Updating record owner from DataPrep import
Hi, I can successfully update my custom module with data from dataprep (mapping column names to zoho crm apinames) but I'm not able to update the record owner. What should be the name and datatype of the owner column in dataprep? What should be the value?Zoho CRM (free edition) - can super admin change photo for another employee/user?
Greetings! I am the super admin and have added an additional user/employee as an administrator. I appear to be unable to modify the photo for this user, although I can edit the other details. Can only the user him/herself modify their photo? Thanks forAbout flyout
Hi Team I want to implement a simple example, for to understand the flyout, but for the moment has been unsuccess I've read an article about this: Introducing Flyouts in Client Script! Flyouts are floating User Interface that can be spawned and controlledMultiselect Lookup inside a Relationship Record
I have created a Multiselect Lookup for Accounts inside a Custom Module 1 called Events So 1 Event can have multiple Participations that relate Event with Account participating. Inside participations i want to add a Multiselect Lookup Field in order toWay to organize note?
Hi, over the months/years, some records have accumulated many notes. We want to keep most of them. Is there a way to organize them? (ex. folder, label, etc) Or another way to add a note to a record? One way I can think is to encourage employee to ulpoadhow to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")How schedule workflow rule based on deal filled date:hour?
HI, i have automation that start sending whatsapp messages cadence when deal is created. I would like make possible to create deal, but workflow just start send messages according to date in field inside deal. For example: When i create deal, if i fillNew field doesnt show in Report Filter
I created a "on hold date" that gets populated when a deal stage is set to "On Hold". I want to have a weekly report sent to me every friday night with all the deals that were put on hold that week, I think the best way to do is filter by "on hold date"How find phone number in search inside deals module
Hi, i have thousands of deals, inside them, there is a phone field called "whatsapp" I want to seach phone number and see deals related, but when i try search for example: +5522999221132, it not found anything. How to solve it? thanksIntegrating Zoho Sheets to Zoho Canvas view
Hello, My team and I would like to add the Zoho Sheets view as a section in the Zoho Canvas view for the lead module. Is this possible to do?TimeOut when getting account emails
I'm encountering timeouts when making multiple calls to the "Get Emails by Record" endpoint, specifically while using the Account module. Despite each account having only one email, retrieving emails from ten accounts triggers timeouts. Here's the exampleClient Script on Deal Stage Change from Detail page, not Edit page
I understand that I can run a client script “on change” from the Edit page of a record. The script needs to act on the default Deal Stage field. The Deal Stage can be changed from Edit mode or Detail view. Is it possible to disable the Deal Stage “button”Daily User Activity Reminder Email/report
I'm trying to create a report that we can send every user which will show their individual "Todays Tasks and Events". Currently, we have a lot of workflows and schedules set up which send individual "Task Reminder Notification" emails throughout theFunction Question: Open activities triggering deal stage
hi there, i need help with a function. i'm trying to dom the following: when a new open activity, specifically a meeting is added to a deal in the deals module, set the deal stage to "scheduled" is that possible? thanks a lot for the support!JavaScript SDK doesn't match RelatedLists REST API
I've raise a github ticket https://github.com/zoho/zohocrm-javascript-sdk-6.0/issues/4Deal Currencies in parentheses
Hello! I could not find an explanation in the knowledge Base, what does the currency in parenthesis mean in Deals? For example: $8000 (CNY 8000). It is very confusing. Also, is it possible to have a custom currency per account and an overall currencyPlease add Cliq integration in Blueprints
Please add Cliq integration in BlueprintsCRM - Quote Module, List Price
Is there a way to make the List Price Locked, and not editable in the quote module? Example image below. The List Price is not a greyed out field and therefore can be edited by an estimator. I would prefer that this not be editable, since it is a standardFrom Bigin to ZohoCRM
I have been using Bigin for quite sometime and few other Zoho app so i eventually purchased the Zoho one and I believe migrating to Zoho CRM would give me more integration among the many functions and apps, the question is what is the best process toSearch Function not working
We cannot look anything up using the magnified glass or within the project to connect contact with payments etc. Please help!!Deals module field " new business" or existing business"
Could you explain what "existing business" and "new business" in Deals module?How run post api json request using function
Hi, i want to send whatsapp message using z-api service, they provide api to send messages. I whant execute it in workflow rule, inside functions. They have api code example in javascript: var settings = { "async": true, "crossDomain": true, "url": "https://api.z-api.io/instances/MY_WHATSAPP/token/MY_TOKEN/send-text",Function #43: Transfer record information from one module to another with subform datas.
