Have an html form that updates a specific Deal
Hi, We need the ability for a Deal's Contact to update 2 fields in the Deals module. Can we do this without using Zoho Forms? We cant justify the £7.50pm (Zoho Forms basic package) just so a Deal's Contact can update 2 fields. Perhaps theres a way programattically
Posting the value of an html textarea to CRM's Multi Line field
Hi all I have an html form on a webpage. Im using cURL PHP to get the value of a textarea field and insert it into a Multi Line field in the CRM. Ive realised I cant have line breaks in the textarea field becuase it breaks the json. Id like to be able
Is it possible to allow my accountant access specific files in Zoho CRM
My accountant would like access to specific files in Zoho CRM. Is there a way to do this without creating a separate module? Thank you, Ron
cURL PHP - how to get a Deal's contact roles?
Hi I need to get access to a Deal's contact roles. (I assume the contact roles is a related list of the Deal). My code so far: curl_setopt_array($curl, array( CURLOPT_URL => 'https://www.zohoapis.eu/crm/v3/Deals/' . $_POST['dealID'], CURLOPT_RETURNTRANSFER
Can the "Application (Deal)" name be auto-number?
Hi, My current "Application (Deal)" name is required to key in something and the properties is marked as "system-defined field and cannot be modified". Can it be changed to auto-number? Thanks, Br, Andy
Track every email sent to client?
Can Zoho Mail/CRM capture and store any email sent to customers? Hi here, I am planing on using both Shopify and Zoho One (campaigns, mail, CRM, etc) and some Shopify apps will fire emails to customers (that exist in both Shopify and Zoho) automatically
How To See Email Open Notification For Subsequent Opens?
Hi folks! When I send out an email from the CRM, I can see the email open notification from the signals bell icon at the top right corner of the screen. However I believe this is only for the initial open? Subsequently I have to go to the contacts details
How best to create access tokens?
Hi, Im using cURL php and Zoho CRM's REST API. Im wanting a custom html form sat on my website which updates a Deal's record. I have this working (mostly!). Im using the Self Client type in the API Developer console. Is this the best client type, or should
Kanban view. Move phase
Hi all, I need that in the Kanban view, move a phase (sales cycles) that now seems to me at the end but I want to move it to the beginning. How is it done? Thanks
CRM does not close phone call when terminated on Ring Central soft phone
I have Ring Central enabled to work with my Zoho CRM. Whenever I place an outbound from the CRM, a little box pops up showing contact info along with a timer on the call. However, when I complete the call and click the End button on the Ring Central
Bug in custom module lookup field search
I have a custom module with makes of products. When searching for a specific make (let's call it "acme") Zoho returns all of the makes containing "acme" except for "acme". So let's say the custom module contains: acme acme/pinnacle acme/diamond acme/gold
Setting up the API key
Hello, I am trying to start using zoho as our CRM, and the first thing I need to do is importing the leads. I must do that through the API, and I have spent the past 3 hours going circles with Oauth, creating apps, clients and whatnot. So I decided to
Daily email Limit and workflows
Hello, what will happen if a workflow triggers more persons than my daily emaillimit? Will the workflow fail or will the emails beeing sent day by day accordingly ?
Parallel Transitions - Not working
Hi, I would like to enable parallel transitions in a blueprint as described here: https://help.zoho.com/portal/kb/articles/parallel-and-common-transitions. But this seems not to be supported anymore, I can't see any plus symbol when clicking on a transition.
Filtered list view total count
Noticed what I think is a small bug. When I use filters to narrow down a list of contacts the "Total Count" link at the bottom of the list gives me the total count for the unfiltered list, not the count of the filtered list. For instance, if I do a quick filter for contacts in a certain city, the total count should just tell me the number of contacts I have in that city, not the total number of contacts in the db.
Trying to Query All Records in Module and Perform Update Hourly
I am trying to write a scheduled function to run hourly that will query all records in a custom module and write to a datetime field called "Todays Date". I am doing this to kick off a function within a Workflow since you can't set Workflows to run on
I am sending a "To" column in request but I get the following error "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203 ]"
I am trying to get data from a Custom Module by using the following query: Select * From CustomModule Every time I execute this query I get the following error: "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203]" In
Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. Multi
Zoho CRM's V4 APIs are here!
Hello everyone! We hope you are all gearing up for Christmas and New Year. To make this season sweeter, we are thrilled to announce the release of Zoho CRM's V4 APIs! With every version, we offer something new to satisfy your business needs. V4 is no
How to autofill City information based on Zip Code
I would like to know if there is a formula to autofill in City and State information if the Zip Code is entered into a New Lead.
