Threading and multi users
Hi, I have developed a server application using the PHP-SDK. As a quick overview, we have an office of multiple users who all interact with the Zoho CRM throughout the day and the application automates a few of the tasks we perform. Each user uses a shared
Facing Issue
I'm getting an issue with zoho crm form when i'm using it's html code on my site. is there any online chat support which can resolve fastly resolve this issue or can you fix it ? This is the current site: https://www.myguardian.care/ I'm attaching screenshot
I can not log in
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Pulling address from account within a custom function in Deals
I have this function and I need to pull the billing and shipping address from accounts and put it in the quote that is created when this function is run, you can see the section that I tried to put in there before I realized the addresss isn't in deals,
How to get history of changes to contact OR history of changes to field value through API?
Let's say I have a custom field for my contacts named "Other_Phone". Its value for Jane Doe was 555-1234 in October, then got changed to 999-7410 in December. Is there way way I can (using the API) get the previous value for that field for Jane Doe?
Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even the
Can we use 'contains' in if condition in same line ?
Can we use 'contains' in if condition in same line ? like if (Type contains "ABC") { // code } or any alternative for the same.
Products Created In CRM aren't being tracked for Inventory
As many users, I started my journey with Zoho using CRM. I've used many of it's customization and automation features, but we haven't been able to adopt their accounting software as Quoting / Sales Orders. In my latest attempt, I tried to continue using
Stage History Showing incorrect calendar days
Hi, When i look at my stage history its showing zero or empty for each stage in the calendar days field yet the deal/potential was created days ago?? How do I get Dwell time or days in each stage for my pipeline? Thanks Scott
Custom Formula Field Questions
I'd like to have a custom field that looks at another customer field with a pick list and selects the appropriate price. I have created multiple formula fields with a fixed integer for the pricing fields. Here is the formula I have written: If(${Potentials.Version of t4 Underground}="Premium", ${Potentials.Premium Price}, If(${Potentials.Version of t4 Underground}="Standard", ${Potentials.Standard Price}, If(${Potentials.Version of t4 Underground}="Basic", ${Potentials.Basic Price}, ${Potentials.Contractor
Zoho TeamDrive CRM Integration
Trying to come up with a better solution for managing files within our company. It'd be absolutely amazing if we could have a section in a CRM record for Zoho Drive. You can create a doc/sheet/presentation within their record. The docs belong to the record, so you can organize all of your files right in your CRM. Prefer to take notes in a Zoho doc? Have special pricing spreadsheets for certain customers? Want to keep all of your custom sales presentations in one place for that customer? It's
Function-10: Add the international call prefix '+' to a phone number.
Welcome back everyone! Last week, we learnt how to concatenate two fields and present them in a single field. This week, let's look at a custom function that prefixes a '+' symbol to phone numbers and removes the alpha characters from the numeric field. Business scenario: Any business involves a lot of communication. The most preferred way is to make a phone call. To make your life easier, Zoho CRM lets you call directly from the system. Naturally, you need an international call access code, which
Why I get html result im postman requests?
I make all instructions for using your API via Postman. But I get all results like html pages. What should I do for get json?
Api response error code:202 ExceptionCode: INVALID DATA
im using zoho crm v2 when i try to submit the form it takes only email format data otherwise it throws an exception as follows code:202 file:"E:\eTutorworld\trunk\vendor\zohocrm\php-sdk\src\crm\api\response\APIResponse.php" line:127 trace:null exceptionCode:"INVALID_DATA"
API doesnt work
const request = require('request-promise-native'); module.exports.getUsers = async function() { const token = 'my-token'; const options = { uri: "https://www.zohoapis.com/crm/v2/users?type=AllUsers", headers: { Authorization:
Enhancements in Zoho CRM Motivator
We are excited to present to you, a set of latest enhancements in Motivator. These updates include UI-level improvements and customization options directed at helping you achieve better clarity with insights on your team's performance. 1. KPI component
Automation to link ZOHO CRM records to existing ZOHO Workdrive Folders
We are looking for an Automated (API Driven) mechanism to connect ZOHO CRM Records with corresponding ZOHO Workdrive folders. Within ZOHO Workdrive we have created folders names that match ZOHO CRM records now we want to link the corresponding ZOHO CRM
Email parser - what a bliss! (Once figured out, of course.)
