Date math to round up to nearest quarter hour
I need to round up the result of this function to the nearest quarter hour. Subdate(${Opps.Go to Depart},2,'HOUR') i.e. if the result after the SubDate is Oct 24, 2018 01:35 PM I want it to return the date/time value to be: Oct 24, 2018 01:45 PM Anybody have the code to do this? Thanks!
Account contacts mass update
It would be great if you could mass update contact fields based on field criteria of the Account they are attached too.
Contact Form Problem
We use a WIX site and want to put a ZOHO contact form on it to get leads automatically on to our CRM and use the captcha feature to get rid of spam. WIX uses an HTML frame for adding any user html. When I add the ZOHO contact form code, ZOHO forces me to give a landing page but when the contact form is executed the landing page is displayed inside the html frame instead of displaying the new page on its own. Do you have any ideas as to how to solve this. If not, is there a way to disable the move
Customising Activities Fields (Subject | Call Purpose | Adding a Field)
Hello, Is it possible to change fields, add custom pick list and more in the Activities Module? Currently when we enter Setup > Customization > Modules and Fields > Activities There is only Rename option available after that. Adding custom fields and values would speed up would help us to speed up our sales process. Regards, Arun
Custom Fields
We are new to ZOHO CRM. We have a few custom fields that we use. It would be in Prospects, Accounts & Contacts. Do I need to create that custom field for each module and how are those reliable mapped?
Transfer Order from CRM Orders to Finance Orders
Hi I need to transfer Sales Orders created in Zoho CRM to Zoho Inventory - I don't get why this is not possible at the moment. You built such a great tool and the most important function is just not available #facepalm. I tried writing a custom function, but failed. May someone from Zoho can help? Would be great! Kind regards Ben
Creating Convert Button From Custom Module to Lead Module
Hello I am getting an error on Line 2 of my code stating: 'TEXT' can not be cast to 'Long'. Here is my code: archiveIdLong = input.archiveId.toLong(); archiveDetails = zoho.crm.getRecordById("Archive", archiveIdLong); first = ifnull(archiveDetails.get("First Name"),""); last = ifnull(archiveDetails.get("Last Name"),""); name = first + " " + last; LeadMap = map(); LeadMap.put("First Name", ifnull(archiveDetails.get("First Name"),"")); LeadMap.put("Last Name", ifnull(archiveDetails.get("Last
[PHP SDK] ZCRMException: invalid oauth scope to access this URL
Follow the official instructions to the point "Generating self-authorized grant and refresh token" set scope Copy the grant token for backup. Generate refresh_token from grant token by making a POST request with the URL below https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code Copy the refresh token for backup. NEXT used ZCRMRestClient::initialize(); $oAuthClient = ZohoOAuth::getClientInstance();
Add conditional rules in inventory templates
Hello, in germany we have different salutation depending on gender. For women (Frau) it is "Sehr geehrte" for male (Herr) it is "Sehr geehrteR". Is there a way to have "if then else" conditions like in word? Or is there in general a different way to implement inventory templates than this bad Tool or HTML Code that is implemented? Like an extension? Thanks
Update Field when task is completed
Hey, i have an automatic created task in my blueprint. I want a field updated automaticly when this task is marked as completed. The problem is that i don't see an option for this in the blueprint task options. I also checked at "Workflow rules" but i don't came up with a solution there aswell. Can you tell me how to achieve what i am trying to do? Cheers David
Leads not assigning to signed in company when created through API
Hi, I have created an app on your system and am using the PHP sdk for CRM. We are capturing leads from multiple clients who sign in through the OAuth process to the app. Unfortunately all the leads captured through the app are going to the account that created the app rather than the user who is signed in. Scenario: Company A registered the app, Company B creates a lead through the app but the lead gets stored in the list of Company A. Expectation: The lead should be stored in Company B. I cant find
Dynamic dropdown list based on lookup function
Hi, When booking a deal I input Account which orders my product, however the accounts have daughter companies under which the deal is booked under. I have created a seperate module called Registered entities with the names of the daughter companies as well as a lookup for the parent account. In my deals, when I choose a lookup of the account under the deals is booked i want to make a dropdown of all the registered entities associated with this particluar account, is there a way to do this? kind regards
Is there a way to track commissions in Zoho?
We have an employee who sells items at a flat rate commission depending on the item. Some items are 10%, some are 15%. What's the best way to track this? We currently do it manually, but was hoping there was some sort of tool to help us.
Assign Owner and groupby
Hi, I want to create and associate Projects from Zoho CRM Deals module. I have tried the below code and it is working fine. params.put("authtoken",access_token); params.put("projName",projectname); params.put("public","yes"); params.put("projDesc","test Description"); params.put("entityId",Id); params.put("templateName","test template"); params.put("owner", 64699635); params.put("group_id", 11111111111111111111); info params; response = invokeurl [ url :"https://crm.zoho.com/crm/private/json/Deals/createAssociateProjectToEntity?"
