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.
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.
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