How to setup convert lead function in zoho crm blueprint
In zoho crm we have created a blueprint process so what i want is Is there any way to create a convert lead function in blueprint process ? Like when a consultant click on convert lead transition then it convert a lead to deal and contacts. Please let
Due date of invoice not updating after API Call
I am trying to update the due date on an invoice via an API Call but it seems to be not working. I am using the yyyy-MM-dd format json.put("due_date",newDueDate); json.put("due_date_formatted",newDueDate); json.put("reason","Updated Amount Calculation");
Add lookup record with external header in node js sdk
I am trying to add one record with an external id. That custom module has a lookup field and I want to add that lookup value as an external id. I have tried it with API and it worked but not working with Nodejs SDK. Below is code. let record = new ZCRMRecord();
Updating a contact's timeline via API
Is it possible to update a contact's timeline via the API? For example, if we use a third-party email marketing platform, and a contact opens/clicks a campaign they are sent via that platform, can we update the contact record's timeline to show that they
It's Bigin's 3rd year anniversary and we are announcing a special referral program for you!
Dear customers, We're thrilled to celebrate three successful years with you as part of the Bigin family. Thank you for being a valued customer and choosing Bigin to be an active part of your entrepreneurial journey. As we celebrate our 3rd Biginversary,
OAUTH_SCOPE_MISMATCH", "status": "error", "message": "invalid oauth scope to access this URL
Dear all, I have a problem with calling API for Zoho CRM. I'm using ZOHOCRMSDK-2.1. Code for Authorization: Code for calling method Get: Details about the error: Name Value Type ▶ Details {{ "code": "OAUTH_SCOPE_MISMATCH", "status": "error", "message":
Unlock a Candidate
I have a Candidate who I wish to unlock and cannot seem to be able to do so. Can you help
Convert Number into Ordinal
Hello Developers, Here is the solution for converting the Number into Ordinal. For Example: This Idea can be used when lets say you are creating the Dashboard where you are showing upcoming celebrations like work Anniversary for you HRMS Application.
Zoho Recruit - Get All Offered Candidates in the Organization
Hi, I am looking for API that can get me all the candidates offered in the organization. I need the details of the candidates along with their profiles loaded. Any help on this would be greatly appreciated
Zoho Recruit - Batch Download of Candidate Data
I am looking at integration to download the Offered Candidate data through a nightly batch process. Any option Zoho recruit provides to enable the processing?
Zoho Creator User Group meetups in a city near you!
Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across Australia. We invite you to join us for an exciting day of learning and fun. Our meetups are a great opportunity
Sortable lists
Please add the possibility to sort lists or even filter them. Also add drag and drop within lists for manual sorting without copy/pasting.
notebook
Android、iOS のデータを同じにずるには
日本語で問合せるには
日本語で問合せるには
Content shows in preview, not in note—iPad app
When I open the notebook, I can see the correct first line of a note’s content,but when I open the note itself, it is an old version, missing two pages of content! iPad app, latest IOS. Closing and reopening zoho, shutting down and restarting the iPad
New NoteCards show up as created "54 years ago"
Whenever I create a NoteCard on the Zoho Notebook Windows app, upon opening the Android app, I'll see that it's labeled as "54 years ago"
Hyperlinks in Notebook
Why don't hyperlinks in Notebook notes get clickable automatically? This is a big inconvenience in comparison with Evernote. Or maybe I should make some additional settings?
how do I display notebook name longer then 16 letters?
Hi, how can I do that? Right now I can see just about first 14 characters of my notebook name and I don't see way how to see rest.
Error - can't view my notes
Hi, I'm trying to open any note but only get this message: { "code" : 10, "status" : "Failed", "message" : "Unable to download notecard" } What is wrong? /Camilla
Parent & Member Accounts in CRM
We work with a few groups that have multiple outlets (all under different names but owned by a head office). I would like my reporting and home tiles to reflect the deals and revenue from the group as a whole and not each subsidiary. Is this something
Project Tasks - can you have different per hour rates for different tasks (Australian Version)
I have a client to whom I have multiple tasks: 1. Admin @ $60.00 per hour 2. Telephonist, which I want to invoice at $30.00 It looks like ZOHO Projects only allows for one charge-out rate; this is correct or am I missing something?
CRM Hack #14: How to send emails to Accounts in your CRM?
