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.Canvas rules
I see that we can create canvas rules. However, all I see is a way to define criteria that will control when a Canvas Rule is applied. However, I can't find a ways to define the settings that would be applied when the criteria are met for the Canvas Rule.Any call+SMS (as all-in-one) extension for Zoho CRM?
I've been researching this for a few days now and still have a question: is there a single plugin that integrates both calling and SMS? I see dedicated SMS extensions with no calling and I see lots of VoIP services which people use for calling via Zoho CRM. Many of the latter offer SMS outside of CRM integration (regular web or apps). However, I tried contacting some of them and learned that they don't support texting the same way as calling (like click-to-text and logging inside CRM). Many of mySample 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 andCRM Client Script Buttons
Hello, Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored? Also, custom buttons must beZoho 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 contactAdd merge fields in email template signature
Hello, I've created a mail template which will be used to send follow-up email to the lead we've met at a Industry fair. The leads are added to the CRM by multiple Sales rep, so each e-mails must be sent using: the lead owner email address as sender theGenerating 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 applicationAPI 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 correctKaizen #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! WhatExtracting data from HTML
Friends how are you? I need to create a function to access this data that I highlight in the image, can you help me to extract it? Then I will create the map to my modules, but I can't do the extraction. https://www.trp.com.ar/atencion-al-cliente/tiGenerating 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. " ButCopy 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 happenCRM Client Script Show/Hide fields
Good day, I would like to be able to show/hide CRM record fields by using Client Scripts. I hope this might be considered as a new feature in the future. Thanks!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 butHow 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? TksCanvas and Related lists
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicatingConvert Contacts back to leads
Is it possible to change existing contacts back to leads?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 particularPick 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 thisIP 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?Send mail merge PDF using an email template
I'm looking to create a function that mail merges a PDF document, and sends it via email. The email is sent from an organization email address, and it has to be attached to the "emails" section of the record that triggers the function. Originally, I usedHow 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. ThanksGlobal 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 resultsLinking to a local file from CRM
I have found a workaround (sort of) to be able to open files stored on a local drive from within Zoho CRM. For my use, I want to be able to access my recorded calls from within a contact record. By creating a field called "Document Path" as a text area,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{"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 IHow 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? TaSelect which Campaign Member Status options are counted as a Response
Salesforce has a very helpful feature that allows you to select the Campaign Member Status values that are considered to be a Response. Salesforce also allows for the total number of Responses to be displayed and reported. This allows for a single wayFilter Campaign Member Status options by Campaign Layout
Is it possible to display a subset of the Campaign Member Status Options based on the Layout being used? I run several different types of Campaigns that each have a unique set of Campaign Member Status options. I am planning to create a unique Layout[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 dictionary` to me please? Reference: https://www.zoho.com/crm/developer/docs/python-sdk/import-sdk.html https://www.zoho.com/crm/developer/docs/server-side-sdks/py-overview.html https://github.com/zoho/zcrm-python-sdkAutomatic access to related records with Territory
Here's my situation: An Account record has a custom lookup field "CSM" that is the client manager. When the Account becomes a "client", the Account is automatically added to a CSM's Territory via rules. The CSM can then access the Account, Contacts,Using Zohor CRM Manage Calendar Booking
Hi, Id like to use the CRM's Calendar Booking feature. We have viewing slots available starting 10am. Each viewing slot is 75 minutes. I can edit the Meetings Duration to be 75 minutes, however, on the interface thats shown to a customer, the timeslotsClient 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!!!Exchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!Sales Cycle Duration Calculation
Can someone advise how the number of days are calculated for Sales Cycle Duration? Is it from the time the Potential is created to the time it moves to won/lost/other? Or does it have to do with the age of the Contact? Please adviseClient script to validate field: showError and prevent Save
Hi, I am pretty new to Zoho CRM customization and I would like to know which is the best practise to use client script for field validation. I developed a very simple function to validate "onChange" of a field. When the user enters an invalid value, theDeals, products, forecastsand quotes
Hello, I am new to CRM coming from SFDC. I am trying to set up a sales program using CRM for sales forecasting and customer quoting. What I am unable to understand is how to update the actual quantities of products that are part of a deal which ultimatelyNext Page
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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, andIntroducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowRevamped forecasting in Zoho CRM
Forecasting is an important part of a business's strategy to help set meaningful targets, optimize their sales strategies to help users achieve said target and drive revenue for the business. With this in mind, we've brought a number of different enhancementsTrack and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is criticalNew Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
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Most Discussed Topics
Send mail merge PDF using an email template
I'm looking to create a function that mail merges a PDF document, and sends it via email. The email is sent from an organization email address, and it has to be attached to the "emails" section of the record that triggers the function. Originally, I usedHow to use fields from referenced modules in workflow rules.
I have a custom module connected to Leads through lookup field. How can I use fields from that module as conditions in workflow rule that is triggered by lead creation?Send meeting invite to Contact from Deals module in Blueprint
Hi, Im setting up a Blueprint for the Deals module. At a transition we need to send a Meeting to the Contact. In the Blueprint theres an option to create a meeting, but not the ability to send the meeting invite to a Contact! Perhaps Im missing something?Client script to validate field: showError and prevent Save
Hi, I am pretty new to Zoho CRM customization and I would like to know which is the best practise to use client script for field validation. I developed a very simple function to validate "onChange" of a field. When the user enters an invalid value, theNotes column in Tasks module
Hi, I would like to have a column showing the last note for each tasks, how is it possible? Thanks
Sticky Posts
Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowExtension Pointers - Simple yet significant pointers #8: CRM variables
Getting and setting CRM variable values in an extension CRM variables come in handy when you need global access to a variable across an entire extension. There may also be a need for user-specific data, which the user must provide at the time of installation.Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is criticalRecurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringNew Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
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