.Net integration
All the things I see that are .Net related are fairly old. I am trying to find a good way to integrate with ZohoCRM from a .Net 8 C# application. Something that does not require MySql or Newtonsoft. Something that can be ran in an AOT project. What isKaizen #53 - Sales Orders #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss inserting, updating, and deleting a Sales Order via an API. What is a Sales Order? A Sales Order is a document sent to your customers to confirm the items and prices of a sale. It is usually created after a quote is accepted by your customers, and your items are ready to be shipped or delivered to them. Getting a Sales Order Use the Get Records API to get the record(s) from the Sales Order module. Request URL: {api-domain}/crm/v2/Sales_OrdersSubform Column Freezing and Widths
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challengesColumns width and column freezing in CRM deals and SubForms
The ability to add various columns to a given subform is brilliant and very useful but the inability to not adjust the column width or be able to freeze the first columns limits their use as one can the row identifier one is changing. One of the challengesZoho Books recurring invoicing link to a Zoho CRM Deal?
With the Zoho CRM Finance Integration setup, normally when creating an invoice via Zoho CRM Finance Integration on a Deal, it creates the invoice in Zoho Books with the CRM Deal *Potential link for that invoice. Alternatively, if you create the invoiceFilter Lookup Field In Zoho CRM
Prior to zoho's recent lookup filter update we were able to filter a lookup field based on another lookup fields selection. Their help hasn't been helpful, so starting to go outside the box to see if anyone has any solutions that still works even if itSubform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a userI am looking for the best integration for bulk SMS between Zoho CRM and our clients UK only. Any thoughts please?
We have a database of around 8000 potential clients who have form filled to give us data. We need to reestablish contact with a large proportion of these and an SMS campaign is what we have decided upon. Support have given me a number of potential integrationsCRM will update “tape” if there an event on specific date
Its possible? I’m a weeding photographer and I want to know if there event on the same dateWe have been without Email capabilities and GMail Integration for over 5 days - Business Down. Has anyone else experienced this?
5 Days ago we noticed that ZOHO CRM stopped integrating with our Gmail. All worked fine for years and all of a sudden, no more Gmail integration. Upon further investigation,. we found that we could no longer send or receive ANY emails from./to ZOHO adnNew in Canvas: Customizable tables in related lists, sub-tab grouping, and actions for better navigation
Dear All, The Canvas team has made using Canvas easier and more enjoyable with a few additional customization features that can help you design more effective detail view pages. So, Canvas, as you all may know, is a platform with which you can customizeSelect all records in a custom view at one go!
You can now select all records that belong to a custom list view in one shot. As part of your sales follow-up activities, you may have to often apply certain bulk actions to all records in a custom list view. But up until this point, this was not possible. You had to navigate to every page and select all the records until you reach the last page. This could be understandably tiring and time-consuming. We are pleased to announce that you will not have this difficulty anymore. Zoho CRM now allows youFormula Fields in Zoho CRM - Calculating a sum
Hi, I need to create a formula field which shows the total of what the Unit Price is + 45%. The total amount of this calculation is what I need to be populated in the field. I cannot seem to be able to do this. Do you need to calculate between 2 fieldssetup Trigger workflow or not when mass update
Hi , Is it possible that when we proceed mass update, it allow us control trigger workflow or not. Instead of only above 1000 record do not trigger.CRM Dashboard upgrades: Dashboard Locking, Display large numbers in shortened form, and additional display of record count in KPIs
Availability For new sign-ups Available for Standard edition and above in all data centers For existing orgs Available for Standard and Professional editions in all data centers Available for Enterprise edition in AU, JP, and CN data centers. This isBulk Read Related Records
Hi all, My company is working with Power BI for its analytics and as we analyze the contacts within the campaigns, we need via API to have an access to a bulk read on related Records. Is it possible ? I mean through the cvid of a view, can i get all relatedAuto Field Population
I'm trying to automatically populate certain fields when another field gets populated. We have a service module that contains a customer number field. What I'm trying to do is once that field is populated I need other fields automatically populated. ThatCRM Expert to freelance in our area?
Looking for a local Zoho expert and trainer to help us move over from our 30 year old Goldmine CRM to Zoho, is there any in the Calgary area who would like to freelance for us? Thanks KenData conversion from Goldmine dBase. Anyone done this successfully?
As a potential new user of Zoho CRM, I am wondering if anyone has converted complete data successfully from Goldmine dBase version to Zoho. It seems because of the way Goldmine stores data makes it more challenging. In searching old forum posts, it seems the question has been asked before on how to do it, but there was never really a resolution. I can easily export just the pure contact information, but the historical as well as pending activities are what seem to be a problem. Thanks in advanceDefault view in Email on Company Module
Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is fairly new - it used to have it defaulted differentlyZoho Webform => Zoho CRM
Scenario: => Creating a Contact Layout say "Contact Customized" => There is a field called "Company Website" in the "Contact Customized" layout for obtaining the company website => This field is of type URL => I am Creating a webform mapping to "ContactCounting Checked Checkboxes...
