Widget JS SDK to Upload a photo to a record in a Module
Good day, I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM. My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html
Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)
Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks related
Creating task at someones date of birth
Hi, I want to create a workflow which creates a task at someones date of birth. How can I do this?
How do I do a formula to join two fields together like first name and last name into full name?
Having issues with this in my custom module. In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means. I've tried to read the formula help guide but it's
Map Contact to Account record based on email domain
Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com
Making emails and notes private......
Having experience using a plethora of CRM's I have noticed that this is one of the pitfalls of Zoho. Many notes and emails we want to add to Zoho we would like to make private or only visible to a set group of people. The attached image from another CRM displays this feature. While company policy at some firms could be that all information added to the CRM is public information. This is a two way street. Lots of companies have employees that are independent contractors in sales industries like
Agent form for car showroom
Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down
Zoho SDK versioning and repositories need permanent naming/versioning changes moving forward
I spent all day on this, a simple problem. Add a note to a lead, retrieve the notes from the lead. Finding samples and documentation is VERY difficult BECAUSE the versioning is totally non-standard. The php SDK doesn't follow SemVer. I suppose it may
Relay Mail Failed
Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails will
Zoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field
Hello everyone We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new: Extended record image support for modules (Android) Predefined text support for WhatsApp messages (Android) Multi-select lookup field
Using Zoho for Quarterly Forecasts and Tracking Sales
Hi, I'm trying to set up Zoho to be useful for our company, and am finding it exceedingly difficult. We sell inexpensive products directly to a large number of accounts. All I want to do is to be able to make quarterly sales estimates, then track how
Introducing Color and Order Preferences for Blueprint Transitions
Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially
The Status in Zoho Finance is inaccurate
We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the
Zoho CRM - Analytics: How Can I Set Monday as First Day of The Week?
Hello, In the analytics section of our Zoho CRM (not Zoho Analytics), we would like to track our SDRs' outreach activity. However, it appears that Zoho CRM treats Sunday as the first day of the week for the "This Week" and "Previous Week" filters. How
In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? automatically
In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? I have one issue between Approach 1 to Approach 3 there is another transition Approach 2 Iam faceing the issue if use the blue print API means i able
HOW CAN I ADD NOTE FIELD IN EMAIL TEMPLATE?
I have an email template which i use as a lost deal notification. I would like to mention "Note" field also which captures the reason for the lost deal. I am not able to do so and i checked with help desk and they confirmed that it is not possible. Is
Filter lookup field using client script
Hi, I used client scipt to filter a lookup field- the trigger is on detail page onload. It works, however sometimes when I start typing in that field the filter is removed and the whole list is shown. What can I do so that should not happen? Thanks
Múltiple Deals when converting a Lead
Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates
CRM API Search Record for Last Name equals "."
When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for
If Problema Formula
Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Record Locking for Meetings CRM
How can I lock meetings module in CRM? For other modules I can use Record Locking or Client Script, to lock some fields But for Meetings Client Script and Record Locking are both absent We have a problem, where employees are able to change meeting time
How to get the Logo
Hii Can you please Help me the how to get the Company Setting Photo using the Deluge I will Write this Code But here Will Fetch the Photo_id but We needed the image curl1= "https://www.zohoapis.eu/crm/v7/org"; info curl1 ; getTemplate1 = invokeurl [ url
Zoho API integration - missing tables even after using MODULES.READ scope across all modules
I tried to connect Zoho CRM to my Airbyte connector. I used clientid, client secret and the refresh token to do so. All I see is 77 tables available after connector. I miss few tables like lead agreement deal contact Can you please let me know, what scope
Bug in Kiosk Studio: GetRecords "Fields to Display" Change does not work
I made a Change in our Kiosk GetRecords "Fields to Display". The change does not appear in the actual Kiosk. Neither on preview, nor on live usage. Configuration: Actual Kiosk:
Field of Lookup Module 2 Way Dynamic Connection
I have several lookup fields in my custom Module And I have added fields from lookup fields to my module In my account module, I have a field called Quarterly Revenue Forecast But this is only one way i-e the field value is only fetched during record
"In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory
I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory
View Filter for Date field type doesn't give option for "not in the last" or "before x days"
I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether call
Email Templates - Increase Width
The email templates created in CRM do not seem to allow to widen the margins. When the template is dropped into an email, the copy is centered in the email. Is there a way to increase the width or the margins so the text simulates a normal email?
Show Call History During a Blueprint Transition in Leads Module
Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have
How to delete more than 100 leads at a time.
We are a call center and we need to upload fresh leads daily. Is there any way to delete all leads only at once. Currently we are deleting 100 at a time. Please anyone who can help. Thank you.
The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers
#CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
Canvas for related lists
Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?
Multiple Zoho Attendees in a Customer meeting
We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so
MS PowerApps Custom Connector
Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.
Zdk-cli
As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment
Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?
So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure
Workflow not triggered by custom function field update
I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. I
Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.
Suburb Categorisation/value
Hi All, I have a list of suburbs that my company services, they are categorised by value to the business using a letter grade (A,B,C,D). When a lead is created I want the workflow to check the project suburb and then assign the related grade to a new
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