Company numbers in org settings
Unless I’m missing something i can not find an option to add fields to the company details section, in our industry we have authorisations Like ICO, FCA & Company no that are required to be on invoices and emails. I would make sense to have this storedModule and Field Permssion
I have an issue that keeps coming up in my vCRM. I imagine the same issue is in the standard CRM as well. I have a module called CARs, that has a drop down list to select an Account. I want the users who have access to this CAR module to be able toDeleting a Sigma Extension
Is there a way to delete an extension from within the Zoho Sigma environment? I can't seem to find a button to do it anywhere? ThanksDocument Templates
Hello all I am working on creating some standard templates for my Vert CRM. I noticed there are only email templates and a few other "Inventory" templates that are locked. After a bit of looking around I see the Mail Merge feature is not available -Updates not deployed for trial users
I am testing out my Vertical App with my production instance. I made some changes and proceeded to perform an upgrade. I received an error that user account exceeded the allowed amount of custom fields. I can only assume this is because they (me)Adjusting zInventory for Non-Sales Items through Vertical zCRM
I am using zInventory with my Vertical CRM. I need to track inventory, not just for saleable goods but also the inventory of maintenance parts/tooling that will be used only in house. So not really a good or a service. So my questions is two-fold. 1.Success Notification
I have a few workflows that include automatically creating records in other modules. The functions work in the background, but there is no confirmation to the user that anything happened. USE CASE: Client issues a CASE. If the client selects "IssueImporting Records Into Vertical App
Hello... My clients will need to import records into my vertical app. For example, they have 150 employees and will need to import them into the system. There are fields that are custom lookup fields that are not importing. In doing research, I believeDate-based Workflow After Date is Updated
Hello! If I have a date-based workflow, and the date is updated after initial trigger, does (or can) the workflow be triggered again? USE CASE: Each piece of equipment has three important dates: Last Maintenance Date: Maintenance Interval in Days: NextWorkaround - Workflow based on formula Date field
Hello everyone! Has anyone created a workaround for triggering a workflow based on a calculated date field? USE CASE: For each piece of equipment a Next Maintenance Date is calculated based on adding Last Maintenance Date and Maintenance Interval Days.Copy date from one module to another
Hello! I have been researching this for a bit and each scenario I find seems to be just enough different from what I'm looking for to confuse me. I'm looking for a simple function that I will need again in the future so I want to learn how to write itTrigger for Autonumber script
I have a auto-number field that I want to populate only when a checkbox is selected. USE CASE: Customer files a complaint and want to return goods. All complaints are logged, but not all goods are authorized for a return. So I have a checkbox (calledCreating a Task that Repeats with Reminders via API (or deluge integration)
Hello, I've been using the API to create tasks with reminders for a couple of years now and am familiar with the required structure of the 'Remind_At' property. I am now trying to create a series of repeating Tasks and I would like the tasks to have remindersQuotes Module Missing
The Quotes Module is now missing from my Vertical CRM development console and sandbox. I am getting a bit concerned as this is the third time for me contacting support because modules were randomly missing from my app. Has anyone figure out why thisNeed Inspiration RE: Updating Inventory Values
I've created a module for the maintenance department to create workorders. There is a subform in this module that lists the parts that are used in the process of carrying out the work order. So we have a MAINTENANCE WORK ORDERS module, and a PARTS module.How to generate oauth token without the need of a user login?
I am trying to create a client-side application that lets a user view tickets from my account. Is there a way to generate a grant token or access token without the user entering my login credentials? Basically, I want them to be able to open my applicationExternal ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this needAutonumber on demand
I have a field that I want to use an autonumber for....but not all the time. USE CASE: In the cases module I created an option to allow the customer to return defective product. When this is authorized (I have a checkbox), a Return Material AuthorizationMissing modules
I am missing some module that documentation states should be included in our Vertical CRMs. The modules that are included are listed here: https://www.zoho.com/developer/help/build-vertical-crm/customization/standard-fields.html However, in my consoleRelated List Question
I have a questions regarding the level of Related Lists. Use Case Example: If I have a SKILLS LIBRARY module, a COURSES module and a STUDENT module. The STUDENT and COURSES library are linked together with a linking module. So...when a course is deliveredWe are looking for an experienced developer
Are there any experienced developers for Zoho Vertical CRM and Deluge in this community? I know this is not a job board but we are having trouble trying to find a good ZVCRM developer. If anyone here can help if you are a developer or who can introduceHow to generate revenue by creating a Vertical CRM on Zoho Platform
Hi Team, I want to build a vertical crm on Zoho Platform. I want to understand how can I sell my vertical CRM to my client as whitelabel means totally my brand without any zoho awareness. How can I rebrand and launch under my brand? How can I set my pricing?Adding Subform to crm modules
Is it possible to add a new subform to a module in CRM using Sigma? If so, how?General Question: What do ZGID and ZUID mean and what is the differences between them?
