{"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}
Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);Are Cadences visible to anyone with Cadence permission?
When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?Please Improve Kanban View for Tasks!
Kanban view is undeniably very useful, UX-wise. It was such a great addition but sadly, it is gravely incomplete by the inflexibility to manage and configure the kanban view for the Tasks module like we can for the Deals module. As it currently stands,Help Needed: Displaying Latest Note in Leads List View in Zoho CRM
I am reaching out to seek your expertise on a specific use case in Zoho CRM. My objective is to enhance the visibility of notes associated with leads by displaying the latest note directly within the main table (list view) of the Leads module. Challenge:Calls and Tasks Completed in chronological order
Hello. Does anyone have a solution to be able to sort ONE field chronologically in the related list "Closed Activities" where all of the the Closed Activities no matter if its a call completed or task completed will be in order. Case example: We completeView of all relevent sales activities together (emails, tasks, events) as a timeline - in chronological order
Zoho finally introduced a timeline view to see all activities together in a chronological order. But it's still not usable for salespeople since you get all sorts of other background information that is not relevent to a salesperson. When I look at aIntroducing the all-new email parser!
Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,Zoho CRM to Google Drive Folder Setup via Zoho Flow???
I’ve been banging my head against the wall trying to get Zoho Flow to replicate a Zapier integration that I set up years ago that works perfectly, but Zoho Flow is not working. I don’t use Zapier for much and I’m realizing that I should be able to useCanvas template
I have created a template in canvas for leads, yet I cannot seem to apply/save it for use. What am I missing?UK Meet Ups
Hi Zoho Are there any UK meet-ups planned for this year? Coming from Connectwise land, I'm used to some really useful and constructive local meet-ups hosted by the vendor with breakout sessions on different topics over time. They used to charge for someHow can I create an event attendance contact info and customer waiver signup?
My small business is hosting an event in the near future and I want to get contact information and liability waivers signed by incoming visitors on a tablet. It is important for the customer to do this self-service style, rather than have myself or oneClickup Integration with Zoho CRM?
Hey! Looking for feedback from anyone that has used the "Clickup AppiWorks for Zoho CRM" integration via Zoho marketplace? Specifically I am trying to validate that we can create tasks in Zoho that then pass to Clickup, AND once the task is marked completeCleaning up reports in folders. Receiving an error message when trying to move reports between folders
Leadership doesn't want to delete older and duplicated reports. I've created an archive folder and will hide. However, I am receiving an error message while trying to move reports between folders. I was able to move many, however now I receive this errorConvert Date/Time field to Date only
Hello My previous solution is no longer working. I need to convert a user input Date/Time field to a Date only field. When I convert the field to a string, I loose the numeric properties of the date field. thank youExport a list of fields for all modules in a spreadsheet with specific field data
Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields couldwhat is the difference between Notify Assignee and remind assignee in task ?
I am creating a worflow rules, to create a task automatically. but I find these reminders what is the difference between Notify Assignee and remind assignee in task ?Every time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happeningAuto update title meeting once created
how can this function be used for modules of leads, contacts, and accounts? Like I want to update the meeting title if it's created in any of the above modules Title Eg: lead name or contact name (based on module) | City | Lead Manager | Meeting timeValue of the connection variable '{0}' cannot be null'I
I have a scheduled function that's been running, unchanged, for two years. A few weeks ago it started throwing this message when it run (at 12:01 a.m.). I can run it manually, without error. What does this mean and how do I fix it?Trying to return today's meetings in Deluge
Hello, Getting an invalid query error for this code: today = zoho.currentdate.toString("yyyy-MM-dd"); info today; todaysmeetings = zoho.crm.searchRecords("Events","(Start_DateTime:starts_with:" + today + ")"); info todaysmeetings; Here is my info log:Financial Year in Zoho CRM
We have ser the financial year of our company to start in July via the Settings -> Company Setup- Company Details -> Financial Year. However, the graphs on the dashboards to not appear to be using the CRM Financial Year, but calendar year, and the filtersProducts VS Services
Our Company sells products AND services. Zoho CRM only has module for product but not for services. There are fields in the product module that doesn't really fit in our "services" offered like Stock Information. How can we go about recording our "Services"How to get Early Access of Zoho CRM for Everyone
Hello, How to get early access of Zoho CRM for Everyone?Individual Targets on shared dashboard
Hi all I'm using Analytics to create a dashboard for the sales team. We use a standard dashboard for all members so that the data presented is consistent. I want to have an "achievement vs target" graph showing where they are against a target. I can usewhere do I find training
where can I find the tutorials for using zoho?Attachments_Upload Failed
All users are unable to "Upload" attachments within a project. CRM was working fine up until about 3 minutes ago. Continues to say "Upload Failed"PDF Generated Using Zoho CRM API Contains Empty Pages
Hello, I’m trying to convert an inventory template into a PDF for a specific record using the Zoho CRM API with ZohoEmbededAppSDK and Javascript . However, when I run the following code, I end up with a 6-page PDF that is completely empty. Could you pleaseSum of deals won in an account within a Financial Year
Hi, I've seen various code snippets for people doing this for the invoice module (which we don't use) but I want to create fields in an account for Current FY Spend and a separate one for Previous FY Spend, or any specific dates that can be preset orCan I hide some fields in Blueprint?
