Option to convert "Closed Won" Potentials to Sales/Purchase Orders or (better yet) to a new "Current Business" module.
As "Potentials" implies business to earn, once it's earned or lost we have different requirements for that data rather than having the backlog choking up current potentials that we're tracking in the sales funnel. To keep "Potentials" cleaned out, we
Schedule Zoho CRM Analytics Dashboard Report
Hello, We create some reports with charts or comparing tables on analytics module of Zoho CRM easily. That's really so useful. But unfortunately, schedule report templates are quite insufficient, the system send to us only long long csv data files. I
CRM V3 Api
Hey Zoho Team, I've setup my client through the Zoho Api Console, obtained valid access tokens using the scope 'ZohoCRM.modules.ALL,ZohoCRM.settings.fields.ALL', and when I make a call to fetch deals: ``` const results = await fetch('https://www.zohoapis.com/crm/v3/Deals?fields=Deal_Name,Probability,Expected_Revenue',
Template with two different tables?
Hi all, I created a template for quotes with two different tables. The first table is working finde displaying product name and product description. The second should show product name, quantity, price and overall price. But it shows the same data as the first table. Can Zoho render only one table? This is the non working code. <table border="0" cellpadding="3" cellspacing="0" style="font-size:10px;" width="100%"> <thead> <tr> <td style="TEXT-ALIGN: center"
How frustrated are you with Zoho?
For the life of me, I can't figure out why Zoho customer service/support for their paying customers is so poor. I understand there is a language barrier but, I really don't get why the service is so bad. I have tried calling, using chat and emailing multiple times and all I get is a boilerplate response like check out our website for help.
Can't get all users using Node SDK V2
I'm having a problem using the Zoho CRM Node.js SDK V2. I'm trying to get all users from my organization with the getUsers-method. I have copied the sample code from here: https://www.zoho.com/crm/developer/docs/nodejs-sdk/v2/user-samples.html?src=get_users
How to use schedule calls??
Even the overdue sheduled calls are automatic closed after de date/time due?! Am I missing something here? Trying to edit those scheduled calls I can not change it status or call duration??! It is basic on a CRM system schedule, postpone, confirm scheduled
I want to intentionally delay one process in one function.
I want to get the message_id from the content notified by deluge's posttochannnel immediately with cliq's api and have it stored in cliq's database, but the success rate of saving to the database is low. Since the cliq api is executed immediately after
how do i mail merge a Zoho Document using zoho crm workflows?
I am using Zoho Docs and have created a document there. I am also using Zoho CRM and I have workflows there. How do I achieve the following: at a certain point in my workflows, I would like the CRM to automatically email a Lead the above mentioned document, with certain fields in the document filled in based on information in that Lead's record. So in a nutshell, it is a mail merge but it is being run by the CRM work flow rules... how do I achieve that? Thanks!
coql - invalid_request
I'm having an issue with coql. I keep getting an invalid_request returned to me, but I feel like I'm doing everything right. So I hope getting more eyes on it could help me along. Scope: scope=ZohoCRM.modules.leads.ALL,ZohoCRM.coql.READ Php code: $api_domain
COQL Select Query Problem
I have reviewed dozens of Internet posts and tried every suggestion I could find without success. This "string" version works perfectly so I know my Curl is set correctly: CURLOPT_POSTFIELDS => '{ "select_query":"select Start_DateTime, Event_Duration
Address fields for Contacts and Accounts
We need the same two sets of address fields (e.g., one set for Billing/Physical Address and one set for Shipping/Mailing Address) to appear on both the Contact and the Account form. 1. Not possible to map these fields from the Account form over to Contact?
Generating a report based on specific field change
Hello, I need to generate a report that will only include records that changed in a specific fields. Is that possible? Let me describe the use-case. In Leads module we have a field called "Lead Status" where there are few status that inform us what is
Email conversations not showing on backend despite sharing permissions being set to public
Hi, our backend users were unable to see the email conversations with leads despite email sharing permissions being set to Public - Shared with Everyone (screenshot attached). Does anybody familiar with the matter able to resolve the issue? Many tha
Email Address Field
Hi, I am new to all this as sorting out a few errors within my new companies CRM. I have come across something within our CRM and am struggling to fix it. The Email Address field is in the layout customisation tab, however when creating a new client/
CRM API name for Salutation
Hi, I'm trying to ge the Salutation field from the API. This is the "Mr, Mrs, etc... attached to the Firstname field. But I can't find it in the available API name for contacts. Where should I get it ? Here the CRM Contact form And the list of API name
Extension pointers - JS SDK Series #1: Learn how to invoke a REST API function from a widget using the execute method
Software development kits (SDK) are sets of tools that are useful when building applications on a platform. They wrap up APIs in the form of libraries, and include sample code, utilities, and documentation that guides you in building your applications.
Custom Button
Is it possible to hide a button until a certain field is updated?
Zapier intergration error - Workflow trigger
Can't trigger a workflow automation in ZohoCRM, it's not loading them in the drop down options in the Trigger field. Image attached. Currently on a Zoho One Subscription which should enable the enterprise features, as mentioned in your help doc for this
STATUS OF CONVERTED INVOICE FROM SALES ORDERS
Hello, I have an issue. I need to be able to choose the status of the invoice after has been converted from sales orders. How can this be set up? When I convert a sales orders into invoice, the status of the sales orders changes to "paid", but I do not want to change the status of the sales orders automatically, but manually, as sometimes the invoice is issued but has not been paid. Thank you.
