How to break line in zohoCRM
Hello everyone, I'm currently working with Deluge scripting language and encountering an issue with newline characters (\n). My goal is to format a string with multiple lines, but the newline characters are not being interpreted correctly. Instead ofNew views to manage activities within a record
Dear customers, We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view ofZoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more
Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text supportSent Mail not in "Sent" IMAP folder
I have configured ZOHO to use IMAP. When I send an email from within Zoho, the email does not show up in my "Sent" IMAP folder. Every email client I have ever used, stores sent mails in the "Sent" folder. This is a serious flaw! Please fix this ASAP! OliverAdd additional field to quick search results
IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleineNew capabilities for custom buttons: Elevate UX and CX with just a click!
-------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happyClient Side Scripts for Meetings Module
Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currentlyCRM APP
So the crm can now have image uploads. Great for us doing site surveys and linking them to customers. Unfortunatley the crm app does not show the image fields. Any ideas of must we create a form and then link that?Zia Summary for Account - What is its reach
Hello! I've been working with the Zia summary feature and it's very useful. However, it seems to pull in notes and things directly "on" the Account. If I have a meeting or phone call and provided detailed summaries with the event associated to the account,Search a custom module record based on a date range
Hi , I hope you can share some guidance. I need to look up a record from a custom module based on the Closing Date of a Deal (in the Deals module). Here’s the context: 1. I have a custom module that stores quarterly values (e.g., rates or thresholds).Zoho CRM Notifications API - Channel Expiry
Has anyone built a reliable integration with CRM Notification API (https://www.zoho.com/crm/developer/docs/api/v8/notifications/overview.html)? Need to sync CRM data with my external system and prefer not to use CRM workflows which ist a nice low codeCreate Tasks in arbitrary Zoho Project triggered from CRM [Zoho CRM]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,How to send Messages to Leads/customers
I’d like to inquire about the process for sending messages or follow-up communications to customers directly from Zoho CRM. Could you please guide me on the best way to do this—whether via email, SMS, or any integrated messaging feature? Additionally,How to insert a ZohoUser in a subform field?
I am building an new external web app that uses the ZohoCRM REST API (v8) to push data to Zoho. How do I use the ZohoCRM REST API to insert ZohoUsers into a subform field? I've tried several approaches and none of them have worked - inserting the ID asBasic String Search Not Possible in CRM Deluge – Feature Request or Workaround?
Hi all, I’m trying to solve what should be a very basic automation task in Zoho CRM Deluge: Find the first 11-digit number anywhere in a string (specifically an email subject). In almost any programming language—even 1980s BASIC!—this is a trivial loop:Zoho Finance Estimate to Deal Attachment
Hi, I'm trying to fetch estimate pdf from zoho books and upload it as deal attachment without success. any tips how to achieve this?The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.Invalid Client - Client ID passed does not exist
Hi, Daniel here. i try to generate an authorization code by following this page Authorization Request - Web Apps - OAuth | Zoho Accounts https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=1000.myclientid&response_type=code&access_type=offline&redirect_uri=https://localhost:7195/account/integrations/zoho/tokencallbackGenerate Token v2 api using c# sdk
Hello I am trying to generate a access token using c# sdk but fails every time.is there any sample code so that i can implement that code to insertleads in crm. my use case is i want to insert and update lead in zoho crm. when user signup in my website i insert the detail of that user in crm using API v1. but V2 api is more confusing that API v1 . so please can anyone provide me a sample code of c# sdk to generate token and insert lead in crm. Or is there any way to achieve this without using c#Upsert your missing data without affecting the historic logs
Dear Customers, We hope you're well! Migrating your data from a legacy system to Zoho CRM is a critical operation as it deals with treasured data. In an unfortunate event, if you have missed to move your historical datasets, you have had to repeat theCopying Files Between Modules
Hi, I'm creating a Deluge script and I've hit a roadblock. I'm trying to copy files from one module (let’s call it Module A) into another one (Module B). Here’s what I’m doing: record = zoho.crm.getRecordById("Module_A", record_id); files_toCopy = record.get("Files_From_A");Moving forward, can we change our reports to send record ID's by default?
With the new policy of not including record ID's in reports, is there a way to default to including them in my reports as they used to be?WhatsApp integration isn't very useful at all (no workflow support)
We have set up WhatsApp through Business Messaging. It works, but there appears to be no workflow support for messages that are sent/received! Without being able to trigger a workflow when an inbound message is received, my colleagues would have to manuallyClick to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you{"error":"invalid_client"}
Im sending POST query to https://accounts.zoho.com/oauth/v2/token like this described in https://www.zoho.com/crm/help/api/v2/#generate-access article, but got error {"error":"invalid_client"}. Im first thinking that this my mistake, but after this ICreate your own convert feature in Zoho CRM | Kiosk Studio Session #7
In a nutshell: Want to replicate the leads-to-contacts conversion flow for your custom modules? Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following: Conditional approvals Dynamic module mapping AutomaticSplit View for Zoho CRM : Break down Your Module Data for Smarter Selling
Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well tohow to set the recency in segmentation rules in the last X days?
I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want scoreCard Scanner app creating duplicate Accounts
Hi all, I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts. Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the businessHow do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a fieldIntroducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordZoho Forms CRM Field Mapping
Using the Zoho CRM Field in Zoho Forms, there is no direct integration between the Zoho Forms Time field, and Zoho CRM. We use this single field in most of our client-side forms to collect information. Initially reading this request, you might think thatTimeline View in CRM - a linear way to visualize records over time
Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the recordsIs there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks ChrisUnable to make calls at the moment.
One of our employees has been getting this message all day when trying to make an outgoing call. We use the zoho phone bridge, and all other employee calling works as intended.Quick timeline for each field
Hi, The timeline feature is great, and so is its API. However, both aren't suitable for day-to-day quick fetch of a specific field timeline/history. A very good example of a similar feature can be found with the "show edit history" in Google Sheets. Ideally,How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes
Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.COQL Query using multiple Lookup conditions causes SYNTAX_ERROR
Hi everyone, I'm trying to build a COQL query that includes conditions on multiple lookup fields. Each condition works perfectly on its own — and also the condition on the Payment_Date field works fine. But when I try to combine two lookup conditionsZoho API Deal Creation and Pipeline
I want to sync my zoho crm and backend with eachtoher, I can receive webhooks from crm and sync from it but when I try to sync to crm , I get this error for Deals module Zoho error: { data: [ { code: 'MANDATORY_NOT_FOUND', details: [Object], message:Dynamic user applications for CPQ?
Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comesNext Page
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More controls for User Fields in CRM
Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certainRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
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Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowSearch Records returning different values than actually present
Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"Product details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringCOQL order by COUNT not working
Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "selectCan I get images from an "Image Upload" field in a webhook?
I want to send images from 2 "image upload" fields via a webhook. Is this possible?
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Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
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