• Connecting with Zoho CRM via API error

  Hi support, I am trying to connect with Zoho CRM via API C#, but I have an error during run the method(System.NullReferenceException: 'Object reference not set to an instance of an object.'), I think there is something wrong with the configuration  could you please help me  at ZCRMSDK.CRM.Library.CRMException.ZCRMLogger.LogError(String message)    at ZCRMSDK.CRM.Library.CRMException.ZCRMLogger.LogError(Exception exception)    at ZCRMSDK.CRM.Library.Api.Handler.OrganizationAPIHandler.GetUsers(String

• Page Layouts Not Showing Custom Fields Data With ApiMethod "getRecordById"

  Hello, I've three number of layouts in Deals  1. Insurance 2. Banking 3. BroadBand All of above three layouts contains different text fields and we store data in those fields. Now try to understand my scenario. Deal 1 POTENTIALID : 2389429384212154 Name : abc Stage : abc Layout : Insurance Tenure : 10 years Premium : 10,000 Deal 2 POTENTIALID : 238942932121545 Name : efg Stage : efg Layout : Banking Loan Amount : 1,000,00 Bank Name : SBB Deal 3 POTENTIALID : 238942938429384 Name : hij Stage : hij

• unsupported field

  I get this error when creating an e-mail from CRM    I can't get the Contact-ID field only by deleting the survey button, the error disappears - but then I don't have my survey What can I do? Cheers, Alex      

• How can create Sub-Field inside a Field to using custom fields?

  how can create Sub-Field inside a Field to using custom fields? I want to create Sub-Field inside a Field such as Name field with Prefix Salutation. Following figure for your understanding... It is possible OR not? If any one have solution of this question then tell me.

• Feed data to Zoho Books from a custom module

  Is it possible to connect Zoho Books or Invoice to a custom module in CRM? We're looking into processing certain services that aren't cataloged as Products, and it would be preferable if we could assign Books to only processing invoices from them.

• How do I format a spreadsheet for easy import of advertiser leads to CRM?

  Is there a template I can open in excel for easy uploading of an excel file to the CRM? I want to upload a large number of advertiser fields and can't figure out how to format the document so that Zoho can import it. I exported an excel file of a few pre-existing leads so I could use that format. We have many data fields, but only 10 are required for a lead to be saved. I filled out information for the required fields and left the optional fields blank. When I selected the file on the upload page

• データサービスより無料セミナーのご案内：【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～

  株式会社データサービスより、ZohoCRMをご利用の管理者様向けのセミナーをご案内します。 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。   メインの内容としては ・ワークフロー 

• 1対多のサブフォームについて

  １からカスタムタブを作るとします。 よくあるレイアウトで、見積もりのレイアウト中に見積もり行を入力するもとのします。 リレーショナルデータベースのセオリーで考えると、「見積もり」と、「見積もり明細行」というタブをそれぞれ作り、１対多の関係で表示するかと思います。 サブフォームなんですが、見積もりに表示されているサブフォームで、見積もり明細行のフィールドデータを表示させるには、どのようにすれば良いのでしょうか？ 何をもってリレーションを定義するのか？（１つルックアップを作るのか） 明細行のフィールドの値は、カスタム関数で記述しなければならないのでしょうか？ なども含めて、教えてください。

• Ability to add contact CRM notes from within Desk

  It's nice that from within Zoho Desk we can see CRM information by clicking on the CRM icon. We use the Contact Notes field to provide some basic information about the customer. It would be nice if agents from within Desk could add/edit the customer notes without having to leave the ticket and open the CRM. Is there any way to do this? Here's a screenshot showing the contact note displaying within Zoho Desk, but there is not a way to add a new note or edit the existing note:

• Zoho JAVA TLS problem

  I have a problem for create a lead from my custom ERP, i have this error message : com.zoho.crm.library.exception.ZCRMLogger.logError ZCRM -  in com.zoho.crm.library.api.APIRequest.getAPIResponse:245 ::: javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException:

• Separate Customer and Leads Form?

  I have customer and leads form. They have same shared attributes like Name, Phone, Address and Leads have it's specific attributes like First Contact Time, Contact Via. I want to separate Customer and Leads into different form but my boss want to add Customer into Leads form as a subform they have same attribute so no need to have Customer form. My question are: 1. What's the pros and cons of each? 2. For the second option (Customer inside Leads form as a subform), how to design the form?

• Conditional Fields in CRM

  EDIT: See my lower post for instructions as to how to get to the "Layout Rules" section I can't for the life of me find the settings to create the newly advertised conditional fields. Can someone point me in the right direction? Looking for this: https://www.zoho.com/crm/extend/ https://www.zoho.com/crm/whats-new/ https://www.zoho.com/crm/blog/sell-smarter-better-faster.html Thanks!

