Rich Text Fields using Zoho CRM APIs

Rich Text Fields using Zoho CRM APIs

 Hello everyone!

Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs.
In this post, 
  1. What is a Rich Text Field (RTF)?
  2. Use case
  3. Rich Text Field creation in a module using the Create Custom Field API

  4. Adding values to the RTF using the Insert Records API 

  5. Fetch complete data of RTF using the GET - Rich Text Field API 
  6. Updating Rich Text Field using the Update Records API 
  7. Deleting RTF using the Delete Custom Field API
  8. RTF using the COQL API
  9.  RTF using Bulk APIs

1. What is a Rich Text Field?

The Rich Text field is the preferred choice when there is a need for formatted text and a larger character limit. It can accommodate up to 50,000 characters, including HTML elements that are generated when the text is formatted, making it ideal for entries that require styling and organization, such as product descriptions or detailed client communications. Although tooltips can be added to improve user interaction, the rich text field does not support encryption or mandatory input settings.

Using rich text can improve the visual appeal of your information by providing different font styles, colors, and highlights. This allows for effective communication of important details. Bullet points and numbered lists can enhance readability, while bold, italics, or underlined texts can emphasize crucial information. Increased and decreased indents can help organize data, and the strikethrough feature can easily indicate changes or updates.

2. Use case

Consider Zylker, an org that uses Zoho CRM as their sales management system to store reports or feedback on its employees' sales performance report, total revenue, sales breakdown by product, key achievement, challenges faced, action plan, and to-do lists. These are stored in the multi-line field's rich text format type for better visuals and to identify the important information easily.

Let us see how to create RTFs using APIs, and how to access or update RTF using different available APIs. Note that the Rich Text type of multi-line field is supported from version 6.

3. Rich Text Field creation in a module using the Create Custom Field API

To create a rich text field in a module, first know the module's API name using the GET - Modules Metadata API, then create a custom RTF field in that module.

Request URL to create Rich Text Field : 
{api-domain}/crm/v6/settings/fields?module=Employees

Request Method : POST

Sample Input :
{
    "fields": [
        {
            "field_label": "Feedback",
            "data_type": "textarea",
            "length": 50000,
            "textarea": {
                "type": "rich_text"
            },
            "tooltip": {
                "name": "static_text",
                "value": "employee's feedback"
            }
        }
    ]
}


4. Adding values to the RTF using the Insert Records API 

To add values to the created rich text field, you should know its API name. 
Using the api_name of the Employees module, make a GET - Fields metadata API call to get the list of fields (along with their api_name) in the Employees module. Search for the field in which you need to add values to the Rich Text Field. In our case, it is Feedback.

Request URL : {api-domain}/crm/v6/Employees
Request Method : POST

Sample Input :

