How to Create a Report or List across Two Modules that allows for Mass Updating?
I'm trying to pull a list or report of all Contacts who meet a specific criteria from the Accounts module. I then want to mass update a Contact field for those Contacts in bulk. Basically, I want to find all Contacts who meet Contact Criteria 1 whose
Using Client Script to change Canvas ID
In my deals module, I have created two difference canvas. One for personal insurance and one for Commercial insurance. I have a field in Deals called "Customer Type" that is a drop down with two choices, "Commercial" and "Personal". I am trying to set
Remove Zoho tracking wrapper from CRM template emails
Hi All, We have URL redirect rules so that when certain links unique to a user/account are sent via Zoho templates, they should redirect to open the mobile app rather than web (mobile web is not supported). Because of the Zoho tracking wrapper that gets
Attachments Rename
It would be great if you could rename, or make a copy of an attachment in the attachment area. Similiar to the del button.
Canvas assignment rule.
I was wondering is it possible to assign different Canvas to different detail record page base on a field. For example, I have a field called Steps. I would like to have Canvas 1 show when it’s step1 and Canvas 2 for step 2. The Canvas we have are WAY
Rich Text Editor adding extra paragraph tags
Hello, I believe a Rich Text field adds extra paragraph tags that show up as extra spaces when rendered in PDF via a template. See the template's output.. it does perfect at first but starting with the bullet points, it makes a lot of extra spaces: Here
Dynamically populating picklist using v7 API is throwing INVALID_DATA error
Hi, So basically, I've tried all sorts of solutions but to no avail. This is the error I kept on getting: { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body", "status": "error" } And this is the object I'm passing
Convert a CRM dashboard into a presentation in just two clicks
Availability Release plan: This feature is being released in a phased manner for orgs in the supported editions and DCs. [Update | 16 Jan 2025] This feature has been released to all orgs in the supported editions and DCs. Editions: Enterprise edition
Converting multiple leads to the same account
In our marketing we have multiple leads for the same organisation. When we convert one to an account/contact is there any way to be able to convert all the other leads that have a matching company name to contacts in the original Account. Currently I
Search records API returning 204
when using the search API for finding records, the response is 204 no content. I have tried two options of GET https://www.zohoapis.com/crm/v6/Contacts/search?criteria=Email:equals:robert...@...com https://www.zohoapis.com/crm/v6/Contacts/search?email=robert...@...com
Zoho CRM built-in Email validation
Hello, We're trying to do email validation before submitting the data to Zoho CRM to prevent getting the INVALID_DATA error We're just wondering what's Zoho CRM's built-in email validation (in regex?) for the Email fields? Thank you
Toggle UI for Checkboxes
Hey, I would like to have the ability to set Checkboxes to look like toggles:
Simple Request : Insert record to CRM Custom Module via Deluge
I'm quite used to Deluge in Creator, however I can not get the simplest bit of code to work in the CRM. I have full admin access to the system and ensured and am running the script on the Administrator permissions which has access to everything. I have
Client script: checking for problems when calling a connection
Hi everyone! I'm writing a Client Script in which I need to use a Connection to call our custom ERP. I'm doing something like: var res = ZDK.Apps.CRM.Connections.invoke("myerp", "https://our.url/path", "POST", 1, parameters, headers); and it works, so
How to Capture Email Message ID After Workflow Email Notification?
Hello everyone, I have a workflow that triggers an email notification as an instant action. The email is sent successfully, but I need to capture the response (in JSON format) to store the message_id in a custom field for future reference. Is there a
Introducing Image Upload in Canvas
Dear All, Canvas lets you create or redesign your CRM interface beyond the traditional customization options available. You can design the record details page starting from a blank template or using the default template options available, add images,
How many contacts can a zoho Crm account hold? Account meaning accounts where we store contacts associating with the accounts.
Automatically fill in information in a quick create deal (opportunity) when a quote is made
Hello, I would like a help on how to automatically fill out information in the quick create Deal ( we call it opportunity) automatically from the quotes module. In my company, we usually start with creating a quote, then use the quick create option to create an opportunity. Some of the information comes from the quote that would be the same information as in the opportunity such as account name, amount (grand total of quote), currency, and sales office. Is there a way that this can be done?
Zoho CRM Community Digest - August 2024
Hello Everyone, This month, we've got a host of exciting updates to Zoho CRM, including early access to CRM for Everyone, the Beta release of ZDK CLI, the new Zoho CRM V7 API featuring advanced capabilities, and the ability to convert dashboards into
Zoho CRM Quotes for Different Volumes
Hello all, I am looking for some ideas or advice on how to configure products give pricing for the same product at different quantities A. Configure Products So here we are looking for ideas how to "configure products" without having to create a separate
Introducing Zia's integration with OpenAI for Zoho CRM
The integration was earlier available only in the US DC. It has now been extended to the EU, IN, and AU DCs. Hello all, We are delighted to announce the release of Zia's integration with OpenAI for Zoho CRM. This integration incorporates the power of
Appointments, services and Job sheets
If we make an appointment with a customer for a service and create a job sheet the one thing missing is the ability to link to the customers specific piece of equipment. Any ideas please.
