Anyone else having a sorting problem in reporting?
Right now my reports sorting doesn't work - Asc or Desc in the column headers just doesn't do the right thing. It essentially scrambles the whole list of items. Zoho told me to just "make a new report" so I did that and the same problem continues to exist.
Price Books
I know that as an Administrator I can set permissions by profile to the Price Book Module. My question is, can I restrict access by role to the different created price books. Example: Price Book - CS > Accessible only by CS security profile? Price Book
INVALID_REQUEST and OAUTH_SCOPE_MISMATCH
Hi, I'm using php-sdk with the rest API and I'm trying to getRecords I got two errors : An INVALID_REQUEST and an OAUTH_SCOPE_MISMATCH. Depend on the moments but both are here. This is my code ZohoOuauth : Function where i'm trying to get the records
GET THIS ERROR OAUTH_SCOPE_MISMATCH
https://www.zohoapis.com/crm/v2/lead?scope=ZohoCRM.modules.all whenever i am trying to get the leas from zoho...i am always getting this error...." OAUTH_SCOPE_MISMATCH " is there separate tokens for every scope.....
ZUG Virtual Meetups - February and March 2022
Hello everyone, We have opened up registrations for the Virtual ZUG Meetups for February - March 2022. Last month, we had a great discussion with our Zoho User Groups. For the next one, we'll be discussing Subforms in Zoho CRM and integration of Zoho
OAUTH_SCOPE_MISMATCH when calling /bulk/v2/read API on a Linking Module
I'm trying to start a Bulk Read Job with the following API call: POST /crm/bulk/v2/read HTTP/1.1 Host: www.zohoapis.com Authorization: Zoho-oauthtoken xxxxxxx Content-Type: application/json { "query": { "module": "Contacts_X_Accounts"
Error: OAUTH_SCOPE_MISMATCH When Trying to Bulk Read
Why am I getting this error when trying to issue bulk read request? Request: https://www.zohoapis.com/crm/bulk/v2/read?scope=ZohoCRM.modules.leads.READ&scope=ZohoCRM.bulk.read { "query": { "module": "Leads", "fields": ["Street", "City", "Realtor.com Link"]
OAUTH_SCOPE_MISMATCH for insert account
URL for request grant token: /oauth/v2/auth??scope=ZohoCRM.modules.ALL&client_id={client_id}&response_type=code&access_type=offline&prompt=consent&redirect_uri={my_url} Request for insert Account: method: POST url: https://www.zohoapis.eu/crm/v2/Accounts headers: { Authorization:Zoho-oauthtoken 1000.d3f65f99ca204810...f693c30501e4c757d41 } body: { "data": [ { "Company": "Acme Inc", "Last_Name": "Donelly", "First_Name": "Jennifer", "Email":
invalid oauth scope to access this URLOAUTH_SCOPE_MISMATCH
Using the PHP SDK. I generated the Grant Token with the following scope: aaaserver.profile.READ,ZohoCRM.modules.ALL I used Postman to generate the Refresh Token using the Grant Token. I ran the code outlined in the PHP SDK docs to generate the Access
OAUTH_SCOPE_MISMATCH on creating subscription on v2.0
I am trying to create subscription on leads create. I have giving scope as ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoCRM.users.ALL,ZohoCRM.org.ALL But then also on creating subscription its giving scope error. what is the particular scope for creating
C# SDK version 3.x.x Error: "OAUTH_SCOPE_MISMATCH"
When ever i am executing below method: RecordOperations recordOperations = new RecordOperations(); ParameterMap paramInstance = new ParameterMap(); paramInstance.Add(SearchRecordsParam.EMAIL, Email);APIResponse<ResponseHandler>
Remove underline of link in templates and signature
Is there a easy way to remove the underline of links in templates and signature in CRM? Thanks, Katie
Key changes in metering API Limits
Hello everyone, We are going to implement a couple of important changes concerning v2.0 API Limits in Zoho CRM, which will be effective from 15 October, 2018. These upgrades guarantee several benefits to the users, such as an increase in the overall API limits, and the removal of time constraints for the API calls. The two major changes that will be implemented are: A new system of calculating the API Rate Limits - Currently, the per minute API rate limits are calculated based on the number of API
Zoho CRM users that Spend a lot of Time in their Cars
Hi there, I spend a lot of my time in my car commuting between meetings and I have yet to figure out a good solution for accessing Zoho contacts while driving so that I can make calls on the road. I have Apple CarPlay and it does allow for RingCentral
Has anyone integrated with Five9
The title says it all - has anyone integrated with Five9 virtual call centre?
Sending email from Potential does not update modified time
I am used to sort potentials by modified time. Sending email is definetely a time of operation that "touches" potential. So it must update modified time column so that potential sorting is right. What do u think on it, dear Zoho developers? Regards, Max.
CRM Charts - Underlying Data
If I have a chart on my dashboard and click on it, the information shown is very limited. Is it possible to customise what fields are shown on the underlying data?
