Integration between Zoho CRM and Zoho WorkDrive
I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf
"Convert" action not available in Workflow Rules
I'm using Zoho CRM Professional. On this page, it says I can use a Workflow to automate lead conversion, but the "convert" action does not appear in the drop down menu : https://www.zoho.com/crm/help/automation/workflow-convert-records.html
Custom Function: Searching Events in the current month - with record count
I hate to be a bother to the fine folks here, but I'm stuck in another function. GOAL: write a custom function to count the number of Meetings each person in Contacts has for the current month, then push that count to a field in the contact record. Spent
Client Script: new value not set after calling setValue() - what's wrong?
I'm new to Javascript and Zoho Client Script, though I have experience developing applications in C and Java. I have been trying to figure out why my code doesn't work and would appreciate help from the community to point out what's wrong. For my current
Kaizen #155 - Frequently Asked Questions on Subforms
Hello all! Welcome back to another post in our Kaizen series. In this post, we will address the most frequently asked questions about Zoho CRM Subforms from the Zoho CRM Developer Community Forum. Subforms Subforms allow users to capture multiple records
Notes formatting
I see that I can format this idea proposal with bold, underlines , colors, and dot points even multi-level dot points However, I cannot do the same for notes in leads, contacts, potentials, etc. in CRM. This makes notes very difficult to read. PLEASE
Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to track
How to populate a multi select field options based on options selected in another multi select field
For instance, If i have a multi-select field "MultiSelect1" with options "Option1" and "Option2", And if both options are selected, How do I populate another multi-select field "MultiSelect2" with options that are associated with those two options ex
client script for RTL in modules
Hi, I'm trying to solve a problem. In Arabic and Hebrew, we cannot use the canvas option, so we can't design a module view. I saw that it's possible to add a client script that works like CSS. Is it possible to make all the fields RTL (so when I type,
CRM API w/ Self Client (Administrator): You do not have sufficient permission to associate this record. Contact your administrator.
I am using the CRM API and am having an issue creating a contact. I've successfully created a contact linking to an existing account by ID, but then when I created a separate test account (which succeeded) and tried to create a contact linked to that
Deluge function getRecordById is missing all Multiselect fields
I'm running a custom function inside a CRM Contact Workflow. I'm able to use getRecordById to get the contact fields, but all of the Multiselect fields are missing in the result. All other fields are present. The code is simple: contactDetails = zoho.crm.getRecordById("Contacts",contactId);
zoho crm lead status changed by itself
something weird here, some leads in zoho crm status changed automatically without any change by me, i updated the lead status as a contact but after some time i checked it and i saw it had changed to junk or something else. any suggestions?
Option to start the whatsapp conversation with a lead or deal from within crm
Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads or
Automatically moving Leads into their corresponding buckets
Hi, I have developed a lead pipeline and created different cadences for various lead segments. After enrolling leads into their respective cadences, each lead goes through a series of follow-ups (in my case, three emails). If a lead does not respond after
Sort on more one column
All, I am writing some reports within the CRM. and would like to be able to do two things: define a sort column by default (that is not a summary column). Can I do this? So e.g. group by Status and sort within that by score. Also, I would like to be able
Workflow automation email notify using the same email thread
Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
Create a button to send email with info from custom module fields
HI, I created a new module to request quotations from service suppliers once it is something we do on a daily baisis. Every day we have a new quotation request that we send to several suppliers and when we receive quotes we analyze to find the best price.
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
Zoho CRM has been very slow recently.
As a frequent user of the platform, I have experienced significant delays in executing any action, with every operation taking more than 3 seconds to complete. This severe lag has a detrimental effect on my productivity and efficiency in completing tasks,
Allow Attachment to be moved and associated with more than one record
Attachments are separate entities. It will make our life so much easier and reduce the size of your storage if we an attach an attachment record anywhere. See notes for a similar situation. A note on the Deal shows on the Account. Do this for attachments.
Why does the Decision Box field not update?
I have a very simple custom function to validate whether a lead is over 18 years old. It reads correctly, saves correctly, and gives the correct output in the log info. However it does NOT update the record. Test data should return "false" and uncheck
Why is there a limit to home screens for users and roles?
Why can there only be one home screen created by a user and only one home screen shared with a role? The CEO should be able to view all of the home screens shared with all roles. My CEO is interested in tracking how the inside sales team is doing, how the onboarding of new customers is going, the field sales metrics, etc. Each team has their own home screen Dashboard- why can only one be shared with CEO? Similarly, if there is a limit of 10 components to a single home screen, than a user should
How to Mass update subject of task?
