Address field for Leads
We work in the construction industry, but I assume this would also be helpful for people in real estate as well. We would like to be able to map specific addresses associated to deals in the browser but more importantly in the mobile app. For example, a builder would be our account that has their own physical address. But that same builder (account in zoho) could have multiple projects (deals in the Zoho world) each with their own address. I hope you can see how being able to map deals in the mobile
Attaching a document to an opportunity from Outlook 365
It would be nice to be able to associate a document as an attachment from Outlook 365 without saving it somewhere then attaching it, many emails related to one opportunity can create difficulty locating the one attachment you like. For example we send a document to a customer they sign and return by email, if we could then drag that email into the attachments element of Zoho CRM instead of downloading then attaching it would speed up the process and prevent us from filtering through many many email
How can I duplicate the Leads Module?
1. How can I duplicate the leads module, creating another link on the top menu bar? - We have different type of leads that need to be separated into different modules. Both types can be converted to accounts, but each type needs it's own fields. In other words, we need a all the features that are present in the Leads module (email tempting, option to convert, option to create custom view, etc), but under a second tab. 2. How can we move records from Accounts that were closed into another segment
Python SDK | API call returning zero results
Hello I'm trying to fetch records from my Contacts and Leads database in Zoho CRM. As of now, the account is only populated with sample from Zoho. I've read all the documentation but cannot understand why the call is returning zero results. Can you help? thank you from zcrmsdk import ZCRMRecord, ZCRMRestClient import json config = { "sandbox":"False", "client_id":"hidden", "client_secret":"hidden", "redirect_uri":"http://localhost:8000/some_path", "accounts_url":"https://accounts.zoho.com",
Can I prohibit "Update" and "Delete" for a certain record depending on a status field?
I have a request from a German customer regarding GOBD compliancy regarding invoices in Zoho CRM. He wants me to secure, that an invoice cannot be updated or deleted, as soon as the invoice has a certain status e.g. "Approved" or "Final". This is a requirement for invoice documents to make sure, that a invoice, which is once delivered to customer cannot be changed later on. The only way would be to create a storno - Credit Note - for the old invoice and the create a new invoice.
Help with a custom function for a UK postcode
Can anyone help with amending the below code so that it returns the value in UPPER case? Thank you! postcodenum = postcode.getAlphaNumeric().removeAllAlpha(); getlastnum = postcodenum.subText(postcodenum.length() - 1,postcodenum.length()); newvalue = " " + getlastnum; lastindex = postcode.lastIndexOf(getlastnum); newstr = postcode.subText(0,lastindex) + " " + postcode.subText(lastindex,postcode.length()); mp = Map(); mp.put("Post_Code",newstr); update = zoho.crm.updateRecord("Affordability",leadid.toLong(),mp);
Need help creating merged document
Some background. We use the Cases module for all of our service calls. When a technician is on site, they complete the work - enter in the parts they used in a subform and change the case status to "in review". This needs to automatically generate an email to the customer showing the work performed. This is not an invoice, but rather an initial list of the work done. Here are the issues I'm running into: 1.) I cannot include the subform into an "email" template. 2.) I could merge the subform into
email templates - gray area in email body
when sending an email with a template. Their is grey area or unused area to the left and on the top of the email template in the email body. Is this able to be removed?
email/crm sync
Hi We are using the free additions for Zoho Mail and Zoho CRM. We want to link the 2 systems together, so emails sent from the CRM show in email and vice versa. Can you let me know where the resources are to walk me through how to do this. Thanks David
Office 365 and Zoho CRM integration issues
Hi all, I'm having an issue regarding consistent syncing between Zoho CRM and Office 365. Currently I can send and receive emails from the CRM in the leads section and they sync back to Zoho CRM, generally I don't know why there's sometimes inconsistencies. I've done the IMAP integration through the channels section of the CRM section for my outlook email. The issue I'm running into is that if I send an email from my Outlook account it doesn't sync back to Zoho CRM at all. I'm wondering what
Developing new functionalities for Zoho CRM, the platform way
In general, products are only as good as those who use them. When it comes to Zoho CRM, the greater the user needs, the greater the product must be enhanced in the form of workflows, blueprints, third-party integration, and more. These customizations inside a product can be done using the developer tools present inside Zoho CRM. However, in terms of usage, some customizations are specific to an organization while others are more global. For example, a use case for a workflow directing a unique sales
Error while processing(performing) MailMerge
Hi all, Since the latest update I have a problem that occurs on every computer. Open MS Word Select Template Select Record to Merge I then get this error message: I have to go back and re-try, sometimes up to 5 times before it works properly. Very frustrating and time wasting. Anyone else getting this? Regards Chris
Product Template does not show invoices
I created products in the product templates. I'm trying to use the invoice module to record sales to my existing clients. I can add products to the invoices but those invoices show up in the accounts module but for some reason they dont show up in the product module which means i cannot generate reports and statistics on sales per products. Alternatively i could use deals to track sales but the deals module doesn't allow me to add products. Any suggestions? Basically I just want to be able to track
Field names in a custom module accessed from deluge script
Hi, I have created a custom module called 'TestPartner' in our CRM. Its built-in name is 'CustomModule1'. By default Zoho has created a field in that module, called 'TestPartner Name'. I'd like to manipulate the fields with a deluge script, but first of all I need to access them by the name, like this: ... test_partners = zoho.crm.getRecords("CustomModule1", start_index, end_index); for each partner in test_partners { info partner.get("TestPartner Name") + " - " + partner.get("Country")
SYNTAX ERROR / MISSING BRACKET
I am trying to put in a simple formula to calculate profit. Expected Revenue - Cog - Freight = Profit Really not sure what i am doing wrong here; Tonumber((${Deals.Expected Revenue})-${Deals.FREIGHT}-${Deals.COG})
Can I update data on the Zoho CRM from an modified backup file (Import from Excel)?
