Passing multiple ids in CRM get records REST API not documented
I know fetching multiple ids has been possible for some time and it work in my implementation: GET /crm/v4/Deals?ids=123,456,789&fields=Deal_Name,Stage,Account_Name ...but it's not documented anywhere in https://www.zoho.com/crm/developer/docs/api/v4/get-records.html
Suddenly flooded with hundreds of spam newsletter subscriptions
This happened overnight. There were 350 in my box this morning. They are mostly newsletter subscriptions. Many are foreign. I don't know if I've been hacked. I don't know what to do about it. I thought it could've been a faulty spam filter at Zoho but
Customer Portal and Field-level Permissions
Under Settings, Users & Permissions, 1 of the 4 menu options is "Field Permissions" Under Customer Portal, I see no such option. My question is "Can I control Field Permissions for Portal users the same way that I set Field Permissions for Users? Thank-you, Kevin
My Profile page is loading forever
Hello, When I click on the My Profile section on my Zoho commerce site, it loads forever without any response. On the network console, I see the following. { "status_code": "1", "status_message": "failure", "api_kind": "kind#user_profile", "error": {
ZOHO Books API Possible to mimic "Add New Card"
Is it possible to mimic the "Add New Card" functionality within Zoho Books through the API?
Zoho Sheet View NOT working after update
Hello, I have some problems Zoho Sheet View, today, after an update notification, the Zoho Sheet View not working, when i click on it i get a exception "Sorry, something went wrong"
What's New in Zoho Subscriptions - June 2023
Hello everyone, This month's updates bring a new edition, a new payment gateway integration and some report enhancements. Here's what's new: Individual subscription metrics in the MRR report The MRR report provides insights into your monthly recurring
Introducing Design On Canva button on Zoho Social!
Hello everyone! We are excited to announce that we have integrated Canva with Zoho Social—our newest feature which now brings the design aspect to Zoho Social. Canva is a graphic design app used by marketers around the world, and merging this tool with
Filtering Contacts based on Related Account fields
I'm going crazy trying to find information on this, which is leading me to believe it's obvious, or I'm trying to use the ZOHO CRM incorrectly. When filtering contacts, I want to filter them based on a field on their related Account. Simple Example: When setting up a mailing list for a campaign, I want all contacts, who's Account belongs to a specific Market Segment, as Market Segment is a field we have on the Accounts module. Pseudo code Example: SELECT Contacts WHERE Contacts.Account.MarketSegment
Add Ability to Add SCRIPT code
We really really really really need the ability to add SCRIPT code to section blocks, or AT LEAST into Header and Footer of website. This should be as high of a priority as possible, because it allows us zoho backstage customers to integrate existing external SaaS solutions to features that we need to have, before having to wait for you (Zoho) to build them. It gives us the ability to supply temporary solutions to missing features from you.
Opening Balance after migrating from Wave
Hi All, I don't use all the features of Zoho Books so not sure how to navigate or action what i'm trying to do. I was a user of Wave prior to Zoho, when Wave looked to close down they offered a subscription to Zoho in which I took up. When moving over
Zoho Desk's ASAP SDK | Feature updates | June '23
We are excited to announce new ASAP SDK features and enhancements. To better meet your needs, we've updated our product with convenience in mind. Let's dive in and explore the new features and enhancements we have lined up for you. Multiple ASAP configurations
How to turn off call button?
Hello, after this weekend new Call button appears next to Lead phone number. It is distracting and we want to turn it off. How can we do it? Thank you in advance, Ivan
Creating Invoice and Package from sales order API
Hey there, I simply need a way to create an invoice and package from a sales order. I tried already the API endpoint "invoices/fromsalesorder" but using this is always chaning my sales order status to "fulfilled". How can I solve that? Can I manually change the status or conntect invoices/packages with sales orders? Is there a way to create a package from a sales order, too? Thanks for your help
Product Description length is limited when Quoting
We have historically quoted small parts with small product description fields with no problems. We are now trying to quote larger packaged systems but we find that the product description is limited to a relatively small # of characters. We may have a
Zoho Recruit- Mass Update Candidate Status - Bulk Import
Hello, When we set up our process we relied heavily on Application Status to be updated through our pipeline. However that has become quite limiting as I cannot use Application Status with Campaigns or Marketing Automation. I have tried to write my first
Leads Importing related
Hi we are trying to import leads in customised format but not able to. So can anyone please help to solve this issue?
Need Help figuring out this script
I need help figuring out how to make this script work : // Retrieve the Deal record dealRecord = zoho.crm.getRecordById("Deals", input.deal_id); // Get the values of the "Referred_By" field from the Deal record referredByValues = dealRecord.get("Referred_By");
allow group booking for a single consultation
Hi, I have a scenario where we meet clients throughout a day in a capacity of up to 4 people. Our session is taking 30 minutes, so through a working day of 8 hours we will have 16 sessions (each can can accommodate up to 4 people). To implement this
L' intégration Zoho CRM avec Ringover
Ringover est une application "Contact Center as a Service (CCaaS)" qui aide les utilisateurs de Zoho à communiquer par téléphone efficacement et à collaborer en toute simplicité. Il suffit de connecter Ringover à Zoho pour que les appels téléphoniques
Can I modify field value 'programmatically' when constructing URL in custom button?