Welcome back everyone! Last week, we learnt how to Organize Contacts based on the Deal Stages. This week, let's look at a custom function that lets you transfer data captured from one module to the other along with the subform data. Business scenario: The standard sales process involves entering the leads acquired through various channels to the CRM followed by lead qualification and conversion. The process is quite linear - create a lead --> qualify the lead --> convert it to contact -->Refresh Token Missing
The refresh token is missing from the token response. https://accounts.zoho.com/oauth/v2/token?code=1000.17affa9&grant_type=authorization_code&redirect_uri=http://localhost Responce is {"access_token":"1000.59a","expires_in_sec":3600,"api_domain":"https://www.zohoapis.com","token_type":"Bearer","expires_in":3600000} You will notice that the refresh_token is missing.Can Client generate Sales Order by himself?
My business primarily operates in the B2B sector, and I've observed that my sales team and I spend an excessive amount of time obtaining sales orders from our customers. This is particularly relevant in a product-based business with multiple SKUs. I amCustom chart on zoho crm homepage showing daily created deals
Hi, i want to create custom chart, that need to show on homepage of zoho crm, showing how many deals was created daily. It is bar chart, This chart also will show distribution of who (name of person) created those deals, would be something like this:About My Untouched Deals in Home
Hi Experts, I would like know how many time is required to show a value in My Untouched Deals Component located in Home , I have created deals and avoided updating its since more than two months ago and I do not see the effect in this component. PleaseIssue with function → no lookup
Hi there, i have an issue with a function that is renaming all entries within a module (Feedbacks) following a certain naming convention. everything runs fine except, it doesn't add the account name. i believe this is due to the fact, that account shouldHow would you...
I have a need where we have a custom module where we book in demo's of equipment, this works well and puts the demo on the calendar etc... However we have got to the point where we want to create demo form, that is a form our user fills out when the customerE-mail opt-out filter
In our last e-blast sent with a synced list from our CRM, I was reviewing the opt-outs. In the lead or contact record the opt-out shows in there record under campaigns. It does not show in the filter for "e-mail Opt-out". Why?Predicted Achievement in forecasting is badly wrong
I've recently set up the Forecasting module in Zoho CRM but the Predicted Achievement seems wildly wrong. In our current quarter which ends in 9 days, it's predicting us to achieve £55k over our target, despite there being only £43k available in the pipeline.Deals created this month kpi in home dont show due to permission problem
Hi, i want to see "Deals created this month" in home section of zoho crm, but it not show. It show message: "You do not have permission to view this component.". When i click information, it say: 1. The corresponding module or field may have been disabledZoho CRM Digest - March 2024
Hello Everyone! Are you ready to catch up on all the latest news and highlights from the Zoho Community from Mar '24? Our March digest is here, packed with updates and engaging discussions that you won't have to miss. Let's dive into the March digestKaizen #91: Dynamic Lookup filters using Client Script
Hello everyone! Welcome back to another captivating Kaizen post. In this post, we will explore the process of implementing lookup filters using Client Script. What is a dynamic lookup filter? A dynamic lookup filter is a feature that allows you to specifyZoho CRM - Updates to Assign and Remove Territories APIs
Hello everyone! This post is to inform you of the changes to the Assign and Remove territories APIs from V2 to V6. Currently, from versions 2 to 6, the assign and remove territories APIs give a success response and assign or remove territories of theRow Count Column in CRM Reports
Hi, i can't find a way to NOT display the "Row Count" Column in a report. i'm sure it must be possible though... configurationReceiving emails into CRM
Hi there, Emails are being sent out of the CRM perfectly, however i want all emails from contacts to be received within the CRM. Regardless if there is a lead or not. I currently have the trial version and am testing your program. I will not upgrade unlessO365 thru GoDaddy, New CRM domain authentication fails
I've tried to authenticate my domain so I can send email campaigns without the Zoho server string after my email address. No one at GoDaddy has been able to solve this matter, this is making me rethink this platform! Being able to manage all user engagementHow to know when an email was added or modified?
When an email is added to a Contact or Agency, the Modified_Time of the Contact remains unchanged. This poses a challenge in detecting when a new email has been added for data synchronization purposes. In my workflow using SSIS, I rely on a Last SyncIs there a way to remove the client share button on the Notes section?
Currently we don't use it, and sometimes it's pressed by mistake. Is there a way to remove the client share button from the Notes section in the CRM?Next Page
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Announcements
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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