• Problems with ZOHO MailChimp extensions, MailChimp and ZOHO-CRM (Plus/one) .

  We are using MailChimp to get from the Websites and Webinars the customer data's and using MailChimp as "Marketing automation for this two topics. As we using ZOHO CRM, we would like to snc the MailChimp - list wie ZOHO CRM I Installed the MailChimp extensions from your Marketplace: CRM : Tab & Web tab Mailchimp is installed Connection is installed and in place The following is working : In ZOHO-CRM-MailCHimp settings, I can see the snyc. list-Name from MailChimp and # of item in the list from MailChimp

• TRANSLATION ISSUES

  Hi everyone, Ok... At the very beginning I did the set up of the system in English. But I am French and so do my clients. So i have turned the languages from English to French. All seemed to be ok but still... when I go to the "account" section, scroll down to "create a new invoice"... to export it as a PDF, the PDF invoice is in English while the system is in French...I have spent hours to investigate... All is set in French and the invoice when I export it under PDF is in english. I don't get it.

• Failed to execute function

  In a function, i want to see a custom field : "Repres" of my users I see the field but the function has a problem next the info. args = Map(); args.put("action","quotationHeader"); code_rep = ""; repres = zoho.crm.getRecords("users"); //info repres; for each  rep in repres { for each  r in rep { if(r.containsKey("email")) { if(r.getJSON("email").equals(zoho.loginuserid)) { code_rep = r.getJSON("Repres"); info code_rep; } } } } return ""; I see : Info AMA Failed to execute function Function specified

• ZOHO CRM - Invoice: Unfixed Values for Invoiced Services (Products)

  We run a study-travel agency and write invoices to partner institutions for referral services. The commission for each referral is dependent upon the price that our referred customers pay to our partner institutions  in tuition and fees for their study program. The percentage we receive in commission also varies from contract to contract. Therefore, the cost of the commission we invoice each partner for essentially the same service (product) is never the same. Is there away to manually input the

• Delete User

  Hello Could someone help me delete a super admin account? When I created the zoho account, I created an account called admin@mydomain.com. Then I raised my walter.santos@mydomain.com account to super admin, but even though it's super admin I can't delete the admin account. Today I use the free Zoho, but I want to buy the workplace, however, I will only buy if I can delete the admin user due to the cost. I've already opened more than 5 tickets in Zoho support, but they only answer 1x and then no longer

• Outlook Plugin Doesn't Work

  I've had 4 attempted sessions with Zoho CRM support, none of which helped, and resulted in me wasting 4 hours of my day while they installed an reinstalled the outlook plugin. I cannot sign into the zoho crm outlook plugin and therefore cannot record my emails into zoho crm.

• Difference between "Accounts" and "Contacts"?

  Can someone help in identifying the difference between contacts and accounts? I am new to the system and am trying to figure out how to use each. Thanks in advance! 

• making offer

  hi there I have several products with same name, but with different size. When making offer, search for product, I only se name (lot of same names) how can I do it, so I se the size field also? Kind regards Henrik Thomsen

• Run custom button on multiple stores.

  Hello, I am trying to make a custom button that can run on multiple records. I am using a custom function. The problem is that instead of running the function on each store, it is passing all the stores into one function. For example if I have a parameter in the function for the storeId when click the button it will pass all the store Id's that I have selected into one parameter in form 330xxxxxxxxxxxx40|||330xxxxxxxxxxxx21|||330xxxxxxxxxxxx30. I tried to replace the ' ||| ' separator it gives me

• Getting e-signatures made easy with the Adobe Sign extension for Zoho CRM

  Sales often involves the salesperson carrying bundles of papers to get them signed, or the need to print, sign, and scan soft copies. In either case, it creates friction in business as it takes time and effort to get the documents signed by both parties.

• Where can I find a complete list of search criteria methods?

  In the API documentation for CRM API method "SearchRecords"  there is only reference to two examples of a search that use the following : &criteria=(((Last Name:Steve)AND(Company:Zillum))OR(Lead Status:Contacted)) it is obvious that the colon is used to represent equals.  But what other options are there?  Where is there a better definition of these?  Specifically I am in need to define a value as "Is Empty" since you can't use a blank value in the call or the use of null.

