Write in the Voice Recording field in the calls module via API
Hello, The Voice Recording field in the calls module is a nice little improvement but it would be far more practical if it was possible to populate it via API rather than manually. Thx for considering it !Zoho Projects Calendar Integration with Zoho CRM
My company uses Zoho CRM as their main centralized calendar. We also use Zoho Projects to manage our projects. However, it doesn't appear that the calendar on Projects does not integrate with Zoho CRM (although I can integrate Projects with the CRM).(Cancelled) UK In-person Zoho User Group (ZUG) Meetups - Learn, share and discuss all things Zoho
Hi there, Hope you all are well. We're thrilled to announce the next series of in-person Zoho User Group (ZUG) meetups in the UK. Following the success of our first leg of meetups in 2024, where Zoho experts had the opportunity of engaging with users.How to trigger a specific workflow from Deluge?
Hi all How do I target a specific workflow in my code: updatedeal = zoho.crm.updateRecord("Deals",deal.get("id"),dealmap,{"trigger":{"workflow"}}); I dont want to trigger every workflow assigned to a Deal when its modified. I just want to trigger a specificDeduplicate Accounts in Bulk
I have a number of account record duplications in my Accounts module. The built-in deduplication is one by one and tedious, definitely not built for scale. I do understand the challenges in just doing this in bulk, but I'm hoping there's a faster way.Function #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justGet Records Request Pagination problem with Notes - TOKEN_BOUND_DATA_MISMATCH
My first get request for the Notes table works fine, but when I grab the "next_page_token" from the first Json response and pass it in my request for the second page as "page_token", I get the following error: { "code": "TOKEN_BOUND_DATA_MISMATCH", "details":Setup an automation for Membership start date and end date
I am looking to create an automation or work flow that if a membership start date exists , it should automatically set an end date for after 16 weeks ,but send a reminder to me on Slack at week 14 , to talk to a client. It would be great if someone canEmails Settings Under Company
I would like the emails to and from the contacts associated with this company. However under Modules there is a default emails module that auto populates with settings that do not allow us to view all. The settings are defaulted and uneditable. The firstDeluge function failing field update using Deal ID
I'm receiving this error with my function and cannot understand why. Value given for the variable 'id' does not match its type at Line Number: 1 This is my function. Essentially I want to get 2 date fields from a Deal record and populate a third fieldIssue with developing CRM widget
Hi all, I'm experiencing an issue with Zoho CRM widget development for our customer. The following occuers: Every account in CRM has multiple underlying modules with data. For a dashboard I want to load this data with a search query on de JS SDK. ExampleIs the "schedule 10 mass emails/module" limit a per user or per organization limit?
For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user orサブフォームを他のタブで参照できないのをなんとかできますか？
私はコワーキングスペースを経営しており、顧客管理をzohoを使っています。 質問したいのは、どのように人に対するプランを紐付けすれば良いか、です。 朝プラン、昼プラン、夜プラン、深夜プラン、土日祝プラン、他にもオプションがいくつか用意しており、 顧客は「夜と土日祝」など、複数のプランを選択されます。 いくつ選択されるかわからないので、商談タブの中でサブフォームを使って管理するのがいいとは思うのですが、 ①連絡先タブで顧客一覧を見る時に、どのプランに入られているか、詳細を表示させたい（レポート機能を使わずに可能かどうか）I receive the email but they don't...
Here is a workflow in CRM : - when a deal is closed in the compliance pipeline then - send an email to my mates and meHow Come Deals/Potentials records retrieved using deluge integration functions don't contain 'Pipeline' value but API Get Recrods request DOES return Pipeline
Hello, Seems like several places this question can be asked so I'll give it a shot here. When using zoho.crm.getRecordById() deluge function and retrieving a record from the Deals/Potentials module the returned data does not include any info about theError from JustCall API
Hi Everyone I am attempting to use the JustCall API to send messages. I have the following that I am sending to the API: message_Map = Map(); message_Map.put("body","testing message"); message_Map.put("justcall_number","+61483942873"); message_Map.put("contact_number","+61413152929");Is it possible to integrate issabel PBX with Zoho one CRM?
