Dealing with both B2B and B2C customers
Hi, our company sells to both companies and individuals. This becomes a problem when converting leads into accounts because the Company Name field in Leads cannot be re-named and it is mapped directly to the Account Name field in Accounts, which is a
Multi-select fields don't add items, they overwrite
Hello, For Action Leads/insertRecords? When I choose duplicateCheck =2, it finds the same email, and updates the record. Fine. But don't you think that all Multi-select fields should have Items added to the list, rather then replacing all the options
Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?
This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning. So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
Do I correctly understand Stage History in Analytics?
Here's a 1:05 screen recording to illustrate my question. https://workdrive.zohoexternal.com/external/3d1ad810a1d8ba1739e4724f52b4c54d6403f452a4b004044447f9be4b582d97
Search records API - Sorting
Hi Is it possible to use sort_by and sort_order in Search records query? I tried using it and it works but it's giving me inconsistent results. https://www.zoho.com/crm/developer/docs/api/v2.1/search-records.html Thanks.
VirtueMart Integration
I need to integrate ZOHO with my Virtuemart (Joomla) estore to capture customer data and product purchases. I did not see an app in ZOHO marketplace for this. Any ideas on how to integrate and eliminate the manual keyed transfer of customer records? Thanks,
ZERO Sorts between One and Two instead of before One "1, 0, 2, 3, 4"
We use numbers in our Task "Priority" field from 0-9. 0 is our highest priority while 9 is the lowest. When we sort our task list by ascending order, the list shows priority 1 before priority 0, followed by priority 2, 3, and so forth. Please fix the
Remove apostrophes from returned string values in formulas in Zoho CRM
Hi, Using the following script/code '${Förfrågningar.Företag} presenterar ${Förfrågningar.Gatuadress}. Ansvarig Mäklare ${Förfrågningar.Förnamn}' Where i fetch the values of certain fields in the "leads" module (renamed). I am receiving the following
Duplicating module for building purposes
HI - I need to create a custom module in my CRM that has the exact fields of the Sales Orders module. Looking for a short cut so I don't have to recreate each field again. - Any way to duplicate a module? Thanks
Expected Revenue Calculation based on Probability
Hi, I am wondering how to create in dashboards a KPI (number) which would reflect sum of amount of expected revenue for this month based on probability of each deal in sales pipeline. The only number I am getting is either the sum of all amounts in the
Updating a field with a link in an email
Any thought? I want to send an email to individual leads using an email template. I want then to be able to click on a link in the email that updates a field in their record. Is this possible?
Mobile push notification API
Is it possible to integrate ZOHO CRM with Firebase Cloud Messaging to send push notifications to the custom apps. Or does ZOHO CRM has some library or sdk for it. Scenario is i have my app installed and working in client's phone (both Android and iOS), now i want to integrate ZOHO such a way that i can send push notifications to my app through ZOHO CRM platform.
Enable Telephony & PBX providers in Egypt
Dear Sir/Madame, I was trying to enable telephony on my CRM and i was wondering if Zoho does offer or deal with any provider from Egypt. We basically don't have a local PBX system in our office and we were wondering if we could get that from Zoho. Regards,
<join limit exceeded> error when executing a query using COQL
I have executed the following query (using COQL): { "select_query":"select Owner.first_name,Created_By.first_name,Modified_By.first_name from Accounts where id is not null" } but I get an 400 Bad Request with the following response, { "code": "LIMIT_EXCEEDED",
"error":"invalid_redirect_uri"
Hi, 1. I have created a client app at https://accounts.zoho.com/developerconsole using dummy redirect url http://127.0.0.1:8080/. 2. I then followed the instructions at https://www.zoho.com/crm/developer/docs/api/auth-request.html to generate a grant
Can we force deal creation on Lead conversion?
I do not currently see a way to force deal creation when converting a lead. I would like to force users to create a deal any time a lead is converted. Is there a way to make it mandatory to create the deal? What I want is for the option to fill in
Delete Multi Line Text type field whenever it meet criteria using Custom Function
Given that Multi Line Text Type fields can't be deleted using the Field Update option within the workflows I wanted to create a custom function that will perform such an action whenever workflow conditions are met. The reason I want to do this is to be
Unable to Upload files to ZFS in Zoho CRM API
I wanted to fetch an image from an external website, and then upload it to Zoho File System so that I can attach it to an image upload field. Based from the documentation in https://www.zoho.com/crm/developer/docs/api/v3/upload-files-to-zfs.html, a sample
Using Custom Scripts to Create Calls with Reminder Pop-up and Email
Hello, I was able to create scheduled calls using a custom script. However, I am stuck trying to assign a 30-minute reminder to the call that was created using this script. I was trying to reference other Community Topics for reminder creation, but they
Converting a lead to an existing account
How do I convert a lead into an existing customer account? I have leads for different people and products at an existing customer and I do not want multiple accounts created for the same customer. When converting a lead, there should be a drop down
Error: MANDATORY_NOT_FOUND
Hi! I'm trying to create a record to Zoho CRM using the createRecords-method in Node.js SDK v2. When I send the request to create a new record I get the following error:
Extension Pointers #11: Publishing an Extension
Extensions are software components that help developers add features that enhance the functionality of your Zoho product. Bundling an extension is essentially wrapping and delivering the components of an extension as a whole package. The process of building
Issue when testing out SDK 3.0 in Node Js
Hi, I'm trying out the Node SDK (v3.0) and I implemented the test SDK script mentioned in the README here. I used file persistance and that part worked well. The initialization worked fine, where both the access and refresh tokens got fetched and saved
Zoho CRM Users Removed
I have three users that are active in Zoho One however; they were removed from the Zoho CRM application. In two cases, there had been no login w/in 5 months and in the last, no login w/in 3 years. Are users automatically removed from certain applications
CreateRecords works only on localhost
Hi, I have a problem with node-js sdk 2.0 and createRecords. Everything works well when creating records on dev but when the project is pushed to google cloud run it will give out this error: If I remove that field it will let me create the record but
Zoho CRM: How to Capture Account Records for Companies with Multiple Offices?
