• Zoho Invoices to Zoho CRM

  I set up the Finance integration to link Zoho Invoice with Zoho CRM with the intention of being able to see client invoices in CRM, but it seems only the contact details are synced between the systems.  Is there a way to see invoices from Zoho Invoice in Zoho CRM so I can see what invoices clients has outstanding, part paid, fully paid etc. Thanks Eoin H

• Count days client is customer

  Hello, I have a business in which it's very important to calculate how many days a customer is client with us. I created a custom field in Clients with "Start datum" in which the starting date is collected. How can I create a field in Clients which displays how many days this client is a client of us. And obviously, when "End date" contains information it should count only until that date. I have very limited coding knowledge! :) Thank you for your time.

• New Potential form filled in from existing Account.

  I have been trying to create a function linked to a Workflow, that will when a Potential is created from the Account module the function will auto fill in the form. I have looked on the forum and found some code but I am unable to get it working.  In the editor it executes OK and the ouput in the function editor contains no erorrs. Any advice would be appricated. My code is a follows accountID = accId.toLong(); accDetail = zoho.crm.getRecordById("Accounts",accountID); mp = Map(); mp.put("Deal_Name",accDetail.get("Account_Name"));

• Importe en Módulo de Oportunidades/Tratos

  Caso de negocio: cuando se gana una oportunidad que consiste un contrato para 12 meses con un "Importe" de por ejemplo 120.000 usd, la pregunta es ¿Cómo se debería registrar en Zoho Módulo de Oportunidades? Considerando que el cliente por contrato realizará pagos mensuales a medida que reciba el Servicio. Y tendiendo en cuenta el efecto que tiene en el módulo de Presupuestación Comercial que es mensual ¿Se deben crear 12 oportunidades o una sola? ¿Qué opciones hay?

• Send email using zoho crm API

  How do I send a email to a lead using Zoho CRM API? also a side question that might be related to this - what's the  <FL val="Send Notification Email">True</FL> from here: https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html#Events can it be used for automatic sending out an email when a new Lead is added? Thanks.

• CRM - Account Pick List Autopopulate in Quote

  Hi All. We are considering Zoho One. Currently using Dynamics 365. I have been tasked to evaluate Zoho CRM from the Lead Stage through to the Order Stage. We have about 500 Accounts throughout the world and 2000 Contacts belonging to the Accounts. In Accounts we've established a pick list of a variety of standardized "Payment Terms". So that the Payment Terms for that specific Account are established at the Account level when the Account is established in Zoho CRM. We are looking for a way to have

• Contacts not Syning from CRM to Contact List

  I have made a list in Zoho CRM and have synced it to my Zoho contact list for a campaign. The list has been sitting in the active sync list for over 24 hours. The list is active in the sync but it is in the "import Queue" and has not added any of the contact to my list. Please advise me on how I can fix this problem. I have multiple list I need to create and everything is sitting in a queue and not transferring to my contact list.

• CRM connecting to Books

  We have our CRM keeping track of our global leads and deals. We organize our accounting data into three separate geographic organizations, United States, Australia, and Canada. Is it possible to connect CRM to Books so we can create invoices in Books depending on the area they are located. For example: We have a deal that we need to create an invoice for. They reside in Australia, we would like to send the invoice from the CRM to the Australia Books organization, and send another invoice for a USA

• Email Notifications for CRM and Knowledge Base

  I think it would be a great idea to send out email notifications (as it is with tickets) for new Knowledge Base articles and new notes added in CRM. This new feature has the potential to increase business efficiency by creating another avenue for communication within a company. Ideally, an administrative user should have the ability to choose what email addresses receive these notifications.

• Zoho CRM - Change Date Format in Template

  Good Day, In Zoho CRM.Our Quote Module has a "Date" field. We use the Quote Module to generate a Quote Template which displays this date field. By default the date is displayed in American format MM/DD/YYYY We quote customers all around the world and to avoid confusion we'd like to use YYYY/MM/DD How can we have our template display date in this format? Thanks in advance.