I have 5 check boxes, Monday through Friday. I have a Formula field I want to use to show how many of those check boxes are checked. I have tried variations of formulas that I believe should work, but I keep getting syntax errors. IF(${Attendance.Monday}=='true',1,0)+IF(${Attendance.Tuesday}=='true',1,0)+IF(${Attendance.Wednesday}=='true',1,0)+IF(${Attendance.Thursday}=='true',1,0)+IF(${Attendance.Friday}=='true',1,0)Trying to figure out IF statements...
Trying to learn formulas and having syntax errors for the formula below: IF(${Attendance.Medicaid Level} == 1, 61.49, IF(${Attendance.Medicaid Level} == 2, 76.86, 0)) Basically, if field Medicaid Level is 1 or 2, enter 61.49 or 76.86 respectively. AnyMultiline Rich Text Field truncates when used in a Related List
Hi all I am trying to use a Multiline Rich Text Field in a custom module to display note type information in a related custom module. It appears that there is some character limit (around 500) that limits the display of the field content as compared toCRM Automation date updates
In creating workflows I also created a custom field in accounts. This custom field should be set by execution date. What I want is when a field status is changed in accounts this field is populated with the execution date...but it does not work. ThisKaizen #144 - Assigning values to different field types using Zoho CRM SDKs - Part II
Welcome to another week of our Kaizen series! In our last week's Kaizen post, we explored the various field types in Zoho CRM and their typical uses. We also discussed the utility of our SDK sample codes available in our GitHub repositories and how theyfree edition - web to lead form -email not notification
I am a consultant and was introducing zoho to my smb clients by integrating thier web site with web to lead forms until I found out the web to lead form in the free edition does not support email notification! Anyone in sales will tell you that the lead must be promptly followed up. Having leads sit in crm is not going to work - unless your users are sitting in front of thier zoho crm account - which they are definetly not! I am now pulling zoho integration out of a half dozen accounts dueHow to create zoho books contact from zoho crm custom function
Hi. I am trying to create a zoho books customer from a zoho crm custom function. I got it working, but it doesn't add in the contact information section (screenshot attached), just the billing or shipping address sections. I think i need to add a contactAdd a warning to a field inside a Blueprint Transition
Hey, is it possible to add a warning to a field inside a Blueprint Transition? For example: When a date is set over 2 weeks from now, show a warning.Xero Integration for Zoho CRM Extension- Latest release in 2024
🎊 Exciting news, Zoho Users 🤗 We're thrilled to announce the launch of the brand-new Xero Integration for Zoho CRM Extension, developed to seamlessly integrate your financial data with your customer relationship management (CRM) system-Zoho CRM. OurZoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.
All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building" or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,Problem with default value by using Bulk Write API
Hi guys, I have a problem with the bulk writing API. I have 2 modules. First module ("dataimport") is storing csv file uploads of users. The secound module ("Erzeugungsdaten") should store the data from those csv files. My goal is that each entry in "Erzeugungsdaten"Why do I have to republish a Cadence for it to continue working?
I have a cadence set up that uses a Custom View on the Contact module. The Cadence is set to send an email "Immediately after enrollment". However, suppose the Cadence has run through the first set of contacts, and I add another set with the correct criteria.Zoho CRM Finance integration - How to create Books Invoice linked to deal via API?
Currently, I have a client where I have set up the Zoho CRM Finance integration for their Zoho CRM. But I am looking into a way to create Zoho Book invoices that have the direct link to a Zoho CRM Deal, but through the Zoho CRM API or Zoho Books API?How to Create a Widget in a report in Zoho CRM?
Hello Team, We need to create a widget for a specific records in some report of Zoho CRM. can you please suggest a way to achieve it's. Thanks & Regards, Thisai Moorthy.Multiple vendors for same product
Hi, Relatively new to Zoho, so I figured I'd ask... Just wondering if there is an ability to link multiple vendors to the same product created in Zoho? We are a reseller who buys the same product from multiple vendors and they drop ship directly to ourIs there a quick way to copy the contact details for a Zoho CRM contact?
This has probably been asked lots of times before, but I couldn't find an answer anywhere - Is there a simple 'one-click' way to copy a contacts details from Zoho CRM, so that you can paste it into an email or word document? All I need is to grab 'businessEmail workflow trigger support Inventory module
Hi Zoho, Seems so far Email trigger workflow do not support inventory module. Is it possible to do that? Or is there any method that I can track inventory module email status?Zoho Bookings <> CRM integration
Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in thisHow to use COQL in Zoho CRM's Client script
Hi Community & Zoho Team, Can any one help me with the code for the below scenario. I need to get the records counts in Invoice module with applying two filters. 1) Mailing State = "Given State" 2) Invoice Date is Greater than "01-June-2024" I expectingNext Page
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Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessIntroducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Translation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, ImagineCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
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