Extension pointers #15: Create blueprints to carry out business processes smoothly
When the various stages of a business process are well-planned and executed efficiently, the entire process runs smoothly and the overall functionality is efficient. Blueprint is a useful feature available in Zoho CRM that is currently supported in the
Modified_Time missing from Zoho CRM API Contacts, Products, and Custom Linking module response
Hi, I'm using the CRM API to GET Records method. For most of the modules the If-Modified-Since works fine and the API returns Modified_Time in the response. However, I noticed for the these modules: Contacts, Products, and Custom Linking (Contact_x_Accounts),
ZOHO CRM - Deluge & Script Client
Good morning everyone, I've a couple of questions about deluge scripts and script client. 1) How can I set - via client script - a rule that set a defined length for a specific field? Let's say i want a field A to be 11-digits length. 2) How can i set
How to change MODULE NAME to match what's "Displayed in Tab As"
I'm looking on how to change the Module name to match the Displayed in Tabs as. I've also created new modules and their Modules Names are "CustomModule1" & "CustomModule2" Thanks SC
Mass Merge Custom Module with 'Contacts' Module with attachments and notes
Hi there! In our company, we have two major departments, 'Students' and 'Migration'. The 'Student' department have always used the 'Contacts' module as their major module and kept it separated from the 'Migration' department. On the other hand, the
how to change an account into a vendor ?
Hi, In email we have the possibility to add the contact to the CRM but there is only the option to have it as a contact for an account. Is there a way to change that after so that the contact is associated to a vendor ?
Can we hide standard CLONE button from Deals record detail page?
I want to show the standard clone button only to my Administrators, but I'm not able to find any way to achieve the same. As there is no direct option to manage the access and visibility of standard buttons. Also, there isn't any way to hide it from the
What do people do with contact information for customers who are no longer at their companies?
I have many accounts/customers who have had frequent turnover and the email/contact information is old and out of date. Do people delete old contacts or are they saved/turned off elsewhere so the old emails can be viewed?
Outlook 365 Integration and Tasks
When the outlook 365 integration is enabled, all of my tasks from CRM and syncing over to outlook, however, only the title of the task is populating. There is no association of the task to the contact/lead or account. Is this how it is designed? Seems
Sycn more than 10,000 records to iPhone app
Hi when I sync desktop to iPhone it says I can only download 10,000 records. i have more than 10,000 records does that mean that not all records are syncing to the app?
API V2 Won't work on AWS Lamda.
I am in the process of writing a new serverless backend for our website. Have been attempting to communicate to ZOHO CRM. I have been told by the zoho team that I must run a local mysql database to manage the tokens. This does not seem like it would work in a serverless environment as there won't be a local mysql running on lambda. I can't be the only one that has come across this. I'm hoping that there is another solution to this that someone out there is using. I could just revert to the old api
How to become a Mayor of the Podcast Town! - Small Business Heroes E12
The latest episode of Small Business Heroes, a CustomersSpeak series, features an interview with Elzie Flenard: Mayor at The Podcast Town. Elzie left his 9-to-5 job to pursue his passion in entrepreneurship. To learn more about running a business, he
Connect zoho and datastudio
My clients are users of google datastudio dashboards. I’d love to import their usage of the dashboards - perhaps with google analytics? Any suggestions on how to connect datastudio into zoho to do this?
Zoho CRM use an external DB to synchronize Zoho
Hello, I want to store all my data into a private DB. So I'm wondering if Zoho CRM can connect to an external DB and everytime (with a cron?) tell Zoho to synchronise its own internal DB.
Send WhatsApp chat directly from ZohoCRM Messages module
My ZohoCRM Message has been integrated with my Whatsapp Number. I can receive message from my leads and reply it directly from my ZohoCRM. But my leads have to chat with me before so I can communicate with them. Is it possible for me to initiate Whatsapp
open forms
I have the integration set up in Forms from the Contacts module. I know I can create a button in Contacts that opens the url for the forms app and open the form. What I would like to do is open a specific form and autofill the linked field with the
Make between in searchRecordsByCriteria
Hi, I want to know, it's possible to make between with two criteria ? $response=$moduleIns->searchRecordsByCriteria("((Date_de_d_but:equals:".$now.")between(Date_de_d_but:equals:".$after_now."))", $i, 200); I want to make this, but he not work. Thanks
New enhancements in Zia
Dear All, We hope you are well! We are glad to present a few new enhancements in Zia that will help you organize, measure, and scale your business activities. Let us get into the details! Following are the enhancements we have opened for all users: New
Trigger a dialogue when a contact record is viewed
Hi We want to remind our salespeople to update a contact's information when they look up (ie view) their record in Zoho. I see that this may be achievable using client script, but can it be done in the standard contact view screen? Is there any way to
Feeds in CRM not working
Feeds in CRM seems to never work for my organization. What can we do to fix the problem? It always just shows a loading page like below (with the circular arrow rotating over and over):
How do i view first name and last name separately in leads detail page instead of them being merged into "Lead Name"
thanks
Community Digest - November 2022
Hello there! This November, we started our Kaizen series, again. Kaizen? Let me explain: "Kaizen" is Japanese for "constant improvement." A Learning Series made for those who want to improve their developer skills by working on the frequently asked questions,
Automaticaly generated Purchase orders
I have tried to simulate how Sales order, Inventory and Purchase order are connected and I have noticed the following: The purchase orders are not automatically generated when I select a Vendor, based on In stock level, reorder level and Sales order qty. If the sales order qty of an item is higher than stock level, the programme should generate automatically a purchase order to respective vendor for missing qty. And that is not happening. I can not believe that I should print a sales report first
Confirming Forwarding to my BCC Dropbox with Gmail Forwarding Filter
I want to automatically forward emails from a company email account to my bcc dropbox, but in order to do so, I have to confirm with gmail with their emailed confirmation code. Where can I find this confirmation code?
