Kaizen #43 - Tokens and Limitations
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the usage of tokens in authorizations and their limitations. Tokens in OAuth 2.0 Zoho CRM employs the OAuth 2.0 authorization model to authorize its API requests. Grant token, access token, and refresh token are the three major components that play an important role in the authorization process. Initially, the user needs to register a client with Zoho CRM. After registration, the user can generateMaking a Lookup field in Subform as Read only through Client Script
Hi I want to know how can i make a lookup field(ookup to Products) in a subform on Deals module as Read Only on a Stage through Client Script in Zoho CRM. I was able to make the other fields as Read only but was finding issue with the Lookup field. CanLead history for a converted lead is removed
When a Lead is converted to a contact the History / Timeline information is removed. This is very critical info as someone may change part of original data at the lead level like lead contact, email, phone etc and after conversion, we do not have allReport: showing fields from related entities
Hi everyone! We have to build a report that lists Tasks related to Potentials for a certain Campaign. We need to show the email address of the task contact, but how can we do that? The "edit columns" widget only shows "contact name" Thanks in advancFormula calculation on hidden fields
Hello everyone I have a formula that includes several fields Some fields can be hidden according to different conditions Is there a way to define that the formula will only calculate the fields that are not hidden?Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.How do you list multiple contacts for a lead?
My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality?Zoho CRM Python SDK 2.1 won't update record owner
When I try to change the owner on a Zoho record for my website APKBEB, I get a success message but the Lead Owner field doesn't change. The record is in the "Potentials" module (I think it's a custom module) lead: Record = self.get_lead(int(lead_id))Lead Campaign
Leads campaigns are tailored to explain our services in a way to our potential customers on how we support them. These campaigns are designed to increase our conversation rate and activate relationships with our new clients.Zoho Finance Integration - Double estimates on creation
When linking an account and deal to an estimate the integration creates 2 estimates. Both are linked to the correct deal and account, but one includes the correct items and the other one is empty. Seems like a bug.How to automatically create deals based on requirements
We are a real estate firm which has inventory types of 2bhk 3bhk etc. At the same time we have customers who have requirements (2BHK 3BHK). How do we automatically create deals whenever a new customer is added based on their requirements ? We dont wantWhat is the difference between workflows, journeys, and blueprints?
I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?Zoho CRM: Restrict Contact Tab Access but Allow Creation/Search within a Module
I'm working with Zoho CRM and I have a specific user who shouldn't see the Contacts tab. However, I still want them to be able to search for existing contacts and create new ones from within a different custom module. Is there a way to achieve this functionality?How to get TAX id from Products Module
In a particular integration we do need to get the TAX id from the different TAX Options in the Products Module, But can't find a stright way to get each id. Any recomendations?How to Maintain/Update List prices ??
Hello, Following multiple research and mail to ZOHO team I wanted to share my experience and my huge surprise toward List prices.... and find out if anyone has a work around ?? Indeed, I am very much surprise that ZOHO CRM allow the Unit price to be updated by mean of Excel import file but not the List price... So if you have 500 products, which by the way is not big at all, you update you unit price (cost price/buying price) so far so good but you cannot update your selling price... !! What ???Webhook when an Entity is restored from the Recycle Bin
I have webhooks successfully setup for communicating with another system when an entity such as a Deal changes and gets deleted. Is there any way to also get a notification if something that got deleted by accident comes back from the Recycling Bin? Ialigning elements in Canvas Builder
I'd like the ability to string up elements in the canvas view and have it align correctly. For example, rather than this: City: cityname ", " State: SN " " Code: zipcode I'd like to see this: Cityname, SN zipcode I know how to do this creating a customAdd Signature in Emails
Hello, How can i add a signature in the new emails inside Zoho CRM? When i am composing an email i don't see this option, to add a signature for the email. Director www.TECNOSeguro.comProducts on vendors
Hi Zoho family I have a list of vendors who have the following criteria. 1. Country 2. Type (Hotel, Transport...) 3. Various products Making a new quote, is it possible to somehow be able to choose the country and that only sellers from that country areAssistance Required to Attach WordPress Website Lead Form to Zoho CRM using Bit Integrations Pro
Dear Zoho CRM Support Team, I am facing an issue while trying to attach my WordPress website lead form to Zoho CRM using a third-party plugin called Bit Integrations Pro, which uses the Zoho API for the integration. Here are the details of my problem:Remove Unnecessary White Space on Home Screen
Hello Zoho! A really common complaint I hear from our Zoho users (across many companies) is that there is so much unnecessary white space on the home screen view. This is an issue with every customer we have in Zoho, including ourselves. It would beAdd new contact to DEAL
Hi everyone, we have some doubts about how to add new contacts to DEAL once has been done. To put it in context, we have a travel agency. Once an opportunity has been won, I would like to bring all the travelers of the trip into the deal. I think theKaizen #138 - How are Widgets used in Zoho CRM Settings?
