API Question. How to update *custom* lookup fields through the api
Hi there, I am trying to insert/update records with the API, that include *custom* lookup fields. I've only been able to find how to edit the built in lookup fields via the api. Can you please let me know how to edit the custom lookup fields through the api? Thank you, David
can we operate a second company under the same account or we need CREATE additional account with CRM?
can we operate a second company under the same account or we need CREATE additional account with CRM?
Please help with fx formula for If,Then statements
I have a picklist of options and I want to create a calculation that says,If the answer is option 1,2 or 3 for example then score it 10,5 or 1 respectively. This is how I would write the formula in Excel, please can someone help with how to write it in Zoho. IF("CustomFieldA"=Option1,10,IF("CustomFieldA"=Option2,5,IF("CustomFieldA"=Option3,1))) Many thanks for your help
Revenue Split over months
Hi, Our company sells services that can extend from 1 month to 24 months. I need assistance on how we enable this in deals so our pipeline view and reporting is reflective in the QRT and FY that the revenue is realised. Example - We win a deal for $400,000 over 8 months with the revenue realised by month ie 50,000 ( sometimes this is variable so can be higher and lower per month ). Winning the deal at the full value is a false view of the revenue being realised if it is split up over months Example
demo creates quote
suddenly when we create a demo the stystem is creating a blank quote with thye customers name as the item. Pretty sure we did not instigate this. Any ideas checked all our workflows
Akademische Titel
Wir migrieren ein bestehendes CRM Systam nach Zoho. Im alten System haben wir ein Feld mit "Ttiel" = Doktor, Professor, etc. Dieses Feld finden wir in Zoho nicht. Hat irgendjemand dafür schon eine Lösung geschaffen? Im Voraus besten Dank! Beate Maibaum-Buhl
Can ZOHO CRM be multi-tennant?
I want to use ZOHO CRM to store segregated databases for each of my clients. Can I do this or do I need separate instances for each client?
Zoho CRM mass merge duplicate contacts.
I synced my Zoho CRM and Gmail contacts using a 3rd party software that I regret trusting. Basically I have duplicates of my almost 800 contacts. I'm going through each one and merging the contacts, but there honestly has to be a mass search for "similars" or duplicates. Both yahoo and gmail have features like this. I'm looking for exactly the same function that will show me to similars and allow me to choose which fields to keep from which duplicate. How can I do this? Ryan
"Last Activity time" & "Modified TIme" from the LEADS MODULE
Hi, I have observed that in the Lead MODULE when entries are made in the call fields of Open activities section it sets the "Last Activity time" for the lead. Later any time you update any of the fields of Lead Information section the "Modified TIme" changes to the time of modification and it is observed that for such modification the "Last Activity time" also changes to that of the modified ( lead information) time. Ideally the "Last Activity time" which is the time of the call should not change
Tasks
1) How do you create a task or checklist template a) to be used when an item is selected in the product module? b) Can the list also be exported?c)Can the list be triggered & attached when item selected in product module? 2) Can a recurring tasklist (daily, weekly, monthly) be created and have the ability to be assigned to users or different roles?
issue in uploading database..!
Hi Team, We have standard version of of zoho CRM, so can we upload 2 same database for different target audience??
Task, account, and business report
I would like to generate a report in which the information appears for the following situation. When generating a task for a business, I want to create a report that pops up the task, business, and account data fields. In my case the account data is not appearing, the fields are blank, because the task is linked to the business, someone found a solution? Thank you.
Python 3 + API v2 - anyone have an end to end simple program they can share?
I'm finding the errors in the documentation versus what the API actually allows compounding the frustration of being able to figure out this API thing. Does anyone have a basic .py they would be willing to share (anonymised of course) which would get us started on successfully querying records?
Zoho Source Code Form Captcha Error
We are receiving a "Please enter correct Code" error when implementing our Zoho form. We are using the Source version. Any recommendations for things we can check? We have replaced the Table html with a form html. We have used this set up for a year now and it worked fine. We have added new fields to our form so we are updating it. Here is the code. <div id='crmWebToEntityForm'> <META HTTP-EQUIV='content-type' CONTENT='text/html;charset=UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm'
Can I order the legend on a CRM dashboard graph component?
