Adding a company
I have a second contact for the same company. How do you add the company to drop down box when I go to the company section.
Birthday workflow not working
I created a birthday workflow to alert me when active clients have birthdays but it's not working. I'm not getting the alerts. Now, when I import new contacts, I have the option upon import to add the Birthday workflow I created to those contacts, and the workflow rule seems to be working for them. However, how to I make sure it's working for ALL of my contacts? Here's a picture of my workflow:
Function Help - Emails
We have a function (listed below) that creates a task for the contact owner anytime a contact sends an email to us. I'd like to update this to create the task for the user the email was sent to. What change can I make to get this working? contact = zoho.crm.searchRecords("Contacts","(Email:equals:"
Importing Products associated with Potentials / Opportunities from Salesforce HELP!!!
Greetings, We are migrating from Salesforce (Hopefully) and are having some challenges figuring out how to import the Products we have associated with Opportuniites (or potentials in Zoho parlance) We have successfully imported all our historical and
Who is the contact that did not open the email?
Dear community, In one of our processes we have a really important email with follow-up steps that we need to confirm is it has been received, opened and clicked. I see that the analytics on the email tempalte show this information, but I have not figure
RECEIPTS AND SALES
Good Evening, Please i like to get clarity for the above subject matter. i noticed that the graph for our company's receipts is usually higher than the graph for the sales on the dashboard and i thought it should be vice-versa so that it could accommodate
C# Cannot access Zoho
I am trying to use the C# SDK, within a console app to access Zoho without any luck. All request are resulting in an error, can you please review and provide guidance Also is there a way to use the Self clinet along wiith the C# SDK? c# =============================================================================================================== Dictionary<string, string> zohoConfig = new Dictionary<string, string> { {"client_id","1000.****"}, {"client_secret","***********************************"},
How can I use COQL
Hello, I want today, to use COQL, but I don't understand how I can use this. Where I put the code ? I see the documentation, and I understand how it work, but I don't understand where the code must be placed. Thanks; RB
Custom Function for Custom Module not working
I created a custom module called Listings which is listed as CustomModule4 in CRM. Then I created a basic workflow to name Listings when they are created or edited. Here is the function that isn't working mp = Map(); mp.put("Listing_Name",streetnum
Approval process causing duplicates
I have a workflow function that searches a module for a lookup field that matches the relevant id. If it exists, it updates the record. If it doesn't exist, it creates it. This process worked perfectly until I added an approval process. Now, if a record
Scheduling of Automated emails
Can I "schedule" automated emails on the professional edition of Zoho CRM?
Zoho tech support SUCKS
I've been on hold for an hour and my call has thus far been disconnected three times.
matrix with all products, to change by user, to make quote with products
I'm new at using ZOHO is it possible to make/have some sort of form, with rows and columns, to calculate/assign products in a quote, by entering the amount of units? i would like to make a copy of our current price list, to enable users to enter, for each product, the amount to include in the quote: regards, etc
CRM-Form Integration: How to map in the CRM options from option-fields?
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to
Dashboard filtered by Campaign > Member status
Hello. We have the issue of having to manage multiple different campaigns at the same time, and one lead may have several active campaigns at the same time. The optimal would be managing this with the Member Status for each Lead+Campaign, but we have
Export merged Writer document in editable format
Hello! From CRM, I can create a Zoho Writer document as a template for mail merge. This document can be saved in different formats, like PDF, Word, etc. When I do a mail merge operation, the document gets opened, and then I can preview the merged result.
Phone Bridge Twilio
We are using phone bridge with TWILIO, everything is working great, except we are having this 2 problems: 1. We can not make a call back to a new client if we miss their call, it will show up in the activities tab as missing call from .... but you cannot
Needing Zoho Expert with Automotive Parts distributor customer base
Hello, Our company is an importer/distributor of aftermarket parts and accessories. We cater specifically to the B2B customer with a focus on resellers (dealers). We that we would like to connect with an experienced Zoho consultant with current customers in the industry. We would also like this individual to have some working experience with O365 and zoho integration. These are the TWO KEY criteria. Can someone help? Thanks
What can you do with Zoho Forms and its Integration with Zoho CRM?
Hello everyone, This post will highlight the benefits of using Zoho Forms and the importance of integrating Zoho Forms with Zoho CRM Using Zoho Forms, you can create a customized form, suitable for your business requirements and send it to your customers for collecting information. Creating a form is simple using the WYSIWYG (what you see is what you get) editor, which allows you to drag and drop the required fields onto the form builder. Whereas in Zoho CRM, all your customers' details are stored.