In the lead module, I save the phone number. Then I try to create a custom button so when our user click the button it will open the Whatsapp App in the Web Browser. to open the Whatsapp in the browser I have to open the URL using the format below https://web.whatsapp.com/send?phone=(country_code)(actual
Variants, Composite Items, and... Configurable Items with Ad Ons?
So I had to review a few of these concepts, and felt like there may need to be some clearer distinction made between the abstractions that we use to create associations between multiple items in inventory - sometimes with selections available to the customer, sometimes bundling multiple items into a single SKU, either because something's been manufactured or discounted at a bundled price, or simply for marketing purposes and how we'd like to group associated items on our product pages.. In this regard,
Zoho Creator and Okta
Hi , We use Zoho Creator and PatchManager We have 2 applications in Okta for each and both have groups in AD for assigning users. When a user from the PatchManager group accesses their app it redirects them to the this link https://accounts.zoho.eu/signin?servicename=PatchManagerPlusCloud&serviceurl=https%3A%2F%2Fpatch.manageengine.eu%2FcloudErrorPage%3Ferror%3DURL_RULE_NOT_CONFIGURED&signupurl=https://patch.manageengine.eu:443/signup.htmlZoho
Adding Contacts and Creating Groups
Hi, Am I allowed to add contacts and create categories for them as well as create groups with the free account? I can see the buttons to click but they do not work. Paid options usually open a new tab showing me if it is paid or not, etc. I'm not sure
Integrate subscribed Webcal/iCal calendars?
Is there any way to integrate a subscribed Webcal/iCal calendar with Bookings? I subscribed to an Apple Calendar (iCloud) calendar in Zoho Calendar. When I integrate Zoho Calendar with Bookings the subscribed calendars do not show up. Is there a way to
Linking contacts doesn't process "on edit" workflows
We have Zoho CRM setup with a Student to Class custom module. When we assign a student to a class, it doesn't count as an "edit" and therefore won't process workflows that need to happen when something changes. For example, if the class is full, I need
New feature: Google Meet integration
Hello all, Get ready to experience the ultimate convenience as we proudly unveil our new integration with Google Meet! As online consultations become increasingly popular, make sure you stand out from the crowd with the unbeatable combination of Google
Can we have an override option?
Is there any way to give an override to the final approver in the case of errors on the form?
How can we restrict options?
If we have a from with several options for a question, how can we limit the signer to one option instead of being able to check all the boxes?
Création d'un nouveau module "gestion du gestionnaire"
Nous souhaitons donner accès limité à nos gestionnaires a la plateforme Zoho Recruit pour leur gestion de ses candidats. Nous souhaitons que votre équipe nous contacte afin de l'expliquer ce dont nous avons besoin. Nous imaginons une section dédiés aux
"Add New" Items in stateless forms cause issues when touched on a click "On Submit" workflow
This is a new error. If I select a existing drop down record in my stateless form and try to use it on a onclick workflow, it works, but if I select "Add New" on that drop down and use a new item it wont work. If I exit the form and begin again I can
Monthly Release Round-up - May 2023
Hello everyone, We are happy to share a quick overview of the features and enhancements that were released last month. Enhancements in Web Accessibility Control Two important enhancements that were made under Accessibility controls were: Introducing Increased
Creating accounts map
Hello, I have a database of companies (accounts) in ZOHO CRM linked with ZOHO ANALYTICS. I have several informations on them, including Zip Code, adress, etc. I really need to plot them on an interactive map, but i have a problem using Map Charts in analytics
Quarantine - learning from delivered mail?
I have recently manually delivered numerous emails from a specific domain and I would expect that Zoho mail would learn from this and automatically whitelist this domain for my account in the future (or perhaps even better for everyone?). However email
Discount amount on invoice
Hi, For example, I have a client who orders 1000$. I give him a 10% discount, so his price is 900$. But, rather than showing the discount percentage (10), I would prefer to show the figure (100$) in the discount column. Is this doable? Real numbers look
Workflow rule for packages/shipments - In app notifications/emails
Hello, Id like to create emails or in app notifications for packages and shipments. Anyone know if this is possible? Scenario: Sales team create sales order for immediate invoice/payment and collection. Ideally would like a in app notification to be
How to get a image url
Hi, This is Surya, 1. I want to get the URL of an image that was uploaded to the Zoho creator using image field (uploaded through local storage). I referred [https://www.zoho.com/creator/newhelp/forms/fields/image/understand.html#File_download_URL] to this link but i didn't get the solution. I followed the instructions in the above link.and when i click the button I get an error. Refer to attachment for error. 2.I am trying to integrate with Facebook and i want to post an image to Facebook from the
Greylist problem
I have a postfix mail server with many clients (devices) sending mail through it. I have each of these devices set up to send email alerts to my email address hosted on Zoho. However my mail queue is filled with mails that aren't being delivered because
CRM Analytics - help me understand "previous period" and "previous period relative"
I want to do a week-on-week comparison.
Connect to API using OAUTH from a webserver
I am able to generate the code from step 2, but not the access token from step 3 https://www.zoho.com/inventory/api/v1/oauth/#overview I tried with self client and server-based applications Here is my call to obtain a access token : https://accounts.zoho.com/oauth/v2/token?client_id=*CLIENT
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