Hi there, I have a graph on a dashboard within Zoho CRM, and I can't seem to order the legend numerically. (Please see screenshot attached). So, we have different stages of our sales pipeline, 1 - 4, but they aren't in order in the legend, and I can't find a way to list them 1 through 4 sequentially. Any ideas? Many thanks, Chris
Import Moodle Users into ZoHo CRM
Hi There, On behalf of a client I am working on their Moodle. They have recently purchased ZoHo CRM and want to get the Moodle users into ZoHo for use with sales emailings and follow-ups etc. Is there a way to import these users automatically? Are there ZoHo APIs I can use to make this seamless? Many Thanks Dave Emsley
Want To call Third Party Web serrvice using deluge script.
Hello There, I need Deluge script to achieve my requirement.. Requirement:- I have Third Party Web service for insert and delete record in/for my local Database. I Need To call this web service using Deluge script.on any event or using any function....!! Can anyone Help...!!!! Thanks in advance.
Zoho Webhook delay
Hi We encountered situations in which there is a delay of 10-20 min for Zoho to trigger webhook for new lead workflow rule 1. What is the maximum response time for Zoho to send webhook for new lead workflow rule? 2. Whats the reason for this delay and is t possible to improve it? Thanks
Zoho CRM Social
hi , I tried linking my twitter account with Zoho CRM social, But it was unsuccessful and i am not able to access the page now. The page now reads, " {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} " and wouldn't let me access the page. "
Sending quote and email using templates for both
I tried to send quote but when it comes time to select template at the time the email is composed my email templates are not visible. That forces me to download the quote, create a separate email from Template then attach quote. Any ideas how to streamline this so it is a single process..
Zoho CRM -Products interface with Quotes and Profit Margin before submitting quote
Hi, I am trying to get some assistance with Zoho CRM, specifically "Quotes" - I have all my products entered with Retail/Unit/Cost information, but I cannot figure out how to create hidden fields, or a way to analyze my profit before submitting the quote - I am trying to find a way to pull that information from the products module so that I can view that as I am preparing my quote for a customer. Can you please help! Thank you!
Avoid auto-reset
Hi all, In our opportunity module, we have two field of Estimated Value and Contract Value. Estimated Value is a mandatory field when a new opportunity is created, and once the opportunity stage moved from identified to Proposal Sent, Contract Value become mandatory. It works perfectly fine when the update is done through the "edit" button. However, the Estimated Value field is automatically reset when the user click on the stage flow chart/line. Does anyone have the same experience or know how
Chat in Zoho support
Hello, I am on CRM plus plan and now trying to figure out Zoho support. We are using Sales IQ too..I see that there is a chat section in Support but says 'No chats'. I am confused as from the answers above I understand there is no differnce between Sales IQ and this Chat. Is there a way for me to access the sales IQ conversations etc in cat section of zoho support??
Ask the Experts - Live Q&A session on Calendar, Task and Event Management in Zoho CRM
Hey everyone! If you're new to the Ask the Experts series, here's how it works and what it's all about - The Ask the Experts is a live forum discussion that happens on this thread. Starting from the time mentioned below, our experts will be available for five full hours, responding to your questions here. All you've got to do is post your question as a reply to this post. Zoho CRM has had quite a few product updates in event management as listed below. We're sure you'll have a few questions in
CRM Search is Broken
Hello, since yesturday, we have the Problem, that our CRM search is Broken. If we are searching in CRM for a customer with the Firma Number, we are looking for no result (Shot 1). But if we search by name, the Firma Number is also in the result (Shot 2). Another problem is that the company number is not always displayed in the search result (Shot 3). but it is not reproducible when that happens. Can you fix this please? Kind regards Klaus Brandt
Feature Request - Upsert method
Hello, Please could you consider adding the field(s) provided in the duplicate_check_fields parameter of the request to the record summaries returned in the response data array. For example, for the request: msg.payload = { 'duplicate_check_fields': ['My_Field_Name'], 'data': [{}] } The response payload would look like: [{ "code":"SUCCESS", "duplicate_field":"My_Field_Name", "action":"update", "details":{ "Modified_Time":"2019-06-12T15:15:01+01:00", "Modified_By":{
How can i easily send contact information through gmail