Zoho CRM/Books Integration is Terrible
The integration between Zoho CRM and Zoho books is terrible. You can create a quote in the CRM, but can only "convert" the quote to in invoice in the CRM invoice module. To actually get it into Zoho Books, you have to create a new Quote in a different
Mail Merge and Multiple Contacts or Accounts
Occasionally, we need to print a list of contacts from an account or a list of accounts of a particular type with contact information and addresses. I would like to set up a mail-merge template that does this, but I can only get it to produce one contact
How to attach a pdf in an email - Zoho CRM
Hi, I have a campaign to request for a whitepaper and I want to link to that whitepaper pdf in the thank you mail I send. Unfortunately I do not understand how to do this, and were I need to store that file so that all people can access this pdf. Should
Activity report that shows email data sent from IMAP linked accounts
Is it possible to produce a report of IMAP email activity? Since moving across to this method of tracking from the outlook plugins I've seemed to have lost the ability to monitor email activity by report. Rather than drilling down into the contact/lead.
Can an opportunity have multiple owners?
We have salespeople who team up on an opportunity and will split the revenue. I want it to show up in both of their pipelines/funnels. If there is another way that I'm missing, please let me know. Thanks
Google Ads ROAS based on lifetime value (or totale revenue generated by the customer)
Hello, we run a B2B business and we are using Google Ads to reach new customers. We'd like to calculate our campaigns ROAS based on customer LTV (lifetime value). Let's make an example: a potential customer contacts us after clicking on a Google Ad: a
"Cascadable" Values from Account To Sales Orders, viewable on the "New Record" Form
I'm sure this has been requested before, but is there a way to set custom fields as "Cascade" for derivative records? Native fields like "Phone" or "Address fields" will be prefilled in a Sales Order when created on an Account that has these fields filled
How to add developer not user in zoho crm not sure may be from zoho one
Hi, I am trying to add developer in our crm; but can't found the option . Willl you please help or guide us on that . Thanks and Regards, Sidhant A.
Listing "Last Edited Accounts"
Is there a way to list - via a specific view, the accounts that have been recently edited (I mean whatever field has been edited)? There currently are views for Week or Last Week new accounts, but these are for newly created accounts only, not for existing
accounts vs contacts
So contacts are people, accounts are like other companies and trusts and stuff (at least that's how we use it). i had a dumb office assistant for 3 months. She put several people in as accounts or as both. Its really frustrating because I can't get
Commission Rate
Hello, I want to know the function of "Commission Rate" on the "Products" page.Is there any calculation after inputing the "Commission Rate" field?
Sharing commissions?
Hi, I was wondering if there is a way to split commissions between 2 or more salesmen? I only see commission recorded when entering a product but what if I have salesmen with different commission %s or if 2 salesmen worked on the account and will split the it? do you have a solution for this? thanks in advance for your thoughts! Nadine
Form Integration to CRM
Hi, I am trying to update a record in the Leads module with the data from a Form. I have added the Zoho CRM advanced field and mapped all the responses to a field in the Leads Module. However, when the form is being submitted, I get all entries but
About Client Scripts
What are the two uses of this client script? UI.scrollTo('myElem') →What element should I specify for 'myElem'? UI.highlight('div1', {time: 1000}) →Where should I specify the element for 'div'? I saw the html in the chrome verification but could not solve
Create a product with variable date, like a subscription and send automation e-mails
Hi, I want to link a costumer to a subscription, but the start/end date for the subscription is always different. I also want to send automation e-mail (looking for an example) after i linked that product to a costumer and send an automation expire e-mail
Zoho Workdrive for CRM doesn't work - error message
{"error":"App not found","status":false} already tried different browsers like safari, chrome, firefox. normally we use chrome. also uninstalled Workdrive for CRM and reinstalled it. doesn't work either. Problem exists since monday, maybe since friday,
ZOHO slow / spinning
Zoho seems to be very slow. It will not filter records and just hangs. What's going on?
Automated Email with Approval Process
Part of the approval process is setting up the emails that are sent to the approvers. Why is the system generated email still sent? Can this be stopped (see attached)?
Showing Potential fields within Deal in Canvas
In a specified "Potential" record I have a field called "Potential Example 1". In a "Deal" record I link a "potential" record as related with a value in "Potential Example 1". I'd like to display the value of this single field "Potential Example 1" inside
Merge Historical Data w/ Dynamic Zoho Finance Data for Table in CRM
Need: Single table in CRM Contact view that summarizes Invoice Line Items from Zoho Books and equivalent historical data from previous bookkeeping systems. Use Case: We are a direct-to-consumer ecommerce company. When a customer contacts us, we have a
Error INVALID_OAUTHSCOPE in request to url https://accounts.zoho.com/oauth/user/info
I m trying configure the API ZOHO in my PHP application. * 1 step: Register your access in https://accounts.zoho.com/developerconsole, here create your ID_CLIENT to access. 2* step: Install and configure API ZOHO composer require zohocrm/php-sdk *3
Getting invalid oauthscope when trying to create a new contact
When I go to use the API to create a new Contact within the CRM, I'm getting: {"code":2945,"description":"This is an invalid oauthscope. Please regenerate the oauthtoken corresponding to the API with proper oauthscope."} I am using the following scope:
Tags as Merge Fields for Email Templates?
Hi folks, I am using an email template and workflow to send internal email notifications to certain users when a record is updated via Zoho Flow, and I'm using merge field variables in the template for a quick glance at what data my custom fields contain.
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