Tracking emails when using Outlook
I like that the Hubspot Outlook plug-in has a "track email" and a "log email" button. The "log email" is easily accomplished by BCC'ing my Zoho BCC dropbox to log items to records. However, I don't have an easy way to embed a tracking pixel when created
How to add custom formula in Zoho CRM Dashboard?
Hello, I want to know how to add custom formula in Zoho CRM Dashboard? I have a component that says Number of leads. I want to calculate a formula based on this number. How to do that in Dashboard? Thank you.
Update a custom field in a Deal when a task is created
Hopefully somebody can help me... I am trying to use a custom function to update a custom field in a Deal when a task is created that is related to that Deal. The function is firing ok because I have sent myself test emails but it is not updating the
Price Books: Want to combine products for total count to calculate discount
We offer multiple flavors of a product and want to add up the number sold across all versions for price book discount calculation. Currently the price book calculates the discount separately for each version of the product, even if they are just minor
Zoho Developer Community learning Initiatives
Developer Zoho User Group (ZUG) is a platform to encourage developers from the Zoho ecosystem to connect, learn, and share their expertise to find solutions for common business challenges. There are a couple of ongoing initiatives to help you get onboarded
Make notes mandatory
Hi all, Is there any way to make a CRM user come back to a record that is already created and make them input notes? Example: after a meeting. I tried with a workflow, but it's not possible to use notes or description as conditional. Any ideas welcome.
Check For Leads That Are Already Contacts
I have many leads I need to import but also need to know if they are already existing as leads/contacts in our ZOHO CRM systems. Is there a way the program can make sure not to put redundant leads into the system. Thank you.
Scheduled reports are not consistently sent
I have created scheduled reports to go out ever Friday, the reports are not doing that. When I go in to Zoho on Monday, I am unable to find the reports at all, all I see is "Try New Version" of the Report module. And only when I click that I want to try
Add Custom Signal Notification Zoho CRM
Hello All, so today we are come up with Custom Notification in ZOHo CRM by the Deluge Language. Problem Statement:- Suppose you sent a contact by the zoho sign using deluge script once it will be sent then User will be notify by the Signal which we have
Change content of Email Templates via API
Hello, there are endpoints to fetch email templates. GET /settings/email_templates GET /settings/email_templates/{id} It would be nice if you could also change the content via API. It should not be difficult to simply insert the new HTML content... Regards,
Gantt chart solution for Zoho CRM?
Hi We manage events. We have Zoho CRM that holds details about our customers and events. But we need a solution where we can collaborate with customers on the events; setting times, tasks etc We're thinking a gannt interface is probably the way to go.
Web to Lead Form?
Web form to Lead CRM??how to do this? and email verification? Thanks!!!
Invoice insert adding line items aka product detailes
Can you give an example of zoho api invoice insert ? What fields are required for product details ? Invoice fields fetched from metadata api does not include fields for product details which are required for invoice creation. Please help on the issu
Books Purchase Orders in which related list or module ?
Hi, We have integration of Zoho Books / Finance in CRM. I have 2 questions about the purchase order entry in Books related list. - Zoho Books is correcty available fully in CRM in is own tab - Estimates, Sales Orders and Invoices are available in the
Remove Attachments but Keep Emails Entered Using BCC
Hello, I received an email stating that we were reaching our total Storage quota on our Zoho CRM account. A large majority of this usage is due to a user using BCC to enter emails that have attachments. I would prefer to keep the email histories, but could do without the attachments to free up space. Is there a way to bulk remove the attachments from a user's emails, but keep the context of the email chains? I would prefer to not have to do this record by record. I was unable to find a solution
Leads iPhone App and CRM
I am scanning business cards and QR codes in the iPhone app. Does this automatically sync with my Zoho CRM account?
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