Mobile Optimised CRM Widgets
Hi, Hoping for any advice you can share on what I'm trying to create. I'd like to make a widget including the Google Map API using the Zoho JS SDK. This widget will be accessed mainly by mobile users, so I would like to keep it out of the CRM itself so that it will be properly accessible/optimised, but while still using the SDK to link back to CRM and management authentication. Is this possible? If there's a better way to manage what I'm looking for please let me know! Thanks, ConanZoho CRM Embedded JS SDK
I am super excited that our Telephony widget has finally made its way to the main app, and no longer requires accessing it from 'crmplugins.zoho.com'. Thanks Zoho Developer Team. On to my questions, first, our telephony widget has been working great for nearly a year now I think, and I am planning to update the Embedded JS SDK version to 1.0 but was wondering if there are any breaking changes I need to be aware of? Second, I was hoping to start logging the outgoing calls and SMS and was wonderingZoho Developer Vertical CRM - Add Module
Ive just started to play around with Zoho Developer and Vertical CRM. I am trying to Add a custom module but when I click Modules from the menu on the left hand side - The menu pane disappears and I just get blank screen as per screenshot below with no option to add. What am I doing wrong?Introducing Zoho Developer: An exclusive developer space to expand the functionality of Zoho products.
We're pleased to announce a brand new, cost-free addition to the Zoho family: Zoho Developer. This new suite of tools will help our independent partners grow their businesses by building extensions and integrations for many of Zoho's cloud-based business apps. The Developer Console is a comprehensive toolbox that includes all the components needed to build powerful extensions and third-party integrations. By creating pre-built, modular software components, developers can either extend the core functionalityGetting Authentication error during execution of custom function
I am trying to write below custom function for automated workflow in my developer edition for trial version which triggers it (Removed create Record logic below) leadDetails = zoho.crm.getRecords("Leads"); info leadDetails; I tried to execute it for test. It throws authentication error. {"code":"AUTHENTICATION_FAILURE","details":{},"message":"Authentication failed","status":"error"} It works fine if I use it in trial version. Is the command different for developer? I will appreciate the help.How to add a button in a form apart from submit/reset buttons?
I have a small task. 1) For a multi-line field in my form, I need a button adjacent to it. This button when clicked should run a script and capture the data as input into the field. How can this be done? 2) The script should run a stored executable jar file. Is it possible in zoho, kindly help. Thanks.Update Event on Zoho PhP SDK v2
Hi there, I am using php sdk and configured it successfully. Getting Events on my screen, Now I want update Events through event ID, I am not able to get an method How Can I update events. $entityId ="869559000039430002"; $apiResponse=ZCRMModule::getInstance('Events')->getRecord($entityId); $record = $apiResponse->getData(); $update_data = array( 'Notify Staff' => 'true' ); $response = $zoho_api->update_record($module, $record_id, (array($update_data))); Please help me on this. Thanks!CRON SERVER SIDE USING API OAUTH 2
Hi, Im developing an asp.net application,it works like a CRON JOB and i need get the authorization request without do interaction in the web browser. Self Client code expire in 10 min. Thanks.CRM - Using Deluge to populate field on CREATE.
Can someone please give me the example syntax in a Deluge function for the following? I am able to create a Workflow rule on EDIT which populates a field on a record based on some logic. But I cannot figure out how to do the same thing on CREATE. I suppose the reason for it not working on CREATE is at the time of the new record being added, that record does not yet have an ID. Therefore, there is no way to populate values in a map and do an Update, because that new record does not exist yet. Am Iregister event listener ZOHO.embeddedApp.on("PageLoad")
I am try to develeop an extension and I need to get selected Contact records on a custom widget I am using google chrome browser the below function is not working <script> ZOHO.embeddedApp.on("PageLoad",function(data){ console.log(data); }) </script> and below is working <script> ZOHO.embeddedApp.init() </script So my question is Why the ZOHO.embeddedApp.on("PageLoad") is not working although the ZOHO.embeddedApp.init() working. Also I am open other solutions to get selected Contact recordsBluepring available in Vertical CRM?