Hello everyone, Let's start the day with a small hack. Every business is unique and the sales routines vary based on the needs. In Zoho CRM , the Contacts are associated with Accounts through a lookup field. So, the emails section under the Accounts is the list of emails that are sent to the Contacts associated with it. There is no provision to send emails to the account directly. Some of our users have asked for a send mail button in Accounts module similar to the one in Contacts module. This
Tip #6 - Remove sign-in and sign-up option on booking page
Having a sign-up option lets your customer register themselves while booking an appointment. This allows them to access the Bookings customer portal and view their appointment history. However, based on the business requirement, target audience, and other
Changing field format
Please advise how to change a field format in Bigin. I have a customer field which is set as text, but now I want to change that field as number. I cannot delete that current text-formated field and add a new number-formated field because I don't want
Email
What is the difference between 'clicking on', and 'opening', email?
Zoho blocking 1st outgoing email every day
I use an email client (Becky) on my Windows computer and retrieve my email from the Zoho server using POP3. About a month ago I began to get a "451 null" error message whenever I sent out the 1st email of the day using my Zoho address. I have to go to
Failed to save the function Syntax error
This is my Script : dealRecord = zoho.crm.getRecordById("Deals", deal_id); velocityLoanCode = dealRecord.get("Velocity_Loan_Code"); if (velocityLoanCode == null || velocityLoanCode == "" || !velocityLoanCode.startsWith("VDMGL-")) { return "Error: Please
Two-Way Sync with Outlook
All I can find is how to add Zoho Projects calendar to Outlook, but could you add an Outlook calendar to Projects as a project?
Accessing Previous Discussions from within a Project
Is there a way to see if there is a previous discussion from within any given project. I know you can manually scroll through ALL discussions, but with over 300 running projects, that can become very cluttered. If there were a icon or something that would
Auto Select Currency on Subscribing
Hi There, The challenge: We have setup a free 30 day trial of our product, the widget is embedded into our website. When prospective customers click on setup trial and have completed all the information from the signup form they are automatically setup
Auto Select Currency on Subscribing
Hi There, The challenge: We have setup a free 30 day trial of our product, the widget is embedded into our website. When prospective customers click on setup trial and have completed all the information from the signup form they are automatically setup
Writer, Show, Sheet apps on Zoho One Panel
Hi. Could you add mentioned apps to the Zoho One dashboard?
Mark invoice as "paid" within Zoho CRM
Hey, i included our Zoho Invoice account into our Zoho CRM account and used it seperatly before. Now i wanted to mark an Invoice as paid within Zoho CRM in the associated contact, but there is no such option. How can i archive this without switching to Zoho invoice? Cheers
🆕 Zoho Recruit - Product Updates - May 2023
Dear all, I hope your work week started on a high note. This month, we’re back with a bunch of new updates to help you hire just better. Please read on to know more. 1) Validation Rules You can now set up a validation rule for specific fields in Zoho
Updating Contact Names
We have some contacts appearing in Cliq with full names and others with their Zoho account nick names. We would like assistance on how to make sure that everyone's nick names appear in all apps rather than their full names. Please advise!
Kaizen #12 - Bulk Read API
Hello everyone! We hope you all are having a wonderful start in the New Year! Welcome back to another post in the Kaizen series! In this post, we will discuss the Bulk Read API in detail. What is the Bulk Read API? The Bulk Read API allows you to export data from a module in Zoho CRM in bulk. The primary difference between the GET records API and the Bulk Read API is the number of records you can retrieve. While you can get only 200 records per Get records API call, you can fetch 200,000 records
Caldav reminders not working
My calendar syncs with my android phone but reminders don't go through in either syncing direction. I normally use Davx5 for caldav/carddav but I also tried the Zoho CalSync app. No reminders using either. I then used Curl to download my calendar by hand
Zoho Creator Open URL Action: Need help auto-populating multiple fields
Please see the code below, it's triggered via Detailed Record View Button. The purpose is to open a separate form via url (popup) and autofill some of the fields with information from the existing record. This code example works great but I cannot get
Zoho Flow (Typeform to Recruit) - Internal Server Error
I made my first Zoho Flow (YAY) and I unfortunately am getting an Zoho Recruit Internal Server Error. The Flow is ... When someone completes the Typeform They select they do not have a drivers license. Their application status becomes unqualified. See
What's New—Jan 2023
Hello everyone, We spent January working on a lot of under-the-hood improvements and squashing quite a few bugs. The result? Backstage runs a lot more smoothly now. And in the midst of all this, we also rolled out some new features that we're sure you'll
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