How to change Base Account
How do i change my base Account set up on Zoho?
Introducing bulk additions for subforms via lookup and subform permissions for Zoho CRM
Hello everyone, We're excited to unveil two highly anticipated subform features: Bulk additions for subforms via lookup Subform permissions Let's dive into them further: Bulk additions for subforms via lookup One of our most significant updates yet introduces
Converting Client back to Lead
Hi everyone, I am following the instructions here (https://www.zoho.com/crm/resources/solutions/convert-contacts-back-into-leads.html) to build a custom button to convert a client back into a lead. I am hitting the error Failed to save the function Variable
+ Field(s) of Lookup Record
Why can lookup field values not be mapped to system-defined fields in the child record? Ex) I'm mapping Contact info (name, phone, email, etc) via the lookup field to records in a custom module "Locations". Due to this limitation, I'm required to create
Need to extract data based on userid - Confuse on term to "aggregate"
Hello, I have a report that have many dates for many customer. I want to extract the list of all dates that pertains to a specific customer, logged in the portal, and then find the next upcomming date. Is that what is call aggregate ? Or fetch ? (english
Rodger's helpful scripting tips #2 - Subforms
Subforms are very useful but also poorly managed. So here are some helpful tips for when you're managing subform data. 1. Subforms are actually a hidden module within Zoho and you can get data out of subforms for all records. If you've ever tried to create
How to Deduplicate 100s of records that the deduplicate function didn't fix
We imported 100s of records from Zoominfo into Zoho (not unusual) and typically, if there are duplicates, it just updates the Zoho record but for some reason, it didn't this time. Now, we have 100s of duplicates. The deduplicate tool only fixed a small
Zoho Creator Integration with Zoho CRM goes live for Professional Users
Hi all, We're excited to announce that the integration of Zoho CRM with Zoho Creator, previously available for our Enterprise and above edition users, is now accessible to all Professional users! With this integration, Professional plan users can now
Public Portals
Hello! I'm wondering if there's a way to make more modules be able to be public in a portal? Right now I have a portal with Contacts, Deals, and Products all public. But I would really love to have Leads as well. I'm aware that I could just add all the
Important changes to Kanban view for Meetings, Calls, Tasks, and Appointments modules
Last modified on September 30, 2024: These enhancements related to the Kanban view in the Activities modules are currently available for all users across all data centers. Modified on September 12, 2024: This announcement was initially shared as a heads-up
Get Lead Data Converted Record
# Tips of the Day 27 - Jan - 2023 Get Converted Record Data inside the zoho crm the API Call resvp = zoho.crm.getRecordById("Leads", 5388660000014454001,{"converted": "both"}); info resvp; Get data by search Record API search = zoho.crm.searchRecords("Leads",
Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with global
Shipping cost in Quotes
Hi, On most of my quotes I add shipping costs. We have a grid depending on zones. Today I add the shipping cost manually by copy-pasting the price from a spreashit. I'd like to have at least a way to select the applicable price of the zone so I get the
401 w/ blank response while using a valid access token to query records in Zoho CRM
Hi, I'm building a background sync app for my website, so I used the API console to generate a Self Client w/ authorization code. I set the scopes to - ZohoCRM.settings.ALL based on https://www.zoho.com/crm/developer/docs/api/v7/modules-api.html?srcPlan=NewCRM.
Order of the Tags
Hello, I have a full list of tags for my clients. But i'd like to be able to reorganize them and make the ones i'm using the most, on top the list. Can i do that? If not, can you make the option available, a drag and drop. Thanks
Calculate days between date
Hi there, I want to retrieve the number of days between the day I buy a product, to the day I sell. So I can have the days of stock duration. Example: I buy 1 car in January, 10, 2023 - then I sell that car in January, 30, 2023. My. stock duration is
Looking for ZOHO expert to configure CRM setup
I am looking for a ZOHO export to whom I can outsource the following tasks : 1. configure ZOHO CRM to suit our needs 2. Customize the Quotation template. We are a web development agency so we sell hours and not products and as a result 80% of all the
Changes made by Blueprint Transitions are registered as made by an Administrator
There is a HUGE problem with Blueprints. Changes made by Blueprint Transitions are registered as made by an Administrator. Taking advantage of Blueprints we have setup must of the changes in Leads and Deals. Now our Audit Log is FULL of changes made by
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