 easily, we have Copied all functions (associated, standalone, and non-associated) to the sandbox environment. Marked the functions (under Setup > Developer Space > Functions) that use v1 integration tasks as "Deprecated". What should you do? In your sandbox, Locate your deprecated functions
Use layouts to edit fields of accounts ?
Hi, Impossible to find help to "use layouts for Editing an account"... Layouts seems to be used for a lot of things, views also, but not to show only the usefull field to be modified for a specific action or population of users. The only "trick" I found was to use the "datasheet view" after creating a specific filter that use the layout I created. but difficult to use (as I cannot show only the account to edit, and also multiple pick items are hard to handle in this view… ) I took a look at webforms
Notes - Share to Customer
Hi Team I have a function that creates notes upon change of a value in Zoho CRM Does anyone now how to set the Share to Customer automatically through a function? cheers
Do call logs get deleted after some time? Is there a log limit?
Hi We are using ZOHO CRM Enterprise plan. We do like to know if the call activity have a limit and if they get automatically deleted after some time. This is very important since our business model relies on all the calls activities we do. Regards
Pop up notification
if i/ any user changed stage of any particular deal, all user(Under my Zoho licences i.e Manager,CEO) should get notified with pop up message on mobile notification panel/ Zoho mobile app that this user has changed stage of this ABC client.
Integrate ZOHO with wialon
Hi, I am going to integrate wialon with zoho. Like total mileage of a device and total engine hours etc. How to connect with wialon? Please help
API V2 GET CRM Accounts returns missing data using php/Wordpress wp_remote_get()
Hi, when using the endpoint https://www.zohoapis.com/crm/v2/Accounts in Postman I get all the correct data, however using exact same call in php/Wordpress the data comes back really strange. With Postman there are 117 records, using wp_remote_get (or wp_remote_request) it *says* there are 117 records, but there are only 31, and many fields are just missing. I understand this might not be a Zoho-specific thing, but if anyone has run across this issue please let me know. Simplified version of code,
CRM Webform with Captcha does not work with the Edge browser
Hello, We are using a webform to track RGA's for customers and when we try to use the form with the Edge browser it doesn't work if the captcha is enabled. We get a 'Code is not correct' message. It works fine in other browsers and the form works in the Edge browser if we remove the captcha. Can you let us know what we are doing wrong or if there is a setting to fix this problem? Also, are there any settings to prevent someone from spamming the form if we remove the captcha. Thank you!
I try to attach a document on the field in Zoho, But I fail and response me error 400, which is wrong format
Here is the code var reader = fs.createReadStream('1.txt'); var form_data = new FormData(); form_data.append("file", reader); var joson_form_data = JSON.stringify(form_data); var response = await axios({ url: `https://www.zohoapis.com/crm/v2/${module}/${recordID}/Attachments`, method: "POST", headers: { Authorization : `Zoho-oauthtoken ${accToken}`, "Content-Type": "multipart/form-data" },
Getresponse to Zoho CRM integration
We want our unopened letters to be sent to the agent as a task. How we can do this?
Tags
I am trying to edit tags, however in the drop down menu next to import I do not have the manage tags option, nor do I have a tags module in the module menu. Is there any way to edit and manage tags?
VA needs to connect to more than one ZOHO account
Hello everyone, I have a VA that works in Zoho with other clients. I have invited her to my account. How can she access my account with an email that has already been registered with Zoho? Thanks
Turn off autocomplete in Sheets
I'm not sure if it's b/c of the keyboard I'm using or if it's just that autocomplete is too sensitive, but I am CONSTANTLY misspelling words, specifically in Zoho Sheets, as I'm typing in data where autocomplete will finish my word while I'm still typing and ultimately cause what I'm typing to lose a letter and then what I'm typing to come out incorrect. Is there any way to turn that feature off or tweak it so that it stops cutting off letters?
CRM Report - Notes Module
I'm trying to get a daily report of the notes entered by my sales team. There are a few ways notes get entered - 1. There are a number of Events created for meetings with Contacts associated with Accounts or Deals. The Event will linked with the Contact + Account or Contact + Deal 2. We may just receive info via other means for a Deal. In this case, the sale rep will add a note to the Deal.. The Deal is usually linked with an Account and Contact. 3. In the case of a regular visit to a customer or
Meeting minutes in Zoho
Dear all, I want to create an event for account including meeting minutes. The problem though is that the opened window is so small that it is impossible to use field description for meeting minutes. Dou you have any idea how to sort this out? Regards Pavel
Zapier Issue
Hello, We are attempting to use Zapier to have our registration site (Regfox) connect to a custom module in Zoho CRM. The issue I'm having is that Zapier doesn't work with lookup or formula fields. I'm trying to have the Contact Name and Account fields from the registration site to link to our contact name and account lookup fields within the custom module in Zoho CRM. Is this something that can be done?
