The real problem causing many of the Error 400: Invalid Data error messages with CORS... and a temporary workaround.
After having just spent the last three days debugging four lines of code, I'm happy to say that I believe I've discovered the root cause that may be responsible for many of the CORS problems regularly being presented in the forums - especially for those
BCC Dropbox - Authentication Emails
We have an external system that sends emails via AWS as if they have come from my company. I have asked the software developers whether those emails could BCC in the Zoho dropbox so that the emails appear in CRM, and they say that can be done.... but
Zoho CRM API fetch custom fields
We are trying to access the custom fields of CONTACT module and need to updated the field data based on that. We have a multi-line custom field. We are trying to fetch the Contacts using the getRecordById and searchRecords API. We are getting the contact
postman setup issue
Hi Friends, I follow the guide https://www.zoho.com/writer/help/api/v1/postman-collection.html I can create a token well, but I get error when I click "send" button { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL",
Copy data from Contact to Account
Hi Me again. Next request for assistance... I have a number of "Lead" contacts in an Account. There will be only "Lead", but it could change from time to time. So I have a check box on the Contact Record called Lead to identify them. What I want to happen
[Python SDKs] Why do I need MySQL?
I have checked with the `zcrmsdk`. I don't see any reason why I need to use `MySQL` here. Because everything I need is key. I can hardcode my key to my program. 1. Where I can find the dictionary config example? 2. Could you confirm the correct `config
Zoho CRM and previsional load and previsional invoices
Hello @support , I was wondering which way is the best to deal with : Previsional invoices > how crm ou books should handle previsionnal invoices ? Previsional load > we sell service and we should plan our people on various mission. How
Email templates do not work - don't show up in email template dropdown in email window
New issue - started today. I have been sending emails using templates for several years now, and all of the sudden they will not show up in the Email Template window in the email pop-up. The dropdown list for email templates just continues to say "None" even though I have over 15 email templates and have been regularly using them up until yesterday. I am hoping someone from Zoho can let us all know how to send emails using templates now, since somehow the functionality has changed.
File upload field - Mandatory field option
Dear All, I would really appreciate if we can work on making File upload field mandatory. I would like to have at least the option to choose if i want to make it mandatory or not. Please treat it as urgent request. Regards, Caseworker 1 Dapinderpal Singh Goraya
How do I transfer a user's contacts to another user.
I have 4 users. One is deactivated. I want to add a user and delete the deactivated user. I don't want to lose the deactivated user's contacts so I would like to transfer them to me before I delete that user.
Refreshtoken Revoke
I have some generated some refresh token for Zoho CRM API. I know that I can revoke those refresh tokens through API. But what can I do to revoke those refresh token, that I don't remember any more? Is there an API to revoke all issued refresh token?
How to restrict the lead count
Hi Team, We have several counsellors and we want that after some count of lead the leads are restricted to that counsellor.
Sample manifest.json file for Zoho CRM connectivity from Widget
Hello, We are trying to build a widget for using COQL in Javascript. In order to avoid the CORS (Cross-Origin Request Blocked) issue, we need the correct config for plugin-manifest.json. Kindly share the same with template values on what params and
What is a mail merge credit in CRM?
I have a question about word interpretation. The help in CRM says this: Professional, Enterprise, and Ultimate edition users can perform 1000 merges/month/org by default. What's a "merge" in this sentence? A merge action or a merged record? If I select
Send mass email function
Hi I have over 1500 contacts on Zoho with emails attached to them. We sent a mass email this morning to 'all contacts' and we got an email saying that it only sent to 400 people? (See attached image). But then, when I went onto zoho and into that particular
How to detect if a Contact has declined a meeting invite?
Hi, I have a workflow that schedules a Meeting and invites a Contact. This works great. However, if they decline the meeting, I need to be able to detect that somehow. How can this be done? Thanks
Funnel Analytics Not Working (Or I Don't Understand Them)
I LOVE the visual of the funnel analytics. I'm really excited about building them. I've created one for a client's dashboard that isn't working the way I anticipated. I'll explain the thought process and then show screenshots. I have a custom function that adds a note every time the Contact's "Stage" changes. The note title contains the completed stage's name (e.g. Stage 1: "Invited to Course", Stage 2: "Joined Course"). I then created a funnel component with criteria of Stage 1: "Count of Contacts
Generating Grant Token: Does it require a Cookie? What am I doing wrong?