Hi, I work with different external consultants who need to get sometimes the contact information of a contact in my Zoho crm. How can i send them through gmail the contact information? kind regards JP
Invalid oauth scope error when trying to read campaigns
Hi there, We are using v2 of the Zoho CRM API, and requesting the scope ZohoCRM.modules.campaigns.ALL during the authorization. However when we try to read the campaigns in the account (using the URL https://www.zohoapis.com/crm/v2/campaigns) we get the following error message: {"code":"OAUTH_SCOPE_MISMATCH","details":{},"message":"invalid oauth scope to access this URL","status":"error"} Is there anything we are missing? Many thanks, Luis
Blueprint Status Repetition
Is it possible to repeat the same status multiple times in a blueprint? For example, I have the following available status: A- Project Request B- Management Review C- Project Planning B- Management Review D- Prototype Development I want that between A and C to be a status B - Management review (not a transition, since I want to be able to have transition between A and B, and B and C), so I created a status Management Review. So far so good. But now, between C and D I also want to have the same exact
Integration of email
How do I integrate my email with Zoho and sync it with Office outlook. I had sent this question through but received no answer. Do I need a new ap or do I have what I need in the free version. I do intend to upgrade. If I do not have the means currently to do that what package do I NEED TO UPGRADE TO.I am hoping I have what I need to do it currently. I really like your CRM and I am a long time maximizer and sales force user. Thanks in advance for your help.
Email issue
I set in CRM a department shared email form which I want my men write to their contact. It is fine but if a contact reply to the same email, the answer will not appear in Zoho. I can only see sent email but not the "inbox" ones... Can you help me? I want having 4 account, each for my guys. Each guys must receive, on shared email, only messages from contacts whom he is the owner and answer to them. Is it possible? Thanks
Unknown lead source - WEB RESEARCH
I have been receiving leads with the sources tagged as "WEB RESEARCH", while the source is never on my list. Please assist and explain on the source of "WEB RESEARCH". Thank you.
CRM is not saving any changes
I have made changes to my leads and refreshed the page to no avail. The changes are not reflected. Is anyone else experiencing this?
Zoho CRM Tips and Tricks for Real Estate
Invoices and Bills: Create invoices and bills as soon as an order is confirmed and include details like reference number, date, billing address, property type, broker name, and terms of payment. Invoices are created directly from contacts and deals. Automatic invoice creation helps customers by ensuring that they have all the information they need. It helps agents keep track of payment. It's easier to send copies to all parties concerned directly via CRM and keep a record for future reference.
Sharing
Unless I am missing it, there is no button on this announcement to share with other users or employees. In the future, it would be nice to have that. Thanks! Joe Reynolds VP Sales USA Planet Cellular
Vendor Module
I'm on the free version of CRM. Is there a vendor module? I dont see it anywhere but maybe that module isn't available in this free version? THanks
Leads conversions for Direct to Consumer sales
Greetings - I am in the individual insurance business and am working on implementing Zoho CRM (One actually) for my business. So far it's been pretty easy and required only a few long nights of head scratching to bend the platform to my will. I've read several threads here about lead conversion and pipeline management but I'm still not seeing a clean solution offered. We use Leads as leads - individuals come in and they are created as leads. We don't use Deals or Accounts at all because an individual
Synchronization
How do I enable calDAV in Zoho and on my Apple I Phone Thanks in advance for your help
Ready-to-Install Online Meeting Apps for Zoho CRM
Great salespeople love to have a meaningful impact on the companies they work for. But, we know, selling is hard. And administrative tasks such as scheduling meetings take a lot of sales reps' time, making the closing process longer and harder for sales reps. From online sales presentations, to client calls, online demos, video chats —there's a lot of meeting for salespeople to attend, and, as simple as it may seem, scheduling meetings is a time-wasting activity that requires switching back and forth
Download CRM Record as a word Document!
Hello all Zoho Experts, How can I download the CRM record as a word not as a PDF? This is my customer requirement. Kindly help me in knowing the possible ways to download record in a word format!
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