How to add custom fields in User profile (Not in standard and custom modules) or in admin settings?
Hi, I want to create custom field in User settings, profile so that I can save some Auth-keys in that field and that field will not be used in basic CRM flow. That will be accessed by us in API to get that key and to use that for authentication purpose. I have does this thing in Salesforce CRM. So I hope this is allowed in Zoho CRM also or somehow similar scenario. Please help me to get over this issue. ThanksHow to get Auth Token of an account using custom function or Zoho API?
Hi, I am working on creation of a Zoho Extension using Zoho Platform. Here, I need auth-token of account on which our extension will be installed. So I need to get auth-token dynamically, means I need to get auth-token of the account using custom function/Deluge script or Zoho API. Is it possible to do this? Please tell me. ThanksHow to get/update record in a custom module in Zoho Extension through deluge script/Custom function?
Hi, I am working on Zoho Extensions, with a custom module and custom fields in it. And I am succeeded in it. Now I want to apply some workflows on that custom module. My custom module name is Test Services, and its API name is test_service, I think. I have written custom function for that, but it is giving me error: Error evaluating MAP expression. My code is: void workflowspace.autoPopulateFields(map test_service) { testService_ID = input.test_service.get("testextension4.Test_Services.ID");How to write custom function in Zoho Platform for a portal/extension?
Hi, I am working on extensions in Zoho Platform. Here I am following the help guide of Zoho Platform. i.e. https://www.zoho.com/developer/help/extensions/quick-start.html Here I am trying to create Workflow in Zoho extension to perform some automated tasks. But I am getting an error while executing my code. The code is: void workflowspace.Roll up amount to account(map potential) { accountid = input.potential.get("ACCOUNTID"); potentials = zoho.crm.searchRecords("Potentials", ("(ACCOUNTID|==|"Integration with webinar software
I am researching different webinar software products and am thinking of opting for Webinar Ninja - can this be integrated with Zoho CRM?couldn't access ServiceDeskPlus On Demand API
What ever API I used, I'm getting the below response { "operation": { "name": "GET_REQUEST", "result": { "status": "Failed", "message": "ACCOUNT_REGISTRATION_NOT_CONFIRMED", "error_code": 4001 } } } Any suggestions regarding this would be great.Related List
We have related lists in the left sidebar which are connected with our Zoho Creator links. Previously we were able to click the '+' button and the Zoho Creator application would open up as a pop-up in the same CRM window. However, today the links are not opening up as they did previously. Attached is our current set up and how we could previously add Zoho Creator records in the CRM. Will you be adding this functionality back into the CRM setup?Showing content from one form in another form
I have a form, "Project registration", containing information about my company's projects. In another form, "Project evaluation", I want the user to enter the user to enter the project number. Based on this number, informaton about the corresponding project in "Project registration" should be retrieved and displayed (no editing) in the form (Project leader, budget etc.). This is useful as background information. Any suggestions, tips? Best regards, HowieAlert when someone registrates via webform
Hi, I was wondering if it was possible to receive a Email when someone registrates via the webform? Thank you, JoeriRunning a report for activities
Is there a way to run a report that will search clients that have a certain open activity and then pull the address information from each client?Mobile App Quotes
As a Road Warrior, I can tell you that not being able to access quotes by a quote number really sucks. I had a customer interested in making a significant software purchase and I could not access his quote to discuss it. Be aware that often we have multiple quote in to the same account, for example University of Anywhere, and trying to access it by account is not easily done. At any rate, it just should work that way; that I could pull up a quote by its reference number.I Need support to understand what happened to my admin/ super admin access
I loged in through info@fredys.net and which was my admin access and created additional email id's. I think I deleted info@fredys.net and recreated the same with a different password. Now when I login, Iam unable to see my admin setup in this login. So please assist me on this. This is very urgent.I would like to retrieve a value from the Query String in the URL from a form.