Need help in setting up my CRM structure
Hi everyone, I have a woocommerce based store. I have taken Zoho One subscription and am planning on integrating website with Zoho completely. Currently I have made 3 modules: Orders, Contacts(Unique) and Products(Unique). These 3 modules are interlinked with multi-select lookup. This is so that i can track exactly how many orders a person has placed and what products does each order contains. But the problem here is that multi select lookup fields are not downloadable. I want to be able to download
Understanding Field Update and "Repeat this workflow whenever a lead is edited"
I have a workflow triggered on Field update 1. Does Field update only trigger when a field changes? For example: if the field value is "dave" and is updated to "paul" it will trigger if the field value is "dave" and is updated to "dave" it will not trigger At present, the action only fires once. 2. Am I also correct that if I tick "Repeat this workflow whenever a lead is edited", it will only trigger on this record, on this field?
Email Alias
Hi, when I send emails to prospects through zoho crm (templates), it only shows my first name (sent field) in the Alias. How do I change to my full name?
Getting Error from Zoho CRM API C#
Hi, I am trying to connect my application to Zoho API using C# SDK but I am getting the following error. It seems like the connection is fine but it is unable to get the data. I have enabled the module.all scope and read scope, for access token, as well. ZCRM_INTERNAL_ERROR Object reference not set to an instance of an object. Here is my code: public static Dictionary<string, string> config = new Dictionary<string, string>() { {"client_id","1000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"}, {"client_secret","xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"},
Looking for advice using Zoho Forms to update CRM and mailmerge to Zoho Sign.
Ultimately I'm simply looking to have a customer fill out a form, this will update the CRM record and trigger a mailmerge template to send a contract through Zoho Sign. I want this process to be as automated as possible (currentlly I can automate the form to CRM update but the mailmerge to Sign is giving me issues). I've been getting better writing custom functions so I figured I'd give that a try but I cannot find any documentation on using mail merge in a CRM workflow or mail merge with a CRM with
Automated email sequences in CRM
Hi, Would it be possible to set up some email sequences in CRM? e.g. there would be 3 different sequences: 1. Invite to our event (email sequence 3 days, 7 days, 10, days) 2. Book a demo of our software (email sequence 3 days, 7 days, 10, days) 3. Case studies sequence (email sequence 3 days, 7 days, 10, days) Is it possible for a sales person to add a Lead to a sequence and let it run in CRM? Thanks, Matt
Issue using Search Records API
Hello, I had an issue using the REST API : Search Records. I tried the following request url: `https://www.zohoapis.eu/crm/v2/${bundle.inputData.module}/search`, method: 'GET', headers: { 'Authorization': `Zoho-oauthtoken ${bundle.authData.access_token}` }, params: { 'criteria': bundle.inputData.criteria } with bundle.inputData.criteria = (caller_number_bare:equals:6xxxx) or (Email:equals:elodie@xxxxx.fr) and bundle.inputData.module = Contacts It gave me 3 contacts instead of
insertRecords method: mandatory fields (Contacts)
Hello, I'm inserting Contacts to Zoho CRM. I found information that for Contacts mandatory field is Last Name (https://www.zoho.com/crm/help/api/modules-fields.html#Contacts). But I noticed that I can put Contact without Last Name, if it has Email, but I can't insert it if it doesn't have Email. Parameter duplicateCheck is set to 2, newFormat to 1 (I tried also with 2) and version to 2/4. Is this my incomprehension or Zoho documentation is wrong? Thanks to look at this, Eve EDIT: If I try to put
Export Lead Data (Thai Language) to CSV Problem
Hello, I have entered Leads into Zoho CRM in Thai language. When I export them to a CSV file the Thai language becomes random symbols. Does anyone know how I can fix this? Please see attached examples. Thank you, Doug
Telephony Channel Not Visible
I want to add RingCentral to my account, but when I to go Setup > Channels, the 'Telephony' menu item isn't visible. There's just nothing there. How can I set this up?
Default Fields Not Working
Hello all, I have set up an email parser that creates leads for us based on emails that get forwarded from our website. For some reason, a default field that I have set up on the Lead template does not work for new leads created by the parser. Is this a glitch? I know I can build workflow/action tools to work around this but I would rather that the default field just works as it is supposed to. Thanks,
Group by Month in Reports
Would like a way to group by in reports. In saleforce.com on the sorting tab, you can also aggregate as well. So for example, if I want to see my pipeline by month, I can group by or rollup to a month level. Is this possible? It's kind of an important
Custom Services In CRM Expire after an Hour
Hello, I noticed another major deficiency in CRMs Custom Services and Connections feature: after successfully Establishing a custom service, only an hour later the user needs to reconnect. I have a custom connection for Zoho Projects and works fine, but for a custom service that I created for Google Drive, I run into the problem. This is a big problem: I use Zoho Flow to remotely execute CRM custom functions, and if the custom services which I am establishing aren't reliable, then I cannot implement
Formula field to strip down website
I am migrating from Salesforce, I tried to translate this Salesforce formula field to strip away everything around the domain for the website field into one I could use for Zoho: Salesforce Version: IF(BEGINS(Website, "www."), MID(Website, FIND('www.', Website, 1)+4, (LEN(Website) - FIND('www.', Website, 1)+4)), if(find("/", if(find("www.",Website)>0, IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//www.",Website)+5),NULL),Website), IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//",Website)+1),NULL),Website)))>0,left(
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