Hi! We are starting to build a CRM for our Vertical and can´t find the option for Blueprint. We see it in the non-Vertical Zoho CRM but not in the Vertical Zoho CRM. Any help is greatly appreciatedHow to get data from custom module in Zoho CRM by API?
Hello everyone, Today, I feel happy because I add new module success. Then I must have next step: How to fetch data from a custom module? For example,I create a new custom module named "Potentials", I try to fetch data by: https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=my_token_string&scope=crmapi but it isn't success (It return data from a difference built-in module). Please help me! Thank you!Zoho CRM API issue - The underlying connection was closed: an unexpected error occurred on a receive
We have a .NET 4.0 custom Windows desktop application which is making Zoho CRM API calls. We intermittently get this error when calling the Zoho CRM API: the underlying connection was closed: an unexpected error occurred on a receive It does not appear specific to any particular call and it seems very random. A lot of Google searching seems to point to TLS version, but Zoho has not yet forced requirement of TLS 1.2. So we believe this is not the issue. We are also not exceeding our API call limits.ERROR_invalid_client in Oauth process
Hi there, I'm tring to create an app for Zoho CRM but I have a problem during the authentication flow. In the first part of my development I created the OAuth app in the same account that required the permission. The Oauth flow seems correct, after the call I'm able to make call to Zoho CRM with the access token and also able to refresh the token using the refresh token too. After a lot of tries I moved the OAuth app on a different developer account (recreate the app) and of course I changed allCan I use subforms in developer edition?
I can not find a subform on layout editor. Is it still not available?Developer Changes Don't Populate In Sandbox
I'm not sure if there is a trick to this, but I've created a new module in developer with some custom fields. The module shows up, and I can create records, but none of my custom fields show, it only shows the stock fields that are added to a custom module.Creator API - Access subform field values
Is there a method to get subform field values using the Creator API?Add features galore using Zoho Developer Widgets
When Widgets in Zoho Developer are put to good use, there are no limits to the extent and scope of the features that can be added to a VCRM (Vertical CRM). Mentioned below are some use cases to encourage you to explore the limitless possibilities that Widgets offer. We conduct weekly webinars and training sessions on Widgets. Please reach out to training@zohodeveloper.com for more details.Types of Widgets in Zoho Developer
Previously, we looked at how to build a widget using a sample Related List widget. Zoho Developer also supports four other types of widgets. To learn how you can customize your application using these widgets, click here. We conduct weekly webinars and training sessions on widgets. Please reach out to training@zohodeveloper.com for more details.API for IMAP/SMTP
I'm wondering about using API to make a front-end for Zoho Mail that provides a custom interface. Is this something the API is really meant for?What is the API call to get the Org/Company details for a Zoho CRM account?
I use the following to get the active Users: https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=[authtoken.....................]&scope=crmapi&type=ActiveUsers What would be the string to get the details on the Company, at: https://crm.zoho.com/crm/ShowSetup.do?tab=general&subTab=viewOrgDetails Thanks! KimAn Introduction to Widgets in Zoho Developer
What are widgets? Widgets are embeddable components that enable you to incorporate new functionalities into your CRM and extend the feature set of applications. Widgets provide contextual information from third-party software alongside your own application data. What can be achieved using widgets? Integrate third-party applications with your CRM software, eliminating the need to rely on different systems for information. Work in tandem with your application data and real-time data from a third-party product.How to import MBOX to Gmail?
