Internet-connected version of GPT
I am currently working on integrating Zoho CRM with ChatGPT to enhance our workflow efficiency. While I have successfully completed the basic integration, I'm facing a issue. My objective is to enable ChatGPT to search online resources for more comprehensiveEmail in CRM Sales Order
I'm s close to having this setup how I would like, but the last step is proving difficult. Any help would be appreciated. I am using Zoho to manage my eCommerce sales. So far I have the sale being imported into the Sales order pipeline and it works beautifully.Canvas List Page - Including Related Lists
Hello, I am new to Canvas and want to create a list view of Vendors that also shows associated Contacts. I believe this can be done in the details page with a Related List but do not see the Related List option when editing the list view. Can this beFiltering to display leads who have not been sent an email in X days
How can we filter to display leads that have not been sent an email in X days? Problem: I have experienced inconsistency with the Email Status 'not sent' filter — sometimes leads who HAVE been emailed within the timeframe are appearing within the filteredHow to get values from a Subform when use ZDK.Apps.CRM.Sales_Orders.fetchById ( Deluge Client Script)
Hi Folks, I´m working with two modules Sales Orders and Cases, and I´m needing get from Cases Form the values recorded in the field product_description located in a subform Product_Details in Sales Order module to do a comparation . I´m using this pieceZoho CRM Admin Gets Permission Error Trying to View Lead to Contact Mapping
I am the admin in my org for Zoho CRM, and I also have the top-level role in the CRM. I also confirmed that I have assigned every possible CRM permission to myself (see attached). However, when I go to the settings to try and view the lead to CRM mappings,Vendor Zoho
Hi All, We are looking for guidance about Zoho Venders as this is our starting pointing for working with Zoho. We are trying to figure out how we can marry up our vender services with our clients service requirements. Example if we are to sell frozenAbout Search Criteria
Hi Team I was programming on Clien Script, my task is make a script for to search 2 conditions, the first must be equals and the second must be distinct. Up the moment, all the documentacion said only 2 operators: equals starts_with But if i want to useExpanding subform field limits
Dear customers, We're pleased to announce an update regarding the limits of fields in subforms on layouts. We've made adjustments to accommodate your evolving needs and provide a more flexible user experience. The increased field limits enable you toZohoCRM.mass_update scope unavailable to select in Connections setup
How to get ID of the CRM record created in Client Script
Hi! How to get ID of the CRM record created in Client Script? New record created successfully, but I can't get data from the var resp: var module = new ZDK.Apps.CRM.Contacts(); module.Name = "Test Name"; ... var resp = module.create(); log(resp); //inI started a Portal and now I cant change fields in modules
Hello! Im receiving the following message in our Deals and Contact module when trying to make changes in our modules. The only thing that changed lately in our CRM is that we created a Portal just to check the feature (it is not currently in use). I thinkProducts as Services with no stock
Is there a way to customize Products module for a company which sells services? I need to remove all Stock Information data, because services can't be quantified or stocked. Our services are educational courses and can be quantified in levels or/and time. Do I need to purchase Zoho Subscriptions or I can do that using custom product module? Can you help me? Thanks.Several irritating issues
I have the following strange issues, and would like to know solutions: sometimes resizing of components in a dashboard does not work, why? sometimes I cannot edit a component in a dashboard, the 3 dots do not appear, especially at the top of my screen,Functions not working anymore
Hello, since half an hour ago none of our functions work anymore. Neither I can´t access them through workflows nor can I open the function settings. All other things work fine, creating, updating or viewing records. Please get in touch as soon as possibleMy web form required fields are not working
Our form was working for some time and now it will not validate the required fields. In other words, you can just click submit and the form goes through. Here is the source code. Notice the word Mandatory is spelled wrong. Not sure if that is an issue.Workdrive file uplaod API Error : "LESS_THAN_MIN_OCCURANCE"
https://help.zoho.com/portal/en/ticket/4017421689571 This is a continuation of a previous question. I am currently developing a widget on CRM using React. I have successfully connected to WorkDrive using the CONNECTION in the JavaScript SDK as describedZoho CRM Widget and translations
Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? ThanksSeemingly Valid Phone number is throwing an error in deluge
{"code":"INVALID_DATA","details":{"expected_data_type":"phone","api_name":"Phone"},"message":"invalid data","status":"error"} The above response is give when updating a contact with a valid UK phone number using deluge When I manually add the same numberZoho Backstage to CRM (using Flow)
Seeking some assistance re trying to obtain Custom Form Data from Backstage into the CRM. Webhooks dont seem to work properly within Backstage but the integration into Zoho Flow is decent as it captures the data I need, but Custom Form Data I am unableZoho CRM: sandbox-aware Webhook
Hi everyone! I need to configure a Webhook that somehow changes if it's being called in a production environment or in a sandbox. Is there a way to do this? For example, definining "URL to notify" as "https://my.company.com/$environment" I'd like to doStandardize Phone Numbers?