• 外部協力者を登録管理する方法

  不動産業を営んでおりますが、外部協力者で、建築会社、個人職人などを登録管理したいと思います。 取引がなくても、今後取引したい外部協力者を登録しておいて、逐次取引の商談をして取引をするようなデータベース的管理を行います。 通常のCRMでは主に連絡先や取引先は、販売や報酬など、代金を受領する者を登録すると思いますが、委託先、仕入先などで考えると支払う者を連絡先や取引先で管理し、テリトリーやカスタムフィールドで管理するのが筋かなとも思います。 この外部協力者も、個人、法人等の組織構造になっているので、連絡先、取引先のような関係で構築しなければなりません。 このようなとき、 CRMの既存の連絡先、取引先を使った方が良いのか？ CRMのカスタムタブで管理するべきか？ Creatorで管理すべきか？ のいずれが良いのでしょうか？ アドバイスいただけると幸いです。

• Zoho API v2 - PHP - InsertLeads - Fields

  I want to know, my Leads insertion is successful, but the following fields are not affected. "Created_By", "Created_Time", "Last_Activity_Time", "Modified_by" and "Modified_Time" Is it even possible to modify those fields ?  The time fields are filled with the current Date and Time The "Created_By" and "Modified_By" are filled with the user information of the token giver For the time type filed, I'm using the following format "2019-05-05T14:20:23+05:30" For the "Created_By" and "Modified_By", I'm

• I'm having a problem with Bulk Write API in Zoho CRM Plus Contacts Module

  Hi . I have some questions about integrating REST API with my Nodejs App.  I'm new to Zoho and haven't used it before. The current client I have is using Zoho CRM Plus and he is requesting a csv file upload which he is going to do that an automatic process everyday , which I'm doing to achieve this by doing a cron job in my server and executing bulk write api functions.  I've already created a developer app and got the refresh token with this scope : ZohoCRM.bulk.ALL,ZohoCRM.modules.contacts.all,ZohoFiles.files.ALL,ZohoCRM.org.ALL,ZohoCRM.settings.fields.all

• Sendgrid equivalent in Zoho

  Does the Zoho Suite have a product that's equivalent to Sendgrid/Mailgun that will enable me to send transactional emails and manage IP reputation at the same time?  I saw that there is no API send a pre-formatted and templatized email from my python backend through the CRM system.  Any suggestions would be appreciated. 

• CRM info -> Zoho Sheets

  Does anyone know how to connect information in Zoho CRM to autofill within a Zoho sheet, like it would in Zoho forms?  We are filling in fields the same fields for multiple locations and the ability to copy/paste from row to row makes these much easier for customers. We basically want to place a button in the CRM to email the sheet automatically with specific information from the CRM already completed in the sheet and then allow the client to fill in the information for multiple locations - some

• Can't position Name field on contacts

  I have the issue that I cannot position the first name & last names system fields on my contacts form. They are also showing "Created Time", "Modified Time" and "Last Activity Time" fields alongside them which is interfering with my contact layout. Please see screenshots below of what my actual form design should look like and what happens on my app (App running on Ipad Air 2019) Is this due to be fixed? I have the same issue on a custom module. Can you make the Tim/Modified/Activity fields visible

• Cliq Bot Connecting to CRM and getting back product prices, etc...