{
    "data": [
        {
            "Company": "Zylker",
            "Name" : "Patricia Boyle",
            "Email": "patricia@zylker.com",
            "State": "Texas",
            "Feedback": "<b>Sales Performance Report</b><br><br><span style=\"font-style:normal;\"><b>Salesperson Name: </b></span> Patricia<br><b>Reporting Period:</b>  Q1 2024<br><br><b>Total Sales Revenue Generated:</b> <i><u>$250,000</u></i><br><br><b>Sales Breakdown:</b><br><br><ul style=\"list-style-type:disc;list-style-position:inside;padding-inline-start:20px;\"><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Product A:</span><span style=\"background-color:rgb(93, 195, 90);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\"> $100,000</span></p></li><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Product B:</span><span style=\"background-color:rgb(239, 177, 22);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\"> $80,000</span></p></li><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Product C: </span><span style=\"background-color:rgb(22, 208, 239);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">$70,000</span></p></li></ul><br><b>Key Achievements:</b><br><br><ul style=\"list-style-type:disc;list-style-position:inside;padding-inline-start:20px;\"><li><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Exceeded sales targets for Product A by</span><span style=\"background-color:rgb(255, 255, 255);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">  </span><span style=\"background-color:rgb(0, 176, 80);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">20%.</span></p></li><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Secured </span><span style=\"background-color:rgb(125, 207, 123);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">5 new clients for Product B</span><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">, contributing to a </span><span style=\"background-color:rgb(93, 195, 90);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">25% increase </span><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">in sales.</span></p></li><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"background-color:rgb(93, 195, 90);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Closed a high-value deal for Product C with a revenue of $50,000.</span></p></li></ul><br><b>Challenges Faced:</b><span></span><br><ul style=\"list-style-type:disc;list-style-position:inside;padding-inline-start:20px;\"><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Market competition intensified, resulting in</span><span style=\"background-color:rgb(242, 69, 69);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\"> longer sales cycles</span><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">.</span></p></li><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Difficulty in accessing decision-makers for key accounts,</span><span style=\"background-color:rgb(242, 69, 69);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\"> leading to delays in closing deals</span><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">.</span></p></li><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Some clients expressed concerns about pricing,</span><span style=\"background-color:rgb(242, 69, 69);color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\"> requiring additional negotiation efforts</span><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">.</span></p></li></ul><br><b>Action Plan:</b><br><ol style=\"list-style-type:decimal;list-style-position:inside;padding-inline-start:20px;\"><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-style:normal;\"><b>Targeted Marketing Campaigns:</b></span><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\"> Launch targeted marketing campaigns to increase brand visibility and attract potential clients.</span></p></li><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-style:normal;\"><b>Enhanced Networking:</b></span><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\"> Strengthen networking efforts to establish connections with decision-makers and key stakeholders.</span></p></li><li style=\"color:rgb(51, 51, 51);\"><p style=\"display:inline;\"><span style=\"color:rgb(51, 51, 51);font-style:normal;\"><b>Client Retention Strategy: </b></span><span style=\"color:rgb(51, 51, 51);font-weight:normal;font-style:normal;\">Implement a client retention strategy to address pricing concerns and ensure customer satisfaction.</span></p></li></ol><br><b>To-Do Lists :</b><br>Continued focus on building strong<span style=\"background-color:rgb(255, 255, 0);\"> client relationships</span>, identifying <span style=\"background-color:rgb(255, 255, 0);\">new opportunities</span>, and leveraging resources effectively to<span style=\"background-color:rgb(255, 255, 0);\"> drive further sales growth in the upcoming quarters</span>."
        }
    ]
}


Notes:
  1. If you enter incorrect API names for fields, the system will skip them and the record will be created successfully, but the values won't be added. This rule applies to RTF too.
  2. When using the Insert Records API for bulk records creation and the Update Records API for bulk records update, you can add up to 50,000 characters to RTFs in each record.
  3. For details on supported HTML tags and their attributes, refer to the help document.

The below GIF shows the result of the above input in the UI.

 

When you add values using HTML tags to the RTF via API, the input will be transformed into formatted data.

5. Fetch complete data of RTF using the Rich Text Field API

The Rich Text Field supports up to 50000 characters. Using the GET - Records API, you can fetch only the first 500 characters of the rich text field ('Feedback' in our case) in the response. If the @has_more property in the GET- Records response is true for the Rich Text Field (RTF) value, it indicates that the RTF contains more than 500 characters.


To fetch the entire data, we have introduced the GET - Rich Text Field API in V6, enabling the retrieval of complete data from rich text fields.

Below Sample shows how to fetch full data :

Request URL : {api-domain}/crm/v6/Employees/5725767000002594018/actions/fetch_full_data
Request Method : GET

Response :


6. Updating Rich Text Field using the Update Records API 

Updating a rich text field doesn't require any special steps. It is similar to the process how we update other fields in a record, using the Update Records API.