Sorry - this seems like the most basic of CRM questions. We have multinational clients and domestic clients with multiple regional offices. I'm wondering how other Zoho CRM users manage this info in their CRM? Duplicate company names in the Accounts
Add 365 days automatically to end date
Hello Everyone, I have 2 different date fields, Start Date and End Date, is there way that the End Date field would automatically add 365 days to it whenever the Start Date is created or edited? Any idea is highly appreciated. Thank you!
If condition in Forumla Box
I am trying to insert a formula box with an If condition but I am continiosuly getting error called "Missing Quotes" My if condition contains strings If('${SalesOrders.Deal Type}'=='Influenced',${SalesOrders.Grand Total}/2,${SalesOrders.Grand Total}) I have a field called deal type, what I am trying to write is if the deal type field contains the string "Influenced" then the return value should be 50% of the Grand Total. Somebody please help me with an accurate syntax Thanks! Suraj
To Do List/Checklist
Looking for a way to create a To Do List/Checklist in the CRM. We have looked into the blueprint/pipeline option but as our "to dos" could happen in various stages, it doesn't work for us. It might be an option if we could have more than 1 pipeline but apparently that's not an option right now. What is the easiest way to have a simple To Do List/Checklist? We just want to have a list that we check off as completed. Thank you!
Can I add a checklist to Zoho CRM
I need to add a checklist to Zoho CRM. The checklist will have several options and I can check the options the customer is interested in. Is there a way to do that?
How to "Append" when importing Contact data to a Multi Pick List
Inside CRM I can perform a 'Mass Update' to a Multi Pick List which gives me two options: 1) Overwrite and 2) Append. Append allows me to 'add' an additional value to whatever might currently exist in the field. However, if I now want to import data from
C# SDK Configuration
In my application I installed these package _ ZOHOCRMSDK-2.1 MySql.Data Newtonsoft.Json My application is .NET Framework 4.6.2 This is my Initialize class code screenshot. I use self client and scope "ZohoCRM.settings.ALL" for generate GrantToken code.
Import Contacts with matching Account ID's
I just imported my Customers (Accounts). I would like to match my Contacts to the Accounts by Account ID (created by Zoho when importing Accounts). I do not see a field match for Account ID when importing Contacts. Can this be achieved?
Deluge: how to fetch Zoho CRM subform data
Hey I'm trying to get data from a Zoho CRM subform "PG_Info" to show up so I can merge it into a Zoho Writer template. When I try the code below it returns "null" for all entries. Any ideas? Website r_Deal_Record = zoho.crm.getRecordById("Deals",Deal_Record_ID);
Subform
Specific Filed(s) get modified not working
Hi Everyone, I have a workflow rule to automate the Renewal Date Field. The rule will trigger when a specific field gets modified which is the 'Date Completed' once this field gets modified, 'Renewal Date Field' would generate a date +365 days to the
Validate Text Field based on the value in other lookup field in the same Module.
Hi, I want to validate text input when create a new record based on another lookup field selected value in the same module. The flow is, user will select the look up value first. Once done, next user will key-in the text input that needed to be validated.
Send leads to another custom module
Hello In our company, some of the leads we import dont work, disconnected numbers or people not interested. We would like to be able to send this leads to a custom made module. Right now we can only convert a lead into a contact. Is there any way to send
Limit available products in cases from drop down
Hi We have many products in our CRM which are "spare parts" inventory. We only have 4 main saleable products supported using cases. Is there anyway to limit that product drop down in cases to just those few products? Ty
Filtering Deals Using Last Activity Time "older than x days" or "between x and y days"
I wish to create a filter for the Deals module and save the view so we can display the filtered Deals list on the home Dashboard. I wish to save 2 views: - Deals with a last activity time of 3 - 8 days ago - Deals with a last activity time of 9 days or
Unit Price vs List Price
Hi Guys I am looking at setting up price books and want some clarity. In the product module there is "unit price". I have been using this price as our sell price for quotes etc. I presume though this should be our buy price from our supplier????? Is this
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