Pass json to ZDK.Client.openMailer TO parameter
Hello I try to make send emails to a list of emails with : ZDK.Client.openMailer({ from: 'example@zoho.com', to: details_output, subject: 'test Mailing List', body: 'Test Mailing List Body' }); where details_output is an array like : [{ "email": "testcarte18078@test.com",Create a field in Leads that is displayed in Contacts and Accounts
I am trying to set it up so that if I create a field "Deals" which I have set up in the Deals module, that any selection made in the Leads module when this is converted to Contact that the selection made under the Deals field in the Leads module willFunction Needed: Update Account or Contact Profile Image
Hey there! Zoho doesn't have the ability to automatically populate company logo or contact images once a domain/email is added to a record. This can be done via Clearbit's Logo API: https://clearbit.com/logo I would like to create a deluge script thatContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save severalZoho Finance Limitations 2.0 #12: Can't sync Books System Fields (Item Category or Preferred Vendor) to CRM Products. Double entry required
We add products to Books and sync them to CRM whenever updates are done. However I still have to do double entry because the Books "Item Category" and "Preferred Vendor" fields are not available as options to sync. Scenario Workflow I add a new productHow create deal with label added using api
Hi, I am creating automations in n8n for Zoho CRM. I want to create a new deal with a label added at the same time. However, I keep getting an error. Using the API, I can create a deal successfully, but when I try to add a label during the deal creation,Not getting copy of emails sent from Zoho CRM in my email sent box
Where is the setting to make sure I receive a copy of an email I sent to a contact in the CRM in my email SENT folder? (I use gmail) ThanksCan I add social media icons / widgets to my email template in Zoho CRM?
I know there are more features in Zoho Campaigns (vs Zoho CRM) when creating an email campaign/template. For instance you can easily add social media widgets. But is there a way to add social media widgets when creating an email template in Zoho CRM? I created a single image in Photoshop of the social media icons I want to include. But if I were to add them in my template using the "IMAGE" component, I will only be able to include one hyperlink (as it is a single image); I cannot hyperlink them individually.Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?
I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (fromImages Added as Attachments to Email
Hello, I am not sure if I am doing something wrong, but I am new to Zoho CRM. I just created my first email template that contains about 5 images. When I test out the email, it includes each of the images as an attachment to the email. Is there a way to remove this functionality/feature so that the images are shown in the email, but are not also included as attachments? Thanks in advance. Jo-AnnIssue with Exact Phone Number Match in Zoho CRM Search Record API
Hello Everyone, I am working on a custom function that works as a REST API. This function receives API calls via a third-party webhook, where the payload data contains various details, including phone numbers, names, dates, etc. A single payload can containHow to Automatically Populate the Deal ID in the Parent Lead After Creating a New Deal with Blueprint?
Hello Everyone! 🎉 I wanted to share a solution to a problem that some of you might have encountered. In Zoho CRM, when creating a Deal from a Lead using a Blueprint, data can only flow in one direction—from the Lead (parent) to the Deal (child). ButEasy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments WillStrange pop up windows when sales order saving.
Hi, May I ask what's the meaning of this pop up window. Our client script don't have this setting..New permissions for accessing emails sent via Zoho CRM
Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email composeTelephony External ID field added in CRM
Dear All, We have an enhancement for users with telephony integrations—introducing the Telephony External ID field. Let's get into the details! What is an external ID field for telephony? External ID fields in Zoho CRM essentially hold a record's referenceSplitting a List into different rows
I am getting a List from a for each loop. But I can't figure out how to separate each item that is separated by a comma. Example Zone 1 - Front Door,Zone 2 - Rear Door,Zone 3 - Side Door I need it too look like this: Zone 1 - Front Door Zone 2 - RearERROR
I deleted a contact card, I want to add it again but it says that the contact already exists. I searched the records and it is not there, and I even deleted it in the trash. The email is this one:xxxxx. Please help!!Kaizen #173: A Comparison of Zoho CRM REST APIs and GraphQL APIs
Hello everyone! Welcome back to another week of Kaizen! Zoho CRM offers two API architectures for its users: REST API and GraphQL API. Each of these API architectures has its own strengths and ideal use cases. In this post, we will discuss the differenceLinkedin Plugin
H, Is there a plugin to allow the connection to LinkedIn and simplify editing? I've looked at a few, but they all seem to be outdated and not working... What do you use or can you recommend?Important updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domainsCRM - Copy data from Single Line to Lookup Field
Hello, I need help to create a workflow with a custom function in order to copy value from a single value field to a Lookup Field. Module : Shipment Single value field API name : Customer_ID Lookup field API name : Account_ID WOuld be great to have someHow to Parse XML Data Returned by API?
