Got error while using PHP SDK to authenticate CRM with my project
Hi Team, I'm trying to connect oauth2 of CRM through PHP SDK, it's showing the error to my output. I have sent you the steps I followed in coding and output in the attachment. How I can sort out the problem to be fixed? Note: PHP version 7.2.10 Kindly do the needful.
SendMail Signatures
Is there anyway to easily attach zoho.loginuser's signature to a SendMail function? On a similar topic, is there any way to get the Current User's actual name (not zoho.loginuser) into some sort of plain text? Right now I am using a slew of IF statements to assign real names based on zoho ID's.
Real integration of Zoho Support in Zoho CRM
Hi, I would like to thank you for the quality of your software. We are running our business with Zoho CRM. Support matters a lot for us. I tested Zoho support that would be great for our business. But there is no integration between Zoho CRM and Zoho support. We have 2 softwares that are standalone. We can "only" import contacts and accounts in Zoho support. That means that: I might have cases in Zoho CRM and Zoho support. I would have to build all my rules in Zoho Support. No sync with contacts
Barcodes
So I see the great feature of barcodes on zoho creator and before we redesign our database do we think this feature will come to crm. We would find it great for stock control.!
Format Date.Time Fields in emails
Hello I have created an email template which uses the DateTime field - here is the extract from the email. I will be visiting you on ${Leads.1st Appointment Date & Time}. Now of course this comes out correctly in the email as follows:- I will be visiting you on 05/02/2014 01:00 AM. However, theres the problem - I'm English and thats not how we would write that. We would write it as:- I will be visiting you on Monday the 5th of February at 01:00 AM. So ... Here's the questions... 1. How do I extract
Continuously Updating Export?
Is there a way to export my data such that the export will continue to update when ever a new form response is added? On Google forms, whenever someone fills out my form, it automatically exports that new data onto my related google sheet so that it is continuously updating. Is anything like that possible with Zoho?? Zoho is great for collecting data, but I would like to be able to manipulate the data in spreadsheet form as it comes in. TIA!
Associating leads from different companies
Is it possible to associate leads with each other when they work for different companies? In my field consultants collaborate with each other on a regular basis, and I would like a way to keep track of those networks. Is this possible in the Lead module?
Checklist Module - formula for adding selected date to date field
Good afternoon, Although I've been a user of ZOHO CRM for a couple of years however, I don't have much experience with the correct syntax in formula fields. I do have a frequent need for automatically inserting an execution date upon certain field operations. But I have not been able to find any examples or support for this assumed, simple functionality. I'm in need once again for a new Checklist module I'm creating and wondered if someone may be generous with their time to help. I'm assuming the
Integration with Pardot
Did somebody integratef Zoho and Pardot? Thank you.
Help on API for events after specific start date
Hi, I would like to retrieve all the events after a certain date using the API. To get all the events, I currently get them by looping on the pages. However, I would only retrieve the events from 2 years ago until the latest Event being recorded (it can be after today). I am using JS with axios: return axios({ method: "GET", url: "https://www.zohoapis.com/crm/v2/Events?page=".concat(res), headers: { authorization: "" } }) where res is basically a loop from 1 to xx. How can I add a condition in my
Report API
Is it possible to generate a report and send it via email using a deluge function?
Where is the proper API V2 documentation?
I am using the API V2 PHP SDK. I have made successful queries but can't find any formal documentation on the API, only tutorials and examples that do not explore many of the parameters of the various methods. The source code also lacks any comments about the parameters. For instance the ZCRMModule class has a method getRecords: public function getRecords($cvId=null, $sortByField=null, $sortOrder=null, $startIndex=1,$endIndex=200,$headers=null) but I can't find any explanation of the parameters,
Integration with SQL Server
Is there anyway to populate Zoho CRM with data directly from MSSQL? I'd like to figure out a way to upload Account changes from our Accounting software directly into Zoho to prevent duplicate data entry.