Hello! Another new user here. There are some operations on data that I'm comfortable performing in excel. What I've done so far is download the latest backup, made a copy and performed the operations I needed to. I've done this without changing the format of the data. What I would like to do is find a way to update the data online without deleting and creating all the records. I would prefer not to lose the information on when the data was created but rather just have my update be noted as a modification.
How to update field in multiple child records when parent record field is updated?
Hi I hope someone can help me. I have written a function to update a field called "Organisation Type" in a module Contacts whenever a similar field in Accounts is updated. This function/workflow works fine when there is only one child record but when there are multiple contacts associated with an account only one of the contact is updated. Here is my code; ContactList = zoho.crm.getRelatedRecords("Contacts","Accounts",Account_ID); Contact_ID1 = ContactList.getJSON("id"); Contact_ID = Contact_ID1.toLong();
OAuth Self Client Scope definitions
I am trying to setup the API v2 OAuth using "Self Client" as we do not have OAuth2.0 setup yet, but we don't want ot develop any API calls with the soon to be depreticated ZOHO ApI v1. I am on teh API document: https://www.zoho.com/crm/help/api/v2/#oauth-request and under "Step 1: Register your application" It shows the "Self-Client" it says: "In case the user does not have a domain and a redirect URL, the self-client option can be used to get access token." Where is there a list of the Scope(s)?
Integrated Web Form not working
I've embedded a form in our company website using wordpress, but it doesn't seem to work. I had several people test it from different computers, but they all reported they don't get any feedback after sending the data while they should be redirected to a specific page. Moreover, CMR integration doesn't work, no lead is created. Here's the integrated form url: http://www.mirabilar.com/sitenew/en/augmented-reality/
Color for Tag(s)
Hi, I am trying to set the color for Tag(s), but not manage to find. Is there available for this option? Thanks.
Zoho Creator form is not showing on mobile Zoho CRM
Hello, I created a form in Zoho Creator and imported into Zoho CRM. I cannot see it in the mobile version of CRM but I can see it on my desktop. Could someone please let me know what I need to do to be able to see it in the mobile crm? Thanks in advance for any help.
I am having trouble with this simple formula of adding the total of 5 numeric fields:
Formula Expression*
Latest Thinking Field - updated date
Hi, Is there a way I can add a date field that tracks the latest thinking update for an opportunity? Thanks. Rod
Accessing stage forecast type in deluge function
I am writing a function for a client and wish to access the forecast type of custom named stages. Is there an option to do this?
Python SDK ZohoCrm error at .in domain but not on .com domain (different accounts)
I am logged in at zoho.in not on zoho.com When I did import json import zcrmsdk from zcrmsdk import ZCRMModule, ZCRMException, ZohoOAuth, ZCRMRecord config_dict = { 'sandbox': 'False', 'applicationLogFilePath': './log', 'client_id': '<my_client_id>', 'client_secret': '<my_client_secret>', 'redirect_uri': "http://localhost:8000/a", 'accounts_uri': 'https://accounts.zoho.in', 'token_persistence_path': '.', 'currentUserEmail': '<some_email>' } client = zcrmsdk.ZCRMRestClient
Allow a field to be set in a custom module as the Record Name field
It would be nice if you could set a field in a custom module as the record ID name field, so we don't have long lists of record ID's. This would then mean when displaying the list of records in the related section on the mobile app we would have the record name instead of ID. This would also mean when opening the record in a browser it wouldn't just say the ID number at the top, it would instead show a value from the ID Name field.