I have several APIs integrated with my CRM and they work great. I am having some trouble though parsing data out of a large string/array in Funtions? I need to be able to pull the DeviceId and the WebSiteDeviceName from each PanelDevice. I would appreciateLead Owner not importing all users only main user
I have set up 3 users, 1 CEO, 2 Managers, all users have been verified. I'm using the Free ZOHO version. When I go to import Leads my Excel file has these 3 users listed as the Lead Owner. However when the import completes only 1 user is displayed asHow to increase number of contacts shown in CRM Campaign ?
Hello Everybody, I can't find a way of increase the number of contacts displayed per campaign. It is limited to 10 contacts which is very distressing when I need to update the status of several contacts. What a huge waste of time and energy Is there aMORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.
Client Script $Page.record is null when accessing a record that has entered an approval process (or been "rejected"). Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK...Zoho CRM Workflow Merge Tag For a File Upload
Hello, is there anyway to add a merge tag for a file upload field in Zoho CRM Workflow emails? I don't see it as an option in the drop down. Thanks, Hannah Moderation Update: I'm locking this post as a similar discussion is ongoing in the thread linkedCustom function daily limit and procedural programming
Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don'tStop automatic email linking to deals after it is closed lost or Won & Done?
How do I closed automatic linking of emails to deal which are closed or Won & Done? This is really important for us because sometimes if a new RFQ comes in the email is gets linked into an old deal which is lost or won and done.Mapping for date field from one module to another.
Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customerHow to customize the task reminder notification email
HI guys, I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated byMultiple contact email linking for a deal
How can I add multiple contacts to a deal to have their emails auto link to a deal. At the moment only one primary contact is available for a deal, but we work with manufacturing and power plants where multiple contacts are associated with a deal andAPI (v2) Search Criteria using CONCAT
With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional wayTasks are not visible or clickable anymore
Hi, We're facing problems with tasks connected to a module. As you can see, if we open for example an account record, all open and closed tasks are not visible anymore (only text 'undefined') and we can not click on those tasks. Do you know what isMerging Writer Titles
When merging from CRM into Writer, is there a way to add fields to the document header? This would be very helpful for saving. Is there a way to link the document automatically to the module?Log a Call Function
First, thank you for implementing the Log a Call function. It's been a frequent request on our team before we can adopt Zoho CRM, and this helps remove that. However, one small detail: the reason people wanted Log a Call was to quickly log a call's activity with the minimum effort possible. With the structure of the new Log a Call function, you have required several fields that are unnecessary for most people and that significantly slow down salespeople or CSRs in logging calls. Could you pleaseReport Builder: Create Detailed Email Report for Sent Sales Emails
I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a report which shows all emails sent in the past month by a particular account ownerBluerprints: How to connect the created record back?
I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!Difference: Linking Module Record vs. Subform Row with lookup
In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? WhenCustom CSS in Webform
When creating a webform in Zoho CRM, there are some limited WYSIWYG styling options, but no way to edit the CSS directly to fully customize the style of the form. I am aware that you can use the "source code" publishing option and edit the styles in yourNext Page
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Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toZoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingMeet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
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Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingHow to restrict user/portal user change canvas view
Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world withZoho Flow Credits
Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder toUsing a CRM Client Script Button to create a Books Invoice
Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the
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Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
Update : Zoho CRM For Everyone's Nextgen Interface gets an upgrade! Hello everyone, We’ve updated the Zoho CRM for Everyone Nextgen interface based on your feedback. The UI is now simpler with a unified sidebar, a more visible global search and featuresGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
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