Is Mobile App Available for Vertical CRM?
We are trying to build a vertical CRM and potential client asked this question. Anyone have Mobile App functionality for their Vertical CRM?Javascript EmbedApp SDK - Functions
Hi, I would like to know if it is possible and how we can use CRM FUNCTIONS that are not marked as REST API using the JavaScript SDK, currently, the solution that is in the documentation only works for REST API FUNCTIONS. However, we have some concernsZoho Sigma and Catalyst IPs for Whitelist
Hi there, We are developing a series of integrations between Zoho CRM and Zoho Desk with an on-premises system for a customer and they have firewall rules to access their server, so they are requesting the list of IPs addresses for our backend calls,Is zoho developer custom solutions platform available at the moment?
Greetings I've read the zoho developer custom solutions documentation in length and i've found this statement: "Due to an overwhelming number of signups, the Custom Solutions beta is temporarily closed for new signups from 19th June 2020. However, existingUsing COQL with JS SDK
Hi, Is it possible to use COQL functionality available in the v2 API with the JS SDK for embedded applications? Thanks, ConanFiltering Sync in vCRM and Inventory Integration
I have a vertical CRM with Inventory Integration. In inventory, there is all the products my clients purchase, including items they don't resell. In the vCRM whenever they create a Quote and add a product, ALL the items in zInventory show up on the listSpecify Connector API with query params using zoho.crm.invokeConnector('name', <map of params>)
Can't pass data to the Connector API. Writing Related List for my Extension and can't access 'id' and 'key' params in Connector's API: m = map(); m.put("id", lead_id); m.put("key", "lead_id"); resp = zoho.crm.invokeConnector("myconnector.mycall", m); How do I can now access to the map 'm' data in Specify the URL field in my Connector API and than use as query params for GET request. See attached screenshot. Thanks!View As option
It is really difficult to set up permissions for clients, especially as admin because we can't see the results of setting changes. It would be great if there was a setting where we can "view as" different roles. Currently when I troubleshoot a permissionsAdd a button to a related list in CRM
There is an existing relationship between Deals and Quotes that is built into zoho crm. We have made a button in sigma that will create a sales order and launch the associated creator app with the id of the new sales order. This is visible from the QuoteIMAP Discontinued for Outlook365
I was trying to set up email in my clients vCRM and was getting authentication errors. Apparently, Microsoft is no longer going to support IMAP basic authentication. When working with my clients ISP, we were able to get IMAP enabled again...and the setupField no longer used counting towards look up quota
Hello! I am having an issue with the lookup field limits. My vertical app is published, but as I improve and make changes I am running into issues. Specifically with the lookup field limits. SCENARIO: I have a module called CARs. I have used all fiveCompany 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?Next Page
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