Update data in subform
Hello! I have a subform within a budget, I need to update the data of one of its fields in this subform. But I am not managing to insert it either with a function or with an update rule. With the rule, it doesn't directly allow me to choose to point to
Subform in template
Hi! I want to make a template in the inventory section, to print from the Quotes module. But I can't add data from a subform to the template, the system tells me that the fields of the subform are not compatible with the template. I also can't create
CRM deleting emails from system when they are deleted from outlook
Hi, i have noticed that when i am deleting an email that i have sent through outlook that it is deleting it off the CRM system on the account. how can i stop this from happening? Its deleting the email when i am deleting it in both sent and in trash.
Retain Emails for Deactivated User in CRM
I have CRM Plus. If a sales person leaves, we loose all email history for the Lead, Contact or Account. That is a major flaw in the product. I have been told I can take a backup. There is no way to import email into CRM. How do we keep the email history
How create a new record with workflow/function in another module in Zoho CRM?
Hello, I do have a custom module "Subscriptions" and I want to create a new invoice in the module "Invoices" in Zoho CRM by running a workflow. The new invoice should be generated on the basis of various fields in the "Subscriptions" module: "Contact_Id"
CRM Calendar Sync to Google suddenly causing duplicate entries in Google
I've had Zoho CRM Calendar set up with a two-way synch to Google Calendar without problems about 18 months. Last week, the sync has started causing duplicate entries (and occasionally triple entries) in Google. No changes were made to my account - it
How zoho calculate touch point score
How to zoho calculate positive and negative touch point score
About aliases for fields on layouts Zoho CRM
Hi team I am managing Zoho Crm, where when parsing a deluge script where I see the following code: debtCopayment = potential.get("Copayment_to_Cover"); But if I look for the Copayment_to_Cover field in the layout, I can't find it, which makes me think
Add 'Years' Option to Workflows
To keep it brief, I was trying to set up a workflow to add 2 years to a date field automatically as an update field action (with the trigger being the date itself) and saw the option to change the date by 'Days' or 'Hours' - because of leap years triggering
ZoHo CRM for email on a shared mailbox
Hello ZoHo CRM hive mind, We are just beginning to use ZoHo CRM and have added the ZoHo CRM for email onto our Outlook accounts. When we connect as ourselves, the add-in is available, but on a shares mailbox it disappears. Does anyone know if this add-in
Email Notification's going to spam folder
Hi there, We are having an issue where email notifications triggered by workflows are being caught in spam. These emails are going to people in our company but who are not users in zoho so are added through 'additional users'. The from address is set
Zoho CRM and Google Maps
Just wondering if there's any integration here. Trying to figure out if I can utilize Google maps with addresses for contacts, customers, etc within Z CRM? Earl Rudolfo SMBOnline 360�
Linking a referral and referralee records together in any form (Lead, Account or Contacts)
I have a client that gives me referrals to other businesses. I need to. 1. Look at the client record that provides me with the lead and see a list of referrals I have received from them 2. Ability to click on that list and go to the refurred lead
Migrating from Workspace to Office will the IMAP email
Hello all, Currently migrating from Workspace to Office, wondering if the emails that are synced in the CRM through IMAP will stay there ? Has anyone experienced this ? Thanks!
Training / Tutorials
Is there any free training for CRM and Books available?
Unable to get records with refresh token
Hi all, I'm using the REST APIs to generate the refresh-token (which I'm getting back successfully). However, with the access token obtained in the response, no other all are going through. I'm constantly getting the same error message as below. I don't
Common_Status field COQL query
Hi, What is correct way to query data by Common_Status filed? For example what is correct COQL expression for this criteria: "criteria":{ "group_operator":"AND", "group":[ { "comparator":"contains", "field":{ "api_name":"Common_Status", "id":"4233330000000002"
Showing Certain information from leads/accounts on an external website
Hi, So I'd like to know if there is a way of showing certain information from our leads and/or accounts on an external website so they can verify that the information that we have in CRM is correct?
Age in Days and Due In Days
Hi, I was wondering can someone explain how to convert Age In Days and Due In Days criteria to valid COQL expressions for all available operators? Thanks.
Possible to only allow Unique Account Names?
Currently my users can create accounts with the exact same name which causes problems. Is there a way to make the account name field unique? Thanks!
Where do I find the postman collection for ZohoCRM?
