Zoho Community meetups across Poland - June 2019
The Zoho Community Meetups are making their way to Ponzan, Warsaw and Wroclaw this June and we'd love for you to be a part of them. In these meetups, we’ll walk you through some of the useful and interesting tips and tricks of Zoho CRM. Our experts will share tips, configuration best practices, and address the common challenges in the areas of user management and basic customization. City Date CTA Ponzan June - 12 Register now Warsaw June - 13 Register now Wroclaw June - 14 Register now Note: During
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
Access token expiry with requests close to each other
Hi there, we are using the V2 API with a refresh token to get a new access token whenever there is an authorisation error, that is, each hour. My question relates to obtaining new access tokens with two requests that are close together. For example, a request is made and then fails, so we get another access token. But another request comes through before the access token is generated, so it also ends up requesting a new token. Will this cause a problem?
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
Is it possible to set content on the new Lead form via button click?
I want to add some details into a new lead form on the click on a button. I have written the code to connect to an external api using getUrl and can get the address information i need from it into a variable but I can't find how I can put information from this variable into the text boxes on the form. My plan is for my users to complete the other data that is not imported from the API and then save this as a new lead. Is it possible to update the new lead form in this way or should I be trying to
Oauth metadata endpoint
What is the url of the oauth metadata enpoint? This doesn't work https://accounts.zoho.com/oauth/v2/.well-known/openid-configuration
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.
Invalid_Module when adding Calls to Leads via API
Hello, I'm trying to add Calls event for Leads on API but I'm getting Invalid_Module error. this are the scopes I allow to have access on the consent page ZohoCRM.modules.contacts.READ ZohoCRM.modules.contacts.CREATE ZohoCRM.modules.calls.CREATE ZohoCRM.modules.leads.READ ZohoCRM.modules.CREATE ZohoCRM.modules.accounts.Read this is the json I'm sending. { "data": [{ "Who_Id":"null", "Subject":"Inbound Call", "Call_Type":"inbound", "id":"null", "Call_Duration":"0", "Call_Start_Time":"2019-05-17T16:08:00Z",
Ask the Experts #8: Forum-based Q&A session on emails in Zoho CRM
Hello everyone, Emails in Zoho CRM is a highly frequented topic in the Zoho Community. This month's Ask the Experts session is going to be on the following aspects of using emails in Zoho CRM. 1. Associating emails with individual deals 2. Schedule your emails in Zoho CRM 3. Smart filters on Blocked/Unblocked email addresses 4. Email Parser I'm sure you have a lot of questions around these topics and more. Do start posting your questions right away as comments to this post! Our product experts
Increase in CRM API v2 Credits
Hello everyone, We would like to inform you that we have increased the API Credits for the Professional, Enterprise, Zoho One, CRM Plus, and Ultimate editions of Zoho CRM. Edition API Credits (Previous) API Credits (New) Professional 200,000 500,000 Enterprise/Zoho One/CRM Plus 500,000 1,000,000 Ultimate 1,000,000 2,000,000 We have also introduced sub-concurrency limits (besides the existing concurrency limits) for Get Records with cvid and Convert Lead APIs, as they require more computing resource.
Unexpected token from request.GetResponse
Hello, I'm trying to connect to Zoho using v1 authentication. It worked in february but since march, my program doesn't work anymore. The only thing I changed is my zoho account password. I regenerated an authtoken multiple times but I have the same error. My request is https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?newFormat=2&authtoken=xxxxx&fromIndex=1&toIndex=200&scope=crmapi&selectColumns=All&searchCondition=(Modified Time|>=|2019-03-26 8:38:38) And the error is System.Xml.XmlException:
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.
Create Leads with associated products through the API
Hello, While creating a lead through the API, we would also like to associate the products related with the lead. We have tried this and it creates the lead but it does not create related products for the lead. I would assume that the bold part below represents the product associated with the lead but this does not work : https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=someauthtoken&scope=crmapi&xmlData=<Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your
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.