Field Update on a parent Module is not triggering the workflows
Situation: Module Contacts Workflow Contacts_A that is triggered on Field update Module Introductions with a Lookup on Contacts Workflow Introductions_B that is triggered on Field update Workflow Introductions_B is set up for module Introductions that runs an Action that does Field Update, but that Field Update is for Contacts module. Actual: Field is updated on Contacts module , but workflow Contacts_A is not executing. Expected: Field is updated on Contacts module AND workflow Contacts_A is executed.
Zoho CRM - Twitter chat
Hi, We (@ZohoCRM) are super excited to host our first twitter chat on generating and maximising sales leads on March 12 [Tomorrow] 11:30 AM - 12:30 PM EDT. It's a twitter conversation. We post questions as Q1, Q2, Q3, Q4 and you answer it with A1, A2, A3, A4. We have some amazing panel experts too! Check them out: Brent Leary (@BrentLeary) Brent Leary is a CRM industry analyst, advisor, author, speaker and award-winning blogger. He is a co-founder and Partner of CRM Essentials LLC, an Atlanta
Need Functionality to Add Tags to Records in Report
I regularly have to run reports to get the list of records that I need - this is because to identify the right records for my users to call through, I have to filter across fields in multiple modules (contacts, accounts, activities, etc). Since I am not able to filter across module while in the accounts or contacts module, I have to use a report. But once I have this report, I can't do anything useful with it. I need to get these records in a shared view under the accounts or contacts module so
Sync Zoho CRM contacts with IPHONE
Is there a way to sync the business contacts directly from the CRM to the iphone and vise versa. Alternatively is there a way to sync the CRM contacts with the ZOHO contacts then link the Zoho contacts to the Iphone as a work around. This is for business contacts only. Jake
Sending Automated Emails from a Secondary Email
I'd like to send automated emails from one email address (name@domain1.com) in my crm. This could be a custom field from the user account, or however Zoho needs to recognize it. The problem is, I'd like another email address to be the default address (name@domain2.com) for a given user in campaigns corresponding to the "use CRM owner address" option in Zoho Campaigns. We use Gmail as our email host and client. Is there a way to accomplish what I'm describing using a custom function, referring to
Zoho CRM API V2 to update values of Fields in Custom Linked Module
I created a module with the structure of master-detail form. I want to be able to update the information from CRM API V2. I'm able to insert the data directly to the Master, a Custom Module, so far it is good until that point. The problem comes when I try to insert the information to the Custom Linked module that was created on the designer. Currently I'm trying to make a sample insert and I got the error: I always get the error: (400) Bad Request. I'm doing the update in the same way I do with
Twilio call issue
I signed up for a Twilio trial. I got my codes and did a sucessfull setup with Zoho, but i can't call any one. I have recorded a video, but regarding to GDPR i can't share it to public, only to the support. I can't find any direct support form. Please help :)
Read Receipts for Zoho
Is there a read receipt option for zoho mail
Zoho CRM API: Getting geotag information from mobile check-ins with the API
From the Zoho Mobile App we can create web check-in events. As part of the event data the current geolocation is also stored against that event. We can see this in the Web UI where the location address is shown as well as a pointer on a map. However we are not able to fetch the geotags using the CRM API. Neither the getRecordById or getRelatedRecords (Notes) for the Event or the related Account return any of the check-in address or geolocation information. Is there another API for getting the geolocation
Zohoapis crm v2 current user profile info
Hello, We are using Zohocrm api v2 for getting currently logged in user information geting. but i getting the status code 401 Unauthorized. { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL", "status": "error" }
Creator Subform to own CRM Module Subform
Hey there, ...is it possible to update subform entries by Creator of a record in Zoho CRM? I tried the following script in Creator: paramsMap = Map(); paramsMap.put("Title",input.Title); // this is working PriceList = List:Map(); for each rec in input.Prices { PriceMap = Map(); PriceMap.put("Item","Test"); // Item = column/field in CRM PriceList.add(PriceMap); } paramsMap.put("Items",PriceList); // Items is the name of the subform field in CRM respy = zoho.crm.updateRecord("Test_Module",input.CRM_ID.toLong(),paramsMap);
How to add calculated column to report
Hi, i need to add a calculated column to a report. i have a report that shows for every worker all his/hers quotes and if he/she closed it (true/false filed). i need to calculate the Percentage of success (total true/total quotes=%). Any idea how to do it? TNX
Import contact from LinkedIn
Is there any way to import a contact (not a connection!) direct from LinkedIn as a lead? This would help with prospecting. Yes, I can do it manually but looking to see if there is a streamline method. Thanks!
