Function/Deluge error data type - Script to Assign Contacts to Accounts Based on Domain
Hi, we have hundres of contacts without any assigned company (account). Now we're adding companies and have a field called "domain" where we have the domain.tld (it's cleaned up via another function). Now I have the following script to search for UNassignedCannot get Image Upload to Work
Here is the code I'm using to grab an image and load it to a specific field called Image in a module called Property Pictures: photo = invokeurl [ url :"https://cdn.britannica.com/79/232779-050-6B0411D7/German-Shepherd-dog-Alsatian.jpg" type :GET ]; infoIssue Fetching Data Zoho API
I am trying to fetch these records using zoho api but it returns only first 10 records, but there are 24 of them that can be accessed by pagination This is the url https://www.zohoapis.eu/crm/v3/Matter_Categories/547619000000662695?fields=Solicitors andHow to set Validation Rules on Lookup Fields???
I cannot find the option to setup a Validation Rule on a Lookup Field. Here's my use case: We're in Real Estate so we sell Homes/Units We have a custom module called "Units" On the Deals/Potentials, I have Lookup Field called "Unit Selected" that looksGeneral Notes Report
We're trying to create a report that gives notes from any module (Accounts, Deals, Contacts). I was able to create one before the report editor changed to the current version. But now I don't see how I can do this. I can run a report on with the primaryNeed help regarding the token refresh time
Hello! I have a website where a costumer can book himself a meeting via Calendly. Once the meeting is booked the costumer information is sent to the Zoho CRM and a lead is created. My website is hosted on Heroku and the Zoho CRM token which i need inDashboard shared to everyone with all data
Hi everyone! We made a dashboard that shows the deals statistics, divided by territory. This works nicely for the administrators, but since other users are only allowed to see THEIR own deals, for them the dashboard comes up with limited data. How canSet a default email template for quotes
How can I set an email template as default, so I don't have to select the email template manually everytime I email a quote?Report criteria pattern out of order?
Can someone explain why Zoho CRM doesn't like this criteria pattern? ( ( ( ( 1 or 2 ) or 5 ) and 4 ) and 3) The error message is "Please check the pattern at 5" which isn't very helpful.Predictive Lead Scoring
What is the best practice to implement Predictive Lead Scoring in Zoho CRM? Thanks & Regards Prashant SharmaClient Script: Edit page onChange doesn't fire when selecting "-None-" value.
I have a client script using the onChange event on the standard edit page that updates another field based on value selected in a pick list. This works great except I just realized when you select the "-None-" option in the pick list if you wanted noConversion from Zoho CRM Plus to Zoho One
Hello Team, Has anyone ever moved from crmplus to zoho one? If I paid for the crmplus for a whole year, will the amounts be applied to zoho one?Lookup filter in Zoho CRM
Last modified on 13/04/2023: Lookup filter is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of March 24, 2023, it is rolled out for al Zoho CRM accounts. Find out more about LookupCRM - Duplicate Email Check between Leads and Contacts Module
Is there a way for Zoho to check / error out when a new lead comes in with an email address that is already present in the Contacts Module? We convert our leads into contacts at a certain point in the sales process and occasionally we have that same customerRollup field Support for Custom Modules in Zoho CRM
Hi Zoho Team, Is there a way that we can get rollup fields from a Custom Related lists? Upon checking I didn't find it. Let me know if this can be possible now or Any updates on releasing this feature?Mark custom email fields as functional email for a custom module record
I have created a Client Services module which will contain a record of all active and inactive services I provide to my clients. There is a lookup field to the customer, account, assigned employee and related deal. This allows me to populate email templatesZoho CRM Constant Random Logouts
Hello, My name is Devon, I have been using Zoho CRM for a few years now, and every few weeks, Zoho will automatically log me out, even when I am actively working. This happens very frequently, probably every 15 minutes or so. Afterwards, the login systemAutomatically fill the "Company" field when the lead is created via the webform.
Hello, I have a webform with the fields "Name, Last Name, Email." This webform, after being sent, creates a Lead. Based on the email domain, can Zoho CRM fill in the "Company" field? For example: If I receive a submitted response with the email "user@zoho.com,"Error Logs / Failure logs for Client Scripts Functions
Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way thatSame function in multiple schedules
Hi, I need to use the same custom function in multiple schedules. I am passing in the last_schedule datetime which will determine what happens in the function, but I want schedules for multiple days and times. The schedule is for sending reports, so ITracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible? For example: A leadNo emails in contact timeline?!
I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows onlyTrouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In otherCustom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but whenZoho CRM - Product module, Qty in stock is updated in finance information but Showing 0 in stock information
Hi, I have integrated inventory with zoho crm, As a result of it i could able to see the stock in qty in finance information but in stock information of the product it is showing as 0 even though we have stock in hand. How to auto update it? It should be auto updated when we receive stock and send stock .List of products purchased by a customer
Hi, i need a list of productos purchased by a costumer, so i can offer you a complementary product. I cant find the products module on my CRM and i dont know if can do that? Thanks.Historic Records of a User
Question: If we have a Sales Person they are on the "Sales Person" for the Record and then for whatever reason that person is no longer with the company and we no longer need that User Seat, do those records keep that name in tact to that client so weRich text support for Notes
Hi! Is there an opportunity to add Rich text field to Zoho CRM? We need a field that can save the HTML-formatted text in it. It's crucial for our business. Moderation Updates: As @Andres pointed out in the below comment, I request you all to follow theSeguimiento de campañas mediante UTM
Llevo varios días preguntándome si es posible hacer seguimiento a los leads que lleguen al modulo de clientes desde nuestras campañas de anuncios, encontré que se puede hacer esto mediante un campo de utm utilizando zoho forms, sin embargo nuestro funelLayouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,Sort a supform by date field
Hi, how can i sort a subform on a date field, so that youngest date are in first row? thanks RolfIntroducing multiple location URLs and date picker in Webforms
Hello everyone, Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-upKaizen #141 - Zoho CRM's API Collection in Postman
Hello everyone! Welcome back to another week of Kaizen! In today's post, we will discuss: What is Postman? Zoho CRM's API Collection in Postman Where is it available? Prerequisites for using the collection Forking the API Collection from Zoho CRM DeveloperDynamic individual targets on CRM analytics for salespeople
Hello, Following this thread https://help.zoho.com/portal/en/community/topic/zoho-crm-sales-targets-for-individual-salespeople There is no option today to set a salespeople dashboard template because components' targets are not dynamical. As answeredAttachments Section Workflow
Hi there, Is there a way we can setup workflow notification trigger every time any attachment is uploaded or removed into the attachments section: I would like to make sure that our Managers get notified whenever a document or file is uploaded for ourReview Request within BluePrint
Hi, related to the question and answer here: https://help.zoho.com/portal/en/community/topic/approval-request-within-blueprint Now I can run the approval request within blueprint by separate the stage into several blueprints. However, when I tried toCannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stagesUnable to cancel Zoho CRM Plus trial
Hello I need to cancel an unrequested CRM Plus trial in order to access my regular CRM professional account. Whenever I want to access my data on crm.zoho.com, I am automatically redirected to this page https://crmplus.zoho.com/portalXXXX Whereas accordingPhone masking
Hello! Is there any way to hide the phone number in Zoho CRM from agents and still allow them to call customers using click to call button?Deduplicate - How can I find out if my version of ZOHO CRM can Deduplicate?
We would like to combine all the duplicate records. From Tools I cannot find the Deduplicate tool. I am also an administrator (although there are three administrators. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.comNext 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 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 elatedIntroducing '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
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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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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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