Formula Fields Not Updating After Workflow
I have a workflow that triggers a function to update a certain field. I then have a few formula fields dependent on that field. All formula fields that depend on the updated field from the workflow do not update until I refresh the page. Is this expected
How to combine values from records of a linked module?
Hello, I am having a custom module "Subscriptions". Each subscription has different invoices (module "Invoices") linked to a subscription. And each invoice has a single line field "Subscription_Issues". I want to combine all of these values from all invoices
How to export 4500 contacts?
Good afternoon, tell me, please, how can I unload Contacts and Deals. 4600 contacts and 3077 deal. Can you help me?
Best practice : when to convert lead to Deal
Hello, I'm new to Zoho and run my own business. To make sure I'm using Zoho correctly, when do I press convert, from Lead to Deal, at what stage in the conversion funnel/conversation. I want to make sure I can a) monitor status of all pending lead or
How to create an Event with a link in description using deluge
Hello guys, I am trying to create an event using deluge writing something like the below (in a mass update action) IdsList = formID.toList("|||"); m_ScheduleMeeting = Map(); m_ScheduleMeeting.put("$se_module","TLMX_Technical_Works_Form"); m_ScheduleMeeting.put("All_day",false);
Auto increment number when a task is cloned
Hello, I have the following question: is there any posibility to autoincrement a number on a field when a task is cloned, but when a task is created the same number to be 0? For exemple, let's say I have Task#1 with the field No = 0. When I create a clone
API connections for dummies
I feel really stupid asking this, but my brain doesn't seem to work properly when thinking about API connections. I have a third party app that I'm trying to connect to. I have to send credentials (API key in header, username/password in parameters) to
How to calculate dates depending on certain fields?
I am looking for a way to calculate a due date in the Invoices module depending on the value in the dropdown/select "Payment Term" (in this dropdown I have the values 30 days, 50 days and 60 days). So the thing is, I added a formula field in the Invoices
Send Facebook Facebook Lead Ads As a Recurring Email
Hi, Does anyone know how we can send all Facebook Leads collected in Zoho as an email every Monday and Friday. Regards, Jeevi
Issue with Zoho CRM Rest API - Cors Error
I have an issue with calling Zoho API from React application, Can anyone please help me with this issue. link Below I have mentioned the API endpoint and screenshot please look into it. End point - https://accounts.zoho.com/oauth/v2/token
Zoom Voice/VOIP integration
Hi- what are the chances of integrating Zoom voice service with Zoho CRM? As we already have their meetings integrated would it be possible to integrate their VOIP service as well? I know first hand their voice service since the pandemic has grown quite
I canceled my account months ago and you keep charging me
I canceled this account months ago and you have been charging me non stop. Refund my money. NOT HAPPY!
How Do I Find the Zoho CRM Attachments Related List using workflow
I'm trying to create a workflow for "whenever an attachment is added to the lead, that leads should be converted to contact of a particular account" but I'm getting all fields but not for attachment. Is it possible?
Webhooks - capture "Response" in a Custom Field
It would be very useful to be able to get the return response from a Webhook and capture/record the response within a Custom Field. The main reason I would welcome this, is that most of the time I wish to use a Webhook, I end up writing a Custom Function
How to edit the mobile view of my templates?
Hello, I have created various templates to use from Zoho, but the mobile view is completely distorting and I am not sure how to edit it, or if it is even possible. I would appreciate any help. Thank you.
Closing out a lead
How do you close a lead so it does not show up in sales reps lead list?
Zoho CRM User Experience is so bad
I feel that strongly about how badly designed Zoho CRM is, the user experience is just shocking. Compared to the other CRM systems out there Zoho was last on my list. If they give a crap about their software they need to chat to whoever designed Zoho Invoice and apply those principles.
Using dynamic parameters at a request body of connector API
I am trying to connect ZOHO CRM with a 3rd party app. I created the connector and authorized it. I want to add any new ZOHO CRM accounts to my app directly. Request Body of API is as below: { "data": { "id": "string", "type": "contacts", "attributes":
Updating Account record from information in another module
I have a field in one module that shows products using a lookup field. I would like to add functionality so that when this lookup field is populated, it automatically adds the product to the Account record. Does this need to be done using a Function?
Invoice/Estimate Auto Creation in Zoho Books From Deals
When we integrate CRM with Books, we know that we can automate Estimate/Invoice creation depending on what stage of the Deal we're at. This is a welcomed feature. But like many things in Zoho applications, things are left at 90% completion. This is a
How to setup round robin rule?