Adroid & IOS - Lead/Contact/Deal Call Overlay
I will try to explain this as simple as possible. first i'm a real estate agent and I will be using the Zoho CRM as a cold calling platform from my desktop and phone as well as a marketing platform. I currently use Base CRM ( Base made simple) which is awesome but limited. Within their Android and IOS app though the app store they have this feature that has proven to be the biggest value to my business. Their app allows for this thing called Call Overlay which takes the incoming phone number what
Zoho CRM Android Bug "User Not Active"
I need to buy 20 users. For evaluation, i downloaded zoho and i created admin user - mubashsher.salim@gmail.com I registered 5 users Urvashi.verma@adarshgroups.com Waseem.jafar@adarshgroups.com Jyoti.rawat@adarshgroups.com Akanksha.bhatt@adarshgroups.com Iram.khan@adarshgroups.com I have checked my settings, all are active with manager role given. They work perfectly ok on computer. However they are unable to login to mobile App. It gives error "User_Not_Active". Please activate it on and urgent
How do you approve records on the mobile Zoho CRM app?
As the title says I'm looking for the option on how to approve records on the mobile app like you can approve it on the web version. https://www.zoho.com/crm/help/miscellaneous/approve-records.html
Not able to create/find authtoken for establishing connection between my ZCRM to my PHP website webform.
I am new to ZCRM and I am using trial version, I go through many videos/guides/articles, and followed their steps to get authtoken from my ZCRM Account, but not able to find. Please do the needful.
Automated email template with buttons
I want to build an automated email template that will be sent out to our leads that include buttons to click for further information, that will automatically send out other emails, depending on which button they click on. Is that possible in Zoho?
Post-Sales Account Management/Renewals
Hi, We run our business on a subscription-based model, where clients sign up for long-term and pay a monthly recurring subscription fee. Ideally, I want to be able to forecast our "pipeline" (ie. potentials/deals) which are not yet won, as well as forecast for the account management side where we will need to address renewals at a certain point in time in the future (ie. a few months before contract expiry). My question is how is the best way to operationalise this using Zoho CRM? Once a potential/deal
Extract names, company info etc from a list of emails
Can I extract names, company info etc from a list of emails? Situation: I have a list of emails I got from a source outside of Zoho CRM. I know that in our Zoho CRM, we would have contacts. If a contact already exist in Zoho CRM, I'd like to extract contact info from an email Is there a way to do this automatically or at scale? Thanks
User cannot connect to CRM
Hi, I have added a new user to Zoho CRM, and emailed the link request as normal, howeverwhenever he tries to use the link (or the alternative web address) it takes him through creating a new Zoho account and then generates a trial CRM Enterprise database - ive tried deleting his account and resending, this doen not solve the issue
Updating Same Module Entry that Triggered the Zoho Flow
I have a flow in which updating a deal in my Zoho Deal is my trigger action. I used a some filter/decisions to see if certain fields need to be updated in that deal. I try to use action of "Update Module Entry" as my action but it requires an Entry ID. There is no way for me to say that I want the same deal updated that triggered this Flow. Additionally, I have tried using the "Fetch Deal" action in the step preceding the "update zoho moduIe" action, but regardless of which route I go, I still get
Sendmail from Zoho CRM Custom Function
Hello, Think I found a possible bug using the sendmail function in Zoho CRM. The following works fine when testing. sendmail [ from :zoho.adminuserid to :"someemail@gmail.com" subject :"New Lead Assigned to you." message :"Dear Joe,<div><br></div><div>A New lead has been assigned to you. Please call and update as soon as you can.</div><div><br></div><div><br></div><div>Name: "+input.Bconnected_Name+"</div><div>Phone: "+input.Bconnected_Phone+"</div><div>Address: "+input.Bconnected_Address+"</div><div>City:
Layout Rules not working in APP or Google Extention
Dear, I've added following layout rules: Picture Everything works on the webdesktop. But as soon as I try to add leads or contacts through this rule via MobileApp or the Gmail Extention, it seems not to visualize the fields after I've made a selection. See attachment 2 for the G Extention issue. -MD
Problem with zoho form
Hello everyone, I have a problem with the zoho form, the client gave me a form which has to be hidden and fill in the information with results of a web service, when setting the values of the different input, the problem is that the submit () event of the form does not fire, I am integrating it into an application with angular 6, please could you help me with this
How do I delete Zoho Projects tab from CRM?
The module for Zoho Projects is visible on the top bar and I cannot remove it via Customization>Organize Modules. It is not currently linked to a Projects account although it used to be. Thanks for the assistance.
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