Zoho + ERP (SAP)
First of all: I'm using Zoho CRM and I have complete right that it's a brilliant solution for sales force. But, in my new job, doesn't exist a CRM system and I want propose Zoho CRM. In the company, we're using a ERP (SAP), a few time ago. I would like to know about integration between Zoho CRM and ERP (SAP), as possible? How I can do that? Regards, Renato Lima
How to connect contact with account
How do you reliably connect an account with and a contact? The only example i saw is to updated the "Account_Name" property on the contact. But Account_Name is not unique. If i have two accounts with the same name i can only assign contacts to one of them. Is there a way to link contacts to accounts by the account_id instead?
Formula
Looking for assistance to use formula rather than WFR do to changing of the fields value I have a checkbox, that needs to be true, if the date value of another field is =>180 than today example: IF(xxxfield value )=>180 from today's date, the value is true
When creating event from Quote the location is not looked up automatically
Hi all, I am having an issue when creating an event from a quote. I create a quote and on the quote page select to add event, it automatically selects the contact associated with the quote but when clicking into the Location field it does not automatically drop down with the contacts shipping/billing address to be clicked. If I go to the account of the customer, add event, I can select the Location from the dropdown then later can select relates to Other, change Account to Quote and lookup the quote.
Zoho CRM automatic SMS
Hello, How to send automatic SMS message to the newly added "client" ? I'm using Zoho CRM "standard user" with Twillio extension and I need to automatically notify my customer that his record has added to our system without manually clicking "send bulkSMS". please help.
Problem in insert leads record
Hello All, I have getting this is error : Fatal error: Uncaught ZCRMException Caused by:'invalid data' in D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\BulkAPIResponse.php(36)
#0 D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(29): BulkAPIResponse->handleForFaultyResponses()
#1 D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(22): CommonAPIResponse->processResponse()
#2
Custom function to add contact hone to deals
Hi community, I have just stated at a new organisation and am implementing Zoho CRM. I am looking to automate a few features, and read the following article with interest: https://help.zoho.com/portal/community/topic/how-to-autofill-lead-fields-based-on-selected-contact-lookup I have zero experience with deluge code or custom functions, Id like to add just the client contact mobile or phone only (No address etc.)... Can anyone point me in the right direction using the code in the above thread? Thanks,
Very basic workflow keeps returning an INTERNAL SERVER ERROR
I'm trying to create a very simple workflow that creates a task to return missed calls. For some reason, the following line // callId is an input argument of type INT mp.put("What_Id",callId); causes the workflow to return the following error {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} If I comment out that line then it works, however it doesn't add the missed call in the Related To field. Zoho online support has been unhelpful as usual so I'm hoping
How do I export e-mail adresses? (not csv-format!)
Hello! I want to export my e-mail adresses but I can't do it in a good way. I just want the e-mail adresses, no other texts, notes or numbers. Best regards Erik
Export Data as CSV with working double byte characters
Hi, all data I export does not seem to have the double byte characters in there. Please let me know how I can export the data into the CSV and then properly work with it (Excel). I need the double byte characters to be shown correctly. Regards, Christoph
When activated free trial, all emails sent disappeared
Hello, I sent and email from inside zoho crm last week just before I activate the new mail functionality through free trial, now I see that that mail, along with some others have disappeared. Seems like it was more recent mails sent from within zoho are affected. Is it a common problem? how can we fix it? Thanks!
Unable to compose new email
Dear Zoho Support, When I compose a new email, I am unable to type or paste into the text area. Email recipients, subject can be typed but the whole text area doesn't respond. Noticed this issue on 13th Dec 2018. Regards, Team WAMPL
Breaking up Tasks by Category
Hi, Is there a way to organize tasks by account, then by category as in a way to alter the UI so it displays the tasks by account and then by category? Thanks,
Zoho and Apple Mail Integration - Updated 2015
Any developments on integrating Zoho CRM with Apple mail for small multi-user businesses?