Hello, I want to know how to setup round robin rule? Also I need to know how can we see that the round robin rule is working? Looking forward for your response ASAP! Thanks
Editing Realted list Inside Module Deals
Hi guys, i want to check up if there is any option to edit Related List inside module deals Actually, my intention is that if there is an entry on the Related List that is linked to me for Module Deals Can I change any data in the deal screen? I am attaching
Getting Custom Task Statuses to be seen as Completed/Closed
Under CRM > Modules & Fields > Tasks Template > 'Status' Picklist... If I add a custom status (ex: 'Expired' or 'Junk') How can I tell Zoho to treat that status the same as 'Complete'? Currently, if I open the Contact (tied to the task) and look under
Exporting more than 3000 Account records from Zoho CRM
My client's Zohz CRM contains more than 3000 records. However, for development purpose, I need the accounts list to be imported into a development CRM account. When I try to export from the target zoho CRM account (enterprise version), I only get 3000 records in my export. Is there any means by which the number of exported records be increased by another thousand or so? Would zoho provide a cloning service to create a staging environment by cloning a production zoho CRM account to another Zoho CRM
Leads in contact view
We get multiple leads from the same contact occasionally, is it possible to have a view on the contact page which shows all the leads that have been assigned to that contact, and shows their conversion status?
Auto Populating Amount in Deal from Products Selected
I am trying to use below code found in a Zoho blog to auto populate an amount field in a Deal products = zoho.crm.getRelatedRecords("Products", "Deals", potId.toLong()); unitprice = 0.0; for each product in products { unit = ifnull(product.get("Unit_Price"),"0.0").toDecimal();
How do I create a Client Script that takes data from one field and moves it to other fields?
I have a field on a Zoho Form for customers to enter serial numbers to register for extended warranty. They can enter multiple serial numbers into the same field, separated by commas (API: Serial_No_Product_1) I want to set up a Script that will take
Kaizen #87 Multi-user Lookup in API V4
Hello everyone! Welcome to another week of Kaizen! In this post, we will discuss multi-user lookup fields and how to handle them in API. What is multi-user lookup? Multi-user look up is a lookup field that lets you add multiple users to a module record.
CRM Business Messaging
Good day, We have linked our WhatsApp business with the CRM. However, we can not find where to change the profile picture displayed on the WhatsApp chat. Where can I choose the profile picture for the whatsapp Number? Regards
Mailchimp unsubscribes not syncing in Zoho CRM
I am having an issue where I sent out a campaign in Mailchimp and contacts that have unsubscribed in Mailchimp are not showing as unsubscribed in Zoho. How does this work? Is there a step that I am missing or something that is broken? I know that I have
Setting an extension field as mandatory
How do you set a field added to the CRM by an extension as mandatory?
Connector for Microsoft Power Automate and ZohoCRM?
I'm surprised there isn't a connector for Zoho CRM with Microsoft Power Automate (formerly Flow). Why is this? Does Zoho plan to produce a connector? If not, is there an OpenAPI definition for the REST API that I could use to create a connector relatively
How can I add product quantity in opportunity?
Currently we can add products to an opportunity but I haven't found how to add a quantity for the product. Any idea?
Custom function to check multiple orders
I have a module "Orders" containings orders of companies. The field 'Status' indicated whether this order is active or not. The field 'Enddate' indicates when this order will expire. I have a workflow, which is triggered 45 days before the enddate. This
Way to automatically link Custom Phone Module to Lead Record?
So with all of my fields combined, I believe I will go over the 300 fields unless I create custom modules to lessen them. I am planning on creating a phone module and an address module. I understand the lookup feature, but how can I do this in batch?
Button in custom module to create a new Deal
We have a custom module that we'd like a button to create a new Deal. The custom module has some information we'd like to transfer over to make a new Deal. We have written a function for this button. When the button is clicked, it shows an error. Here
Creating Tickets from CRM
We have some custom modules in CRM that our users use to track internal projects. We'd like them to be able to create a help desk ticket to get support from IT. I've added the custom module to the Desk integration, but there is no option to create a ticket.
Fetching a record within a time range in custom function?
Hi, So I have to write a custom function where I need to fetch all leads created after 7 pm and before 10 am the next day. But the search record does not have any operator which can make such a fetch. Creation time is stored in the created_at field. Is
How to get notified when an email is bounced?
Hi, We have various problems sending email out of Zoho CRM. (marked as spam, bouncing etc...) Is there a way we can be notified when an email bounces? I know you can enable the little bell icon to notify when an email has bounced, but that means we have
searchRecord API query with spaces in criteria content and value?
Hi, Using curl to test a few API queries. Seeing issues when the criteria has space and values in it. Good -> curl -s 'https://crm.zoho.com/crm/private/json/Tasks/searchRecords?' -d 'scope=crmapi&authtoken=$token&criteria=(Status:In Progress)' --- {"response": {"result": {"Tasks": {"row":[ {"no":"1","FL":[ .... --- but when I try a query with a space in the term it fails: curl -s 'https://crm.zoho.com/crm/private/json/Tasks/searchRecords?' -d 'scope=crmapi&authtoken=$token&criteria=(Related To:Virgin
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