Name Potentials based on two custom fields
Hi, I would like to know if I can name Potentials (renamed Intérêts for my case) based on two custom fields. This is my code so far, and I just don't know what else I can do. potentialIdStr = input.potentialId.toString(); potentialname = input.diffshortname
Teams and Group is the same?
Currently I am reading this CRM Software Features & Capabilities https://www.zoho.com/crm/features.html?source_from=crm-header But I am a little bit confused in the Security tab because it has roles, profiles, and teams, but I couldn`t find teams in Zoho
REST API Timeout after Period of Inactivity
We're using the Zoho REST API with the Node SDK. OAuth authentication successfully works and we use Mongo to store the tokens as per the documentation. We can perform CRUD operations on Leads and Contacts throughout the day. However, we're having a strange problem where the Zoho API stops responding overnight. In the morning (after about 12 hours of the application running without interacting with Zoho), when our app goes to make a request to Zoho, it never returns and eventually times out. If I
The number of Multi Line (Small) field has exceeded the limits
I encountered a weird problem when trying to install an app from marketplace (below). My "Shoots" module (corresponding to native "Potentials") has about 15 of those custom fields — not something I'd think as excessive. I emailed the address noted but
Integration between Zoho CRM & Workdrive
Problem statement When attaching documents in Zoho CRM there is an option to upload from Zoho Workdrive. As far as I can ascertain, the extent of the integration is to attach a copy of the file to the relevant module in CRM. This results in the file being stored in two separate places, i.e. CRM and Workdrive (incurring additional storage and versioning implications). Idea Would it be possible to show hyperlinks to files in Workdrive, thus avoiding the need to upload actual files? Happy to expand
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone! We are delighted to announce that registrations are now open for the US Meetups taking place in May. Join us for an engaging day of discussions and networking on all things Zoho. During these two meetups, we will explore how CRM modules
Set a LookUp field of "Account Name" in "Lead" Stage and preserve the Account asociation when converting to a "Contact"
AS IS: When creating a new lead user is prompted to set Company field and Account field When converting a Lead to a Contact, the Company name is used to create a brand new Account In our use case, we need to set Account field during the Lead process and
Trouble Authenticating
I am moving through the steps to authenticate (after years of our email addresses being authenticated) and am struggling... Please help --- Dear Janese, Your organization's (JanMar Agency) Zoho CRM account currently has users with email addresses connected
Attachment Lead Mapping
Hi all, I have an attachment field in Leads Module. Is there a way to map this when converting it to Contact Module? It is not showing in the list. Thanks.
How can I incrementally count the number of times a condition gets met in a crm record over time?
Hi. I’d love some help from anyone who can provide it. In my contacts module, I have a single select picklist field called Billing Status which contains multiple options. One of these options is “collections”. I am trying to figure out a way to create
Task Reminder Email customization
Is it possible to customize the REMINDER email that get's sent when a task reminder has been set to send a reminder via email? If so, where? Thanks Peter
Copying Subform Data from Lead to Custom Module on Conversion
Hi, I've written a deluge function to create a new module "Merchants" on conversion of a lead. This module will hold data from the lead and will also need to copy data from the subform on the lead "Payment Terminal" to the subform on the new module "Payments_Terminals".
Convert Lead to Deal API Request does not insert URL
Hello, I'm making a request to convert a lead into a deal. The request works well, but the URL I'm passing does not get inserted into the CRM. All the data gets inserted expect of "Link_zum_Kundenvorgang". I proofed the API name and there is no issue
CRM
Can you mix user editions ? For example can the internal staff have the Enterprise Edition of CRM and have outside customers use the Professional / standard Edition, just to look at some of the data ????
Zoho Sheet not showing fields from list view
Hello, I have a list view I made, It's a very simple one showing specific data about the contact and his all companys some what of a quick view. The problem is Zoho Sheet it doesn't show all the fileds from the list view, Can I some how fix this? Attched
CRM Potentials - Notes Import
Hello, We are about to import all our customer and order data into Zoho CRM from an old bespoke system based on SQL. One element of that system is an image/snapshot of visual info which cannot be exported any other way. That image needs to be associated
APIv2 and searching on Date fields
With APIv1 I could set search criteria like this: ((Notification_Date:2018-06)) And that would fetch records with a date from that particular month. It doesn't work with APIv2. I tried both: ((Notification_Date:starts_with:2018-06)) And: ((Notification_Date:equals:2018-06)) And it yields no result. Only if I use a full date (e.g.: 2018-06-18) there's a result returned (with both equals and starts_with), but I'd like to search for records in a particular range, so the technique with "2018-06" was
Count emails sent by specific users
Hello, I am trying to use the Email Report feature in the CRM and I can't get all the emails sent, for example even if I try now to see the emails sent today it shows there aren't any and I tried to send an email and still it won't show
Canvas Rules - Field alignment same as a layout
In Canvas, Is there anyway of getting the alignment of the fields auto arranged instead of the fields just staying where they are but appearing and not appearing when the rules is run?, With layouts the fields just align themself up automictically so
Use Zoho CRM api from Ajax?
