How to change or add custom Sales Order Owner
i was trying to update or add different sales order owner through php sdk api this is my code it shows success but no changes are made this is my code $record_id = 4080213000022405377; $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Sales_Orders");
Access to my custom modules after trial period is ended
TL;DR, Let me export my data after my trial is ended. My trial period is recently ended. I had some custom modules created. I can not export them right now. I understand that I need to upgrade in order to create new modules but exporting my old data
Redirect to Zoho EU
When logging in to www.zoho.com/crm we get automatically forwarded to www.zoho.eu/crm Presumably because we are based in the UK - anyway to stop this? Our CRM isn't on EU servers.
Zoho CRM Meeting shows Accept when particiant has responded with Reject or Maybe
95% of meeting participants using Outlook uses the built in buttons for Accept, Reject or Maybe. The Zoho CRM meeting module shows responses of theese types from participants. The problem is that they are only correct if the Participants are using the
Alignment issue and bugs in zoho canvas builder
Hi, I am facing issues in new canvas builder . The alignment of the canvas builder is not adjusting according to the layout and the size and width of the different section are getting unsettled . When i see the preview then everything looks fine but when
Fields for Matching Records
The fields available for finding matching records should include City and State. When converting a lead and there are several potential matching accounts, the pop-up screen only shows Account Name, Website, and Phone. This is of little help when we
Can CRM Sandbox be created off of another sandbox?
Hi, We have a prod CRM, then we created Sandbox1 off of that. And we would like to create Sandbox2 on top of Sandbox1. The goal is to deploy changes from Sandbox2 to Sandbox1, then, if ready, deploy from Sandbox1 to prod. Is that possible? Thanks in
Introducing wizard functionality to sandboxes
Dear All, We have extended Wizard functionality to Zoho CRM's Sandbox feature. Henceforth, you can utilize wizards in your sandbox environment and deploy them into your production account. Let's have a look at the enhancements in detail. Supporting
Cannot Attach Files from Google Drive
I was happy to find a new functionality of attaching files in CRM from Google Drive. However, after authenticating GD in both CRM and on my phone's security alert, the screen seems to hang, never fetching my GD. What could be wrong?
Get CRM Field in creator from with relate list function
I'hv add relate list in ZOHO CRM by custom app with creator and mapping with OID. How can we auto OID number when adding relate. We have try onLoad in deluge with creator. But what field we need to get to put value to new record. Do zoho crm send variable
Custom report showing each rep's deal amounts by stage is producing duplicate deal amounts
My custom report showing each rep's deal amounts by stage is producing duplicate deal amounts. It is counting the same deal amount multiple times for each update to the stage or deal. This should be a very basic and easy report to create and I'm told
Tracking logs for when a record owner was changed.
We're trying to trace when the owner was traced for a particular record. This happened last July or August, and we need to be certain on the date. We couldn't find this in the audit logs, and checking the timeline feature has not been helpful too as it
Convert button in custom module?
I have two separate types of leads. One is leads for sales which I have in the leads module, and the other is leads for recruiting which i have created a module called "candidates". With the leads module i can easily convert to deals. I noticed when
Show record layout options in create record dropdown
This feature request is based on a vague idea to populate the create entity button with options which would mirror layout types and rules. Probably more complex because of permissions. The need stems from my original post: https://help.zoho.com/portal/en/community/topic/create-campaign-layout-type
Can Zoho Automate a Product Assignment Based on a Field within my lead?
My leads all choose a course selection when they sign up, so when a lead is created, that course updates a field. Can I automate an assignment of a matching product with that course selection or do I have to manually do it each time?
Notifications API - Can't get details nor disable
I get a 204 No Content response when I try to get details of a notification channel: curl "https://www.zohoapis.com/crm/v2/actions/watch?channel_id=3583444281228&module=Contacts" -X GET -H "Authorization: Zoho-oauthtoken 1000.ccc3d1xxxxxxxxxxxxxx.bc7edxxxxxxxxxxxxxxxxx"
How to set a lookup field by name
Hi, I am using PHP SDK in CRM, and I created a custom lookup field referring to the Accounts. The only way to search that field value is by (unique) name, and it should return an account. I tried something like $record1->addKeyValue('my_new_account_lookup_field',
How to Autofill a Lookup field based on another field?
I have a module called Invoices and within that module I have a field called Service Contract QB Reference and another field called Other Contract QB Reference. Service Contract QB Reference is a lookup column that corresponds to my Contracts module.
Make a Lookup field auto populate other fields?