IMPORT DATA AUTOMATICALLY
Hi, I want to import information from an excel to Zoho CRM but i want to know if there´s a way to do this automatically. I mean configure Zoho CRM to import the information in a specific date or hour to avoid doing it manually.
Custom PDF from module
I am trying to generate a PDF like a quote but from the custom module for our workflow. When we have an opportunity we need to generate a PDF with details about the project and I created a custom module to hold that information but now I would like to generate a PDF using a custom Invoice Template with that data, is that possible? or is there a different way to do this? Basically I trying to create another "quote" module which would be called "Project Data" and use custom fields to generate a PDF
Hidden Fields in Zoho CRM with chrome extension
If searched the https://help.zoho.com/portal/community site and it seems that you can only hide some fields if you have the enterprise edition. I'm not looking for a Security solution, I only want cleaner interface so I think the only way is to develop a chrome extension. I've already stared to develop it in https://github.com/fmmribeiro/scZohoHideElements But using a "Content Script" the extension is fired before the page is fully loaded (zoho uses some kind of async content loading) HOW do I execute
Problem updating record by ID using PHP SDK
I'm integrating the ZohoCRM PHP SDK with our Laravel app (https://github.com/zoho/zcrm-php-sdk) but I'm having trouble performing a simple update on a record. I'm using this code to retrieve the record, and update it - $record = \ZCRMRecord::getInstance('Products', $entityId); $data = $record->getData(); if (count($data) > 0) { $record->setFieldValue('Product_Name', 'Test Update'); $response = $record->update(); } However, $data is always an empty array. I have retrieved the $entityId
Campaign Member Mass Upload and Lead Source required (therefore being changed)
Is this how it works for everyone? Or is this something unique to our environment. Crazy to change lead source with every new uploaded campaign. Really appreciate any insight/assistance.
Many to many contact relationships
Hi there I am trying to create the following in Zoho CRM: - Doctors can have multiple team members - and both contact types can be invited to an event I have triedapproachesoches: 1. doctors as the default contact module, with a custom module for team members - this issue with this is that I cannot invite custom module team members to events 2. I then tried adding all the doctors and team members as default contact module entries with a new field for contact type (doctor, team lead, etc) - but I
Invoice Template: Show page number in header section
Is there any possibility to show the current page number in the header section via variable ${page.nr} or something like that? I see that there is an option to activate page number in the footer, but I don't want it in footer section as it also appears in the wrong font. Any help on this how to achieve it?
All the bars in all my bar charts are one color
Anyone else having this issue? Mentioned it 4 weeks ago, was told it was being looked into.
Hover Items In Activity List
If I am looking at the Activities list and hover over the name of someone the activity in the list is associated with then it shows a pop up with their full name and telephone number. How can I change this so that it also shows me their mobile number?
How to Add Multiple Inventory Items to Invoice
HI, We use Zoho CRM's invoice module like a draft to keep track of equipment as we put it into a client's house. Our inventory is manually imported into Zoho CRM periodically from a Quickbooks export in a CSV. How do you add multiple instances of the same inventory item please? Thanks, Al
Changing the phone/mobile display format.
Hi everyone, proobably a very basic question but I cannot find any way to change the format that phone number and mobile number are displaed in. They are coming up in US format, and I am in Spain where area code is nowhere near as important. Any suggestions?
How To Handle Multiple Users Chasing Same Account?
We work together as a team, so often we are chasing/calling separate contacts under the same account. We need a way so that our users know when another employee has ‘engaged’ one of the contacts at that account. From the account view, this is relatively simple, since any activities or emails done by a user on a contact will show on the account. The issue is more to do with when a user is looking at a contact, and has no idea that his teammate has engaged another contact at that account. I do not
How to view opportunities
Hi i am on the free version. my two colleagues and i are wondering if there is a way to view eachothers opportunities? is this something that only the administrator can see? does this need to be a paid version to access
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