  My users are constantly looking up prices on desktop and in the field. Instead of the CRM I created a priceBot in Cliq that searches for a product name or part of it and spits results back to the user. Might come in handy for someone. I'd like to further develop it by asking user questions if no results come back to help them find their item. For example if no results are brought back then ask user - for category - for description keywords - price range ==== Steps: 1. Setup a connection to CRM. Click

• 2 separate Stage probability's in the Deal module

  Is is possible to have 2 different stage probabilities in the deals module? We normally offer a 30 day trial of our services for our potential clients however, we're now offering a 45 day trial for one of our strategic partners clients. Both will follow different stages so they both need to be unique

• Dissapointment: Projects and CRM

  I just don't understand how this feature isn't available. We are consultants in large long term construction projects. Our Projects are being set up in Zoho so the Tasks match Construction Contracts broken down into sections. The Project Manager would divide the contract amount across all tasks at his discretion. We bill our clients incrementally based on the percentage of each Task that is complete. For example, Task #1 Site Evaluation may be two visits several months apart.  After the first visit,

• Thank you for making Zoho CRM the world's favorite!

  This is the season of gratitude, and we'd like to thank you for making Zoho CRM the world's favorite CRM–powered by the love of over 150,000 customers worldwide. How? Zoho CRM is consistently recognised as one of the highest-rated CRM applications by our users, and we've received several customer choice awards as a result.  This year, PCMag surveyed their readers for their opinions on CRM software, according to which Zoho is the most recommended CRM and the only one with a positive NPS score among

• Long time zoho user but new to backstage

  Needed to organise an event and zoho to the rescue again. Thanks. It was all pretty easy. One question. How do we send receipts. We linked it to zoho CRM but really it was all about poor as it did not import the address. We the. Had to manually create an invoice in books etc. Is that the correct way. 

• Portals - Where is it?

  I am having difficulty finding portals? I am told it is here: Settings----->Channels----->(There is no "portals" link here?) I only see these options under Channels: Email Telephony Social Chat SalesSignals I was on 14 days trial of Enterprice CRM, and it wasn't there so I upgraded to Zoho One (30 day trial) and it's still not an option under channels. Please help!

• API v2- Record Format

  Call someone tell me what are the field format/requirement for EVERY FIELDS. Example:  "Single Line" or "Phone" etc is not enough for error Handling ! - Does the 'Single Line' accept special character ? Is it Alphanumeric ? - What are the 'Phone' format ? Does it accept a string or just number ? The sample doesn't tell if '-' or '()'      are accepted I can't find enough information on this.  I already have found this, but like I said, this is not enough https://help.zoho.com/portal/kb/articles/standard-modules-fields#Leads

• API for records expects wrong type for territories field

  Hi, When I try to update a record with an array as the value for the territories field I get an "invalid data" response saying that the Territories field should be of type "text". This is a sample of the request data I'm sending: {   "data": [     {       "First_Name": "John",       "Territories": ["New York", "National"]     }   ] } This is the response: {     "data": [         {             "code": "INVALID_DATA",             "details": {                 "expected_data_type": "text",          

• 明日14日の無料セミナー（Zoho CRM管理者向け）ですが、キャンセルが出たので多少余席がございます。（データサービス）

  こちらでご案内しておりました、明日開催のZoho CRM管理者向けセミナー「【管理者ユーザー必見！】もっと早く知っていれば…。効果があったZohoCRM自動化設定厳選３選！」ですが、 キャンセルが出たため、お席がございます。 セミナー詳細 -------- 日時： 2019年11月14日（木）15:30～（受付15:15～） 場所：株式会社データサービス　本社　大会議室 住所：東京都新宿区西新宿3-20-2　東京オペラシティタワー39階 アクセス：京王新線初台駅　直結 ◆プログラム内容◆ 15:30-17:00　セミナー「もっと早く知っていれば…。効果があったZohoCRM自動化設定厳選３選！ 　　　　　　　　　　　　　　　　　　　　　　　　　　　～かんたん設定で業務をスリム化～」 17:00-17:15　質疑・応答 17:15-　　　 個別相談会（希望者） セミナーお申し込み

• Zoho CRM API

  Hi, I am trying to insert record to a custom module. I am using the C# SDK. Where can I find the sample code for it? I don't see enough discussions for insertRecords in v2. Can you please provide a sample code?