I'm trying to make it so a lookup field relates to a custom module and once I enter a related record, it auto populates other fields. For example: -I have a Leads module and a custom module called "States" -I want the Leads module to have a lookup field that i can find 'California' and then it fills in the 'capital' 'population' and 'size' field with appropriate information that I have listed in the 'California' record in the 'States' module. How do I best go about this? The workflow rules doesn't
Problem with type mismatch
Hello. I'm trying to grab a field value in a CRM record by first looking up the record by name. It seems I must then lookup by record ID so I can have access to custom fields. Here is my short sequence that is getting an error: productRecord = zoho.crm.searchRecords("Products","(Product Name|=|Magnetic Attraction)"); productId = productRecord.get("Product_ID"); productDetails = zoho.crm.getRecordById("Products",productId); audioUrl=productDetails.get("Audio"); The second line has produced the following
Request for contact update
Greetings all! We are in the process of moving over from SF to Zoho and the one feature I would really like to see if a "Request Update" for contacts. SF has this feature and we use it frequently to send a request to our customers to update their contact
Does SDK automatically retries a few times before it fails?
Hi, I was wondering if php SDK in CRM automatically retries the request a few times before it finally fails? And if so, how many times? Secondly, is there a built-in method that can do this for me? Thanks in advance!
Find Project Associated to a Deal with Deluge?
Hi What's the simplest way of finding the project ID for a project already associated with a deal using Deluge? Basically, I need a custom button on the Deal that when clicked gets the associated Project for the deal. The project has already been created
List tickets in a dashboard
Hi all, Is it possible to create a component on the dashboard which displays the latest open tickets in Zoho CRM?
Script: Update ALL leads one at a time in 10 second increments?
I use Zoho Flow to update ZohoCRM records but if I use a macro or update too many records at once it breaks the flow. Can someone share a script that would trigger a field update (any kind you wish) for each of my "Leads" in a specified view, but that only
Account Name Not Showing On Label
Hi All, I rather urgently need a solution to this bizarre problem. I have selected all the fields I need for a label but when I got to Print Mailing Labels, it does not show the Account Name. Done this in the past with no problem, so at a loss to understand
Can't sent emails from Zoho CRM - pop up screen is blank
I have a new user that is trying to send emails from CRM. When she clicks on 'Send Email' from an account, she gets an empty, white box. She is using Google Chrome. Thoughts as to how I can get this working for her? Thanks.
Make your CRM layouts dynamic with conditional layouts!
Conditional layouts in Zoho CRM offer you an interface to seamlessly manage the dependency between fields in a layout. Your sales data are often inter-dependant. Let's say Zylker Real Estates deals in the sale of residential property - such as apartments, plots and villas. While you create a new record for an apartment, certain fields in the form may become irrelevant. For example, fencing details may be required for plots but not for apartments. But they are still present on the layout. There may
Unable to use deal. stage
We added a new stage to the probability mapping called 'On Hold', but are unable to changed any deal to stage 'On Hold'. The new stage shows up under the Kanban view, but we cannot drag a deal to the stage.
Create Purchase Order with Product Description lines through Integromat
Hi all, I am trying to create a purchase order through integromat with each product having a very specific description, however i am struggling to work out how to add the description though Integromat as when i use the standard functionality there is
=Datepart(Now()) - date math - (it's always about date math, isn't it?)
How I wish this would work. =Datepart(Now()) Does anybody have the correct syntax handy?
Associate a contact with multiple accounts?
Many of our contacts will have relationships with several firms. They will be the CEO of one company, and sit on the board of directors of a couple of different companies, possibly associated with a non-profit foundation, etc...and many times all of
Creating Purchase order through Integromat with Product Description
Hi all, Is it possible to create a purchase order through integromat which includes the product description field? I have two options when creating line items in the Purchase Order, i can either set the value for specific fields (second screenshot), or
I have a function that used to work, now it suddenly stopped
I have 4 functions in total that are coded very similar, 2 of them work fine, the other 2 worked until recently. I am attaching 2 files, 1 is the code that still works, the other doesn't work anymore I know the code is good in the one that doesn't work,
Introducing 3CX, CallHippo, Pipechat, BulkSMS, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
What is the expected method for editing dashboard components?
Every time i try to adjust the components in our dashboard I end up going around in circles. This page: https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/dashboards/articles/create-kpi points me to a 'dashboards' tab, that doesn't seem
IMAP Set-up: "Email Sync is in progress. You will receive an email notification once the sync is complete"
Tried to set-up IMAP email this morning. All server names and port numbers are correct and verified (by Zoho online support staff who spent a couple of hours with me trying to resolve issue). Unfortunately, the above message has remained in the email
Introducing Zia Recommendation Analytics
Dear All, Greetings! We are excited to present Zia Recommendation Analytics in Zoho CRM. Zia recommends products or services to the CRM users by understanding historical behavior of records and by correlating similar attributes. These recommendations
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
Quotation - One Product with multiple type of charges
Hi Zoho Support, We have products that we quote to our customers in a itemised way as to separate them on the basis of: 1. Upfront costs 2. Setup costs 3. Monthly recurring costs. Here is an Example for the Product: ADSL Internet plan. Upfront Cost ADSL
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