Hi, Can I hide some fields in Blueprint if it meets certain condition? Can I do that using client script? I mean If I remove the field on Page Detail On Load, will the field appear on Blueprint ?custom fied filter by null value
Hi Everyone, I have a custom field in invoice..i need to get invoices when the custom field is empty.. i can able to get all invoice or fillter by custom field value.. But I need to filter custom field by null or empty value pls help... https://crm.zoho.com/crm/private/json/Invoices/getSearchRecords?authtoken=" + "Authtoken" + "&scope=crmapi&selectColumns=All&Customfield=(Test|=|\"\")"); this is i used..How to build marketing from INBOUND SMS messages like "Text ZEBRA to ... and enter our raffle"
Is there any ability anywhere in the Zoho ecosytem which allows for inbound SMS messages purposed for marketing? I'd like to create a raffle or giveaway where participants enter by texting a word to one of our existing Zoho phone numbers. Does anythingWorkflow Rule is not trigging in entirety
Hello I've set up a "test" workflow to learn how to make them work and experiment with what I need. This very simple example should: Add a tag under Condition 1 Send two emails under Condition 2 The first email (Did Not Book Private 1) has been receivedAn orphaned automation function?
I cannot locate where a function is Associated. I've examined every Workflow and cannot locate where it is being used. I want to disassociate so that I can delete the function.Blueprint Lead Status
Hi, I have created the blueprint for my business. But after each stage of lead status, i can't edit it. It displays as ready only. Please suggest a solution for this. Thanks in advance Best Regards, Sapna PriyankaIdeas for automated testing of workflow rules and custom functions?
I'm new to developing web application software, though I used to develop mobile application software for years that went to millions of mobile devices and am familiar with different types of testing (unit testing, exploratory testing etc.) and what eachOpen Url in a custom button
Why is it that the open url in a custom button cant seem to work with the "Same window" parameter. it always open a new window. am i doing something wrong here.. url=" https://crm.zoho.com/crm/EditEntity.do?module=CustomModule1&id=" + currentid; openUrl(url,"SameHow to set reminders in Meetings module using Deluge?
Hi, I'm writing a Deluge function that adds a reminder to a Meetings record, so participants get emailed before the event. I've been using Postman to inspect the contents of the Meetings module, and saw that reminders were formatted like this... "Remind_Participants":How to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?Kaizen #151: Leveraging ZDK CLI with VCS to reuse components across different Zoho CRM orgs
Hello everyone! Welcome back! In this week's Kaizen Series post, we will explore how to leverage ZDK CLI (Zoho Development Kit CLI) with a VCS (Version Control System) to reuse components across different Zoho CRM orgs. Consider the scenario of a largeAuto update Currency field depending on Contact Country / Workflow / Custom Function / Whatever
Hi, I wonder if there's anyway to automatically update the contact currency base on the contact country. My sales people always forget to change currency when they convert so I need this to be automatically. ThanksNext Page
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly 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 relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew 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 number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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Sticky Posts
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich 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 optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
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