Zoho CRM Validate Field with a Function Cannot Get Vendor ID
I am working with the Vendor module. I am validating a field using a function. I use the Vendor ID associated with the Vendor Name in a subsequent look up. The code I use is: // First two lines are the standard reading of the record passed to the
Custom Function: Deduplicate Leads and Contacts
We get some leads from a contact form in our website, and we would like to prevent creating a new lead if a contact with the same email address exists. We are looking for a custom function that helps us to identify if there is an existing contact with
Unable to retrieve the image upload item.
I would like to use the items in the red frame part of the photo to obtain the IMAGE information. I have tried to get the information from api and getRecordById code, but none of the information is listed. Is it possible to get the information of the
Option to remove Zoho unique IDs from scheduled reports
We have several reports which run daily to inform us of our users activities, calls, over due tasks, etc. Every time one of these reports is produced there is a column for the zoho unique ID for the task, or call, or lead or whatever record is being listed.
Business Messaging
Hi, How do you uninstall or change the number for WhatsApp business on zoho crm? Regards, Sheeza
Zoho and online community website
Hi, I have been looking in Zoho CRM the last few months and know it will help our business in a positive way. Especially the account managers and the sales process. We are going to build an online community website where in the 1st phase we are going
Outlook 2016 Zoho CRM Integration
Hello, I'm not able to find the link to Zoho CRM addon for Outlook 2016. I've read several guides/articles, but looks like they are all outdated. The only available option in Marketplace > Microsoft > Outlook is the integration of CRM with Outlook 365.
Free third-party service for sending sms
I've looked into a few ZOHO CRM extensions for sending SMS and voice messages so far for mobile version of my site https://sloboda-studio.com/ . However, these are paid services. I'm wondering if there is a free, native method built into Zoho CRM, or
Finishing a task
Hi! How is it possible to change the settings regarding finishing a task? We were able to finish a task through a green finch in every module. However, at the moment the green finch disappeared within some modules.
Create button that only appears on certain layouts
I have a button that I have created for a module, but I only want it to appear on certain layouts. Is that posible?
Modifying custom function for record creation
Hey Everyone, Posting here to get some thoughts about an issue. My organization uses a custom function to transfer a record from Deals to a custom module (Lab Services). They are looking to move more info over from the Deals record, but I can't, for the
Add :contains: search query term to Zoho CRM widget SDK
Hello, a frequent piece of feedback I'm getting from users of custom widgets I have built is adding the ability to search for a record using contains/like instead of equals or starts with. Starts with as a filter logic works great when the value being
Duplicating/Cloning Views
I have asked about this before, but I really, really could use the ability to duplicate/clone views. I have many views where all I need to do is change one criteria - however I have to recreate the whole thing all over again each time. Am I missing something
How to find more than 200 records of account using C#? API
Dear all, What I found on the Zoho website about fetch is: The page and per_page parameter is used to fetch records according to their position in the CRM. Let's assume that the user has to fetch 400 records. The maximum number of records that one can
Filter Help Required
Hi all, I need to filter my leads using info in 'Description' [large 32000 characters multi line field] and then be displayed in my view. That option is not present. What do i do? Regards Akash Kedia
Feature Request: Folders for Workflow Rules
Would be good if you could add the ability to organise workflow rules into folders.
