Zoho Portal - Access to Associated Contacts
Hello, I am trying to set up a customer portal to our business partners. My example is very similar to the one described in the zoho crm article about portals: "The franchise owners can request to view their outlets' performance and their customers'
Process checklist in CRM
Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't
Attach file/document during the transition of Blueprint and send them in email as an attachment
Hi Guys, I hope you are doing well. We use blueprints a lot in our organization, and honestly, it is one of the great features Zoho has. However, we are missing a few pieces in it and I am pretty sure it would be helpful to other users as well. So here
Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.
Using Custom Scripts to Create Calls with Reminder Pop-up and Email
Hello, I was able to create scheduled calls using a custom script. However, I am stuck trying to assign a 30-minute reminder to the call that was created using this script. I was trying to reference other Community Topics for reminder creation, but they
CreateRecords works only on localhost
Hi, I have a problem with node-js sdk 2.0 and createRecords. Everything works well when creating records on dev but when the project is pushed to google cloud run it will give out this error: If I remove that field it will let me create the record but
Delete Multi Line Text type field whenever it meet criteria using Custom Function
Given that Multi Line Text Type fields can't be deleted using the Field Update option within the workflows I wanted to create a custom function that will perform such an action whenever workflow conditions are met. The reason I want to do this is to be
Zoho CRM: How to Capture Account Records for Companies with Multiple Offices?
Sorry - this seems like the most basic of CRM questions. We have multinational clients and domestic clients with multiple regional offices. I'm wondering how other Zoho CRM users manage this info in their CRM? Duplicate company names in the Accounts
Zoho CRM Users Removed
I have three users that are active in Zoho One however; they were removed from the Zoho CRM application. In two cases, there had been no login w/in 5 months and in the last, no login w/in 3 years. Are users automatically removed from certain applications
Add 365 days automatically to end date
Hello Everyone, I have 2 different date fields, Start Date and End Date, is there way that the End Date field would automatically add 365 days to it whenever the Start Date is created or edited? Any idea is highly appreciated. Thank you!
If condition in Forumla Box
I am trying to insert a formula box with an If condition but I am continiosuly getting error called "Missing Quotes" My if condition contains strings If('${SalesOrders.Deal Type}'=='Influenced',${SalesOrders.Grand Total}/2,${SalesOrders.Grand Total}) I have a field called deal type, what I am trying to write is if the deal type field contains the string "Influenced" then the return value should be 50% of the Grand Total. Somebody please help me with an accurate syntax Thanks! Suraj
To Do List/Checklist
Looking for a way to create a To Do List/Checklist in the CRM. We have looked into the blueprint/pipeline option but as our "to dos" could happen in various stages, it doesn't work for us. It might be an option if we could have more than 1 pipeline but apparently that's not an option right now. What is the easiest way to have a simple To Do List/Checklist? We just want to have a list that we check off as completed. Thank you!
Can I add a checklist to Zoho CRM
I need to add a checklist to Zoho CRM. The checklist will have several options and I can check the options the customer is interested in. Is there a way to do that?
How to "Append" when importing Contact data to a Multi Pick List
Inside CRM I can perform a 'Mass Update' to a Multi Pick List which gives me two options: 1) Overwrite and 2) Append. Append allows me to 'add' an additional value to whatever might currently exist in the field. However, if I now want to import data from
Import Function: ONLY update empty fields
When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty
C# SDK Configuration
In my application I installed these package _ ZOHOCRMSDK-2.1 MySql.Data Newtonsoft.Json My application is .NET Framework 4.6.2 This is my Initialize class code screenshot. I use self client and scope "ZohoCRM.settings.ALL" for generate GrantToken code.
possible to search by uploaded/pasted list of email addresses?
I import leads from multiple sources. Sometimes these include contacts that are already in the database, and we don't import contacts. I currently download the list of failed imports and update them manually one-by-one - very tedious! I'd like to do a
Zoho CRM keyboard shortcuts
Does Zoho CRM have any keyboard short cuts?
Import Contacts with matching Account ID's
I just imported my Customers (Accounts). I would like to match my Contacts to the Accounts by Account ID (created by Zoho when importing Accounts). I do not see a field match for Account ID when importing Contacts. Can this be achieved?