7. Deleting RTF using the Delete Custom Field API


General notes :
  • Rich text fields are not supported in subforms, List View, Kanban View, Canvas View, Sheet View, Related Lists, Lookup popup, global search, filters and criteria, formula fields, report export, and integrations.
  • Rich text fields are not supported in the Search API.
  • Rich text fields are supported for importing and exporting records, using the Bulk APIs. The data will be exported as HTML content. For example, Patricia will be exported as <b>Patricia</b>.

8. Rich Text Field using the COQL API

Retrieve the Rich Text Fields from a module through a COQL query.  Note that RTFs cannot be used in the criteria. Similar to the GET - Records API, the COQL API response fetches up to 500 characters of the RTFs. To fetch its complete data, use the GET - Rich Text Field API.

Request Method : POST

Sample Input :

 {
    "select_query":"select 'Feedback' from Employees where Company is not null"
 }


Response :


9. Rich Text Field using Bulk APIs

Bulk Read API allows you to fetch a large set of data i.e., you can fetch a maximum of 200,000 records in a single API call. You can export complete data of rich text fields in a module. Note that RTFs cannot be specified in the criteria. 

Request Method: POST

Sample input :

{
    "callback": {
        "method": "post"
    },
    "query": {
        "module": {
            "api_name": "Employees"
        },
        "file_type": "ics"
    }
}


The Bulk Read API is an asynchronous API, the response will not be available instantly; the bulk read job is scheduled. Once the job is completed, it'll be notified in the callback URL. The records are available in a downloadable CSV file or ICS file (for events). 

Below is a sample downloaded CSV file:
Unlike the GET - Records API, the Bulk Read API fetched the RTF's complete data.



See our Bulk Read API documentation to know how to view the status of the scheduled job and download the file in detail, along with more sample requests and responses.

Bulk Write API allows you to insert, update, or upsert a large set of data. In the CSV file module, using the Bulk Write API, you can add up to 50000 characters to the RTFs for each record in a row.

Prepare your CSV file
The Bulk Write API only accepts a CSV file compressed into a ZIP file as input. 

Below picture represents values added to the rich text field:

Please ZIP the CSV file once you add values to the Rich Text Field.

Upload your CSV file :
This involves making a POST API call, with the ZIP file containing the required data. 

Headers
               Header Name
                                   Description
 feature
 bulk-write
 X-CRM-ORG
 Your zgid which you get from the Organization API

Request Method: POST



Create a bulk write job :
Request URL : {{api-domain}}/crm/bulk/v6/write
Request Method : POST

Sample Input for bulk insert :

{
    "operation": "insert",
    "ignore_empty": true,
    "callback": {
        "method": "post"
    },
    "resource": [
        {
            "type": "data",
            "module": {
                "api_name": "Employees"
            },
            "file_id": "5725767000002613001",
            "file_names": [
                "Rich.csv"
            ],
            "field_mappings": [
                {
                    "api_name": "Name",
                    "index": 0
                },
                {
                    "api_name": "Feedback",
                    "index": 1
                },
                {
                    "api_name": "Company",
                    "index": 2
                }
            ]
        }
    ]
}

Refer to our Bulk Write API help document and get more information on how the Bulk Write API works, how to prepare your CSV file, and how to upload your CSV file, and how to check the job status.

We trust that this post meets your needs and is helpful. Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com

Stay tuned for more insights in our upcoming Kaizen posts!

Cheers!

Previous Kaizen Post :
Kaizen #133 - Deciding on the type of applications: Self-client or Server-based?                                                                              

Additional Reading :

Join us for our upcoming Zoho CRM Developer Series: Zoho CRM APIs, where you can explore more about Zoho CRM APIs. Register Now!


    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Top Menu Disappeared from Blog Page

                                                                                                    Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

                                                                                                  • Managing Prepaid Hours for Consulting

                                                                                                    We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?

                                                                                                  • ZOHO Widget SDK not loading in html

                                                                                                    I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

                                                                                                  • Enhancements to Zoho Corp Help Center "Team Requests" View

                                                                                                    Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a

                                                                                                  • Allow Multiple Scheduled Appointments with Zoho Support

                                                                                                    Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

                                                                                                  • Projectwise budget ---

                                                                                                    Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?