Hi! Does anyone know an example of how to use the Zoho CRM api from an Ajax script, if this is possible? As far as I've read (and also tried, but not with Zoho CRM as server), the cross domain prevention can be worked around (http://www.nczonline.net/blog/2010/05/25/cross-domain-ajax-with-cross-origin-resource-sharing/),
Phone Number List Management
I'm trying to do a couple of things 1. Be able to set the "best phone number" by checking a box or automatically designating the newest entered number as the "best phone number." 2. Have a field that automatically tally's the number of fields with value
Activate Zoho Flow through Zoho CRM button (Webhook)
Hello, Is it possible to activate a Zoho Flow with a Zoho CRM button via Webhook? If so, would it be by using a custom function or can I just use "invoke URL" ? Thanks! Vincent
Get CRM data center from Deluge function
Hello, I'm developing a Zoho CRM extension. This extension will be installed in multiple Zoho CRM data centers (.eu, .com etc...) I would like to know if there's a way to get the data center of the Zoho CRM where the extension has been installed in
Way to transfer or copy field contents to another field in the same module upon input?
For instance, I have a custom text field titled "estimate" and another field titled "Latest." I would like "latest" to update with whatever I put in "estimate." If I put down Estimate = 900, I wish to have 900 automatically entered on the "Latest" field
Automated Workflow Emails, No Attachment Option for Invoice Templates
You can send an invoice as an attachment to email recipients manually. Am I correct in saying that you can't send the same attachment when sending email templates automatically using workflow rules? Please tell me I'm wrong. I want to automatically send
How to convert a deal to a project
Is there a way to automatically convert a deal into a project once it is won/closed? Once we have won a deal, I would love a way to simply auto convert the won deal to a new project, so we can eliminate data entry time and decrease errors when transferring
[Update - June 2, 2021] Integration Tasks will Consume API Credits
Hi everyone! Here are a few updates to this post. Based on the feedback from the customers and partners, we have decided to postpone the inclusion of the integration tasks in API credits to August 31, 2021. We have started working on the below tool support:
Is possible to stop Save onBeforeMandatoryFormSave ?
Hi Team I need to stop the Save button on Mandatory Form, my client script is: nombre = ZDK.Page.getForm().getValues(); log(JSON.stringify(nombre)); var transObj = ZDK.Page.getBlueprintTransitions(); var Transicion = transObj[0].getName(); if (Transicion
Customer Experience Workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in the USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
CRM formula datecomp
Hi, we are currently using a formula in Zoho crm to calculate query response time. It looks as follows : Datecomp(${Marketplace - leads.First contact date & time},${Marketplace - leads.Creation time}) We want to make it so that the time only counts from
Please help me understand blueprint
Hey everybody no matter how hard I try I cannot get my head around blueprint. All I want to do is to have states I want tasks created and completed in between states as transitions. Example: not qualified Task: phone client auto email: welcome to my company
Incorrect Format of Home Currency
Hi, I'm using Zoho CRM where my Home Currency is set to Pakistani Rupee - PKR. When I go to General > Company Details > Currencies the format that is being showed is PKR 12,34,567 . Settings for this format are Symbol - PKR, Thousand Separator - Comma,
Form web prevent redirect
Im creating a web form, and ask me for redirect the lead after sign up, but i dont want to redirect. How can i prevent the redirect?
Whatsapp Integrations: not receive sms for confirm
Hello, I'm trying to configure Whatsapp Business with Zoho CRM, (I already did with zoho Form with any problems). I follow all the step but I don't receive the call or sms with code for confirmations. I try several time in the last 2 days with any s
Test the if a facein a photo is alredy in my contacts
Hello, I'd like to ensure that our partners don't create duplicate accounts. Although it may seem like a niche issue, it's important to address. Can Zoho AI(Detect Face or something else) be utilized to compare a newly uploaded photo against the face
Need more CRM Fields in Webhooks
Hello, we need more CRM fields in our webhooks. Is it somehow possible to achieve? These limitations are really disturbing.. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/webhooks-workflow#Recognize_Unsupported_
I can't convert a Lead to an Account
Hello, I just got a trial for Zoho CRM and I am so close to being set up, and I'd love to upgrade and use this moving forward. But I cannot seem to work out how to convert a Lead to an Account. Everything looks correct from the back-end, my Leads all
ZOHO CRM integration with affiliate marketing tools
Hi, Has anyone integrated ZOHO CRM with a 3rd party affiliate marketing platform? We are on the brink of choosing ZOHO CRM as our solution, and this is an important factor for us. Recommendations? Best, David
Change user field when changing another field
Hi there! I am trying to make a user field update when a user edits an open field, For example If I, Jhonny edited field A I want field B to change automaticlly to Jhonny so I will know who changed field A without relying on the timeline becasue it doesn't
Zoho CRM Community Digest - April 2023
Hello everyone! We have opened our registrations for the Zoho User Group (ZUG) Q2 meetups happening this May 2023. Don't forget to check out the ZUG Meetups section for more details. Now, let's explore what awaits you in this month's digest. Announcements:
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