Mapping custom fields from one module to another
I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that
Deluge: how to fetch Zoho CRM subform data
Hey I'm trying to get data from a Zoho CRM subform "PG_Info" to show up so I can merge it into a Zoho Writer template. When I try the code below it returns "null" for all entries. Any ideas? Website r_Deal_Record = zoho.crm.getRecordById("Deals",Deal_Record_ID);
Subform
How to get email body using Zoho CRM API or Node JS SDK
Hi Team, I'm building custom zoho crm widget using Node JS SDK. In that application I want to show contact related emails including the email body. I'm using get related records to get contact related emails, but it only contain the message id, subject
Specific Filed(s) get modified not working
Hi Everyone, I have a workflow rule to automate the Renewal Date Field. The rule will trigger when a specific field gets modified which is the 'Date Completed' once this field gets modified, 'Renewal Date Field' would generate a date +365 days to the
Get the Error "OAUTH_SCOPE_MISMATCH"
Hello, in every case i will get Data from the New OAuth2.0 CRM API i get the error "OAUTH_SCOPE_MISMATCH" Example call/response out of postman what am I doing wrong? The oauthtoken works fine, because i get the Error "INVALID_TOKEN" if i change it...
Is it possible to customise the lead conversion page in Zoho CRM?
I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.
Validate Text Field based on the value in other lookup field in the same Module.
Hi, I want to validate text input when create a new record based on another lookup field selected value in the same module. The flow is, user will select the look up value first. Once done, next user will key-in the text input that needed to be validated.
Send leads to another custom module
Hello In our company, some of the leads we import dont work, disconnected numbers or people not interested. We would like to be able to send this leads to a custom made module. Right now we can only convert a lead into a contact. Is there any way to send
Limit available products in cases from drop down
Hi We have many products in our CRM which are "spare parts" inventory. We only have 4 main saleable products supported using cases. Is there anyway to limit that product drop down in cases to just those few products? Ty
Dashboard Auto-refresh
Why is there no Auto-refresh on the Dashboard? People have been asking for the last 6 years for this function from what I can see in my reasearch, it seems like a very simple intergration for Zoho to achieve. on Sept. 2, 2014, this was added: Support to Auto Refresh Published and Embedded Views Zoho Reports now provides an auto refresh option for the view that you embed or share as Permalink. Now you can set your views to automatically refresh at every N seconds to show latest data. This will especially
Deluge Code to Create A Purchase Order from Sales Order via Button
Hello community, I need a Deluge code to create a Purchase Order from Sales Order. I want to use a Button for this, so when we hit the button, the PO is created and fields are mapped and the PO is linked to the Sales Order and the Deal. I would be extremely
Filtering Deals Using Last Activity Time "older than x days" or "between x and y days"
I wish to create a filter for the Deals module and save the view so we can display the filtered Deals list on the home Dashboard. I wish to save 2 views: - Deals with a last activity time of 3 - 8 days ago - Deals with a last activity time of 9 days or
Revamped 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 enhancements
Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?
This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning. So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
How to get records using Modified_Time greater than specific time?
Hi, I am getting records using 'Record APIs'. Now trying to do 'search records ' bases on Modified_Time. Eg: Like last one day modified records based on Modified_Time. I am trying this way, but getting invalid data error. https://sandbox.zohoapis.com/crm/v2/Contacts/search?criteria=(Modified_Time:starts_with:2018-08-31) { "code": "INVALID_DATA", "details": { "api_name": "Modified_Time" }, "message": "invalid data", "status": "error" }
How do I define the argument in a function?
Hi, I have watched endless videos on attempting to have a record from one module update from another. It all seems pretty self explanatory until I get to the idea of mapping the arguments. On every video when you click "edit Argument" You get a dropdown
Workflow trigger only works if you open and edit a record and save how can we make this trigger by mass udpate
We have a nubmer of new workflows we would like to update 3000 historical records, however it appears we have to open, edit, save, close each of the 3000 records for the workflow to update the fields required. It would be good to be able to achieve this via mass update. How do we do this? Because with mass update we are editing the record, so it is only common sense for the workflows set to trigger on the field update to process.
Retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact
Hi, Whenever we convert a lead to a contact, the Contact in 'Zoho Sign Documents' module will not be updated. I came across this link to solve the issue, however, this solution doesn't work. https://help.zoho.com/portal/en/kb/zoho-sign/solutions-guide/zoho-deluge-integration/articles/set-up-a-workflow-to-retain-the-association
Unit Price vs List Price
Hi Guys I am looking at setting up price books and want some clarity. In the product module there is "unit price". I have been using this price as our sell price for quotes etc. I presume though this should be our buy price from our supplier????? Is this
CRM 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!
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