How to add a function to delete records.
Hello, I'm trying to make a function to a delete record after a field is updated to a certain response. What I have is the Leads, with a field called Prospective Student Status; and when it's response is Accepted, a duplicate record is created in the
Banging my head trying to parse XML
Hi I am trying to parse an XML in ZOHO CRM. I was able to add a field for the XML to be uploaded so it can be parsed later So far I am able to get the file data just fine, and even to get to the important node of the XML (it's embedded with CDATA) But
How to Cancel Scheduled Call using API
I can schedule calls without a problem for a lead using API. But when we try to cancel all the scheduled/overdue calls for a lead via API, it does not work. Here is our existing script: void Closecalls(int moduleId) { relatedTask = zoho.crm.getRelatedRecords("Calls","Leads",moduleId);
Use ZohoDocumentSign fields in email template/workflow
I am sending out a quote and one of the items they choose in the quote is their payment term(Monthly,Quarterly, Yearly). Once this is signed we send an email via Workflow Rules for some people to do manual tasks. I would like to include this field, "Term",
Export limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports
Dear Customers, We're happy to announce some useful enhancements to our system that will elevate your user experience with data analysis and reporting. These updates empower users to delve deeper into their data, extract more meaningful insights, and
Custom Function To Auto Assign A Task Template to Request
Hello, I'm new to custom functions and attempting to write a custom function that looks at the "request type" assigned to a new request and automatically assigns a specific task template that has been created. Request Type = PIT Training/Certification
multiple fees type
Is it possible to get different type of fees for a single company (for instance the HR team with "Professionnel" accounts and one Admin with a "Entreprise" account) ?
Complex field availability
I use a picklist to manage the "stage" in a custom module. I need to constrain the list of available selections based on the current selection. Example: Pick list is A, B, C, D, E, F, G If current value is A, then only show B and C. If current value is
Deal to Closed Won when Invoice Paid
How would I create a custom function so that when an Invoice is paid in Zoho Billing the associated deal is marked as Closed Won?
Creating Links to attachments in CRM
I have created an application in Zoho Creator that incorporates some information from CRM. One of the things I am trying to do is create links in the creator app to Attachments in CRM. When you request the related list for attachments it returns an object
Authentication - MFA Zoho Applications
I have the following issue: Let's say several person use the same Zoho CRM account. is it possible to set up a MFA for each person for a single account ? I am afraid that once one person log in to ZOHO CRM with the MFA, the other ones cannot.
Function to copy a Formula(Date) field into a regular Date field?
Hi everyone! I've written a formula to determine a certain Date, but it doesn't get recognized by a workflow. I'm wondering how to write a function that would copy that date into a regular date field that I could then use.
how we can make it so that when we create a new Sales Order, the entire list of products with the default quantity is automatically added to it?
Hey, everybody! We are about to work on a large trade show. Our task is to speed up the process of editing Sales Orders as much as possible. Can you tell me how we can make it so that when we create a new Sales Order, the entire list of products with
where to look for the OAuth token if I have a desktop application?
Hi all. I am new to Zoho and would appreciate any help. I want to import order table from my python script. I have registered the desktop application in the console and got Client ID and Client Secret. Now I need to get the OAuth token. However, I don't
User not receiving notification when tagged in a CRM note
I have a user that is not receiving email when tagged in a CRM note. Where do I configure this notification?
Workflow rule for anniversaries do not trigger
We want to send our clients and automatic birthday email each year and have the rule to trigger "Yearly" based on our clients "Date of Birth" so the way I understand it, is that this should trigger each year on the correct day and month since the information
Department breakdown by company
Hello Zoho community! Is there a way to show an horizontal hierarchy with deparments within one account? Right now I only found a way to show vertical relations within Accounts and Parent Accounts. Should we create an Account per Department? ie: Parent
Importing Contacts - Almost ALL mapped fields showing as blank
Hi, I am having an issue importing contacts over to Zoho. I create a .csv as required, and in this csv I include the following fields: Company Name Contact Name (separated into first and last name) Phone Email Title Address Street City State Zip Code
ZOHO is SLOW
Is it just me here in the UK, or is it happening everywhere? ZOHO CRM in particular is running so slowly as to be unusable. You need to sort out your servers Zoho, if you aren't going to start losing customers, this is simply unworkable. It just took
Modify System Generated Notifications?