Zoho CRM is a mess
Why is it so complicated to do the simplest things? I am super frustrated by this platform. They suck you in with what looks like a good deal for the software without telling you you have to invest 10s of thousands of dollars for the software to do anything
Permissions based on conditions / groups
I have 2 new users who need limited access to CRM because they are contractors. We've never had contractors in the system before and the permissions are getting a bit confusing for our use case. Both new users support the same 5 Customers, so they should
PhoneBridge Integration Desktop Notifications (Browser, or Softphone)
Hi there, I try to implement a new Sales and Support process, which includes as well Zoho PhoneBridge using Twilio. Everything works fne so far, but there is one major problem. How will my support & sales representatives be notified, when they neither
Deluge function to compose email and associate to a record
Hi, I successfully wrote a deluge function that sends emails with attachments, using built-in fields "primary" and "secondary" emails of a custom module. As I need to keep track of sent email, I would like to know if it is possible with a deluge function:
Cant get a schedule function to run correctly
Hello I have a custom function that I have written and I know works as I have tested it in a workflow, I need the function to run every morning at 6am so have created a schedule but when I create the function in the schedule I cannot associate the argument
Get emails sent to a module entry in Zoho CRM
Hello, we would like to use the API to get the emails (and their contents) sent to a module entry, but we don't know whether this is possible. Any ideas? Your help is greatly appreciated
I want to create Deals with a specified layout in the PHP SDK.
I am trying to create Deals with the PHP SDK. I'm trying to create a Deals using the PHP SDK. I'm trying to create a Deals from multiple layouts by specifying the most recently created layout, but it's created as Standard. I have just recently developed
Daily leads amount report
Looking for a way to receive a numeric value summing the amount of leads created yesterday. via API or any other method is appericated. Thanks!
Set a filter criteria to limit the records available to users in the lookup field
Presently in ZOHO CRM, the "Lookup" field say "Vendors" in the "Purchase order" module, and displays the name of all the vendors in the drop-down or in the lookup window. If we want to restrict these values of the lookup field, there are two issues in
Zoho CRM Reports module throws error when Filter applied as "Logged in user"
In the "New Version" of Reports, existing default/standard reports like "My Overdue Activities" (or any "My" related report for that matter) throw an error and will not run when a filter exists for "logged in user". If you remove the "logged in user"
Related email doesn't match email with association article.
Related email doesn't match email with association article. https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/email-association-with-deal#Link_Unlink_or_Change_Deal_Manually It would be great if we could also associate the email
Lead Status Report associated with number of days (age) in a particular status
Hi, We want, a lead status report to be generated saying that how many days has been passed in a particular status. Then, if the number of days are morethan 14 days, an auto generated escalation should go to manager. is it possible in Zoho CRM ?
How to send Lead information to an external party via email
Hi there, I'm wondering if it is possible to be able to automatically send a leads contact information externally through workflows? We act as a third party so would send our leads to retailers I'm wondering if this is possible to be done automatically
Edit or Delete scheduled emails
Is there a way to edit or delete emails scheduled via a workflow? If a customer makes an order, or phones me, it's hugely unprofessional to have a series of (now irrelevant) emails continue to be sent to them. Zoho support tell me it's not possible. (though
Condition for multiple Pepiline
I have 2 pipelines with different stages (Government and Private), I have the field where I indicate which type of pipeline I want to follow, but I cannot fit the deal within the designated pipeline, it enables all stages (both government and private)
Email sent shows up as email opened almost immediately, even when not opened
When I send an email from Zoho CRM, a few seconds later, I get a notification saying the message has been opened. I have sent to my test accounts and not read the sent email, so I know its not being opened by recipients before getting an opened response.
Zoho - Crm - Bulk Apis - Bulk Write
Hello, I'm developing a new feature for our application and I need to use bulk apis. I set up a self client in order to generate the code to send the request for the access_token. I make the access_token request with the code and I receive a token for
String Function Not Working
I am trying to create a function based on the date entered into the "ITAR Expiration" field. If the expiration field is older than 'today's date' or left blank, I want the formula to return the text 'Invalid.' If the expiration field is a date that is
Kaizen #59 - Creating alerts and custom messages using Client Script
Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
Zoho CRM Email Parsers not working?
Hello, We have an e-mail parser set up which has worked fine for the last months. This parser receives emails and creates a contact from each email. However and without making any changes it has stopped working as of around 12 hours ago. Set up another
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