In order to import or restore MBOX file backup Gmail account you can go for Advik MBOX to Gmail Import utility. This utility will import MBOX to Gmail or G Suite account without any configuration. This tool is considered as the most easiest and simplest process to perform email migration. Key Feature of this tool Import MBOX to Gmail in Bulk Maintain folder struture Retain Key elements Single Panel Interface 100% accuracy rate Download source : http://www.adviksoft.com/mbox/gmail.htmlHow to create an audit function in deluge
Hi there. to be able to report on the changes in a leads status, I want to create an audit module, and push data into it every time the lead status field changes. I'd like to store: * Lead ID * Old Status * New Status * Person who made the change * the date the change was made I'm moderately comfortable in Deluge (but no expert!). I was thinking of creating a workflow on field update of the lead status field, but can't work out how to get the old field value in deluge. I am sure I'm missing somethingAdding Item values from an estimate - Zoho Books
Hi, I'm trying to figure out how to get items/products from a created estimate and bucket the values for each item into either setup or recurring. I currently have a function that sends the total value of the estimate back to the CRM but I need to now separate out the total into recurring fees and setup fees for each line item. I've created a custom field in the item module to identify whether its recurring or setup. Can anyone point me in the right direction? Can I use a loop to scroll through theRingCentral Intergration Fax
Hello Zoho Community , I recently intergrated with ring central with zoho crm. Ring central is a fully loaded buisness VOIP and Fax system , however I think there should be a button in Zoho to allow users to fax out the same way users are able to fax out on the ring central web application. Myself and many other users are industries that communicate through fax. Its such a burden to have to download pdf and then send manually. If possible an activiity log built in to the module as well would beDeveloper Help
It is abundantly clear that Zoho needs dedicated support for it's developers. I can't get answers to basic questions about the platform. I have clients I am developing for that can't wait weeks for answers. Please provide information on how to contact support and have a reasonable expectation of an answer in a reasonable period of time.API
Estimados me pueden ayudar, estoy utilizando el siguiente código y la api me indica: "Unable to populate data, please check if mandatory value is entered correctly." Esta es la llamada que estoy realizando: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=autotoken&scope=crmapi&xmlData=<Potentials><row no="1"><FL val='Potential Name'>First Potential</FL><FL val='Description'>description of the potential</FL><FL val='Closing Date'> 01/04/2009 </FL><FL val='ACCOUNTID'>631505366</FL><FLTelephony Widget Broken on Chrome Browsers
Hi there, Big problem here. Chrome has deprecated the 'getUserMedia' method on 'cross-origin' iframes for some browsers already, and since all telephony widgets are embedded in iframes, and in most circumstances are cross-origin, so most Telephony Widgets are unusable in Chrome. This is the exact error message when making a call from our Telephony widget on some versions of Google Chrome, I suspect the deprecation is going to roll out over the coming days to the rest of our browsers, this error isUnable to get Organization Id in custom function
Hi there, We are working on a ZOHO extension. We are unable to get organization id in a custom function on click of a custom button. Also, can we get any unique identifier that would accessible in both custom function and embedded app.What is the best practice to monetize an Creator App through the Developer platform?
We are new to the Developer platform, we have created a couple apps for clients but are still not clear on the correct process to monetize and collect using Zoho Developer. Here are some questions we are looking to get cleared: 1) Is it necessary to add one user in the client´s account to add an external developer? 2) Is there a way to get Zoho to charge the base user fee, plus the developers margin to the client in one transcation with the client? We saw something similar with the Developer CRMWebtab Parameter for Organization
Hi, Is it possible to pass an identifier for the organisation in an extension web tab? I saw the example documentation appears to have a variable in the URL but there is no documentation I could find. The link above on https://www.zoho.com/developer/help/extensions/customize/related-lists-and-web-tabs.html seems to show passing ${OrgName}. Is this possible? Are there other parameters that can be passed? ThanksMake fields Mandatory in Zoho Developer
Hi, I am currently working in Zoho Developer Console for creating extensions. In this, I have created a custom module and am in need to make some fields mandatory. But I haven't found any options for that. And also I felt that there is no alerts when I want to return some messages. Can anyone help me to solve this issue? Thank You,Custom Action - how to create a custom action to view records in one table based on a related record in another table
I have two tables. One is called “campaigns”. The other is called “tactics”. You have multiple tactics for each campaign. The “tactics” table is linked to the "campaigns" table by the lookup field “campaign_name” in the tactics table. Each campaign is treated as a separate record in the "campaign" table. I know I could create a subform in the "campaigns" form that would allow you to enter tactics within the campaigns form, and the 1 to many relationship would be created automatically, displayingHow to get the joblist from api integration?