Response does not include refresh token
I have created a "server-based application". I ran the code on terminals. `` ` $ curl -X POST https://accounts.zoho.com/oauth/v2/token \ -F "grant_type = authentication_code" \ -F "client_id = {client_id}" \ -F "client_secret = {client_secret}" \ -F "redirect_uri
zoho.crm.searchRecords Help
Hello I am trying to write a custom function to return an Account. I am using a workflow to pass in a field populated with a string. I then seatch for an Accounts Record which has a match to the passed in value in the IG Sitecode field. the below
Android Call
Olá prezados. Queria saber se é possivel acionar chamadas do Zoho CRM para o celular android. Por favor , alguém poderia sanar essa duvida minha? Hello dear I would like to know if it is possible to call Zoho CRM calls to the android phone. Could someone
CRM tabs bar
Hi, It seems with the most recent CRM UI changes that the tab bar at the top leaves a lot of blank space to the right of the three-dot menu (to view additional modules) - see attached image. I only see this whilst CRM is loaded on a smaller monitor screen
Using Contacts module for vendor details instead of Vendors Module
Hi all, Im working with a new install of Zoho CRM (a blank slate). I want a simple CRM which contains Vendors, Contacts, Quotes modules. I need Vendors to be able to update their details. However, its cost prohibitive for us to purchase the additional
Filter Deals list by 3 oldest Modified Date
I'm creating a custom view in "deals". I ONLY want to show the oldest 3 deals based by the "Modified date" field. Can this be done?
Chris Kiadii talks marketing technology and implementing automation with Zoho’s suite of apps
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Chris Kiadii is the Founder, Co-owner of Atlanta Freshstart providing home service
Can we integrate internal ERP with Zoho?
Can we integrate internal ERP with Zoho, which would help in syncing contacts between Zoho CRM and our ERP.
Ability to Preview Attachments on a contacts page with Mouse Hover.
In CRM Attachments, please create the ability to preview the document or image files during a mouse-over hover and pop up window. If this isn't possible how about simply opening the file in a new browser window?? Having to download attachments to a hard
Pagination and Date Filter is Not Working in Zoho CRM V2 API
We are trying to get leads from our Zoho CRM using API version 2. We only need to get the last modified leads from our system. According to your documentation we have passed the parameters to request as follows We have to get the records which are updated/created on or after 2019-11-04T00:00:00+00:00 means after 12 AM on 4th Nov to 5th Nov 12 am. In our CRM there is last records which are updated/created on 24th October. After that no data is modifed and created still the response is showing all
How to Post XML leads into CRM
Hello All My lead services is offering the following XML as the lead format type for delivery over HTTP Post Can this be done? How is it done? I would like the leads to be put into the que for approval so they are not written directly to the database I have read the ZCRM FAQ and it is not clear to be at all how this can be done Any thoughts or comments would be welcomed. Thanks in advance. If someone could volunteer that is fine if you are looking for compensation to develop this for us we
Pricelist integration between books and CRM
For some reason priceless are not working on our CRM / Book integration. Any ideas. Please
User can't view attachments
I have just found that a user can't view attachments on a Deal that he is listed as the owner of. 1. The Deal was created by someone else. The creator and I can both download the attachments. I am an admin, the creator is not. 2. The attachments show
Simple way to get Auth Token?
Hello, I am creating a PHP application where I first need to have a user login (verify they have a Zoho account so I should get their Auth Token) I am having trouble understanding in the PHP example how I am supposed to call this: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=Zoho CRM Username or Email ID&PASSWORD=Your Zoho CRM Password I am guessing I will need to use CURL and I will need to have the variables Username, Password, and Zoho CRM(which i am not sure
One page with two forms
In my site i am using zoho code. I have a form in sidebar which is working fine.But I want another form which will use same code and coming in popup by clicking three links on the site. But when i click on the popup link the form is coming but on validation
Including Details from Related Items in Email Template
I'd like to trigger an email if an account status changes to cancelled. That's the super easy part. What i'd like to also do is include information from any related potentials so that we know who the last potential owner was and how much that potential
Kaizen #56 - Upsert Records #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss the Upsert Records API. 1. The purpose of upsert records API Using the upsert records API, you can either insert or update records in a module. When you fire an upsert
OAuth POST to generate Access Tokens blocked by CORS
Hey all, As the title suggests, I'm trying to set up an application that makes GET requests to my CRM. But I'm having issues getting past the OAuth token generation. I have no issues navigating to the authentication URL to grab the grant token, but once I've got the token, my application cannot POST to the auth URL to get the Access Token. I get this error: Response to preflight request doesn't pass access control check: No 'Access-Control-Allow-Origin' header is present on the requested resource.
Edition Based Limitations for Mail Merge
Hello everyone, The number of merges that can be performed will now depend on the subscribed edition. These changes have been brought into effect owning to the changes made by the Zoho Writer team. The new limits will be effective from November 1st 2020.
SIP / VoIP Integration with ZOHO CRM
Our company uses a SIP provider for telephony, we have SIP clients on iPhones, Computers, Software Apps etc. Now I want to configure ZOHO CRM so that ZOHO will also act as SIP client: make and receive calls, make notes of when somebody called, etc. What
Selecting Zip Code ranges
I am looking to write a report that filters on zip code ranges. For example, I want a report for all Contacts in Southern California, and another for all contacts in Northern California. I know the start and end zip codes, but apparently "Billing Code"
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