Hello Everyone, We are using Zoho CRM from July this year. We are using the Task module as a service scheduler for our clients. but my users created the task with the wrong subject and now we have to change this. But the number of wrong subjects task is huge i.e 2500+, I can't change this one by one. So is there any way to update these wrong subject? Kindly help. Thanks & Regards Shubham Agnihotri
Notification Overload!! Can we turn off notifications when custom functions run?
I run custom functions when users create a lead / contact to check for missing data / errors and update automatically. For example: - Leads: if they enter just a zip code I automatically insert the City and State - Contacts: If "phone" is empty I pull
Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs
Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customer
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
HELP IN GETTING MY ACCOUNT ID
im using zoho api , im trying to apply the steps to send email via endpoint : /accountid/messages but for that i need to get account_id by using zohoid , im trying that but the result is : resulted in a `404 Not Found` response:\n
{"data":{"errorCode":"INVALID_OAUTHSCOPE"},"status":{"code":404,"description":"Invalid
Subform - Width
HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click
[Webinar] Automate sequential follow-ups with Cadences
Hi there, Any sales process warrants a lot of follow-ups with potential customers. And most of the time, each of these follow-ups is dependent on when the last one was done, or how it was received, right? Naturally, the onus of these decisions falls on
WHERE TO LEARN JS ZDK Functions FOR ZOHO CRM CLIENT SCRIPTING
Hello Folks, I have trying to implement some stuffs, in the client scripting in Zoho CRM but I am less in knowledge when it comes to the JS ZDK Library Functions. Like for example, things Like get data of a related field lists, learn functions like generally
quote of the day home page
Dear Zoho, Is it possible to show random quotes of the day on the home page for each user? Think of: quotes of the CEO, inspiring people from around the world, quotes of employees. The administrator can then add quotes to a list, and it will randomly show on the home page. This should not be too hard to implement. This would really enhance our CRM! Hope to hear from you guys keep up the good work Jimmy Netherlands
How do I customize the "Update Campaign Member Status" fields (Under Campaings/Leads/Edit/Update Campaign Member Status)?
How do I customize the "Update Campaign Member Status" fields (Under Campaings/Leads/Edit/Update Campaign Member Status)? The choices available under "Select the Status" drop down fields do not meet our needs. We would like to add about 3 more custom
Inquiry Regarding SMS Capabilities in Zoho CRM
I have a question regarding the SMS messaging capabilities within Zoho CRM. Specifically, I am looking for the ability to: 1. Send transactional SMS messages, such as those triggered by workflows. 2. Facilitate one-on-one SMS communication with potential
SheetView- Phoneformat
I have Zoho Enterpise I created a filter in listview ,showing my "not correct phoneformat" It is now 491234567 and should be +49-1234567 So I have sheetview and in column next to the wrong phone I created a colomn PhoneOK, being a FORMULA like ="+"&MID(D2,1,2)&"-"&MID(D2,3,15)
Darshan Hiranandani : How can Zoho CRM be integrated with Zoho WorkDrive?
Hi everyone, I’m Darshan Hiranandani, looking into integrating Zoho CRM with Zoho WorkDrive and would appreciate any insights or suggestions on the best approach. Specifically, I’m interested in understanding how to set up and optimize this integration.
Error while validating field values..
Hello Team, I am seeking assistance with an issue in our Zoho CRM Quotes module. We have configured the following fields: Quote Date: The date when the quote is created. Quote Valid Through: A dropdown field with options like 30 days, 45 days, 60 days,
Email Scheduler Not Working
I have scheduled two reports in the Email Scheduler to be sent on a weekly basis. However, I have only observed one instance where the email was successfully received, and no subsequent reports have been delivered. I need to ensure that these reports
Zoho Reports printing to half page only
Good to see Reports back. I am exporting reports to PDF but they are showing on half the page only, which looks strange. Is there a way to get all the data onto one page? I've tried all the export and print options. I have attached a screenshot of an
Creating a call button which triggers a "Calls" window with Current Call.
Hello, Purpose: Easy to cold call from Leads module without having to enter every single lead. I have been trying to create a button which triggers the same window that "Calls" from the Activities section does. I have managed to create the button. I did that with this script in functions: leadDetails = zoho.crm.getRecordById("Leads",leadId); mp = Map(); mp.put("Subject","Cold Call"); mp.put("Owner",ifnull(leadDetails.get("Owner"),"").get("id")); mp.put("Call_Type","Outbound"); mp.put("$se_module","Leads");
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