Invalid collection string
I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changedHow to refresh the page by widget in related list?
Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an anyclient based application errors while making a post request
hi, I have made a client based application and i have got access token also but when i use to in my code on header section it gives this error do i need to have any other token also? in documentation for client based application there are steps for accessQuestions on the Calls Module
Morning all I cant seem to find a roadmap for this, I have a few questions: Are there any plans to allow cleint scripting in this module? Any plans to allow "buttons"? We have integrated with Yeastar PBX, but intitiatting a call though the CRM doesntGlobal function in client script
Hi, I was wondering of there is a way to have a global function/variable in client script so we can use it in different client script events ? Lets say I want a function to be run in a value changed in 10 different fields and in different modules.How to avoid mapping "last name field
Hi, I am in a stuck case and need your help. I have already imported all customer contacts to Zoho CRM, all with "last name". I have many other csv files with new fields but without "last name" value. Now I want to import these csv files to update myIs there a way to not require the Last name for leads?
We need the last name to not be required. ThanksSet value for "Member Status" (Campaigns / Contacts)
Hello there, a "Member Status" field is available in the linking table / association table that links the campaigns with the contacts. My question is how to update the campaign contacts, I need to set the member status to a specific value for multiplePopup de preenchimento obrigatório
Boa noite É possível criar um pop-up de preenchimento obrigatório? Neste caso se eu tiver um campo data e o utilizador o quiser alterar, aparecer um popup a pedir o motivo pela qual quer alterar a data e guardar o mesmo nas notas. Se me pudessem ajudarWorkflow Rule if a whatever CRM field is not changed in X time
I would like to ask you if there is any workaround, when we add in a single line something today, if the next 3 months this field remains the same then do something (for example create a task). I know that for a picklist there is something like picklistCustom function to set meeting to online meeting?
Good evening, I have a blueprint that guides my team through booking viewings for property enquiries. I have a validation that the meeting type must be "property viewing" and then there are the associated emails that go out confirming the appointment.extracting the "timeline" in reports
Hello, I need to create a report for Quotes in which to show how the values for every product quoted have changed in every Quote stage. How can I do that? I tried creating a report with Quote stage history, but it only shows the most recent values andCustom Fuction in ZohoPlus - Auto-Change contact owner after 7 days of the contact inactivity
Hello, As the title said is there any custom fuction that can help up Auto-assign a new contact owner based on inactivity of a contact? For example we have the X person that didin't put any note,task or any other activity on the contact in the past 7Dashboard tracking converted Leads/Opportunity/Prospects per Month
Hi guys, I'm trying to create a dashboard that shows how many Deal Flows are converted (Lead --> Opportunity; Opportunity-->Prospect; Prospect--> Won;....) per month. Unfortunately, I only can "find conversion time" the dropdown menue. Thanks in advanceOrder of execution of Automations?
I'm trying to understand the order of importance that Zoho places on Automations. IE what is triggered first and what is done second, third, etc Specifically looking at the sequence of automations like Blueprint, Workflow, Actions, Custom Functions, tasks,Important Update: Implementation of New 2024 Email Guidelines from Google and Yahoo
Hello folks, We would like to keep you updated about a set of new email guidelines from Google and Yahoo, effective from February 2024. To enhance the deliverability of emails sent through Zoho CRM, we have been actively urging customers with custom domainsCustom Function to Count the Records in a Related List
I am looking for script for a custom function for a Zoho CRM workflow to count the number of records in a related list like is shown in this custom employee count video: https://www.youtube.com/watch?v=wA8GMVk57Jk Can you send me one?email opt out is locked
I've got a webform on my site that sends (correctly) all data to zoho crm leads; however, when I submit, the lead is always opted out of emails even though I'm passing the details mapped appropriately (screen shot: https://share.thepurplepiggybank.com/QwuX6P9w).Does a workflow stop when somebody responds to an automated email?
We have automated email workflows that are triggered when people sign up for specific lists. Sometimes it's 1 email, sometimes 3, sometimes 5. When somebody takes a particular action on an email, we'd like the email automation to stop and our sales repsAutomatically tag Outlook emails when associated to CRM
Hi, When associating emails to CRM from the Outlook addin, it useful to automatically assign them a category label 'CRM' when the action is done. This helps the user to keep track of those emails which are not yet associate in CRM.Lightspeed Retail POS Integration?
