What is the difference between Sending Files for signature using Zoho Sign or Zoho Mail Merge in Zoho CRM?
Hello ZOHO's Community, I'm using Zoho CRM in our company to build a system to facilitate our operation procedures, the usage of implementing CRM is smooth until now but i faced a challenge while creating generated PDFs by reading data from CRM's modules,
Moving Average in Zoho CRM Analytics
Is there any way to setup moving Average component to use in Managers Home in Zoho CRM? I know I can do that no problem with Zoho Analytics but it would be great to see such information on the home page of Zoho CRM. Is there any way I can do that or do
Set Validation For Quotes On Conversion To Sales Orders
I have a bit of a doozy here. We have 2 fields in our Quote module that aren't required for the quote to be saved (and can't be required fields) however they are required fields on the Sales Order once the quote is converted. Our challenge is that once
COQL datetime filtering
Have module in Sandbox, which I need to fetch with datetime filtering. Using COQL, but having error and I sure did all wright but its not work. What did I wrong queryMap = Map(); queryMap.put("select_query","select id,rate from Rates where Partner = "
Can I map two module at a time?
Hello everyone, Can I pick emails from my two modules and then inserting a new module? An example could be: I have a module called Customers where I listed all of my customers data. I have different module called Sells where I store all my sells data.
Accepting Event from Outlook Client
I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it
Unanounced canvas modification
Hi all, I am using a canvas template (from Zoho) for my accounts in the CRM. Since yesterday, the buttons on the Attachments module, allowing me to download or delete an attached document, is gone. It already happened a few months ago with some other
Notes Field
I would like to able to migrate Notes module in our 'Intake' module to notes in our Matters module.
Import data into Multi-Select lookup field from CSV/Excel
How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
Problem with importing contacts and associating tags
When I try and bulk update existing contacts by importing an Excel file. On the final step, there is a prompt to associate a tag to the import. The problem comes in that when I choose a new tag, the new tag replaces the existing tags. I don't want this,
Need to email multiple contacts associated with a deal
We sell to schools, so the main buyer will be the contact associated with the deal, but all the teachers are the end users who I have listed as contact roles on each deal. We cannot figure out how to email all the end users for a deal. They need to know
Send mails to every email address in a subform
Using zoho crm I have created a custom module that has a subform to look up and select various contacts in a group. I need a solution that would help to send separate email notifications to the different members in the sub form. The issue: - The basic
Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
Stage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
create contact from deal - and when its updated , not to creat a new one
when i make a new deal . the aoutomation makes a new contact i want to update the deal and the contact , without makeing a new one ...
Delay Function
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,
Search API not working - returns 204 for existing lead
Hi, I'm trying to run query https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Linkedin_URL:starts_with:/dmitry-dubovets-1a70ba51)) But always getting 204 status code. This lead definitely exists https://crm.zoho.com/crm/org735550303/tab/Leads/
Email Address for Contact not Populating
When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?
INVALID_MODULE for Custom Function
Hello, I am trying to run a simple custom function in the Projects module. I would like to update the name of a project based on some settings on the record. However, when I try to use zoho.crm.updateRecord("Projects",Id,updateMap); I get this error.
How to pull lookup field from one module to another
Hi there, I want to be able to pull the deals field which is a lookup field from one module to another, which in this case i want to pull from the module purchase orders to Sample/product. either through workflow or client script, whichever is easier
Restoring records from the recycle bin programatically
Background I'm working on a piece of software to automate conversion of Leads into Deals based on order status from my company's website. The process is mostly complete, right now I'm just working on handling a few edge cases to ensure data integrity.
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Cross-modular views that are "actionable"
Here's my dilemma; I have companies classified by business sectors in their module. Then I have contacts grouped by function and decision-making level. Let's say I want to email-merge a template to all primary decision makers in companies that operate
Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
Kaizen #161: Global Sets using Zoho CRM APIs
Hello all! In this week, we will see how to work on the Global Sets using our Zoho CRM APIs. Global Picklist APIs were introduced in Zoho CRM API version 6. In this post, we will cover the following Global Sets in Zoho CRM Advantages of the Global Sets
Tasks and Tickets - Unified View
Is there any way I can combine the lists of Desk Tickets and CRM Tasks into one place where I can view everything assigned to me in a consolidated manner? I'd even be fine with the two lists still being separate, but on one single screen.
Auto number Field Behavior
Hi, I've been using auto number fields in some modules and always struggle with some limitation, so I would like to check if someone can confirm this. Imagine I have an auto number setup with a prefix containing the year in double digits {YY} and the
Date not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',
Zoho CRM Calendar View
Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
Closing an Event
It appears that an Event cannot be marked as closed, but can only be edited or deleted. Is that correct, and if so why? I like to keep track of my completed meetings, so would nice to see all such meetings in the Closed section. David Shalev | Chief Revenue
How to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether this
how to get access all leads from zoho crm
i want api code or documention to get all zoho crm leads , insert and update using api code
two accounts
Hello, I have 2 companies . Now I use zoho products for one company Vip communication SNC. Questions is : How I can use zoho for two companies from one admin panel but pay for zoho for 2 different invoice ? Thanks
How to Disable/Hide Send Email Button in Zoho CRM under Leads Module and Custom module?
I want to Hide Send Email Button in Zoho CRM under Leads Module and Custom Module.
API error code "NO_CRM_ACCOUNT"
Can anyone tell me what this error code means? { "code": "NO_CRM_ACCOUNT", "details": {}, "message": "The token does not bind to any CRM account. Generate new organization specific token.", "status": "error" } I can't find any information on what may
The token does not bind to any CRM account. Generate new organization specific token.
Started getting the error today. Refreshing the token doesn't help. {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization specific token.","status":"error"}
The token does not bind to any CRM account
I have created a sandbox and I am trying to push products and the thing is that for Production everything is working but in the sandbox {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization
How to disable Quick Edit for a subform
Is there a way to disable quick edit on a subform? I tried to disable quick edit on a subform with ClientScript, but I was unable to set it to read-only with the code below. let fields = ZDK.Page.getField('Quoted_Items'); field.setReadOnly(true); log:
How to get backend URL
Hi there, I was wondering how i can get the backend URL for the code below: response = invokeurl [ url :BACKEND_URL + "/purchase-orders/generate/excel/" + purchaseOrderId type :GET connection:"backend" ]; return response;
Account to Account Multi-Select Lookup
I must associate one account with many other accounts without making them member accounts. However, when I go to make a multi-select lookup, accounts aren't an option. How do I do this?
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