By The Grace of G-d. Hi, How are you guys? First of all, Thank you for all your continues help in building our verticals! Your help, guidance, support and your open mind to hear our feature requests and ideas are very much appreciated! I Have a generalIs there any way to mark a field as mandatory for the CRM
Once I've added a field to sigma, is there any way to make that field mandatory, for example adding a payment type field to the sales order.How can I add a user field to sigma, for the CRM?
In Zoho CRM it is possible to change the owner of a sales order, however outside of the CRM it's not possible at the moment. To work around this we have been trying to put together a sales person form in the CRM that will allow for an intermediary table.After using insertRecords API call to insert Contact will it send ID of new Contact or is there a way to get it?
Is it possible that after using the insertRecords API to insert a Contact, can I retrieve the unique ID of that record immediately back from the response or is there a way to get the last record entered? I need the ID to be able to alter the record orUse zoho crm api for extension
I create extension for zoho crm using sigma developer console. Which ways to call zoho crm api like this docs? https://www.zoho.com/crm/developer/docs/api/v2/ If its not possible how i can send request to zoho crm from my server? I need some webhook endpointsChanging App Name?
I just starting building my CRM and called it a very generic name, for now. May I change the name of the app later?Getting a Oauth token from c# SDK
I hope this makes sense. I am using the c# SDK examples to write records to the CRM Leads. While calling While this is not all my code, I'm hoping its enough to get some help. While calling recordOperations.CreateRecords(); it fails after tryingLogin API
Hello, I want to implement the functionality where the user can login to my app using his ZOHO credentials (like google login for any application). Can you please guide me with the same? Do you have any api for authentication of the user?Search record by tag using API
Hi! I want to filter records by tags in Zoho CRM using the API. First I have to say IDK why tags are disabled in sandbox, it makes no sense at all. But anyway I couldn't find any documentation on how to filter by tags using the CRM API. Can you pointIs it possible to change custom module layout?
The new button for the module shows all the fields (standard + custom fields) in the form. Is it possible to edit the layout to show selected fields like the module customization in the CRM?Front End UI for my extension
I am creating an extension using ZOHO sigma and my extension requires to input start date and end date as a variables. I want to make the front end to accept data from the user and I will store it in custom variables. How to create a UI for this alsoNeed Recommendation for Zoho developer
Hi I'm looking for a professional Zoho developer that can absolutely customize my database to make it more efficient. Things I need done: Upon submission of the web form: -automatically create an account (fill the account fields with concatenations and formulas based on the web form fields) -automatically create a contact -automatically geocode the address. -automatically zone the account based on the geocoded address Upon completion of Zoho Subscriptions Form: -LinkRequest for HELP from everyone (Who has an account with Integromat)
By The Grace of G-D. Hi, If you have an account with Integromat (Even a free account), I'd like to ask your help in a small thing for you but a big thing for all of the current and future developers of Zoho Vertical CRM. There is an app request with integromatSend Mail with custom template variables
Hi I'm trying to send an email vie the Send Mail API and want to insert values that replace the variables currently in the email template. for example our reset password template will have "To reset your password click this link ${<value from API call}"Feature Request: Making API and Functions Daily Limit available through Deluge and API
By The Grace Of G-D. Hi, If it is not already in the pipeline, please consider adding the feature to get the API and Functions Daily Limit and how many calls are left available through Deluge and API. That would help prevent running Scripts that are ofMapping varibles to custom function in vertical CRM
Hi, How can i map variables when creating a workflow related custom functions in the vCRM Console? I Dont see any option. Thanks for your help!Invoke URL - Not possible to pull Record Owner ID?
I am not able to pull the record owners ID when invoking a URL. However, it is available as a field in webhooks. Is this just an oversite?Next Page
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Hello everyone! Welcome to the spooktacular October edition of the Zoho Developer Community Digest. October is a month when technology and cybersecurity awareness take center stage, as it is globally recognized as Cybersecurity Awareness Month. It's aWill Zoho CRM blueprints be coming to Sigma?
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Hello everyone! Welcome to the spooktacular October edition of the Zoho Developer Community Digest. October is a month when technology and cybersecurity awareness take center stage, as it is globally recognized as Cybersecurity Awareness Month. It's aZoho Developer Community Monthly Digest
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