OAUTH_SCOPE_MISMATCH when attempting to find CRM User Record
In my App, I want to look for records owned by a Zoho CRM user. Therefore, I am attempting to find the relevant CRM user details for the logged in Creator App user. The lookup I am using is: userEmail = thisapp.permissions.loginUserEmailid(); userDetailsHow to implement Steps in Blueprints in CRM
We want to implement all the little steps of our processes into blueprints in the CRM, since it’s very easy to understand. We are now facing the issue, that it get’s really hard to overview so many stages for every blueprint step. We thought about makingTip #7: Create Unique Fields to avoid duplicate records
Hello everyone, We are back with a great tip for this week, yet again, on how you can maintain a clean CRM database. While it's a good thing to drive all your focus on putting Zoho CRM to its best use, it is equally important to maintain a clean, clutter-free system. Following our previous tip "Maintain a style sheet for a clean CRM database" here's another tip on how you can avoid duplicate records in your CRM database. Tip #7: Create Unique Fields to avoid duplicate records With multiple leadMass Update Contact Owner with Account Owner
We somehow managed to have a situation where we have many Contacts whose owner is different than the linked Account's Owner. I've been searching for an easy way to force a full cascade of all our Accounts' Owner values to replicate down to all Linked Contacts' Owner values. From my research it appears this can only be done with either a deluge script of by building a creator app. Is that correct? If so, can someone kindly supply a script to accomplish this? And explain how to execute said scriptHelp Needed with Creating Close % Reporting
Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.If I downgrade the number of users and I payed for 1 year plan would it credit it back to us?
Let's say I have 50 users and I already paid for the whole year. If I delete a user would it credit back to us the amount we paid for the year?Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingSecurity in zoho crm when using credit card info
Hi! In order to make online payments through zoho crm, I created a new kiosk with some input fields (card number, exp date, cvv ecc). Then, the information is sent (through an envokeURL function I created using API) to an external service that managesTrying to count number of records meeting certain criteria and write integer to custom field
I would like to count the number of records in "module1" meeting a certain set of criteria, then take that number of records and write to a custom field on "module2". Something along the lines of : SELECT * from module1 WHERE module1.phase = module2.phaseUser Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)
This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote The updated version uses client script insteadPOS System
Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance.Can i integrate Xero with Zoho
Can i integrate Xero with Zoho, and is this available with the free package or the professional?Sending email to Lead owners about the leads at the EOD
I have tried creating a piece a code in which i need to send the lead count to the respective owners for the leads that are created today at the EOD. I am not able to retrieve all the leads as it is just showing one lead for each user even if there areHow to customize URLs to be dynamic in E-Mail Templates?
We want to setup E-Mails with specific URLs for every contact, but it is not allowed to use record variables in URLs in templates. Is there a workaround?Integrate Zoho CRM with Power Bi
I am needing to create a live access connection to a module, "Clients", in Zoho CRM. I would prefer not to use third party software at all. Up to now, I've been able to get an auth token, and I've created a connection, but neither of them seem to giveKaizen #63 - Layout Rules in Zoho CRM
Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have gotBug: openUrl() not working on Mobile App for "In-App Browser"
I've had a custom button for several years which opens a Zoho Form and populates it with data. This was ideal for mobile users, who used it to capture signatures and complete CRM Cases while in the field. This stopped working mid-May, the bug was reportedZoho CRM -> Books Integration - Problem with Managing Integration User
Hi, I have been using Zoho for the past three years, and my CRM and Books integration has been active from the start. I understand that Zoho CRM integration has recently been moved to the Zoho Finance Module, where Books, Expense, and other finance-relatederror. undefined in Send Email Rest API on Zoho CRM
Hi, I've got a problem with sending an Email to new Leads that are added to the CRM. After creating connection in Make, I had an issue with the permission scope, but fixed this with manually adding scopes to second connection. But now, after trying toCRM - QR Codes and Bar Codes
Hi I am using CRM to run my service team - Asset maintenance business We need to move to and generate a QR code for each Asset we look after. And we need Bar code reading for the testing we do. (pre-bar-coded sample bottles are provided by the lab) DoesDomain Verification
I am in the process of verifying my domain (deltasuccess.com) and find this was added. However, my emails have a From: address that shows this is not verified.New Contact/ New Company Recursion
Hi. I want to add a new contact from a new company. When I add a new contact, it requires I associate the contact with a company. When I go to add a new company, it requires a primary contact. When I try to add a primary contact, it requires an associatedGravity forms to Zoho CRM plugin issues
I am having trouble getting gravity form entries to show up in Zoho. Form entries are being captured by gravity forms, but is not showing up in Zoho CRM. We are not sure why we are having this problem because one of our gravity forms goes to Zoho properly,Email Template Folders
How can I change the order of my email Template Folders?Zoho CRM Image not Sync with Zoho Books
Hi , I have added a product in to the CRM with an image of the Product. All the Details Sync with Books but Image. how to fix it?Let us reorder Email Template Folders
I have a lot of templates to add. Re-ordering templates and being able to change the module that they appear in is vital. I'm not looking forward to populating my templates and adding new ad-hoc templates when things change. It's going to look like anIF Statement formula in subform not working
What is wrong with this formula? I do not understand why its getting rejectedCreate a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."
How to Create a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."Don't get Bulk Write API to work
Hi everyone, I'm facing current problem. I have csv files (+500 row) which I push into a custom module (each row is one entry). I thought its a good idea to use the Bulk Write API (https://www.zoho.com/crm/developer/docs/api/v6/bulk-write/overview.html)A solution for Automatic Printing of Documents from CRM
Currently, there is no way to automatically print documents from CRM. Zoho is not alone in this limitation and it is standard among tech companies to provide limited printing capabilities. Yet businesses all over the world still need to print documentsEmails from contact roles can be linked to a deal in CRM
Hello everyone, From today, organizations (where all users are using the latest email configuration) will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts areHelp needed with COQL query
Hi all, I'm facing an issue with the v2 COQL query. Can someone resolve the issue? Query select Dossier, Status, Toekenning_startdatum, Toekenning_einddatum, Created_Time from Bijzondere_bijstanden where Dossier in (640049000000603044,640049000000550726)Customizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referralsStarting a Cadence on "Closing Date"
Hello Trying to figure out how to have a Cadence begin sending a series of emails starting on the "Closing Date" of a Deal. I see how you can send it based on enrollment but are there any options for Closing Date? Thanks!Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then addopenUrl in blueprints
My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logicallySubform Report
I created a subform under the deal module. This subform consists of attaching images and numbers text. Question: How do i create a report where in I can export and see the images uploaded. If this is not possible, is there a way I can create a reportCountry Drop Down
I see a few questions about this but no satisfactory answers. It is very important that for a global marketing campaign, the country field is from a pick list and not simply a text file. Otherwise USA, US and United States all become separate countries because no one writes the names in the same way. I'm creating a web to lead form to be embedded in a joomla website. How can I get country to be a drop down list? WarrenUTM tracking and multi-lingual Support for Zoho Forms integration with CRM
Hello everyone, We’re thrilled to announce new enhancements to the integration between Zoho Forms and Zoho CRM, including support for UTM tracking parameters, and using forms in multiple languages. Our existing integration allowed you to seamlessly transferZoho CRM Community Digest - May 2024
This May, we shipped several features and enhancements requested by the Community. Dive in to learn more about them and explore the engaging conversations awaiting you in the Zoho CRM Community. Product Updates: New Capabilities for Custom Buttons: ButtonsNext Page
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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 AccessRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedUI Enhancements in list view for Zoho CRM
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,Introducing '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, Imagine
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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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