Is there a notification feature for notes
Hi, I just want to know if there is a notification feature for notes in Zoho CRM. Whenever any user adds or updates notes, admin should get mail notification alert with notes content Regards Ram
Error uploading attachments
Today the following incident occurred, when attaching a file it threw an error. Attached evidence of the error. It is also not possible to attach files in the notes section. Hope you can help me, Thanks,
Community Digest - September 2022
Announcements: You can now analyze the tone of an email in great detail! Introducing Zia Email Emotion Analysis and Zia's Consecutive Negative Sentiment Alerts. Check the post to learn more about the enhancements made to Zia's Email Intelligence. Meetups:
Zoho task notify creator when completed
I would like Zoho to complete the communication loop when we assign tasks internally. We are using “Tasks” to assign certain steps in our process to others internally who oversee that function/work product/etc. The Task owner receives the task and an alert by email. Once he/she completes the task they “close” it in zoho. What I would like to have happen is when they select “Close” in the task when closing the task signifying it’s completetion I’d like ZOHO to send a notification to the task creator
Zoho CRM Calendar attendees availability check
Hello, does Zoho CRM Calendar checks the availability of attendees? Thank you Antonio
Date Auto-update in Email templates
While I create an email template in Zoho CRM, I insert a merge field with my opportunity closing date: ${Potentials.Closing Date} I would like to know if their is a way to auto insert this date + or - 1, 2, or more days? I could therefore auto scale the
C# ZCRMSDK link contact to account
Hello everybody We’re using Zoho ZCRMSKD to code an application in C# who synchronise the Accounts and Contacts between our ERP System and Zoho CRM. At the moment we’re facing a problem we can't solve by ourselves: When we add a new Contact in Zoho
Sync multiple Google Calendars (personal + org calendar) to Zoho CRM
Hello, I've integrated my personal Google Calendar into Zoho CRM. As we also use an Organization Calendar, is there a way to sync events from the Org Calendar on Google to Zoho CRM Calendar? Thank you
Focus Group Webinar - Integrating Zoho CRM and Zoho Books
This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching
Update a contact
My main contact is no longer in a customer company however, all of our projects show him as a contact. Can I do a group change to update the contact to someone else? I don’t want to lose the comments, but I believe they should be attached to the project,
Mandatory Last Name Field
The LastName field in Contacts should not be mandatory and unchangeable. I often meet people, know their Firstname and Mobile number but not their last name. Andrew Scott
Is results equal zero column not to appear.
I have a sales order, with a column for discounts. Some clients don't receive a discount. Rather than having a column that says discount with a zero, I'd prefer the whole column to be hidden. Is this possible?
Conversion Ratio Formula Assistance
Hello, I have a request to provide multiple time period conversion ratios on a single dashboard that can be seen at the same time, in otherwords, not using the user filters. I think I have what I need, but when I try to save the formula, I get the below
Social module doesnt alert us when we receive a facebook msg
Hi. Ive connected our Facebook account with the Social module. I can see conversations/threads. However, when a Contact msgs us on Facebook, theres no alert or anything notifying us of this. We dont know a Contact has msged us unless we look at the Social
Pull data from accounts module into meetings module
I want to pull data from the accounts module into meeting records. For example, I have a meeting with John Doe on the ABC account. I want the meeting record to pull in various fields from the account module along with contacts associated with that module.
Advice About Inventory
Hello all, I was wondering if you have any experience / advice on how to make Zoho work in a way that makes sense for us. We need an inventory module to manage our inventory. Naturally the first stop is to look at Zoho Inventory. However we cannot link
Issue updating amount in CRM using deluge
Hi, in need of some help! I am new to deluge and running into an error! I am trying to very simply pull the data from one field and update another. getting this error; Failed to execute function Argument type mismatch - Found 'KEY-VALUE' but Expected
Zoho CRM API version 2.0 sunset date.
Hi, Since version 3.0 of the API is out now, are there any plans or dates announced for the deprecation or sunsetting of version 2 of the API? Any help or information would be greatly appreciated. Cheers
Is it possible to get Outlook Emails to appear in Zoho automatically????
Hi, is there any easy way to get the Outlook emails to and from leads and contacts to appear in Zoho automatically? We are running with Outlook 2010 with the Zoho Add-in and have so far just started using Zoho with a few enquiries being entered via our
Zoho CRM's V3 APIs
Hello everyone! We are happy to announce the release of Zoho CRM's V3 APIs! While the previous versions are stable and widely-used, V3 brings you a set of rich APIs that can satisfy your business needs quite easily. Read on for a brief of the updates
Integrate with external API
Hello, triggered by a field update in CRM leads module, I need to push something to an external API. I've got this running using automatins/actions/webhoolks. The external API responds with an OK200 and some JSON information in the body. How can I use
Generic Script to Map Subform Fields from one module to another
Hello Zoho people, I was wondering if anyone is willing to lend a hand. I need a generic script to map a subform from one module to another, based on LookUp, using workflow automation. Generic I do not mean something which work everywhere, which is not
Synchronization of two records in different modules
Hi, I intend to use zoho Crm for my company. I am testing it, but right now I have a problem I have created an Advances field in the "DEAL" form A "RECEIPTS" module has been created which must report all the values of the advances created in leds automatically
Get just the ID of a related contact to a Accounts
HI I am using the follwoing code, it should work but I akeep getting a error contactdetails = zoho.crm.getRelatedRecords("Contacts", "Accounts", 4994407000000372612); info contactdetails; contactID = contactdetails.get("id"); info contactID; I get the
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