Hello all! In last week's Kaizen, we covered the Lead Conversion using Zoho CRM APIs. This week, we will dive into how widgets on the setup page can be helpful. What are Widgets? Widgets are embeddable UI components that you can create and add to yourCall result pop up on call when call ends
I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, butError when using zoho.crm.getRecordById and no record found
I am trying to use the zoho crm api function zoho.crm.getRecordById but get an error when this function does not find a value. How can i prevent this error? Error in executing Set Variable task. Unable to update template variable crmRecord. Error evaluatingKaizen #128 - Circuits in Zoho CRM - Part 3
Hello everyone! We are back with yet another post on Circuits in Zoho CRM. In our last week's post, we discussed a use case, the various states and functions involved in that circuit, testing and execution, and associating that circuit with a workflow.Client Portal Validation Rule
I have set up a Validation Rule, but it doesn't work in the Client Portal. How can we implement conditional mandatory field checks in the Client Portal?Contact Roles: Option to customise columns
When converting a Lead one of the pick lists is to select a Contact Role. I can not find where the values for the pick list for the Contact Lead are maintained. Answers in older posts don't match current screens. Once a Contact Role is selected, how isFetch Jobs from ServiceM8 and Create Leads in ZOHO CRM
Hi, I am trying to get all the jobs from ServiceM8 to create them in my ZOHO CRM Leads module through deluge using API. when I use the API like this response = invokeurl [ url : "https://api.servicem8.com/api_1.0/jobcontact.json" type : GET headers: header_mapConverting an Account to a Vendor
If I have accounts that really are not accounts but vendors how do I get them from my accounts to a vendor?How can I add Contact "Title" to the "Contact Roles" list inside the "Deals" page?
When I am looking at deals I'd like to see the Contact's title. How can I add the Contact's "Title" to the "Contact Roles" list inside the "Deals" page? Thanks TedDowngrading within a yearly subscription
How do you treat billing if someone downgrades from a paid plan to a free plan before the annual time has elapsed? Thank you.Are SPAM records troubling you? Include reCAPTCHA in your webforms
What is a reCAPTCHA? reCAPTCHA is a test to identify whether a visitor on a webpage is a human or a bot. Adding reCAPTCHA to your webform prevents fraudulent submissions from bots and spam services. There are various types of reCAPTCHAs provided by Google, but Zoho CRM supports only reCAPTCHA V2 - "I am not a robot" checkbox. Learn more about Google's reCAPTCHA. Adding reCAPTCHA to your webforms Before adding recaptcha to a webform, the webpage must be registered with Google reCAPTCHA. Upon registration,Client Script $Crm.user.role returning undefined
Hey all! I have a client script I'm trying to run based off of the user's role. I'm able to use the following: var fname = $Crm.user.first_name; To properly return a first name when logging in the console, but whenever I try the same with $Crm.user.roleSetting up a 2 tier Reseller model so distribution accounts can have other partners associated
We are a software company and we now have a need to add another layer to our CRM account structure. I would like to understand the best practices for having a reseller partner account associated with a distributor account. I would like the distributorWorkflow triggered by a change by Schedule
I hope I'm wrong but it looks like if I have a Schedule to change some records, those changes will not trigger a Workflow that's supposed to be run when that field changes. Why would that be?Zoho not loading attachments
Zoho CRM not loading Pdf files. Status bar shows just about finalized, then "upload failed"Kaizen #137 - Lead Conversion using Zoho CRM APIs
Leads represent potential sales opportunities sourced from various channels like trade shows, seminars, and marketing campaigns. When a Lead shows promise, you can convert them into Accounts, Contacts, and Deals. Imagine you have a Lead named Pat BoyleEmailing from CRM - That should be easy....
Hi there, i'm having struggles with Emails to be sent out of CRM. In the specific case right now i would like to send form and/or survey links but i found a lot of obstacles on the way: sending emails from ACCOUNTS module: this would be most common forEnquiry to job card conversion?
If you have an enquiry number only and in Zoho it has already been converted into a job, how do find out what the job number is?Next 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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