                                                                                                  • WorkDrive API Documentation

                                                                                                    WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

                                                                                                  • Error 403: Forbidden When Updating Email Signature via API

                                                                                                    Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

                                                                                                  • Who can see draft replies on tickets?

                                                                                                    We have noticed that we are able to see draft replies made by other agents. Which settings can limit this visibility? It makes sense to me that admins and the agent who created the draft would be able to see the draft, but no one else. How can we make

                                                                                                  • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

                                                                                                    L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

                                                                                                  • Major iOS issues when accessing forms via the browser

                                                                                                    Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential

                                                                                                  • All notes disappeared

                                                                                                    I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

                                                                                                  • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

                                                                                                    Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

                                                                                                  • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

                                                                                                    Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

                                                                                                  • Work Orders / Bundle Requests

                                                                                                    Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

                                                                                                  • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

                                                                                                    The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

                                                                                                  • QR codes in templates

                                                                                                    I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

                                                                                                  • Button Display Conditions

                                                                                                    Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

                                                                                                  • Knowledge base: The nitty-gritty of SEO tags

                                                                                                    A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

                                                                                                  • Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

                                                                                                    Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or

                                                                                                  • Custom function daily limit and procedural programming

                                                                                                    Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies

                                                                                                  • Unified customer portal login

                                                                                                    As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

                                                                                                  • Welcome Link Expired

                                                                                                    Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

                                                                                                  • New enhancements: Changing portal users' email addresses and new customization options for templates

                                                                                                    Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

                                                                                                  • Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

                                                                                                    Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion

                                                                                                  • New Built In QR/Barcode Generator Print Settings

                                                                                                    I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The

                                                                                                  • Zoho One. Client Script

                                                                                                    Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?

                                                                                                  • Calendar View for Zoho Tickets

                                                                                                    Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.

                                                                                                  • Delete / Modify Default Career Site - Zoho Recruit

                                                                                                    Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only

                                                                                                  • Workflows for Timesheet

                                                                                                    Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

                                                                                                  • Is it possible to hide Developer Space for all user in Zoho Projects

                                                                                                    Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

                                                                                                  • Introducing automation and utility conversations in WhatsApp marketing

                                                                                                    We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

                                                                                                  • Extracting data from cells in zoho sheets for zoho books

                                                                                                    I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow

                                                                                                  • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

                                                                                                    Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

                                                                                                  • Pulling Specific Products from Sales Orders in Books to a CRM Record

                                                                                                    We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.

                                                                                                  • Você já viu os cursos do Zoho Mind?

                                                                                                    Pessoal, Tem uma plataforma da Zoho chamada Zoho Mind, muito interessante os cursos e vídeos tutoriais que lá possui. Para a turma do Zoho Creator, tem uma dica de Buscar dados em Formulário, segue o link e clique em Zoho Creator. https://www.zohomind.com.br/#/videostutoriais

                                                                                                  • Como gerar gatilhos para pagamento de impostos no Zoho Books?

                                                                                                    Olá Pessoal, boa tarde! Gostaria de saber como vocês estão escriturando os impostos a pagar no Zoho Books. Vi que temos a opção de Bills, porém se eu escriturar nesta aba do Zoho Books para gerar lembretes de tempo de vencimento por exemplo vai refletir

                                                                                                  • Subform Time field to string.

                                                                                                    Good afternoon All. I have a Subform 'Delivery_Receiving_Hours' that captures Day (Dropdown), Time_Open (Time), and Time_Close (Time). I need to capture this data and send it to a multiline field in the CRM. The code, posted below, below will capture

                                                                                                  • workflow for bounced email gets triggered, but email is status = opened

                                                                                                    Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce

                                                                                                  • Data export

                                                                                                    I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please

                                                                                                  • Next Page