I want to create document from template automatically when lead fields updated
Have any idea about creating documents automatically by using work flow rules, when lead fields updated then i want to create a document by using template and save in a particular folder???
Voximplant SIP Webphone
Has anyone got feedback/info on the Voximplant SIP Webphone widget? We have installed the widget and successfully receive calls but unable to call out.
Apple mail client not working with Zoho?
I have been following all the instructions and have tried both POP and IMAP, but it keeps on saying "unable to verify username or password". It won't work on my macbook or iphone. Am I missing a setting somewhere? On my browser it works perfectly, but since I have multiple e-mail accounts I would like to be able to be logged into all accounts simultaneously and be able to switch between them easily. Thanks!
Accessing Authentication URL with a Telephony Extension
Hi everyone, I've been able to get a fair amount of progress done on integrating zoho's OAuth process with an application that I've been developing. This application is displayed in a teleophony extension that I've been developing through Zoho, but I've run in to a bit of a snag To get the refresh_token in the initial oauth tango, I need to get the code with prompt=consent in the URL, which causes the user to need to press an 'accept' button on https://accounts.zoho.com/oauth/v2/auth. This would
User can not bulk Create Task when selecting Contacts
We use the ability to filter and select contacts, then create a task for all of the checked contacts. I have one user that does not see the Create Task button. We tested setting them to an Administrator temporarily. He still does not see the button. What is controlling this button being accessible?? He can manually create tasks after opening a contact, but not when one or more is checked off. This is a fairly urgent need, we just rolled CRM out to this user and they can not perform this much needed
Issues with PhoneBridge and RingCentral
Have been playing with Zoho CRM, PhoneBridge and RingCentral for a few months and having ongoing issues. 1. All of a sudden RingCentral will stop dialing when a call is initiated from Zoho CRM. Shutting everything down and starting it back up will allow calls to be dialed, but after 4 or 5 calls it stops. It goes through the motions and shows that a call is being placed, but no call is dialed. 2. No obvious place to hang up an in-progress call from Zoho. The window pops up when a call is placed
Related List Emails
Does related list emails show up the same way for everyone where you have to select from different options to view certain related emails? Screenshot below; I'd rather just have one set of related emails displayed or at least have "All" as the initial selection for viewing.
How to disable quote for edit when not on "Draft" stage?
Hi there! We are working on a CRM implementation here, and one important requirement is that Quotes should only be editable when they are on "Draft" stage? Using the Layout Rules feature allows only to hide fields completely but, what we need here is just to disable them, or somehow let the user to see the records but not to edit them. How can this be achieved? Thanks for your attention.
From and Reply To in Email Template
Hi there, I need help on the Email template. I want to change the From and Reply To in the email template that created. Thanks
Click to dial and Phonebridge issue
We are trialling Aircall One thing we have noticed is that when calling UK mobiles (not landlines) the phonebridge pop does not work when we click to dial from the record. Does anyone have any idea what could be preventing phonebridge activating? Thanks
Bulk Insert Request for Items in Inventory Management
HI - What is the sample request to send multi-line item records per request?
Try to add an image to a product with php-sdk v2
Hi, I used the example from "https://www.zoho.com/crm/developer/docs/php-sdk/record-samples.html?src=upload_photo" I changed the example for my needs: public function uploadPhoto($module_api_name, $record_id, $url) { $record = ZCRMRestClient::getInstance()->getRecordInstance($module_api_name, $record_id); // To get record instance $responseIns = $record->uploadPhoto($url); // $photoPath - absolute path of the photo to be uploaded. echo "\nHTTP Status Code:" . $responseIns->getHttpStatusCode();
Open Zoho CRM Customer portals CSS to be cuztomized
We tried to use the Customer portal but after seeing that our customers UI will be as our Zoho CRM UI we decided to look for a Wordpress approach pulling and pushing data to Zoho CRM with the PHP SDK. Have you seen Zoho products like SalesIQ where you open the CSS to us and we can match the Chat UI to our website? I mean, CRMs UIs in general are good for companies and their employees who are trained, but offering the same UI to our end customers? I think it's a failure because we would need to train
Custom Module Bug
When you create a custom module there is no system field displayed for "Modified Time", "Created Time and "Last Activity Time", they just get placed anywhere on one of your sections, so when you view the module in the mobile app, they are often in the middle of your data fields. The current workaround I have for this is to create a new section and move your own fields up on to it until nothing remains on the section and then the above fields then stay on that section by themselves, I then place
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