Trying to follow this guide: https://www.zoho.com/invoice/api/v3/oauth/#overview for generating a token, but I can't get it to work. I am doing the following: Step 1: Registering New Client 1. https://api-console.zoho.com/ 2. Add client server based application
Attachments when Converting from Leads
When I convert from leads to deals there is a question: Where would you like to move the attachments to? Then it gives me a list of Contacts, Accounts, Deals. Is there a way that I can choose more than one of those? I need to attach them to all 3. Thank
Compose Email is giving an error message
The compose email feature in the CRM contacts module is giving me an error after I change the 'from address' to a different email other than the user's primary email. The error message: { "code": "INTERNAL_ERROR", "details": {}, "message":
API Docs Out of Date, link does not exist
Trying to follow this process here: https://www.zoho.com/invoice/api/v3/oauth/#overview Under "Method 2" it gives this URL: https://accounts.zoho.com/developerconsole does not exist, it just fowards me to https://api-console.zoho.com/ What is the correct
Crm leads search
I want to search leads which exact to the My text Like state name is West Bengal v/s West bengal there is difference in bengal where b is small and another B is capital letter. When i trying to search West bengal it shows all data which includes
How to stop duplicate Leads
Hi I can see on fields a way to stop duplicate emails, but this only works on records within the same module. Is there a way the record owner could get an alert if they create a Lead but that email address already exists in Contacts? Ta
Zoho CRM Web Personalisation
Hi, I'm investigating the feasibility of implementing web personalisation using zoho CRM. The goal is to present the visitor different content (for example a different header menu) based on data found in the lead's CRM record. A possible workflow would
Button to record a call
Hi Currently evaluating Zoho against a few other CRMs. One we would like to do is have the ability to record the fact that a call has taken place with a Contact within an Account. Jumping through the Add Call is a chore. I see we can have buttons but
Create # of records to match number in a field, i.e if Qty = 3 create 3 records
I'm writing some code which creates records in a custom module from a subform. Currently the code creates 1 record per entry in the subform. What I want to do is take the quantity from the line in the subform and create that number of records. I.E If
Client Search Failing
I search for a client by name in the CRM using the magnifying glass in ten top right of the screen. It appears at #14 in the list? Why is it not ranked #1? Very frustrating!!!
Integrating Oracle ERP into ZOHO CRM.
Can we integrate ZOHO CRM with ORACLE ERP.
Client Script - Carriage Return/New Line
let message = "You entered:\ntest\ntest"; ZDK.Client.showConfirmation( message,'✅ Yes', '❌ No'); The above confirmation displays: You entered:testtest but I need for it to display You entered: test test For some reason the \n does not return a new line.
Kaizen #61 - Composite API
Hello everyone! Have you ever wanted to make different API calls in a single request? Save up on some API credits while still fulfilling your business case? Reduce the round-trip time of a request? We have got you! The Composite API does it all! What
Generating Grant Token Documentation says 'state' param should be returned, but not is returned
Trying to follow this documentation: https://www.zoho.com/invoice/api/v3/oauth/#overview Under the heading "Step 2: Generating Grant Token" it says: "Upon clicking “Accept”, Zoho will redirect to the given redirect_uri with code and state param. " But
How to get leads without any open activities?
Hi guys, We're breaking our heads here... We want to make a report that selects all leads without any open activities. So please note that we need the leads: - with no activities at all - with only closed activities Thanks in advance!
Trigger workflow when lead converted
Hey guys! I would like to create a record on a custom module based in some information stored on lead record. Is there anyway to trigger a workflow when lead converted or should I create a custom lead converting function in order to make it happen? Tks
Convert Contacts back to leads
Is it possible to change existing contacts back to leads?
Pick List Bulk Option - from predefined choices
When I am editing a pick list properties there is an option under "add options in bulk" to import from "Predefined Choices". I see four or five predefined choices (e.g. Days of the week, time zones, etc) How do I add my own predefined choices to this
IP Address Block List
We have repeatedly had to diagnose and open up addresses on our firewall to supply access to mail integration in CRM. This is becoming a weekly occurrence and causing frustration with users. Can you please publish the entire block of IP addresses we should white-list?
How to Get more than 200 records using COQL Query API
Hey, There is limitation with COQL query API that returns 200 records in a single API call. How can i get more than 200 records with COQL. Thanks
Global Search is Broken
Global Search is broken because of several reasons: 1. Global search does not sort results by relevant order a. If searched words "apple orange kiwi" results display any results containing all of those keywords but does not prioritize the results
API to get Group members / see which Groups a User is a member of?
IS there an API to get Group members for a specific group and to see which Groups a User is a member of?
Enhancement for layout rules
Dear All, We've introduced a minor change related to layout rules: mandatory fields to be checked for APIs. Using layout rules, you can configure conditions and define actions to be taken, like showing fields, showing sections, showing subforms, and
Next Page