How to Import Notes for Leads and associate with Email ID
Thank you to Anu from Zoho who went the extra step of researching my problem and providing a resolution! Like so many companies, we participate in many trade shows a year. We use "badge scanners" to track our new leads from the trade shows, making notes on the leads while they are in our booth at the show. This results in a very nice Excel file following the show with all contact info and notes we have taken on our leads. Next step, load them into Zoho and get them to our sales reps. Just one
Why can't an administrator reset the password for a user?
The Forgot password link is useless when the user has never set any security questions. Zoho then insists on answering the question "What is your favourite" Since it is unknown what the favourite thing might be and also this setting is never done by the user, there is no way of giving a correct answer. Administrators should have the permission to REALLY do user management things and not only be able to do minor nobody-cares settings any user could do for him/her self.
Leads to Potential but with existing contact information in Zoho
Our sales flow is setup more based on POTENTIALS (opportunities) than true LEADS (i.e people) so this makes converting LEADS to DEALS tricky without creating duplicate contact information. But we still want to associate the potential with the leads module to track back to campaigns etc. Yep - adding that manually if we create a Potential directly can work, but on a larger scale we need this to start at LEAD cycle. "Hey did you hear some guys are building a mall over there next year ?" Potential Name
Tracking Sent Emails from Zoho Mail Client (Win 10) within Zoho CRM (Lead/Contact record - email history) and vice-versa
I have all related 'send from' emails/aliases and domains verified and validated in both CRM and Zoho Mail. Problem: I send an email from the CRM to a Contact and it tracks it, displaying the email in the Contact email history details, but this does not show in my "sent" folder within the Zoho Mail client (Win10). Likewise, email sent from within the Zoho Mail client (Win10) does not show up in Lead or Contact records under the email history section. Thus Zoho CRM and Zoho Mail are not fully integrated.
How do I see a list of all my Leeds in the CRM? I only see the one I search for..Thanks
Hello, I don´t know how to see a list of all my Leeds?? Thanks Miguel
Using CRM Java API SDK to insert record into Multi-Select Lookup
I am able to insert records using the Java API SDK except Multi-select Lookup. I know that there is a hidden module associated with the Multi-Select Lookup, in this case "Shopping_X_Members". I am using this code: ZCRMRecord newMember = new ZCRMRecord("Shopping_X_Members"); newMember.setFieldValue("Members_at_Shopping_Participants", participant); newMember.setFieldValue("Members", member); APIResponse zohoNewMember = newMember.create(); where participant or member are either ZCRMRecord or ZCRMEntity
Zoho CRM Unbelievably slow
I absolutely can NOT run a business like this. It takes 2-3 minutes just to LOAD a file. I pay guys to work, and I have NO control over this database. This honestly should not be out of beta testing stages. Very dissappointed that all of my records and contacts are in Zoho. I need to switch to something usable ASAP.
Zoho CRM Task email notification
I just spoke with Zoho CRM support and wanted to confirm the following. Apparently when I schedule a Task for a contact and I set a reminder via email for a later time Zoho CRM will not send an email notification to me. If I schedule an Event this works fine. The tech's answer was that on a New Task email reminder does not work because it's a task and not an event which requires a specific time of occurrence. Can anyone confirm this is how it works??? I just want to be sure I'm not missing any
Data Sharing Rules not working
Hi, I've setup a hierarchy of "Roles" but for few cases need to share lead records across different roles in the hierarchy. For some reason, adding data sharing rules with "From" and "To" as the respective roles has no effect. Still unable to see the "From" account's shared leads in the "To" account. Anyone facing similar issues? Any help appreciated.
Accessing Contact Sales collection via a custom button in the contact module of the CRM
Hi CRM and Deluge gurus, I am trying to create a button for the CRM Contacts module (that shows on the contact list) which reads the Sales Orders collection for the contact, the processes that list to extra all the products and places each product into a muti-pick custom field. My challenge is that I cannot figure out how to grab the Sales Orders collection for the contact record. Any suggestions? Best regards. Joe
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