Hello, I saw an abandoned/unanswered question from 2 years ago about POS integrations, so I'm hoping this one is more successful! Does anyone have any insight/info/ideas related to integrating Zoho CRM with POS systems such as Lightspeed Retail? I'm imaginingPrint customised Contact details to pdf
Hey guys, I am using my crm system for an event. Therefore i would like to print the name and some more fields of my contacts to a PDF. Is it possible to create a customised tempalte (or sth. similar)? Thanks a lot in advance. Best Regards MaxDeluge Function is unable to pick Created time and Modified time
Hello Team, I have created a Function which should get the created time and modified time from the lead ID and get the time gap and update the TimeGap custom field that only accepts string data. The Script is running but the created time and modifiedCreate new records with field values of dropdown or checkbox in Workflow rules with record value (merge field support)
Hi, I am trying to insert a new record to Contacts module via Workflow rules. Value should be the field value in the Leads module. This works for string fields. But for checkbox or dropdown this option does not exist? You can only assign a fixed valAutomated e-mail to a customer after a certain period from their order/invoice on Zoho Books
Hi, I would like to create an automated email to be sent to the customer after a certain amount of time from their order/invoice on Zoho Books. Is there a way to achieve this? ThanksIs there a way to show company information on a lead or contact page?
We are collecting information on specific technology that a prospect utilizes. We want to create a custom field on the company that contains the technology that they use and then have that field displayed on both the company and all contacts and leadsRequire a field following stage change
How can I make a field required following a stage change in Opportunities? When an opportunity is moved to lost, I want to require an existing field "loss reason"Log Call + make Billable option
Hi we are running CRM with Project. We use Projects´ Timesheet function primarily. There is an option in the CRM module to Log A Call and also to make it Billable. However there appears to be no relation to Timesheets so I don´t see how this feature is supposed to be used....Total amount in Campaigns
Hi, How can I have a field in Campaigns that sums the total amount of potentials that are in relation with that campaign? Now i get the total amount of all potentials linked to a campaign by a report, and i want the sum in Campaigns module I tried toDisplay image upload field in our website
Hi， Our company is developing a new website and we would like to display a image upload field or a file upload field in our website. Is CRM allow generate an outside chain for display purpose ?(or base64 whatever) Thank you.Hide "Delete" Button
Good morning, I hope you are well! I wanted to know if there is any way to hide the "Delete" button, I was looking for information but I couldn't find anything that tells me how to hide it. Thank you so much!Price Cost - Discount limit
Hi team, there is one issue that is: In quote products subform, it is not possible to access a custom field from Products with ClientScript. Therefore, I would like to find a workaround for this: - I have COST price field on each product - If that productMultiple currency support for trial editions, profile-based permissions to manage currencies, action logs and more!
The feature is now available for all users in all DCs. Dear Customers, We're here to announce the enhanced currency feature in Zoho CRM, which allows you to manage currencies in your CRM, giving you greater flexibility and control over your transactions.Hyperlinks in notes
Hi is there anyway to post hyperlinks within the notes section of a contact Moderation Update: We will start work on supporting Rich Text formatting for Notes. The post capturing votes for the same is below, https://help.zoho.com/portal/en/communityClient Script setCriteria does not work with multiple filters
Hey Team, I'm trying Client Script and I've found a possible bug. Please could you confirm/correct me? I have a client script in Quotes to filter the Product Items in the Product SubForm, therefor I have these lines: var Product = ZDK.Page.getSubform("Quoted_Items").getField("Product_Name");Zoho CRM custom button function, how to add line breaks/ new lines in the return message
When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line breakHow to launch another wizard from one wizard
Hello, Is there a way to launch a different wizard after clicking the save button in the wizard? After creating a deal using the wizard, I would like to immediately display the invoice creation screen.Request one more image upload field
Hi, Our organization using two image upload field for daily operation. Now I get a new request that shows image to our client. And now I need one more image upload field to achieve this. Could you upgrade for me or guide me how to buy an additional oneValidate at least one Quote related to Deal
For my internal process porpoise, I would like to add a rule that no Deal is won without at least one quote related. Could that be possible ?Create account from contact record
Hello, I was wondering if anybody knows of a way to create an account from a contact record and pre-populate the address fields and automatically create a link between the contact and account? The way we will be working is to take an existing contact and create an account for that contact. At the moment, I must first create an account, and then go back to the contact and edit it to link it to the new account. I hope that makes sense! Thanks, PhilNext Page
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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 otherImmediate action required by Notification SMS users
Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom RegulatoryUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sNew 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 numberCross module filtering is now supported in CRM
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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 thisConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho 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 Activities
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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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