I just watched this video: https://www.youtube.com/watch?v=ETlhFkx47rg where the presenter downloads a postman collection to demonstrate the new api. The URL he provides to find the collection does not have a link to download it. Where can it be found?
How add multiple record line in excel file using toFile funtion in deluge script??
How add multiple record line in excel file using toFile funtion in deluge script?? this function add only on record in excel any solution to add or edit excel file with deluge script. csv_file = "Name,Age,Azmat,25".tofile("sample1.csv"); zoho.crm.attachFile("Contacts",4813270000000437033,csv_file);
Find most recent date in related records
Hi, I'm slowly learning how to use custom functions to expand our use of Zoho, but am not experienced in this type of script. I have a Custom Module (eg Items). It has a related Custom Module (eg Visits). Each Visit is a separate record, with a date applied.
Does anyone is using Sirena/Zenvia integrated with CRM?
Im having a lot of problems with the integration of Zenvia/Sirena with CRM, is not working on the last months and i need to solve the problem or change the app for WhatsApp. Does anyone could give me some feedback about this? Thanks
Delete record function in CRM deluge scripting
Is there any plan to add the capability to delete a record by ID in CRM Custom function scripting? If not, can you provide suggestions for possible work-arounds? Thanks!
How to check if string contains any digit
How do I check if a string contains a any digit/ number? this is the code I cant seem to get working Str = "1Mustard Mustard23"; if (Str.contains("[0-9]")) { info true ; } else { info false ; }
How To Bulk Merge Duplicate Contacts?
Just imported a list of contacts with duplicate mails and I successfully identified them out, but it seems the only way to merge the information is by manually clicking to show acknowledgement. Is there any better way to sync or merge data? There are
Webhook "Unsupported field". Field exists and has correct name.
I have added the following field to Leads (and Accounts, Contacts. Opportunities on conversion): Field Label: requestRef It is marked as an external field, at the organization level. It is marked as 'show' - it is visible. I am able to set it with my
How to support sync tags from ZohoCRM to Mailchimp?
Currently, there is quite a few options to sync contact info like Name, Mail from Zoho CRM to mailchimp. But "tags" field seems to be missing in all of the integration. Could I if this can be done at all ? Thanks.
How can I transfer the lead notes when converting it to a potential
Please help
How to integrate "industries" between accounts and leads?
The list of options is not integrated . How to unify the data in lists between modules accounts and leads?
Dynamic Call Tracking
Is Zoho Telephony (or any other Zoho products / 3rd party linked to Zoho) able to handle dynamic call tracking?
Help triggering a function based on date.
I'm trying to write a function and i'm just having a trouble figuring out what trigger to use. I want the function to run based on a date field. If the date is in the future, i don't want the function to run until the following day. Or if the date entered
Filling in Related List Join Field on Addition of New Related Record
When adding a related list record, I think the field that relates the module should be automatically filled in based on what the value is in the current CRM record. I have a Creator related list in the Deals module and I have it related by the Deal ID.
Unable to create a module entry via Zapier
I'm trying to connect Cal.com to the meetings module but keep getting this error: Failed to create a module entry in Zoho CRM Unable to create entry in module: Events. Error : required field not found. Detail : api_name type, index 1, parent_api_name
Extension pointers - Simple yet significant pointers #12: Functions for Zoho CRM extensions
Functions are essential in achieving logical functionality for an extension. You can easily code your functions in Deluge using drag-and-drop tools to meet your requirements. How to create functions for Zoho CRM extensions in Sigma Go to Sigma and select
how to generate grant token without using developer console
hello i have the same question as describe in this post https://help.zoho.com/portal/en/community/topic/how-to-generate-grant-token-without-using-developer-console. Im trying to build a microservice that can perfrom api request against the zoho crm v4
CRM API V4 Oauth Issue
writing a CRM custom function to get all user types and user type IDs for an existing CRM portal in my org according to https://www.zoho.com/crm/developer/docs/api/v4/get-user-types.html. I have a ZOHO One subscription and I am the only user (Administrator).
Introducing PathFinder for Zoho CRM: Journey orchestration gets more precise | Public Early Access 2023
Hello everyone, We're happy to announce public early access to PathFinder, Zoho CRM's new journey discovery tool. With PathFinder, you can discover your customers' journeys across multiple touchpoints and channels, and understand how they interact with
Workflow Rules not triggering on imported records
We have two workflow rules that are not triggered upon import. Our users have to select the imported records, change the field used in the condition of the trigger and then change it back to the original value in order for the workflow rule to trigger.
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