I develop integration the joblist from CRM to my site, and I don't know how I can do it. In documentation nothing about it (joblist support). Any idea?IMAP emails report
I want to be able to create a custom field or a report that will show the last email sent date in a record (leads, potentials and contacts) for emails sent by both Zoho CRM and IMAP. I use Google Mail. How can I use the API to build such customization?Zoho Creator integration with FedEx
I've to integrate Zoho Creator with FedEx Courier. So that I can get the tracking info like delivery status and delivered date should be updated automatically based on Docket/AWB no. How should I achieve this?How can I install Zoho Developer Extension in Zoho sandbox?
Hi Team, Can you please elaborate? How can I install Zoho Developer Extension in Zoho sandbox? Using the following kind of Extension installation URL: Thanks, ParthI can't save any new modules and layouts.
I am using CRM for Verticals in Japanese. I can not create and save a new module. I can not save a new layout. Save and Save Layout button does not respond. Japanese is garbled. Can not you use it in Japanese? Is it a bug?Import Data before Publishing
Hello, I was wondering if it's possible to import data using a module before actually publishing the vertical. For example if I wanted to create a module called Zipcodes and preload it with all the US info will this info be passed on to the final product or does the user have to create this. Anyone know? Thanks, JoeNext Page
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Zoho Developer Community Monthly Digest - March 2024
Hello everyone, In this digest, we've brought you a roundup of the highlights, community discussions, resources, and updates from March to keep you in the loop. Let's get right to it! March Highlights Zoho Developer Hangout 13 Zoho CRM offers flexibilityAnnouncing Zoho Developer Community Bootcamps in India | Zoho Extensions
Hello everyone, We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps focus on empowering developers of all skill levels to learn and build extensions for Zoho products and potentially monetize them by listingBest Practices - Zoho SalesIQ Chatbots
Explore these handy tips and tricks for making your chatbot better and keeping it up-to-date. Nudge your targets: Prompt the bot to be proactive to your target audience by setting rules within the "Choose bot audience" bot configuration. Menu Navigation:Best Practices - Client Script
Hello everyone! We are thrilled to share a selection of top-notch practices for optimizing your experience with Client Script in Zoho CRM. Always review your code for accuracy and optimal performance before implementation. Prefer Static Resources to manageZoho Developer Community Monthly Digest - February 2024
Hello everyone! We're thrilled to share the highlights from February, including our recent in-person Bootcamp and exciting news about our growing extension library. Don't miss out on upcoming events, insightful resources and community discussions. Let's
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Zoho Developer Community Monthly Digest - March 2024
Hello everyone, In this digest, we've brought you a roundup of the highlights, community discussions, resources, and updates from March to keep you in the loop. Let's get right to it! March Highlights Zoho Developer Hangout 13 Zoho CRM offers flexibilityAnnouncing Zoho Developer Community Bootcamps in India | Zoho Extensions
Hello everyone, We're excited to announce a line-up of Zoho Developer Community Bootcamps in India. These bootcamps focus on empowering developers of all skill levels to learn and build extensions for Zoho products and potentially monetize them by listingZoho Developer Community Monthly Digest - February 2024
Hello everyone! We're thrilled to share the highlights from February, including our recent in-person Bootcamp and exciting news about our growing extension library. Don't miss out on upcoming events, insightful resources and community discussions. Let'sZoho Developer Community Monthly Digest - January 2024
Hello everyone! Welcome to the latest edition of the Zoho Developer Community Digest. As we begin the year with renewed vigor, we're thrilled to present a roundup of engaging discussions, valuable resources, and noteworthy community highlights from January.Zoho Developer Community - 2024 initiatives
Zoho Developer Community is a hive of innovative minds, where collaboration and knowledge sharing reign supreme. This platform offers a variety of avenues to support your development journey in Zoho, including the Developer Forum, Developers Zoho User
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