• データサービスより無料セミナーのご案内※好評につき再度開催！※【管理者ユーザー必見！】もっと早く知っていれば…。 効果があったZohoCRM自動化設定厳選３選！ ～かんたん設定で業務をスリム化～

  管理者ユーザー様向けセミナーのご案内です。 毎回満席になる人気セミナーですので、お早目にお申込みください。 詳細はこちら 申込はこちら ZOHO CRMが管理者でチューニングできる部分は数多くありますが、 きちんと使いこなせているZOHOユーザーは多くありません。労働人口が減少傾向になっている今、 働き方改革が急務である今、 さらにチーム内の業務をスムーズにしていく必要があります。 目に見えて効率化していく方法としてはまずは、自動化。 自動化は時間の短縮のみならず、ミス低減の効果もあります。 来年の東京オリンピックに向けて実用化が現実になりつつある自動車の自動運転でも、 運転手がいない分、助手席で電話やお仕事、睡眠などができる効果もありますが、 それ以上に交通事故の大幅な減少が見込まれています。 効率化とヒューマンエラー低減、両方とも一度に解決できるのが自動化の効果なのです。 Zoho CRMでもいくつかの自動化設定があります。 今回は特に好評価をいただいている自動化サービスの中から、上位3機能を厳選して、 トレーニング形式でセミナーを行います。是非普段お使いのPCをお持ちの上ご参加ください。

• データサービス【2019年11月21日（木）無料セミナー＠東京】 【あと1枠】【日常業務基礎編】 使い始めでくじけないZoho CRMの使い方 ～分からないままになっていないですか？その機能～

  いつもありがとうございます。データサービスです。 11月21日の日常業務編のセミナーです。 大変ご好評いただきまして余席があと１つとなっておりますが、 こちらのフォーラムをご覧のユーザー様に是非ご案内したく投稿させていただきました。 是非お待ちしております！ セミナー詳細 お申込み ------------------------------------------------------------------------------------------------------------------------------- 8月に開催したCRMのちょっとした便利機能紹介セミナーを、11月にも開催することになりました。 開催後、 「このセミナー、他の人に紹介したいのですが、もうやらないんでしょうか？」 「8月の会は日程が合わなかったのですが、他の日程は予定してませんか？ といったお声をいただきまして、11月に同一内容のセミナーを開催することになりました。 ありがとうございます。   弊社は、Zoho CRMの導入に関わる中で、これまでに数多くのZohoユーザー様とお話させていただきました。

• Any redirect function to Convert Contact

  Hi, Following my question in the CRM part : https://help.zoho.com/portal/community/topic/checking-valuidity-of-fields-when-converting-leads I'm looking at how I could redirect an action to display the "convert Lead to Contact" page. I didn't find such a redirection yet in the documentation (may be I didn't looked carefuly enough). Is there a function I can use ? Regards

• SalesIQ add Lead button not working,

  Currently trying to use salesIQ and integrate it in CRM, salesIQ was installed successfully, apparently, add Lead button is not working properly, add Contact is working tho. the form for addLead is submitting, and 200 response, but it is not firing, some javascript errors is logging in the console. attaching screenshot of the errors, 

• 商談のサブフォームから Zoho Writer を利用して請求書を作成にチャレンジしています

  見積する内容が仕入れたものを売るタイプではないので、商品リストに単価を登録するような見積もりにならないところに向けてのカスタマイズを進めています。 この場合には、商談タブにサブフォームを用意して情報を登録するカタチで行けそうなのですが、あと一歩キレイな見積書・請求書が用意することができずにいます。 # Zoho CRM の商談のサブフォーム側 通貨の項目の際には ￥ が付きます。そして、3桁毎のカンマ区切りの表示になります。円なので小数点以下は必要ないので消したいのですが100円 ￥100.00 と表示されてしまいます。 .00 が消せないのなら円だけしか使いませんので、通貨を利用せずに、数字を利用することで逃げることができそうです。それは確認しています。 # Zoho Writer の表示フォーマットについて 今回は請求書を作っておりますので、1000 であれば、1,000 と表示させたいと思っております。 Zoho Sheet であればセルのフォーマットという項目がありますが、Writer 側での設定ではできないように見えます。方法がありますでしょうか？ Writer 側でフォーマット変換できないのであれば、CRM