HTTP 400 Error when using API
I got http 400 error since 9/1, I double confirmed that getRecordById and getRecords work well , but insertRecords and updateRecords not. I know API 1.0 will be sunset at the end of 2018, but API 1.0 should works well now as I didn't get any update information about API protocol change. It has a huge impact to our daily operation. When will the hot fix be done ? Response : {StatusCode: 400, ReasonPhrase: 'Bad Request', Version: 1.1, Content: System.Net.Http.StreamContent, Headers: { Transfer-Encoding:
Estimate Replies
Am I missing something? How do I get replies to estimates and such to go back to the Sales Person who sent it? Every estimate reply, acceptance, etc.. goes to our general email which goes to me(owner) and the Office Manager, which we then have to forward
Extension pointers for integrating Zoho CRM with Zoho products #9: Track and share Zoho WorkDrive files from within Zoho CRM
Viewing and tracking WorkDrive files from within Zoho CRM ensures you have greater visibility and accessibility. In our previous post, we set up a Team Folder and contact-specific folders within it to upload files for each contact. In continuation
How to update Who_id or Parent_Id on a Note, Activities, Etc.
Looking in the API I can't find a good example of updating the Who_id or Paernt_Id on a Note, Task, Event, etc. to re-assign it to another contact. I'm doing this: PUT https://www.zohoapis.com/crm/v2/Tasks/1234567890 { "Who_id": "IdOfContactHere" } This
Using photos gathered in Zoho forms for Lead Image in Zoho CRM
We collect photos of our leads in our application. Our application is hosted in zoho forms. I can see how to include that image we collect in "attachments" in zoho CRM, but I can't see how to integrate that photo automatically in the lead photo field
I am sending Owner_Name in request but I get an "Invalid column name" error. (Using COQL)
I have executed the following query (using COQL); Select * From Accounts; In this case I got NULL values for the AccountOwner_Name column. This is a Lookup datatype column. I modified the request to send "Owner_Name" since I thought this might be API's
Search cases by case number
I think, it's a good idea, to add this kind of feature. When I give to a customer a case number and escalating it to another person, then later a customer can ask about case status by it's number.
Is that possible to trigger the mail merge template for E-sign using Custom Function as per the order wise ?
Dear Team, Please refer to the below query. - While sending the mail merge template for E-Sign. I need to send it as per the order wise for multiple signature. For Example, 1. CEO - First Signature [Signer] 2. Customer - Second Signature [Signer] 3.
Unicode / UTF-8 Support in Zoho CRM
Hi at Zoho, I see that I can enter non-Latin characters in Zoho CRM, and they are obviously stored and displayed correctly after having been entered. But when I want to export records with non-Western characters from Zoho CRM, they turn out as gibberish in Excel or my text editor. So, here come my questions: 1. Is Unicode data stored correctly in CRM? 2. Is there a way to import/export Unicode data with non-Latin characters into/out of Zoho CRM? 3. Are you working on full Unicode export support for
400 Bad Request - Insert Record
Hi, I have been trying to create a lead through API. Lead passes through successfully if I do not pass description in a payload. Or it passes if I remove \n from the description value. I looked at the API documentation and Description field accepts new line (\n). What am I doing wrong here? Here is the request data: (This didnt go through) "{\n\"data\": [\n{\n\"Company\": \"xxxxcompany\",\n\"First_Name\": \"Ashhad\",\n\"Last_Name\": \"Billi\",\n\"Email\": \"\",\n \"Phone\": \"(647) 871-9067\",\n
Unique email link
Hi, We just migrated to Zoho CRM from Lotus Notes, and one thing that we're really missing is the ability to share a link directly. This means that I can share a link to a colleague which would take them directly to the mail in question. I found no ways
Getting Calls dialled number on zoho crm
I have this flow developed for a customer in which based on the dialled number of calls on zoho crm, they were able to get the Lead Source automatically. It's a flow that saved a lot of time to them for reporting. All was done reading the calls related
Improvement Idea - sort of search field columns
A feature that would be very useful to making the search function more powerful would be the ability to sort the results of a search by the column headers. Say I search for "Stapler" under products. I see a list of all staplers, but how is it sorted? What if I know I am looking for the cheapest stapler? If I could sort by the column "Unit Price" then this would be an easy task. Please add for consideration in future improvements.
Fetch All Records From A Module In Zoho CRM Without Limits (1, 200).
Connection Scope: Scope = ZohoSearch.securesearch.READ (and) ZohoCRM.modules.{module_name}.READ Pass Module's API Name As Function's Argument. ///////////////////////////////// Counting how many page of records exist in a module (Per Page 200 is limit)
Layout and Field Permissions are not working.
I've set one of my Layouts to only be viewable by "Administrator" profile, but all profiles are able to access that Layout. I've also changed the setting on certain fields to "Don't Show" for certain profiles, but they still show up for those profiles.
Why do some Lookups show up for report filters and not others?
I have two Account Lookups on the Deal object and want to filter a report based on the value in one of them, however that field does not show up in the field drop down when creating the filters. The other Account lookup that I do not need to filter DOES
CRM Cases Create Button
Hi I gave a question for CRM Cases. We use the Zoho One and our product supplier uses Sales force. The specification is From CRM create a case If the case needs to be escalated to our supplier id like to be able to forward the case information automatically
"Composite API" - How do I tie responses to the request
In the composite API, I see the ability to batch requests, and tag then with ids ("sub_request_id": 1). In the batch response, I do not see a reference to the sub_request_id. How do I tie a response to the specific request in the case? I see the ability
Header Line in Quote product rows
I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title
Show the notifications tab in the Projects view
When browsing through the CRM > Projects module, the essential notifications tab does not show. Given the importance of this panel for Projects users, it is definitely needed to achieve a one-place-to-go setup.
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