Discovered an email parser tool! I've been with Zoho for 2 years and only now found this nifty feature! Granted, setting it up took quite some time and effort but after a few hours, including creating a workflow rule along with an email template, magic
Validation Rules on fields
Hi, We're trying to setup some validation rules on fields in the Contacts and Accounts modules in ZOHO CRM. We have very stringent data requirements - e.gs: Phone Number - must be 6-10 characters, numerical only, no spaces or brackets, must start with 0 or 1 Mobile Number - must be 10 characters - numerical only - no spaces or brackets, must start with 0 Fax Number - same as phone number Suburb - Must be all uppercase Email - No uppercase letters ABN - must have 11 numeric characters ACN - must
Round robin lead assignment for leads generated via ZOHO Forms. #23
We are up with the hack for this week. All of us do various marketing strategies in fetching leads via various source by importing them, using APIs, web forms and also by adding them manually . While the leads are added we will also be assigning them
Sent emails not being delivered to IMAP sent folder
I have "Store Sent messages on the server" set but emails I send to customers are not being saved into my IMAP's sent folder. I need this functionality because I need to some times confirm messages are being sent out without having to go into CRM. Please
Announcement : Whatsapp - ZohoCRM Extension
New Year Greetings! At the beginning of this New Year, We are very much glad to introduce you to our new extension WhatsApp for ZohoCRM, especially for Twilio Users. In build, a Conversational view will surely give you a guaranteed awesome user experience.
Select the Contact view that synchronize with Office 365
I really would like to be able to choose the Contact view that synchronize when integration is configured with Office 365. Currently, it synchronizes only the "My Contact" view but it doesn't reflect most of the business needs I see since there are often
Layout rules that hide subforms are broken since January 1st
Hi For some reason, layout rules that hide subforms are broken now. It was all working fine forever, now the rules are useless, subforms are always shown no matter what. I have struggled with support for a few days, now they want a remote session instead
Substring in client script
Hi everyone, i'm stucked on this error, it seems that in Zoho Client Script in Zoho CRM, substring() is not a proper function to use and i need to do a substring (from a string field i just requested) to call an api and get more informations. How can
Default date format is not matching the expected format of deluge date-time functions
When retrieving a date time value of a record (E.g. "Created_Time") we receive something like "2021-12-13T13:05:33+01:00". When applying the getHour() function to this value, it will return 0 instead of 13. If I replace the T with a space, the function
Need to add monthly deals
We do software development and with that we do hosting and SLA work where the client signs an SLA contract to pay x amount per month for 6 or 12 months. Can someone please tell me how to put that into ZOHO as a deal - or do I have to add it in manually
Rounded Pricing when Working in Multiple Curencies
Hi, I'm setting up Zoho CRM for our company. We currently have 3 price books, in US$, Euro and GBP. Our products are priced with rounded numbers, e.g. £3,900 = € 5,000 Zoho uses a base currency multiplied by an exchange rate, so I cannot achieve rounded
How can I make a recurring potential?
Hello, We'd like to be able to track monthly recurring revenue by having a potential in the CRM that opens and closes each month (or year, or quarter). Do you have a feature to be able to do a recurring potential or is there a way I can use the software
Account Page blocked as virus
We are unable to access our account records - we are being blocked by antivirus to accessing the accounts - we can access the contact but not the account. We are not disabling our firewall this is something on your side. Please advise. Leah Edwar
How can i make a connection between zoho crm with zoho workdrive
How can i make a connection between zoho crm with zoho workdrive As i couldn't find the option of zoho workdrive in the connection as attached. Thanks, Sidhant A.
Duplicate a field in different modules in Zoho CRM
My question is: In Zoho CRM as I create a field in the Projects module and the field turn to double in the Invoices module, and that its content of this field is reflected in the two modules Projects and Invoices. This can be done or not?
Zoho For Small Company Cost
I am from 3PL Solutions Group a UK based third-party recruitment agency. I want to ask what is ZOHO CRM monthly cost. You are giving any concessions etc.
How do I delete a task in Zoho CRM?
Hello, I am trying to delete a task in Zoho CRM. I can see how to mark it as completed or deferred, but how do I actually delete it? Thank you, Stephanie
Tip #18: Time saving options in module customization that you may not have noticed! Read now.
Hey everybody, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to focus on module customization today. Have you had those moments when you realize that what you have been looking for has been right in front of your eyes but you never saw it? You could be wearing your hairband around your wrist and be looking for it for thirty minutes. Or you could be doing something a certain way and having a miserable time with it - until you realize that there was a much easier way
Help: Pick List limited to 500 options
Is there any way to have more than 500 options/values for a Pick List? I want to use it so that it stops spelling mistakes and typos, and creates a standard list of options. My only problem is that I have thousands of options and Pick Lists only allow
how to check how many times a rest api function run ?
Calling Functions using REST APIs i want to know where i can see the graph of restapi base function and also see the log , to check why that function failed. i can see in the audit log that my function failed but don't know the reason why its failed.
"Quantity in stock" to go away !
Here is my problem. We own a software company and don't need to have a quantity in stock field, as everything that we do is electronic. I have been running into the Problem and having to add different quantities in stock to allow the invoice and quotes to sent. Is there a way to make the quantity in stock and the quantity in stock fields go away?
Archiving accounts in zoho CRM
In Zoho CRM can you archive an account or do you just delete it?
Get Data more than 200
Hi, I am getting all contacts from books And Here I am just getting 200 records using Api, Though I have 5000 contacts, How Should I get all 5000 records at a time? Kindly suggest with a few lines of code, Thanks,
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