• Aggregating multiple calendar (Office 365, Project, CRM) into one

  HI, We are considering aggregating multiple calendar into one, and Zoho Calendar seems to be the central point. Would it be the best solution to get all our calendar into Zoho into 1 interface. So, how can we: - display Office 365 calendar in Zoho Calendar - display my tasks from Zoho Projects in Zoho Calendar - display my tasks, calls, events from CRM in Zoho Calendar ? If Zoho Calendar is not the tools in Zoho, which would be the best Zoho tools for that ? Thanks

• Zoho CRM API Refresh Token expires_in is not OAuth2 compliant?

  When following the OAuth authentication documentation for Zoho CRM (here), I find that when calling the API to obtain a refresh token, the expires_in field returns the expiry time in milliseconds, not seconds as given in the OAuth2 specification.  This is not an issue if manually or programatically handling tokens without a library, but when using an OAuth2 compliant client library, the expiry is calculated incorrectly due to the specific expires_in field not being in seconds. This can result in

• Forms integrating with CRM Mapping dependencies

  Hi Team, Please help me out in this. I have integrated zoho forms with zoho  CRM.  In form i have a dropdown  of AREA list,  in CRM dropdown "area field " is mapped as dependencies with Region field. So now the problem is when Area is selected in form and on submitting form, the data is getting into the lead i.e area to area, but region is not getting selected automatically, as i have mapped dependencies area with region. in this case I have to open the lead once and need to click on area field once

• AddressFields from Card Scanner to ZOHO CRM Contatcs

  Hello When I scan a card using  card scanner the adress shows on the app, but where does it put it in ZOHO CRM Contacts ? I cannot find the address in the Fields Module which matches the cad scanner,is there a way of matching fields? I have 1500 cards to scan.

• How to load list of participants in the event over API?

  Hello, Is there a way to load list of invitees/participants of the event over the API?  We are able to load the event by its ID, but API response does not contain information about invitees/participants (on the UI we see that event has 7 participants). Thanks!

• Let salespeople do only sales using the Webmerge extension for Zoho CRM

  What happens when an efficient salesperson has been drifted away from the sales process and made to focus on administrative duties such as generating a contract or invoicing? The more time they spend on those administrative tasks, the less time they could

• Integration Field doesn't show CRM custom module

  HI, I created a custom module in Zoho CRM. In Creator, I like to add an Integration field to "link" the record ID to the record ID of this CRM module. However, I see Opportunities, Vendors, etc.. but not my Custom Module. Did I miss something ? The goal is to have the Creator application to be listed as related list in the CRM Module. I could achieve this with the Opportunities / Deal Module, but apparently not for a custom module. BTW, I'm admin in both CRM and Creator. Thank you

• Zoho CRM API V2 and python SDK

  Hi, I was trying to access ZohoCRM record using API V2 and python SDK but I'm stuck. I'm using a simple python script from my Mac so not a sever and this seems to be the first problem: I cannot connect.  I went to https://accounts.zoho.com/developerconsole and created an API but I cannot figure out how to configure zcrmsdk. I copied and pasted the information into oauth_configuration.properties but it doesn't connect. I also tried to create a self_client key but I cannot figure out how to use it.

• installation misunderstanding

  I'm trying to integrate asterisk on CRM. Downloaded the Phonebridge adapter and got 'UnknownHostException' while installing the adapter. I don't understand what this error means. I don't understand the adapter is installed or not. When I try to dial the number from lead, which I created for a test, there appear popup windows with text, 'CONNECTING' but no traffic comes to PBX server.  What can I check?

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