• Only Retrieving the first Record from zoho.crm.getRelatedRecords()

  Hello I have been coding for some years but am new to Deluge. I need to get the IDs of every Store that is related to a Deal. "Stores" Is a custom Module and is a RELATED LIST in Deals. When I use run.. storeData_list = zoho.crm.getRelatedRecords("Stores","Deals",330XXXXXXXXXXXX); info storeData_list; I get... {"$approval":{"delegate":false,"approve":false,"reject":false,"resubmit":false},"Owner":{"name":"Jxxxxx Waxxxx","id":"33XXXXXXXX"},"Modified_Time":"2019-08-13T14:36:09-05:00","$currency_symbol":"$","Created_Time":"2019-08-13T14:36:09-05:00","$review_process":null,"$editable":true,"Deals":{"name":"Dexxxx","id":"33xxxxxxxxxxxxx001"},"Stores":{"name":"Roxxxx

• Uploading PDF Attachments to Lead records using Zoho SDK v2.0.1.0

  I am working on a c# application that utilizes the Zoho SDK v2.0.1 to create Lead records.  Once the Lead record is successfully created, I need to upload the relevant PDF file as an attachment. Once the CommonUtil.ValidateFile() method confirms that the filepath exists and is of acceptable size, I call the UploadAttachment() method on the ZCRMRecord instance.  The returned APIResponse object confirms that the operation succeeded (STATUS_CODE=OK, Status = "success"), and the included ZCRMAttachment

• Posting data from my web application, to a custom module in Zoho CRM

  Good morning, I am having trouble populating a custom module I've built from a form in my node.js application. i do not want to use web forms because styling is going to be difficult. It is a multi-step form with lots of javascript. Much rather prefer to post form fields from my web app on every form submission to the custom module I've created. What part of the docs do I need to look at for some examples considering we are now using Zoho V2. Lots of code seems to be outdated in the Node SDK Docs,

• Linking Mass Email to CRM Campaign Functionality

  We have successfully sent a few mails using the Mass Email function in CRM. However, it seems odd that we cannot link this activity to the Campaigns function, i.e. create a campaign list there, and then link a Mass Email to the list and manage the Mass Email from the Campaign function. Am I missing something? Seems highly illogical and I fail to see the real value of the Campaign tool unless it can link across. Note: I am not talking about Zoho Campaigns tool - that is a separate module altogether

• How to close a CRM Potential once the customer deal is closed

  I am using Zoho CRM. In our case, once the customer makes a purchase from us, we need to mark the "Potential" done after we receive the payment. How do i close a Potential such that it does not appear in any of the views?

• How to get the lead source in zoho crm

  We have integrated the zoho crm in our system. Users came on our website and the inquire about a product and it come in to the crm deal Now we wan't to have the source of this lead where it has come from. Please resolve my problem.

• Zoho Phonebridge API

  Is it possible to use the Zoho Phonebridge API to do an additional phone system integration? What would the process be for doing this?  We are willing to do the development, but it appears we would need access to the connector framework on the client side.

• Do I need Zoho?

  Hi, there. I am new here. First of all, let me describe my situation. I am a freelancer and I offer website testing services. Every month I testing my client's websites, reporting them the bugs, enhancements and so on, so they pay me every month for those tests. I also have lots of potential clients (leads), whom I offer my services. So, what I need from Zoho. 1. Register new leads and track the statuses (the new one, who on negotiation stage, ready to buy and so on) 2. Register the payments from

• Mobile CRM- task view not correct

  Hi we have a task view on our desktop which we use as a daybook and it is filtered to show only tasks that have daybook written in and status is not closed. It works great. The problem is that on the phone it shows closed daybook tasks as well. Plus the big problem is the speed, sometimes it can take hours before we see the task when we are mobile which is a problem as tasks drive most companies. Any ideas p[lease.

• cURL PHP : Note : Cookie is disabled in your browser. Please enable the cookie to continue.

  So I'm trying to get the *grant token* in my uri with this cURL REQUEST. The result I get is this : Note : Cookie is disabled in your browser. Please enable the cookie to continue. I know for a fact that my cookie are enabled. No doubt about it. Can someone tell me whats wrong $uri = // My URI $scope = // My scope $clientid = // My client ID $accestype =  //My access type $ch = curl_init(); $url = "https://accounts.zoho.com/oauth/v2/auth?scope=" . $scope . "&client_id=" . $clientid . "&response_type=code&access_type="

• There is no way for a Contact or Lead to update any portion of their own record without requiring mandatory fields

  If I want to send an email to contacts asking them to update their birthday and their address there is currently NO WAY TO DO THAT without requiring that they also view and submit any fields that you have made mandatory. You know some mandatory fields are not intended to be seen, much less updated, by our Contacts. Also, and for whatever reason, Zoho CRM does not allow us to pass Contact ID as a field/value to Zoho Forms, Zoho Surveys, or the Contact Portal. That means there is no way to prompt any

• 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

• 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"                 },                

• 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?

• 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

• show zoho crm data from a zoho autoresponder email

  How to populate zoho crm data in a zoho form and launch in a zoho campaign email autoresponder so my leads can verify their data and make changes. Then I want to ask further questions in another form and do some processing.

• 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

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