Chaining together record creation and functions
Hello. We want to make CRM as simple, automated and guided as possible, because some users will use CRM for a single project in a year. These users are going to create records only in one scenario: creating a deal in a campaign. So, for these users, creating
Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.
Zip Code or Post code assignment in Territory manager to distribute leads
Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign
"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,
Set an e-mail notification that is sent daily
Hello! I would like to send an email notification daily after a Potential has been in "Offer" stage for more than 2 months. How can I do that? Thank you!
Easy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
how to create a new line in string in Client Script?
I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");
Zoho webforms in react external form
I have created a web form and created a custom form in react which matches all the fields including the hidden fields. On form submission, i can see the form adding record to the Leads, but this won't update Form submission related analytics. Form submissions
Count # of files uploaded in upload field
I have an upload field in one of my modules, i have enabled the option add maximum 5 files. Is there a way to know the # of files uploaded in taht particular field in each of the records of the module
How to extract the return value from a Client Script function call to a standalone CRM function?
I want to extract the return value (String type) from a Client Script function call to a standalone CRM function. How do I do that? It has been frustrating as I can't find any documentation of this object datatype. Please provide the link to the documentation
Tagging a Group of People in Zoho CRM
Hello, I would like to tag a group of people within a record in Zoho CRM (for example, in a remark on that record). One way I thought of doing this is by creating a Zoho user linked to a shared mailbox. This way, if I tag this user in CRM, the email will
any news about Canvas in RTL languages?
hi, when will the Detail View work in Hebrew and arabic? Moderation Update: A similar topic is being discussed in another forum post and I request you to follow the thread below for further updates. https://help.zoho.com/portal/en/community/topic/en
Warranty End Dates
We have a module that tracks purchases and dates of warranties/maintenance (start date and end date), We have workflows triggered to automatically fill the start date based on the product and/or manufacturer. I need a way to autofill the end date based
how to add new line in Deluge?
I want to make string with line separation like this: this is the first line second line third line I have tried to use \n <br> or </br> inside the string but I can't achieve the result like the example above. I want to create a task by using custom function
Field Type Via Client Script
Hi there! Does anyone know of a way to determine a field's type via a client script? I'm looking to create a static script that I can call from a Page Event (onChange) on a Canvas Form Layout to validate a few fields. If I could determine the field type,
Email Template - Hyperlink color
Hello, can somebody help me with the following. I want to change the LINK color in an email template. Also the visited link color. But do not know where to find this. Thanks Wilco
Function updates for read only fields
Hello, I wrote a deluge function for the Deals module to take 4 other fields, translate their picklist values into numerical inputs, then multiply them all together to get a rating. It is tied to a workflow automation on record creation or edit. The function
Kaizen #153: Interpreting Zoho CRM GraphQL schema
Hello everyone! Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss interpreting Zoho CRM GraphQL schema using schema explorer in Postman. What is GraphQL Schema? A GraphQL schema is a comprehensive definition
CRM 'Connection' to Desk - "Use Credentials of logged in user"
From Desk to CRM, I can create a Connection in Sigma (to CRM) that gives me the option to Use Credentials of logged-in user. In CRM, there is a separate option in setup for 'Connections'. As there is no specific Desk connector, I can create a 'Zoho oAuth'
Form to Contact Comments Integration
I need to insert the info of the form in my web page as a comment of the contact, is there any way this is possible? I know there are integrations to transform the form content into a lead, but that's not what I need
Spotlight #7 - Automatic Transitions in Blueprint
Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic
Send meeting availability through email template (CRM)
Is it possible to create an email template that my sales reps can use to send prospects a link to their meeting availability, allowing the prospect to select a time that works for them?
I am not part of any CRM service orgs. What does that mean and why is navigating access the Zoho APIs a game of guess the setting.
What does this mean. How is it solved. Using ZohoCRM.modules.leads returns an message to the effect that it is an invalid scope. Is this a guessing competition. This is your documentation.
What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?
No idea what this is. Can't see what it is explained anywhere.
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.
Problem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
Automatically set quotes to "lost" if deal is set to lost
Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!
Creating a title to replace link in email templates
For some reason, when I create anchor text to show in place of an actual link, it doesn't replace the link with the text I am placing as the title when creating an email template in zoho CRM. This happens both when placing a standard web link and when
Send Email from the zoho crm By The API
Send an Email with Zoho CRM API Benefits:- 1. Using this API We can log the Email Record with the respective module. 2. We can track the email status. 3. We can Apply the workflow on this email according to their status like (Open, Click, Sent) Deluge
Bulk Updates and Untouched Records
We have a field for the industry that the customer is in. Our initial upload of our database was done very poorly, and as a result we are forced to fix all kinds of things in the customer records. Right now, I need to add industries to a slew of companies.
Google AdWords Information section in every module but not integrated and can't delete
Hi. Could I please have some assistance? The Google AdWords Information section is in all my modules and I can't delete them even though I haven't integrated that, please see attached screenshots - I'd like to get rid of that section throughout all the
Is it possible to create an alternative account name field which is clickable on the custom view?
We have created a custom field on the "Accounts" layout called "Short Name" to record the short names of the companies so that the "Account Name" field can be hidden and not take much space on the view page. Our first surprise was that the "Account Name"
Parameterizing/filtering pivot tables
Hi all, I have multiple pivot table reports that have the right metrics I need (using Zoho Creator). However, I need to filter the data based on the user that's logged in. I have a lookup form that can identify what locations (for example) each user can
Failed to save the function Variable 'Customer_Name' is not defined
Can anyone help with this. This is my first go at coding. Here's my Code. // Trigger this script when the customer number is entered // Get the customer number entered by the user customer_number = input.Customer_Number.toLong(); // Convert the customer
Zoho CRM's Workflow brings minor enhancements
Hello everyone, We're excited to share a few updates and enhancements to Zoho CRM's workflows: Reschedule previously scheduled actions Date formula fields New record limits Only trigger workflows for tasks created via workflows once Let's dive into each
Integrating Quotes with leads Information
Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes
How to switch to Python in Zoho Functions?
I can't find any buttons to switch to Python in Zoho Functions. I would like to use a script I already have, not Deluge. The documentation says I can, but the UI disagrees.
Workflow based on formula field
HI, I am trying to create a workflow based on a DateTime Formula Field. Is this currently not possible? Eric
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
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