On the web forms, some people enter their phone numbers differently. Is there a way to require a standard format or can Zoho reformat the number correctly? For instance some people enter: 4445551212 444.555.1212 (444)555-1212 (444) 555-1212 444-555-1212Exporting / Printing Price Books
Since most of the main partners / customers likes to receive their own price list / book, it is important to be able to at least have a proper printing format of the price books. Currently then only printing option gives only first 10 lines of each priceZoho Projects - Zoho Deals Portal configuration
Using: Zoho One In Zoho CRM I want to associate (and auto-populate) some fields in the Deals module automatically by the associated project in Zoho projects. I did the field mapping and associated the fields that I wanted to auto populate in Deals (CRM).Wizard Client Scripts Don't work on Mobile App
I have created client scripts for a Wizard create page. The scripts work fine on the browser, but on the mobile app they don't work. Client scripts on standard create pages, and edit pages work as expected on the mobile app. It's just wizard pages thatStyling UI components for Widgets
Hi everyone! We're building a Widget that should ask the user for some information. Is there a recommended way to style UI components so that they look similar to the ones used by Zoho?Sharing a "cloud drive" with all user
Hi everyone! Zoho CRM allows to attach files from "other cloud drives", is there a way to configure a single drive and let all users use it? Thanks for your assistance!Changing boolean value in template to a word
I was wondering if there is a way to change the value of a boolean field to show a word such as 'yes' or 'no' when trying to export as an email/pdf. I see there is a way to manage and edit fields within zoho writer under mail merge. Unfortunately thereUpdate Deal field based on direct link in Email
Hey Team I have a question relating to what I assume is a common request - and so I'm hoping there is a simple, straightforward answer that I've missed! When a Deal completes, we automatically send out an email to the Client with a satisfaction survey.How can I make all Accounts viewable to all users?
We have added two new users to Zoho recently. Unfortunately, they cannot see the all the Accounts that have been created and owned my me as the Administrator. How can I change the permissions to ensure that all of our Accounts can be viewed and editedWe need to log calls to Vendors that are related to Contacts
We often call our vendors to discuss our contacts with them. When logging a call, we can't choose that the call was to a vendor and related to a contact. We can only do it the other way around, which is inaccurate. Could we be given the option to logIs it possible to set arguments in the arguments mapping feature for every use of a function?
Whenever I use argument mapping in functions it drives me insane that I have to create a new function whenever I want to pass another value to a function. Is there a way to set arguments for a function seperately for every use of that function?Permission to change record ownership
I am after understanding fundamental permission behaviour in Zoho CRM related to record ownership. How should I configure CRM user roles and profiles so that users in the roles hierarchy on the same level can change the record ownership? In other words:Zoho CRM for Gmail Extension Not Working in Brave Browser?
Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?Clean work drive in CRM
Hi, Our team always upload some file into CRM. I realize we need to clean up the upload file after a period of time otherwise it may full?(not sure) Could you please tell us how to do it?Triggers functions when restoring from the Recycle Bin
Hello, Would you please tell me how to execute the function when I restore the data from Recycle Bin?Use client- script to get the data id for multiple selection
After selecting data in multiple selections, I found that there was an array object called selectid, but it was not included in the packaged SDK. We were unable to obtain which data had been selected, resulting in no way to filter the corresponding dataHow to extract multi lookup field data
Hi I have a multi lookup field in the Deals module of Zoho CRM which is looking up to the Contact module. Is it possible to extract the contact associated to each deal from that multi lookup field via a custom function? Can anyone share a sample code[Early Access - Updated to LIVE] Introducing the Canvas Design Studio.
Greetings Customers! Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what'sWorkflow trigger not working with Zoho Forms
Hi there, I'm utilizing Zoho Forms to create a custom module in Zoho called "Discovery". It's working as expected. On this "Discovery" I have a field with a drop down with the options of Yes or No. If that field is Yes, a case should be created. It isNext 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
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access
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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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