Is it possible to modify Zoho's system generated email notifications? For example, in building a workflow for the Tasks module, I can set a task to "Notify Assignee" which will send a system email to users. The text within that email (and the subject,
Customizing Ownership Re-Assignment Email-Notifications when the Task Owner is Changed
hi, we would like to customize the Ownership Re-Assignment Email-Notification-Template. Is this possible? We would love to add the "related-to" field into the email to let the recipient know whats the task about. best regards reinhard
Enable Zoho Sheet in the "Contacts" module of Zoho CRM
Hello, I'd like to be able to add an access to the zoho sheet view of the module "Contacts", within this module. How can I do it? I did not find any tips on the internet. KR,
Quote content displayed twice in the Print Preview
I have created a new Quote Template. It is displayed correctly and looks pretty good, but the whole content in the Print Preview, or in the PDF Export is displayed twice after another. Is this a known issue and how can I fix it. Thanks for the support! Radostina Radostina Ruseva
Portals and Custom Branding - Downloads Say "Zoho CRM"
When selecting a module list or a Lead/Job, and then downloading or printing to PDF, the default download file name is [module]-Zoho CRM eg. Leads-Zoho CRM. Is there a way to change this default name? It kind of defeats the purpose of the custom bra
Kaizen #130 - Zoho CRM Scala SDK (V6) - Configuration and Initialization
Hello and welcome to another Kaizen week! In this week's post, we'll show you how to get started with Zoho CRM's Scala SDK, and walk you through the configuration and initialization process. Specifically, we will discuss how to use the Scala SDK to make
Zoho CRM - Create Task With Make.com
Hello, I am trying to create a Zoho CRM Task via the Make module called "Create an object". When running the Make module, it successfully runs, however the Task does not show up on the CRM system. Any ideas? Thanks, Brendan
Client Script Question...
Hi I have written this bit client script but it doesnt seem to be playing ball, essentially I want a notification to ping, when a user goes to edit the field "Total_Refund" but if it exceeds "Total_Spend" it clears the value and notifies accordingly.
Deals not showing up in Module picklist on new Webform
As the subject says, I cannot select a Deal object from which to build a webform? I am the administrator... I don't understand why the Deal object would be hidden from selection here. See screenshot.
Using SalesInbox to import contacts that were CC'd on emails
Hello, We often have clients that will be CC'd on an email and we would like to add them to our contact list in addition to the sender. Is this possible? Additionally is there a way to tell if CC'd contacts are already in the CRM as a contact or a l
Copy Bill to Address to Ship To Address
For 99% of our customers the Bill To and Ship To address are the same, and it's a big waste of time to have to enter the same address twice. Would you please give us a simple way to copy the Bill To over to the Ship To address with the click of a button? If there is some other workaround to use I'm all ears. Thank You
Adding a new user to my Zoho CRM account but this user already created his own free zoho CRM version
Dear All. I am trying to add a user to my Zoho CRM account, but this new user already created a ZOho CRM account of his own. So when I try to add the user it says his email has already been taken. I actually found the following solution: You can add an
Why is our automation lagging or non-existent today?
We have automation based on fields and timestamps. Today, the automation is not creating the note and follow up task. Also, some emails are failing to send.
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Syncing with Outlook Duplicates Events
We are using the Outlook Add In. Whenever we create an event in Outlook, the event is duplicated, sometimes many many times. This only happens when the Zoho Add In is on, so it is evident this is the cause of the problem. I am using Outlook professional
Migrate from salesforce - What do we need and how do we get it from Salesforce
We are leaving Salesforce because they have stopped providing ANY support for sub $150/month customers (including us), so we cannot ask them ANYTHING at all and they have locked a large number of features behind that price as well. However, in order to
Integration from Pipedrive to Zoho CRM
Hi all, In details, I am migrate data from Pipedrive to Zoho CRM, but I found out some obstacles which makes me concerned on migration function based on API key. 1. Is it only happened on Call module and specific fields? (and before it, Lead and Contact
Invalid Module in Zoho Flow Function
Hi, I am having a weird error when trying to create records in a module using Zoho Flow. I am getting a JSON from a webhook and using that data to create records in my "Tickets" module with the API Name "Tickets createResp = zoho.crm.createRecord("Custom_Module_Tickets",ticketRecord);
email integration
Hi i need help .... can i manage incoming and outgoing emails via Zoho which automatically assign them selves to a tasks if one is created. thank you
Select Equity accounts when creating bills or split expenses.
We sometimes have bills that we need to split the cost between an expense account and and owner equity account and it would be great if we could select from equity accounts at the time of bill creation, rather than having to do a journal entry to move
Add notification features
Good day Zoho I would like to know if you can add a splash screen on the client portal where I can add a personalized message for a customer to see when login in to his/her account.
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