Is it possible to integrate issabel PBX with Zoho one CRM?File upload support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to file upload fields.Dashboard Report for Leads/Deals without Activities
We're trying to create a user-facing dashboard view that indicates counts of Leads and Deals missing activities. The idea is to identify Leads and Deals that have no calls in their activity history. Leads and Deals both have 'Untouched' filter parametersMeetings: "Related to" entity types
Hello! When adding a new meeting you can specify a "related to" property. The dropdown contains "None" "Lead" "Contact" and "Others". When you select "Others" a new field appears that allows you to select Account, Product etc... We rarely link Leads orEmail Tracking and Templates from inside Gmail
Is there a way to track email opens on emails sent directly from gmail? Also, is there a way to make email templates accessible in gmail when composing an email? We used to use Hubspot Sales and it had both of these features. My reps prefer sending emailsCustom token persistence - Python SDK
Hallo, Python-SDK version 6.0 https://github.com/zoho/zohocrm-python-sdk-6.0/blob/master/versions/5.0.0/README.md#custom-persistence How can I get can I get CustomStore token persistence to work? I have used FIleStore before with no issues, but I wouldAll Types of People should share one table. All types of Companies should share one table.
I want all PEOPLE in the same place. It's very inefficient for Leads to be separate from Contacts. They should all be contacts, with "Lead", "Friend", "Info Source", "Media Contact", and other custom person-types in a "Type" field. This is evidenced byZoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activitygetRecords - 200 records at a time limitation - how to handle this - looking for a source code example
Hi all, Just wondering if anyone has put together the 'buffering' logic, or looping logic, needed to deal with the limitation that you can only pull 200 CRM records via the API at a time...which is obviously an issue when you have more than 200 records in your CRM. Has anyone looked at this in detail, and written the deluge script to handle it? Anyone from Zoho volunteer a solution? I think it's tricky (or at least cumbersome) without a Repeat/Until type statement for even a traditional 'For Loop'.Kiosk Studio limit in Zoho CRM Enterprise
Hi, We are using Zoho CRM Enterprise with 30 active users. We have created 5 Kiosks and hit the limit. Why limit is so low?Multiple Users for Portals
Is there a way to set up Portals so there can be different 'users'. So they can have an Leads access that can only be accessed by one email login (sales team), but can still convert Leads to Deals so other people in the office with a different login canSub-Formula Not Showing Negatives
I have the attached budget tracker in a subform, and using the forumlar: Abs(0+${Builds.Total Estimates}-${Builds.Total Invoices}) or Abs(${Builds.Total Estimates}-${Builds.Total Invoices}) but it is not showing negatives as negatives. Is there a wayassigning leads to owner based on time of day
We would like to have all leads outside of business hours assigned to person 1. The rest should be assigned to person 2. Monday to Friday (day 2 to day 6): From 8:30 am to 7:30 pm: leads are assigned to user 4972398000074706001. From 7:30 pm to 8:30 am:"why images available in zoho website builder is less size means below 50 kb"
"why images available in zoho website builder is less size means below 50 kb"ZOHOCRMSDK-6.0 Token issue
Hi I get an error regarding tokens when want to retrieve a record. i have a class constructor which contains this : new SDKInitializer.Builder() .Environment(environment) .Token(token) .Store(tokenstore) .SDKConfig(config) .ResourcePath(resourcePath)Search through email contents
Is there a way to search through the email history of a lead? Meaning if among the 50 emails to a lead about different topics I want to find all the ones with the word "pizza" in the body of the email, is that possible? Thanks for your help, HananDoes Client Script work on Zoho CRM Portal?
Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!I need a solution with timesheets
I am currently a CRM Plus user. I run a staff augmentation business model whereby I hire a contractor and place them at a client location. That contractor needs to create weekly timesheets that, when submitted, route to a client approver for approval.Import from GoHighLevel to Zoho CRM
Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to ZohoLooking for Reliable SMS add-on to Zoho CRM
Hi there - I have been using SMS-Magic but find it to be quite unreliable. Has anyone had a good experience with any other SMS add-ons for Zoho CRM? Thanks!!Create Api / Deluge Task to add option to a multi select field
Currently, there are limitations with multi-select lookup, you can not use it in subform for example. As a workaround we have to use a multi-select field. However, any new options have to be manually added to the field which is not optimum. It would beThere some FHIR library for Zoho CRM?
Hi People I would like to know if there is some library or deluge instructions FHIR ?, i need to programming some functionalities with this. Thanks in advanceKaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard
Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potentialUsing variables in the filter look up option
Instead of text, I want to insert a variable in the filter lookup field option under module settings. I have attached a picture to demonstrate the setting I am referencing. Use Case: I want to filter records shown to the customer by the contact id variableNext Page
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Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantCross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the numberAnnouncing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
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setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineHow to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesDate not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
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