I am trying to pass a value from one application to another. I have the variable that I want in my url, but I cannot figure out how to get it to the form I need it for. My URL looks like this " .../#View:Opportunities_List_Page?UserEmail=" + User.Email I would like to get my form to populate the field "UserEmail"Problem while trying to send e-mails in C# using zoho smtp
This is the code i am using to send email... MailMessage mail = new MailMessage(); mail.From = new MailAddress("from email"); mail.To.Add("to email address"); mail.Subject = subject; mail.IsBodyHtml = true; mail.Body = body; mail.Priority = System.Net.Mail.MailPriority.High; SmtpClient smtp = new SmtpClient("username", 465); smtp.EnableSsl = true;Accordion Open on hoverintent How do I add Icon on a sub-menu
I have only a modest grasp of how to work with jQuery and this site, so please bare with me. I have Accordion Open on hoverintent working with the icons on header <h3> elements. What I need help with is adding a sub-menu to the main menu (the one that's working) using an unordered list with the <li> as the sub-menu item. <div id="accordion" class="ui-accordion"> <h3>Photo Admin</h3> (working here) <div> <ul>(not working here) <li><a href="#">Link 1</a></li> <li><a href="#">link 2</a></li>Can't verify my account
Hi, I have FOLLOWED those steps however I still can't verify my account! PLEASE HELP MEZoho Java SDK
I am looking at a custom software project (Java) where I would integrate other systems with Zoho's CRM. I see there is a raw HTTP API but that will be tedious building that out to a full fledged SDK with all the various methods and parameters. Does Zoho have a Java SDK for CRM integration or if not is the Zoho API exposed as WADL (or some REST schema) so I can auto generate a client for the Zoho API? -DaveIncrease the size of attachments to 10 Mb
to whom it may concern, I am fed up with your eighties-kinda technical limits of the emails: I can't send an email greater than 3Mb? Please change this limit ASAP, Kind regards Abdelkrim BOUJRAF http://www.amia-systems.comAny explanation
Hi I have create api to get records, it give information when i hit in browser, but not give any information from curl or fopen function in php. https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=b75436f7949bde6aee6d18650a8600e4&scope=crmapi thanks zaheerProblem while trying to send attachment in email C# using zoho smtp mail
CDO.Message message = new CDO.Message(); CDO.IConfiguration configuration = message.Configuration; ADODB.Fields fields = configuration.Fields; ADODB.Field field = fields["http://schemas.microsoft.com/cdo/configuration/smtpserver"]; field.Value = "smtp.zoho.com"; field = fields["http://schemas.microsoft.com/cdo/configuration/smtpserverport"]; field.Value = 465; field = fields["http://schemas.microsoft.com/cdo/configuration/sendusing"];Is Upsert Method available in Zoho API?
Hi, Want to know that is there any upsert method is available in Zoho API? This method will automatically check wheater particular records needs to insert or update by that method itself. Thanks, Parth Shah.Can you convert a closed potential into an installed system
We sell capital equipment. Once the system is sold we close the potential. What we would like to be able to do is convert it into an installed system. All the associated contacts and history would copy across. Has anyone done this? It would be a module that behaves like the potentials module but is for installed systems.Lead Source Screen
I'm the administrator on my account. I have defined the leads screen but when the other users login they are not seeing the same format as I have. They are fields that do not show; i.e. State How do I setup a screen that can be viewed by everyone?Error - Delivery Options
(STILL WITHOUT AN ANSWER)Good afternoon, my name is Barbara. I would like to talk about an error thats is occurring while I try to fill the post office mode (in Brazil, we call "modo de entrega" you can try to translate if you does not understand). The option is selected and saved, but it does not appear in the final document. We need some help to solve this, because we've tried all the options and buttons and it did not work.Belgium
Dear, I'm gone do the trial for you crm system but in Belgium we use 2 languages. This might mean we have to communicate to one client in Dutch and to another one in French or even engelish. Do you support this ? Greez TreesCan display events module in Home
hi, I want to add events as a list in my home tab but I can't because it is not listed - is there anyway of doing this?How to restrict other user do not quote my customers?
I need not mess with my clients and not traded without my knowledge and permissionopen activities - send notification emails
Hello, When I started using CRM a couple of months ago, I was able anytime I created a new open activities to send a notification via emails. Since 3 weeks now, even if I tick the option 'send a notification via email' I did not receive any email. Would you please let me know what changed, as I really like and need this option? Thank you SabineIs the "Sign Up Form Themes" feature included in the free edition of Zoho CRM?
I am trying to update the "Update Profile" form that is featured in my footer. But I cannot seem to find it in the settings, campaigns themes or the library. Is the "Sign Up" Forms Themes included in the free version of Zoho? Here's the answer from a previous post: Ans: Please follow the steps below to edit the "Update Your Profile" email sent to your subscribers, Settings---> Sign-up Form Themes---> Edit---> Notification Mails Customization---> Select "Update Profile" from the drop down next to
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For example I have 280 countries list, I need to compare with ISO codes. if(Country == "Aruba") { ISO_Code = "ABW"; } else if(Country == "Afghanistan") { ISO_Code = "AFG"; } Or ISOcodes = Map(); ISOcodes.put("Aruba","ABW); ISOcodes.put("Afghanistan","AFG);Zoho Developer Community Monthly Digest - October 2024
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Zoho Developer Community Monthly Digest - October 2024
Hello everyone, This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in! Upcoming EventsAll about extensions
Extensions are installable plugins or add-ons that help enhance a product. With Zoho extensions, you can improve your existing Zoho products or integrate with third-party apps. Why extensions? Some in-product customizations are available for your ZohoZoho Developer Community Monthly Digest - September 2024
Hello everyone, This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, andZoho Developer Community Monthly Digest - August 2024
Hello everyone, Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in! Upcoming Events To stay on top of the upcomingExtensions 101: Build Extensions for Zoho Finance suite
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